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
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
CName of organization
THOMAS JEFFERSON UNIVERSITY
 
% RONALD C KELLER CPA
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1101 MARKET STREET SUITE 2004
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19107
D Employer identification number

23-1352651
E Telephone number

G Gross receipts $ 884,297,327
F Name and address of principal officer:
STEPHEN K KLASKO MD MBA
1101 MARKET ST STE 2004
PHILADELPHIA,PA19107
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JEFFERSON.EDU
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1824
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 42
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 37
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 5,589
6 Total number of volunteers (estimate if necessary) ............. 6 2,169
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,831,630
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 2,835,807
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 30,787,594 54,536,876
9 Program service revenue (Part VIII, line 2g) ......... 607,063,863 801,238,963
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 50,056,736 15,139,037
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 8,968,794 10,457,350
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 696,876,987 881,372,226
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 22,677,771 28,570,686
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) 383,222,346 463,336,669
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet9,726,648    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 272,146,285 369,892,628
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 678,046,402 861,799,983
19 Revenue less expenses. Subtract line 18 from line 12....... 18,830,585 19,572,243
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 2,783,358,881 3,323,829,633
21 Total liabilities (Part X, line 26)............. 2,072,010,733 2,615,740,015
22 Net assets or fund balances. Subtract line 21 from line 20..... 711,348,148 708,089,618
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: THOMAS JEFFERSON UNIVERSITY ("TJU") IS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES.
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 $ 752,992,468 including grants of $ 28,570,686 ) (Revenue $ 810,776,646 )
EXPENSES INCURRED IN FUNCTIONING AS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY, AS WELL AS, THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. ADDITIONALLY, THIS ORGANIZATION SERVES AS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATIONS COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.
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 expensesMediumBullet752,992,468
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
Yes
 
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule EClick to see attachment
13
Yes
 
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
Yes
 
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ 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
 
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
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
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...............Click to see list of attachments
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
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
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
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............ Click to see attachment
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...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
Yes
 
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,228
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 (2018)
Form 990 (2018)
Page 5
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
5,589
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
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
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
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
Yes
 
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
 
No
Form 990 (2018)
Form 990 (2018)
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
42
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
37
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
Yes
 
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
 
No
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
 
No
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
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA , 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:
MediumBulletRONALD C KELLER CPA1101 MARKET STREET STE 2004   PHILADELPHIA,PA19107 (215) 503-8344
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) STEPHEN P CRANE......................................................................
CHAIRMAN - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(2) H RICHARD HAVERSTICK JR......................................................................
VICE CHAIRMAN - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(3) PATRICIA WELLENBACH......................................................................
SECRETARY - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(4) RICHARD W HEVNER......................................................................
TREASURER - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(5) ROBERT S ADELSON ESQ......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(6) DAVID ARCHIBALD EDD......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(7) ROBERT I BARSKY DO......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(8) DAVID R BINSWANGER......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(9) JAY W BLUMENTHAL......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(10) IRA BRIND ESQ......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(11) THOMAS S BROWN ESQ......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(12) RONALD L CAPUTO......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(13) ALFRED J D'ANGELO JR ESQ......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(14) ROBERT DISTANISLAO......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(15) JOHN F DURANTE......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(16) BRUCE K ENTWISLE......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(17) ORLANDO ESPOSITO......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
Form 990 (2018)
Form 990 (2018)
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) STEPHEN K KLASKO MD MBA........................................................................
TRUSTEE-PRES/CEO TJU&JEFF HLTH
60.0
.......................0.0
X   X       5,367,198 0 2,126,045
(19) WILLIAM A LANDMAN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(20) MARVIN MASHNER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(21) JOSEPH MARESSA JR ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(22) EDWARD MCKENNA III........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(23) LESLIE MCNAMARA........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(24) AUSTIN A MEEHAN III PE........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(25) RONALD J NAPLES........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(26) BRUCE J PAPARONE........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(27) VIVIAN PINN MD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(28) DUNCAN B PITCAIRN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(29) RICHARD T RILEY........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(30) CARO U ROCK........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(31) BENJAMIN V SANCHEZ ESQ CPA........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(32) PHILIP J SASSO MD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(33) JOHN P SILVESTRI........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(34) ALBERT E SMITH CPA........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(35) JOSEPH A SMITH........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(36) MICHAEL SNEED........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(37) MERYLE TWERSKY ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(38) ALEXANDER VACCARO MD PHD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(39) EILEEN VOYNICK........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(40) TRISTA WALKER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(41) JOHN WALP........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(42) CRAIG WHITE........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(43) RICHARD ROTHMAN MD........................................................................
TRUSTEE (TERMED 10/18)
5.0
.......................0.0
X           0 0 0
(44) CRISTINA G CAVALIERI ESQ........................................................................
SECRETARY-EVP CH LEGAL COUNSEL
60.0
.......................0.0
    X       1,038,701 0 281,773
(45) PETER L DEANGELIS JR........................................................................
TREASURER - EVP, CFO & CAO
60.0
.......................0.0
    X       1,340,285 0 439,128
(46) BRUCE A MEYER MD MBA........................................................................
SENIOR EVP TJU, PRES JEFF HLTH
60.0
.......................0.0
    X       1,799,206 0 759,481
(47) ANNE BOLAND DOCIMO MD MBA........................................................................
EVP, POP HLTH&CCTO(TERM 9/18)
55.0
.......................0.0
    X       2,008,999 0 41,845
(48) LAURENCE M MERLIS........................................................................
EVP, STRATEGIC PTRS & INNOV.
60.0
.......................0.0
    X       1,596,197 204,353 648,813
(49) MARK L TYKOCINSKI MD........................................................................
EVP, ACAD AFFAIRS & PROVOST
60.0
.......................0.0
    X       1,312,712 0 275,489
(50) KATHLEEN KINSLOW CRNA MBA........................................................................
EVP, CHIEF INTEGRATION OFFICER
55.0
.......................0.0
    X       1,050,771 136,098 458,671
(51) KATHLEEN GALLAGHER........................................................................
EVP, COO TJU
55.0
.......................0.0
    X       917,368 0 330,483
(52) ELIZABETH DALE EDD........................................................................
EVP, CHIEF ADVANCEMENT OFFICER
55.0
.......................0.0
    X       909,174 0 275,895
(53) JOHN C EKARIUS........................................................................
EVP, CHIEF OF STAFF
55.0
.......................0.0
    X       883,505 0 272,999
(54) JEFFREY STEVENS........................................................................
EVP, CHIEF HR OFFICER
55.0
.......................0.0
    X       796,203 0 394,058
(55) JACK LUDMIR MD........................................................................
EVP, EQTY ASSOC PROV(EFF 1/19)
55.0
.......................0.0
    X       716,457 0 73,274
(56) NASSAR NIZAMI........................................................................
EVP, CHIEF INFORMATION OFFICER
55.0
.......................0.0
    X       708,150 0 52,414
(57) CHARLES G LEWIS........................................................................
EVP, CHIEF GRWTH&MRKT OFFICER
55.0
.......................0.0
    X       647,268 0 303,054
(58) ROSALYN RITTS PHD........................................................................
EVP, CHIEF INNOVATION OFFICER
55.0
.......................0.0
    X       556,558 0 72,983
(59) NEIL GOMES........................................................................
EVP, CHIEF DIGITAL OFFICER
55.0
.......................0.0
    X       371,152 0 59,080
(60) STEPHANIE CONNERSMBABSNRN........................................................................
EVP, COO JH (EFF 9/18)
55.0
.......................0.0
    X       188,655 0 533
(61) SUSAN CAMPBELL DNP RN........................................................................
EVP, CNE JH (EFF 11/18)
55.0
.......................0.0
    X       90,088 0 630
(62) JOSEPH W DEVINE FACHE........................................................................
CHIEF EXPERIENCE OFFICER JH
55.0
.......................0.0
    X       0 1,189,072 94,745
(63) ALFRED C SALVATO........................................................................
SVP, CAPITAL MANAGEMENT & CIO
55.0
.......................0.0
      X     777,183 0 91,152
(64) MICHAEL J VERGARE MD........................................................................
SVP, PARTNERSHIPS&AFFILIATIONS
55.0
.......................0.0
      X     697,029 4,636 55,885
(65) RONALD BOWLAN........................................................................
SVP, FACILITIES & CAMPUS PLAN
55.0
.......................0.0
      X     480,519 0 51,552
(66) JOSEPH HILL........................................................................
SVP, CHIEF DIVERSITY OFFICER
55.0
.......................0.0
      X     394,567 0 51,557
(67) ROBERT H ROSENWASSER MD........................................................................
PROFESSOR & PHYSICIAN
55.0
.......................0.0
        X   1,964,884 282,750 80,042
(68) JAMES S HARROP MD........................................................................
PROFESSOR & PHYSICIAN
55.0
.......................0.0
        X   261,128 1,769,841 79,135
(69) SRINIVAS PRASAD MD MS........................................................................
PROFESSOR & PHYSICIAN
55.0
.......................0.0
        X   60,914 1,778,319 42,889
(70) JACK JALLO MD PHD........................................................................
PROFESSOR & PHYSICIAN
55.0
.......................0.0
        X   262,821 1,549,608 87,945
(71) MARC R ROSEN MD........................................................................
PROFESSOR & PHYSICIAN
55.0
.......................0.0
        X   116,811 1,347,551 66,965
(72) THEODORE F TARASCHI PHD........................................................................
FORMER OFFICER
55.0
.......................0.0
          X 281,718 0 51,832
(73) JOHN J KELLY MD........................................................................
FORMER OFFICER
0.0
.......................0.0
          X 0 707,174 0
(74) STEPHEN SPINELLI........................................................................
FORMER KEY EMPLOYEE
0.0
.......................0.0
          X 952,696 0 46,432
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 28,548,917 8,969,402 7,666,779
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 MediumBullet865
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
P AGNES INC,
2101 PENROSE AVENUE
PHILADELPHIA,PA19145
CONSTRUCTION 16,308,791
DNH MEDICAL MANAGEMENT INC,
PO BOX 74008784
CHICAGO,IL60674
CONSULTING 10,787,000
HARMELIN ASSOCIATES INC,
525 RIGHTERS FERRY ROAD
BALA CYNWYD,PA19004
ADVERTISING 8,134,409
SIERRA-CEDAR INC,
PO BOX 402521
ATLANTA,GA30384
CONSULTING 4,064,688
DRINKER BIDDLE REATH LLP,
ONE LOGAN SQUARE STE 2000
PHILADELPHIA,PA19103
LEGAL 3,878,859
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet230
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 1,419,577
d Related organizations1d 159,898
e Government grants (contributions)1e 1,000,000
f All other contributions, gifts, grants, and similar amounts not included above1f 51,957,401
g Noncash contributions included in lines 1a - 1f:$ 1,824,550
h Total. Add lines 1a-1f.......MediumBullet 54,536,876
 Program Service RevenueAmt Business Code
2a EDUCATION 611300 275,845,452 275,845,452    
b ACADEMIC RESEARCH 547712 97,332,605 97,332,605    
c RENTAL INCOME FROM AFFILIATES 351190 2,127,900 2,127,900    
d PROGRAM SERVICE RELATED REVENUE 611300 425,933,006 425,749,354 183,652  
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 801,238,963
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 945,818     945,818
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   2,871,620
b Less: rental expenses   1,951,953
c Rental income or (loss) 0 919,667
d Net rental income or (loss)......MediumBullet 919,667     919,667
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   14,319,233
b Less: cost or other basis and sales expenses 126,014  
c Gain or (loss) -126,014 14,319,233
d Net gain or (loss).....MediumBullet 14,193,219   2,156,479 12,036,740
8a Gross income from fundraising events (not including $ 1,419,577of contributions reported on line 1c). See Part IV, line 18 ....
a 847,134
b Less: direct expenses ...b 847,134
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 0
b Less: direct expenses ...b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
a 0
b Less: cost of goods sold ..b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a PARKING 541800 9,537,683 8,046,184 1,491,499  
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 9,537,683
12 Total revenue. See Instructions......MediumBullet 881,372,226 809,101,495 3,831,630 13,902,225
Form 990 (2018)
Form 990 (2018)
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 9,447,816 9,447,816
2 Grants and other assistance to domestic individuals. See Part IV, line 22 16,428,410 16,428,410
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 2,694,460 2,694,460
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 31,673,557 27,721,527 3,442,016 510,014
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 343,422,450 300,572,319 37,320,271 5,529,860
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 14,209,202 12,436,265 1,544,137 228,800
9 Other employee benefits ....... 46,727,363 40,897,011 5,077,938 752,414
10 Payroll taxes ........... 27,304,097 24,515,616 2,438,122 350,359
11 Fees for services (non-employees):        
a Management ...... 997,456 997,456    
b Legal ......... 8,262,094 6,617,628 1,644,466  
c Accounting ........... 2,219,738 1,720,963 498,775  
d Lobbying ........... 857,179 613,952 243,227  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 9,617,071 9,617,071    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 118,270,397 93,444,442 24,237,774 588,181
12 Advertising and promotion .... 15,317,345 12,007,474 3,308,981 890
13 Office expenses ....... 20,610,003 17,136,228 2,997,140 476,635
14 Information technology ...... 34,124,658 26,661,075 7,232,911 230,672
15 Royalties .. 0      
16 Occupancy ........... 35,977,260 32,766,735 2,819,025 391,500
17 Travel ............ 17,901,598 17,368,109 392,139 141,350
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 2,383,832 2,200,376 177,005 6,451
20 Interest ........... 8,785,755 8,784,958 797  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 28,470,241 28,470,241    
23 Insurance ... 83,884 83,884    
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 REPAIRS & MAINTENANCE 19,532,909 15,533,036 3,999,873 0
b RESEARCH SUPPLIES 16,710,757 16,708,343 2,414 0
c DUES & SUBSCRIPTIONS 10,478,934 9,202,867 1,238,819 37,248
d MEDICAL SUPPLIES 9,268,546 8,845,319 423,227 0
e All other expenses 10,022,971 9,498,887 41,810 482,274
25 Total functional expenses. Add lines 1 through 24e 861,799,983 752,992,468 99,080,867 9,726,648
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 (2018)
Form 990 (2018)
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 ......... 105,463,201 2 295,151,155
3 Pledges and grants receivable, net ...... 101,996,292 3 112,384,000
4 Accounts receivable, net ............. 15,986,725 4 14,846,895
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
300,000 5 300,000
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
0 6 0
7 Notes and loans receivable, net .... 24,044,207 7 23,033,436
8 Inventories for sale or use ........ 1,565,696 8 1,956,857
9 Prepaid expenses and deferred charges ...... 22,534,300 9 26,234,412
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 959,098,240
b Less: accumulated depreciation 10b 512,295,202 388,531,324 10c 446,803,038
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 .. 983,708,293 13 731,664,945
14 Intangible assets ............... 0 14 6,060,343
15 Other assets. See Part IV, line 11 ........... 1,139,228,843 15 1,665,394,552
16 Total assets. Add lines 1 through 15 (must equal line 34)... 2,783,358,881 16 3,323,829,633
Liabilities 17 Accounts payable and accrued expenses ..... 178,770,399 17 252,554,090
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 20,967,162 19 20,125,933
20 Tax-exempt bond liabilities ......... 1,674,287,074 20 2,096,631,858
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 76,050 23 57,206
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 197,910,048 25 246,370,928
26 Total liabilities. Add lines 17 through 25.. 2,072,010,733 26 2,615,740,015
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 267,618,094 27 229,884,950
28 Temporarily restricted net assets ........... 443,730,054 28 478,204,668
29 Permanently restricted net assets 0 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 711,348,148 33 708,089,618
34 Total liabilities and net assets/fund balances ........ 2,783,358,881 34 3,323,829,633
Form 990 (2018)
Form 990 (2018)
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
881,372,226
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
861,799,983
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
19,572,243
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
711,348,148
5
Net unrealized gains (losses) on investments ...............
5
35,151,562
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
-57,982,335
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
708,089,618
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 (2018)
Form 990 (2018)
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 the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 18,423,898 56,883,580 40,274,409 30,787,594 54,536,876 200,906,357
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 18,423,898 56,883,580 40,274,409 30,787,594 54,536,876 200,906,357
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).. 24,555,457
6 Public support. Subtract line 5 from line 4. 176,350,900
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 18,423,898 56,883,580 40,274,409 30,787,594 54,536,876 200,906,357
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 11,962,114 10,469,379 10,198,680 4,346,797 3,817,438 40,794,408
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 10 241,700,765
12
12
2,856,101,286
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
72.962 %
15
15
78.215 %
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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) 2018

Schedule A (Form 990 or 990-EZ) 2018
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 2018 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-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, 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 2018. 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 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
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) 2018


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
2018
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
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) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number
23-1352651
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
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) (2018)

Additional Data


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

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

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

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

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

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

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2018

Schedule C (Form 990 or 990-EZ) 2018
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...............................    
c Total lobbying expenditures (add lines 1a and 1b) ...................................................................    
d Other exempt purpose expenditures ........................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2018


Schedule C (Form 990 or 990-EZ) 2018
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
Yes
 
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
857,179
j
Total. Add lines 1c through 1i ....................................................................................................
857,179
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
SCHEDULE C, PART II-B, LINES 1B, 1F, 1G & 1I DURING THE YEAR ENDED JUNE 30, 2019 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $852,735 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2019. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS SENIOR VICE PRESIDENT OF GOVERNMENT/EXTERNAL AFFAIRS TO REPRESENT TIME SPENT ADDRESSING FEDERAL, STATE AND LOCAL HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $2,990 DURING THE FISCAL YEAR ENDED JUNE 30, 2019. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,454 DURING THE FISCAL YEAR ENDED JUNE 30, 2019.
Schedule C (Form 990 or 990EZ) 2018


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 the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
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 SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $ 5,747,881
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
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 .... 594,575,264 574,584,954 539,215,761 472,108,488 375,697,000
b Contributions ... 13,757,420 11,836,587 13,454,286 82,747,763 91,014,488
c Net investment earnings, gains, and losses 30,784,522 29,738,195 45,125,331 4,093,424 19,241,000
d Grants or scholarships ... 0 0 0 0 0
e Other expenditures for facilities
and programs ...
26,224,142 21,584,472 23,210,424 19,733,914 13,844,000
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 612,893,064 594,575,264 574,584,954 539,215,761 472,108,488
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet49.990 %
b
Permanent endowment SchDMd Bullet30.870 %
c
Temporarily restricted endowment SchDMd Bullet19.140 %
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 .....   47,586,121 47,586,121
b Buildings ....   611,164,898 352,982,864 258,182,034
c Leasehold improvements   9,223,885   9,223,885
d Equipment ....   244,630,931 159,312,338 85,318,593
e Other .....   46,492,405   46,492,405
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 446,803,038
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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)ASSETS WHOSE USE IS LIMITED 29,449,544 F
(2)SHORT-TERM INVESTMENTS 78,493,072 F
(3)LONG-TERM INVESTMENTS 623,722,329 F
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 731,664,945
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) DUE FROM AFFILIATES 1,657,437,342
(2) OTHER RECEIVABLES 2,165,000
(3) OTHER ASSETS 5,792,210
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 1,665,394,552
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
GRANT & CONTRACT ADVANCES 16,944,888
FEDERAL STUDENT LOAN ADVANCES 9,375,349
ACCRUED PENSION LIABILITY 172,198,180
ACCRUED WORKERS COMPENSATION CLAIMS 11,226,116
INTEREST RATE SWAP CONTRACTS 33,975,306
OTHER LIABILITIES 2,651,089
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 246,370,928
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) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART III; QUESTION 4 THE ORGANIZATION MAINTAINS A COLLECTION OF PORTRAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION.
SCHEDULE D, PART V; QUESTION 4 ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2019 AND JUNE 30, 2018; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATIONS AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: THOMAS JEFFERSON UNIVERSITY'S ("TJU'S") ENDOWMENTS CONSIST OF 1,006 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 ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS, AND WERE $1.3 MILLION AND $1.4 MILLION AS OF JUNE 30, 2019 AND 2018, 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%; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR.
Schedule D (Form 990) 2018


Additional Data


Software ID:  
Software Version:  




SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Schools

Right pointing arrow large image Complete if the organization answered "Yes" on Form 990,
Part IV, line 13, or Form 990-EZ, Part VI, line 48.
Right pointing arrow large image Attach to Form 990 or Form 990-EZ.
Right pointing arrow large image Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047 2018Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
YES
NO
1
Does the organization have a racially nondiscriminatory policy toward students by statement in its charter, bylaws,
other governing instrument, or in a resolution of its governing body? . . . . . . . . . . . . . . . . . . .
1
Yes
 
2
Does the organization include a statement of its racially nondiscriminatory policy toward students in all its
brochures, catalogues, and other written communications with the public dealing with student admissions,
programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Yes
 
3
Has the organization publicized its racially nondiscriminatory policy through newspaper or broadcast media during
the period of solicitation for students, or during the registration period if it has no solicitation program, in a way
that makes the policy known to all parts of the general community it serves? If "Yes," please describe. If "No,"
please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . . . . . . . .
3
Yes
 
 
4
Does the organization maintain the following?
a
Records indicating the racial composition of the student body, faculty, and administrative staff? . . . . . . . . .
4a
Yes
 
b
Records documenting that scholarships and other financial assistance are awarded on a racially nondiscriminatory
basis? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
c
Copies of all catalogues, brochures, announcements, and other written communications to the public dealing
with student admissions, programs, and scholarships? . . . . . . . . . . . . . . . . . . . . . . .
4c
Yes
 
d
Copies of all material used by the organization or on its behalf to solicit contributions? . . . . . . . . . . . .
4d
Yes
 
If you answered "No" to any of the above, please explain. If you need more space, use Part II.
 
5
Does the organization discriminate by race in any way with respect to:
a
Students' rights or privileges? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5a
 
No
b
Admissions policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5b
 
No
c
Employment of faculty or administrative staff? . . . . . . . . . . . . . . . . . . . . . . . . .
5c
 
No
d
Scholarships or other financial assistance? . . . . . . . . . . . . . . . . . . . . . . . . . .
5d
 
No
e
Educational policies? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5e
 
No
f
Use of facilities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5f
 
No
g
Athletic programs? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5g
 
No
h
Other extracurricular activities? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5h
 
No
If you answered "Yes" to any of the above, please explain. If you need more space, use Part II.
 
6a
Does the organization receive any financial aid or assistance from a governmental agency? . . . . . . . . . .
6a
Yes
 
b
Has the organization's right to such aid ever been revoked or suspended? . . . . . . . . . . . . . . . .
6b
 
No
If you answered "Yes" to either line 6a or line 6b, explain on Part II.
7
Does the organization certify that it has complied with the applicable requirements of sections 4.01 through 4.05
of Rev. Proc. 75-50, 1975-2 C.B. 587, covering racial nondiscrimination? If "No," explain on Part II. . . . . . . . .
7
Yes
 
Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50085D
Schedule E (Form 990 or 990-EZ) (2018)
Schedule E (Form 990 or 990EZ) (2018)
Page 2
Part II
Supplemental Information. Provide the explanations required by Part I, lines 3, 4d, 5h, 6b, and 7, as applicable. Also provide
any other additional information (see instructions).
Return Reference Explanation
SCHEDULE E, PART I; QUESTION 3 THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. AN EQUAL OPPORTUNITY EMPLOYMENT POLICY WAS PUBLICIZED IN FY2018-2019 IN THE LOCAL NEWSPAPER, THE PHILADELPHIA INQUIRER.
SCHEDULE E, PART I; QUESTION 6 DURING THE FISCAL YEAR ENDED JUNE 30, 2019, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. PLEASE REFER TO CORE FORM, PART VIII, LINE 1E FOR THIS AMOUNT.
Schedule E (Form 990 or 990-EZ) (2018)
Additional Data


Software ID:  
Software Version:  
SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region
(f) Total expenditures
for and investments
in region
Europe (Including Iceland and Greenland) 0 0 Grantmaking   2,214,888
Middle East and North Africa 0 0 Grantmaking   32,506
North America 0 0 Grantmaking   18,932
South Asia 0 0 Grantmaking   428,134
Europe (Including Iceland and Greenland) 0 0 Investments   17,418,212
East Asia and the Pacific 0 0 Investments   9,880,457
South America 0 0 Investments   650,007
North America 0 0 Investments   9,747,750
Central America and the Caribbean 0 0 Investments   78,897,438
Middle East and North Africa 0 0 Investments   181
           
           
           
           
           
           
           
3a Sub-total ..... 0 0 119,288,505
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b) 0 0 119,288,505
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of non-cash
assistance
(h) Description
of non-cash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
Europe (Including Iceland and Greenland) SPONSORED 51,357 WIRE      
North America SPONSORED 8,932 WIRE      
Middle East and North Africa SPONSORED 32,506 WIRE      
Europe (Including Iceland and Greenland) SPONSORED 1,780,383 WIRE      
Europe (Including Iceland and Greenland) SPONSORED 107,238 WIRE      
South Asia SPONSORED 428,134 WIRE      
Europe (Including Iceland and Greenland) SPONSORED 34,182 WIRE      
Europe (Including Iceland and Greenland) SPONSORED 241,728 WIRE      
North America SPONSORED 10,000 WIRE      
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
8
3 Enter total number of other organizations or entities .......................MediumBullet
1
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
non-cash
assistance
(g) Description
of non-cash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2018
Schedule F (Form 990) 2018
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
SCHEDULE F, PART I; LINE 2 THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.
SCHEDULE F, PART IV; QUESTION 5 THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2019. HOWEVER, THE ORGANIZATION DID NOT MEET THE REPORTING THRESHOLDS REQUIRED TO FILE ANY FORMS 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2018
Additional Data


Software ID:  
Software Version:  



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
2018
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
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 ten 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
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2018
Schedule G (Form 990 or 990-EZ) 2018
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

NIGHT FOR PARK
(event type)
(c) Other events

4
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

1,471,850

516,180

278,681

2,266,711

2

Less: Contributions . . . .

906,673

443,689

69,215

1,419,577
3 Gross income (line 1 minus
line 2) . . . . . .

565,177

72,491

209,466

847,134



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .     466 466
6 Rent/facility costs . . . .     22,600 22,600
7 Food and beverages . . . 301,318 48,936 70,008 420,262
8 Entertainment . . . .   8,587 94,105 102,692
9 Other direct expenses . . . 263,859 14,968 22,287 301,114
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 847,134
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:
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) 2018
Schedule G (Form 990 or 990-EZ) 2018
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
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 (Form 990 or 990-EZ) 2018
Additional Data


Software ID:  
Software Version:  

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

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number
23-1352651
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) ALBERT EINSTEIN HEALTHCARE NETWORK
5501 OLD YORK ROAD
PHILADELPHIA,PA19141
23-2290323 501(C)(3) 45,057       PROGRAM SUPPORT
(2) ARCADIA UNIVERSITY
450 SOUTH EASTON ROAD
GLENSIDE,PA19038
23-1352620 501(C)(3) 19,500       PROGRAM SUPPORT
(3) ARTZ PHILADELPHIA
1229 CHESTNUT STREET
PHILADELPHIA,PA19107
81-0862996 501(c)(3) 57,950       PROGRAM SUPPORT
(4) BAYLOR COLLEGE OF MEDICINE
1 BAYLOR PLAZA
HOUSTON,TX77030
74-1613878 501(C)(3) 241,279       PROGRAM SUPPORT
(5) BENTEN TECHNOLOGIES
13996 PARKEAST CIRCLE
CHANTILLY,VA20151
54-1986427   90,009       PROGRAM SUPPORT
(6) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA022155491
04-2103881 501(C)(3) 41,365       PROGRAM SUPPORT
(7) BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREET
BOSTON,MA021156110
04-2312909 501(C)(3) 385,739       PROGRAM SUPPORT
(8) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE
CLEVELAND,OH44106
34-1018992 501(C)(3) 16,350       PROGRAM SUPPORT
(9) CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVD
LOS ANGELES,CA90048
95-1652905 501(C)(3) 11,906       PROGRAM SUPPORT
(10) CENTER IN THE PARK
5818 GERMANTOWN AVE
PHILADELPHIA,PA19144
23-1919016 501(C)(3) 21,435       PROGRAM SUPPORT
(11) CHAPMAN UNIVERSITY
1 UNIVERSITY DRIVE
ORANGE,CA928661005
95-1643992 501(C)(3) 8,502       PROGRAM SUPPORT
(12) CHILDRENS HOSPITAL OF PHILADELPHIA
3516 CIVIC CTR BLVD
PHILADELPHIA,PA19104
23-1352166 501(C)(3) 311,359       PROGRAM SUPPORT
(13) CHRISTIANA CARE HEALTH SERVICES INC
4755 OGLETOWN-STANTON ROAD
NEWARK,DE19718
51-0103684 501(C)(3) 21,838       PROGRAM SUPPORT
(14) CLEVELAND CLINIC LERNER COLLEGE OF MEDICINE
9500 EUCLID AVENUE
CLEVELAND,OH441950001
34-0714585 501(C)(3) 82,969       PROGRAM SUPPORT
(15) CULTURE TRUST GREATER PHILADELPHIA
1315 WALNUT STREET
PHILADELPHIA,PA19107
23-1885448 501(C)(3) 49,350       PROGRAM SUPPORT
(16) DANA FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUE
BOSTON,MA022155450
04-2663040 501(C)(3) 5,125       PROGRAM SUPPORT
(17) DOYLESTOWN HOSPITAL
595 WEST STATE STREET
DOYLESTOWN,PA18901
23-1352174 501(C)(3) 6,300       PROGRAM SUPPORT
(18) DREXEL UNIVERSITY COLLEGE OF MEDICINE
1505 RACE ST 10TH FL
PHILADELPHIA,PA19102
23-1352630 501(C)(3) 481,411       PROGRAM SUPPORT
(19) EXXELL BIO INC
5264 OXFORD STREET NORTH
ST PAUL,MN55126
47-2234335   28,041       PROGRAM SUPPORT
(20) FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROAD
BOCA RATON,FL33431
65-0385507 501(C)(3) 252,126       PROGRAM SUPPORT
(21) FOX CHASE CANCER CENTER
333 COTTMAN AVENUE
PHILADELPHIA,PA19111
23-2003072 501(C)(3) 25,000       PROGRAM SUPPORT
(22) GABRIEL T TATARIAN LLC
1015 CHESTNUT ST
PHILADELPHIA,PA19107
22-3831887   9,456       PROGRAM SUPPORT
(23) GE GLOBAL RESEARCH
1 RESEARCH CIRCLE
NISKAYUNA,NY12309
14-0689340   61,249       PROGRAM SUPPORT
(24) GEORGE WASHINGTON UNIVERSITY
2121 EYE ST NW
WASHINGTON,DC20052
53-0196584 115 170,783       PROGRAM SUPPORT
(25) GEORGETOWN UNIVERSITY
4000 RESERVOIR ROAD
WASHINGTON,DC20007
53-0196603 501(C)(3) 95,379       PROGRAM SUPPORT
(26) GEORGIA STATE UNIV RESEARCH FDN
PO BOX 3999
ATLANTA,GA303023999
58-1845423 501(C)(3) 243,530       PROGRAM SUPPORT
(27) HUGO W MOSHER RESEARCH
707 NORTH BROADWAY
BALTIMORE,MD212051832
52-1524965 501(C)(3) 7,500       PROGRAM SUPPORT
(28) ICAHN SCHOOL OF MEDICINE-MOUNT SINAI
1 GUSTAVE L LEVY PL
NEW YORK,NY10029
13-6171197 501(C)(3) 188,431       PROGRAM SUPPORT
(29) IMMUNE DESIGN CORPORATION
1616 EASTLAKE AVE E 310
SEATTLE,WA98102
26-2007174   23,311       PROGRAM SUPPORT
(30) INFECTIOUS DISEASE RESEARCH INSTITUTE
1616 EASTLAKE AVE STE 400
SEATTLE,WA98102
91-1608978 501(C)(3) 619,154       PROGRAM SUPPORT
(31) JACKSON LABORATORY
600 MAIN STREET
BAR HARBOR,ME04609
01-0211513 501(C)(3) 39,745       PROGRAM SUPPORT
(32) JOHNS HOPKINS UNIVERSITY
1101 E 33RD ST STE B220
BALTIMORE,MD21218
52-0595110 501(C)(3) 221,091       PROGRAM SUPPORT
(33) LANKENAU INSTITUTE FOR MED RESEARCH
100 LANCASTER AVENUE
WYNNEWOOD,PA19096
23-2175659 501(C)(3) 14,734       PROGRAM SUPPORT
(34) MAGEE REHABILITATION HOSPITAL
6 FRANKLIN PLAZA
PHILADELPHIA,PA19102
23-1476328 501(C)(3) 62,804       PROGRAM SUPPORT
(35) MEE PRODUCTIONS INC
1 WINDING DR STE 203
PHILADELPHIA,PA19131
23-2618368   16,621       PROGRAM SUPPORT
(36) MEMORIAL HERMANN HEALTH SYSTEM
929 GESSNER ROAD 2700
HOUSTON,TX77024
74-1152597 501(C)(3) 6,500       PROGRAM SUPPORT
(37) MOFFITT CANCER CENTER
12902 USF MAGNOLIA DRIVE
TAMPA,FL33612
59-3238636 501(C)(3) 6,213       PROGRAM SUPPORT
(38) ALFRED I DUPONT HOSPITAL
1600 ROCKLAND ROAD
WILMINGTON,DE19803
59-0634433 501(C)(3) 80,361       PROGRAM SUPPORT
(39) NORTHWESTERN UNIVERSITY
633 CLARK STREET
EVANSTON,IL60208
36-2167817 501(C)(3) 202,559       PROGRAM SUPPORT
(40) THE PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVE
HERSHEY,PA170330850
24-6000376 115 38,213       PROGRAM SUPPORT
(41) PLANNED PARENTHOOD KEYSTONE
5920 HAMILTON BOULEVARD
ALLENTOWN,PA18106
23-2450112 501(C)(3) 40,880       PROGRAM SUPPORT
(42) PUBLIC HEALTH MANAGEMENT CORPORATION
1500 MARKET STREET
PHILADELPHIA,PA19102
23-7221025 501(C)(3) 39,716       PROGRAM SUPPORT
(43) READING HOSPITAL
6TH AVE SPRUCE ST
READING,PA19611
23-1352204 501(C)(3) 19,396       PROGRAM SUPPORT
(44) REAGENTS OF THE UNIVERSITY OF CALIFORNIA
10889 WILSHIRE BLVD
LOS ANGELES,CA90095
95-6006143 501(C)(3) 51,087       PROGRAM SUPPORT
(45) ROTHMAN INSTITUTE
925 CHESTNUT ST FL 5
PHILADELPHIA,PA19107
22-2620085   7,123       PROGRAM SUPPORT
(46) ROY N GAY MD PC
2116 CHESTNUT STREET
PHILADELPHIA,PA19103
25-1598411   7,848       PROGRAM SUPPORT
(47) RUTGERS UNIVERSITY
89 FRENCH ST
NEW BRUNSWICK,NJ08901
46-2354111 115 48,117       PROGRAM SUPPORT
(48) SANFORD BURNHAM PREBYS MED DISCOVERY INST
10901 N TORREY PINES RD
LA JOLLA,CA92037
51-0197108 501(C)(3) 109,161       PROGRAM SUPPORT
(49) SHRINERS HOSPITALS FOR CHILDREN
3551 N BROAD ST
PHILADELPHIA,PA19140
36-2193608 115 7,500       PROGRAM SUPPORT
(50) ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PL
MEMPHIS,TN38105
06-7717892 501(C)(3) 8,062       PROGRAM SUPPORT
(51) STANFORD UNIVERSITY
450 SERRA MALL
STANFORD,CA94305
94-1156365 501(C)(3) 349,626       PROGRAM SUPPORT
(52) SWEDISH HEALTH SERVICES
747 BROADWAY
SEATTLE,WA981224307
91-0433740 501(C)(3) 30,707       PROGRAM SUPPORT
(53) TEMPLE UNIVERSITY
1805 BROAD STREET
PHILADELPHIA,PA19122
23-1365971 501(C)(3) 625,629       PROGRAM SUPPORT
(54) THE GENEVA FOUNDATION
917 PACIFIC AVE STE 600
TACOMA,WA98402
91-1593913 501(C)(3) 31,528       PROGRAM SUPPORT
(55) THE LELAND STANFORD JUNIOR UNIVERSITY
450 SERRA MALL
STANFORD,CA94305
94-1156365 501(C)(3) 115,887       PROGRAM SUPPORT
(56) TRUSTEES OF BOSTON UNIVERSITY
715 ALBANY ST 5TH FL W
BOSTON,MA02118
04-2103547 501(C)(3) 40,793       PROGRAM SUPPORT
(57) TRUSTEES OF COLUMBIA UNIVERSITY
535 WEST 116TH STREET
NEW YORK,NY10027
13-5598093 501(C)(3) 36,600       PROGRAM SUPPORT
(58) TRUSTEES OF DARTMOUTH COLLEGE
207 PARKHURST HALL
HANOVER,NH03755
02-0222111 501(C)(3) 13,076       PROGRAM SUPPORT
(59) TRUSTEES OF THE UNIVERSITY OF PA
PO BOX 785541
PHILADELPHIA,PA19178
23-1352685 501(C)(3) 757,443       PROGRAM SUPPORT
(60) TUFTS UNIVERSITY
419 BOSTON AVE
MEDFORD,MA02155
04-2103634 501(C)(3) 218,348       PROGRAM SUPPORT
(61) UNIVERSITY OF LOUISVILLE RESEARCH FDN
300 E MARKET ST 300
LOUISVILLE,KY40202
61-1029626 501(C)(3) 7,500       PROGRAM SUPPORT
(62) UNIVERSITY OF CALIFORNIA
UNIVERSITY OF CALIFORNIA
BERKELEY,CA94720
94-3067788 501(C)(3) 7,084       PROGRAM SUPPORT
(63) UNIVERSITY OF CALIFORNIA SAN DIEGO
200 WEST ARBOR DR
SAN DIEGO,CA92103
95-6006144 115 194,933       PROGRAM SUPPORT
(64) REGENTS OF CA AT SAN FRANCISCO
185 BERRY ST
SAN FRANCISCO,CA94107
94-6036493 501(C)(3) 14,504       PROGRAM SUPPORT
(65) UNIVERSITY OF DELAWARE
210 HULIHEN HALL
NEWARK,DE19716
51-6000297 501(C)(3) 93,289       PROGRAM SUPPORT
(66) UNIVERSITY OF KANSAS MEDICAL CENTER
3901 RAINBOW BLVD
KANSAS CITY,KS66160
48-1108830 501(C)(3) 31,539       PROGRAM SUPPORT
(67) UNIVERSITY OF MARYLAND
3112 LEE BUILDING
COLLEGE PARK,MD20742
52-6002033 115 75,961       PROGRAM SUPPORT
(68) UNIVERSITY OF MIAMI
1320 S DIXIE HWY
CORAL GABLES,FL33146
59-0624458 501(C)(3) 46,377       PROGRAM SUPPORT
(69) UNIVERSITY OF NEBRASKA
1010 LINCOLN MALL 300
LINCOLN,NE68508
47-0379839 501(C)(3) 8,154       PROGRAM SUPPORT
(70) UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST
PHILADELPHIA,PA19104
23-1352685 501(C)(3) 95,128       PROGRAM SUPPORT
(71) UNIVERSITY OF SOUTH ALABAMA
307 N UNIVERSITY BLVD
MOBILE,AL36688
63-0477348 501(C)(3) 178,616       PROGRAM SUPPORT
(72) UNIVERSITY OF WASHINGTON
4333 BROOKLYN AVE NE
SEATTLE,WA98195
91-6001537 501(C)(3) 330,151       PROGRAM SUPPORT
(73) VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE
NASHVILLE,TN37240
62-0476822 501(C)(3) 73,411       PROGRAM SUPPORT
(74) VANDERBILT UNIVERSITY MEDICAL CENTER
1211 MEDICAL CENTER DR
NASHVILLE,TN37232
35-2528741 501(C)(3) 106,393       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
66
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
8
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) SCHOLARSHIPS 1374 11,738,109      
(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, LINE 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) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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
1STEPHEN K KLASKO MD MBA
TRUSTEE-PRES/CEO TJU&JEFF HLTH
(i)

(ii)
1,488,192
-------------
0
1,000,000
-------------
0
2,879,006
-------------
0
2,106,886
-------------
0
19,159
-------------
0
7,493,243
-------------
0
2,300,815
-------------
0
2CRISTINA G CAVALIERI ESQ
SECRETARY-EVP CH LEGAL COUNSEL
(i)

(ii)
665,288
-------------
0
212,520
-------------
0
160,893
-------------
0
265,362
-------------
0
16,411
-------------
0
1,320,474
-------------
0
2,389
-------------
0
3PETER L DEANGELIS JR
TREASURER - EVP, CFO & CAO
(i)

(ii)
933,171
-------------
0
336,090
-------------
0
71,024
-------------
0
422,811
-------------
0
16,317
-------------
0
1,779,413
-------------
0
0
-------------
0
4BRUCE A MEYER MD MBA
SENIOR EVP TJU, PRES JEFF HLTH
(i)

(ii)
1,240,327
-------------
0
441,406
-------------
0
117,473
-------------
0
734,638
-------------
0
24,843
-------------
0
2,558,687
-------------
0
0
-------------
0
5ANNE BOLAND DOCIMO MD MBA
EVP, POP HLTH&CCTO(TERM 9/18)
(i)

(ii)
662,351
-------------
0
177,750
-------------
0
1,168,898
-------------
0
35,750
-------------
0
6,095
-------------
0
2,050,844
-------------
0
556,539
-------------
0
6LAURENCE M MERLIS
EVP, STRATEGIC PTRS & INNOV.
(i)

(ii)
994,803
-------------
7,074
525,370
-------------
0
76,024
-------------
197,279
631,752
-------------
0
17,061
-------------
0
2,245,010
-------------
204,353
0
-------------
197,279
7MARK L TYKOCINSKI MD
EVP, ACAD AFFAIRS & PROVOST
(i)

(ii)
816,292
-------------
0
280,500
-------------
0
215,920
-------------
0
256,478
-------------
0
19,011
-------------
0
1,588,201
-------------
0
4,838
-------------
0
8KATHLEEN KINSLOW CRNA MBA
EVP, CHIEF INTEGRATION OFFICER
(i)

(ii)
747,247
-------------
0
232,500
-------------
0
71,024
-------------
136,098
442,388
-------------
0
16,283
-------------
0
1,509,442
-------------
136,098
0
-------------
136,098
9KATHLEEN GALLAGHER
EVP, COO TJU
(i)

(ii)
576,125
-------------
0
192,000
-------------
0
149,243
-------------
0
314,072
-------------
0
16,411
-------------
0
1,247,851
-------------
0
54,480
-------------
0
10ELIZABETH DALE EDD
EVP, CHIEF ADVANCEMENT OFFICER
(i)

(ii)
502,885
-------------
0
170,500
-------------
0
235,789
-------------
0
265,362
-------------
0
10,533
-------------
0
1,185,069
-------------
0
89,712
-------------
0
11JOHN C EKARIUS
EVP, CHIEF OF STAFF
(i)

(ii)
554,636
-------------
0
178,813
-------------
0
150,056
-------------
0
265,362
-------------
0
7,637
-------------
0
1,156,504
-------------
0
0
-------------
0
12JEFFREY STEVENS
EVP, CHIEF HR OFFICER
(i)

(ii)
500,237
-------------
0
215,500
-------------
0
80,466
-------------
0
371,215
-------------
0
22,843
-------------
0
1,190,261
-------------
0
0
-------------
0
13JACK LUDMIR MD
EVP, EQTY ASSOC PROV(EFF 1/19)
(i)

(ii)
585,222
-------------
0
92,857
-------------
0
38,378
-------------
0
57,731
-------------
0
15,543
-------------
0
789,731
-------------
0
0
-------------
0
14NASSAR NIZAMI
EVP, CHIEF INFORMATION OFFICER
(i)

(ii)
478,478
-------------
0
225,099
-------------
0
4,573
-------------
0
30,250
-------------
0
22,164
-------------
0
760,564
-------------
0
0
-------------
0
15CHARLES G LEWIS
EVP, CHIEF GRWTH&MRKT OFFICER
(i)

(ii)
440,704
-------------
0
139,500
-------------
0
67,064
-------------
0
278,863
-------------
0
24,191
-------------
0
950,322
-------------
0
0
-------------
0
16ROSALYN RITTS PHD
EVP, CHIEF INNOVATION OFFICER
(i)

(ii)
395,236
-------------
0
128,000
-------------
0
33,322
-------------
0
50,140
-------------
0
22,843
-------------
0
629,541
-------------
0
0
-------------
0
17NEIL GOMES
EVP, CHIEF DIGITAL OFFICER
(i)

(ii)
270,345
-------------
0
81,750
-------------
0
19,057
-------------
0
34,514
-------------
0
24,566
-------------
0
430,232
-------------
0
0
-------------
0
18STEPHANIE CONNERSMBABSNRN
EVP, COO JH (EFF 9/18)
(i)

(ii)
188,395
-------------
0
0
-------------
0
260
-------------
0
0
-------------
0
533
-------------
0
189,188
-------------
0
0
-------------
0
19JOSEPH W DEVINE FACHE
CHIEF EXPERIENCE OFFICER JH
(i)

(ii)
0
-------------
739,521
0
-------------
428,733
0
-------------
20,818
0
-------------
67,320
0
-------------
27,425
0
-------------
1,283,817
0
-------------
0
20ALFRED C SALVATO
SVP, CAPITAL MANAGEMENT & CIO
(i)

(ii)
533,219
-------------
0
162,060
-------------
0
81,904
-------------
0
73,743
-------------
0
17,409
-------------
0
868,335
-------------
0
30,646
-------------
0
21MICHAEL J VERGARE MD
SVP, PARTNERSHIPS&AFFILIATIONS
(i)

(ii)
497,675
-------------
4,636
121,175
-------------
0
78,179
-------------
0
35,750
-------------
464
19,671
-------------
0
752,450
-------------
5,100
4,037
-------------
0
22RONALD BOWLAN
SVP, FACILITIES & CAMPUS PLAN
(i)

(ii)
349,320
-------------
0
83,672
-------------
0
47,527
-------------
0
35,750
-------------
0
15,802
-------------
0
532,071
-------------
0
2,187
-------------
0
23JOSEPH HILL
SVP, CHIEF DIVERSITY OFFICER
(i)

(ii)
304,937
-------------
0
62,986
-------------
0
26,644
-------------
0
35,750
-------------
0
15,807
-------------
0
446,124
-------------
0
0
-------------
0
24ROBERT H ROSENWASSER MD
PROFESSOR & PHYSICIAN
(i)

(ii)
1,233,541
-------------
282,750
113,750
-------------
0
617,593
-------------
0
35,750
-------------
26,975
17,317
-------------
0
2,017,951
-------------
309,725
320,056
-------------
0
25JAMES S HARROP MD
PROFESSOR & PHYSICIAN
(i)

(ii)
227,059
-------------
1,035,907
0
-------------
733,934
34,069
-------------
0
27,640
-------------
27,500
23,995
-------------
0
312,763
-------------
1,797,341
0
-------------
0
26SRINIVAS PRASAD MD MS
PROFESSOR & PHYSICIAN
(i)

(ii)
59,774
-------------
1,460,131
0
-------------
318,188
1,140
-------------
0
6,600
-------------
27,500
8,789
-------------
0
76,303
-------------
1,805,819
0
-------------
0
27JACK JALLO MD PHD
PROFESSOR & PHYSICIAN
(i)

(ii)
260,199
-------------
1,117,204
0
-------------
432,404
2,622
-------------
0
34,450
-------------
27,500
25,995
-------------
0
323,266
-------------
1,577,108
0
-------------
0
28MARC R ROSEN MD
PROFESSOR & PHYSICIAN
(i)

(ii)
93,872
-------------
1,066,766
0
-------------
280,785
22,939
-------------
0
12,870
-------------
27,500
26,595
-------------
0
156,276
-------------
1,375,051
0
-------------
0
29THEODORE F TARASCHI PHD
FORMER OFFICER
(i)

(ii)
239,405
-------------
0
34,425
-------------
0
7,888
-------------
0
35,750
-------------
0
16,082
-------------
0
333,550
-------------
0
0
-------------
0
30JOHN J KELLY MD
FORMER OFFICER
(i)

(ii)
0
-------------
0
0
-------------
0
0
-------------
707,174
0
-------------
0
0
-------------
0
0
-------------
707,174
0
-------------
67,155
31STEPHEN SPINELLI
FORMER KEY EMPLOYEE
(i)

(ii)
305,813
-------------
0
279,000
-------------
0
367,883
-------------
0
35,750
-------------
0
10,682
-------------
0
999,128
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
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 2018 FORMS W-2.
SCHEDULE J, PART I; QUESTION 1 CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2018 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. BRUCE A. MEYER, M.D., MBA, AND NASSAR NIZAMI RELOCATED TO THE STATE OF PENNSYLVANIA FOR THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH WORK PURPOSES. IN ORDER TO FACILITATE THE RELOCATION OF THEIR PRIMARY RESIDENCES, THE ORGANIZATION PROVIDED A HOUSING/MOVING ALLOWANCE WHICH WAS INCLUDED EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENEFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: STEPHEN K. KLASKO, M.D., MBA; CRISTINA G. CAVALIERI, ESQ.; PETER L. DEANGELIS, JR.; BRUCE A. MEYER, M.D., MBA; ANNE BOLAND DOCIMO, M.D., MBA; LAURENCE M. MERLIS; MARK L. TYKOCINSKI, M.D.; KATHLEEN KINSLOW, CRNA, MBA; KATHLEEN GALLAGHER; ELIZABETH DALE, ED.D.; JOHN C. EKARIUS; JEFFREY STEVENS; JACK LUDMIR, M.D.; CHARLES G. LEWIS; ROSALYN RITTS, PH.D.; ALFRED C. SALVATO; MICHAEL J. VERGARE, M.D.; RONALD BOWLAN; JOSEPH HILL; AND STEPHEN SPINELLI.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2018 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ANNE BOLAND DOCIMO, M.D., MBA, $173,077; JOHN J. KELLY, M.D., $640,019; AND STEPHEN SPINELLI, $288,462.
SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CRISTINA G. CAVALIERI, ESQ., $82,915; LAURENCE M. MERLIS, $197,279; MARK L. TYKOCINSKI, M.D., $121,692; KATHLEEN KINSLOW, CRNA, MBA, $136,098; KATHLEEN GALLAGHER, $77,351; ELIZABETH DALE, ED.D, $172,811; JOHN C. EKARIUS, $79,698; ALFRED C. SALVATO, $42,441; MICHAEL J. VERGARE, M.D., $36,555; RONALD E. BOWLAN, $6,908; ROBERT H. ROSENWASSER, M.D., $584,615 AND STEPHEN SPINELLI, $2,462. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $2,786,480; AND ANNE BOLAND DOCIMO, M.D., MBA, $910,105. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $457,724; PETER L. DEANGELIS, JR., $111,486; BRUCE A. MEYER, M.D., MBA, $276,633; LAURENCE M. MERLIS, $138,060; KATHLEEN KINSLOW, CRNA, MBA, $73,475; KATHLEEN GALLAGHER, $48,710; JEFFREY STEVENS, $39,415; JACK LUDMIR, M.D., $21,981; CHARLES G. LEWIS, $22,385; ROSALYN RITTS, PH.D., $14,390; NEIL GOMES, $4,264; JOSEPH W. DEVINE, FACHE, $37,973 AND ALFRED C. SALVATO, $37,993. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $902,262; CRISTINA G. CAVALIERI, ESQ., $229,612; PETER L. DEANGELIS, JR., $275,575; BRUCE A. MEYER, M.D., MBA, $422,255; LAURENCE M. MERLIS, $459,224; MARK L. TYKOCINSKI, M.D., $220,728; KATHLEEN KINSLOW, CRNA, MBA, $333,224; KATHLEEN GALLAGHER, $229,612; ELIZABETH DALE, ED.D., $229,612; JOHN C. EKARIUS, $229,612; JEFFREY STEVENS, $296,050 AND CHARLES G. LEWIS, $220,728. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN, WHICH IS 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 HIS 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $711,149.
SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2018 WHICH AMOUNTS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN), EXECUFLEX PLAN, AND/OR EMPLOYER RECRUITMENT AND RETENTION PROGRAM AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. ADDITIONALLY, THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $2,300,815; CRISTINA G. CAVALIERI, ESQ., $2,389; ANNE BOLAND DOCIMO, M.D., MBA, $556,539; LAURENCE M. MERLIS, $197,279; MARK L. TYKOCINSKI, M.D., $4,838; KATHLEEN KINSLOW, CRNA, MBA, $136,098; KATHLEEN GALLAGHER, $54,480; ELIZABETH DALE, ED.D., $89,712; ALFRED C. SALVATO, $30,646; MICAHEL J. VERGARE, M.D., $4,037; RONALD E. BOWLAN, $2,187; ROBERT H. ROSENWASSER, M.D., $320,056 AND JOHN J. KELLY, M.D., $67,155.
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  

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

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number
23-1352651
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
 
23-2243852 70917RHC2 12-13-2006 63,412,500 REFUNDING PREVIOUS BOND & CAP EXP   X   X   X
B PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
 
23-2243852 70917R8G3 10-04-2012 45,634,203 CAPITAL PURCHASES & IMPROVEMENTS   X   X   X
C MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY
 
23-2328939 313604WK9 08-02-2012 205,883,542 REFUNDING PREVIOUS BONDS & CAP EXP   X   X X  
D PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY
 
23-2243852 70917SNP4 02-26-2015 550,268,991 CONSTRUCTION & REFUNDING PREV BOND   X   X   X
PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
 
23-2237287 71781XCR2 02-08-2017 380,043,540 REFINANCE PRIOR BONDS & CAP PROJ.   X   X   X
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
 
23-2247147 613603ZK8 05-03-2018 539,430,006 REFINANCE PRIOR BONDS & CAP PROJ.   X   X   X
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
 
23-2247147 613603B57 06-27-2019 497,019,314 REFINANCE PRIOR BONDS & CAP PROJ.   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 0 0
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 63,412,500 45,634,203 205,886,594 550,268,991
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 420,474 562,929 1,973,968 4,608,598
8 Credit enhancement from proceeds ............. 777,430 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 62,214,596 21,285,000 34,050,210 545,660,383
11 Other spent proceeds ............. 0 23,786,274 169,862,416 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2007 2014 2013 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? ..... X     X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X X   X     X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?         X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0.260 % 0.300 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet   0.260 % 0.300 %  
6 Total of lines 4 and 5 .............   0.520 % 0.600 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN D ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5
SCHEDULE K, PART IV, LINE 2C SERIES 2006B BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JANUARY 29, 2008 AS ALL FUNDS WERE DEPOSITED INTO AN IRREVOCABLE ESCROW ACCOUNT. SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND.
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  


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

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
SchKMediumBullet Attach to Form 990.

SchKMediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number
23-1352651
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
 
23-2243852 70917RHC2 12-13-2006 63,412,500 REFUNDING PREVIOUS BOND & CAP EXP   X   X   X
B PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
 
23-2243852 70917R8G3 10-04-2012 45,634,203 CAPITAL PURCHASES & IMPROVEMENTS   X   X   X
C MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY
 
23-2328939 313604WK9 08-02-2012 205,883,542 REFUNDING PREVIOUS BONDS & CAP EXP   X   X X  
D PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY
 
23-2243852 70917SNP4 02-26-2015 550,268,991 CONSTRUCTION & REFUNDING PREV BOND   X   X   X
PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
 
23-2237287 71781XCR2 02-08-2017 380,043,540 REFINANCE PRIOR BONDS & CAP PROJ.   X   X   X
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
 
23-2247147 613603ZK8 05-03-2018 539,430,006 REFINANCE PRIOR BONDS & CAP PROJ.   X   X   X
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
 
23-2247147 613603B57 06-27-2019 497,019,314 REFINANCE PRIOR BONDS & CAP PROJ.   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 0 0 0 0
2 Amount of bonds legally defeased .............. 0 0 0 0
3 Total proceeds of issue .................. 63,412,500 45,634,203 205,886,594 550,268,991
4 Gross proceeds in reserve funds ............. 0 0 0 0
5 Capitalized interest from proceeds ............. 0 0 0 0
6 Proceeds in refunding escrows ............... 0 0 0 0
7 Issuance costs from proceeds ............... 420,474 562,929 1,973,968 4,608,598
8 Credit enhancement from proceeds ............. 777,430 0 0 0
9 Working capital expenditures from proceeds ............. 0 0 0 0
10 Capital expenditures from proceeds ............. 62,214,596 21,285,000 34,050,210 545,660,383
11 Other spent proceeds ............. 0 23,786,274 169,862,416 0
12 Other unspent proceeds ............. 0 0 0 0
13 Year of substantial completion ............. 2007 2014 2013 2016
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? ....   X X   X   X  
15 Were the bonds issued as part of an advance refunding issue? ..... X     X   X   X
16 Has the final allocation of proceeds been made? .......... X   X   X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X   X   X  
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X X   X     X
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 2
Part
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X X     X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?         X      
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X   X   X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....SchKMediumBullet 0 % 0.260 % 0.300 % 0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... SchKMediumBullet   0.260 % 0.300 %  
6 Total of lines 4 and 5 .............   0.520 % 0.600 %  
7 Does the bond issue meet the private security or payment test? ...   X   X   X   X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X   X   X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............   X   X   X   X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X   X   X  
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X   X   X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X   X   X
b Exception to rebate? ........   X   X   X   X
c No rebate due? ......... X   X   X   X  
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X   X X   X  
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
Schedule K (Form 990) 2018

Schedule K (Form 990) 2018
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X   X   X
b Name of provider .......... 0
 
0
 
0
 
0
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X   X   X
7 Has the organization established written procedures to monitor the requirements of section 148? ... X   X   X   X  
Part
Procedures To Undertake Corrective Action
--------------------------------------------------------------------------------------------------------------- A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X   X   X  
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K (see instructions).
Return Reference Explanation
SCHEDULE K, PART I, COLUMN D ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5
SCHEDULE K, PART IV, LINE 2C SERIES 2006B BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JANUARY 29, 2008 AS ALL FUNDS WERE DEPOSITED INTO AN IRREVOCABLE ESCROW ACCOUNT. SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND.
Schedule K (Form 990) 2018

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) STEPHEN K KLASKO PRES/CEO MORTGAGE   X 300,000 300,000   No Yes   Yes  
Total ...............Small Bullet $ 300,000
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) JACOB LANDMAN FAMILY MEMBER OF TRUSTEE 56,731 EMPLOYEE   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


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
2018
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art .... X 2 52,500 FMV
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 1,592,050 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 ( BROAD STREET LEASE ) X 1 180,000 FMV
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2018)

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
2018
Open to Public
Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Return Reference Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY ("TJU") WAS FIRST INCORPORATED UNDER THE NAME JEFFERSON MEDICAL COLLEGE OF PHILADELPHIA BY A SPECIAL ACT OF THE PENNSYLVANIA GENERAL ASSEMBLY IN 1838. TJU IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). TODAY, TJU IS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY ("SKMC") AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. TJU'S EDUCATIONAL PROGRAMS ARE FULLY ACCREDITED AND IT EDUCATES OVER 4,000 STUDENTS ANNUALLY. TJU EDUCATES MEDICAL STUDENTS, NURSES, SCIENTISTS, PHYSICIAN'S ASSISTANTS, TECHNICIANS, PHARMACISTS, OCCUPATIONAL AND PHYSICAL THERAPISTS, POPULATION HEALTH EXPERTS, AND OTHER HEALTHCARE PROFESSIONALS TO PROVIDE HEALTHCARE SERVICES AND TO CONDUCT CUTTING-EDGE SCIENTIFIC AND MEDICAL RESEARCH IN THE CURE AND PREVENTION OF DISEASES. TJU ALSO CONDUCTS CLINICAL AND STATISTICAL RESEARCH, STUDIES, AND EXPERIMENTS TO IMPROVE CURRENT DISEASE PREVENTION AND TREATMENT KNOWLEDGE AND TECHNIQUES. TJU DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTER-PROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. TJU ALSO SERVES AS THE PARENT OR CONTROLLING ORGANIZATION OF A GROUP OF AFFILIATED TAX-EXEMPT ORGANIZATIONS CONDUCTING THEIR OPERATIONS AS JEFFERSON HEALTH ("JEFFERSON HEALTH", OR THE "SYSTEM"). THE SYSTEM INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITALS ("TJUH"), JEFFERSON UNIVERSITY PHYSICIANS ("JUP"), METHODIST ASSOCIATES IN HEALTHCARE, ABINGTON HEALTH, THE ARIA HEALTH SYSTEM, PHILADELPHIA UNIVERSITY, THE KENNEDY HEALTH SYSTEM AND MAGEE REHABILITATION HOSPITAL. THE SYSTEM AS A WHOLE OPERATES AS AN INTEGRATED ACADEMIC MEDICAL CENTER AND HAS A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. OUR MISSION: WE IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. OUR VISION: WE ARE REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. CURRENT ACTIVITIES ================== TJU CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE EDUCATION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY (SKMC) ------------------------------------------------------------------- SKMC WAS ORIGINALLY KNOWN AS THE JEFFERSON MEDICAL COLLEGE, WHICH WAS FOUNDED IN 1824. SKMC HAS AWARDED MORE THAN 31,000 MEDICAL DEGREES AND HAS MORE LIVING GRADUATES THAN ANY OTHER PRIVATE MEDICAL SCHOOL IN THE NATION. IT OFFERS BOTH UNDERGRADUATE MEDICAL EDUCATION PROGRAMS AND INNOVATIVE JOINT DEGREE PROGRAMS TO MORE THAN 1,000 STUDENTS EACH YEAR. SKMC IS RECOGNIZED FOR ITS BALANCED APPROACH TO MEDICAL EDUCATION, AND APPROXIMATELY ONE OUT OF FOUR TO ONE OUT OF FIVE APPLICANTS THROUGHOUT THE UNITED STATES APPLY TO SKMC. IT IS COMMITTED TO (1) EDUCATING PHYSICIANS WHO WILL FORM AND LEAD THE INTEGRATED HEALTHCARE DELIVERY AND RESEARCH TEAMS OF TOMORROW; (2) DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE THROUGH INVESTIGATION FROM THE LABORATORY TO THE BEDSIDE, AND INTO THE COMMUNITY; AND (3) SETTING THE STANDARD FOR QUALITY, COMPASSIONATE AND EFFICIENT PATIENT CARE FOR OUR COMMUNITY AND FOR THE NATION. JEFFERSON COLLEGE OF NURSING ---------------------------- SINCE 1891, WHEN NURSING EDUCATION BEGAN AT TJU, GRADUATES OF TJU NURSING PROGRAMS HAVE BEEN LEADERS IN EDUCATION, RESEARCH, HEALTHCARE DELIVERY, AND COMMUNITY SERVICE. THE FACULTY AND LEADERSHIP OF THE JEFFERSON COLLEGE OF NURSING ("JCN") ARE COMMITTED TO WORKING WITH THEIR STUDENTS TO CONTINUE THIS RICH TRADITION. JCN CONTINUALLY MAKES INNOVATIVE CURRICULAR CHANGES AIMED AT PREPARING ITS STUDENTS TO FUNCTION AS OUTSTANDING NURSING PROFESSIONALS IN A DYNAMIC HEALTHCARE ENVIRONMENT. A CRUCIAL CHARACTERISTIC OF TODAY'S HEALTHCARE SYSTEM IS THE INTER-PROFESSIONAL NATURE OF PRACTICE. AS AN INTEGRAL PART OF A MAJOR ACADEMIC HEALTH CENTER, JCN AFFORDS ITS STUDENTS THE OPPORTUNITY TO INTERACT WITH OTHER STUDENTS IN AN ARRAY OF HEALTHCARE PROFESSIONS. THE ENTIRE CURRICULUM IS BASED ON A SET OF CORE COMPETENCIES THAT FACULTY AND FUTURE EMPLOYERS BELIEVE IS ESSENTIAL TO EFFECTIVE PRACTICE. JCN'S STRATEGIC PLAN COMMITS TO MAINTAINING ITS STATUS AS A PREMIER EDUCATIONAL INSTITUTION FOR THE EDUCATION AND CLINICAL PREPARATION OF OUTSTANDING NURSE LEADERS AND PROFESSIONALS. JCN DRAWS UPON A MULTITUDE OF RESOURCES WITHIN TJU AND ITS CLINICAL AFFILIATES. TJU ENSURES THAT THE COLLEGE'S FACULTY ACHIEVES SUPERIOR QUALITY IN PRACTICE, RESEARCH, AND TEACHING, THEREBY PROVIDING THE APPROPRIATE BACKDROP FOR EXCELLENT EDUCATIONAL EXPERIENCES FOR ITS STUDENT BODY. FOR EVERY STUDENT THIS MEANS AN EDUCATIONAL CREDENTIAL THAT OPENS EXCEPTIONAL ACCESS TO EMPLOYMENT IN HEALTHCARE PRACTICE SETTINGS. NURSES GRADUATING FROM JCN BOAST EXCELLENT SUCCESS RATES ON REQUIRED LICENSURE AND CERTIFICATION EXAMINATIONS, WHICH ARE CONSISTENTLY ABOVE THE NATIONAL AVERAGE. JCN PROGRAMS ARE DESIGNED NOT ONLY TO ASSIST JCN STUDENTS IN DEVELOPING THE KNOWLEDGE, SKILLS, AND COMPETENCIES NECESSARY TO ENTER AND EXCEL IN THE NURSING PROFESSION BUT ALSO TO EDUCATE NURSES WHO MODEL POSITIVE ATTITUDES, CRITICAL THINKING, PROBLEM-SOLVING STRATEGIES AND STRONG PROFESSIONAL ETHICS IN ALL THEIR PROFESSIONAL ROLES. JEFFERSON COLLEGE OF PHARMACY ----------------------------- THE JEFFERSON COLLEGE OF PHARMACY ("JCP") PROVIDES AN INNOVATIVE DOCTOR OF PHARMACY PROGRAM THAT PREPARES ITS GRADUATES FOR INTERESTING AND CHALLENGING PHARMACY PRACTICE ROLES ACROSS THE HEALTHCARE CONTINUUM. UNDERPINNING THE JCP CURRICULUM IS AN ACCOMPLISHED AND DIVERSE TEAM OF HEALTHCARE LEADERS, TEACHERS, RESEARCHERS AND PRECEPTORS (PRACTITIONERS) WHO MAKE UP ITS FACULTY. COLLECTIVELY, THIS GROUP BRINGS A BROAD RANGE OF EXPERIENCES AND PERSPECTIVES TO TJU STUDENTS, AND THEY ARE RECOGNIZED FOR THEIR LEADERSHIP IN NATIONAL AND INTERNATIONAL PHARMACY AND HEALTHCARE MEMBERSHIP ORGANIZATIONS AS WELL AS THEIR RESEARCH IN PHARMACEUTICS, PHARMACOLOGY, HEALTH OUTCOMES, THE CLINICAL SCIENCES AND RELATED FIELDS. DURING THE PAST ACADEMIC YEAR, JCP UNDERWENT ITS FIRST RE-ACCREDITATION BY THE ACCREDITATION COUNCIL FOR PHARMACY EDUCATION. AS PART OF THIS PROCESS, THE DOCTOR OF PHARMACY (PHARMD) PROGRAM RECEIVED A FULL 8-YEAR REACCREDITATION THROUGH JUNE 30, 2026. JCP'S MISSION IS TO PREPARE ITS STUDENTS FOR CAREERS IN THE PROFESSION OF PHARMACY. THROUGH THE PROVISION OF A LEARNER-CENTERED, INTERDISCIPLINARY CURRICULUM, STUDENTS DEVELOP THE REQUISITE KNOWLEDGE, SKILLS, AND ATTITUDES TO PROVIDE EXCELLENT PATIENT-CENTERED AND POPULATION-BASED CARE. CONSISTENT WITH THE MISSION OF TJU, JCP STRIVES TO DEVELOP A SENSE OF SOCIAL, PERSONAL AND PROFESSIONAL RESPONSIBILITY IN ITS STUDENTS. JCP PROVIDES A SUPERB ENVIRONMENT THAT FOSTERS COLLABORATIVE RELATIONSHIPS WITH HEALTHCARE PRACTITIONERS AND SCIENTISTS THAT RESULT IN THE ADVANCEMENT OF PATIENT CARE, SAFETY, EDUCATIONAL METHODOLOGIES, AND RESEARCH. JCP CLASSROOM, LABORATORY AND PHARMACY-PRACTICE EXPERIENCES ARE COMPLEMENTED BY A WIDE RANGE OF CO-CURRICULAR AND EXTRACURRICULAR ACTIVITIES DESIGNED TO ENABLE STUDENT PHARMACISTS TO BECOME COMPETENT AND CONFIDENT PRACTITIONERS THAT APPLY THEIR KNOWLEDGE AND SKILLS TO CARE FOR INDIVIDUAL PATIENTS AS WELL AS IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. WITH A STRONG EMPHASIS ON LEADERSHIP SKILLS AND SOCIAL RESPONSIBILITY, JCP GRADUATES ARE PREPARED TO MAKE AN IMPACT.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON COLLEGE OF HEALTH PROFESSIONS --------------------------------------- THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS ("JCHP") (PREVIOUSLY KNOWN AS THE SCHOOL OF HEALTH PROFESSIONS) OFFERS INTER-PROFESSIONAL PROGRAMS ACROSS THE HEALTH PROFESSIONS. JCHP OFFERS DEGREES RANGING FROM A BACHELOR OF SCIENCE THROUGH CLINICAL DOCTORATE ACROSS SEVERAL ACADEMIC DEPARTMENTS WHICH INCLUDE THE FOLLOWING: COUNSELING & BEHAVIORAL HEALTH TJU COMBINED TWO OF ITS DISTINGUISHED GRADUATE PROGRAMS, ITS MS IN COUPLE AND FAMILY THERAPY AND ITS MS IN COMMUNITY AND TRAUMA COUNSELING, TO CREATE THE COUNSELING AND BEHAVIORAL HEALTH DEPARTMENT. THE DEPARTMENT INCREASES COLLABORATION AMONG TJU'S BEHAVIORAL HEALTH PROGRAMS AND PROVIDES THE FRAMEWORK TO EXPAND TJU'S EDUCATIONAL BEHAVIORAL HEALTH OFFERINGS. DISASTER MEDICINE & MANAGEMENT THE MASTER OF SCIENCE IN DISASTER MEDICINE AND MANAGEMENT PROGRAM, DELIVERED AS A PARTNERSHIP BETWEEN TJU AND THE DEPARTMENT OF EMERGENCY MEDICINE OF THE ALBERT EINSTEIN HEALTH NETWORK, PREPARES STUDENTS TO MANAGE AND DEVELOP THE INCREASINGLY COMPLEX DISASTER MANAGEMENT AND PREPAREDNESS REQUIREMENTS OF THE 21ST CENTURY. THE DISASTER MEDICINE AND MANAGEMENT PROGRAM IS DESIGNED TO EDUCATE MEDICAL, PUBLIC SAFETY AND DEFENSE PROFESSIONALS WORKING IN THE PUBLIC AND PRIVATE SECTORS TO PLAN FOR, RESPOND TO, AND MITIGATE THE EFFECTS OF NATURAL AND MANMADE DISASTERS, INCLUDING TERRORISM, WAR, TSUNAMIS, EARTHQUAKES, HURRICANES, FLOODS, WILDFIRES, VOLCANOES, HAZARDOUS MATERIALS AND MAJOR POWER GRID DISRUPTIONS. HEALTH SCIENCES - THE BACHELORS OF SCIENCE IN HEALTH SCIENCES PROGRAM OFFERS STUDENTS AN UNDERGRADUATE EMPHASIS ON HEALTHCARE. STUDENTS CAN USE THE PROGRAM TO MEET PREREQUISITES FOR NURSING SCHOOL, PHARMACY SCHOOL, MEDICAL SCHOOL AND OTHER POST-GRADUATE STUDIES. STUDENTS CAN ALSO PARTICIPATE IN ACCELERATED UNDERGRADUATE DEGREE PROGRAMS IN THE HEALTH SCIENCES COMBINED WITH MASTER'S DEGREES IN PHYSICIAN ASSISTANT STUDIES, OCCUPATIONAL THERAPY, COMMUNITY AND TRAUMA COUNSELING, ATHLETIC TRAINING OR MEDICAL LAB SCIENCES AND BIOTECHNOLOGY. MEDICAL IMAGING & RADIATION SCIENCES - TJU'S DEPARTMENT OF MEDICAL IMAGING & RADIATION SCIENCES PROVIDES EXCELLENCE AND LEADERSHIP IN ALL ASPECTS OF RADIOLOGIC SCIENCES BY TEACHING, UNDERTAKING RESEARCH AND PROVIDING EXEMPLARY CLINICAL PRACTICE SKILLS IN THE BROAD FIELD COVERED BY THIS DISCIPLINE. THE DEPARTMENT OF MEDICAL IMAGING & RADIATION SCIENCES IS ONE OF THE FEW ACADEMIC PROGRAMS THAT HAVE BOTH A BACHELOR'S AND MASTER'S DEGREE OPTION IN THE FIELD OF RADIOLOGIC SCIENCES. MEDICAL LABORATORY SCIENCES & BIOTECHNOLOGY - A MEDICAL LABORATORY SCIENTIST LAYS THE FOUNDATION FOR THE HEALTHCARE AND SCIENCE-BASED INDUSTRIES BY DIAGNOSING ABNORMAL CELLS BEFORE THEY TRANSFORM TO CANCER, MONITORING A PATIENT'S HEALTH OR DISEASE STATUS, ISOLATING A MOLECULE THAT WILL BECOME A MEDICINE OR MAPPING A GENETIC PATTERN THAT CAN SOLVE A CRIME. TJU'S PROGRAM OFFERS ONE OF THE MOST ROBUST MULTISPECIALTY CURRICULA IN THE COUNTRY AND IS THE ONLY INSTITUTION IN THE REGION TO OFFER ACADEMIC HEALTHCARE PROGRAMS IN BIOTECHNOLOGY/MOLECULAR SCIENCES, CYTOTECHNOLOGY/CELL SCIENCES AND MEDICAL LABORATORY SCIENCES. STUDENTS PARTICIPATE IN CORE CURRICULUM COURSES SPANNING THESE DISCIPLINES, AND LEARN AND PRACTICE SPECIALIZED HANDS-ON, LABORATORY-BASED TRAINING AT EVERY STAGE OF THEIR PROGRAMS. MIDWIFERY & WOMEN'S HEALTH - THE MIDWIFERY INSTITUTE AT JEFFERSON IS ON THE CUTTING EDGE OF A CHANGING WORLD, BY WEAVING TRADITION WITH TECHNOLOGY, AND OFFERS STUDENTS EDUCATION FOR THE BETTERMENT OF THE HEALTH OF WOMEN, THEIR FAMILIES, AND COMMUNITIES. THE MIDWIFERY INSTITUTE AT JEFFERSON HAS BEEN EDUCATING MIDWIVES FOR MORE THAN TWO DECADES. THROUGH AN INNOVATIVE ONLINE DISTANCE LEARNING MODEL OF MIDWIFERY EDUCATION, THE PROGRAM IS ABLE TO OFFER A WIDE RANGE OF STUDENTS, FACULTY AND ALUMNI A SUPPORTIVE, ENCOURAGING NETWORK TO LEARN AND EXPLORE. PHYSICIAN ASSISTANT STUDIES TJU'S PHYSICIAN ASSISTANT STUDIES PROGRAM PREPARES STUDENTS TO BE LEADERS IN HEALTHCARE AND HUMAN SERVICES, AND USE ADVANCED EXPERTISE TO TRANSLATE KNOWLEDGE AND SKILLS INTO EVIDENCE-BASED, INNOVATIVE MEDICAL PRACTICE. THE CURRICULUM IS BASED ON A SET OF CORE COMPETENCIES THAT ARE ESSENTIAL TO EFFECTIVE PRACTICE. PROGRAMS CONTINUALLY MAKE INNOVATIVE CURRICULAR CHANGES TO PREPARE STUDENTS TO FUNCTION AS OUTSTANDING HEALTH PROFESSIONALS IN THE DYNAMIC ENVIRONMENT OF HEALTHCARE. AS AN INTEGRAL PART OF A MAJOR ACADEMIC HEALTH CENTER, STUDENTS HAVE MANY INTER-PROFESSIONAL OPPORTUNITIES FOCUSED ON WORKING TOGETHER, UNDERSTANDING ONE ANOTHER'S CONTRIBUTIONS AND EFFECTIVELY COMMUNICATING IN ORDER TO PROVIDE THE BEST POSSIBLE CARE FOR PATIENTS. JEFFERSON COLLEGE OF POPULATION HEALTH -------------------------------------- TJU ESTABLISHED THE JEFFERSON COLLEGE OF POPULATION HEALTH ("JCPH") IN 2003 TO PROVIDE GRADUATE EDUCATION THAT PREPARES LEADERS WITH GLOBAL VISION TO EXAMINE THE SOCIAL DETERMINANTS OF HEALTH AND TO EVALUATE, DEVELOP AND IMPLEMENT HEALTH POLICIES AND SYSTEMS THAT WILL IMPROVE THE HEALTH OF POPULATIONS AND ENHANCE THE QUALITY OF LIFE. ORIGINALLY FORMED IN 1990 AS THE OFFICE OF HEALTH POLICY AND CLINICAL OUTCOMES, JCHP PREPARES HEALTHCARE PROVIDERS FOR THE CHALLENGES OF A DYNAMIC HEALTHCARE ENVIRONMENT. THE INCREASING COMPLEXITY OF HEALTHCARE AND ITS IMPORTANCE TO THE NATIONAL ECONOMY ESTABLISHED THE NEED AND DEMAND FOR PROFESSIONALS AND RESEARCHERS WELL-VERSED AND PREPARED TO ASSUME LEADERSHIP ROLES. IN ADDITION, THE COMPLEXITY AND SCOPE OF THE INDUSTRY REQUIRED THAT RESEARCH AND EDUCATION BE ADDRESSED COMPREHENSIVELY AND HOLISTICALLY FROM THE PERSPECTIVE OF POPULATION HEALTH: HEALTH OUTCOMES AND THEIR DISTRIBUTION WITHIN THE POPULATION, THE DETERMINANTS THAT INFLUENCE THIS DISTRIBUTION, AND THE POLICIES AND INTERVENTIONS THAT IMPACT THESE DETERMINANTS. JCPH SEEKS TO CREATE CONDITIONS THAT PROMOTE HEALTH, PREVENT ADVERSE EVENTS, AND IMPROVE OUTCOMES. POPULATION HEALTH BUILDS ON PUBLIC HEALTH FOUNDATIONS BY: - CONNECTING PREVENTION, WELLNESS AND BEHAVIORAL HEALTH SCIENCE WITH HEALTHCARE DELIVERY, QUALITY AND SAFETY, DISEASE PREVENTION/MANAGEMENT AND ECONOMIC ISSUES OF VALUE AND RISK ALL IN THE SERVICE OF A SPECIFIC POPULATION, BE IT A CITY, PROVIDER'S PRACTICE, EMPLOYEE GROUP, HOSPITAL'S PRIMARY SERVICE AREA OR AGE GROUP; - IDENTIFYING SOCIO-ECONOMIC AND CULTURAL FACTORS THAT DETERMINE THE HEALTH OF POPULATIONS AND DEVELOPING POLICIES THAT ADDRESS THE IMPACT OF THESE DETERMINANTS; - APPLYING EPIDEMIOLOGY AND BIOSTATISTICS IN NEW WAYS TO MODEL DISEASE STATES, MAP THEIR INCIDENCE AND PREDICT THEIR IMPACT; AND - USING DATA ANALYSIS TO DESIGN SOCIAL AND COMMUNITY INTERVENTIONS AND NEW MODELS OF HEALTHCARE DELIVERY THAT STRESS CARE COORDINATION AND EASE OF ACCESSIBILITY. JEFFERSON COLLEGE OF REHABILITATION SCIENCES -------------------------------------------- JEFFERSON COLLEGE OF REHABILITATION SCIENCES ("JCRS") INCLUDES TJU'S OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND ATHLETIC TRAINING PROGRAMS, TWO OF WHICH ARE RANKED BY U.S. NEWS & WORLD REPORT. THE OCCUPATIONAL THERAPY PROGRAM WAS RANKED #6 AND THE DEPARTMENT OF PHYSICAL THERAPY WAS RANKED #46. BOTH PROGRAMS OFFER STUDENTS OPPORTUNITIES TO PARTICIPATE IN RESEARCH, CLINICAL, AND EDUCATIONAL EXPERIENCES. DIVISION OF ATHLETIC TRAINING TJU'S ATHLETIC TRAINING PROGRAM MEETS THE GROWING DEMAND FOR PROFESSIONAL CERTIFIED ATHLETIC TRAINERS. IT PREPARES HIGHLY MOTIVATED STUDENTS WITH AN INTEREST IN THE MEDICAL FIELD TO TAKE THE BOARD OF CERTIFICATION) EXAMINATION UPON GRADUATION. DEPARTMENT OF OCCUPATIONAL THERAPY - TJU'S DEPARTMENT OF OCCUPATIONAL THERAPY, RANKED #6 NATIONALLY AND #1 IN THE DELAWARE VALLEY BY U.S. NEWS AND WORLD REPORT, PROMOTES THE HEALTH AND WELLBEING OF PEOPLE THROUGH THEIR OCCUPATION BY DEVELOPING PRACTITIONERS WHO DYNAMICALLY RESPOND TO CHANGING DEMANDS IN HEALTHCARE, COMMUNITY, AND ENVIRONMENTS AND ENGAGE IN SERVICE, PRACTICE, ADVOCACY, LEADERSHIP, SCHOLARSHIP, AND CONDUCT RESEARCH. DEPARTMENT OF PHYSICAL THERAPY - THE MISSION AND GOALS OF TJU'S DEPARTMENT OF PHYSICAL THERAPY FOCUS ON EXCELLENCE IN FOUR AREAS: EDUCATION, RESEARCH, HEALTHCARE DELIVERY AND COMMUNITY AND PROFESSIONAL SERVICE. (1) EDUCATION - TO PRODUCE HIGHLY COMPETENT SELF-REFLECTIVE PHYSICAL THERAPISTS THAT PRACTICE EVIDENCE-BASED PHYSICAL THERAPY, WHO ARE PATIENT ADVOCATES AND LEADERS IN THE COMMUNITY AND THE PROFESSION, AND WHO PREPARED TO TREAT A CULTURALLY DIVERSE POPULATION OF CLIENTS AND PURSUE PROFESSIONAL DEVELOPMENT OPPORTUNITIES. (2) RESEARCH - TO ADVANCE PHYSICAL THERAPY PRACTICE AND EDUCATION THROUGH DEVELOPMENT AND APPLICATION OF EVIDENCE-BASED PRACTICE AND THE PURSUIT OF CLINICAL, EDUCATIONAL AND TRANSLATIONAL RESEARCH. (3) CLINICAL PRACTICE - TO USE PHYSICAL THERAPY KNOWLEDGE AND SKILLS FOR THE BENEFIT OF PATIENTS AND SOCIETY BY PROVIDING EFFICIENT AND EFFECTIVE HEALTHCARE.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS (4) SERVICE - TO DEVELOP AND DELIVER INNOVATIVE MODELS OF PHYSICAL THERAPY PRACTICE TO SERVE THE HEALTH NEEDS OF DIVERSE PATIENT POPULATIONS LOCALLY AND GLOBALLY, TO PROVIDE STUDENTS OPPORTUNITY TO APPLY EDUCATION TO PRACTICE, AND SET THE STANDARDS OF PRACTICE FOR THE PROFESSION. PHYSICAL THERAPY ("PT") PROGRAM TJU'S PT PROGRAM IS ONE OF THE MOST RESPECTED PT PROGRAMS IN THE REGION. STUDENTS FROM AROUND THE COUNTRY COME TO EXPERIENCE A POSITIVE, COLLABORATIVE LEARNING ENVIRONMENT THAT CONTRIBUTES TO SUCCESS. ADVANCED PRACTICE CERTIFICATE IN HAND & UPPER LIMB REHABILITATION - TJU'S PROGRAM ENABLES PHYSICAL OR OCCUPATIONAL THERAPISTS TO PARTICIPATE IN ADVANCED STUDY OF THE HAND AND UPPER LIMB REHABILITATION. THE CURRICULUM CONSISTS OF FOUR GRADUATE LEVEL COURSES, OFFERED IN A CONVENIENT WEB-BASED FORMAT WITH LIMITED ONSITE WEEKEND SESSIONS TO PRACTICE PSYCHOMOTOR SKILLS REQUIRED FOR ADVANCED PRACTICE IN HAND THERAPY. THE COURSE WORK HAS HELPED GRADUATES PREPARE FOR THE CERTIFICATION IN HAND THERAPY EXAMINATION OFFERED BY THE HAND THERAPY CERTIFICATION COMMISSION. ADVANCED PRACTICE CERTIFICATE IN USING DESIGN IN HEALTHCARE DELIVERY - THE ADVANCED PRACTICE CERTIFICATE IN USING DESIGN IN HEALTHCARE DELIVERY PROVIDES PRACTICING OCCUPATIONAL THERAPY PRACTITIONERS AND OTHER HEALTHCARE PROFESSIONALS WITH SPECIFIC KNOWLEDGE IN DESIGN PRINCIPLES AND A DISTINCT SKILL-SET IN DESIGN APPROACHES AND METHODS THAT ENHANCES THEIR PRACTICE AND EXPANDS INTER-PROFESSIONAL COLLABORATIVE OPPORTUNITIES. THROUGH FOUR, 3-CREDIT ONLINE COURSES WITH LIMITED ON-CAMPUS SESSIONS, STUDENTS APPLY DESIGN PRINCIPLES AND STRATEGIES TO ENHANCE CLIENT INTERVENTION PLANNING, IMPLEMENTATION, AND OUTCOMES. JEFFERSON COLLEGE OF LIFE SCIENCES ---------------------------------- THE MISSION OF THE JEFFERSON COLLEGE OF LIFE SCIENCES ("JCLS") IS TO "TRAIN TOMORROW'S SCIENTIFIC LEADERS TODAY" BY PROVIDING THE HIGHEST QUALITY UNDERGRADUATE, GRADUATE AND POSTDOCTORAL EDUCATION AND RESEARCH TRAINING IN THE LIFE SCIENCES, IN ORDER TO PREPARE STUDENTS AND FELLOWS TO MAKE SIGNIFICANT CONTRIBUTIONS TO THE PROGRESS OF LIFE SCIENCE THROUGH CAREERS INCLUDING ACADEMIA, INDUSTRY, AND GOVERNMENT. JCLS AND ITS FACULTY OFFER COURSES AND PROGRAMS ACROSS A WIDE FIELD OF BASIC AND TRANSLATIONAL SCIENCES, LEADING TO THE BS DEGREE, PHD DEGREE, THE MS DEGREE AND GRADUATE CERTIFICATE PROGRAMS. IN ADDITION, JCLS OFFERS A POST BACCALAUREATE PRE-PROFESSIONAL PROGRAM FOR CANDIDATES INTERESTED IN COMPLETING THEIR PREREQUISITE COURSE WORK FOR MEDICAL AND PROFESSIONAL SCHOOLS. THE COLLEGE ALSO COORDINATES POSTDOCTORAL TRAINING PROGRAMS ACROSS THE CAMPUS. ADDITIONALLY, JCLS, IN CONJUNCTION WITH THE SIDNEY KIMMEL MEDICAL COLLEGE, OFFERS A COMBINED MD/PHD PROGRAM. THE COLLEGE'S EDUCATION AND TRAINING PROGRAMS PROVIDE A SOLID FOUNDATION FOR GRADUATES, MANY OF WHOM HAVE PURSUED ADDITIONAL GRADUATE AND PROFESSIONAL EDUCATION AND TRAINING PROGRAMS. OTHER JCLS GRADUATES HAVE DIRECTLY ENTERED SUCCESSFUL CAREERS INCLUDING POSITIONS AT COLLEGES AND UNIVERSITIES, PHARMACEUTICAL AND BIOTECHNOLOGY COMPANIES, HEALTHCARE SETTINGS, GOVERNMENT AGENCIES, AND MANY OTHER PROFESSIONAL VENUES. RESEARCH TRAINING AT JCLS IS ANCHORED BY A LARGE AND DIVERSE PORTFOLIO OF ACTIVE RESEARCH PROGRAMS WITH EXTENSIVE OUTSIDE GRANT SUPPORT. THAT FOUNDATION, COMBINED WITH CLINICAL RESEARCH AND PATIENT-CARE PROGRAMS, PROVIDES OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND BASIC AND TRANSLATIONAL RESEARCH EXPERIENCES IN A CHALLENGING, EXCITING AND SATISFYING UNDERGRADUATE AND GRADUATE TRAINING ENVIRONMENT. RESEARCH AT TJU =============== RESEARCH IS A KEY COMPONENT OF TJU'S TRIPARTITE MISSION AND LINKS DIRECTLY TO ITS EDUCATIONAL AND HEALTHCARE MISSION. ACROSS ALL DIVISIONS OF THE UNIVERSITY, ITS CENTERS AND INSTITUTES, AND ITS STUDENT OPPORTUNITIES, RESEARCH IS A DRIVING FORCE. TJU CONDUCTS MULTI-FACETED RESEARCH IN AUTISM, COMPUTATIONAL MEDICINE, HEMATOLOGY AND VASCULAR DISEASE, POPULATION HEALTH, NEUROSCIENCE, PULMONARY DISEASE, CANCER, FIBROSIS, IMMUNOLOGY AND INFECTIOUS DISEASE, MUSCULOSKELETAL DISEASE, AND METABOLISM AND MITOCHONDRIAL FUNCTION. TJU HAS GIVEN SPECIAL EMPHASIS TO RESEARCH FOCUSED ON CANCER AND CANCER BIOLOGY, CARDIAC AND CARDIOVASCULAR BIOLOGY, NEUROSCIENCE, POPULATION AND PUBLIC HEALTH, AND INFECTIOUS DISEASES AND VACCINES. CANCER: THROUGH THE SIDNEY KIMMEL CANCER CENTER, A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, TJU ACCELERATES DISCOVERY IN FIVE NCI-DESIGNATED PROGRAM AREAS, AIMING TO TRANSLATE FINDINGS INTO MORE EFFECTIVE TREATMENTS. THESE AREAS ARE CANCER CELL BIOLOGY AND SIGNALING, MOLECULAR BIOLOGY AND GENETICS, PROSTATE CANCER, BREAST CANCER AND GASTROINTESTINAL CANCER. CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH: IN 1939, MR. AND MRS. THOMAS D. CARDEZA ESTABLISHED THE CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH IN THE DIVISION OF HEMATOLOGY IN DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY AS A MEMORIAL TO CHARLOTTE DRAKE CARDEZA. CARDEZA FOUNDATION ENABLES TJU TO CONDUCT A BROAD RANGE OF BASIC RESEARCH, CLINICAL AND TRANSLATIONAL RESEARCH AND CORE LABORATORIES RELATED TO HEMATOLOGY, INCLUDING THROMBOSIS AND HEMOSTASIS, CIRCULATING BLOOD PLATELET CONTRIBUTIONS TO BLOOD CLOTTING AND GROWTH OF SOLID TUMORS, GENETIC EFFECTS OF PLATELET FUNCTIONS, BREAST AND PROSTATE CANCER CELL METASTASIS, GENE EXPRESSION IN MEGAKARYOCYTES AND PLATELETS AND THEIR ROLE IN CARDIOVASCULAR DISEASE AND THROMBOPOIESIS. FARBER INSTITUTE FOR NEUROSCIENCE: COMPOSED OF THE DEPARTMENTS OF NEUROLOGICAL SURGERY, NEUROLOGY, NEUROSCIENCE AND PSYCHIATRY AND HUMAN BEHAVIOR, THE FARBER INSTITUTE FOR NEUROSCIENCE, A DIVISION OF TJU, CONDUCTS BASIC, TRANSLATIONAL AND CLINICAL RESEARCH TO UNDERSTAND THE FUNDAMENTAL MECHANISMS OF THE NORMAL AND DISEASED BRAIN. FARBER INSTITUTE SPECIALISTS TRANSLATE THEIR UNDERSTANDING INTO TREATMENTS FOR NEURODEGENERATIVE AND OTHER DEVASTATING DISORDERS. RESEARCHERS AT THE INSTITUTE SHARE THEIR FINDINGS AND EXPERIENCES WITH OTHER ACADEMICS AND SPECIALISTS FROM AROUND THE WORLD AND WORK TOGETHER TO TREAT, PREVENT, AND FIND CURES FOR ALL KINDS OF NEUROLOGICAL AND SPINE DISORDERS. JEFFERSON VACCINE CENTER: JEFFERSON MEDICAL COLLEGE ESTABLISHED THE JEFFERSON VACCINE CENTER ("JVC") IN 2007 WITH THE GOAL OF COMBINING AND FURTHER ENHANCING THE EXISTING INTEREST AND EXPERTISE AT TJU IN THE AREA OF VACCINE RESEARCH FOR INFECTIOUS DISEASES AND CANCER. JVC COMBINES AND UTILIZES RESEARCH EFFORT IN IMMUNOLOGY, MICROBIAL PATHOGENESIS AND TUMOR IMMUNOLOGY. THE MISSION OF THE JVC IS TO STRENGTHEN THE BASIC AND TRANSLATIONAL RESEARCH AT TJU IN VACCINOLOGY AND THERAPEUTICS BY ESTABLISHING CUTTING EDGE RESEARCH PROGRAMS IN VACCINOMICS AND BUILDING A NATIONALLY AND INTERNATIONALLY KNOWN CENTER OF EXCELLENCE. DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY: THE DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY, PART OF TJU'S DEPARTMENT OF PATHOLOGY, ANATOMY AND CELL BIOLOGY, PROVIDES AN INTERDISCIPLINARY BASE FOR RESEARCH AND EDUCATION IN THE RAPIDLY EVOLVING FIELDS OF INTEGRATIVE MODELING AND COMPUTATIONAL ANALYSIS OF THE DYNAMICS OF BIOLOGICAL SYSTEMS. THE INSTITUTE FOCUSES ON THE DEVELOPMENT OF MAMMALIAN SYSTEMS BIOLOGY TO STUDY THE MULTI-SCALE REGULATORY NETWORKS IN THE CONTEXT OF ADAPTATION IN CENTRAL AUTONOMIC CONTROL CIRCUITS, DYSFUNCTION OF CARDIO-RESPIRATORY REGULATION, ALCOHOLIC LIVER DISEASE AND LIVER REPAIR, AND STEM CELL DIFFERENTIATION. IN ORDER TO STUDY INTRA- AND INTER-CELLULAR NETWORKS, TJU EMPLOYS GENOMIC AND OTHER "OMIC" TECHNOLOGIES TO ACQUIRE DATASETS SUITABLE FOR ANALYSES TO IDENTIFY VARIABLES AND RELATIONSHIPS THAT PROVIDE A BASIS FOR MODELING AND SIMULATION OF MULTI-SCALE SYSTEM DYNAMICS. TJU DEVELOPS BIOINFORMATICS TOOLS TO IMPROVE THE ABILITY TO DERIVE NETWORKS, PATHWAYS AND RELATIONSHIPS SUBSERVING CELLULAR PROCESSES. TJU BRINGS PRINCIPLES OF CONTROL AND SYSTEMS THEORY AS WELL AS PROBABILISTIC/STATISTICAL TECHNIQUES TO BEAR ON THE ANALYSIS OF BIOLOGICAL PROCESSES. THE FUTURE ========== TJU'S FORWARD-LOOKING EDUCATIONAL PROGRAMS INCLUDE ITS INSTITUTE OF EMERGING HEALTH PROFESSIONS, WHICH PROVIDES INNOVATIVE AND UNIQUE EDUCATION AND TRAINING TO FILL FUTURE CAREER AND CERTIFICATION GAPS IN HEALTHCARE PRACTICE AND DELIVERY. IN A WORLD WHERE RAPID CHANGE IS THE NORM, EMPLOYERS ARE SEEKING GRADUATES WHO ARE READY FOR WHATS HAPPENING RIGHT NOW AND FOR WHAT WILL COME NEXT. TJU'S DISTINCTIVE, ACTIVE, COLLABORATIVE, REAL-WORLD APPROACH IS EXACTLY WHAT STUDENTS NEED TO GAIN THAT KIND OF COMPETITIVE ADVANTAGE. TJU WORKS TO CONNECT DISCIPLINES AND ESTABLISHES CREATIVE, COLLABORATIVE, REAL-WORLD LEARNING ENVIRONMENTS FOR ITS STUDENTS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS BY WORKING ON TRANSDISCIPLINARY TEAMS AT TJU, STUDENTS GAIN A BROADER UNDERSTANDING OF DIFFERING PERSPECTIVES AND DEVELOP CRITICAL DECISION-MAKING SKILLS. BUILT FOR A FUTURE THAT HAS YET TO BE DEFINED, TJU IS CROSSING DISCIPLINES TO BRING UNRIVALED INNOVATION AND DISCOVERY TO HIGHER EDUCATION. THROUGH BOUNDARY-BREAKING COLLABORATION, RESEARCH AND HANDS-ON, EXPERIENTIAL LEARNING, TJU EQUIPS GRADUATES WITH LEADERSHIP AND ANALYTICAL SKILLS SHAPED FOR AN ACCELERATED JOB MARKET. TJU IS RESHAPING EDUCATION FOR THE 21ST CENTURY. TJU IS SIMILARLY FORWARD-LOOKING IN ITS RESEARCH PROGRAMS. THROUGH ITS JANE AND LEONARD KORMAN RESPIRATORY INSTITUTE JEFFERSON HEALTH & NATIONAL JEWISH HEALTH, TJU IS FOCUSED ON BASIC AND TRANSLATIONAL RESEARCH BY RECRUITING A LUNG BIOLOGIST WHOSE RESEARCH IS EXPECTED TO ENHANCE METHODS OF DETECTING AND TREATING A VARIETY OF LUNG DISEASES IN THE EXAM ROOM. IN ADDITION, A MEDICAL ONCOLOGIST WILL FOCUS ON BRINGING CLINICAL TRIALS AND THE NEWEST ADVANCES IN MOLECULAR THERAPEUTICS AND PERSONALIZED MEDICINE TO PATIENTS. AT THE FOREFRONT OF ACADEMIC MEDICINE, TJU IS USING ITS CENTER FOR TRANSLATIONAL MEDICINE TO CREATE A NEW CULTURE OF COLLABORATION AND COOPERATION BETWEEN BASIC SCIENCE INVESTIGATORS AND PHYSICIANS. THE CENTER BRIDGES BASIC SCIENTIFIC DISCOVERIES WITH PHYSICIANS' NEEDS FOR THEIR PATIENTS. THE CENTER EMPHASIZES CUTTING-EDGE BASIC MOLECULAR BIOMEDICAL RESEARCH AND ITS TRANSLATION INTO THE MOST EFFICIENT AND TAILORED FORMS OF DIAGNOSIS AND TREATMENT AS WELL AS MODES OF PREVENTION. TJU'S SIDNEY KIMMEL CANCER CENTER WORKS EVERY DAY TO ACHIEVE ITS MISSION OF IMPROVING LIVES OF CANCER PATIENTS AND THEIR FAMILIES THROUGH COMPASSION, INNOVATION AND BREAKTHROUGH DISCOVERIES. TO ACHIEVE THAT MISSION, THE CENTER WILL USE SCIENTIFIC DISCOVERIES AND ADVANCES IN CANCER DETECTION AND TREATMENT. ITS RESEARCHERS ARE COMMITTED TO TRANSLATING SCIENTIFIC FINDINGS INTO PROMISING TREATMENTS FOR ALL TYPES OF CANCER, INCLUDING LUNG CANCER, HEAD AND NECK SQUAMOUS CELL CARCINOMA, AND PROSTATE CANCER, WITH A FOCUS ON INCIDENCE AND MORTALITY IN TJU'S LOCAL CATCHMENT AREA AND BEYOND WITH AN EMPHASIS ON VULNERABLE POPULATIONS, INCLUDING AFRICAN AMERICAN AND GERIATRIC PATIENTS. THE CANCER CENTER'S BREAST CANCER PROGRAM IS COMMITTED TO DECREASING THE INCIDENCE AND MORBIDITY OF BREAST CANCER THROUGH DISCOVERY AND TRANSLATION INTO PRACTICE IN THE PHILADELPHIA AREA AND BEYOND. THE GASTROINTESTINAL CANCER PROGRAM IS IDENTIFYING, AT THE MOLECULAR LEVEL, THE UNDERLYING FORMATION OF CANCER AND ITS METASTASIS, AND TRANSLATING THESE COMPONENTS INTO NOVEL DIAGNOSTIC TOOLS ENABLING EARLY DETECTION, PROGNOSIS, PREDICTION, RISK-STRATIFICATION AND PREVENTION. ITS ADDITIONAL GOALS ARE TO EXPLOIT NOVEL MECHANISMS TO DEFINE MOLECULARLY TARGETED THERAPEUTICS FOR CANCER PREVENTION, TREATMENT AND CONTROL AND TO ADVANCE DIAGNOSTIC AND THERAPEUTIC MODALITIES INTO EVIDENCE-BASED PRACTICE FOR CANCER PREVENTION AND CONTROL. FINALLY, TJU'S CANCER CENTER IS IMPROVING POPULATION HEALTH ON A BROAD SCALE BY REDUCING CANCER BURDEN AND DISPARITIES THROUGH DISCOVERING, DEVELOPING, EVALUATING AND IMPLEMENTING EVIDENCE-BASED CARE TO BRING ABOUT HEALING WITH TAILORED, WHOLE-PERSON CARE. PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY: TWO LEGACIES JOINED BY ONE VISION =================================================================== UNIFYING TWO RENOWNED LEGACIES OF INNOVATION, EDUCATION, RESEARCH AND PROFESSIONAL EXCELLENCE, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) HAS MORE THAN THREE COMBINED CENTURIES OF HISTORY. DRIVEN BY THIS NEWLY UNITED AND ROBUST PAST, JEFFERSON DELIVERS UNIQUE AND HIGH-IMPACT PROFESSIONAL EDUCATION TO OUR STUDENTS IN THE AREAS OF ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION, HEALTH, MEDICINE, SCIENCE, TEXTILES AND MORE. THOMAS JEFFERSON UNIVERSITY WAS FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE, AND PHILADELPHIA UNIVERSITY WAS FOUNDED IN 1884 AS THE PHILADELPHIA TEXTILE SCHOOL. BOTH WERE AHEAD OF THEIR TIME AND FOCUSED ON THE IMPORTANCE OF EXPERIENTIAL LEARNING. THE NEW JEFFERSON WAS ESTABLISHED ON JULY 1, 2017 AS A RESULT OF THE MERGER OF THESE TWO RENOWNED UNIVERSITIES. JOINED TOGETHER IN 2017 THROUGH A SHARED AND UNIQUE APPROACH TO EDUCATION, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) IS NATIONALLY AND INTERNATIONALLY RECOGNIZED FOR MANY HISTORICAL "FIRSTS" INCLUDING THE FIRST SURGICAL USE OF ANESTHESIA IN PHILADELPHIA; THE BLENDING OF QUAIL FEATHERS AND WOOL TO CREATE THE ARMY'S UBIQUITOUS OLIVE DRAB AS AN ALTERNATIVE TO DARK BLUE AND LIGHT-COLORED KHAKI MILITARY UNIFORMS; THE FIRST SUCCESSFUL OPEN-HEART OPERATION USING A HEART-LUNG MACHINE; AND THE FIRST BIFURCATED AORTAL GRAFT DESIGNED BY USING MULTI-BRANCHED SEAMLESS TUBES THAT KNIT FIBERS NEEDED FOR ARTIFICIAL BLOOD VESSELS. TODAY, WE ARE A PROFESSIONAL UNIVERSITY THAT DEFIES CONVENTION AND DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTERPROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. TOGETHER, THESE UNIVERSITIES INCLUDE 10 COLLEGES AND 4 SCHOOLS INCLUDING ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION AND TEXTILES, HEALTH SCIENCE AND SOCIAL SCIENCE PROGRAMS. OVER 160 UNDERGRADUATE/GRADUATE PROGRAMS ARE OFFERED. JEFFERSON HEALTH ================ JEFFERSON HEALTH OFFERS EXCELLENT CLINICAL AND COMPASSIONATE CARE FOR OUR PATIENTS IN THE PHILADELPHIA REGION, EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES AND DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE. CURRENTLY, JEFFERSON HEALTH IS COMPRISED OF: - 14 HOSPITAL LOCATIONS; - 7 URGENT CARE CENTERS; - 1 NCI-DESIGNATED CANCER CENTER; - 22 REHAB SPECIALTY SERVICES; - 19 OUTPATIENT CENTERS; AND - 25 TESTINGS & IMAGING CENTERS. JEFFERSON HEALTH DELIVERS CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. DURING FY19, THESE FACILITIES SERVED MORE THAN 126,000 INPATIENTS, 499,000 EMERGENCY PATIENTS AND 4 MILLION OUTPATIENTS (47,000 OUTPATIENT SURGERIES PERFORMED). THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. TOGETHER, JEFFERSON HEALTH INCLUDES 2,885 LICENSED BEDS, 6,300 PHYSICIANS AND PRACTITIONERS AND 7,900 NURSES. DURING FY19, JEFFERSON HEALTH PROVIDED OVER 6,700 GROUND AND AIR TRANSPORTS.
CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION.
CORE FORM, PART VI, SECTION A; QUESTION 2 IRA BRIND, ESQ., WILLIAM A. LANDMAN & ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP; AND JOHN P. SILVESTRI & JOSEPH MARESSA, JR. ESQ. - BUSINESS RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS THE PARENT ORGANIZATION OF THE SYSTEM THOMAS JEFFERSON UNIVERSITY PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. THOMAS JEFFERSON UNIVERSITY ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, AND RECORDS REVENUE AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES.
CORE FORM, PART VI, SECTION B, QUESTION 11B THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S GOVERNING BODY HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE SYSTEM'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATION FINANCE AND CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND ASSOCIATE VICE PRESIDENT AND ENTERPRISE CONTROLLER ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/ CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEES PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEES DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTIONS OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J THEODORE TARASCHI, FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH AS THE ASSOCIATE PROVOST FOR RESEARCH CONDUCT AND COMPLIANCE AT THOMAS JEFFERSON UNIVERSITY.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; LINE 25 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2006B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2009A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A, - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, INC., EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - ARIA HEALTH, EIN: 23-0596940 - ARIA HEALTH SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH SYSTEM, INC., EIN: 22-2442036 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED ON THIS ORGANIZATION'S FEDERAL FORM 990, SCHEDULE K.
CORE FORM, PART X; LINES 27-29 IN AUGUST 2016, THE FASB ISSUED ASU 2016-14, NOT-FOR-PROFIT ENTITIES: PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR PROFIT ENTITIES, WHICH ELIMINATES THE REQUIREMENT FOR NOT-FOR-PROFITS (NFPS) TO CLASSIFY NET ASSETS AS UNRESTRICTED, TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED. INSTEAD, NFPS ARE REQUIRED TO CLASSIFY NET ASSETS AS NET ASSETS WITH DONOR RESTRICTIONS OR WITHOUT DONOR RESTRICTIONS. AMONG OTHER THINGS, THE GUIDANCE ALSO MODIFIES REQUIRED DISCLOSURES AND REPORTING RELATED TO NET ASSETS, INVESTMENT EXPENSES AND QUALITATIVE INFORMATION REGARDING LIQUIDITY. NFPS ARE ALSO REQUIRED TO REPORT ALL EXPENSES BY BOTH FUNCTIONAL AND NATURAL CLASSIFICATION IN ONE LOCATION. THE PROVISIONS OF ASU 2016-14 ARE EFFECTIVE FOR THE INSTITUTION FOR ANNUAL PERIODS BEGINNING AFTER DECEMBER 15, 2017 AND INTERIM PERIODS THEREAFTER. AS SUCH, THE INSTITUTION ADOPTED ASU 2016-14 FOR THE YEAR ENDED DECEMBER 31, 2018. THE EFFECTS OF THE ADOPTION OF ASU 2016-14 WERE APPLIED RETROSPECTIVELY. AS A RESULT OF THE ADOPTION OF ASU 2016-14, THE NET ASSET CATEGORIES HAVE BEEN UPDATED AS DESCRIBED ABOVE. ADDITIONALLY, THE ADDITION OF QUANTITATIVE AND QUALITATIVE DISCLOSURES RELATED TO THE ANALYSIS OF EXPENSES BY BOTH NATURAL AND FUNCTIONAL CLASSIFICATIONS AND LIQUIDITY AND AVAILABILITY OF RESOURCES CAN BE FOUND IN NOTES 4 AND 14. THE ADOPTION OF ASU 2016-14 HAD NO IMPACT ON THE TOTAL NET ASSETS PREVIOUSLY REPORTED BY THE INSTITUTION AS OF DECEMBER 31, 2017.
CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS - $31,727,303; - CHANGE IN NET PENSION LIABILITY - ($54,894,000); - CHANGE IN INTEREST RATE SWAP CONTRACTS - ($4,669,821); - NET ASSETS RELEASED FROM RESTRICTION USED FOR PURCHASE OF PP&E - $540,210; - DISTRIBUTIONS TO NON-CONTROLLING INTERESTS - $43,132; - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - ($330,882); - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($33,356,212); - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - $18,423; - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - $192,513; AND - OTHER CHANGES IN NET ASSETS - $2,746,999.
CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2019 AND JUNE 30, 2018; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE ORGANIZATION'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.
FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:65584881
FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:39954812
FORM 990 PART IX LINE 11G DESCRIPTION:BILLING FEES TOTAL FEES:8509639
FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:2627433
FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:1467595
FORM 990 PART IX LINE 11G DESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:126037
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


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
2018
Open to Public Inspection
Name of the organization
THOMAS JEFFERSON UNIVERSITY
 
Employer identification number

23-1352651
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) 925 WALNUT HOLDING LLC
1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
81-3840390
REAL ESTATE PA 1,258,204 43,046,820 TJU
 
(2) TJU FAIRWATER LLC
1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
47-3445382
INVESTMENTS NY 0 0 TJU
 
(3) JEFFERSON HORIZON RESEARCH LLC
1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
83-2402762
RESEARCH PA 6,624 100,000 TJU
 






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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)TJUH SYSTEM INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
26-3026795
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU
 
Yes
 
(2)THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2829095
HEALTH SVCS. PA 501(C)(3) HOSPITAL TJUH SYSTEM
 
 
No
(3)JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2809585
HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(4)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
46-4855345
HEALTH SVCS. NJ 501(C)(3) 509(A)(3) JUP
 
 
No
(5)JEFFERSON PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-3026939
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(6)JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2858320
HEALTH SVCS. PA 501(c)(3) 509(A)(3) JPS
 
 
No
(7)METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2678055
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(8)METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-3537847
HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MAHC
 
 
No
(9)JEFFEX INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2622009
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(10)EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2622004
HEALTH SVCS. PA 501(c)(3) 509(A)(2) JEFFEX INC
 
 
No
(11)WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2622006
HEALTH SVCS. PA 501(c)(3) 509(A)(2) JEFFEX INC
 
 
No
(12)SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2214351
REAL ESTATE PA 501(c)(2)   JEFFEX INC
 
 
No
(13)ABINGTON HEALTH
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
27-1243803
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU
 
Yes
 
(14)ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-1352152
HEALTH SVCS. PA 501(c)(3) HOSPITAL AH
 
 
No
(15)LANSDALE HOSPITAL CORPORATION
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
26-3359979
HEALTH SVCS. PA 501(c)(3) HOSPITAL AH
 
 
No
(16)ABINGTON HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2188052
FUNDRAISING PA 501(C)(3) 509(A)(1) AH
 
 
No
(17)ARIA HEALTH SYSTEM
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2239131
HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJU
 
Yes
 
(18)ARIA HEALTH
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-0596940
HEALTH SVCS. PA 501(C)(3) HOSPITAL AHS
 
 
No
(19)ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2691968
HEALTH SVCS. PA 501(C)(3) 170B1AIII AHS
 
 
No
(20)ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
46-0779942
HEALTH SVCS. PA 501(C)(3) 509(A)(2) AHS
 
 
No
(21)JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-7318683
FUNDRAISING PA 501(C)(3) 509(A)(3) AH
 
 
No
(22)PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-1352294
EDUCATION PA 501(C)(3) 509(A)(1) TJU
 
Yes
 
(23)KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2442036
HEALTH SVCS. NJ 501(C)(3) 509(A)(1) TJU
 
Yes
 
(24)KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-1773439
HEALTH SVCS. NJ 501(C)(3) HOSPITAL KHS
 
 
No
(25)KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
80-0550282
FUNDRAISING NJ 501(C)(3) 509(A)(1) KHS
 
 
No
(26)KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2442034
REAL ESTATE NJ 501(C)(3) 509(A)(3) KHS
 
 
No
(27)STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2443981
HEALTH SVCS. NJ 501(C)(3) 509(A)(2) KHS
 
 
No
(28)KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2442032
HEALTH SVCS. NJ 501(C)(3) 509(A)(3) KHS
 
 
No
(29)KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
46-1420853
HEALTH SVCS. NJ 501(C)(3) 509(A)(2) KHS
 
 
No
(30)MAGEE REHABILITATION HOSPITAL
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-1476328
HEALTH SVCS. PA 501(C)(3) HOSPITAL TJU
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2332396
MEDICAL OFFICE PA NA
 
                 
(2) JEFF UNIV RAD ASSOC

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

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

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

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

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

1301 2ND AVE
SEATTLE,WA98101
45-3214379
INVESTMENTS DE TJU
 
RELATED 832,262 69,267,716   No 0 Yes   70.983 %
(8) JUNIATA MED BLD

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2450132
MEDICAL OFFICE PA NA
 
                 
(9) TMB ENTERPRISE

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2400586
MEDICAL OFFICE PA NA
 
                 
(10) MED IMAGING ASSOC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2491498
HEALTH SVCS. PA NA
 
                 
(11) GARDEN ST RAD LLC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
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

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2146678
REAL ESTATE PA TJU
 
C CORP. 794,831 95,886 100.000 % Yes  
(2) WALNUT REALTY CO

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2332416
REAL ESTATE PA TJU
 
C CORP. 8,029 0 100.000 % Yes  
(3) ATRIUM CORPORATION

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2075587
HEALTH SVCS. PA TJU
 
C CORP. 508,976 3,991,962 100.000 % Yes  
(4) HEALTHMARK INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2259593
HEALTH SVCS. PA TJU
 
C CORP. 4,059 0 100.000 % Yes  
(5) JEFFERSON ACUTE CARE PHYSICIANS PC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
47-2639286
HEALTH SVCS. PA TJU
 
C CORP. 8,596,203 1,180,902 100.000 % Yes  
(6) JEFFCARE INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2830152
HEALTH SVCS. PA TJU
 
C CORP. 213,044 185,807 100.000 % Yes  
(7) MID-ATLANTIC MATERNAL FETAL INSTITUTE

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2922471
INACTIVE PA TJU
 
C CORP. 0 0 100.000 % Yes  
(8) MID-ATLANTIC MATERNAL FETAL INSTITUTE PC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
22-3536371
INACTIVE NJ TJU
 
C CORP. 0 0 100.000 % Yes  
(9) JEFFERSON PHYSICIAN SVCS OF CALIFORNIA

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
37-1856786
INACTIVE CA TJU
 
C CORP. 0 0 100.000 % Yes  
(10) 925 WALNUT STREET CORP

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
84-1657497
REAL ESTATE PA TJU
 
S CORP. 183,652 11,185,481 100.000 % Yes  
(11) SYSTEM SERVICE CORPORATION

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2218944
HOLDING CO. DE TJU
 
C CORP. 127,320 10,483,097 100.000 % Yes  
(12) TF DEVELOPMENT LTD

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2197865
REAL ESTATE PA TJU
 
C CORP. 4,113,538 21,500,583 100.000 % Yes  
(13) HEALTH CARE INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
20-0214524
HEALTH SVCS. PA TJU
 
C CORP. 887,280 1,439,038 100.000 % Yes  
(14) KENNEDY MANAGEMENT GROUP INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
22-3347294
MANAGEMENT NJ TJU
 
C CORP. 1,413,024 791,149 100.000 % Yes  
(15) PROFESSIONAL MEDICAL MANAGEMENT INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
22-2559690
COLLECTION SVCS. NJ TJU
 
C CORP. 4,654,107 3,532,346 100.000 % Yes  
(16) KENNEDY ACCESS INCORPORATED

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
47-2661672
INVESTMENTS NJ TJU
 
C CORP. 0 469,447 100.000 % Yes  
(17) JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
84-1980055
HEALTH SVCS NJ TJU
 
C CORP 0 0 100.000 % Yes  
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
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
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
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) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART V THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THIS ORGANIZATION ROUTINELY PAY EXPENSES FOR VARIOUS RELATED AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version: