Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.) | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (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.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | THE ORGANIZATION 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. 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. TJU HAS MORE THAN 42,000 EMPLOYEES AND IS THE SECOND LARGEST EMPLOYER IN PHILADELPHIA. JEFFERSON HEALTH INCLUDES 17 HOSPITALS, 3,867 LICENSED BEDS, 5,963 CREDENTIALED PHYSICIANS AND 9,600 NURSES. JEFFERSON HEALTH'S OUTPATIENT AND COMMUNITY-BASED SERVICES ARE DELIVERED THROUGH A NETWORK OF OWNED AND AFFILIATED PHYSICIAN PRACTICES, SATELLITE MEDICAL AND SURGICAL CENTERS, OUTPATIENT LABORATORIES AND RADIOLOGY CENTERS. JEFFERSON HEALTH INCLUDES OVER 160 OUTPATIENT AND URGENT CARE LOCATIONS, 3 MAGNET DESIGNATIONS, 2 PATHWAYS TO EXCELLENCE DESIGNATIONS, AND THE NCI-DESIGNATED SIDNEY KIMMEL CANCER CENTER. TJU RECENTLY OPENED THE HONICKMAN CENTER IN DOWNTOWN PHILADELPHIA; A TWENTY-STORY ADVANCED TECHNOLOGY FACILITY FOR VARIOUS MEDICAL SERVICES FOR THE COMMUNITY. 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, 2024 AND 2023; THE TJU WHOLLY OWNED TAX-EXEMPT HOSPITALS PROVIDED A TOTAL OF APPROXIMATELY $754 MILLION AND $813 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 12.09% AND 12.86% FOR THE FISCAL YEARS ENDED JUNE 30, 2024 AND 2023; 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, 2024 AND 2023; THE TAXPAYER CONTRIBUTED APPROXIMATELY $56 MILLION AND $94 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 8.54% AND 14.31% FOR THE FISCAL YEARS ENDED JUNE 30, 2024 AND 2023; 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. JEFFERSON ENTERPRISE -------------------- MISSION: WE IMPROVE LIVES. VISION: REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. VALUES: JEFFERSON HEALTH'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY CAMPUS LOCATIONS AND OUTPATIENT SITES ===================================== JHNE HAS THREE HOSPITAL CAMPUSES, TWO OUTPATIENT CENTERS, AND A GROWING NETWORK OF PHYSICIANS, INCLUDING 543 EMPLOYED PHYSICIANS AND 494 INDEPENDENT PHYSICIANS, THAT SERVE THE NORTHEAST PHILADELPHIA AND BUCKS COUNTY COMMUNITIES. FRANKFORD ========= JEFFERSON FRANKFORD HOSPITAL DELIVERS A WIDE RANGE OF EMERGENCY, PRIMARY AND SPECIALTY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. WE ALSO COLLABORATE WITH A VARIETY OF HEALTH CARE PARTNERS LIKE MOSS REHAB IN ORDER TO PROVIDE PATIENTS WITH A BROAD RANGE OF CARE AND SERVICES. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | HIGHLIGHTS OF THE CAMPUS INCLUDE: - EMERGENCY SERVICES; - PRIMARY CARE; - SPECIALTY CARE; - OUTPATIENT SERVICES; AND - PREVENTATIVE HEALTH AND WELLNESS SERVICES. JEFFERSON FRANKFORD HOSPITAL BY THE NUMBERS (FOR FISCAL YEAR 2024) - 115 LICENSED BEDS - 4,575 TOTAL DISCHARGES - 38,292 EMERGENCY DEPARTMENT VISITS CLINICAL AREAS OF DISTINCTION: - PRIMARY STROKE CENTER - CENTER FOR WOUND HEALING AND HYPERBARIC U.S. NEWS & WORLD REPORT RANKINGS - 4 OF 18 HIGH PERFORMING PROCEDURES & CONDITIONS AWARDS AND HONORS - NATIONAL ACCREDITATION FOR BREAST CENTERS FROM THE AMERICAN COLLEGE OF SURGEONS - CANCER ACCREDITATION FROM THE COMMISSION ON CANCER TORRESDALE ========== JEFFERSON TORRESDALE HOSPITAL DELIVERS A WIDE RANGE OF SPECIALTY, EMERGENCY AND PRIMARY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. OUR PATIENTS AND COMMUNITY MEMBERS ALSO HAVE ACCESS TO A VARIETY OF SUPPORT GROUPS, HEALTH LECTURES, SCREENINGS AND A FULL-SERVICE WELLNESS CENTER. HIGHLIGHTS OF THE CAMPUS INCLUDE: - MINIMALLY INVASIVE SURGICAL SERVICES; - HEART CENTER; - SIDNEY KIMMEL CANCER CENTER; - VICKIE & JACK FARBER INSTITUTE FOR NEUROSCIENCE - NEUROLOGY & NEUROSURGERY SERVICES; - CENTER FOR GYNECOLOGY AND WOMEN'S HEALTH; - TRAUMA AND EMERGENCY CARE; AND - OUTPATIENT SERVICES. JEFFERSON TORRESDALE HOSPITAL BY THE NUMBERS (FOR FISCAL YEAR 2024) - 253 LICENSED BEDS - 13,915 TOTAL DISCHARGES - 3,860 OBSERVATION UNIT CASES - 4,019 INPATIENT SURGERIES - 42,439 EMERGENCY DEPARTMENT VISITS CLINICAL AREAS OF DISTINCTION - LEVEL II TRAUMA CENTER - SIDNEY KIMMEL CANCER CENTER - THROMBECTOMY CAPABLE STROKE CENTER - PAIN MANAGEMENT CENTER - HEART CENTER AT JEFFERSON - GENERAL SURGERY U.S. NEWS & WORLD REPORTS RECOGNIZED JEFFERSON TORRESDALE HOSPITAL AS HIGH PERFORMING IN THE FOLLOWING PROCEDURES/CONDITIONS: CHRONIC OBSTRUCTIVE PULMONARY DISEASE; CONGESTIVE HEART FAILURE; KNEE REPLACEMENT; PNEUMONIA. AWARDS AND HONORS - NATIONAL ACCREDITATION FOR BREAST CENTERS FROM THE AMERICAN COLLEGE OF SURGEONS - CANCER ACCREDITATION FROM THE COMMISSION ON CANCER BUCKS COUNTY ============ JEFFERSON BUCKS HOSPITAL DELIVERS A WIDE RANGE OF EMERGENCY, SPECIALTY AND PRIMARY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. OUR PATIENTS AND COMMUNITY MEMBERS ALSO HAVE ACCESS TO A VARIETY OF SUPPORT GROUPS, HEALTH LECTURES, SCREENINGS AND A FULL-SERVICE FITNESS CENTER. HIGHLIGHTS OF THE CAMPUS INCLUDE: - EMERGENCY CARE; - ORTHOPEDIC CARE; - CARDIOVASCULAR SERVICES; - GENERAL SURGERY; - WOMEN'S HEALTH SERVICES; AND - OUTPATIENT SERVICES. JEFFERSON BUCKS HOSPITAL BY THE NUMBERS (FOR FISCAL YEAR 2024) - 96 LICENSED BEDS - 4,811 TOTAL DISCHARGES - 1,944 OBSERVATION UNIT CASES - 1,358 INPATIENT SURGERIES - 23,706 EMERGENCY DEPARTMENT VISITS CLINICAL AREAS OF DISTINCTION - GENERAL SURGERY - WOUND CARE AND HYPERBARIC OXYGEN THERAPY - PRIMARY STROKE CENTER - PAIN MANAGEMENT CENTER - BREAST CARE CENTER U.S. NEWS & WORLD REPORT RANKINGS - 4 OF 18 HIGH PERFORMING PROCEDURES & CONDITIONS WELLNESS PROGRAMS ================= JHNE HAS A LONG TRADITION OF MAKING DISEASE PREVENTION AND HEALTH PROMOTION ACCESSIBLE AND APPEALING TO ITS PATIENTS, FAMILIES AND COMMUNITY BY PROVIDING A VARIETY OF DEDICATED PROGRAMS IN NUTRITION COUNSELING, WEIGHT LOSS, AND DISEASE MANAGEMENT. NUTRITION ========= (1) INDIVIDUAL NUTRITIONAL COUNSELING - NUTRITIONAL ASSESSMENT AND COUNSELING PROVIDED BY REGISTERED DIETITIANS FOR GENERAL NUTRITION AND A VARIETY OF MEDICAL CONCERNS REQUIRING NUTRITIONAL INTERVENTION. (2) HEALTHY LIFESTYLE PROGRAM - THE HEALTHY LIFESTYLE PROGRAM IS A NUTRITION EDUCATION PROGRAM THAT FOCUSES ON HELPING YOU TO BUILD HEALTHY HABITS TO AID IN WEIGHT MANAGEMENT AND TO TREAT AND PREVENT DISEASE. (3) NUTRITION COUNSELING FOR BARIATRIC SURGERY. (4) COMMUNITY GARDEN - JEFFERSON FRANKFORD HOSPITAL HAS AN ON-SITE COMMUNITY GARDEN THAT PRODUCES BUSHELS OF HEALTHY VEGETABLES, FRUITS, AND HERBS FOR FREE DISTRIBUTION TO FRANKFORD COMMUNITY GROUPS AND NEIGHBORS FACING FOOD INSECURITY. IN ADDITION, THE HOSPITAL HOSTS HEALTHY COOKING DEMONSTRATIONS TO TEACH LOCAL NEIGHBORS THE BEST WAYS TO PREPARE THE GARDEN'S CROPS. PROGRAMS & SUPPORT GROUPS ========================= (1) JHNE'S CARDIAC REHABILITATION PROGRAM IS A MEDICALLY MONITORED EXERCISE PROGRAM FOR PERSONS WITH HEART DISEASE. SCHEDULED CLASSES MEET THREE TIMES PER WEEK ON MONDAY, WEDNESDAY, AND FRIDAY. (2) THE PULMONARY REHABILITATION PROGRAM IS A MEDICALLY SUPERVISED PROGRAM FOR PATIENTS WITH CHRONIC RESPIRATORY DISEASE. THE PROGRAM CONSISTS OF EXERCISE AND EDUCATION AND IS DESIGNED TO HELP PATIENTS TO BETTER COPE WITH THEIR BREATHING PROBLEMS. SCHEDULED CLASSES MEET TWO TIMES PER WEEK ON TUESDAY AND THURSDAY. (3) CANCER SUPPORT GROUPS: LED BY A SOCIAL WORKER, GENERAL SUPPORT GROUPS ARE OFFERED FOR PATIENTS COPING WITH CANCER, ALONG WITH THEIR FRIENDS AND FAMILY MEMBERS. (4) CANCER SCREENINGS: A RANGE OF FREE COMMUNITY SCREENINGS ARE OFFERED ON-SITE AT THE SIDNEY KIMMEL CANCER CENTER AT JEFFERSON TORRESDALE HOSPITAL TWICE A YEAR. (5) SMOKING CESSATION AND LUNG SCREENING PROGRAM: JHNE IS DEDICATED TO CONTINUALLY IMPROVING THE HEALTH OF OUR COMMUNITY. OUR INNOVATIVE COMPREHENSIVE SMOKING CESSATION PROGRAM OFFERS THE NECESSARY TOOLS TO HELP YOU QUIT, WHILE OUR UNIQUE, LOW-DOSE CT SCAN REGIMEN CAN KEEP CLOSE WATCH ON THE HEALTH OF YOUR LUNGS. THESE SCANS ARE SAFE AND ARE MORE EFFECTIVE AT DETECTING EARLY ONSET OF LUNG CANCER THAN TRADITIONAL X-RAYS. (6) JEFFERSON FRANKFORD HOSPITAL, JEFFERSON BUCKS HOSPITAL, AND JEFFERSON TORRESDALE HOSPITAL CELEBRATED THE ONE-YEAR ANNIVERSARY OF THE PET THERAPY PROGRAM FOR NURSE WELL-BEING WHICH BROUGHT ENJOYMENT TO HUNDREDS OF NURSES. (7) THE SIDNEY KIMMEL COMPREHENSIVE CANCER CENTER AT JEFFERSON TORRESDALE HOSPITAL OPENED A FOOD PANTRY TO HELP PATIENTS EXPERIENCING FOOD INSECURITY DURING TREATMENT. STOCKED WITH HIGH-PROTEIN, NUTRITIOUS FOODS, THE PANTRY IS MANAGED BY AN ONCOLOGY DIETITIAN AND ONCOLOGY SOCIAL WORKER. FINANCIAL ASSISTANCE ==================== JHNE IS COMMITTED TO PROVIDING HIGH QUALITY AND AFFORDABLE CARE TO ALL INDIVIDUALS WHO SEEK SERVICES, INCLUDING THOSE UNINSURED INDIVIDUALS WHO LACK THE MEANS TO PAY FOR SUCH SERVICES. OUR FINANCIAL ASSISTANCE POLICY SETS FORTH THE GUIDELINES AND PROCESSES BY WHICH PATIENTS ARE PROVIDED FINANCIAL ASSISTANCE THROUGH INDIVIDUAL FINANCIAL COUNSELING, HELP IN SEEKING FEDERAL AND STATE CARE COVERAGE, BASED UPON ELIGIBILITY PROVIDING A DISCOUNT FROM ESTABLISHED MEDICAL CARE CHARGES AND APPLYING FOR CHARITY CARE. IF PATIENTS DO NOT HAVE HEALTH INSURANCE OR THEY ARE UNABLE TO PAY THEIR HOSPITAL BILL, PATIENTS MAY QUALIFY FOR MEDICAL ASSISTANCE, MEDICARE, OR FINANCIAL ASSISTANCE. TO APPLY FOR FINANCIAL ASSISTANCE PATIENTS MUST ASSIST HOSPITAL STAFF BY FURNISHING INFORMATION REQUIRED FOR THE APPLICATION. ACCREDITATION ============= JHNE IS ACCREDITED BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS AND APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA DEPARTMENTS OF HEALTH. THE AMERICAN MEDICAL ASSOCIATION COUNCIL ON MEDICAL EDUCATION AND HOSPITALS HAS ALSO GRANTED APPROVAL FOR THE TRAINING OF INTERNS AND RESIDENTS. THROUGH AUTHORIZATION BY THE COMMONWEALTH OF PENNSYLVANIA, JHNE PROVIDES A PROGRAM OF CONTINUING EDUCATION FOR AREA PHYSICIANS. JHNE IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE HOSPITAL ASSOCIATION OF PENNSYLVANIA, THE DELAWARE VALLEY HOSPITAL COUNCIL AND THE ASSOCIATED HOSPITAL SERVICE OF PHILADELPHIA. GRADUATE MEDICAL EDUCATION/RESIDENCY PROGRAM ============================================ CHOOSING A RESIDENCY PROGRAM IS A MILESTONE IN A MEDICAL EDUCATION. JHNE RESIDENCY PROGRAMS ARE COMMITTED TO PROVIDING THE VERY BEST EDUCATIONAL EXPERIENCE IN A FRIENDLY COMMUNITY ENVIRONMENT. INDIVIDUALIZED INSTRUCTION, UNDER THE TUTELAGE OF OUR DEDICATED CLINICAL AND TEACHING FACULTY, ENSURES THAT EACH INDIVIDUAL'S NEEDS ARE MET. STUDENTS SEEKING AN ACADEMIC PROGRAM IN A CARING, COMMUNITY SETTING SHOULD LOOK FIRST AT JHNE. THE BEST WAY TO FIND OUT ABOUT OUR MEDICAL EDUCATION PROGRAM IS TO SCHEDULE A ROTATION DURING THE THIRD OR FOURTH YEARS OF MEDICAL SCHOOL. WE BELIEVE THAT THIS EXPERIENCE WILL CONVINCE STUDENTS TO CONTINUE THEIR MEDICAL EDUCATION AT JHNE. IF STUDENTS ARE UNABLE TO ARRANGE A ROTATION, WE INVITE THEM TO GET TO KNOW US THROUGH A PERSONAL VISIT AND A TOUR OF OUR FACILITIES. RICH IN EDUCATIONAL OPPORTUNITIES, THE ORGANIZATION ALSO HOSTS RESIDENTS FROM PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE, ALBERT EINSTEIN MEDICAL CENTER, DREXEL HAHNEMANN UNIVERSITY AND DEBORAH HEART AND LUNG CENTER. ARIA'S DEPARTMENT OF MEDICAL EDUCATION HAS AN OSTEOPATHIC RESIDENCY PROGRAMS IN FAMILY PRACTICE, INTERNAL MEDICINE AND EMERGENCY MEDICINE, AS WELL AS COMBINED PROGRAMS IN FAMILY PRACTICE/EMERGENCY MEDICINE AND INTERNAL MEDICINE/EMERGENCY MEDICINE. OUR INSTITUTION ALSO HAS A 3 YEAR PMSR/RRA RESIDENCY PROGRAM. |
| CORE FORM, PART V, QUESTION 15 | ROBERT E. BOOTH, M.D. IS A VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. BOOTH PROVIDES LICENSED MEDICAL SERVICES, AS WELL AS NON-CLINICAL SERVICES AND IS EMPLOYED BY THIS ORGANIZATION. ACCORDINGLY, THIS ORGANIZATION DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO DR. BOOTH BECAUSE THE PORTION OF HIS COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. SALIL SHAH, M.D. IS A VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. SHAH IS AN EMPLOYED PHYSICIAN WHO PROVIDES LICENSED MEDICAL SERVICES, AS WELL AS NON-CLINICAL SERVICES. HE RECEIVES A FEDERAL FORM W-2 FROM METHODIST ASSOCIATES IN HEALTHCARE, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, METHODIST ASSOCIATES IN HEALTHCARE, INC. DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO DR. SHAH BECAUSE THE PORTION OF HIS COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI 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 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH 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. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. BRIAN SWEENEY, RN, MBA, FACHE IS AN OFFICER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWEENEY ALSO SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC.; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, ABINGTON MEMORIAL HOSPITAL DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HE WAS NOT A COVERED EMPLOYEE OF ABINGTON MEMORIAL HOSPITAL AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. PETER L. DEANGELIS, JR. is a former OFFICER OF THIS ORGANIZATION. Mr. Deangelis RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. |
| CORE FORM, PART VI, SECTION A; QUESTION 2 | EDWARD F. MCKENNA, III & AUSTIN A. MEEHAN, III - FAMILY RELATIONSHIP. |
| CORE FORM, PART VI, SECTION A; 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. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS. |
| CORE FORM, PART VI, SECTION A; QUESTION 4 | The organization updated its governing documents to reflect a change in its sole member to Jefferson health Corporation; a related internal revenue code section 501(c)(3) tax-exempt organization. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | Effective with the close of business on June 30, 2024, JEFFERSON HEALTH - NORTHEAST SYSTEM ("JHNES") was statutorily merged into Jefferson health Corporation ("JHC") and JHC became the sole member of this organization. Thomas Jefferson University ("TJU") is the sole corporate member of JHC. TJU has the ultimate authority and right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | The organization is an affiliate within Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was provided to each voting member of the organization's governing body prior to filing with the Internal Revenue Service ("IRS"). As part of the tax return preparation process the organization hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft Federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft Federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to 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 WHOSERVED 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 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. |
| CORE FORM, PART VII AND SCHEDULE J | MOHAMMAD KHAN, M.D. IS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. KHAN IS AN EMPLOYED PHYSICIAN AND RECEIVES A FEDERAL FORM W-2 FROM ARIA HEALTH PHYSICIAN SERVICES; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ARIA HEALTH PHYSICIAN SERVICES. ACCORDINGLY, HIS RESPECTIVE REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ARIA HEALTH PHYSICIAN SERVICES (EIN: 23-2691968) FEDERAL FORM 990. PLEASE REFER TO THE ARIA HEALTH PHYSICIAN SERVICES FEDERAL FORM 990 FOR THIS INFORMATION. SALIL SHAH, M.D. IS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. SHAH IS AN EMPLOYED PHYSICIAN AND RECEIVES A FEDERAL FORM W-2 FROM METHODIST ASSOCIATES IN HEALTHCARE, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH METHODIST ASSOCIATES IN HEALTHCARE, INC. ACCORDINGLY, HIS RESPECTIVE REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE METHODIST ASSOCIATES IN HEALTHCARE, INC. (EIN: 23-2678055) FEDERAL FORM 990. PLEASE REFER TO THE METHODIST ASSOCIATES IN HEALTHCARE, INC. FEDERAL FORM 990 FOR THIS INFORMATION. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI 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. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH 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. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS 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. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. BRIAN SWEENEY, RN, MBA, FACHE IS AN OFFICER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWEENEY ALSO SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC.; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. MR. SWEENEY'S COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152) FEDERAL FORM 990. PLEASE REFER TO THE ABINGTON MEMORIAL HOSPITAL FEDERAL FORM 990 FOR THIS INFORMATION. DEBORAH A. DATTE, ESQ. IS A FORMER OFFICER OF THIS ORGANIZATION. MS. DATTE RECEIVED A FEDERAL FORM W-2 FROM ABINGTON MEMORIAL HOSPITAL; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152) FEDERAL FORM 990. PLEASE REFER TO THE ABINGTON MEMORIAL HOSPITAL FEDERAL FORM 990 FOR THIS INFORMATION. PETER L. DEANGELIS, JR. IS A FORMER OFFICER OF THIS ORGANIZATION. MR. DEANGELIS RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS 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. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. |
| 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 INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART 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 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; AND - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024A. 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, 2024. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS INCLUDE: - CHANGE IN PENSION LIABILITY - $8,993,479; - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($166,736); - TRANSFER OF NET ASSETS from Jefferson Health - Northeast System; an internal revenue code section 501(c)(3) tax-exempt organization - $64,713,743; - Other net asset transfers - ($570,237); - Other Net Asset Transfers (Donor Restricted) - ($150,000); and - OTHER CHANGES IN NET ASSETS - ($307,027). |
| 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, 2024 AND JUNE 30, 2023; 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:67545989 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:21115767 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:5757283 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:5760668 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:3071858 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PHYSICIAN CONTRACTED SERVICES TOTAL FEES:2728914 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING FEES TOTAL FEES:2355053 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:10191 |
| Software ID: | |
| Software Version: |