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 | |||||
| (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 | ||||
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 | 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 | |||
| 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 2023 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-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | 0 | |||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
0 | |||
| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018.......0 | ||||
| b From 2019.......0 | ||||
| c From 2020.......0 | ||||
| d From 2021.......0 | ||||
| e From 2022.......0 | ||||
| fTotal of lines 3a through e | 0 | |||
| g Applied to underdistributions of prior years | 0 | |||
| h Applied to 2023 distributable amount | 0 | |||
|
i
Carryover from 2018 not applied (see instructions) |
0 | |||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | 0 | |||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ 0 | ||||
| a Applied to underdistributions of prior years | 0 | |||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | 0 | |||
|
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. |
0 | |||
|
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. |
0 | |||
|
7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
0 | |||
| 8 Breakdown of line 7: | ||||
| a Excess from 2019.....0 | ||||
| b Excess from 2020.....0 | ||||
| c Excess from 2021.....0 | ||||
| d Excess from 2022.....0 | ||||
| e Excess from 2023.....0 | ||||
| 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 |
| Software ID: | |
| Software Version: |
| 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; 3 voting, 1 independent; - Einstein Community Health Associate; 13 voting, 8 independent; - Einstein Medical Center Montgomery; 10 voting, 9 independent; - Einstein Practice Plan, Inc.; 14 voting, 8 independent; - Fornance Physician Services, Inc.; 13 voting, 8 independent. |
| 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 $168 MILLION AND $155 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 13.45% AND 12.54% 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. THE ORGANIZATION'S MISSION IS THE PROVISION OF COMPASSIONATE, HIGH-QUALITY HEALTHCARE 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 HEALTHCARE 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 HEALTHCARE 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 680 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 270 REHABILITATION BEDS. REHABILITATION SERVICES ARE PROVIDED IN A 83-BED SETTING ON ITS CENTER CITY CAMPUS AND IN A 187-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 EDUCATION AND COUNSELING OF SUCH PERSONS AND THEIR FAMILIES AND ENGAGES IN EDUCATIONAL AND RESEARCH PROGRAMS TO FACILITATE AND SUPPORT SUCH ACTIVITIES. 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 EINSTEIN HOSPITALS ------------------ JEFFERSON EINSTEIN PHILADELPHIA HOSPITAL (JEPH) BY THE NUMBERS (FOR FISCAL YEAR 2024) - 485 LICENSED BEDS - 17,724 TOTAL DISCHARGES - 2,822 INPATIENT SURGERIES - 77,227 EMERGENCY DEPARTMENT VISITS JEFFERSON EINSTEIN MONTGOMERY (JEMH) BY THE NUMBERS (FOR FISCAL YEAR 2024) - 195 LICENSED BEDS - 10,572 TOTAL DISCHARGES - 2,027 INPATIENT SURGERIES - 31,195 EMERGENCY DEPARTMENT VISITS |
| Core form, part iii; statement of program service accomplishments | AWARDS AND RECOGNITIONS ======================= JEFFERSON EINSTEIN PHILADELPHIA HOSPITAL (JEPH) IS A COMMUNITY-BASED ACADEMIC MEDICAL CENTER SERVING A DIVERSE AND DISADVANTAGED POPULATION. JEPH IS CONSIDERED A PRIVATE HEALTHCARE SAFETY-NET HOSPITAL, BEARING A LARGE SHARE OF RESPONSIBILITY FOR CARING FOR THE POOR AS MEASURED BY SERVICE TO MEDICAID, MEDICARE SSI, AND UNINSURED PATIENTS. JEPH CLINICAL AREAS OF DISTINCTION - LEVEL I TRAUMA CENTER - SOLID ORGAN TRANSPLANT - THROMBECTOMY CAPABLE STROKE CENTER - HEART & VASCULAR SURGERY - OBSTETRICS & GYNECOLOGY JEPH WAS RECOGNIZED AS HIGH PERFORMING IN THE FOLLOWING PROCEDURES/CONDITIONS: CONGESTIVE HEART FAILURE; KIDNEY FAILURE. JEPH WAS AWARDED ONE OF AMERICA'S 100 BEST HOSPITALS FOR CARDIAC CARE FOR 2023 AND RECEIVED A CRITICAL CARE EXCELLENCE AWARD FOR 2023 FROM HEALTHGRADES. JEPH IS THE FIRST HOSPITAL IN PA AND ONE OF ONLY A FEW IN THE COUNTRY TO EARN THE JOINT COMMISSION'S ADVANCED CERTIFICATION AS A THROMBECTOMY-CAPABLE STROKE CENTER IN COLLABORATION WITH THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION. THE CERTIFICATION SIGNIFIES THAT THE HOSPITAL MEETS RIGOROUS STANDARDS FOR PERFORMING MECHANICAL ENDOVASCULAR THROMBECTOMY, A SURGICAL PROCEDURE USED TO REMOVE A BLOOD CLOT FROM THE BRAIN DURING AN ISCHEMIC STROKE. AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION RECOGNIZED JEPH WITH THE GET WITH THE GUIDELINES STROKE GOLD PLUS AWARD. JEPH CARDIOLOGY TEAM EARNED THE HEARTCARE CENTER NATIONAL DISTINCTION OF EXCELLENCE RECOGNITION FROM THE AMERICAN COLLEGE OF CARDIOLOGY. THE CARDIOTHORACIC TEAM AT JEPH EARNED A 3-STAR RATING FROM THE SOCIETY OF THORACIC SURGEONS FOR ITS PATIENT CARE AND OUTCOMES IN CORONARY BYPASS GRAFTING PROCEDURES AND MITRAL VALVE REPLACEMENT OR REPAIR PROCEDURES. THE JEPH KIDNEY TRANSPLANT TEAM WAS RECOGNIZED AMONG THE BEST IN THE REGION FOR ONE-YEAR GRAFT-SURVIVAL OUTCOMES ACCORDING TO THE SCIENTIFIC REGISTRY OF TRANSPLANT RECIPIENTS. JEPH HAS BEEN ACCREDITED BY THE ACADEMIC COMPREHENSIVE CANCER PROGRAM THROUGH THE AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER AS WELL AS NATIONAL ACCREDITATION FOR BREAST CENTERS FROM THE AMERICAN COLLEGE OF SURGEONS. ADDITIONALLY, JEPH RECEIVED THE METABOLIC AND BARIATRIC SURGERY ACCREDITATION AND QUALITY IMPROVEMENT PROGRAM. MAGNET RECOGNITION WAS OBTAINED FROM THE AMERICAN NURSES CREDENTIALING CENTER AND THE SLEEP LAB RECEIVED ACCREDITATION FROM THE AMERICA ASSOCIATION OF SLEEP MEDICINE. THE PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION (PTSF) REACCREDITED JEPH FOR 3 YEARS. JEPH EARNED THE BLUE DISTINCTION CENTER+ DESIGNATION FOR MATERNITY CARE FROM INDEPENDENCE BLUE CROSS AND KEYSTONE 10 DESIGNATION FOR BREASTFEEDING PRACTICES FROM THE PENNSYLVANIA DEPARTMENT OF HEALTH. JEPH WAS RE-DESIGNATED AS A BABY FRIENDLY HOSPITAL. HEALTHGRADES ------------ HEATH GRADES IS A LONGSTANDING LEADER IN MAKING INFORMATION ON PHYSICIANS AND HOSPITALS MORE ACCESSIBLE AND TRANSPARENT. THEY PROVIDE CONSUMERS WITH INFORMATION ABOUT CLINICAL OUTCOMES, SATISFACTION, SAFETY AND HEALTH CONDITIONS. HEALTH GRADES NAMED JEPH AND JEM BOTH RECEIVED LEAPFROG A GRADE. JEFFERSON EINSTEIN MONTGOMERY (JEM) OFFERS A WIDE RANGE OF HEALTHCARE PROGRAMS AND SERVICES, FROM COMPLEX CARE REQUIRING ADVANCED TECHNOLOGY AND EXPERTISE, TO PREVENTIVE MEDICINE AND COMMUNITY OUTREACH INITIATIVES. EINSTEIN CARES FOR EACH PERSON REGARDLESS OF ABILITY TO PAY, RACE, RELIGION OR NATIONAL ORIGIN, AND RECOGNIZES ITS RESPONSIBILITY TO USE ITS RESOURCES TO ELEVATE THE HEALTH STATUS OF THE COMMUNITIES IT SERVES. IN ADDITION TO THOMAS JEFFERSON UNIVERSITY, EINSTEIN HEALTHCARE NETWORK HAS ACADEMIC ASSOCIATIONS WITH SEVERAL COLLEGES AND UNIVERSITIES IN THE PHILADELPHIA AREA, INCLUDING GWYNEDD MERCY UNIVERSITY, MONTGOMERY COUNTY COMMUNITY COLLEGE, PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE, UNIVERSITY OF PENNSYLVANIA AND VILLANOVA UNIVERSITY. JEM CLINICAL AREAS OF DISTINCTION - BARIATRIC SURGERY CENTER - HEART AND VASCULAR SURGERY - OBSTETRICS AND GYNECOLOGY - THROMBECTOMY CAPABLE STROKE CENTER AWARDS AND HONORS ----------------- JEM WAS DESIGNATED AMERICA'S 20 BEST HOSPITALS FOR BEING TOP 5% IN THE NATION FOR CONSISTENTLY DELIVERING CLINICAL QUALITY. THE GOLD SEAL OF APPROVAL FROM THE JOINT COMMISSION WAS RECEIVED FOR THE THROMBECTOMY-CAPABLE STROKE CENTER. IT WAS DESIGNATED AS BEST HOSPITAL FOR MATERNITY CARE. ADDITIONALLY, JEM RECEIVED THE LUNG CANCER CENTER OF EXCELLENCE DESIGNATION FROM GO2 FOR LUNG CANCER. NATIONAL ACCREDITATION FOR BREAST CENTERS FROM THE AMERICAN COLLEGE OF SURGEONS WAS OBTAINED AND THE RADIOLOGY FACILITY WAS ACCREDITED BY THE AMERICAN COLLEGE OF RADIOLOGY. IN THE COMMUNITY ================ JEPH ---- FAMILIES UNDERSTANDING NUTRITION (FUN) IS A COLLABORATIVE PARTNERSHIP BETWEEN JEPH AND MORE THAN 45 AGENCIES, INCLUDING THE SCHOOL DISTRICT OF PHILADELPHIA, THE FREE LIBRARY OF PHILADELPHIA, AND THE MONTGOMERY COUNTY INTERMEDIATE UNIT, TO PROVIDE GENERAL NUTRITION EDUCATION TO LOW-INCOME FAMILIES. JEMCP JEPH PROVIDES NUTRITION EDUCATION TO SNAP-ELIGIBLE FAMILIES, PRIMARILY FOCUSING ON THE HEAD START AND BRIGHT FUTURES PROGRAMS. AS A RESULT OF THIS CHNA, JEPH ADOPTED STRATEGIES TO ADDRESS THE FOLLOWING NEEDS: - EARLY PRENATAL CARE TO REDUCE INFANT MORTALITY THROUGH IMPLEMENTATION OF CENTERING PREGNANCY AND A CENTERING PARENTING PROGRAMS AND BABY FRIENDLY DESIGNATION. - PRIMARY CARE FOR LOW-INCOME ADULTS THROUGH THE EINSTEIN COMMUNITY HEALTH ASSOCIATES PRIMARY CARE NETWORK. - PRESCRIPTIONS FOR OLDER ADULTS AND LOW-INCOME POPULATIONS THROUGH EINSTEIN'S 340B PROGRAM. - MENTAL HEALTH TREATMENT THROUGH EINSTEIN'S TWO ADULT INPATIENT UNITS, THE OUTPATIENT CENTER, THE COMMUNITY PRACTICE CENTER AND THE CRISIS RESPONSE CENTER. - BEHAVIORAL HEALTH TREATMENT FOR SCHOOL AGE CHILDREN THROUGH OUR SCHOOL-BASED STUDENT ASSISTANCE PROGRAMS. WITH GROWING RECOGNITION THAT SIGNIFICANT POPULATION HEALTH IMPROVEMENT REQUIRES ATTENTION TO FACTORS BEYOND CLINICAL CARE, EINSTEIN IS EXPLORING APPROACHES TO IDENTIFYING AND ADDRESSING NON-MEDICAL DETERMINANTS OF HEALTH. SUCH EFFORTS ARE ESPECIALLY CRITICAL WHERE THERE ARE HIGH RATES OF POVERTY, CHRONIC DISEASE, AND OBESITY PERSIST. JEPH IS ACTIVELY WORKING TO IMPLEMENT PROGRAMS AND PARTNERSHIPS TO ADDRESS FOOD INSECURITY, ECONOMIC DEVELOPMENT, EDUCATION AND HOUSING. JEM --- AS A RESULT OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, JEM FOCUSED THE PRIORITY HEALTH NEEDS ACROSS THREE DOMAINS: - HEATH ISSUES - PHYSICAL AND BEHAVIORAL HEALTH ISSUES THAT IMPACT THE HEALTH AND WELL-BEING OF A COMMUNITY - ACCESS AND QUALITY OF HEALTHCARE AND HEALTH RESOURCES - COMMUNITY FACTORS - SOCIAL AND ECONOMIC DRIVERS THAT INFLUENCE OPPORTUNITY AND DAILY LIVING AS A PATIENT-CENTERED MEDICAL HOME, JEM ADHERES TO QUALITY MEASURES INCLUDING HEALTH SCREENINGS AIMED TO PREVENT CHRONIC CONDITIONS SUCH AS HYPERTENSION, DIABETES AND CARDIOVASCULAR DISEASE AS WELL AS TO DETECT VARIOUS CANCERS. JEM SUPPORTS COMMUNITY EFFORTS TO PROMOTE A HEALTHY LIFESTYLE AND PROVIDES EXPERTISE THROUGH HEALTH SCREENINGS, HEALTH RISK ASSESSMENTS AND EDUCATION IN THE COMMUNITY. JEM ALSO PROVIDES SEVERAL PROGRAMS TO MINIMIZE THE HEALTH RISKS ASSOCIATED WITH TOBACCO USE. FREE SMOKING CESSATION CLASSES ARE PROVIDED QUARTERLY AND INCLUDE DEVELOPMENT OF CULTURALLY RELEVANT, MULTILINGUAL EDUCATION MATERIALS. JEM CONTINUES TO PARTNER WITH THE AMERICAN CANCER SOCIETY TO PROVIDE COMMUNITY RESOURCES FOR THOSE PREPARING TO QUIT OR RECENTLY COMPLETING A CESSATION COURSE. JEM IS COMMITTED TO MITIGATING CIRCUMSTANCES THAT LEAD TO INFANT MORTALITY THROUGH EVIDENCE-BASED BEST PRACTICE IN MATERNITY CARE. THE NURSE-FAMILY PARTNERSHIP IS A COMMUNITY-BASED PROGRAM SERVING LOW INCOME, FIRST-TIME PREGNANT WOMEN. CLIENTS ARE ASSIGNED A HIGHLY TRAINED NURSE WHO PROVIDES HOME VISITING AND ONE-TO-ONE GUIDANCE DURING PREGNANCY AND THROUGH THE CHILD'S SECOND BIRTHDAY. WITH OVER FORTY YEARS OF EVIDENCE, THE NURSE-FAMILY PARTNERSHIP PROGRAM FOLLOWS MODEL ELEMENTS THAT SUPPORT IMPROVED BIRTH OUTCOMES, CHILD HEALTH AND DEVELOPMENT AND ECONOMIC SELF- SUFFICIENCY. NEONATOLOGISTS AT EINSTEIN MONTGOMERY ARE LEADING A MULTIDISCIPLINARY TEAM TO EXAMINE BEST PRACTICES SURROUNDING NEONATAL ABSTINENCE SYNDROME (NAS). THE TEAM FOCUSES ON BUILDING RELATIONSHIPS WITH PARENTS, INCLUDING PRENATAL OUTREACH AND SUPPORT POST DISCHARGE. THEY WORK CLOSELY WITH MONTGOMERY COUNTY'S OFFICE OF CHILDREN AND YOUTH'S PLAN OF SAFE CARE INITIATIVE. TO MAKE HEALTHCARE SERVICES MORE ACCESSIBLE, JEM HAS IMPLEMENTED MANY OF THE PROPOSED SOLUTIONS FROM THE CHNA AND CONTINUES TO COLLABORATE INTERNALLY TO IMPROVE QUALITY CARE. TACTICS INCLUDE ONLINE APPOINTMENT SCHEDULING, EXTENDED APPOINTMENT HOURS, AND TELEHEALTH CARE COORDINATION. |
| Core Form, Part V, Question 15 | kenneth d. levitan is a former officer of this organization. Accordingly, albert einstein medical center filed a 2023 federal form 4720 which included a remittance of excise tax related to mr. Levitan's compensation in excess of $1m. Mark Kotapka, M.D., Radi Zaki, M.D., James Raphael, M.D., Sumeet Mainigi, M.D. and Christopher Williamson, 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. DIXIEANNE P. JAMES IS AN OFFICER AND VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. SHE ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. SHE RECEIVES A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER AND THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M BECAUSE SHE WAS NOT A COVERED EMPLOYEE OF ALBERT EINSTEIN MEDICAL CENTER AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. JOHN P. MORDACH IS AN OFFICER AND VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. HE 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. SECTION 4960. EDMUND PRIBITKIN, M.D., MBA IS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. EDMUND PRIBITKIN, M.D., MBA is the president of Jefferson Medical Group, the direct controlling entity and solE member of Jefferson University Physicians. Dr. Pribitkin is also EMPLOYED by Jefferson University Physicians as a PHYSICIAN PROVIDING LICENSED MEDICAL SERVICES. During 2023, Jefferson University Physicians filed a 2023 federal form 4720 which included a remittance of excise tax related to his compensation attributable to non-clinical services in excess of $1M. 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, 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. 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 2023 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; 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; questions 6 & 7 | JEFFERSON HEALTH CORPORATION ("JHC") is the sole member of all organizations included in this consolidated group form 990. Thomas jefferson university ("tju") is the sole member of JHC. 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, 2024, 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, D.O. - 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 - John P. Mordach Einstein community health associate's board of trustees includes the following individuals: - Steven Berk, Esq. - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Dixieanne P. James - Marina Kats, Esq. - Edmund Pribitkin, 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. - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Dixieanne P. James - Marina Kats, Esq. - Angela Nicholas, M.D. - Edmund Pribitkin, 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. - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Marina Kats, Esq. - Angela Nicholas, M.D. - Edmund Pribitkin, 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. |
| Core form, part vii and schedule j | JOHN P. MORDACH IS AN OFFICER AND VOTING MEMBER 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. EDMUND PRIBITKIN, M.D., MBA IS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. EDMUND PRIBITKIN, M.D., MBA is the president of Jefferson Medical Group, the direct controlling entity and solE member of Jefferson University Physicians. Dr. Pribitkin is also EMPLOYED by Jefferson University Physicians as a PHYSICIAN PROVIDING LICENSED MEDICAL SERVICES. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE JEFFERSON UNIVERSITY PHYSICIANS (EIN: 23-2809585) FEDERAL FORM 990. PLEASE REFER TO THE JEFFERSON UNIVERSITY PHYSICIANS 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. HIS 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. 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. |
| 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; 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 or fund balance include: - net Transfer from a related internal revenue code section 501(c)(3) tax-exempt organization - $282,343; - Change in net pension liability - $25,413,937; - Net Assets Released from Restriction (Endowments) - ($4,142,177); - Net Assets Released from Restriction (Operating) - $2,340,468; - Net Assets Released from Restriction (External Trust) - $1,602,654; - Net Assets Released from Restriction (Capital) - $27,576; - Transfer: Incr/Decr Market Value - ($1,207,946); and - Other Decreases in Fund Balance - ($108,712). |
| 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. |
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