Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2017 , and ending 06-30-2018
BCheck if applicable:
CName of organization
ABINGTON HEALTH FOUNDATION
 
% MICHAEL B WALSH
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1200 OLD YORK ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ABINGTON, PA19001
D Employer identification number

23-2188052
E Telephone number

G Gross receipts $ 291,018,712
F Name and address of principal officer:
LAURENCE M MERLIS
1200 OLD YORK ROAD
ABINGTON,PA19001
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ABINGTONHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1992
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS & SERVICES OF ABINGTON MEMORIAL HOSPITAL & LANSDALE HOSPITAL CORPORATION; RELATED IRC SECTION 501(C)(3) TAX-EXEMPT ORGS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 57
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 49
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 510
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 12,645,809 10,599,537
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 35,345,252 279,660,828
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 255,453 268,631
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 48,246,514 290,528,996
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,469,214 6,576,456
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 112,009 104,683
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet104,683    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 955,996 1,026,958
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,537,219 7,708,097
19 Revenue less expenses. Subtract line 18 from line 12....... 38,709,295 282,820,899
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 870,109,260 942,279,733
21 Total liabilities (Part X, line 26)............. 10,627,164 11,018,088
22 Net assets or fund balances. Subtract line 21 from line 20..... 859,482,096 931,261,645
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
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Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,496,486 including grants of $ 6,576,456 ) (Revenue $ 0 )
EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet7,496,486
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
 
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
49
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
 
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
57
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
49
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMICHAEL B WALSH1200 OLD YORK ROAD   ABINGTON,PA19001 (215) 481-2851
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BRUCE K ENTWISLE......................................................................
CHAIRMAN - TRUSTEE
 5.0
.................
0.0 		X   X       0 0 0
(2) JEAN FITZPATRICK PHD......................................................................
VICE CHAIR - TRUSTEE
 5.0
.................
0.0 		X   X       0 0 0
(3) JOHN A BOWN JR......................................................................
SECRETARY - TRUSTEE
 5.0
.................
0.0 		X   X       0 0 0
(4) REV CHARLES QUANN......................................................................
TREASURER - TRUSTEE
 5.0
.................
0.0 		X   X       0 0 0
(5) DAVID ARCHIBALD EDD......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(6) EDWARD K ASPLUNDH......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(7) ROBERT BARSKY DO......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(8) HELEN R BOSLEY......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(9) ARNOLD W BRADBURD......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(10) DOUGLAS S CALLANTINE......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(11) GERARD M CLEARY DO......................................................................
TRUSTEE; EX-OFFICIO
 55.0
.................
0.0 		X           0 137,188 12,458
(12) EDITH R DIXON......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(13) MARK L DOOLEY......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(14) GEORGE T DOWNS III......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(15) DAVID J ESKIN MD......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(16) MARK R ESKIN......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
(17) WILLIAM W FONNER......................................................................
TRUSTEE
 2.0
.................
0.0 		X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) GAIL GARBER........................................................................
TRUSTEE; EX-OFFICIO
 2.0
.......................0.0 		X           0 0 0
(19) BRUCE GOODMAN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(20) HARVEY GUTTMANN MD........................................................................
TRUSTEE; EX-OFFICIO
 2.0
.......................0.0 		X           0 0 0
(21) DAVID L HARRAR........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(22) MARILYN D HARRIS........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(23) THOMAS HILL........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(24) HYMAN R KAHN MD........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(25) SUSAN KENNEDY MD PHD........................................................................
TRUSTEE; EX-OFFICIO
 2.0
.......................0.0 		X           0 0 0
(26) H LEWIS KLEIN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(27) RICHARD KRAUSS........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(28) JOSEPHINE C MANDEVILLE........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(29) LINDA MANFREDONIA ESQ........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(30) WARREN B MATTHEWS MD........................................................................
TRUSTEE - PHYSICIAN
 55.0
.......................0.0 		X           0 321,799 28,568
(31) MARGARET M MCGOLDRICK........................................................................
TRUSTEE - PRESIDENT, AMH/LHC
 55.0
.......................0.0 		X   X       0 894,272 198,061
(32) LAURENCE M MERLIS........................................................................
TRUSTEE-EVP,COO-JEFFERSON HLTH
 55.0
.......................0.0 		X   X       0 2,219,845 630,721
(33) REEVES MILLER........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(34) NEAL PEARLSTINE ESQ........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(35) FREDERICK PENNEKAMP........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(36) ROBERT PETERMAN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(37) REV DR BRUCE W PETTY SR........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(38) DONALD PIZER........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(39) LORRAINE C PRUITT........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(40) ROBERT J RIETHMILLER JR........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(41) JEREMY A ROSENAU........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(42) ANDREW D RUBIN........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(43) HERBERT L SACHS........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(44) MICHAEL SCULLY........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(45) FREDDA L SEGAL........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(46) STANLEY A SINGER........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(47) JOSEPHINE B SMITH........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(48) RICHARD SNYDER MD........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 43,696 0
(49) STEVEN E SPENCER MD........................................................................
TRUSTEE - MEDICAL DIRECTOR
 55.0
.......................0.0 		X           0 293,320 19,640
(50) JAMES STILL........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(51) ELLIOT W STONE........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(52) KEITH W SWEIGARD MD........................................................................
TRUSTEE - MEDICAL DIV CHIEF
 55.0
.......................0.0 		X           0 499,388 91,001
(53) BRUCE E TOLL........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(54) OSCAR P VANCE JR........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(55) ROBERT P VOGEL ESQ........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(56) MARY ANN WATSON........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(57) HOWARD ZIPIN MD........................................................................
TRUSTEE
 2.0
.......................0.0 		X           0 0 0
(58) KRISTA BUERGER........................................................................
TREASURER - TRUSTEE (TERMED)
 5.0
.......................0.0 		X   X       0 0 0
(59) CAROL ROHBAK DURHAM........................................................................
TRUSTEE (TERMED)
 2.0
.......................0.0 		X           0 0 0
(60) JOHN J KELLY MD........................................................................
TRUSTEE - EVP & CCO (TERMED)
 55.0
.......................0.0 		X   X       0 972,128 17,848
(61) DANIEL J REAVY........................................................................
TRUSTEE (TERMED)
 2.0
.......................0.0 		X           0 0 0
(62) ROBERT W WHITE........................................................................
TRUSTEE (TERMED)
 2.0
.......................0.0 		X           0 0 0
(63) MICHAEL B WALSH........................................................................
SR VP; FINANCE/CFO
 55.0
.......................0.0 		    X       0 827,636 193,970
(64) JILL G KYLE........................................................................
SR VP; REGIONAL ADVANCEMENT
 55.0
.......................0.0 		    X       0 434,485 76,509
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 6,643,757 1,268,776
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
WESTERN ASSET MANAGEMENT,
620 8TH AVENUE 50TH FLOOR
NEW YORK,NY10018 		INVESTMENT MGMT. 361,424
MERGANSER CAPITAL MANAGEMENT LLC,
99 HIGH STREET
BOSTON,MA02110 		INVESTMENT MGMT. 122,291
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 582,278
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 10,017,259
g Noncash contributions included in lines 1a - 1f:$ 1g 627,794
h Total. Add lines 1a-1f.......MediumBullet 10,599,537
Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 0
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 18,663,003     18,663,003
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   260,997,825 7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)   260,997,825 7c
d Net gain or (loss).........MediumBullet 260,997,825     260,997,825
8a Gross income from fundraising events (not including $ 582,278of contributions reported on line 1c). See Part IV, line 18 ....
8a 489,716
b Less: direct expenses ... 8b 489,716
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 2,147
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 2,147     2,147
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a VENDING INCOME 722511 266,484     266,484
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 266,484
12 Total revenue. See instructions.....MediumBullet 290,528,996     279,929,459
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 6,576,456 6,576,456
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 104,683 104,683
f Investment management fees ...... 565,092 508,583 56,509  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0      
12 Advertising and promotion .... 0      
13 Office expenses ....... 1,344 1,210 134  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 12,000 10,800 1,200  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PURCHASED SERVICES 448,522 399,437 49,085 0
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 7,708,097 7,496,486 106,928 104,683
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 24,424 2 0
3 Pledges and grants receivable, net ...... 12,479,935 3 9,639,961
4 Accounts receivable, net ............. 0 4 0
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b   0 10c 0
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 .. 855,582,154 13 934,201,511
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 2,022,747 15 -1,561,739
16 Total assets. Add lines 1 through 15 (must equal line 33)... 870,109,260 16 942,279,733
Liabilities 17 Accounts payable and accrued expenses ..... 179,454 17 295,430
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 10,447,710 25 10,722,658
26 Total liabilities. Add lines 17 through 25.. 10,627,164 26 11,018,088
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions ..........   27  
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 859,482,096 32 931,261,645
33 Total liabilities and net assets/fund balances ........ 870,109,260 33 942,279,733
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
290,528,996
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
7,708,097
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
282,820,899
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
859,482,096
5
Net unrealized gains (losses) on investments ...............
5
-210,249,038
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-792,312
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
931,261,645
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 9,310,405 17,193,143 15,918,032 12,645,809 10,599,537 65,666,926
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 9,310,405 17,193,143 15,918,032 12,645,809 10,599,537 65,666,926
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).. 0
6 Public support. Subtract line 5 from line 4. 65,666,926
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 9,310,405 17,193,143 15,918,032 12,645,809 10,599,537 65,666,926
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 15,503,152 26,389,087 17,068,228 35,345,252 18,663,003 112,968,722
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 10 178,635,648
12
12
2,305,368
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
36.760 %
15
15
36.105 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2019

Schedule A (Form 990 or 990-EZ) 2019
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2019 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2019 		(iii)
Distributable
Amount for 2019
1 Distributable amount for 2019 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2019:
a From 2014.......  
b From 2015.......  
c From 2016.......  
d From 2017.......  
e From 2018.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2019 distributable amount  
i Carryover from 2014 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2019 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2019 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2019, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2019. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2020. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2015.....  
b Excess from 2016.....  
c Excess from 2017.....  
d Excess from 2018.....  
e Excess from 2019.....  
Schedule A (Form 990 or 990-EZ) (2019)

Schedule A (Form 990 or 990-EZ) 2019
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that 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
ABINGTON HEALTH FOUNDATION
  		Employer identification number
23-2188052
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
ABINGTON HEALTH FOUNDATION
  		Employer identification number

23-2188052
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
ABINGTON HEALTH FOUNDATION
  		Employer identification number

23-2188052
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 30,819,176 30,641,177 29,940,232 29,528,363 28,188,526
b Contributions ... 615,311 177,999 700,945 411,869 1,339,837
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses ....          
g End of year balance ...... 31,434,487 30,819,176 30,641,177 29,940,232 29,528,363
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....        
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet  
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)SHORT-TERM INVESTMENTS 820,690,320 F
(2)ASSETS WHOSE USE IS LIMITED 27,991,131 F
(3)INVESTMENTS 77,843,367 F
(4)PERPETUAL TRUSTS 7,676,693 F
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 934,201,511
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
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 10,722,658
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
FORM 990, SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM 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 SYSTEMS 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


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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 arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 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) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
DAVID SANDERS COMMUN
124 FITZWATER STREET
 
PHILADELPHIA, PA19147 		CAMPAIGN PLAN   No   57,440  
DONNA FINK
28 GERALD AVENUE
 
FEASTERVILLE, PA19053 		PHILAN. CONSULTING   No   11,300  
IDONEUS CONSULTING LLC
4348 CHRISTIAN SPRINGS ROAD
 
NAZARETH, PA18064 		GRANT CONSULTING   No   11,480  
SCHULTZ AND WILLIAMS INC
1617 JFK BOULEVARD SUITE 1700
 
PHILADELPHIA, PA19103 		CAMPAIGN PLAN   No   24,463  
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   104,683  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
PA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2019
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.









VerticalRevenue
(a) Event #1

GALA
(event type) 		(b) Event #2

JF VILLAGE
(event type) 		(c) Other events

13
(total number) 		(d) Total events
(add col. (a) through col. (c))

1
Gross receipts . . . . .
291,835
398,268
381,891
1,071,994

2
Less: Contributions . . . .
222,029
149,853
210,396
582,278
3 Gross income (line 1 minus
line 2) . . . . . .
69,806
248,415
171,495
489,716



VerticalDirectExpenses
4 Cash prizes . . . . .     7,220 7,220
5 Noncash prizes . . . .        
6 Rent/facility costs . . . . 48,600 116,074 39,337 204,011
7 Food and beverages . . .   31,633 1,526 33,159
8 Entertainment . . . . 10,350 5,300 1,725 17,375
9 Other direct expenses . . . 10,856 95,408 121,687 227,951
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 489,716
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1
Gross revenue . . . . .
 
 
 
 
VerticalDirectExpenses

2
Cash prizes . . . . .
 
 
 
 

3
Noncash prizes . . . .
 
 
 
 

4
Rent/facility costs . . . .
 
 
 
 

5
Other direct expenses . . .
 
 
 
 


6

Volunteer labor . . . .
%
%
%


7
Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow
 

8
Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow
 

9
Enter the state(s) in which the organization conducts gaming activities: PA
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
1200 OLD YORK ROAD   ABINGTON, PA19001
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
SCHEDULE G, PART III, QUESTION 16 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE, WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). THIS ORGANIZATION ITSELF HAS NO PAID PERSONNEL RECEIVING COMPENSATION DIRECTLY FROM THIS ORGANIZATION. RATHER, ABINGTON HEALTH FINANCE PERSONNEL ARE EMPLOYED BY AMH.
Schedule G (Form 990 or 990-EZ) 2019
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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number
23-2188052
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROAD
ABINGTON,PA19001 		23-1352152 501(C)(3) 6,305,958       GENERAL SUPPORT
(2) LANSDALE HOSPITAL CORPORATION
100 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446 		26-3359979 501(C)(3) 270,498       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS.
Schedule I (Form 990) 2019



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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
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1WARREN B MATTHEWS MD
TRUSTEE - PHYSICIAN 		(i)

(ii)		 0
-------------
306,199 		0
-------------
0 		0
-------------
15,600 		0
-------------
12,500 		0
-------------
16,068 		0
-------------
350,367 		0
-------------
0
2MARGARET M MCGOLDRICK
TRUSTEE - PRESIDENT, AMH/LHC 		(i)

(ii)		 0
-------------
502,821 		0
-------------
163,016 		0
-------------
228,435 		0
-------------
185,205 		0
-------------
12,856 		0
-------------
1,092,333 		0
-------------
200,235
3LAURENCE M MERLIS
TRUSTEE-EVP,COO-JEFFERSON HLTH 		(i)

(ii)		 0
-------------
1,106,165 		0
-------------
837,120 		0
-------------
276,560 		0
-------------
614,008 		0
-------------
16,713 		0
-------------
2,850,566 		0
-------------
221,229
4STEVEN E SPENCER MD
TRUSTEE - MEDICAL DIRECTOR 		(i)

(ii)		 0
-------------
260,810 		0
-------------
22,500 		0
-------------
10,010 		0
-------------
12,500 		0
-------------
7,140 		0
-------------
312,960 		0
-------------
0
5KEITH W SWEIGARD MD
TRUSTEE - MEDICAL DIV CHIEF 		(i)

(ii)		 0
-------------
359,703 		0
-------------
119,301 		0
-------------
20,384 		0
-------------
79,644 		0
-------------
11,357 		0
-------------
590,389 		0
-------------
0
6JOHN J KELLY MD
TRUSTEE - EVP & CCO (TERMED) 		(i)

(ii)		 0
-------------
403,181 		0
-------------
223,601 		0
-------------
345,346 		0
-------------
12,500 		0
-------------
5,348 		0
-------------
989,976 		0
-------------
15,364
7MICHAEL B WALSH
SR VP; FINANCE/CFO 		(i)

(ii)		 0
-------------
460,923 		0
-------------
131,699 		0
-------------
235,014 		0
-------------
179,581 		0
-------------
14,389 		0
-------------
1,021,606 		0
-------------
211,884
8JILL G KYLE
SR VP; REGIONAL ADVANCEMENT 		(i)

(ii)		 0
-------------
275,699 		0
-------------
88,550 		0
-------------
70,236 		0
-------------
64,723 		0
-------------
11,786 		0
-------------
510,994 		0
-------------
46,351
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2017 FORMS W-2.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN HIS 2017 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: JOHN J. KELLY, M.D., $295,393.
SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE INDIVIDUAL HAS SATISFIED THE AGE AND YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $181,713; LAURENCE M. MERLIS, $132,556; MICHAEL B. WALSH, $211,884 AND JILL G. KYLE, $26,967. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $154,186; LAURENCE M. MERLIS, $118,852; KEITH W. SWEIGARD, M.D., $48,363; MICHAEL B. WALSH, $167,081 AND JILL G. KYLE, $35,175. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A TJU RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $449,760.
SCHEDULE J, PART I, QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2017 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN F THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AND EXECUFLEX PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $200,235; LAURENCE M. MERLIS, $221,229; JOHN J. KELLY, M.D., $15,364; MICHAEL B. WALSH, $211,884 AND JILL G. KYLE, $46,351. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION.
Schedule J (Form 990) 2019

Additional Data


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

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

23-2188052
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 13 593,439 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS ITEMS ) X 3 34,355 FMV
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I; QUESTION 32b THE ORGANIZATION UTILIZES THE SERVICES OF AN INDEPENDENT INVESTMENT MANAGEMENT FIRM TO SELL DONATED SECURITIES. THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES.
Schedule M (Form 990) (2019)

Additional Data


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

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

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Return Reference Explanation
CORE FORM, PART III ABINGTON HEALTH FOUNDATION ("AHF") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). EFFECTIVE APRIL 30, 2015 AT 11:59 PM, THOMAS JEFFERSON UNIVERSITY ("TJU"), A PENNSYLVANIA NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, BECAME THE SOLE CORPORATE MEMBER OF ABINGTON HEALTH ("AH"). THIS TRANSACTION WAS ACHIEVED BY THE FILING OF THE AMENDED AND RESTATED ARTICLES OF INCORPORATION. AS A RESULT OF THIS TRANSACTION, AH AND ITS SUBSIDIARIES, ABINGTON MEMORIAL HOSPITAL ("AMH"), LANSDALE HOSPITAL CORPORATION ("LHC"), AND ABINGTON HEALTH FOUNDATION (COLLECTIVELY, THE "SUBSIDIARIES"), BECAME SUBSIDIARIES OF TJU, CREATING A UNIVERSITY HEALTH SYSTEM, KNOWN AS JEFFERSON, THAT ENCOMPASSES THOMAS JEFFERSON UNIVERSITY PLUS JEFFERSON HEALTH. PART OF JEFFERSON HEALTH SINCE 2015, WHICH HAS ALSO RECENTLY MERGED WITH THE FORMER ARIA HEALTH AND KENNEDY HEALTH, THE COMBINED ENTITY INCLUDES FOURTEEN HOSPITALS AND 40+ 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 6,600 PHYSICIANS/PRACTITIONERS, 7,400 NURSES [FULL/PART TIME], 40+ OUTPATIENT AND URGENT CARE LOCATIONS; AND OVER 4.3 MILLION PATIENT INTERACTIONS ANNUALLY. THE PARTNERSHIP STRENGTHENS THE ENTERPRISES ABILITY TO CARE FOR THE COMMUNITIES WE SERVE. IN ADDITION, JEFFERSONS UNIQUE GOVERNANCE STRUCTURE CONTINUES AS A COMBINED BOARD WITH EQUAL REPRESENTATION FROM JEFFERSON, ABINGTON, ARIA AND KENNEDY. IN FY18, JEFFERSON HEALTH SIGNED A LETTER OF INTENT WITH EINSTEIN HEALTHCARE NETWORK OF PHILADELPHIA AND MONTGOMERY COUNTY, PENNSYLVANIA. THIS ADDITIONAL PARTNERSHIP BUILDS ON A SHARED GOVERNANCE MODEL THAT WOULD INCLUDE THE APPOINTMENT OF EINSTEIN HEALTHCARE NETWORK REPRESENTATIVES TO THE TJU BOARD. EHN INCLUDES THE LARGEST INDEPENDENT ACADEMIC MEDICAL CENTER IN THE PHILADELPHIA REGION. WITH MORE THAN 150 YEARS OF SERVICE TO THE COMMUNITY, EINSTEIN HAS A WEALTH OF EXPERIENCE, BLENDING A LONG AND DISTINGUISHED HISTORY WITH HIGH QUALITY, LEADING-EDGE MEDICINE. THE NETWORK ENCOMPASSES 8,500 EMPLOYEES AND FOUR INPATIENT HOSPITAL FACILITIES WITH 1,000 LICENSED BEDS WHICH INCLUDES AN INDEPENDENT ACADEMIC MEDICAL CENTER WITH OVER 400 RESIDENTS AND FELLOWS THROUGHOUT ITS FACILITIES. A DEFINITIVE AGREEMENT IS THE NEXT STEP IN THE PROCESS FOR FY19. THIS MERGER BRINGS CHANGES, BUT ONE THING REMAINS CONSTANT: ALL CHARITABLE GIFTS TO AHF ARE DIRECTED TO AMH AND LHC AND AFFILIATE LOCATIONS THROUGHOUT THE COMMUNITY, JUST AS DONORS WISH. ALL EXISTING DONOR-DESIGNATED FUNDS AND ENDOWMENTS THAT WERE ESTABLISHED TO SUPPORT SPECIFIC PROGRAMS AT AH WILL CONTINUE TO FUND THOSE SPECIFIC PURPOSES INTENDED BY DONORS. ABINGTON JEFFERSON HEALTH ENTITIES INCLUDE THE FOLLOWING: TWO HOSPITALS: TOGETHER, AMH AND LHC 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 INCLUDING THE NEW SITE OF THE SIDNEY KIMMEL CANCER CENTER ASPLUNDH CANCER PAVILION. IN ADDITION, TWO URGENT CARE CENTERS IN FLOURTOWN AND WILLOW GROVE, PENNSYLVANIA ARE AVAILABLE FOR THE COMMUNITY. PHYSICIANS- EMPLOYED PRACTICES LOCATED IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES WITH 69 LOCATIONS. EFFECTIVE JULY 1, 2017 OF THE NEW FISCAL YEAR FY18, PHILADELPHIA UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY COMPLETED THE OFFICIAL COMBINATION CREATING A NATIONAL COMPREHENSIVE UNIVERSITY DESIGNED TO DELIVER HIGH-IMPACT EDUCATION AND VALUE FOR STUDENTS IN MEDICINE, SCIENCE, ARCHITECTURE, DESIGN, FASHION, TEXTILES, HEALTH, BUSINESS, ENGINEERING AND MORE. IN ADDITION TO NINE COLLEGES AND THREE SCHOOLS FROM BOTH UNIVERSITIES, THE FORMATION OF THE PHILADELPHIA UNIVERSITY HONORS INSTITUTE AND THE PHILADELPHIA UNIVERSITY DESIGN INSTITUTE WILL BE KEY COMPONENTS OF THE COMBINED UNIVERSITYS EDUCATIONAL ECOSYSTEM. JEFFERSON WILL INCLUDE CAMPUSES IN CENTER CITY, EAST FALLS, MONTGOMERY COUNTY, BUCKS COUNTY AND ATLANTIC COUNTY; A GROWING ONLINE PRESENCE; NUMEROUS CLINICAL SITES; AND AN EXTENSIVE GLOBAL FOOTPRINT, STUDY ABROAD SITES AND CURRICULAR AND CO-CURRICULAR PARTNERSHIPS AND NETWORKS. JEFFERSON WILL BE HOME TO OVER 160 GRADUATE AND UNDERGRADUATE PROGRAMS, MORE THAN 7,800 STUDENTS, 4,000 FACULTY MEMBERS, AND 63,500 ALUMNI. IN ADDITION, THIS COMBINATION CREATES THE 5TH LARGEST UNIVERSITY IN PHILADELPHIA WITH 326 COMBINED YEARS OF PROVIDING PROFESSIONAL EDUCATION AND OVER $122 MILLION IN PUBLIC/PRIVATE RESEARCH FUNDING. JEFFERSON HEALTH, HOME OF SIDNEY KIMMEL MEDICAL COLLEGE, IS REIMAGINING HEALTH CARE IN THE GREATER PHILADELPHIA REGION AND SOUTHERN NEW JERSEY. JEFFERSONS DEDICATED TEAM OF DOCTORS, NURSES, HEALTH PROFESSIONALS AND STAFF PROVIDES A RANGE OF PRIMARY TO HIGHLY-SPECIALIZED CARE THROUGH JEFFERSON HEALTHS SIX COLLEGES, 14 HOSPITALS [7 MAGNET-DESIGNATED FOR NURSING EXCELLENCE], MORE THAN 40 OUTPATIENT AND URGENT CARE LOCATIONS, THE NCI-DESIGNATED SIDNEY KIMMEL CANCER CENTER, MAGEE REHABILITATION, AND THE JEFFCONNECT TELEMEDICINE PROGRAM. IN ADDITION, A MULTITUDE OF PHYSICIAN PRACTICES THROUGHOUT THE REGION, SERVING MORE THAN 130,000 INPATIENTS, 519,000 EMERGENCY PATIENTS AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY ARE GEOGRAPHICALLY PLACED TO BETTER SERVE OUR COMMUNITIES. THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. AMH IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY AND BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND LHC IN HATFIELD TOWNSHIP. AHF IS A NONPROFIT FOUNDATION THAT FINANCIALLY SUPPORTS THE EFFORTS OF AMH, LHC AND ITS AFFILIATES TO BENEFIT THE HEALTH AND WELL-BEING OF OUR COMMUNITY. "BETTER TOGETHER" IS THE JEFFERSON ENTERPRISE GOALS AND INCLUDES: LEADING THE CHARGE ON TRANSFORMING THE WAY WE CARE FOR PATIENTS AND EDUCATE OUR FUTURE HEALTHCARE PROVIDERS; STRENGTHENING OUR COMMITMENT TO THE COMMUNITY, WITH MORE THAN $75 MILLION FOR AHS COMMUNITY BENEFIT IN FY17; DELIVERING HEALTHCARE FOR THE FUTURE BY KEEPING PEOPLE HEALTHY; PROVIDING GREATER ACCESS, WITH THE RIGHT CARE, AT THE RIGHT TIME, IN THE RIGHT LOCATION AND AT THE MOST EFFICIENT COST, IN THE CITY, THE SUBURBS, AND EVEN ON A MOBILE DEVICE; INNOVATING AND SHARING NATIONAL BEST PRACTICES TO FIND THE ANSWERS THAT BEST MEET THE NEEDS OF PATIENTS AND THE COMMUNITY; LEADING THE CHARGE ON TRANSFORMING THE WAY WE EDUCATE FUTURE HEALTHCARE PROVIDERS; AND APPLYING INTERNATIONAL RESEARCH KNOW-HOW TO DELIVER BREAKTHROUGH DIAGNOSIS AND TREATMENT OPTIONS. THE ABOVE BRANDED, FICTITIOUS NAMES ARE USED FOR MERGER ANNOUNCEMENT PURPOSES. LEGAL NAMES OF AMH, AH, AHF AND LHC WILL BE USED IN FY18 DOCUMENTS. THROUGH FUNDRAISING ACTIVITIES, THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF AMH AND LHC; RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. THE ORGANIZATION IS AN AFFILIATE WITHIN AH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH INCLUDES AMH AND LHC. GIVEN THE FY15 MERGER WITH JEFFERSON HEALTH, THE AHF NAME WILL REMAIN UNCHANGED. CONTRIBUTIONS FROM GRATEFUL PATIENTS, GENEROUS PHILANTHROPISTS, EMPLOYEES, PRIVATE FOUNDATIONS AND CORPORATIONS ENHANCE AND EXPAND VITAL PROJECTS, PROGRAMS AND SERVICES. EACH GIFT IS DEEPLY APPRECIATED AND HELPS OUR PHYSICIANS, NURSES AND STAFF TO PROVIDE EXCELLENT HEALTHCARE USING ADVANCED TECHNOLOGY AND TREATMENT METHODS. ABINGTONS CANCER PROGRAM IS ONE OF THE MOST HIGHLY REGARDED AND BUSIEST IN THE REGION, WITH EXTRAORDINARY CARE AT THE FOREFRONT OF ONCOLOGY RESEARCH, TECHNOLOGY, AND ADVANCED THERAPIES. PATIENTS NOT ONLY RECEIVE COMPREHENSIVE, LEADING-EDGE SERVICES ACROSS THE FULL SPECTRUM OF CARE, THEY ALSO BENEFIT FROM THE LATEST ADVANCES IN CARE THROUGH OUR EXTENSIVE RESEARCH PROGRAM, PARTICIPATION IN ADVANCED MEDICAL TRIALS, AND OUR AFFILIATION WITH JEFFERSONS SIDNEY KIMMEL CANCER CENTER, AN NCI-DESIGNATED CANCER CENTER.
CORE FORM, PART III IN FY18, ABINGTON CELEBRATED ITS THIRD ANNIVERSARY OF ITS COMBINATION WITH JEFFERSON HEALTH. EVERY DAY THIS COLLABORATION CONTINUES TO ENHANCE OUR ABILITY TO IMPROVE LIVES BY PROVIDING HIGH-QUALITY CARE AT LOWER COSTS, WHICH ALLOWS US TO SERVE MORE PEOPLE WHEN AND WHERE THEY NEED US. AN EXCITING EXAMPLE OF THIS COLLABORATION IN ACTION IS THE OPENING OF THE ASPLUNDH CANCER PAVILION, THE ENTERPRISES MOST IMPORTANT STRATEGIC INITIATIVE OF 2018. IN JULY 2018, THE 86,000-SQUARE-FOOT MODERN, OUTPATIENT CENTER, WHICH IS HOME TO THE SIDNEY KIMMEL CANCER CENTER AT AH [ABINGTON JEFFERSON HEALTH], OFFICIALLY OPENED ITS DOORS. CONVENIENTLY LOCATED JUST OFF THE PENNSYLVANIA TURNPIKES WILLOW GROVE INTERCHANGE, THIS EXCEPTIONAL FACILITY SETS A NEW STANDARD FOR PROVIDING COMPREHENSIVE OUTPATIENT CANCER CARE IN A SOOTHING CONVENIENT SETTING. THE NEW CENTER COST $80 MILLION AND $50 MILLION OF THAT WAS RAISED IN OUR COMMUNITY. MORE THAN 5,700 INDIVIDUALS MADE GIFTS, RANGING FROM $1 TO $3.5 MILLION. TEN MILLION DOLLARS WAS GIVEN BY THE CHILDREN OF THE LATE CARL AND EMILIE ASPLUNDH AND THEIR EXTENDED FAMILIES. IN ADDITION TO THE 31 ABINGTON ONCOLOGIC SPECIALISTS BASED AT ASPLUNDH, PATIENTS WILL BE ABLE TO SCHEDULE APPOINTMENTS WITH 15 CENTER-CITY-BASED ONCOLOGIC SPECIALISTS WHO WILL TRAVEL TO ASPLUNDH TO SEE PATIENTS IN THE NEW FACILITY. IN ADDITION TO THE PHASE II AND III TRIALS PREVIOUSLY OFFERED BY ABINGTON, THE NEW CENTER OFFERS PHASE I CLINICAL TRIALS, A MAJOR STEP FORWARD FOR THE REGION. THE NEW ASPLUNDH CANCER PAVILION IS SPECIFICALLY DESIGNED TO ADDRESS AN EVOLVING WORLD AS ABINGTON AND JEFFERSON REIMAGINE CANCER CARE FOR THE FUTURE. THE PAVILION ENCOMPASSES: - COMPREHENSIVE SERVICES IN ONE CONVENIENT, STATE-OF-THE-ART LOCATION WITH MULTIDISCIPLINARY TEAMS OF HIGHLY EXPERIENCED PROFESSIONALS, INCLUDING SURGICAL SPECIALISTS, ONCOLOGISTS, GENETIC COUNSELORS, COMPLEMENTARY MEDICINE PROVIDERS AND SUPPORTIVE CARE STAFF ALL WORKING TOGETHER TO DEVELOP A PERSONALIZED PLAN FOR EACH PATIENT; - THE LATEST, MOST ADVANCED TECHNOLOGIES INCLUDING TWO NEW LINEAR ACCELERATORS FOR RADIATION ONCOLOGY AND VARIAN EDGE STEREOTACTIC TECHNOLOGY (SIMILAR TO THE CYBER KNIFE BUT FASTER AND MORE FLEXIBLE); - PERSONAL PATIENT NAVIGATORS EACH SPECIALLY SKILLED IN SPECIFIC CANCERS TO PROVIDE INDIVIDUALIZED GUIDANCE FOR PATIENTS THROUGHOUT THEIR CARE JOURNEY. - CUTTING-EDGE RESEARCH WITH STRONG CLINICAL RESEARCH PROGRAMS AT ABINGTON AND ACCESS TO THE LATEST THERAPIES AND PHASE 1, 2 AND 3 CLINICAL TRIALS THROUGH OUR AFFILIATION WITH JEFFERSONS SIDNEY KIMMEL CANCER CENTER, AN NCI-DESIGNATED CANCER CENTER; - CARE FOR BODY, MIND AND SPIRIT WITH A COMPLETE RANGE OF SUPPORT PROFESSIONALS AND SERVICES, INCLUDING SOCIAL WORKERS, CHAPLAINS, FINANCIAL COUNSELORS, PRACTITIONERS IN HOLISTIC WELLNESS, THE STAFF OF THE FULL-SERVICE IMAGE RECOVERY CENTER AND THE CARING INDIVIDUALS OF GRIEF SUPPORT PROGRAMS; AND - A COMPREHENSIVE SURVIVORSHIP PROGRAM TO PROVIDE LIFE-LONG CONTINUING MEDICAL CARE, MONITORING AND SERVICE COORDINATION IN AN ERA WHEN CANCER SURVIVORSHIP IS NOW THE RULE. BUILDING A FULL-SERVICE, PATIENT-FOCUSED FACILITY WAS PARAMOUNT TO LEADERSHIP, PHYSICIANS, DONORS AND PATIENTS. EVERY ASPECT OF THE ASPLUNDH CANCER PAVILION WAS DESIGNED WITH THE PATIENT IN MIND, FROM EASY ACCESS AND WAY-FINDING, TO SIMPLIFIED REGISTRATION AND SCHEDULING, TO A THOROUGHLY PATIENT-FOCUSED ENVIRONMENT THAT FOSTERS WELLNESS AND SUPPORTS PHYSICAL, EMOTIONAL AND SPIRITUAL HEALTH. FEATURES OF THE NEW CANCER PAVILION, WHICH OPENED JULY 2018: - 86,000 SQUARE FEET OF OUTSTANDING CLINICAL, RESEARCH AND SUPPORT SPACE; - A CONVENIENT LOCATION LESS THAN A MILE FROM THE PENNSYLVANIA TURNPIKE, WITH AMPLE FREE PARKING; - A BEAUTIFUL GRAND LOBBY TO WELCOME AND ORIENT PATIENTS; - A LIGHT-FILLED INFUSION CENTER IN A TRANQUIL AND COMFORTABLE ENVIRONMENT; - SURGICAL SUITES EQUIPPED WITH THE LATEST TECHNOLOGY, INCLUDING THE VARIAN EDGE RADIOSURGERY SYSTEM; - AN IMAGE RECOVERY CENTER STAFFED BY SPECIALISTS TRAINED IN HELPING PATIENTS ENHANCE THEIR APPEARANCE, SELF-ESTEEM AND SENSE OF CONTROL; - A GENETIC COUNSELING CENTER DEVOTED TO USING ADVANCED MOLECULAR DIAGNOSTICS TO ASSESS CANCER RISK AND DEVELOP PERSONALIZED TREATMENT PLANS; - HEALING GARDENS PLUS SOOTHING LANDSCAPES TO ENHANCE COMFORT AND CONTEMPLATION FOR PATIENTS AND FAMILIES; - AN INTEGRATIVE MEDICINE CENTER THAT EMBRACES COMPLEMENTARY THERAPIES SUCH AS YOGA, REIKI, MASSAGE, MINDFULNESS, NUTRITION COUNSELING AND OTHER HEALING MODALITIES; - DESIGNATED SPACE FOR SUPPORT GROUPS, AN EDUCATION RESOURCE ROOM AND MUCH MORE. TO RAISE AWARENESS ABOUT THE IMPORTANCE OF CANCER SCREENING AND PREVENTION, THE ASPLUNDH CANCER PAVILION HOSTED A HALF-DAY, OPEN HOUSE EVENT, DURING WHICH COMMUNITY MEMBERS COULD PARTAKE IN SCREENINGS AND EDUCATION ABOUT RISK FACTORS FOR A VARIETY OF CANCERS. EDUCATIONAL SESSIONS WERE LED BY PHYSICIANS AND NURSE SPECIALISTS. SCREENINGS OFFERED AT THE OPEN HOUSE WERE SKIN CANCER, HEAD AND NECK CANCER, PROSTATE CANCER, BREAST CANCER WITH EDUCATION ON COLORECTAL, GYNECOLOGIC AND LUNG CANCERS. MORE THAN 3,525 CARING AND LOYAL DONORS LAST YEAR SUPPORTED ABINGTON'S SERVICES TO ITS COMMUNITY. DONOR SUPPORT FOR AH CONTINUES WITH THE COMMUNITY LEADERSHIP OF THE AHF BOARD OF TRUSTEES, ITS OFFICERS AND MEMBERS. IN ADDITION, THE HOSPITALS' TRUSTEES AND TRUSTEE EMERITI VOLUNTARILY CONTRIBUTE TIME, EXPERTISE AND RESOURCES TO THE HEALTH SYSTEM. THEIR DEDICATED LOYALTY AND CONTRIBUTIONS HAVE ENABLED AMH AND LHC TO THRIVE WITH A REINVIGORATED COMMITMENT AS THE HEALTHCARE DELIVERY SYSTEM TRANSFORMS ITSELF TO CARE FOR OUR COMMUNITY. A STRATEGIC PHILANTHROPY COMMITTEE PLANS AND IMPLEMENTS NEW AND DEVELOPING STRATEGIES FOR THE IMPROVEMENT OF THE HEALTH STATUS OF THE COMMUNITY WE SERVE. MEDICAL STAFF OFFICERS FROM BOTH HOSPITALS AND AN OFFICE OF PHILANTHROPY OF EXPERIENCED PROFESSIONALS ROUND OUT THE COMPLEMENT OF THE AHF LEADERSHIP. IN ADDITION, DURING FY18, ENDOWMENTS FOR NEUROSCIENCES, COMPREHENSIVE CARDIAC CARE AND RESEARCH, PATIENT SAFETY AND QUALITY CARE AND FOSTERING MEDICAL INNOVATION WERE KEY AREAS FOR AHF. OTHER PROGRAMS INCLUDED MOTHER/BABY AND COMMUNITY-BASED PHILANTHROPIC INITIATIVES. IN FY18, DONORS, SUPPORTERS OF ABINGTON, AND LEADERS PARTICIPATED IN EDUCATIONAL EVENTS AND PROGRAMS INCLUDING EDUCATIONAL PRESENTATIONS ON CANCER CARE, AND ADVANCEMENTS IN ORTHOPEDIC TECHNOLOGY AND ROBOTIC PROCEDURES, AND CELEBRATING EXCELLENCE IN CARDIOLOGY. CHARITABLE GIFTS AND DONOR SUPPORT ARE ESSENTIAL TO THE CONTINUING GROWTH OF MANY CENTERS OF EXCELLENCE, AND NEW PROGRAM AND SITE DEVELOPMENT FOR AH. THESE INCLUDE ABINGTON'S VICKIE AND JACK FARBER INSTITUTE FOR NEUROSCIENCE AT ABINGTON HEART AND VASCULAR CENTER INCLUDING THE LOEB COMPREHENSIVE HEART FAILURE ("CHF") PROGRAM, THE ORTHOPAEDIC AND SPINE INSTITUTE, FAULKNER INPATIENT CANCER UNIT WITH THE NEW ASPLUNDH CANCER PAVILION, WOMEN AND CHILDREN'S SERVICES, MEDICAL, DENTAL AND DENTAL ACCESS AND SURGICAL PROGRAMS, JEFFERSON HOME CARE/HOSPICE, SAFE HARBOR AND COMMUNITY OUTREACH PROGRAMS. SPECIFIC TO LHC, IN FY18, DONOR SUPPORT FOR NURSING TRANSFORMATION INCLUDED EDUCATION, CERTIFICATION, SCHOLARSHIPS AND A SIMULATION LABORATORY. BACK IN THE EARLY 1900'S THE RURAL TOWN OF ABINGTON FACED A PRESSING NEED FOR AN EXCELLENT HOSPITAL LOCATED IN THE COMMUNITY. PHILANTHROPIC VISIONARY GEORGE W. ELKINS, SR. STEPPED FORWARD WITH AN EXTRAORDINARY GIFT OF LAND AND FUNDS FOR A NEW HOSPITAL. MR. ELKINS WAS JOINED BY LEADERS FROM THROUGHOUT THE COMMUNITY, INCLUDING MEMBERS OF THE NEWLY FORMED WOMEN'S ASSOCIATION OF NOBLE, PRECURSOR TO TODAY'S AHF WOMEN'S BOARD. THEIR AMBITIOUS VISION WAS REALIZED ON MAY 15, 1914, WHEN THE NEW 48-BED AMH OPENED ITS DOORS. THROUGHOUT A REMARKABLE CENTURY OF GROWTH AND CHANGE, ABINGTON HAS REMAINED STEADFAST IN FULFILLING ITS MISSION AS THE REGION'S MOST TRUSTED PROVIDER OF ADVANCED AND COMPASSIONATE CARE. IN 2014 AMH'S CENTENNIAL WAS CELEBRATED AND RECOGNIZED A PAST CENTURY OF GROWTH INTO A REGIONAL REFERRAL CENTER AT THE HEART OF AH. THROUGHOUT EVERY STAGE OF ABINGTON'S GROWTH, THE INSTITUTION HAS BEEN GUIDED BY AN UNWAVERING COMMITMENT TO QUALITY IN ALL THAT WE DO. THROUGHOUT 104 YEARS OF SERVICE, AHF AND ALL MEDICAL STAFF, LEADERS, EMPLOYEES, DONORS AND VOLUNTEERS DEDICATED THEMSELVES TO THE PROVISION OF ADVANCING CARE, PROMOTING PATIENT SAFETY AND PIONEERING NEW TREATMENTS. AT THE CORE OF OUR CARE IS THE QUALITY OF OUR PEOPLE. OUR PHYSICIANS, NURSES, TECHNICIANS, MANAGERS, FLOOR STAFF, VOLUNTEERS AND SO MANY OTHERS ALL WORK TOGETHER AS AN EXTRAORDINARY TEAM TO REACH OUR SHARED GOAL: TO BE THE COMMUNITY'S MOST TRUSTED HEALTHCARE PROVIDER. THE COMMUNITY HAS BEEN A PART OF THE AHF, AH, AMH AND LHC TEAM AS WELL, AND THE CHARITABLE SUPPORT RECEIVED IS AN ESSENTIAL FACTOR IN OUR SUCCESS. PHILANTHROPIC LEADERSHIP ESTABLISHED AMH OVER 100 YEARS AGO, AND IT WILL CONTINUE TO STRENGTHEN AH FOR THE CENTURY AHEAD.
CORE FORM, PART III AMH IS NOW THE FLAGSHIP HOSPITAL OF AH, WHICH ALSO ENCOMPASSES LHC, PART OF THE NEWLY FORMED ENTERPRISE OF JEFFERSON HEALTH. INCLUDED IN AH ARE SATELLITE CAMPUSES BRANDED AS ABINGTON JEFFERSON HEALTH, FOR PURPOSES OF THIS RECORD, LEGAL NAMES ARE USED: ABINGTON HEALTH - WILLOW GROVE, ABINGTON HEALTH - WARMINSTER, ABINGTON HEALTH - BLUE BELL, ABINGTON HEALTH GWYNEDD AND ABINGTON HEALTH MONTGOMERYVILLE. IN ADDITION, THE ABINGTON HEALTH PHYSICIANS NETWORK OF PRIMARY CARE PHYSICIANS AND SPECIALISTS. A NEW SITE INCLUDES THE ABINGTON HEALTH ELKINS PARK. AH'S ACCOMPLISHMENTS IN FY18 INCLUDED: AH MARKED ITS THIRD FULL YEAR AS BEING PART OF JEFFERSON. THE "BETTER TOGETHER" SLOGAN CONTINUES TO REINFORCE ITSELF AS OTHER ORGANIZATIONS JOIN OUR ENTERPRISE. JEFFERSON FINALIZED THE MERGER WITH ARIA HEALTH, PHILADELPHIA UNIVERSITY AND WITH KENNEDY HEALTH, NEW JERSEY IN FY18. INTEGRATION 1.0 WAS SUCCESSFUL AND IN FY18 INTEGRATION 2.0 (JEFFERSON-ABINGTON-ARIA-KENNEDY) CONTINUED. THE GOALS FOR INTEGRATION ARE TO ADOPT BEST PRACTICES, REALIZE CONTRACT SAVINGS, ENHANCE PATIENT SATISFACTION AND IMPROVE EMPLOYEE ENGAGEMENT ACROSS THE ORGANIZATION. ABINGTONS PATIENT SAFETY CORE VALUE AND ACCOMPLISHMENTS IN FY18 INCLUDED AN ACTIVITY MEASURE FOR POST-ACUTE CARE. IN AN EFFORT TO CREATE A CULTURE OF MOBILITY FOR OUR PATIENTS, THE DEPARTMENTS OF REHABILITATIVE MEDICINE AND NURSING WORKED TOGETHER TO IMPLEMENT A NEW PROGRAM DESIGNED TO ENSURE THAT PATIENTS HOSPITAL STAYS DO NOT NEGATIVELY IMPACT THEIR MOBILITY AND THAT PATIENTS ARE KEPT ACTIVE AND MOVING WHENEVER POSSIBLE. SCORING TOOLS ARE BEING USED BY NURSES, PHYSICAL THERAPISTS, AND OCCUPATIONAL THERAPISTS TO MEASURE PATIENTS MOBILITY AND ACTIVITY [EATING, GROOMING, BATHING AND DRESSING]. THESE SCORES PROVIDE A COMMON LANGUAGE AMONG THE INTER-PROFESSIONAL CLINICAL TEAMS AND HELP WITH DECISION MAKING ABOUT THE NEED FOR PHYSICAL THERAPY OR OCCUPATIONAL THERAPY WHILE THE PATIENT IS IN THE HOSPITAL, AS WELL AS WHAT LEVEL OF CARE [IF ANY], MIGHT BE REQUIRED AFTER DISCHARGE. THIS PROGRAM ALSO HELPS NURSE MANAGERS DETERMINE HOW MANY AND WHAT TYPES OF SAFE LIFT DEVICES ARE NEEDED ON EACH UNIT. INFECTION RATES IMPROVE: IN FY18, MANY EFFORTS WERE UNDERWAY TO DECREASE THE RATES OF HOSPITAL-ACQUIRED INFECTIONS INCLUDING STRIDES IN THE PREVENTION OF CATHETER-ASSOCIATED URINARY TRACT INFECTIONS [CAUTI]. AT AMH, THE NUMBER OF PATIENTS WHO EXPERIENCED CAUTI DURING THE HOSPITALIZATIONS DECREASED BY 53 PERCENT OVER THE LAST FOUR YEARS. LHC DIDNT HAVE A CAUTI FOR MORE THAN TWO YEARS. MRSA BLOOD STREAM INFECTIONS AND C. DIFFICILE ARE BOTH WELL BELOW RECOMMENDED THRESHOLDS. CLABSI IS BELOW RECOMMENDED THRESHOLD AT BOTH FACILITIES. LAST YEAR, AMH WAS OVER THE THRESHOLD. THERE HAS BEEN A FOCUSED EFFORT TO PREVENT SURGICAL WOUND INFECTIONS IN PATIENTS UNDERGOING COLON SURGERY, AND AMH HAS SEEN A DECREASE IN THE NUMBER OF THESE INFECTIONS FOLLOWING COLON SURGERY, BUT THE STANDARD OF INFECTION RATIO IS STILL SLIGHTLY OVER THRESHOLD. A STANDARDIZED PROCESS/BUNDLE WAS IMPLEMENTED MID-YEAR. HAND HYGIENE IS AT 90 PERCENT COMPLIANCE FOR AMH AND JUST UNDER 90 PERCENT FOR LHC. ENHANCED TRAUMA CARE FOR MOTHERS AND BABIES: NATIONWIDE, MORE THAN SIX PERCENT OF PREGNANT WOMEN EXPERIENCE SOME FORM OF ACCIDENTAL TRAUMATIC INJURY DURING THEIR PREGNANCY. SINCE AMH IS ONE OF THE BUSIEST MATERNITY HOSPITALS IN THE REGION AND THE HOSPITAL IS EQUIPPED WITH A LEVEL II TRAUMA CENTER, WE HAVE IMPLEMENTED AN OB TRAUMA ALERT SYSTEM TO RESPOND TO THESE SITUATIONS. WHEN A PREGNANT WOMAN IS HEADED TO OUR EMERGENCY DEPARTMENT WITH A TRAUMATIC INJURY, THE SYSTEM IMMEDIATELY NOTIFIES THE TRAUMA TEAM AND A TEAM OF OBSTETRICS EXPERTS WORK TOGETHER TO CARE FOR THE PATIENT. IHI BASIC CERTIFICATE IN PATIENT SAFETY: DURING FY18, 119 STAFF MEMBERS EARNED THE BASIC CERTIFICATE IN PATIENT SAFETY FROM THE INSTITUTE FOR HEALTHCARE IMPROVEMENT (IHI) OPEN SCHOOL. TO DATE, APPROXIMATELY 425 HEALTH SYSTEM STAFF MEMBERS HAVE COMPLETED THE IHI OPEN SCHOOL CERTIFICATE PROGRAM. WARM HAND OFF PROGRAM CONTINUED IN FY18 IN PARTNERSHIP WITH SUBSTANCE USE DISORDER TREATMENT PROVIDERS. THE BEHAVIORAL HEALTH AND COMMUNITY HEALTH DEPARTMENTS [AS PART OF THE COMMUNITY NEEDS ASSESSMENT IMPLEMENTATION PLANS] IMPLEMENTED THE WARM HAND OFF PROGRAM IN THE AMH AND LHC EMERGENCY ROOMS. A CERTIFIED RECOVERY SPECIALIST MEETS WITH PATIENTS WHO HAVE OVERDOSED AND PROVIDES SUPPORT WHILE THEY ARE CONNECTED TO AN APPROPRIATE TREATMENT PROGRAM. EDUCATION OF WORKFORCE AND COMMUNITY ON DRUG TAKE BACK SITES WERE COMMUNICATED THROUGHOUT FY18. FALLS PREVENTION: LHC HAD ZERO FALLS WITH SERIOUS INJURY IN FY18. THE LEAPFROG HOSPITAL SAFETY GRADE USES 27 MEASURES OF PUBLICLY AVAILABLE HOSPITAL SAFETY DATA TO ASSIGN A, B, C, D, AND F GRADES TO MORE THAN 2,600 U.S. HOSPITALS TWICE PER YEAR. LHC EARNED AN "A" RATING, AND AMH MOVED FROM A "C" RATING TO A "B". IN THE CENTER FOR MEDICARE AND MEDICAID SERVICES 5-STAR RATING SYSTEM, LHC MAINTAINED ITS THREE-STAR RATING, AND AMH IMPROVED TO THREE STARS. PREVIOUSLY AMH HAD A TWO-STAR RATING. OTHER INITIATIVES IN FY18 INCLUDE: THE CARDIAC SURGERY PROGRAM AT AMH IS NOW USING TELEHEALTH TECHNOLOGY TO VIRTUALLY CONNECT CARDIAC SURGEONS IN THE OPERATING ROOM WITH REMOTELY LOCATED COLLEAGUES AND PATIENT FAMILY MEMBERS IN REAL TIME. AMH IS ONE OF ONLY A FEW HOSPITALS IN THE COUNTRY TO IMPLEMENT LIVE VIDEO CONFERENCING IN THE OR. PATIENT AND FAMILY ADVISORS PROGRAM WAS NEW IN FY18 AND IS A GOLD STANDARD IN IMPROVING THE PATIENT EXPERIENCE IN HEALTH CARE. PATIENT AND FAMILY ADVISORY PROGRAMS HAVE BEEN CONVENED IN ONCOLOGY AND IN SOME PRIMARY CARE PHYSICIAN PRACTICES. THERE ARE HOSPITAL-WIDE EFFORTS TO REDUCE NOISE IN THE FOLLOWING CATEGORIES: STAFF VOICES; ROLLING EQUIPMENT; ALARMS; AND OVERHEAD PAGING. FOUR DEDICATED TEAMS UNDERTOOK THIS IMPORTANT WORK INCLUDING THE QUALITY AND OUTCOMES COUNCIL OF THE DEPARTMENT OF NURSING WHICH LAUNCHED A "QUIET CAMPAIGN" IN FY18. LEADERSHIP ROUNDING COMPLETED 692 EMPLOYEE INTERVIEWS AND 1,013 PATIENT/FAMILY INTERVIEWS. FEEDBACK WAS COLLECTED FROM PATIENTS, FAMILY MEMBERS AND EMPLOYEES. AS A RESULT, AMH NOW PROVIDES FREE TELEVISION AND FREE TELEPHONE SERVICE TO INPATIENTS. A NEW PARKING POLICY WAS ESTABLISHED, OFFERING FREE PARKING TO PATIENTS UTILIZING HOSPITAL SERVICES. AH CONTINUES TO EXPAND AND SEE INCREASED DEMAND IN HOME CARE, HOSPICE, PALLIATIVE CARE, AND OTHER COMMUNITY BASED SERVICES. JEFFERSON HEALTH HOME CARE AND HOSPICE HAVING COMBINED ABINGTON HEALTH AND ARIA HEALTH EMPLOYS 306 EMPLOYEES THAT EQUATES TO APPROXIMATELY 242 FTES. HOME HEALTH PROVIDED CARE TO 11,097 UNDUPLICATED PATIENTS SERVED. THIS REPRESENTS SIGNIFICANT GROWTH OVER FY17 AND IS PRIMARILY CONTRIBUTED TO THE ARIA INTEGRATION. HOME HEALTH VISITS INCREASED TO 164,770. HOSPICE VISITS ALSO INCREASED TO 44,669. HOSPICE REALIZED GROWTH IN FY18 AND SERVED 1,396 PATIENTS. AMH'S WARMINSTER CAMPUS IS THE HOME TO HOSPICE AND THE KIND PEDIATRIC HOSPICE, THE AREA'S FIRST FACILITY TO PROVIDE A HOMELIKE RESIDENTIAL CARE ENVIRONMENT FOR TERMINALLY ILL CHILDREN. THIS IMPORTANT END-OF-LIFE CARE BRINGS TOGETHER THE HOMECARE HOSPICE PROGRAM AND RESIDENTIAL HOSPICE FOR ADULTS. THROUGH CHARITABLE SUPPORT, THE SAFE HARBOR PROGRAM HELPS PROVIDE A SAFE, SUPPORTIVE PLACE FOR CHILDREN, TEENS AND YOUNG ADULTS GRIEVING FROM THE LOSS OF A PARENT OR SIBLING. LOCATED AT AH CENTER WILLOW GROVE, THE PROGRAM PROVIDES A CARING ENVIRONMENT OF GRIEF SUPPORT SERVICES INCLUDING SUPPORT GROUPS FOR CHILDREN, TEENS AND YOUNG ADULTS AND CAREGIVERS TO HELP THEM THROUGH THE NATURAL PROCESS OF GRIEVING, AND CAMP CHARLIE, A DAY CAMP FOR BEREAVED CHILDREN. THE PROGRAM SERVED 141 CHILD/TEEN AND 111 PARENTS/CAREGIVERS IN FY18. SINCE THE INCEPTION OF THE PROGRAM, SAFE HARBOR SERVED 1,687 CHILDREN, TEENS, YOUNG ADULTS AND 1,009 FAMILIES. CAMP CHARLIE, SCHOOL OUTREACH PROGRAMS, AND MOVING ON GROUPS ROUNDED OUT ANOTHER SUCCESSFUL YEAR. ALL OF THESE SERVICES WITH SAFE HARBOR ARE MADE POSSIBLE BY MANY DONORS, EMPLOYEE DONORS, TRUSTEE PHILANTHROPISTS AND DONOR ORGANIZATIONS INCLUDING CHURCH GROUPS, SCHOOLS, BUSINESSES AND AHF WOMENS BOARD. ABINGTON HEALTH --------------- AH IS A NOT FOR PROFIT HOLDING COMPANY BASED IN ABINGTON, PENNSYLVANIA. AH IS THE SOLE CORPORATE MEMBER OF A NUMBER OF NOT FOR-PROFIT ENTITIES AS OUTLINED HEREIN. AS THE PARENT ORGANIZATION OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, AH STRIVES TO CONTINUALLY DEVELOP AND OPERATE AN INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH PROVIDES A COMPREHENSIVE SPECTRUM OF MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA COUNTIES INCLUDING EASTERN MONTGOMERY, PORTIONS OF BUCKS AND PHILADELPHIA COUNTIES, PENNSYLVANIA.
CORE FORM, PART III AH ENSURES THAT ITS SYSTEM PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. AH INCLUDES AMH AND LHC. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. EACH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF- PAY, MEDICARE AND MEDICAID PATIENTS; 2. EACH EITHER OPERATE AN ACTIVE EMERGENCY TRAUMA CENTER OR EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. EACH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF EACH RESTS WITH JEFFERSON HEALTH'S BOARD OF TRUSTEES. THE BOARD IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY WHO ALL VOLUNTEER THEIR TIME AND TALENTS; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. OVER 6,400 PATIENTS BENEFITED FROM THE EXPERTS AT AH'S MUSCULOSKELETAL AND SPINE SERVICES (NOW KNOWN AS ROTHMAN INSTITUTE) WHO SPECIALIZE IN JOINTS, SPINE, SPORTS, TRAUMA AND HAND PROCEDURES. A GERIATRIC FRACTURE PROGRAM ENSURES THAT PATIENTS WITH HIP FRACTURES ARE CARED FOR BY A MULTIDISCIPLINARY TEAM OF PHYSICIANS WHO WILL ENSURE RAPID ASSESSMENT AND SURGICAL INTERVENTION WITHIN 18 TO 24 HOURS. CHARITABLE SUPPORT HAS ENABLED AH TO EXPAND THE OUTSTANDING ORTHOPAEDIC AND SPINE INSTITUTE TO TWO LOCATIONS: AMH AND LHC. AH ATTRACTS THE FINEST PHYSICIANS TO SERVE OUR PATIENTS. OVER, 1,100 PHYSICIANS CARE FOR PATIENTS THROUGHOUT THE HEALTH SYSTEM'S WIDE RANGE OF SERVICES. AH PHYSICIANS IS A NETWORK OF PRIMARY CARE PHYSICIANS AND SPECIALISTS EMPLOYED BY AMH AND LHC. AS A RESULT OF THE JEFFERSON MERGER, THIS ENTITY IS NOW KNOWN AS JEFFERSON COMMUNITY PHYSICIANS NORTH. JEFFERSON COMMUNITY PHYSICIANS ("JCP") IS COMMITTED TO THE COMMUNITY AS THEIR HEALTHCARE PARTNER, EXCEEDING EXPECTATIONS FOR CARE, COMFORT AND COMMUNICATIONS. JCP IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL BY FOSTERING HEALING, EASING SUFFERING AND PROMOTING WELLNESS IN A CULTURE OF SAFETY, LEARNING AND RESPECT. AMH IS A MAJOR CLINICAL CAMPUS FOR SEVERAL REGIONAL MEDICAL SCHOOLS. THE COMMITMENT TO OUTSTANDING MEDICAL CARE HAS EARNED AH NUMEROUS AWARDS FOR QUALITY AND SAFETY, AND THE ROBUST CULTURE OF CONTINUING EDUCATION CREATES AN ATMOSPHERE OF INQUIRY AND SCHOLARSHIP. MANY OF OUR PHYSICIANS ARE PRIMARY INVESTIGATORS FOR NATIONAL CLINICAL TRIALS, WHICH GIVES OUR PATIENTS ACCESS TO ADVANCED TREATMENTS NOW COMMONLY AVAILABLE ELSEWHERE. OUR DONOR SUPPORT LENDS ITSELF TO THESE INITIATIVES. MATERNITY AND PEDIATRIC CARE FOR OUR YOUNGEST PATIENTS RECEIVES UNSURPASSED COMPASSIONATE CARE. AMH DELIVERS OVER 4,500 BABIES EACH YEAR OFFERING A WIDE RANGE OF MATERNITY EDUCATION PROGRAMS, INCLUDING CHILDBIRTH PREPARATION, PRENATAL PROGRAMS AND BREASTFEEDING CLASSES, AS WELL AS COMPREHENSIVE OBSTETRICS PROGRAM THAT INCLUDE GENETIC COUNSELING AND PRENATAL TESTING, FETAL DIAGNOSIS AND SURGERY, NEONATAL INTENSIVE CARE AND AN INPATIENT UNIT FOR PREGNANT PATIENTS AT HIGH RISK. ABINGTON'S AFFILIATION WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA INCLUDED AN EXPANDED UNIT OF SPECIALTY SERVICES IN THE PRICE MEDICAL OFFICE BUILDING. DONOR PARTICIPATION HAS BEEN IMPERATIVE TO THIS ONGOING AFFILIATION AND INCLUDES THE HOSPITAL'S WOMEN'S BOARD. AH'S DIABETES/NUTRITION CENTERS SERVED OVER 1,369 NEW CLIENTS WITH OVER 3,452 OUTPATIENT VISITS IN FY18. THE NUTRITION CENTER CONTINUED TO OFFER MEDICAL NUTRITION THERAPY FOR A WIDE RANGE OF CONDITIONS INCLUDING ADULT WEIGHT MANAGEMENT, RENAL DISEASE, AND GASTROINTESTINAL DISORDERS, AS WELL AS DIABETES. THE CENTER STAFF PROVIDED DIABETES EDUCATION AS PART OF ORIENTATION FOR INPATIENT NURSING STAFF. A NUMBER OF MEDICAL RESIDENTS ALSO SHADOWED THE INPATIENT DIABETES EDUCATOR. THE DIABETES CENTER PROVIDED DIABETES SUPPORT GROUPS AND COMMUNITY EDUCATION IN FY18. MULLER INSTITUTE FOR SENIOR HEALTH ESTABLISHED IN 2000 WITH MAJOR DONOR SUPPORT BRINGS TOGETHER THE ENTIRE NETWORK OF INPATIENT AND OUTPATIENT CARE PROVIDERS, SERVICES AND EDUCATIONAL OPPORTUNITIES DEDICATED TO MEETING THE VARIED NEEDS OF OLDER ADULTS. THE PROGRAMS AND SERVICES AVAILABLE ARE AS DIVERSE AS THE SENIORS SERVED. WHETHER A PATIENT OR COMMUNITY MEMBER IS LOOKING FOR EDUCATION ON A HEALTH-RELATED TOPIC, HELP WITH A FAMILY MEMBER OR REQUIRE HOSPITALIZATION, ABINGTON OFFERS COMPREHENSIVE CARE AND SUPPORT FOR SENIORS AND THEIR FAMILIES, IN THE HOSPITAL, IN THE COMMUNITY, AND IN THE HOME. ABINGTON CAN: SUPPORT AND ENHANCE RECOVERY WHILE IN THE HOSPITAL, HELP A SENIOR REMAIN INFORMED, HEALTHY, SUPPORTED, AND INDEPENDENT IN THE COMMUNITY AND PROVIDES COMPASSIONATE AND QUALITY CARE AT HOME. ABINGTON MEMORIAL HOSPITAL -------------------------- AMH IS A 665-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN ABINGTON, MONTGOMERY COUNTY, PENNSYLVANIA. AMH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, AMH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. ABINGTON OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. THE AMH DIAMOND STROKE CENTER HAS BEEN CERTIFIED BY THE JOINT COMMISSION SINCE 2003. IN FY18, ALMOST 2,200 STROKE INPATIENTS WERE CARED FOR IN THE DIAMOND STROKE CENTER. THE SLEEP DISORDERS CENTERS ARE LOCATED IN FIVE CONVENIENT FACILITIES THROUGHOUT THE REGION. IN 2011, THE BALANCE CENTER OPENED FOR PATIENTS WITH BALANCE-RELATED ISSUES THE HEART AND VASCULAR INSTITUTE IN FY12 IMPLANTED ITS FIRST VENTRICULAR ASSIST DEVICE OR ("VAD") FOR HEART FAILURE PATIENTS AND BECAME ONE OF ONLY A FEW HOSPITALS IN THE DELAWARE VALLEY TO OFFER VAD THERAPY. THIS YEAR THE HEART AND VASCULAR CENTER IMPLANTED 26 VENTRICULAR ASSIST DEVICES FOR HEART FAILURE PATIENTS. A TOTAL OF 89 DEVICES HAVE BEEN IMPLANTED AT AMH SINCE 2012. THE HEART AND VASCULAR CENTER IS A FIRST RATE, COMPREHENSIVE FACILITY AT THE FOREFRONT OF CARDIAC CARE AND RESEARCH. CARDIAC SURGEONS ARE UNIQUELY SKILLED IN ADVANCED PROCEDURES AND TECHNOLOGIES. A HEART RHYTHM CENTER OFFERS A TEAM OF SPECIALISTS SKILLED IN ELECTROPHYSIOLOGY, CARDIOLOGY AND CARDIAC SURGERY TO PROVIDE INNOVATIVE TREATMENTS FOR ABNORMAL HEART RHYTHM CONDITIONS. THE LOEB COMPREHENSIVE HEART FAILURE ("CHF") PROGRAM, RECOGNIZED IN 2017 FROM A GENEROUS DONOR GIFT, IMPROVES HEART FUNCTION THROUGH ADVANCED APPROACHES SUCH AS ECHO-OPTIMIZED CARDIAC RESYNCHRONIZATION THERAPY AND, JOINT COMMISSION-ACCREDITED VENTRICULAR ASSIST DEVICE ("VAD") PROGRAM FOR TREATMENT OF END-STAGE CHF. THE BLANK VASCULAR CENTER FEATURES AN ON-SITE VASCULAR LAB AND BOARD-CERTIFIED VASCULAR SURGEONS. DONOR SUPPORT HAS ALSO ENABLED AMH TO CREATE THE ADDONIZIO HYBRID OPERATING ROOM, AN ENDOVASCULAR ANGIOGRAPHY SUITE FOR BOTH CARDIOVASCULAR SURGERY AND VASCULAR IMAGING. ONE OF THE REGION'S LEADING ONCOLOGY CENTERS, THE ROSENFELD CANCER CENTER PROVIDED CARE FOR ALMOST 1,500 INPATIENTS IN FY18. ITS CLINICAL EXCELLENCE, TEAM APPROACH TO CARE AND CLOSE ATTENTION TO THE WHOLE PATIENT HAS MADE THIS ONE OF THE BUSIEST CENTERS IN THE AREA. ACCREDITED AT THE HIGHEST LEVELS OF QUALITY AND PATIENT SAFETY, THE ROSENFELD CANCER CENTER OFFERS COMPREHENSIVE SERVICES, FROM ADVANCED DIAGNOSIS AND TREATMENT TO A FULL RANGE OF SUPPORT SERVICES FOR PATIENTS AND FAMILIES. THE HANJANI INSTITUTE FOR GYNECOLOGICAL ONCOLOGY IS A REGIONAL LEADER IN GYNECOLOGIC CANCER TREATMENT AND RESEARCH. THE MARY T. SACHS BREAST CENTER HAS BEEN DESIGNATED A BREAST IMAGING CENTER OF EXCELLENCE BY THE AMERICAN COLLEGE OF RADIOLOGY. PATIENTS WITH PROSTATE CANCER NOW BENEFIT FROM THE ADVANCED CALYPSO 4D LOCALIZATION SYSTEM, ALSO KNOWN AS "GPS FOR THE BODY", WHICH TARGETS CANCER CELLS WITH MORE PRECISE RADIATION THAN EVER BEFORE. WITH THE OPENING IN 2018 OF THE ASPLUNDH CANCER PAVILION, CANCER SERVICES HAVE BEEN CONSOLIDATED INTO A NEW FACILITY, GEOGRAPHICALLY LOCATED TO BETTER SERVE OUR PATIENTS.
CORE FORM, PART III LANSDALE HOSPITAL CORPORATION ----------------------------- LHC IS A 140-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN LANSDALE, MONTGOMERY COUNTY, PENNSYLVANIA. LHC IS RECOGNIZED BY THE IRS AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, LHC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. LHC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. AHF PRIDES ITSELF ON ITS INNOVATION AND CREATIVITY AS OUR LEADERS TRANSFORM HEALTHCARE. OUR RICH HISTORY OF PHILANTHROPIC EXCELLENCE IS MARVELED ONLY BY THE TRIBUTE GIFTS, LEGACY SOCIETIES, BUSINESS COUNCILS, ENDOWED FUNDS FOR EXCELLENCE AND INNOVATOR'S CIRCLE GRANTS THAT PROVIDE THE FUNDING AND SEED MONEY TO ATTAIN AH'S GOALS. INNOVATOR'S CIRCLE, A PROGRAM ENTIRELY FUNDED THROUGH PHILANTHROPIC SUPPORT, HELPS ENSURE THAT THE HEALTHCARE INNOVATIONS OF TOMORROW RECEIVE SUPPORT TODAY. THE PROGRAM INVESTS IN INNOVATIVE SOLUTIONS TO HEALTHCARE CHALLENGES BY FUNDING SEED GRANTS FOR PHYSICIANS, NURSES AND HOSPITAL STAFF. WITH CHARITABLE SUPPORT FROM DONORS, AND EXPERT GUIDANCE FROM OUR MEDICAL STAFF, CLINICAL ADVISORS AND COMMUNITY LEADERS, THE PROGRAM HAS FUNDED NUMEROUS INNOVATIONS AT THEIR EARLIEST STAGES. MANY OF THESE PROGRAMS HAVE GONE ON TO ATTRACT WIDER SUPPORT AND RECOGNITION, SUCH AS ABINGTON'S NURSE-DRIVEN SACRED SPACE MODEL OF CARE FOR SURGICAL PATIENTS, WHICH IN 2011 RECEIVED THE PRESTIGIOUS MAGNET HONOR, A NATIONAL AWARD PRESENTED BY THE AMERICAN NURSES CREDENTIALING CENTER. SINCE 2005, INNOVATOR'S CIRCLE HAS AWARDED $2.1 MILLION IN SEED GRANTS TO 92 HEALTHCARE INNOVATIONS AT AH. THE VISION AND LEADERSHIP OF COMMITTEE MEMBERS, CHARITABLE SUPPORTERS AND HOSPITAL LEADERS AND PHYSICIANS WAS INSTRUMENTAL TO THIS THIRTEEN-YEAR INNOVATION JOURNEY. AHF CONTINUES TO ENHANCE AMH AND LHC BUSINESS COUNCILS. THESE COUNCILS ARE COMPRISED OF LOCAL BUSINESS LEADERS WHO SERVE AS AMBASSADORS AND FINANCIAL SUPPORTERS OF THE MISSION AND GOALS OF AH. THE COUNCIL CHAIRS HOST THREE MEETINGS A YEAR WHERE HEALTH SYSTEM ADMINISTRATION, MEDICAL STAFF AND CLINICAL LEADERS PROVIDE EDUCATIONAL UPDATES ON KEY PRIORITIES ACROSS THE HOSPITALS. IN FY 18, MORE THAN 90 MEMBERS WERE PRESENT AT MEETINGS. ALSO IN FY18, ABINGTON BUSINESS COUNCIL SECURED 100% FINANCIAL GIVING FOR THE FIRST TIME EVER. THE MILESTONE ACCOMPLISHMENT WAS RECOGNIZED BY JEFFERSON HEALTH. IN FY18, AH RECEIVED ACCREDITATIONS AND AWARDS: AH EARNED THE FOLLOWING JOINT COMMISSION CERTIFICATIONS IN FY18: ADVANCED VAD, ADVANCED HEART FAILURE, HEALTHCARE SERVICES PALLIATIVE CARE. AMH AND LHC EARNED THE JOINT COMMISSIONS ADVANCED HIP AND KNEE CERTIFICATION. AMH AND LHC BOTH EARNED CHEST PAIN CENTER ACCREDITATION FROM THE AMERICAN COLLEGE OF CARDIOLOGY FOR STAFF MEMBERS DEMONSTRATED EXPERTISE AND COMMITMENT TO TREATING PATIENTS WITH CHEST PAIN. AMH RECEIVED THE MISSION: LIFELINE GOLD AWARD FROM THE AMERICAN HEART ASSOCIATION. THIS AWARD RECOGNIZES THE IMPLEMENTATION OF SPECIFIC QUALITY IMPROVEMENT MEASURES FOR THE TREATMENT OF SEVERE HEART ATTACKS. MAGNET RECOGNITION: THE NATIONS HIGHEST HONOR FOR PROFESSIONAL NURSING PRACTICE IS MAGNET RECOGNITION FROM THE AMERICAN NURSES CREDENTIALING CENTER. AMH RECEIVED THIS GOLD STANDARD OF NURSING EXCELLENCE FOR THE FOURTH CONSECUTIVE TIME AN HONOR THAT BESTOWS ON AMH AN ELITE NATIONAL STATUS. LHC HAS EARNED THE PATHWAY TO EXCELLENCE DESIGNATION. AMH RECEIVED THE ASHRM PATIENT SAFETY AWARD FROM THE AMERICAN SOCIETY OF HEALTHCARE RISK MANAGEMENT. PRESENTED TO RECOGNIZE PATIENT SAFETY INNOVATION, THE AWARD HONORED ABINGTONS A SAFE NIGHT" PROGRAM, WHICH WAS ESTABLISHED IN 2015 AND USES MULTIDISCIPLINARY TEAMS TO ENHANCE SITUATIONAL AWARENESS IN PATIENT CARE DURING THE OVERNIGHT HOURS. AMH WAS RECOGNIZED BY THE NATIONAL SAFE SLEEP HOSPITAL CERTIFICATION PROGRAM AS A "BRONZE SAFE SLEEP HOSPITAL" FOR ITS COMMITMENT TO BEST PRACTICES AND EDUCATION ON INFANT SAFE SLEEP. AMHS DIAMOND STROKE CENTER RECEIVED RE-CERTIFICATION AS A COMPREHENSIVE STROKE CENTER FROM THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION. IN 2013, AMH WAS ONE OF THE FIRST COMPREHENSIVE STROKE CENTERS TO BE CERTIFIED IN THE DELAWARE VALLEY, AND THIS IS NOW AMHS THIRD CERTIFICATION. ABINGTONS DIAMOND STROKE CENTER AND JEFFERSONS HOSPITAL FOR NEUROSCIENCE ARE TWO OF ONLY EIGHT STROKE CENTERS IN PENNSYLVANIA TO ACHIEVE STATUS AS A COMPREHENSIVE STROKE CENTER. LHC EARNED THE GET WITH THE GUIDELINES STROKE GOLD PLUS AWARD AND TARGET 2018 STROKE ELITE AWARD. LHC ALSO EARNED ADVANCED PRIMARY STROKE CENTER. AMH HAS BEEN RECOGNIZED AS A BABY-FRIENDLY HOSPITAL BY BABY-FRIENDLY USA, INC. THIS DESIGNATION RECOGNIZES AMH FOR THE OPTIMAL LEVEL OF CARE IT PROVIDES BREASTFEEDING MOTHERS AND THEIR BABIES. IN FY18, AMH WAS RANKED 7TH IN THE PHILADELPHIA REGION AND 13TH IN THE STATE, UP FROM 11TH AND 18TH RESPECTIVELY BY U.S. NEWS AND WORLD REPORT. AMH SCORED HIGH PERFORMING IN SIX OF NINE CATEGORIES; HEART BYPASS SURGERY, HIP AND KNEE REPLACEMENT, COPD, CONGESTIVE HEART FAILURE AND COLON CANCER SURGERY. LHC EARNS HEALTHGRADES EXPERIENCE AWARD AND RANKED IN THE TOP FIVE PERCENT IN THE NATION AND EARNED THE HEALTHGRADES OUTSTANDING PATIENT EXPERIENCE AWARD IN 2018. THE GIFT OF LIFE DONOR PROGRAM AND HOSPITAL ASSOCIATION OF PENNSYLVANIA [HAP] HONORED AH AND JEFFERSON HOSPITAL FOR NEUROSCIENCE WITH THE 2017 GIFT OF LIFE AWARD. IN 2018, AMH EARNED THE TITANIUM AWARD AND LHC EARNED THE PLATINUM AWARD WHICH WILL BE SHARED IN FY19. AH HAS DEDICATED ITSELF TO THE COMMUNITY BY PROVIDING A DEPARTMENT RESPONSIBLE FOR THE COMMUNITY HEALTH NEEDS ASSESSMENTS, IMPLEMENTATION PLANS, COMMUNITY BENEFIT INITIATIVES, HEALTH EDUCATION, SCREENINGS, FAITH COMMUNITY NETWORK, CPR TRAINING CENTER, AND A CHRONIC DISEASE MANAGEMENT PROGRAM. IN ADDITION, AH PROVIDES CLINICS TO SERVE THOSE IN NEED INCLUDING PRIMARY CARE AND SPECIALTY CLINICS GEOGRAPHICALLY LOCATED WITHIN THE SERVICE AREA; SPACE FOR OVER 45 SUPPORT AND SELF-HELP GROUPS AND A SPEAKERS BUREAU FOR THE COMMUNITY. AH HAS WORKED SINCE 2013 THROUGH 2016 WITH THE IMPLEMENTATION OR ACTION PLANS OF THE 2013 AND 2016 CHNA RESPECTIVELY FOR AH, PLANS INCLUDED WORK ON ACCESS TO CARE, BEHAVIORAL HEALTH/MENTAL HEALTH, OBESITY, SMOKING, CANCER SCREENINGS AND EDUCATION, OLDER ADULTS AND ACTIVITIES OF DAILY LIVING, AND CULTURAL AND LINGUISTICALLY APPROPRIATE EDUCATION. IN FY18, AH PERSONNEL CONTINUED TO UPDATE THE IMPLEMENTATION PLANS ON A QUARTERLY BASIS, WHICH IS THEN REVIEWED BY AHS COMMUNITY BENEFIT COMMITTEE. THIS SAME TEAM, WORKING WITH COLLEAGUES FROM JEFFERSON HEALTH, COMPLETED THE 2016 CHNA WHICH IS POSTED TO THE WEBSITE WITH IMPLEMENTATION PLANS UPDATED QUARTERLY INCLUDING THE NEW PRIORITIES OF SUBSTANCE USE DISORDERS AND MENTAL HEALTH ISSUES AND CHRONIC DISEASES ALONG WITH THE ABOVE LISTED. AHF APPOINTED A COMMUNITY BENEFIT COMMITTEE IN 2011 WHOSE CHARTER IS TO OVERSEE AND RECOMMEND POLICIES AND PROGRAMS DESIGNED TO CARRY OUT THE CHARITABLE MISSION OF AH, PROTECTING ITS NON-PROFIT STATUS, AND TO ENHANCE THE HEALTH STATUS OF COMMUNITIES SERVED BASED ON THE RESULTS OF THE CHNA. IN 2017, THE COMMUNITY BENEFIT COMMITTEE INTEGRATED WITH THE REVEREND DR. MARTIN LUTHER KING COMMITTEE TO FORM AN ENHANCED COMMITTEE SERVING COMMUNITY BENEFIT AND DIVERSITY INITIATIVES THIS COMMITTEE CONTINUED TO PROVIDE OVERSIGHT IN FY18. UPDATES ON JEFFERSON ENTERPRISE DIVERSITY INITIATIVES, COMMUNITY BENEFIT, FINANCIAL ASSISTANCE PROGRAMS AND HEALTH SYSTEM CLINICS CONTINUED TO BE RELEVANT AGENDA ITEMS. COMMUNITY HEALTH, COMMUNITY BENEFIT AND OTHER AH LEADERS AND STAFF ARE DEDICATED TO THE IMPLEMENTATION PLANS OF THE CHNA WORKING ON NEW INITIATIVES IN FY18 SUCH AS FOOD INSECURITY; ENHANCING ACCESS TO COMMUNITY RESOURCES IN SUPPORT OF SOCIAL DETERMINANTS OF HEALTH AND HEALTH DISPARITIES EXPANDING BEYOND MONTGOMERY COUNTY; MENTAL HEALTH INITIATIVES, SUBSTANCE USE DISORDER ESPECIALLY WORK ON OPIOID USE DISORDER AND THE CURRENT CRISIS INCLUDING PROGRAMS AND COLLABORATION AROUND DRUG TAKE BACK, WARM HAND OFF, PREVENTION AND EDUCATION.
CORE FORM, PART VI, SECTION A; QUESTION 2 DAVID J. ESKIN, M.D. AND MARK R. ESKIN - FAMILY RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 ABINGTON HEALTH ("AH") IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF AH. TJU HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO AND MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS OF THE ORGANIZATION AND THE SYSTEM TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW. THEREAFTER, THE CPA FIRM GAVE A FORM 990 SUMMARY PRESENTATION TO THE TJU AUDIT, RISK AND COMPLIANCE COMMITTEE AND THEREAFTER A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO THIS ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). TJU HAS A COMPENSATION AND HUMAN RESOURCES COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT, INCLUDING THE CHIEF EXECUTIVE OFFICER, PRESIDENT OF ABINGTON HEALTH ("AH") HOSPITALS, SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT OF LEGAL AFFAIRS/GENERAL COUNSEL AND CHIEF OF STAFF. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM, INCLUDING THE CHIEF EXECUTIVE OFFICER, PRESIDENT OF AH HOSPITALS, SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT OF LEGAL AFFAIRS/GENERAL COUNSEL AND CHIEF OF STAFF. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY, THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEWING OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THE PEER GROUP CHOSEN FOR COMPARISON SHOULD REFLECT THE FACT THAT ABINGTON HEALTH IS A MULTI HOSPITAL HEALTHCARE SYSTEM. THE PEER GROUP WILL CONTAIN NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS COMPARABLE IN SIZE AND COMPLEXITY TO ABINGTON HEALTH. THE PEER GROUP WOULD CONSIST OF INDEPENDENT, SINGLE AND MULTI-HOSPITAL HEALTHCARE SYSTEMS THAT HAVE AN EMPHASIS ON TEACHING AND RANGE IN SIZE FROM HALF AS LARGE TO UP TO TWICE AS LARGE AS ABINGTON HEALTH. ALTHOUGH THIS PEER GROUP WILL CONTAIN ORGANIZATIONS FROM ALL PARTS OF THE U.S., ABINGTON HEALTH WILL ALSO EXAMINE REGIONAL (MID-ATLANTIC) AND LOCAL (PHILADELPHIA) PAY LEVELS. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO CERTAIN SENIOR MANAGEMENT PERSONNEL, INCLUDING BUT NOT LIMITED TO THE CHIEF EXECUTIVE OFFICER, PRESIDENT OF AH HOSPITALS, SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT OF LEGAL AFFAIRS/GENERAL COUNSEL AND CHIEF OF STAFF. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION AND FOR THEIR POSITION WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM INCLUDES BOTH FOR PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON core form, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM TEMPORARAY RESTRICTIONS; ($804,825); AND - INCREASE IN VALUE OF SPLIT INTEREST AGREEMENTS AND PERPETUAL TRUSTS FROM TEMPORARY RESTRICTION; $12,513.
CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'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 AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. TJU'S AUDIT, RISK AND COMPLIANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet 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
ABINGTON HEALTH FOUNDATION
 
Employer identification number

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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










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


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


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

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)THOMAS JEFFERSON UNIVERSITY
601 WALNUT STREET SUITE 925E

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

LANSDALE,PA19446
26-3359979 		HEALTH SVCS. PA 501(c)(3) HOSPITAL AH
 
 
No
(17)ARIA HEALTH SYSTEM
10800 KNIGHTS ROAD

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

PHILADELPHIA,PA19114
23-0596940 		HEALTH SVCS. PA 501(C)(3) HOSPITAL AHS
 
 
No
(19)ARIA HEALTH PHYSICIAN SERVICES
10800 KNIGHTS ROAD

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

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

BENSALEM,PA19020
23-7318683 		FUNDRAISING PA 501(C)(3) 509(A)(3) AH
 
 
No
(22)PHILADELPHIA UNIVERSITY
SCHOOL HOUSE LN AND HENRY AVE

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

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

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

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

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

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

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

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

PHILADELPHIA,PA19102
23-1476328 		HEALTH SVCS. PA 501(C)(3) HOSPITAL TJU
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



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

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




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



 		(k)
Percentage
ownership
Yes No Yes No
(1) 1100 WALNUT ASSOC

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

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

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

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

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

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

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

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

3 VILLAGE RD
HORSHAM,PA19044
23-2400586 		MEDICAL OFFICE PA NA
  		                 
(10) MED IMAGING ASSOC

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

500 MARLBORO AVENUE
CHERRY HILL,NJ08002
47-2661672 		INACTIVE NJ NA
  		C CORP.         No
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























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

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