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)
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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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
% PETER L DEANGELIS JR
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
C/O TJU 601 WALNUT ST SUITE 925E
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA191063333
D Employer identification number

23-2829095
E Telephone number

G Gross receipts $ 1,816,233,397
F Name and address of principal officer:
RICHARD J WEBSTER
111 SOUTH 11TH STREET
PHILADELPHIA,PA19107
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JEFFERSON.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1995
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE MISSION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. IS TO IMPROVE LIVES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 34
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 22
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 9,206
6 Total number of volunteers (estimate if necessary) ............. 6 599
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 1,257,131
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 594,994
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 7,349,851 4,292,061
9 Program service revenue (Part VIII, line 2g) ......... 1,729,992,129 1,769,886,474
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 11,262,853 38,893,130
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -1,971,970 -5,757,892
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,746,632,863 1,807,313,773
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 14,300 82,000
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) 652,451,717 664,986,550
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet8,125,038    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,041,884,155 1,084,158,019
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,694,350,172 1,749,226,569
19 Revenue less expenses. Subtract line 18 from line 12....... 52,282,691 58,087,204
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,091,726,673 2,086,453,398
21 Total liabilities (Part X, line 26)............. 896,816,881 855,845,921
22 Net assets or fund balances. Subtract line 21 from line 20..... 1,194,909,792 1,230,607,477
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
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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: THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. WE ARE COMMITTED TO: 1) SETTING THE STANDARD FOR EXCELLENCE IN THE DELIVERY OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE; 2) PROVIDING EXEMPLARY CLINICAL SETTINGS FOR EDUCATING THE HEALTHCARE DELIVERY PROFESSIONALS WHO WILL FORM THE COLLABORATIVE HEALTHCARE DELIVERY TEAM OF TOMORROW; 3) LEADING IN THE INTRODUCTION OF INNOVATIVE METHODOLOGIES FOR HEALTHCARE DELIVERY AND QUALITY IMPROVEMENT. WE ACCOMPLISH OUR MISSION IN PARTNERSHIP WITH THOMAS JEFFERSON UNIVERSITY. 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 $ 1,539,061,404 including grants of $ 82,000 ) (Revenue $ 1,769,886,474 )
EXPENSES INCURRED IN PROVIDING EMERGENCY AND OTHER 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 expensesMediumBullet1,539,061,404
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.....Click to see attachment
21
Yes
 
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........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 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..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
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
410
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
9,206
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
34
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
22
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:
MediumBulletPETER L DEANGELIS JR925 CHESTNUT STREET   PHILADELPHIA,PA19107 (215) 955-4773
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) MARK L ALDERMAN ESQ......................................................................
CHAIRMAN - TRUSTEE
 5.0
.................
0.0 		X   X       0 0 0
(2) JOSEPHINE MANDEVILLE......................................................................
VICE CHAIR - TRUSTEE
 5.0
.................
0.0 		X   X       0 0 0
(3) RODNEY BELL MD......................................................................
TRUSTEE - PRES MEDICAL STAFF
 50.0
.................
0.0 		X           0 350,499 57,476
(4) JANICE R BELLACE ESQ......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(5) SALVATORE COGNETTI JR ESQ......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(6) THOMAS P COSTELLO......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(7) GEORGE E DEMING......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(8) ANTHONY J DIMARINO JR MD......................................................................
TRUSTEE
 50.0
.................
0.0 		X           0 593,439 71,818
(9) ROBERT DISTANISLAO......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(10) JACK FARBER......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(11) KENNETH A GRAHAM......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(12) MICHAEL J HELLER......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(13) HAROLD A HONICKMAN......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(14) HYMAN R KAHN MD......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(15) MATTHEW KILLION MD......................................................................
TRUSTEE
 5.0
.................
0.0 		X           0 0 0
(16) STEPHEN K KLASKO MD MBA......................................................................
TRUSTEE-PRES/CEO TJU&JEFF HLTH
 60.0
.................
0.0 		X   X       0 2,426,724 1,331,969
(17) CHARLES G KOPP ESQ......................................................................
TRUSTEE
 5.0
.................
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) LEONARD I KORMAN........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(19) IRA LUBERT........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(20) WARREN MATTHEWS MD........................................................................
TRUSTEE
 50.0
.......................0.0 		X           0 321,799 28,568
(21) JOSEPH J MCLAUGHLIN........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(22) LAURENCE M MERLIS........................................................................
TRUSTEE
 60.0
.......................0.0 		X           0 2,219,845 630,721
(23) DAVID O'MALLEY........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(24) JEFFREY P ORLEANS........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(25) EDMUND PRIBITKIN MD........................................................................
TRUSTEE-CHIEF MEDICAL OFFICER
 55.0
.......................0.0 		X           0 917,318 84,584
(26) VIJAY M RAO MD FACR........................................................................
TRUSTEE
 50.0
.......................0.0 		X           0 782,991 73,979
(27) GERALD SEGAL........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(28) MANNY STAMATAKIS........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(29) BRIAN P TIERNEY ESQ........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(30) MARK L TYKOCINSKI MD........................................................................
TRUSTEE
 60.0
.......................0.0 		X           0 1,521,129 270,106
(31) ALEX VACCARO MD........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(32) RICHARD J WEBSTER RN MSN........................................................................
TRUSTEE - PRESIDENT TJUH
 55.0
.......................0.0 		X   X       954,092 0 109,172
(33) VANESSA WEISMAN........................................................................
TRUSTEE - PRES WOMEN'S BOARD
 5.0
.......................0.0 		X           0 0 0
(34) CHARLES J YEO MD FACS........................................................................
TRUSTEE
 50.0
.......................0.0 		X           0 1,239,407 104,931
(35) CRISTINA G CAVALIERI ESQ........................................................................
SEC - EVP CHIEF LEGAL COUNSEL
 60.0
.......................0.0 		    X       0 1,089,509 277,764
(36) PETER L DEANGELIS JR........................................................................
TREASURER - EVP, CFO & CAO
 60.0
.......................0.0 		    X       0 1,281,132 414,735
(37) NEIL G LUBARSKY CPA CGMA........................................................................
SVP, FINANCE/CFO - TJUH
 55.0
.......................0.0 		    X       652,876 0 77,053
(38) JAMES E ROBINSON........................................................................
SVP/CAO - METHODIST DIVISION
 55.0
.......................0.0 		      X     424,330 0 57,495
(39) BRIAN SWEENEY RN MBA FACHE........................................................................
COO - TJUH (EFFECTIVE 1/18)
 55.0
.......................0.0 		      X     392,526 0 44,885
(40) STEPHEN K SIGWORTH MD MSHA........................................................................
ASSOCIATE CHIEF MED OFFICER
 50.0
.......................0.0 		        X   720,727 0 71,041
(41) RICHARD KWEI........................................................................
SVP,PAYER STRATEGY&NTWK PERF.
 50.0
.......................0.0 		        X   563,684 0 71,014
(42) RAVICHANDRA A MADINENI MD........................................................................
NEUROSURGEON
 50.0
.......................0.0 		        X   2,567 531,403 68,389
(43) DEBRA W TAYLOR........................................................................
VP, PAYER RELATIONS & CONTRACT
 50.0
.......................0.0 		        X   481,032 0 59,183
(44) SHARON M GALUP........................................................................
SVP, PAYER STRATEGY & CONTRACT
 50.0
.......................0.0 		        X   469,129 0 18,998
(45) DAVID P MCQUAID........................................................................
FORMER OFFICER
 0.0
.......................0.0 		          X 436,430 0 7
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 5,097,393 13,275,195 3,923,888
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 MediumBullet948
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
ARAMARK CORPORATION,
24863 NETWORK PLACE
CHICAGO,IL606731248 		FOOD 12,226,520
AMN HEALTHCARE INC,
2735 COLLECTION CENTER DRIVE
CHICAGO,IL60693 		STAFFING 9,547,402
C ERICKSON AND SONS INC,
2200 ARCH STREET SUITE 200
PHILADELPHIA,PA19103 		CONSTRUCTION 7,770,564
ROTHMAN ORTHOPAEDICS,
925 CHESTNUT STREET SUITE 500
PHILADELPHIA,PA19107 		MEDICAL 6,463,537
TARGET BUILDING CONSTRUCTION INC,
1124 CHESTER PIKE
CRUM LYNNE,PA190221225 		CONSTRUCTION 3,278,192
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet132
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 4,292,061
g Noncash contributions included in lines 1a - 1f:$ 1g 310,259
h Total. Add lines 1a-1f.......MediumBullet 4,292,061
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 622110 1,680,615,239 1,680,615,239    
b OTHER HEALTHCARE RELATED REVENUE 622110 89,271,235 88,014,104 1,257,131  
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,769,886,474
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 3,249,510     3,249,510
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   3,161,732 6a
b Less: rental expenses   8,919,624 6b
c Rental income or (loss) 0 -5,757,892 6c
d Net rental income or (loss).......MediumBullet -5,757,892     -5,757,892
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   35,643,620 7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)   35,643,620 7c
d Net gain or (loss).........MediumBullet 35,643,620     35,643,620
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 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 1,807,313,773 1,768,629,343 1,257,131 33,135,238
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 .... 82,000 82,000
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 ........... 2,712,429 2,712,429    
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........ 524,269,656 524,269,656    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 32,705,000 32,705,000    
9 Other employee benefits ....... 68,676,104 68,676,104    
10 Payroll taxes ........... 36,623,361 36,623,361    
11 Fees for services (non-employees):        
a Management ...... 500,647 500,647    
b Legal ......... 309,989 309,989    
c Accounting ........... 0      
d Lobbying ........... 244,559 244,559    
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 1,134,414 1,134,414    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 144,404,432 144,404,432 0 0
12 Advertising and promotion .... 185,714 185,714    
13 Office expenses ....... 23,253,325 23,253,325    
14 Information technology ...... 7,863,412 7,863,412    
15 Royalties .. 0      
16 Occupancy ........... 19,950,494 19,950,494    
17 Travel ............ 3,826,027 3,826,027    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 424,357 424,357    
20 Interest ........... 16,763,422 16,763,422    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 90,075,849 90,075,849    
23 Insurance ... -2,151,781 -2,151,781    
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 339,932,542 339,932,542 0 0
b ALLOCATED CORPORATE SVCS 214,019,314 3,854,149 202,040,127 8,125,038
c JUP RELATED 501(C)(3) EXP 136,430,987 136,430,987 0 0
d MA TAX ASSESS/MODERNIZATION 63,459,384 63,459,384 0 0
e All other expenses 23,530,932 23,530,932    
25 Total functional expenses. Add lines 1 through 24e 1,749,226,569 1,539,061,404 202,040,127 8,125,038
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 ........ 54,112,645 1 270,139,467
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 265,666,032 4 260,346,144
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 ............ 33,868,882 8 34,421,109
9 Prepaid expenses and deferred charges ...... 14,906,258 9 14,444,216
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,743,835,776
b Less: accumulated depreciation 10b 1,085,539,827 678,804,933 10c 658,295,949
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 .. 536,580,163 13 548,097,902
14 Intangible assets ............... 144,585,800 14 144,585,800
15 Other assets. See Part IV, line 11 ........... 363,201,960 15 156,122,811
16 Total assets. Add lines 1 through 15 (must equal line 33)... 2,091,726,673 16 2,086,453,398
Liabilities 17 Accounts payable and accrued expenses ..... 178,132,657 17 174,177,011
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to 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 .. 14,495,064 23 14,484,422
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 704,189,160 25 667,184,488
26 Total liabilities. Add lines 17 through 25.. 896,816,881 26 855,845,921
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 ........... 1,194,909,792 32 1,230,607,477
33 Total liabilities and net assets/fund balances ........ 2,091,726,673 33 2,086,453,398
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
1,807,313,773
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,749,226,569
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
58,087,204
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
1,194,909,792
5
Net unrealized gains (losses) on investments ...............
5
-13,669,788
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
-8,719,731
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
1,230,607,477
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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
  		Employer identification number
23-2829095
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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
  		Employer identification number

23-2829095
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
  		Employer identification number

23-2829095
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

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

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (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)? ........
Yes
 
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
 
237,818
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
6,741
j
Total. Add lines 1c through 1i ....................................................................................................
244,559
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
FORM 990, SCHEDULE C, PART II-B, LINE 1 DURING THE YEAR ENDED JUNE 30, 2018, THE ORGANIZATION PAID TWO INDEPENDENT OUTSIDE LOBBYING FIRMS A TOTAL OF $154,644 FOR LOBBYING ON A FEDERAL, STATE AND LOCAL LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS IMPACTING THE HOSPITAL AND ITS PATIENTS AND SURROUNDING COMMUNITY. IN ADDITION, THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, NATIONAL ALLIANCE OF SAFETY - NET HOSPITALS, ASSOCIATION OF AMERICAN MEDICAL COLLEGES AND THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH EACH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $89,914 DURING THE FISCAL YEAR ENDED JUNE 30, 2018.
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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 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 .... 126,789,526 119,579,591 102,803,546 102,818,940 95,679,218
b Contributions ... 2,909,437 89,416 45,514 134,300 161,027
c Net investment earnings, gains, and losses 7,596,052 11,726,968 21,369,983 4,523,463 11,004,018
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		4,972,839 4,606,449 4,639,452 4,673,157 4,025,323
f Administrative expenses ....          
g End of year balance ...... 132,322,176 126,789,526 119,579,591 102,803,546 102,818,940
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet74.970 %
b
Permanent endowment SchDMd Bullet8.080 %
c
Term endowment SchDMd Bullet16.950 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   28,997,293 28,997,293
b Buildings ....   662,216,443 360,069,825 302,146,618
c Leasehold improvements   87,889,314 37,922,255 49,967,059
d Equipment ....   942,340,129 686,800,191 255,539,938
e Other .....   22,392,597 747,556 21,645,041
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 658,295,949
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)SHORT-TERM INVESTMENTS 322,087,594 F
(2)LONG-TERM INVESTMENTS 225,565,371 F
(3)ASSETS WHOSE USE IS LIMITED 374,162 F
(4)BOARD DESIGNATED 70,775 F
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 548,097,902
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 9,571,193
(2)INSURANCE RECOVERABLE 95,942,434
(3)OTHER RECEIVABLES 39,056,284
(4)OTHER ASSETS 11,552,900
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 156,122,811
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
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 667,184,488
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
FORM 990, SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. 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. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATIONS AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJUS ENDOWMENTS CONSIST OF 1,056 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE, WHICH ARE REPORTED IN UNRESTRICTED NET ASSETS, WERE $1.4 MILLION AND $1.5 MILLION AS OF JUNE 30, 2018 AND 2017, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJUS ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJUS INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF TJU IS BASED ON 75% OF THE PRIOR YEAR SPENDABLE INCOME AND 25% OF THE CALCULATED TWO YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE MULTIPLIED BY 4.75% FOR SCHOLARSHIP FUNDS AND 7% FOR NON-SCHOLARSHIP FUNDS; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF ABINGTON IS BASED ON 5% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE.
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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" 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
Europe (Including Iceland and Greenland)     Investments   15,769
East Asia and the Pacific     Investments   132,108
North America     Investments   1,081
Central America and the Caribbean     Investments   13,435,781
Middle East and North Africa     Investments   40
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total ....     13,584,779
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     13,584,779
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 (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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

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

4

Yes

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

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
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) . . . 		    7,272,090   7,272,090 0.420 %
b Medicaid (from Worksheet 3, column a) . . . . .     309,350,243 219,620,939 89,729,304 5.130 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     316,622,333 219,620,939 97,001,394 5.550 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     3,102,120 71,851 3,030,269 0.170 %
f Health professions education (from Worksheet 5) . . .     135,442,867 117,640,915 17,801,952 1.020 %
g Subsidized health services (from Worksheet 6) . . . .     367,544,650 321,664,999 45,879,651 2.620 %
h Research (from Worksheet 7) .     645,442 34,958 610,484 0.030 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .     2,822,186 1,000 2,821,186 0.160 %
j Total. Other Benefits . .     509,557,265 439,413,723 70,143,542 4.000 %
k Total. Add lines 7d and 7j .     826,179,598 659,034,662 167,144,936 9.550 %
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     843   843  
2 Economic development            
3 Community support     19,324   19,324  
4 Environmental improvements            
5 Leadership development and
training for community members		            
6 Coalition building     57,669   57,669  
7 Community health improvement advocacy            
8 Workforce development     1,885   1,885  
9 Other            
10 Total     79,721   79,721  
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
53,736,866
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
1,612,106
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
331,305,017
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
403,039,325
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-71,734,308
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1RIVERVIEW SURGERY
  		       
2CENTER AT THE NAVY
  		       
3YARD LLC
  		SURGICAL SERVICES 51 %   39 %
4ROTHMAN ORTHOPAEDIC
  		       
5SPECIALTY HOSPITAL
  		SPECIALTY HOSPITAL 54 %   46 %
6BUCKS CNTY SPECIALTY
  		       
7HOSPITAL REALTY
  		HEALTHCARE SERVICES 15 %   64 %
8JEFFERSON COMPREHEN-
  		       
9SIVE CONCUSSION CTR
  		CONCUSSION SERVICES 32.5 %   33.6 %
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?5Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 THOMAS JEFFERSON UNIVERSITY HOSPITAL
111 SOUTH 11TH STREET
PHILADELPHIA,PA19107
WWW.JEFFERSON.EDU
200801 		X X   X     X     A
2 JEFFERSON METHODIST HOSPITAL
2301 SOUTH BROAD STREET
PHILADELPHIA,PA19148
WWW.JEFFERSON.EDU
200801 		X X         X     A
3 JEFFERSON HOSPITAL FOR NEUROSCIENCE
900 WALNUT STREET
PHILADELPHIA,PA19107
WWW.JEFFERSON.EDU
200801 		X X         X     A
4 ROTHMAN ORTHO SPECIALTY HOSPITAL
3300 TILLMAN DRIVE
BENSALEM,PA19020
HTTP://ROTHMANORTHOHOSPITAL.COM
22620101 		X X               B
5 PHYSICIAN CARE SURGICAL HOSPITAL
454 ENTERPRISE DRIVE
ROYERSFORD,PA19468
WWW.PHYCAREHOSPITAL.COM
22630101 		X X               C
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)
TJUH (FACILITY REPORTING GROUP A)
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 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a 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 16
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.JEFFERSONHEALTH.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)
TJUH (FACILITY REPORTING GROUP A)
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.JEFFERSONHEALTH.ORG
b
WWW.JEFFERSONHEALTH.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
TJUH (FACILITY REPORTING GROUP A)
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)
TJUH (FACILITY REPORTING GROUP A)
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 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)
ROSH (FACILITY REPORTING GROUP B)
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): 		4
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 Yes  
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   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 18
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10   No
a If "Yes" (list url):  
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b Yes  
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)
ROSH (FACILITY REPORTING GROUP B)
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
HTTP://ROTHMANORTHOHOSPITAL.COM
b
HTTP://ROTHMANORTHOHOSPITAL.COM
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
ROSH (FACILITY REPORTING GROUP B)
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)
ROSH (FACILITY REPORTING GROUP B)
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 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)
PHYCARE (FACILITY REPORTING GROUP C)
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): 		5
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 Yes  
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   No
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  
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    
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    
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    
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7    
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    
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20  
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10    
a If "Yes" (list url):  
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)
PHYCARE (FACILITY REPORTING GROUP C)
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.PHYCAREHOSPITAL.COM
b
WWW.PHYCAREHOSPITAL.COM
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
PHYCARE (FACILITY REPORTING GROUP C)
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)
PHYCARE (FACILITY REPORTING GROUP C)
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; LINE 2 ROSH - FACILITY REPORTING GROUP B ================================= EFFECTIVE JUNE 30, 2016 THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") BECAME A MAJORITY OWNER IN ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ("ROSH") AND BEGAN OPERATING THE HOSPITAL FACILITY. PER INTERNAL REVENUE CODE SECTION 501(R), AN ORGANIZATION IS CONSIDERED TO OPERATE A HOSPITAL FACILITY IF IT OWNS A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES THAT OPERATES THE HOSPITAL FACILITY. ADDITIONALLY, THE FINAL REGULATIONS CLARIFIED THAT AN ORGANIZATION IS CONSIDERED TO OWN A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES, IF IT OWNS SUCH AN INTEREST DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE LOWER-TIER ENTITIES THAT ARE TREATED AS PARTNERSHIPS FOR FEDERAL TAX PURPOSES. THEREFORE, IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R), TJUH; AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION, BEGAN OPERATING ROSH, A REHABILITATION HOSPITAL FACILITY, IN THE IMMEDIATELY PRECEDING TAX YEAR. PHYCARE - FACILITY REPORTING GROUP C ==================================== IN MAY OF 2017, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") AND MAIN LINE HOSPITALS, INC. ("MLH") ESTABLISHED A LIMITED LIABILITY COMPANY, MLJH, LLC, PURSUANT TO THE PROVISIONS OF THE PENNSYLVANIA UNIFORM LIMITED LIABILITY COMPANY ACT. MLJH, LLC WAS FORMED TO INVEST IN PHYSICIAN'S CARE SURGICAL HOSPITAL, LP ("PHYCARE") A PENNSYLVANIA LIMITED PARTNERSHIP, WHICH OPERATES A SPECIALTY SURGICAL HOSPITAL LOCATED AT 454 ENTERPRISE DRIVE ROYERSFORD, PENNSYLVANIA. PER INTERNAL REVENUE CODE SECTION 501(R), AN ORGANIZATION IS CONSIDERED TO OPERATE A HOSPITAL FACILITY IF IT OWNS A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES THAT OPERATES THE HOSPITAL FACILITY. ADDITIONALLY, THE FINAL REGULATIONS CLARIFIED THAT AN ORGANIZATION IS CONSIDERED TO OWN A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES IF IT OWNS SUCH AN INTEREST DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE LOWER-TIER ENTITIES THAT ARE TREATED AS PARTNERSHIPS FOR FEDERAL TAX PURPOSES. ULTIMATELY, TJUH BEGAN OPERATING PHYCARE, A HOSPITAL FACILITY, THROUGH ITS 50% OWNERSHIP IN MLJH, LLC EFFECTIVE JULY 1, 2017.
SCHEDULE H, PART V, SECTION B; LINE 3 PHYCARE - FACILITY REPORTING GROUP C ==================================== A HOSPITAL ORGANIZATION THAT ACQUIRES A HOSPITAL FACILITY (WHETHER THROUGH MERGER OR ACQUISITION) MUST MEET THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(R)(3) WITH RESPECT TO THE ACQUIRED HOSPITAL FACILITY BY THE LAST DAY OF THE ORGANIZATION'S SECOND TAXABLE YEAR BEGINNING AFTER THE DATE ON WHICH THE HOSPITAL FACILITY WAS ACQUIRED. IN ACCORDANCE WITH THESE REGULATIONS, THE HOSPITAL FACILITY'S CHNA WILL BE COMPLETED AND MADE WIDELY AVAILABLE ON OR BEFORE JUNE 30, 2019.
SCHEDULE H, PART V, SECTION B; LINE 3I TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION FIRST CONDUCTED ITS INITIAL COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") AND A THREE YEAR IMPLEMENTATION PLAN AS OF JUNE 30, 2013. THEREAFTER, AS INDICATED WITHIN SCHEDULE H, PART V, SECTION B, THE ORGANIZATION CONDUCTED ITS SECOND CHNA AND THREE YEAR IMPLEMENTATION PLAN AS OF JUNE 30, 2016. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(3), AN ORGANIZATION'S CHNA SHOULD INCLUDE THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE ORGANIZATION'S PRIOR CHNA. WHILE THE ORGANIZATION'S MOST RECENTLY CONDUCTED CHNA DOES NOT SPECIFICALLY DESCRIBE THE IMPACT OF THE ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL'S PRIOR CHNA, THE ORGANIZATION CREATED A SEPARATE REPORT ENTITLED "THOMAS JEFFERSON UNIVERSITY HOSPITALS COMMUNITY HEALTH NEEDS ASSESSMENT REPORT EVALUATION" ("REPORT") WHICH DESCRIBES THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL'S PRIOR CHNA. THIS REPORT, WHICH IS MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE (URL INCLUDED BELOW), INDICATES THAT SINCE ITS INITIAL CHNA, ROUGHLY 108,250 INDIVIDUALS WERE REACHED AS A RESULT OF THE ORGANIZATION'S COMMUNITY HEALTH IMPROVEMENT SERVICES. THESE SERVICES INCLUDED COMMUNITY HEALTH EDUCATION, COMMUNITY BASED CLINICAL SERVICES AND HEALTHCARE SUPPORTIVE SERVICES. ADDITIONALLY, THE ORGANIZATION'S HEALTH PROFESSIONS EDUCATION SERVICES REACHED OVER 105,500 INDIVIDUALS INCLUDING PHYSICIANS, MEDICAL, NURSING, PHARMACY, OCCUPATIONAL AND PHYSICAL THERAPY STUDENTS AND FACULTY, AS WELL AS, OTHER HEALTH PROFESSIONALS SUCH AS PHYSICIANS AND MEDICAL ASSISTANTS. THE ORGANIZATION'S REPORT INCLUDES TABLES WHICH SUMMARIZE AND EVALUATE MAJOR EFFORTS TIED TO THE ORGANIZATION'S 2013 - 2016 IMPLEMENTATION PLAN. THE REPORT INCLUDES EACH IDENTIFIED HEALTH NEED, PROVIDES INFORMATION ABOUT THE STRATEGIES/RECOMMENDATIONS INITIATED AND SUMMARIZES THE ACCOMPLISHMENTS AND OUTCOMES THROUGH MARCH 2016. THE ORGANIZATION'S COMMUNITY HEALTH NEEDS ASSESSMENT REPORT EVALUATION IS MADE WIDELY AVAILABLE AND CAN FOUND AT THE FOLLOWING URL: HTTPS://HOSPITALS.JEFFERSON.EDU/CONTENT/DAM/HEALTH/PDFS/GENERAL/IN-THE-COM MUNITY/17-0405%202013-2016%20CHNA%20EVALUATION%20FINAL.PDF ROSH - FACILITY REPORTING GROUP B ================================= A HOSPITAL ORGANIZATION THAT ACQUIRES A HOSPITAL FACILITY (WHETHER THROUGH MERGER OR ACQUISITION) MUST MEET THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(R)(3) WITH RESPECT TO THE ACQUIRED HOSPITAL FACILITY BY THE LAST DAY OF THE ORGANIZATION'S SECOND TAXABLE YEAR BEGINNING AFTER THE DATE ON WHICH THE HOSPITAL FACILITY WAS ACQUIRED. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") BECAME A MAJORITY OWNER IN ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ("ROSH") AND BEGAN OPERATING THE HOSPITAL FACILITY EFFECTIVE JUNE 30, 2016. IN ACCORDANCE WITH THESE REGULATIONS, ROSHS INITIAL COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") WAS COMPLETED AND MADE WIDELY AVAILABLE AS OF JUNE 30, 2018. SINCE THIS WAS THE HOSPITAL FACILITYS FIRST CHNA, THE IMPACT OF ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL FACILITYS PRIOR CHNA IS NOT APPLICABLE.
SCHEDULE H, PART V, SECTION B; LINE 5 TJUH - FACILITY REPORTING GROUP A ================================= 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 FACILITIES. TO UNDERTAKE THE CHNA THE ORGANIZATION FORMED AN INTERNAL COMMUNITY BENEFIT STEERING COMMITTEE ("CBSC"). THE ROLE OF THE CBSC IS TO PROVIDE GUIDANCE ABOUT CONDUCTING THE HEALTH NEEDS ASSESSMENT, TO SUGGEST COMMUNITY EXPERTS/ORGANIZATIONS THAT SHOULD BE INCLUDED IN THE PROCESS, TO PROVIDE SUGGESTIONS FOR ADDITIONAL RESOURCES TO BE INCLUDED, TO REVIEW THE NEEDS ASSESSMENT FINDINGS AND RECOMMENDATIONS, AND TO PROVIDE GUIDANCE AND INSIGHT INTO PRIORITIES AND STRATEGIES FOR THE IMPLEMENTATION PLAN. COMMUNITY ENGAGEMENT AND FEEDBACK WERE AN INTEGRAL PART OF THE CHNA PROCESS. THE CBSC SOUGHT COMMUNITY INPUT THROUGH KEY INFORMANT INTERVIEWS WITH COMMUNITY LEADERS AND PARTNERS AS WELL AS CONDUCTED FOCUS GROUP RESEARCH. PUBLIC HEALTH AND HEALTHCARE PROFESSIONALS SHARED KNOWLEDGE AND EXPERTISE ABOUT HEALTH ISSUES, AND LEADERS AND REPRESENTATIVES OF NON-PROFIT AND COMMUNITY-BASED ORGANIZATIONS PROVIDED INSIGHT ON THE COMMUNITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW INCOME, AND MINORITY POPULATIONS. PUBLIC HEALTH MANAGEMENT CORPORATIONS BIANNUAL RANDOM-DIGIT DIAL HOUSEHOLD HEALTH SURVEY DATA WAS USED TO GAIN AN UNDERSTANDING OF HEALTH AND SOCIAL NEEDS OF THE DIVERSE POPULATION IN JEFFERSONS COMMUNITY BENEFIT AREA. MORE THAN 3,000 INDIVIDUALS IN PHILADELPHIA WERE SURVEYED. IN ADDITION, INTERVIEWS AND FOCUS GROUPS WERE CONDUCTED. MORE THAN 90 INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS REPRESENTING HEALTHCARE AND COMMUNITY BASED ORGANIZATIONS WORKING WITH THE MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS THAT HAVE KNOWLEDGE OF THE HEALTH AND UNDERLYING SOCIAL CONDITIONS THAT AFFECT HEALTH OF THE PEOPLE IN THEIR NEIGHBORHOODS AND BROADER COMMUNITY. THESE INTERVIEWS WERE CONDUCTED BY A QUALITATIVE PUBLIC HEALTH RESEARCHER FROM TJUH'S CENTER FOR URBAN HEALTH TO GAIN INSIGHT ABOUT HEALTH NEEDS AND PRIORITIES, BARRIERS TO IMPROVING COMMUNITY HEALTH, AND THE COMMUNITY ASSETS AND EFFORTS ALREADY IN PLACE OR BEING PLANNED TO ADDRESS THESE ISSUES AND CONCERNS. THE INTERVIEWS CONDUCTED WITH FACULTY AND HEALTH PROVIDERS FROM METHODIST HOSPITAL, JEFFERSON NEUROSCIENCES AND JEFFERSON UNIVERSITY AND HOSPITAL WERE DESIGNED TO GAIN THEIR PERSPECTIVE ABOUT THE HEALTH ISSUES OF THEIR PATIENTS AND COMMUNITY AND TO IDENTIFY JEFFERSONS AND OTHER EFFORTS TO ADDRESS THESE ISSUES. INTERVIEWEES WERE ASKED TO PRIORITIZE THE NEEDS/ RECOMMENDATIONS DISCUSSED DURING THEIR INTERVIEW. THROUGHOUT 2014 AND 2015, MEETINGS WERE ALSO HELD WITH A VARIETY OF COMMUNITY BASED ORGANIZATIONS TO UNDERSTAND HOW TJUH MIGHT PARTNER TO ADDRESS HEALTH NEEDS OF THE COMMUNITIES THEY SERVE. FOCUS GROUPS WERE CONDUCTED WITH TJUH'S EMPLOYEES WHO LIVE IN THE NEIGHBORHOODS THAT ARE PART OF TJUHS PRIMARY SERVICE AREA. THIS WAS DONE PURPOSEFULLY IN ORDER TO INVOLVE THEM IN THE NEEDS ASSESSMENT PROCESS, AND TO ENGAGE THESE EMPLOYEES IN FUTURE EFFORTS TO IMPROVE COMMUNITY HEALTH. A LIST OF EMPLOYEES WHO LIVE IN ZIP CODES THAT MAKE UP THE COMMUNITY BENEFIT AREA WAS OBTAINED FROM HUMAN RESOURCES. EMPLOYEES WERE RANDOMLY SELECTED FROM EACH ZIP CODE AND CONTACTED ABOUT THEIR INTEREST IN PARTICIPATING IN THE FOCUS GROUPS. FOUR FOCUS GROUPS WERE HELD, TWO WITH EMPLOYEES FROM SOUTH PHILADELPHIA, ONE WITH EMPLOYEES FROM LOWER NORTH PHILADELPHIA, AND ONE WITH EMPLOYEES FROM TRANSITIONAL NEIGHBORHOODS. FOCUS GROUPS WERE CONDUCTED BY QUALITATIVE PUBLIC HEALTH RESEARCHERS FROM TJUH'S CENTER FOR URBAN HEALTH. FOCUS GROUP QUESTIONS WERE DESIGNED TO ELICIT THE MAJOR HEALTH AND SOCIAL CONCERNS OF THE NEIGHBORHOOD AND LARGER COMMUNITY, BARRIERS TO ACCESSING HEALTH AND SOCIAL SERVICES AND IMPROVING LIFESTYLES, PERCEPTIONS ABOUT EXISTING AND/OR POTENTIAL INTERVENTIONS TO ADDRESS COMMUNITY HEALTH IMPROVEMENT, AND SPECIFIC RECOMMENDATIONS THAT TJUH COULD DO TO IMPROVE THE HEALTH OF THE COMMUNITY. EACH FOCUS GROUP WAS ASKED TO PRIORITIZE THE NEEDS/RECOMMENDATIONS IDENTIFIED DURING THE FOCUS GROUP DISCUSSION. DATA ON HEALTH STATUS OF IMMIGRANT POPULATIONS (HYPERTENSION, DIABETES, HEART DISEASE RATES, OBESITY PREVALENCE, ETC.), IS LACKING DUE TO LANGUAGE ISSUES. WHILE PUBLIC HEALTH MANAGEMENT CORPORATIONS HOUSEHOLD HEALTH SURVEY IS CONDUCTED IN SPANISH, THIS IS NOT THE CASE FOR OTHER RACIAL/ETHNIC GROUPS FOR WHOM ENGLISH IS NOT THEIR PRIMARY LANGUAGE. FOR THIS REASON ADDITIONAL KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH COMMUNITY ORGANIZATIONS SERVING THE IMMIGRANT REFUGEE COMMUNITIES, PARTICULARLY THE ASIAN COMMUNITIES, TO BETTER UNDERSTAND THEIR HEALTH AND RELATED SOCIAL NEEDS. THE LIST BELOW PROVIDES THE ORGANIZATIONS AND CLINICAL DEPARTMENTS OF THOSE INTERVIEWED, AND THE FOCUS OF THE INTERVIEW/MEETING BASED ON AREA(S) OF EXPERTISE: ACCESS MATTERS, THE AUGUSTINIAN DEFENDERS OF THE RIGHTS OF THE POOR, AMERICAN DIABETES ASSOCIATION, AMERICAN HEART ASSOCIATION, ASIAN CHAMBER OF COMMERCE OF GREATER PHILADELPHIA, BHUTANESE AMERICAN ORGANIZATION - PHILADELPHIA, BROAD STREET MINISTRIES, CAMBODIAN ASSOCIATION, CHINATOWN COMMUNITY DEVELOPMENT CORPORATION, CITY COUNCILMAN 1ST DISTRICT, COALITION AGAINST HUNGER, CONGRESO DE LATINOS UNIDOS, COUNCIL FOR RELATIONSHIPS, DELAWARE VALLEY REGIONAL PLANNING COUNCIL, DEPARTMENT OF BEHAVIORAL HEALTH AND INTELLECTUAL DISABILITIES, DIVERSIFIED COMMUNITY SERVICES, FOOD TRUST, GREATER PHILADELPHIA BUSINESS COALITION ON HEALTH, GREATER PHILADELPHIA HEALTH ACTION; CHINATOWN MEDICAL SERVICES, HISPANIC ASSOCIATION OF CONTRACTORS AND ENTERPRISES, HEALTHY ROWHOUSE INITIATIVE, HEALTH FEDERATION, HEALTH PROMOTION COUNCIL, HEALTHCARE IMPROVEMENT FOUNDATION, HEPATITIS B FOUNDATION, LEGAL CLINIC FOR THE DISABLED, LUTHERAN AND CHILDRENS SERVICES, METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE, MAYOR'S OFFICE OF IMMIGRANT AND MULTICULTURAL AFFAIRS, MATERNITY CARE COALITION, MAYORS OFFICE ON PLANNING, MAZZONI CENTER, METHADONE CLINIC, NATIONALITIES SERVICES CENTER, NEMOURS PEDIATRICS, NEW KENSINGTON COMMUNITY DEVELOPMENT CORPORATION, NORRIS SQUARE COMMUNITY ALLIANCE HEAD START, PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS, PHILADELPHIA CORPORATION ON AGING, PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, PHILADELPHIA HOUSING AUTHORITY, PHILADELPHIA POLICE DEPARTMENT, PHILADELPHIA REFUGEE MENTAL HEALTH COLLABORATIVE, PHILADELPHIA REENTRY COALITION, PHILADELPHIA SCHOOL DISTRICT, PROJECT HOME AND STEVEN KLEIN WELLNESS CENTER, REFUGEE HEALTH PARTNERS, SCHOOLS: INDEPENDENCE CHARTER SCHOOL; SOUTHWARK SCHOOL, SOUTHEAST ASIAN MUTUAL ASSISTANCE ASSOCIATIONS COALITION, SELF-HELP AND RESOURCE EXCHANGE, SOUTH PHILADELPHIA AGING COALITION, UNITED COMMUNITIES SOUTHEASTERN PHILADELPHIA, VETERANS MULTI-SERVICES CENTER, JEFFERSON OBSTETRICS AND GYNECOLOGY ASSOCIATES CLINIC, COMPREHENSIVE STROKE CENTER/NEUROSCIENCES, JEFFERSON CANCER PATIENT SERVICES, JEFFERSON CANCER RESEARCH, JEFFERSON CARDIOVASCULAR HEALTH, JEFFERSON CASE MANAGEMENT SOCIAL WORK, JEFFERSON ELDER CARE - OCCUPATIONAL THERAPY, JEFFERSON DIABETES CENTER, JEFFERSON EMERGENCY DEPARTMENT, JEFFERSON FAMILY MEDICINE, JEFFERSON FAMILY MEDICINE GERIATRIC CLINIC, JEFFERSON FAMILY MEDICINE, REFUGEE HEALTH CLINIC, JEFFERSON FAMILY MEDICINE - SOCIAL WORK, JEFFERSON HOSPITALISTS, JEFFERSON MATERNAL ADDICTION TREATMENT EDUCATION & RESEARCH, JEFFERSON METHODIST, MYRNA BRIND CENTER FOR INTEGRATIVE MEDICINE, JEFFERSON OCCUPATIONAL THERAPY, JEFFERSON PASTORAL CARE DEPARTMENT, JEFFERSON PATHWAYS TO HOUSING, JEFFERSON PHARMACY, JEFFERSON PHYSICAL THERAPY, JEFFERSON REHABILITATION PSYCHOLOGIST, JEFFERSON RECREATIONAL THERAPY REHAB, JEFFERSON CARDIOVASCULAR CLINICAL SERVICES, JEFFERSON STUDENT LIFE, DIVERSITY AND INCLUSION, HEALTH PROFESSIONS, TJUH NURSE MAGNET, TJU NURSING AND TJUH NURSING. ROSH - FACILITY REPORTING GROUP B ================================= 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, ROSH 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 PRI
SCHEDULE H, PART V, SECTION B; LINE 6A TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION'S CHNA INCLUDES THREE HOSPITAL CAMPUSES, THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON UNIVERSITY HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL.
SCHEDULE H, PART V, SECTION B; LINE 6B ROSH - FACILITY REPORTING GROUP B ================================= THE ORGANIZATION'S CHNA WAS CONDUCTED BY THE HOSPITAL ORGANIZATION ITSELF. HOWEVER, ROSH AND JEFFERSON HEALTH - NORTHEAST COLLABORATED TO CONDUCT FOCUS GROUPS TOGETHER IN AN EFFORT TO OBTAIN INFORMATION REGARDING THE HEALTH AND SOCIAL CONCERNS WITHIN THE COMMUNITY SERVED. ADDITIONALLY, THE COMMUNITY BENEFIT COMMITTEE OF ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL ("ROSH"), WORKED UNDER THE GUIDANCE OF THE THOMAS JEFFERSON UNIVERSITY HOSPITAL CENTER FOR URBAN HEALTH. ROSH 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; LINE 7A TJUH - FACILITY REPORTING GROUP A ================================= 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/ABOUT-US/IN-THE-COMMUNITY/COMMUNITY-HEALTH- NEEDS-ASSESSMENT.HTML ROSH - FACILITY REPORTING GROUP B ================================= THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/COMMUNITY-HEALTH
SCHEDULE H, PART V, SECTION B; LINE 10 TJUH - FACILITY REPORTING GROUP A ================================= 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 10A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION ISSUED A JOINT IMPLEMENTATION STRATEGY FOR EACH OF THE THOMAS JEFFERSON UNIVERSITY HOSPITAL FACILITIES. THIS JOINT IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/ABOUT-US/IN-THE-COMMUNITY/COMMUNITY-HEALTHN EEDS-ASSESSMENT.HTML
SCHEDULE H, PART V, SECTION B; LINE 11 TJUH - FACILITY REPORTING GROUP A ================================= IN AN EFFORT TO ADDRESS THE COMMUNITY HEALTH NEEDS IDENTIFIED IN THE CHNA, RECOMMENDATIONS FOR INITIATIVES WERE INITIALLY PRIORITIZED BASED ON SECONDARY DATA FINDINGS, PRIMARY DATA GATHERED THROUGH INTERNAL AND EXTERNAL KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WITH COMMUNITY RESIDENTS. PARTICIPANTS IN KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE ASKED TO IDENTIFY THE HEALTH NEEDS OF THE COMMUNITY AND WERE THEN ASKED TO IDENTIFY THOSE THEY FELT WERE MOST IMPORTANT TO ADDRESS. THEY WERE ALSO ASKED TO RECOMMEND POTENTIAL INITIATIVES TO ADDRESS THESE NEEDS. THE IDENTIFIED PRIORITY HEALTH NEEDS AND RECOMMENDED INITIATIVES WERE THEN GROUPED INTO THE FOLLOWING DOMAINS: - ACCESS TO CARE; - CHRONIC DISEASE MANAGEMENT; - HEALTH SCREENING AND EARLY DETECTION; - HEALTHY LIFESTYLE BEHAVIORS; AND - SOCIAL AND HEALTHCARE NEEDS OF OLDER ADULTS. THE CENTER FOR URBAN HEALTH PRIORITIZED IDENTIFIED HEALTH NEEDS USING A WEIGHTED SCORING SYSTEM FOR PREDETERMINED PRIORITIZATION CRITERIA. SENIOR MANAGEMENT THEN REVIEWED AND FURTHER PRIORITIZED THE CHNA HEALTH ISSUES/CONCERNS IN RELATIONSHIP TO THE HOSPITALS STRATEGIC PLAN. THE FOLLOWING HEALTH NEEDS/ISSUES WILL BE ADDRESSED: WORKFORCE DEVELOPMENT, HEALTH INSURANCE, LANGUAGE ACCESS, COLON CANCER, WOMENS CANCERS, OBESITY, REGULAR SOURCE OF CARE, HOSPITAL AND ED UTILIZATION, SOCIAL AND HEALTHCARE NEEDS OF OLDER ADULTS, DIABETES, HEART DISEASE, HYPERTENSION AND STROKE. THE IMPLEMENTATION PLAN INCLUDES AN OVERVIEW OF EACH OF THE DOMAINS, AND RELATED PRIORITY HEALTH NEEDS/ISSUES. A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTCOMES, IMPACT MEASURES AND POTENTIAL PARTNERS. THE STRATEGIES/ACTIVITIES RELATED TO SPECIAL POPULATIONS (REFUGEES & IMMIGRANTS, THE HOMELESS, RETURNING CITIZENS, VETERANS, AND LESBIAN, GAY, BI-SEXUAL, TRANSSEXUAL AND QUEER) ARE INTEGRATED THROUGHOUT THE IMPLEMENTATION PLAN AS ARE UNDERLYING ROOT CAUSES THAT IMPACT THE PRIORITY HEALTH NEEDS SUCH AS ACCESS TO HEALTHY FOOD AND SAFE PLACES FOR PHYSICAL ACTIVITY, HEALTH LITERACY, BEHAVIORAL HEALTH ISSUES INCLUDING SUBSTANCE ABUSE, SMOKING, TRANSPORTATION AND HOUSING. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, PENNSYLVANIA, AND PHILADELPHIA HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. THE FOLLOWING SUMMARIZES HOW JEFFERSON IS ADDRESSING THE SIGNIFICANT NEEDS IDENTIFIED IN ITS 2016 CHNA: WORKFORCE DEVELOPMENT --------------------- - DEVELOP WORKFORCE PIPELINES WITH COMMUNITY PARTNERS TO INCREASE AVAILABILITY OF QUALIFIED MINORITY CANDIDATES FOR POSITIONS THROUGHOUT JEFFERSON AND PHILADELPHIA; - PROVIDE CAREER COUNSELING SUPPORT AND EVENTS IN CONJUNCTION WITH COMMUNITY PARTNERS; AND - INCREASE SUCCESSFUL APPLICATION TO JEFFERSON UNIVERSITY OR OTHER HEALTH PROFESSIONAL SCHOOLS/COLLEGES. HEALTH INSURANCE ---------------- - INCREASE ACCESS TO MEDICATIONS THAT MAY NOT BE AFFORDABLE FOR PATIENTS DUE TO INSURANCE STATUS/REQUIREMENTS OF INSURERS AND COPAYS; - INCREASE THE PERCENTAGE OF ADULTS WHO ARE INSURED AND ABLE TO EFFECTIVELY USE THEIR HEALTH INSURANCE; - INCREASE COMMUNITY UNDERSTANDING OF HOW TO USE HEALTH INSURANCE TO REDUCE/ELIMINATE FINANCIAL BURDEN; AND -INCREASE ACCESS TO MENTAL HEALTH COVERAGE. CULTURALLY COMPETENT CARE AND LANGUAGE ACCESS --------------------------------------------- - PROVIDE EASY-TO-UNDERSTAND, CULTURALLY APPROPRIATE VERBAL COMMUNICATION, PRINT MATERIAL, AND MULTIMEDIA MATERIALS IN ENGLISH AND THE LANGUAGES COMMONLY USED BY THE POPULATIONS IN THE SERVICE AREA; - ENHANCE LANGUAGE ASSISTANCE TO INDIVIDUALS WHO HAVE LIMITED ENGLISH PROFICIENCY AND/OR OTHER COMMUNICATION NEEDS TO FACILITATE VERBAL COMMUNICATION AND ENSURE COMMUNICATION NEEDS ARE MET; - EDUCATE AND TRAIN HEALTHCARE WORKFORCE IN CULTURALLY AND LINGUISTICALLY APPROPRIATE POLICIES AND PRACTICES ON AN ONGOING BASIS; AND - EXPLORE OPPORTUNITIES TO IMPROVE PATIENT-PROVIDER COMMUNICATION THROUGH EXPANSION OF CULTURAL COMPETENCE TRAINING FOR HEALTHCARE PROVIDERS RELATED TO SPECIAL POPULATIONS SUCH AS IMMIGRANTS/REFUGEES, LGBT, OLDER ADULTS, INDIVIDUALS WITH MENTAL ILLNESS, RETURNING CITIZENS, PEOPLE WITH MILD COGNITIVE IMPAIRMENT, INDIVIDUALS WITH SUBSTANCE ABUSE, PEOPLE EXPERIENCING TRAUMA AND THE HOMELESSNESS. HOSPITAL AND EMERGENCY DEPARTMENT (ED) UTILIZATION -------------------------------------------------- - REDUCE PREVENTABLE/AVOIDABLE ED UTILIZATION & HOSPITAL READMISSIONS; - INCREASE ACCESS TO MENTAL HEALTH SERVICES; - INCREASE AWARENESS OF FOOD AS MEDICINE AMONG HEALTH CARE PROVIDERS; - PREVENT AND REDUCE THE CONSEQUENCES OF SUBSTANCE USE AND ADDICTIONS THROUGH EDUCATION, POLICY/SYSTEM CHANGES; - INCREASE SUBSTANCE USE SCREENING, BRIEF INTERVENTION AND REFERRAL TO TREATMENT BY HEALTH CARE PROVIDERS; AND - REDUCE TRAFFIC RELATED DEATHS IN PHILADELPHIA TO ZERO. REGULAR SOURCE OF CARE ---------------------- - INCREASE ACCESS TO HEALTH INSURANCE AND SOCIAL SERVICES THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH THAT IMPACT HEALTH, HOSPITAL, AND ED USE; - IMPROVE ACCESS TO PRIMARY CARE SERVICES THAT ARE CULTURALLY AND LINGUISTICALLY APPROPRIATE; - INCREASE ACCESS TO MENTAL HEALTH SERVICES; AND - INCREASE SUBSTANCE USE SCREENING, BRIEF INTERVENTION AND REFERRAL TO TREATMENT BY HEALTH CARE PROVIDERS. CHRONIC DISEASE PREVENTION AND MANAGEMENT ----------------------------------------- - INCREASE AWARENESS OF PROGRAMS AND SERVICES THAT SUPPORT HEALTHY EATING AND PHYSICAL ACTIVITY; - INCREASE AWARENESS OF THE IMPORTANCE OF BEING PHYSICALLY ACTIVE AND OPPORTUNITIES TO ENGAGE IN PHYSICAL ACTIVITY; - INCREASE THE PERCENTAGE OF CHILDREN AND ADULTS WHO MEET THE NATIONAL GUIDELINES FOR DAILY CONSUMPTION OF FRUIT AND VEGETABLES; - INCREASE ACCESS TO HEALTHY AFFORDABLE FOOD; - RAISE AWARENESS OF "FOOD AS MEDICINE" AMONG HEALTH CARE PROVIDERS; AND - INCREASE THE PERCENTAGE OF CHILDREN AND ADULTS THAT MEET THE NATIONAL GUIDELINES FOR PHYSICAL ACTIVITY. HEART DISEASE, HYPERTENSION, STROKE AND DIABETES ------------------------------------------------ - IMPROVE ABILITY OF EMS PERSONNEL TO RAPIDLY IDENTIFY SIGNS AND SYMPTOMS OF STROKE AND TREATMENT FOR EMERGENT LARGE VESSEL OCCLUSION (ELVO STROKE); - INCREASE AWARENESS OF PROGRAMS AND SERVICES THAT SUPPORT HEALTHY EATING AND PHYSICAL ACTIVITY AND CHRONIC DISEASE MANAGEMENT; - RAISE AWARENESS ABOUT CHRONIC DISEASE RISK FACTORS AND HEALTHY LIFESTYLES; - IMPROVE ABILITY OF INDIVIDUALS TO MANAGE CHRONIC DISEASE; AND - ADVOCATE FOR SYSTEM AND POLICY CHANGES THAT SUPPORT CHRONIC DISEASE PREVENTION. PREVENTIVE CARE AND EARLY DETECTION OF DISEASE ---------------------------------------------- - INCREASE PUBLIC AWARENESS ABOUT COLORECTAL CANCER PREVENTION AND THE IMPORTANCE OF EARLY DETECTION; - INCREASE COLON CANCER SCREENING RATES; AND - INCREASE COLONOSCOPIES IN THE TARGETED AREAS. BREAST AND CERVICAL CANCER -------------------------- - INCREASE PUBLIC AWARENESS ABOUT BREAST AND CERVICAL CANCER PREVENTION AND THE IMPORTANCE OF EARLY DETECTION. SOCIAL AND HEALTH CARE NEEDS OF OLDER ADULTS -------------------------------------------- - IMPROVE THE HEALTH, FUNCTION, AND QUALITY OF LIFE OF OLDER ADULTS SO THEY ARE ABLE TO LIVE IN THEIR OWN HOME AND COMMUNITY SAFELY, INDEPENDENTLY AND COMFORTABLY, REGARDLESS OF AGE, INCOME, OR ABILITY LEVEL (HEALTHY PEOPLE 2020); AND - DEVELOP A COMPREHENSIVE HEALTH PROMOTION AND WELLNESS PROGRAM FOR OLDER ADULTS, THEIR CAREGIVERS AND THE COMMUNITY THAT PROMOTES AND FACILITATES ACCESS TO HEALTH CARE RESOURCES FOR OLDER ADULTS, ENHANCES THE PUBLIC PERCEPTION OF AGING AND PROVIDES OPPORTUNITIES TO EDUCATE FUTURE HEALTH CARE PROVIDERS. WHILE IMPORTANT, OTHER IDENTIFIED HEALTH ISSUES/NEEDS (HIV, HOUSING, COMMUNITY SAFETY, ALCOHOL AND SUBSTANCE USE, BEHAVIORAL HEALTH, MATERNAL CHILD HEALTH, ACCESS TO SAFE PLACES FOR PLAY, TRANSPORTATION, AND ACCESS TO HEALTHY FOODS) WILL NOT BE ADDRESSED SPECIFICALLY OR COMPREHENSIVELY IN THE COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP), BUT THIS DOES NOT MEAN THAT PROGRAMS IN PLACE WILL NOT CONTINUE. THESE ADDITIONAL HEALTH ISSUES WILL BE CONSIDERED BASED ON EXISTING, OR NEW RELATIONSHIPS & COLLABORATIONS; FUNDING OPPORTUNITIES; REGIONAL OR LOCAL PUBLIC HEALTH PRIORITIES AND IDENTIFIED INNOVATIVE PROJECTS/PROGRAMS. MANY OF THESE HEALTH ISSUES/NEEDS ARE UNDERLYING ROOT CAUSES OR BEHAVIORS THAT IMPACT THE PRIORITY HEALTH ISSUES ABOVE AND ARE INTEGRATED THROUGHOUT THE CHIP. FOR EXAMPLE, ACCESS TO HEALTHY FOOD HAS BEEN AND WILL CONTINUE TO BE A STRATEGY WE USE TO COMBAT CHRONIC DISEASE PREVENTION AND MANAGEMENT AND OBESITY (DIABETES, OBESITY AND HEART DISEASE). WE HAVE ALSO
SCHEDULE H, PART V, SECTION B; LINE 16 TJUH - FACILITY REPORTING GROUP A ================================= 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. 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 IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/PATIENTS-AND-VISITORS/PATIENT-POLICIES/FINA NCIAL-ASSISTANCE.HTML ROSH - FACILITY REPORTING GROUP B ================================= DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PHYCARE - FACILITY REPORTING GROUP C ==================================== DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML
SCHEDULE H, PART V, SECTION B; LINE 21 ROSH - FACILITY REPORTING GROUP B ================================= ROSH IS A SPECIALTY HOSPITAL FACILITY AND DOES NOT HAVE A DEDICATED EMERGENCY DEPARTMENT, NOR DOES IT HAVE SPECIALIZED CAPABILITIES THAT WOULD MAKE IT APPROPRIATE TO ACCEPT TRANSFERS OF INDIVIDUALS WHO NEED STABILIZING TREATMENT FOR AN EMERGENCY MEDICAL CONDITION. HOWEVER, ROSH HAS ESTABLISHED A WRITTEN EMERGENCY MEDICAL CARE POLICY THAT ADDRESSES HOW IT APPRAISES EMERGENCIES, PROVIDES INITIAL TREATMENT, AND REFERS OR TRANSFERS AN INDIVIDUAL TO ANOTHER FACILITY, WHEN APPROPRIATE, IN A MANNER THAT COMPLIES WITH THE FEDERAL EMERGENCY MEDICAL TREATMENT AND LABOR ACT ("EMTALA") REGULATIONS. ADDITIONALLY, PATIENTS SEEKING EMERGENCY CARE AT ROSH ARE NOT SUBJECT TO FINANCIAL SCREENING PRIOR TO RECEIVING CARE. PATIENTS WILL NOT BE SUBJECT TO DEBT COLLECTION ACTIVITIES THAT WOULD INTERFERE WITH EMERGENCY MEDICAL CARE. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL OR IMMIGRATION STATUS, SEXUAL ORIENTATION, OR RELIGIOUS AFFILIATION. ROSH SHALL OPERATE IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL REQUIREMENTS FOR THE PROVISION OF HEALTH SERVICES, INCLUDING SCREENING AND TRANSFER REQUIREMENTS UNDER EMTALA.
SCHEDULE H, PART V, SECTION B; LINE 22 PHYCARE - FACILITY REPORTING GROUP C ==================================== ACCORDING TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, PATIENTS WHO ARE UNINSURED OR UNDERINSURED FOR A MEDICALLY NECESSARY SERVICE, OR WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOME LESS THAN 200% OF THE FEDERAL POVERTY GUIDELINES ARE ELIGIBLE FOR 100% CHARITY CARE (FINANCIAL ASSISTANCE). SINCE THE ORGANIZATION PROVIDES FULL FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY, FAP-ELIGIBLE INDIVIDUALS RECEIVE A FULL WRITE-OFF. BECAUSE THE ORGANIZATION ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, THE ORGANIZATION DOES NOT CALCULATE AMOUNTS GENERALLY BILLED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
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?43
Name and address Type of Facility (describe)
1 BRIND-MARCUS CENTER OF INTEGRATIVE MED
789 EAST LANCASTER AVENUE
VILLANOVA,PA19085 		OUTPATIENT SERVICES - INTEGRATIVE MEDICINE
2 HYPERBARIC AT METHODIST
1301 WOLF STREET 1ST FLOOR
PHILADELPHIA,PA19147 		OUTPATIENT SERVICES - OXEGYN THERAPY
3 INFUSION CENTER
925 CHESTNUT STREET 2ND FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - INFUSION SERVICES
4 INFUSION CENTER AT METHODIST
1301 WOLF STREET
PHILADELPHIA,PA19147 		OUTPATIENT SERVICES - INFUSION SERVICES
5 INFUSION CENTER FOR RHEUMATOLGY
211 S 9TH STREET
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - RHEUMATOLOGY
6 JEFF FIT AT THE NAVY YARD (REHAB)
4050 SOUTH 26TH STREET SUITE 140
PHILADELPHIA,PA19112 		OUTPATIENT SERVICES - REHABILITATION
7 JEFFERSON CARDIAC IMAGING
925 CHESTNUT STREET
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - IMAGING
8 JEFFERSON CARDIOLOGY
925 CHESTNUT STREET MEZZANINE
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - CARDIAC & VASCULAR SERVICES
9 JEFFERSON ENDOCRINOLOGY
211 S 9TH STREET WALNUT TOWERS ST
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - ENDOCRINOLOGY SERVICES
10 JEFFERSON FAMILY MEDICINE
833 CHESTNUT STREET SUITE 300
PHILADELPHIA,PA19107 		FAMILY MEDICINE
11 JEFFERSON GASTROENTEROLOGYHEPATOLOGY
1300 WOLF STREET 1ST FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY
12 JEFFERSON GASTROENTEROLOGYHEPATOLOGY
132 SOUTH 10TH STREET 4TH 5TH FL
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY
13 JEFFERSON HEARING AND BALANCING CENTER
925 CHESTNUT STREET 6TH FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - HEARING & BALANCE SERVICES
14 JEFFERSON HEMATOLOGY
1015 CHESTNUT STREET SUITE 132
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - HEMATOLOGY SERVICES
15 JEFFERSON HOSPITAL AMBULATORY PRACTICE
833 CHESTNUT STREET SUITE 220
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - AMBULATORY SERVICES
16 JEFFERSON IMAGING CENTER
909 WALNUT STREET 1ST FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - IMAGING
17 JEFFERSON INTERNAL MEDICINE
833 CHESTNUT STREET SUITE 701
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - INTERNAL MEDICINE
18 JEFFERSON MEDICAL ONCOLOGY
1300 WOLF STREET 3RD FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - ONCOLOGY SERVICES
19 JEFFERSON MEDICAL ONCOLOGY
925 CHESTNUT STREET 3RD 4TH FLOO
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - ONCOLOGY SERVICES
20 JEFFERSON METHODIST CARDIAC REHAB
2422-24 SOUTH BROAD STREET
PHILADELPHIA,PA19145 		OUTPATIENT SERVICES - PHYSICIAN THERAPY & CARDIAC
21 JEFFERSON NEPHROLOGY
833 CHESTNUT STREET SUITE 700
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - NEPHROLOGY SERVICES
22 JEFFERSON NEUROLOGYNEUROSURGERY
909 WALNUT STREET 2ND FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - NEUROLOGY SERVICES
23 JEFFERSON OBGYN
833 CHESTNUT STREET 1ST FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - WOMEN'S HEALTH SERVICES
24 JEFFERSON OUTPATIENT PEDIATRIC REHAB CTR
833 CHESTNUT STREET 2ND FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - PHYSICAL THERAPY
25 JEFFERSON OUTPATIENT REHAB MEDICINE
25 S 9TH STREET
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - PHYSICAL THERAPY
26 JEFFERSON PULMONARY
834 WALNUT STREET SUITE 620
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - PULMONARY SERVICES
27 JEFFERSON RADIATION THERAPY RIDDLE HOSP
1078 WEST BALTIMORE PIKE SUITE 2
MEDIA,PA19063 		OUTPATIENT SERVICES - RADIATION SERVICES
28 JEFFERSON RHEUMATOLOGY
211 S 9TH STREET WALNUT TOWERS ST
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - RHEUMATOLOGY SERVICES
29 JEFFERSON SURGICAL CENTER
1100 WALNUT STREET 2ND FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - SURGICAL SERVICES
30 JEFFERSON UROLOGY
833 CHESTNUT STREET SUITE 703
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - UROLOGY SERVICES
31 JEFFERSON WEINBERG ALS CLINIC
909 WALNUT STREET 2ND FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - VARIOUS
32 JEFFERSON-HONICKMAN BREAST IMAGING CTR
1100 WALNUT STREET 3RD AND 4TH FLO
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - IMAGING
33 JEFFFIT ART MUSEUM
2120 SPRING GARDEN STREET
PHILADELPHIA,PA19130 		OUTPATIENT SERVICES - VARIOUS
34 MYRNA BRIND CENTER OF INTEGRATIVE MED
925 CHESTNUT STREET 1ST FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - INTEGRATIVE MEDICINE
35 NICOLETTI KIDNEY TRANSPLANT CENTER
833 CHESTNUT STREET SUITE 138
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - KIDNEY SERVICES
36 PATIENT TESTING CENTER
925 CHESTNUT STREET
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - LABORATORY
37 PHLEBOTOMY OP STATION
833 CHESTNUT STREET 2ND FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - LABORATORY
38 PHOTOPHERESIS
925 CHESTNUT STREET
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES
39 PULMONARY FUNCTION LABORATORY
834 WALNUT STREET SUITE 650
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - LABORATORY
40 SLEEP DISORDER CENTER
211 S 9TH STREET 5TH FLOOR
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - EVALUATION & TREATMENT OF SLEEP DISORDERS
41 STEPHEN KLEIN WELLNESS CENTER
2144 CECIL B MOORE AVENUE
PHILADELPHIA,PA19121 		OUTPATIENT SERVICES - WELLNESS SERVICES
42 ULTRASOUND
909 WALNUT STREET BASEMENT
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - IMAGING
43 URODYNAMICS TESTING
833 CHESTNUT STREET SUITE 703
PHILADELPHIA,PA19107 		OUTPATIENT SERVICES - IMAGING
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 TJUH - FACILITY REPORTING GROUP A ================================= IT IS THE POLICY OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF FINANCIAL ASSISTANCE ("CHARITY CARE") AND PARTIAL CHARITY CARE TO PATIENTS RESIDING IN ITS LOCAL SERVICE AREA WHO REQUIRE EMERGENCY AND MEDICALLY NECESSARY CARE AND WHO ARE INELIGIBLE FOR MEDICAID; HAVE EXHAUSTED OR LIMITED INSURANCE BENEFITS; AND MEET HOUSEHOLD INCOME AND ASSET CRITERIA OR MEDICAL INDIGENCE STANDARDS AS SET FORTH IN THEIR FINANCIAL ASSISTANCE POLICY. TJUH CONSIDERS EACH PATIENTS ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY MEDICAL CARE, AND EXTENDS CHARITY CARE OR PARTIAL CHARITY CARE TO ELIGIBLE PATIENTS RESIDING IN ITS LOCAL SERVICE AREAS WHO ARE UNABLE TO PAY FOR THEIR CARE. THE ORGANIZATION'S FAP SETS FORTH THE ELIGIBILITY PROCEDURES FOR CHARITY CARE AND PARTIAL CHARITY CARE IN COMPLIANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. IN ACCORDANCE WITH THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY, TJUH SHALL ADHERE TO AN ESTABLISHED METHODOLOGY TO DETERMINE ELIGIBILITY FOR CHARITY CARE AND PARTIAL CHARITY CARE. THE METHODOLOGY SHALL CONSIDER WHETHER HEALTHCARE SERVICES MEET MEDICAL NECESSITY CRITERIA, AS WELL AS INCOME, FAMILY SIZE, AND RESOURCES AVAILABLE TO PAY FOR CARE. ALL AVAILABLE FINANCIAL RESOURCES ARE EVALUATED BEFORE A DETERMINATION REGARDING CHARITY CARE OR PARTIAL CHARITY CARE IS MADE. TJUH CONSIDERS THE FINANCIAL RESOURCES OF THE PATIENT, AS WELL AS OTHER PERSONS HAVING LEGAL RESPONSIBILITY TO PROVIDE FOR THE PATIENT (E.G. PARENT OF A MINOR, SPOUSE). THE PATIENT/GUARANTOR SHALL BE REQUIRED TO PROVIDE INFORMATION SUFFICIENT FOR TJUH TO DETERMINE WHETHER HE OR SHE IS ELIGIBLE FOR BENEFITS AVAILABLE FROM INSURANCE, MEDICARE, MEDICAID, WORKERS' COMPENSATION, THIRD PARTY LIABILITY, AND OTHER FEDERAL, STATE, OR LOCAL PROGRAMS. IF IN THE COURSE OF EVALUATING THE PATIENTS FINANCIAL CIRCUMSTANCES IT IS DETERMINED BY TJUH THAT THE PATIENT MAY QUALIFY FOR FEDERAL, STATE, OR LOCAL PROGRAMS OR INSURANCE COVERAGE, FINANCIAL COUNSELING WILL BE PROVIDED TO ASSIST PATIENTS IN APPLYING FOR AVAILABLE COVERAGE. CHARITY CARE AND PARTIAL CHARITY CARE WILL BE DENIED TO PATIENTS OR GUARANTORS WHO DO NOT COOPERATE FULLY IN APPLYING FOR AVAILABLE COVERAGE. PATIENTS WITH HEALTHCARE REINSURANCE OR MEDICAL SAVINGS ACCOUNTS ARE INSURED FOR PURPOSES OF THIS POLICY, AND THE AMOUNT ON DEPOSIT WILL BE CONSIDERED AS AN AVAILABLE RESOURCE TOWARD PAYMENT FOR MEDICALLY NECESSARY SERVICES. ELIGIBILITY FOR PARTIAL CHARITY CARE SHALL BE DETERMINED BASED ON 200% -400% OF THE FEDERAL POVERTY LEVEL GUIDELINES AS PUBLISHED ANNUALLY IN THE FEDERAL REGISTER, AS WELL AS CONSIDERATION OF AVAILABLE ASSETS AND ANY EXTENUATING CIRCUMSTANCES. TJUH SHALL MAKE A DECISION ABOUT A PATIENT/GUARANTORS MEDICAL INDIGENCE BY REVIEWING RELEVANT DOCUMENTATION CONCERNING ANY CIRCUMSTANCE WHICH WOULD DEMONSTRATE THAT A PATIENT SHOULD BE CONSIDERED ELIGIBLE FOR A CHARITY CARE OR PARTIAL CHARITY CARE ON THE BASIS OF MEDICAL INDIGENCE. THE TJUH VICE PRESIDENT, REVENUE CYCLE AND SENIOR VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER SHALL MEET AS NEEDED TO EVALUATE INFORMATION RELATED TO PATIENT ACCOUNTS THAT DO NOT CLEARLY QUALIFY UNDER CHARITY CARE OR PARTIAL CHARITY CARE ELIGIBILITY CRITERIA TO DETERMINE WHETHER CHARITY CARE OR PARTIAL CHARITY CARE IS APPROPRIATE UNDER THE CIRCUMSTANCES. THE TYPES OF PATIENT ACCOUNTS TO BE REVIEWED SHALL INCLUDE, BUT NOT BE LIMITED TO MEDICALLY INDIGENT PATIENTS; PATIENTS WHO DO NOT RESIDE IN THE LOCAL SERVICE AREAS AND PATIENTS WHO HAVE SUBSTANTIAL NON-LIQUID ASSETS. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH ITS FINANCIAL ASSISTANCE POLICY ("FAP"), ROSH IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY HEALTHCARE SERVICES, TO PATIENTS WHO ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR GOVERNMENT ASSISTANCE OR ARE OTHERWISE UNABLE TO PAY FOR SERVICES BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THE ORGANIZATIONS FAP OUTLINES ITS FINANCIAL ASSISTANCE POLICIES, PRACTICES AND PROCEDURES. THIS POLICY INCLUDES ALL NECESSARY INFORMATION IN COMPLIANCE WITH INTERNAL REVENUE CODE ("IRC") SECTION 501(R), AS WELL AS APPLICABLE FEDERAL, STATE AND LOCAL LAW. ROSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY HEALTHCARE SERVICES AND OFFERS FINANCIAL ASSISTANCE TO PATIENTS RESIDING IN ITS PRIMARY SERVICE AREA, WHO MEET THE ELIGIBILITY CRITERIA DESCRIBED HEREIN. ROSH ALSO, IN LIMITED CIRCUMSTANCES PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS AS SET FORTH IN ITS FAP. PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF FPG ARE ELIGIBLE FOR 100% FINANCIAL ASSISTANCE COVERAGE. THE FPG ARE ISSUED ANNUALLY IN THE FEDERAL REGISTER BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. EACH PATIENT APPLYING FOR FINANCIAL ASSISTANCE MUST MAKE A GOOD FAITH EFFORT, AS DETERMINED BY THE HOSPITAL FACILITY, TO OBTAIN COVERAGE FROM AVAILABLE PUBLIC ASSISTANCE PROGRAMS SUCH AS: - MEDICARE - MEDICAID - VOCATIONAL REHABILITATION - VICTIMS OF CRIME - CHILDREN SPECIAL SERVICES - CHURCH PROGRAM A PATIENT WHO REFUSES TO APPLY OR FOLLOW THROUGH WITH APPLICATIONS FOR OTHER ASSISTANCE WILL NOT BE ELIGIBLE FOR FINANCIAL ASSISTANCE. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYSICIAN CARE SURGICAL HOSPITAL ("PCSH") PROVIDES FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE TO PATIENTS RESIDING IN ITS LOCAL SERVICE AREA WHO REQUIRE EMERGENCY AND MEDICALLY NECESSARY CARE AND WHO HAVE EXHAUSTED OR LIMITED INSURANCE BENEFITS; AND MEET HOUSEHOLD INCOME STANDARDS AS DEFINED IN ITS FINANCIAL ASSISTANCE POLICY ("FAP"). PCSH ALSO, IN LIMITED CIRCUMSTANCES, PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS. PCSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY MEDICAL CARE, AND EXTENDS CHARITY CARE TO ELIGIBLE PATIENTS RESIDING IN ITS LOCAL SERVICE AREAS WHO ARE UNABLE TO PAY FOR THEIR CARE. THE ORGANIZATIONS FAP SETS FORTH THE ELIGIBILITY PROCEDURES FOR CHARITY CARE IN COMPLIANCE WITH APPLICABLE FEDERAL, STATE, AND LOCAL LAW. THE ORGANIZATION OFFERS PATIENTS FINANCIAL ASSISTANCE FOR THOSE WHO ARE UNINSURED OR UNDERINSURED, WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOMES NOT IN EXCESS OF 200% OF THE FEDERAL POVERTY GUIDELINES. THESE INDIVIDUALS ARE ELIGIBLE FOR CHARITY CARE (100% FREE MEDICAL CARE). PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF THE MOST CURRENT POVERTY INCOME GUIDELINES ISSUED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES WILL QUALIFY FOR FULL CHARITY CARE AFTER VERIFICATION OF EMPLOYMENT. BECAUSE PCSH ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, PCSH DOES NOT CALCULATE AMOUNTS GENERALLY BILLED (AGB). IF SEEKING MEDICAL INDIGENCE, A PATIENT MUST COMPLETE A FINANCIAL AID APPLICATION AND PROVIDE INFORMATION ON INCOME AND ASSETS AS REQUESTED. IN THE CASE OF PATIENTS WHO ARE FACED WITH CATASTROPHICALLY LARGE MEDICAL BILLS, THE CEO MAY MAKE A DISCRETIONARY RECOMMENDATION THAT THE PATIENT IS MEDICALLY INDIGENT AND THUS IS ELIGIBLE FOR CHARITY CARE. THIS DETERMINATION WILL BE MADE ON A CASE-BY-CASE BASIS AND WILL REQUIRE VERIFICATION OF ALL MEDICAL EXPENSES.
SCHEDULE H, PART I, LINE 6A NOT APPLICABLE.
SCHEDULE H, PART I, LINE 7 SUBSIDIZED HEALTH SERVICES INCLUDED WITHIN SCHEDULE H, PART I, LINE 7 FOR THE ORGANIZATION INCLUDES EMERGENCY DEPARTMENT, FAMILY MEDICINE AND TRAUMA SERVICES. THESE HEALTHCARE SERVICES ARE PROVIDED TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY.
SCHEDULE H, PART II THE ORGANIZATIONS COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON IMPROVING THE COMMUNITYS HEALTH AND SAFETY BY ADDRESSING POVERTY, HOMELESSNESS, WORKFORCE DEVELOPMENT, COMMUNITY SUPPORT, COALITION BUILDING, AND THE HEALTH AND WELLBEING OF OLDER ADULTS. TJUH COLLABORATES WITH COMMUNITY ORGANIZATIONS TO ADVANCE NEIGHBORHOOD IMPROVEMENT AND REVITALIZATION PROJECTS, MENTORING AND PIPELINE PROGRAMS FOR YOUTH AND COMMUNITY MEMBERS, HEALTH LITERACY TRAINING, COALITION BUILDING, AND VARIOUS HEALTH IMPROVEMENT TASK FORCES. THE HOSPITAL PARTNERS WITH COALITIONS THAT ADDRESS DRUG AND ALCOHOL PREVENTION, REFUGEE AND IMMIGRANT HEALTH AND SOCIAL ISSUES, AGING IN PLACE, RETURNING CITIZENS, AND HEALTHY COMMUNITY ISSUES THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH INCLUDING NUTRITION, FOOD SECURITY, SMOKING CESSATION, PHYSICAL ACTIVITY, HOUSING AND SHARED DATA. TJUH WAS INVOLVED WITH PROVIDING HEALTH EDUCATION AND WORKFORCE DEVELOPMENT WITH LOCAL MIDDLE AND HIGH SCHOOLS. IN ADDITION, THE HOSPITAL DONATES FUNDS TO ORGANIZATIONS THAT ADVANCE THESE EFFORTS.
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 TJUH - FACILITY REPORTING GROUP A ================================= THE COLLECTION POLICY OF TJUH CONTAINS DETAILED GUIDELINES FOR PATIENTS ELIGIBLE FOR CHARITY CARE. THIS INCLUDES A PROCESS TO DETERMINE PATIENT ELIGIBILITY FOR CHARITY CARE PRIOR TO THE PROVISION OF CARE OR AS SOON AS POSSIBLE THEREAFTER. IF IT IS DETERMINED THAT A PATIENT QUALIFIES FOR PARTIAL CHARITY CARE, THE POLICY REQUIRES THAT THE PATIENT AND TJUH AGREE IN WRITING AS TO THE AMOUNT DUE AFTER APPLYING THE APPROPRIATE CHARITY CARE DISCOUNT, AND THAT TJUH NEGOTIATE AND AGREE UPON A REASONABLE PAYMENT SCHEDULE WITH THE PATIENT. TJUH ALSO EVALUATES THE ONGOING ABILITY OF THE PATIENT TO PAY THE AMOUNT DUE BEFORE ADDITIONAL COLLECTION ACTIONS ARE TAKEN. THE ORGANIZATION DOES NOT ENGAGE IN ANY ACTIONS THAT DISCOURAGE INDIVIDUALS FROM SEEKING EMERGENCY MEDICAL CARE. THE ORGANIZATION WILL NEVER DEMAND THAT AN EMERGENCY DEPARTMENT PATIENT PAY BEFORE RECEIVING TREATMENT FOR EMERGENCY MEDICAL CONDITIONS. ADDITIONALLY, DEBT COLLECTION ACTIVITIES ARE NOT PERMITTED IN THE EMERGENCY DEPARTMENT OR OTHER AREAS WHERE SUCH ACTIVITIES COULD INTERFERE WITH THE PROVISION OF EMERGENCY CARE ON A NONDISCRIMINATORY BASIS. ALL MEDICALLY NECESSARY HOSPITAL SERVICES ARE PROVIDED WITHOUT CONSIDERATION OF ABILITY TO PAY AND ARE NOT DELAYED PENDING APPLICATION OR APPROVAL OF MEDICAL ASSISTANCE OR FINANCIAL ASSISTANCE. THE ORGANIZATION DOES NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS AGAINST AN INDIVIDUAL TO OBTAIN PAYMENT FOR CARE BEFORE MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THE INDIVIDUAL QUALIFIES FOR FINANCIAL ASSISTANCE. IF A BILL IS OUTSTANDING 120 DAYS OR MORE, TJUH MAY SEND THE ACCOUNT TO A COLLECTIONS AGENCY TO BE COLLECTED ON. WHILE IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE WILL BE ACCEPTED AT ANY TIME. ONCE AN APPLICATION IS RECEIVED, COLLECTIONS WILL BE PLACED ON HOLD AND THE PROCEDURES REGARDING INCOMPLETE APPLICATIONS AND DENIALS AS SET FORTH ABOVE WILL APPLY. IF A BILL IS STILL OUTSTANDING AFTER 240 DAYS, TJUH MAY (1) COMMENCE A CIVIL ACTION AGAINST THE PATIENT; OR (2) PLACE A LIEN ON AN INDIVIDUALS PROPERTY. PRIOR TO EITHER OF THESE ACTIONS BEING INITIATED, TJUH WILL ENGAGE IN REASONABLE EFFORTS TO DETERMINE WHETHER THE INDIVIDUAL IS ELIGIBLE FOR ASSISTANCE UNDER THE FAP. TJUH WILL, 30 DAYS PRIOR TO THE COMMENCEMENT OF AN ECA: 1) PROVIDE A NOTICE TO THE PATIENT WHICH, INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO ARE ELIGIBLE AND IDENTIFIES THE ACTION TJUH INTENDS TO TAKE AND THE DATE TJUH WILL TAKE SUCH ACTION; 2) PROVIDE A COPY OF THE PLS AND THE FAP APPLICATION; AND 3) ATTEMPT TO CONTACT THE PATIENT AND ORALLY NOTIFY THEM OF THE OUTSTANDING DEBT AND THE EXISTENCE OF THE FINANCIAL ASSISTANCE POLICY. PRIOR TO COMMENCING A CIVIL ACTION OR PLACING A LIEN ON AN INDIVIDUALS PROPERTY, THE BUSINESS SERVICES DEPARTMENT WILL CERTIFY THAT REASONABLE EFFORTS HAVE BEEN MADE TO NOTIFY THE INDIVIDUAL OF THE FINANCIAL ASSISTANCE POLICY. ROSH - FACILITY REPORTING GROUP B ================================= ONCE A PATIENTS CLAIM IS PROCESSED BY THEIR INSURANCE, ROSH WILL SEND THE PATIENT A BILL INDICATING THE PATIENT RESPONSIBILITY. ADDITIONALLY, IF A PATIENT HAS NO THIRD-PARTY COVERAGE THEY WILL RECEIVE A BILL INDICATING THEIR PATIENT RESPONSIBILITY. THIS WILL BE THE PATIENT'S FIRST POST DISCHARGE BILLING STATEMENT. THE DATE ON THIS STATEMENT WILL BEGIN THE APPLICATION AND NOTIFICATION PERIODS. PATIENT STATEMENTS WILL BE GENERATED DAILY FOLLOWING PAYMENT POSTING OR WEEKLY AT A MINIMUM. PREFERENCES HAVE BEEN PRE-DETERMINED IN THE PATIENT ACCOUNTING SYSTEM TO ENSURE THAT PATIENT STATEMENTS ARE GENERATED ON A CYCLE BASIS AND THAT PATIENT RESPONSIBLE ACCOUNTS WILL HAVE A STATEMENT GENERATED MONTHLY. AFTER THE PATIENT RECEIVES THEIR FIRST POST DISCHARGE BILLING STATEMENT, ROSH WILL SEND OUT 2 ADDITIONAL STATEMENTS (IN 30-DAY INTERVALS). THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL FOLLOW UP ON RETURNED STATEMENTS FOR INCORRECT OR INVALID ADDRESS BY CONTACTING THE PATIENT OR GUARANTOR ON THE ACCOUNT. THE BUSINESS OFFICE MANAGER/STAFF WILL MAKE FOLLOW-UP PHONE CALLS ON EVERY ACCOUNT WITH OUTSTANDING BALANCES. INSURANCE DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 30 DAYS FOLLOWING THE DATE OF SERVICE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 DAYS UNTIL THE BALANCE IS PAID. INSURANCE DUE BALANCES OVER 90 DAYS OLD FOR WHICH THE FACILITY HAS NOT RECEIVED VALID REASONS FROM THE PAYER AS TO WHY THE CHARGES HAVE NOT BEEN PAID MAY BE TRANSFERRED TO PATIENT DUE STATUS AND BILLED TO THE PATIENT AT THE DISCRETION OF THE ADMINISTRATOR OR BUSINESS OFFICE MANAGER. PATIENT DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 21 DAYS FOLLOWING THE DATE OF SERVICE FOR SELF-PAY ACCOUNTS AND FOLLOWING THE DATE THE AMOUNT WAS TRANSFERRED TO THE PATIENT'S OBLIGATION IF THE AMOUNT WAS INITIALLY BILLED TO A PRIMARY INSURANCE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 - 21 DAYS UNTIL THE BALANCE IS PAID OR UNTIL ADEQUATE PAYMENT ARRANGEMENTS ARE MADE. IF PAYMENT HAS NOT BEEN RECEIVED AFTER 90 DAYS (FROM THE DATE OF THE PATIENTS FIRST POST-DISCHARGE BILLING STATEMENT) ROSH WILL SEND OUT A LETTER INFORMING THE PATIENT IN WRITING THAT THE ACCOUNT WILL BE SENT TO COLLECTIONS, IF PAYMENT IS NOT RECEIVED WITHIN 30 DAYS OF THE DATE OF THE LETTER. THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL ENSURE THAT PATIENT RESPONSIBLE ACCOUNTS HAVE A MINIMUM OF THREE (3) STATEMENTS GENERATED TO THE PATIENT PRIOR TO THE ACCOUNT BEING WRITTEN OFF OR CONSIDERED FOR COLLECTION AGENCY PLACEMENT. ADDITIONALLY, THE LETTER WILL INCLUDE ANY ECAS THAT MAY TAKE PLACE AFTER THE PATIENT ACCOUNT HAS BEEN PLACED IN COLLECTIONS. THE WRITTEN NOTICE WILL ALSO INCLUDE A COPY OF THE PLS. ALL OUTSTANDING ACCOUNTS (INSURANCE BALANCES AND PATIENT BALANCES) AGED 120 DAYS WITHOUT APPROPRIATE PAYMENT ARRANGEMENTS OR MAY BE OUTSOURCED TO AN OUTSIDE AGENCY OR CONSIDERED FOR WRITE OFF TO BAD DEBT AND SENT TO A COLLECTION AGENCY IN ACCORDANCE WITH THE BAD DEBT WRITE-OFF POLICY. IN ACCORDANCE WITH IRC 501(R)(6), ROSH DOES NOT ENGAGE IN ANY ECAS PRIOR TO THE EXPIRATION OF THE NOTIFICATION PERIOD. SUBSEQUENT TO THE NOTIFICATION PERIOD ROSH, OR ANY THIRD PARTIES ACTING ON ITS BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF A FAP-ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. ROSH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. ROSH, AND THIRD PARTIES ACTING ON ITS BEHALF, DO NOT ENGAGE IN ANY OTHER ECAS DEFINED WITHIN IRC 501(R)(6). ROSH WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER OR NOT AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS FAP AND WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: 1) THE PATIENT WILL BE PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECA(S) THAT ROSH INTENDS TO INITIATE TO OBTAIN PAYMENT; - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. 2) THE PATIENT HAS RECEIVED A COPY OF THE PLS WITH THIS WRITTEN NOTIFICATION; AND 3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. ROSH, AND THIRD-PARTY VENDORS ACTING ON THEIR BEHALF, WILL ACCEPT AND PROCESS ALL APPLICATIONS FOR FINANCIAL ASSISTANCE AVAILABLE UNDER THIS POLICY SUBMITTED DURING THE APPLICATION PERIOD. ROSH WILL NOT PURSUE ANY COLLECTION ACTIONS AGAINST ANYONE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY, AND WILL NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY INDIVIDUAL WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. THE VICE PRESIDENT OF FINANCE WILL DETERMINE IF REASONABLE EFFORTS HAVE BEEN MADE. PHYCARE - FACILITY REPORTING GROUP C ==================================== IF A BILL IS OUTSTANDING 120 DAYS OR MORE, PCSH MAY SEND THE ACCOUNT TO A COLLECTION AGENCY TO BE COLLECTED. WHILE IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE WILL BE ACCEPTED AT ANY TIME. ONCE AN APPLICATION IS RECEIVED, COLLECTIONS WILL BE PLACED ON HOLD AND THE PROCEDURES REGARDING INCOMPLETE APPLICATIONS AND DENIALS. PCSH WILL NOT PURSUE ANY COLLECTION ACTIONS AGAINST ANYONE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY AND WILL NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY INDIVIDUAL WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. THE VICE PRESIDENT OF FINANCE WILL DETERMINE IF REASONABLE EFFORTS HAVE BEEN MADE.
SCHEDULE H, PART VI; QUESTION 2 JEFFERSON HEALTH ENTERPRISE =========================== IN AN EFFORT TO BETTER ASSESS THE HEALTHCARE NEEDS OF THE COMMUNITIES IT SERVES, THE JEFFERSON HEALTH ENTERPRISE PARTICIPATES IN THE COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH ("COACH") PROJECT. THIS PROJECT IS COORDINATED BY THE HEALTHCARE IMPROVEMENT FOUNDATION, IN PARTNERSHIP WITH THE HOSPITAL AND HEALTH SYSTEM OF PENNSYLVANIA AND THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (REGION 3). COACH SEEKS TO DEMONSTRATE THE POTENTIAL FOR SIGNIFICANT POPULATION HEALTH IMPACT THROUGH COORDINATED, COLLECTIVE ACTION TO ESTABLISH EFFECTIVE SYSTEMS FOR ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH. IN ITS FIRST 18 MONTHS, COACH PARTICIPANTS WORKED TOWARD CONSENSUS ON A SHARED STRATEGY FOR COLLECTIVE ADOPTION TO ADDRESS A SPECIFIC NEED, IDENTIFIED FOOD INSECURITY AS A KEY NEED, AND IMPLEMENTED A HEALTHY FOOD ACCESS PILOT PROGRAM. THE NEXT 18 MONTHS WILL BE FOCUSED ON IMPLEMENTATION OF THIS SHARED STRATEGY BY PARTICIPATING HOSPITALS AND HEALTH SYSTEMS, SUPPORTED BY DIVERSE COMMUNITY STAKEHOLDERS. ANOTHER EXAMPLE OF COLLABORATION IS THE HEALTH CARE IMPROVEMENT FOUNDATIONS FACILITATION OF A MONTGOMERY COUNTY HOSPITAL PARTNERSHIP. THE PARTNERSHIP'S ROLE IS SIMILAR TO COACH WITH AN EXCLUSIVE FOCUS ON MONTGOMERY COUNTY, AND INVOLVEMENT OF ALL HOSPITALS, WHETHER PROFIT OR NON-PROFIT, AS WELL AS OTHER HEALTH CARE PROVIDERS. THE PARTICIPANTS INITIAL FOCUS IS RELATED TO BEHAVIORAL HEALTH. THEY PRIORITIZED DATA COLLECTION AND ANALYSIS OF THE INCIDENCE AND NATURE OF VISITS TO MONTGOMERY COUNTY EDS BY PATIENTS WITH BEHAVIORAL HEALTH DIAGNOSES WITH THE GOAL OF MORE EFFECTIVELY RESPONDING TO THE BEHAVIORAL HEALTH NEEDS OF THESE PATIENTS. AS PART OF EFFORTS TO BUILD AN INFRASTRUCTURE FOR A COMPREHENSIVE REFERRAL SYSTEM, THE PLAN IS TO DEVELOP AND WIDELY DISSEMINATE AN ASSET MAP OF BEHAVIORAL HEALTH RESOURCES IN MONTGOMERY COUNTY. FOUR PRINCIPLES ARE GUIDING THE DEVELOPMENT OF A STRATEGY FOR LEVERAGING COMMUNITY BENEFIT PROGRAMS TO INCREASE THEIR INFLUENCE: DEFINING MUTUALLY AGREED-ON REGIONAL GEOGRAPHIC BOUNDARIES TO ALIGN BOTH COMMUNITY BENEFIT AND ACCOUNTABLE HEALTH COMMUNITY INITIATIVES, ENSURING THAT COMMUNITY BENEFIT ACTIVITIES USE EVIDENCE TO PRIORITIZE INTERVENTIONS, INCREASING THE SCALE AND EFFECTIVENESS OF COMMUNITY BENEFIT INVESTMENTS BY POOLING SOME RESOURCES, AND ESTABLISHING SHARED MEASUREMENT AND ACCOUNTABILITY FOR REGIONAL POPULATION HEALTH IMPROVEMENT. TJUH - FACILITY REPORTING GROUP A ================================= IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS OUTLINED IN SCHEDULE H, SECTION B, QUESTIONS 1-12 AND SECTION C, TJUH CONDUCTS A REVIEW OF KEY FACTOR INFORMATION WHICH INCLUDES THE REVIEW OF VARIOUS LITERATURE AND DATA SOURCES IN AN EFFORT TO BETTER ASSESS THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. IN PREPARATION FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT MORE THAN 30 SECONDARY DATA SOURCES WERE REVIEWED INCLUDING: - 100,000 HOMES CAMPAIGN DATA ON HOMELESSNESS IN PHILADELPHIA - 2014 PENNSYLVANIA HEALTH EQUITY CONFERENCE RESOURCES - 2015 THE NIELSEN COMPANY, 2015 TRUVEN HEALTH ANALYTICS INC. - AMERICAN DIABETES ASSOCIATION - BEHAVIOR RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) - CENTERS FOR DISEASE CONTROL AND PREVENTION - CHILD OPPORTUNITY INDEX - CITY OF PHILADELPHIA DATA: (ECONOMIC DATA, SCHOOL DATA, TRANSPORTATION, VACANT PROPERTIES, CITY ZONING/FOOD WORK INITIATIVES, HOMELESSNESS) - COMMUNITY COMMONS - COMMUNITY NEEDS INDEX - COUNTY HEALTH RANKINGS AND ROADMAPS 2015 - DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH - CENTER FOR HUNGER FREE COMMUNITIES - ENROLL AMERICA - FEEDING AMERICA MAP THE MEAL GAP - FRAC: FOOD HARDSHIP IN AMERICA 2012 - HEALTHY PEOPLE 2020 - KAISER FAMILY STATE HEALTH FACTS - MATERNITY CARE COALITION EARLY HEAD START COMMUNITY ASSESSMENT - OVERLOOKED AND UNDERCOUNTED THE SELF-SUFFICIENCY STANDARD - PENNSYLVANIA DEPARTMENT OF HEALTH - PEW CHARITABLE TRUSTS: PHILADELPHIA 2015 - STATE OF THE CITY - PHILADELPHIA CORPORATION ON AGING - PHILADELPHIA HEALTH DEPARTMENT - PUBLIC HEALTH MANAGEMENT CORPORATION - HOUSEHOLD HEALTH SURVEY - REPORTS FROM A VARIETY OF COMMUNITY COALITIONS FOCUSED ON SPECIFIC NEIGHBORHOODS OR HEALTH ISSUES SUCH AS PROMISE NEIGHBORHOODS, PHILLY RISING INITIATIVES, SHARSWOOD BLUMBERG, CITY DISTRICT PLANNING REPORTS TO REDUCE CRIME/VIOLENCE, AND COALITIONS TO IMPROVE ACCESS TO BEHAVIORAL HEALTH SERVICES - RESTAURANT OPPORTUNITIES CENTERS UNITED - SEAMAAC ASIAN HEALTH SURVEY - THE ANNIE E CASEY FOUNDATION - KIDS COUNT - TJUH AND METHODIST 2015 UTILIZATION DATA - U.S. CENSUS BUREAU - VARIOUS ARTICLES FROM ACADEMIC JOURNALS - VARIOUS ARTICLES FROM THE POPULAR PRESS - WALKABLE ACCESS TO HEALTHY FOOD IN PHILADELPHIA, 2010-2012 - YOUTH RISK BEHAVIOR SURVEILLANCE SYSTEM (YRBSS) ROSH - FACILITY REPORTING GROUP B ================================= IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS OUTLINED IN SCHEDULE H, SECTION B, QUESTIONS 1-12 AND SECTION C, ROSH CONDUCTS A REVIEW OF KEY FACTOR INFORMATION WHICH INCLUDES THE REVIEW OF VARIOUS LITERATURE AND DATA SOURCES IN AN EFFORT TO BETTER ASSESS THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. IN PREPARATION FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT MORE THAN 20 SECONDARY DATA SOURCES WERE REVIEWED INCLUDING: - 2017 THE CLARITAS COMPANY - 2018 TRUVEN HEALTH ANALYTICS LLC - AMERICAN COMMUNITY SURVEY - BEHAVIOR RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) - 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 - MONTGOMERY COUNTY COMPREHENSIVE PLAN: MONTCO 2040: A SHARED VISION - MONTGOMERY COUNTY HEALTH DEPARTMENT - MONTGOMERY OFFICE OF AGING AND ADULT SERVICES - PENNSYLVANIA DEPARTMENT OF HEALTH - PHILADELPHIA CITY PLANNING COMMISSION - PHILADELPHIA CORPORATION FOR AGING - PUBLIC HEALTH MANAGEMENT CORPORATION - HOUSEHOLD HEALTH SURVEY - US CENSUS BUREAU - VARIOUS ARTICLES FROM ACADEMIC JOURNALS - VARIOUS ARTICLES FROM THE POPULAR PRESS
SCHEDULE H, PART VI; QUESTION 3 TJUH - FACILITY REPORTING GROUP A ================================== PATIENTS WHO QUALIFY FOR CHARITY CARE OR PARTIAL CHARITY CARE SHALL BE IDENTIFIED AS SOON AS POSSIBLE, EITHER BEFORE OR AFTER CARE IS PROVIDED. PATIENTS IDENTIFIED THROUGH THE REGISTRATION PROCESS, WHO APPEAR TO BE UNINSURED OR UNDERINSURED, AND, THOSE WHO INDICATE THEIR INABILITY TO PAY FOR MEDICALLY NECESSARY SERVICES ARE PROVIDED A PACKET OF INFORMATION THAT DESCRIBES THIS CHARITY CARE POLICY AND RELEVANT PROCEDURES, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE AND/OR, FINANCIAL COUNSELING, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) TJUH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: 1) IN ORDER TO ALLOW TJUH TO PROPERLY DETERMINE CHARITY CARE OR PARTIAL CHARITY CARE ELIGIBILITY, DOCUMENTS PROVIDED TO PATIENTS BY TJUH SHALL BE TRANSLATED INTO NUMEROUS LANGUAGES, AND TRANSLATION ASSISTANCE TO COMPLETE NECESSARY FORMS IS AVAILABLE FOR THOSE PATIENTS WHO ARE NOT PROFICIENT IN READING, WRITING, OR SPEAKING ENGLISH. 2) THE FINANCIAL ASSISTANCE POLICY, A PLAN LANGUAGE SUMMARY ("PLS") OF THE POLICY AND AN APPLICATION CAN BE FOUND ON THE ORGANIZATIONS WEBSITE AT HTTP://HOSPITALS.JEFFERSON.EDU/PATIENTS-AND-VISITORS/PATIENTPOLICIES/FINAN CIAL-ASSISTANCE/ 3) PAPER COPIES OF THE FAP, APPLICATION FORM, AND PLS AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BY MAIL AND IN PUBLIC LOCATIONS OF THE FACILITY. 4) PAPER COPIES OF THE PLS WILL BE DISTRIBUTED AS PART OF THE INTAKE OR DISCHARGE PROCESS WITH RESPECT TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. ADDITIONALLY, SIGNS OR DISPLAYS ARE CONSPICUOUSLY POSTED IN PUBLIC MEDICAL CENTER LOCATIONS INCLUDING ADMISSIONS/REGISTRATION AREAS AND THE EMERGENCY DEPARTMENT, THAT NOTIFY AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)ROSH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE REGISTRATION DESKS AND WITHIN THE BILLING OFFICE LOCATED AT 3300 TILLMAN DRIVE BENSALEM, PA 19020. ALL PATIENTS OF ROSH WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE PROCESS. SIGNS OR DISPLAYS INFORMING PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE CONSPICUOUSLY POSTED IN PUBLIC LOCATIONS INCLUDING PATIENT REGISTRATION CHECK-IN AREAS. ROSH WILL MAKE REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ROSHS FAP, APPLICATION AND PLS ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE COMMUNITY SERVED WITHIN THE ORGANIZATIONS PRIMARY SERVICE AREA. ADDITIONALLY, BILLING STATEMENTS WILL INCLUDE INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, AS WELL AS CONTACT INFORMATION FOR INDIVIDUALS WHO BELIEVE THEY MAY QUALIFY. PHYCARE - FACILITY REPORTING GROUP C ==================================== IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)PHYCARE INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE HOSPITAL FACILITY. THIS POLICY SHALL BE PUBLICIZED THROUGH SIGNAGE AT THE HOSPITAL. ADDITIONALLY, PATIENTS SHALL RECEIVE (1) A PLAIN LANGUAGE SUMMARY THAT DESCRIBES THE FINANCIAL ASSISTANCE POLICY AND RELEVANT PROCEDURES, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE AND (2) ASSISTANCE WITH UNDERSTANDING THE FINANCIAL ASSISTANCE POLICY AND COMPLETION OF THE RELATED FORMS.
SCHEDULE H, PART VI; QUESTION 4 TJUH - FACILITY REPORTING GROUP A ================================= ACCORDING TO THE OFFICIAL 2010 CENSUS, PHILADELPHIA IS THE FIFTH LARGEST CITY IN THE COUNTRY WITH 1.56 MILLION PEOPLE. AFTER DECLINING FOR MORE THAN HALF A CENTURY, PHILADELPHIA'S POPULATION IS GROWING, ADDING ALMOST 72,000 RESIDENTS IN 8 YEARS. THE CITY'S RESIDENTS ARE A DIVERSE POPULATION: 37% NON-HISPANIC WHITE, 42% NON-HISPANIC AFRICAN AMERICAN, 13% HISPANIC OR LATINO, AND ALMOST 7% NON-HISPANIC ASIAN. JEFFERSON HAS GEOGRAPHICALLY DEFINED ITS COMMUNITY BENEFIT AREA ("CB") IN THE FOLLOWING WAY: - LOWER NORTH PHILADELPHIA - TRANSITIONAL AREAS - CENTER CITY - SOUTH PHILADELPHIA THE MAJORITY OF TJUH CB AREA IS ENCOMPASSED WITHIN THREE PLANNING DISTRICTS, LOWER NORTH, CENTRAL AND SOUTH. AS PART OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, ONE OF THE INITIAL UNDERTAKINGS WAS TO CREATE A SECONDARY DATA PROFILE. THE SECONDARY DATA IS COMPRISED OF DATA OBTAINED FROM EXISTING RESOURCES AND INCLUDES DEMOGRAPHIC AND HOUSEHOLD STATISTICS, EDUCATION AND INCOME MEASURES, MORBIDITY AND MORTALITY RATES, AND HEALTH INDICATORS, AMONG OTHER DATA POINTS. THE DATA WAS GATHERED AND INTEGRATED INTO A GRAPHICAL REPORT TO PORTRAY THE CURRENT HEALTH AND SOCIO-ECONOMIC STATUS OF RESIDENTS IN ITS PRIMARY SERVICE AREAS. PHILADELPHIA AND TJUH'S CB AREA DEMOGRAPHICS -------------------------------------------- ALMOST 420,000 PEOPLE LIVE IN TJUHS CB AREA. THIS REPRESENTS 27% OF ALL RESIDENTS OF PHILADELPHIA. WHILE PHILADELPHIA ONLY ANTICIPATES A 2.0 % INCREASE IN POPULATION BETWEEN 2015 AND 2020, TJUH CB AREAS ARE GAINING POPULATION FASTER: TRANSITIONAL NEIGHBORHOODS IS EXPECTED TO GROW BY 5.4%, CENTER CITY BY 5.2% AND SOUTH PHILADELPHIA BY 2.8%. SIMILAR TO PHILADELPHIA, TJUHS CB AREA IS 52% FEMALE AND 48% MALE AND VARIES LITTLE ACROSS CB AREAS. LOWER NORTH PHILADELPHIA HAS MORE YOUTH AGES 0-17 THAN THE REST OF PHILADELPHIA AND TJUHS CB AREA. CENTER CITY HAS A HIGHER PERCENTAGE OF ADULTS AGED 18-44 THAN PHILADELPHIA AND IS MORE LIKELY THAN OTHER TJUH CB AREAS TO HAVE ADULTS OVER AGE 65+. COMPARED TO PHILADELPHIA, TJUHS CB AREA IS SLIGHTLY MORE LIKELY TO BE NON-HISPANIC WHITE OR NON-HISPANIC ASIAN, AND LESS LIKELY TO BE NON-HISPANIC AFRICAN AMERICAN. NON-HISPANIC WHITES ARE MORE LIKELY TO LIVE IN CENTER CITY, SOUTH PHILADELPHIA, AND TRANSITIONAL NEIGHBORHOODS; NON-HISPANIC BLACKS ARE MORE LIKELY TO LIVE IN LOWER NORTH PHILADELPHIA WEST OF BROAD STREET AND IN SOUTH PHILADELPHIA WEST OF BROAD STREET. MORE THAN 198,000 RESIDENTS IN PHILADELPHIA IDENTIFY THEMSELVES AS HISPANIC. THE MAJORITY OF HISPANICS IN THE PHILADELPHIA AREA ARE FROM PUERTO RICO (72%) AND LIVE PREDOMINANTLY IN EASTERN NORTH PHILADELPHIA; 17% ARE MEXICAN WITH THE REMAINING HISPANIC POPULATION FROM LATIN AMERICA, THE CARIBBEAN, CENTRAL AMERICA, AND SOUTH AMERICA. IN TJUHS CB AREA 50,367 (12%) OF THE POPULATION IS HISPANIC. THIS REPRESENTS ABOUT 25% OF ALL HISPANICS IN PHILADELPHIA. THE MAJORITY OF THESE RESIDENTS LIVE IN NORTH PHILADELPHIA (24,664) AND SOUTH PHILADELPHIA (15,711) EAST OF BROAD STREET. SOUTHEAST PHILADELPHIA IS HOME TO A GROWING IMMIGRANT POPULATION FROM MEXICO. ALTHOUGH THEY SHARE A COMMON LANGUAGE, EACH HISPANIC COMMUNITY IS CULTURALLY UNIQUE, AND INTERNALLY DIVERSE BY GENDER, GENERATION, CLASS, AND RACE. THE NON-HISPANIC ASIAN COMMUNITY IN PHILADELPHIA REPRESENTS 7.0% OF THE TOTAL POPULATION. SLIGHTLY MORE THAN ONE-THIRD OF THESE RESIDENTS (37,776) LIVE IN TJUHS CB AREA. THE MAJORITY OF ASIAN RESIDENTS IN TJUH'S CB AREA LIVE IN SOUTH PHILADELPHIA (24,440) AND CENTER CITY (8,373). THE ASIAN COMMUNITY IN CENTER CITY IS PREDOMINANTLY OF CHINESE DESCENT, WHILE SOUTH PHILADELPHIA RESIDENTS INCLUDE IMMIGRANTS FROM VIETNAM AND REFUGEES FROM CAMBODIA (THE LARGEST POPULATION OF ASIAN RESIDENTS AS WELL AS NEWLY RESETTLED REFUGEES FROM BURMA, NEPAL, AND BHUTAN). PHILADELPHIA ALSO HAS THE SECOND LARGEST IRISH, ITALIAN, AND JAMAICAN AMERICAN POPULATIONS IN THE ENTIRE UNITED STATES. EDUCATION --------- ALMOST 43,000 CHILDREN IN PHILADELPHIA RECEIVE SUBSIDIZED CHILD CARE AND 1,147 CHILDREN ARE WAITING TO RECEIVE SUBSIDIZED CHILD CARE. ONLY 16.4% OF CHILDREN ENROLLED IN CHILDCARE ARE IN KEYSTONE STARS 3 OR 4 PROGRAMS. SINCE 2013, THE CAPACITY TO ENROLL IN STAR 3 OR 4 PROGRAMS (HIGHER QUALITY PROGRAMS) HAS INCREASED BY 4,500 SLOTS ALLOWING 19,131 CHILDREN ACCESS TO HIGH QUALITY LEARNING EXPERIENCES. AMONG THE NEIGHBORHOODS IN JEFFERSONS COMMUNITY BENEFIT AREA, CHILDREN IN LOWER NORTH PHILADELPHIA SPEND THE MOST TIME IN EARLY EDUCATION. CHILDREN IN SOUTH PHILADELPHIA AND TRANSITIONAL NEIGHBORHOODS SPEND THE LEAST AMOUNT OF TIME IN EARLY CHILDHOOD EDUCATION AND COMPARE UNFAVORABLY TO THE CITY RATE. PHILADELPHIA SCHOOL ENROLLMENT PATTERNS HAVE SHIFTED OVER THE PAST DECADE WITH FEWER CHILDREN ATTENDING PUBLIC AND PAROCHIAL SCHOOLS, WHILE ENROLLMENT IN TAX-PAYER FUNDED CHARTER SCHOOLS HAS NEARLY DOUBLED. IMPROVING ON-TIME HIGH SCHOOL GRADUATION RATES HAS BEEN A MAJOR FOCUS OF THE CITY. WHILE ON-TIME GRADUATION HAS STEADILY IMPROVED SINCE 2005 (52% COMPARED TO 68% IN 2015), PHILADELPHIA STUDENTS REMAIN WELL BELOW THE STATE ON-TIME HIGH SCHOOL GRADUATION RATE OF 85%. THE LEVEL OF EDUCATION AMONG RESIDENTS IN TJUHS CB AREA VARIES GREATLY. RESIDENTS LIVING IN TRANSITIONAL NEIGHBORHOODS AND CENTER CITY ARE MORE LIKELY TO HAVE COLLEGE DEGREES OR HIGHER (46% AND 73% RESPECTIVELY) COMPARED TO PHILADELPHIA (25%), WHILE RESIDENTS IN LOWER NORTH PHILADELPHIA NEIGHBORHOODS ARE MORE LIKELY NOT TO HAVE GRADUATED FROM HIGH SCHOOL (28%) COMPARED TO PHILADELPHIA (19%). OVERALL, 19% OF ADULTS OVER AGE 25 LIVING IN TJUHS CB AREA REPORT THEY DID NOT GRADUATE FROM HIGH SCHOOL COMPARED TO 14% NATIONWIDE. INCOME ------ MEDIAN HOUSEHOLD INCOME IN PHILADELPHIA IN 2013 WAS $36,836 COMPARED TO $52,250 IN THE UNITED STATES. 26 OF THE 32 LARGEST CITIES IN THE U.S., PHILADELPHIA HAD THE THIRD LOWEST MEDIAN HOUSEHOLD INCOME AS REPORTED IN 2013. TJUHS COMMUNITY BENEFIT AREA INCLUDES SOME OF THE HIGHEST AND LOWEST MEDIAN INCOMES AMONG PHILADELPHIA'S 46 ZIP CODES. FIVE ZIP CODES WITHIN JEFFERSONS COMMUNITY BENEFIT AREA HAVE MEDIAN INCOMES AMONG THE 10 HIGHEST IN THE CITY AND 4 ZIP CODES HAVE MEDIAN INCOMES AMONG THE 10 LOWEST IN THE CITY. THESE NUMBERS REFLECT PHILADELPHIAS PERSISTENTLY HIGH UNEMPLOYMENT RATES PLUS THE RELATIVELY LOW NUMBER OF HIGH PAYING JOBS. MEDIAN HOUSEHOLD INCOME BY ALL ZIP CODES IN LOWER NORTH PHILADELPHIA HAVE MEDIAN INCOMES BELOW THE MEDIAN INCOME FOR PHILADELPHIA. POVERTY ------- AMONG TJUH'S CB NEIGHBORHOODS, LOWER NORTH PHILADELPHIA RESIDENTS ARE ALMOST TWICE AS LIKELY TO LIVE BELOW 100% POVERTY AS OTHERS IN PHILADELPHIA (41.4% VS 23.6%) AND FOUR TIMES MORE LIKELY THAN THOSE LIVING IN CENTER CITY. IN ADDITION, PEOPLE LIVING IN TJUH'S CB AREA ARE MORE LIKELY THAN OTHER PHILADELPHIANS TO LIVE BELOW 50% OF THE FEDERAL POVERTY LEVEL (9.3% VS. 7.6%) AND LOWER NORTH RESIDENTS ARE TWICE AS LIKELY TO LIVE BELOW 50% OF THE FEDERAL POVERTY LEVEL COMPARED TO ALL PHILADELPHIANS. HOWEVER, DATA FROM THE PUBLIC HEALTH MANAGEMENT CORPORATION'S 2015 HOUSEHOLD HEALTH SURVEY APPEARS TO INDICATE THAT DEEP POVERTY IN PHILADELPHIA MAY BE DECREASING (12.3% IN 2012 TO 7.6% IN 2015). THIS ALSO APPEARS TO HOLD FOR THE PERCENTAGE OF RESIDENTS LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL IN PHILADELPHIA (26.3% IN 2012 TO 23.6% IN 2015). WITHIN TJUH'S CB AREA POVERTY (LESS THAN 100% FPL) VARIES ACROSS ZIP CODES. IN LOWER NORTH PHILADELPHIA POVERTY RANGES FROM 33% IN 19133 TO 38% IN 19122, 44% IN 19121 AND 53% IN 19133. IN THE TRANSITIONAL NEIGHBORHOODS ZIP CODE 19125 HAS THE HIGHEST RATE OF POVERTY (23%). IN SOUTH PHILADELPHIA THE PERCENTAGE OF PEOPLE LIVING IN POVERTY RANGES FROM 9% IN 19147 TO 19% IN 19145 AND 19148, AND 23% IN 19146. THE POVERTY RATES IN THE REMAINING ZIP CODES ARE BELOW 13% OF THE POPULATION. UNEMPLOYMENT ------------ IN PHILADELPHIA, UNEMPLOYMENT FELL IN 2014 TO AN ANNUALIZED RATE OF 7.8%, THE LOWEST SINCE BEFORE THE GREAT RECESSION, AND WAS TRENDING EVEN LOWER BY THE END OF THE YEAR. IT REMAINED SUBSTANTIALLY HIGHER THAN THE NATIONAL RATE OF 6.2%. THE NUMBERS OF JOBS GREW BY 8,800, THE BIGGEST 12 MONTH GAIN IN 15 YEARS. EVEN SO, THE RATE OF INCREASE LAGGED BEHIND NATIONAL JOB GROWTH. THE EDUCATION AND MEDICAL SECTORS REMAINED THE BULWARK OF THE CITYS ECONOMY, ACCOUNTING FOR MORE THAN 30% OF ALL JOBS. OF THE CITYS 15 LARGEST EMPLOYERS, 12 ARE IN "EDS AND MEDS." PHILADELPHIAS UNEMPLOYMENT RATE REMAINS THE HIGHEST IN COMPARISON TO ALL OTHER LOCAL WORKFORCE INVESTMENT AREAS IN PENNSYLVANIA. LESS THAN HALF OF WORKING-AGE ADULTS IN THE CITY ARE CURRENTLY EMPLOYED, AND 40% OF THOSE WHO DO HAVE JOBS EARN POVERTY WAGES. PHILADELPHIA RANKS IN THE BOTTOM 10% OF U.S. CITIES IN TERMS OF BOTH POST-SECONDARY EDUCATIONAL ATTAINMENT AND LABOR FORCE PARTICIPATION. THESE HIGH LEVELS OF UNEMPLOYMENT AND POVERTY LEAD TO LACK OF HEALTH INSURANCE, OVERUSE OF THE EMERGENCY DEPARTMENT FOR PRIMARY CARE, AND DELAYED CARE AS WELL AS POORER HEALTH OUTCOMES.
SCHEDULE H, PART VI; QUESTION 5 THE ORGANIZATION DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. TJUH'S COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON PROVIDING OPPORTUNITIES FOR YOUTH TO EXPLORE CAREERS IN HEALTHCARE THROUGH HEALTH AWARENESS EDUCATION, MENTORING, AND INTERNSHIPS. ADDITIONALLY, JEFFERSON STAFF PLAY LEADERSHIP ROLES IN THE COMMUNITY BUILDING ORGANIZATIONS SUCH AS THOSE DEVOTED TO ASSISTING OLDER ADULTS AND CREATING CAREER OPPORTUNITIES FOR YOUTH. THE HOSPITAL ALSO DONATES FUNDS TO MANY ORGANIZATIONS THAT PROVIDE SOCIAL AND COMMUNITY ENHANCEMENT SERVICES IN OUR TARGET COMMUNITIES. CENTER FOR URBAN HEALTH ----------------------- IN 1998 JEFFERSON OPENED THE CENTER FOR URBAN HEALTH, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE, AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: - ACCESS AND ADVOCACY; - RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; - COMMUNITY PARTNERSHIPS AND OUTREACH; - HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; - EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND - SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE. KEY INITIATIVES OF THE ARCHES PROJECT THAT ADDRESS SYSTEM CHANGES INCLUDE: - CARE FOR MORE THAN 35,000 HOMELESS MEN, WOMEN AND CHILDREN OVER THE PAST 14 YEARS - BREAST HEALTH EDUCATION FOR SHELTERED WOMEN - DIABETES SELF-MANAGEMENT EDUCATION HELD IN COMMUNITIES REACHING 1,500 ADULTS - COMMUNITY COLLABORATION ADDRESSING POLICY AND SYSTEMS CHANGE RELATED TO OBESITY AND ACCESS TO FRESH FRUITS AND VEGETABLES AND SAFE PLACES TO BE ACTIVE - A MEDICAL-LEGAL PARTNERSHIP, ADDRESSING SOCIAL DETERMINANTS OF HEALTH SUCH AS HOUSING AND INSURANCE ACCESS - OBESITY AND DIABETES PREVENTION IN A WORKFORCE DEVELOPMENT PROGRAM - A REFUGEE HEALTH CENTER SERVING OVER 700 REFUGEES FROM COUNTRIES SUCH AS IRAQ, BHUTAN AND ERITREA - HYPERTENSION, STROKE AND PROSTATE CANCER EDUCATION REACHING 9,000 AFRICAN AMERICAN MEN - CARDIOVASCULAR HEALTH LITERACY TRAINING FOR STAFF AT 15 REGIONAL HOSPITALS COMMUNITY OUTREACH AT METHODIST HOSPITAL ---------------------------------------- METHODIST HOSPITAL HAS BEEN SERVING THE HEALTHCARE NEEDS OF THE SOUTH PHILADELPHIA COMMUNITY SINCE 1892. TODAY, THE HOSPITAL REMAINS DEDICATED TO IMPROVING THE HEALTH OF AREA RESIDENTS THROUGH EDUCATION AND OUTREACH WITH A PRIMARY FOCUS ON CHRONIC DISEASE PREVENTION AND MANAGEMENT. EXPERTS FROM THE HOSPITAL LEAD COMMUNITY PROGRAMS ON MANAGING DIABETES EFFECTIVELY, INCLUDING NUTRITION CLASSES WITH MEAL PLANNING TIPS; BEREAVEMENT SUPPORT GROUPS; HEALTH FAIRS THAT INCLUDE FREE SCREENINGS RELATED TO WOMEN'S AND MEN'S HEALTH, HEART AND VASCULAR DISEASE, CANCER AND DIABETES. IN ADDITION, THE HOSPITAL PROVIDES FREE FLU IMMUNIZATIONS ALL DESIGNED TO ENHANCE THE WELL-BEING OF LOCAL RESIDENTS AND THE SURROUNDING COMMUNITY. METHODIST ALSO PARTNERS WITH VARIOUS ORGANIZATIONS INCLUDING THE CARING PEOPLE ALLIANCE, SOUTH BROAD STREET NEIGHBORHOOD CIVIC ASSOCIATION, THE FELS COMMUNITY CENTER, PENN ASIAN SENIOR SERVICES, UNITY HEALTH CLINIC, THE PHILADELPHIA SENIOR CENTER, TINDLEY TEMPLE, LINDA CREED FOUNDATION AND AREA SCHOOLS. (1) HIGH SCHOOL INTERNSHIP PROGRAM - EXPLORE CAREERS IN HEALTHCARE THROUGH PARTNERSHIPS WITH AREA HIGH SCHOOLS, METHODIST HOSPITAL OFFERS SOUTH PHILADELPHIA TEENS THE UNIQUE OPPORTUNITY TO EXPLORE CAREERS IN HEALTHCARE WHILE OBTAINING HANDS-ON EXPERIENCE IN CLINICAL AND ADMINISTRATIVE SETTINGS. THESE VOLUNTEERS ASSIST NURSING UNITS AND 25 OTHER DEPARTMENTS THROUGHOUT THE HOSPITAL, PERFORMING VALUABLE SERVICES INCLUDING: - GREETING PATIENTS AND VISITORS - DELIVERING PATIENT TRAYS, LABS AND REPORTS - VISITING WITH PATIENTS - HELPING TO DISCHARGE PATIENTS IN MANY INSTANCES, PARTICIPANTS IN OUR INTERNSHIP PROGRAM OBTAIN COMMUNITY SERVICE CREDIT HOURS. (2) PARISH NURSING PROGRAM IN PARTNERSHIP WITH TINDLEY TEMPLE UNITED METHODIST CHURCH IN PARTNERSHIP WITH SOUTH PHILADELPHIA'S TINDLEY TEMPLE UNITED METHODIST CHURCH, METHODIST HOSPITAL BRINGS ACCESSIBLE HEALTHCARE AND EDUCATION TO THE CHURCH'S CONGREGATION THROUGH OUR PARISH NURSING PROGRAM. METHODIST HOSPITAL DEDICATES ONE OF OUR REGISTERED NURSES (RNS) FOR 20 HOURS PER WEEK TO SERVE AS AN ON-SITE RESOURCE TO THE CONGREGATION. THE RN PROVIDES HEALTH EDUCATION, CONSULTATIONS, SCREENINGS AND IMMUNIZATIONS, HEALTH FAIRS AND, WHEN NECESSARY, REFERRALS TO PHYSICIANS AND SPECIALISTS. (3) SOUTHEAST ASIAN OUTREACH PROGRAM AS PART OF OUR DEDICATION TO THE SOUTH PHILADELPHIA COMMUNITY, METHODIST HOSPITAL MAINTAINS THE SOUTHEAST ASIAN OUTREACH PROGRAM TO ADDRESS THE UNIQUE NEEDS OF THE COMMUNITY'S NON-ENGLISH-SPEAKING SOUTHEAST ASIAN RESIDENTS. THIS PROGRAM SEEKS TO BRIDGE UNDERSTANDING BETWEEN OUR SOUTHEAST ASIAN NEIGHBORS AND THE HOSPITAL'S CAREGIVERS AND STAFF BY PROVIDING THESE PATIENTS WITH AN INTERCULTURAL MEDIATOR WHO CAN: - MAKE APPOINTMENTS AND ASK HEALTH-RELATED QUESTIONS ON BEHALF OF THE PATIENT - ACCOMPANY THE PATIENT TO APPOINTMENTS AND TRANSLATE INFORMATION - FILL OUT FORMS, SUCH AS THOSE NEEDED FOR INSURANCE REIMBURSEMENT - VISIT THE PHARMACY WITH THE PATIENT TO HELP THEM OBTAIN PRESCRIPTION MEDICATIONS - EXPLAIN HOW TO PROPERLY TAKE PRESCRIPTION MEDICATIONS AND DISCUSS POSSIBLE DRUG INTERACTIONS WITH THE PHARMACIST AND THE PATIENT - EXPLAIN TEST RESULTS AND HEALTHCARE OPTIONS TO THE PATIENT OUR INTERCULTURAL MEDIATORS ARE AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK. MUSICIANS ON CALL ----------------- WXPN MUSICIANS ON CALL IS A FREE COMMUNITY-OUTREACH PROGRAM DESIGNED TO DELIVER THE HEALING POWER OF MUSIC THROUGH LIVE EARLY-EVENING PERFORMANCES EVERY WEDNESDAY AND THURSDAY BY VOLUNTEER MUSICIANS AT THE BEDSIDES OF JEFFERSON UNIVERSITY HOSPITALS' PATIENTS. JEFFERSON UNIVERSITY HOSPITALS ARE PROUD TO PARTNER WITH 88.5 WXPN, THE LISTENER-SUPPORTED RADIO STATION OF THE UNIVERSITY OF PENNSYLVANIA, IN MUSICIANS ON CALL. MUSICIANS ON CALL, A NONPROFIT ORGANIZATION FORMED IN 1999 IN NEW YORK CITY, USES MUSIC AND ENTERTAINMENT TO PROMOTE AND COMPLEMENT THE HEALING PROCESS FOR PATIENTS. VOLUNTEER MUSICIANS FROM THE PHILADELPHIA AREA PARTICIPATE IN WEEKLY "ROUNDS" BY GIVING FREE IN-ROOM PERFORMANCES WITH A JEFFERSON HEALTH VOLUNTEER WHO INTRODUCES THE PROGRAM TO THE PATIENT. MUSICIANS AND VOLUNTEERS VISIT A DIFFERENT HOSPITAL FLOOR EACH WEEK. PATIENTS, FAMILY AND FRIENDS, PHYSICIANS, NURSES, SOCIAL WORKERS OR OTHER CLINICIANS CAN REQUEST A VISIT. PROJECT H.O.M.E. ---------------- IN THE MID-90S, DRS. JAMES PLUMB AND LARA WEINSTEIN FOUNDED A SMALL CLINIC IN NORTH PHILADELPHIA THAT IS RUN BY PROJECT H.O.M.E. (HOUSING, OPPORTUNITIES FOR EMPLOYMENT, MEDICAL CARE, EDUCATION), AN ANTI-POVERTY AND HOMELESSNESS ADVOCACY GROUP BASED IN PHILADELPHIA, WITH HELP FROM THOMAS JEFFERSON UNIVERSITY. THE CLINIC PROVIDES PRIMARY CARE FOR AREA RESIDENTS WHO MAY OR MAY NOT HAVE HEALTH INSURANCE. DRS. PLUMB AND WEINSTEIN ARE FAMILY AND COMMUNITY MEDICINE PHYSICIANS AT JEFFERSON. PROJECT H.O.M.E. WAS FOUNDED IN 1988 WITH THE MISSION TO EMPOWER ADULTS, CHILDREN AND FAMILIES TO BREAK THE CYCLE OF HOMELESSNESS AND POVERTY AND TO ALLEVIATE THE UNDERLYING CAUSES OF POVERTY. AREA RESIDENTS HAVE MULTIPLE OPPORTUNITIES TO WORK WITH PROJECT H.O.M.E.'S STREET OUTREACH TEAMS TO TREAT HOMELESS INDIVIDUALS THROUGHOUT THE CITY. THIS EXPERIENCE PROVIDES UNIQUE INSIGHT INTO THE PREVALENCE OF HOMELESSNESS IN PHILADELPHIA, THE DAILY LIVES OF HOMELESS INDIVIDUALS AND TO SOME OF THE REMARKABLE COPING STRATEGIES THAT THEY HAVE ADOPTED. JEFFPEERS: SUPPORT GROUP FOR PEOPLE IMPACTED BY A CHRONIC DISEASE ---------------------------------------------------------------- JEFFPEERS (PEOPLE, EMPOWERED, EDUCATED, AND READY TO SUPPORT) IS A CHRONIC DISEASE SELF-MANAGEMENT PROGRAM DESIGNED TO HELP ADULTS BETTER MANAGE CHRONIC MEDICAL CONDITIONS. WE PROVIDE SUPPORT, EDUCATION AND A VARIETY OF RESOURCES FOR INDIVIDUALS AND FAMILIES AFFECTED WITH A CHRONIC DISEASE. AT JEFFERSON, WE RECOGNIZE THAT BY PROVIDING QUALITY HEALTHCARE TO OUR PATIENTS, AND EDUCATION AND OUTREACH TO OUR NEIGHBORS, WE ARE ALSO ENRICHING THE LIVES AND FUTURE OF OUR SURROUNDING COMMUNITY. WHEN THE COMMUNITY THRIVES, WE ALL BENEFIT.
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 AND NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY.
Schedule H (Form 990) 2019
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number
23-2829095
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) METHODIST HOSPITAL FOUNDATION
601 WALNUT STREET
PHILADELPHIA,PA19106 		23-2014559 501(C)(3) 26,800       PROGRAM SUPPORT
(2) MAGEE REHABILITATION HOSPITAL
1513 RACE STREET
PHILADELPHIA,PA19102 		23-1476328 501(C)(3) 55,200       SPINAL CORD GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
FORM 990, SCHEDULE I, PART I, LINE 2 ACTUAL EXPENDITURES FOR ALL APPROVED GRANTS ARE MONITORED AGAINST BUDGETED EXPENDITURES ON A MONTHLY BASIS. ANY DISCREPANCIES ARE RESEARCHED AND RESOLVED ACCORDINGLY.
Schedule I (Form 990) 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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes 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
Yes
 
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
Yes
 
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
1RODNEY BELL MD
TRUSTEE - PRES MEDICAL STAFF 		(i)

(ii)		 0
-------------
333,640 		0
-------------
0 		0
-------------
16,859 		0
-------------
42,414 		0
-------------
15,062 		0
-------------
407,975 		0
-------------
0
2ANTHONY J DIMARINO JR MD
TRUSTEE 		(i)

(ii)		 0
-------------
579,930 		0
-------------
0 		0
-------------
13,509 		0
-------------
54,119 		0
-------------
17,699 		0
-------------
665,257 		0
-------------
0
3STEPHEN K KLASKO MD MBA
TRUSTEE-PRES/CEO TJU&JEFF HLTH 		(i)

(ii)		 0
-------------
1,452,154 		0
-------------
900,000 		0
-------------
74,570 		0
-------------
1,313,772 		0
-------------
18,197 		0
-------------
3,758,693 		0
-------------
0
4WARREN MATTHEWS MD
TRUSTEE 		(i)

(ii)		 0
-------------
306,199 		0
-------------
0 		0
-------------
15,600 		0
-------------
12,500 		0
-------------
16,068 		0
-------------
350,367 		0
-------------
0
5LAURENCE M MERLIS
TRUSTEE 		(i)

(ii)		 0
-------------
1,106,165 		0
-------------
837,120 		0
-------------
276,560 		0
-------------
614,008 		0
-------------
16,713 		0
-------------
2,850,566 		0
-------------
221,229
6EDMUND PRIBITKIN MD
TRUSTEE-CHIEF MEDICAL OFFICER 		(i)

(ii)		 0
-------------
892,606 		0
-------------
0 		0
-------------
24,712 		0
-------------
61,990 		0
-------------
22,594 		0
-------------
1,001,902 		0
-------------
0
7VIJAY M RAO MD FACR
TRUSTEE 		(i)

(ii)		 0
-------------
618,107 		0
-------------
125,530 		0
-------------
39,354 		0
-------------
64,858 		0
-------------
9,121 		0
-------------
856,970 		0
-------------
0
8MARK L TYKOCINSKI MD
TRUSTEE 		(i)

(ii)		 0
-------------
837,958 		0
-------------
321,300 		0
-------------
361,871 		0
-------------
252,160 		0
-------------
17,946 		0
-------------
1,791,235 		0
-------------
268,743
9RICHARD J WEBSTER RN MSN
TRUSTEE - PRESIDENT TJUH 		(i)

(ii)		 645,799
-------------
0 		222,950
-------------
0 		85,343
-------------
0 		99,301
-------------
0 		9,871
-------------
0 		1,063,264
-------------
0 		34,074
-------------
0
10CHARLES J YEO MD FACS
TRUSTEE 		(i)

(ii)		 0
-------------
974,100 		0
-------------
236,810 		0
-------------
28,497 		0
-------------
82,337 		0
-------------
22,594 		0
-------------
1,344,338 		0
-------------
246
11CRISTINA G CAVALIERI ESQ
SEC - EVP CHIEF LEGAL COUNSEL 		(i)

(ii)		  
-------------
686,470 		0
-------------
252,540 		0
-------------
150,499 		0
-------------
262,368 		0
-------------
15,396 		0
-------------
1,367,273 		0
-------------
0
12PETER L DEANGELIS JR
TREASURER - EVP, CFO & CAO 		(i)

(ii)		 0
-------------
852,703 		0
-------------
360,065 		0
-------------
68,364 		0
-------------
399,339 		0
-------------
15,396 		0
-------------
1,695,867 		0
-------------
0
13NEIL G LUBARSKY CPA CGMA
SVP, FINANCE/CFO - TJUH 		(i)

(ii)		 464,847
-------------
0 		142,234
-------------
0 		45,795
-------------
0 		67,221
-------------
0 		9,832
-------------
0 		729,929
-------------
0 		17,981
-------------
0
14JAMES E ROBINSON
SVP/CAO - METHODIST DIVISION 		(i)

(ii)		 290,270
-------------
0 		103,817
-------------
0 		30,243
-------------
0 		35,100
-------------
0 		22,395
-------------
0 		481,825
-------------
0 		0
-------------
0
15BRIAN SWEENEY RN MBA FACHE
COO - TJUH (EFFECTIVE 1/18) 		(i)

(ii)		 278,826
-------------
0 		99,572
-------------
0 		14,128
-------------
0 		29,700
-------------
0 		15,185
-------------
0 		437,411
-------------
0 		0
-------------
0
16STEPHEN K SIGWORTH MD MSHA
ASSOCIATE CHIEF MED OFFICER 		(i)

(ii)		 547,190
-------------
0 		152,453
-------------
0 		21,084
-------------
0 		63,020
-------------
0 		8,021
-------------
0 		791,768
-------------
0 		0
-------------
0
17RICHARD KWEI
SVP,PAYER STRATEGY&NTWK PERF. 		(i)

(ii)		 399,915
-------------
0 		142,545
-------------
0 		21,224
-------------
0 		53,864
-------------
0 		17,150
-------------
0 		634,698
-------------
0 		0
-------------
0
18RAVICHANDRA A MADINENI MD
NEUROSURGEON 		(i)

(ii)		 2,552
-------------
501,828 		0
-------------
27,273 		15
-------------
2,302 		3,981
-------------
49,012 		0
-------------
15,396 		6,548
-------------
595,811 		0
-------------
0
19DEBRA W TAYLOR
VP, PAYER RELATIONS & CONTRACT 		(i)

(ii)		 319,016
-------------
0 		139,990
-------------
0 		22,026
-------------
0 		36,335
-------------
0 		22,848
-------------
0 		540,215
-------------
0 		0
-------------
0
20SHARON M GALUP
SVP, PAYER STRATEGY & CONTRACT 		(i)

(ii)		 370,708
-------------
0 		82,938
-------------
0 		15,483
-------------
0 		11,250
-------------
0 		7,748
-------------
0 		488,127
-------------
0 		0
-------------
0
21DAVID P MCQUAID
FORMER OFFICER 		(i)

(ii)		 0
-------------
0 		115,130
-------------
0 		321,300
-------------
0 		0
-------------
0 		7
-------------
0 		436,437
-------------
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 1 THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. ADDITIONALLY, THE NON-QUALIFIED DEFERRED COMPENSATION AMOUNTS ARE DISCLOSED ON FORM 990 IN THE YEAR OF DEFERRAL AND AGAIN IN THE YEAR IN WHICH THE SUBSTANTIAL RISK OF FORFEITURE LAPSES AND THE AMOUNTS ARE TREATED AS TAXABLE INCOME. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: RICHARD J. WEBSTER, RN, MSN, $25,000 AND SHARON M. GALUP, $12,500.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUAL INCLUDED IN SCHEDULE J, PART II, RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN HIS 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DAVID P. MCQUAID, $321,300.
SCHEDULE J, PART I; QUESTION 4B THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES 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: LAURENCE M. MERLIS, $132,556; VIJAY M. RAO, M.D., FACR, $4,432; MARK L. TYKOCINSKI, M.D., $296,431; RICHARD J. WEBSTER, RN, MSN, $36,979; CHARLES J. YEO, M.D., FACS, $246; CRISTINA G. CAVALIERI, ESQ., $72,559 AND NEIL G. LUBARSKY, CPA, CGMA, $19,809. 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: RODNEY BELL, M.D., $661; STEPHEN K. KLASKO, M.D., MBA, $424,440; LAURENCE M. MERLIS, $118,852; EDMUND PRIBITKIN, M.D., $3,081; VIJAY M. RAO, M.D., FACR, $531; MARK L. TYKOCINSKI, M.D., $4,838; RICHARD J. WEBSTER, RN, MSN, $64,201; CHARLES J. YEO, M.D., FACS, $20,237; PETER L. DEANGELIS, JR., $81,298; CRISTINA G. CAVALIERI, ESQ., $2,389; NEIL G. LUBARSKY, CPA, CGMA, $32,121; STEPHEN K. SIGWORTH, M.D., MSHA, $30,035; RICHARD KWEI, $18,764 AND DEBRA W. TAYLOR, $1,235. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS 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: STEPHEN K. KLASKO, M.D., MBA, $854,232; LAURENCE M. MERLIS, $449,760; MARK L. TYKOCINSKI, M.D., $212,222; PETER L. DEANGELIS, JR., $282,941 AND CRISTINA G. CAVALIERI, ESQ., $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 SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. 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 INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) and EXECUFLEX PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. THE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $221,229; MARK L. TYKOCINSKI, M.D., $268,743; RICHARD J. WEBSTER, RN, MSN, $34,074; CHARLES J. YEO, M.D., FACS, $246 AND NEIL G. LUBARSKY, CPA, CGMA, $17,981.
Schedule J (Form 990) 2019

Additional Data


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

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 8 310,510 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( MEALS ) X 1 109 FMV
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Return Reference Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. IT INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). PURSUANT TO ITS CHARITABLE PURPOSES, TJUH 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, THE ORGANIZATION OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) TJUH OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK, 365 DAYS PER YEAR; 3) TJUH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL OF TJUH RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS 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 TJUH, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT TJUH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT AND THAT THE USE AND CONTROL OF SHORE 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. BACKGROUND ========== JEFFERSON UNIVERSITY HOSPITALS AND THOMAS JEFFERSON UNIVERSITY ARE PARTNERS IN PROVIDING EXCELLENT CLINICAL AND COMPASSIONATE CARE FOR OUR PATIENTS IN THE PHILADELPHIA REGION, EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES AND DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE. WE ARE 30,000+ PEOPLE REIMAGINING HEALTH CARE, EDUCATION AND DISCOVERY. WE ARE MANY THINGS, BUT EVERY DAY ALL OF US ARE DEDICATED TO ONE THING: IMPROVING LIVES. JEFFERSON RANKS AS 16TH BEST HOSPITAL ON U.S. NEWS & WORLD REPORT'S HONOR ROLL LIST. WE CONTINUE TO TOP THE LIST OF HOSPITALS IN PENNSYLVANIA (3RD) AND THE PHILADELPHIA METRO AREA (2ND) IN U.S. NEWS & WORLD REPORT'S ANNUAL LISTING OF THE BEST HOSPITALS AND SPECIALTIES. JEFFERSON ALSO STANDS OUT AS AMONG THE BEST IN 11 SPECIALTY AREAS: - ORTHOPEDICS - CANCER - EAR, NOSE & THROAT - GASTROENTEROLOGY & GI SURGERY- NEPHROLOGY - NEUROLOGY & NEUROSURGERY - OPHTHALMOLOGY - DIABETES & ENDOCRINOLOGY - GERIATRICS - CARDIOLOGY & HEART SURGERY - UROLOGY THOMAS JEFFERSON UNIVERSITY HOSPITALS HAS 951 LICENSED ACUTE CARE BEDS, WITH MAJOR PROGRAMS IN A WIDE RANGE OF CLINICAL SPECIALTIES. SERVICES ARE PROVIDED AT FIVE PRIMARY LOCATIONS - THOMAS JEFFERSON UNIVERSITY HOSPITAL (THE MAIN HOSPITAL FACILITY, WHICH WAS ESTABLISHED IN 1825) AND JEFFERSON HOSPITAL FOR NEUROSCIENCE, BOTH IN CENTER CITY PHILADELPHIA; JEFFERSON'S METHODIST HOSPITAL AND JEFFERSON AT THE NAVY YARD, BOTH IN SOUTH PHILADELPHIA; AND JEFFERSON AT VOORHEES IN SOUTH JERSEY. TO PROTECT THE HEALTH AND WELL-BEING OF OUR PATIENTS, VISITORS, EMPLOYEES, STUDENTS AND VOLUNTEERS, JEFFERSON IS A SMOKE-FREE CAMPUS. SMOKING IS NOT PERMITTED IN ALL JEFFERSON BUILDINGS AND WITHIN 50 FEET OF ANY ENTRYWAY TO OR EXIT FROM JEFFERSON BUILDINGS, AND WITHIN 50 FEET OF DRIVEWAYS, CANOPIES, ARCHWAYS AND PLAZAS. WE ARE ALSO SMOKE FREE IN CAMPUS PARKING AREAS. THOMAS JEFFERSON UNIVERSITY HOSPITALS STATISTICS ------------------------------------------------- - LICENSED BEDS: 937 - ADMISSIONS: 41,368 - OUTPATIENT VISITS: 1,350,317 - EMERGENCY ROOM VISITS: 117,746 - EMPLOYEES (FULL AND PART-TIME): 9,500 - HOUSE STAFF: 873 - MEDICAL STAFF: 1,667 - REGISTERED NURSES (FULL AND PART-TIME): 3,265 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 OUR HISTORY =========== THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MAJOR PROGRAMS IN A WIDE RANGE OF CLINICAL SPECIALTIES. SERVICES ARE DELIVERED AT FIVE PRIMARY LOCATIONS - THOMAS JEFFERSON UNIVERSITY HOSPITAL (OUR TEACHING HOSPITAL, WHICH WAS ESTABLISHED IN 1877) AND JEFFERSON HOSPITAL FOR NEUROSCIENCE, BOTH IN CENTER CITY PHILADELPHIA; JEFFERSON'S METHODIST HOSPITAL AND JEFFERSON AT THE NAVY YARD, BOTH IN SOUTH PHILADELPHIA; AND JEFFERSON AT VOORHEES IN SOUTH JERSEY. THERE ARE ALSO VARIOUS RADIATION THERAPY SATELLITE LOCATIONS THROUGHOUT THE REGION. FORMERLY A DIVISION OF THOMAS JEFFERSON UNIVERSITY, THE HOSPITAL WAS SEPARATED FROM THE UNIVERSITY TO BECOME A FOUNDING MEMBER OF THE JEFFERSON HEALTH SYSTEM IN 1995. THE HOSPITAL EXPANDED ITS SERVICES TO THE COMMUNITY WITH THE MERGER OF METHODIST HOSPITAL AS A DIVISION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS IN 1996. AS AN ACADEMIC MEDICAL CENTER, THOMAS JEFFERSON UNIVERSITY HOSPITALS BELIEVE IN THE IMPORTANCE OF AN EXCELLENT CLINICAL SETTING FOR OUR PATIENTS AND AS A FOUNDATION FOR THE LEARNING EXPERIENCE OF JEFFERSON STUDENTS AND RESIDENTS. IT IS WITHIN OUR VARIOUS CLINICAL SETTINGS THAT SCIENTISTS, RESIDENTS AND ATTENDING PHYSICIANS, MEDICAL STUDENTS, NURSING AND ALLIED HEALTH STUDENTS, AND TECHNOLOGISTS LEARN THEIR PROFESSION AND LEARN TO WORK TOGETHER AS A TEAM AND HELP DEFINE THE FUTURE OF CLINICAL CARE. JEFFERSON UNIVERSITY HOSPITALS CONTINUE TO TAKE PRIDE IN THE QUALITY AND VARIETY OF HEALTHCARE SERVICES PROVIDED TO CITIZENS OF PHILADELPHIA AND THE DELAWARE VALLEY. THE HOSPITAL IS FULLY ACCREDITED BY THE JOINT COMMISSION AND LICENSED BY THE DEPARTMENT OF HEALTH OF THE COMMONWEALTH OF PENNSYLVANIA. IN THE COMMUNITY ================ THOMAS JEFFERSON UNIVERSITY HOSPITALS DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. AS AN EMPLOYER OF NEARLY 7,500 INDIVIDUALS, OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. IN FULFILLMENT OF THIS PLEDGE, JEFFERSON OPENED THE CENTER FOR URBAN HEALTH (CUH) IN 1998, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE (DFCM), AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: ACCESS AND ADVOCACY; RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; COMMUNITY PARTNERSHIPS AND OUTREACH; HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS AT JEFFERSON, WE RECOGNIZE THAT BY PROVIDING QUALITY HEALTH CARE TO OUR PATIENTS, AND EDUCATION AND OUTREACH TO OUR NEIGHBORS, WE ARE ALSO ENRICHING THE LIVES AND FUTURE OF OUR SURROUNDING COMMUNITY. AND WHEN THE COMMUNITY THRIVES, WE ALL BENEFIT. 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. RECOGNITION FOR QUALITY & SAFETY ================================ MANY NATIONAL ORGANIZATIONS RECOGNIZE THOMAS JEFFERSON UNIVERSITY HOSPITALS FOR OUR STANDARDS OF QUALITY, EXCELLENCE AND SAFETY. U.S. NEWS & WORLD REPORT ------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RATED AMONG THE BEST HEALTHCARE PROVIDERS IN THE NATION, WITH TOP NATIONAL AND REGIONAL RANKINGS IN OPHTHALMOLOGY, ORTHOPEDICS, CANCER, OTOLARYNGOLOGY (EAR, NOSE AND THROAT), UROLOGY, GASTROENTEROLOGY AND GI SURGERY, NEUROLOGY AND NEUROSURGERY, CARDIOLOGY AND HEART SURGERY, DIABETES AND ENDOCRINOLOGY, NEPHROLOGY AND GERIATRICS. CENTERS FOR MEDICARE & MEDICAID TJUH ------------------------------------ THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) RECENTLY ANNOUNCED THAT IT RANKED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS A FOUR (OUT OF FIVE)- STAR HOSPITAL FOR THE QUALITY OF ITS CARE. THE FOUR STARS INDICATE JEFFERSONS HIGH PERFORMANCE IN IMPROVING SAFETY OF CARE (REDUCING HOSPITAL-ACQUIRED INFECTION) AND THE PATIENT EXPERIENCE, AS WELL AS REDUCING MORTALITY RATES. A REDUCTION IN READMISSION RATES WAS ALSO NOTED AMONG OVERALL PERFORMANCE IMPROVEMENT. IN 2016, CMS BEGAN TO REPORT HOSPITAL QUALITY STAR RATINGS ON HOSPITAL COMPARE. TO DETERMINE THE RATINGS, CMS COMBINES PERFORMANCE ON MORE THAN 50 MEASURES INTO A SINGLE RATING OF ONE TO FIVE STARS. HOSPITAL SAFETY GRADES ---------------------- SEVEN OF OUR HOSPITALS EARNED AN "A" BY THE LEAPFROG GROUP, A NATIONAL ORGANIZATION THAT RATES HOSPITALS ON SAFETY, INCLUDING: THOMAS JEFFERSON UNIVERSITY HOSPITAL IN CENTER CITY, METHODIST HOSPITAL, ABINGTON-LANSDALE HOSPITAL, JEFFERSON BUCKS HOSPITAL, JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL, AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL. THIS RANKING PLACES THESE JEFFERSON HEALTH FACILITIES AMONG THE SAFEST HOSPITALS IN THE UNITED STATES. ABINGTON HOSPITAL, JEFFERSON FRANKFORD HOSPITAL AND JEFFERSON TORRESDALE HOSPITAL RECEIVED "B" GRADES. THE HOSPITAL SAFETY SCORE USES NATIONAL PERFORMANCE MEASURES FROM THE LEAPFROG GROUP HOSPITAL SURVEY, THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ), THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS), AND THE AMERICAN HOSPITAL ASSOCIATION'S (AHA) ANNUAL SURVEY AND HEALTH INFORMATION TECHNOLOGY SUPPLEMENT. THESE PERFORMANCE MEASUREMENTS ARE TAKEN TOGETHER TO REPRESENT A HOSPITAL'S OVERALL PERFORMANCE IN KEEPING PATIENT'S SAFE FROM PREVENTABLE HARM AND MEDICAL ERRORS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS MAGNET RECOGNITION FOR NURSING EXCELLENCE ----------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS CENTER CITY CAMPUS HAS BEEN GRANTED MAGNET RECOGNITION FOR NURSING EXCELLENCE FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). ANCC IS A SUBSIDIARY OF THE AMERICAN NURSES ASSOCIATION. LESS THAN 7 PERCENT OF ALL HOSPITALS IN THE UNITED STATES HAVE ACHIEVED ANCC MAGNET RECOGNITION STATUS. THE MAGNET RECOGNITION PROGRAM RECOGNIZES HEALTHCARE ORGANIZATIONS FOR QUALITY PATIENT CARE, NURSING EXCELLENCE AND INNOVATIONS IN PROFESSIONAL NURSING PRACTICE. MAGNET HOSPITALS ENJOY HIGHER PERCENTAGES OF IMPROVED PATIENT CARE OUTCOMES AND IMPROVED PATIENT SATISFACTION AS WELL AS ATTRACTING TOP NOTCH NURSES, PHYSICIANS AND HEALTHCARE PROFESSIONALS. NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER -------------------------------------------------- THE SIDNEY KIMMEL CANCER CENTER AT JEFFERSON IS A NATIONAL LEADER IN CANCER TREATMENT, RESEARCH AND EDUCATION AND A NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED CANCER CENTER.IT IS AMONG THE TOP 20 CENTERS IN THE COUNTRY IN GRANT FUNDING FROM NCI. READ MORE ABOUT THE SIDNEY KIMMEL CANCER CENTER AND THE NCI. JOINT COMMISSION ACCREDITATION ------------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS ARE FULLY ACCREDITED BY THE JOINT COMMISSION. ACROSS THE UNITED STATES, THE JOINT COMMISSION EVALUATES AND ACCREDITS HEALTHCARE ORGANIZATIONS. ACCREDITATION FROM THIS INDEPENDENT, NONPROFIT ORGANIZATION IS A RECOGNIZED SYMBOL OF QUALITY, DEMONSTRATING AN ORGANIZATION'S ACHIEVEMENT OF PERFORMANCE STANDARDS. ACCREDITATION REQUIRES SUCCESSFUL COMPLETION OF AN ON-SITE SURVEY AT LEAST EVERY THREE YEARS. THE JOINT COMMISSION HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS IMPROVING IN QUALITY AND SAFETY IN THE AREAS OF HEART ATTACKS, HEART FAILURE, PNEUMONIA, SPINE SURGERY, SURGICAL CARE, IMMUNIZATIONS AND PERINATAL CARE. THEY HAVE ALSO RECOGNIZED JEFFERSON WITH SPECIFIC QUALITY AWARDS, INCLUDING THE MEDAL OF HONOR FOR ORGAN DONATION AND ADVANCED CERTIFICATIONS SUCH AS A PRIMARY STROKE CENTER AND IN VENTRICULAR ASSIST DEVICE (VAD). A WINNER IN THE 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS -------------------------------------------------------------------- JEFFERSON'S "DO NO HARM: ENSURING MEDICATION SAFETY" INITIATIVE IS A THIRD PLACE WINNER IN THE 2014 DELAWARE VALLEY PATIENT SAFETY AND QUALITY AWARDS. PRESENTED BY THE HEALTH CARE IMPROVEMENT FOUNDATION, WE RECEIVED THE AWARD FOR OUR WORK TO REDUCE SERIOUS (LEVEL 5) ADVERSE DRUG EVENTS EACH YEAR FOR THE PAST FIVE YEARS. THE HOSPITAL ACHIEVED THESE RESULTS BY BUILDING A CULTURE OF SAFETY, STANDARDIZING PROTOCOLS, AND FOCUSING ON IMPROVING SAFETY MEASURES FOR HIGH-RISK MEDICATIONS, SUCH AS CHEMOTHERAPY, ANTICOAGULANTS, INSULIN AND OPIATES. OUR PROJECT WAS SELECTED FROM HOSPITALS AND HEALTH SYSTEMS ACROSS THE PHILADELPHIA REGION. IT RECEIVED HIGH SCORES ON THE AWARD'S EVALUATION CRITERIA, INCLUDING EVIDENCE OF SIGNIFICANT AND SUSTAINED IMPROVEMENT IN QUALITY OR PATIENT SAFETY; INNOVATION; LEADERSHIP AND ORGANIZATIONAL COMMITMENT TO IMPROVEMENT; A MULTIDISCIPLINARY APPROACH; AND THE POTENTIAL FOR REPLICATION IN OTHER HEALTHCARE ORGANIZATIONS. MASTERY AWARD RECOGNITION FOR PERFORMANCE EXCELLENCE ---------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS RECEIVED THE MASTERY AWARD RECOGNITION FROM THE KEYSTONE ALLIANCE FOR PERFORMANCE EXCELLENCE (KAPE) PROGRAM. THE MASTERY AWARD RECOGNIZES ORGANIZATIONS THAT DEMONSTRATE SIGNIFICANT PROGRESS TOWARD PERFORMANCE EXCELLENCE THROUGH COMMITMENT AND PRACTICE. JEFFERSON PARTICIPATES IN THE KAPE PROGRAM THE STATEWIDE PENNSYLVANIA PROGRAM WHICH FOLLOWS BEST PRACTICES AS DEFINED BY THE BALDRIGE CRITERIA FOR PERFORMANCE EXCELLENCE. THE PROGRAM HELPS JEFFERSON STRIVE FOR EXCELLENCE THROUGH CONTINUOUS IMPROVEMENT, BEST PRACTICE SHARING, AND ANNUAL EXTERNAL REVIEW. OPPORTUNITIES TO IMPROVE OUTCOMES AND PERFORMANCE ARE IDENTIFIED AND INCORPORATED INTO JEFFERSONS STRATEGY IN ORDER TO ENHANCE WORKFORCE ENGAGEMENT AND PRODUCTIVITY AS WELL AS CUSTOMER AND STAKEHOLDER SATISFACTION. AMERICAN COLLEGE OF SURGEONS NATIONAL SURGICAL QUALITY IMPROVEMENT -------------------------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITAL IS A PARTICIPATING SITE FOR THE ACS NATIONAL SURGICAL QUALITY IMPROVEMENT PROGRAM (ACS NSQIP). THE ACS NSQIP IS THE FIRST NATIONALLY VALIDATED, RISK-ADJUSTED, OUTCOMES-BASED PROGRAM TO MEASURE AND IMPROVE THE QUALITY OF SURGICAL CARE. THE PROGRAM EMPLOYS A PROSPECTIVE, PEER-CONTROLLED, VALIDATED DATABASE TO QUANTIFY 30-DAY RISK-ADJUSTED SURGICAL OUTCOMES, WHICH ALLOWS VALID COMPARISON OF OUTCOMES AMONG ALL HOSPITALS IN THE PROGRAM. PARTICIPATING HOSPITALS AND THEIR SURGICAL STAFF ARE PROVIDED WITH THE TOOLS, REPORTS, ANALYSIS AND SUPPORT NECESSARY TO MAKE INFORMED DECISIONS ABOUT IMPROVING QUALITY OF CARE. LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER & SPINAL CORD INJURY CENTER ------------------------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS' EMERGENCY DEPARTMENT IS AN OFFICIALLY DESIGNATED LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER. IT IS ONE OF ONLY 18 HOSPITALS IN THE UNITED STATES THAT IS BOTH AN OFFICIAL TRAUMA CENTER AND A FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTER. JEFFERSON, IN AFFILIATION WITH MAGEE REHABILITATION HOSPITAL, IS DESIGNATED AS ONE OF THE NATION'S 14 MODEL SPINAL CORD INJURY CENTERS BY THE NATIONAL INSTITUTE ON DISABILITY AND REHABILITATION RESEARCH. THE ONLY SUCH FACILITY IN THE DELAWARE VALLEY, THE CENTER HAS TREATED MORE THAN 3,000 PERSONS WITH SPINAL CORD INJURIES AND SIGNIFICANTLY REDUCED THE SEVERE SECONDARY COMPLICATIONS OF TRAUMATIC SPINAL CORD INJURY. BLUE DISTINCTION AWARD ---------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS EARNED THE BLUE DISTINCTION AWARD FROM BLUE CROSS AND BLUE SHIELD ASSOCIATION FOR DEMONSTRATING EXPERTISE IN DELIVERING QUALITY HEALTH CARE IN THE FOLLOWING SPECIALTIES: COMPLEX AND RARE CANCERS, CARDIAC CARE, BARIATRIC SURGERY, SPINE SURGERY, AND TRANSPLANTS. THIS AWARD DESIGNATION SERVES AS A GUIDE IN SELECTING QUALITY SPECIALTY CARE. HEALTHGRADES ------------ HEALTHGRADES IS A LONGSTANDING LEADER IN MAKING INFORMATION ON PHYSICIANS AND HOSPITALS MORE ACCESSIBLE AND TRANSPARENT. THEY PROVIDES CONSUMERS WITH INFORMATION ABOUT CLINICAL OUTCOMES, SATISFACTION, SAFETY AND HEALTH CONDITIONS. HEALTHGRADES HAVE ISSUED 5-STAR RATINGS TO ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL AND TJUH FOR HIP AND KNEE REPLACEMENT, WHILE ABINGTON HOSPITAL - JEFFERSON HEALTH WAS RECOGNIZED FOR ITS PACEMAKER PROCEDURES.
CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII 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 UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION.
CORE FORM, PART VI, SECTION A; QUESTION 2 MICHAEL J. HELLER, CHARLES G. KOPP, ESQ. & MARK L. ALDERMAN, ESQ. - BUSINESS RELATIONSHIP; MICHAEL J. HELLER & IRA LUBERT - BUSINESS RELATIONSHIP; AND HYMAN R. KAHN, M.D. & JACK FARBER - BUSINESS RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 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. TJUH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF TJUH SYSTEM, INC. ACCORDINGLY, TJU HAS THE ULTIMATE 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 EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S GOVERNING BODY HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE SYSTEM'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM 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 SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL & ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATE FINANCE & CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND THE ASSOCIATE VICE PRESIDENT & ENTERPRISE CONTROLLER ("INTERNAL WORKING GROUP") 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 SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP 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 INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE SYSTEM'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
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, 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 BOARD MEMBERS 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 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - 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 OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $3,977,040; - DISTRIBUTION TO MINORITY INTEREST - ($9,400,000); - UNRESTRICTED EQUITY TRANSFER - ($195,036); - NET ASSETS RELEASED FROM RESTRICTION TO PURCHASE PROPERTY, PLANT & EQUIPMENT - $127,200; - OTHER CHANGES IN UNRESTRICTED NET ASSETS - $1,358,392; - TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTION FOR ENDOWMENTS - ($1,844,049); - TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTION FOR OPERATIONS - ($2,880,192); - TEMPORARILY RESTRICTED EQUITY TRANSFER - $71,881; AND - CHANGE IN VALUE OF EXTERNAL TRUSTS - $65,033.
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


Additional Data


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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
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
Employer identification number

23-2829095
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) JEFF ENDOSCOPY CENTER AT BALA LLC
C/O TJU 601 WALNUT ST STE 925E
PHILADELPHIA,PA19106
47-4487777 		HEALTHCARE PA 2,531,190 2,432,910 TJUH
 










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)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)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
(4)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
(5)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
(6)JEFFERSON MEDICAL CARE
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2858320 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) JPS
 
 
No
(7)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
(8)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
(9)JEFFEX INC
C/O TJU601 WALNUT STSTE 925E

PHILADELPHIA,PA19106
23-2622009 		HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(10)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
(11)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
(12)SUTHBREIT PROPERTIES LTD
C/O TJU601 WALNUT STSTE 925E

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

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

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

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

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

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

PHILADELPHIA,PA19114
23-0596940 		HEALTH SVCS. PA 501(C)(3) HOSPITAL AHS
 
 
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
 
 
No
(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
(31)FIVE POINTE PROFESSIONAL LIAB INSURANCE
1105 N MARKET STREET

WILMINGTON,DE19899
20-4191006 		INSURANCE DE 501(C)(3) 509(A)(3) NA
 
 
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 TJUH
  		RELATED 1,561,237 1,968,682   No     No 80.000 %
(3) JEFF COMP CONC CTR

4050 S 26TH ST
PHILADELPHIA,PA19145
46-4254983 		HEALTH SVCS. PA TJUHJUP
  		RELATED 37,813 485,481   No     No 32.500 %
(4) RIVERVIEW SURG CTR LP

3 CRESCENT DR
PHILADELPHIA,PA19112
26-3910345 		HEALTH SVCS. PA TJUH
  		RELATED 2,406,837 2,197,174   No     No 50.490 %
(5) RIVERVIEW SURG CTR LLC

3 CRESCENT DR
PHILADELPHIA,PA19112
26-3911509 		HEALTH SVCS. PA TJUH
  		RELATED 24,312 22,195   No     No 51.000 %
(6) ROTHMAN ORTHO SPEC HOSP

11221 ROE AVE
LEAWOOD,KS66211
27-0260289 		HEALTH SVCS. PA TJUH
  		RELATED 8,647,785 11,827,878   No     No 54.000 %
(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
  		                 
(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. 0 0 100.000 % Yes  
(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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





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 III, LINE 3 DUE TO ITS SHARED DIRECT CONTROLLING ENTITY, TJUH SYSTEM, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (TJUH) IS DEEMED TO OWN BOTH ITS INDIVIDUAL INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, AS WELL AS THOSE OF ITS BROTHER/SISTER ENTITY, JEFFERSON UNIVERSITY PHYSICIANS (JUP). WHILE NEITHER TJUH NOR JUP HAVE AN INDIVIDUAL CONTROLLING INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, THEIR COLLECTIVE OWNERSHIP CONSTITUTES A CONTROLLING INTEREST IN THE PARTNERSHIP.
SCHEDULE R, PART V 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. THIS ORGANIZATION AND ITS TAX-EXEMPT PARENT ENTITY, THOMAS JEFFERSON UNIVERSITY, ROUTINELY PAY EXPENSES FOR VARIOUS RELATED AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2019

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