TY 2017 Form 990

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)
(1) STEPHEN P CRANE...................................................................... CHAIRMAN - TRUSTEE	5.0 ................. 0.0	X	X
(2) RICHARD ROTHMAN MD...................................................................... VICE CHAIRMAN - TRUSTEE	5.0 ................. 0.0	X	X
(3) PATRICIA WELLENBACH...................................................................... SECRETARY - TRUSTEE	5.0 ................. 0.0	X	X
(4) RICHARD W HEVNER...................................................................... TREASURER - TRUSTEE	5.0 ................. 0.0	X	X
(5) ROBERT S ADELSON ESQ...................................................................... TRUSTEE	5.0 ................. 0.0	X
(6) DAVID ARCHIBALD EDD...................................................................... TRUSTEE	5.0 ................. 0.0	X
(7) ROBERT I BARSKY DO...................................................................... TRUSTEE	5.0 ................. 0.0	X
(8) DAVID R BINSWANGER...................................................................... TRUSTEE	5.0 ................. 0.0	X
(9) JAY W BLUMENTHAL...................................................................... TRUSTEE	5.0 ................. 0.0	X
(10) IRA BRIND ESQ...................................................................... TRUSTEE	5.0 ................. 0.0	X
(11) THOMAS S BROWN ESQ...................................................................... TRUSTEE	5.0 ................. 0.0	X
(12) RONALD L CAPUTO...................................................................... TRUSTEE	5.0 ................. 0.0	X
(13) ALFRED J D'ANGELO JR ESQ...................................................................... TRUSTEE	5.0 ................. 0.0	X
(14) ROBERT DISTANISLAO...................................................................... TRUSTEE	5.0 ................. 0.0	X
(15) JOHN F DURANTE...................................................................... TRUSTEE	5.0 ................. 0.0	X
(16) BRUCE K ENTWISLE...................................................................... TRUSTEE	5.0 ................. 0.0	X
(17) WILLIAM FINN...................................................................... TRUSTEE	5.0 ................. 0.0	X

(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)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) H RICHARD HAVERSTICK JR........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(19) STEPHEN K KLASKO MD MBA........................................................................ TRUSTEE-PRES/CEO TJU&JEFF HLTH	60.0 .......................0.0	X	X				2,426,724	0	1,331,969
(20) WILLIAM A LANDMAN........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(21) MARVIN MASHNER........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(22) JOSEPH MARESSA JR ESQ........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(23) EILEEN MARTINSON........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(24) EDWARD F MCKENNA III........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(25) LESLIE MCNAMARA........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(26) AUSTIN A MEEHAN III PE........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(27) RONALD J NAPLES........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(28) JOHN S OYLER ESQ........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(29) BRUCE B PAPARONE........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(30) VIVIAN PINN MD........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(31) DUNCAN B PITCAIRN........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(32) DANIEL J RAGONE CPA........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(33) RICHARD T RILEY........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(34) CARO U ROCK........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(35) BENJAMIN V SANCHEZ ESQ CPA........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(36) PHILIP J SASSO MD........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(37) JOHN P SILVESTRI........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(38) ALBERT E SMITH CPA........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(39) JOSEPH A SMITH........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(40) MICHAEL SNEED........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(41) MERYLE TWERSKY ESQ........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(42) TRISTA WALKER........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(43) JOHN WALP........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(44) CRAIG WHITE........................................................................ TRUSTEE	5.0 .......................0.0	X					0	0	0
(45) ROBERT J TRUITT LHD........................................................................ TRUSTEE (TERM 12/2017)	5.0 .......................0.0	X					0	0	0
(46) EDWARD A TURZANSKI........................................................................ TRUSTEE (TERM 1/2018)	5.0 .......................0.0	X					0	0	0
(47) CRISTINA G CAVALIERI ESQ........................................................................ ASST SEC-EVP CHIEF LEG COUNSEL	60.0 .......................0.0		X				1,089,509	0	277,764
(48) PETER L DEANGELIS JR........................................................................ ASST TREAS - EVP, CFO & CAO	60.0 .......................0.0		X				1,281,132	0	414,735
(49) BRUCE A MEYER MD MBA........................................................................ EVP, TJU & PRES JH (EFF 9/17)	60.0 .......................0.0		X				517,522	0	178,714
(50) LAURENCE M MERLIS........................................................................ EVP, STRATEGIC PTPS (EFF 5/18)	60.0 .......................0.0		X				1,783,831	436,014	630,721
(51) MARK L TYKOCINSKI MD........................................................................ EVP, ACAD AFF & PROVOST TJU	60.0 .......................0.0		X				1,521,129	0	270,106
(52) ANNE BOLAND DOCIMO MD MBA........................................................................ EVP, POPULATION HEALTH & CCTO	55.0 .......................0.0		X				1,150,535	0	258,620
(53) KATHLEEN KINSLOW CRNA MBA........................................................................ EVP, CHIEF INTEGRATION OFFICER	55.0 .......................0.0		X				1,005,233	244,242	364,323
(54) JOHN C EKARIUS........................................................................ EVP, CHIEF OF STAFF	55.0 .......................0.0		X				996,793	0	267,850
(55) KATHLEEN GALLAGHER........................................................................ EVP, COO - THOMAS JEFF. UNIV.	55.0 .......................0.0		X				922,904	0	331,245
(56) ELIZABETH DALE EDD........................................................................ EVP, CHIEF ADVANCEMENT OFFICER	55.0 .......................0.0		X				839,669	0	319,282
(57) JEFFREY STEVENS........................................................................ EVP, CHIEF HUMAN RES. OFFICER	55.0 .......................0.0		X				826,306	0	314,601
(58) CHARLES G LEWIS........................................................................ EVP, CHIEF GRWTH&MRKT OFFICER	55.0 .......................0.0		X				666,760	0	297,661
(59) ROSALYN RITTS PHD........................................................................ EVP, CHIEF INNOVATION OFFICER	55.0 .......................0.0		X				570,082	0	75,062
(60) JOSEPH HILL........................................................................ SVP, CHIEF DIVERSITY OFFICER	55.0 .......................0.0		X				427,595	0	49,764
(61) ALFRED C SALVATO........................................................................ SVP, CAPITAL MANAGEMENT & CIO	55.0 .......................0.0			X			703,634	0	83,062
(62) MICHAEL J VERGARE MD........................................................................ EVP, PARTNERSHIPS&AFFILIATIONS	55.0 .......................0.0			X			685,297	4,636	57,301
(63) RONALD BOWLAN........................................................................ SVP, FACILITIES & CAMPUS PLAN.	55.0 .......................0.0			X			453,168	0	54,536
(64) STEPHEN SPINELLI........................................................................ CHANCELLOR	55.0 .......................0.0			X			312,435	203,228	205,152
(65) ROBERT H ROSENWASSER MD........................................................................ PROFESSOR & JUP PHYSICIAN	50.0 .......................0.0				X		1,665,431	283,250	252,007
(66) WILLIAM M KEANE MD........................................................................ PROFESSOR & JUP PHYSICIAN	50.0 .......................0.0				X		887,020	812,500	95,466
(67) JAMES S HARROP MD........................................................................ PROFESSOR & JUP PHYSICIAN	50.0 .......................0.0				X		242,520	1,139,195	75,094
(68) CHARLES J YEO MD FACS........................................................................ PROFESSOR & JUP PHYSICIAN	50.0 .......................0.0				X		576,557	662,850	104,931
(69) MARC R ROSEN MD........................................................................ PROFESSOR & JUP PHYSICIAN	50.0 .......................0.0				X		114,274	1,096,492	65,014
(70) STEVEN E MCKENSIZE MDPHD........................................................................ FORMER OFFICER	50.0 .......................0.0					X	315,773	61,395	56,440
(71) THEODORE F TARASCHI PHD........................................................................ FORMER OFFICER	50.0 .......................0.0					X	267,129	0	49,710
(72) PRAVEEN CHOPRA........................................................................ FORMER OFFICER	0.0 .......................0.0					X	754,588	0	50,312
(73) JOHN J KELLY MD........................................................................ FORMER OFFICER	0.0 .......................0.0					X	0	972,128	17,848

(A) Name and business address	(B) Description of services	(C) Compensation
GE HEALTHCARE IITS USA CORP, 15724 COLLECTIONS CENTER DRIVE CHICAGO,IL60693	IT	13,073,988
HARMELIN ASSOCIATES INC, 525 RIGHTERS FERRY ROAD BALA CYNWYD,PA19004	ADVERTISING	3,274,176
HA STORAGE SYSTEMS INC, 11479 VALLEY VIEW ROAD EDEN PRAIRIE,MN55344	IT	3,200,903
NBBJ LP, PO BOX 742088 LOS ANGELES,CA900742088	ARCHITECTURE	3,189,287
CANUSO JORDEN INC, 1839 BUSTLETON PIKE FEASTERVILLE,PA19053	CONSTRUCTION	3,067,390
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 113

- TIN:

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.
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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

Employer identification number

23-1352651

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.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 331/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

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

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


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

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)		(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.") ..	98,330,919	18,423,898	56,883,580	40,274,409	30,787,594	244,700,400
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	98,330,919	18,423,898	56,883,580	40,274,409	30,787,594	244,700,400
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)..						14,966,145
6	Public support. Subtract line 5 from line 4.						229,734,255

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	98,330,919	18,423,898	56,883,580	40,274,409	30,787,594	244,700,400
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	12,043,995	11,962,114	10,469,379	10,198,680	4,346,797	49,020,965
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..						0
11	Total support. Add lines 7 through 10						293,721,365

Gross receipts from related activities, etc. (see instructions) ..................

2,415,164,820

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

Public support percentage for 2019 (line 6, column (f) divided by line 11, column (f)) .........

78.215 %

Public support percentage for 2018 Schedule A, Part II, line 14 ...............

73.160 %

16a

33 1/3% support test—2019. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2018. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2019. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2018. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

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

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)		(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)		(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.)..

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

Public support percentage for 2019 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2018 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2019 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2018 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2019. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2018. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

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

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.

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).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.

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.

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.

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.

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.

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.

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).

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?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

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.

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) .

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).

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.

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.

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.

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

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

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

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

A family member of a person described in (a) above?

11b

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

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.

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.

Section C. Type II Supporting Organizations

Yes

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).

Section D. All Type III Supporting Organizations

Yes

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?

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).

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.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer (a) and (b) below.

Yes

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.

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.

Parent of Supported Organizations. Answer (a) and (b) below.

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.

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.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	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

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

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:

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2019

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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

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
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (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		Employer identification number 23-1352651

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			Employer identification number 23-1352651
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

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 Bullet

Go 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

Employer identification number

23-1352651

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

Political campaign activity expenditures (see instructions) .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities (see instructions) ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

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

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 Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(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? ...................................................................................................................	Yes No

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

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

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:

Volunteers? ...........................................................................................................

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

727,324

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Yes

Total. Add lines 1c through 1i ....................................................................................................

727,324

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

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."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

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? ......................................................................................................................

Taxable amount of lobbying and political expenditures (see instructions) .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
SCHEDULE C, PART II-B, LINES 1G & 1I	DURING THE YEAR ENDED JUNE 30, 2018 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $725,690 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2018. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,635 DURING THE FISCAL YEAR ENDED JUNE 30, 2018.

Return Reference

Explanation

SCHEDULE C, PART II-B, LINES 1G & 1I

DURING THE YEAR ENDED JUNE 30, 2018 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $725,690 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2018. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,635 DURING THE FISCAL YEAR ENDED JUNE 30, 2018.

Schedule C (Form 990 or 990EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Employer identification number

23-1352651

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 ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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.

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.

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

$ 5,603,766

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:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

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

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

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.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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 ....	539,088,000	500,942,000	437,750,000	375,697,000	336,657,000
b	Contributions ...	15,919,000	13,919,000	81,445,000	63,928,000	15,559,000
c	Net investment earnings, gains, and losses	39,911,000	54,168,000	6,704,000	19,241,000	44,062,000
d	Grants or scholarships ...	4,851,000	4,606,000	4,433,000	3,636,000	3,337,000
e	Other expenditures for facilities and programs ...	21,833,000	21,368,000	17,419,000	14,511,000	14,340,000
f	Administrative expenses ....	4,169,000	3,967,000	3,105,000	2,969,000	2,904,000
g	End of year balance ......	564,065,000	539,088,000	500,942,000	437,750,000	375,697,000

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

49.530 %

Permanent endowment SchDMd Bullet

29.890 %

Term endowment SchDMd Bullet

20.580 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

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 .....	47,576,178		47,576,178
b	Buildings ....	572,105,729	334,543,739	237,561,990
c	Leasehold improvements	9,223,885		9,223,885
d	Equipment ....	213,712,857	146,773,570	66,939,287
e	Other .....	27,229,984		27,229,984
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				388,531,324

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther 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.)

Part VIII

InvestmentsProgram 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)ASSETS WHOSE USE IS LIMITED	265,740,290	F
(2)SHORT-TERM INVESTMENTS	124,530,033	F
(3)LONG-TERM INVESTMENTS	593,437,970	F
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	983,708,293

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				1,118,249,366
(2)OTHER RECEIVABLES				9,095,401
(3)OTHER ASSETS				11,884,076
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				1,139,228,843

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.)	197,910,048
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

Page 4

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

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

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

SCHEDULE D, PART III; QUESTION 4

THE ORGANIZATION MAINTAINS A COLLECTION OF PORTAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION.

SCHEDULE D, PART V; QUESTION 4

ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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: THOMAS JEFFERSON UNIVERSITY'S ("TJU'S") 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:

- TIN:

SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Schools

Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image

Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image

Go to www.irs.gov/Form990EZ for the latest information.

OMB No. 1545-0047 2019Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

YES

Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,

other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .

Yes

Does the organization include a statement of its racially nondiscriminatory policy toward students in all its

brochures, catalogues, and other written communications with the public dealing with student admissions,

programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during

the period of solicitation for students, or during the registration period if it has no solicitation program, in a way

that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"

please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Does the organization maintain the following?

Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .

Yes

Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory

basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all catalogues, brochures, announcements, and other written communications to the public dealing

with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .

Yes

Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .

Yes

If you answered "No" to any of the above, please explain. If you need more space, use Part II.

Does the organization discriminate by race in any way with respect to:

Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .

Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .

Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.

Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .

Yes

Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .

If you answered "Yes" to either line 6a or line 6b, explain on Part II.

Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05

of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .

Yes

Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.

Cat. No. 50085D

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

Schedule E (Form 990 or 990EZ) (2019)

Page 2

Part II

Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information. See instructions.

Return Reference

Explanation

SCHEDULE E, PART I; QUESTION 3

THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER.

SCHEDULE E, PART I; QUESTION 6

DURING THE FISCAL YEAR ENDED JUNE 30, 2018, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. PLEASE REFER TO CORE FORM, PART VIII, LINE 1E FOR THIS AMOUNT.

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

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

Employer identification number

23-1352651

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)

(a) Region		(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(f) Total expenditures for and investments in the region
	Europe (Including Iceland and Greenland)	Grantmaking	998,131
	South Asia	Grantmaking	735,554
	Middle East and North Africa	Grantmaking	13,199
	South America	Grantmaking	8,316
	North America	Grantmaking	10,000
	Europe (Including Iceland and Greenland)	Investments	28,269,485
	East Asia and the Pacific	Investments	23,357,742
	South America	Investments	632,125
	North America	Investments	17,481,509
	Central America and the Caribbean	Investments	75,874,939
	Middle East and North Africa	Investments	183
	Europe (Including Iceland and Greenland)	Investments	1,753,045





3a	Sub-total ....		149,134,228
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)		149,134,228

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.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(i) Method of valuation (book, FMV, appraisal, other)
Europe (Including Iceland and Greenland)	SPONSORED	47,144	ACH
Europe (Including Iceland and Greenland)	SPONSORED	740,422	ACH
Europe (Including Iceland and Greenland)	SPONSORED	55,874	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	125,815	ACH
South Asia	SPONSORED	735,554	ACH
Europe (Including Iceland and Greenland)	SPONSORED	18,343	ACH
Middle East and North Africa	SPONSORED	13,199	ACH
Europe (Including Iceland and Greenland)	SPONSORED	10,534	ACH
South America	SPONSORED	8,316	ACH
North America	SPONSORED	10,000	ACH

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 .......	9
3	Enter total number of other organizations or entities .......................	1

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

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2019

Page 5

Part V

Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.

ReturnReference	Explanation
SCHEDULE F, PART I; LINE 2	THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.
SCHEDULE F, PART IV; QUESTION 5	THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2018. HOWEVER, THE ORGANIZATION DID NOT MEET THE REPORTING THRESHOLDS REQUIRED TO FILE ANY FORMS 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS.

Schedule F (Form 990) 2019

Additional Data

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SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right 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

Employer identification number

23-1352651

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2019

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 GALA (event type)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	744,836	744,836
2	Less: Contributions . . . .	239,778	239,778
3	Gross income (line 1 minus line 2) . . . . . .	505,058	505,058

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	249,721	249,721
7	Food and beverages . . .
8	Entertainment . . . .
9	Other direct expenses . . .	255,337	255,337
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		505,058
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

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

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

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2019

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2019

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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

Employer identification number
23-1352651

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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	(h) Purpose of grant or assistance
(1) Albert Einstein Med College of Yeshiva UniV 1300 Morris Park Ave BRONX,NY104611975	13-1624225	501(C)(3)	18,125	PROGRAM SUPPORT
(2) Albert Einstein Healthcare Network 5501 Old York RD Philadelphia,PA19141	23-2290323	501(C)(3)	11,590	PROGRAM SUPPORT
(3) ARCADIA UNIVERSITY 450 SOUTH EASTON ROAD GLENSIDE,PA19038	23-1352620	501(C)(3)	15,407	PROGRAM SUPPORT
(4) BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA HOUSTON,TX77030	74-1613878	501(C)(3)	39,707	PROGRAM SUPPORT
(5) Beth Israel Deaconess Medical Center Inc 330 Brookline Avenue Boston,MA022155491	04-2103881	501(C)(3)	36,420	PROGRAM SUPPORT
(6) BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON,MA02115	04-2312909	501(C)(3)	296,087	PROGRAM SUPPORT
(7) CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES,CA90048	95-1652905	501(C)(3)	11,300	PROGRAM SUPPORT
(8) Center in the Park 5818 Germantown Avenue Philadelphia,PA191442139	23-1919016	501(C)(3)	38,734	PROGRAM SUPPORT
(9) CHILDRENS HOSPITAL OF PHILADELPHIA 3516 Civic Ctr BLVD Philadelphia,PA19104	23-1352166	501(C)(3)	220,398	PROGRAM SUPPORT
(10) CHRISTIANA CARE HEALTH SERVICES INC PO BOX 2653 WILMINGTON,DE19805	51-0103684	501(C)(3)	22,058	PROGRAM SUPPORT
(11) THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD INDEPENDENCE,OH44131	34-0714585	501(C)(3)	106,589	PROGRAM SUPPORT
(12) Dana Farber Cancer Institute Inc 450 Brookline Avenue Boston,MA022155450	04-2663040	501(C)(3)	19,683	PROGRAM SUPPORT
(13) DREXEL UNIVERSITY COLLEGE OF MEDICINE 1505 Race Street 10th Floor PHILADELPHIA,PA191021119	23-1352630	501(C)(3)	233,266	PROGRAM SUPPORT
(14) DUKE UNIVERSITY 2200 W MAIN STREET-ERWIN SQR PLAZA DURHAM,NC277054640	56-0532129	501(C)(3)	13,691	PROGRAM SUPPORT
(15) FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON,FL33431	65-0385507	501(C)(3)	208,662	PROGRAM SUPPORT
(16) FLORIDA STATE UNIVERSITY 282 CHAMPIONS WAY TALLAHASSEE,FL32306	59-1961248	501(C)(3)	22,519	PROGRAM SUPPORT
(17) GENERAL ELECTRIC COMPANY 1 RESEARCH CIRCLE NISKAYUNA,NY12309	14-0689340	501(C)(3)	356,897	PROGRAM SUPPORT
(18) GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE FAIRFAX,VA22030	54-0836354	115	16,953	PROGRAM SUPPORT
(19) GEORGE WASHINGTON UNIVERSITY 2121 EYE STREET NW RICE HALL STE 6 WASHINGTON,DC200520001	53-0196584	501(C)(3)	126,098	PROGRAM SUPPORT
(20) GEORGETOWN UNIVERSITY 4000 RESERVOIR ROAD WASHINGTON,DC20007	53-0196603	501(C)(3)	68,058	PROGRAM SUPPORT
(21) GEORGIA STATE UNIV RESEARCH FDN PO BOX 3999 ATLANTA,GA30302	58-1845423	501(C)(3)	152,268	PROGRAM SUPPORT
(22) HIAS and Council Migration Services Inc 2100 Arch Street Philadelphia,PA191031300	23-1405597	501(C)(3)	5,571	PROGRAM SUPPORT
(23) ICAHN SCHOOL OF MEDICINE-MOUNT SINAI 1 GUSTAVE L LEVY PLACE NEW YORK,NY10029	13-6171197	501(C)(3)	43,512	PROGRAM SUPPORT
(24) Infectious Disease Research Institute 1616 Eastlake Avenue Suite 400 Seattle,WA981023797	91-1608978	501(C)(3)	145,421	PROGRAM SUPPORT
(25) JACKSON LABORATORY 600 MAIN STREET BAR HARBOR,ME04609	01-0211513	501(C)(3)	50,496	PROGRAM SUPPORT
(26) JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD BALTIMORE,MD21211	52-0595110	501(C)(3)	254,295	PROGRAM SUPPORT
(27) LANKENAU INSTITUTE FOR MED RESEARCH 100 LANCASTER AVENUE WYNNEWOOD,PA19096	23-2175659	501(C)(3)	48,039	PROGRAM SUPPORT
(28) LEHIGH VALLEY HEALTH NETWORK 1200 S CEDAR CREST BLVD ALLENTOWN,PA18103	23-1689692	501(C)(3)	12,323	PROGRAM SUPPORT
(29) Leland Stanford Junior Institute 3160 Porter Drive Pal Alto,CA943048445	94-1156365	501(C)(3)	21,647	PROGRAM SUPPORT
(30) MAGEE REHABILITATION HOSPITAL 1513 RACE STREET PHILADELPHIA,PA19102	23-1476328	501(C)(3)	49,104	PROGRAM SUPPORT
(31) Maternity Care Coalition 2000 Hamilton St Ste 205 Philadelphia,PA19130	23-2200410	501(C)(3)	32,536	PROGRAM SUPPORT
(32) Mazzoni Center 1348 Bainbridge ST Philadelphia,PA19147	23-2176338	501(C)(3)	7,670	PROGRAM SUPPORT
(33) MEE PRODUCTIONS INC 1 WINDING DR STE 203 PHILADELPHIA,PA19131	23-2618368		41,799	PROGRAM SUPPORT
(34) METROHEALTH SYSTEM 2500 METROHEALTH DRIVE CLEVELAND,OH44109	34-6004382	115	6,976	PROGRAM SUPPORT
(35) National FND for the Ctrs for Disease Control and 55 Park Place Suite 400 Atlanta,GA303032539	58-2106707	115	80,479	PROGRAM SUPPORT
(36) NATIONALITIES SERVICE CENTER 1216 ARCH STREET PHILADELPHIA,PA19107	23-1352336	501(C)(3)	6,681	PROGRAM SUPPORT
(37) ALFRED I DUPONT HOSPITAL 1600 ROCKLAND ROAD WILMINGTON,DE19803	59-0634433	501(C)(3)	177,945	PROGRAM SUPPORT
(38) NEW YORK BLOOD CENTER INC 310 E 67TH STREET NEW YORK,NY10065	13-1949477	501(C)(3)	80,042	PROGRAM SUPPORT
(39) NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON,IL60208	36-2167817	501(C)(3)	100,204	PROGRAM SUPPORT
(40) THE PENNSYLVANIA STATE UNIVERSITY 500 UNIVERSITY DRIVE HERSHEY,PA17033	24-6000376	115	36,998	PROGRAM SUPPORT
(41) Planned Parenthood Keystone 5920 Hamilton Boulevard Allentown,PA18106	23-2450112	501(C)(3)	23,996	PROGRAM SUPPORT
(42) READING HOSPITAL PO BOX 16052 READING,PA19612	23-1352204	501(C)(3)	32,896	PROGRAM SUPPORT
(43) Ready Clinical LLC 116 Village BLVD Ste 200 Princeton,NJ08540	26-4673472	501(C)(3)	17,500	PROGRAM SUPPORT
(44) Reagents of the University of California 10889 Wilshire BLVD Ste 700 Los Angeles,CA90095	95-6006143	501(C)(3)	10,703	PROGRAM SUPPORT
(45) REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET ANN ARBOR,MI48109	38-6006309	501(C)(3)	43,120	PROGRAM SUPPORT
(46) ROY N GAY MD PC 2116 CHESTNUT STREET PHILADELPHIA,PA19103	25-1598411		40,883	PROGRAM SUPPORT
(47) Rush University Medical Center 1653 W Congress Pkwy Chicago,IL60612	36-2174823	501(C)(3)	11,916	PROGRAM SUPPORT
(48) RUTGERS UNIVERSITY 89 FRENCH STREET NEW BRUNSWICK,NJ08901	46-2354111	115	61,863	PROGRAM SUPPORT
(49) SHRINERS HOSPITALS FOR CHILDREN PO BOX 31356 TAMPA,FL33631	36-2193608	115	7,500	PROGRAM SUPPORT
(50) ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS,TN38105	06-7717892	501(C)(3)	41,527	PROGRAM SUPPORT
(51) ST VINCENT MEDICAL CENTER 2131 WEST THIRD ST LOS ANGELES,CA90057	91-2154438	501(C)(3)	18,000	PROGRAM SUPPORT
(52) TEMPLE UNIVERSITY 1805 BROAD STREET PHILADELPHIA,PA19122	23-1365971	501(C)(3)	276,112	PROGRAM SUPPORT
(53) The Geneva Foundation 917 Pacific Ave Ste 600 Tacoma,WA98402	91-1593913	501(C)(3)	19,895	PROGRAM SUPPORT
(54) TRUSTEES OF BOSTON UNIVERSITY 715 ALBANY ST 5TH FL W BOSTON,MA02118	04-2103547	501(C)(3)	71,085	PROGRAM SUPPORT
(55) TRUSTEES OF THE UNIVERSITY OF PA PO BOX 785541 PHILADELPHIA,PA19178	23-1352685	501(C)(3)	350,899	PROGRAM SUPPORT
(56) University of Colorado Denver 13001 E 17th Avenue Aurora,CO80045	84-6000555	501(C)(3)	12,000	PROGRAM SUPPORT
(57) UNIVERSITY OF DELAWARE 220 HULLIHEN HALL NEWARK,DE19716	51-6000297	501(C)(3)	134,468	PROGRAM SUPPORT
(58) UNIVERSITY OF GEORGIA RESEARCH FDN 200 DW BROOKS DRIVE ATHENS,GA306025016	58-1353149	501(C)(3)	12,187	PROGRAM SUPPORT
(59) UNIVERSITY OF KANSAS RESEARCH INSTITUTE 3901 RAINBOW BLVD KANSAS CITY,KS66103	48-1108830	501(C)(3)	27,098	PROGRAM SUPPORT
(60) UNIVERSITY OF MARYLAND 3112 LEE BUILDING COLLEGE PARK,MD20742	52-6002033	115	25,285	PROGRAM SUPPORT
(61) University of California San Diego 200 West Arbor Drive San Diego,CA92103	95-6006144	115	166,793	PROGRAM SUPPORT
(62) University of the Sciences 600 South 43rd St Philadelphia,PA19104	23-1352668	501(C)(3)	25,932	PROGRAM SUPPORT
(63) UNIVERSITY OF SOUTH ALABAMA 307 UNIVERSITY BOULEVARD MOBILE,AL36688	63-0477348	501(C)(3)	38,029	PROGRAM SUPPORT
(64) UT SOUTHWESTERN MEDICAL CENTER PO BOX 7996 AUSTIN,TX78712	75-6002868	501(C)(3)	30,767	PROGRAM SUPPORT
(65) University of Washington 4333 Brooklyn Ave NE Seattle,WA98195	91-6001537	501(C)(3)	166,632	PROGRAM SUPPORT
(66) VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE,TN37240	62-0476822	501(C)(3)	161,607	PROGRAM SUPPORT
(67) VANDERBILT UNIVERSITY MEDICAL CENTER 2525 WEST END AVENUE NASHVILLE,TN37203	35-2528741	501(C)(3)	206,762	PROGRAM SUPPORT
(68) REGENTS OF CA AT SAN FRANCISCO 185 Berry Street San Francisco,CA94107	94-6036493	501(C)(3)	77,825	PROGRAM SUPPORT

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 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) SCHOLARSHIPS	1297	15,563,044
(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	THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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

Employer identification number

23-1352651

Part I

Questions Regarding Compensation

Yes

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.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

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 .........

Yes

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? ..

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

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:

Receive a severance payment or change-of-control payment? .............

Yes

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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.

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:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

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:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

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 ............

Yes

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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

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
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1STEPHEN K KLASKO MD MBA TRUSTEE-PRES/CEO TJU&JEFF HLTH	(i) (ii)	1,452,154 ------------- 0	900,000 ------------- 0	74,570 ------------- 0	1,313,772 ------------- 0	18,197 ------------- 0	3,758,693 ------------- 0	0 ------------- 0
2CRISTINA G CAVALIERI ESQ ASST SEC-EVP CHIEF LEG COUNSEL	(i) (ii)	686,470 ------------- 0	252,540 ------------- 0	150,499 ------------- 0	262,368 ------------- 0	15,396 ------------- 0	1,367,273 ------------- 0	0 ------------- 0
3PETER L DEANGELIS JR ASST TREAS - EVP, CFO & CAO	(i) (ii)	852,703 ------------- 0	360,065 ------------- 0	68,364 ------------- 0	399,339 ------------- 0	15,396 ------------- 0	1,695,867 ------------- 0	0 ------------- 0
4BRUCE A MEYER MD MBA EVP, TJU & PRES JH (EFF 9/17)	(i) (ii)	310,680 ------------- 0	150,000 ------------- 0	56,842 ------------- 0	156,121 ------------- 0	22,593 ------------- 0	696,236 ------------- 0	0 ------------- 0
5LAURENCE M MERLIS EVP, STRATEGIC PTPS (EFF 5/18)	(i) (ii)	900,248 ------------- 205,917	837,120 ------------- 0	46,463 ------------- 230,097	603,712 ------------- 10,296	15,656 ------------- 1,057	2,403,199 ------------- 447,367	0 ------------- 221,229
6MARK L TYKOCINSKI MD EVP, ACAD AFF & PROVOST TJU	(i) (ii)	837,958 ------------- 0	321,300 ------------- 0	361,871 ------------- 0	252,160 ------------- 0	17,946 ------------- 0	1,791,235 ------------- 0	268,743 ------------- 0
7ANNE BOLAND DOCIMO MD MBA EVP, POPULATION HEALTH & CCTO	(i) (ii)	737,968 ------------- 0	356,500 ------------- 0	56,067 ------------- 0	250,749 ------------- 0	7,871 ------------- 0	1,409,155 ------------- 0	2,500 ------------- 0
8KATHLEEN KINSLOW CRNA MBA EVP, CHIEF INTEGRATION OFFICER	(i) (ii)	675,426 ------------- 160,592	285,187 ------------- 0	44,620 ------------- 83,650	331,855 ------------- 15,900	15,396 ------------- 1,172	1,352,484 ------------- 261,314	0 ------------- 79,958
9JOHN C EKARIUS EVP, CHIEF OF STAFF	(i) (ii)	553,089 ------------- 0	207,215 ------------- 0	236,489 ------------- 0	259,979 ------------- 0	7,871 ------------- 0	1,264,643 ------------- 0	102,655 ------------- 0
10KATHLEEN GALLAGHER EVP, COO - THOMAS JEFF. UNIV.	(i) (ii)	582,258 ------------- 0	226,800 ------------- 0	113,846 ------------- 0	315,849 ------------- 0	15,396 ------------- 0	1,254,149 ------------- 0	39,093 ------------- 0
11ELIZABETH DALE EDD EVP, CHIEF ADVANCEMENT OFFICER	(i) (ii)	542,746 ------------- 0	218,955 ------------- 0	77,968 ------------- 0	308,886 ------------- 0	10,396 ------------- 0	1,158,951 ------------- 0	20,221 ------------- 0
12JEFFREY STEVENS EVP, CHIEF HUMAN RES. OFFICER	(i) (ii)	544,515 ------------- 0	201,300 ------------- 0	80,491 ------------- 0	292,253 ------------- 0	22,348 ------------- 0	1,140,907 ------------- 0	0 ------------- 0
13CHARLES G LEWIS EVP, CHIEF GRWTH&MRKT OFFICER	(i) (ii)	439,947 ------------- 0	159,300 ------------- 0	67,513 ------------- 0	273,616 ------------- 0	24,045 ------------- 0	964,421 ------------- 0	0 ------------- 0
14ROSALYN RITTS PHD EVP, CHIEF INNOVATION OFFICER	(i) (ii)	394,719 ------------- 0	143,159 ------------- 0	32,204 ------------- 0	52,714 ------------- 0	22,348 ------------- 0	645,144 ------------- 0	0 ------------- 0
15JOSEPH HILL SVP, CHIEF DIVERSITY OFFICER	(i) (ii)	305,620 ------------- 0	90,625 ------------- 0	31,350 ------------- 0	35,100 ------------- 0	14,664 ------------- 0	477,359 ------------- 0	0 ------------- 0
16ALFRED C SALVATO SVP, CAPITAL MANAGEMENT & CIO	(i) (ii)	491,586 ------------- 0	146,708 ------------- 0	65,340 ------------- 0	67,092 ------------- 0	15,970 ------------- 0	786,696 ------------- 0	26,871 ------------- 0
17MICHAEL J VERGARE MD EVP, PARTNERSHIPS&AFFILIATIONS	(i) (ii)	504,245 ------------- 4,636	106,124 ------------- 0	74,928 ------------- 0	39,137 ------------- 464	17,700 ------------- 0	742,134 ------------- 5,100	0 ------------- 0
18RONALD BOWLAN SVP, FACILITIES & CAMPUS PLAN.	(i) (ii)	324,908 ------------- 0	93,105 ------------- 0	35,155 ------------- 0	37,287 ------------- 0	17,249 ------------- 0	507,704 ------------- 0	0 ------------- 0
19STEPHEN SPINELLI CHANCELLOR	(i) (ii)	285,890 ------------- 165,900	0 ------------- 0	26,545 ------------- 37,328	35,100 ------------- 13,085	8,082 ------------- 148,885	355,617 ------------- 365,198	0 ------------- 0
20ROBERT H ROSENWASSER MD PROFESSOR & JUP PHYSICIAN	(i) (ii)	1,366,627 ------------- 283,250	118,884 ------------- 0	179,920 ------------- 0	208,286 ------------- 28,325	15,396 ------------- 0	1,889,113 ------------- 311,575	136,512 ------------- 0
21WILLIAM M KEANE MD PROFESSOR & JUP PHYSICIAN	(i) (ii)	741,896 ------------- 812,500	53,016 ------------- 0	92,108 ------------- 0	43,568 ------------- 27,000	24,898 ------------- 0	955,486 ------------- 839,500	0 ------------- 0
22JAMES S HARROP MD PROFESSOR & JUP PHYSICIAN	(i) (ii)	223,118 ------------- 1,139,195	0 ------------- 0	19,402 ------------- 0	25,500 ------------- 27,000	22,594 ------------- 0	290,614 ------------- 1,166,195	0 ------------- 0
23CHARLES J YEO MD FACS PROFESSOR & JUP PHYSICIAN	(i) (ii)	311,250 ------------- 662,850	236,810 ------------- 0	28,497 ------------- 0	55,337 ------------- 27,000	22,594 ------------- 0	654,488 ------------- 689,850	246 ------------- 0
24MARC R ROSEN MD PROFESSOR & JUP PHYSICIAN	(i) (ii)	88,791 ------------- 1,096,492	0 ------------- 0	25,483 ------------- 0	12,870 ------------- 27,000	25,144 ------------- 0	152,288 ------------- 1,123,492	0 ------------- 0
25STEVEN E MCKENSIZE MDPHD FORMER OFFICER	(i) (ii)	278,694 ------------- 61,395	25,000 ------------- 0	12,079 ------------- 0	35,100 ------------- 6,140	15,200 ------------- 0	366,073 ------------- 67,535	0 ------------- 0
26THEODORE F TARASCHI PHD FORMER OFFICER	(i) (ii)	233,647 ------------- 0	25,920 ------------- 0	7,562 ------------- 0	34,570 ------------- 0	15,140 ------------- 0	316,839 ------------- 0	0 ------------- 0
27PRAVEEN CHOPRA FORMER OFFICER	(i) (ii)	230,644 ------------- 0	193,588 ------------- 0	330,356 ------------- 0	27,964 ------------- 0	22,348 ------------- 0	804,900 ------------- 0	30,281 ------------- 0
28JOHN J KELLY MD FORMER OFFICER	(i) (ii)	0 ------------- 403,181	0 ------------- 223,601	0 ------------- 345,346	0 ------------- 12,500	0 ------------- 5,348	0 ------------- 989,976	0 ------------- 15,364

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	CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2017 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. BRUCE A. MEYER, M.D., MBA, SENIOR EXECUTIVE VICE PRESIDENT OF THOMAS JEFFERSON UNIVERSITY AND PRESIDENT OF JEFFERSON HEALTH, RELOCATED TO THE STATE OF PENNSYLVANIA FOR THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH WORK PURPOSES. IN ORDER TO FACILITATE THE RELOCATION OF HIS PRIMARY RESIDENCE, THE ORGANIZATION PROVIDED A HOUSING/MOVING ALLOWANCE WHICH WAS INCLUDED IN HIS 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. 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: STEPHEN K. KLASKO, M.D., MBA; CRISTINA G. CAVALIERI, ESQ.; PETER L. DEANGELIS, JR.; BRUCE A. METER, M.D., MBA; LAURENCE M. MERLIS; MARK L. TYKOCINSKI, M.D.; ANNE BOLAND DOCIMO, M.D., MBA; KATHLEEN KINSLOW, CRNA, MBA; JOHN C. EKARIUS; KATHLEEN GALLAGHER; ELIZABETH DALE, ED.D.; JEFFREY STEVENS; CHARLES G. LEWIS; ROSALYN RITTS, PH.D.; JOSEPH HILL; ALFRED C. SALVATO; MICHAEL J. VERGARE; RONALD BOWLAN; STEPHEN SPINELLI; STEVEN E. MCKENZIE, M.D., PH.D. AND PRAVEEN CHOPRA.
SCHEDULE J, PART I; QUESTION 4A	THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: PRAVEEN CHOPRA, $269,934 AND JOHN J. KELLY, M.D., $295,393.
SCHEDULE J, PART I; QUESTION 4B	THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE PARTICIPATION IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: CRISTINA G. CAVALIERI, ESQ., $72,559; LAURENCE M. MERLIS, $132,556; MARK L. TYKOCINSKI, M.D., $296,431; ANNE BOLAND DOCIMO, M.D., MBA, $2,703; KATHLEEN KINSLOW, CRNA, MBA, $79,958; JOHN C. EKARIUS, $166,169; KATHLEEN GALLAGHER, $42,860; ELIZABETH DALE, ED.D., $21,982; ALFRED C. SALVATO, $29,976; MICHAEL J. VERGARE, M.D., $31,433; ROBERT H. ROSENWASSER, M.D., $151,669; WILLIAM M. KEANE, M.D., $60,613; CHARLES J. YEO, M.D., FACS, $246 AND PRAVEEN CHOPRA, $45,710. 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: STEPHEN K. KLASKO, M.D., MBA, $424,440; CRISTINA G. CAVALIERI, ESQ., $2,389; PETER L. DEANGELIS, JR., $81,298; LAURENCE M. MERLIS, $118,852; MARK L. TYKOCINSKI, M.D., $4,838; ANNE BOLAND DOCIMO, M.D., MBA, $80,371; KATHLEEN KINSLOW, CRNA, MBA, $71,876; KATHLEEN GALLAGHER, $55,870; ELIZABETH DALE, ED.D., $48,907; JEFFREY STEVENS, $44,931; CHARLES G. LEWIS, $26,294; ROSALYN RITTS, PH.D., $17,614; ALFRED C. SALVATO, $31,992; MICHAEL J. VERGARE, $4,037; RONALD BOWLAN, $2,187; ROBERT H. ROSENWASSER, M.D., $173,186; WILLIAM M. KEANE, M.D., $8,468 AND CHARLES J. YEO, M.D., FACS, $20,237. 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; CRISTINA G. CAVALIERI, ESQ., $224,879; PETER L. DEANGELIS, JR., $282,941; BRUCE A. MEYER, M.D., MBA, $156,121; LAURENCE M. MERLIS, $449,760; MARK L. TYKOCINSKI, M.D., $212,222; ANNE BOLAND DOCIMO, M.D., MBA, $135,278; KATHLEEN KINSLOW, CRNA, MBA, $224,879; JOHN C. EKARIUS, $224,879; KATHLEEN GALLAGHER, $224,879; ELIZABETH DALE, ED.D., $224,879; JEFFREY STEVENS, $212,222 AND CHARLES G. LEWIS, $212,222.
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.
SCHEDULE J, PART II; COLUMN F	THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AND EXECUFLEX PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. 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; ANNE BOLAND DOCIMO, M.D., MBA, $2,500; KATHLEEN KINSLOW, CRNA, MBA, $79,758; JOHN C. EKARIUS, $102,655; KATHLEEN GALLAGHER, $39,093; ELIZABETH DALE, ED.D., $20,221; ALFRED C. SALVATO, $26,871; ROBERT H. ROSENWASSER, M.D., $136,512; CHARLES J. YEO, M.D., FACS, $246; PRAVEEN CHOPRA, $30,281 AND JOHN J. KELLY, M.D., $15,364.

Schedule J (Form 990) 2019

Additional Data

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

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

Employer identification number
23-1352651

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917RHC2	12-13-2006	63,412,500	REFUNDING PREVIOUS BOND & CAP EXP		X		X		X
B	MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY	23-2328939	613604VK0	11-04-2009	154,203,713	REFUNDING OF LOANS/BONDS & CAP EXP		X		X	X
C	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917R8G3	10-04-2012	45,634,203	CAPITAL PURCHASES & IMPROVEMENTS		X		X		X
D	MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY	23-2328939	613604WK9	08-02-2012	205,883,542	REFUNDING PREVIOUS BONDS & CAP EXP		X		X	X
	PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917SNP4	02-26-2015	550,268,991	CONSTRUCTION & REFUNDING PREV BOND		X		X		X
	PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT	23-2237287	71781XCR2	02-08-2017	380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603ZK8	05-03-2018	539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	52,142,500		148,868,713		6,114,203		112,438,542
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	63,412,500		154,203,713		45,634,203		205,886,594
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	420,474		1,587,477		562,929		1,973,968
8 Credit enhancement from proceeds .............	777,430		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	62,214,596		9,241,000		21,285,000		34,050,210
11 Other spent proceeds .............	0		143,375,236		23,786,274		169,862,416
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2007		2009		2014		2013
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2018, a current refunding issue)? ........
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2018, an advance refunding issue)? ........
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X	X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2019

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X	X			X	X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?			X				X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0.800 %		0.260 %		0.300 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............			0.800 %		0.260 %		0.300 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X	X			X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..			0.300 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X	X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2019

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

SCHEDULE K, PART I, COLUMN D

ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7.

SCHEDULE K, PART IV, LINE 2C

SERIES 2006B BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JANUARY 29, 2008 AS ALL FUNDS WERE DEPOSITED INTO AN IRREVOCABLE ESCROW ACCOUNT. SERIES 2009A BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF NOVEMBER 4, 2014. SERIES 2012 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 2, 2014 AS ALL BOND PROCEEDS WERE EXPENDED AS OF APRIL 21, 2014. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND. SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND.

Schedule K (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
SchKMediumBullet

Attach to Form 990.
SchKMediumBullet

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

Employer identification number
23-1352651

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917RHC2	12-13-2006	63,412,500	REFUNDING PREVIOUS BOND & CAP EXP		X		X		X
B	MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY	23-2328939	613604VK0	11-04-2009	154,203,713	REFUNDING OF LOANS/BONDS & CAP EXP		X		X	X
C	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917R8G3	10-04-2012	45,634,203	CAPITAL PURCHASES & IMPROVEMENTS		X		X		X
D	MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY	23-2328939	613604WK9	08-02-2012	205,883,542	REFUNDING PREVIOUS BONDS & CAP EXP		X		X	X
	PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917SNP4	02-26-2015	550,268,991	CONSTRUCTION & REFUNDING PREV BOND		X		X		X
	PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT	23-2237287	71781XCR2	02-08-2017	380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603ZK8	05-03-2018	539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	52,142,500		148,868,713		6,114,203		112,438,542
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	63,412,500		154,203,713		45,634,203		205,886,594
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	420,474		1,587,477		562,929		1,973,968
8 Credit enhancement from proceeds .............	777,430		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	62,214,596		9,241,000		21,285,000		34,050,210
11 Other spent proceeds .............	0		143,375,236		23,786,274		169,862,416
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2007		2009		2014		2013
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2018, a current refunding issue)? ........
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2018, an advance refunding issue)? ........
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X	X		X		X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2019

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X	X			X	X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?			X				X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0.800 %		0.260 %		0.300 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............			0.800 %		0.260 %		0.300 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X	X			X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..			0.300 %
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X		X		X		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......		X		X		X		X
b Exception to rebate? ........		X		X		X		X
c No rebate due? .........	X		X		X		X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....		X		X		X	X
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........

Schedule K (Form 990) 2019

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

---------------------------------------------------------------------------------------------------------------	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?	X		X		X		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference

Explanation

SCHEDULE K, PART I, COLUMN D

SCHEDULE K, PART IV, LINE 2C

Schedule K (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet

Attach to Form 990 or Form 990-EZ.
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

Employer identification number

23-1352651

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image

Part II

Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22

(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	(d) Loan to or from the organization?		(e) Original principal amount	(f) Balance due	(g) In default?		(h) Approved by board or committee?		(i) Written agreement?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No
(1) STEPHEN K KLASKO	PRES/CEO	MORTGAGE		X	300,000	300,000		No	Yes		Yes





Total ............... $						300,000

Part III

Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of assistance	(d) Type of assistance	(e) Purpose of assistance

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2019

Page 2

Part IV

Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.

(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person	(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) RICHARD ROTHMAN TRUSTEE		MAJORITY OWNER
(2) H RONALD KLASKO		LEGAL SERVICES

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

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

Employer identification number

23-1352651

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	22	2,093,423	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 ( MEDICAL EQUIPMENT )	X	2	422,758	FMV
26 Other ( BILLBOARD ADVERTISING )	X	1	92,000	FMV
27 Other ( JEWELRY )	X	1	10,800	FMV
28 Other ( MEALS )	X	1	5,000	FMV

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

Yes

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

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

Yes

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

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)

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:

- TIN:

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

Employer identification number

23-1352651

Return Reference	Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HAS APPROXIMATELY 6,800 STUDENTS AND IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. RECENT CHANGES TO THE JEFFERSON HEALTH ENTERPRISE ================================================ ON JULY 1, 2017, PURSUANT TO THE TERMS OF A COMBINATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF PHILADELPHIA UNIVERSITY. PHILADELPHIA UNIVERSITY IS A NOT FOR PROFIT UNIVERSITY LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJU TRANSFERRED NO CONSIDERATION AND ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF PHILADELPHIA UNIVERSITY. THE TJU BOARD WAS RECONSTITUTED TO INCLUDED 2 MEMBERS DESIGNATED BY PHILADELPHIA UNIVERSITY. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF PHILADELPHIA UNIVERSITY IS INTENDED TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF BOTH ORGANIZATIONS. ON SEPTEMBER 1, 2017, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF KENNEDY HEALTH SYSTEM ("KENNEDY"). KENNEDY IS A NOT FOR PROFIT HEALTHCARE ORGANIZATION LOCATED IN NEW JERSEY. TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF KENNEDY AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 10 MEMBERS DESIGNATED BY KENNEDY. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF KENNEDY IS INTENDED TO ENHANCE ACCESS TO HIGH QUALITY, COST EFFECTIVE CARE TO THE COMMUNITIES SERVED BY BOTH ORGANIZATIONS AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. ON JANUARY 5, 2018, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF MAGEE REHABILITATION HOSPITAL ("MAGEE"). MAGEE IS A NOT FOR PROFIT HEALTHCARE ORGANIZATION LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF MAGEE AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 2 MEMBERS DESIGNATED BY MAGEE. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF MAGEE IS INTENDED TO EXPAND THE CONTINUUM OF CARE PROVIDED BY TJU BY ENHANCING THE REHABILITATION SERVICES PROVIDED TO PATIENTS FOLLOWING DISCHARGE FROM THE ACUTE CARE HOSPITAL SETTING AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY: TWO LEGACIES JOINED BY ONE VISION =================================================================== UNIFYING TWO RENOWNED LEGACIES OF INNOVATION, EDUCATION, RESEARCH AND PROFESSIONAL EXCELLENCE, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) HAS MORE THAN THREE COMBINED CENTURIES OF HISTORY. DRIVEN BY THIS NEWLY UNITED AND ROBUST PAST, JEFFERSON DELIVERS UNIQUE AND HIGH-IMPACT PROFESSIONAL EDUCATION TO OUR STUDENTS IN THE AREAS OF ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION, HEALTH, MEDICINE, SCIENCE, TEXTILES AND MORE. THOMAS JEFFERSON UNIVERSITY WAS FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE, AND PHILADELPHIA UNIVERSITY WAS FOUNDED IN 1884 AS THE PHILADELPHIA TEXTILE SCHOOL. BOTH WERE AHEAD OF THEIR TIME AND FOCUSED ON THE IMPORTANCE OF EXPERIENTIAL LEARNING. THE NEW JEFFERSON WAS ESTABLISHED ON JULY 1, 2017 AS A RESULT OF THE MERGER OF THESE TWO RENOWNED UNIVERSITIES. JOINED TOGETHER IN 2017 THROUGH A SHARED AND UNIQUE APPROACH TO EDUCATION, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) IS NATIONALLY AND INTERNATIONALLY RECOGNIZED FOR MANY HISTORICAL "FIRSTS" INCLUDING THE FIRST SURGICAL USE OF ANESTHESIA IN PHILADELPHIA; THE BLENDING OF QUAIL FEATHERS AND WOOL TO CREATE THE ARMYS UBIQUITOUS OLIVE DRAB AS AN ALTERNATIVE TO DARK BLUE AND LIGHT-COLORED KHAKI MILITARY UNIFORMS; THE FIRST SUCCESSFUL OPEN-HEART OPERATION USING A HEART-LUNG MACHINE; AND THE FIRST BIFURCATED AORTAL GRAFT DESIGNED BY USING MULTI-BRANCHED SEAMLESS TUBES THAT KNIT FIBERS NEEDED FOR ARTIFICIAL BLOOD VESSELS. TODAY, WE ARE A PROFESSIONAL UNIVERSITY THAT DEFIES CONVENTION AND DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTERPROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. JEFFERSON HEALTH ================ CURRENTLY, JEFFERSON HEALTH COMPRISES 14 HOSPITALS, OVER 50 OUTPATIENT AND URGENT CARE CENTERS, AS WELL AS PHYSICIAN PRACTICES AND EVERYWHERE WE DELIVER CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. TOGETHER, THESE FACILITIES SERVE MORE THAN 130,000 INPATIENTS, 519,000 EMERGENCY PATIENTS AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. 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 THOMAS JEFFERSON UNIVERSITY HOSPITALS ===================================== 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 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.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	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. ABINGTON JEFFERSON HEALTH =========================== ABINGTON JEFFERSON HEALTH IS THE ORGANIZATION THAT ENCOMPASSES ITS FLAGSHIP HOSPITAL, ABINGTON HOSPITAL IN ABINGTON, PA AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP, PA, AS WELL AS A NUMBER OF CONVENIENT OUTPATIENT SETTINGS FOR OBTAINING EXPERT MEDICAL CARE IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES. SINCE 2015, THE ORGANIZATION HAS BEEN PART OF JEFFERSON HEALTH, WHICH NOW INCLUDES 14 HOSPITALS AND OVER 50 OUTPATIENT AND URGENT CARE CENTER LOCATIONS LOCATED THROUGHOUT PHILADELPHIA, BUCKS AND MONTGOMERY COUNTIES IN PENNSYLVANIA AND CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. OUTPATIENT AND COMMUNITY-BASED SERVICES ARE DELIVERED THROUGH A NETWORK OF OWNED AND AFFILIATED PHYSICIAN PRACTICES, SATELLITE MEDICAL AND SURGICAL CENTERS, OUTPATIENT LABORATORIES AND RADIOLOGY CENTERS. TOGETHER, JEFFERSON HEALTH HAS 130,000 INPATIENT ADMISSIONS; 519,000 EMERGENCY DEPARTMENT VISITS, AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. ABINGTON JEFFERSON HEALTH ENTITIES INCLUDE THE FOLLOWING: - TWO HOSPITALS: TOGETHER, ABINGTON HOSPITAL AND ABINGTON LANSDALE HOSPITAL HAVE 800 LICENSED BEDS. - SIX OUTPATIENT CAMPUSES: ABINGTON HEALTH CENTER BLUE BELL, ABINGTON HEALTH CENTER ELKINS PARK, ABINGTON HEALTH CENTER LOWER GWYNEDD, ABINGTON HEALTH CENTER MONTGOMERYVILLE, ABINGTON HEALTH CENTER WARMINSTER AND ABINGTON HEALTH CENTER WILLOW GROVE. - TWO URGENT CARE CENTERS, IN FLOURTOWN AND WILLOW GROVE. - PHYSICIANS EMPLOYED PHYSICIAN PRACTICES LOCATED IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES WITH 80 LOCATIONS. ABINGTON JEFFERSON HEALTH IS THE UMBRELLA ORGANIZATION THAT ENCOMPASSES ITS FLAGSHIP HOSPITAL, ABINGTON HOSPITAL, IN ABINGTON AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP. OUR ENTITIES ALSO INCLUDE CONVENIENT OUTPATIENT FACILITIES, ABINGTON HEALTH CENTER BLUE BELL, ABINGTON HEALTH CENTER LOWER GWYNEDD, ABINGTON HEALTH CENTER MONTGOMERYVILLE IN NORTH WALES, ABINGTON HEALTH CENTER WILLOW GROVE, AND ABINGTON HEALTH CENTER WARMINSTER IN BUCKS COUNTY, AS WELL AS URGENT CARE CENTERS IN FEASTERVILLE AND FLOURTOWN. TOGETHER, THESE FACILITIES SERVE MORE THAN 39,000 INPATIENTS, 134,000 EMERGENCY PATIENTS AND OVER 653,000 OUTPATIENT VISITS ANNUALLY. ABINGTON HOSPITAL, FOUNDED IN 1914, IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. STAFF MEMBERS HAVE THE PRIVILEGE OF WORKING WITH MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THOMAS JEFFERSON UNIVERSITY'S SIDNEY KIMMEL MEDICAL COLLEGE AND OTHER MEDICAL SCHOOLS AND TRAINING PROGRAMS IN THE PHILADELPHIA AREA. THE HOSPITAL SPONSORS FIVE RESIDENCY PROGRAMS OF ITS OWN: FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS/GYNECOLOGY, GENERAL SURGERY AND DENTISTRY. IN ADDITION, THE HOSPITAL PROVIDES POSTGRADUATE MEDICAL EDUCATION IN AFFILIATION WITH SEVERAL AREA MEDICAL SCHOOLS. JEFFERSON COLLEGE OF NURSING OFFERS A SECOND BACHELOR OF SCIENCE IN NURSING (BSN) PROGRAM AT THE ABINGTON DIXON CAMPUS IN WILLOW GROVE. ABINGTON ALSO SUPPORTS A PHARMACY RESIDENCY PROGRAM. ALSO INCLUDED IS ABINGTON HEALTH PHYSICIANS, A NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS. ALL TOLD, THE MEDICAL STAFFS AT THE TWO HOSPITALS CONSIST OF MORE THAN 1,400 PRIMARY CARE PHYSICIANS AND MEDICAL, SURGICAL AND DENTAL SPECIALISTS, AS WELL AS OVER 125 PHYSICIANS-IN-TRAINING WITHIN FIVE RESIDENCY PROGRAMS. ABINGTON JEFFERSON HEALTH EMPLOYS MORE THAN 6,000 EMPLOYEES, MAKING IT ONE OF THE LARGEST EMPLOYERS IN MONTGOMERY COUNTY. EACH YEAR, ABINGTON JEFFERSON HEALTH TREATS OVER 126,000 PATIENTS IN ITS TWO EMERGENCY DEPARTMENTS WITH ABINGTON HOSPITAL HAVING THE DISTINCTION OF HAVING ONE OF ONLY TWO LEVEL II TRAUMA CENTERS IN MONTGOMERY COUNTY. ABINGTON HOSPITAL JEFFERSON HEALTH HAS A COMPREHENSIVE STROKE CENTER AND OFFERS HIGHLY ADVANCED PROGRAMS IN CANCER, CARDIAC AND ORTHOPEDIC CARE. ABINGTON JEFFERSON HEALTH COMPLIES WITH ALL APPLICABLE ANTI-DISCRIMINATION LAWS. COMMUNITY BENEFIT: OUR COMMITMENT TO OUR COMMUNITIES ---------------------------------------------------- ABINGTON JEFFERSON HEALTH (AJH) AND ITS TWO HOSPITALS, ABINGTON HOSPITAL (AH) AND ABINGTON LANSDALE HOSPITAL (ALH), ARE NONPROFIT, 501(C)(3) TAX EXEMPT HEALTHCARE ORGANIZATIONS. AS A TAX EXEMPT ORGANIZATION, AJH FULFILLS ITS RESPONSIBILITY TO THE COMMUNITY THROUGH PROGRAMS OR ACTIVITIES THAT PROVIDE CARE AND TREATMENT AND PROMOTE HEALTH AND HEALING AS A RESPONSE TO IDENTIFIED COMMUNITY NEEDS. AJHS COMMUNITY BENEFIT REPORTS INCLUDE INFORMATION ABOUT THE CONTRIBUTION MADE TO THE COMMUNITIES IT SERVES, INCLUDING CHARITY CARE, EDUCATION OF HEALTH PROFESSIONALS, SUBSIDIZED HEALTH SERVICES, PREVENTION AND SCREENING PROGRAMS, RESEARCH, AND IN-KIND SERVICES AND GRANTS. WE ALSO INCLUDE INFORMATION ABOUT PROGRAMS AND SERVICES OFFERED IN PARTNERSHIP WITH COMMUNITY AGENCIES AND ORGANIZATIONS THAT MAKE A SIGNIFICANT DIFFERENCE IN MEETING THE HEALTHCARE NEEDS OF THE VULNERABLE AND UNDERSERVED INDIVIDUALS IN OUR COMMUNITY. DEFINING COMMUNITY BENEFIT -------------------------- COMMUNITY BENEFIT IS MORE THAN CHARITY CARE. WHILE IT DOES INCLUDE CHARITY CARE AND OTHER MEANS-TESTED PROGRAM SHORTFALLS, COMMUNITY BENEFIT REFERS TO A WIDE RANGE OF ACTIVITIES DESIGNED TO IMPROVE OR SUSTAIN GOOD HEALTH FOR COMMUNITY RESIDENTS. GENERALLY, COMMUNITY BENEFIT MEETS AT LEAST ONE OF THE FOLLOWING OBJECTIVES: IMPROVING ACCESS TO HEALTH SERVICES; ENHANCING PUBLIC HEALTH, ADVANCING KNOWLEDGE AND RELIEVING GOVERNMENT BURDEN. ABINGTON HEALTH TAKES ITS ROLE IN MEETING THE HEALTH NEEDS OF THE COMMUNITY SERIOUSLY, AND WORKS TO ADDRESS ALL OF THESE AREAS EVERYDAY. ENSURING ACCESS TO CARE ----------------------- COMMUNITY MEMBERS WHO DO NOT HAVE THE FINANCIAL MEANS TO ACCESS CARE THROUGH A PRIVATE PHYSICIAN OFFICE CAN TAKE ADVANTAGE OF SEVERAL CLINICS AND SERVICES THROUGHOUT THE ABINGTON JEFFERSON HEALTH NETWORK. IN ADDITION TO MAINTAINING EMERGENCY SERVICES 24/7 AT EACH OF THE HOSPITALS, CENTERS OFFERING PRIMARY AND SPECIALTY CARE, DENTAL SERVICES, PRENATAL AND OBSTETRICAL PROGRAMS, AND NEWBORN CARE ALL ARE AVAILABLE FOR PATIENTS THROUGHOUT THE SERVICE AREA. OUTPATIENT PSYCHIATRIC SERVICES PROVIDE COMPREHENSIVE EVALUATIONS, MEDICATION MANAGEMENT AND THERAPY FOR CHILDREN, ADULTS AND ADOLESCENTS. ARIA HEALTH =========== ARIA HEALTH IS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY. WITH THREE LEADING-EDGE COMMUNITY HOSPITALS AND A STRONG NETWORK OF OUTPATIENT CENTERS AND PRIMARY CARE PHYSICIANS, ARIA UPHOLDS A LONGSTANDING TRADITION OF BRINGING ADVANCED MEDICINE AND PERSONAL CARE TO THE MANY COMMUNITIES IT SERVES. OUR HISTORY ----------- THE STORY OF ARIA HEALTH SYSTEM BEGAN IN 1902, WHEN A RESIDENT OF THE FRANKFORD SECTION OF PHILADELPHIA CONTRACTED TYPHOID FEVER. THE PATIENT'S PHYSICIAN, DR. JOSEPH BALL, COULDN'T FIND A SINGLE HOSPITAL IN THE CITY TO ADMIT HIS SERIOUSLY ILL PATIENT. NOT ONE OF THE DOWNTOWN HOSPITALS HAD AN AVAILABLE BED. WHEN DR. BALL LEARNED OTHER NORTHEAST PHYSICIANS WERE ALSO HAVING THEIR PATIENTS TURNED AWAY, HE BEGAN AN EFFORT TO ESTABLISH A COMMUNITY HOSPITAL THAT WOULD PROVIDE CONVENIENT, HIGH-QUALITY MEDICAL CARE TO HIS NEIGHBORS. NAMED AFTER THE NEIGHBORHOOD IT WOULD FIRST SERVE, FRANKFORD HOSPITAL - FRANKFORD (NOW ARIA HEALTH - FRANKFORD CAMPUS) OPENED ITS DOORS ON THE FOURTH OF JULY, 1903. DURING THE DECADES THAT FOLLOWED, FRANKFORD EXPANDED UPON DR. BALL'S FOUNDING VISION. FOR OVER A CENTURY, THE HOSPITAL INTRODUCED MANY NEW SERVICES TO BETTER MEET THE HEALTH NEEDS OF ITS GROWING COMMUNITIES. FOR EXAMPLE, AS THE HOSPITAL'S SERVICE AREA GREW AND FLOURISHED, FRANKFORD RESPONDED BY OPENING A SECOND SITE IN 1977. ALMOST IMMEDIATELY, FRANKFORD HOSPITAL TORRESDALE (NOW ARIA HEALTH - TORRESDALE CAMPUS) WAS OPERATING AT FULL CAPACITY, MEETING THE HEALTHCARE NEEDS OF FAMILIES FROM THE FAR NORTHEAST AND LOWER BUCKS COUNTY.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	AND, WHEN MANY FAMILIES FRANKFORD HOSPITAL HAD BEEN SERVING FOR GENERATIONS BEGAN RELOCATING TO BUCKS COUNTY IN THE 1980S AND 1990S, THE HOSPITAL AGAIN SOUGHT BETTER WAYS TO SERVE THEM. IN MARCH 1999, FRANKFORD ACQUIRED DELAWARE VALLEY MEDICAL CENTER AND TURNED IT INTO ITS THIRD INPATIENT SITE FRANKFORD HOSPITAL BUCKS COUNTY (NOW ARIA HEALTH - BUCKS COUNTY). TO REFLECT AN EXPANDED, REGIONAL VISION FOR HEALTH CARE SERVICE DELIVERY IN NORTHEAST PHILADELPHIA AND BUCKS COUNTY, FRANKFORD HOSPITAL CHANGED ITS NAME TO ARIA HEALTH IN MAY 2009. TODAY, ARIA HEALTH'S FOCUS ON ITS FOUNDING PHILOSOPHY IS CLEARER THAN EVER BEFORE. NOW, OUR PHYSICIANS, NURSES AND SUPPORT PERSONNEL PROVIDE ADVANCED MEDICINE AND PERSONAL CARE AT THREE MODERN INPATIENT FACILITIES AND THREE OUTPATIENT SITES ALL OF WHICH ARE EQUIPPED WITH HIGHLY SOPHISTICATED TECHNOLOGY. ARIA - JEFFERSON HEALTH'S COMMUNITY HEALTH DASHBOARD ---------------------------------------------------- AS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY, ARIA - JEFFERSON HEALTH IS COMMITTED TO CARING FOR THE COMMUNITY AND IMPROVING POPULATION HEALTH OF COMMUNITY MEMBERS. PROMOTING HEALTHY LIFESTYLES, OFFERING PREVENTIVE CARE, AND ENGAGING THE COMMUNITY ARE CENTRAL TO ARIA'S MISSION. ARIA IS SHARING THEIR COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY DASHBOARD TO SUPPORT COMMUNITY MEMBERS IN EXPLORING THE HEALTH OF THEIR COMMUNITY AND RESOURCES FOR HEALTH IMPROVEMENT. KENNEDY HEALTH =============== EFFECTIVE AFTER THE MERGER WITH JEFFERSON/JEFFERSON HEALTH, KENNEDY HEALTH BECAME JEFFERSON HEALTH NEW JERSEY ("JHNJ"). JHNJ IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM PROVIDING A FULL CONTINUUM OF HEALTHCARE SERVICES, RANGING FROM ACUTE-CARE HOSPITALS TO A BROAD SPECTRUM OF OUTPATIENT AND WELLNESS PROGRAMS. AS A MULTI-SITE HEALTHCARE PROVIDER, THE SYSTEM SERVES THE RESIDENTS OF CAMDEN, BURLINGTON AND GLOUCESTER COUNTIES. AS A RESULT OF THE MERGER, SIGNS OUTSIDE KENNEDY HEALTH'S BUILDINGS UNDERWENT A MAKEOVER AS IT TRANSFORMED TO JEFFERSON HEALTH UNDER THE TERMS OF THE ORGANIZATIONS MERGER. JEFFERSON HELD A SERIES OF CELEBRATIONS ACROSS THE FORMER KENNEDY HEALTH SITES TO FORMALLY WELCOME EMPLOYEES INTO THE JEFFERSON FAMILY. OUR HISTORY ----------- KENNEDY WAS NOT ALWAYS A HEALTHCARE SYSTEM. KENNEDY BEGAN IN 1965 AS A SINGLE, 99-BED FACILITY, CALLED JOHN F. KENNEDY MEMORIAL HOSPITAL, IN STRATFORD, NJ. IN 1980, KENNEDY BECAME A MULTI-HOSPITAL SYSTEM WITH THE PURCHASE OF THE CHERRY HILL MEDICAL CENTER (WHICH OPENED IN 1960) AND WASHINGTON MEMORIAL HOSPITAL (WHICH OPENED IN 1972). THE KENNEDY HEALTH CARE FOUNDATION WAS CREATED IN 1983, AND DURING THE NEXT TWO YEARS, SEVERAL SUBSIDIARY ORGANIZATIONS INCLUDING STAT MEDICAL TRANSPORT, KENNEDY PROPERTY CORPORATION, AND KENNEDY HEALTH FACILITIES WERE ESTABLISHED. IN EARLY 1997, KENNEDY'S NAME CHANGED TO THE KENNEDY HEALTH SYSTEM. ITS THREE HOSPITALS OPERATE AS KENNEDY MEMORIAL HOSPITALS UNIVERSITY MEDICAL CENTER. IN JANUARY OF 2015, KENNEDY'S BRANDING AND NAME CHANGED TO KENNEDY HEALTH. ITS THREE HOSPITALS OPERATE AS KENNEDY UNIVERSITY HOSPITAL. IN JANUARY OF 2016, KENNEDY HEALTH AND JEFFERSON SIGNED A LETTER OF INTENT ANNOUNCING A PLANNED MERGER THAT WILL SHAPE THE FUTURE OF HEALTHCARE IN SOUTHERN NEW JERSEY. KENNEDY HEALTH HOSPITALS ARE NOW KNOWN AS JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL. THE RENAMING IS PART OF A UNIFYING CHANGE TO HIGHLIGHT JEFFERSON HEALTH'S SOUTHERN NEW JERSEY HUB AS JEFFERSON CONTINUES ITS EFFORTS TO BRING WORLD CLASS HEALTH CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE. JEFFERSON CHERRY HILL HOSPITAL BY THE NUMBERS --------------------------------------------- - 196 ACUTE CARE BEDS - 1,024 ASSOCIATES - 40,389 EMERGENCY DEPARTMENT VISITS - 7,117 HOSPITAL ADMISSIONS - 4,691 SURGICAL PROCEDURES PERFORMED - 11,959 BEHAVIORAL HEALTH ENCOUNTERS JEFFERSON CHERRY HILL HOSPITAL IS CURRENTLY UNDERGOING A $200 MILLION TRANSFORMATION PROJECT. THE COMPLETED PHASE 1 INCLUDES A NEW HOSPITAL ATRIUM LOBBY, A 102,000-SQUARE-FOOT MEDICAL OFFICE BUILDING AND A 600-SPACE PARKING FACILITY. PHASE 2, WHICH IS EXPECTED TO BE COMPLETED IN 2019, WILL FEATURE A NEW INPATIENT TOWER WITH PRIVATE PATIENT ROOMS. JEFFERSON STRATFORD HOSPITAL BY THE NUMBERS ------------------------------------------- - 181 ACUTE CARE BEDS - 798 ASSOCIATES - 40,013 EMERGENCY DEPARTMENT VISITS - 5,812 HOSPITAL ADMISSIONS - 4,248 SURGICAL PROCEDURES PERFORMED - 28,724 DIALYSIS CENTER VISITS JEFFERSON HEALTH NEW JERSEY'S BARIATRIC SURGERY PROGRAM CONTINUES TO GROW. ESTABLISHED IN 2007, THERE HAVE BEEN MORE THAN 3,300 BARIATRIC PROCEDURES PERFORMED AT THE CENTER FOR SURGICAL WEIGHT LOSS. JEFFERSON WASHINGTON TOWNSHIP HOSPITAL BY THE NUMBERS ----------------------------------------------------- - 230 ACUTE CARE BEDS - 1,566 ASSOCIATES - 65,218 EMERGENCY DEPARTMENT VISITS - 13,001 HOSPITAL ADMISSIONS - 18,292 SURGICAL PROCEDURES PERFORMED - 28,734 DIALYSIS CENTER VISITS - 7,689 BEHAVIORAL HEALTH ENCOUNTERS - 990 BIRTHS JEFFERSON WASHINGTON TOWNSHIP HOSPITAL PLANS TO UNDERGO A $205 MILLION EXPANSION, ADDING A NEW MULTI-LEVEL HOSPITAL TOWER WITH PRIVATE ROOMS AND A 700-SPACE PARKING FACILITY. VOLUNTEERING ------------ JEFFERSON HEALTH NEW JERSEY IS GRATEFUL TO HAVE THE HELP AND SUPPORT OF HUNDREDS OF COMMUNITY MEMBERS WHO VOLUNTEER AT OUR FACILITIES. IN 2017, MORE THAN 375 VOLUNTEERS OF ALL AGES CONTRIBUTED 36,250 HOURS OF SERVICE TO OUR PATIENTS, VISITORS AND ASSOCIATES IN NEARLY 70 LOCATIONS/DEPARTMENTS THROUGHOUT OUR HEALTH SYSTEM. MAGEE REHABILITATION HOSPITAL ============================= MAGEE REHABILITATION HOSPITAL IS ONE OF 14 FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTERS. THE BRAIN INJURY REHAB PROGRAM AT MAGEE REHABILITATION HOSITAL WAS THE VERY FIRST TO BE ACCREDITED BY THE COMMISSION OF THE ACCREDITATION OF REHABILITATION FACILITIES (CARF). OUR HISTORY ----------- THE FIRST CHAPTER: ANNA JUSTINA MAGEE WAS A FIFTH GENERATION DESCENDANT OF JOHANN CHRISTIAN AND CHRISTINA KNEASS WHO ARRIVED IN PHILADELPHIA FROM ROTTERDAM IN SEPTEMBER 1753. MISS MAGEE WAS BORN ON JANUARY 21, 1843, THE FOURTH DAUGHTER AND ONE OF SEVEN CHILDREN OF JAMES AND CAROLINE MAGEE. JAMES MAGEE AND HIS BUSINESS PARTNER GEORGE TABER MANUFACTURED SADDLERY HARDWARE AT 4TH AND MARKET STREETS, AND FOUND A VERY POPULAR OUTLET FOR THEIR GOODS IN NEW ORLEANS. AS THEIR SOUTHERN TRADE FLOURISHED, THEY INVESTED IN LANDS IN THE SOUTHERN STATES. SOON, THEY FORMED ANOTHER FIRM BEARING THE MAGEE NAME IN NEW ORLEANS WHILE CONTINUING TO DO BUSINESS IN PHILADELPHIA. THE SECOND CHAPTER: JAMES MAGEE RETIRED FROM THE BUSINESS IN 1847 TO PURSUE OTHER INTERESTS. KNOWN AS THE FATHER OF THE PENNSYLVANIA RAILROAD, HE WAS ONE OF ITS INCORPORATORS AND FIRST DIRECTORS. BESIDES OTHER RAILROAD INTERESTS, HE FOUNDED AND SERVED AS THE FIRST PRESIDENT OF WESTMORELAND COAL COMPANY. HE WAS ON ITS BOARD OF DIRECTORS UNTIL HIS DEATH IN 1878. DURING THE SAME PERIOD, HE WAS A VESTRYMAN OF ST. STEPHEN'S EPISCOPAL CHURCH AT 19 SOUTH 10TH STREET IN PHILADELPHIA, WHERE ANNA MAGEE ALSO WORSHIPED AND, IN TRIBUTE TO HER FATHER, LATER BECAME ONE OF ITS MAJOR BENEFACTORS. THE THIRD CHAPTER: AS AN ADULT MISS MAGEE WAS ACTIVE IN MANY RELIGIOUS AND CIVIC ORGANIZATIONS, INCLUDING THE ACORN CLUB, THE PHILADELPHIA SOCIETY OF COLONIAL DAMES OF AMERICA, THE PHILADELPHIA CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION, THE ASSOCIATE COMMITTEE OF WOMEN TO THE BOARD OF TRUSTEES OF THE PENNSYLVANIA SCHOOL OF INDUSTRIAL ART, AND THE HISTORICAL AND GENEALOGICAL SOCIETIES OF PENNSYLVANIA. DESPITE THESE ACTIVITIES, ANNA MAGEE LIVED VERY PRIVATELY AT 1720 WALNUT STREET UNTIL SHE DIED IN 1923 AT THE AGE OF 80. IN HER WILL, IN MEMORY OF HER PARENTS, SHE ENDOWED THE MAGEE PROFESSORSHIP OF MEDICINE AT THE JEFFERSON MEDICAL COLLEGE. AND, WITH A GIFT OF $1,285,000, SHE ESTABLISHED WHAT IS NOW MAGEE REHABILITATION HOSPITAL. ANNA MAGEE BELIEVED THAT THE CITY'S HOSPITAL WARDS WERE OVERCROWDED BECAUSE NEEDY PATIENTS, ALTHOUGH THEY COULD NOT RESUME THEIR NORMAL OCCUPATIONS OR DUTIES, REMAINED THERE TOO LONG AFTER PASSING THE INITIAL STAGE OF ACUTE ILLNESS OR INJURY. SHE ALSO DID NOT WANT PATIENTS' FAMILIES TO BE BURDENED WITH THEIR SUPPORT. SHE ENVISIONED A HOSPITAL FOR CONVALESCENTSONE, SHE STATED THAT SHOULD ENSURE "THE HIGHEST DEGREE OF REASONABLE COMFORT AND HEALTHFULNESS," IN A "STATELY AND DIGNIFIED" BUILDING IN WHICH "NO MONEY SHOULD BE MISUSED FOR ARCHITECTURAL ORNAMENT."
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	THE FOURTH CHAPTER: IN 1954, THE ORPHAN'S COURT OF PHILADELPHIA PERMITTED THE USE OF THE MAGEE TRUST FUND TO ESTABLISH A REHABILITATION CENTER, RULING THAT REHABILITATION WAS NOW SEEN AS A DYNAMIC FORM OF CONVALESCENT CARE AND THAT SUCH SERVICE WAS CONSISTENT WITH THE WISHES OF ANNA MAGEE. THE SEARCH FOR A FOUNDING DIRECTOR OF THE HOSPITAL LED TO H. FRAZER PARRY, M.D., WHO HAD STUDIED WITH DRS. RUSK AND KRUSEN. HE ASSUMED THE POST IN SEPTEMBER 1955, SETTING UP OFFICE SPACE AT 1500 WALNUT STREET WHERE HE WORKED WITH A TEAM TO FIND AN APPROPRIATE BUILDING FOR THE HOSPITAL. A FORMER FACTORY AT 1513 RACE STREET WAS IDEAL BECAUSE OF ITS CENTRAL LOCATION, OPEN FLOOR SPACE, AND RELATIVELY FEW WALLS THAT WOULD HAVE TO BE TAKEN DOWN. THE BUILDING WAS PURCHASED FROM AMERICAN METER COMPANY, AND CONSTRUCTION AND RENOVATIONS BEGAN IN DECEMBER 1956. THE TOTAL COST OF THE PROJECT, WHICH WAS DESIGNED FOR 39 PATIENTS, AMOUNTED TO ABOUT $2.5 MILLION. OPENING CEREMONIES FOR MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS WERE HELD ON MARCH 9, 1958, AND WITH A STAFF OF 30 IN PLACE, THE HOSPITAL, THE FIRST OF ITS KIND IN PHILADELPHIA, BEGAN ADMITTING PATIENTS THE VERY NEXT DAY. IN THE FIRST TWO YEARS, APPROXIMATELY 57 PERCENT OF THE CARE WAS FREE. TODAY: LEADING THE WAY IN INNOVATIVE TECHNIQUES AND REHABILITATION THERAPY FROM THE VERY BEGINNING, MAGEE REHABILITATION IS NOW ACCLAIMED AS ONE OF THE BEST REHABILITATION HOSPITALS IN THE NATION, DUE TO THE VISION OF ANNA MAGEE AND HER LEGACY TO THE COMMUNITY IN THE PHILADELPHIA REGION. WITH OVER 50 YEARS EXPERIENCE IN REHABILITATION CARE, MAGEE STANDS ALONE IN OFFERING OUTSTANDING CARE FOR THE PATIENTS WE ARE PRIVILEGED TO SERVE. 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. 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 OUR 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. 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). 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.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	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	THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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	IRA BRIND, ESQ., WILLIAM A. LANDMAN AND ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP.
CORE FORM, PART VI, SECTION A, QUESTION 4	ON SEPTEMBER 9, 2016, THOMAS JEFFERSON UNIVERSITY ("TJU") ENTERED INTO A "UNIVERSITY COMBINATION AGREEMENT" WITH PHILADELPHIA UNIVERSITY, WHICH AT THE TIME WAS AN INDEPENDENT, NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AND RECOGNIZED AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND WHICH OPERATED A COEDUCATIONAL INSTITUTION. ON JULY 1, 2017 THE PARTIES CONSUMMATED THE TRANSACTION CONTEMPLATED BY THE AGREEMENT, WITH PHILADELPHIA UNIVERSITY AMENDING AND RESTATING ITS ARTICLES OF INCORPORATION TO BECOME A MEMBERSHIP CORPORATION WITH TJU AS ITS SOLE MEMBER. ALTHOUGH THERE REMAIN TWO NON-PROFIT CORPORATIONS, WITH THOMAS JEFFERSON UNIVERSITY AS THE SOLE CORPORATE MEMBER OF PHILADELPHIA UNIVERSITY, THE JULY 1, 2017 TRANSACTION RESULTED IN THE COMBINATION OF THE TWO POSTSECONDARY EDUCATIONAL INSTITUTIONS INTO A SINGLE POSTSECONDARY EDUCATION INSTITUTION OPERATING AS TJU. ADDITIONALLY, EFFECTIVE SEPTEMBER 1, 2017, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE CORPORATE MEMBER OF KENNEDY HEALTH SYSTEM, INC. ("KHS"). TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF KHS AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 10 MEMBERS DESIGNATED BY KHS. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF KHS WAS INTENDED TO ENHANCE ACCESS TO HIGH QUALITY, COST EFFECTIVE CARE TO THE COMMUNITIES SERVED BY BOTH ORGANIZATIONS AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. LASTLY, EFFECTIVE JANUARY 5, 2018, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF MAGEE REHABILITATION HOSPITAL ("MAGEE"). MAGEE IS A NOT FOR PROFIT HEALTHCARE ORGANIZATION LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF MAGEE AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 2 MEMBERS DESIGNATED BY MAGEE. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF MAGEE IS INTENDED TO EXPAND THE CONTINUUM OF CARE PROVIDED BY TJU BY ENHANCING THE REHABILITATION SERVICES PROVIDED TO PATIENTS FOLLOWING DISCHARGE FROM THE ACUTE CARE HOSPITAL SETTING AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. TJU IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AND RECOGNIZED AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TJU AND ITS AFFILIATES INCLUDE A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS A RESULT OF THE ACQUISITION OF KHS AND BUSINESS/UNIVERSITY COMBINATIONS WITH MAGEE AND PHILADELPHIA UNIVERSITY, EACH ORGANIZATION PREPARED AMENDED AND RESTATED ARTICLES OF INCORPORATION WHERE TJU BECAME THE SOLE MEMBER OF PHILADELPHIA UNIVERSITY, KHS AND MAGEE.
CORE FORM, PART VI, SECTION B, QUESTION 11B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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 AND ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATION FINANCE AND CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND ASSOCIATE VICE PRESIDENT AND 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 ORGANIZATION'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 THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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 CONFLICTS 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 THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS 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 COMMITTEES PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEES DECISIONS ARE MADE IN ACCORDANCE WITH 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 HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, 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 MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J	STEVEN E. MCKENZIE, M.D., PH.D., FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH SYSTEM AS A PROFESSOR OF THOMAS JEFFERSON UNIVERSITY AND A PHYSICIAN OF JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THEODORE TARASCHI, FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH SYSTEM AS THE ASSOCIATE PROVOST FOR RESEARCH CONDUCT AND COMPLIANCE AT THOMAS JEFFERSON UNIVERSITY.
CORE FORM, PART VII, SECTION A, COLUMN B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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 THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2006B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2009A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A, - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018C; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, INC., EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - ARIA HEALTH, EIN: 23-0596940 - ARIA HEALTH SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED ON THIS ORGANIZATION'S FEDERAL FORM 990, SCHEDULE K.
CORE FORM, PART XI; QUESTION 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - INCREASE IN PENSION LIABILITY - $46,517,711; AND - OTHER CHANGES IN TEMPORARILY RESTRICTED NET ASSETS - ($573,617).
CORE FORM, PART XII; QUESTION 2	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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. THE ORGANIZATION'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.
CORE FORM, PART XII; QUESTION 3	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.

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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- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach 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

Employer identification number

23-1352651

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) 925 WALNUT HOLDING LLC 1020 WALNUT STREET PHILADELPHIA,PA19107 81-3840390	REAL ESTATE	PA	529,471	11,280,930	TJU
(2) TJU FAIRWATER LLC 1020 WALNUT STREET PHILADELPHIA,PA19107 47-3445382	INVESTMENTS	NY	0	0	TJU
(3) JEFFERSON HORIZON RESEARCH LLC 601 WALNUT STREET PHILADELPHIA,PA19106 83-2402762	RESEARCH	PA	0	0	TJU

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?
(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	Yes	No
(1)TJUH SYSTEM INC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 26-3026795	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	TJU	Yes
(2)THOMAS JEFFERSON UNIVERSITY HOSPITALS C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2829095	HEALTH SVCS.	PA	501(C)(3)	HOSPITAL	TJUH SYSTEM		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	Yes
(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	Yes
(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	Yes
(23)KENNEDY HEALTH SYSTEM INC 500 MARLBORO AVENUE CHERRY HILL,NJ08002 22-2442036	HEALTH SVCS.	NJ	501(C)(3)	509(A)(1)	TJU	Yes
(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	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) 1100 WALNUT ASSOC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2332396	MEDICAL OFFICE	PA	NA
(2) JEFF UNIV RAD ASSOC 840 CRESCENT CTR DR FRANKLIN,TN37067 41-2043518	HEALTH SVCS.	PA	NA
(3) JEFF COMP CONC CTR 4050 S 26TH ST PHILADELPHIA,PA19145 46-4254983	HEALTH SVCS.	PA	NA
(4) RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA,PA19112 26-3910345	HEALTH SVCS.	PA	NA
(5) RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA,PA19112 26-3911509	HEALTH SVCS.	PA	NA
(6) ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD,KS66211 27-0260289	HEALTH SVCS.	PA	NA
(7) JEFFHEDGE LLC 1301 2ND AVE SEATTLE,WA98101 45-3214379	INVESTMENTS	DE	TJU	RELATED	746,662	68,992,993		No	0	Yes		70.982 %
(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?
(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		Yes	No
(1) TJU INC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2146678	REAL ESTATE	PA	TJU	C CORP.	714,253	95,886	100.000 %	Yes
(2) WALNUT REALTY CO C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2332416	REAL ESTATE	PA	TJU	C CORP.	7,215	0	100.000 %	Yes
(3) ATRIUM CORPORATION C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2075587	HEALTH SVCS.	PA	NA	C CORP.					No
(4) HEALTHMARK INC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2259593	HEALTH SVCS.	PA	NA	C CORP.					No
(5) JEFFERSON ACUTE CARE PHYSICIANS PC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 47-2639286	HEALTH SVCS.	PA	NA	C CORP.					No
(6) JEFFCARE INC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2830152	HEALTH SVCS.	PA	NA	C CORP.					No
(7) MID-ATLANTIC MATERNAL FETAL INSTITUTE C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 23-2922471	INACTIVE	PA	NA	C CORP.					No
(8) MID-ATLANTIC MATERNAL FETAL INSTITUTE PC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 22-3536371	INACTIVE	NJ	NA	C CORP.					No
(9) JEFFERSON PHYSICIAN SVCS OF CALIFORNIA C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 37-1856786	INACTIVE	CA	NA	C CORP.					No
(10) 925 WALNUT STREET CORP C/O TJU601 WALNUT STSTE 925E PHILADELPHIA,PA19106 84-1657497	REAL ESTATE	PA	NA	S CORP.					No
(11) SYSTEM SERVICE CORPORATION 1105 N MARKET STREET WILMINGTON,DE19801 23-2218944	HOLDING CO.	DE	NA	C CORP.					No
(12) TF DEVELOPMENT LTD 3 VILLAGE ROAD HORSHAM,PA19044 23-2197865	REAL ESTATE	PA	NA	C CORP.					No
(13) HEALTH CARE INC 10800 KNIGHTS ROAD PHILADELPHIA,PA19114 20-0214524	HEALTH SVCS.	PA	NA	C CORP.					No
(14) KENNEDY MANAGEMENT GROUP INC 500 MARLBORO AVENUE CHERRY HILL,NJ08002 22-3347294	MANAGEMENT	NJ	NA	C CORP.					No
(15) PROFESSIONAL MEDICAL MANAGEMENT INC 500 MARLBORO AVENUE CHERRY HILL,NJ08002 22-2559690	COLLECTION SVCS.	NJ	NA	C CORP.					No
(16) KENNEDY ACCESS INCORPORATED 500 MARLBORO AVENUE CHERRY HILL,NJ08002 47-2661672	INACTIVE	NJ	NA	C CORP.					No

Schedule R (Form 990) 2019

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

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 .....................

Yes

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

Yes

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

Yes

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

Yes

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

Yes

s Other transfer of cash or property from related organization(s) ............................

Yes

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

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)	(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?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. (see instructions).

Return Reference

Explanation

SCHEDULE R, PART V

THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THIS ORGANIZATION 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

Additional Data

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1	Briefly describe the organization’s mission or most significant activities: IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	44
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	40
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	5,590
6	Total number of volunteers (estimate if necessary) .............	6	2,212
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	3,862,148
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	3,763,840

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	40,274,409	30,787,594
9	Program service revenue (Part VIII, line 2g) .........	542,313,254	607,063,863
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	13,618,761	50,056,736
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,905,168	8,968,794
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	600,111,592	696,876,987
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	20,586,943	22,677,771
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)	339,907,569	383,222,346
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 7,864,228
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	226,585,148	272,146,285
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	587,079,660	678,046,402
19	Revenue less expenses. Subtract line 18 from line 12.......	13,031,932	18,830,585
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	2,183,647,224	2,783,358,881
21	Total liabilities (Part X, line 26).............	1,537,884,197	2,072,010,733
22	Net assets or fund balances. Subtract line 21 from line 20.....	645,763,027	711,348,148

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	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 241,741,675 including grants of $ 15,563,044 ) (Revenue $ 252,644,719 )
	EXPENSES INCURRED IN EDUCATING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS. THE SIDNEY KIMMEL MEDICAL COLLEGE PROVIDES UNDERGRADUATE MEDICAL EDUCATION. THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS PROVIDES UNDERGRADUATE AND GRADUATE EDUCATION IN A VARIETY OF FIELDS INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, BIOMEDICAL SCIENCES AND RADIOLOGIC SCIENCES. THE JEFFERSON COLLEGE OF NURSING OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS IN NURSING. THE JEFFERSON COLLEGE OF PHARMACY OFFERS A DOCTOR OF PHARMACY DEGREE AND THE JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES AND POPULATION HEALTH OFFER MASTERS AND DOCTORAL PROGRAMS.

4b	(Code: ) (Expenses $ 107,982,991 including grants of $ 7,114,727 ) (Revenue $ 96,106,544 )
	EXPENSES INCURRED IN PROVIDING BASIC AND CLINICAL SCIENCE RESEARCH EXTENDING FROM THE LABORATORY TO THE BEDSIDE AND INTO THE COMMUNITY. OUR CLINICAL AND RESEARCH TEAMS WORK TOGETHER TO ADDRESS TODAY'S MOST PRESSING HEALTH CONCERNS. PARTICULAR EMPHASIS IS PLACED ON RESEARCH IN THE FOLLOWING AREAS: CANCER AND CANCER BIOLOGY; CARDIAC AND CARDIOVASCULAR BIOLOGY; NEUROSCIENCE; POPULATION AND PUBLIC HEALTH; INFECTIOUS DISEASE AND VACCINES.

4c	(Code: ) (Expenses $ 255,504,659 including grants of $ 0 ) (Revenue $ 267,028,441 )
	EXPENSES INCURRED IN FUNCTIONING AS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses605,229,325

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	23,003,550	5,915,930	6,549,290

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	239,778
d	Related organizations		1d	85,000
e	Government grants (contributions)		1e	1,000,000

f	All other contributions, gifts, grants, and similar amounts not included above		1f	29,462,816

g	Noncash contributions included in lines 1a - 1f:$		1g	2,623,981

h Total. Add lines 1a-1f.......		30,787,594

		Business Code
2a	EDUCATION	611300	252,644,719	252,644,719
b	ACADEMIC RESEARCH	547712	96,106,544	96,106,544
c	RENTAL INCOME FROM AFFILIATES	351190	2,125,137	2,125,137
d	PROGRAM SERVICE RELATED REVENUE	611300	256,187,463	256,187,463
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		607,063,863

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,593,735		802,951	790,784
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents		2,753,062	6a
b	Less: rental expenses		2,500,109	6b
c	Rental income or (loss)	0	252,953	6c
d	Net rental income or (loss).......			252,953			252,953
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		48,463,001	7a
b	Less: cost or other basis and sales expenses			7b
c	Gain or (loss)		48,463,001	7c
d	Net gain or (loss).........			48,463,001		3,052,540	45,410,461
8a	Gross income from fundraising events (not including $ 239,778of contributions reported on line 1c). See Part IV, line 18 ....
			8a	505,058
b	Less: direct expenses ...		8b	505,058
c	Net income or (loss) from fundraising events..
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..			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..			0
Business Code			Miscellaneous Revenue
11a	PARKING		541800	8,709,184	8,709,184
b	BOOKSTORE		541800	6,657		6,657
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			8,715,841
12	Total revenue. See instructions.....			696,876,987	615,773,047	3,862,148	46,454,198

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	5,349,527	5,349,527
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	15,563,044	15,563,044
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	1,765,200	1,765,200
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	23,823,907	21,346,660	2,085,519	391,728
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........	287,242,684	257,374,741	25,144,915	4,723,028
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	13,760,231	12,329,421	1,204,555	226,255
9	Other employee benefits .......	38,650,299	34,631,381	3,383,405	635,513
10	Payroll taxes ...........	19,745,225	18,018,755	1,467,591	258,879
11	Fees for services (non-employees):
a	Management ......	706,983	706,983
b	Legal .........	5,590,180	4,963,147	627,033
c	Accounting ...........	1,616,087	1,253,026	363,061
d	Lobbying ...........	727,324	617,490	109,834
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	5,081,554	5,081,554
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	56,549,292	45,574,705	10,765,646	208,941
12	Advertising and promotion ....	15,056,159	11,735,220	3,320,204	735
13	Office expenses .......	16,897,377	14,961,057	1,528,080	408,240
14	Information technology ......	26,146,313	20,438,887	5,564,574	142,852
15	Royalties ..	0
16	Occupancy ...........	31,841,693	24,971,965	6,493,309	376,419
17	Travel ............	17,226,661	16,847,364	243,954	135,343
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	1,881,234	1,710,891	163,790	6,553
20	Interest ...........	9,303,351	9,303,351
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	28,088,067	28,088,067
23	Insurance ...	-2,686,211	-3,049,424	363,213
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	RESEARCH SUPPLIES	10,371,341	10,371,209	132	0
b	REPAIRS & MAINTENANCE	7,784,763	6,439,432	1,345,331	0
c	DUES & SUBSCRIPTIONS	8,273,274	7,480,260	778,554	14,460
d	MEDICAL SUPPLIES	7,345,424	7,345,275	149	0
e	All other expenses	24,345,419	24,010,137		335,282
25	Total functional expenses. Add lines 1 through 24e	678,046,402	605,229,325	64,952,849	7,864,228
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			25,183,523	2	105,463,201
3	Pledges and grants receivable, net ......			111,359,436	3	101,996,292
4	Accounts receivable, net .............			14,649,777	4	15,986,725
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 .......
				300,000	5	300,000
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 ...........			26,280,896	7	24,044,207
8	Inventories for sale or use ............			1,271,869	8	1,565,696
9	Prepaid expenses and deferred charges ......			19,613,672	9	22,534,300
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	869,848,633
b	Less: accumulated depreciation	10b	481,317,309	364,167,318	10c	388,531,324
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 ..			725,650,965	13	983,708,293
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			895,169,768	15	1,139,228,843
16	Total assets. Add lines 1 through 15 (must equal line 33)...			2,183,647,224	16	2,783,358,881

17	Accounts payable and accrued expenses .....	108,265,490	17	178,770,399
18	Grants payable ...	0	18	0
19	Deferred revenue .........	20,190,624	19	20,967,162
20	Tax-exempt bond liabilities .........	1,173,738,791	20	1,674,287,074
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 ..	102,558	23	76,050
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	235,586,734	25	197,910,048
26	Total liabilities. Add lines 17 through 25..	1,537,884,197	26	2,072,010,733

	Organizations that follow FASB ASC 958, check here 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 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 ...........	645,763,027	32	711,348,148
33	Total liabilities and net assets/fund balances ........	2,183,647,224	33	2,783,358,881

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No