TY 2019 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(1) STEPHEN K KLASKO MD MBA...................................................................... TRUSTEE - PRES/CEO TJU	60.0 ................. 0.0	X	X			4,379,689	0	3,042,542
(2) LAURENCE M MERLIS...................................................................... EVP, STRATEGIC VENTURES	60.0 ................. 0.0			X		2,085,344	1,302,388	770,638
(3) BRUCE A MEYER MD MBA...................................................................... SENIOR EVP TJU, PRES JEFF HLTH	60.0 ................. 0.0			X		2,370,275	0	1,190,599
(4) KATHLEEN KINSLOW CRNA MBA...................................................................... EVP,CHIEF INTEG OFF(TERM 9/19)	55.0 ................. 0.0			X		2,537,256	135,827	56,657
(5) MICHAEL B WALSH...................................................................... SVP FINANCE TJU & JH	55.0 ................. 0.0				X	0	2,193,597	310,921
(6) JAMES S HARROP MD...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X	255,540	1,870,356	84,647
(7) PETER L DEANGELIS JR...................................................................... TREASURER - EVP, CFO & CAO	60.0 ................. 0.0		X			1,527,313	0	627,664
(8) ROBERT H ROSENWASSER MD...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X	1,791,103	282,250	80,291
(9) JEFFREY STEVENS...................................................................... EVP, CHIEF HR OFF(TERM 09/19)	55.0 ................. 0.0			X		1,978,243	0	55,769
(10) JACK JALLO MD PHD...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X	277,766	1,485,776	89,709
(11) SRINIVAS PRASAD MD MS...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X	64,244	1,702,914	42,846
(12) ELIZABETH DALE EDD...................................................................... EVP, CHIEF ADVANCEMENT OFFICER	55.0 ................. 0.0			X		1,395,040	0	390,441
(13) MARK L TYKOCINSKI MD...................................................................... EVP, ACAD AFFAIRS & PROVOST	60.0 ................. 0.0			X		1,326,305	0	413,098
(14) CRISTINA G CAVALIERI ESQ...................................................................... SECRETARY-EVP CH LEGAL COUNSEL	60.0 ................. 0.0		X			1,296,044	0	415,622
(15) KATHLEEN GALLAGHER...................................................................... EVP, COO TJU	55.0 ................. 0.0		X			943,137	0	434,739
(16) JOHN C EKARIUS...................................................................... EVP, CHIEF OF STAFF	55.0 ................. 0.0			X		965,442	0	376,186
(17) STEPHANIE CONNERS MBA BSN...................................................................... EVP, COO JEFFERSON HEALTH	55.0 ................. 0.0			X		1,000,724	0	156,042

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC)	(F) Estimated amount of other compensation from the organization and related organizations
(18) ANNE BOLAND DOCIMO MD MBA........................................................................ FORMER OFFICER	0.0 .......................0.0				X	808,839	0	8,076
(19) JOHN J KELLY MD........................................................................ FORMER OFFICER	0.0 .......................0.0				X	0	740,430	43,365
(20) STEPHEN SPINELLI JR PHD........................................................................ FORMER KEY EMPLOYEE	0.0 .......................0.0				X	600,000	0	0
(21) CLAYTON FITZHUGH........................................................................ EVP, CHIEF HR OFF (EFF 07/19)	55.0 .......................0.0			X		387,349	0	36,370
(22) H RICHARD HAVERSTICK JR........................................................................ CHAIRMAN - TRUSTEE	5.0 .......................0.0	X	X			0	0	0
(23) CARO U ROCK........................................................................ VICE CHAIR - TRUSTEE	5.0 .......................0.0	X	X			0	0	0
(24) ROBERT S ADELSON ESQ........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(25) DAVID ARCHIBALD EDD........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(26) DAVID R BINSWANGER........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(27) IRA BRIND ESQ........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(28) THOMAS S BROWN ESQ........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(29) STEPHEN P CRANE........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(30) ROBERT DISTANISLAO........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(31) JOHN F DURANTE........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(32) BRUCE K ENTWISLE........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(33) RICHARD W HEVNER........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(34) LESLIE MCNAMARA........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(35) ANDREW MORRISROE........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(36) RONALD J NAPLES........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(37) BRUCE J PAPARONE........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(38) VIVIAN PINN MD........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(39) DUNCAN B PITCAIRN........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(40) RICHARD T RILEY........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(41) JOHN P SILVESTRI........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(42) MICHAEL SNEED........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(43) MERYLE TWERSKY ESQ........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(44) ALEXANDER VACCARO MD PHD........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(45) EILEEN VOYNICK........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(46) TRISTA WALKER........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(47) JOHN WALP........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(48) PATRICIA WELLENBACH........................................................................ TRUSTEE	5.0 .......................0.0	X				0	0	0
(49) ROBERT I BARSKY DO........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(50) JAY W BLUMENTHAL........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(51) RONALD L CAPUTO........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(52) WILLIAM A LANDMAN........................................................................ TRUSTEE (TERMED 12/2019)	5.0 .......................0.0	X				0	0	0
(53) MARVIN MASHNER........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(54) JOSEPH MARESSA JR ESQ........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(55) EDWARD MCKENNA III........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(56) AUSTIN A MEEHAN III PE........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(57) PETER SAMSON ESQ........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(58) BENJAMIN V SANCHEZ ESQ CPA........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(59) PHILIP J SASSO MD........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(60) ALBERT E SMITH CPA........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(61) JOSEPH A SMITH........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0
(62) CRAIG WHITE........................................................................ TRUSTEE (TERMED 08/2019)	5.0 .......................0.0	X				0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
GE HEALTHCARE, 990 INNOVATION DRIVE WAUWATOSA,WI53226	CONSULTING	55,284,914
INTECH CONSTRUCTION INC, 3020 MARKET STREET PHILADELPHIA,PA19104	CONSTRUCTION	21,051,475
EPIC SYSTEMS CORPORATION, 1979 MILKY WAY VERONA,WI53593	SOFTWARE & MAINT.	20,746,938
C ERICKSON AND SONS INC, 2200 ARCH STREET SUITE 200 PHILADELPHIA,PA19103	CONSTRUCTION	19,652,896
P AGNES INC, 2101 PENROSE AVENUE PHILADELPHIA,PA19101	CONSTRUCTION	14,281,151
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 297

- TIN:

SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990 or 990-EZ) 2019

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	56,883,580	40,274,409	30,787,594	54,536,876	29,389,665	211,872,124
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	56,883,580	40,274,409	30,787,594	54,536,876	29,389,665	211,872,124
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)..						23,650,035
6	Public support. Subtract line 5 from line 4.						188,222,089

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
7	Amounts from line 4..	56,883,580	40,274,409	30,787,594	54,536,876	29,389,665	211,872,124
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	10,469,379	10,198,680	4,346,797	3,817,438	3,002,610	31,834,904
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						243,707,028

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

3,424,811,012

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................ right arrow

Section C. Computation of Public Support Percentage

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

77.233 %

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

72.962 %

16a

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

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

17a

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

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

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990 or 990-EZ) 2019

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2015	(b) 2016	(c) 2017	(d) 2018	(e) 2019	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

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

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

Section D. Computation of Investment Income Percentage

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

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

19a

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

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

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

Schedule A (Form 990 or 990-EZ) 2019

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

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

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

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

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990 or 990-EZ) 2019

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?

11a

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

11b

A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

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

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

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

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990 or 990-EZ) 2019

Page 6

Part V

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

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

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by .035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

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

Schedule A (Form 990 or 990-EZ) 2019

Page 7

Part V

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

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity
3 Administrative expenses paid to accomplish exempt purposes of supported organizations
4 Amounts paid to acquire exempt-use assets
5 Qualified set-aside amounts (prior IRS approval required)
6 Other distributions (describe in Part VI). See instructions
7Total annual distributions. Add lines 1 through 6.
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions
9 Distributable amount for 2019 from Section C, line 6
10 Line 8 amount divided by Line 9 amount

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2019	(iii) Distributable Amount for 2019
1 Distributable amount for 2019 from Section C, line 6
2 Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2019:
a From 2014.......
b From 2015.......
c From 2016.......
d From 2017.......
e From 2018.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2019 distributable amount
i Carryover from 2014 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.
4Distributions for 2019 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2019 distributable amount
c Remainder. Subtract lines 4a and 4b from 4.
5 Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2020. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2015.....
b Excess from 2016.....
c Excess from 2017.....
d Excess from 2018.....
e Excess from 2019.....

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

Schedule A (Form 990 or 990-EZ) 2019

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

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

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

2019

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

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

Special Rules

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

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

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

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

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

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2

Name of organization THOMAS JEFFERSON UNIVERSITY

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 3

Name of organization THOMAS JEFFERSON UNIVERSITY		Employer identification number 23-1352651

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Page 4


Name of organization THOMAS JEFFERSON UNIVERSITY			Employer identification number 23-1352651
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

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

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

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

OMB No. 1545-0047

2019

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I-A

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

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

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

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

Part I-B

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

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

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

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

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

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

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

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

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

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

Cat. No. 50084S

Schedule C (Form 990 or 990-EZ) 2019

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

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

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

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2016	(b) 2017	(c) 2018	(d) 2019	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990 or 990-EZ) 2019

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

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

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

Yes

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

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

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

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

Yes

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

Yes

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

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

Yes

817,434

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

817,434

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

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

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

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

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

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

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

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

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

Part IV

Supplemental Information

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

Return Reference	Explanation
SCHEDULE C, PART II-B, LINES 1B, 1F, 1G & 1I	DURING THE YEAR ENDED JUNE 30, 2020 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $811,631 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2020. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS SENIOR VICE PRESIDENT OF GOVERNMENT/EXTERNAL AFFAIRS TO REPRESENT TIME SPENT ADDRESSING FEDERAL, STATE AND LOCAL HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $4,176 DURING THE FISCAL YEAR ENDED JUNE 30, 2020. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,627 DURING THE FISCAL YEAR ENDED JUNE 30, 2020.

Return Reference

Explanation

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

DURING THE YEAR ENDED JUNE 30, 2020 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $811,631 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2020. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS SENIOR VICE PRESIDENT OF GOVERNMENT/EXTERNAL AFFAIRS TO REPRESENT TIME SPENT ADDRESSING FEDERAL, STATE AND LOCAL HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $4,176 DURING THE FISCAL YEAR ENDED JUNE 30, 2020. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,627 DURING THE FISCAL YEAR ENDED JUNE 30, 2020.

Schedule C (Form 990 or 990EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

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

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ...	2d

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

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

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

Yes No

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

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

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

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

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

$ 5,747,881

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

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

Assets included in Form 990, Part X ............................... SchDMd Bullet

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

Cat. No. 52283D

Schedule D (Form 990) 2019

Page 2

Part III

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

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

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

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

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

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	612,893,064	594,575,264	574,584,954	539,215,761	472,108,488
b	Contributions ...	9,234,345	13,757,420	11,836,587	13,454,286	82,747,763
c	Net investment earnings, gains, and losses	12,089,709	30,784,522	29,738,195	45,125,331	4,093,424
d	Grants or scholarships ...	0	0	0	0	0
e	Other expenditures for facilities and programs ...	26,206,021	26,224,142	21,584,472	23,210,424	19,733,914
f	Administrative expenses ....	0	0	0	0	0
g	End of year balance ......	608,011,097	612,893,064	594,575,264	574,584,954	539,215,761

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

Board designated or quasi-endowment SchDMd Bullet

49.740 %

Permanent endowment SchDMd Bullet

30.870 %

Term endowment SchDMd Bullet

19.390 %

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

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

Yes

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

3a(i)

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

3a(ii)

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

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	40,390,609		40,390,609
b	Buildings ....	637,184,454	367,969,233	269,215,221
c	Leasehold improvements	56,917,372	2,977,209	53,940,163
d	Equipment ....	272,393,296	160,424,743	111,968,553
e	Other .....	29,336,308	5,141,073	24,195,235
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				499,709,781

Schedule D (Form 990) 2019

Page 3

Part VII

InvestmentsOther Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

InvestmentsProgram Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1)ASSETS WHOSE USE IS LIMITED	16,352,800	F
(2)SHORT-TERM INVESTMENTS	278,970,887	F
(3)LONG-TERM INVESTMENTS	631,097,141	F
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	926,420,828

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)DUE FROM AFFILIATES				1,310,131,077
(2)OTHER RECEIVABLES				2,149,000
(3)OTHER ASSETS				5,792,382
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				1,318,072,459

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
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	411,325,913
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2019

Page 4

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

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

Part XIII

Supplemental Information

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

Return Reference

Explanation

SCHEDULE D, PART III; QUESTION 4

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

SCHEDULE D, PART V; QUESTION 4

ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES 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 ORGANIZATIONS AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJUS 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. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS AND WERE $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 TJUS ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJUS INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF TJU IS BASED ON 75% OF THE PRIOR YEAR SPENDABLE INCOME AND 25% OF THE CALCULATED TWO YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE MULTIPLIED BY 4.75%; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR.

Schedule D (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE E(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Schools

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

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

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

OMB No. 1545-0047 2019Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

YES

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

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

Yes

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

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

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

Yes

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

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

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

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

Yes

Does the organization maintain the following?

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

Yes

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

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

Yes

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

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

Yes

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

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

Yes

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

Cat. No. 50085D

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

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

Page 2

Part II

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

Return Reference

Explanation

SCHEDULE E, PART I; QUESTION 3

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

SCHEDULE E, PART I; QUESTION 6

THIS ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). BEGINNING IN MARCH 2020, THE SYSTEMS OPERATIONS WERE SIGNIFICANTLY IMPACTED BY THE COVID-19 PANDEMIC. THE SYSTEMS ELECTIVE HEALTHCARE PROCEDURES AND OFFICE VISITS WERE CANCELED AS A RESULT OF GOVERNMENTAL STAY-AT-HOME ORDERS THAT WERE IN EFFECT IN THE REGION INTO JUNE 2020. AS A RESULT OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ("CARES") ACT SIGNED INTO LAW ON MARCH 27, 2020, THE SYSTEM RECEIVED OVER $300 MILLION IN GOVERNMENT SUPPORT PRIMARILY TO REIMBURSE FOR COVID-19 RELATED EXPENSES AND LOST OPERATING INCOME. THE PORTION OF THE CARES ACT FINANCIAL SUPPORT PROVIDED SPECIFICALLY TO THIS ORGANIZATION IS INCLUDED WITHIN CORE FORM, PART VIII, LINE 1E. IN ADDITION, DURING THE FISCAL YEAR ENDED JUNE 30, 2020, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. THIS FINANCIAL SUPPORT IS INCLUDED WITHIN CORE FORM, PART VIII, LINE 1E.

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

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16. Right pointing arrow large image

Attach to Form 990. Right pointing arrow large image

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

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

For grantmakers. Does the organization maintain records to substantiate the amount of its grants and

other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used

to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

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

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

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	Europe (Including Iceland and Greenland)	0	0	Grantmaking		1,058,176
	Middle East and North Africa	0	0	Grantmaking		82,846
	North America	0	0	Grantmaking		9,601
	South Asia	0	0	Grantmaking		84,215
	Europe (Including Iceland and Greenland)	0	0	Investments		44,523,243
	East Asia and the Pacific	0	0	Investments		26,986,907
	South America	0	0	Investments		3,229,926
	North America	0	0	Investments		9,812,955
	Central America and the Caribbean	0	0	Investments		93,212,158
	Middle East and North Africa	0	0	Investments		148
	Central America and the Caribbean	0	0	Program Services	FINANCIAL VEHICLE	27,706,417






3a	Sub-total ....	0	0			206,706,592
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	0			206,706,592

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019

Schedule F (Form 990) 2019

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement
Europe (Including Iceland and Greenland)	SPONSORED	19,440	WIRE
South Asia	SPONSORED	862,766	WIRE
Europe (Including Iceland and Greenland)	SPONSORED	84,215	WIRE
Europe (Including Iceland and Greenland)	SPONSORED	67,577	WIRE
Europe (Including Iceland and Greenland)	SPONSORED	58,368	WIRE
Middle East and North Africa	SPONSORED	21,416	WIRE
Middle East and North Africa	SPONSORED	59,759	WIRE
Europe (Including Iceland and Greenland)	SPONSORED	23,087	WIRE
North America	SPONSORED	9,601	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	17,334	WIRE

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	9
3	Enter total number of other organizations or entities .......................	1

Schedule F (Form 990) 2019

Schedule F (Form 990) 2019Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.

Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance		(b) Region	(c) Number of recipients	(d) Amount of cash grant	(e) Manner of cash disbursement	(f) Amount of noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2019

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2019

Page 5

Part V

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

ReturnReference	Explanation
SCHEDULE F, PART I	DURING THE FISCAL YEAR ENDED JUNE 30, 2020, THIS ORGANIZATION REMITTED $27,706,417 TO CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, FOR THE BENEFIT OF THE FOLLOWING RELATED ORGANIZATIONS: JEFFERSON HEALTH - NORTHEAST - $16,144,469; ARIA HEALTH PHYSICIAN SERVICES - $3,444,541; ARIA HEALTH ORTHOPAEDICS - $92,518; ABINGTON MEMORIAL HOSPITAL - $7,147,655; AND LANSDALE HOSPITAL CORPORATION - $877,234. THIS ORGANIZATION ALLOCATES THESE PAYMENTS TO EACH AFFILIATE VIA AN INTERCOMPANY ACCOUNT.
SCHEDULE F, PART I; LINE 2	THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.
SCHEDULE F, PART IV; QUESTION 5	THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2020. HOWEVER, THE ORGANIZATION DID NOT MEET THE REPORTING THRESHOLDS REQUIRED TO FILE ANY FORMS 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS.

Schedule F (Form 990) 2019

Additional Data

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- TIN:

SCHEDULE G (Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

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

Attach to Form 990 or Form 990-EZ.
right arrow

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

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

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

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

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

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

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

YesNo

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

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










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

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

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

Cat. No. 50083H

Schedule G (Form 990 or 990-EZ) 2019

Page 2

Part II

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

		(a) Event #1 GALA (event type)	(b) Event #2 CARE TO CURE (event type)	(c) Other events 2 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	2,065,105	326,155	160,177	2,551,437
2	Less: Contributions . . . .	1,383,617	225,665	146,801	1,756,083
3	Gross income (line 1 minus line 2) . . . . . .	681,488	100,490	13,376	795,354

4	Cash prizes . . . . .
5	Noncash prizes . . . .		347	239	586
6	Rent/facility costs . . . .	26,115	10,920		37,035
7	Food and beverages . . .	303,742	42,279	5,915	351,936
8	Entertainment . . . .		22,982		22,982
9	Other direct expenses . . .	351,631	23,962	7,222	382,815
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				795,354
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .

Part III

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

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

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

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

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

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

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

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

YesNo

If "No," explain:

10a

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

YesNo

If "Yes," explain:

Schedule G (Form 990 or 990-EZ) 2019

Page 3

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

YesNo

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

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

YesNo

Indicate the percentage of gaming activity conducted in:

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

13a

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

13b

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

Name

Address

15a

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

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

YesNo

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

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

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

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

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

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

YesNo

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

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

Part IV

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

Return Reference	Explanation

Schedule G (Form 990 or 990-EZ) 2019

Additional Data

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Software Version:

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

Schedule I
(Form 990)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number
23-1352651

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ALBANY MEDICAL CENTER 42 NEW SCOTLAND AVENUE ALBANY,NY12208	14-1641730	501(C)(3)	68,694	PROGRAM SUPPORT
(2) ALBERT EINSTEIN HEALTHCARE NETWORK 5501 OLD YORK ROAD PHILADELPHIA,PA19141	23-2290323	501(C)(3)	87,388	PROGRAM SUPPORT
(3) ALFRED I DUPONT HOSPITAL FOR CHILDREN 1600 ROCKLAND ROAD WILMINGTON,DE19803	59-0634433	501(C)(3)	76,355	PROGRAM SUPPORT
(4) ARCADIA UNIVERSITY 450 SOUTH EASTON ROAD GLENSIDE,PA19038	23-1352620	501(C)(3)	14,374	PROGRAM SUPPORT
(5) AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC 1120 15TH STREET AUGUSTA,GA30912	58-1418202	501(C)(3)	88,864	PROGRAM SUPPORT
(6) BARUCH S BLUMBERG INSTITUTE 3805 OLD EASTON ROAD DOYLESTOWN,PA18902	06-1671347	501(C)(3)	21,150	PROGRAM SUPPORT
(7) BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA HOUSTON,TX77030	74-1613878	501(C)(3)	66,244	PROGRAM SUPPORT
(8) BENTEN TECHNOLOGIES 9408 GRANT AVE STE 206 MANASSAS,VA20110	54-1986427		14,616	PROGRAM SUPPORT
(9) BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVENUE BOSTON,MA02215	04-2103881	501(C)(3)	88,637	PROGRAM SUPPORT
(10) BOARD OF THE LELAND STANFORD JR INSTITUTE 3160 PORTER DRIVE PALO ALTO,CA94304	94-1156365	501(C)(3)	373,731	PROGRAM SUPPORT
(11) BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON,MA02115	04-2312909	501(C)(3)	197,315	PROGRAM SUPPORT
(12) CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND,OH44106	34-1018992	501(C)(3)	8,856	PROGRAM SUPPORT
(13) CENTER IN THE PARK 5818 GERMANTOWN AVE PHILADELPHIA,PA19144	23-1919016	501(C)(3)	14,293	PROGRAM SUPPORT
(14) CHAPMAN UNIVERSITY 1 UNIVERSITY DRIVE ORANGE,CA92866	95-1643992	501(C)(3)	48,153	PROGRAM SUPPORT
(15) CHILDRENS HOSPITAL OF PHILADELPHIA 3516 CIVIC CTR BLVD PHILADELPHIA,PA19104	23-1352166	501(C)(3)	173,251	PROGRAM SUPPORT
(16) CHRISTIANA CARE HEALTH SERVICES INC 4755 OGLETOWN-STANTON ROAD NEWARK,DE19718	51-0103684	501(C)(3)	41,396	PROGRAM SUPPORT
(17) COLORADO STATE UNIVERSITY 300 UNIV SVCS CTR FORT COLLINS,CO80523	84-6000545	GOV'T ORG	29,183	PROGRAM SUPPORT
(18) CORTICA HEALTHCARE 7090 MIRATECH DRIVE SAN DIEGO,CA92121	47-3276408		5,115	PROGRAM SUPPORT
(19) DOYLESTOWN HOSPITAL 595 WEST STATE STREET DOYLESTOWN,PA18901	23-1352174	501(C)(3)	8,820	PROGRAM SUPPORT
(20) DREXEL UNIVERSITY 1505 RACE ST 10TH FL PHILADELPHIA,PA19102	23-1352630	501(C)(3)	475,937	PROGRAM SUPPORT
(21) EXXELL BIO INC 5264 OXFORD ST NORTH SHOREVIEW,MN55126	47-2234335		27,748	PROGRAM SUPPORT
(22) FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON,FL33431	65-0385507	501(C)(3)	131,693	PROGRAM SUPPORT
(23) GE GLOBAL RESEARCH 1 RESEARCH CIRCLE NISKAYUNA,NY12309	14-0689340		303,683	PROGRAM SUPPORT
(24) GEORGE WASHINGTON UNIVERSITY 2121 EYE ST NW WASHINGTON,DC20052	53-0196584	501(C)(3)	113,229	PROGRAM SUPPORT
(25) GEORGIA STATE UNIV RESEARCH FDN PO BOX 3999 ATLANTA,GA30302	58-1845423	501(C)(3)	227,395	PROGRAM SUPPORT
(26) ICAHN SCHOOL OF MEDICINE-MOUNT SINAI 1 GUSTAVE L LEVY PL NEW YORK,NY10029	13-6171197	501(C)(3)	213,064	PROGRAM SUPPORT
(27) INDIANA UNIVERSITY HEALTH INC 950 N MERIDIAN STE 800 INDIANAPOLIS,IN46204	35-1955872	501(C)(3)	15,600	PROGRAM SUPPORT
(28) INFECTIOUS DISEASE RESEARCH INSTITUTE 1616 EASTLAKE AVE STE 400 SEATTLE,WA98102	91-1608978	501(C)(3)	261,154	PROGRAM SUPPORT
(29) JACKSON LABORATORY 600 MAIN STREET BAR HARBOR,ME04609	01-0211513	501(C)(3)	6,993	PROGRAM SUPPORT
(30) JOHNS HOPKINS UNIVERSITY 1101 E 33RD ST STE B220 BALTIMORE,MD21218	52-0595110	501(C)(3)	37,045	PROGRAM SUPPORT
(31) MATERNITY CARE COALITION 2000 HAMILTON ST PHILADELPHIA,PA19130	23-2200410	501(C)(3)	42,305	PROGRAM SUPPORT
(32) MEE PRODUCTIONS INC 1 WINDING DR STE 203 PHILADELPHIA,PA19131	23-2618368		14,399	PROGRAM SUPPORT
(33) NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON,IL60208	36-2167817	501(C)(3)	144,434	PROGRAM SUPPORT
(34) NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVE FORT LAUDERDALE,FL33314	59-1083502	501(C)(3)	9,100	PROGRAM SUPPORT
(35) PROJECT HOME INC 3841 KIPP STREET MADISON,WI53718	39-1279307	501(C)(3)	75,194	PROGRAM SUPPORT
(36) PUBLIC HEALTH MANAGEMENT CORPORATION 1500 MARKET STREET PHILADELPHIA,PA19102	23-7221025	501(C)(3)	79,128	PROGRAM SUPPORT
(37) READING HOSPITAL 6TH AVE SPRUCE ST READING,PA19611	23-1352204	501(C)(3)	9,820	PROGRAM SUPPORT
(38) READY CLINICAL LLC 116 VILLAGE BLVD PRINCETON,NJ08540	26-4673472		22,500	PROGRAM SUPPORT
(39) REGENTS OF THE UNIVERSITY OF CALIFORNIA SF 185 BERRY ST SAN FRANCISCO,CA94107	94-6036493	GOV'T ORG	5,200	PROGRAM SUPPORT
(40) REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET ANN ARBOR,MI48109	38-6006309	GOV'T ORG	39,949	PROGRAM SUPPORT
(41) RESEARCH TRIANGLE INSTITUTE 3040 E CORNWALLIS RD RESEARCH TRIANGLE PARK,NC27709	56-0686338	501(C)(3)	15,010	PROGRAM SUPPORT
(42) RUSH UNIVERSITY MEDICAL CENTER 1653 W CONGRESS PARKWAY CHICAGO,IL60612	36-2174823	501(C)(3)	8,448	PROGRAM SUPPORT
(43) RUTGERS UNIVERSITY 89 FRENCH ST NEW BRUNSWICK,NJ08901	46-2354111	GOV'T ORG	74,019	PROGRAM SUPPORT
(44) SAINT JOSEPH'S UNIVERSITY 5600 CITY AVENUE PHILADELPHIA,PA19131	23-1352674	501(C)(3)	45,981	PROGRAM SUPPORT
(45) SANFORD BURNHAM MEDICAL RESEARCH INSTITUTE 10901 N TORREY PINES RD LA JOLLA,CA92037	51-0197108	501(C)(3)	154,006	PROGRAM SUPPORT
(46) SHRINERS HOSPITALS FOR CHILDREN 3551 N BROAD ST PHILADELPHIA,PA19140	36-2193608	501(C)(3)	8,500	PROGRAM SUPPORT
(47) ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS,TN38105	06-7717892	501(C)(3)	21,831	PROGRAM SUPPORT
(48) SYRACUSE UNIVERSITY 640 SKYTOP ROAD SYRACUSE,NY13244	15-0532081	501(C)(3)	5,590	PROGRAM SUPPORT
(49) TEMPLE UNIVERSITY 1805 BROAD STREET PHILADELPHIA,PA19122	23-1365971	501(C)(3)	688,626	PROGRAM SUPPORT
(50) THE GENEVA FOUNDATION 917 PACIFIC AVE STE 600 TACOMA,WA98402	91-1593913	501(C)(3)	86,524	PROGRAM SUPPORT
(51) THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK RD MILWAUKEE,WI52336	39-0806261	501(C)(3)	136,198	PROGRAM SUPPORT
(52) THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS,OH43210	31-6025986	GOV'T ORG	8,946	PROGRAM SUPPORT
(53) THE PENNSYLVANIA STATE UNIVERSITY 500 UNIVERSITY DRIVE HERSHEY,PA17033	24-6000376	GOV'T ORG	39,180	PROGRAM SUPPORT
(54) THE RESEARCH INSTITUTE OF FOX CHASE CANCER CTR 333 COTTMAN AVENUE CHELTENHAM,PA19111	23-6296135	501(C)(3)	42,748	PROGRAM SUPPORT
(55) THE UNIVERSITY OF TEXAS SOUTHWESTERN MED CTR 5323 HARRY HINES BLVD DALLAS,TX75390	75-6002868	GOV'T ORG	48,618	PROGRAM SUPPORT
(56) THOMAS JEFFERSON UNIVERSITY HOSPITALS INC 1101 MARKET ST PHILADELPHIA,PA19107	23-2829095	501(C)(3)	7,500	PROGRAM SUPPORT
(57) TRUSTEES OF BOSTON UNIVERSITY 715 ALBANY ST 5TH FL W BOSTON,MA02118	04-2103547	501(C)(3)	6,143	PROGRAM SUPPORT
(58) TRUSTEES OF DARTMOUTH COLLEGE 11 ROPE FERRY ROAD HANOVER,NH03755	02-0222111	501(C)(3)	53,516	PROGRAM SUPPORT
(59) TRUSTEES OF THE UNIVERSITY OF PA PO BOX 785541 PHILADELPHIA,PA19178	23-1352685	501(C)(3)	852,287	PROGRAM SUPPORT
(60) TUFTS UNIVERSITY 169 HOLLAND STREET SOMERVILLE,MA02144	04-2103634	501(C)(3)	468,557	PROGRAM SUPPORT
(61) UNIVERSITY OF CALIFORNIA SAN DIEGO 200 WEST ARBOR DR SAN DIEGO,CA92103	95-6006144	GOV'T ORG	149,415	PROGRAM SUPPORT
(62) UNIVERSITY OF DELAWARE 210 HULIHEN HALL NEWARK,DE19716	51-6000297	501(C)(3)	33,090	PROGRAM SUPPORT
(63) UNIVERSITY OF ILLINOIS 506 SOUTH WRIGHT STREET URBANA,IL61801	37-6000511	GOV'T ORG	10,400	PROGRAM SUPPORT
(64) UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY,IA52242	42-6004813	GOV'T ORG	63,437	PROGRAM SUPPORT
(65) UNIVERSITY OF KANSAS MEDICAL CENTER 3901 RAINBOW BLVD KANSAS CITY,KS66103	48-1108830	501(C)(3)	44,001	PROGRAM SUPPORT
(66) UNIVERSITY OF MARYLAND 3112 LEE BUILDING COLLEGE PARK,MD20742	52-6002033	GOV'T ORG	51,715	PROGRAM SUPPORT
(67) UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES,FL33146	59-0624458	501(C)(3)	77,702	PROGRAM SUPPORT
(68) UNIVERSITY OF NEBRASKA 3835 HOLDREGE STREET LINCOLN,NE68583	47-0049123	GOV'T ORG	18,734	PROGRAM SUPPORT
(69) UNIVERSITY OF PITTSBURGH 1817 CATHEDRAL OF LRNG PITTSBURGH,PA15260	25-0965591	501(C)(3)	20,467	PROGRAM SUPPORT
(70) UNIVERSITY OF ROCHESTER 910 GENESEE ST STE 200 ROCHESTER,NY14611	16-0743209	501(C)(3)	11,010	PROGRAM SUPPORT
(71) UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE,AL36688	63-0477348	501(C)(3)	281,603	PROGRAM SUPPORT
(72) UNIVERSITY OF TEXAS 800 W CAMPBELL ROAD RICHARDSON,TX75080	75-1305566	GOV'T ORG	92,301	PROGRAM SUPPORT
(73) UNIVERSITY OF THE SCIENCES 600 SOUTH 43RD ST PHILADELPHIA,PA19104	23-1352668	501(C)(3)	29,277	PROGRAM SUPPORT
(74) UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE,WA98195	91-6001537	GOV'T ORG	273,935	PROGRAM SUPPORT
(75) VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE,TN37240	62-0476822	501(C)(3)	93,720	PROGRAM SUPPORT
(76) VANDERBILT UNIVERSITY MEDICAL CENTER 1211 MEDICAL CENTER DR NASHVILLE,TN37232	35-2528741	501(C)(3)	70,132	PROGRAM SUPPORT
(77) WILLS EYE HOSPITAL 840 WALNUT STREET PHILADELPHIA,PA19107	23-6000204	501(C)(3)	5,223	PROGRAM SUPPORT
(78) WISTAR INSTITUTE OF ANATOMY & BIOLOGY 3501 SPRUCE STREET PHILADELPHIA,PA19104	23-6434390	501(C)(3)	37,346	PROGRAM SUPPORT
(79) RESEARCH GRANT			6,632	SPONSORED

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

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

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

Cat. No. 50055P

Schedule I (Form 990) 2019

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1) SCHOLARSHIPS	1597	20,326,008
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference	Explanation
SCHEDULE I, PART I, LINE 2	GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS.

Schedule I (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

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

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

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

Travel for companions Payments for business use of personal residence

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

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

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........

Yes

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..

Yes

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

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

Yes

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

Yes

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

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

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

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

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

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

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

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

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

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Yes

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

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

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

Cat. No. 50053T

Schedule J (Form 990) 2019

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1STEPHEN K KLASKO MD MBA TRUSTEE - PRES/CEO TJU	(i) (ii)	1,936,937 ------------- 0	2,260,000 ------------- 0	182,752 ------------- 0	3,022,824 ------------- 0	19,718 ------------- 0	7,422,231 ------------- 0	0 ------------- 0
2LAURENCE M MERLIS EVP, STRATEGIC VENTURES	(i) (ii)	890,995 ------------- 0	585,335 ------------- 0	609,014 ------------- 1,302,388	751,763 ------------- 0	18,875 ------------- 0	2,855,982 ------------- 1,302,388	256,912 ------------- 486,073
3BRUCE A MEYER MD MBA SENIOR EVP TJU, PRES JEFF HLTH	(i) (ii)	1,556,103 ------------- 0	708,105 ------------- 0	106,067 ------------- 0	1,159,113 ------------- 0	31,486 ------------- 0	3,560,874 ------------- 0	0 ------------- 0
4KATHLEEN KINSLOW CRNA MBA EVP,CHIEF INTEG OFF(TERM 9/19)	(i) (ii)	503,445 ------------- 0	436,652 ------------- 0	1,597,159 ------------- 135,827	44,296 ------------- 0	12,361 ------------- 0	2,593,913 ------------- 135,827	703,454 ------------- 76,532
5MICHAEL B WALSH SVP FINANCE TJU & JH	(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
6JAMES S HARROP MD PROFESSOR & PHYSICIAN	(i) (ii)	222,435 ------------- 1,209,344	0 ------------- 661,012	33,105 ------------- 0	30,137 ------------- 28,000	26,510 ------------- 0	312,187 ------------- 1,898,356	0 ------------- 0
7PETER L DEANGELIS JR TREASURER - EVP, CFO & CAO	(i) (ii)	980,662 ------------- 0	360,791 ------------- 0	185,860 ------------- 0	607,998 ------------- 0	19,666 ------------- 0	2,154,977 ------------- 0	81,298 ------------- 0
8ROBERT H ROSENWASSER MD PROFESSOR & PHYSICIAN	(i) (ii)	1,323,952 ------------- 282,250	105,313 ------------- 0	361,838 ------------- 0	35,750 ------------- 27,475	17,066 ------------- 0	1,843,919 ------------- 309,725	0 ------------- 0
9JEFFREY STEVENS EVP, CHIEF HR OFF(TERM 09/19)	(i) (ii)	437,842 ------------- 0	192,784 ------------- 0	1,347,617 ------------- 0	36,400 ------------- 0	19,369 ------------- 0	2,034,012 ------------- 0	696,618 ------------- 0
10JACK JALLO MD PHD PROFESSOR & PHYSICIAN	(i) (ii)	256,775 ------------- 896,264	0 ------------- 589,512	20,991 ------------- 0	34,450 ------------- 28,000	26,339 ------------- 920	338,555 ------------- 1,514,696	0 ------------- 0
11SRINIVAS PRASAD MD MS PROFESSOR & PHYSICIAN	(i) (ii)	64,120 ------------- 1,358,970	0 ------------- 343,944	124 ------------- 0	6,600 ------------- 28,000	8,246 ------------- 0	79,090 ------------- 1,730,914	0 ------------- 0
12ELIZABETH DALE EDD EVP, CHIEF ADVANCEMENT OFFICER	(i) (ii)	741,491 ------------- 0	483,315 ------------- 0	170,234 ------------- 0	376,806 ------------- 0	13,635 ------------- 0	1,785,481 ------------- 0	0 ------------- 0
13MARK L TYKOCINSKI MD EVP, ACAD AFFAIRS & PROVOST	(i) (ii)	831,831 ------------- 0	291,578 ------------- 0	202,896 ------------- 0	393,382 ------------- 0	19,716 ------------- 0	1,739,403 ------------- 0	0 ------------- 0
14CRISTINA G CAVALIERI ESQ SECRETARY-EVP CH LEGAL COUNSEL	(i) (ii)	813,139 ------------- 0	284,179 ------------- 0	198,726 ------------- 0	398,556 ------------- 0	17,066 ------------- 0	1,711,666 ------------- 0	0 ------------- 0
15KATHLEEN GALLAGHER EVP, COO TJU	(i) (ii)	587,686 ------------- 0	205,820 ------------- 0	149,631 ------------- 0	414,523 ------------- 0	20,216 ------------- 0	1,377,876 ------------- 0	55,870 ------------- 0
16JOHN C EKARIUS EVP, CHIEF OF STAFF	(i) (ii)	603,930 ------------- 0	204,833 ------------- 0	156,679 ------------- 0	365,556 ------------- 0	10,630 ------------- 0	1,341,628 ------------- 0	0 ------------- 0
17STEPHANIE CONNERS MBA BSN EVP, COO JEFFERSON HEALTH	(i) (ii)	743,552 ------------- 0	195,640 ------------- 0	61,532 ------------- 0	153,050 ------------- 0	2,992 ------------- 0	1,156,766 ------------- 0	0 ------------- 0
18ANNE BOLAND DOCIMO MD MBA FORMER OFFICER	(i) (ii)	0 ------------- 0	58,839 ------------- 0	750,000 ------------- 0	7,649 ------------- 0	427 ------------- 0	816,915 ------------- 0	0 ------------- 0
19JOHN 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
20STEPHEN SPINELLI JR PHD FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 0	0 ------------- 0	600,000 ------------- 0	0 ------------- 0	0 ------------- 0	600,000 ------------- 0	0 ------------- 0
21CLAYTON FITZHUGH EVP, CHIEF HR OFF (EFF 07/19)	(i) (ii)	311,163 ------------- 0	50,000 ------------- 0	26,186 ------------- 0	32,500 ------------- 0	3,870 ------------- 0	423,719 ------------- 0	0 ------------- 0

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 1	CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2019 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENEFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: STEPHEN K. KLASKO, M.D., MBA; LAURENCE M. MERLIS; KATHLEEN KINSLOW, CRNA, MBA; BRUCE A. MEYER, M.D., MBA; PETER L. DEANGELIS, JR.; JEFFREY STEVENS; ELIZABETH DALE, ED.D.; MARK L. TYKOCINSKI, M.D.; CRISTINA G. CAVALIERI, ESQ.; KATHLEEN GALLAGHER; JOHN C. EKARIUS; STEPHANIE CONNERS, MBA, BSN, RN AND CLAYTON FITZHUGH.
SCHEDULE J, PART I; QUESTION 4A	THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2019 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, MBA, $235,384; JEFFREY STEVENS, $338,462; ANNE BOLAND DOCIMO, M.D., MBA, $750,000; JOHN J. KELLY, M.D., $640,019; AND STEPHEN SPINELLI, JR., PH.D., $600,000.
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; KATHLEEN KINSLOW, CRNA, MBA, $306,169; MICHAEL B. WALSH, $1,546,314; PETER L. DEANGELIS, JR., $113,874; ROBERT H. ROSENWASSER, M.D., $178,100; JEFFREY STEVENS, $93,442; ELIZABETH DALE, ED.D, $98,794; MARK L. TYKOCINSKI, M.D., $123,956; CRISTINA G. CAVALIERI, ESQ., $119,786; KATHLEEN GALLAGHER, $74,691 AND JOHN C. EKARIUS, $77,739. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, MBA, $1,090,852 AND JEFFREY STEVENS, $800,000. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $604,109; BRUCE A. MEYER, M.D., MBA, $243,270; MICHAEL B. WALSH, $127,902; PETER L. DEANGELIS, JR., $123,253 AND KATHLEEN GALLAGHER, $50,917. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $975,084; LAURENCE M. MERLIS, $470,813; BRUCE A. MEYER, M.D., MBA, $539,130; PETER L. DEANGELIS, JR., $283,345; ELIZABETH DALE, ED.D., $235,406; MARK L. TYKOCINSKI, M.D., $226,932; CRISTINA G. CAVALIERI, ESQ., $235,406; KATHLEEN GALLAGHER, $235,406 AND JOHN C. EKARIUS, $235,406. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $1,443,631; LAURENCE M. MERLIS, $153,000; BRUCE A. MEYER, M.D., MBA, $340,313; PETER L. DEANGELIS, JR., $165,000; ELIZABETH DALE, ED.D., $105,000; MARK L. TYKOCINSKI, M.D., $130,050; CRISTINA G. CAVALIERI, ESQ., $126,750; KATHLEEN GALLAGHER, $91,800; JOHN C. EKARIUS, $93,750; STEPHANIE CONNERS, MBA, BSN, RN; $122,250 AND CLAYTON FITZHUGH, $32,500.
SCHEDULE J, PART I; QUESTION 7	CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2019 WHICH AMOUNTS WERE 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 YEARS 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

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

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

Attach to Form 990.
SchKMediumBullet

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

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number
23-1352651

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917R8G3	10-04-2012	45,634,203	CAPITAL PURCHASES & IMPROVEMENTS		X		X		X
B	MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY	23-2328939	313604WK9	08-02-2012	205,883,542	REFUNDING PREVIOUS BONDS & CAP EXP		X		X	X
C	PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917SNP4	02-26-2015	550,268,991	CONSTRUCTION & REFUNDING PREV BOND		X		X		X
D	PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT	23-2237287	71781XCR2	02-08-2017	380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603ZK8	05-03-2018	539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603B57	06-27-2019	497,019,314	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		0		0
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	45,634,208		205,886,594		550,268,991		380,043,540
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	562,929		1,973,968		4,608,598		3,811,350
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	21,285,000		0		0		0
10 Capital expenditures from proceeds .............	23,786,274		34,050,210		545,660,383		9,310,262
11 Other spent proceeds .............	0		169,862,416		0		0
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2014		2013		2016		2018
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2018, a current refunding issue)? ........	X		X		X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2018, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

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

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

Cat. No. 50193E

Schedule K (Form 990) 2019

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X	X			X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?			X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.260 %		0.300 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0.260 %		0.300 %
6 Total of lines 4 and 5 .............	0.520 %		0.600 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

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

Schedule K (Form 990) 2019

Page 3

Part Ⅳ

Arbitrage (Continued)

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

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference	Explanation
SCHEDULE K, PART I, COLUMN D	ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5
SCHEDULE K, PART IV, LINE 2C	SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND.

Schedule K (Form 990) 2019

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

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

Attach to Form 990.
SchKMediumBullet

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

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number
23-1352651

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917R8G3	10-04-2012	45,634,203	CAPITAL PURCHASES & IMPROVEMENTS		X		X		X
B	MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY	23-2328939	313604WK9	08-02-2012	205,883,542	REFUNDING PREVIOUS BONDS & CAP EXP		X		X	X
C	PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917SNP4	02-26-2015	550,268,991	CONSTRUCTION & REFUNDING PREV BOND		X		X		X
D	PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT	23-2237287	71781XCR2	02-08-2017	380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603ZK8	05-03-2018	539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603B57	06-27-2019	497,019,314	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		0		0
2 Amount of bonds legally defeased ..............	0		0		0		0
3 Total proceeds of issue ..................	45,634,208		205,886,594		550,268,991		380,043,540
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		0
6 Proceeds in refunding escrows ...............	0		0		0		0
7 Issuance costs from proceeds ...............	562,929		1,973,968		4,608,598		3,811,350
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	21,285,000		0		0		0
10 Capital expenditures from proceeds .............	23,786,274		34,050,210		545,660,383		9,310,262
11 Other spent proceeds .............	0		169,862,416		0		0
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2014		2013		2016		2018
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2018, a current refunding issue)? ........	X		X		X		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2018, an advance refunding issue)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

Part Ⅲ

Private Business Use

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

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

Cat. No. 50193E

Schedule K (Form 990) 2019

Page 2

Part Ⅲ

Private Business Use (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X	X			X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?			X
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0.260 %		0.300 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........	0.260 %		0.300 %
6 Total of lines 4 and 5 .............	0.520 %		0.600 %
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

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

Schedule K (Form 990) 2019

Page 3

Part Ⅳ

Arbitrage (Continued)

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

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference	Explanation
SCHEDULE K, PART I, COLUMN D	ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5
SCHEDULE K, PART IV, LINE 2C	SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND.

Schedule K (Form 990) 2019

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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

Attach to Form 990 or Form 990-EZ.
MediumBullet

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

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

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

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

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

Part II

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

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





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

Part III

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

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

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

Cat. No. 50056A

Schedule L (Form 990 or 990-EZ) 2019

Page 2

Part IV

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

(a) Name of interested person	(b) Relationship between interested person and the organization	(c) Amount of transaction	(d) Description of transaction	(e) Sharing of organization's revenues?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) JACOB LANDMAN	FAMILY MEMBER OF TRUSTEE	64,043	EMPLOYEE		No

Part V

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

Return Reference	Explanation

Schedule L (Form 990 or 990-EZ) 2019

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image

Attach to Form 990.
Right pointing arrow large image

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

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....	X	3	107,496	FMV
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	16	141,611	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( MEDICAL EQUIPMENT & PARTS )	X	1	12,354	FMV
26 Other ( )
27 Other ( )
28 Other ( )

Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement

Yes

30a

During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................

30a

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

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

Yes

32a

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

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

32a

If "Yes," describe in Part II.

If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2019)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation

Schedule M (Form 990) (2019)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

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

OMB No. 1545-0047

2019

Open to Public
Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Return Reference	Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	THOMAS JEFFERSON UNIVERSITY IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY ("TJU") WAS FIRST INCORPORATED UNDER THE NAME JEFFERSON MEDICAL COLLEGE OF PHILADELPHIA BY A SPECIAL ACT OF THE PENNSYLVANIA GENERAL ASSEMBLY IN 1838. TJU IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). TODAY, TJU IS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY ("SKMC") AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. TJU'S EDUCATIONAL PROGRAMS ARE FULLY ACCREDITED AND IT EDUCATES OVER 4,000 STUDENTS ANNUALLY. TJU EDUCATES MEDICAL STUDENTS, NURSES, SCIENTISTS, PHYSICIAN'S ASSISTANTS, TECHNICIANS, PHARMACISTS, OCCUPATIONAL AND PHYSICAL THERAPISTS, POPULATION HEALTH EXPERTS, AND OTHER HEALTHCARE PROFESSIONALS TO PROVIDE HEALTHCARE SERVICES AND TO CONDUCT CUTTING-EDGE SCIENTIFIC AND MEDICAL RESEARCH IN THE CURE AND PREVENTION OF DISEASES. TJU ALSO CONDUCTS CLINICAL AND STATISTICAL RESEARCH, STUDIES, AND EXPERIMENTS TO IMPROVE CURRENT DISEASE PREVENTION AND TREATMENT KNOWLEDGE AND TECHNIQUES. TJU DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTER-PROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. UNIVERSITY MISSION: WE ARE A UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION & TEXTILES, HEALTH, SCIENCE AND SOCIAL SCIENCE INFUSED WITH THE LIBERAL ARTS. ENTERPRISE MISSION: WE IMPROVE LIVES. ENTERPRISE VISION: REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. COMMITMENT TO DIVERSITY & EQUITY: WE ARE REIMAGINING DIVERSITY AND INCLUSION TO PROMOTE AND CULTIVATE AN INCLUSIVE ENVIRONMENT THAT CELEBRATES THE DIFFERENCES AND SIMILARITIES OF OUR PATIENTS, FAMILIES, STUDENTS, WORKFORCE AND THE COMMUNITIES WE SERVE TO ACHIEVE AN EQUITABLE CULTURE. CURRENT ACTIVITIES ================== TJU CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE EDUCATION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY (SKMC) ------------------------------------------------------------------- SKMC WAS ORIGINALLY KNOWN AS THE JEFFERSON MEDICAL COLLEGE, WHICH WAS FOUNDED IN 1824. SKMC HAS AWARDED MORE THAN 31,000 MEDICAL DEGREES AND HAS MORE LIVING GRADUATES THAN ANY OTHER PRIVATE MEDICAL SCHOOL IN THE NATION. IT OFFERS BOTH UNDERGRADUATE MEDICAL EDUCATION PROGRAMS AND INNOVATIVE JOINT DEGREE PROGRAMS TO MORE THAN 1,000 STUDENTS EACH YEAR. SKMC IS RECOGNIZED FOR ITS BALANCED APPROACH TO MEDICAL EDUCATION, AND APPROXIMATELY ONE OUT OF FOUR TO ONE OUT OF FIVE APPLICANTS THROUGHOUT THE UNITED STATES APPLY TO SKMC. IT IS COMMITTED TO (1) EDUCATING PHYSICIANS WHO WILL FORM AND LEAD THE INTEGRATED HEALTHCARE DELIVERY AND RESEARCH TEAMS OF TOMORROW; (2) DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE THROUGH INVESTIGATION FROM THE LABORATORY TO THE BEDSIDE, AND INTO THE COMMUNITY; AND (3) SETTING THE STANDARD FOR QUALITY, COMPASSIONATE AND EFFICIENT PATIENT CARE FOR OUR COMMUNITY AND FOR THE NATION. JEFFERSON COLLEGE OF NURSING ---------------------------- SINCE 1891, WHEN NURSING EDUCATION BEGAN AT TJU, GRADUATES OF TJU NURSING PROGRAMS HAVE BEEN LEADERS IN EDUCATION, RESEARCH, HEALTHCARE DELIVERY, AND COMMUNITY SERVICE. THE FACULTY AND LEADERSHIP OF THE JEFFERSON COLLEGE OF NURSING ("JCN") ARE COMMITTED TO WORKING WITH THEIR STUDENTS TO CONTINUE THIS RICH TRADITION. JCN CONTINUALLY MAKES INNOVATIVE CURRICULAR CHANGES AIMED AT PREPARING ITS STUDENTS TO FUNCTION AS OUTSTANDING NURSING PROFESSIONALS IN A DYNAMIC HEALTHCARE ENVIRONMENT. A CRUCIAL CHARACTERISTIC OF TODAY'S HEALTHCARE SYSTEM IS THE INTER-PROFESSIONAL NATURE OF PRACTICE. AS AN INTEGRAL PART OF A MAJOR ACADEMIC HEALTH CENTER, JCN AFFORDS ITS STUDENTS THE OPPORTUNITY TO INTERACT WITH OTHER STUDENTS IN AN ARRAY OF HEALTHCARE PROFESSIONS. THE ENTIRE CURRICULUM IS BASED ON A SET OF CORE COMPETENCIES THAT FACULTY AND FUTURE EMPLOYERS BELIEVE IS ESSENTIAL TO EFFECTIVE PRACTICE. JCN'S STRATEGIC PLAN COMMITS TO MAINTAINING ITS STATUS AS A PREMIER EDUCATIONAL INSTITUTION FOR THE EDUCATION AND CLINICAL PREPARATION OF OUTSTANDING NURSE LEADERS AND PROFESSIONALS. JCN DRAWS UPON A MULTITUDE OF RESOURCES WITHIN TJU AND ITS CLINICAL AFFILIATES. TJU ENSURES THAT THE COLLEGE'S FACULTY ACHIEVES SUPERIOR QUALITY IN PRACTICE, RESEARCH, AND TEACHING, THEREBY PROVIDING THE APPROPRIATE BACKDROP FOR EXCELLENT EDUCATIONAL EXPERIENCES FOR ITS STUDENT BODY. FOR EVERY STUDENT THIS MEANS AN EDUCATIONAL CREDENTIAL THAT OPENS EXCEPTIONAL ACCESS TO EMPLOYMENT IN HEALTHCARE PRACTICE SETTINGS. NURSES GRADUATING FROM JCN BOAST EXCELLENT SUCCESS RATES ON REQUIRED LICENSURE AND CERTIFICATION EXAMINATIONS, WHICH ARE CONSISTENTLY ABOVE THE NATIONAL AVERAGE. JCN PROGRAMS ARE DESIGNED NOT ONLY TO ASSIST JCN STUDENTS IN DEVELOPING THE KNOWLEDGE, SKILLS, AND COMPETENCIES NECESSARY TO ENTER AND EXCEL IN THE NURSING PROFESSION BUT ALSO TO EDUCATE NURSES WHO MODEL POSITIVE ATTITUDES, CRITICAL THINKING, PROBLEM-SOLVING STRATEGIES AND STRONG PROFESSIONAL ETHICS IN ALL THEIR PROFESSIONAL ROLES. JEFFERSON COLLEGE OF PHARMACY ----------------------------- THE JEFFERSON COLLEGE OF PHARMACY ("JCP") PROVIDES AN INNOVATIVE DOCTOR OF PHARMACY PROGRAM THAT PREPARES ITS GRADUATES FOR INTERESTING AND CHALLENGING PHARMACY PRACTICE ROLES ACROSS THE HEALTHCARE CONTINUUM. UNDERPINNING THE JCP CURRICULUM IS AN ACCOMPLISHED AND DIVERSE TEAM OF HEALTHCARE LEADERS, TEACHERS, RESEARCHERS AND PRECEPTORS (PRACTITIONERS) WHO MAKE UP ITS FACULTY. COLLECTIVELY, THIS GROUP BRINGS A BROAD RANGE OF EXPERIENCES AND PERSPECTIVES TO TJU STUDENTS, AND THEY ARE RECOGNIZED FOR THEIR LEADERSHIP IN NATIONAL AND INTERNATIONAL PHARMACY AND HEALTHCARE MEMBERSHIP ORGANIZATIONS AS WELL AS THEIR RESEARCH IN PHARMACEUTICS, PHARMACOLOGY, HEALTH OUTCOMES, THE CLINICAL SCIENCES AND RELATED FIELDS. DURING THE PAST ACADEMIC YEAR, JCP UNDERWENT ITS FIRST RE-ACCREDITATION BY THE ACCREDITATION COUNCIL FOR PHARMACY EDUCATION. AS PART OF THIS PROCESS, THE DOCTOR OF PHARMACY (PHARMD) PROGRAM RECEIVED A FULL 8-YEAR REACCREDITATION THROUGH JUNE 30, 2026. JCP'S MISSION IS TO PREPARE ITS STUDENTS FOR CAREERS IN THE PROFESSION OF PHARMACY. THROUGH THE PROVISION OF A LEARNER-CENTERED, INTERDISCIPLINARY CURRICULUM, STUDENTS DEVELOP THE REQUISITE KNOWLEDGE, SKILLS, AND ATTITUDES TO PROVIDE EXCELLENT PATIENT-CENTERED AND POPULATION-BASED CARE. CONSISTENT WITH THE MISSION OF TJU, JCP STRIVES TO DEVELOP A SENSE OF SOCIAL, PERSONAL AND PROFESSIONAL RESPONSIBILITY IN ITS STUDENTS. JCP PROVIDES A SUPERB ENVIRONMENT THAT FOSTERS COLLABORATIVE RELATIONSHIPS WITH HEALTHCARE PRACTITIONERS AND SCIENTISTS THAT RESULT IN THE ADVANCEMENT OF PATIENT CARE, SAFETY, EDUCATIONAL METHODOLOGIES, AND RESEARCH. JCP CLASSROOM, LABORATORY AND PHARMACY-PRACTICE EXPERIENCES ARE COMPLEMENTED BY A WIDE RANGE OF CO-CURRICULAR AND EXTRACURRICULAR ACTIVITIES DESIGNED TO ENABLE STUDENT PHARMACISTS TO BECOME COMPETENT AND CONFIDENT PRACTITIONERS THAT APPLY THEIR KNOWLEDGE AND SKILLS TO CARE FOR INDIVIDUAL PATIENTS AS WELL AS IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. WITH A STRONG EMPHASIS ON LEADERSHIP SKILLS AND SOCIAL RESPONSIBILITY, JCP GRADUATES ARE PREPARED TO MAKE AN IMPACT.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	JEFFERSON COLLEGE OF HEALTH PROFESSIONS --------------------------------------- THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS (JCHP) IS COMMITTED TO EDUCATING HEALTHCARE PROFESSIONALS OF THE HIGHEST QUALITY AND ETHICAL STANDARDS FOR CONTEMPORARY PRACTICE IN THE GLOBAL COMMUNITY. THE COLLEGE, REPRESENTING INTERPROFESSIONAL PROGRAMS ACROSS THE HEALTH PROFESSIONS, OFFERS NATURAL OPPORTUNITIES FOR STUDENTS TO DEVELOP PROFESSIONAL BEHAVIORS WITHIN A COMMUNITY OF LEARNERS. JCHP OFFERS DEGREES RANGING FROM A BACHELOR OF SCIENCE THROUGH CLINICAL DOCTORATE ACROSS SEVERAL ACADEMIC DEPARTMENTS AND INSTITUTE: COUNSELING & BEHAVIORAL HEALTH DISASTER MEDICINE & MANAGEMENT HEALTH SCIENCES MEDICAL IMAGING & RADIATION SCIENCES MEDICAL LABORATORY SCIENCES & BIOTECHNOLOGY MIDWIFERY & WOMEN'S HEALTH NUTRITIONAL SCIENCES PHYSICIAN ASSISTANT STUDIES INSTITUTE OF EMERGING HEALTH PROFESSIONS JEFFERSON COLLEGE OF POPULATION HEALTH -------------------------------------- TJU ESTABLISHED THE JEFFERSON COLLEGE OF POPULATION HEALTH ("JCPH") IN 2003 TO PROVIDE GRADUATE EDUCATION THAT PREPARES LEADERS WITH GLOBAL VISION TO EXAMINE THE SOCIAL DETERMINANTS OF HEALTH AND TO EVALUATE, DEVELOP AND IMPLEMENT HEALTH POLICIES AND SYSTEMS THAT WILL IMPROVE THE HEALTH OF POPULATIONS AND ENHANCE THE QUALITY OF LIFE. ORIGINALLY FORMED IN 1990 AS THE OFFICE OF HEALTH POLICY AND CLINICAL OUTCOMES, JCHP PREPARES HEALTHCARE PROVIDERS FOR THE CHALLENGES OF A DYNAMIC HEALTHCARE ENVIRONMENT. THE INCREASING COMPLEXITY OF HEALTHCARE AND ITS IMPORTANCE TO THE NATIONAL ECONOMY ESTABLISHED THE NEED AND DEMAND FOR PROFESSIONALS AND RESEARCHERS WELL-VERSED AND PREPARED TO ASSUME LEADERSHIP ROLES. IN ADDITION, THE COMPLEXITY AND SCOPE OF THE INDUSTRY REQUIRED THAT RESEARCH AND EDUCATION BE ADDRESSED COMPREHENSIVELY AND HOLISTICALLY FROM THE PERSPECTIVE OF POPULATION HEALTH: HEALTH OUTCOMES AND THEIR DISTRIBUTION WITHIN THE POPULATION, THE DETERMINANTS THAT INFLUENCE THIS DISTRIBUTION, AND THE POLICIES AND INTERVENTIONS THAT IMPACT THESE DETERMINANTS. JCPH SEEKS TO CREATE CONDITIONS THAT PROMOTE HEALTH, PREVENT ADVERSE EVENTS, AND IMPROVE OUTCOMES. POPULATION HEALTH BUILDS ON PUBLIC HEALTH FOUNDATIONS BY: - CONNECTING PREVENTION, WELLNESS AND BEHAVIORAL HEALTH SCIENCE WITH HEALTHCARE DELIVERY, QUALITY AND SAFETY, DISEASE PREVENTION/MANAGEMENT AND ECONOMIC ISSUES OF VALUE AND RISK ALL IN THE SERVICE OF A SPECIFIC POPULATION, BE IT A CITY, PROVIDER'S PRACTICE, EMPLOYEE GROUP, HOSPITAL'S PRIMARY SERVICE AREA OR AGE GROUP; - IDENTIFYING SOCIO-ECONOMIC AND CULTURAL FACTORS THAT DETERMINE THE HEALTH OF POPULATIONS AND DEVELOPING POLICIES THAT ADDRESS THE IMPACT OF THESE DETERMINANTS; - APPLYING EPIDEMIOLOGY AND BIOSTATISTICS IN NEW WAYS TO MODEL DISEASE STATES, MAP THEIR INCIDENCE AND PREDICT THEIR IMPACT; AND - USING DATA ANALYSIS TO DESIGN SOCIAL AND COMMUNITY INTERVENTIONS AND NEW MODELS OF HEALTHCARE DELIVERY THAT STRESS CARE COORDINATION AND EASE OF ACCESSIBILITY. JEFFERSON COLLEGE OF REHABILITATION SCIENCES -------------------------------------------- JEFFERSON COLLEGE OF REHABILITATION SCIENCES BRINGS TOGETHER OCCUPATIONAL THERAPY, PHYSICAL THERAPY, ATHLETIC TRAINING, SPEECH AND LANGUAGE PATHOLOGY. OUR GOAL IS TO PROVIDE PROGRAMS THAT ARE UNIQUE IN TERMS OF EDUCATING STUDENTS TO PROVIDE HIGH-QUALITY CARE THAT WILL INTEGRATE PEOPLE BACK INTO THEIR COMMUNITIES. THE COLLEGE OF REHABILITATION SCIENCES IS PROUD TO BE HOME TO TWO PROGRAMS RANKED BY U.S. NEWS & WORLD REPORT: OCCUPATIONAL THERAPY AND THE DEPARTMENT OF PHYSICAL THERAPY. BOTH PROGRAMS OFFER STUDENTS OPPORTUNITIES TO PARTICIPATE IN RESEARCH, CLINICAL, AND EDUCATIONAL EXPERIENCES. THE COLLEGE IS COMMITTED TO BECOMING A RECOGNIZED LEADER IN INNOVATIVE EDUCATIONAL, CLINICAL AND RESEARCH PROGRAMS. FUTURE PLANS FOR THE COLLEGE INCLUDE ESTABLISHING DEPARTMENTS OF REHABILITATION SCIENCES AND TECHNOLOGY, SPEECH AND LANGUAGE PATHOLOGY AND OUTCOMES MEASUREMENT, AS WELL AS DIVISIONS FOR THE STUDY OF COGNITION, ASSISTIVE TECHNOLOGY, AND HUMAN ENGINEERING AND DESIGN. JEFFERSON COLLEGE OF LIFE SCIENCES ---------------------------------- THE MISSION OF THE JEFFERSON COLLEGE OF LIFE SCIENCES ("JCLS") IS TO "TRAIN TOMORROW'S SCIENTIFIC LEADERS TODAY" BY PROVIDING THE HIGHEST QUALITY UNDERGRADUATE, GRADUATE AND POSTDOCTORAL EDUCATION AND RESEARCH TRAINING IN THE LIFE SCIENCES, IN ORDER TO PREPARE STUDENTS AND FELLOWS TO MAKE SIGNIFICANT CONTRIBUTIONS TO THE PROGRESS OF LIFE SCIENCE THROUGH CAREERS INCLUDING ACADEMIA, INDUSTRY, AND GOVERNMENT. JCLS AND ITS FACULTY OFFER COURSES AND PROGRAMS ACROSS A WIDE FIELD OF BASIC AND TRANSLATIONAL SCIENCES, LEADING TO THE BS DEGREE, PHD DEGREE, THE MS DEGREE AND GRADUATE CERTIFICATE PROGRAMS. IN ADDITION, JCLS OFFERS A POST BACCALAUREATE PRE-PROFESSIONAL PROGRAM FOR CANDIDATES INTERESTED IN COMPLETING THEIR PREREQUISITE COURSE WORK FOR MEDICAL AND PROFESSIONAL SCHOOLS. THE COLLEGE ALSO COORDINATES POSTDOCTORAL TRAINING PROGRAMS ACROSS THE CAMPUS. ADDITIONALLY, JCLS, IN CONJUNCTION WITH THE SIDNEY KIMMEL MEDICAL COLLEGE, OFFERS A COMBINED MD/PHD PROGRAM. THE COLLEGE'S EDUCATION AND TRAINING PROGRAMS PROVIDE A SOLID FOUNDATION FOR GRADUATES, MANY OF WHOM HAVE PURSUED ADDITIONAL GRADUATE AND PROFESSIONAL EDUCATION AND TRAINING PROGRAMS. OTHER JCLS GRADUATES HAVE DIRECTLY ENTERED SUCCESSFUL CAREERS INCLUDING POSITIONS AT COLLEGES AND UNIVERSITIES, PHARMACEUTICAL AND BIOTECHNOLOGY COMPANIES, HEALTHCARE SETTINGS, GOVERNMENT AGENCIES, AND MANY OTHER PROFESSIONAL VENUES. RESEARCH TRAINING AT JCLS IS ANCHORED BY A LARGE AND DIVERSE PORTFOLIO OF ACTIVE RESEARCH PROGRAMS WITH EXTENSIVE OUTSIDE GRANT SUPPORT. THAT FOUNDATION, COMBINED WITH CLINICAL RESEARCH AND PATIENT-CARE PROGRAMS, PROVIDES OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND BASIC AND TRANSLATIONAL RESEARCH EXPERIENCES IN A CHALLENGING, EXCITING AND SATISFYING UNDERGRADUATE AND GRADUATE TRAINING ENVIRONMENT. RESEARCH AT TJU =============== RESEARCH IS A KEY COMPONENT OF TJU'S TRIPARTITE MISSION AND LINKS DIRECTLY TO ITS EDUCATIONAL AND HEALTHCARE MISSION. ACROSS ALL DIVISIONS OF THE UNIVERSITY, ITS CENTERS AND INSTITUTES, AND ITS STUDENT OPPORTUNITIES, RESEARCH IS A DRIVING FORCE. TJU CONDUCTS MULTI-FACETED RESEARCH IN AUTISM, COMPUTATIONAL MEDICINE, HEMATOLOGY AND VASCULAR DISEASE, POPULATION HEALTH, NEUROSCIENCE, PULMONARY DISEASE, CANCER, FIBROSIS, IMMUNOLOGY AND INFECTIOUS DISEASE, MUSCULOSKELETAL DISEASE, AND METABOLISM AND MITOCHONDRIAL FUNCTION. TJU HAS GIVEN SPECIAL EMPHASIS TO RESEARCH FOCUSED ON CANCER AND CANCER BIOLOGY, CARDIAC AND CARDIOVASCULAR BIOLOGY, NEUROSCIENCE, POPULATION AND PUBLIC HEALTH, AND INFECTIOUS DISEASES AND VACCINES. CANCER: THROUGH THE SIDNEY KIMMEL CANCER CENTER, A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, TJU ACCELERATES DISCOVERY IN FIVE NCI-DESIGNATED PROGRAM AREAS, AIMING TO TRANSLATE FINDINGS INTO MORE EFFECTIVE TREATMENTS. THESE AREAS ARE CANCER CELL BIOLOGY AND SIGNALING, MOLECULAR BIOLOGY AND GENETICS, PROSTATE CANCER, BREAST CANCER AND GASTROINTESTINAL CANCER. CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH: IN 1939, MR. AND MRS. THOMAS D. CARDEZA ESTABLISHED THE CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH IN THE DIVISION OF HEMATOLOGY IN DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY AS A MEMORIAL TO CHARLOTTE DRAKE CARDEZA. CARDEZA FOUNDATION ENABLES TJU TO CONDUCT A BROAD RANGE OF BASIC RESEARCH, CLINICAL AND TRANSLATIONAL RESEARCH AND CORE LABORATORIES RELATED TO HEMATOLOGY, INCLUDING THROMBOSIS AND HEMOSTASIS, CIRCULATING BLOOD PLATELET CONTRIBUTIONS TO BLOOD CLOTTING AND GROWTH OF SOLID TUMORS, GENETIC EFFECTS OF PLATELET FUNCTIONS, BREAST AND PROSTATE CANCER CELL METASTASIS, GENE EXPRESSION IN MEGAKARYOCYTES AND PLATELETS AND THEIR ROLE IN CARDIOVASCULAR DISEASE AND THROMBOPOIESIS. FARBER INSTITUTE FOR NEUROSCIENCE: COMPOSED OF THE DEPARTMENTS OF NEUROLOGICAL SURGERY, NEUROLOGY, NEUROSCIENCE AND PSYCHIATRY AND HUMAN BEHAVIOR, THE FARBER INSTITUTE FOR NEUROSCIENCE, A DIVISION OF TJU, CONDUCTS BASIC, TRANSLATIONAL AND CLINICAL RESEARCH TO UNDERSTAND THE FUNDAMENTAL MECHANISMS OF THE NORMAL AND DISEASED BRAIN. FARBER INSTITUTE SPECIALISTS TRANSLATE THEIR UNDERSTANDING INTO TREATMENTS FOR NEURODEGENERATIVE AND OTHER DEVASTATING DISORDERS. RESEARCHERS AT THE INSTITUTE SHARE THEIR FINDINGS AND EXPERIENCES WITH OTHER ACADEMICS AND SPECIALISTS FROM AROUND THE WORLD AND WORK TOGETHER TO TREAT, PREVENT, AND FIND CURES FOR ALL KINDS OF NEUROLOGICAL AND SPINE DISORDERS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	JEFFERSON VACCINE CENTER: JEFFERSON MEDICAL COLLEGE ESTABLISHED THE JEFFERSON VACCINE CENTER ("JVC") IN 2007 WITH THE GOAL OF COMBINING AND FURTHER ENHANCING THE EXISTING INTEREST AND EXPERTISE AT TJU IN THE AREA OF VACCINE RESEARCH FOR INFECTIOUS DISEASES AND CANCER. JVC COMBINES AND UTILIZES RESEARCH EFFORT IN IMMUNOLOGY, MICROBIAL PATHOGENESIS AND TUMOR IMMUNOLOGY. THE MISSION OF THE JVC IS TO STRENGTHEN THE BASIC AND TRANSLATIONAL RESEARCH AT TJU IN VACCINOLOGY AND THERAPEUTICS BY ESTABLISHING CUTTING EDGE RESEARCH PROGRAMS IN VACCINOMICS AND BUILDING A NATIONALLY AND INTERNATIONALLY KNOWN CENTER OF EXCELLENCE. DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY: THE DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY, PART OF TJU'S DEPARTMENT OF PATHOLOGY, ANATOMY AND CELL BIOLOGY, PROVIDES AN INTERDISCIPLINARY BASE FOR RESEARCH AND EDUCATION IN THE RAPIDLY EVOLVING FIELDS OF INTEGRATIVE MODELING AND COMPUTATIONAL ANALYSIS OF THE DYNAMICS OF BIOLOGICAL SYSTEMS. THE INSTITUTE FOCUSES ON THE DEVELOPMENT OF MAMMALIAN SYSTEMS BIOLOGY TO STUDY THE MULTI-SCALE REGULATORY NETWORKS IN THE CONTEXT OF ADAPTATION IN CENTRAL AUTONOMIC CONTROL CIRCUITS, DYSFUNCTION OF CARDIO-RESPIRATORY REGULATION, ALCOHOLIC LIVER DISEASE AND LIVER REPAIR, AND STEM CELL DIFFERENTIATION. IN ORDER TO STUDY INTRA- AND INTER-CELLULAR NETWORKS, TJU EMPLOYS GENOMIC AND OTHER "OMIC" TECHNOLOGIES TO ACQUIRE DATASETS SUITABLE FOR ANALYSES TO IDENTIFY VARIABLES AND RELATIONSHIPS THAT PROVIDE A BASIS FOR MODELING AND SIMULATION OF MULTI-SCALE SYSTEM DYNAMICS. TJU DEVELOPS BIOINFORMATICS TOOLS TO IMPROVE THE ABILITY TO DERIVE NETWORKS, PATHWAYS AND RELATIONSHIPS SUBSERVING CELLULAR PROCESSES. TJU BRINGS PRINCIPLES OF CONTROL AND SYSTEMS THEORY AS WELL AS PROBABILISTIC/STATISTICAL TECHNIQUES TO BEAR ON THE ANALYSIS OF BIOLOGICAL PROCESSES. THE FUTURE ========== TJU'S FORWARD-LOOKING EDUCATIONAL PROGRAMS INCLUDE ITS INSTITUTE OF EMERGING HEALTH PROFESSIONS, WHICH PROVIDES INNOVATIVE AND UNIQUE EDUCATION AND TRAINING TO FILL FUTURE CAREER AND CERTIFICATION GAPS IN HEALTHCARE PRACTICE AND DELIVERY. IN A WORLD WHERE RAPID CHANGE IS THE NORM, EMPLOYERS ARE SEEKING GRADUATES WHO ARE READY FOR WHATS HAPPENING RIGHT NOW AND FOR WHAT WILL COME NEXT. TJU'S DISTINCTIVE, ACTIVE, COLLABORATIVE, REAL-WORLD APPROACH IS EXACTLY WHAT STUDENTS NEED TO GAIN THAT KIND OF COMPETITIVE ADVANTAGE. TJU WORKS TO CONNECT DISCIPLINES AND ESTABLISHES CREATIVE, COLLABORATIVE, REAL-WORLD LEARNING ENVIRONMENTS FOR ITS STUDENTS. BY WORKING ON TRANSDISCIPLINARY TEAMS AT TJU, STUDENTS GAIN A BROADER UNDERSTANDING OF DIFFERING PERSPECTIVES AND DEVELOP CRITICAL DECISION-MAKING SKILLS. BUILT FOR A FUTURE THAT HAS YET TO BE DEFINED, TJU IS CROSSING DISCIPLINES TO BRING UNRIVALED INNOVATION AND DISCOVERY TO HIGHER EDUCATION. THROUGH BOUNDARY-BREAKING COLLABORATION, RESEARCH AND HANDS-ON, EXPERIENTIAL LEARNING, TJU EQUIPS GRADUATES WITH LEADERSHIP AND ANALYTICAL SKILLS SHAPED FOR AN ACCELERATED JOB MARKET. TJU IS RESHAPING EDUCATION FOR THE 21ST CENTURY. TJU IS SIMILARLY FORWARD-LOOKING IN ITS RESEARCH PROGRAMS. THROUGH ITS JANE AND LEONARD KORMAN RESPIRATORY INSTITUTE JEFFERSON HEALTH & NATIONAL JEWISH HEALTH, TJU IS FOCUSED ON BASIC AND TRANSLATIONAL RESEARCH BY RECRUITING A LUNG BIOLOGIST WHOSE RESEARCH IS EXPECTED TO ENHANCE METHODS OF DETECTING AND TREATING A VARIETY OF LUNG DISEASES IN THE EXAM ROOM. IN ADDITION, A MEDICAL ONCOLOGIST WILL FOCUS ON BRINGING CLINICAL TRIALS AND THE NEWEST ADVANCES IN MOLECULAR THERAPEUTICS AND PERSONALIZED MEDICINE TO PATIENTS. AT THE FOREFRONT OF ACADEMIC MEDICINE, TJU IS USING ITS CENTER FOR TRANSLATIONAL MEDICINE TO CREATE A NEW CULTURE OF COLLABORATION AND COOPERATION BETWEEN BASIC SCIENCE INVESTIGATORS AND PHYSICIANS. THE CENTER BRIDGES BASIC SCIENTIFIC DISCOVERIES WITH PHYSICIANS' NEEDS FOR THEIR PATIENTS. THE CENTER EMPHASIZES CUTTING-EDGE BASIC MOLECULAR BIOMEDICAL RESEARCH AND ITS TRANSLATION INTO THE MOST EFFICIENT AND TAILORED FORMS OF DIAGNOSIS AND TREATMENT AS WELL AS MODES OF PREVENTION. TJU'S SIDNEY KIMMEL CANCER CENTER WORKS EVERY DAY TO ACHIEVE ITS MISSION OF IMPROVING LIVES OF CANCER PATIENTS AND THEIR FAMILIES THROUGH COMPASSION, INNOVATION AND BREAKTHROUGH DISCOVERIES. TO ACHIEVE THAT MISSION, THE CENTER WILL USE SCIENTIFIC DISCOVERIES AND ADVANCES IN CANCER DETECTION AND TREATMENT. ITS RESEARCHERS ARE COMMITTED TO TRANSLATING SCIENTIFIC FINDINGS INTO PROMISING TREATMENTS FOR ALL TYPES OF CANCER, INCLUDING LUNG CANCER, HEAD AND NECK SQUAMOUS CELL CARCINOMA, AND PROSTATE CANCER, WITH A FOCUS ON INCIDENCE AND MORTALITY IN TJU'S LOCAL CATCHMENT AREA AND BEYOND WITH AN EMPHASIS ON VULNERABLE POPULATIONS, INCLUDING AFRICAN AMERICAN AND GERIATRIC PATIENTS. THE CANCER CENTER'S BREAST CANCER PROGRAM IS COMMITTED TO DECREASING THE INCIDENCE AND MORBIDITY OF BREAST CANCER THROUGH DISCOVERY AND TRANSLATION INTO PRACTICE IN THE PHILADELPHIA AREA AND BEYOND. THE GASTROINTESTINAL CANCER PROGRAM IS IDENTIFYING, AT THE MOLECULAR LEVEL, THE UNDERLYING FORMATION OF CANCER AND ITS METASTASIS, AND TRANSLATING THESE COMPONENTS INTO NOVEL DIAGNOSTIC TOOLS ENABLING EARLY DETECTION, PROGNOSIS, PREDICTION, RISK-STRATIFICATION AND PREVENTION. ITS ADDITIONAL GOALS ARE TO EXPLOIT NOVEL MECHANISMS TO DEFINE MOLECULARLY TARGETED THERAPEUTICS FOR CANCER PREVENTION, TREATMENT AND CONTROL AND TO ADVANCE DIAGNOSTIC AND THERAPEUTIC MODALITIES INTO EVIDENCE-BASED PRACTICE FOR CANCER PREVENTION AND CONTROL. FINALLY, TJU'S CANCER CENTER IS IMPROVING POPULATION HEALTH ON A BROAD SCALE BY REDUCING CANCER BURDEN AND DISPARITIES THROUGH DISCOVERING, DEVELOPING, EVALUATING AND IMPLEMENTING EVIDENCE-BASED CARE TO BRING ABOUT HEALING WITH TAILORED, WHOLE-PERSON CARE.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	JEFFERSON ENTERPRISE ==================== WE ARE 34,500+ PEOPLE REIMAGINING HEALTH CARE, EDUCATION AND DISCOVERY. WE ARE MANY THINGS, BUT EVERY DAY ALL OF US ARE DEDICATED TO ONE THING: IMPROVING LIVES. 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 COVID-19 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. 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 - NORTHEAST AND KENNEDY. ADDITIONALLY, 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 IS AWAITING STATE AND FEDERAL GOVERNMENT APPROVALS. 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. OUR VALUES: THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE (1) PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY; (2) BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED; AND (3) DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY JEFFERSON UNIVERSITY HOSPITALS AND THOMAS JEFFERSON UNIVERSITY ARE PARTNERS IN PROVIDING EXCELLENT CLINICAL AND COMPASSIONATE CARE FOR OUR PATIENTS IN THE PHILADELPHIA REGION, EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES AND DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE. JEFFERSON RANKS AS 16TH BEST HOSPITAL ON U.S. NEWS & WORLD REPORT'S HONOR ROLL LIST. WE CONTINUE TO TOP THE LIST OF HOSPITALS IN PENNSYLVANIA (3RD) AND THE PHILADELPHIA METRO AREA (2ND) IN U.S. NEWS & WORLD REPORT'S ANNUAL LISTING OF THE BEST HOSPITALS AND SPECIALTIES. JEFFERSON ALSO STANDS OUT AS AMONG THE BEST IN 9 SPECIALTY AREAS: - ORTHOPEDICS - CANCER - EAR, NOSE & THROAT - GASTROENTEROLOGY & GI SURGERY- NEPHROLOGY - NEUROLOGY & NEUROSURGERY - OPHTHALMOLOGY - DIABETES & ENDOCRINOLOGY - GERIATRICS - PULMONOLOGY A DIFFERENT YEAR ---------------- COMING TOGETHER: OUR COVID RESPONSE INCLUDED PLANNING AND PREPARATION - EVEN BEFORE THE FIRST POSITIVE CASES OF COVID-19 SURFACED, JEFFERSON 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 UNPRECEDENTED 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. HEROES HONORING HEROES: NUMEROUS COMMUNITY MEMBERS HAVE STEPPED UP TO SUPPORT AND RECOGNIZE OUR HEROES ON THE FRONT LINE OF CARE. MUCH OF THAT SUPPORT HAS COME FROM FOLKS WHO ARE HEROES IN THEIR OWN RIGHT, INCLUDING NEARLY TWO DOZEN AREA POLICE, FIRE AND EMS UNITS. AMONG THE MANY TRIBUTES WAS A SPECIAL DISPLAY OF SUPPORT FROM FIRST RESPONDERS. AN ARRAY OF POLICE CARS, FIRETRUCKS, AND AMBULANCES SHOWED UP WITH LIGHTS AND SIRENS ON, TO LINE EMPLOYEE ENTRANCES AND HONOR OUR STAFF COMING AND GOING AT SHIFT CHANGES. IT WAS A MOVING AND MEANINGFUL SHOW OF SUPPORT FROM PROFESSIONALS WHO SHARE OUR COMMITMENT TO CARING FOR OTHERS. OUR WOMEN'S BOARD JOINED OTHERS TO CREATE AN IMPORTANT NEW INITIATIVE IN RESPONSE TO THE COVID-19 PANDEMIC CALLED "FEEDING THE FRONT LINES", THE PROGRAM BRINGS IN FOOD FROM AREA RESTAURANTS AND CATERERS TO FEED HEALTHCARE WORKERS THROUGHOUT OUR VARIOUS AH LOCATIONS. ALL OF THIS WAS COORDINATED WITH HOSPITAL STAFF TO COORDINATE MEAL DELIVERIES ON A DAILY BASIS FOR EMPLOYEES. WITH THE SUPPORT OF NUMEROUS LOCAL RESTAURANTS, BUSINESSES, NONPROFIT ORGANIZATIONS, AND COMMUNITY MEMBERS, "FEEDING THE FRONTLINES" HAS PROVIDED MORE THAN ONE HUNDRED MEALS A DAY DURING THE SHUTDOWN.
CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION.
CORE FORM, PART VI, SECTION A; QUESTION 2	IRA BRIND, ESQ., WILLIAM A. LANDMAN & ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP; JOHN P. SILVESTRI & JOSEPH MARESSA, JR. ESQ. - BUSINESS RELATIONSHIP; AND AUSTIN A. MEEHAN, III, PE & EDWARD MCKENNA, III - FAMILY RELATIONSHIP.
CORE FORM, PART VI, SECTION A; QUESTION 3	THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF 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. AS THE PARENT ORGANIZATION OF THE SYSTEM THOMAS JEFFERSON UNIVERSITY PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. THOMAS JEFFERSON UNIVERSITY ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, AND RECORDS REVENUE AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES.
CORE FORM, PART VI, SECTION B, QUESTION 11B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S GOVERNING BODY HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE SYSTEM'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS ("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 THEN PRESENTED TO THE ORGANIZATION'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/ CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEES PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEES DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTIONS OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19	THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J	CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J	CERTAIN INDIVIDUALS WERE REPORTED AS OFFICERS OR KEY EMPLOYEES ON THE ORGANIZATION'S PRIOR YEAR FORM 990, CORE FORM, PART VII AND SCHEDULE J, PART II. UPON A REVIEW OF THEIR RESPECTIVE DUTIES, ROLES AND RESPONSIBILITIES IT WAS DETERMINED THAT THESE INDIVIDUALS DO NOT SATISFY THE CRITERIA TO BE AN OFFICER OR KEY EMPLOYEE UNDER (1) FORM 990 RULES, REGULATIONS AND INSTRUCTIONS; (2) APPLICABLE STATE LAW; OR (3) THE ORGANIZATION'S GOVERNING DOCUMENTS. ACCORDINGLY, THESE INDIVIDUALS HAVE NOT BEEN INCLUDED ON THE ORGANIZATION'S 2019 FORM 990 AS EITHER AN OFFICER, KEY EMPLOYEE OR A FORMER OFFICER NOR SHOULD HAVE BEEN REPORTED ON PREVIOUS YEARS FORMS 990. IN ADDITION, CERTAIN INDIVIDUALS WERE REPORTED AS OFFICERS ON THE ORGANIZATION'S PRIOR YEAR FORM 990, CORE FORM, PART VII AND SCHEDULE J, PART II. UPON A REVIEW OF THEIR RESPECTIVE DUTIES, ROLES AND RESPONSIBILITIES IT WAS DETERMINED THAT THESE INDIVIDUALS DO NOT SATISFY THE CRITERIA TO BE AN OFFICER UNDER (1) FORM 990 RULES, REGULATIONS AND INSTRUCTIONS; (2) APPLICABLE STATE LAW; OR (3) THE ORGANIZATION'S BYLAWS. HOWEVER, IT WAS DETERMINED THAT THESE INDIVIDUALS SATISFY THE CRITERIA TO BE CLASSIFIED AS A KEY EMPLOYEE FOR FORM 990 REPORTING PURPOSES. ACCORDINGLY, THESE INDIVIDUALS HAVE BEEN INCLUDED ON THE ORGANIZATION'S 2019 FORM 990 AS A KEY EMPLOYEE. PRIOR YEARS FORMS 990 WERE NOT AMENDED WITH RESPECT TO THE RECLASSIFICATIONS OUTLINED ABOVE.
CORE FORM, PART VII AND SCHEDULE J	STEPHEN K. KLASKO, M.D., MBA AND BRUCE A. MEYER, M.D., MBA ARE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL TIME BASIS. DR. KLASKO AND DR. MEYER ARE EMPLOYED AND RECEIVE A FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). ACCORDINGLY, THIS ORGANIZATION FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO EACH INDIVIDUAL'S COMPENSATION IN EXCESS OF $1M. LAURENCE M. MERLIS AND KATHLEEN KINSLOW, CRNA, MBA ARE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL TIME BASIS. MR. MERLIS AND MS. KINSLOW ARE EMPLOYED AND RECEIVE A FORM W-2 FROM THIS ORGANIZATION AND A RELATED ORGANIZATION. THE COMPENSATION RECEIVED FROM A RELATED ORGANIZATION FOR THESE INDIVIDUALS IS AS A RESULT OF THEIR 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. ACCORDINGLY, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THEREFORE, THIS ORGANIZATION FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO EACH INDIVIDUAL'S COMPENSATION IN EXCESS OF $1M. MICHAEL B. WALSH IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL TIME BASIS. ALTHOUGH MR. WALSH RECEIVES A FORM W-2 FROM ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152), HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THIS ORGANIZATION FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. WALSH'S COMPENSATION IN EXCESS OF $1M. PETER L. DEANGELIS, JR., JEFFREY STEVENS, ELIZABETH DALE, ED.D., MPA, MARK L. TYKOCINSKI, M.D., CRISTINA G. CAVALIERI, ESQ., KATHLEEN GALLAGHER, JOHN C. EKARIUS AND STEPHANIE CONNERS, MBA, BSN, RN, ARE ALL EMPLOYED BY THE ORGANIZATION. ACCORDINGLY, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2019 FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THEIR COMPENSATION IN EXCESS OF $1M BECAUSE THESE INDIVIDUALS WERE NOT COVERED EMPLOYEES OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAXES AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. JAMES S. HARROP, M.D., ROBERT H. ROSENWASSER, M.D., JACK JALLO, M.D., AND SRINIVAS PRASAD, M.D. ARE INCLUDED WITHIN THE ORGANIZATION'S FORM 990, PART VII. THESE INDIVIDUALS PROVIDE LICENSED MEDICAL SERVICES, AS WELL AS, NON-CLINICAL SERVICES AND ARE EMPLOYED BY THIS ORGANIZATION AS WELL AS, A RELATED ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. DURING 2019, THEIR EMPLOYERS WERE NOT REQUIRED TO FILE A FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THESE INDIVIDUALS BECAUSE THE PORTION OF THEIR COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAXES AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960.
CORE FORM, PART VII, SECTION A, COLUMN B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; LINE 13 & SCHEDULE R, PART I	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. THOMAS JEFFERSON UNIVERSITY ("TJU") UTILIZES SEVERAL SINGLE MEMBER LIMITED LIABILITY COMPANIES ("LLC'S") TO HOLD, MANAGE AND INVEST ALL OF THE SYSTEMS INVESTMENTS THROUGH A POOLED INCOME APPROACH. THE ASSETS AND INCOME REPORTED ON SCHEDULE R PART I OF THIS FORM 990 FOR THESE LLCS REPRESENTS TOTAL ASSETS AND INCOME FOR ALL ENTITIES IN THE POOLED INCOME FUNDS AND INVESTMENTS. AT YEAR-END TJU ALLOCATES A PERCENTAGE OF THE ASSETS OF THESE LLCS TO ITS RELATED ENTITIES WHICH RECORDS THE RESPECTIVE VALUES ON THEIR BALANCE SHEETS AT YEAR-END. THUS TJUS YEAR-END ASSETS ON ITS BALANCE SHEET IS LOWER THAN THE TOTAL ASSETS REPORTED ON SCHEDULE R, PART I.
CORE FORM, PART X; LINE 25	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A, - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - JEFFERSON HEALTH - NORTHEAST SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH SYSTEM, INC., EIN: 22-2442036 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED ON THIS ORGANIZATION'S FEDERAL FORM 990, SCHEDULE K.
CORE FORM, PART XI; QUESTION 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS - $30,217,996; - CHANGE IN INTEREST RATE SWAP CONTRACTS - ($16,659,872); - RECLASSIFICATION OF NET ASSETS - ($815,500); - NET ASSETS RELEASED FROM RESTRICTION USED FOR PURCHASE OF PP&E - $2,858,141; - CHANGE IN NET PENSION LIABILITY - ($111,871,102); - DISTRIBUTIONS TO NON-CONTROLLING INTERESTS - ($509); - JEFFCARE ALLIANCE, LLC BEGINNING NET ASSET TRANSFER - ($18,594,763); - OTHER CHANGES IN UNRESTRICTED NET ASSETS - ($25,000); - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - ($1,199,379); - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($33,076,111); - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - ($73,367); - RECLASSIFICATION OF NET ASSETS (DONOR RESTRICTED) - $615,500; - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - $512,000.
CORE FORM, PART XII; QUESTION 2	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. 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. THE ORGANIZATION'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART XII; QUESTION 3	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.
FORM 990 PART IX LINE 11G	DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:98259095
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING SERVICES TOTAL FEES:63648910
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:5756494
FORM 990 PART IX LINE 11G	DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:3912739
FORM 990 PART IX LINE 11G	DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:11270004
FORM 990 PART IX LINE 11G	DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:3903
FORM 990 PART IX LINE 11G	DESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:13469

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:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

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

Attach to Form 990.
MediumBullet

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

OMB No. 1545-0047

2019

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) 925 WALNUT HOLDING LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 81-3840390	REAL ESTATE	PA	1,151,569	42,481,286	TJU
(2) TJU FAIRWATER LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 47-3445382	INVESTMENTS	NY	0	0	TJU
(3) JEFFERSON HORIZON RESEARCH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 83-2402762	RESEARCH	PA	9,895	101,215	TJU
(4) JEFFCARE ALLIANCE LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 47-3231121	HEALTHCARE	PA	0	51,644	TJU
(5) TJ-NONQUALIFIED LLC 1209 ORANGE STREET WILMINGTON,DE19801 82-4360991	INVESTMENTS	DE	36,736,000	2,451,745,000	TJU
(6) JEFFPM LLC 1301 SECOND AVENUE SEATTLE,WA98101 23-1352651	INVESTMENTS	DE	1,282,428	160,568,656	TJU
(7) JEFFALTS LLC 1301 2ND AVENUE SEATTLE,WA98101 23-1352651	INVESTMENTS	DE	278,867	44,481,824	TJU

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 26-3026795	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	TJU	Yes
(2)THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2829095	HEALTH SVCS.	PA	501(C)(3)	HOSPITAL	TJUH SYSTEM		No
(3)JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2809585	HEALTH SVCS.	PA	501(C)(3)	509(A)(3)	TJUH SYSTEM		No
(4)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 46-4855345	HEALTH SVCS.	NJ	501(C)(3)	509(A)(3)	JUP		No
(5)JEFFERSON PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-3026939	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	TJUH SYSTEM		No
(6)JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2858320	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	JPS		No
(7)METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2678055	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	TJUH SYSTEM		No
(8)METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-3537847	HEALTH SVCS.	NJ	501(c)(3)	509(A)(2)	MAHC		No
(9)JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2622009	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	TJUH SYSTEM		No
(10)EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2622004	HEALTH SVCS.	PA	501(c)(3)	509(A)(2)	JEFFEX INC		No
(11)WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2622006	HEALTH SVCS.	PA	501(c)(3)	509(A)(2)	JEFFEX INC		No
(12)SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2214351	REAL ESTATE	PA	501(c)(2)		JEFFEX INC		No
(13)ABINGTON HEALTH 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 27-1243803	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	TJU	Yes
(14)ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1352152	HEALTH SVCS.	PA	501(c)(3)	HOSPITAL	AH		No
(15)LANSDALE HOSPITAL CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 26-3359979	HEALTH SVCS.	PA	501(c)(3)	HOSPITAL	AH		No
(16)ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2188052	FUNDRAISING	PA	501(C)(3)	509(A)(1)	AH		No
(17)JEFFERSON HEALTH - NORTHEAST SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2239131	HEALTH SVCS.	PA	501(C)(3)	509(A)(3)	TJU	Yes
(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	Yes
(23)KENNEDY HEALTH SYSTEM INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2442036	HEALTH SVCS.	NJ	501(C)(3)	509(A)(1)	TJU	Yes
(24)KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-1773439	HEALTH SVCS.	NJ	501(C)(3)	HOSPITAL	KHS		No
(25)KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 80-0550282	FUNDRAISING	NJ	501(C)(3)	509(A)(1)	KHS		No
(26)KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2442034	REAL ESTATE	NJ	501(C)(3)	509(A)(3)	KHS		No
(27)STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2443981	HEALTH SVCS.	NJ	501(C)(3)	509(A)(2)	KHS		No
(28)KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2442032	HEALTH SVCS.	NJ	501(C)(3)	509(A)(3)	KHS		No
(29)KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 46-1420853	HEALTH SVCS.	NJ	501(C)(3)	509(A)(2)	KHS		No
(30)MAGEE REHABILITATION HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1476328	HEALTH SVCS.	PA	501(C)(3)	HOSPITAL	TJU	Yes

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

Cat. No. 50135Y

Schedule R (Form 990) 2019

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No
(1) 1100 WALNUT ASSOC 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	TJU	RELATED	4,766,441	14,659,422		No	0	Yes		70.982 %
(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?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets		Yes	No
(1) TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2146678	REAL ESTATE	PA	TJU	C CORP.	892,158	95,886	100.000 %	Yes
(2) WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2332416	REAL ESTATE	PA	TJU	C CORP.	9,012	0	100.000 %	Yes
(3) ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2075587	HEALTH SVCS.	PA	TJU	C CORP.	1,611,111	3,991,962	100.000 %	Yes
(4) HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2259593	HEALTH SVCS.	PA	TJU	C CORP.	0	0	100.000 %	Yes
(5) JEFFERSON ACUTE CARE PHYSICIANS PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 47-2639286	HEALTH SVCS.	PA	TJU	C CORP.	2,114,374	0	100.000 %	Yes
(6) JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2830152	HEALTH SVCS.	PA	TJU	C CORP.	271,460	126,247	100.000 %	Yes
(7) MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2922471	INACTIVE	PA	TJU	C CORP.	0	0	100.000 %	Yes
(8) MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-3536371	INACTIVE	NJ	TJU	C CORP.	0	0	100.000 %	Yes
(9) JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 37-1856786	INACTIVE	CA	TJU	C CORP.	0	0	100.000 %	Yes
(10) 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 84-1657497	REAL ESTATE	PA	TJU	S CORP.	59,071	10,965,450	100.000 %	Yes
(11) SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2218944	HOLDING CO.	DE	TJU	C CORP.	117,895	10,483,097	100.000 %	Yes
(12) TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2197865	REAL ESTATE	PA	TJU	C CORP.	4,231,822	21,500,583	100.000 %	Yes
(13) HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 20-0214524	HEALTH SVCS.	PA	TJU	C CORP.	1,259,893	1,439,038	100.000 %	Yes
(14) KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-3347294	MANAGEMENT	NJ	TJU	C CORP.	366,571	791,149	100.000 %	Yes
(15) PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2559690	COLLECTION SVCS	NJ	TJU	C CORP.	4,116,584	3,532,346	100.000 %	Yes
(16) KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 47-2661672	INVESTMENTS	NJ	TJU	C CORP.	510,060	469,447	100.000 %	Yes
(17) JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 84-1980055	HEALTH SVCS	NJ	TJU	C CORP	529,488	520,380	100.000 %	Yes

Schedule R (Form 990) 2019

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

Yes

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

Yes

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

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

Yes

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

Yes

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

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

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

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

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

Yes

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

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

Yes

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

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

Yes

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

Yes

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

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

Yes

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

Yes

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

Yes

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2019

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No

Schedule R (Form 990) 2019

Page 5

Part VII

Supplemental Information

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

Return Reference

Explanation

SCHEDULE R, PART V

THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. 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. THE SYSTEM'S 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

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	28
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	24
5	Total number of individuals employed in calendar year 2019 (Part V, line 2a) ......	5	6,032
6	Total number of volunteers (estimate if necessary) .............	6	2,114
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	2,451,121
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	1,253,070

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	54,536,876	29,389,665
9	Program service revenue (Part VIII, line 2g) .........	801,238,963	1,030,032,450
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	15,139,037	21,376,635
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	10,457,350	8,691,038
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	881,372,226	1,089,489,788
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	28,570,686	30,930,807
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)	463,336,669	555,909,160
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 15,943,670
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	369,892,628	514,559,134
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	861,799,983	1,101,399,101
19	Revenue less expenses. Subtract line 18 from line 12.......	19,572,243	-11,909,313
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	3,323,829,633	3,573,425,169
21	Total liabilities (Part X, line 26).............	2,615,740,015	3,009,849,455
22	Net assets or fund balances. Subtract line 21 from line 20.....	708,089,618	563,575,714

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,052,181,661 including grants of $ 30,930,807 ) (Revenue $ 1,032,424,500 )
	EXPENSES INCURRED IN FUNCTIONING AS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY, AS WELL AS, THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. ADDITIONALLY, THIS ORGANIZATION SERVES AS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATIONS COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,052,181,661

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	25,989,653	9,713,538	8,626,222

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	1,756,083
d	Related organizations		1d	124,846
e	Government grants (contributions)		1e	3,942,802

f	All other contributions, gifts, grants, and similar amounts not included above		1f	23,565,934

g	Noncash contributions included in lines 1a - 1f:$		1g	261,461

h Total. Add lines 1a-1f.......		29,389,665

		Business Code
2a	EDUCATION	611300	283,403,862	283,403,862
b	ACADEMIC RESEARCH	547712	94,521,894	94,521,894
c	RENTAL INCOME FROM AFFILIATES	351190	2,161,925	2,102,854	59,071
d	PROGRAM SERVICE RELATED REVENUE	611300	649,944,769	649,944,769
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,030,032,450

3 Investment income (including dividends, interest, and othersimilar amounts) ......			388,540			388,540
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
		(ii) Personal	(i) Real
6a	Gross rents		2,614,070	6a
b	Less: rental expenses		2,135,716	6b
c	Rental income or (loss)	0	478,354	6c
d	Net rental income or (loss).......			478,354			478,354
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		21,048,399	7a
b	Less: cost or other basis and sales expenses	60,304		7b
c	Gain or (loss)	-60,304	21,048,399	7c
d	Net gain or (loss).........			20,988,095		1,084,089	19,904,006
8a	Gross income from fundraising events (not including $ 1,756,083of contributions reported on line 1c). See Part IV, line 18 ....
			8a	795,354
b	Less: direct expenses ...		8b	795,354
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0
Business Code			Miscellaneous Revenue
11a	PARKING		541800	8,212,684		1,307,961	6,904,723
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			8,212,684
12	Total revenue. See instructions.....			1,089,489,788	1,029,973,379	2,451,121	27,675,623

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	9,212,421	9,212,421
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	20,483,548	20,483,548
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	1,234,838	1,234,838
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	30,158,528	30,158,528
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........	428,797,359	408,027,411	10,783,990	9,985,958
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	18,523,282	18,515,194	8,088
9	Other employee benefits .......	46,691,820	42,959,971	1,664,792	2,067,057
10	Payroll taxes ...........	31,738,171	30,467,344	680,301	590,526
11	Fees for services (non-employees):
a	Management ......	949,125	949,125
b	Legal .........	20,091,192	18,900,459	1,190,733
c	Accounting ...........	2,304,643	2,172,204	132,439
d	Lobbying ...........	817,434	817,434
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	10,830,759	10,830,759
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	182,864,614	170,700,398	11,259,426	904,790
12	Advertising and promotion ....	15,626,106	14,589,476	1,007,110	29,520
13	Office expenses .......	23,353,872	21,967,719	598,262	787,891
14	Information technology ......	77,409,563	73,727,359	3,262,987	419,217
15	Royalties ..	0
16	Occupancy ...........	39,670,677	38,653,480	444,371	572,826
17	Travel ............	14,750,795	14,602,161		148,634
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	1,985,090	1,936,115	35,937	13,038
20	Interest ...........	11,056,332	11,030,923	25,409
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	30,031,315	30,025,579	5,736
23	Insurance ...	889,075	888,944	131
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	REPAIRS & MAINTENANCE	21,384,023	20,197,372	1,186,469	182
b	RESEARCH SUPPLIES	15,337,133	15,337,133		0
c	DUES & SUBSCRIPTIONS	14,168,278	13,667,583	442,891	57,804
d	MEDICAL SUPPLIES	13,538,609	13,189,628	344,432	4,549
e	All other expenses	17,500,499	16,938,555	200,266	361,678
25	Total functional expenses. Add lines 1 through 24e	1,101,399,101	1,052,181,661	33,273,770	15,943,670
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			0	1	0
2	Savings and temporary cash investments .........			295,151,155	2	618,168,066
3	Pledges and grants receivable, net ......			112,384,000	3	98,470,898
4	Accounts receivable, net .............			14,846,895	4	36,745,726
5	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				300,000	5	300,000
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			23,033,436	7	20,982,548
8	Inventories for sale or use ............			1,956,857	8	1,238,678
9	Prepaid expenses and deferred charges ......			26,234,412	9	47,463,510
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,036,222,038
b	Less: accumulated depreciation	10b	536,512,257	446,803,038	10c	499,709,781
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 ..			731,664,945	13	926,420,828
14	Intangible assets ...............			6,060,343	14	5,852,675
15	Other assets. See Part IV, line 11 ...........			1,665,394,552	15	1,318,072,459
16	Total assets. Add lines 1 through 15 (must equal line 33)...			3,323,829,633	16	3,573,425,169

17	Accounts payable and accrued expenses .....	252,554,090	17	218,683,571
18	Grants payable ...	0	18	0
19	Deferred revenue .........	20,125,933	19	46,406,338
20	Tax-exempt bond liabilities .........	2,096,631,858	20	2,072,646,278
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 ..	57,206	23	260,787,355
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	246,370,928	25	411,325,913
26	Total liabilities. Add lines 17 through 25..	2,615,740,015	26	3,009,849,455

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	229,884,950	27	87,978,542
28	Net assets with donor restrictions ...........	478,204,668	28	475,597,172
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	708,089,618	32	563,575,714
33	Total liabilities and net assets/fund balances ........	3,323,829,633	33	3,573,425,169

1	Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
3	Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
4	Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .	Yes	No
5	Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
6	Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No