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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2017 , and ending 06-30-2018
BCheck if applicable:
CName of organization
ARIA HEALTH
 
% WILLIAM J DEGNAN
Doing business as
JEFFERSON HEALTH - NORTHEAST
 
Number and street (or P.O. box if mail is not delivered to street address)
10800 KNIGHTS ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19114
D Employer identification number

23-0596940
E Telephone number

G Gross receipts $ 467,926,324
F Name and address of principal officer:
KATHLEEN KINSLOWCRNAEDDMBA
10800 KNIGHTS ROAD
PHILADELPHIA,PA19114
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ARIAHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1903
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS & TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE & RESPECTFUL CARE.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 31
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 25
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 3,663
6 Total number of volunteers (estimate if necessary) ............. 6 135
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b -683,900
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 1,219,394 592,976
9 Program service revenue (Part VIII, line 2g) ......... 466,661,315 457,220,548
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 24,220,243 5,666,662
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 10,770,463 4,446,138
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 502,871,415 467,926,324
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 18,000 0
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) 237,721,009 230,808,052
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 211,731,519 212,561,966
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 449,470,528 443,370,018
19 Revenue less expenses. Subtract line 18 from line 12....... 53,400,887 24,556,306
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 981,589,786 1,196,218,272
21 Total liabilities (Part X, line 26)............. 255,612,529 424,811,849
22 Net assets or fund balances. Subtract line 21 from line 20..... 725,977,257 771,406,423
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
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Signature of officer Date
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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 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS, AND TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE AND RESPECTFUL CARE, REGARDLESS OF ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 399,033,018 including grants of $ 0 ) (Revenue $ 457,220,548 )
EXPENSES INCURRED IN PROVIDING EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet399,033,018
Form 990 (2019)
Form 990 (2019)
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 IIIClick to see attachment..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick 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 V......
10
 
 
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
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
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 XIIClick 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 attachment
20b
Yes
 
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.....
21
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
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........
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 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) 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, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
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
 
No
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
 
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
122
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
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
3,663
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
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
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
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
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
31
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
25
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
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A 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:
MediumBulletWILLIAM J DEGNAN10800 KNIGHTS ROAD   PHILADELPHIA,PA19114 (215) 612-4101
Form 990 (2019)
Form 990 (2019)
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.

See instructions for the order in which to list the persons above.
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) EDWARD A TURZANSKI......................................................................
CHAIRMAN - TRUSTEE
 1.0
.................
0.0 		X   X       0 0 0
(2) TRISTA WALKER......................................................................
VICE CHAIR - TRUSTEE
 1.0
.................
0.0 		X   X       0 0 0
(3) BENJAMIN SANCHEZ ESQ......................................................................
SECRETARY - TRUSTEE
 1.0
.................
0.0 		X   X       0 0 0
(4) EDWARD F MCKENNA III......................................................................
TREASURER - TRUSTEE
 1.0
.................
0.0 		X   X       0 0 0
(5) GARY A AARONSON DO......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(6) JAY W BLUMENTHAL......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(7) HELEN BOSLEY......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(8) RONALD L CAPUTO......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(9) MELVIN CHERRY......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(10) PETE CIARROCCHI JR......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(11) JOSEPH P COHILL......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(12) THOMAS A CORCORAN MD......................................................................
TRUSTEE
 55.0
.................
0.0 		X           0 99,856 3,750
(13) ELI F DWECK MD......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(14) PETER J FARANO MD......................................................................
TRUSTEE
 55.0
.................
0.0 		X           0 345,479 23,253
(15) CLIFTON R HALL MD......................................................................
TRUSTEE
 55.0
.................
0.0 		X           0 516,697 43,440
(16) BRUCE D HESS ESQ......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
(17) JOHN JASCZAK CPA......................................................................
TRUSTEE
 1.0
.................
0.0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
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) KATHLEEN KINSLOWCRNAEDDMBA........................................................................
TRUSTEE - CEO
 55.0
.......................0.0 		X   X       244,242 1,005,233 364,323
(19) STEVEN LITTLESON........................................................................
TRUSTEE-PRESIDENT (EFF 2/1/18)
 55.0
.......................0.0 		X   X       0 0 0
(20) JOSEPH J LYONS........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(21) TIMOTHY MAHONEY........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(22) SEAN MCMENAMIN........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(23) AUSTIN A MEEHAN III........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(24) JOHN C MITKUS........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(25) JOHN B NEFF........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(26) FRANK M PORRAZZA........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(27) JOIE SMITH........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(28) JOSEPH A SMITH........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(29) ALLEN E LORD TERZIAN MD........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(30) THOMAS TYLER........................................................................
TRUSTEE
 1.0
.......................0.0 		X           0 0 0
(31) GERALD WYDRO MD........................................................................
TRUSTEE
 55.0
.......................0.0 		X           0 449,054 37,756
(32) SANDRA L GOMBERG RN MSN........................................................................
TRUSTEE-PRESIDENT (TERM 07/17)
 55.0
.......................0.0 		X   X       518,787 0 24,293
(33) ROBERT J TRUITT LDH........................................................................
TRUSTEE (TERMED 12/17)
 1.0
.......................0.0 		X           0 0 0
(34) DEBORAH A DATTE ESQ........................................................................
ASSISTANT SECRETARY
 55.0
.......................0.0 		    X       0 517,011 56,228
(35) MICHAEL B WALSH........................................................................
ASSISTANT TREASURER
 55.0
.......................0.0 		    X       0 827,636 193,970
(36) RONALD KUMOR........................................................................
SVP NTWK DEV & PRES/CEO AHPS
 55.0
.......................0.0 		    X       540,810 0 76,056
(37) RICHARD GALUP MBA MS OTRL........................................................................
SVP OPERATIONS & PRESIDENT AHO
 55.0
.......................0.0 		    X       492,512 0 71,665
(38) GARY W WELCH........................................................................
CHIEF MEDICAL OFFICER
 55.0
.......................0.0 		    X       385,503 40,953 39,353
(39) MICHELLE CONLEY RN........................................................................
CHIEF NURSING OFFICER
 55.0
.......................0.0 		    X       384,362 0 59,594
(40) DANIEL WALSH........................................................................
CHIEF INFORMATION OFFICER
 55.0
.......................0.0 		    X       327,638 0 34,708
(41) DORINDA CAROLINA........................................................................
CHIEF HUMAN RESOURCES OFFICER
 55.0
.......................0.0 		    X       326,504 0 60,527
(42) WILLIAM DEGNAN........................................................................
VP FINANCE
 55.0
.......................0.0 		        X   254,830 0 36,954
(43) MARRIANN MERCADO........................................................................
CLINICAL ASSOC EXECUTIVE DIR.
 55.0
.......................0.0 		        X   203,386 0 14,022
(44) KAREN SOBCZAK........................................................................
CLINICAL DIRECTOR
 55.0
.......................0.0 		        X   203,345 0 17,490
(45) MELISSA DUNLOP........................................................................
DIRECTOR, ADVANCED PRCT SVCS.
 55.0
.......................0.0 		        X   201,346 0 10,309
(46) DOMINIC J WEBSTER........................................................................
ADMIN DIRECTOR PHARMACY SVCS.
 55.0
.......................0.0 		        X   196,131 0 35,575
(47) JOHN ANDREW DEVOE........................................................................
FORMER OFFICER
 0.0
.......................0.0 		          X 432,598 0 0
(48) STANTON SEGAL MD........................................................................
FORMER OFFICER
 0.0
.......................0.0 		          X 394,528 0 0
(49) RAFAEL M VILLALOBOS ESQ........................................................................
FORMER OFFICER
 0.0
.......................0.0 		          X 304,408 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 5,410,930 3,801,919 1,203,266
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 MediumBullet215
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
ALLSCRIPTS HEALTHCARE LLC,
8529 SIX FORKS ROAD
RALEIGH,NC27615 		IT 5,167,075
SODEXO OPERATIONS LLC,
PO BOX 360170
PITTSBURG,PA15251 		FOOD MANAGEMENT 5,163,046
RESTORIXHEALTH INC,
445 HAMILTON AVENUE SUITE 800
WHITE PLAINS,NY10601 		MEDICAL 1,782,533
EPLUS TECHNOLOGY INC,
13595 DULLES TECHNOLOGY DRIVE
HERNDON,VA20171 		IT 1,710,351
NOVITAS SOLUTIONS INC,
2020 TECHNOLOGY PARKWAY SUITE 100
MECHANICSBURG,PA17050 		PROCESSING/ADMIN 1,486,141
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet100
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 48,400
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 544,576
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 592,976
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 541900 437,467,672 437,467,672    
b SCHOOL OF NURSING REVENUE 541900 3,129,247 3,129,247    
c IPE, LLC QUALITY CARE REVENUE 541900 2,390,746 2,390,746    
d OTHER HEALTHCARE RELATED REVENUE 541900 14,232,883 14,232,883    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 457,220,548
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 634,493     634,493
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   2,290,213 6a
b Less: rental expenses     6b
c Rental income or (loss) 0 2,290,213 6c
d Net rental income or (loss).......MediumBullet 2,290,213     2,290,213
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   5,032,169 7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)   5,032,169 7c
d Net gain or (loss).........MediumBullet 5,032,169     5,032,169
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 7,900
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 7,900     7,900
Business Code Miscellaneous Revenue
11a CAFETERIA/DIETARY 900099 1,853,373     1,853,373
b PHARMACY 446110 294,652     294,652
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 2,148,025
12 Total revenue. See instructions.....MediumBullet 467,926,324 457,220,548   10,112,800
Form 990 (2019)
Form 990 (2019)
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 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 ........... 3,602,042 3,241,838 360,204  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 191,948,643 172,753,779 19,194,864  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,435,095 6,691,586 743,509  
9 Other employee benefits ....... 14,456,242 13,010,618 1,445,624  
10 Payroll taxes ........... 13,366,030 12,029,427 1,336,603  
11 Fees for services (non-employees):        
a Management ...... 1,899,068 1,709,161 189,907  
b Legal ......... 348,440 313,596 34,844  
c Accounting ........... 207,282 186,554 20,728  
d Lobbying ........... 34,864 31,378 3,486  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 48,135 43,321 4,814  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 32,825,240 29,542,716 3,282,524 0
12 Advertising and promotion .... 1,904,423 1,713,981 190,442  
13 Office expenses ....... 10,796,323 9,716,691 1,079,632  
14 Information technology ...... 96,000 86,400 9,600  
15 Royalties .. 0      
16 Occupancy ........... 23,807,364 21,426,628 2,380,736  
17 Travel ............ 321,687 289,518 32,169  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 2,699,330 2,429,397 269,933  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 28,611,294 25,750,165 2,861,129  
23 Insurance ... 12,337,519 11,103,767 1,233,752  
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 MEDICAL SUPPLIES 73,296,860 65,967,174 7,329,686 0
b REPAIRS & MAINTENANCE 17,254,758 15,529,282 1,725,476 0
c FOOD & RELATED EXPENSES 1,988,437 1,789,593 198,844 0
d DUES & SUBSCRIPTIONS 990,911 891,820 99,091 0
e All other expenses 3,094,031 2,784,628 309,403  
25 Total functional expenses. Add lines 1 through 24e 443,370,018 399,033,018 44,337,000 0
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 (2019)
Form 990 (2019)
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 ........ 18,889 1 18,889
2 Savings and temporary cash investments ......... 14,686,382 2 11,814,160
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 40,805,547 4 48,955,026
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 5,881,789 8 6,267,457
9 Prepaid expenses and deferred charges ...... 7,562,442 9 4,840,813
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 764,555,181
b Less: accumulated depreciation 10b 509,411,367 263,703,749 10c 255,143,814
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 156,333,066 13 186,851,638
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 492,597,922 15 682,326,475
16 Total assets. Add lines 1 through 15 (must equal line 33)... 981,589,786 16 1,196,218,272
Liabilities 17 Accounts payable and accrued expenses ..... 27,032,081 17 52,611,425
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 835,559 19 657,148
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 any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 227,744,889 25 371,543,276
26 Total liabilities. Add lines 17 through 25.. 255,612,529 26 424,811,849
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 725,977,257 32 771,406,423
33 Total liabilities and net assets/fund balances ........ 981,589,786 33 1,196,218,272
Form 990 (2019)
Form 990 (2019)
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
467,926,324
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
443,370,018
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
24,556,306
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
725,977,257
5
Net unrealized gains (losses) on investments ...............
5
-309,055
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
21,181,915
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
771,406,423
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
 
No
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
 
 
Form 990 (2019)
Form 990 (2019)
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
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- 10 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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 failed 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (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) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d 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 12a or 12b 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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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) 2019

Schedule A (Form 990 or 990-EZ) 2019
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 2019 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-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
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) 2019


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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
ARIA HEALTH
  		Employer identification number
23-0596940
Part I
Contributors
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
 
 
 
 

$  


(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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
ARIA HEALTH
  		Employer identification number

23-0596940
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
ARIA HEALTH
  		Employer identification number

23-0596940
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) (2019)

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 BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
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
ARIA HEALTH
 
Employer identification number

23-0596940
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 (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

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) 2019

Schedule C (Form 990 or 990-EZ) 2019
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) 2016 (b) 2017 (c) 2018 (d) 2019 (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) 2019


Schedule C (Form 990 or 990-EZ) 2019
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)
Yes|No
(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? ..........................................................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
34,864
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
34,864
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? ........................
 
 
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
SCHEDULE C, PART II-B; LINE 1I THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY PAYS ALL LOBBYING EXPENDITURES ON BEHALF OF ALL AFFILIATES WITHIN THE SYSTEM AND ALLOCATES A PERCENTAGE OF THESE EXPENDITURES TO VARIOUS AFFILIATES. THESE LOBBYING EXPENDITURES INCLUDE (1) PAYMENT TO AN OUTSIDE INDEPENDENT FIRM AND (2) AN ALLOCATED PORTION OF THE DUES PAID TO THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA AND THE AMERICAN HOSPITAL ASSOCIATION. THE AMOUNT ALLOCATED TO THIS ORGANIZATION ATTRIBUTABLE TO LOBBYING ACTIVITY FOR THE YEAR ENDED JUNE 30, 2018 IS $34,864.
Schedule C (Form 990 or 990EZ) 2019


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.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
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 7/25/06, 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 FASB 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 FASB 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 FASB 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) 2019

Schedule D (Form 990) 2019
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 ....       1,201,564 1,181,160
b Contributions ...         409,054
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		        388,650
f Administrative expenses ....          
g End of year balance ......       1,201,564 1,201,564
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   23,240,000 23,240,000
b Buildings ....   306,576,108 139,415,673 167,160,435
c Leasehold improvements   27,912,449 26,797,871 1,114,578
d Equipment ....   404,014,754 343,197,823 60,816,931
e Other .....   2,811,870   2,811,870
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 255,143,814
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
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
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)BOARD DESIGNATED INVESTMENTS 108,164,860 F
(2)ASSETS LIMITED AS TO USE 511,041 F
(3)LONG-TERM INVESTMENTS 22,810,380 F
(4)OTHER INVESTMENTS 55,365,357 F
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 186,851,638
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 AFFILIATES 625,567,632
(2)OTHER RECEIVABLES 8,890,496
(3)OTHER ASSETS 47,868,347
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 682,326,475
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
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 371,543,276
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) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2019


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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on 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 the region (d) Activities conducted in region (by type) (such as, 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 the region		 (f) Total expenditures
for and investments
in the region
Central America and the Caribbean 1 1 Program Services FINANCIAL VEHICLE 11,759,769
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 1 1 11,759,769
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 1 1 11,759,769
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of noncash
assistance 		(h) Description
of noncash
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) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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
noncash
assistance 		(g) Description
of noncash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
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; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
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, PART I THIS ORGANIZATION PAID CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, MALPRACTICE PREMIUM PAYMENTS IN THE AMOUNT OF $20,014,443 DURING THE FISCAL YEAR ENDED JUNE 30, 2018. ADDITIONALLY, THIS ORGANIZATION PAID CASSATT INSURANCE COMPANY, LTD., MALPRACTICE PREMIUMS IN THE AMOUNT OF $8,254,674 FOR THE BENEFIT OF THE FOLLOWING RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS: - ARIA HEALTH PHYSICIAN SERVICES - $6,921,641; AND - ARIA HEALTH ORTHOPAEDICS - $1,333,033. THE AMOUNTS INCLUDED ABOVE ARE REIMBURSED TO ARIA HEALTH. IN ADDITION, THESE TAX-EXEMPT AFFILIATES REPORT THEIR RESPECTIVE MALPRACTICE PREMIUM PAYMENTS ON SCHEDULE F OF THEIR FEDERAL FORMS 990.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
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 Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
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
 
No
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
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
No
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
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) . . . 		    13,939,764 49,883 13,889,881 3.130 %
b Medicaid (from Worksheet 3, column a) . . . . .     13,686,439 9,818,025 3,868,414 0.870 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     27,626,203 9,867,908 17,758,295 4.000 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     98,306   98,306 0.020 %
f Health professions education (from Worksheet 5) . . .     2,501,694   2,501,694 0.560 %
g Subsidized health services (from Worksheet 6) . . . .     9,855,921 1,520,678 8,335,243 1.880 %
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .            
j Total. Other Benefits . .     12,455,921 1,520,678 10,935,243 2.460 %
k Total. Add lines 7d and 7j .     40,082,124 11,388,586 28,693,538 6.460 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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            
8 Workforce development            
9 Other            
10 Total            
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 Healthcare 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
14,531,082
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
2,868,216
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
105,554,738
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
94,566,073
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
10,988,665
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 %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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?3Name, 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 JEFFERSON FRANKFORD HOSPITAL
4900 FRANKFORD AVENUE
PHILADELPHIA,PA19124
WWW.ARIAHEALTH.ORG
061801 		X X   X     X     1
2 JEFFERSON BUCKS HOSPITAL
380 NORTH OXFORD VALLEY ROAD
LANGHORNE,PA19047
WWW.ARIAHEALTH.ORG
061801 		X X   X     X     1
3 JEFFERSON TORRESDALE HOSPITAL
10800 KNIGHTS ROAD
PHILADELPHIA,PA19114
WWW.ARIAHEALTH.ORG
061801 		X X   X     X     1
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
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)
ARIA HEALTH
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): 		13
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 17
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 Yes  
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 17
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.ARIAHEALTH.ORG
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) 2019
Schedule H (Form 990) 2019
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
ARIA HEALTH
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 Was widely publicized 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
WWW.ARIAHEALTH.ORG
b
WWW.ARIAHEALTH.ORG
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 6
Part VFacility Information (continued)

Billing and Collections
ARIA HEALTH
Name of hospital facility or letter of facility reporting group  
Yes No
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 nonpayment?.................................. 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
f
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
e
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
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
ARIA HEALTH
Name of hospital facility or letter of facility reporting group  
Yes No
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) 2019
Schedule H (Form 990) 2019
Page 8
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, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 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
SCHEDULE H, PART V, SECTION B, QUESTION 5 IN ITS MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") THIS ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY ITS HOSPITAL FACILITY. TO UNDERTAKE THE CHNA, JEFFERSON HEALTH NORTHEAST ("JHNE") FORMED A COMMUNITY BENEFIT COMMITTEE ("COMMITTEE"). THE COMMITTEE WAS RESPONSIBLE FOR OVERSEEING AND RECOMMENDING POLICIES AND PROGRAMS TO ENHANCE THE HEALTH STATUS OF COMMUNITIES SERVED BY THE HOSPITAL BASED ON THE RESULTS OF THE CHNA. SPECIFICALLY, THE COMMITTEE WAS CHARGED TO: - OVERSEE THE CONDUCT OF A COMMUNITY HEALTH NEEDS ASSESSMENT AT LEAST EVERY THREE (3) YEARS; - REVIEW, AND RECOMMEND FOR APPROVAL A COMMUNITY BENEFIT PLAN OUTLINING LONG-TERM STRATEGIES BASED ON A COMMUNITY HEALTH NEEDS ASSESSMENT AND OTHER OBJECTIVE SOURCES OF DATA, AND RECOMMEND UPDATES TO SUCH PLAN; - GUIDE AND MONITOR THE PLANNING, DEVELOPMENT, AND IMPLEMENTATION OF PROGRAMS AIMED AT IMPROVING THE HEALTH STATUS OF THE LOCAL COMMUNITY CONSISTENT WITH THE COMMUNITY BENEFIT PLAN; - ESTABLISH CRITERIA FOR PRIORITY-SETTING AMONG POTENTIAL COMMUNITY BENEFIT ACTIVITIES AND PROJECTS, CONSISTENT WITH CLINICAL SCOPE, FINANCIAL CAPABILITIES, AND RESOURCE LIMITATIONS; - PERIODICALLY MAKE RECOMMENDATIONS FOR PROGRAM CONTINUATION OR TERMINATION BASED ON PROGRESS TOWARD IDENTIFIED MEASURABLE OBJECTIVES, AVAILABLE RESOURCES, LEVEL OF COMMUNITY OWNERSHIP, AND ALIGNMENT WITH CRITERIA FOR PRIORITIES; - REVIEW AND MAKE RECOMMENDATIONS REGARDING THE ANNUAL COMMUNITY BENEFIT REPORT, INCLUDING THE INFORMATION PROVIDED TO THE IRS ON FORM 990. ADDITIONALLY, IDENTIFY OPPORTUNITIES FOR DISSEMINATING INFORMATION TO THE PUBLIC ABOUT THE ORGANIZATIONS COMMUNITY BENEFIT ACTIVITIES; AND - REVIEW ANNUAL GOALS SPECIFYING PRINCIPAL WORK FOCUS AREAS FOR THE COMING YEAR. REVIEW HOSPITAL FINANCIAL ASSISTANCE POLICIES AND PRACTICES AND PROVIDE RECOMMENDATIONS AS NECESSARY IN AN EFFORT TO INCREASE EFFORTS TO COMMUNICATE THESE POLICIES. COMMUNITY ENGAGEMENT AND FEEDBACK WERE AN INTEGRAL PART OF THE CHNA PROCESS. THE COMMITTEE SOUGHT COMMUNITY INPUT THROUGH KEY INFORMANT INTERVIEWS WITH COMMUNITY LEADERS AND PARTNERS AS WELL AS CONDUCTED FOCUS GROUP RESEARCH. AS A COLLABORATIVE EFFORT, JHNE AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL ("ROSH") CONDUCTED FOCUS GROUPS WITH 29 EMPLOYEE REPRESENTATIVES WITHIN THE COMMUNITY DURING TWO SESSIONS IN APRIL 2018. 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 POTENTIAL INTERVENTIONS TO ADDRESS COMMUNITY HEALTH IMPROVEMENT, AND WHAT SPECIFICALLY JHNE AND ROSH COULD DO TO IMPROVE THE HEALTH OF THE COMMUNITY. FOUR OF THE SOLICITED INDIVIDUALS REPRESENTED HEALTHCARE AND COMMUNITY-BASED ORGANIZATIONS (BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP, JEFFERSON HEALTH NORTHEAST, FRANKFORD COMMUNITY DEVELOPMENT CORPORATION, JEFFERSON FRANKFORD HOSPITAL) WHO HAVE KNOWLEDGE OF THE HEALTH AND UNDERLYING SOCIAL CONDITIONS AFFECTING THE HEALTH OF PEOPLE IN THEIR NEIGHBORHOOD. FOCUS GROUP QUESTIONS WERE DESIGNED 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. ADDITIONALLY, RECOMMENDATIONS FROM THE PENNSYLVANIA DEPARTMENT OF HEALTH 2015-2020 STATE HEALTH IMPROVEMENT PLAN STAKEHOLDER MEETINGS WERE CONSIDERED. IN MARCH 2015, 177 ATTENDEES PARTICIPATED IN SIX STAKEHOLDER MEETINGS AS PART OF A COLLABORATIVE EFFORT TO IDENTIFY KEY HEALTH ISSUES.
SCHEDULE H, PART V, SECTION B, QUESTION 6A JHNE INCLUDES THREE HOSPITAL FACILITIES, JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL AND JEFFERSON TORRESDALE HOSPITAL. THESE THREE HOSPITAL FACILITIES WORKED TOGETHER TO CREATE THE ORGANIZATIONS CHNA.
SCHEDULE H, PART V, SECTION B, QUESTION 6B THE ORGANIZATION'S CHNA WAS CONDUCTED BY THE HOSPITAL ORGANIZATION ITSELF. HOWEVER, JHNE COLLABORATED WITH ROSH TO CONDUCT FOCUS GROUPS TOGETHER IN AN EFFORT TO OBTAIN INFORMATION REGARDING THE HEALTH AND SOCIAL CONCERNS WITHIN THE COMMUNITY SERVED. ADDITIONALLY, THE ORGANIZATIONS COMMUNITY BENEFIT COMMITTEE WORKED UNDER THE GUIDANCE OF THE THOMAS JEFFERSON UNIVERSITY HOSPITAL CENTER FOR URBAN HEALTH. JHNE PROFESSIONALS WILL CONTINUE TO COLLABORATE WITH JEFFERSON HEALTH COLLEAGUES IN AN EFFORT TO IMPROVE HEALTH STATUS, IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST PRACTICES WILL BE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING.
SCHEDULE H, PART V, SECTION B, QUESTION 7 THE ORGANIZATION IS AN AFFILIATE WITHIN ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST ("JHNE"); A MEMBER WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7, IS THE HOME PAGE FOR JHNE. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATIONS WEBSITE: WWW.ARIAHEALTH.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-DASHBOARD
SCHEDULE H, PART V, SECTION B, QUESTION 10A THE ORGANIZATION IS AN AFFILIATE WITHIN ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST ("JHNE"); A MEMBER WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10A, IS THE HOME PAGE FOR JHNE. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATIONS WEBSITE: WWW.ARIAHEALTH.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-DASHBOARD
SCHEDULE H, PART V, SECTION B, QUESTION 11 IN AN EFFORT TO ADDRESS THE COMMUNITY HEALTH NEEDS IDENTIFIED IN THE CHNA, THE COMMUNITY BENEFIT ACTION TEAMS CONSISTING OF JHNE ADMINISTRATIVE, CLINICAL LEADERS AND OTHER PARTNERS DEVELOPED AND IMPLEMENTED GOALS AND ACTION PLANS. IN ADDITION, JHNE PROFESSIONALS, IN COLLABORATION WITH JEFFERSON COLLEAGUES, AIM TO IMPROVE THE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST PRACTICES WILL BE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. AS INDICATED IN ITS IMPLEMENTATION PLAN, JHNE WILL FULFILL ITS COMMITMENT TO COMMUNITY BENEFIT PROGRAMS AND SERVICES THROUGH THE STRATEGIC HEALTH PRIORITIES SET FORTH BELOW THAT FOCUS PRIMARILY ON THE FOLLOWING FOUR HIGH PRIORITY HEALTH NEED DOMAINS: - CHRONIC DISEASE MANAGEMENT - HEALTHY LIFESTYLE BEHAVIORS AND COMMUNITY ENVIRONMENT - ACCESS TO CARE - HEALTH SCREENING AND EARLY DETECTION BY IMPLEMENTING EVIDENCED-BASED STRATEGIES TO ADDRESS THESE FOUR DOMAINS OF COMMUNITY HEALTH NEED, THE HOSPITAL ANTICIPATES THE FOLLOWING POSITIVE IMPACT AND IMPROVEMENTS IN COMMUNITY HEALTH: - POSITIVE IMPACT ON DISEASE MANAGEMENT AND DISEASE PREVALENCE, INCLUDING ALCOHOL AND SUBSTANCE ABUSE AND CHRONIC DISEASES; MORE APPROPRIATE USE OF HEALTH RESOURCES, INCLUDING THE SOCIAL AND HEALTH CARE NEEDS AMONG OLDER ADULTS, HEALTH EDUCATION, SOCIAL SERVICES, AND A REGULAR SOURCE OF CARE; - IMPROVEMENT IN COMMUNITY HEALTH STATUS, INCLUDING REDUCTION IN SMOKING, IMPROVED ACCESS TO HEALTHY AFFORDABLE FOOD, GREATER FOOD SECURITY, AND RELEVANT NUTRITION EDUCATION; AND - INCREASED UTILIZATION OF SCREENINGS FOR WOMENS CANCERS. THESE IMPROVEMENTS WILL BE EVALUATED THROUGH REVIEW AND MONITORING OF EXISTING DATA SOURCES, WHICH MAY INCLUDE BUT ARE NOT LIMITED TO: 1) INTERNAL JHNE DATA, INCLUDING REFERRAL AND INPATIENT AND OUTPATIENT SERVICE DATA; 2) PUBLIC HEALTH MANAGEMENT HOUSEHOLD HEALTH SURVEY DATA; 3) SURVEYS AND KEY INFORMANT INTERVIEWS WITH PROVIDERS AND CLIENTS; 4) REPORTS FROM GOVERNMENT AGENCIES, WHICH MAY INCLUDE THE BUCKS, MONTGOMERY, AND PHILADELPHIA COUNTY HEALTH DEPARTMENTS, THE BUCKS COUNTY AREA AGENCY ON AGING, THE BUCKS COUNTY DRUG AND ALCOHOL COMMISSION, THE MONTGOMERY OFFICE OF AGING AND ADULT SERVICES, THE MONTGOMERY COUNTY OFFICE OF DRUG AND ALCOHOL, THE PHILADELPHIA CORPORATION ON AGING, AND THE PHILADELPHIA OFFICE OF ADDICTION SERVICES; 5) EXTERNAL COMMUNITY DATA SOURCES. ADDRESS PRIORITY HEALTH NEEDS THROUGH HOSPITALS EXISTING & NEW COMMUNITY BENEFIT PROGRAMS ------------------------------------------------------------------------- JHNE PLANS TO PROVIDE COMMUNITY BENEFIT PROGRAMS RESPONSIVE TO THE HEALTH NEEDS IDENTIFIED IN THE 2018 CHNA. AS PART OF THIS STRATEGY, THE ORGANIZATION WILL FOCUS FIRST ON THOSE NEEDS DESIGNATED AS "MOST IMPORTANT" BETWEEN 2018 AND 2021, AND WILL CONTINUE TO EVALUATE THOSE NEEDS THAT WERE DESIGNATED AS "IMPORTANT"LESS IMPORTANT". ONLY THOSE NEEDS IDENTIFIED AS "MOST IMPORTANT" ARE DETAILED IN THIS IMPLEMENTATION PLAN. THE RECOMMENDED ACTIONS MAY BE MODIFIED BASED ON ON-GOING INPUT AND RECOMMENDATION FROM INTERNAL AND EXTERNAL PARTNERS, IDENTIFICATION OF NEW PARTNERSHIP OPPORTUNITIES, CHANGES IN THE HEALTHCARE AND COMMUNITY ENVIRONMENT, AND AVAILABILITY OF RESOURCES. THROUGHOUT THE IMPLEMENTATION PERIOD, JHNE WILL IDENTIFY GRANTS AND INTERNAL AND EXTERNAL FUNDING SOURCES AS APPROPRIATE TO SUPPORT THE STRATEGIES AND ACTIVITIES. RESOURCES TO IMPLEMENT PROGRAMS ARE PROVIDED IN-KIND UNLESS OTHERWISE NOTED. DOMAIN: CHRONIC DISEASE MANAGEMENT ---------------------------------- THE ANTICIPATED IMPACT OF THE FOLLOWING ACTIONS MAY INCLUDE: IMPROVED HEALTH BEHAVIORS INCLUDING UTILIZATION OF PREVENTIVE SCREENINGS, IMPROVED DISEASE MANAGEMENT INCLUDING ADHERENCE TO TREATMENT RECOMMENDATIONS AND BETTER COMMUNICATIONS BETWEEN PATIENTS, FAMILIES, AND PROVIDERS, AND ELEVATED HEALTH STATUS AS A RESULT OF INCREASED CONTINUITY OF CARE. ACTION: CHRONIC DISEASE MANAGEMENT (DIABETES, HEART DISEASE, AND HYPERTENSION, STROKE, ASTHMA) - EXPLORE OFFERING COMPREHENSIVE DIABETES EDUCATION PROGRAMS FOR THE COMMUNITY AT EACH HOSPITAL WITH SUPPORT FROM LOCAL DIABETES EDUCATORS; - INCLUDE INTENSIFIED INSULIN SELF-MANAGEMENT TRAINING, NUTRITION COUNSELING, PRE-DIABETES INTERVENTION, AND REFER GESTATIONAL DIABETES MANAGEMENT TO JEFFERSON ENDOCRINOLOGY AND JEFFERSON OB/GYN; - REFER PATIENTS IDENTIFIED AS AT RISK FOR DIABETES AT COMMUNITY-BASED ASSESSMENTS FOR APPROPRIATE FOLLOW-UP; - EVALUATE PROVIDING SAVE YOUR SOLES EDUCATION AND SCREENING, A PROGRAM DEVELOPED BY AN ABINGTON PODIATRIST, IN TARGET COMMUNITIES; - EXPLORE POTENTIAL TO HOLD MONTHLY DIABETES SUPPORT GROUPS FOR COMMUNITY MEMBERS AT THE FRANKFORD AND TORRESDALE HOSPITALS AND QUARTERLY MEETINGS AT THE BUCKS HOSPITAL WITH RESOURCE SUPPORT THROUGH JEFFERSON HEALTH; - PROVIDE EDUCATIONAL PROGRAMS FOR COMMUNITY MEMBERS TO REDUCE CARDIOVASCULAR DISEASE PREVALENCE AND IMPROVE DISEASE MANAGEMENT AT EACH HOSPITAL AT LEAST TWICE A YEAR; - OFFER BLOOD PRESSURE AND RISK ASSESSMENTS TO RAISE AWARENESS ABOUT PREVENTION AND EARLY DETECTION USING FAST ACRONYM; - EXPLORE THE POTENTIAL TO EXPAND THE MONTHLY STROKE SUPPORT GROUPS FOR COMMUNITY MEMBERS HELD AT THE TORRESDALE HOSPITAL TO EACH CAMPUS. THE FOCUS OF THIS GROUP IS ENCOURAGEMENT, EDUCATION, AND SUPPORT FOR STROKE SURVIVORS, FAMILY MEMBERS, AND FRIENDS; - HOST AT LEAST 2 NUTRITIONAL AND OBESITY EDUCATIONAL PROGRAMS FOR COMMUNITY MEMBERS AT EACH CAMPUS EACH YEAR IN PARTNERSHIP WITH OR SUPPORT FROM OTHER JEFFERSON HEALTH ENTITIES AND/OR OTHER COMMUNITY ORGANIZATIONS; - EXPLORE PROVISION OF EDUCATION PROGRAMS UTILIZING THE EXPERTISE OF JEFFERSON HEALTH NORTHEAST RESPIRATORY THERAPISTS TO REDUCE ASTHMA PREVALENCE AND IMPROVE DISEASE MANAGEMENT AT EACH HOSPITAL TWICE A YEAR; - OFFER ASTHMA EDUCATION PROGRAMS IN COMMUNITY SETTINGS SUCH AS FAITH-BASED ORGANIZATIONS TO RAISE AWARENESS ABOUT WARNING SIGNS OF ASTHMA TO PROMOTE EARLIER DIAGNOSIS, AVOID "ASTHMA TRIGGERS," GAIN BETTER CONTROL, AND UNDERSTAND TREATMENTS; - EXPLORE PARTNERSHIPS WITH COMMUNITY-BASED ORGANIZATIONS THAT SERVE NON-ENGLISH SPEAKING COMMUNITIES TO EXPAND THE CAPACITY OF MULTI-LINGUAL STAFF TO PROVIDE CHRONIC DISEASE PREVENTION AND MANAGEMENT EDUCATION; AND - PRESENT HEALTH AWARENESS AND PREVENTION PROGRAMS AND SCREENINGS AT COMMUNITY OUTREACH EVENTS AS REQUESTED. DOMAIN: HEALTHY LIFESTYLE BEHAVIORS AND COMMUNITY ENVIRONMENT ------------------------------------------------------------- THE ANTICIPATED IMPACT OF THE FOLLOWING ACTIONS MAY INCLUDE INCREASED IDENTIFICATION AND REFERRAL OF PATIENTS TO ADDICTION COUNSELING AND SERVICES, REDUCTION IN SMOKERS, INCREASE IN ACCESS TO HEALTHY AFFORDABLE FOOD AND NUTRITION EDUCATION, AND DECREASED FOOD INSECURITY. 1) ACTION: DECREASE ALCOHOL AND SUBSTANCE ABUSE - CONTINUE TO REINFORCE JHNES PHYSICIANS COMMITMENT TO INCREASE COMPLIANCE WITH PATIENT "CONTRACTS" FOR CHRONIC OPIOID USE; - BEGINNING JANUARY 2019 THE EMERGENCY DEPARTMENT WILL INITIATE A WARM-HANDOFF PROTOCOL TO FACILITATE CONNECTING PATIENTS WITH OPIOID USE DISORDER (OUD) TO COMMUNITY RESOURCES THAT PROVIDE OUD THERAPY. MOTHERS AND PREGNANT WOMEN WITH OUD WILL BE REFERRED TO JEFFERSON HEALTHS MATER PROGRAM IN CENTER CITY. CARE MANAGEMENT SERVICES WILL BE AVAILABLE 24/7 TO FACILITATE THESE OUD REFERRALS; - INTEGRATE EDUCATION ON ALCOHOL AND OPIOID USE ISSUES AND CDC GUIDELINES INTO CONTINUING MEDICAL EDUCATION; - INCORPORATE PAIN MANAGEMENT CURRICULA INTO JHNES EDUCATIONAL FRAMEWORK FOR ALL LEVELS OF PROVIDERS STARTING WITH STUDENTS; - WORK WITH LAW ENFORCEMENT TO COMMUNICATE ABOUT "DRUG TAKE BACK" PROGRAMS; EVALUATE INITIATION OF A JHNE PROGRAM; - REVIEW SPONSORSHIP REQUESTS FROM SCHOOL DISTRICTS AND OTHER NON-PROFIT AGENCIES TO HOST EVENTS THAT EDUCATE PARENTS, STUDENTS, OR PROFESSIONALS ON ALCOHOL AND/OR SUBSTANCE ABUSE; - CONTINUE TO SUPPORT THE BUCKS COUNTY "WARM HANDOFF" INITIATIVE AND EXPLORE DEVELOPMENT OF RELATIONSHIPS WITH BUCKS COUNTY DRUG AND ALCOHOL COMMISSION AND PHILADELPHIA OFFICE OF ADDICTION SERVICES LEADERSHIP FOR INFORMATION AND COMMUNICATION OF PROGRAMS AND SERVICES; AND - EXPLORE SPONSORING STRUCTURED YOUTH PROGRAMS IN SAFE LOCATIONS, SUCH AS EXERCISE AND SPORTS, THAT ARE PROVIDED DURING OUT OF SCHOOL TIMES TO REDUCE OPPORTUNITIES TO BECOME INVOLVED IN SUBSTANCE USE AND OTHER NEGATIVE ACTIVITIES. 2) ACTION: SMOKING CESSATION - SCREEN PATIENTS IN ALL PRACTICES AND HOSPITAL SETTINGS FOR SMOKING. REFER ALL SMOKERS TO THE PA FREE QUIT LINE AT 1-800-QUIT-NOW (784-8669) FOR FREE COUNSELING VIA TELEPHONE; AND - OFFER SMOKING CESSATION EDUCATION AT THE BUCKS, FRANKFORD, AND TORRESDALE HOSPITALS. 3) ACTION: ACCESS TO HEALTHY AFFORDABLE FOOD AND NUTRITION EDUCATION/FOOD SECURITY - INCREASE THE IMPACT OF THE COMMUNITY GARDEN PROGRAM AT JEFFERSON FRANKFORD HOSPITAL BY INCREASING ENGAGEMENT OF LOCAL COMMUNITY-BASED ORGANIZATIONS AND NEIGHBORHOOD RESIDENTS IN GARD
SCHEDULE H, PART V, SECTION B; QUESTION 16 THE ORGANIZATION IS AN AFFILIATE WITHIN ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST ("JHNE"); A MEMBER WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR JHNE. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN THE ORGANIZATIONS WEBSITE: WWW.ARIAHEALTH.ORG/ABOUT-ARIA/CHARITY-CARE-AND-FINANCIAL-ASSISTANCE
SCHEDULE H, PART V, SECTION B THE SYSTEMS TAX ADVISORS REVIEWED THE ORGANIZATION IN ORDER TO EVALUATE ITS COMPLIANCE WITH INTERNAL REVENUE CODE ("IRC") SECTION 501(R). THIS REVIEW IDENTIFIED CERTAIN MINOR DEFICIENCIES. UPON DISCOVERY OF THE MINOR DEFICIENCIES, THE ORGANIZATION IMMEDIATELY EXERCISED DUE DILIGENCE AND TOOK THE PROPER MEASURES TO CORRECT THESE DEFICIENCIES. AS OF THE DATE OF FILING THIS FEDERAL FORM 990, THIS ORGANIZATION IS IN FULL COMPLIANCE WITH IRC 501(R). ADDITIONALLY, THE MINOR DEFICIENCIES IDENTIFIED HAD NO IMPACT ON ANY INDIVIDUALS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE HOSPITALS FINANCIAL ASSISTANCE POLICY.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 9
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?4
Name and address Type of Facility (describe)
1 THE PROFESSIONAL COURT
BUSTLETON AVENUE VERREE ROAD
PHILADELPHIA,PA19116 		OUTPATIENT SERVICES - PRIMARY CARE, INTERNAL MED, OBGYN, RADIOLOGY, LAB TESTING & MORE
2 ARIA HEALTH-CENTER FOR REHAB & WELLNESS
131 LINCOLN HIGHWAY
FAIRLESS HILLS,PA19030 		OUTPATIENT SERVICES - REHAB, EMG TESTING, SLEEP STUDIES & WELLNESS CENTER SERVICES
3 THE ANNEX
2451 GRANT AVENUE
PHILADELPHIA,PA19114 		OUTPATIENT SERVICES - MRI TESTING/PET SCANS
4 THE PAVILION
9501 ROOSEVELT BOULEVARD
PHILADELPHIA,PA19114 		PHYSICIAN PRACTICE SERVICES
5
6
7
8
9
10
Schedule H (Form 990) 2019
Schedule H (Form 990) 2019
Page 10
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
SCHEDULE H, PART I, LINE 3C JHNE IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENTS FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") JHNE USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENTS ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. IN ACCORDANCE WITH THE ORGANIZATIONS FAP, A PATIENT MAY QUALIFY FOR DISCOUNTS ON MEDICAL CARE IF THERE IS NO HEALTH INSURANCE AVAILABLE, OR HAS HEALTH INSURANCE, BUT THAT INSURANCE DOES NOT FULLY COVER THE MEDICAL CARE NEEDED, SUCH AS EXHAUSTED BENEFITS, AND ALL OF THE FOLLOWING APPLY: - THE PATIENT IS NOT ELIGIBLE FOR STATE MEDICAL ASSISTANCE OR OTHER AVAILABLE ASSISTANCE PROGRAMS; - THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE DESCRIBED IN THIS POLICY, AND - THE PATIENT PROVIDES THE NECESSARY DOCUMENTS AND COMPLETES NECESSARY PAPERWORK. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON FINANCIAL NEED. PATIENTS THAT FALL BELOW 300% OF THE FPL, BASED ON TOTAL HOUSEHOLD INCOME, WITH SUFFICIENT SUPPORTING DOCUMENTATION PROVIDED, WILL RECEIVE A 100% DISCOUNT. PATIENTS AT 300% OR ABOVE, UP TO A MAXIMUM OF 600% OF THE FPL, ARE ELIGIBLE FOR FINANCIAL ASSISTANCE BASED UPON A SLIDING SCALE DISCOUNT. THESE DISCOUNTS ARE APPLIED AGAINST THE MEDICARE FEE-FOR-SERVICE RATES IN PLACE AT TIME OF DETERMINATION. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS ALSO DETERMINED BY THE PATIENTS OR GUARANTORS ABILITY TO PAY AFTER ALL INSURANCE HAS BEEN UTILIZED OR LIQUID RESOURCES EXHAUSTED (EXCLUDING RETIREMENT FUNDS). JHNE WILL NOT CONSIDER THE PATIENTS HOUSE, CAR, RETIREMENT ACCOUNTS, AND OTHER "NON-LIQUID" ASSETS. HOWEVER, IT IS RECOGNIZED THAT THERE IS A SMALL PERCENT OF THE UNINSURED PATIENT POPULATION THAT HAS SUBSTANTIAL ASSETS AND COULD EASILY AFFORD TO PAY FOR HEALTHCARE SERVICES, BUT WHOM, BECAUSE OF HAVING TAX-EXEMPT INCOME, WILL NOT HAVE INCOME REFLECTED ON A TAX RETURN. SUCH INDIVIDUALS MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR UNINSURED PATIENTS, THERE IS AN AUTOMATIC INITIAL DISCOUNT WHICH SHALL EQUATE TO 50% OFF TOTAL CHARGES FOR SERVICES RENDERED. IN ADDITION, FOR EMERGENCY DEPARTMENT AND OBSERVATION SERVICES FOR THOSE TREATED AND RELEASED (NOT ADMITTED AS INPATIENT) THERE WILL BE A MAXIMUM LIABILITY OF $1,600. FOR LABORATORY SERVICES, THERE IS A FURTHER DISCOUNT THAT IS GENERALLY GREATER THAN 50% OFF CHARGES. A PATIENT UNABLE TO PAY THE UNINSURED RATE IS ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE.
SCHEDULE H, PART I, LINE 6A NOT APPLICABLE.
SCHEDULE H, PART I, LINE 7 WORKSHEET 2 WAS USED FOR THE COST TO CHARGE RATIO ("RCC"). THIS METHODOLOGY IS CONSISTENT WITH THE GUIDELINES ESTABLISHED BY HFMA PRINCIPLE & PRACTICE STATEMENT #15. SUBSIDIZED HEALTH SERVICES INCLUDED WITHIN SCHEDULE H, PART I, LINE 7 FOR THE ORGANIZATION INCLUDES EMERGENCY DEPARTMENT, FAMILY MEDICINE/PRIMARY CARE AND CERTAIN HOSPITAL BASED CLINICS. THESE HEALTHCARE SERVICES ARE PROVIDED TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY.
SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIO-ECONOMIC WELL-BEING OF THE COMMUNITIES IN OUR CARE. THIS IS ACCOMPLISHED THROUGH NUMEROUS ACTIVITIES WHICH ARE NOT A PART OF PART I FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFITS, AND ARE NOT INCLUDED ELSEWHERE ON SCHEDULE H. THESE ACTIVITIES INCLUDE PROGRAMS THAT ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS SUCH AS EDUCATION, POVERTY, UNEMPLOYMENT, ACCESS TO CARE, HEALTH ADVOCACY AND ECONOMIC DEVELOPMENT. JHNE PROMOTES NUMEROUS COMMUNITY BASED & HEALTH PROFESSIONAL PROGRAMS AND SERVICES THROUGHOUT THE YEAR, INCLUDING COMMUNITY HEALTH FAIRS AND SCREENINGS AND COMMUNITY SERVICE ACTIVITIES, HIGH SCHOOL SPORTS PHYSICALS, HEALTH PROFESSIONAL EDUCATION PROGRAMS, INCLUDING BUT NOT LIMITED TO, THE SCHOOL OF NURSING, AND EDUCATION RESPIRATORY PROGRAMS.
SCHEDULE H, PART III, LINES 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS FINANCIAL STATEMENTS. THE ORGANIZATION AND ITS AFFILIATES PREPARE AND ISSUE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM'S ALLOWANCE FOR DOUBTFUL ACCOUNTS (BAD DEBT EXPENSE) METHODOLOGY AND FINANCIAL ASSISTANCE POLICIES ARE CONSISTENTLY APPLIED ACROSS ALL HOSPITAL AFFILIATES. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS AFFILIATES. CHARITABLE MEDICAL CARE PROVIDED -------------------------------- TJU PROVIDES MEDICALLY NECESSARY SERVICES TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON POLICIES ESTABLISHED BY TJU 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 TJUS GUIDELINES FOR CHARITY CARE ARE NOT SEPARATELY RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. TJU 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 NET PATIENT SERVICE REVENUE. MANAGEMENT ESTIMATES THAT THE COST OF CHARITY CARE PROVIDED BY TJU WAS $36.9 MILLION AND $28.6 MILLION FOR THE YEARS ENDED JUNE 30, 2018 AND 2017, RESPECTIVELY. THESE AMOUNTS ARE NOT INCLUDED IN THE PROVISION FOR BAD DEBTS OF $132.8 MILLION AND $124.8 MILLION IN 2018 AND 2017, RESPECTIVELY, WHICH ARE REFLECTED AS DEDUCTIONS IN NET PATIENT SERVICE REVENUE. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COSTS TO CHARGES TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON THE TJU TOTAL EXPENSES DIVIDED BY GROSS PATIENT SERVICE REVENUE. NET PATIENT SERVICE REVENUE --------------------------- NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYERS AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS UNDER REIMBURSEMENT AGREEMENTS WITH THIRD-PARTY PAYERS. RETROACTIVE ADJUSTMENTS ARE CONSIDERED IN THE RECOGNITION OF REVENUE ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ARE ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. REVENUE FROM THE MEDICARE AND MEDICAID FEE-FOR-SERVICE PROGRAMS ACCOUNTED FOR APPROXIMATELY 33.3% AND 8.8%, RESPECTIVELY, AND 34.4% AND 6.5%, RESPECTIVELY OF NET PATIENT SERVICE REVENUE IN 2018 AND 2017, RESPECTIVELY. MOST PAYMENTS TO TJU FROM THE MEDICARE AND PENNSYLVANIA MEDICAID PROGRAMS FOR INPATIENT HOSPITAL SERVICES ARE MADE ON A PROSPECTIVE BASIS. UNDER THESE PROGRAMS, PAYMENTS ARE MADE AT A PRE-DETERMINED SPECIFIC RATE FOR EACH DISCHARGE BASED ON A PATIENTS DIAGNOSIS. ADDITIONAL PAYMENTS ARE MADE TO TJU TEACHING AND DISPROPORTIONATE SHARE HOSPITALS, AS WELL AS FOR CASES THAT HAVE UNUSUALLY HIGH COSTS. LAWS GOVERNING THE MEDICARE AND MEDICAID PROGRAMS ARE COMPLEX AND SUBJECT TO INTERPRETATION. SERVICES BILLED TO THE MEDICARE PROGRAM ARE SUBJECT TO EXTERNAL REVIEW FOR BOTH MEDICAL NECESSITY AND BILLING COMPLIANCE. MEDICARE COST REPORTS FOR ALL YEARS, EXCEPT 2011, 2015, 2016, 2017 AND 2018 HAVE BEEN AUDITED AND FINAL SETTLED AS OF JUNE 30, 2018. NO SIGNIFICANT ADJUSTMENTS ARE EXPECTED. IN ADDITION, TJU RECEIVED FUNDS FROM THE PHILADELPHIA HOSPITAL ASSESSMENT PROGRAM AND THE MEDICAL ASSISTANCE MODERNIZATION ACT-QUALITY CARE ASSESSMENT PROGRAM IN THE AMOUNT OF $125.7 MILLION AND $125.3 MILLION IN 2018 AND 2017, RESPECTIVELY, AND ARE RECORDED IN NET PATIENT SERVICE REVENUE. TJU PAID TAXES IN RESPECT TO THESE PROGRAMS AMOUNTING TO $96.1 MILLION AND $95.3 MILLION IN 2018 AND 2017, RESPECTIVELY, AND ARE RECORDED IN OTHER OPERATING EXPENSES. BOTH PROGRAMS WERE DESIGNED TO PROVIDE SUPPLEMENTAL FUNDING FOR LICENSED ACUTE CARE HOSPITALS WITH THE PHILADELPHIA HOSPITAL ASSESSMENT PROGRAM SPECIFICALLY DESIGNATED FOR HOSPITAL EMERGENCY SERVICES. TJU HAS ALSO ENTERED INTO AGREEMENTS WITH CERTAIN COMMERCIAL INSURANCE CARRIERS, HEALTH MAINTENANCE ORGANIZATIONS AND PREFERRED PROVIDER ORGANIZATIONS. THE BASIS FOR PAYMENT TO TJU UNDER THESE AGREEMENTS INCLUDES PROSPECTIVELY DETERMINED RATES PER DISCHARGE, DISCOUNTS FROM ESTABLISHED CHARGES, PROSPECTIVELY DETERMINED DAILY RATES AND CAPITATED RATES. REVENUE FROM BLUE CROSS AND AETNA USHC AMOUNTED TO 21.0% AND 11.7%, RESPECTIVELY, AND 22.1% AND 10.5%, RESPECTIVELY, OF TJUS NET PATIENT SERVICE REVENUE IN 2018 AND 2017, RESPECTIVELY.
SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS
SCHEDULE H, PART III, LINE 9B JHNE ROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH QUALITY CARE TO ALL PATIENTS IT SERVES, JHNE MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. JHNE PROVIDES FINANCIAL ASSISTANCE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. BILLING & COLLECTION EFFORTS ---------------------------- WHILE QUALIFICATION FOR FINANCIAL ASSISTANCE IS IDEALLY DETERMINED PRIOR TO, OR AT THE TIME OF SERVICE, JHNE CONTINUES TO REVIEW SUCH DETERMINATIONS AS OTHER FINANCIAL RESOURCES ARE DISCOVERED DURING THE BILLING AND COLLECTION PROCESS. AFTER AN UNINSURED OR UNDER-INSURED PATIENT'S ACCOUNT IS REDUCED TO THE UNINSURED DISCOUNT OR THE FINANCIAL ASSISTANCE DISCOUNT RATE, WHICHEVER IS APPLICABLE, THE PATIENT IS RESPONSIBLE FOR THE REMAINDER OF ANY OUTSTANDING PATIENT BALANCES. PATIENTS WILL RECEIVE AN INITIAL STATEMENT INDICATING THEIR BALANCE DUE ALONG WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND WHO TO CONTACT. SELF-PAY BALANCES GO THROUGH A PRE-COLLECTION AGENCY PLACEMENT PROCESS THAT MAY ENTAIL THE MAILING OF STATEMENTS OR LETTERS AND/OR PHONE CALLS IN ORDER TO COLLECT PAYMENT ON OPEN BALANCES. ONCE OPEN BALANCE ACCOUNTS COMPLETE THE PRE-COLLECTION DUNNING CYCLE, (120 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS WILL BE TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY. IF A FINANCIAL ASSISTANCE APPLICATION AND APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN SUBMITTED AND A DECISION IS PENDING, THE ACCOUNT WILL BE HELD FROM AGENCY PLACEMENT. IN SOME CASES, A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE MAY NOT HAVE BEEN IDENTIFIED PRIOR TO SENDING THE ACCOUNT TO AN EXTERNAL COLLECTION AGENCY. EACH AGENCY WILL BE MADE AWARE OF THE FINANCIAL ASSISTANCE POLICY AND WILL WORK WITH THE PROVIDER TO ASCERTAIN PATIENT ELIGIBILITY. EXTRAORDINARY COLLECTION ACTIONS ("ECAS") WILL NOT BE UNDERTAKEN DURING THE INITIAL NOTIFICATION PERIOD OF THE 120 DAYS FROM THE FIRST POST-DISCHARGE BILLING STATEMENT AND UNTIL SUCH TIME AS A 30 DAY INITIATION OF ECA NOTICE HAS BEEN SENT TO THE INDIVIDUAL. THE 30 DAY ECA INITIATION NOTICE WILL CONTAIN THE ECA ACTION THAT THE PROVIDER INTENDS TO UNDERTAKE AND THE DATE AT WHICH TIME THIS WOULD OCCUR. A COPY OF THE ORGANIZATIONS PLAIN LANGUAGE SUMMARY WILL ACCOMPANY THE 30 DAY ECA INITIATION NOTICE. IF THE PATIENT SUBMITS A FINANCIAL ASSISTANCE APPLICATION, JHNE WILL SUSPEND ANY ECAS UNTIL THE PATIENTS FINANCIAL ASSISTANCE ELIGIBILITY IS DETERMINED AND THE PATIENT IS INFORMED OF THEIR ELIGIBILITY. IF A PATIENT ACCOUNT IS REFERRED TO AN OUTSIDE AGENCY, THAT AGENCY MUST FIRST AGREE TO ABIDE BY JHNES FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY ARE PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY JHNE. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, JHNE MAY USE ECAS WITH THE RESPECT TO THE PATIENT ACCOUNT OF AN UNINSURED OR UNDER-INSURED AND MAY FURTHER CONSIDER CREDIT BUREAU REPORTING AND/OR LEGAL ACTION AS APPROPRIATE. JHNES GENERAL COUNSEL IS REQUIRED TO ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT JHNE HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS MAY INITIATE THE USE ECAS, RESTS WITH THE ORGANIZATIONS VICE PRESIDENT DIRECTOR OF REVENUE CYCLE OPERATIONS.
SCHEDULE H, PART VI; QUESTION 2 JEFFERSON HEALTH NORTHEAST IS COMMITTED TO ENGAGE ITS COMMUNITY IN IDENTIFYING HEALTH ISSUES AND IMPLEMENTING STRATEGIES TO ADDRESS NEEDS. THE MISSION OF THE COMMUNITY BENEFIT COMMITTEE AT JEFFERSON HEALTH NORTHEAST IS TO DEVELOP TARGETED HEALTH OUTREACH PROGRAMS AND SCREENINGS IN RESPONSE TO THE IDENTIFIED NEEDS OF ITS COMMUNITY IN CONCERT WITH THE MISSION OF JEFFERSON HEALTH: WE IMPROVE LIVES. EFFECTIVE COMMUNITY PROGRAMS ARE AN INTEGRAL PART OF OUR MISSION AND VISION. TO UNDERTAKE THIS MANDATE, JHNE FORMED A COMMUNITY BENEFIT COMMITTEE. THE COMMITTEE IS RESPONSIBLE FOR OVERSEEING AND RECOMMENDING POLICIES AND PROGRAMS DESIGNED TO CARRY OUT THE CHARITABLE MISSION OF THE ORGANIZATION, PROTECT ITS NON-PROFIT STATUS, AND TO ENHANCE THE HEALTH STATUS OF COMMUNITIES SERVED BY JHNE BASED ON THE RESULTS OF A COMMUNITY HEALTH NEEDS ASSESSMENT. IN ADDITION TO THE PRIMARY DATA SOURCES AS PREVIOUSLY DESCRIBED IN SCHEDULE H, JHNE UTILIZED OVER 20 SECONDARY DATA SOURCES IN AN EFFORT TO ASSESS THE HEALTHCARE NEEDS OF ITS COMMUNITY. THE SECONDARY DATA SOURCES INCLUDE THE FOLLOWING: - 2017 THE CLARITAS COMPANY, 2018 TRUVEN HEALTH ANALYTICS INC; - AMERICAN COMMUNITY SURVEY; - AMERICAN DIABETES ASSOCIATION; - BUCKS COUNTY AREA AGENCY ON AGING; - BUCKS COUNTY PLANNING COMMISSION; - CENTERS FOR DISEASE CONTROL AND PREVENTION; - COMMUNITY COMMONS COMMUNITY NEEDS INDEX; - COUNTY HEALTH RANKINGS AND ROADMAPS 2018; - ENROLL AMERICA FEEDING AMERICA MAP THE MEAL GAP; - HEALTHY PEOPLE 2020 KAISER FAMILY STATE HEALTH FACTS; - PHILADELPHIA CITY PLANNING COMMISSION; - PHILADELPHIA CORPORATION FOR AGING; - PENNSYLVANIA DEPARTMENT OF HEALTH; - PUBLIC HEALTH MANAGEMENT CORPORATION - HOUSEHOLD HEALTH SURVEY; - US CENSUS BUREAU; - VARIOUS ARTICLES FROM ACADEMIC JOURNALS; AND - VARIOUS ARTICLES FROM THE POPULAR PRESS. THE DATA OBTAINED WAS ANALYZED BY REGION AND COMPARED TO COUNTY, STATE AND NATIONAL LEVEL INDICATORS AND HEALTHY PEOPLE 2020 OBJECTIVES (WHERE AVAILABLE). DATA WAS ALSO ANALYZED USING THE HEALTHY COMMUNITIES INSTITUTES DATA SCORING TOOL, WHICH RANKS INDICATORS BASED ON SYSTEMATIC COMPARISON THAT ASSIGNS THE COMMUNITY A SCORE BASED ON COMPARISON TO OTHER COMMUNITIES, HEALTH TARGETS, AND TRENDS OVER TIME. SOCIOECONOMIC IMPACT AND DISPARITIES BETWEEN GROUPS (SUCH AS AGE, GENDER, OR RACE) ARE ALSO ACCOUNTED FOR IN THE HCI SOCIONEEDS INDEX WHICH RANKS AREAS BASED ON SOCIOECONOMIC VARIABLES THAT ARE KNOWN TO RESULT IN POOR HEALTH OUTCOMES. AFTER THE COMPLETION OF THE CHNA NEEDS WERE PRIORITIZED ACROSS THE SERVICE AREA AND ACCOUNTED FOR BY LEVEL OF NEED, BARRIERS TO CARE, KNOWN DISPARITIES AND RESOURCES AVAILABLE. THE FINDINGS OF THE ASSESSMENT ARE THEN USED TO SET GOALS FOR COMMUNITY HEALTH IMPROVEMENT AND TO DEVELOP STRATEGIC INITIATIVES TO ACHIEVE THOSE GOALS.
SCHEDULE H, PART VI; QUESTION 3 JHNE IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENTS FINANCIAL CIRCUMSTANCES. ADDITIONALLY, THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ORDER TO ENCOURAGE ITS PATIENTS TO APPLY, IF THEY ARE ELIGIBLE. THE FOLLOWING MEASURES ARE USED TO PUBLICIZE THIS POLICY TO THE COMMUNITY AND PATIENTS. COMMUNICATION IS WRITTEN IN CONSUMER-FRIENDLY TERMINOLOGY AND IN LANGUAGES THAT PATIENTS CAN UNDERSTAND. JHNE PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACTS WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. COMMUNITY NOTIFICATION ---------------------- THIS ORGANIZATIONS FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS AND A PLAIN LANGUAGE SUMMARY ARE MADE AVAILABLE TO THE COMMUNITY IN ENGLISH AS WELL AS ANY PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH THAT CONSTITUTE THE LESSER OF 5% OR 1,000 INDIVIDUALS, WHICHEVER IS LESS, OF THE PRIMARY COMMUNITIES SERVED. THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS, AND PLAIN LANGUAGE SUMMARY ARE ALSO MADE AVAILABLE, FREE OF CHARGE AS FOLLOWS: 1) ON THE JHNE WEBSITE AT WWW.ARIAHEALTH.ORG/FINANCIALASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS ANY JHNE HOSPITAL FACILITY AT THE FOLLOWING TELEPHONE NUMBERS: JEFFERSON BUCKS HOSPITAL (215) 949-5117; JEFFERSON FRANKFORD HOSPITAL (215) 831-2036; AND JEFFERSON TORRESDALE HOSPITAL (215) 612-3393. 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: JEFFERSON BUCKS HOSPITAL CASHIER OFFICE 380 NORTH OXFORD VALLEY ROAD LANGHORNE, PA 19047 JEFFERSON FRANKFORD HOSPITAL CASHIER OFFICE 4900 FRANKFORD AVENUE PHILADELPHIA, PA 19124 JEFFERSON TORRESDALE HOSPITAL CASHIER OFFICE 10800 KNIGHTS ROAD PHILADELPHIA, PA 19114 4) AS PART OF THE INTAKE OR DISCHARGE PROCESS, PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY ARE OFFERED TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. PERSONAL NOTIFICATION --------------------- JHNE USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. ADDITIONALLY, JHNE PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE.
SCHEDULE H, PART VI; QUESTION 4 JHNE IS A PENNSYLVANIA NONPROFIT ORGANIZATION WITH CAMPUSES IN PHILADELPHIA AND BUCKS COUNTY, PENNSYLVANIA, THAT CONSIDERS ITS COMMUNITY BENEFIT SERVICE AREA TO INCLUDE PROXIMATE PORTIONS OF PHILADELPHIA AND BUCKS COUNTIES WHERE ALMOST 1,044,000 PEOPLE LIVE. JHNE COMMUNITY BENEFIT (CB) AREAS ARE DEFINED AS THE AREAS PROXIMATE TO THE HOSPITALS WHERE APPROXIMATELY 90% OF PATIENTS RESIDE. THIS INCLUDES COMMUNITIES IN BUCKS AND PHILADELPHIA COUNTIES THAT ARE AGGREGATED INTO 5 GEOGRAPHICALLY CONTIGUOUS REGIONS DEFINED BY ZIP CODES. FOR COMPARISON, THE COMBINED DATA FOR BUCKS AND PHILADELPHIA COUNTIES IS PROVIDED. TWO COMPARATORS ARE WARRANTED DUE TO THE DISPARATE POPULATIONS OF PHILADELPHIA AND ITS SUBURBS. ALMOST 1,044,000 PEOPLE LIVE IN THE JEFFERSON HEALTH NORTHEASTS CB AREA. THIS REPRESENTS 48% OF ALL RESIDENTS OF BUCKS AND PHILADELPHIA COUNTIES COMBINED. LOWER NE/N PHILADELPHIA HAS A HIGHER PERCENT OF YOUTH AGES 0-17 AND LOWER BUCKS WEST HAS A HIGHER PERCENTAGE OF ADULTS AGED 65+ THAN OTHER CB AREAS, BUCKS, PHILADELPHIA, AND THE UNITED STATES. LOWER BUCKS WEST IS THE LEAST RACIAL/ETHNIC DIVERSE, WITH 88% OF THE POPULATION IDENTIFYING AS NON-HISPANIC WHITE. THE HIGHEST PROPORTION OF ASIAN AND PACIFIC ISLANDERS LIVE IN NORTHEAST PHILADELPHIA (12%), AND THE HIGHEST CONCENTRATION OF BLACK NON-HISPANICS (34%) LIVE IN LOWER NE/N PHILADELPHIA. THE HIGHEST CONCENTRATION OF HISPANICS RESIDE IN LOWER NE/N PHILADELPHIA (36%). JHNES COMMUNITY BENEFIT AREA IS AN AREA WITH DIVERSE UNDERLYING ECONOMIC AND STRUCTURAL BARRIERS SUCH AS INCOME, CULTURE/LANGUAGE, EDUCATION, INSURANCE, AND HOUSING THAT AFFECT OVERALL HEALTH. ACCORDING TO ITS MOST RECENTLY CONDUCTED CHNA ALMOST 2.2 MILLION PEOPLE LIVE IN BUCKS (627,000) AND PHILADELPHIA (1,557,000) COUNTIES. ACCORDING TO THE COUNTY HEALTH RANKINGS AND ROADMAPS 2018, THE POPULATION OF BUCKS COUNTY IS 86% NON-HISPANIC WHITE, 4% NON-HISPANIC AFRICAN AMERICAN, 5% HISPANIC OR LATINO, AND 5% ASIAN. THE RACIAL/ETHNIC DISTRIBUTION PHILADELPHIAS POPULATION IS VERY DIFFERENT: 36% NON-HISPANIC WHITE, 41% NON-HISPANIC AFRICAN AMERICAN, 14% HISPANIC OR LATINO, AND 7% ASIAN. THE PROPORTION OF RESIDENTS AGED LESS THAN 18 IN BUCKS COUNTY (20.5%) IS LOWER THAN IN PHILADELPHIA (22.6%) AND THE US (23.2%). THE PROPORTION AGE 65+ IS 17.8% IN BUCKS COUNTY, 14.7% IN THE US, AND 13% IN PHILADELPHIA. MEDIAN HOUSEHOLD INCOME IN BUCKS COUNTY ($80,100) IS SIGNIFICANTLY HIGHER THAN FOR PENNSYLVANIA ($56,900), WHILE THE MEDIAN HOUSEHOLD INCOME IN PHILADELPHIA IS MUCH LOWER ($41,500). TWO PERCENT ARE NOT PROFICIENT IN ENGLISH IN PENNSYLVANIA AND BUCKS COUNTY, AND 6% IN PHILADELPHIA LACK ENGLISH PROFICIENCY. INCOME AND POVERTY ------------------ JHNES CB AREA IS RELATIVELY HIGH IN SUBURBAN COMMUNITIES AND LOWER IN PHILADELPHIA. HOUSEHOLD INCOME IN LOWER NE/N PHILADELPHIA IS VERY LOW. WHILE THE MAJORITY OF THE POPULATION IN SUBURBAN AREAS ENJOY HOUSEHOLD INCOMES OF MORE THAN $75,000, POVERTY IS CONCENTRATED IN SOME COMMUNITIES, NOTABLY LOWER NE/N PHILADELPHIA, AND POVERTY IS DISPERSED THROUGHOUT THE JEFFERSON HEALTH NORTHEAST CB SERVICE AREAS. POVERTY CAN RESULT IN AN INCREASED RISK OF MORTALITY, PREVALENCE OF MEDICAL CONDITIONS AND DISEASE INCIDENCE, DEPRESSION, INTIMATE PARTNER VIOLENCE, AND POOR HEALTH BEHAVIORS. THE PERCENTAGE OF PEOPLE LIVING BELOW 200% OF THE FPL IN EACH REGION IS MUCH HIGHER COMPARED TO PEOPLE LIVING BELOW THE 100% FPL. FOR EXAMPLE, WHILE 5.8% OF PEOPLE IN LOWER BUCKS EAST WERE BELOW THE 100% FPL, ALMOST 18% ARE BELOW THE 200% FPL. IN ADDITION, THERE ARE PEOPLE LIVING IN DEEP POVERTY, DEFINED AS BELOW 50% OF THE FEDERAL POVERTY LEVEL, IN THE JEFFERSON HEALTH NORTHEAST CB AREA. THE HIGHEST CONCENTRATION DEEP POVERTY IS IN LOWER NE/N PHILADELPHIA. EDUCATION --------- THE LEVEL OF EDUCATION AMONG RESIDENTS IN JHNE CB AREA VARIES. RESIDENTS LIVING IN LOWER BUCKS WEST ARE MORE LIKELY TO HAVE COLLEGE DEGREES OR HIGHER (41%) COMPARED TO PHILADELPHIA (25%). ALMOST 28% OF RESIDENTS OF LOWER NE/N PHILADELPHIA DID NOT GRADUATE FROM HIGH SCHOOL COMPARED TO PHILADELPHIA (18%). EMPLOYMENT AND JOB TRAINING --------------------------- AS OF DECEMBER 2017, UNEMPLOYMENT IN BUCKS (3.7%) WAS AMONG THE LOWEST IN THE METROPOLITAN AREA, AND WAS LOWER THAN THE U.S. AVERAGE OF 3.9%. THE UNEMPLOYMENT RATE IN PHILADELPHIA WAS 5.6%. UNEMPLOYMENT DECREASED .2% TO .3% IN THESE COUNTIES FROM THE PRIOR YEAR. FOR JEFFERSON HEALTH NORTHEAST CB AREA'S VULNERABLE ADULTS, FINDING A JOB WITH FAMILY-SUSTAINING WAGES IS ONLY THE FIRST HURDLE ON THE PATH TO ECONOMIC STABILITY. BECAUSE OF PHYSICAL AND MENTAL HEALTH CHALLENGES, A LACK OF PEER SUPPORT AND LIMITED WORK EXPERIENCE, LOW SKILLED ADULTS OFTEN FIND IT DIFFICULT TO NOT ONLY OBTAIN JOBS, BUT TO RETAIN THEIR JOBS. ONCE EMPLOYED, MANY RESIDENTS IN THESE COMMUNITIES NEED TO RECEIVE ON-GOING COUNSELING AND SUPPORT SERVICES TO IMPROVE THEIR WORK HABITS, MANAGE WORK-RELATED STRESS, BALANCE FAMILY AND WORK OBLIGATIONS, AND EFFECTIVELY MANAGE CHRONIC HEALTH CONDITIONS. HEALTH INSURANCE ---------------- UNDER THE AFFORDABLE CARE ACT, MILLIONS OF AMERICANS BECAME ELIGIBLE FOR NEW COVERAGE OPPORTUNITIES IN 2014. IN 2017, 8.8 MILLION AMERICANS ENROLLED FOR HEALTH INSURANCE COVERAGE THROUGH THE FEDERAL MARKETPLACE DESPITE CUTS IN FUNDING AND LENGTH OF THE ENROLLMENT PERIOD, INCLUDING MORE THAN A MILLION GAINING NEW COVERAGE. THE HEALTHY PEOPLE 2020 GOAL IS INSURANCE FOR EVERYONE. IN BUCKS AND PHILADELPHIA, 6.0% AND 12.4% OF ADULTS AGED 18-64 RESPECTIVELY ARE UNINSURED. THE PERCENT OF ADULTS AGED 18-64 WITHOUT INSURANCE RANGES FROM 4.7% IN LOWER BUCKS WEST TO 12% IN LOWER NE/N PHILADELPHIA. BLACK AND HISPANIC RESIDENTS ARE MORE LIKELY TO BE UNINSURED. MORE THAN A THIRD OF THE POPULATION IN BUCKS AND CLOSE TO 40% IN PHILADELPHIA ENROLLED FOR HEALTH INSURANCE THROUGH HEALTHCARE.GOV. FEWER PEOPLE IN LOWER BUCKS EAST, AN AREA WITH A RELATIVELY HIGH HEALTH INSURANCE COVERAGE RATE, USED HEALTHCARE.GOV, PERHAPS BECAUSE THEY WERE ALREADY COVERED WITH SATISFACTORY INSURANCE. FOR THE 2017 OPEN ENROLLMENT PERIOD, THERE WERE 7,500 AND 18,003 NEW ENROLLEES FROM BUCKS AND PHILADELPHIA COUNTIES RESPECTIVELY WHO SELECTED MARKETPLACE PLANS. EXCEPT IN LOWER NE/N PHILADELPHIA, THE MAJORITY OF RESIDENTS IN JEFFERSON HEALTH NORTHEAST CB AREAS HAVE INSURANCE THROUGH WORK, SCHOOL, OR A UNION. LOWER NE/N PHILADELPHIA RESIDENTS ARE MORE OFTEN COVERED BY MEDICAL ASSISTANCE AND MEDICARE. AFFORDABILITY OF HEALTH INSURANCE PREMIUMS, CO-PAYS, AND DEDUCTIBLES IS A CONCERN FOR THE MAJORITY OF RESIDENTS IN JEFFERSON HEALTH NORTHEASTS CB AREAS. RESIDENTS OF LOWER BUCKS EAST, WHO ENROLLED LEAST OFTEN THROUGH HEALTHCARE.GOV, REPORTED THE MOST DIFFICULTY FINDING PLANS WITH AFFORDABLE PREMIUMS, CO-PAYS, AND DEDUCTIBLES. PERHAPS THIS IS BECAUSE RESIDENTS IN THESE RELATIVELY AFFLUENT SUBURBS DID NOT QUALITY FOR SUBSIDIZED HEALTH INSURANCE PLANS. LITERACY -------- HEALTH LITERACY IS A STRONGER PREDICTOR OF INDIVIDUAL HEALTH STATUS THAN AGE, INCOME, EMPLOYMENT STATUS, EDUCATION LEVEL OR RACIAL/ETHNIC GROUP. INADEQUATE HEALTH LITERACY, AS MEASURED BY READING FLUENCY, INDEPENDENTLY PREDICTS ALL-CAUSE MORTALITY AND CARDIOVASCULAR DEATH AMONG COMMUNITY DWELLING ELDERLY PERSONS. HEALTH LITERACY ALSO CONTRIBUTES TO DISPARITIES ASSOCIATED WITH RACE/ETHNICITY AND EDUCATIONAL ATTAINMENT IN SELF-RATED HEALTH AND SOME PREVENTIVE MEASURES. RACE/ETHNICITY (AFRICAN AMERICAN AND LATINO/HISPANIC), AGE (OLDER THAN 65), NOT COMPLETING HIGH SCHOOL, POVERTY, AND NOT SPEAKING ENGLISH PRIOR TO ENTERING SCHOOL HAVE ALSO BEEN ASSOCIATED WITH LOWER LITERACY LEVELS. OLDER ADULTS ARE DISPROPORTIONATELY MORE LIKELY TO HAVE BELOW BASIC HEALTH LITERACY THAN ANY OTHER AGE GROUP. ALMOST THREE IN TEN (29%) OF PEOPLE AGE 65 AND OVER HAVE A HEALTH LITERACY LEVEL OF BELOW BASIC COMPARED WITH 13% OF PEOPLE AGE 5064 AND 11% OF PEOPLE AGE 40-49. ADDITIONAL DEMOGRAPHIC INFORMATION IS INCLUDED ON JHNES WEBSITE. THE WEBSITE INCLUDES A COMMUNITY DASHBOARD. WITHIN THE COMMUNITY DASHBOARD THERE IS A FEATURE "FIND DEMOGRAPHIC DATA" WHICH PROVIDES DEMOGRAPHIC INFORMATION OF YOUR COMMUNITY. EXAMPLES OF DEMOGRAPHIC INFORMATION INCLUDE POPULATION SIZE, AGE STRUCTURE, RACIAL AND ETHNIC COMPOSITION, POPULATION GROWTH, AND DENSITY.
SCHEDULE H, PART VI; QUESTION 5 JHNE AIMS TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS AND TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE AND RESPECTFUL CARE, REGARDLESS OF ABILITY TO PAY. JHNE IS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY. EACH OF THE ORGANIZATION'S THREE COMMUNITY HOSPITALS DEDICATE RESOURCES TO COMMUNITY BENEFIT ACTIVITIES INCLUDING EDUCATIONAL SEMINARS ON PERTINENT TOPICS AS IDENTIFIED IN THE CHNA, FREE HEALTH SCREENINGS, AND A VARIETY OF SUPPORT GROUPS TO ASSIST PATIENTS AND THEIR FAMILY MEMBERS MANAGE ILLNESS. THE COMMUNITY HEALTH SECTION OF ARIA HEALTH'S WEBSITE ALSO CONTAINS RESOURCES FOR COMMUNITY MEMBERS INCLUDING INFORMATION AND RISK ASSESSMENT TOOLS FOR COMMON HEALTHCARE RISKS. THE WEBSITE CONTAINS A "LOCATE PROMISING PRACTICES LINKS" WHICH CONTAINS BEST PRACTICES RELATED TO HEALTH OR QUALITY OF LIFE THAT HAVE BEEN FOUND TO BE USEFUL IN IMPROVING THE HEALTH OF A COMMUNITY IN SOME WAY. IN BUCKS COUNTY, JHNE IS A PARTNER IN THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP (BCHIP), WHICH OFFERS HEALTHCARE TO UNINSURED RESIDENTS OF BUCKS COUNTY.
SCHEDULE H, PART VI; QUESTION 6 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HOSPITAL, ABINGTON HEALTH, ARIA HEALTH, KENNEDY HEALTH SYSTEM AND MAGEE REHABILITATION HOSPITAL ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR THE RESIDENTS OF SOUTHERN NEW JERSEY AND THE GREATER PHILADELPHIA REGION. TJU IS THE SOLE CORPORATE MEMBER OF THESE ORGANIZATIONS. OUTLINED BELOW IS A SUMMARY OF THE ENTITIES WHICH COMPRISE THE SYSTEM: NOT-FOR-PROFIT ARIA HEALTH SYSTEM ENTITIES ========================================== THOMAS JEFFERSON UNIVERSITY --------------------------- THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). TJU IS THE PARENT COMPANY THAT FINANCIALLY AND CORPORATELY INTEGRATES THOMAS JEFFERSON UNIVERSITY AMONG ITS SUBSIDIARY ENTITIES. THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH (ALSO KNOWN COLLECTIVELY AS ("JEFFERSON") IS AN ACADEMIC MEDICAL CENTER DEDICATED TO EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES; DISCOVERING NEW TREATMENTS AND THERAPIES THAT WILL DEFINE THE FUTURE OF CLINICAL CARE; AND PROVIDING EXCEPTIONAL PRIMARY CARE THROUGH COMPLEX QUATERNARY CARE TO PATIENTS IN THE COMMUNITIES SERVED THROUGHOUT THE DELAWARE VALLEY. FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE (JMC), AND NOW KNOWN AS SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY (TJU), THE UNIVERSITY ALSO INCLUDES THE JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES, HEALTH PROFESSIONS, NURSING, PHARMACY, AND POPULATION HEALTH. TJU ENROLLS MORE THAN 3,800 FUTURE PHYSICIANS, SCIENTISTS AND HEALTHCARE PROFESSIONALS. TJUH SYSTEM, INC. ----------------- TJUH SYSTEM, INC. ("TJUHS") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). TJUHS IS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR ALL OTHER HOSPITAL ENTERPRISE ORGANIZATIONS. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ------------------------------------------- JEFFERSON HEALTH IS THE CLINICAL ARM OF THE ORGANIZATION. IT INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). TJUH 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 HEALTHCARE PROFESSIONALS ARE TRAINED IN A CLINICAL SETTING. TJUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. TJUH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. EMERGENCY TRANSPORT ASSOCIATES, INC. ------------------------------------ EMERGENCY TRANSPORT ASSOCIATES, INC. ("ETA") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). ETA SEEKS TO PROVIDE HIGH QUALITY AIR AND GROUND MEDICAL TRANSPORTATION SERVICES TO PATIENTS WHO ARE ADMITTED TO OR DISCHARGED FROM JEFFERSON FACILITIES. JEFFEX, INC. ------------ JEFFEX, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFEX, INC. IS A HOLDING COMPANY PROVIDING PLANNING, MANAGEMENT AND OVERSIGHT FOR CERTAIN NON-ACUTE CARE, NON-PROFIT SUBSIDIARY ORGANIZATIONS. JEFFERSON PHYSICIAN SERVICES ---------------------------- JEFFERSON PHYSICIAN SERVICES IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFERSON PHYSICIAN SERVICES PROVIDES SUPPORT TO VARIOUS RELATED THOMAS JEFFERSON INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS. JEFFERSON MEDICAL CARE ---------------------- JEFFERSON MEDICAL CARE ("JMC") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JMC PROVIDES PHYSICIAN SERVICES IN THE AREAS OF FAMILY MEDICINE, ORAL SURGERY AND INTEGRATIVE MEDICINE. JEFFERSON UNIVERSITY PHYSICIANS ------------------------------- JEFFERSON UNIVERSITY PHYSICIANS ("JUP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JUP IS CHARGED IN SUPPORTING THE MEDICAL CARE, EDUCATION AND RESEARCH OF TJU, SKMC AND TJUHS. JEFFERSON UNIVERSITY PHYSICIANS OF NEW JERSEY, P.C. --------------------------------------------------- JEFFERSON UNIVERSITY PHYSICIANS OF NJ, P.C. ("JUPNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JUPNJ IS CHARGED IN SUPPORTING THE MEDICAL CARE, EDUCATION AND RESEARCH OF TJU, SKMC AND TJUHS. METHODIST ASSOCIATES IN HEALTHCARE, INC. ---------------------------------------- METHODIST ASSOCIATES IN HEALTHCARE, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). METHODIST ASSOCIATES IN HEALTHCARE, INC. PROVIDES PROFESSIONAL SERVICES. METHODIST ASSOCIATES IN HEALTHCARE OF NEW JERSEY, P.C. ------------------------------------------------------ METHODIST ASSOCIATES IN HEALTHCARE OF NEW JERSEY, P.C. ("MAHCNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). MAHCNJ IS A PROFESSIONAL CORPORATION WHOSE STOCK IS NOMINALLY OWNED BY AN EMPLOYED PHYSICIAN OF TJUHS. SUTHBREIT PROPERTIES, LTD. -------------------------- SUTHBREIT PROPERTIES, LTD. ("SP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(2). SP ACTS AS A REAL ESTATE HOLDING COMPANY FOR VARIOUS PROPERTIES. WALNUT HOME THERAPEUTICS, INC. ------------------------------ WALNUT HOME THERAPEUTICS, INC. ("WHT") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(2). WHT PROVIDES MEDICATIONS IN THE HOME TO ASSIST IN TRANSITIONING PATIENTS FROM A HOSPITAL OF SKILLED FACILITY TO INDEPENDENT LIVING, PRIMARILY THROUGH INTRAVENOUS DRUG DELIVERY METHODOLOGIES, IN SUPPORT OF TJUH AND OTHER PHILADELPHIA AREA HOSPITALS, AND SERVES AS A SPECIALTY PHARMACY THAT PROVIDES A UNIQUE SERVICE TO CLINICALLY COMPLEX PATIENTS. SPECIALTY MEDICATIONS ARE TYPICALLY BIOTECHNOLOGY-DERIVED MEDICATIONS THAT TREAT RARE AND CHRONIC CONDITIONS.
SCHEDULE H, PART VI; QUESTION 6 ABINGTON HEALTH --------------- ABINGTON HEALTH ("AH") IS A NOT FOR PROFIT HOLDING COMPANY BASED IN ABINGTON, PENNSYLVANIA. AH IS THE SOLE CORPORATE MEMBER OF A NUMBER OF NOT FOR-PROFIT ENTITIES AS OUTLINED HEREIN. AS THE PARENT ORGANIZATION OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, AH STRIVES TO CONTINUALLY DEVELOP AND OPERATE AN INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH PROVIDES A COMPREHENSIVE SPECTRUM OF MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA COUNTIES INCLUDING EASTERN MONTGOMERY, PORTIONS OF BUCKS AND PHILADELPHIA COUNTIES, PENNSYLVANIA. AH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). ABINGTON MEMORIAL HOSPITAL -------------------------- ABINGTON MEMORIAL HOSPITAL ("AMH") IS A 665-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN ABINGTON, MONTGOMERY COUNTY, PENNSYLVANIA. AMH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, AMH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. AMH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. LANSDALE HOSPITAL CORPORATION ----------------------------- LANSDALE HOSPITAL CORPORATION ("LHC") IS A 140-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN LANSDALE, MONTGOMERY COUNTY, PENNSYLVANIA. LHC IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, LHC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. LHC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ABINGTON HEALTH FOUNDATION -------------------------- ABINGTON HEALTH FOUNDATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THROUGH FUNDRAISING ACTIVITIES THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. ARIA HEALTH SYSTEM, INC. ------------------------ ARIA HEALTH SYSTEM, INC. ("AHS") IS THE TAX-EXEMPT PARENT OF THE ARIA HEALTH SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER AHS OR ANOTHER AHS AFFILIATE CONTROLLED BY AHS. THE SYSTEM IS AN INTEGRATED SYSTEM OF HEALTHCARE PROVIDERS THROUGHOUT THE COMMONWEALTH OF PENNSYLVANIA AND IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST ("JHNE") ------------------------------------------------------- JHNE IS COMPRISED OF THREE HOSPITAL CAMPUSES, MULTIPLE OUTPATIENT CENTERS AND A GROWING NETWORK OF PHYSICIANS THAT SERVE THE NORTHEAST PHILADELPHIA AND BUCKS COUNTY COMMUNITIES. JHNE'S JEFFERSON FRANKFORD HOSPITAL IS A 115-BED HOSPITAL FACILITY WHICH OFFERS AN ARRAY OF EMERGENCY, INPATIENT, OUTPATIENT MEDICAL AND SURGICAL SERVICES. ALSO LOCATED ON JEFFERSON FRANKFORD HOSPITAL IS THE HEALTH CENTER CLINIC WHICH HANDLES MORE THAN 5,000 OUTPATIENT CASES PER YEAR, ALONG WITH THE ARIA HEALTH SCHOOL OF NURSING, WHICH OPENED A YEAR AFTER THE HOSPITAL AND IS NOW THE LARGEST HOSPITAL-BASED NURSING SCHOOL IN PENNSYLVANIA. JHNE'S JEFFERSON TORRESDALE HOSPITAL IS A 258-BED HOSPITAL FACILITY THAT OFFERS AN ARRAY OF INPATIENT AND OUTPATIENT MEDICAL, SURGICAL AND EMERGENCY SERVICES. ARIA HEALTH - TORRESDALE IS ALSO A STATE-ACCREDITED LEVEL II TRAUMA CENTER, ONE OF THE ORIGINAL NINE TRAUMA SITES DESIGNATED BY THE COMMONWEALTH OF PENNSYLVANIA. JHNE'S JEFFERSON BUCKS HOSPITAL IS A 112-BED HOSPITAL FACILITY THAT OFFERS AN ARRAY OF EMERGENCY, INPATIENT, OUTPATIENT, MEDICAL AND SURGICAL SERVICES. JHNE IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, JHNE PROVIDES EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, JHNE OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ARIA HEALTH PHYSICIAN SERVICES ------------------------------ ARIA HEALTH PHYSICIAN SERVICES IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(III). THE ORGANIZATION SUPPORTS JHNE, A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. ARIA HEALTH ORTHOPAEDICS ------------------------ ARIA HEALTH ORTHOPAEDICS IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). THE ORGANIZATION SUPPORTS JHNE, A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. JEFFERSON HEALTH NORTHEAST FOUNDATION --------------------------------------- JEFFERSON HEALTH NORTHEAST FOUNDATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THIS ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT AND FOR THE BENEFIT OF ARIA HEALTH SYSTEM, INC.; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. KENNEDY HEALTH SYSTEM, INC. --------------------------- KENNEDY HEALTH SYSTEM, INC. ("KHS") IS THE TAX-EXEMPT PARENT OF THE KENNEDY HEALTH SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS KHS. THE SYSTEM IS AN INTEGRATED SYSTEM OF HEALTHCARE PROVIDERS THROUGHOUT NEW JERSEY AND IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(VI). KENNEDY UNIVERSITY HOSPITAL, INC. --------------------------------- KENNEDY UNIVERSITY HOSPITAL, INC. ("KUH") IS A NON-PROFIT NEW JERSEY CORPORATION WHICH OWNS AND OPERATES A 607-BED MULTI-CAMPUS HOSPITAL SYSTEM WITH HOSPITAL FACILITIES IN STRATFORD, CHERRY HILL AND TURNERSVILLE (WASHINGTON TOWNSHIP), NEW JERSEY. THE HOSPITAL IS THE MAJOR TEACHING AFFILIATE OF THE ROWAN UNIVERSITY SCHOOL OF OSTEOPATHIC MEDICINE. THE HOSPITAL PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES, AS WELL AS HOME HEALTH, DIALYSIS, RADIATION ONCOLOGY AND REHABILITATION SERVICES, PRINCIPALLY TO RESIDENTS OF CAMDEN AND GLOUCESTER COUNTIES, NEW JERSEY. KUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, KUH PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX OR ABILITY TO PAY. MOREOVER, IT OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. KENNEDY HEALTH FACILITIES, INC. ------------------------------- KENNEDY HEALTH FACILITIES, INC. IS A NON-PROFIT NURSING HOME CONSISTING OF 190 BEDS (130 LONG-TERM CARE BED AND 60 SUB-ACUTE CARE BEDS). KHF IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). KENNEDY HEALTH CARE FOUNDATION, INC. ------------------------------------ KENNEDY HEALTH CARE FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION WHICH IS RESPONSIBLE FOR THE FUNDRAISING ACTIVITIES OF THE SYSTEM. THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(VI).
SCHEDULE H, PART VI; QUESTION 6 KENNEDY MEDICAL GROUP PRACTICE, P.C. ------------------------------------ KENNEDY MEDICAL GROUP PRACTICE, P.C. D/B/A KENNEDY HEALTH ALLIANCE, IS A TAX-EXEMPT PROFESSIONAL CORPORATION AND OPERATES AS A NETWORK OF PRIMARY PHYSICIAN GROUPS AND SPECIALISTS WITH OFFICES LOCATED THROUGHOUT THE SOUTH JERSEY REGION. AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). KENNEDY PROPERTY CORPORATION ---------------------------- KENNEDY PROPERTY CORPORATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). KPC IS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR ALL OTHER HOSPITAL ENTERPRISE ORGANIZATIONS. STAT MEDICAL TRANSPORT, INC. ---------------------------- STAT MEDICAL TRANSPORT, INC. IS A NOT-FOR-PROFIT AMBULANCE COMPANY WHICH OWNS AND OPERATES AMBULANCES THAT SERVICE THE HOSPITAL AND THE COMMUNITY. THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). PHILADELPHIA UNIVERSITY ----------------------- PHILADELPHIA UNIVERSITY IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THE ORGANIZATION FUNCTIONS AS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. MAGEE REHABILITATION HOSPITAL ----------------------------- MAGEE REHABILITATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, MAGEE REHABILITATION PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, MAGEE REHABILITATION OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. FOR-PROFIT HEALTH SYSTEM ENTITIES ================================== 1100 WALNUT ASSOCIATES, LLC --------------------------- 1100 WALNUT ASSOCIATES, LLC IS A LIMITED LIABILITY COMPANY WHICH ENGAGES IN REAL ESTATE ACTIVITY. TMB ENTERPRISE PARTNERSHIP, LLC ------------------------------- TMB ENTERPRISE PARTNERSHIP, LLC IS A PARTNERSHIP OWNED BY ARIA HEALTH SYSTEM AFFILIATES. THIS ORGANIZATION ENGAGES IN REAL ESTATE ACTIVITY. JUNIATA MEDICAL BUILDING PARTNERS, LLC -------------------------------------- JUNIATA MEDICAL BUILDING PARTNERS, LLC IS A PARTNERSHIP OWNED BY ARIA HEALTH SYSTEM AFFILIATES. THIS ORGANIZATION ENGAGES IN REAL ESTATE ACTIVITY. MEDICAL IMAGING ASSOCIATES, LLC ------------------------------- MEDICAL IMAGING ASSOCIATES, LLC IS A PARTNERSHIP WHICH IS OWNED 83% BY ARIA HEALTH SYSTEM; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THIS ORGANIZATION RENTS MEDICAL EQUIPMENT TO SYSTEM AFFILIATES. ATRIUM CORPORATION ------------------ ATRIUM CORPORATION IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS TJUHS. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS A TAXABLE HOLDING COMPANY PROVIDING OVERSIGHT FOR OWNED FOR-PROFIT SUBSIDIARY ORGANIZATIONS. HEALTHMARK, INC. ---------------- HEALTHMARK, INC. IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS THE ATRIUM CORPORATION. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION PROVIDES WORKERS COMPENSATION SERVICES AND EMPLOYEE PHYSICALS AND TESTING. JEFFCARE, INC. -------------- JEFFCARE, INC. IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS TJUHS. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION NEGOTIATES AND COORDINATES MANAGED CARE CONTRACTS AND SUPPORTS JEFFCARE ALLIANCE, LLC. THE ORGANIZATION IS A PHYSICIAN-HOSPITAL ORGANIZATION ("PHO"). JEFFERSON ACUTE CARE PHYSICIANS, P.C. ------------------------------------- JEFFERSON ACUTE CARE PHYSICIANS, P.C. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION PROVIDES MEDICAL SERVICES. JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA, P.C. ------------------------------------------------ JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA, P.C. IS A FOR-PROFIT ENTITY. THE ORGANIZATION WAS ORGANIZED TO PROVIDE TELEMEDICINE SERVICES. TELEMEDICINE SEEKS TO IMPROVE A PATIENT'S HEALTH BY PERMITTING TWO-WAY, REAL TIME INTERACTIVE COMMUNICATION BETWEEN THE PATIENT, AND THE PHYSICIAN OR PRACTITIONER AT THE DISTANT SITE. THIS ORGANIZATION IS CURRENTLY INACTIVE. MID-ATLANTIC MATERNAL FETAL INSTITUTE, INC. ------------------------------------------- MID-ATLANTIC MATERNAL FETAL INSTITUTE, INC. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. MID-ATLANTIC MATERNAL FETAL INSTITUTE, PC ----------------------------------------- MID-ATLANTIC MATERNAL FETAL INSTITUTE, PC IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. TJU, INC. --------- TJU, INC. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING RENTAL SPACE. WALNUT REALTY ------------- WALNUT REALTY IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING RENTAL SPACE. 925 WALNUT STREET CORP. ----------------------- 925 WALNUT STREET CORP. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN WILMINGTON, DELAWARE. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING A PARKING GARAGE. SYSTEM SERVICE CORPORATION -------------------------- SYSTEM SERVICE CORPORATION IS A FOR-PROFIT HOLDING CORPORATION LOCATED IN DELAWARE. T.F. DEVELOPMENT, INC. ---------------------- T.F. DEVELOPMENT, INC. IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS SYSTEM SERVICE CORPORATION. THE ORGANIZATION MANAGES RENTAL REAL ESTATE. HEALTH CARE, INC. ----------------- HEALTH CARE, INC. IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS SYSTEM SERVICE CORPORATION. THE ORGANIZATION OPERATES A PHARMACY IN BUCKS COUNTY, PENNSYLVANIA. KENNEDY MANAGEMENT GROUP, INC. ------------------------------ KENNEDY MANAGEMENT GROUP, INC. IS A FOR-PROFIT CORPORATION THAT INVESTS IN FOR-PROFIT BUSINESSES TO FURTHER ITS MISSION. KMG ACCOUNTS FOR INVESTMENTS UNDER THE EQUITY METHOD AND HAS A 50% INTEREST IN THE OPERATIONS OF HEALTHTRAX FITNESS GYM, LLC, A 20% INTEREST IN MAB BUILDING ASSOCIATES, AND A 26% INTEREST IN KHS AMBULATORY SURGERY CENTER, LLC. KMG FILES ITS FEDERAL TAX RETURN IN CONSOLIDATION WITH PROFESSIONAL MEDICAL MANAGEMENT, INC. PROFESSIONAL MEDICAL MANAGEMENT, INC. ------------------------------------- PROFESSIONAL MEDICAL MANAGEMENT, INC. IS A SUBSIDIARY OF KENNEDY MANAGEMENT GROUP, INC. THIS CORPORATION IS A FOR-PROFIT COLLECTION SERVICE COMPANY. KENNEDY ACCESS INCORPORATED --------------------------- KENNEDY ACCESS INCORPORATED IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS KENNEDY HEALTH SYSTEM, INC. THE ORGANIZATION IS CURRENTLY INACTIVE.
SCHEDULE H, PART VI; QUESTION 6 JOINT VENTURES ============== RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LP --------------------------------------------- RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LP IS A LIMITED PARTNERSHIP OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 50.49% MAJORITY INTEREST. RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LLC ---------------------------------------------- RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 51% MAJORITY INTEREST. JEFFERSON UNIVERSITY RADIOLOGY ASSOCIATES, LLC ---------------------------------------------- JEFFERSON UNIVERSITY RADIOLOGY ASSOCIATES, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 80% MAJORITY INTEREST. JEFFERSON COMPREHENSIVE CONCUSSION CENTER, LLC ---------------------------------------------- JEFFERSON COMPREHENSIVE CONCUSSION CENTER, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. HOLDS A 32.5% INTEREST IN AND JEFFERSON UNIVERSITY PHYSICIANS HOLDS A 33.9% INTEREST IN. ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ------------------------------------------- ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 54% MAJORITY INTEREST. JEFFHEDGE, LLC -------------- JEFFHEDGE, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOLDS A 70% MAJORITY INTEREST. MLJH, LLC --------- MLJH, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. HAS A 50% INTEREST. THIS ORGANIZATION WAS CREATED TO INVEST IN PHYSICIANS CARE SURGICAL HOSPITAL, LP, A PENNSYLVANIA LIMITED PARTNERSHIP WHICH OPERATES A SPECIALTY SURGICAL HOSPITAL. GARDEN STATE RADIOLOGY NETWORK, LLC ----------------------------------- GARDEN STATE RADIOLOGY NETWORK, LLC WILL DEVELOP, OWN, OPERATE AND MANAGE A DIAGNOSTIC IMAGING NETWORK FOR THE SYSTEM. KENNEDY HEALTH SYSTEM, INC. HAS A 51% INTEREST IN THE ORGANIZATION. KENNEDY CHERRY HILL SURGICAL CENTER, LLC ---------------------------------------- KENNEDY CHERRY HILL SURGICAL CENTER, LLC IS A LIMITED LIABILITY COMPANY OF WHICH KENNEDY UNIVERSITY HOSPITAL, INC. HAS A 51% INTEREST. THIS ORGANIZATION OPERATES A SURGICAL CENTER.
SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH THE COMMONWEALTH OF PENNSYLVANIA.
Schedule H (Form 990) 2019
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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
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 on 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 on 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 nonfixed
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) 2019

Schedule J (Form 990) 2019
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
1PETER J FARANO MD
TRUSTEE 		(i)

(ii)		 0
-------------
343,182 		0
-------------
0 		0
-------------
2,297 		0
-------------
21,600 		0
-------------
1,653 		0
-------------
368,732 		0
-------------
0
2CLIFTON R HALL MD
TRUSTEE 		(i)

(ii)		 0
-------------
497,441 		0
-------------
0 		0
-------------
19,256 		0
-------------
18,900 		0
-------------
24,540 		0
-------------
560,137 		0
-------------
0
3KATHLEEN KINSLOWCRNAEDDMBA
TRUSTEE - CEO 		(i)

(ii)		 160,592
-------------
675,426 		0
-------------
285,187 		83,650
-------------
44,620 		15,900
-------------
331,855 		1,172
-------------
15,396 		261,314
-------------
1,352,484 		79,958
-------------
0
4GERALD WYDRO MD
TRUSTEE 		(i)

(ii)		 0
-------------
427,267 		0
-------------
21,116 		0
-------------
671 		0
-------------
13,400 		0
-------------
24,356 		0
-------------
486,810 		0
-------------
0
5SANDRA L GOMBERG RN MSN
TRUSTEE-PRESIDENT (TERM 07/17) 		(i)

(ii)		 171,544
-------------
0 		77,361
-------------
0 		269,882
-------------
0 		13,250
-------------
0 		11,043
-------------
0 		543,080
-------------
0 		0
-------------
0
6DEBORAH A DATTE ESQ
ASSISTANT SECRETARY 		(i)

(ii)		 0
-------------
358,987 		0
-------------
109,110 		0
-------------
48,914 		0
-------------
48,124 		0
-------------
8,104 		0
-------------
573,239 		0
-------------
25,269
7MICHAEL B WALSH
ASSISTANT TREASURER 		(i)

(ii)		 0
-------------
460,923 		0
-------------
131,699 		0
-------------
235,014 		0
-------------
179,581 		0
-------------
14,389 		0
-------------
1,021,606 		0
-------------
211,884
8RONALD KUMOR
SVP NTWK DEV & PRES/CEO AHPS 		(i)

(ii)		 407,969
-------------
0 		125,842
-------------
0 		6,999
-------------
0 		54,701
-------------
0 		21,355
-------------
0 		616,866
-------------
0 		0
-------------
0
9RICHARD GALUP MBA MS OTRL
SVP OPERATIONS & PRESIDENT AHO 		(i)

(ii)		 390,570
-------------
0 		94,369
-------------
0 		7,573
-------------
0 		50,299
-------------
0 		21,366
-------------
0 		564,177
-------------
0 		0
-------------
0
10GARY W WELCH
CHIEF MEDICAL OFFICER 		(i)

(ii)		 296,787
-------------
37,668 		71,532
-------------
0 		17,184
-------------
3,285 		24,300
-------------
0 		13,469
-------------
1,584 		423,272
-------------
42,537 		0
-------------
0
11MICHELLE CONLEY RN
CHIEF NURSING OFFICER 		(i)

(ii)		 267,668
-------------
0 		92,836
-------------
0 		23,858
-------------
0 		45,070
-------------
0 		14,524
-------------
0 		443,956
-------------
0 		0
-------------
0
12DANIEL WALSH
CHIEF INFORMATION OFFICER 		(i)

(ii)		 259,460
-------------
0 		64,901
-------------
0 		3,277
-------------
0 		15,912
-------------
0 		18,796
-------------
0 		362,346
-------------
0 		0
-------------
0
13DORINDA CAROLINA
CHIEF HUMAN RESOURCES OFFICER 		(i)

(ii)		 237,544
-------------
0 		63,336
-------------
0 		25,624
-------------
0 		41,725
-------------
0 		18,802
-------------
0 		387,031
-------------
0 		0
-------------
0
14WILLIAM DEGNAN
VP FINANCE 		(i)

(ii)		 214,464
-------------
0 		39,514
-------------
0 		852
-------------
0 		15,413
-------------
0 		21,541
-------------
0 		291,784
-------------
0 		0
-------------
0
15MARRIANN MERCADO
CLINICAL ASSOC EXECUTIVE DIR. 		(i)

(ii)		 171,038
-------------
0 		31,739
-------------
0 		609
-------------
0 		6,900
-------------
0 		7,122
-------------
0 		217,408
-------------
0 		0
-------------
0
16KAREN SOBCZAK
CLINICAL DIRECTOR 		(i)

(ii)		 171,270
-------------
0 		31,739
-------------
0 		336
-------------
0 		10,350
-------------
0 		7,140
-------------
0 		220,835
-------------
0 		0
-------------
0
17MELISSA DUNLOP
DIRECTOR, ADVANCED PRCT SVCS. 		(i)

(ii)		 169,780
-------------
0 		31,363
-------------
0 		203
-------------
0 		6,695
-------------
0 		3,614
-------------
0 		211,655
-------------
0 		0
-------------
0
18DOMINIC J WEBSTER
ADMIN DIRECTOR PHARMACY SVCS. 		(i)

(ii)		 178,678
-------------
0 		17,094
-------------
0 		359
-------------
0 		14,705
-------------
0 		20,870
-------------
0 		231,706
-------------
0 		0
-------------
0
19JOHN ANDREW DEVOE
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		432,598
-------------
0 		0
-------------
0 		0
-------------
0 		432,598
-------------
0 		0
-------------
0
20STANTON SEGAL MD
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		394,528
-------------
0 		0
-------------
0 		0
-------------
0 		394,528
-------------
0 		36,169
-------------
0
21RAFAEL M VILLALOBOS ESQ
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		304,408
-------------
0 		0
-------------
0 		0
-------------
0 		304,408
-------------
0 		0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
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
CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2017 FORMS W-2.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS INCLUDED IN SCHEDULE J, PART II, RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: SANDRA L. GOMBERG, RN, MSN, $263,304; JOHN ANDREW DEVOE, $432,598; STANTON SEGAL, M.D., $355,992 AND RAFAEL M. VILLALOBOS, ESQ., $304,408.
SCHEDULE J, PART I; QUESTION 4B THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE PARTICIPATION IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: KATHLEEN KINSLOW, CRNA, EDD, MBA, $79,958; DEBORAH A. DATTE, ESQ., $25,269; MICHAEL B. WALSH, $211,884 AND STANTON SEGAL, M.D., $38,536. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, EDD, MBA, $71,876; DEBORAH A. DATTE, ESQ., $35,624; MICHAEL B. WALSH, $167,081; RONALD KUMOR, $41,201; RICHARD GALUP, MBA, MS, OTR/L, $39,499; MICHELLE CONLEY, R.N., $28,870 AND DORINDA CAROLINA, $26,078. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A TJU RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, EDD, MBA, $224,879.
SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2017 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, EDD, MBA, $79,958; DEBORAH A. DATTE, ESQ., $25,269; MICHAEL B. WALSH, $211,884 AND STANTON SEGAL, M.D., $36,169.
Schedule J (Form 990) 2019

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 Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
Return Reference Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS BACKGROUND ========== ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST ("JHNE") IS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY. WITH THREE LEADING-EDGE COMMUNITY HOSPITALS AND A STRONG NETWORK OF OUTPATIENT CENTERS AND PRIMARY CARE PHYSICIANS, JHNE UPHOLDS A LONGSTANDING TRADITION OF BRINGING ADVANCED MEDICINE AND PERSONAL CARE TO THE MANY COMMUNITIES IT SERVES. THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, JHNE PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, JHNE OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING FINANCIAL ASSISTANCE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) OPERATES 3 ACTIVE EMERGENCY DEPARTMENTS FOR ALL PERSONS; WHICH ARE OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR, INCLUDING A TRAUMA EMERGENCY DEPARTMENT ON THE TORRESDALE CAMPUS; 3) MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL OF JHNE RESTS WITH ITS BOARD OF TRUSTEES AND THE BOARD OF TRUSTEES OF ARIA HEALTH SYSTEM, INC. BOTH BOARDS ARE COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. THE OPERATIONS OF JHNE AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF THE ORGANIZATION IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. MISSION STATEMENT ================= TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS, AND TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE AND RESPECTFUL CARE, REGARDLESS OF ABILITY TO PAY. VISION ====== - TO BE THE PREMIER INTEGRATED HEALTHCARE DELIVERY SYSTEM SERVING NORTHEAST PHILADELPHIA AND NEARBY BUCKS AND MONTGOMERY COUNTIES; - TO BE RECOGNIZED FOR HIGH QUALITY, COMMITMENT TO SERVICE AND CARING BEHAVIOR BY ALL MEMBERS OF THE HOSPITAL FAMILY; - TO BE COMMITTED TO CONSTANTLY SEEKING IMPROVEMENTS IN SERVICE TO OUR PATIENTS, OUR COMMUNITY AND TO EACH OTHER; - TO BE THE ORGANIZATION TO WHICH PEOPLE, BUSINESSES AND INSURERS FIRST TURN TO PROVIDE OR ARRANGE FOR THE PROVISION OF HEALTH-RELATED SERVICES; AND - TO BE THE STANDARD BY WHICH HOSPITAL AND OTHER HEALTH-RELATED SERVICES PROVIDED BY OTHERS ARE MEASURED. PRINCIPLES & VALUES =================== WE COMMIT TO HOLDING OURSELVES, EACH OTHER AND OUR ORGANIZATION TO THE FOLLOWING CORE VALUES: - SERVICE; - INTEGRITY; - QUALITY; - COMPASSION AND DIGNITY; AND - SAFETY. HISTORY ======= THE STORY OF ARIA HEALTH SYSTEM BEGAN IN 1902, WHEN A RESIDENT OF THE FRANKFORD SECTION OF PHILADELPHIA CONTRACTED TYPHOID FEVER. THE PATIENT'S PHYSICIAN, DR. JOSEPH BALL, COULDNT FIND A SINGLE HOSPITAL IN THE CITY TO ADMIT HIS SERIOUSLY ILL PATIENT. NOT ONE OF THE DOWNTOWN HOSPITALS HAD AN AVAILABLE BED. WHEN DR. BALL LEARNED OTHER NORTHEAST PHYSICIANS WERE ALSO HAVING THEIR PATIENTS TURNED AWAY, HE BEGAN AN EFFORT TO ESTABLISH A COMMUNITY HOSPITAL THAT WOULD PROVIDE CONVENIENT, HIGH-QUALITY MEDICAL CARE TO HIS NEIGHBORS. NAMED AFTER THE NEIGHBORHOOD IT WOULD FIRST SERVE, FRANKFORD HOSPITAL - FRANKFORD (NOW JEFFERSON FRANKFORD HOSPITAL) OPENED ITS DOORS ON THE FOURTH OF JULY, 1903. DURING THE DECADES THAT FOLLOWED, FRANKFORD EXPANDED UPON DR. BALLS FOUNDING VISION. FOR OVER A CENTURY, THE HOSPITAL INTRODUCED MANY NEW SERVICES TO BETTER MEET THE HEALTH NEEDS OF ITS GROWING COMMUNITIES. FOR EXAMPLE, AS THE HOSPITALS SERVICE AREA GREW AND FLOURISHED, FRANKFORD RESPONDED BY OPENING A SECOND SITE IN 1977. ALMOST IMMEDIATELY, FRANKFORD HOSPITAL TORRESDALE (NOW JEFFERSON TORRESDALE HOSPITAL) WAS OPERATING AT FULL CAPACITY, MEETING THE HEALTHCARE NEEDS OF FAMILIES FROM THE FAR NORTHEAST AND LOWER BUCKS COUNTY. WHEN MANY FAMILIES FRANKFORD HOSPITAL HAD BEEN SERVING FOR GENERATIONS BEGAN RELOCATING TO BUCKS COUNTY IN THE 1980S AND 1990S, THE HOSPITAL AGAIN SOUGHT BETTER WAYS TO SERVE THEM. IN MARCH 1999, FRANKFORD ACQUIRED DELAWARE VALLEY MEDICAL CENTER AND TURNED IT INTO ITS THIRD INPATIENT SITE FRANKFORD HOSPITAL BUCKS COUNTY (NOW JEFFERSON BUCKS HOSPITAL). TO REFLECT AN EXPANDED, REGIONAL VISION FOR HEALTH CARE SERVICE DELIVERY IN NORTHEAST PHILADELPHIA AND BUCKS COUNTY, FRANKFORD HOSPITAL CHANGED ITS NAME TO ARIA HEALTH IN MAY 2009. TODAY, JHNES FOCUS ON ITS FOUNDING PHILOSOPHY IS CLEARER THAN EVER BEFORE. NOW, OUR PHYSICIANS, NURSES AND SUPPORT PERSONNEL PROVIDE ADVANCED MEDICINE AND PERSONAL CARE AT THREE MODERN INPATIENT FACILITIES AND THREE OUTPATIENT SITES ALL OF WHICH ARE EQUIPPED WITH HIGHLY SOPHISTICATED TECHNOLOGY. CAMPUS LOCATIONS AND OUTPATIENT SITES ===================================== JHNE HAS THREE HOSPITAL CAMPUSES, TWO OUTPATIENT CENTERS, AND A GROWING NETWORK OF PHYSICIANS THAT SERVE THE NORTHEAST PHILADELPHIA AND BUCKS COUNTY COMMUNITIES. FRANKFORD ========= JEFFERSON FRANKFORD HOSPITAL DELIVERS A WIDE RANGE OF EMERGENCY, PRIMARY AND SPECIALTY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. WE ALSO COLLABORATE WITH A VARIETY OF HEALTH CARE PARTNERS LIKE MOSS REHAB AND VITAS HOSPICE IN ORDER TO PROVIDE PATIENTS WITH A BROAD RANGE OF CARE AND SERVICES. HIGHLIGHTS OF THE CAMPUS INCLUDE: - EMERGENCY SERVICES; - PRIMARY CARE; - SPECIALTY CARE; - OUTPATIENT SERVICES; AND - PREVENTATIVE HEALTH AND WELLNESS SERVICES. TORRESDALE ========== JEFFERSON TORRESDALE HOSPITAL DELIVERS A WIDE RANGE OF SPECIALTY, EMERGENCY AND PRIMARY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. OUR PATIENTS AND COMMUNITY MEMBERS ALSO HAVE ACCESS TO A VARIETY OF SUPPORT GROUPS, HEALTH LECTURES, SCREENINGS AND A FULL-SERVICE WELLNESS CENTER. HIGHLIGHTS OF THE CAMPUS INCLUDE: - MINIMALLY INVASIVE SURGICAL SERVICES; - HEART CENTER; - CANCER CENTER; - CENTER FOR GYNECOLOGY AND WOMEN'S HEALTH; - TRAUMA AND EMERGENCY CARE; AND - OUTPATIENT SERVICES. BUCKS COUNTY ============ JEFFERSON BUCKS HOSPITAL DELIVERS A WIDE RANGE OF EMERGENCY, SPECIALTY AND PRIMARY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. OUR PATIENTS AND COMMUNITY MEMBERS ALSO HAVE ACCESS TO A VARIETY OF SUPPORT GROUPS, HEALTH LECTURES, SCREENINGS AND A FULL-SERVICE FITNESS CENTER. HIGHLIGHTS OF THE CAMPUS INCLUDE: - EMERGENCY CARE; - ORTHOPEDIC CARE; - CARDIOVASCULAR SERVICES; - WOMEN'S HEALTH SERVICES; AND - OUTPATIENT SERVICES. WELLNESS PROGRAMS ================= JHNE HAS A LONG TRADITION OF MAKING DISEASE PREVENTION AND HEALTH PROMOTION ACCESSIBLE AND APPEALING TO ITS PATIENTS, FAMILIES AND COMMUNITY BY PROVIDING A VARIETY OF DEDICATED PROGRAMS IN FITNESS AND GROUP EXERCISES, NUTRITION COUNSELING AND WEIGHT LOSS, AND DISEASE MANAGEMENT. NUTRITION --------- (1) INDIVIDUAL NUTRITIONAL COUNSELING - NUTRITIONAL ASSESSMENT AND COUNSELING PROVIDED BY REGISTERED DIETITIANS FOR GENERAL NUTRITION AND A VARIETY OF MEDICAL CONCERNS REQUIRING NUTRITIONAL INTERVENTION. (2) HEALTHY LIFESTYLE PROGRAM - THE HEALTHY LIFESTYLE PROGRAM IS A NUTRITION EDUCATION PROGRAM THAT FOCUSES ON HELPING YOU TO BUILD HEALTHY HABITS TO AID IN WEIGHT MANAGEMENT AND TO TREAT AND PREVENT DISEASE. (3) PCOS (POLYCYSTIC OVARY SYNDROME) NUTRITION EDUCATION SERIES - FEEL COMFORTABLE IN THIS GROUP WITH OTHERS THAT SHARE THIS COMMON ENDOCRINE PROBLEM. THE BI-MONTHLY MEETINGS WILL INCLUDE EDUCATIONAL TOPICS ON CARBOHYDRATE COUNTING, HEALTHY FOOD CHOICES TO HELP MANAGE CHOLESTEROL AND BLOOD PRESSURES, WEIGHT MANAGEMENT, BENEFITS OF EXERCISE, AND RECIPE TIPS. SUPPORT WILL BE PROVIDED BY STAFF MEMBERS AND GROUP MEMBERS. (4) MEDGEM INDIRECT CALORIMETER TESTING - THIS SERVICE REQUIRES A SIMPLE BREATH TEST TO ACCURATELY MEASURE YOUR INDIVIDUAL ENERGY REQUIREMENTS. KNOWING THIS NUMBER WILL HELP YOU WITH YOUR WEIGHT MANAGEMENT GOALS. (5) NUTRITION COUNSELING FOR BARIATRIC SURGERY - THIS SERVICE IS PROVIDED FOR PATIENTS THINKING ABOUT THE LAP BANDING WEIGHT LOSS PROCEDURE THAT IS NOW OFFERED AT THE OXFORD VALLEY MEDICAL PLAZA IN LANGHORNE, PA. (6) HEART HEALTHY & DIABETES SUPERMARKET TOURS - THESE TOURS WILL EMPHASIZE LABEL READING FOR FATS: SATURATED AND UNSATURATED, FIBER, SOY PROTEIN, CARBOHYDRATE, AND OTHER KEY INGREDIENTS TO HELP YOU MANAGE YOUR BLOOD SUGARS, CHOLESTEROL, AND TRIGLYCERIDE LEVELS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FITNESS ======= AS QUALIFIED HEALTH AND FITNESS PROFESSIONALS, OUR TEAM WILL WORK DIRECTLY WITH YOU TO SET REALISTIC WELLNESS GOALS AND DEVELOP A CUSTOMIZED EXERCISE PROGRAM. WITH PROVEN SCIENTIFIC METHODS THAT FOCUS ON CARDIOVASCULAR CONDITIONING, STRENGTH, POWER, ENDURANCE, BALANCE AND FLEXIBILITY, NUTRITION, AND MORE, WELL SUPPORT YOUR EFFORTS TO ACHIEVE A HEALTHIER YOU! THE SERVICES WE OFFER INCLUDE: - FITNESS ASSESSMENTS AND REASSESSMENTS; - TAILORED EXERCISE PROGRAMS; - PERSONAL TRAINING WITH A FITNESS SPECIALIST; - NUTRITION AND WEIGHT-LOSS COUNSELING; - EDUCATIONAL SEMINARS AND WORKSHOPS; - FUN AND MOTIVATIONAL FITNESS CAMPAIGNS; AND - MONTHLY NEWSLETTER WITH HELPFUL HEALTH AND FITNESS INFORMATION. PROGRAMS & SUPPORT GROUPS ========================= (1) JHNES DIABETES SELF-MANAGEMENT PROGRAM HAS BEEN RECOGNIZED BY THE AMERICAN DIABETES ASSOCIATION FOR QUALITY SELF-MANAGEMENT EDUCATION. THIS MULTI-SESSION, 10-HOUR PROGRAM TEACHES YOU THE IMPORTANCE OF PROPER NUTRITION, EXERCISE, AND CONTROLLING YOUR BLOOD SUGAR TO MINIMIZE DIABETIC COMPLICATIONS. (2) JHNE'S CARDIAC REHABILITATION PROGRAM IS A MEDICALLY MONITORED EXERCISE PROGRAM FOR PERSONS WITH HEART DISEASE. SCHEDULED CLASSES MEET THREE TIMES PER WEEK ON MONDAY, WEDNESDAY, AND FRIDAY. (3) THE PULMONARY REHABILITATION PROGRAM IS A MEDICALLY SUPERVISED PROGRAM FOR PATIENTS WITH CHRONIC RESPIRATORY DISEASE. THE PROGRAM CONSISTS OF EXERCISE AND EDUCATION AND IS DESIGNED TO HELP PATIENTS TO BETTER COPE WITH THEIR BREATHING PROBLEMS. SCHEDULED CLASSES MEET TWO TIMES PER WEEK ON TUESDAY AND THURSDAY. (4) DEAR FRIENDS: LED BY A SOCIAL WORKER, IS A GENERAL SUPPORT GROUP FOR PATIENTS COPING WITH CANCER, ALONG WITH THEIR FRIENDS AND FAMILY MEMBERS. (5) SMOKING CESSATION PROGRAM: THIS FREE PROGRAM IS OFFERED IN CONJUNCTION WITH THE UNIVERSITY OF PENNSYLVANIA. (6) SMOKING CESSATION AND LUNG SCREENING PROGRAM: JHNE IS DEDICATED TO CONTINUALLY IMPROVING THE HEALTH OF OUR COMMUNITY. OUR INNOVATIVE COMPREHENSIVE SMOKING CESSATION PROGRAM OFFERS THE NECESSARY TOOLS TO HELP YOU QUIT, WHILE OUR UNIQUE, LOW-DOSE CT SCAN REGIMEN CAN KEEP CLOSE WATCH ON THE HEALTH OF YOUR LUNGS. THESE SCANS ARE SAFE AND ARE MORE EFFECTIVE AT DETECTING EARLY ONSET OF LUNG CANCER THAN TRADITIONAL X-RAYS. (7) LOOK GOOD...FEEL BETTER: SPONSORED BY THE AMERICAN CANCER SOCIETY, THIS IS A FREE PROGRAM FOR WOMEN ACTIVELY UNDERGOING CANCER TREATMENT TO DEAL WITH THE CHANGES TO THEIR SKIN AND HAIR. (8) STROKE SUPPORT GROUP: THE ARIA INSTITUTE FOR NEUROSCIENCES IS PROUD TO ANNOUNCE A MONTHLY MEETING FOR STROKE SURVIVORS, FAMILY MEMBERS, AND FRIENDS. THE FOCUS OF THIS GROUP WILL BE ENCOURAGEMENT, EDUCATION, AND SUPPORT, AND IS LED BY A MASTERS LEVEL SOCIAL WORKER. FINANCIAL ASSISTANCE ==================== JHNE IS COMMITTED TO PROVIDING HIGH QUALITY AND AFFORDABLE CARE TO ALL INDIVIDUALS WHO SEEK SERVICES, INCLUDING THOSE UNINSURED INDIVIDUALS WHO LACK THE MEANS TO PAY FOR SUCH SERVICES. OUR FINANCIAL ASSISTANCE POLICY SETS FORTH THE GUIDELINES AND PROCESSES BY WHICH PATIENTS ARE PROVIDED FINANCIAL ASSISTANCE THROUGH INDIVIDUAL FINANCIAL COUNSELING, HELP IN SEEKING FEDERAL AND STATE CARE COVERAGE, BASED UPON ELIGIBILITY PROVIDING A DISCOUNT FROM ESTABLISHED MEDICAL CARE CHARGES AND APPLYING FOR CHARITY CARE. IF PATIENTS DO NOT HAVE HEALTH INSURANCE OR THEY ARE UNABLE TO PAY THEIR HOSPITAL BILL, PATIENTS MAY QUALIFY FOR MEDICAL ASSISTANCE, MEDICARE OR FINANCIAL ASSISTANCE. TO APPLY FOR FINANCIAL ASSISTANCE PATIENTS MUST ASSIST HOSPITAL STAFF BY FURNISHING INFORMATION REQUIRED FOR THE APPLICATION. ACCREDITATION ============= JHNE IS ACCREDITED BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS AND APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA DEPARTMENTS OF HEALTH. THE AMERICAN MEDICAL ASSOCIATION COUNCIL ON MEDICAL EDUCATION AND HOSPITALS HAS ALSO GRANTED APPROVAL FOR THE TRAINING OF INTERNS AND RESIDENTS. THROUGH AUTHORIZATION BY THE COMMONWEALTH OF PENNSYLVANIA, JHNE PROVIDES A PROGRAM OF CONTINUING EDUCATION FOR AREA PHYSICIANS. JHNE IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE HOSPITAL ASSOCIATION OF PENNSYLVANIA, THE DELAWARE VALLEY HOSPITAL COUNCIL AND THE ASSOCIATED HOSPITAL SERVICE OF PHILADELPHIA. THE SCHOOL OF NURSING IS APPROVED BY THE PENNSYLVANIA STATE BOARD OF NURSING AND ACCREDITED BY THE ACCREDITATION COMMISSION FOR EDUCATION IN NURSING; AN EIGHT YEAR ACCREDITATION GRANTED FOR 2013 - 2021. SCHOOL OF NURSING ================= ARIA HEALTH SCHOOL OF NURSING CONTINUES TO DISTINGUISH ITSELF, BUILDING ON ITS ROOTS AND HISTORY AS FRANKFORD HOSPITAL SCHOOL OF NURSING AND POISED NOW TO GROW ACROSS ANOTHER HUNDRED YEARS OF SUCCESS IN PROVIDING QUALITY ACADEMICS AND PREPARATION IN THE FIELD OF NURSING. IN THE FALL OF 1904, A TRAINING SCHOOL FOR NURSES WAS ESTABLISHED IN NORTHEAST PHILADELPHIA, JUST A BLOCK AWAY FROM JEFFERSON FRANKFORD HOSPITAL, WHICH HAD BEEN FOUNDED IN 1903. UNDER THE DIRECTION OF ANNA C. GARRETT, WHO WAS ALSO THE HOSPITAL'S FIRST SUPERINTENDENT, THE FRANKFORD HOSPITAL SCHOOL OF NURSING SET FORTH TO PROVIDE EXCEPTIONAL EDUCATION TO STUDENTS INTERESTED IN PURSUING THE NURSING PROFESSION. THE FRANKFORD HOSPITAL SCHOOL OF NURSING DEVELOPED INTO A DISTINGUISHED CO-EDUCATIONAL INSTITUTION, AND OVER A CENTURY-PLUS PROVIDED MORE THAN 2,500 STUDENTS WITH COMPREHENSIVE LEARNING EXPERIENCES IN PROFESSIONAL NURSING. IN 2004, ARIA HEALTH SCHOOL OF NURSING, UNDER ITS FORMER NAME OF THE FRANKFORD HOSPITAL SCHOOL OF NURSING, CELEBRATED ITS 100-YEAR ANNIVERSARY. IT CONTINUES TO CARRY ON THE LONG TRADITION OF EDUCATING CARING AND PROFESSIONAL NURSES WHO WILL BECOME A VITAL PART OF THE HEALTHCARE COMMUNITY AND THE COMMUNITY IN WHICH THEY LIVE. IN APRIL OF 2012, ARIA HEALTH SCHOOL OF NURSING RELOCATED TO THE JHNE CORPORATE CENTER AT NESHAMINY INTERPLEX IN TREVOSE, PA. THE NEW FACILITY PROVIDES OUR STUDENTS WITH A PROFESSIONAL SETTING IN WHICH TO PURSUE THEIR STUDIES. YEAR AFTER YEAR, ARIA HEALTH SCHOOL OF NURSING GRADUATES ARE JUST AS UNANIMOUSLY SATISFIED WITH THEIR EDUCATION AS THEIR EMPLOYERS ARE WITH THEIR PERFORMANCE. THE LEADERSHIP OF THOMAS JEFFERSON UNIVERSITYS JEFFERSON COLLEGE OF NURSING AND ARIA HEALTHS SCHOOL OF NURSING ARE PLANNING TO OPEN A BACHELOR OF SCIENCE IN NURSING (BSN) PROGRAM AT THE ARIA CAMPUS IN TREVOSE, PA, PENDING APPROVAL BY THE PENNSYLVANIA BOARD OF NURSING. THE DECISION TO MOVE FROM A DIPLOMA PROGRAM TO A BSN-DEGREE GRANTING PROGRAM WAS THE RESULT OF A THOUGHTFUL AND DELIBERATE PROCESS INVOLVING AN INTEGRATION TEAM THAT INCLUDED NURSING AND NURSING EDUCATION LEADERS. GRADUATE MEDICAL EDUCATION/RESIDENCY PROGRAM ============================================ CHOOSING A RESIDENCY PROGRAM IS A MILESTONE IN A MEDICAL EDUCATION. JHNE RESIDENCY PROGRAMS ARE COMMITTED TO PROVIDING THE VERY BEST EDUCATIONAL EXPERIENCE IN A FRIENDLY COMMUNITY ENVIRONMENT. INDIVIDUALIZED INSTRUCTION, UNDER THE TUTELAGE OF OUR DEDICATED CLINICAL AND TEACHING FACULTY, ENSURES THAT EACH INDIVIDUAL'S NEEDS ARE MET. STUDENTS SEEKING AN ACADEMIC PROGRAM IN A CARING, COMMUNITY SETTING SHOULD LOOK FIRST AT JHNE. THE BEST WAY TO FIND OUT ABOUT OUR MEDICAL EDUCATION PROGRAM IS TO SCHEDULE A ROTATION DURING THE THIRD OR FOURTH YEARS OF MEDICAL SCHOOL. WE BELIEVE THAT THIS EXPERIENCE WILL CONVINCE STUDENTS TO CONTINUE THEIR MEDICAL EDUCATION AT JHNE. IF STUDENTS ARE UNABLE TO ARRANGE A ROTATION, WE INVITE THEM TO GET TO KNOW US THROUGH A PERSONAL VISIT AND A TOUR OF OUR FACILITIES. RICH IN EDUCATIONAL OPPORTUNITIES, THE ORGANIZATION ALSO HOSTS RESIDENTS FROM PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE, ALBERT EINSTEIN MEDICAL CENTER, DREXEL HAHNEMANN UNIVERSITY AND DEBORAH HEART AND LUNG CENTER. ARIA'S DEPARTMENT OF MEDICAL EDUCATION HAS AN OSTEOPATHIC RESIDENCY PROGRAMS IN FAMILY PRACTICE, INTERNAL MEDICINE AND EMERGENCY MEDICINE, AS WELL AS COMBINED PROGRAMS IN FAMILY PRACTICE/EMERGENCY MEDICINE AND INTERNAL MEDICINE/EMERGENCY MEDICINE. OUR INSTITUTION ALSO HAS A 3 YEAR PMSR/RRA RESIDENCY PROGRAM.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON HEALTH ================ THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HAS APPROXIMATELY 3,200 STUDENTS AND IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THOMAS JEFFERSON UNIVERSITY HOSPITAL, ABINGTON HEALTH, ARIA HEALTH, KENNEDY HEALTH SYSTEM AND MAGEE REHABILITATION HOSPITAL ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR THE RESIDENTS OF SOUTHERN NEW JERSEY AND THE GREATER PHILADELPHIA REGION. TJU IS THE SOLE CORPORATE MEMBER OF THESE ORGANIZATIONS. JEFFERSON HEALTH ================ CURRENTLY, JEFFERSON HEALTH COMPRISES 14 HOSPITALS, OVER 50 OUTPATIENT AND URGENT CARE CENTERS, AS WELL AS PHYSICIAN PRACTICES AND EVERYWHERE WE DELIVER CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. TOGETHER, THESE FACILITIES SERVE MORE THAN 130,000 INPATIENTS, 519,000 EMERGENCY PATIENTS AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. THOMAS JEFFERSON UNIVERSITY ENROLLS MORE THAN 7,500 FUTURE PHYSICIANS, SCIENTISTS, NURSES AND HEALTHCARE PROFESSIONALS IN THE SIDNEY KIMMEL MEDICAL COLLEGE (SKMC), JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES, HEALTH PROFESSIONS, NURSING, PHARMACY, POPULATION HEALTH AND IS HOME OF THE NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED SIDNEY KIMMEL CANCER CENTER. OUR MISSION: WE IMPROVE LIVES. OUR VISION: REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. OUR VALUES: THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: - PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY - BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED - DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY AWARDS & HONORS =============== JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RECOGNIZED BOTH NATIONALLY AND LOCALLY BY VARIOUS ORGANIZATIONS AND INSTITUTIONS IN JUST ABOUT EVERY ASPECT OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. - U.S. NEWS RATES JEFFERSON AMONG THE BEST IN 2017-18 SURVEY - BECKER'S HOSPITAL REVIEW AGAIN NAMES JEFFERSON "GREAT HOSPITAL" - A METABOLIC AND BARIATRIC SURGERY ACCREDITED CENTER - HAP EXCELLENCE IN CARE AWARD - ACE UNIT AT METHODIST HOSPITAL EARNS SILVER BEACON AWARD FOR EXCELLENCE - B5 MEDICAL-SURGICAL UNIT RECEIVES AMSN PRISM AWARD - DISTINGUISHED HOSPITAL AWARD FOR CLINICAL EXCELLENCE RECIPIENTS 2016 - PHILADELPHIA MAGAZINES 2017 TOP DOCTORS - JEFFERSON PHYSICIANS RATED TOP DOCS BY CASTLE CONNOLLY - NATIONAL CANCER INSTITUTE (NCI) DESIGNATION - JEFFERSON CARDIAC REHABILITATION EARNS AACVPR CERTIFICATION - JEFFERSON RADIATION ONCOLOGY EARNS APEX - MAGNET REDESIGNATION - AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER OUTSTANDING ACHIEVEMENT AWARD - THE JOINT COMMISSION 2013 TOP PERFORMER ON KEY QUALITY MEASURES - THE JOINT COMMISSION CERTIFICATIONS AND ADVANCED CERTIFICATIONS - 2014 HR DEPARTMENT OF THE YEAR AWARD - JEFFERSON AWARDED 3-YEAR ACCREDITATION WITH COMMENDATION - 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS - JEFFERSON RECOGNIZED AS LEADER IN LGBT HEALTHCARE EQUALITY - ORTHOPEDIC PROGRAM EARNS RECOGNITION FROM BECKER'S HOSPITAL REVIEW - A TRANSPLANT CENTERS OF EXCELLENCE NETWORK FACILITY - AETNA INSTITUTE OF EXCELLENCE FOR TRANSPLANT DESIGNATION - MEDICAL CARDIAC CARE UNIT RECEIVES BEACON AWARD FOR EXCELLENCE - GET WITH THE GUIDELINES-STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD - PULMONARY ASSOCIATES RECEIVES LEVEL 3 RECOGNITION AS A PATIENT-CENTERED SPECIALTY PRACTICE - JEFFERSON MEDICAL CARE SOUTH PHILADELPHIA RECEIVES NATIONAL RECOGNITION FOR PATIENT CENTERED CARE - FAMILY AND COMMUNITY MEDICINE RECEIVES EXCEPTIONAL RATING - INTERNAL MEDICINE ASSOCIATES RECEIVES LEVEL 3 RECOGNITION FOR PPC-PCMH - SIDNEY KIMMEL CANCER CENTER IS A MELANOMA CENTER OF EXCELLENCE - CSI NAMES JEFFERSON A CANCER CENTERS OF EXCELLENCE NETWORK FACILITY - JEFFERSON DESIGNATED AETNA INSTITUTES OF QUALITY FOR SPINE SURGERY - BLUE DISTINCTION FOR BARIATRIC SURGERY - BLUE DISTINCTION+ CENTER FOR CARDIAC CARE - BLUE DISTINCTION CENTER FOR KNEE AND HIP REPLACEMENT - BLUE DISTINCTION CENTER FOR MATERNITY - BLUE DISTINCTION CENTER FOR COMPLEX AND RARE CANCERS - BLUE DISTINCTION CENTER FOR SPINE SURGERY - BLUE DISTINCTION CENTER FOR TRANSPLANTS - CHEST PAIN CENTER DESIGNATION - COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES - SIDNEY KIMMEL CANCER CENTER RECEIVES FERTILE HOPE CENTER OF EXCELLENCE DESIGNATION - UNITED NETWORK FOR ORGAN SHARING (UNOS) CERTIFICATION - BREAST CARE CENTER RECEIVES NAPBC ACCREDITATION - JEFFERSON DESIGNATED A NEONATAL CENTERS OF EXCELLENCE NETWORK - MODEL SPINAL CORD INJURY CENTER DESIGNATION - TRANSPLANTATION PROGRAM IS A CENTER FOR MEDICARE AND MEDICAID - JEFFERSON HONORED WITH YITZHAK RABIN PUBLIC SERVICE AWARD QUALITY & SAFETY ================ SINCE 1825, THE PHYSICIANS, NURSES AND STAFF AT THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MADE THE SAFETY OF OUR PATIENTS AND THE QUALITY OF CARE WE DELIVER TOP PRIORITIES. WE RECOGNIZE THAT THE CARE WE PROVIDE AFFECTS EVERY PATIENT AND FAMILY MEMBER WHO COMES THROUGH OUR DOORS. OUR COMMITMENT TO QUALITY IS MEASURED IN BETTER PATIENT OUTCOMES AND INCREASED PATIENT SATISFACTION. THE RESULT IS GENERATIONS OF FAMILIES TURN TO JEFFERSON BECAUSE THEY KNOW THAT WE DELIVER SAFE, SUPERIOR AND COMPASSIONATE CARE, FROM DIAGNOSTICS THROUGH FOLLOW-UP CARE. AT JEFFERSON, WE DON'T JUST TALK ABOUT SAFETY AND QUALITY: WE SET GOALS AND BENCHMARK OUR RESULTS TO ENSURE WE ARE MEETING AND EXCEEDING NATIONAL STANDARDS. WE USE A "BALANCED SCORECARD" APPROACH TO CONTINUALLY MEASURE OUR PROGRESS TOWARD OUR GOALS. THIS APPROACH PROVIDES ACCOUNTABILITY AT ALL LEVELS AND TRACKS THOSE METRICS THAT HAVE THE GREATEST IMPACT ON OUR STRATEGIC VALUES QUALITY AND SAFETY, SERVICE, PEOPLE, GROWTH AND FINANCE AND OPERATIONS. IN OUR DRIVE TO DELIVER THE BEST QUALITY CARE, WE UTILIZE PROVEN METHODOLOGIES FOR QUALITY IMPROVEMENT. MANY OF OUR STAFF HAVE RECEIVED DEDICATED TRAINING AND GAINED EXPERTISE IN SPECIAL TECHNIQUES TO DRIVE IMPROVEMENTS IN QUALITY AND SAFETY.
CORE FORM, PART VI, SECTION A; QUESTION 2 EDWARD F MCKENNA, JR. & AUSTIN A. MEEHAN, III - FAMILY RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 ARIA HEALTH SYSTEM, INC. ("AHS") IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF AHS. TJU HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO AND MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS OF THE ORGANIZATION AND THE SYSTEM TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW. THEREAFTER, THE CPA FIRM GAVE A FORM 990 SUMMARY PRESENTATION TO THE TJU AUDIT, RISK AND COMPLIANCE COMMITTEE AND THEREAFTER A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO THIS ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE 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 MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTIONS OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J STEVEN LITTLESON, A TRUSTEE OF THE ORGANIZATION, WAS HIRED AS THE PRESIDENT OF ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST EFFECTIVE FEBRUARY 18, 2018. IN ACCORDANCE WITH THE FEDERAL FORM 990 INSTRUCTIONS, THERE IS NO COMPENSATION REPORTED FOR THIS INDIVIDUAL, AS THE TAXABLE COMPENSATION REPORTED HEREIN IS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2017.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; LINE 25 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2006B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2009A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018C; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, INC., EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - ARIA HEALTH, EIN: 23-0596940 - ARIA HEALTH SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1252294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED IN THE FORM 990 OF THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651.
CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS INCLUDE: - EXTRAORDINARY LOSS ON DEBT - ($255,023); - OTHER COMPREHENSIVE INCOME/LOSS PENSION - $17,095,000; - OTHER CHANGES IN NET ASSETS - $350,839; AND - CHANGE IN NET ASSETS OF JEFFERSON HEALTH - NORTHEAST FOUNDATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $3,991,099.
CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


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SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ARIA HEALTH
 
Employer identification number

23-0596940
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) ARIA IPE LLC
10800 KNIGHTS ROAD
PHILADELPHIA,PA19114
46-0550807 		HEALTH SVCS. PA 2,390,745 20,999,194 ARIA HEALTH
 










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)THOMAS JEFFERSON UNIVERSITY
601 WALNUT STREET SUITE 925E

PHILADELPHIA,PA19106
23-1352651 		EDUCATION PA 501(C)(3) 509(A)(1) NA
 
 
No
(2)TJUH SYSTEM INC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
26-3026795 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU
 
 
No
(3)THOMAS JEFFERSON UNIVERSITY HOSPITALS
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2829095 		HEALTH SVCS. PA 501(C)(3) HOSPITAL TJUH SYSTEM
 
 
No
(4)JEFFERSON UNIVERSITY PHYSICIANS
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2809585 		HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(5)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
46-4855345 		HEALTH SVCS. NJ 501(C)(3) 509(A)(3) JUP
 
 
No
(6)JEFFERSON PHYSICIAN SERVICES
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-3026939 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(7)JEFFERSON MEDICAL CARE
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2858320 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) JPS
 
 
No
(8)METHODIST ASSOCIATES IN HEALTHCARE INC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2678055 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(9)METHODIST ASSOC IN HEALTHCARE OF NJ PC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-3537847 		HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MAHC
 
 
No
(10)JEFFEX INC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2622009 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(11)EMERGENCY TRANSPORT ASSOCIATES INC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2622004 		HEALTH SVCS. PA 501(c)(3) 509(A)(2) JEFFEX INC
 
 
No
(12)WALNUT HOME THERAPEUTICS INC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2622006 		HEALTH SVCS. PA 501(c)(3) 509(A)(2) JEFFEX INC
 
 
No
(13)SUTHBREIT PROPERTIES LTD
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2214351 		REAL ESTATE PA 501(c)(2)   JEFFEX INC
 
 
No
(14)ABINGTON HEALTH
1200 OLD YORK ROAD

ABINGTON,PA19001
27-1243803 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU
 
 
No
(15)ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROAD

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

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

ABINGTON,PA19001
23-2188052 		FUNDRAISING PA 501(C)(3) 509(A)(1) AH
 
 
No
(18)ARIA HEALTH SYSTEM
10800 KNIGHTS ROAD

PHILADELPHIA,PA19114
23-2239131 		HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJU
 
 
No
(19)ARIA HEALTH PHYSICIAN SERVICES
10800 KNIGHTS ROAD

PHILADELPHIA,PA19114
23-2691968 		HEALTH SVCS. PA 501(C)(3) 170B1AIII AHS
 
 
No
(20)ARIA HEALTH ORTHOPAEDICS
380 NORTH OXFORD VALLEY ROAD

LANGHORNE,PA19047
46-0779942 		HEALTH SVCS. PA 501(C)(3) 509(A)(2) AHS
 
 
No
(21)JEFFERSON HEALTH - NORTHEAST FOUNDATION
2780 BRISTOL PIKE

BENSALEM,PA19020
23-7318683 		FUNDRAISING PA 501(C)(3) 509(A)(3) AH
 
Yes
 
(22)PHILADELPHIA UNIVERSITY
SCHOOL HOUSE LN AND HENRY AVE

PHILADELPHIA,PA19144
23-1352294 		EDUCATION PA 501(C)(3) 509(A)(1) TJU
 
 
No
(23)KENNEDY HEALTH SYSTEM INC
500 MARLBORO AVENUE

CHERRY HILL,NJ08002
22-2442036 		HEALTH SVCS. NJ 501(C)(3) 509(A)(1) TJU
 
 
No
(24)KENNEDY UNIVERSITY HOSPITAL INC
500 MARLBORO AVENUE

CHERRY HILL,NJ08002
22-1773439 		HEALTH SVCS. NJ 501(C)(3) HOSPITAL KHS
 
 
No
(25)KENNEDY HEALTH CARE FOUNDATION INC
500 MARLBORO AVENUE

CHERRY HILL,NJ08002
80-0550282 		FUNDRAISING NJ 501(C)(3) 509(A)(1) KHS
 
 
No
(26)KENNEDY PROPERTY CORPORATION
500 MARLBORO AVENUE

CHERRY HILL,NJ08002
22-2442034 		REAL ESTATE NJ 501(C)(3) 509(A)(3) KHS
 
 
No
(27)STAT MEDICAL TRANSPORT INC
500 MARLBORO AVENUE

CHERRY HILL,NJ08002
22-2443981 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) KHS
 
 
No
(28)KENNEDY HEALTH FACILITIES INC
500 MARLBORO AVENUE

CHERRY HILL,NJ08002
22-2442032 		HEALTH SVCS. NJ 501(C)(3) 509(A)(3) KHS
 
 
No
(29)KENNEDY MEDICAL GROUP PRACTICE PC
500 MARLBORO AVENUE

CHERRY HILL,NJ08002
46-1420853 		HEALTH SVCS. NJ 501(C)(3) 509(A)(2) KHS
 
 
No
(30)MAGEE REHABILITATION HOSPITAL
1513 RACE STREET

PHILADELPHIA,PA19102
23-1476328 		HEALTH SVCS. PA 501(C)(3) HOSPITAL TJU
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 1100 WALNUT ASSOC

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
23-2332396 		MEDICAL OFFICE PA NA
  		                 
(2) JEFF UNIV RAD ASSOC

840 CRESCENT CTR DR
FRANKLIN,TN37067
41-2043518 		HEALTH SVCS. PA NA
  		                 
(3) JEFF COMP CONC CTR

4050 S 26TH ST
PHILADELPHIA,PA19145
46-4254983 		HEALTH SVCS. PA NA
  		                 
(4) RIVERVIEW SURG CTR LP

3 CRESCENT DR
PHILADELPHIA,PA19112
26-3910345 		HEALTH SVCS. PA NA
  		                 
(5) RIVERVIEW SURG CTR LLC

3 CRESCENT DR
PHILADELPHIA,PA19112
26-3911509 		HEALTH SVCS. PA NA
  		                 
(6) ROTHMAN ORTHO SPEC HOSP

11221 ROE AVE
LEAWOOD,KS66211
27-0260289 		HEALTH SVCS. PA NA
  		                 
(7) JEFFHEDGE LLC

1301 2ND AVE
SEATTLE,WA98101
45-3214379 		INVESTMENTS DE NA
  		                 
(8) JUNIATA MED BLD

3 VILLAGE RD
HORSHAM,PA19044
23-2450132 		MEDICAL OFFICE PA NA
  		                 
(9) TMB ENTERPRISE

3 VILLAGE RD
HORSHAM,PA19044
23-2400586 		MEDICAL OFFICE PA NA
  		RELATED 214,228 4,658,452   No 0   No 48.000 %
(10) MED IMAGING ASSOC

2451 GRANT AVE
PHILADELPHIA,PA19114
23-2491498 		HEALTH SVCS. PA NA
  		                 
(11) GARDEN ST RAD LLC

1099 WHITE HORSE ROAD
VOORHEES,NJ08043
47-1323463 		RADIOLOGY NJ NA
  		                 
(12) KENNEDY CH SURG

11221 ROE AVE
LEAWOOD,KS66211
47-2462625 		SURGERY CENTER NJ NA
  		                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) TJU INC

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
23-2146678 		REAL ESTATE PA NA
  		C CORP.         No
(2) WALNUT REALTY CO

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
23-2332416 		REAL ESTATE PA NA
  		C CORP.         No
(3) ATRIUM CORPORATION

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
23-2075587 		HEALTH SVCS. PA NA
  		C CORP.         No
(4) HEALTHMARK INC

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
23-2259593 		HEALTH SVCS. PA NA
  		C CORP.         No
(5) JEFFERSON ACUTE CARE PHYSICIANS PC

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
47-2639286 		HEALTH SVCS. PA NA
  		C CORP.         No
(6) JEFFCARE INC

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
23-2830152 		HEALTH SVCS. PA NA
  		C CORP.         No
(7) MID-ATLANTIC MATERNAL FETAL INSTITUTE

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
23-2922471 		INACTIVE PA NA
  		C CORP.         No
(8) MID-ATLANTIC MATERNAL FETAL INSTITUTE PC

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
22-3536371 		INACTIVE NJ NA
  		C CORP.         No
(9) JEFFERSON PHYSICIAN SVCS OF CALIFORNIA

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
37-1856786 		INACTIVE CA NA
  		C CORP.         No
(10) 925 WALNUT STREET CORP

C/O TJU601 WALNUT STSTE 925E
PHILADELPHIA,PA19106
84-1657497 		REAL ESTATE PA NA
  		S CORP.         No
(11) SYSTEM SERVICE CORPORATION

1105 N MARKET STREET
WILMINGTON,DE19801
23-2218944 		HOLDING CO. DE NA
  		C CORP.         No
(12) TF DEVELOPMENT LTD

3 VILLAGE ROAD
HORSHAM,PA19044
23-2197865 		REAL ESTATE PA NA
  		C CORP.         No
(13) HEALTH CARE INC

10800 KNIGHTS ROAD
PHILADELPHIA,PA19114
20-0214524 		HEALTH SVCS. PA NA
  		C CORP.         No
(14) KENNEDY MANAGEMENT GROUP INC

500 MARLBORO AVENUE
CHERRY HILL,NJ08002
22-3347294 		MANAGEMENT NJ NA
  		C CORP.         No
(15) PROFESSIONAL MEDICAL MANAGEMENT INC

500 MARLBORO AVENUE
CHERRY HILL,NJ08002
22-2559690 		COLLECTION SVCS. NJ NA
  		C CORP.         No
(16) KENNEDY ACCESS INCORPORATED

500 MARLBORO AVENUE
CHERRY HILL,NJ08002
47-2661672 		INACTIVE NJ NA
  		C CORP.         No
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
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
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
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





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
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) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
SCHEDULE R, PART V THOMAS JEFFERSON UNIVERSITY ROUTINELY PAYS EXPENSES FOR ITS AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECRDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2019

Additional Data


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