Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
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MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023
BCheck if applicable:
CName of organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
% RONALD C KELLER CPA
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
5501 OLD YORK ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19141
D Employer identification number

46-5338502
E Telephone number

G Gross receipts $ 1,558,610,645
F Name and address of principal officer:
DIXIEANNE P JAMES
5501 OLD YORK ROAD
PHILADELPHIA,PA19141
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.jeffersonhealth.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number MediumBullet5949
K Form of organization:  
L Year of formation:  
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: THE MISSION OF THE ORGANIZATION IS THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 69
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 46
5 Total number of individuals employed in calendar year 2021 (Part V, line 2a) ...... 5 10,158
6 Total number of volunteers (estimate if necessary) ............. 6 46
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 30,655,706 34,488,365
9 Program service revenue (Part VIII, line 2g) ......... 1,386,784,173 1,377,071,623
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 54,602,961 141,844,844
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 2,216,369 5,186,263
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,474,259,209 1,558,591,095
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
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) 783,428,933 938,837,844
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,368,781    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 651,052,800 635,613,547
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,434,481,733 1,574,451,391
19 Revenue less expenses. Subtract line 18 from line 12....... 39,777,476 -15,860,296
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,616,575,700 1,589,913,852
21 Total liabilities (Part X, line 26)............. 1,033,527,799 989,649,697
22 Net assets or fund balances. Subtract line 21 from line 20..... 583,047,901 600,264,155
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2021)
Form 990 (2021)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: AEHN GROUP IS LICENSED TO OPERATE 721 ACUTE CARE BEDS. TERTIARY CARE IS PROVIDED THROUGH THREE LOCATIONS, ITS MAIN CAMPUS IN NORTH PHILADELPHIA, ITS CAMPUS AT ELKINS PARK AND ITS CAMPUS AT MONTGOMERY COUNTY. IN ADDITION, ITS MAIN CAMPUS OPERATES A 24-HOUR LEVEL I TRAUMA CENTER WITH AN OPEN ADMISSIONS POLICY PROVIDING EMERGENCY SERVICES TO THE COMMUNITY. AEHN GROUP PROVIDES HEALTH AND HEALING SERVICES TO THE COMMUNITIES IT SERVES AND TRAINS PHYSICIANS TO BE ACCOMPLISHED LEADERS THROUGH SCHOLARLY ACTIVITY, EXCELLENCE IN TEACHING, AND PARTICIPATION IN RESEARCH. AEHN GROUP IS LICENSED TO OPERATE 197 REHABILITATION BEDS. REHABILITATION SERVICES ARE PROVIDED IN A 17-BED SETTING ON ITS MAIN CAMPUS AND 50-BED SETTING AT FOUR OTHER HOSPITALS AND IN A 130-BED SETTING AT THE ELKINS PARK LOCATION. AEHN GROUP OPERATES AND MAINTAINS HOSPITALS AND CLINICAL FACILITIES FOR THE STUDY, DIAGNOSIS, CARE, TREATMENT, AND REHABILITATION OF PERSONS WITH MENTAL OR EMOTIONAL DISORDERS. AEHN GROUP PROVIDES EDUCAT
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,346,276,645 including grants of $ 0 ) (Revenue $ 1,377,071,623 )
EXPENSES INCURRED IN PROVIDING EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet1,346,276,645
Form 990 (2021)
Form 990 (2021)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....Click to see attachment
List of Attached Documents:
// Content
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
List of Attached Documents:
// Content
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
List of Attached Documents:
// Content
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2021)
Form 990 (2021)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
List of Attached Documents:
// Content
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................Click to see attachment
List of Attached Documents:
// Content
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
List of Attached Documents:
// Content
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
431
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2021)
Form 990 (2021)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
10,158
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. See instructions.
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
69
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
46
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
Yes
 
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
AL , AK , AZ , AR , CA , CO , CT , DC , GA , IL , KS , KY , ME , MD , MA , MI , MN , MS , MO , NH , NJ , NM , NY , NC , ND , OH , OK , OR , PA , RI , SC , TN , UT , VA , WA , WV , WI
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletRONALD C KELLER CPA1101 MARKET STREET STE 2004   PHILADELPHIA,PA19107 (215) 503-8344
Form 990 (2021)
Form 990 (2021)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

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

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

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARK KOTAPKA MD......................................................................
CHAIR NEUROSURGERY
55.0
.................
0.0
        X   1,483,904 0 33,942
(2) KENNETH D LEVITAN......................................................................
TRUSTEE - PRES. (TERM 3/23)
55.0
.................
0.0
X   X       1,374,377 0 65,575
(3) PATRICK COOPER MD......................................................................
NEUROSURGEON
55.0
.................
0.0
        X   1,155,359 0 15,405
(4) RADI ZAKI MD......................................................................
CHAIR SURGERY GENERAL
55.0
.................
0.0
        X   1,120,314 0 46,982
(5) JAMES RAPHAEL MD......................................................................
CHAIR ORTHOPEDIC SURGERY
55.0
.................
0.0
        X   1,086,610 0 63,385
(6) SUMEET MAINIGI MD......................................................................
CHAIR CARDIOLOGY
55.0
.................
0.0
        X   1,122,946 0 10,634
(7) CYNTHIA M DEGRANDPRE......................................................................
VP HEALTH SVCS-AEMC(TERM 7/22)
55.0
.................
0.0
      X     978,930 0 25,202
(8) GERARD F BLANEY......................................................................
TRUSTEE - CFO (TERM 3/23)
55.0
.................
0.0
X   X       908,268 0 49,650
(9) ALBERTO ESQUENAZI MD......................................................................
TRUSTEE
55.0
.................
0.0
X           822,349 0 86,418
(10) PENNY J REZET ESQ......................................................................
CHIEF LEGAL OFF-SEC(TERM 4/23)
55.0
.................
0.0
    X       872,554 0 24,625
(11) BETH DUFFY......................................................................
PRESIDENT EMCM
55.0
.................
0.0
    X       794,185 0 69,832
(12) STEVEN L SIVAK MD......................................................................
TRUSTEE-CMO/PRES. EPP & FPS
55.0
.................
0.0
X   X       823,327 0 31,839
(13) RICHARD H FINE MD......................................................................
TRUSTEE - SURGERY CHAIRMAN
55.0
.................
0.0
X           775,117 0 38,477
(14) DAVID M JASPAN DO......................................................................
TRUSTEE
55.0
.................
0.0
X           775,087 0 28,519
(15) DIXIEANNE P JAMES......................................................................
TRUSTEE - PRES. CENTRAL REGION
55.0
.................
0.0
X   X       767,217 0 16,930
(16) ROHIT GULATI MD......................................................................
TRUSTEE - EVP & CMO
55.0
.................
0.0
X   X       711,346 0 7,829
(17) JAY STRAIN MD......................................................................
TRUSTEE
55.0
.................
0.0
X           534,016 0 47,923
Form 990 (2021)
Form 990 (2021)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) GINA MARONE........................................................................
CHIEF NURSE EXECUTIVE - AEMC
55.0
.......................0.0
      X     533,221 0 7,400
(19) WYATT WALTER........................................................................
TRUSTEE - VP
55.0
.......................0.0
X           491,541 0 42,678
(20) ANNMARIE PAPA........................................................................
VP NURSING - EMCM
55.0
.......................0.0
      X     449,051 0 42,413
(21) ANGELA NICHOLAS MD........................................................................
TRUSTEE - CMO FPS
55.0
.......................0.0
X   X       421,891 0 36,107
(22) MAUREEN JORDAN........................................................................
VP HEALTHCARE SERVICES - AEMC
55.0
.......................0.0
      X     409,874 0 18,785
(23) JAY D'LUGIN........................................................................
VP & CMIO
55.0
.......................0.0
      X     413,143 0 13,458
(24) THOMAS J SMITH........................................................................
COO - MOSS
55.0
.......................0.0
      X     333,659 0 44,377
(25) CHRISTOPHER SCAVEN........................................................................
MEDICAL DIRECTOR-ECHA
55.0
.......................0.0
      X     339,426 0 26,810
(26) DEBORAH PIERCE DO........................................................................
TRUSTEE (TERMED)
55.0
.......................0.0
X           332,385 0 26,522
(27) MICHAEL GEORGE........................................................................
VP HEALTH SVCS-PROF FUND MGT.
55.0
.......................0.0
      X     330,402 0 20,973
(28) DORLYN LAW........................................................................
VP HEALTH SVCS-PROF FUND MGT.
55.0
.......................0.0
      X     310,911 0 33,696
(29) MARIA MCCALL........................................................................
VP HEALTHCARE SERVICES
55.0
.......................0.0
      X     309,143 0 27,629
(30) PATRICIA MODAFFERI........................................................................
VP HEALTHCARE SERVICES - EMCM
55.0
.......................0.0
      X     277,600 0 28,979
(31) BRUCE MENKOWITZ MD........................................................................
TRUSTEE
5.0
.......................0.0
X           226,089 0 23,789
(32) JANIS RUBIN MD........................................................................
TRUSTEE
5.0
.......................0.0
X           6,792 0 1,610
(33) LEWIS I GANTMAN ESQ........................................................................
CHAIR - TRUSTEE
5.0
.......................0.0
X   X       0 0 0
(34) CAROLE S BEN-MAIMON MD........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(35) STEVEN BERK ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(36) SUSAN KLINE KLEHR........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(37) JOHN P KORMAN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(38) ELLEN KRAFTSOW-KOGAN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(39) MATHEW S LEVITTIES........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(40) ROBERT J LIPSTEIN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(41) ERIC RAYMOND........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(42) LAWRENCE S REICHLIN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(43) MADALYN ROVINSKY........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(44) GREGORY H STEIN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(45) SHANNON CZINCILA........................................................................
TRUSTEE (TERMED)
5.0
.......................0.0
X           0 0 0
(46) PAUL H WEISS ESQ........................................................................
TRUSTEE (TERMED)
5.0
.......................0.0
X           0 0 0
(47) MARINA KATS ESQ........................................................................
CHAIR - TRUSTEE
5.0
.......................0.0
X   X       0 0 0
(48) BARBARA E BLACK........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(49) JOANNE FISHMAN ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(50) DEBRA HOLLANDER........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(51) JUDITH K TRICHON........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(52) MINA P FADER........................................................................
TRUSTEE (TERMED)
5.0
.......................0.0
X           0 0 0
(53) GEOFFREY M DUFFINE ESQ........................................................................
CHAIR - TRUSTEE
5.0
.......................0.0
X   X       0 0 0
(54) JOHN E F CORSON........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(55) ALISON KORMAN FELDMAN........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(56) RICHARD C SHEERR........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(57) ANTHONY R SHERR ESQ........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(58) RICHARD A WOLFSON........................................................................
TRUSTEE
5.0
.......................0.0
X           0 0 0
(59) JILL POWELL........................................................................
TRUSTEE (TERMED)
5.0
.......................0.0
X           0 0 0
(60) CRISTINA G CAVALIERI ESQ........................................................................
SECRETARY
60.0
.......................0.0
    X       0 0 0
(61) JOHN P MORDACH........................................................................
TREASURER
60.0
.......................0.0
    X       0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 19,497,712 0 895,195
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet1,973
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
GENERAL HEALTHCARE RESOURCES INC,
2250 HICKORY ROAD SUITE 240
PLYMOUTH MEETING,PA19462
STAFFING 23,218,251
CERNER CORPORATION,
PO BOX 412702
KANSAS CITY,MO641412702
IT 16,867,846
MAGNIT APC LLC,
999 STEWART AVENUE SUITE 100
BETHPAGE,NY11714
IT 8,777,383
GIFT OF LIFE DONOR PROGRAM,
401 N 3RD ST
PHILADELPHIA,PA19123
OPO IMPORT 4,300,724
ARAMAK HEALTHCARE SUPPORT SERVICES,
25271 NETWORK PLACE
CHICAGO,IL606731252
FACILITY MANAGEMENT 3,727,140
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet143
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 40,055
d Related organizations1d 644,810
e Government grants (contributions)1e 17,896,514
f All other contributions, gifts, grants, and similar amounts not included above1f 15,906,986
g Noncash contributions included in lines 1a - 1f:$ 1g 71,080
h Total. Add lines 1a-1f.......MediumBullet 34,488,365
 Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 622110 1,340,563,460 1,340,563,460    
b OTHER HEALTHCARE RELATED REVENUE 622110 33,768,599 33,768,599    
c TUITION & EDUCATION 611310 1,796,225 1,796,225    
d RENTAL INCOME FROM AFFILIATES 531190 943,339 943,339    
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....MediumBullet 1,377,071,623
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 133,118,731     133,118,731
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   270,417 6a
b Less: rental expenses     6b
c Rental income or (loss) 0 270,417 6c
d Net rental income or (loss).......MediumBullet 270,417     270,417
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory 8,726,488   7a
b Less: cost or other basis and sales expenses   375 7b
c Gain or (loss) 8,726,488 -375 7c
d Net gain or (loss).........MediumBullet 8,726,113     8,726,113
8a Gross income from fundraising events (not including $ 40,055of contributions reported on line 1c). See Part IV, line 18 ....
8a 19,175
b Less: direct expenses ... 8b 19,175
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities..MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a CAFETERIA 722514 4,549,384     4,549,384
b PARKING 812930 366,462     366,462
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 4,915,846
12 Total revenue. See instructions.....MediumBullet 1,558,591,095 1,377,071,623   147,031,107
Form 990 (2021)
Form 990 (2021)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 16,209,946 16,209,946    
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........ 745,017,209 648,204,548 93,456,779 3,355,882
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 39,802,925 36,063,759 3,739,166  
9 Other employee benefits ....... 88,220,816 79,995,314 8,225,502  
10 Payroll taxes ........... 49,586,948 44,984,643 4,602,305  
11 Fees for services (non-employees):        
a Management ...... 222,529 158,461 64,068  
b Legal ......... 2,267,242 -462,639 2,729,881  
c Accounting ........... 385,119 6,412 378,707  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 80,954 80,954    
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 182,272,352 128,586,205 53,581,889 104,258
12 Advertising and promotion .... 6,588,775 87,337 6,501,064 374
13 Office expenses ....... 12,114,015 6,788,401 5,070,232 255,382
14 Information technology ...... 24,620,070 3,256,038 21,263,372 100,660
15 Royalties .. 0      
16 Occupancy ........... 22,362,170 18,111,915 4,249,543 712
17 Travel ............ 2,942,335 1,910,425 983,532 48,378
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 640,914 446,355 192,806 1,753
20 Interest ........... 18,458,794 17,103,022 1,355,772  
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 60,713,212 60,411,303 301,909  
23 Insurance ... 41,554,217 41,546,933 7,284  
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 MEDICAL SUPPLIES 196,876,728 196,240,975 635,753  
b MA TAX ASSESSMENT 37,649,762 37,649,762    
c REPAIRS & MAINTENANCE 18,675,754 5,864,740 12,815,221 -4,207
d FEES & LICENSES 3,308,748 2,463,237 839,515 5,996
e All other expenses 3,879,857 568,599 2,811,665 499,593
25 Total functional expenses. Add lines 1 through 24e 1,574,451,391 1,346,276,645 223,805,965 4,368,781
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2021)
Form 990 (2021)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 137,211,109 1 26,719
2 Savings and temporary cash investments ......... 71,286,692 2 0
3 Pledges and grants receivable, net ...... 5,000,000 3 10,993,749
4 Accounts receivable, net ............. 152,953,416 4 151,823,686
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 25,295,720 8 25,879,635
9 Prepaid expenses and deferred charges ...... 10,907,630 9 7,109,600
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 755,739,659
b Less: accumulated depreciation 10b 102,820,422 667,522,593 10c 652,919,237
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 .. 388,500,778 13 470,937,690
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 157,897,762 15 270,223,536
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,616,575,700 16 1,589,913,852
Liabilities 17 Accounts payable and accrued expenses ..... 301,736,324 17 391,836,133
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 4,076,110 19 7,680,291
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 3,579,733 23 3,446,868
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 724,135,632 25 586,686,405
26 Total liabilities. Add lines 17 through 25.. 1,033,527,799 26 989,649,697
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 443,931,798 27 453,080,666
28 Net assets with donor restrictions ........... 139,116,103 28 147,183,489
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 583,047,901 32 600,264,155
33 Total liabilities and net assets/fund balances ........ 1,616,575,700 33 1,589,913,852
Form 990 (2021)
Form 990 (2021)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
1,558,591,095
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,574,451,391
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-15,860,296
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
583,047,901
5
Net unrealized gains (losses) on investments ...............
5
17,499,699
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
15,576,851
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
600,264,155
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2021)
Form 990 (2021)
Additional Data


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

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public
Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................3
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) ALBERT EINSTEIN MEDICAL CENTER
 
231396794 3 Yes   0 0
(B) BCCT OVER CORP
 
231352200 3 Yes   0 0
(C) EINSTEIN MEDICAL CENTER MONTGOMERY
 
204193243 3 Yes   0 0
Total
3
0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
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) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2022. 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
b
33 1/3% support test—2021. 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—2022. 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
b
10%-facts-and-circumstances test—2021. 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
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2018 (b) 2019 (c) 2020 (d) 2021 (e) 2022 (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 on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 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
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2022. 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
b
33 1/3% support tests—2021. 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
20
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) 2022

Schedule A (Form 990) 2022
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
No
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
No
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
No
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
No
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
No
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1 0  
2 Recoveries of prior-year distributions 2 0  
3 Other gross income (see instructions) 3 0  
4 Add lines 1 through 3 4 0  
5 Depreciation and depletion 5 0  
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 0  
7 Other expenses (see instructions) 7 0  
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 0  
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 0  
b Average monthly cash balances 1b 0  
c Fair market value of other non-exempt-use assets 1c 0  
d Total (add lines 1a, 1b, and 1c) 1d 0  
e Discount claimed for blockage or other factors
(explain in detail in Part VI): 0
2 Acquisition indebtedness applicable to non-exempt use assets 2 0  
3 Subtract line 2 from line 1d 3 0  
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4 0  
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 0  
6 Multiply line 5 by 0.035 6 0  
7 Recoveries of prior-year distributions 7 0  
8 Minimum Asset Amount (add line 7 to line 6) 8 0  
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 0
2 Enter 85% of line 1 2 0
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 0
4 Enter greater of line 2 or line 3 4 0
5 Income tax imposed in prior year 5 0
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 0
7
Schedule A (Form 990) 2022

Schedule A (Form 990) 2022
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 1 0
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2 0
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3 0
4 Amounts paid to acquire exempt-use assets 4 0
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5 0
6 Other distributions (describe in Part VI). See instructions 6 0
7Total annual distributions. Add lines 1 through 6. 7 0
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8 0
9 Distributable amount for 2022 from Section C, line 6 9 0
10 Line 8 amount divided by Line 9 amount 10 0 %
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2022
(iii)
Distributable
Amount for 2022
1 Distributable amount for 2022 from Section C, line 6 0
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions.
0
3 Excess distributions carryover, if any, to 2022:
a From 2017.......0
b From 2018.......0
c From 2019.......0
d From 2020.......0
e From 2021.......0
fTotal of lines 3a through e 0
g Applied to underdistributions of prior years 0
h Applied to 2022 distributable amount 0
i Carryover from 2017 not applied (see
instructions)
0
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. 0
4Distributions for 2022 from Section D, line 7:
$ 0
a Applied to underdistributions of prior years 0
b Applied to 2022 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4. 0
5 Remaining underdistributions for years prior to
2022, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
0
6 Remaining underdistributions for 2022. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
0
7 Excess distributions carryover to 2023. Add lines
3j and 4c.
0
8 Breakdown of line 7:
a Excess from 2018.....0
b Excess from 2019.....0
c Excess from 2020.....0
d Excess from 2021.....0
e Excess from 2022.....0
Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022
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, PART I The public charity status reflected on schedule a, part i is for Albert einstein medical center, the largest subordinate organization included in the group exemption ruling and in this consolidated group form 990. Outlined below is the public charity status for all other organizations included in the group exemption: Bcct over corp, schedule a, part i, line 3, a hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii); Einstein community health associate; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity. Einstein medical center montgomery; schedule a, part i, line 3, a hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii); Einstein practice plan, inc.; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity. Fornance physician services, inc.; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity.
SCHEDULE A, PART I, LINE 12G EINSTEIN COMMUNITY HEALTH ASSOCIATES SUPPORTS THE FOLLOWING ORGANIZATIONS: ALBERT EINSTEIN MEDICAL CENTER BCCT OVER CORP. EINSTEIN PRACTICE PLAN, INC. SUPPORTS THE FOLLOWING ORGANIZATIONS: ALBERT EINSTEIN MEDICAL CENTER BCCT OVER CORP. EINSTEIN MEDICAL CENTER MONTGOMERY
Schedule A (Form 990) 2022


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number
46-5338502
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
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) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 139,116,103 153,179,336 126,960,405 129,582,000 123,858,000
b Contributions ... 6,174,689 5,656,000 6,607,000 4,304,000 8,990,000
c Net investment earnings, gains, and losses 7,533,561 -14,143,233 26,050,931 -897,595 4,050,000
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
5,640,864 5,576,000 6,439,000 6,028,000 7,316,000
f Administrative expenses ....          
g End of year balance ...... 147,183,489 139,116,103 153,179,336 126,960,405 129,582,000
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet4.250 %
b
Permanent endowment SchDMd Bullet76.710 %
c
Term endowment SchDMd Bullet19.040 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
Yes
 
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....   24,372,794 24,372,794
b Buildings ....   506,168,561 40,280,777 465,887,784
c Leasehold improvements        
d Equipment ....   206,176,139 62,473,600 143,702,539
e Other .....   19,022,165 66,045 18,956,120
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 652,919,237
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)SHORT-TERM INVESTMENTS 118,531,564 F
(2)LONG-TERM INVESTMENTS 351,363,645 F
(3)ASSETS WHOSE USE IS LIMITED 946,652 F
(4)INVESTMENT IN SUBSIDIARIES 95,829 F
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 470,937,690
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)RIGHT OF USE ASSET 14,820,075
(2)RECOVERABLE PROF LIABILITY 112,785,000
(3)WORKERS COMP RECOVERABLE 2,728,363
(4)SECURITY DEPOSITS 5,482
(5)DUE FROM AFFILIATES 99,066,650
(6)OTHER ASSETS 40,817,966
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 270,223,536
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 586,686,405
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) 2021

Schedule D (Form 990) 2021
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
FORM 990, SCHEDULE D, PART V, LINE 4 Endowments - true endowment funds established by donor gifts and maintained to provide a permanent source of income, generally stipulating that the principal must be invested and kept intact perpetually while the income generated may be used by the organization. Perpetual trusts - these are funds held by outside trustees in trust accounts for which aemc is named as beneficiary. The distributions from these funds support the operations of the organization. Temporarily restricted funds - used for purposes specified by donors. ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FUTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2023, AND JUNE 30, 2022; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF 1,318 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 $3.7 MILLION AND $5.4 MILLION AS OF JUNE 30, 2023, AND 2022, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJU'S ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJU'S INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. AS A RESULT OF THE NEGATIVE FINANCIAL IMPACT TO NONPROFIT ORGANIZATIONS FROM COVID-19, THE PENNSYLVANIA ACT WAS AMENDED TO PERMIT NONPROFIT ORGANIZATIONS TO INCREASE THE CALCULATION OF SPENDABLE INCOME FROM ENDOWMENT FUNDS FROM A MAXIMUM OF 7% UP TO 10% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE FOR FISCAL YEARS ENDING WITHIN 2020, 2021 AND 2022. FOR 2023 AND 2022, TJU'S CALCULATION OF SPENDABLE INCOME FOR ENDOWMENT FUNDS WAS BASED ON 7% AND 10% OF A CALCULATED THREE YEAR AVERAGE, RESPECTIVELY.
Schedule D (Form 990) 2021


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part I
Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
             
             
             
             
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow      
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.









VerticalRevenue
(a) Event #1

WALK & 5K RUN
(event type)
(b) Event #2

 
(event type)
(c) Other events

0
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

59,230

 

 

59,230

2

Less: Contributions . . . .

40,055

 

 

40,055
3 Gross income (line 1 minus
line 2) . . . . . .

19,175

 

 

19,175



VerticalDirectExpenses
4 Cash prizes . . . . .        
5 Noncash prizes . . . .        
6 Rent/facility costs . . . .        
7 Food and beverages . . .        
8 Entertainment . . . . 11,690     11,690
9 Other direct expenses . . . 7,485     7,485
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 19,175
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

 

 
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

 

 

 

 


6


Volunteer labor . . . .
%
%
%


7

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

 

8

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

 

9
Enter the state(s) in which the organization conducts gaming activities:
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990) 2022
Schedule G (Form 990) 2022
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
%
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
Address right arrow
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
16
Gaming manager information:
Name right arrow
Gaming manager compensation right arrow $  
Description of services provided right arrow
 
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.
Return Reference Explanation
Schedule G (Form 990) 2022
Additional Data


Software ID:  
Software Version:  
SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
MediumBullet Attach to Form 990.
MediumBullet Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
 
No
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
 
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
 
No
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
 
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
    1,249,043   1,249,043 0.100 %
b Medicaid (from Worksheet 3, column a) . . . . .     382,553,580 340,530,058 42,023,522 3.410 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .     383,802,623 340,530,058 43,272,565 3.510 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).     15,072,417 11,089,616 3,982,801 0.320 %
f Health professions education (from Worksheet 5) . . .     114,738,925 49,046,908 65,692,017 5.330 %
g Subsidized health services (from Worksheet 6) . . . .     200,472,497 159,803,244 40,669,253 3.300 %
h Research (from Worksheet 7) .     4,280,218 3,301,127 979,091 0.080 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .            
j Total. Other Benefits . .     334,564,057 223,240,895 111,323,162 9.030 %
k Total. Add lines 7d and 7j .     718,366,680 563,770,953 154,595,727 12.540 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
51,871,503
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
10,374,301
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
187,018,043
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
190,938,672
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-3,920,629
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?2Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 ALBERT EINSTEIN MEDICAL CENTER
5501 OLD YORK ROAD
PHILADELPHIA,PA19141
www.jeffersonhealth.org
270601
X X   X   X X     A
2 EINSTEIN MEDICAL CENTER MONTGOMERY
559 WEST GERMANTOWN PIKE
EAST NORRITON,PA19403
www.jeffersonhealth.org
227101
X X   X   X X     A
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
A
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
 
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 21
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a Yes  
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 21
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): WWW.JEFFERSONHEALTH.ORG
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
A
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
WWW.JEFFERSONHEALTH.ORG
b
WWW.JEFFERSONHEALTH.ORG
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 6
Part VFacility Information (continued)

Billing and Collections
A
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
A
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
SCHEDULE H, PART V, SECTION B, QUESTION 5 FOR THE 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT ("RCHNA"), THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END ALBERT EINSTEIN HEALTHCARE NEWTORK ("AEHN") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE FACE OF THE COVID-19 PANDEMIC AND ITS CASCADING IMPACTS. IN RESPONSE TO THE CRISES OF THE PAST SEVERAL YEARS, THE 2022 RCHNA IS EXPLICITLY GROUNDED IN AN APPROACH THAT SEEKS TO ADVANCE HEALTH EQUITY AND AUTHENTIC COMMUNITY ENGAGEMENT. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS FOR ALL DISCUSSIONS. HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL 5 COUNTIES. 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE.
SCHEDULE H, PART V, SECTION B, QUESTIONS 6A & 6B AEHN PARTICIPATED IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH), PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. AS PART OF INTEGRATION, THE COMMUNITY HEALTH AND COMMUNITY BENEFIT LEADERS OF AEHN WORKED COLLABORATIVELY WITH COLLEAGUES AND REPRESENTATIVES OF OTHER HOSPITALS AND HEALTH SYSTEMS IN THE REGION: COACH, A REGIONAL COLLABORATIVE: [COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH, SOUTHEASTERN, PA] PARTICIPATING HOSPITALS INCLUDED: AN INITIATIVE SPONSORED BY THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA [HAP] TO BRING TOGETHER HOSPITALS, PUBLIC HEALTH, AND COMMUNITY PARTNERS TO ADDRESS COMMUNITY HEALTH ISSUES IN SOUTHEASTERN PENNSYLVANIA. - CHILDREN'S HOSPITAL OF PHILADELPHIA AND MIDDLEMAN FAMILY PAVILION AT CHOP, KING OF PRUSSIA, PA - DOYLESTOWN HEALTH: DOYLESTOWN HOSPITAL - GRAND VIEW HEALTH: GRAND VIEW HOSPITAL - JEFFERSON HEALTH: EINSTEIN MEDICAL CENTER ELKINS PARK; EINSTEIN MEDICAL CENTER MONTGOMERY; EINSTEIN MEDICAL CENTER PHILADELPHIA; JEFFERSON ABINGTON HOSPITAL; - JEFFERSON BUCKS HOSPITAL; JEFFERSON FRANKFORD HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE; JEFFERSON LANSDALE HOSPITAL; JEFFERSON METHODIST HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; MAGEE REHABILITATION HOSPITAL; MOSS REHAB; ROTHMAN ORTHOPEDIC SPECIALTY HOSPITAL AND THOMAS JEFFERSON UNIVERSITY HOSPITAL - MAIN LINE HEALTH: BRYN MAWR HOSPITAL; BRYN MAWR REHABILITATION HOSPITAL; LANKENAU MEDICAL CENTER; PAOLI HOSPITAL; RIDDLE HOSPITAL - PENN MEDICINE: CHESTER COUNTY HOSPITAL; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE; PENN PRESBYTERIAN MEDICAL CENTER AND PENNSYLVANIA HOSPITAL - REDEEMER HEALTH: HOLY REDEEMER HOSPITAL - TEMPLE UNIVERSITY HEALTH SYSTEM: FOX CHASE CANCER CENTER; TEMPLE UNIVERSITY HOSPITAL; TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL CAMPUS; TEMPLE UNIVERSITY HOSPITAL - JEANES CAMPUS AND TEMPLE UNIVERSITY HOSPITAL - NORTHEASTERN CAMPUS - TRINITY HEALTH MID-ATLANTIC: MERCY CATHOLIC MEDICAL CENTER; MERCY FITZGERALD HOSPITAL CAMPUS; NAZARETH HOSPITAL; ST. MARY MEDICAL CENTER AND ST. MARY REHABILITATION HOSPITAL AEHN COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT [RCHNA]. AEHN COLLABORATED WITH AND RECEIVED SUPPORT DURING THE CHNA PROCESS FROM: - CHESTER COUNTY HEALTH DEPARTMENT; - DELAWARE COUNTY HEALTH DEPARTMENT; - HEALTH CARE IMPROVEMENT FOUNDATION; - MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH; - PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS; AND - PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH.
SCHEDULE H, PART V, SECTION B, QUESTION 7A THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE 2022 RCHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT IN ADDITION, COPIES OF THE CHNA ARE AVAILABLE IF REQUESTED AT NO CHARGE FOR PUBLIC INSPECTION ONSITE.
SCHEDULE H, PART V, SECTION B, QUESTION 8 AEHN, PLACED THE FINAL 2022 RCHNA ON THE HEALTH SYSTEM'S WEBSITE TO PROVIDE ACCESS AND MAKE WIDELY AVAILABLE. THE RCHNA FROM 2019 CONTINUES TO BE POSTED. SEVERAL LOCAL NON-PROFIT ORGANIZATIONS REQUESTED THE RCHNA. THEY WERE GIVEN ACCESS VIA THE DOWNLOADABLE DOCUMENT ON THE WEBSITE OR LH LEADERS EMAILED IT TO THEM. IN FY23, THIS PROCESS REMAINED IN EFFECT. ALL 2022 RCHNA AND IMPLEMENTATION PLANS WERE SHARED WITH ALL KEY COMMUNITY STAKEHOLDERS AND PARTICIPANTS IN INTERVIEWS AND MEETINGS. THE IMPLEMENTATION PLANS WERE APPROVED IN FY23, AND CONTINUE TO DOCUMENT THE COMMUNITY OUTREACH FOCUS. THE STRATEGY OF THE IMPLEMENTATION PLANS IDENTIFIES THE MEANS THROUGH WHICH THE HOSPITAL PLANS TO ADDRESS NEEDS THAT ARE CONSISTENT WITH THE HOSPITAL'S CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FROM 2022 THROUGH 2025. BEYOND PROGRAMS DISCUSSED IN THE STRATEGY, THE HOSPITAL IS ADDRESSING MANY OF THESE NEEDS SIMPLY BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL ANTICIPATES HEALTH NEEDS AND RESOURCES MAY CHANGE, AND THUS A FLEXIBLE APPROACH WAS ADOPTED IN THE DEVELOPMENT OF ITS STRATEGY TO ADDRESS NEEDS IDENTIFIED IN THE 2022 RCHNA AND IMPLEMENTED IN FY23. THEMES EMERGED FROM THE RCHNA MEETINGS AND WERE ANALYZED AND CODED WITH ALL QUANTITATIVE DATA. RECOGNITION OF THEMES WERE DISCUSSED AND THE RESULTING ANALYSIS IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS ORGANIZED INTO MAJOR TOPICS. OVERALL, THE HEALTH OF THE POPULATIONS SERVED IN THE AEHN SERVICE AREA IS GOOD, RANKING HIGHER THAN THE MONTGOMERY COUNTY AND PENNSYLVANIA STATE POPULATIONS AS A WHOLE. AEHN'S ACCESS TO CARE IP/ACTION PLAN WAS REVIEWED IMMEDIATELY WITH SEVERAL ENHANCEMENTS INTRODUCED. AEHN CONTINUES TO WORK COLLABORATIVELY WITH PROVIDERS ON SUBSTANCE USE DISORDERS. A THOROUGH REVIEW OF THE POLICY AND PROCEDURES FOR FINANCIAL ASSISTANCE TOOK PLACE IN ACCORDANCE WITH INTERNAL REVENUE CODE 501(R) WITH A NEW ENTERPRISE FINANCIAL ASSISTANCE POLICY ADOPTED IN FY20. SERVICES AT AEHN INCLUDED A FINANCIAL COUNSELOR AND/OR ELECTRONIC SUBMISSION DURING THE PANDEMIC TO HELP DETERMINE ELIGIBILITY FOR GOVERNMENT-SPONSORED PROGRAMS, AND OFFER ASSISTANCE WITH THE HEALTH INSURANCE EXCHANGE AND OTHER INSURANCE COVERAGE. OVERVIEW OF IMPLEMENTATION STRATEGY INCLUDES: DURING FY23, PRIORITIZATION WAS PLACED INTO THE RCHNA TO MAXIMIZE THE RESOURCES AVAILABLE TO THE HOSPITAL. THE STRATEGY FOCUSES ON THE PRIORITY HEALTH NEEDS THAT ARE MOST IMPORTANT OF COMMUNITY HEALTH PRIORITIES: MENTAL HEALTH CONDITIONS, SUBSTANCE USE AND RELATED DISORDERS, CHRONIC DISEASE PREVENTION AND MANAGEMENT, ACCESS TO AFFORDABLE PRIMARY AND SPECIALTY CARE, HEALTHCARE AND HEALTH RESOURCES NAVIGATION, AND FOOD ACCESS. THE TOP SIX PRIORITIES WERE REVIEWED AND APPROVED BY SENIOR MANAGEMENT. AEHN CONTINUES COLLABORATION REGIONALLY WITH OTHER HOSPITALS AND HEALTH SYSTEMS WITHIN BUCKS AND MONTGOMERY COUNTIES THROUGH PARTNERSHIPS, COOPERATION, AND COORDINATION ON PUBLIC HEALTH ISSUES.
SCHEDULE H, PART V, SECTION B, QUESTION 10 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT
SCHEDULE H, PART V, SECTION B, QUESTION 11 IN FY23, JEFFERSON HEALTH REMAINED FOCUSED ON THE PRIORITIES ESTABLISHED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. . IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED IN THE FY22 REGIONAL CHNA ("RCHNA"), JEFFERSON HEALTH CONVENED ACTION TEAMS CONSISTING OF KEY COMMUNITY STAKEHOLDERS AND ENTERPRISE ADMINISTRATIVE AND CLINICAL LEADERS TO DEVELOP AND IMPLEMENT GOALS AND ACTION PLANS OR IMPLEMENTATION PLANS. LEADERS OF THESE TEAMS WILL REPORT ON PROGRESS ON A QUARTERLY BASIS. AFTER THE COMPLETION OF THE RCHNA, A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: - SIZE OF HEALTH PROBLEM - IMPORTANCE TO COMMUNITY - CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS - ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION - AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS THE COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: 1) MENTAL HEALTH CONDITIONS 2) ACCESS TO CARE (PRIMARY & SPECIALTY) 3) CHRONIC DISEASE PREVENTION & MANAGEMENT 4) SUBSTANCE ABUSE AND RELATED DISORDERS 5) HEALTHCARE & HEALTH RESOURCES NAVIGATION 6) RACISM & DISCRIMINATION IN HEALTHCARE 7) FOOD ACCESS 8) CULTURALLY & LINGUISTICALLY APPROPRIATE SERVICES 9) COMMUNITY VIOLENCE 10) HOUSING 11) SOCIOECONOMIC DISADVANTAGE 12) NEIGHBORHOOD CONDITIONS BASED ON ITS PRIMARY SERVICE AREAS, THE ENTERPRISE CREATED FIVE COMMUNITY HEALTH IMPLEMENTATION PLANS ("CHIP") WHICH INCLUDE ALL OF THE ENTERPRISE'S HOSPITAL FACILITIES: - CENTER CITY CHIP (THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE REHABILITATION HOSPITAL, JEFFERSON METHODIST HOSPITAL); - ABINGTON CHIP (JEFFERSON ABINGTON HOSPITAL, JEFFERSON LANSDALE HOSPITAL); - NORTHEAST CHIP (JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL); - NEW JERSEY CHIP (JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL); AND - EINSTEIN CHIP (EINSTEIN MEDICAL CENTER PHILADELPHIA AND EINSTEIN MEDICAL CENTER ELKINS PARK). JEFFERSON HEALTH CONTINUED TO REMAIN FOCUSED ON THE PLANS SET OUT IN THE CHIPS IN FY23. THE ENTERPRISE CHIP'S WERE DEVELOPED IN COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS, ADMINISTRATIVE AND CLINICAL LEADERS. EACH PLAN IS REVIEWED ANNUALLY AND REVISED BASED ON CHANGING COMMUNITY NEEDS, BEST PRACTICES AND SHORT-TERM/INTERMEDIATE OUTCOMES. JEFFERSON HEALTH CONTINUES TO ADDRESS THE FOLLOWING NEEDS IDENTIFIED WITHIN THE RCHNA: 1) MENTAL HEALTH CONDITIONS; 2) ACCESS TO CARE; 3) CHRONIC DISEASE PREVENTION & MANAGEMENT; 4) SUBSTANCE ABUSE AND RELATED DISORDERS; AND 5) HEALTHCARE AND HEALTH RESOURCES NAVIGATION. USING A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED, EACH CHIP PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTPUTS/IMPACT MEASURES, AND POTENTIAL PARTNERS. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, STATE, AND COUNTY HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE JOINT COMMISSION, THE AMERICAN HEART ASSOCIATION, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. IN ADDITION, THE FOLLOWING TWO IDENTIFIED PRIORITIES ARE ADDRESSED WITHIN NORMAL HOSPITAL OPERATIONS: LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES AND RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS. IN FY23, THE FOLLOWING FOUR PRIORITIES WILL NOT BE ADDRESSED SPECIFICALLY BY EACH HOSPITAL BUT ARE ADDRESSED THROUGH WORK WITH LOCAL AND REGIONAL COLLABORATIVES AND REFERRALS TO COMMUNITY OR GOVERNMENT RESOURCES: COMMUNITY VIOLENCE; HOUSING; SOCIOECONOMIC DISADVANTAGE (E.G. POVERTY, UNEMPLOYMENT); NEIGHBORHOOD CONDITIONS (E.G. BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.). IN ADDITION, THE ORGANIZATION'S HEALTH PROFESSIONALS COLLABORATE WITH JEFFERSON COLLEAGUES TO IMPROVE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST AND PROMISING PRACTICES ARE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. COMMUNITY BENEFIT LEADERS WILL CONTINUE TO MONITOR THE CHANGING LANDSCAPE AND REQUIREMENTS INITIATED THROUGH FUTURE HEALTH REFORM AND THE IRS INCLUDING FINANCIAL ASSISTANCE REQUIREMENTS. THE JEFFERSON HEALTH CHIP'S ARE POSTED ON THE ENTERPRISE'S WEBSITE AND AVAILABLE FREE OF CHARGE. PLEASE REFER TO THE FOLLOWING URL FOR ADDITIONAL INFORMATION: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT
SCHEDULE H, PART V, SECTION B, QUESTION 16 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTIONS 16A, 16B AND 16C, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?34
Name and address Type of Facility (describe)
1 MOSS REHAB - ELKINS
60 EAST TOWNSHIP LINE ROAD
ELKINS PARK,PA19027
TEACHING, RESEARCH, AND REHABILITATION
2 EINSTEIN MEDICAL CENTER ELKINS PARK
60 EAST TOWNSHIP LINE ROAD
ELKINS PARK,PA19027
HOSPITAL, GENERAL MEDICAL & SURGICAL, TEACHING, RESEARCH AND ER - 24 HOURS
3 EINSTEIN MEDICAL CENTER MONTGOMERY
609 W GERMANTOWN PIKE
EAST NORRITON,PA19403
OUTPATIENT
4 EINSTEIN MEDICAL CENTER ONE
9880 BUSTLETON AVENUE
PHILADELPHIA,PA19115
OUTPATIENT
5 MOSS REHAB - TABOR RD
1200 W TABOR ROAD
PHILADELPHIA,PA19141
TEACHING AND REHABILITATION
6 WILLOWCREST
5501 OLD YORK ROAD
PHILADELPHIA,PA19141
SKILLED NURSING
7 MOSS REHAB PLYMOUTH MEETING
633 E GERMANTON PIKE
PLYMOUTH MEETING,PA19462
TEACHING AND REHABILITATION
8 MOSS REHAB - DOYLESTOWN
595 WEST STATE STREET
DOYLESTOWN,PA18901
TEACHING AND REHABILITATION
9 EINSTEIN MEDICAL CENTER MONTGOMERY
700 W GERMANTOWN PIKE
EAST NORRITON,PA19403
OUTPATIENT SERVICES
10 EINSTEIN MEDICAL CENTER MONTGOMERY
676 DEKALB PIKE SUITE 100
BLUE BELL,PA194221223
OUTPATIENT SERVCIES
11 EINSTEIN MEDICAL CENTER MONTGOMERY
100 MARKET STREET PROVIDENCE TOWN C
COLLEGVILLE,PA19462
OUTPATIENT SERVICES
12 MOSS REHAB ARIA BUCKS CNTY CAMPUS
380 NORTH OXFORD VALLEY ROAD
LANGHORNE,PA19047
TEACHING AND SKILLED NURSING
13 MOSS REHAB ARIA HOSPITAL
4900 FRANKFORD AVENUE
PHILADELPHIA,PA19124
REHABILITATION AND TEACHING
14 EINSTEIN MONTGOMERY HOME HEALTH
1330 POWELL ST SUITE 100
NORRISTOWN,PA19401
HOME HEALTH SERVICES
15 MOSS REHAB - JENKINTOWN
201 OLD YORK RD SUITE 100
JENKINTOWN,PA19046
OUTPATIENT REHABILITATION AND TEACHING
16 EINSTEIN MEDICAL CENTER MONTGOMERY
633 E GERMANTOWN PIKE
PLYMOUTH MEETING,PA19462
OUTPATIENT SERVICES
17 MOSS REHAB NORRISTOWN
1330 POWELL STREET
NORRISTOWN,PA19401
OUTPATIENT REHABILITATION AND TEACHING
18 MOSS REHAB - CENTER ONE
9880 BUSTLETON AVENUE SUITE 328
PHILADELPHIA,PA19115
REHABILITATION AND TEACHING
19 EINSTEIN MONTGOMERY HOSPICE
1330 POWELL STREET SUITE 100
NORRISTOWN,PA19401
HOSPICE SERVICES
20 EINSTEIN MEDICAL CENTER MONTGOMERY
210 MALL BLVD
KING OF PRUSSIA,PA19406
TEACHING AND REHABILITATION
21 MOSS REHAB OUTPATIENT CENTER
100 MARKET STREET PROVIDENCE TOWN
COLLEGEVILLE,PA19426
OUTPATIENT REHABILITATION AND TEACHING
22 MOSS REHAB CASTOR AVENUE
7198 CASTOR AVENUE
PHILADELPHIA,PA19149
TEACHING AND REHABILITATION
23 MOSS REHAB OP CENTERCENTER CITY
12 S 23RD STREET
PHILADELPHIA,PA19103
TEACHING AND REHABILITATION
24 MOSS REHAB KING OF PRUSSIA
210 MALL BLVD
KING OF PRUSSIA,PA19406
OUTPATIENT REHABILITATION AND TEACHING
25 MOSS REHAB EAST NORRITON
609 W GERMANTOWN PIKE
EAST NORRITON,PA19403
REHABILITATION AND TEACHING
26 MOSS REHAB LANSDALE
2010 N BROAD STREET
LANSDALE,PA19446
TEACHING AND REHABILITATION
27 MOSS REHAB OP CENTERGERMANTOWN
5753 WAYNE AVENUE
PHILADELPHIA,PA19144
TEACHING AND REHABILITATION
28 EINSTEIN MEDICAL CENTER PHILADELPHIA
8015 FRANKFORD AVENUE
PHILADELPHIA,PA19136
OUTPATIENT SERVICES
29 MOSS REHAB DRUCKER BRAIN INJURY CTR
35-37 BARBER AVENUE
WOODBURY,NJ08096
TEACHING AND REHABILITATION
30 DRUCKER BRAIN INJURY CTR - REENTRY
135 S BROAD STREET
WOODBURY,NJ08096
TEACHING AND REHABILITATION
31 MOSS REHAB NEW JERSEY CLUB HOUSE
35-37 BARBER AVENEUE
WOODBURY,NJ08096
OUTPATIENT SERVICES
32 DRUCKER BRAIN INJURY CTR CLUBHOUSE
7612 DUNGAN ROAD
PHILADELPHIA,PA19111
TEACHING AND REHABILITATION
33 MOSS REHAB & OP CENTER CENTER CITY
2400 MARKET STREET SUITE 15
PHILADELPHIA,PA19103
TEACHING AND REHABILITATION
34 MOSS REHAB NORRITON
170 WEST GERMANTOWN PIKE SUITE C1
EAST NORRITON,PA194011389
TEACHING AND REHABILITATION
Schedule H (Form 990) 2022
Schedule H (Form 990) 2022
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
SCHEDULE H, PART I, LINE 3C AEHN IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") AEHN USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENT'S ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. IN ACCORDANCE WITH THE ORGANIZATION'S FAP, A PATIENT MAY QUALIFY FOR DISCOUNTS ON MEDICAL CARE IF THERE IS NO HEALTH INSURANCE AVAILABLE, OR HAS HEALTH INSURANCE, BUT THAT INSURANCE DOES NOT FULLY COVER THE MEDICAL CARE NEEDED, SUCH AS EXHAUSTED BENEFITS, AND ALL OF THE FOLLOWING APPLY: - THE PATIENT IS NOT ELIGIBLE FOR STATE MEDICAL ASSISTANCE OR OTHER AVAILABLE ASSISTANCE PROGRAMS; - THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE DESCRIBED IN THIS POLICY; AND - THE PATIENT PROVIDES THE NECESSARY DOCUMENTS AND COMPLETES NECESSARY PAPERWORK. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON FINANCIAL NEED. PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR 100% COMPASSIONATE CARE (FREE CARE). PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR PARTIAL COMPASSIONATE CARE (DISCOUNTED CARE). ELIGIBILITY FOR FINANCIAL ASSISTANCE IS ALSO DETERMINED BY THE PATIENT'S OR GUARANTOR'S ABILITY TO PAY AFTER ALL INSURANCE HAS BEEN UTILIZED OR LIQUID RESOURCES EXHAUSTED (EXCLUDING RETIREMENT FUNDS). AEHNC WILL NOT CONSIDER THE PATIENT'S HOUSE, CAR, RETIREMENT ACCOUNTS, AND OTHER "NON-LIQUID" ASSETS. HOWEVER, IT IS RECOGNIZED THAT THERE IS A SMALL PERCENT OF THE UNINSURED PATIENT POPULATION THAT HAS SUBSTANTIAL ASSETS AND COULD EASILY AFFORD TO PAY FOR HEALTHCARE SERVICES, BUT WHOM, BECAUSE OF HAVING TAX-EXEMPT INCOME, WILL NOT HAVE INCOME REFLECTED ON A TAX RETURN. SUCH INDIVIDUALS MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR UNINSURED PATIENTS, THERE IS AN AUTOMATIC INITIAL DISCOUNT WHICH SHALL EQUATE TO AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. A PATIENT UNABLE TO PAY THE UNINSURED RATE IS ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE.
SCHEDULE H, PART I; QUESTION 6A NOT APPLICABLE.
SCHEDULE H, PART I, QUESTION 7 WORKSHEETS 2 AND 3 WERE USED TO CALCULATE THE COST TO CHARGE RATIO FOR FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID. ALL OTHER COSTS WERE EITHER OBTAINED FROM THE HOSPITAL'S COST ACCOUNTING, COST REPORTING OR GENERAL LEDGER SYSTEMS. THE ORGANIZATION HAS INCLUDED WITHIN SUBSIDIZED HEALTH SERVICES VARIOUS SERVICES BECAUSE IT MEETS AN IDENTIFIED COMMUNITY NEED. A SERVICE MEETS AN IDENTIFIED COMMUNITY NEED BECAUSE IT WAS IDENTIFIED IN ONE OF ITS MOST RECENT CHNA'S OR IDENTIFIED THROUGH OTHER MEANS AND THE ORGANIZATION REASONABLY FEELS THAT IF THE ORGANIZATION NO LONGER OFFERED THE SERVICE: (1) THE SERVICE WOULD BE UNAVAILABLE IN THE COMMUNITY; (2) THE COMMUNITY'S CAPACITY TO PROVIDE THE SERVICE WOULD BE BELOW THE COMMUNITY'S NEED; OR (3) THE SERVICE WOULD BECOME THE RESPONSIBILITY OF GOVERNMENT OR ANOTHER TAX-EXEMPT ORGANIZATION. SUBSIDIZED HEALTH SERVICES INCLUDE FUNDING TO SUPPORT CERTAIN PROFESSIONAL PHYSICIAN SERVICES AND VARIOUS OTHER HOSPITAL AND HEALTHCARE SYSTEM PROGRAMS IN ACCORDANCE WITH THE ABOVE CRITERIA.
SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIOECONOMIC WELL-BEING OF THE COMMUNITIES IN OUR CARE. THIS IS ACCOMPLISHED THROUGH SERVICE ON STATE AND REGIONAL ADVOCACY COMMITTEES AND BOARDS, VOLUNTEERISM WITH LOCAL COMMUNITY-BASED NON-PROFIT ADVOCACY GROUPS, AND PARTICIPATION IN CONFERENCES AND OTHER EDUCATIONAL ACTIVITIES TO PROMOTE UNDERSTANDING OF THE ROOT CAUSES OF HEALTH CONCERNS.
SCHEDULE H, PART III, SECTION A; LINES 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 10 & 11) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION.
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
SCHEDULE H, PART III, SECTION C; QUESTION 9B AEHN PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH-QUALITY CARE TO ALL PATIENTS IT SERVES, AEHN MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. AEHN PROVIDES FINANCIAL ASSISTANCE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. BILLING & COLLECTION EFFORTS ---------------------------- WHILE QUALIFICATION FOR FINANCIAL ASSISTANCE IS IDEALLY DETERMINED PRIOR TO, OR AT THE TIME OF SERVICE, AEHN CONTINUES TO REVIEW SUCH DETERMINATIONS AS OTHER FINANCIAL RESOURCES ARE DISCOVERED DURING THE BILLING AND COLLECTION PROCESS. AFTER AN UNINSURED OR UNDER-INSURED PATIENT'S ACCOUNT IS REDUCED TO THE UNINSURED DISCOUNT OR THE FINANCIAL ASSISTANCE DISCOUNT RATE, WHICHEVER IS APPLICABLE, THE PATIENT IS RESPONSIBLE FOR THE REMAINDER OF ANY OUTSTANDING PATIENT BALANCES. PATIENTS WILL RECEIVE AN INITIAL STATEMENT INDICATING THEIR BALANCE DUE ALONG WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND WHO TO CONTACT. SELF-PAY BALANCES GO THROUGH A PRE-COLLECTION AGENCY PLACEMENT PROCESS THAT MAY ENTAIL THE MAILING OF STATEMENTS OR LETTERS AND/OR PHONE CALLS IN ORDER TO COLLECT PAYMENT ON OPEN BALANCES. ONCE OPEN BALANCE ACCOUNTS COMPLETE THE PRE-COLLECTION DUNNING CYCLE, (120 90 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS ARE TRANSFERRED TO A LONG-TERM, INTEREST-FREE AGENCY PARTNER WHO WILL ALLOW PATIENTS TO EXTEND THEIR PAYMENTS AND CONSIDER A MONTHLY RATE THAT MAY BETTER MEET THEIR FINANCIAL NEEDS. UPON THE PATIENT EITHER FAILING TO ENGAGE WITH THE VENDOR OR DEFAULTING ON ANY ARRANGEMENT, THE ACCOUNT WILL BE RETURNED. WHEN THE ACCOUNT IS RETURNED WITH AN UNPAID BALANCE, THE ACCOUNTS THEN GO THROUGH A PRESUMPTIVE CHARITY DETERMINATION. ANY ACCOUNTS MEETING PRESUMPTIVE CHARITY CRITERIA ARE ADJUSTED WITH A "PRESUMPTIVE CHAIRTY" TRANSACTION CODE. REMAINING DEBIT BALANCE ACCOUNTS ARE TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY IF THE BALANCE IS UNDER $5,000.00. IF THE $5,000 OR HIGHER, THE ACCOUNTS ARE REFERRED TO A LAW AGENCY.. IF A FINANCIAL ASSISTANCE APPLICATION AND APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN SUBMITTED AND A DECISION IS PENDING, THE ACCOUNT WILL BE HELD FROM AGENCY PLACEMENT. IN SOME CASES, A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE MAY NOT HAVE BEEN IDENTIFIED PRIOR TO SENDING THE ACCOUNT TO AN EXTERNAL COLLECTION AGENCY. EACH AGENCY WILL BE MADE AWARE OF THE FINANCIAL ASSISTANCE POLICY AND WILL WORK WITH THE PROVIDER TO ASCERTAIN PATIENT ELIGIBILITY. EXTRAORDINARY COLLECTION ACTIONS ("ECAS") WILL NOT BE UNDERTAKEN DURING THE INITIAL NOTIFICATION PERIOD OF THE 120 DAYS FROM THE FIRST POST-DISCHARGE BILLING STATEMENT AND UNTIL SUCH TIME AS A 30-DAY INITIATION OF ECA NOTICE HAS BEEN SENT TO THE INDIVIDUAL. THE 30-DAY ECA INITIATION NOTICE WILL CONTAIN THE ECA ACTION THAT THE PROVIDER INTENDS TO UNDERTAKE AND THE DATE AT WHICH TIME THIS WOULD OCCUR. A COPY OF THE ORGANIZATION'S PLAIN LANGUAGE SUMMARY WILL ACCOMPANY THE 30-DAY ECA INITIATION NOTICE. IF THE PATIENT SUBMITS A FINANCIAL ASSISTANCE APPLICATION, AEHN WILL SUSPEND ANY ECAS UNTIL THE PATIENT'S FINANCIAL ASSISTANCE ELIGIBILITY IS DETERMINED AND THE PATIENT IS INFORMED OF THEIR ELIGIBILITY. IF A PATIENT ACCOUNT IS REFERRED TO AN OUTSIDE AGENCY, THAT AGENCY MUST FIRST AGREE TO ABIDE BY AEHN'S FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY IS PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY AEHN. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, AEHN MAY USE ECAS WITH THE RESPECT TO THE PATIENT ACCOUNT OF AN UNINSURED OR UNDER-INSURED AND MAY FURTHER CONSIDER CREDIT BUREAU REPORTING AND/OR LEGAL ACTION AS APPROPRIATE. AEHN'S GENERAL COUNSEL IS REQUIRED TO APPROVE ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT AEHN HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS, MAY INITIATE THE USE ECAS, RESTS WITH THE ORGANIZATION'S VICE PRESIDENT DIRECTOR OF REVENUE CYCLE OPERATIONS.
SCHEDULE H, PART VI; QUESTION 2 AS A NON-PROFIT INTERNAL REVENUE CODE 501(C)(3) ORGANIZATION, AEHN HAS A STRONG MISSION OF COMMUNITY SERVICE AND OUTREACH. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES. THIS COLLABORATIVE RCHNA OFFERED: INCREASED COLLABORATION AMONG LOCAL HOSPITALS/HEALTH SYSTEMS SERVING THIS REGION; REDUCED DUPLICATION OF ACTIVITIES AND COMMUNITY BURDEN FROM PARTICIPATION IN MULTIPLE COMMUNITY MEETINGS; REDUCED HOSPITAL/HEALTH SYSTEM COSTS IN RCHNA REPORT DEVELOPMENT; OPPORTUNITIES FOR SHARED LEARNING; ESTABLISHMENT OF A STRONG FOUNDATION FOR COORDINATED EFFORTS TO ADDRESS HIGHEST PRIORITY COMMUNITY NEEDS. THE COLLABORATIVE APPROACH: HOSPITALS AND HEALTH SYSTEMS AND SUPPORTING PARTNERS COLLABORATIVELY DEVELOPED THE RCHNA THAT OUTLINES HEALTH PRIORITIES FOR THE REGION. THE HOSPITALS AND HEALTH SYSTEMS WILL PRODUCE IMPLEMENTATION PLANS THAT MAY INVOLVE FURTHER COLLABORATION TO ADDRESS SHARED PRIORITIES. THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) LED COLLECTION OF A VARIETY OF QUANTITATIVE INDICATORS OF HEALTH OUTCOMES AND FACTORS INFLUENCING HEALTH FROM A VARIETY OF DATA SOURCES. DATA COLLECTION INCLUDED PDPH SYNTHESIZED FINDINGS OF HIGH PRIORITY AREAS; PRIORITIES WERE RANKED USING A MODIFIED HANLON METHOD. AT THE SAME TIME, COMMUNITY STAKEHOLDER INPUT PROCESS EVOLVED: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS. STAKEHOLDER FOCUS GROUPS WERE CONDUCTED BY HCIF. IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PDPH AND HCIF AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. QUANTITATIVE DATA WERE ACQUIRED FROM LOCAL, STATE AND FEDERAL SOURCES AND FOCUSED ON INDICATORS THAT WERE UNIFORMLY AVAILABLE AT THE ZIP CODE LEVEL ACROSS THE REGION. THE PDPH TEAM, WHICH INCLUDED EXPERTS IN EPIDEMIOLOGICAL AND GEOSPATIAL ANALYSES, COMPILED, ANALYZED, AND AGGREGATED OVER 60 HEALTH INDICATORS ENCOMPASSING DATA ON COMMUNITY DEMOGRAPHIC CHARACTERISTICS, COVID-19, CHRONIC DISEASE AND HEALTH BEHAVIORS, INFANT AND CHILD HEALTH, BEHAVIORAL HEALTH, INJURIES, ACCESS TO CARE AND SOCIAL AND ECONOMIC CONDITIONS. HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES OF THE HEALTH SYSTEMS, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT, WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL FIVE COUNTIES; 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE. TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS FACILITATED ALL OF THESE DISCUSSIONS, ANALYZED THE QUALITATIVE DATA, AND SUMMARIZED KEY FINDINGS. IN ADDITION, THE PROJECT TEAM EITHER UNDERTOOK DIRECTLY OR SUPPORTED PARTNERS WITH TARGETED PRIMARY DATA COLLECTION TO BETTER UNDERSTAND THE NEEDS OF PARTICULAR COMMUNITIES OR POPULATIONS. THESE FOCUS AREAS AND COMMUNITIES WERE EITHER SPECIFIC TO DIFFERENT TYPE OF FACILITIES WITHIN PARTICIPATING HEALTH SYSTEMS (I.E., CANCER CENTERS, REHABILITATION FACILITIES OR REFLECTED GAPS IN THE 2019 RCHNA: CANCER; DISABILITY; IMMIGRANT, REFUGEE, AND HERITAGE COMMUNITIES; AND YOUTH VOICE. FINALLY, SECONDARY DATA IN THE FORM OF REPORTS AND SUMMARIES FROM OTHER COMMUNITY ENGAGEMENT EFFORTS WERE ALSO INCORPORATED INTO THE REPORT. ALL DATA WERE SYNTHESIZED BY HCIF STAFF AND A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: SIZE OF HEALTH PROBLEM, IMPORTANCE TO THE COMMUNITY, CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS, ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION AND AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS. POTENTIAL SOLUTIONS FOR EACH OF THE COMMUNITY HEALTH PRIORITIES, BASED ON FINDINGS FROM THE QUALITATIVE DATA COLLECTION WERE ALSO INCLUDED. THE COMMUNITY HEALTH DEPARTMENT, WORKING UNDER THE GUIDANCE OF THE ABINGTON HEALTH FOUNDATION'S REV. DR. MARTIN LUTHER KING JR. COMMUNITY BENEFIT AND DIVERSITY COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE IMPLEMENTATION PLANS FOCUSING ON PRIORITY ISSUES AND MOST IMPORTANT HEALTH NEEDS. IN ADDITION, THIS ORGANIZATION WORKS WITH LOCAL PROVIDERS TO PLAN AND DISCUSS HEALTH NEEDS OF THE POPULATION. AEHN CONTINUES TO ATTEND LOCAL AND REGIONAL COMMUNITY ORGANIZATION MEETINGS AND COUNTY COLLABORATIVES FOR THE GREATER LANSDALE AREA. REGIONAL COUNTY COLLABORATIVES INCLUDE THE HEALTHCARE SYSTEM WITH REPRESENTATION FROM LOCAL POLITICIANS, LOCAL COMMUNITY HEALTH CENTERS, EMERGENCY HEALTH PROVIDERS AND OTHER COMMUNITY HEALTH LEADERS. AEHN WORKED WITH AREA HOSPITALS AND NONPROFITS TO FORM THE MONTGOMERY COUNTY HEALTH ALLIANCE WHICH RECEIVED PA STATE DESIGNATION OF SHIP STATUS (STATE HEALTH IMPROVEMENT PLAN). IN ADDITION, ABINGTON HEALTH CONTINUED TO PARTICIPATE IN COACH WHICH FOCUSED ON FOOD INSECURITY, FUTURE RCHNA, TRAUMA INFORMED CARE AND MENTAL HEALTH. COMMUNITY HEALTH AND BEHAVIORAL HEALTH LEADERS IN FY23 CONNECTED WITH LOCAL CHAPTERS OF NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS) TO COLLABORATE AND ENGAGE REFERRALS. DURING COVID-19, MANY SUPPORT GROUPS WENT VIRTUAL AND AEHN LEADERS OBTAINED INFORMATION AND SHARED WITH WORKFORCE AND COMMUNITY. CHRONIC CARE PATIENTS WERE OFFERED THIS INFORMATION. THESE SAME LEADERS CONTINUED TO WORK DURING THIS RCHNA CYCLE WITH THE REGIONAL OVERDOSE PREVENTION COUNCIL; JEFFERSON'S OPIOID TASK FORCE AND CONTINUED WITH THE WORK ON THE JEFFERSON HEALTH ABINGTON OPIOID COUNCIL WHICH INCLUDES HOSPITAL LEADERSHIP AND KEY COMMUNITY STAKEHOLDERS AND PUBLIC SAFETY, PUBLIC HEALTH PROFESSIONALS WITH MONTGOMERY COUNTY AND COUNTY AND LOCAL PUBLIC OFFICIALS.
SCHEDULE H, PART VI; QUESTION 3 AEHN IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES. ADDITIONALLY, THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ORDER TO ENCOURAGE ITS PATIENTS TO APPLY, IF THEY ARE ELIGIBLE. THE FOLLOWING MEASURES ARE USED TO PUBLICIZE THIS POLICY TO THE COMMUNITY AND PATIENTS. COMMUNICATION IS WRITTEN IN CONSUMER-FRIENDLY TERMINOLOGY AND IN LANGUAGES THAT PATIENTS CAN UNDERSTAND. AEHN PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACT WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. IN ADDITION, THE HOSPITAL PROVIDES AN UPDATED CLINIC BOOKLET AND FACT SHEET ON A CLINIC BOOKLET WITH CONTACT INFORMATION TRANSLATED INTO SEVERAL LANGUAGES, POSTED TO THE WEBSITE AND SHARED WITH KEY COMMUNITY STAKEHOLDERS. COMMUNITY NOTIFICATION ---------------------- THIS ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS AND A PLAIN LANGUAGE SUMMARY ARE MADE AVAILABLE TO THE COMMUNITY IN ENGLISH AS WELL AS ANY PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH THAT CONSTITUTE THE LESSER OF 5% OR 1,000 INDIVIDUALS, WHICHEVER IS LESS, OF THE PRIMARY COMMUNITIES SERVED AND POSTED TO THE HEALTH SYSTEM'S WEBSITE. THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS, AND PLAIN LANGUAGE SUMMARY ARE ALSO MADE AVAILABLE, FREE OF CHARGE AS FOLLOWS: 1) ON THE AEHN WEBSITE AT: HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS AEHN'S FINANCIAL SERVICES UNIT AT (215)456-8146 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA, PA 19141 ALBERT EINSTEIN MEDICAL CENTER 60 EAST TOWNSHIP LINE ROAD ELKINS PARK, PA 19027 EINSTEIN MEDICAL CENTER MONTGOMERY 559 WEST GERMANTOWN PIKE EAST NORRITON, PA 19403 4) AS PART OF THE INTAKE OR DISCHARGE PROCESS, PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY ARE OFFERED TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. PERSONAL NOTIFICATION --------------------- AEHN USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING ARE METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY. UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. ADDITIONALLY, AEHN PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE.
SCHEDULE H, PART VI; QUESTION 4 COMMUNITY INFORMATION: ALBERT EINSTEIN MEDICAL CENTER PHILADELPHIA AND ELKINS PARK - THE PRIMARY SERVICE AREA INCLUDES THE FOLLOWING ZIP CODES IN THE CITY OF PHILADELPHIA AND MONTGOMERY COUNTY, PENNSYLVANIA: EINSTEIN MEDICAL CENTER PHILADELPHIA PRIMARY GEOGRAPHIC SERVICE AREAS 19120, 19138, 19141, 19144, 19111, 19114, 19115, 19116, 19124, 19135, 19136, 19137, 19149, 19152, 19154, 19118, 19119, 19128, 19129, 19150, 19012, 19027, 19038, 19046, 19095, 19126 EINSTEIN MEDICAL CENTER PHILADELPHIA PRIMARY COMMUNITY DEMOGRAPHICS POPULATION SIZE: THE TOTAL POPULATION OF EINSTEIN MEDICAL CENTER PHILADELPHIA'S SERVICE AREA INCREASED TO APPROXIMATELY 825,174 RESIDENTS IN 2016. THE SERVICE AREA'S POPULATION IS PROJECTED TO CONTINUE INCREASING IN 2020 TO 836,882 RESIDENTS. DEMOGRAPHIC CHARACTERISTICS: AGE - IN THE SERVICE AREA, 23% OF RESIDENTS ARE BETWEEN THE AGES OF 0-17, 37% ARE 18-44 (38%), 25% ARE 45-64 (26%), AND 15% ARE 65 OR OLDER. WHEN COMPARING TO 2000, THE SERVICE AREA SAW AN INCREASE IN RESIDENTS AGE 45-64. THERE ARE SOME VARIATIONS IN THE PERCENTAGES OF RESIDENTS IN EACH AGE CATEGORY WHEN COMPARING THE SERVICE AREA, MONTGOMERY AND PHILADELPHIA COUNTIES, AND PENNSYLVANIA AS A WHOLE. THE SERVICE AREA, MONTGOMERY COUNTY, AND PENNSYLVANIA AS A WHOLE ARE EXPECTED TO EXPERIENCE CONTINUED TRENDING TOWARDS AN AGING POPULATION THROUGH 2018; LITTLE CHANGE IN RESIDENT AGE DISTRIBUTION IS ANTICIPATED FOR PHILADELPHIA COUNTY. GENDER - APPROXIMATELY 47% OF THE SERVICE AREA'S POPULATION IS MALE AND 53% IS FEMALE; THESE PERCENTAGES ARE PROJECTED TO REMAIN STATIC THROUGH 2018 AND ARE LARGELY COMPARABLE TO THE GENDER BREAKDOWN OF PHILADELPHIA AND MONTGOMERY COUNTIES, AS WELL AS PENNSYLVANIA AS A WHOLE. RACE/ETHNICITY - IN THE SERVICE AREA 44% ARE WHITE, 35% ARE BLACK, 13% ARE LATINO, 7% ARE ASIAN, AND 3% IDENTIFY AS AN "OTHER" RACE/ETHNICITY. THIS PATTERN IS SLIGHTLY DIFFERENT THAN THE PATTERN IN PHILADELPHIA AS A WHOLE, WHERE 41% OF THE POPULATION IS BLACK, 36% WHITE, 14% LATINO, AND 7% ASIAN. THE PERCENTAGE OF WHITE RESIDENTS IN THE SERVICE AREA IS PREDICTED TO DECLINE BY 3% BY 2020. THIS IS THE ONLY RACIAL AND ETHNIC GROUP IN THE SERVICE AREA THAT IS PREDICTED TO DECLINE IN THE NEXT FIVE YEARS. THE PERCENTAGE OF LATINO RESIDENTS IN THE SERVICE AREA POPULATION IS PREDICTED TO INCREASE SLIGHTLY BY 2% BY 2020. THIS MIRRORS THE GROWTH PATTERN PREDICTED FOR THIS ETHNIC GROUP IN PHILADELPHIA AS A WHOLE. LANGUAGE SPOKEN AT HOME - THE MAJORITY OF RESIDENTS IN THE SERVICE AREA SPEAK ENGLISH AT HOME (78%), 9% SPEAK SPANISH, 5% SPEAK AN ASIAN LANGUAGE, AND 8% SPEAK AN "OTHER" LANGUAGE. ASIAN LANGUAGE PATTERNS IN THE SERVICE AREA ARE SIMILAR TO THOSE IN PHILADELPHIA AS A WHOLE. THE SERVICE AREA HAS A SIMILAR PERCENTAGE OF ADULTS WHO SPEAK SPANISH AT HOME (9%) AS HAS PHILADELPHIA AS A WHOLE (10%). A SIMILAR PERCENTAGE OF RESIDENTS IN THE SERVICE AREA SPEAK AN "OTHER" LANGUAGE AT HOME (8%) AS IN PHILADELPHIA OVERALL (7%). SOCIOECONOMIC INDICATORS: EDUCATION - IN THE SERVICE AREA, 16% OF RESIDENTS HAVE LESS THAN A HIGH SCHOOL DEGREE, SIX-IN-TEN ARE HIGH SCHOOL GRADUATES (60%), AND NEARLY ONE-QUARTER HAVE A COLLEGE DEGREE OR MORE (24%). THE EDUCATIONAL ATTAINMENT OF RESIDENTS IN THE SERVICE AREA HAS REMAINED FAIRLY STABLE OVER TIME. THE SERVICE AREA (60%) HAS A SLIGHTLY HIGHER PERCENTAGE OF ADULTS WHOSE FORMAL EDUCATION ENDED WITH A HIGH SCHOOL DIPLOMA THAN PHILADELPHIA AS A WHOLE (57%), AND THE SAME PERCENTAGE OF RESIDENTS WITH A COLLEGE DEGREE OR HIGHER (24%). THE SERVICE AREA (16%) HAS A SLIGHTLY LOWER PERCENTAGE OF ADULTS WHO DID NOT FINISH HIGH SCHOOL THAN PHILADELPHIA OVERALL (20%). EMPLOYMENT - THE OVERWHELMING MAJORITY OF RESIDENTS IN THE SERVICE AREA AGE 16 AND OVER (85%) ARE EMPLOYED; 15% ARE UNEMPLOYED. UNEMPLOYMENT IS SLIGHTLY LOWER IN SERVICE AREA (15%) THAN IN PHILADELPHIA COUNTY AS A WHOLE (16%). POVERTY STATUS - MORE THAN ONE-THIRD OF FAMILIES IN THE SERVICE AREA (37%) ARE LIVING IN HOUSEHOLDS WITH INCOMES AT OR BELOW 150% OF THE FEDERAL POVERTY LEVEL. ONE IN FIVE FAMILIES WITH CHILDREN (22%) AND 15% OF FAMILIES WITHOUT CHILDREN IN THE SERVICE AREA ARE LIVING IN POVERTY. POVERTY RATES ARE LOWER IN THE SERVICE AREA THAN THEY ARE IN PHILADELPHIA AS A WHOLE, WHERE THE MAJORITY OF FAMILIES (54%) LIVE IN POVERTY (32% OF FAMILIES WITH CHILDREN AND 22% OF FAMILIES WITHOUT CHILDREN). MEDIAN HOUSEHOLD INCOME - THE MEDIAN ANNUAL HOUSEHOLD INCOME IN THE SERVICE AREA IS $46,166. THIS REPRESENTS A MINIMAL INCREASE FROM 2013 WHEN IT WAS $44,203. IT IS PREDICTED TO GROW CLOSE TO $48,768 BY 2020. THE MEDIAN HOUSEHOLD INCOME IN THE SERVICE AREA IS HIGHER THAN THE MEDIAN HOUSEHOLD INCOME IN PHILADELPHIA, WHERE IT IS $36,553. HOME OWNERSHIP - THE MAJORITY OF SERVICE AREA RESIDENTS (62%) OWN THEIR HOMES, AND 38% OF RESIDENTS RENT. THIS IS HIGHER THAN HOME OWNERSHIP RATES IN PHILADELPHIA, WHERE 50% OF RESIDENTS RENT AND 50% OWN THEIR HOMES. COMMUNITY INFORMATION: EINSTEIN MEDICAL CENTER MONTGOMERY - THE PRIMARY SERVICE AREA INCLUDES THE FOLLOWING ZIP CODES IN THE CITY OF PHILADELPHIA AND MONTGOMERY COUNTY, PENNSYLVANIA: EINSTEIN MEDICAL CENTER MONTGOMERY PRIMARY GEOGRAPHIC SERVICE AREAS 19401, 19403, 19405, 19406, 19426, 19428, 19462 EINSTEIN MEDICAL CENTER PHILADELPHIA PRIMARY COMMUNITY DEMOGRAPHICS POPULATION SIZE: THE POPULATION OF THE EMCM SERVICE AREA IS 327,924. IT WAS 324,331 IN 2013 AND IS PREDICTED TO INCREASE TO 336,250 IN 2020. THIS REPRESENTS A 4% INCREASE IN THE NEXT FIVE YEARS, WHICH IS SIMILAR TO MONTGOMERY COUNTY OVERALL (3%). DEMOGRAPHIC CHARACTERISTICS: AGE - IN THE EMCM SERVICE AREA, 18-44 YEAR OLDS MAKE UP 35% OF THE POPULATION (113,418), BUT THE SIZE OF THIS AGE GROUP IS PREDICTED TO DECLINE BY 2% BY 2020. THE 18-44 YEAR OLD AGE GROUP IN MONTGOMERY COUNTY MAKES UP A SIMILAR PERCENTAGE OF THE POPULATION (33%) AND IS EXPECTED TO DECREASE BY 1% BY 2020. TWENTY-EIGHT PERCENT OF THE EMCM SERVICE AREA RESIDENTS ARE BETWEEN THE AGES OF 45-65 (91,585). THIS PERCENTAGE HAS NOT CHANGED SINCE 2013 AND IS EXPECTED TO HOLD STEADY INTO 2020. TWENTY-TWO PERCENT OF THE EMCM SERVICE AREA RESIDENTS (71,139) ARE CHILDREN BETWEEN THE AGES OF 0-17. THIS PERCENTAGE HAS NOT CHANGED SINCE 2013 AND IS PREDICTED TO HOLD STEADY INTO 2020. THIS MIRRORS BOTH THE POPULATION PERCENTAGE AND GROWTH RATE FOR THIS AGE GROUP IN MONTGOMERY COUNTY OVERALL. THE 65+ POPULATION (51,782) MAKES UP 16% OF THE OVERALL POPULATION IN 2015, AND IS THE ONLY AGE GROUP IN THE EMCM SERVICE AREA WHICH IS PREDICTED TO INCREASE (2%) BY 2020. GENDER - APPROXIMATELY 49% OF THE SERVICE AREA'S POPULATION IS MALE AND 51% IS FEMALE; THESE PERCENTAGES ARE PROJECTED TO REMAIN STATIC THROUGH 2020 AND ARE LARGELY COMPARABLE TO THE GENDER BREAKDOWN OF PHILADELPHIA AND MONTGOMERY COUNTIES, AS WELL AS PENNSYLVANIA AS A WHOLE.RACE/ETHNICITY NEARLY THREE-QUARTERS OF EMCM RESIDENTS ARE WHITE (73%). NINE PERCENT OF THE POPULATION IS BLACK, 9% IS ASIAN AND 7% IS LATINO. THIS PATTERN IS ONLY SLIGHTLY DIFFERENT THAN THE PATTERN IN MONTGOMERY COUNTY AS A WHOLE, WHERE 77% OF THE POPULATION IS WHITE, 9% BLACK, 7% ASIAN AND 5% LATINO. THE PERCENTAGE OF WHITE RESIDENTS IN THE EMCM SERVICE AREA IS PREDICTED TO DECLINE BY 2% BY 2020. THIS IS THE ONLY RACIAL AND ETHNIC GROUP IN THE EMCM SERVICE AREA THAT IS PREDICTED TO DECLINE IN NUMBERS IN THE NEXT FIVE YEARS. IT IS EQUIVALENT TO THE POPULATION DECLINE PREDICTED IN MONTGOMERY COUNTY OVERALL. THE PERCENTAGE OF ASIAN RESIDENTS IN THE EMCM SERVICE AREA IS PREDICTED TO INCREASE BY 1% BY 2020. LANGUAGE SPOKEN AT HOME - THE LARGE MAJORITY OF RESIDENTS WITHIN THE EMCM SERVICE AREA (85%) SPEAK ENGLISH AT HOME. SIX PERCENT SPEAK AN "OTHER" LANGUAGE, 5% SPEAK AN ASIAN LANGUAGE AND 4% SPEAK SPANISH. LANGUAGES SPOKEN IN THE EMCM SERVICE AREA HAVE A SIMILAR PATTERN TO THOSE SPOKEN IN MONTGOMERY COUNTY AS A WHOLE. IN MONTGOMERY COUNTY OVERALL, 6% SPEAK AN "OTHER" LANGUAGE AT HOME, 4% SPEAK AN ASIAN LANGUAGE AND 3% SPEAK SPANISH. SOCIOECONOMIC INDICATORS: EDUCATION - EMCM RESIDENTS ARE AS LIKELY (47%) TO HAVE ENDED THEIR EDUCATION WITH A HIGH SCHOOL DIPLOMA AS THEY ARE TO HAVE A COLLEGE DEGREE OR MORE (46%). ONLY 8% OF RESIDENTS DID NOT GRADUATE FROM HIGH SCHOOL. THE EDUCATIONAL ATTAINMENT OF RESIDENTS IN THE EMCM SERVICE AREA HAS REMAINED FAIRLY STABLE OVER TIME, WITH THE ONLY INCREASE (1%) BETWEEN 2013 AND 2015 IN THOSE ATTAINING A COLLEGE DEGREE OR MORE. MONTGOMERY COUNTY AS A WHOLE HAS A SIMILAR EDUCATIONAL PATTERN TO THE SERVICE AREA. EMPLOYMENT - THE LARGE MAJORITY OF RESIDENTS IN THE EMCM SERVICE AREA ARE EMPLOYED (93%); 7% ARE UNEMPLOYED. EMPLOYMENT HAS REMAINED RELATIVELY STABLE SINCE 2013 AND IT IS PREDICTED TO STAY THE SAME THROUGH 2020. THE EMPLOYMENT PATTERN OF THE SERVICE AREA MIRRORS THE PATTERN IN MONTGOMERY COUNTY OVERALL. POVERTY STATUS - SIX PERCENT OF FAMILIES WITH CHILDREN AND 4% OF FAMILIES WITHOUT CHILDREN IN THE EMCM SERVICE AREA ARE LIVING IN POVERTY. ONE IN TEN FAMILIES IN THE SERVICE AREA, WITH AND WITHOUT CHILDREN, IS LIVING IN HOUSEHOLDS WITH INCOMES BELOW 150
SCHEDULE H, PART VI; QUESTION 5 PROMOTION OF COMMUNITY HEALTH: AEHN PROVIDES QUALITY CARE AND COMMUNITY BUILDING ACTIVITIES BY PARTNERING WITH OTHER AREA HEALTH CARE PROVIDERS, NOT-FOR-PROFIT SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS AND FAITH-BASED INSTITUTIONS TO SERVE AEHN'S COMMUNITIES' DIVERSE HEALTH CARE NEEDS. COMMUNITY BUILDING ACTIVITIES ARE PROVIDED WITHOUT REIMBURSEMENT, SERVE AT-RISK POPULATIONS AND PROVIDE HEALTH EDUCATION TO KEY COMMUNITY GROUPS. SOME EXAMPLES OF AEHN'S COMMUNITY BUILDING ACTIVITIES ARE: 1.) CLARKSON PARK - AEHN MAINTAINS CLARKSON PARK, A CITY SQUARE BLOCK THAT WAS BLIGHTED AND THE SITE OF PETTY CRIMINAL ACTIVITIES UNTIL AEHN LEAD REHABILITATION EFFORTS TO CLEAN UP THE AREA. 2.) SHEVCHENKO PARK - AEHN STAFF SERVES ON THE FRIENDS OF SHEVCHENKO PARK, WHICH HAS PROVIDED A GREEN AREA IN FRONT OF A SENIOR APARTMENT COMPLEX. 3.) DISCOVER HEALTHCARE, EDUCATION TOURS AND SHADOWING DAYS - MENTORING YOUTH IS THE KEY COMPONENT OF THIS PROGRAM WHICH INTRODUCES HIGH SCHOOL JUNIORS AND SENIORS TO VARIOUS CAREER OPPORTUNITIES WITHIN HEALTHCARE. 4.) EINSTEIN CENTER FOR SPECIAL OPERATIONS TRAINING (CSOT) - MANAGES THE EINSTEIN PHYSICIAN RESPONSE TEAM WHICH COMBINES A DOCTOR'S MEDICAL KNOWLEDGE WITH A PARAMEDIC'S UNDERSTANDING OF EMERGENCY SITUATIONS THAT CAN BRIDGE THE GAP BETWEEN THE FIELD AND THE EMERGENCY ROOM. CSOT STAFF ALSO TRAIN FIRE, EMS, LAW ENFORCEMENT AND EMERGENCY MANAGEMENT AGENCIES IN THE FIVE COUNTY PHILADELPHIA REGIONS. 5.) EINSTEIN THINKFIRST CHAPTER - OFFERS EVIDENCE-BASED BRAIN AND SPINAL CORD INJURY PREVENTION EDUCATIONAL PRESENTATIONS AND PROGRAMS TO SCHOOLS AND COMMUNITY GROUPS. 6.) EINSTEIN'S "GOING GREEN" INITIATIVES - INCLUDE ELIMINATING THE USE OF FLEXIBLE PLASTIC MADE WITH DEHP, INITIATING A PHARMACY WASTE PROGRAM THAT SAFELY DISPOSES ANTIBIOTICS WITHOUT AFFECTING WATERWAYS, PROMOTING A CORPORATE-WIDE RECYCLING PROGRAM THAT PRODUCED OVER 1,000 TONS OF RECYCLED MATERIALS, INTRODUCING MICROFIBER MOPS WHICH USE LESS WATER, LESS DISINFECTANT AND REDUCE THE INCIDENCE OF TRANSMITTING INFECTIONS, REDUCING THE AMOUNT OF CHEMICALS RETURNING TO GROUNDWATER, PURCHASING 40% OF ELECTRICITY FROM A WIND FARM AND CREATING A 2,000 SQUARE FOOT "GREEN ROOF" TO CONSERVE WATER, REDUCE STORM WATER RUNOFF, AND PROVIDE A HABITAT FOR BIRDS, BUTTERFLIES AND OTHER INSECTS. 7.) BABY STEPS - EINSTEIN'S COMMUNITY COLLABORATIVE EFFORTS INCLUDE PROGRAMS LIKE BABY STEPS, A HIGH-RISK INFANTS PROGRAM THAT HELPS FAMILIES SUCCESSFULLY TRANSITION FROM THE NICU TO A PEDIATRIC PRACTICE BY HELPING CAREGIVERS MEET THEIR BABY'S MEDICAL NEEDS. DURING THE FIRST MONTHS AFTER NICU DISCHARGE, THESE BABIES REQUIRE MEDICATIONS AND CLOSE MEDICAL MONITORING TO PREVENT BLINDNESS, FAILURE TO THRIVE, POOR DEVELOPMENTAL OUTCOMES AND DEATH. BABY STEPS SUPPORTS CAREGIVERS, WHO ARE OFTEN OVERWHELMED BY THE INTENSIVE NEEDS OF THESE BABIES, AND ASSISTS THEM IN NAVIGATING THE COMPLEXITIES OF THE MEDICAL SYSTEM AND OTHER BUREAUCRACIES THAT AFFECT ACCESS TO THEIR CHILD'S CARE. BABY STEPS TO HEALTH COMMUNITY ADVISORY BOARD ("CAB") CREATES OPPORTUNITIES FOR INFORMATION EXCHANGE TO IDENTIFY MORE RESOURCES AND SUPPORT SYSTEMS FOR PARENTS, HELP THE BABY STEPS TEAM OVERCOME OBSTACLES, AND IDENTIFY WAYS TO PROMOTE PROGRAM SUSTAINABILITY. THE BABY STEPS CAB INCLUDES REPRESENTATIVES FROM THE ALBERT EINSTEIN MEDICAL CENTER, PHILADELPHIA DEPARTMENT OF HEALTH, THE PA DEPT OF HEALTH, THE PHILADELPHIA DEPARTMENT OF HUMAN SERVICES, CHILDLINK (EARLY INTERVENTION), THE PHILADELPHIA WIC PROGRAM AND THE AMERICAN ACADEMY OF PEDIATRICS PENNSYLVANIA CHAPTER. 8.) STRATEGIC ALLIANCE FOR THE ELDERLY ("SAFE") - AN ALLIANCE WAS CONVENED BY REPRESENTATIVES OF AEHN WITH THE GOAL OF FORMING A PARTNERSHIP AMONG AGENCIES THAT SERVE THE AGING POPULATION IN NORTHWEST PHILADELPHIA. THE MISSION OF SAFE IS TO STRENGTHEN OUR COMMUNITY'S CAPACITY TO MEET THE NEEDS OF OLDER ADULTS BY SHARING KNOWLEDGE, POOLING RESOURCES, AND PURSUING COLLABORATIVE OPPORTUNITIES TO IMPROVE SERVICE DELIVERY. OUT OF THIS COLLABORATION GREW THE CONCEPT OF DEFINING THE AREA AS A NATURALLY OCCURRING RETIREMENT COMMUNITY ("NORC") AND CREATING AND SUPPORTING AN ORGANIZED SUPPORTIVE SERVICE PROGRAM. OTHER PARTNERS INCLUDE CHESTNUT HILL HOSPITAL, GERIATRIC RESOURCE CENTER, VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA, PHILADELPHIA CORPORATION FOR AGING, STAPELEY RETIREMENT COMMUNITY IN GERMANTOWN, NEIGHBORHOOD INTERFAITH MOVEMENT ("NIM"), JAISOHN CENTER FOR KOREAN SERVICES AND CENTER IN THE PARK SENIOR CENTER. 9.) PARTICIPATION IN COMMUNITY AND FAITH BASED COALITIONS - EINSTEIN OFFERS EVENT PLANNING STRATEGIES, PROMOTION AND ADVERTISING OPPORTUNITIES AND HEALTH SCREENINGS, LITERATURE AND WORKSHOPS THROUGH COMMUNITY DEVELOPMENT AND FAITH BASED ORGANIZATIONS. EINSTEIN STAFF SERVES AS A RESOURCE FOR COMMUNITY AND FAITH-BASED ORGANIZATIONS AS THEY PLAN COMMUNITY HEALTH EVENTS, FAIRS AND CLEAN-UPS. STAFF SERVE ON THE LOGAN COMMUNITY DEVELOPMENT CORPORATION BOARD AND PLANNING COMMITTEES OF THE LOGAN NEIGHBORHOOD ADVISORY COUNCIL. STAFF ARE ALSO MEMBERS OF THE OLNEY EDUCATION PARTNERS, A COALITION OF AREA ELECTED OFFICIALS, BUSINESSES AND COMMUNITY GROUPS SUPPORTING OLNEY WEST HIGH SCHOOL. EINSTEIN TEAMS UP WITH ENON TABERNACLE BAPTIST CHURCH FOR A MEN'S HEALTH FAIR WHERE 150 PHYSICIANS AND OTHER CLINICIANS PROVIDE FREE HEALTH SCREENINGS, EDUCATION CENTERS, A TRIAGE CENTER FOR MEN HAVING HEALTH PROBLEMS AND APPOINTMENT SCHEDULING FOLLOW-UP FOR OVER 1,000 MEN. OTHER IMPORTANT INFORMATION IN HOW AEHN FURTHERS ITS EXEMPT PURPOSE: AEHN'S PRIMARY MISSION IS TO PROVIDE HEALTH CARE SERVICES. AEHN PROVIDES CLINICAL EDUCATION AND RESEARCH. AEHN'S HOSPITALS PARTICIPATE IN CLINICAL TRIALS, MEDICAL RESEARCH PROGRAMS AND PHARMACEUTICAL TRIALS. AEHN PROVIDES A WIDE VARIETY OF COMMUNITY EDUCATION, HEALTH AND WELLNESS PROGRAMS. AEHN'S GOVERNING BODY IS COMPOSED OF A DIVERSE GROUP OF INDEPENDENT MEMBERS, REPRESENTING A BROAD SPECTRUM OF THE COMMUNITY IT SERVES. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO EMPLOYED HOSPITAL PHYSICIANS, PRACTICE PLAN FACULTY PHYSICIANS, EMPLOYED NEIGHBORHOOD PRIMARY CARE PHYSICIANS AND ALL ELIGIBLE PRIVATE PHYSICIANS WHO PRACTICE AT AEHN'S HOSPITALS AND MEET ITS STANDARDS. AEHN USES ITS EXCESS OF REVENUES OVER EXPENSES FOR IMPROVEMENT IN PATIENT CARE, EXPANDING AND REPLACING FACILITIES AND EQUIPMENT, AMORTIZING INDEBTEDNESS AND PROVIDING MEDICAL TRAINING, EDUCATION, AND RESEARCH. REPLACING FACILITIES AND EQUIPMENT, AMORTIZING INDEBTEDNESS AND PROVIDING MEDICAL TRAINING, EDUCATION, AND RESEARCH.
SCHEDULE H, PART VI; QUESTION 6 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. TJUH SYSTEM, ABINGTON HEALTH, JEFFERSON HEALTH - NORTHEAST SYSTEM, KENNEDY HEALTH SYSTEM, MAGEE REHABILITATION HOSPITAL AND ALBERT EINSTEIN HEALTHCARE NETWORK ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR THE RESIDENTS OF SOUTHERN NEW JERSEY AND THE GREATER PHILADELPHIA REGION. TJU IS THE SOLE CORPORATE MEMBER OF THESE ORGANIZATIONS. OUTLINED BELOW IS A SUMMARY OF THE ENTITIES WHICH COMPRISE THE SYSTEM: THOMAS JEFFERSON UNIVERSITY --------------------------- THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). TJU IS THE PARENT COMPANY THAT FINANCIALLY AND CORPORATELY INTEGRATES THOMAS JEFFERSON UNIVERSITY AMONG ITS SUBSIDIARY ENTITIES. 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. TJUH SYSTEM ----------- TJUH SYSTEM ("TJUHS") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). TJUHS IS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR VARIOUS OTHER HOSPITALS AND OTHER ORGANIZATIONS. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). TJUH PROMOTES THE HEALTH OF THE COMMUNITIES IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY, AND DELAWARE PRIMARILY BY PROVIDING HOSPITAL, SUB-ACUTE, OUTPATIENT, AND PHYSICIAN SERVICES AND BY PROVIDING FACILITIES IN WHICH STUDENTS, PHYSICIANS, NURSES, AND OTHER HEALTHCARE PROFESSIONALS ARE TRAINED IN A CLINICAL SETTING. TJUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. TJUH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. EMERGENCY TRANSPORT ASSOCIATES, INC. ------------------------------------ EMERGENCY TRANSPORT ASSOCIATES, INC. ("ETA") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). ETA SEEKS TO PROVIDE HIGH QUALITY AIR AND GROUND MEDICAL TRANSPORTATION SERVICES TO PATIENTS WHO ARE ADMITTED TO OR DISCHARGED FROM JEFFERSON FACILITIES. JEFFEX, INC. ------------ JEFFEX, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFEX, INC. IS A SUPPORTING ORGANIZATION OF THE SYSTEM WHOSE ACTIVITIES INCLUDE OPERATING A PHARMACY FOR PATIENTS AND EMPLOYEES. JEFFERSON MEDICAL GROUP ----------------------- JEFFERSON MEDICAL GROUP ("JMG") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. JEFFERSON MEDICAL CARE ---------------------- JEFFERSON MEDICAL CARE ("JMC") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. JEFFERSON CLUB (A/K/A JEFFERSON FACULTY CLUB) ------------------------------------------------- JEFFERSON CLUB A/K/A JEFFERSON FACULTY CLUB ("JC") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION IS CURRENTLY INACTIVE. JEFFERSON UNIVERSITY PHYSICIANS ------------------------------- JEFFERSON UNIVERSITY PHYSICIANS ("JUP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. JEFFERSON UNIVERSITY PHYSICIANS OF NEW JERSEY, P.C. --------------------------------------------------- JEFFERSON UNIVERSITY PHYSICIANS OF NJ, P.C. ("JUPNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. METHODIST ASSOCIATES IN HEALTHCARE, INC. ---------------------------------------- METHODIST ASSOCIATES IN HEALTHCARE, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOS
SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA or new jersey.
Schedule H (Form 990) 2022
Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1MARK KOTAPKA MD
CHAIR NEUROSURGERY
(i)

(ii)
1,377,078
-------------
0
0
-------------
0
106,826
-------------
0
500
-------------
0
33,442
-------------
0
1,517,846
-------------
0
0
-------------
0
2KENNETH D LEVITAN
TRUSTEE - PRES. (TERM 3/23)
(i)

(ii)
914,517
-------------
0
427,828
-------------
0
32,032
-------------
0
46,744
-------------
0
18,831
-------------
0
1,439,952
-------------
0
0
-------------
0
3PATRICK COOPER MD
NEUROSURGEON
(i)

(ii)
1,095,827
-------------
0
0
-------------
0
59,532
-------------
0
8,405
-------------
0
7,000
-------------
0
1,170,764
-------------
0
0
-------------
0
4RADI ZAKI MD
CHAIR SURGERY GENERAL
(i)

(ii)
1,113,596
-------------
0
0
-------------
0
6,718
-------------
0
19,191
-------------
0
27,791
-------------
0
1,167,296
-------------
0
0
-------------
0
5JAMES RAPHAEL MD
CHAIR ORTHOPEDIC SURGERY
(i)

(ii)
890,406
-------------
0
188,315
-------------
0
7,889
-------------
0
34,131
-------------
0
29,254
-------------
0
1,149,995
-------------
0
0
-------------
0
6SUMEET MAINIGI MD
CHAIR CARDIOLOGY
(i)

(ii)
1,030,306
-------------
0
90,000
-------------
0
2,640
-------------
0
8,511
-------------
0
2,123
-------------
0
1,133,580
-------------
0
0
-------------
0
7CYNTHIA M DEGRANDPRE
VP HEALTH SVCS-AEMC(TERM 7/22)
(i)

(ii)
740,183
-------------
0
57,755
-------------
0
180,992
-------------
0
500
-------------
0
24,702
-------------
0
1,004,132
-------------
0
0
-------------
0
8GERARD F BLANEY
TRUSTEE - CFO (TERM 3/23)
(i)

(ii)
455,352
-------------
0
261,483
-------------
0
191,433
-------------
0
31,086
-------------
0
18,564
-------------
0
957,918
-------------
0
0
-------------
0
9ALBERTO ESQUENAZI MD
TRUSTEE
(i)

(ii)
604,418
-------------
0
178,249
-------------
0
39,682
-------------
0
63,896
-------------
0
22,522
-------------
0
908,767
-------------
0
0
-------------
0
10PENNY J REZET ESQ
CHIEF LEGAL OFF-SEC(TERM 4/23)
(i)

(ii)
287,479
-------------
0
284,355
-------------
0
300,720
-------------
0
7,726
-------------
0
16,899
-------------
0
897,179
-------------
0
0
-------------
0
11BETH DUFFY
PRESIDENT EMCM
(i)

(ii)
488,800
-------------
0
271,117
-------------
0
34,268
-------------
0
49,399
-------------
0
20,433
-------------
0
864,017
-------------
0
0
-------------
0
12STEVEN L SIVAK MD
TRUSTEE-CMO/PRES. EPP & FPS
(i)

(ii)
662,632
-------------
0
140,215
-------------
0
20,480
-------------
0
500
-------------
0
31,339
-------------
0
855,166
-------------
0
0
-------------
0
13RICHARD H FINE MD
TRUSTEE - SURGERY CHAIRMAN
(i)

(ii)
626,148
-------------
0
132,952
-------------
0
16,017
-------------
0
15,004
-------------
0
23,473
-------------
0
813,594
-------------
0
0
-------------
0
14DAVID M JASPAN DO
TRUSTEE
(i)

(ii)
636,981
-------------
0
135,197
-------------
0
2,909
-------------
0
20,698
-------------
0
7,821
-------------
0
803,606
-------------
0
0
-------------
0
15DIXIEANNE P JAMES
TRUSTEE - PRES. CENTRAL REGION
(i)

(ii)
529,125
-------------
0
209,919
-------------
0
28,173
-------------
0
5,309
-------------
0
11,621
-------------
0
784,147
-------------
0
0
-------------
0
16ROHIT GULATI MD
TRUSTEE - EVP & CMO
(i)

(ii)
562,271
-------------
0
117,434
-------------
0
31,641
-------------
0
6,611
-------------
0
1,218
-------------
0
719,175
-------------
0
0
-------------
0
17JAY STRAIN MD
TRUSTEE
(i)

(ii)
496,700
-------------
0
0
-------------
0
37,316
-------------
0
20,859
-------------
0
27,064
-------------
0
581,939
-------------
0
0
-------------
0
18GINA MARONE
CHIEF NURSE EXECUTIVE - AEMC
(i)

(ii)
377,436
-------------
0
129,587
-------------
0
26,198
-------------
0
6,389
-------------
0
1,011
-------------
0
540,621
-------------
0
0
-------------
0
19WYATT WALTER
TRUSTEE - VP
(i)

(ii)
289,703
-------------
0
175,097
-------------
0
26,741
-------------
0
24,532
-------------
0
18,146
-------------
0
534,219
-------------
0
0
-------------
0
20ANNMARIE PAPA
VP NURSING - EMCM
(i)

(ii)
258,825
-------------
0
157,972
-------------
0
32,254
-------------
0
23,362
-------------
0
19,051
-------------
0
491,464
-------------
0
0
-------------
0
21ANGELA NICHOLAS MD
TRUSTEE - CMO FPS
(i)

(ii)
349,833
-------------
0
60,021
-------------
0
12,037
-------------
0
27,049
-------------
0
9,058
-------------
0
457,998
-------------
0
0
-------------
0
22MAUREEN JORDAN
VP HEALTHCARE SERVICES - AEMC
(i)

(ii)
330,844
-------------
0
53,539
-------------
0
25,491
-------------
0
18,168
-------------
0
617
-------------
0
428,659
-------------
0
0
-------------
0
23JAY D'LUGIN
VP & CMIO
(i)

(ii)
328,119
-------------
0
56,498
-------------
0
28,526
-------------
0
3,369
-------------
0
10,089
-------------
0
426,601
-------------
0
0
-------------
0
24THOMAS J SMITH
COO - MOSS
(i)

(ii)
262,724
-------------
0
46,234
-------------
0
24,701
-------------
0
17,589
-------------
0
26,788
-------------
0
378,036
-------------
0
0
-------------
0
25CHRISTOPHER SCAVEN
MEDICAL DIRECTOR-ECHA
(i)

(ii)
306,310
-------------
0
0
-------------
0
33,116
-------------
0
15,000
-------------
0
11,810
-------------
0
366,236
-------------
0
0
-------------
0
26DEBORAH PIERCE DO
TRUSTEE (TERMED)
(i)

(ii)
291,385
-------------
0
16,333
-------------
0
24,667
-------------
0
21,093
-------------
0
5,429
-------------
0
358,907
-------------
0
0
-------------
0
27MICHAEL GEORGE
VP HEALTH SVCS-PROF FUND MGT.
(i)

(ii)
260,899
-------------
0
44,948
-------------
0
24,555
-------------
0
12,463
-------------
0
8,510
-------------
0
351,375
-------------
0
0
-------------
0
28DORLYN LAW
VP HEALTH SVCS-PROF FUND MGT.
(i)

(ii)
244,781
-------------
0
42,561
-------------
0
23,569
-------------
0
14,438
-------------
0
19,258
-------------
0
344,607
-------------
0
0
-------------
0
29MARIA MCCALL
VP HEALTHCARE SERVICES
(i)

(ii)
244,281
-------------
0
42,719
-------------
0
22,143
-------------
0
2,275
-------------
0
25,354
-------------
0
336,772
-------------
0
0
-------------
0
30PATRICIA MODAFFERI
VP HEALTHCARE SERVICES - EMCM
(i)

(ii)
216,299
-------------
0
37,204
-------------
0
24,097
-------------
0
27,479
-------------
0
1,500
-------------
0
306,579
-------------
0
0
-------------
0
31BRUCE MENKOWITZ MD
TRUSTEE
(i)

(ii)
220,463
-------------
0
0
-------------
0
5,626
-------------
0
1,104
-------------
0
22,685
-------------
0
249,878
-------------
0
0
-------------
0
Schedule J (Form 990) 2022

Schedule J (Form 990) 2022
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 2022 FORMS W-2.
SCHEDULE J, PART I, LINE 1B LONG TERM DISABILITY BENEFITS ARE PROVIDED TO CERTAIN KEY EMPLOYEES. THESE EMPLOYEES' WAGES ARE "GROSSED UP" AT THEIR INDIVIDUAL TAX RATES TO PROVIDE THE FULL VALUE OF THE BENEFIT SINCE THIS BENEFIT IS REFLECTED IN THE INDIVIDUAL'S FORM W-2, AS TAXABLE WAGES.
SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2022 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CYNTHIA M. DEGRANPRE, $157,184; GERARD F. BLANEY, $152,319; PENNY J. REZET, ESQ., $249,620.
SCHEDULE J, PART I, QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 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 (Form 990) 2022

Additional Data


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


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large image 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
2022
Open to Public Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 4 33,266 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( MISC. ITEMS ) X 10 37,814 FMV
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which isn't required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization didn't report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2022)
Schedule M (Form 990) (2022)
Page 2
Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART II, SUPPLEMENTAL INFORMATION THE NUMBER OF CONTRIBUTIONS ARE REPORTED ON SCHEDULE M. THE GROUP DOES NOT RECOGNIZE GIFTS-IN-KIND (SUCH AS CLOTHING, FOOD, WORKS OF ART, ETC.) WITHIN ITS FINANCIAL STATEMENTS, BUT DOES ACKNOWLEDGE THESE GIFTS TO THE DONOR. SECURITIES AND REAL PROPERTY ARE RECOGNIZED WITHIN THE FINANCIAL STATEMENTS.
Schedule M (Form 990) (2022)

Additional Data


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

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
2021
Open to Public
Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Return Reference Explanation
Form 990, line h(b) - subordinates included The following organizations are included in the Albert Einstein Healthcare Network Group Letter Ruling: 1. Albert einstein medical center 5501 old york road Philadelphia, pa 19141-3018 Ein: 23-1396794 2. Bcct over corp 5501 old york road Philadelphia, pa 19141 Ein: 23-1352200 3. Einstein community health associates, Inc. 5501 old york road Philadelphia, pa 19141 Ein: 23-2760086 4. Einstein medical center montgomery 559 west germantown pike East norriton, pa 19403 Ein: 20-4193243 5. Einstein practice plan, inc. 551 old york road Philadelphia, pa 19141 Ein: 23-2664784 6. Fornance physician services, inc. 1330 powell street, no. 509 Norristown, pa 19401 Ein: 23-2275991 Please refer to Schedule R; Part II for the affiliates not outlined above which are not included in the Albert Einstein Healthcare Network Group Letter Ruling.
Core form, part i; summary The total voting and independent voting members disclosed on page 1 of this form 990 is the total for all organizations included in the group exemption ruling and in this consolidated group form 990. Outlined below is the voting and independent voting disclosure information for all organizations included in the group exemption: - Albert Einstein Medical Center; 18 voting, 12 independent; - BCCT Over Corp; 2 voting, 1 independent; - Einstein Community Health Associate; 13 voting, 8 independent; - Einstein Medical Center Montgomery; 10 voting, 9 independent; - Einstein Practice Plan, Inc.; 13 voting, 8 independent; - Fornance Physician Services, Inc.; 13 voting, 8 independent.
Core form, part iii; statement of program service accomplishments The Taxpayer is recognized by the Internal Revenue Service ("IRS") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of Thomas Jefferson University ("TJU"). TJU is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of TJU/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's tripartite mission of education, research and patient care. Jefferson Health, in partnership with TJU, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the Delaware Valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. Combined, Jefferson Health and Thomas Jefferson University have more than 42,000 employees, which includes over 4,600 employed physicians/advanced practice professionals, 9,300 full and part-time nurses and more than 1,800 full and part-time paid faculty. Jefferson is the second largest employer in Philadelphia and the largest health system in Philadelphia based on total licensed beds. Jefferson Health includes 47 outpatient and urgent care centers, 4 Magnet-designated hospitals, the NCI-designated Sidney Kimmel Cancer Center, and one of the largest faculty-based telehealth networks in the country that began more than 10 years ago. Jefferson Health includes 18 hospitals throughout southeastern Pennsylvania and New Jersey. Additional relevant TJU and Jefferson Health information for the year ended June 30, 2023: LICENSED BEDS: 3,848 INPATENT ADMISSIONS: 152,849 OBSERVATION CASES: 50,360 TOTAL SURGERIES: 99,931 EMERGENCY DEPT. VISITS: 585,567 AMBULATORY VISITS: 4,881,640 TELEHEALTH VISITS: 262,644 The System's Hospitals' Conformance with IRS revenue ruling 69-545 The wholly owned Hospitals in the system are recognized by the IRS as internal revenue code section 501(c)(3) tax-exempt organizations. Pursuant to its charitable purposes, each of these hospitals provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, gender identity, sexual orientation, national origin, or ability to pay. Moreover, our hospitals operate consistently with the following criteria outlined in IRS revenue ruling 69-545: 1. providing medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare, and Medicaid patients. 2. operating active emergency departments for all persons that are open 24 hours a day, 7 days a week, 365 days per year. 3. maintaining open medical staffs, with privileges available to all qualified physicians. 4. control positioned with Hospital Board of Trustees and the Board of Trustees of TJU, and all the Boards are comprised of independent civic leaders and other prominent members of the represented communities; and 5. using surplus funds to improve the quality of patient care, expand and renovate facilities/equipment and advance and improve medical care, programs and activities through patient care and medical training, education, and research. The operations of our wholly owned hospitals as shown through the factors outlined above and other information contained herein, clearly demonstrate the provision of substantial community benefit; both collectively and individually; and that the use and control of the respective hospital facilities are for the benefit of the public and that no part of the income or net earnings of any of the hospital organizations inures to the benefit of any private individual, nor is any private interest being served other than incidentally. TJU hospitals collectively provide substantial community benefit For fiscal years ended June 30, 2023 and 2022; the TJU wholly owned tax-exempt hospitals provided a total of approximately $813 million and $668 million of combined net community benefit costs as defined by the IRS and reflected in their respective Forms 990, Schedule H, Part I. These numbers are at estimated cost and are net of any federal, state or local remuneration or reimbursement. The corresponding combined community benefit percentages were approximately 12.86% and 11.52% for the fiscal years ended June 30, 2023 and 2022; respectively. These percentages were derived by using the combined net community benefit costs as the numerator and total combined hospital operating expenses as the denominator. These costs and percentages do not include any estimated bad debt costs and any Medicare shortfall incurred by any of the TJU wholly owned tax-exempt hospitals for either fiscal years. The taxpayer individually provides substantial community benefit Of the net community benefit costs outlined above for fiscal years ended June 30, 2023 and 2022; the taxpayer contributed approximately $155 million and $93 million of net community benefit costs as defined by the IRS and reflected in their respective Form 990, Schedule H, Part I to the totals reported. These numbers are at estimated cost and are net of any federal, state or local remuneration or reimbursement. The corresponding combined community benefit percentages of the taxpayer were approximately 12.54% and 8.05% for the fiscal years ended June 30, 2023 and 2022; respectively. These percentages were derived by using the taxpayer's net community benefit costs as the numerator and the total taxpayer's operating expenses as the denominator. These costs and percentages do not include any estimated bad debt costs and any Medicare shortfall incurred by the taxpayer for either fiscal years. The organization's mission is the provision of compassionate, high quality health care in order to elevate the health status of the patients it serves in southeastern pennsylvania, southern new jersey, and delaware. The group serves these individuals and others with health care programs and services ranging from community health education and preventive medicine to complex and specialized care requiring advanced technology and highly expert staff. The group enthusiastically embraces its special responsibility to the most vulnerable residents in its primary service area and to the members of the jewish community. The group reflects the values of the jewish community by caring for any person regardless of race, religion, national origin, or the ability to pay. The group's educational commitment includes providing health education to the community, and training and educating medical school students, graduate and practicing physicians, and other health care professionals. The group also supports clinical research for the purpose of enhancing the quality of patient care and advancing the science of medicine. Aehn group is licensed to operate 721 acute care beds. Tertiary care is provided through three locations, its main campus in north philadelphia, in montgomery county and at elkins park (until June 30, 2023). In addition, its main campus operates a 24-hour level i trauma center with an open admissions policy providing emergency services to the community. Aehn group provides health and healing services to the communities it serves and trains physicians to be accomplished leaders through scholarly activity, excellence in teaching, and participation in research. Aehn group is licensed to operate 197 rehabilitation beds. Rehabilitation services are provided in a 17-bed setting on its main campus and 50-bed setting at other locations and in a 130-bed setting at the elkins park location; which was closed effective June 30, 2023 for emergency and inpatient acute care services. Aehn group operates and maintains hospitals and clinical facilities for the study, diagnosis, care, treatment, and rehabilitation of persons with mental or emotional disorders. Aehn group provides education and counseling of such persons and their families and engages in educational and research programs to facilitate and support such activities. Albert Einstein Medical Center BY THE NUMBERS (FOR FISCAL YEAR 2023) - 529 licensed BEDS - 21,859 Total DISCHARGES - 3,488 INPATIENT SURGERIES - 95,657 EMERGENCY DEPARTMENT VISITS Albert Einstein Medical Center Montgomery BY THE NUMBERS (FOR FISCAL YEAR 2023) - 195 licensed BEDS - 11,372 Total DISCHARGES - 2,192 INPATIENT SURGERIES - 31,334 EMERGENCY DEPARTMENT VISITS
Core form, part iii; statement of program service accomplishments In response to the covid-19 pandemic outbreak within the philadelphia and montgomery county communities during march of 2020, in accordance with its policy and procedure regarding disaster response, albert einstein healthcare network established a covid-19 incident command center that comprised a multi-disciplinary team of clinical and administrative leadership. The task of the command center was to provide rapid mobilization related to surge planning, prompt decision making and a coordination of personnel, equipment, and personal protective equipment (ppe). Through the actions of the command center, covid-19 resources were established (such as, negative pressure rooms, conversion of anesthesia equipment to ventilators, nursing spaces with positive air flow) to create safe areas to treat covid-19 patients while at the same time protecting the care teams, staff and other patients. These actions allowed the network and its affiliated subsidiaries to continue to respond to the community needs in various ways during fiscal year 2023: - the network treated covid-19 positive or clinically suspected patients within its inpatient facilities between july 1, 2022 and june 30, 2023. - operated covid-19 testing sites within its community practices. - operated community covid-19 vaccination sites. - participated in a city-wide collaboration on covid patient load leveling and education. - collaborated with army medical reserve. - converted outpatient in-person professional practice based visits to telehealth visits. - provided education for community through various outreach channels. Moss-rehab opened one of the first units in the united states to serve covid-19 infected patients and associated rehab needs. The core+ unit started april 4th, 2020. The unit serves patients in the acute phase of covid-19 infection with rehabilitation needs. Core+ is a specialized rehabilitation care environment developed to treat patients who are recovering from covid-19 while still potentially contagious. Staff is trained in the use of safety equipment and in the provision of this care safely.
CORE FORM 990, PART III, QUESTION 3 EFFECTIVE JUNE 30, 2023, EINSTEIN MEDICAL CENTER ELKINS PARK CLOSED ITS EMERGENCY ROOM. THE EMERGENCY ROOM IS BEING RE-PURPOSED FOR IN-PATIENT PHYSICAL REHABILITATION. THERE ARE FOUR OTHER EMERGENCY ROOMS IN CLOSE PROXIMITY INCLUDING: ALBERT EINSTEIN MEDICAL CENTER, ABINGTON MEMORIAL HOSPITAL, JEANES HOSPITAL AND HOLY REDEEMER HOSPITAL.
Core Form, Part V, Question 15 Mark Kotapka, M.D., Patrick Cooper, M.D., Radi Zaki, M.D., James Raphael, M.D. and Sumeet Mainigi, M.D. are included within this organization's form 990, part vii. the organization was not required to file a federal form 4720 for any remittance of excise tax related to these individuals because they are licensed medical providers whose compensation was for clinical services and thus exempt from excise taxes as provided for under internal revenue code section 4960. kenneth d. levitan served as an officer and voting member of this organizations governing body from july 1, 2022 until march 18, 2023. Accordingly, albert einstein medical center filed a 2022 federal form 4720 which included a remittance of excise tax related to mr. Levitan's compensation in excess of $1m. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. SHE IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2022 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M.
Core form, part vi, section a; question 2 Alison Korman Feldman and John P. Korman - business and family relationship.
Core form, part vi, section a; questions 6 & 7 Albert Einstein Healthcare Network ("AEHN") is the sole member of all organizations included in this consolidated group form 990. Thomas jefferson university ("tju") is the sole member of aehn. Accordingly, tju has the ultimate right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws.
Core form, part vi, section b; question 11b The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was provided to each voting member of the organization's governing body prior to filing of the form 990 with the internal revenue service ("irs"). As part of the tax return preparation process the organization hired a professional certified public accounting ("cpa") firm with experience and expertise in both healthcare and not for-profit tax return preparation to prepare the federal form 990. The cpa firm's tax professionals worked closely with the system's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The cpa firm prepared a draft federal form 990 and furnished it to the system's internal working group for their review. The internal working group reviewed the draft federal form 990 and discussed questions and comments with the cpa firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the cpa firm to the internal working group for final review. Following this review, the form 990 was then presented to thomas jefferson university's finance, assurance & compliance committee and provided to the organization's governing body prior to filing with the irs. In addition, the form 990 was provided to the thomas jefferson university's finance, assurance & compliance committee and the cpa firm made a presentation to the committee regarding the system's forms 990 together with a healthcare industry tax update.
Core form, part vi, section b; question 12 The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system has a written conflict of interest policy with which all affiliates regularly monitor and enforce compliance. The conflict of interest policy governs conflict of interest disclosure and monitoring of all voting members of the system's board of trustees. The conflict of interest policy is designed to assist the organization in evaluating arrangements, contracts or transactions that may benefit the private interest of a trustee, their family member(s), a member of a committee or subcommittee that exercises board-delegated powers of the university, or senior management. The policy is intended to supplement but not replace applicable state and federal laws governing nonprofit charitable corporations. In accordance with the conflict of interest policy, each voting member of the board of trustees must complete, at least annually, the system's conflict of interest disclosure process. The conflict of interest process includes distribution of an electronic disclosure to all persons who served as voting members of the board of trustees, members of senior management and key employees during the previous fiscal year. The disclosure form elicits information related to the respondent's actual or potential interests and activities in which they engaged during the reporting period. The process also requires covered persons to disclose such information about their family members. In addition to attesting to the veracity of information contained within the disclosure, the voting member of the board of trustees must certify that they will abide by the system's conflicts of interest and other relevant policies and will disclose all interests and activities related to their ongoing service on the board of trustees. Members of senior management and individuals identified as key employees receive disclosure questions required of members of the board of trustees. All persons covered under the organization's board of trustees and employee-related conflict of interest policies maintain a continuing obligation to disclose all changes in interests, activities and relationships throughout the year. The system maintains all original disclosure forms and certifications in accordance with its record retention policy. The system also compiles and issues a comprehensive report of all actual or potential interests and activities reported during the board of trustees conflicts of interest disclosure process to the organization's executive committee of the board of trustees. Thereafter, the board of trustees itself or through delegation to the finance, assurance & compliance committee, evaluates all actual or potential conflicts of interest to determine whether activities or arrangements require management, reduction, or elimination of certain interests, activities or relationships. When management of the identified conflict is required, the affected person(s), members of the board's executive committee, and certain members of executive management, receive notification of the requirements set forth in the management plan. Affected persons are expected to abide by the terms of the management plan, which may include, but may not be limited to, recusal from deliberations and voting when appropriate. In addition to the above-outlined internal reporting and evaluation of activities, transactions and relationships, all required disclosures in accordance with the internal revenue service's regulations and instructions are reported on the organization's federal form 990.
Core form, part vi, section b; question 15 The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The organization is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best practices in corporate governance. Thomas jefferson university's board of trustees has a compensation and human capital committee ("committee"). The committee has adopted a written executive compensation philosophy which it follows when it reviews and approves of the compensation and benefits of the system's executive compensation, including arrangements covering the president/chief executive officer, senior executives and other key employees (including clinical department chairs and select faculty). The committee meets multiple times during the year and is comprised of individuals who are independent and do not have conflicts of interest with regard to the compensation arrangements that fall within its purview. The committee's process is designed to satisfy the rebuttable presumption of reasonableness that is available under the intermediate sanctions law, and includes the review of comparability data and the contemporaneous substantiation of its deliberations and decisions. The committee's decisions are made in accordance with system's compensation philosophy, which supports the objective of attracting, retaining and motivating talented individuals who have the appropriate experience and skills to achieve the institution's objectives. On an annual basis the committee reviews appropriate comparability data for similar institutions that reflect the mission, scope and complexity of the organization and its constituent entities. The committee engages qualified, independent consultants as needed to provide advice on compensation matters and to prepare the comparability data, which are reviewed by the committee in advance of making its decisions. The committee reviews and approves compensation for the president/chief executive officer and other senior executives based on market practices, an assessment of performance and other business judgment factors. The executive compensation includes incentive pay, pursuant to which executives are rewarded based on the achievement of the system, entity and individual performance goals that are established in advance of the performance period. These goals are linked to system's mission, strategic and operating objectives, and have predetermined weights. At the end of the year, the committee approves the resulting awards based on a review of performance achievements relative to the goals; in appropriate circumstances, other discretionary factors may be considered when incentives are determined. The committee makes a determination of the reasonableness of compensation and maintains minutes that document its deliberations and decisions.
Core form, part vi, section c; question 19 The organization's filed certificate of incorporation and any amendments can be obtained and reviewed through the commonwealth of pennsylvania.
CORE FORM, PART VII CORE FORM, PART VII INCLUDES, AS OF June 30, 2023, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS A SUMMARY BY ORGANIZATION: Albert einstein medical center's board of trustees includes the following individuals: - Carole S. Ben-Maimon, M.D. - Steven Berk, Esq. - Alberto Esquenazi, M.D. - Lewis I. Gantman, Esq. - Rohit Gulati, M.D. - Dixieanne P. James - David M. Jaspan, M.D. - Susan Kline Klehr - John P. Korman - Ellen Kraftsow-kogan - Matthew S. Levitties - Robert J. Lipstein - Eric Raymond - Lawrence S. Reichlin - Madalyn Rovinsky - Gregory H. Stein - Jay Strain, M.D. - Walter Wyatt Bcct over corp's board of trustees includes the following individuals: - Lewis I. Gantman, Esq. - Dixieanne P. James Einstein community health associate's board of trustees includes the following individuals: - Steven Berk, Esq. - Barbara E. Black - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Marina Kats, Esq. - Angela Nicholas, M.D. - Lawrence S. Reichlin - Madalyn Rovinsky - Janis W. Rubin, M.D. - Steven L. Sivak, M.D. - Judith K. Trichon - Walter Wyatt Einstein medical center montgomery's board of trustees includes the following individuals: - Steven Berk, Esq. - John E. F. Corson - Geoffrey M Duffine, Esq. - Alison Korman Feldman - Lewis I. Gantman, Esq. - Bruce Menkowitz, M.D. - Lawrence S. Reichlin - Richard C. Sheerr - Anthony R. Sherr, Esq. - Richard A. Wolfson Einstein practice plan, inc.'s board of trustees includes the following individuals: - Steven Berk, Esq. - Barbara E. Black - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Marina Kats, Esq. - Angela Nicholas, M.D. - Lawrence S. Reichlin - Madalyn Rovinsky - Janis W. Rubin, M.D. - Steven L. Sivak, M.D. - Judith K. Trichon - Walter Wyatt Fornance physician services, inc.'s board of trustees includes the following individuals: - Steven Berk, Esq. - Barbara E. Black - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Marina Kats, Esq. - Angela Nicholas, M.D. - Lawrence S. Reichlin - Madalyn Rovinsky - Janis W. Rubin, M.D. - Steven L. Sivak, M.D. - Judith K. Trichon - Walter Wyatt
Core form, part vii and schedule j Core form, part vii and schedule j reflect certain board of trustee members and officers receiving compensation and benefits from this organization or a related organization. Please note this remuneration was for services rendered as full-time employees of the organization or a related organization and not for services rendered as a voting member or officer of this organization's governing body. Deborah Pierce, D.O. is still employed within thomas jefferson university/jefferson health as an emergency medicine physician for albert einstein medical center.
Core form, part vii and schedule j CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. SHE IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDING JUNE 30, 2023. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION.
Core form, part vii and schedule j John P. Mordach was appointed as the chief financial officer of Thomas Jefferson University/Jefferson Health effective March 30, 2023. Taxable compensation reported on core form, part VII and Schedule J is derived from 2022 forms W-2. Accordingly, his compensation is not reported on part VII and Schedule J since he did not start receiving compensation until 2023. Mr. Mordach is still displayed on part VII since he serves as an officer on the board of trustees for the year ending June 30, 2023.
Core form, part vii, section a, column b The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's parent entity is thomas jefferson university ("tju"). 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 core form, Part X; Beginning of year assets reflects a reclassification. The reclassification did not impact the total net assets or fund balance at the beginning of the year. The prior year Form 990 was not amended.
Core form, part x; line 25 The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system has a number of outstanding long-term obligated group debt liabilities, including the following bond issuances: - 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 2019a; and - montgomery county higher education and health authority series 2022b. 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 may reflect a tju obligated group liability. The members of the obligated group consist of the following: - thomas jefferson university, ein: 23-1352651 - thomas jefferson university hospitals, ein: 23-2829095 - tjuh system, ein: 23-3026795 - 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, ein: 22-2442036 - kennedy health facilities, inc., ein: 22-2442032 - kennedy medical group practice, p.c., ein: 46-1420853 - magee rehabilitation hospital, ein: 23-1476328 - albert einstein healthcare network, ein: 23-2290323 - albert einstein medical center, ein: 23-1396794 - einstein community health associates, inc., ein: 23-2760086 - einstein medical center montgomery, ein: 20-4193243 - einstein practice plan, inc., ein: 23-2664784 - fornance physician services, ein: 23-2275991 - montgomery hospital, ein: 23-1352193 - montgomery health foundation, ein: 22-2456265 Schedule k was prepared on a consolidated basis and is included within thomas jefferson university's (ein: 23-1352651) federal form 990 for the year ended june 30, 2023.
Core form, part xi; question 9 Other changes in net assets or fund balance include: - Change in net pension liability - $15,138,573; - Net Assets Released from Restriction (Endowments) - ($2,658,060); - Net Assets Released from Restriction (Operating) - $1,662,921; - Net Assets Released from Restriction (External Trust) - $1,287,896; - Net Assets Released from Restriction (Capital) - $203,975; and - Asset Change due to Affiliation in Consolidation in TJU AFS - ($58,454).
Core form, part xii; question 2 The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's parent entity is thomas jefferson university ("tju"). An independent certified public accounting ("cpa") firm audited the consolidated financial statements of the system for the fiscal years ended june 30, 2023 and june 30, 2022; respectively and issued a consolidated audited financial statement. An unmodified opinion was issued each year by the independent cpa firm. Tju's finance, assurance & compliance committee has assumed responsibility for the oversight of the audit of the consolidated financial statements, which includes the selection of an independent auditor.
Core form, part xii; question 3 The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system engaged an independent accounting firm to prepare and issue a system wide consolidated audit as set forth in the uniform guidance, 2 C.F.R., part 200, subpart f. This organization was included in the system wide uniform guidance audit.
FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:XXX-XX-XXXX
FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:24648328
FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN FEES TOTAL FEES:12527979
FORM 990 PART IX LINE 11G DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:6052984
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


Additional Data


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

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

OMB No. 1545-0047
2021
Open to Public Inspection
Name of the organization
ALBERT EINSTEIN HEALTHCARE NETWORK GROUP
LETTER RULING
Employer identification number

46-5338502
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


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

(f)
Direct controlling
entity

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

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

PHILADELPHIA,PA19107
23-3026795
HEALTH SVCS. PA 501(C)(3) 12B TJU
 
 
No
(3)THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
23-2809585
HEALTH SVCS. PA 501(C)(3) 12A JMG
 
 
No
(5)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
46-4855345
HEALTH SVCS. NJ 501(C)(3) 12A JUP
 
 
No
(6)JEFFERSON MEDICAL GROUP
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-3026939
HEALTH SVCS. PA 501(C)(3) 12B TJUH SYSTEM
 
 
No
(7)JEFFERSON CLUB AKA JEFF FACULTY CLUB
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2167488
HEALTH SVCS. PA 501(c)(3) 12A TJU
 
 
No
(8)JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2858320
HEALTH SVCS. PA 501(C)(3) 12A JMG
 
 
No
(9)METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2678055
HEALTH SVCS. PA 501(C)(3) 12A JMG
 
 
No
(10)METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-3537847
HEALTH SVCS. NJ 501(c)(3) 12A MAHC
 
 
No
(11)JEFFEX INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2622009
HEALTH SVCS. PA 501(C)(3) 12A TJUH SYSTEM
 
 
No
(12)EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2622004
HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC
 
 
No
(13)WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2622006
HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC
 
 
No
(14)SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
27-1243803
HEALTH SVCS. PA 501(C)(3) 12B TJU
 
 
No
(16)ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004

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

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

PHILADELPHIA,PA19107
23-2188052
FUNDRAISING PA 501(C)(3) 7 AH
 
 
No
(19)JEFFERSON HEALTH - NORTHEAST SYSTEM
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-2239131
HEALTH SVCS. PA 501(C)(3) 12B TJU
 
 
No
(20)JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
23-2691968
HEALTH SVCS. PA 501(C)(3) 3 JMG
 
 
No
(22)ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
46-0779942
HEALTH SVCS. PA 501(C)(3) 10 JMG
 
 
No
(23)JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-7318683
FUNDRAISING PA 501(C)(3) 12A JHNE
 
 
No
(24)PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-1352294
EDUCATION PA 501(C)(3) 2 TJU
 
 
No
(25)KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2442036
HEALTH SVCS. NJ 501(C)(3) 7 TJU
 
 
No
(26)KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004

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

PHILADELPHIA,PA19107
80-0550282
FUNDRAISING NJ 501(C)(3) 7 KHS
 
 
No
(28)KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2442034
REAL ESTATE NJ 501(C)(3) 12A KHS
 
 
No
(29)STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2443981
HEALTH SVCS. NJ 501(C)(3) 10 KHS
 
 
No
(30)KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
22-2442032
HEALTH SVCS. NJ 501(C)(3) 12A KHS
 
 
No
(31)KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
46-1420853
HEALTH SVCS. NJ 501(C)(3) 10 JMG
 
 
No
(32)MAGEE REHABILITATION HOSPITAL
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
23-1476328
HEALTH SVCS. PA 501(C)(3) 3 TJU
 
 
No
(33)ALBERT EINSTEIN HEALTHCARE NETWORK
5501 OLD YORK ROAD

PHILADELPHIA,PA19141
23-2290323
MANAGEMENT PA 501(C)(3) 12A TJU
 
 
No
(34)GHMC MANAGEMENT INC
101 EAST OLNEY AVENUE

PHILADELPHIA,PA19120
23-2225809
MANAGEMENT PA 501(C)(3) 12A AEMC
 
Yes
 
(35)MONTGOMERY HEALTH FOUNDATION
5501 OLD YORK ROAD

PHILADELPHIA,PA19141
22-2456265
FUNDRAISING PA 501(C)(3) 12B MHC
 
 
No
(36)MONTGOMERY HOSPITAL
5501 OLD YORK ROAD

PHILADELPHIA,PA19141
23-1352193
HEALTH SVCS. PA 501(C)(3) 3 AEHN
 
 
No
(37)MONTGOMERY HOSPITAL WORKERS COMP TRUST
5501 OLD YORK ROAD

PHILADELPHIA,PA19141
23-2351775
HEALTH SVCS. PA 501(C)(3) 12A MHC
 
 
No
(38)BROADLINE RISK RETENTION GROUP
100 BANK STREET

BURLINGTON,VT05401
27-2583356
INSURANCE VT 501(C)(3) 12A AEHN
 
 
No
(39)HEALTH PARTNERS PLANS INC
901 MARKET STREET SUITE 500

PHILADELPHIA,PA19107
23-2379751
INSURANCE PA 501(C)(4)   JHNE
 
 
No
(40)HEALTH PARTNERS FOUNDATION
901 MARKET STREET SUITE 500

PHILADELPHIA,PA19107
FUNDRAISING PA 501(C)(3) 12A HPP
 
 
No
(41)JUP of NJ KT PC
1101 MARKET STREET SUITE 2004

PHILADELPHIA,PA19107
88-2234070
Health svcs. PA 501(C)(3)   TJU
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No
(1) 1100 WALNUT ASSOC

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

840 CRESCENT CTR DR
FRANKLIN,TN37067
41-2043518
HEALTH SVCS. PA NA
 
                 
(3) RIVERVIEW SURG CTR LP

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

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

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

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

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

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2400586
MEDICAL OFFICE PA NA
 
                 
(9) KENNEDY CH SURG

11221 ROE AVE
LEAWOOD,KS66211
47-2462625
SURGERY CENTER NJ NA
 
                 
(10) MLJH LLC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
82-1445171
MEDICAL SERVICES PA NA
 
                 
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) TJU INC

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2146678
REAL ESTATE PA NA
 
C CORP.         No
(2) WALNUT REALTY CO

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

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

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
23-2259593
HEALTH SVCS. PA NA
 
C CORP.         No
(5) JEFFCARE INC

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

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

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

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
37-1856786
INACTIVE CA NA
 
C CORP.         No
(9) 925 WALNUT STREET CORP

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

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

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

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

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

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

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

1101 MARKET STREET SUITE 2004
PHILADELPHIA,PA19107
84-1980055
HEALTH SVCS. NJ NA
 
C CORP.         No
(17) CMMC INC

1330 POWELL STREET
NORRISTOWN,PA19401
23-2256479
REAL ESTATE PA NA
 
C CORP.         No
(18) EINSTEIN HEALTHCARE SYSTEMS INC

101 EAST OLNEY AVENUE
PHILADELPHIA,PA19120
23-2314938
INACTIVE PA NA
 
C CORP.         No
(19) REHAB VENTURES INC

1200 WEST TABOR ROAD
PHILADELPHIA,PA19141
23-2619394
INACTIVE PA NA
 
C CORP. 0 1,578,863 100.000 % Yes  
(20) PARTNERS INSURANCE COMPANY INC

1101 MARKET STREET SUITE 2400
PHILADELPHIA,PA19107
88-3557817
INSURANCE PA NA
 
C CORP.         No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




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


Yes No Yes No Yes No






























Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.
Schedule R (Form 990) 2021

Additional Data


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