Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2019 , and ending 06-30-2020
BCheck if applicable:
CName of organization
ABINGTON HEALTH FOUNDATION
 
% 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

23-2188052
E Telephone number

G Gross receipts $ 30,974,354
F Name and address of principal officer:
Alison L Ferren
1101 MARKET ST STE 2004
PHILADELPHIA,PA19107
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ABINGTONHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1992
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS & SERVICES OF ABINGTON MEMORIAL HOSPITAL & LANSDALE HOSPITAL CORPORATION; RELATED IRC SECTION 501(C)(3) TAX-EXEMPT ORGS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 55
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 46
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 321
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 14,645,188 14,495,616
9 Program service revenue (Part VIII, line 2g) ......... 0 39,057
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 491,165 16,301,265
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,000 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 15,138,353 30,835,938
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 6,124,198
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 49,662 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 270,891 723,098
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 320,553 6,847,296
19 Revenue less expenses. Subtract line 18 from line 12....... 14,817,800 23,988,642
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 975,374,264 1,006,708,449
21 Total liabilities (Part X, line 26)............. 10,017,418 17,820,260
22 Net assets or fund balances. Subtract line 21 from line 20..... 965,356,846 988,888,189
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 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 6,783,892 including grants of $ 6,124,198 ) (Revenue $ 39,057 )
EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet6,783,892
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part 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
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and 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 E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
 
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
 
No
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
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
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
26
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
 
No
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 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
55
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
46
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRONALD C KELLER CPA1101 MARKET STREET STE 2004   PHILADELPHIA,PA19107 (215) 503-8344
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) LAURENCE M MERLIS......................................................................
FORMER OFFICER
60.0
.................
0.0
          X 0 3,387,732 770,638
(2) MICHAEL B WALSH......................................................................
TREASURER
55.0
.................
0.0
    X       0 2,193,597 310,921
(3) MARGARET M MCGOLDRICK......................................................................
TRUSTEE - PRES AMH/LHC
55.0
.................
0.0
X   X       0 809,064 121,461
(4) KEITH W SWEIGARD MD......................................................................
TRUSTEE
55.0
.................
0.0
X           0 514,477 285,123
(5) JOHN J KELLY MD......................................................................
FORMER OFFICER
0.0
.................
0.0
          X 0 740,430 43,365
(6) DEBORAH A DATTE ESQ......................................................................
SECRETARY
55.0
.................
0.0
    X       0 592,645 148,089
(7) JILL G KYLE......................................................................
SVP REGIONAL ADVANCEMENT
55.0
.................
0.0
      X     0 450,827 245,676
(8) GERARD M CLEARY DO......................................................................
TRUSTEE; EX-OFFICIO
55.0
.................
0.0
X           0 566,704 39,759
(9) WARREN B MATTHEWS MD......................................................................
TRUSTEE
55.0
.................
0.0
X           0 292,441 87,101
(10) STEVEN E SPENCER MD......................................................................
TRUSTEE
55.0
.................
0.0
X           0 332,649 46,550
(11) CHRISTOPHER NOTTE MD......................................................................
TRUSTEE; EX-OFFICIO
55.0
.................
0.0
X           0 300,664 1,630
(12) RICHARD SNYDER MD......................................................................
TRUSTEE
7.0
.................
0.0
X           0 36,667 0
(13) JEAN FITZPATRICK PHD......................................................................
CHAIRMAN - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(14) JOHN A BOWN JR......................................................................
VICE CHAIRMAN - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(15) DAVID ARCHIBALD EDD......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(16) EDWARD K ASPLUNDH......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
(17) ROBERT BARSKY DO......................................................................
TRUSTEE
5.0
.................
0.0
X           0 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) HELEN R BOSLEY........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(19) ARNOLD W BRADBURD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(20) DOUGLAS S CALLANTINE........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(21) CLAIRE E CHERNEY........................................................................
TRUSTEE; EX-OFFICIO
5.0
.......................0.0
X           0 0 0
(22) THOMAS DELGIORNO MD........................................................................
TRUSTEE; EX-OFFICIO
5.0
.......................0.0
X           0 0 0
(23) EDITH R DIXON........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(24) MARK L DOOLEY........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(25) GEORGE T DOWNS III........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(26) BRUCE K ENTWISLE........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(27) DAVID J ESKIN MD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(28) MARK R ESKIN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(29) JENNIFER V FRABIZZIO MD........................................................................
TRUSTEE; EX-OFFICIO
5.0
.......................0.0
X           0 0 0
(30) WILLIAM W FONNER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(31) BRUCE GOODMAN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(32) DAVID L HARRAR........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(33) MARILYN D HARRIS........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(34) THOMAS HILL........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(35) HYMAN R KAHN MD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(36) BRUCE KLUGHERZ MD........................................................................
TRUSTEE; EX-OFFICIO
5.0
.......................0.0
X           0 0 0
(37) LINDA MANFREDONIA ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(38) MARVIN MASHNER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(39) REEVES MILLER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(40) NEAL PEARLSTINE ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(41) FREDERICK PENNEKAMP........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(42) ROBERT PETERMAN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(43) REV DR BRUCE W PETTY SR........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(44) DONALD PIZER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(45) LORRAINE C PRUITT........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(46) REV CHARLES QUANN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(47) ROBERT J RIETHMILLER JR........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(48) JEREMY A ROSENAU........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(49) ANDREW D RUBIN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(50) HERBERT L SACHS........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(51) PHILIP SASSO MD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(52) FREDDA L SEGAL........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(53) STANLEY A SINGER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(54) JOSEPHINE B SMITH........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(55) ELLIOT W STONE........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(56) BRUCE E TOLL........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(57) OSCAR P VANCE JR........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(58) ROBERT P VOGEL ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(59) MARY ANN WATSON........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(60) HOWARD ZIPIN MD........................................................................
TRUSTEE; EX-OFFICIO
5.0
.......................0.0
X           0 0 0
(61) RICHARD KRAUSS........................................................................
TRUSTEE (TERMED 09/2019)
5.0
.......................0.0
X           0 0 0
(62) JOSEPHINE C MANDEVILLE........................................................................
TRUSTEE (TERMED 02/2020)
5.0
.......................0.0
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 10,217,897 2,100,313
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
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
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 279,673
d Related organizations1d  
e Government grants (contributions)1e 250,000
f All other contributions, gifts, grants, and similar amounts not included above1f 13,965,943
g Noncash contributions included in lines 1a - 1f:$ 1g 960,939
h Total. Add lines 1a-1f.......MediumBullet 14,495,616
 Program Service RevenueAmt Business Code
2a OTHER PROGRAM RELATED REVENUE   39,057 39,057    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 39,057
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 1,482,161     1,482,161
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents     6a
b Less: rental expenses     6b
c Rental income or (loss) 0 0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   14,819,104 7a
b Less: cost or other basis and sales expenses     7b
c Gain or (loss)   14,819,104 7c
d Net gain or (loss).........MediumBullet 14,819,104     14,819,104
8a Gross income from fundraising events (not including $ 279,673of contributions reported on line 1c). See Part IV, line 18 ....
8a 138,416
b Less: direct expenses ... 8b 138,416
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See instructions.....MediumBullet 30,835,938 39,057   16,301,265
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 6,124,198 6,124,198
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 1,534   1,534  
c Accounting ........... 171   171  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 675,364 659,655 15,709 0
12 Advertising and promotion .... 1,319   1,319  
13 Office expenses ....... 1,747   1,747  
14 Information technology ...... 4,665   4,665  
15 Royalties .. 0      
16 Occupancy ........... 1,310   1,310  
17 Travel ............ 107   107  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 42   42  
20 Interest ........... 33   33  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 0      
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 ALLOCATION OF PERSONNEL 33,211 0 33,211 0
b REPAIRS & MAINTENANCE 2,369 0 2,369 0
c OTHER EXPENSES 1,226 39 1,187 0
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 6,847,296 6,783,892 63,404 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 0 2 0
3 Pledges and grants receivable, net ...... 8,879,605 3 6,244,747
4 Accounts receivable, net ............. 10,849 4 345,554
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 1,373 9 1,373
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 80,968
b Less: accumulated depreciation 10b 80,968   10c  
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 .. 966,482,437 13 1,000,116,775
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 975,374,264 16 1,006,708,449
Liabilities 17 Accounts payable and accrued expenses ..... 288,667 17 345,491
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 9,728,751 25 17,474,769
26 Total liabilities. Add lines 17 through 25.. 10,017,418 26 17,820,260
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 866,562,905 27 892,437,790
28 Net assets with donor restrictions ........... 98,793,941 28 96,450,399
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 965,356,846 32 988,888,189
33 Total liabilities and net assets/fund balances ........ 975,374,264 33 1,006,708,449
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
30,835,938
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
6,847,296
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
23,988,642
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
965,356,846
5
Net unrealized gains (losses) on investments ...............
5
11,722,151
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
-12,179,450
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
988,888,189
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


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

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

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

Schedule A (Form 990 or 990-EZ) 2019
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 15,918,032 12,645,809 10,599,537 14,645,188 14,495,616 68,304,182
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 15,918,032 12,645,809 10,599,537 14,645,188 14,495,616 68,304,182
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).. 795,949
6 Public support. Subtract line 5 from line 4. 67,508,233
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2015 (b) 2016 (c) 2017 (d) 2018 (e) 2019 (f) Total
7 Amounts from line 4.. 15,918,032 12,645,809 10,599,537 14,645,188 14,495,616 68,304,182
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 17,068,228 35,345,252 18,663,003 765,909 1,482,161 73,324,553
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 10 141,628,735
12
12
2,456,114
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
47.666 %
15
15
41.955 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2019

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

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

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

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

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

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


Additional Data


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

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

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






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number
23-2188052
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
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) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

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

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

Additional Data


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

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

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 31,462,435 31,434,487 30,819,176 30,641,177 29,940,232
b Contributions ... 17,396,674 27,948 615,311 177,999 700,945
c Net investment earnings, gains, and losses 1,067,414        
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
1,205,503        
f Administrative expenses ....          
g End of year balance ...... 48,721,020 31,462,435 31,434,487 30,819,176 30,641,177
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

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

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)SHORT-TERM INVESTMENTS 910,507,099 F
(2)LONG-TERM INVESTMENTS 82,869,780 F
(3)ASSETS WHOSE USE IS LIMITED 6,739,896 F
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 1,000,116,775
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 17,474,769
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
FORM 990, SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE YEARS ENDED JUNE 30, 2020 AND JUNE 30, 2019; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE SYSTEM'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: THOMAS JEFFERSON UNIVERSITY'S ("TJU'S") ENDOWMENTS CONSIST OF 1,017 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE, WHICH ARE REPORTED IN UNRESTRICTED NET ASSETS, WERE $2.1 MILLION AND $1.3 MILLION AS OF JUNE 30, 2020 AND 2019, 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 TJU'S 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 TJU'S 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. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF ABINGTON IS BASED ON 5% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE.
Schedule D (Form 990) 2019


Additional Data


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SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
DAVID SANDERS COMMUN CAMPAIGN PLAN   No      
DONNA FINK PHILAN. CONSULTING   No      
IDONEUS CONSULTING LLC GRANT CONSULTING   No      
SCHULTZ AND WILLIAMS INC CAMPAIGN PLAN   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) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

GALA
(event type)
(b) Event #2

GOLF OUTING
(event type)
(c) Other events

5
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

177,921

82,390

157,778

418,089

2

Less: Contributions . . . .

89,093

51,431

139,149

279,673
3 Gross income (line 1 minus
line 2) . . . . . .

88,828

30,959

18,629

138,416



VerticalDirectExpenses
4 Cash prizes . . . . .   1,345   1,345
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .   24,550   24,550
7 Food and beverages . . . 68,200   8,853 77,053
8 Entertainment . . . . 8,875   300 9,175
9 Other direct expenses . . . 11,753 5,064 9,476 26,293
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 138,416
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) 2019
Schedule G (Form 990 or 990-EZ) 2019
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
1200 OLD YORK ROAD   ABINGTON, PA19001
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990 or 990-EZ) 2019
Additional Data


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

Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number
23-2188052
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
 
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) HARDSHIP RELIEF 102 117,396      
(2) COVID-19 BETTER TOGETHER FUND 3427 6,006,802      
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS.
Schedule I (Form 990) 2019



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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

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

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

(ii)
0
-------------
890,995
0
-------------
585,335
0
-------------
1,911,402
0
-------------
751,763
0
-------------
18,875
0
-------------
4,158,370
0
-------------
742,985
2MICHAEL B WALSH
TREASURER
(i)

(ii)
0
-------------
473,104
0
-------------
123,982
0
-------------
1,596,511
0
-------------
293,245
0
-------------
17,676
0
-------------
2,504,518
0
-------------
763,834
3MARGARET M MCGOLDRICK
TRUSTEE - PRES AMH/LHC
(i)

(ii)
0
-------------
578,662
0
-------------
133,221
0
-------------
97,181
0
-------------
103,744
0
-------------
17,717
0
-------------
930,525
0
-------------
0
4KEITH W SWEIGARD MD
TRUSTEE
(i)

(ii)
0
-------------
368,767
0
-------------
74,645
0
-------------
71,065
0
-------------
265,581
0
-------------
19,542
0
-------------
799,600
0
-------------
0
5JOHN J KELLY MD
FORMER OFFICER
(i)

(ii)
0
-------------
0
0
-------------
0
0
-------------
740,430
0
-------------
43,365
0
-------------
0
0
-------------
783,795
0
-------------
72,566
6DEBORAH A DATTE ESQ
SECRETARY
(i)

(ii)
0
-------------
374,111
0
-------------
118,872
0
-------------
99,662
0
-------------
138,609
0
-------------
9,480
0
-------------
740,734
0
-------------
58,678
7JILL G KYLE
SVP REGIONAL ADVANCEMENT
(i)

(ii)
0
-------------
280,946
0
-------------
94,187
0
-------------
75,694
0
-------------
226,288
0
-------------
19,388
0
-------------
696,503
0
-------------
49,402
8GERARD M CLEARY DO
TRUSTEE; EX-OFFICIO
(i)

(ii)
0
-------------
438,475
0
-------------
98,177
0
-------------
30,052
0
-------------
16,321
0
-------------
23,438
0
-------------
606,463
0
-------------
0
9WARREN B MATTHEWS MD
TRUSTEE
(i)

(ii)
0
-------------
230,714
0
-------------
3,663
0
-------------
58,064
0
-------------
69,040
0
-------------
18,061
0
-------------
379,542
0
-------------
0
10STEVEN E SPENCER MD
TRUSTEE
(i)

(ii)
0
-------------
251,252
0
-------------
31,906
0
-------------
49,491
0
-------------
29,960
0
-------------
16,590
0
-------------
379,199
0
-------------
0
11CHRISTOPHER NOTTE MD
TRUSTEE; EX-OFFICIO
(i)

(ii)
0
-------------
266,462
0
-------------
15,000
0
-------------
19,202
0
-------------
0
0
-------------
1,630
0
-------------
302,294
0
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2019 FORMS W-2.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2019 WHICH WAS INCLUDED IN HIS 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN J. KELLY, M.D., $640,019.
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 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $1,820,005; MICHAEL B. WALSH, $1,546,314; DEBORAH A. DATTE, ESQ., $36,982 AND JILL G. KYLE, $49,402. 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, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MICHAEL B. WALSH, $127,902; KEITH W. SWEIGARD, M.D., $48,994; DEBORAH A. DATTE, ESQ., $35,758 AND JILL G. KYLE, $38,017. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, 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 THE INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $470,813. 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 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $153,000.
SCHEDULE J, PART I, QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2019 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.
Schedule J (Form 990) 2019

Additional Data


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


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

23-2188052
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 14 706,057 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS ITEMS ) X 4 254,882 FMV
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2019)
Schedule M (Form 990) (2019)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2019)

Additional Data


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

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

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

23-2188052
Return Reference Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS ABINGTON HEALTH FOUNDATION ("AHF") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). EFFECTIVE APRIL 30, 2015 AT 11:59 PM, THOMAS JEFFERSON UNIVERSITY ("TJU"), A PENNSYLVANIA NONPROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, BECAME THE SOLE CORPORATE MEMBER OF ABINGTON HEALTH ("AH"). THIS TRANSACTION WAS ACHIEVED BY THE FILING OF THE AMENDED AND RESTATED ARTICLES OF INCORPORATION. AS A RESULT OF THIS TRANSACTION, AH AND ITS SUBSIDIARIES, ABINGTON MEMORIAL HOSPITAL ("AMH"), LANSDALE HOSPITAL CORPORATION ("LHC"), AND ABINGTON HEALTH FOUNDATION ("AHF") (COLLECTIVELY, THE "SUBSIDIARIES"), BECAME SUBSIDIARIES OF TJU, CREATING A UNIVERSITY HEALTH SYSTEM, KNOWN AS JEFFERSON, THAT ENCOMPASSES THOMAS JEFFERSON UNIVERSITY PLUS JEFFERSON HEALTH. PART OF JEFFERSON HEALTH SINCE 2015, THE SYSTEM INCLUDES FOURTEEN HOSPITALS, SEVEN URGENT CARE CENTERS, AND 25 TESTING AND IMAGING CENTERS LOCATED THROUGHOUT PHILADELPHIA, BUCKS AND MONTGOMERY COUNTIES IN PENNSYLVANIA AND CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. OUTPATIENT AND COMMUNITY-BASED SERVICES ARE DELIVERED THROUGH A NETWORK OF OWNED AND AFFILIATED PHYSICIAN PRACTICES, SATELLITE MEDICAL AND SURGICAL CENTERS, OUTPATIENT LABORATORIES AND RADIOLOGY CENTERS. TOGETHER, JEFFERSON HEALTH HAS 32,000+ EMPLOYEES, 6,300 PHYSICIANS AND PRACTITIONERS, 7,900 NURSES, 2,600 FACULTY AND 2,100 VOLUNTEERS AND IS THE SECOND LARGEST EMPLOYER IN PHILADELPHIA. DURING FY20, MANY STRATEGIC ADMINISTRATIVE, MERGER/ACQUISITIONS AND CHANGES WERE GREATLY AFFECTED BY THE COVID19 PANDEMIC. THE SUDDEN APPEARANCE OF A NOVEL CORONAVIRUS WAS A CALL TO ACTION, A SUMMONS TO DO WHAT WE WERE BORN FOR: TO HELP, TO HEAL, TO CARE FOR OUR COMMUNITY. DURING THE PEAK OF THE SURGE, JEFFERSON HEALTH HAD 7,000 DISCHARGES OF NON-COVID PATIENTS WITHOUT ANY EVIDENCE OF VIRUS TRANSMISSION. THAT'S HOW SAFE WE WERE. AMONG OUR 15,000 CLINICAL EMPLOYEES AND PHYSICIANS, WE HAD LESS THAN 1 PERCENT CONTRACT THE VIRUS. THAT'S SUBSTANTIALLY LESS THAN ANY OTHER FRONTLINE SYSTEM. OUR HOSPITALS WERE AMONG THE FEW TO LET LOVED ONES BE PRESENT FOR BIRTHS, AND FOR DEATHS, ALLOWING FAMILIES TO BE AT THE BEDSIDE OF EVEN COVID-POSITIVE PATIENTS. AT AH AND ALH, OUR FIRST PATIENTS PRESENTED EARLY IN THE PANDEMIC AND WE WERE THE FIRST HEALTH SYSTEM TO STAND UP A TESTING SITE AND THE FIRST TO INITIATE UNIVERSAL MASKING. THE PARTNERSHIP STRENGTHENS THE ENTERPRISE'S ABILITY TO CARE FOR THE COMMUNITIES WE SERVE. IN ADDITION, JEFFERSON'S UNIQUE GOVERNANCE STRUCTURE CONTINUES AS A COMBINED BOARD WITH EQUAL REPRESENTATION FROM JEFFERSON, ABINGTON, JEFFERSON HEALTH AND KENNEDY. IN FY20, JEFFERSON HEALTH CONTINUED IN ITS COMMITMENT TO PURSUE ITS DEFINITIVE AGREEMENT WITH EINSTEIN HEALTHCARE NETWORK [EHN] OF PHILADELPHIA AND MONTGOMERY COUNTY, PENNSYLVANIA. THE PROPOSED MERGER TO CREATE AN 18 HOSPITAL HEALTH SYSTEM. WHILE, THOMAS JEFFERSON UNIVERSITY, JEFFERSON HEALTH, TEMPLE UNIVERSITY, AND TEMPLE HEALTH ENTERED INTO AN AGREEMENT TO CONDUCT DUE DILIGENCE AND NEGOTIATE THE SALE OF FOX CHASE CANCER CENTER TO JEFFERSON AND TEMPLE'S INTEREST IN HEALTH PARTNERS PLAN (HPP), THE ACQUISITION DID NOT MOVE FORWARD AS A RESULT OF THE PANDEMIC. WHILE FY20 BROUGHT CHANGES AND CHALLENGES, ONE THING REMAINS CONSTANT: ALL CHARITABLE GIFTS TO AHF ARE DIRECTED TO AMH AND LHC AND AFFILIATE LOCATIONS THROUGHOUT THE COMMUNITY, JUST AS DONORS WISH. ALL EXISTING DONOR-DESIGNATED FUNDS AND ENDOWMENTS THAT WERE ESTABLISHED TO SUPPORT SPECIFIC PROGRAMS AT AH WILL CONTINUE TO FUND THOSE SPECIFIC PURPOSES INTENDED BY DONORS. ABINGTON JEFFERSON HEALTH ENTITIES INCLUDE THE FOLLOWING: TWO HOSPITALS: TOGETHER, AMH AND LHC HAVE 800 LICENSED BEDS. SEVEN OUTPATIENT CAMPUSES: ABINGTON HEALTH CENTER - BLUE BELL, ABINGTON HEALTH CENTER-ELKINS PARK, ABINGTON HEALTH CENTER-LOWER GWYNEDD, ABINGTON HEALTH CENTER-MONTGOMERYVILLE, ABINGTON HEALTH CENTER-WARMINSTER, ABINGTON HEALTH CENTER-WILLOW GROVE WHICH INCLUDES THE SIDNEY KIMMEL CANCER CENTER ASPLUNDH CANCER PAVILION, AND ABINGTON HEALTH CENTER-HORSHAM. IN ADDITION, TWO URGENT CARE CENTERS IN FLOURTOWN AND WILLOW GROVE, PENNSYLVANIA WERE OPEN AND AVAILABLE FOR THE COMMUNITY UNTIL THE PANDEMIC FORCED THEM TO CLOSE UNTIL DEEMED SAFE ENOUGH TO REOPEN. AS WELL AS, PHYSICIANS-EMPLOYED PRACTICES LOCATED IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES WITH 73 LOCATIONS. IN 2019, THE FORMER PHILADELPHIA UNIVERSITY BECAME THE EAST FALLS CAMPUS OF THOMAS JEFFERSON UNIVERSITY WHICH COMPLETED THE OFFICIAL COMBINATION CREATING A NATIONAL COMPREHENSIVE UNIVERSITY DESIGNED TO DELIVER HIGH-IMPACT EDUCATION AND VALUE FOR STUDENTS IN MEDICINE, SCIENCE, ARCHITECTURE, DESIGN, FASHION, TEXTILES, HEALTH, BUSINESS, ENGINEERING AND MORE. IN ADDITION TO NINE COLLEGES AND THREE SCHOOLS FROM BOTH UNIVERSITIES, THE FORMATION OF THE PHILADELPHIA UNIVERSITY HONORS INSTITUTE AND THE PHILADELPHIA UNIVERSITY DESIGN INSTITUTE WILL BE KEY COMPONENTS OF THE COMBINED UNIVERSITY'S EDUCATIONAL ECOSYSTEM. JEFFERSON INCLUDES CAMPUSES IN CENTER CITY, EAST FALLS, MONTGOMERY COUNTY, BUCKS COUNTY AND ATLANTIC COUNTY. THE UNIVERSITY CONTINUES TO INNOVATE WITH A GROWING ONLINE PRESENCE; NUMEROUS CLINICAL SITES; AND AN EXTENSIVE GLOBAL FOOTPRINT WITH STUDY ABROAD SITES AND CURRICULAR AND CO-CURRICULAR PARTNERSHIPS AND NETWORKS. JEFFERSON IS PHILADELPHIA'S SECOND LARGEST EMPLOYER AND HOME TO OVER 8,100 + STUDENTS AND 65,000 ALUMNI. JEFFERSON HAS OVER 160 UNDERGRADUATE AND GRADUATE PROGRAMS ACROSS 10 COLLEGES AND FOUR SCHOOLS; THE SCHOOL IS RANKED AMONG THE TOP NATIONAL DOCTORAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, AND IN A VARIETY OF SPECIALTY AREAS INCLUDING BEST VALUE, SOCIAL MOBILITY, ETHNIC DIVERSITY, ENGINEERING, AND COLLEGES FOR VETERANS THE UNIVERSITY CONTINUES WITH A 95% SUCCESS RATE AMONG UNDERGRADUATES IN SECURING JOBS OR GOING ON TO GRADUATE SCHOOL. JEFFERSON HEALTH, HOME OF SIDNEY KIMMEL MEDICAL COLLEGE, IS REIMAGINING HEALTH CARE IN THE GREATER PHILADELPHIA REGION AND SOUTHERN NEW JERSEY. JEFFERSON'S DEDICATED TEAM OF DOCTORS, NURSES, HEALTH PROFESSIONALS AND STAFF PROVIDES A RANGE OF PRIMARY TO HIGHLY-SPECIALIZED CARE THROUGH JEFFERSON HEALTH'S SIX COLLEGES, 14 HOSPITALS [7 MAGNET-DESIGNATED FOR NURSING EXCELLENCE], MORE THAN 40 OUTPATIENT AND URGENT CARE LOCATIONS, THE NCI-DESIGNATED SIDNEY KIMMEL CANCER CENTER, MAGEE REHABILITATION, AND THE JEFFCONNECT TELEMEDICINE PROGRAM. IN ADDITION, A MULTITUDE OF PHYSICIAN PRACTICES THROUGHOUT THE REGION, SERVING MORE THAN 126,000 INPATIENTS, 499,000 EMERGENCY PATIENTS AND 4.0 MILLION OUTPATIENT VISITS, 47,000 OUTPATIENT SURGERIES, 2,885 LICENSED BEDS ANNUALLY ARE GEOGRAPHICALLY PLACED TO BETTER SERVE OUR COMMUNITIES. AHF IS A NON-PROFIT FOUNDATION THAT FINANCIALLY SUPPORTS THE EFFORTS OF AMH, LHC AND ITS AFFILIATES TO BENEFIT THE HEALTH AND WELL-BEING OF OUR COMMUNITY. "BETTER TOGETHER" IS THE JEFFERSON ORIGINAL ENTERPRISE GOALS AND NOW LABELLED "ONE JEFFERSON" INCLUDES: LEADING THE CHARGE ON TRANSFORMING THE WAY WE CARE FOR PATIENTS AND EDUCATE OUR FUTURE HEALTHCARE PROVIDERS; STRENGTHENING OUR COMMITMENT TO THE COMMUNITY, WITH ALMOST $83.2 MILLION FOR AH'S COMMUNITY BENEFIT IN FY19; DELIVERING HEALTHCARE FOR THE FUTURE BY KEEPING PEOPLE HEALTHY; PROVIDING GREATER ACCESS, WITH THE RIGHT CARE, AT THE RIGHT TIME, IN THE RIGHT LOCATION AND AT THE MOST EFFICIENT COST, IN THE CITY, THE SUBURBS, AND EVEN ON A MOBILE DEVICE; INNOVATING AND SHARING NATIONAL BEST PRACTICES TO FIND THE ANSWERS THAT BEST MEET THE NEEDS OF PATIENTS AND THE COMMUNITY; LEADING THE CHARGE ON TRANSFORMING THE WAY WE EDUCATE FUTURE HEALTHCARE PROVIDERS; AND APPLYING INTERNATIONAL RESEARCH KNOW-HOW TO DELIVER BREAKTHROUGH DIAGNOSIS AND TREATMENT OPTIONS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THROUGH FUNDRAISING ACTIVITIES, THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF AMH AND LHC; RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. CONTRIBUTIONS FROM GRATEFUL PATIENTS, GENEROUS PHILANTHROPISTS, EMPLOYEES, PRIVATE FOUNDATIONS AND CORPORATIONS ENHANCE AND EXPAND VITAL PROJECTS, PROGRAMS AND SERVICES. EACH GIFT IS DEEPLY APPRECIATED AND SUPPORTS OUR PHYSICIANS, NURSES AND STAFF TO PROVIDE EXCELLENT HEALTHCARE USING ADVANCED TECHNOLOGY AND TREATMENT METHODS. IN FY20, ABINGTON CELEBRATED ITS FIFTH ANNIVERSARY OF ITS COMBINATION WITH JEFFERSON HEALTH. EVERY DAY THIS COLLABORATION CONTINUES TO ENHANCE OUR ABILITY TO IMPROVE LIVES BY PROVIDING HIGH-QUALITY CARE AT LOWER COSTS, WHICH ALLOWS US TO SERVE MORE PEOPLE WHEN AND WHERE THEY NEED US. A DIFFERENT YEAR ---------------- COMING TOGETHER: OUR COVID RESPONSE INCLUDED PLANNING AND PREPARATION - EVEN BEFORE THE FIRST POSITIVE CASES OF COVID-19 SURFACED IN MONTGOMERY COUNTY, ABINGTON HOSPITAL WAS ALREADY EXECUTING A DETAILED PLAN FOR COVID TESTING, PATIENT SERVICES, AND EQUIPMENT MANAGEMENT. THE PLAN WAS DEVELOPED BY JEFFERSON, WITH RECOMMENDATIONS FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND THE DEPARTMENT OF HEALTH. AS OUR NUMBER OF CASES GREW, A STRATEGIC ADVISORY TEAM OF TOP LEADERS AT THE HOSPITAL LAUNCHED NUMEROUS STRATEGIES TO ADDRESS THE NEEDS OF OUR COMMUNITY, INCLUDING: ESTABLISHING THE FIRST COVID TESTING SITE IN THE DELAWARE VALLEY; POSTPONING ALL ELECTIVE PROCEDURES, REPURPOSING BEDS FOR ADDITIONAL ICU CAPACITY, SETTING PROTOCOLS FOR ISOLATING DIFFERENT PATIENT POPULATIONS, CREATING TRANSITION PLANS FOR NON-COVID PATIENTS AND SHIFTING NON-COVID APPOINTMENTS TO TELEHEALTH TECHNOLOGY WHEN POSSIBLE; SETTING UP A TRIAGE PHONE LINE FOR PATIENTS AND STAFF, AND CREATING STANDARD GUIDELINES FOR STAFF WHO ARE TRIAGING PATIENTS; SOURCING PERSONAL PROTECTIVE EQUIPMENT (PPE) DONATIONS, SUPPLIES AND OTHER EQUIPMENT, INCLUDING VENTILATORS AND ALTERNATIVES; PROVIDING REAL-TIME EDUCATION ABOUT CHANGING CDC GUIDELINES; REDEPLOYING STAFF TO THE MOST CRITICAL UNITS; PROVIDING TRAINING TO UPSKILL REGISTERED NURSES (RNS) TO WORK IN THE ICU; ORGANIZING CHILDCARE FOR STAFF AND DEVELOPING PLANS TO FEED AND HOUSE STAFF AS NEEDED. IT WAS ANNOUNCED IN FY20 THAT JEFFERSON HEALTH HAD CARED FOR MORE COVID-19 PATIENTS THAN ANY OTHER SYSTEM IN THE PHILADELPHIA AREA. DURING THESE UNPRESCEDENTED TIMES, OUR COMMUNITY DONATED GENEROUS FUNDS AND MATERIALS: OUR COMMUNITY STEPPED UP WITH CHARITABLE SUPPORT, AND SHOWED GREAT GENEROSITY IN DONATING MEDICAL EQUIPMENT AND PPE. THESE INCLUDED MASKS, GOGGLES, HAND SANITIZER, AND OTHER MEDICAL SUPPLIES. TO ENSURE THE SAFETY AND EFFICACY OF THESE MATERIALS, OUR SUPPLY-CHAIN MANAGEMENT TEAM SET UP A DONATION DROP-OFF SITE TO COORDINATE THE RECEIPT AND EVALUATION OF THESE GENEROUS DONATIONS. COMMUNITY MEMBERS HAVE SOWN AND DONATED HUNDREDS OF CLOTH MASKS AND WASHABLE SURGICAL CAPS FOR HEALTHCARE PERSONNEL, AND HAVE ALSO ASSEMBLED "HERO HEALING KITS" FILLED WITH SUPPLIES AND SNACKS FOR FRONTLINE WORKERS. WOMEN'S BOARD & AUXILIARIES --------------------------- THROUGH THE WOMEN'S BOARD AND OUR MANY AUXILIARIES, WE HAVE A SIGNIFICANT IMPACT IN SUPPORTING ABINGTON'S MISSION TO IMPROVE LIVES. AS A TOTAL BODY, THE WOMEN'S BOARD HAS PLEDGED $2 MILLION OVER THREE YEARS IN SUPPORT OF THE ASPLUNDH CANCER PAVILION'S IMAGE RECOVERY CENTER. THIS WONDERFUL RESOURCE OFFERS PATIENTS EDUCATION, CHOICES, AND CARING SUPPORT DURING A MOST DIFFICULT TIME IN THEIR LIVES. JUNE FETE FAIR LOOKS TO 2021 ---------------------------- FOR JUST THE THIRD TIME IN ITS 107-YEAR HISTORY, THE JUNE FETE FAIR AND HORSE & PONY SHOW WAS CANCELLED IN FY20, JUNE 2020. OUR ONLY PREVIOUS CANCELLATIONS CAME IN 1943 AND 1944 DURING WORLD WAR II. THE ABINGTON HEALTH FOUNDATION WOMEN'S BOARD AND AUXILIARIES MADE THE DIFFICULT BUT APPROPRIATE, DECISION TO CANCEL THIS YEAR'S EVENT DUE TO CONCERNS FOR THE SAFETY OF ITS FAIRGOERS. IN ADDITION, THE WOMEN'S BOARD AND AUXILIARIES SUPPORT THE HOSPITAL AND COMMUNITY THROUGH THEIR TARGETED-GIVING PROGRAM. BELOW ARE JUST A FEW OF THE COMMUNITY-FOCUSED PROGRAMS AT ABINGTON THAT HAVE RECEIVED FUNDING: THE DENTAL CLINIC, PROVIDING DENTAL SERVICES FOR UNINSURED AND UNDERINSURED PATIENTS; HARTNETT HEALTH SERVICES, PROVIDING HEALTHCARE FOR UNINSURED AND UNDERINSURED PATIENTS; CLEARY CENTER FOR NEWBORN WELLNESS, PROVIDING FOLLOW-UP CARE FOR GRADUATES OF THE NICU; THE CORINNE SANTERIAN NEWBORN CENTER, PROVIDING FOLLOW-UP CARE FOR BABIES FROM BIRTH TO THREE MONTHS BORN TO MOTHERS WITH NO HEALTH INSURANCE OR ABILITY TO PAY; SAFE HARBOR, A PROGRAM FOR GRIEVING CHILDREN, TEENS AND THEIR FAMILIES; AND METASTIC BREAST CANCER RETREAT, A WEEKEND DESIGNED FOR WOMEN LIVING WITH BREAST CANCER METASTASES AND THEIR SPOUSE/PARTNER. DONOR SUPPORT ------------- MORE THAN 2,988 CARING AND LOYAL DONORS LAST YEAR SUPPORTED ABINGTON'S SERVICES TO ITS COMMUNITY [3,775 GIFTS]. DONOR SUPPORT FOR AH CONTINUES WITH THE COMMUNITY LEADERSHIP OF THE AHF BOARD OF TRUSTEES, ITS OFFICERS AND MEMBERS. IN ADDITION, THE HOSPITALS' TRUSTEES AND TRUSTEE EMERITI VOLUNTARILY CONTRIBUTE TIME, EXPERTISE AND RESOURCES TO THE HEALTH SYSTEM. THEIR DEDICATED LOYALTY AND CONTRIBUTIONS HAVE ENABLED AMH AND LHC TO THRIVE WITH A REINVIGORATED COMMITMENT AS THE HEALTHCARE DELIVERY SYSTEM TRANSFORMS ITSELF TO CARE FOR OUR COMMUNITY. THE REVEREND DR. MARTIN LUTHER KING, JR. COMMUNITY BENEFIT AND DIVERSITY COMMITTEE PROVIDES OVERSIGHT OF THE PLANS AND IMPLEMENTS NEW AND DEVELOPING STRATEGIES FOR THE IMPROVEMENT OF THE HEALTH STATUS OF THE COMMUNITY WE SERVE. MEDICAL STAFF OFFICERS FROM BOTH HOSPITALS AND AN OFFICE OF PHILANTHROPY, INTEGRATED WITH JEFFERSON'S OFFICE OF INSTITUTIONAL ADVANCEMENT OF EXPERIENCED PROFESSIONALS, ROUND OUT THE COMPLEMENT OF THE AHF LEADERSHIP. IN FY20, BEHAVIORAL HEALTH SERVICES, CARDIAC CATHETERIZATION LAB, NEWBORN SERVICES, AND NURSE DEVELOPMENT WERE MAJOR INITIATIVES SUPPORTED BY PHILANTHROPY. OUR DONOR COMMUNITY ALSO SUPPORTED COVID-19 RELIEF EFFORTS BY GENEROUSLY DONATING TO A SPECIAL STAFF ASSISTANCE FUND AND BY PROVIDING GIFTS-IN-KIND OF PERSONAL PROTECTIVE EQUIPMENT AND FOOD FOR FRONTLINE HEALTHCARE WORKERS. THE FOOD PANTRY AT THE OUTPATIENT CANCER CENTER RECEIVED AN ENDOWED FUND TO ENSURE CONTINUITY OF RESOURCES FOR PATIENTS AND THEIR FAMILIES IN NEED.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CHARITABLE GIFTS AND DONOR SUPPORT ARE ESSENTIAL TO THE CONTINUING GROWTH OF MANY CENTERS OF EXCELLENCE, AND NEW PROGRAM AND SITE DEVELOPMENT FOR AH. THESE INCLUDE ABINGTON'S VICKIE AND JACK FARBER INSTITUTE FOR NEUROSCIENCE AT ABINGTON HEART AND VASCULAR CENTER INCLUDING THE LOEB COMPREHENSIVE HEART FAILURE ("CHF") PROGRAM, THE ORTHOPAEDIC AND SPINE INSTITUTE, FAULKNER INPATIENT CANCER UNIT WITH THE ASPLUNDH CANCER PAVILION, WOMEN AND CHILDREN'S SERVICES, MEDICAL, DENTAL AND DENTAL ACCESS AND SURGICAL PROGRAMS, JEFFERSON HOME CARE/HOSPICE, SAFE HARBOR AND COMMUNITY OUTREACH PROGRAMS. HISTORY ------- BACK IN THE EARLY 1900'S THE RURAL TOWN OF ABINGTON FACED A PRESSING NEED FOR AN EXCELLENT HOSPITAL LOCATED IN THE COMMUNITY. PHILANTHROPIC VISIONARY GEORGE W. ELKINS, SR. STEPPED FORWARD WITH AN EXTRAORDINARY GIFT OF LAND AND FUNDS FOR A NEW HOSPITAL. MR. ELKINS WAS JOINED BY LEADERS FROM THROUGHOUT THE COMMUNITY, INCLUDING MEMBERS OF THE NEWLY FORMED WOMEN'S ASSOCIATION OF NOBLE, PRECURSOR TO TODAY'S AHF WOMEN'S BOARD. THEIR AMBITIOUS VISION WAS REALIZED ON MAY 15, 1914, WHEN THE NEW 48-BED AMH OPENED ITS DOORS. THROUGHOUT A REMARKABLE CENTURY OF GROWTH AND CHANGE, ABINGTON HAS REMAINED STEADFAST IN FULFILLING ITS MISSION AS THE REGION'S MOST TRUSTED PROVIDER OF ADVANCED AND COMPASSIONATE CARE. IN 2014 AMH'S CENTENNIAL WAS CELEBRATED AND RECOGNIZED A PAST CENTURY OF GROWTH INTO A REGIONAL REFERRAL CENTER AT THE HEART OF AH. THROUGHOUT EVERY STAGE OF ABINGTON'S GROWTH, THE INSTITUTION HAS BEEN GUIDED BY AN UNWAVERING COMMITMENT TO QUALITY IN ALL THAT WE DO. THROUGHOUT 105 YEARS OF SERVICE, AHF AND ALL MEDICAL STAFF, LEADERS, EMPLOYEES, DONORS AND VOLUNTEERS DEDICATED THEMSELVES TO THE PROVISION OF ADVANCING CARE, PROMOTING PATIENT SAFETY AND PIONEERING NEW TREATMENTS. AT THE CORE OF OUR CARE IS THE QUALITY OF OUR PEOPLE. OUR PHYSICIANS, NURSES, TECHNICIANS, MANAGERS, FLOOR STAFF, VOLUNTEERS AND SO MANY OTHERS ALL WORK TOGETHER AS AN EXTRAORDINARY TEAM TO REACH OUR SHARED GOAL: TO BE THE COMMUNITY'S MOST TRUSTED HEALTHCARE PROVIDER. THE COMMUNITY HAS BEEN A PART OF THE AHF, AH, AMH AND LHC TEAM AS WELL, AND THE CHARITABLE SUPPORT RECEIVED IS AN ESSENTIAL FACTOR IN OUR SUCCESS. PHILANTHROPIC LEADERSHIP ESTABLISHED AMH OVER 100 YEARS AGO, AND IT WILL CONTINUE TO STRENGTHEN AH FOR THE CENTURY AHEAD. AMH IS NOW THE FLAGSHIP HOSPITAL OF AH, WHICH ALSO ENCOMPASSES LHC, PART OF THE NEWLY FORMED ENTERPRISE OF JEFFERSON HEALTH. INCLUDED IN AH ARE SATELLITE CAMPUSES BRANDED AS ABINGTON JEFFERSON HEALTH, FOR PURPOSES OF THIS RECORD, LEGAL NAMES ARE USED: ABINGTON HEALTH - WILLOW GROVE, ABINGTON HEALTH - WARMINSTER, ABINGTON HEALTH - BLUE BELL, ABINGTON HEALTH - GWYNEDD, ABINGTON HEALTH - MONTGOMERYVILLE AND ABINGTON HEALTH - ELKINS PARK AND ABINGTON HEALTH - HORSHAM. IN ADDITION, THE ABINGTON HEALTH PHYSICIANS NETWORK OF PRIMARY CARE PHYSICIANS AND SPECIALISTS, LABELED JEFFERSON MEDICAL GROUP HAS BEEN INTEGRATED INTO JEFFERSON HEALTH. AH'S ACCOMPLISHMENTS IN FY20 ---------------------------- AH MARKED ITS FIFTH FULL YEAR AS BEING PART OF JEFFERSON. THE "BETTER TOGETHER" SLOGAN CONTINUES TO REINFORCE ITSELF AS OTHER ORGANIZATIONS JOIN OUR ENTERPRISE TO ACHIEVE "ONE JEFFERSON". THE GOALS FOR INTEGRATION ARE TO ADOPT BEST PRACTICES, REALIZE CONTRACT SAVINGS, ENHANCE PATIENT SATISFACTION AND IMPROVE EMPLOYEE ENGAGEMENT ACROSS THE ORGANIZATION. ABINGTON'S PATIENT SAFETY AND QUALITY EXCELLENCE CORE VALUE AND ACCOMPLISHMENTS IN F20 JOURNEY TO HIGH RELIABILITY: (J2HRO) CLASS MEETINGS RESUMED IN MAY, PROVIDING A RECAP OF PRINCIPLES ESTABLISHED DURING THE SURGE OF THE COVID-19 PANDEMIC. IN FY 21, THE PLANS INCLUDE THE CENTER FOR PATIENT SAFETY AND HEALTHCARE QUALITY TO REBOOT AND REFOCUS ON CREATE A RELIABLE DAY, GREAT CATCH, WELLNESS AND INTER-PROFESSIONAL COUNCILS. AH LOOKS FORWARD TO ALIGNING WITH JEFFERSON HEALTH'S NEW SAFETY MANAGEMENT SYSTEM. A PROCESS WAS IMPLEMENTED TO IMPROVE PATIENT DISCHARGE PLANNING EFFICIENCIES AND DECREASE LENGTH OF STAY IN PARTNERSHIP WITH CARE LOGISTICS. EMERGENCY DEPARTMENT ELOPEMENTS IMPROVED: THE RATE AT WHICH PATIENTS ELOPE FROM THE EMERGENCY TRAUMA CENTER AT AH DECREASED 30 PERCENT IN FY20 DUE TO IMPROVED PATIENT THROUGHPUT. FALLS WITH INJURY: WHILE OUR BEST SCENARIO WOULD BE NO PATIENT FALLS AT ALL, THERE HAS BEEN A RIGOROUS FALLS RISK AND IDENTIFICATION PROGRAM WHICH HAS RESULTED IN TREMENDOUS IMPROVEMENT OVER THE PAST TWO YEARS. FALLS WITH INJURY ARE TRACKING AT THE 25TH PERCENTILE IN THE NDNQI DATABASE FOR THE PAST FOUR QUARTERS. PEDIATRIC SURGERY PREPAREDNESS PROJECT: AH'S PARTNERSHIP WITH NEMOURS DUPONT PEDIATRICS PROMPTED WORK ON A PEDIATRIC SURGERY PREPAREDNESS PROJECT, AS WE PREPARED FOR THE EXPANSION OF PEDIATRIC SURGERY SERVICES. THE TEAM THAT WORKED ON THE PROJECT WAS MULTIDISCIPLINARY IN NATURE, CONSISTING OF LEADERSHIP FROM THE PERIOPERATIVE DIVISION, SPECIAL CARE NURSERY, NEMOURS DUPONT PEDIATRICS AND THE CENTER FOR PATIENT SAFETY AND HEALTHCARE QUALITY. THE FIRST SURGERY, WHICH OCCURRED IN AUGUST OF THIS YEAR, WAS A WONDERFUL SUCCESS FOR THE INFANT AND HER FAMILY. CLINICAL OPERATIONAL SAFETY CHECK IN: FORMERLY THE DAILY CHECK IN, THE CLINICAL OPERATIONAL SAFETY CHECK IN HAS HAD MULTIPLE ENHANCEMENTS TO ALLOW DEPARTMENT LEADERS TO SUBMIT COLOR-CODED REPORTS REPRESENTING SAFETY AND OPERATIONAL RISK ISSUES FOR SITUATIONAL AWARENESS AND MITIGATION. MOST IMPORTANTLY, LANSDALE HOSPITAL WAS INTEGRATED INTO THE MEETING. ANOTHER ENHANCEMENT WAS INCORPORATING A PROCESS FOR DEPARTMENTS TO IDENTIFY STAFF WHO MADE A GREAT CATCH. THIS MEETING PREPARES US TO PARTICIPATE IN A JEFFERSON ENTERPRISE-WIDE SAFETY HUDDLE. REDUCING FATIGUE DURING CPR: THREE LUCAS DEVICES WERE PURCHASED FOR ABINGTON AND LANSDALE HOSPITALS. WITH THE LUCAS DEVICE, FATIGUE, INDIVIDUAL VARIATIONS OR PSYCHOLOGICAL FACTORS ARE REMOVED FROM CPR, AND THERE IS NO NEED TO SWITCH CPR PROVIDERS EVERY TWO MINUTES. LUCAS HELPS PROVIDE HIGH-QUALITY AND SAFER CHEST COMPRESSIONS IN SITUATIONS SUCH AS PATIENT MOVEMENT AND TRANSPORTATION, DURING PROLONGED CPR OR IN THE CATH LAB. TWO WERE PURCHASED FOR ABINGTON AND ONE FOR LANSDALE. REDUCING OPIOID USE IN WOMEN UNDERGOING C-SECTIONS: WITH AN EYE TOWARD REDUCING POST-OPERATIVE OPIOID CONSUMPTION DURING INPATIENT STAYS BY 30 PERCENT, THE ENHANCED RECOVERY AFTER CESAREAN DELIVERY (ERAC) PROGRAM WAS IMPLEMENTED TWO YEARS AGO BY AH. SINCE THE IMPLEMENTATION OF ERAC, PHYSICIANS HAVE CARED FOR MORE THAN 2,300 MOTHERS DELIVERING BY C-SECTION. THOSE MOTHERS MAINTAINED A 63 PERCENT DECREASE IN OPIOID CONSUMPTION THORUGHOUT THEIR INPATIENT CARE, WHICH IS WAY ABOVE THE INTENDED GOAL. ALONG WITH THE DECREASE IN OPIOID USE, REVIEWS OF PATIENT-REPORTED PAIN SCORES NOTED IMPROVEMENTS IN PAIN MANAGEMENT. THE SCORES SHOW AN AVERAGE DECREASE IN PATIENT-REPORTED PAIN FOR EACH POSTOPERATIVE DAY. IMPLEMENTATION OF RAPID CARDIAC ENZYME TEST: TO HELP WITH THE EVALUATION OF PATIENTS IN THE EMERGENCY DEPARTMENT WITH LOW RISK OF CHEST PAIN, IN JUNE 2020, AJH IMPLEMENTED THE USE OF HIGH-SENSITIVITY CARDIAC TROPONIN TESTS, THE LATEST GENERATION OF CARDIAC ENZYME TESTING. THIS TESTING HELPS PHYSICIANS EVALUATE AND MANAGE PATIENTS WITH LOW RISK CHEST PAIN, PROVIDING IMPORTANT INFORMATION TO RULE OUT HEART INJURY. RAPID TESTING CAN PROVIDE GUIDANCE TO ASSIST IN THE IDENTIFICATION OF A SUBSET OF PATIENTS WHO CAN AVOID ADMISSION OR OBSERVATION AND BE SAFETY DISCHARGED FOR OUTPATIENT FOLLOW UP. PATIENT EXPERIENCE IN FY20: WHILE MANY OF OUR PATIENT EXPERIENCE INITIATIVES WERE MODIFIED TO RECOGNIZE THE DEMANDS ON THE ENTIRE ORGANIZATION, WHILE BEING IMPACTED BY THE CLOSING OF HAHNEMANN UNIVERSITY HOSPITAL AND THE COVID-19 PADEMIC, THERE WAS EXCELLENT EMPLOYEE ENGAGEMENT AND SUPPORT OF OUR SIX RELATIONSHIP BEHAVIOR VIDEOS THAT WERE SHOWCASED AS BEHAVIORS OF THE MONTH SEPTEMBER THROUGH FEBRUARY FY20. THE FOLLOWING STATEMENTS ARE BASED ON PRESS GANEY SURVEYS FROM FY20 TO DATE, AS OF EARLY AUGUST: ABINGTON HOSPITAL ACHIEVED ITS ACUTE INPATIENT GOAL; EMERGENCY ROOM GOALS WERE ACHIEVED FOR ABINGTON, LANSDALE AND THE DIVISION AS A WHOLE. OUTPATIENT SERVICE GOALS WERE ACHIEVED FOR THE DIVISION AND LANSDALE HOSPITAL. CONVERSATIONS ABOUT RACE: IN RESPONSE TO THE MURDER OF GEORGE FLOYD AND OTHER RACIAL INJUSTICES HAPPENING IN OUR SOCIETY, AJH BEGAN A SERIES OF CONVERSATIONS DESIGNED TO EXPLORE THE SUBJECT OF RACE AND INEQUALITY, AND TO UNCOVER ANY PROBLEMS THAT EXIST FOR OUR EMPLOYEES AND THEIR FAMILIES. ISSUES THAT HAVE BEEN IDENTIFIED DURING THESE CONVERSATIONS ABOUT RACE ARE BEING REPORTED TO THE DIVERSITY AND INCLUSION SUBCOMMITTEE AND THE DIVERSITY AND INCLUSION ACTION TEAM FOR FURTHER ACTION. THE JEFFERSON ENTERPRISE IS ALSO HOSTING B.R.A.V.E. CONVERSATIONS [B.R.A.V.E. STANDS FOR BOLD, RELEVANT, AUTHENTIC, VALUABLE AND EDUCATIONAL] FOR ALL JEFFERSON STAFF MEMBERS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS WALL OF HEROES UNVEILED: ON VETERAN'S DAY 2019, AH UNVEILED ITS NEW WALL OF HEROES, A MOVING TRIBUTE TO AJH EMPLOYEES AND VOLUNTEERS WHO HAVE SERVED IN THE UNITED STATES ARMED FORCES. THIS DISPLAY IS CENTRALLY LOCATED IN THE LENFEST PAVILION CAFETERIA AND OPEN TO THE COMMUNITY. IN FY20, FOR OUR PATIENTS, EMPLOYEES AND COMMUNITY, AJH INVESTED IN THE FOLLOWING CONSTRUCTION AND RENOVATION PROJECTS: AH BUERGER BUILDING NEW ROOF, REPLACEMENT AND UPGRADE OF THE PATIENT ELEVATORS, INPATIENT PEDIATRIC ROOMS REFRESHED, REPLACEMENT AND UPGRADE OF THE NURSE CALL SYSTEM. WIDENER BUILDING: OFFICE EXPANSION OF NEUROSCIENCES, FIRST FLOOR; BEGAN EXPANSION OF HARTNETT HEALTH SERVICES, COMPLETED NEW DEPARTMENT SPACE FOR ENVIRONMENTAL SERVICES, INSTALLED NEW GROSSING LAB STATION IN PATHOLOGY DEPARTMENT. TOLL BUILDING: C-SECTION ROOM #3; CATH LAB 2 RENOVATIONS BEGAN AND NEW AIR HANDLING UNIT WAS INSTALLED, 5TH FLOOR ECHOCARDIOGRAM AND EXAM ROOMS REFRESHED, CARDIOTHORACIC SURGERY SUITE - NEW PATIENT ENTRY DOORS; OB/GYN CLINIC PROCEDURE ROOM, ON CALL ROOM REFRESH, 3 TOLL; WORK BEGAN ON ROOMS FOR ADULT AND PEDIATRIC PATIENTS PRESENTING IN THE EMERGENCY TRAUMA CENTER WITH SYMPTOMS OF BEHAVIORAL HEALTH DISORDERS. ABINGTON HOSPITAL WOODLAND GARAGE - DEMOLITION COMPLETED; FOUNDATIONS "POURED", PRICE MEDICAL OFFICE BUILDING ENTRANCE RENOVATIONS UNDERWAY. LANSDALE HOSPITAL NORTH PENN LANSDALE MEDICAL ARTS BUILDING; MAMMOGRAPHY RENOVATIONS, ELECTRICAL UPGRADES. AH MARKED THE OPENING OF ITS NEWEST HEALTH CENTER IN HORSHAM DURING EARLY FY20, THE SEVENTH OUTPATIENT FACILITY OF ITS KIND THAT THE ORGANIZATION OPERATES IN MONTGOMERY AND BUCKS COUNTIES. IT IS CONVENIENTLY LOCATED AT 118 WELSH ROAD. THE 20,000 SQUARE- FOOT, STATE-OF-THE-ART FACILITY INCLUDES THREE MEDICAL PRACTICES. THE LOCATION ALSO HAS A FULL-SERVICE LABORATORY ON-SITE FOR THE CONVENIENCE OF PATIENTS NEEDING BLOOD WORK AND OTHER LAB TESTS. NEW OPERATING ROOM TECHNOLOGY FOR COLORECTAL SURGERY: A SECOND ELECTROSURGICAL DEVICE WAS PURCHASED FOR THE AH OPERATING SUITES TO HELP SURGEONS PERFORM ENDOSCOPY SUBMUCOSAL DISSECTION, AN ADVANCED SURGICAL PROCEDURE THAT USES ENDOSCOPY TO REMOVE TUMORS IN THE ESOPHAGUS, STOMACH AND COLON. CANCER SCREENING AND EDUCATION DAY: HOSTED ON A SATURDAY IN JANUARY, THE ASPLUNDH CANCER PAVILION OFFERED SCREENINGS FOR THE FOLLOWING CANCERS: HEAD AND NECK, BREAST AND PROSTATE. INDIVIDUALS WERE SCREENED TO SEE IF THEY QUALIFIED FOR LUNG CTS AND SCHEDULED FOR A LATER DATE. INFORMATION WAS PROVIDED ABOUT GENETICS, NUTRITION AND EXERCISE, CANCER SUPPORT SERVICE, SKIN CANCER AWARENSS AND MORE. IN FEBRUARY 2020, THE IMAGE RECOVERY CENTER OPENED AT THE ASPLUNDH CANCER PAVILION. THE CENTER IS THE FIRST OF ITS KIND IN MONTOGMERY COUNTY AND ONE OF FEWER THAN 20 IMAGE RECOVERY CENTERS NATIONWIDE. BRINGING THE AMENITIES OF A LUXURY SPA TO PATIENTS INTERESTED IN RESTORING THEIR APPEARANCE BEFORE, DURING AND AFTER CANCER TREATMENT, THE IMAGE RECOVERY CENTER OFFERS HIGH QUALITY SERVICES, WITH CAREFUL CONSIDERATION FOR PATIENTS WHO MAY HAVE A COMPROMISED IMMUNE SYSTEM OR LOW BLOOD COUNT STEMMING FROM CANCER TREATMENT. SERVICES INCLUDE EVERYTHING FROM ONCOLOGY MASSAGE TO LYMPHEDEMA TREATMENT, SKIN CONSULTATIONS TO MANICURES AND PEDICURES. WARM HAND-OFF PROGRAM CONTINUED IN FY20: ALL PATIENTS PRESENTING WITH OPIOID USE DISORDER OR ANY SUBSTANCE USE DISORDER CAN ACCESS THE WARM HAND-OFF PROGRAM AT ANY AJH LOCATION. THROUGH THIS PROGRAM, PATIENTS ARE CONNECTED TO A CERTIFIED RECOVERY SPECIALIST AND REFERRED TO A CARE PROVIDER AT PENN FOUNDATION, A NON-PROFIT ORGANIZATION THAT ADDRESSES SUBSTANCE USE AND MENTAL HEALTH NEEDS. THE HOSPITAL CONTINUES TO PROVIDE COMMUNICATION EACH FALL AND SPRING FOR THE NATIONAL DRUG TAKE BACK DAY TO EDUCATE CONSUMERS TO CLEAN OUT THEIR BATHROOM OR KITCHEN CABINETS FROM OLD PRESCRIPTIONS MEDICATIONS AND TO DISPOSE OF THEM AT A SAFE DROP OFF BOX LOCATION NEAREST THEIR HOME. MANY SITES ARE LOCATED AT PHARMACIES, TOWNSHIP OR POLICE STATIONS. PARTICIPATION IN THE STATE'S PRESCRIPTION DRUG MONITORING PROGRAM: PROVIDERS GET A COMPLETE PICTURE OF THEIR PATIENT'S CONTROLLED SUBSTANCE PRESCRIPTION HISTORIES. PATIENT EDUCATION: THE ALLIANCE PHARMACY OF AH PROVIDES CUSTOMERS WITH INFORMATION USING OPIOIDS RESPONSIBLY. IN ADDITION, AH CREATED AND DISTRIBUTED "MANAGING ACUTE PAIN", A PATIENT EDUCATION BROCHURE THAT INCLUDES DRUG TAKE BACK SITES IN THE COMMUNITY AND ALLIANCE PHARMACY. "OPIOID MATTERS" E-NEWSLETTER: THE "OPIOID MATTERS" E-NEWSLETTER LAUNCHED IN DECEMBER 2018 WITH A THIRD EDITION WAS PLANNED IN FY20 BUT DELAYED UNTIL SUMMER. THIS NEWSLETTER STRIVES TO PROVIDE EDUCATION AND RESOURCES TO OUR EMPLOYEES, PHYSICIANS, AND VOLUNTEERS ABOUT SUBSTANCE USE DISORDER. THE LEAPFROG HOSPITAL SAFETY GRADE USES 27 MEASURES OF PUBLICLY AVAILABLE HOSPITAL SAFETY DATA TO ASSIGN A, B, C, D, AND F GRADES TO MORE THAN 2,600 U.S. HOSPITALS TWICE PER YEAR. AMH AND LHC EARNED AN "A" RATING FOR PATIENT SAFETY IN THE FALL 2019. IN SPRING 2020, ABINGTON EARNED AN "A" GRADE AND LANSDALE EARNED A "B" GRADE. AH CONTINUES TO EXPAND AND SEE INCREASED DEMAND IN HOME CARE, HOSPICE, PALLIATIVE CARE, AND OTHER COMMUNITY BASED SERVICES. JEFFERSON HEALTH HOME CARE AND HOSPICE EMPLOYS APPROXIMATELY 247 FTES. HOME HEALTH VISITS DECREASED TO 151,158. HOSPICE VISITS INCREASED TO 49,235. THE TOTAL COMBINED VISITS FOR BOTH HOME CARE AND HOSPICE WAS 200,393. AMH'S WARMINSTER CAMPUS IS THE HOME TO HOSPICE AND THE KIND PEDIATRIC HOSPICE, THE AREA'S FIRST FACILITY TO PROVIDE A HOMELIKE RESIDENTIAL CARE ENVIRONMENT FOR TERMINALLY ILL CHILDREN. THIS IMPORTANT END-OF-LIFE CARE BRINGS TOGETHER THE HOMECARE HOSPICE PROGRAM AND RESIDENTIAL HOSPICE FOR ADULTS. INCLUSIVE OF THEIR SERVICES IS BEREAVEMENT SUPPORT WITH SUPPORT GROUPS, PROGRAMS AND REMEMBRANCES REACHING OVER 4,011 BEREAVED IN FY20, A 33 PERCENT INCREASE. THROUGH CHARITABLE SUPPORT, THE SAFE HARBOR PROGRAM HELPS PROVIDE A SAFE, SUPPORTIVE PLACE FOR CHILDREN, TEENS AND YOUNG ADULTS GRIEVING FROM THE LOSS OF A PARENT OR SIBLING. LOCATED AT AH CENTER WILLOW GROVE, THE PROGRAM PROVIDES A CARING ENVIRONMENT OF GRIEF SUPPORT SERVICES INCLUDING SUPPORT GROUPS FOR CHILDREN, TEENS AND YOUNG ADULTS AND CAREGIVERS TO HELP THEM THROUGH THE NATURAL PROCESS OF GRIEVING, AND CAMP CHARLIE, A DAY CAMP FOR BEREAVED CHILDREN. THE PROGRAM SERVED 93 PARENT/CAREGIVER AND 112 CHILDREN FOR A TOTAL OF 205 PERSONS SERVED IN FY20. SINCE THE INCEPTION OF THE PROGRAM, SAFE HARBOR SERVED 1,830 CHILDREN, TEENS, YOUNG ADULTS AND 1,116 FAMILIES WITH 44 VOLUNTEERS SUPPORTING THIS EFFORT. CAMP CHARLIE, SCHOOL OUTREACH PROGRAMS, AND MOVING ON GROUPS ROUNDED OUT ANOTHER SUCCESSFUL YEAR. ALL OF THESE SERVICES WITH SAFE HARBOR ARE MADE POSSIBLE BY MANY DONORS, EMPLOYEE DONORS, TRUSTEE PHILANTHROPISTS AND DONOR ORGANIZATIONS INCLUDING CHURCH GROUPS, SCHOOLS, BUSINESSES AND AHF WOMEN'S BOARD. AH PROVIDES MISSION AND SERVICE LEAVE AS A BENEFIT FOR EMPLOYEES AND SEVERAL HAVE USED SAFE HARBOR'S CAMP CHARLIE AS THEIR SERVICE SITE. ABINGTON HEALTH --------------- AH IS A NOT FOR PROFIT HOLDING COMPANY BASED IN ABINGTON, PENNSYLVANIA. AH IS THE SOLE CORPORATE MEMBER OF A NUMBER OF NOT FOR-PROFIT ENTITIES AS OUTLINED HEREIN. AS THE PARENT ORGANIZATION OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, AH STRIVES TO CONTINUALLY DEVELOP AND OPERATE AN INTEGRATED HEALTHCARE DELIVERY SYSTEM, WHICH PROVIDES A COMPREHENSIVE SPECTRUM OF MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA COUNTIES INCLUDING EASTERN MONTGOMERY, PORTIONS OF BUCKS AND PHILADELPHIA COUNTIES, PENNSYLVANIA. AH ENSURES THAT ITS SYSTEM PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. AH INCLUDES AMH AND LHC. EACH OF THESE HOSPITALS OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. EACH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF- PAY, MEDICARE AND MEDICAID PATIENTS; 2. EACH EITHER OPERATE AN ACTIVE EMERGENCY TRAUMA CENTER OR EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR; 3. EACH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4. CONTROL OF EACH RESTS WITH JEFFERSON HEALTH'S BOARD OF TRUSTEES. THE BOARD IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY WHO ALL VOLUNTEER THEIR TIME AND TALENTS; AND 5. SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS OVER 6,400 INPATIENTS, OUTPATIENTS AND OUR COMMUNITY BENEFITED FROM THE EXPERTS AT AH'S MUSCULOSKELETAL AND SPINE SERVICES (NOW KNOWN AS ROTHMAN INSTITUTE) WHO SPECIALIZE IN JOINTS, SPINE, SPORTS, TRAUMA AND HAND PROCEDURES. A GERIATRIC FRACTURE PROGRAM ENSURES THAT PATIENTS WITH HIP FRACTURES ARE CARED FOR BY A MULTIDISCIPLINARY TEAM OF PHYSICIANS WHO WILL ENSURE RAPID ASSESSMENT AND SURGICAL INTERVENTION WITHIN 18 TO 24 HOURS. CHARITABLE SUPPORT HAS ENABLED AH TO EXPAND THE OUTSTANDING ORTHOPAEDIC AND SPINE INSTITUTE TO TWO LOCATIONS: AMH AND LHC AND HAS INTEGRATED WITH OTHER JEFFERSON ENTERPRISE HOSPITALS. AH ATTRACTS THE FINEST PHYSICIANS TO SERVE OUR PATIENTS. OVER, 684 PHYSICIANS CARE FOR PATIENTS THROUGHOUT THE HEALTH SYSTEM'S WIDE RANGE OF SERVICES. AH PHYSICIANS IS A NETWORK OF PRIMARY CARE PHYSICIANS AND SPECIALISTS EMPLOYED BY AMH AND LHC AND KNOWN AS ABINGTON HEALTH PHYSICIANS. AS A RESULT OF THE JEFFERSON MERGER, THIS ENTITY IS NOW KNOWN PUBLICLY AS JEFFERSON MEDICAL GROUP [JMG]. JEFFERSON MEDICAL GROUP IS COMMITTED TO THE COMMUNITY AS THEIR HEALTHCARE PARTNER, EXCEEDING EXPECTATIONS FOR CARE, COMFORT AND COMMUNICATIONS. JMG IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL BY FOSTERING HEALING, EASING SUFFERING AND PROMOTING WELLNESS IN A CULTURE OF SAFETY, LEARNING AND RESPECT. AMH IS A MAJOR CLINICAL CAMPUS FOR SEVERAL REGIONAL MEDICAL SCHOOLS. THE COMMITMENT TO OUTSTANDING MEDICAL CARE HAS EARNED AH NUMEROUS AWARDS FOR QUALITY AND SAFETY, AND THE ROBUST CULTURE OF CONTINUING EDUCATION CREATES AN ATMOSPHERE OF INQUIRY AND SCHOLARSHIP. MANY OF OUR PHYSICIANS ARE PRIMARY INVESTIGATORS FOR NATIONAL CLINICAL TRIALS, WHICH GIVES OUR PATIENTS ACCESS TO ADVANCED TREATMENTS NOW COMMONLY AVAILABLE ELSEWHERE. OUR DONOR SUPPORT LENDS ITSELF TO THESE INITIATIVES. MATERNITY AND PEDIATRIC CARE FOR OUR YOUNGEST PATIENTS RECEIVES UNSURPASSED COMPASSIONATE CARE. AMH DELIVERS ALMOST 4,500 BABIES EACH YEAR OFFERING A WIDE RANGE OF MATERNITY EDUCATION PROGRAMS, INCLUDING CHILDBIRTH PREPARATION, PRENATAL PROGRAMS AND BREASTFEEDING CLASSES, AS WELL AS A COMPREHENSIVE OBSTETRICS PROGRAM THAT INCLUDE GENETIC COUNSELING AND PRENATAL TESTING, FETAL DIAGNOSIS AND SURGERY, NEONATAL INTENSIVE CARE AND AN INPATIENT UNIT FOR PREGNANT PATIENTS AT HIGH RISK. ABINGTON'S AFFILIATION WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA INCLUDED AN EXPANDED UNIT OF SPECIALTY SERVICES IN THE PRICE MEDICAL OFFICE BUILDING. DONOR PARTICIPATION HAS BEEN IMPERATIVE TO THIS ONGOING AFFILIATION AND INCLUDES THE HOSPITAL'S WOMEN'S BOARD. AH'S DIABETES/NUTRITION CENTERS SERVED OVER 1,216 NEW CLIENTS WITH OVER 2,857 OUTPATIENT VISITS IN FY20. THE NUTRITION CENTER CONTINUED TO OFFER MEDICAL NUTRITION THERAPY FOR A WIDE RANGE OF CONDITIONS INCLUDING ADULT WEIGHT MANAGEMENT, RENAL DISEASE, AND GASTROINTESTINAL DISORDERS, AS WELL AS DIABETES. THE CENTER STAFF PROVIDED DIABETES EDUCATION AS PART OF ORIENTATION FOR INPATIENT NURSING STAFF. A NUMBER OF MEDICAL RESIDENTS ALSO SHADOWED THE INPATIENT DIABETES EDUCATOR. DIABETES SUPPORT GROUPS AND COMMUNITY EDUCATION ON HOLD IN FY20 DUE TO COVID-19. MULLER INSTITUTE FOR SENIOR HEALTH ESTABLISHED IN 2000 WITH MAJOR DONOR SUPPORT BRINGS TOGETHER THE ENTIRE NETWORK OF INPATIENT AND OUTPATIENT CARE PROVIDERS, SERVICES AND EDUCATIONAL OPPORTUNITIES DEDICATED TO MEETING THE VARIED NEEDS OF OLDER ADULTS. THE PROGRAMS AND SERVICES AVAILABLE ARE AS DIVERSE AS THE SENIORS SERVED. WHETHER A PATIENT OR COMMUNITY MEMBER IS LOOKING FOR EDUCATION ON A HEALTH-RELATED TOPIC, HELP WITH A FAMILY MEMBER OR REQUIRE HOSPITALIZATION, ABINGTON OFFERS COMPREHENSIVE CARE AND SUPPORT FOR SENIORS AND THEIR FAMILIES, IN THE HOSPITAL, IN THE COMMUNITY, AND IN THE HOME. ABINGTON CAN: SUPPORT AND ENHANCE RECOVERY WHILE IN THE HOSPITAL, HELP A SENIOR REMAIN INFORMED, HEALTHY, SUPPORTED, AND INDEPENDENT IN THE COMMUNITY AND PROVIDES COMPASSIONATE AND QUALITY CARE AT HOME. ABINGTON MEMORIAL HOSPITAL -------------------------- AMH IS A 665-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN ABINGTON, MONTGOMERY COUNTY, PENNSYLVANIA. AMH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, AMH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. ABINGTON OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. THE AMH DIAMOND STROKE CENTER HAS BEEN CERTIFIED BY THE JOINT COMMISSION SINCE 2003. THE SLEEP DISORDERS CENTERS ARE LOCATED IN FOUR CONVENIENT FACILITIES THROUGHOUT THE REGION. IN 2011, THE BALANCE CENTER OPENED FOR PATIENTS WITH BALANCE-RELATED ISSUES. THE HEART AND VASCULAR INSTITUTE IN FY12 IMPLANTED ITS FIRST VENTRICULAR ASSIST DEVICE OR ("VAD") FOR HEART FAILURE PATIENTS AND BECAME ONE OF ONLY A FEW HOSPITALS IN THE DELAWARE VALLEY TO OFFER VAD THERAPY. THE HEART AND VASCULAR CENTER IMPLANTED VENTRICULAR ASSIST DEVICES FOR HEART FAILURE PATIENTS. THE HEART AND VASCULAR CENTER IS A FIRST RATE, COMPREHENSIVE FACILITY AT THE FOREFRONT OF CARDIAC CARE AND RESEARCH. CARDIAC SURGEONS ARE UNIQUELY SKILLED IN ADVANCED PROCEDURES AND TECHNOLOGIES. A HEART RHYTHM CENTER OFFERS A TEAM OF SPECIALISTS SKILLED IN ELECTROPHYSIOLOGY, CARDIOLOGY AND CARDIAC SURGERY TO PROVIDE INNOVATIVE TREATMENTS FOR ABNORMAL HEART RHYTHM CONDITIONS. THE LOEB COMPREHENSIVE HEART FAILURE ("CHF") PROGRAM, RECOGNIZED IN 2017 FROM A GENEROUS DONOR GIFT, IMPROVES HEART FUNCTION THROUGH ADVANCED APPROACHES SUCH AS ECHO-OPTIMIZED CARDIAC RESYNCHRONIZATION THERAPY AND, JOINT COMMISSION-ACCREDITED VENTRICULAR ASSIST DEVICE ("VAD") PROGRAM FOR TREATMENT OF END-STAGE CHF. THE BLANK VASCULAR CENTER FEATURES AN ON-SITE VASCULAR LAB AND BOARD-CERTIFIED VASCULAR SURGEONS. DONOR SUPPORT HAS ALSO ENABLED AMH TO CREATE THE ADDONIZIO HYBRID OPERATING ROOM, AN ENDOVASCULAR ANGIOGRAPHY SUITE FOR BOTH CARDIOVASCULAR SURGERY AND VASCULAR IMAGING. AS ONE OF THE REGION'S LEADING ONCOLOGY CENTERS, THE SIDNEY KIMMEL CANCER CENTER AT AH [AJH], WHICH IS LOCATED IN THE ASPLUNDH CANCER PAVILION, PROVIDED CARE FOR OVER 1,400 INPATIENTS AND ALMOST 21,000 OUTPATIENTS IN FY20. ITS CLINICAL EXCELLENCE, TEAM APPROACH TO CARE AND CLOSE ATTENTION TO THE WHOLE PATIENT HAS MADE THIS ONE OF THE BUSIEST CANCER CENTERS IN THE AREA. ACCREDITED AT THE HIGHEST LEVELS OF QUALITY AND PATIENT SAFETY, THE SIDNEY KIMMEL CANCER CENTER AT AH OFFERS COMPREHENSIVE SERVICES, FROM ADVANCED DIAGNOSIS AND TREATMENT TO A FULL RANGE OF SUPPORT SERVICES FOR PATIENTS AND FAMILIES. THE HANJANI INSTITUTE FOR GYNECOLOGICAL ONCOLOGY IS A REGIONAL LEADER IN GYNECOLOGIC CANCER TREATMENT AND RESEARCH. THE MARY T. SACHS BREAST CENTER HAS BEEN DESIGNATED A BREAST IMAGING CENTER OF EXCELLENCE BY THE AMERICAN COLLEGE OF RADIOLOGY. PATIENTS WITH PROSTATE CANCER NOW BENEFIT FROM THE ADVANCED CALYPSO 4D LOCALIZATION SYSTEM, ALSO KNOWN AS "GPS FOR THE BODY", WHICH TARGETS CANCER CELLS WITH MORE PRECISE RADIATION THAN EVER BEFORE. WITH THE OPENING IN 2018 OF THE ASPLUNDH CANCER PAVILION, CANCER SERVICES HAVE BEEN CONSOLIDATED INTO A NEW FACILITY, GEOGRAPHICALLY LOCATED TO BETTER SERVE OUR PATIENTS. LANSDALE HOSPITAL CORPORATION ----------------------------- LHC IS A 140-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN LANSDALE, MONTGOMERY COUNTY, PENNSYLVANIA. LHC IS RECOGNIZED BY THE IRS AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, LHC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. LHC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. AHF PRIDES ITSELF ON ITS INNOVATION AND CREATIVITY AS OUR LEADERS TRANSFORM HEALTHCARE. OUR RICH HISTORY OF PHILANTHROPIC EXCELLENCE IS MARVELED ONLY BY THE TRIBUTE GIFTS, LEGACY SOCIETIES, BUSINESS COUNCILS, ENDOWED FUNDS FOR EXCELLENCE AND INNOVATOR'S CIRCLE GRANTS THAT PROVIDE THE FUNDING AND SEED MONEY TO ATTAIN AH'S GOALS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS INNOVATOR'S CIRCLE, A PROGRAM ENTIRELY FUNDED THROUGH PHILANTHROPIC SUPPORT, HELPS ENSURE THAT THE HEALTHCARE INNOVATIONS OF TOMORROW RECEIVE SUPPORT TODAY. THE PROGRAM INVESTS IN INNOVATIVE SOLUTIONS TO HEALTHCARE CHALLENGES BY FUNDING SEED GRANTS FOR PHYSICIANS, NURSES AND HOSPITAL STAFF. WITH CHARITABLE SUPPORT FROM DONORS, AND EXPERT GUIDANCE FROM OUR MEDICAL STAFF, CLINICAL ADVISORS AND COMMUNITY LEADERS, THE PROGRAM HAS FUNDED NUMEROUS INNOVATIONS AT THEIR EARLIEST STAGES. MANY OF THESE PROGRAMS HAVE GONE ON TO ATTRACT WIDER SUPPORT AND RECOGNITION, SUCH AS ABINGTON'S NURSE-DRIVEN SACRED SPACE MODEL OF CARE FOR SURGICAL PATIENTS, WHICH IN 2011 RECEIVED THE PRESTIGIOUS MAGNET HONOR, A NATIONAL AWARD PRESENTED BY THE AMERICAN NURSES CREDENTIALING CENTER. SINCE 2005, INNOVATOR'S CIRCLE HAS AWARDED $2.3 MILLION IN SEED GRANTS TO 102 HEALTHCARE INNOVATIONS AT AH. THE VISION AND LEADERSHIP OF COMMITTEE MEMBERS, CHARITABLE SUPPORTERS AND HOSPITAL LEADERS AND PHYSICIANS WAS INSTRUMENTAL TO THIS FIFTEENTH-YEAR INNOVATION JOURNEY. AHF CONTINUES TO BRING VALUE TO THE COMMUNITY THROUGH THE ABINGTON HEALTH FOUNDATION BUSINESS COUNCIL AND THE ABINGTON-LANSDALE HOSPITAL ADVISORY COUNCIL. THESE COUNCILS ARE COMPRISED OF LOCAL BUSINESS LEADERS WHO SERVE AS AMBASSADORS AND FINANCIAL SUPPORTERS OF THE MISSION AND GOALS OF AH. THE COUNCIL CHAIRS HOST AT LEAST THREE MEETINGS A YEAR WHERE HEALTH SYSTEM ADMINISTRATION, MEDICAL STAFF, AND CLINICAL LEADERS PROVIDE EDUCATIONAL UPDATES ON KEY PRIORITIES ACROSS THE HOSPITALS. IN FY20, MORE THAN 50 MEMBERS WERE PRESENT AT MEETINGS. ALSO IN FY20, NEARLY EVERY MEMBER OF THE AMH BUSINESS COUNCIL MADE A GIFT OF SUPPORT TO AJH. IN FY20, AH AND LHC [AJH] RECEIVED ACCREDITATIONS, DESIGNATIONS AND AWARDS: AJH WAS PROUD TO BE PRESENTED WITH THE 2019 EXCELLENCE AWARD FROM THE MID-ATLANTIC ALLIANCE FOR PERFORMANCE EXCELLENCE (MAAPE), THE STATE-LEVEL BALDRIGE PROGRAM. THIS IS A GREAT TRIBUTE TO THE HARD WORK AND DEDICATION TO A SYSTEMATIC, INTEGRATED APPROACH TO PERFORMANCE MANAGEMENT. MALCOLM BALDRIGE NATIONAL AWARD SITE VISIT: AJH'S APPLICATION PROUDLY QUALIFIED FOR A NATIONAL BALDRIGE SITE VISIT IN SEPTEMBER 2019. WHILE WE DID NOT EARN THE NATIONAL AWARD, WE ARE FORTUNATE TO HAVE RECEIVED A DETAILED REPORT OF SUGGESTIONS THAT MADE EVERY MINUTE OF SITE VISIT PREPARATIONS WORTH OUR WHILE. U.S. NEWS AND WORLD REPORT: AH WAS RANKED 7TH IN THE PHILADELPHIA METRO AREA AND 12TH IN PENNSYLVANIA. ABINGTON SCORED HIGH PERFORMING IN FIVE PROCEDURES AND CONDITIONS: CONGESTIVE HEART FAILURE, COLON CANCER SURGERY, COPD, HIP REPLACEMENT AND KNEE REPLACEMENT AND HIGH PERFORMING IN TWO SPECIALTIES: NEPHROLOGY AND UROLOGY. IN ADDITION, LH SCORED HIGH PERFORMING IN HIP REPLACEMENT. EFFECTIVE JULY 1, 2019, BEGINNING OF FY20, AH AND NEMOURS DUPONT PEDIATRICS TEAMED UP TO PROVIDE PEDIATRIC SERVICES TO THE INFANTS, CHILDREN AND ADOLESCENTS OF BUCKS AND MONTGOMERY COUNTIES. NEMOURS PEDIATRICIANS WILL SERVE AS HOSPITALISTS FOR ABINGTON'S INPATIENT PEDIATRIC UNIT. SPECIFICALLY, THE NEMOURS PEDIATRIC HOSPITALISTS WILL PROVIDE ADVANCED HOSPITAL CARE, WHICH INCLUDES: MEDICAL CARE FOR CHILDREN STAYING IN AH'S 15-BED PEDIATRIC UNIT; PEDIATRIC CONSULTATIONS IN THE ETC AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK; AND CONSULTATIONS WITH SPECIALISTS AT NEMOURS/ALFRED I. DUPONT HOSPITAL FOR CHILDREN IN THE CARE OF PEDIATRIC PATIENTS. AH WAS NAMED TO NEWSWEEK'S 2020 LIST OF "BEST MATERNITY CARE HOSPITALS." THE DISTINCTION RECOGNIZES FACILITIES THAT HAVE EXCELLED IN PROVIDING CARE TO MOTHERS, NEWBORNS AND THEIR FAMILIES. THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA (HAP) AWARDED AH THE 2020 EXCELLENCE IN CARE ACHIEVEMENT AWARD FOR ERAC-A QI PROJECT O REDUCE OPIOID USE. THIS IS ONE OF THREE AWARDS THE MATERNITY PROGRAM EARNED FOR ITS WORK TO REDUCE OPIOID USE. AH RECEIVED THE PENNSYLVANIA PERINATAL QUALITY COLLABORATIVE AWARD FOR MEETING MILESTONES FROM THE JEWISH HEALTHCARE FOUNDATION FOR OUR WORK AROUND IMPROVING THE IDENTIFICATION OF AND CARE FOR MATERNAL OPIOID USE DISORDER AND NEONATAL ABSTINENCE SYNDROME. AH'S ENHANCED RECOVERY AFTER SURGERY FOR CESAREAN SECTION PROJECT (ERAC) RECEIVED A DATA ANALYTICS AWARD FROM JEFFERSON FOR INNOVATIVE EFFORTS TO IMPROVE FUNCTIONS AND PATIENT OUTCOMES. AH EARNED THE HEPATITIS B BIRTH DOSE HONOR ROLL STATUS FOR 93 PERCENT COVERAGE OF HEPATITIS B IMMUNIZATIONS OF NEWBORNS FOR CALENDAR YEAR 2019. THE IMMUNIZATION ACTION COALITION WORKS TO INCREASE IMMUNIZATION RATES AND PREVENT HEPATITIS B, THE MOST COMMON SERIOUS LIVER INFECTION IN THE WORLD. LH WAS THE FIRST IN THE NATION TO EARN THE JOINT COMMISSION'S GOLD SEAL OF APPROVAL AND THE AMERICAN HEART ASSOCIATION'S HEART-CHECK MARK FOR ACUTE HEART ATTACK READY CERTIFICATION. AH RECEIVED THE 2020 MISSION: LIFELINE GOLD PLUS RECEIVING QUALITY ACHIEVEMENT AWARD FROM THE AMERICAN HEART ASSOCIATION FOR THE TREATMENT OF PATIENTS WHO SUFFER SEVERE HEART ATTACKS. ECHOCARDIOGRAPHY SERVICES AT AH AND AJH-WARMINSTER WERE AWARDED THE ECHOCARDIOGRAPHY REACCREDITATION BY THE INTERSOCIETAL ACCREDITATION COMMISSION (IAC). AH EARNED THE 2020 STROKE CARE EXCELLENCE AWARD FROM HEALTHGRADES FOR SUPERIOR CLINICAL OUTCOMES IN THE CARE AND TREATMENT OF STROKE. AH AND LH RECEIVED THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION'S GET WITH THE GUIDELINES STROKE GOLD PLUS & TARGET: STROKE ELITE HONOR ROLL AWARD FOR EXCELLENCE IN PROVIDING QUALITY STROKE CARE. LH EARNED HEALTHGRADES' 2020 PULMONARY CARE EXCELLENCE AWARD FOR SUPERIOR CLINICAL OUTCOMES IN TREATING COPD AND PNEUMONIA. AJH'S DENTAL DIVISION RECEIVED THE PENNSYLVANIA 2ND DENTAL DISTRICT'S 2020 HUMANITARIAN AWARD. PHILADELPHIA MAGAZINE RECOGNIZED 14 OF AJH'S DENTISTS IN THEIR 2020 TOP DENTISTS ISSUE. PHILADELPHIA MAGAZINE REGONIZED 183 OF AJH'S PHYSICIANS IN THEIR 2020 TOP DOCTORS ISSUE. OTHER PROGRAMS -------------- SAFE HARBOR PROGRAM, FOR GRIEVING CHILDREN, TEENS AND THEIR FAMILIES, WAS SELECTED AS ONE OF SIX CHILDHOOD BEREAVEMENT CHANGEMAKERS (CBC). AH WAS PRESENTED WITH THE 2019 DOMESTIC VIOLENCE AWARENESS MONTH AWARD FROM THE DOMESTIC VIOLENCE LEGAL NETWORK OF MONTGOMERY COUNTY, FOR PROVIDING QUALITY CARE AND SERVICES THAT ENSURE VICTIM'S SAFETY. GIFT OF LIFE: AH AND LH HOSPITALS BOTH EARNED THE PLATINUM AWARD AS PART OF THE 2019 DONATE LIFE HOSPITAL CHALLENGE FROM GIFT OF LIFE AND THE HOSPITAL ASSOCIATION OF PENNSYLVANIA (HAP). PUBLIC RELATIONS AND MARKETING DEPARTMENT RECEIVED A GOLD AWARD THE MARCH 2019 EDITION OF TRENDS AND A BRONZE AWARD FOR THE "BALDRIGE CLIFFNOTES" BOOKLET IN THE ANNUAL ASTER AWARDS PROGRAM, WHICH RECOGNIZES EXCELLENCE IN HEALTHCARE ADVERTISING, MARKETING AND COMMUNICATIONS. AH HAS DEDICATED ITSELF TO THE COMMUNITY BY PROVIDING A DEPARTMENT RESPONSIBLE FOR THE COMMUNITY HEALTH NEEDS ASSESSMENTS, IMPLEMENTATION PLANS, COMMUNITY BENEFIT INITIATIVES, HEALTH EDUCATION, SCREENINGS, FAITH COMMUNITY NETWORK, CPR TRAINING CENTER, AND A CHRONIC DISEASE MANAGEMENT PROGRAM. IN ADDITION, AH PROVIDES CLINICS TO SERVE THOSE IN NEED INCLUDING PRIMARY CARE AND SPECIALTY CLINICS GEOGRAPHICALLY LOCATED WITHIN THE SERVICE AREA; SPACE FOR OVER 40 SUPPORT AND SELF-HELP GROUPS AND A SPEAKER'S BUREAU FOR THE COMMUNITY. DURING COVID-19 PANDEMIC SHUTDOWN IN FY20, OUTREACH PROVIDED A PIVOT TO FOLLOW UP CALLS, CREATING EDUCATIONAL FACT SHEETS FOR COMMUNITY SERVICES AND MENTAL HEALTH AND SUBSTANCE USE DISORDER RESOURCES. IN FY19, THE 2016-2019 CHNA IMPLEMENTATION REPORT WAS COMPLETED WITH THE FULL REPORT LOCATED ON THE HEALTH SYSTEM'S WEBSITE WHERE IT REMAINED FOR FY20.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) HISTORY: AH HAS WORKED SINCE 2013 THROUGH 2016 WITH THE IMPLEMENTATION OR ACTION PLANS OF THE 2013 AND 2016 CHNA RESPECTIVELY FOR AMH AND LHC: PLANS INCLUDED WORK ON ACCESS TO CARE, BEHAVIORAL HEALTH/MENTAL HEALTH, OBESITY, SMOKING, CANCER SCREENINGS AND EDUCATION, OLDER ADULTS AND ACTIVITIES OF DAILY LIVING, AND CULTURAL AND LINGUISTICALLY APPROPRIATE EDUCATION. IN 2019, AH PERSONNEL CONTINUED TO UPDATE THE IMPLEMENTATION PLANS ON A QUARTERLY BASIS, WHICH IS THEN REVIEWED BY AH'S COMMUNITY BENEFITCOMMITTEE. THIS SAME TEAM, WORKING WITH COLLEAGUES FROM JEFFERSON HEALTH, COMPLETED THE 2016 CHNA WHICH IS POSTED TO THE WEBSITE WITH IMPLEMENTATION PLANS UPDATED QUARTERLY INCLUDING THE NEW PRIORITIES OF SUBSTANCE USE DISORDERS AND MENTAL HEALTH ISSUES AND CHRONIC DISEASES ALONG WITH THE ABOVE LISTED. AHF APPOINTED A COMMUNITY BENEFIT COMMITTEE IN 2011 WHOSE CHARTER IS TO OVERSEE AND RECOMMEND POLICIES AND PROGRAMS DESIGNED TO CARRY OUT THE CHARITABLE MISSION OF AH, PROTECTING ITS NON-PROFIT STATUS, AND TO ENHANCE THE HEALTH STATUS OF COMMUNITIES SERVED BASED ON THE RESULTS OF THE CHNA. IN 2017, THE COMMUNITY BENEFIT COMMITTEE INTEGRATED WITH THE REVEREND DR. MARTIN LUTHER KING JR., COMMITTEE TO FORM AN ENHANCED COMMITTEE SERVING COMMUNITY BENEFIT AND DIVERSITY INITIATIVES - THIS COMMITTEE CONTINUED TO PROVIDE OVERSIGHT IN FY20. UPDATES ON JEFFERSON ENTERPRISE DIVERSITY INITIATIVES, COMMUNITY BENEFIT, NEEDS ASSESSMENT PRIORITIES, FINANCIAL ASSISTANCE PROGRAMS AND HEALTH SYSTEM CLINICS CONTINUED TO BE RELEVANT AGENDA ITEMS DURING FY20. DURING FY19 WITH THE SECOND YEAR OF FY20, AMH AND LHC COMMUNITY HEALTH LEADERS PARTICIPATED IN A REGIONAL PROCESS FOR THE 2019-2021 CYCLE OF CHNA. AT THE REQUEST OF LOCAL NON-PROFIT HOSPITALS AND HEALTH SYSTEMS, THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) AND THE HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) CONVENED AN EFFORT TO COLLABORATIVELY DEVELOP THE 2019 COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) FOR THE SOUTHEASTERN PENNSYLVANIA (SEPA) REGION, WITH SPECIFIC FOCUS ON BUCKS, CHESTER, MONTGOMERY AND PHILADELPHIA COUNTIES. WHILE SOME LOCAL HOSPITALS/HEALTH SYSTEMS HAVE WORKED COLLABORATIVELY ON SOME COMPONENTS OF PREVIOUS CHNA IMPLEMENTATION PLANS, THEY PREVIOUSLY PRODUCED INDEPENDENT CHNAS. BASED ON SERVICE AREA DEFINITIONS FROM PREVIOUS CHNAS, MANY HOSPITAL/HEALTH SYSTEMS MUTUALLY SERVE RESIDENTS OF COMMUNITIES WITHIN THE SEPA REGION. IN CONTRAST TO HEALTH SYSTEMS CONDUCTING INDEPENDENT CHNAS, A COLLABORATIVE CHNA OFFERERED: INCREASED COLLABORATION AMONG LOCAL HOSPITALS/HEALTH SYSTEMS SERVING THIS REGION; REDUCED DUPLICATION OF ACTIVITIES AND COMMUNITY BURDEN FROM PARTICIPATION IN MULTIPLE COMMUNITY MEETINGS; REDUCED HOSPITAL/HEALTH SYSTEM COSTS IN CHNA REPORT DEVELOPMENT; OPPORTUNITIES FOR SHARED LEARNING; ESTABLISHMENT OF STRONG FOUNDATION FOR COORDINATED EFFORTS TO ADDRESS HIGHEST PRIORITY COMMUNITY NEEDS. THE CHNA PROCESS INCLUDED A STEERING COMMITTEE COMPRISED OF FIVE LEADING ORGANIZATIONS/AGENCIES TO PROVIDE OVERSIGHT AND DIRECTION HAVING MET ONCE OR TWICE MONTHLY TO REVIEW FINDINGS AND SET PRIORITIES. THE HOSPITALS WORKED IN TANDEM WITH THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, THE HEALTH CARE IMPROVEMENT FOUNDATION, PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS, A QUALITATIVE TEAM AND THE CHESTER COUNTY HEALTH DEPARTMENT AND MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH. DATA WAS ACQUIRED FROM LOCAL, STATE AND FEDERAL SOURCES AND FOCUSED ON INDICATORS THAT WERE UNIFORMLY AVAILABLE AT THE ZIP CODE LEVEL ACROSS THE REGION. PDPH PARTNERED WITH THE HEALTHSHARE EXCHANGE, THE LOCAL INFORMATION EXCHANGE, TO ANALYZE KEY HOSPITAL-BASED INDICATORS OF HEALTH. HCIF COORDINATED THE QUALITATIVE COMPONENT OF THE ASSESSMENT, WHICH INCLUDED: 19 COMMUNITY MEETINGS; 9 KEY STAKEHOLDER FOCUS GROUPS; 12 KEY INFORMANT INTERVIEWS; ADDITIONAL KEY INFORMANT INTERVIEWS. ALL DATA WERE SYNTHESIZED BY PDPH STAFF AND A LIST OF 16 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: SIZE OF HEALTH PROBLEM, IMPORTANCE TO THE COMMUNITY, AND CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS, ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION AND AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS. THE LIST OF PRIORITIES INCLUDE: SUBSTANCE/OPIOID USE AND ABUSE; BEHAVIORAL HEALTH DIAGNOSIS AND TREATMENT; ACCESS TO AFFORDABLE PRIMARY/PREVENTIVE CARE; HEALTHCARE AND HEALTH RESOURCES NAVIGATION; ACCESS TO AFFORDABLE SPECIALTY CARE; CHRONIC DISEASE PREVENTION; FOOD ACCESS AND AFFORDABILITY; AFFORDABLE AND HEALTHY HOUSING; SEXUAL AND REPRODUCTIVE HEALTH; LINGUISTICALLY AND CULTURALLY APPROPRIATE HEALTHCARE; MATERNAL MORBIDITY AND MORTALITY; SOCIOECONOMIC DISADVANTAGE [INCOME, EDUCATION AND EMPLOYMENT]; COMMUNITY VIOLENCE, RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS; NEIGHBORHOOD CONDITIONS; HOMELESSNESS. IN FY20, AH AND ALH'S CHNA IMPLEMENTATION PLANS CONTINUED. A FY20 YEAR END REPORT AND SCORECARD WAS SHARED WITH OUR OVERSIGHT COMMITTEE. COVID-19 AFFECTED SOME OBJECTIVES AND PLANS WERE SUSPENDED, HOWEVER, NEW AND INNOVATIVE IDEAS HAVE BEEN CREATED TO CONTINUE TO WORK TOWARDS ACHIEVING GOALS BEFORE THE NEXT CHNA IN 2022. LEADERS COLLABORATIVELY REPORTED ON SUBSTANCE USE DISORDER AND THE OPIOID EPIDEMIC. WHILE SOME PLANS WERE SUSPENDED, AH AND LH CONTINUED WITH THE WARM HAND OFF AND OUR COMMUNITY PARTNER, EDUCATION AS WELL AS PROMOTION ON DRUG TAKE BACK CONTINUED. A PROJECT FOR DISTRIBUTION OF NARCAN KITS IN HOSPITAL EMERGENCY ROOMS/TRAUMA CENTER IN PROCESS WITH PHILANTHROPY, BEHAVIORAL HEALTH AND COMMUNITY HEALTH LEADERS. CLINICALLY, WOMEN AND CHILDREN'S SERVICES FOCUSED ON REDUCTION OF PAIN MEDICATION IN C-SECTIONS, SURGERIES WHERE APPROPRIATE AND THE SUBSTANCE USE DISORDER COMMITTEE ALSO FOCUSED ON IDENTIFICATION AND SCREENING FOR ALCOHOL FOR INPATIENTS AND REFERRALS TO RESOURCES. DURING COVID-19, COMMUNITY HEALTH, WORKING WITH KEY COMMUNITY STAKEHOLDERS, COMPILED RESOURCES THAT WENT VIRTUAL AND COMMUNICATED EFFECTIVELY TO INTERNAL AND EXTERNAL AUDIENCES. CHNA REPORTS ALSO INCLUDED THE IMPORTANCE OF ACCESS TO AFFORDABLE PRIMARY/PREVENTIVE CARE. DUE TO COVID-19 ACCESS TO CARE WAS DECREASED INCLUDING THOSE WHO HAVE USED THE DENTAL CARE ACCESS PROGRAM AND AJH DENTAL CLINICAL. PATIENTS ARE REPORTEDLY COMING BACK AT A HIGH RATE. FORECASTED ARE RESOURCES NEEDED FOR MENTAL HEALTH, FOOD INSECURITY AND OTHER SOCIAL DETERMINANTS OF HEALTH. CHRONIC DISEASE PREVENTION: PRIOR TO COVID-19, PROGRAMMING HAD BEEN ROBUST. DUE TO COVID-19, ALL COMMUNITY HEALTH EDUCATION EVENTS NAD SCREENINGS WERE CANCELED AND REMAIN ON HOLD UNTIL FURTHER NOTICE. THROUGH SOCIAL MEDIA AND THE HOSPITAL'S NEWSLETTERS AND WEBSITE, EFFORTS WERE MADE TO INCREASE AWARENESS OF WEARING MASKS AND SOCIAL DISTANCING. IN ADDITION, COMMUNITY HEALTH NURSES CALLED CHRONIC CARE MANAGEMENT PATIENTS, AS WELL AS CLIENTS FROM SENIOR CENTERS OR THOSE WHO VISITED MONTHLY BLOOD PRESSURE SCREENINGS TO CHECK IN, ASK ABOUT FOOD SECURITY, CURRENT MENTAL HEALTH STATUS AND PROVIDE HEALTH EDUCATION. THESE OUTREACH CALLS WERE WELL RECEIVED FROM FEEDBACK SHARED. TOWARDS THE END OF THE FISCAL YEAR, NURSES OFFERED VIRTUAL BLOOD PRESSURE SCREENINGS IF PATIENTS HAD BLOOD PRESSURE CUFF AT HOME. FOOD INSECURITY SCREENINGS CONTINUED IN FY20 FROM THE CHILDREN'S CLINIC AND DIABETES CENTER. A NEWLY ESTABLISHED FOOD PANTRY AT THE ASPLUNDH CANCER PAVILION WAS CREATED IN FY20 AND SUPPORTED BY EMPLOYEES AND DONORS. THE 2019 CHNA WAS REVIEWED AND APPROVED BY JUNE 30, 2019 BY JEFFERSON HEALTH'S BOARD OF TRUSTEES AND IN ADDITION AT AMH AND LHC, THE REV. MARTIN LUTHER KING, JR. COMMUNITY BENEFIT AND DIVERSITY COMMITTEE, A BOARD OVERSIGHT COMMITTEE, APPROVED THE CHNA WITH RATIFICATION BY THE AH BOARD OF TRUSTEES AND POSTED TO THE HOSPITAL'S WEBSITE PER REQUIREMENTS. COMMUNITY HEALTH, COMMUNITY BENEFIT AND OTHER AH LEADERS AND STAFF ARE DEDICATED TO THE IMPLEMENTATION PLANS OF THE CHNA WHICH INCLUDES THE POSTING OF THE COMMUNITY HEALTH IMPLEMENTATION PLAN REPORT FROM THE 2016 CHNA ON THE HOSPITAL'S WEBSITE. COMMUNITY HEALTH LEADERSHIP WORKED WITH KEY AH AND ALH DEPARTMENTS IN FORMULATING CHNA IMPLEMENTATION PLANS FOR THE 2019-2021 DUE NOVEMBER 15, 2019 WHICH WERE COMPLETED AND POSTED.
CORE FORM, PART VI, SECTION A; QUESTION 2 DAVID J. ESKIN, M.D. AND MARK R. ESKIN - FAMILY RELATIONSHIP NEAL PEARLSTINE, ESQ. AND BRUCE GOODMAN - BUSINESS RELATIONSHIP
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 ABINGTON HEALTH ("AH") IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF AH. TJU HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/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 PRIOR TO FILING OF THE FORM 990 WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER SYSTEM INDIVIDUALS ("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. FOLLOWING THIS REVIEW, THE FORM 990 WAS PROVIDED TO THIS ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S 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 BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J LAURENCE M. MERLIS, FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH AS THE EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER OF JEFFERSON HEALTH.
CORE FORM, PART VII AND SCHEDULE J LAURENCE M. MERLIS IS A FORMER OFFICER OF THIS ORGANIZATION. MR. MERLIS IS EMPLOYED BY AND INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF A RELATED ORGANIZATION ON A FULL TIME BASIS. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. MERLIS' COMPENSATION IN EXCESS OF $1M. MICHAEL B. WALSH IS AN OFFICER OF THE ORGANIZATION'S BOARD OF TRUSTEES; AN UNCOMPENSATED POSITION. MR. WALSH IS EMPLOYED BY AND INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF A RELATED ORGANIZATION ON A FULL TIME BASIS. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. WALSH'S COMPENSATION IN EXCESS OF $1M.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $6,350,148; - NET ASSETS RELEASED FROM RESTRICTION (DONOR RESTRICTED) - ($18,002,028); - RECLASSIFICATION OF NET ASSETS (DONOR RESTRICTED) - $900,000; AND - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - ($1,427,570).
CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2020 AND JUNE 30, 2019; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. TJU'S AUDIT, RISK AND COMPLIANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


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

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

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

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-1352651
EDUCATION PA 501(C)(3) 509(A)(1) NA
 
 
No
(2)TJUH SYSTEM
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
26-3026795
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU
 
 
No
(3)THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
23-2809585
HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(5)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
(6)JEFFERSON PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
23-2858320
HEALTH SVCS. PA 501(c)(3) 509(A)(3) JPS
 
 
No
(8)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
(9)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
(10)JEFFEX INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2622009
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(11)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
(12)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
(13)SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
27-1243803
HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU
 
 
No
(15)ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
26-3359979
HEALTH SVCS. PA 501(c)(3) HOSPITAL AH
 
 
No
(17)JEFFERSON HEALTH - NORTHEAST SYSTEM
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2239131
HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJU
 
 
No
(18)JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004

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

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

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

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

PHILADELPHIA,PA19107
23-1352294
EDUCATION PA 501(C)(3) 509(A)(1) TJU
 
 
No
(23)KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2442036
HEALTH SVCS. NJ 501(C)(3) 509(A)(1) TJU
 
 
No
(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
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) 1100 WALNUT ASSOC

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) RIVERVIEW SURG CTR LP

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

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

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

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

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

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

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

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
47-1323463
RADIOLOGY NJ NA
 
                 
(11) 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 NA
 
C CORP.         No
(2) WALNUT REALTY CO

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2332416
REAL ESTATE PA NA
 
C CORP.         No
(3) ATRIUM CORPORATION

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2075587
HEALTH SVCS. PA NA
 
C CORP.         No
(4) HEALTHMARK INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2259593
HEALTH SVCS. PA NA
 
C CORP.         No
(5) JEFFERSON ACUTE CARE PHYSICIANS PC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
47-2639286
HEALTH SVCS. PA NA
 
C CORP.         No
(6) JEFFCARE INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2830152
HEALTH SVCS. PA NA
 
C CORP.         No
(7) MID-ATLANTIC MATERNAL FETAL INSTITUTE

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2922471
INACTIVE PA NA
 
C CORP.         No
(8) MID-ATLANTIC MATERNAL FETAL INSTITUTE PC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
22-3536371
INACTIVE NJ NA
 
C CORP.         No
(9) JEFFERSON PHYSICIAN SVCS OF CALIFORNIA

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
37-1856786
INACTIVE CA NA
 
C CORP.         No
(10) 925 WALNUT STREET CORP

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
84-1657497
REAL ESTATE PA NA
 
S CORP.         No
(11) SYSTEM SERVICE CORPORATION

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2218944
HOLDING CO. DE NA
 
C CORP.         No
(12) TF DEVELOPMENT LTD

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2197865
REAL ESTATE PA NA
 
C CORP.         No
(13) HEALTH CARE INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
20-0214524
HEALTH SVCS. PA NA
 
C CORP.         No
(14) KENNEDY MANAGEMENT GROUP INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
22-3347294
MANAGEMENT NJ NA
 
C CORP.         No
(15) PROFESSIONAL MEDICAL MANAGEMENT INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
22-2559690
COLLECTION SVCS. NJ NA
 
C CORP.         No
(16) KENNEDY ACCESS INCORPORATED

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
47-2661672
INVESTMENTS NJ NA
 
C CORP.         No
(17) JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
84-1980055
HEALTH SVCS. NJ NA
 
C CORP.         No
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
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
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





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

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.
Schedule R (Form 990) 2019

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