TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) KEVIN B MAHONEY...................................................................... EX-OFFICIO MEMBER	1.0 ................. 54.0	X				0	2,777,146	20,761
(2) KEITH KASPER...................................................................... CONTROLLER;EX-OFFICIO MEMBER	1.0 ................. 54.0	X	X			0	1,810,167	236,866
(3) MICHELE M VOLPE...................................................................... COO UPHS; EX-OFFICIO MEMBER	1.0 ................. 54.0	X	X			0	1,396,534	15,224
(4) JAMES BALLINGHOFF RNMSNMBA...................................................................... BOARD MEMBER; CNO	55.0 ................. 0.0	X	X			572,396	0	12,284
(5) ROBERT J RUSSELL MPANHAFACHE...................................................................... CEO AS OF 9/3/23; EX-OFF. MBR	54.0 ................. 1.0	X	X			505,902	0	20,848
(6) JACK ENDE MD...................................................................... BOARD MEMBER	1.0 ................. 54.0	X				0	369,127	56,864
(7) S SIU MD...................................................................... PHYSICIAN ADVISOR	55.0 ................. 0.0			X		334,579	0	20,205
(8) NISHAMINY KASBEKAR...................................................................... CHIEF PHARMACY OFFICER	55.0 ................. 0.0			X		323,672	0	28,953
(9) KIMBERLY A DEPPERT...................................................................... ASSOC. EXEC DIR. CARD SRVCS	55.0 ................. 0.0			X		332,011	0	12,749
(10) GENE GOFMAN MBA...................................................................... ASST. CONTROLLER/SECRETARY	54.0 ................. 1.0	X	X			315,537	0	29,073
(11) VINAL PATEL...................................................................... MEDICAL LAB. SCIENTIST II	55.0 ................. 0.0			X		267,872	0	29,378
(12) GEORGE IYOOB...................................................................... CLINICAL DIRECTOR	55.0 ................. 0.0			X		258,007	0	28,368
(13) ANTHONY ZUMPANO...................................................................... FMR ASST. CONTROLLER/SECRETARY	54.0 ................. 1.0				X	241,123	0	7,577
(14) ANN CONLIN...................................................................... BOARD MEMBER	1.0 ................. 0.0	X				0	0	0
(15) JUDGE RENEE CARDWELL HUGHES...................................................................... BOARD MEMBER; CHAIR	1.0 ................. 0.0	X	X			0	0	0
(16) REV DR WILLIAM J SHAW...................................................................... BOARD MEMBER	1.0 ................. 0.0	X				0	0	0
(17) BENJAMIN C SUN MD MPP...................................................................... BOARD MEMBER	1.0 ................. 0.0	X				0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
WEXFORD UCSC 3737 LLC, 17190 BERNARDO CENTER DR SAN DIEGO,CA92128	PROPERTY LEASE SRVS	20,312,550
HSC BUILDERS CONSTRUCTION MGRS, 304 NEW MILL LN EXTON,PA19341	CONSTRUCTION SRVS	5,756,699
ALLIED UNIVERSAL COMPANY, 1617 JOHN F KENNEDY BLVD STE 960 PHILADELPHIA,PA19103	OUTSOURCED STAFFING	3,097,238
ONCALL PHYSICIAN STAFFING INC, 308 GOLF HILLS RD HAVERTOWN,PA19083	OUTSOURCED STAFFING	1,754,490
GENERAL HEALTHCARE RESOURCES, 2550 HICKORY RD STE 240 PLYMOUTH MEETING,PA19462	OUTSOURCED STAFFING	1,132,837
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 30

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

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

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

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

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

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

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

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

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

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

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

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

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

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

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

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

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

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

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

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 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.

Section B. Total Support

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

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

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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

Schedule A (Form 990) 2023

Page 3

Part III

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

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 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.)

Section B. Total Support

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.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

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

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

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

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

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

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

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

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

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

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

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

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

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

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

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

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

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

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

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

10a

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

10a

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

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

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

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

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

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

Section C. Type II Supporting Organizations

Yes

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

Section D. All Type III Supporting Organizations

Yes

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

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

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

Section E. Type III Functionally-Integrated Supporting Organizations

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

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

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

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

Activities Test. Answer lines 2a and 2b below.

Yes

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

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

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

Schedule A (Form 990) 2023

Page 6

Part V

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

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

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

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

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

Schedule A (Form 990) 2023

Page 7

Part V

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

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
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.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

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

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

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

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

OMB No. 1545-0047

2023

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

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

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

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM		Employer identification number 23-2810852

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM			Employer identification number 23-2810852
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (2023)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

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

Attach to Form 990.
right arrow

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

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

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

		(a) Donor advised funds
1	Total number at end of year .........	339
2	Aggregate value of contributions to (during year)	1,681,664
3	Aggregate value of grants from (during year)	1,887,374
4	Aggregate value at end of year ........	51,420,768

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

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

Number of states where property subject to conservation easement is located right arrow

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

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

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

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

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

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

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

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

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

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

Yes No

Part IV

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

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

Yes No


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

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

Yes No

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

Part V

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

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

1a	Beginning of year balance ....	167,657,172	172,988,119	182,082,082	135,791,491	137,910,872
b	Contributions ...	0	520,090	509,122	918,371	3,896
c	Net investment earnings, gains, and losses	13,649,534	2,413,587	-1,852,385	52,717,110	4,166,132
d	Grants or scholarships ...	0	0	0	0	0
e	Other expenditures for facilities and programs ...	8,583,349	8,264,624	7,750,700	7,344,890	6,289,409
f	Administrative expenses ....	0	0	0	0	0
g	End of year balance ......	172,723,357	167,657,172	172,988,119	182,082,082	135,791,491

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100.000 %

Term endowment right arrow

0 %

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

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

Yes

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

3a(i)

Yes

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

3a(ii)

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

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

Part VI

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

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

1a	Land .....	4,788,853		4,788,853
b	Buildings ....	547,908,562	223,758,718	324,149,844
c	Leasehold improvements	1,663,742	1,663,742	0
d	Equipment ....	281,185,001	205,733,040	75,451,961
e	Other .....	36,882,572	0	36,882,572
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				441,273,230

Schedule D (Form 990) 2022

Page 3

Part VII

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

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

Part VIII

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

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

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

(a) Description				(b) Book value
(1)GOODWILL				24,887,819
(2)OTHER NON-CURRENT ASSETS				107,482,062
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				132,369,881

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
THIRD PARTY SETTLEMENTS	1,187,109
FIN 47 ASSET RETIREMENT	3,638,236
DUE TO AFFILIATE	83,216,071






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	88,041,416
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

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

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

Part XIII

Supplemental Information

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

Return Reference	Explanation
SCHEDULE D, PART V, LINE 4	USE OF ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------
SCHEDULE D, PART X, LINE 1	DETAIL OF OTHER LIABILITIES THE DUE TO AFFILIATE ACCOUNT REPRESENTS AMOUNTS OWED BY THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------
SCHEDULE D, PART X, LINE 2	TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2024 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .

Yes

If "Yes," was it a written policy? ......................

Yes

If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.

Applied uniformly to all hospital facilities Applied uniformly to most hospital facilities Generally tailored to individual hospital facilities

Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.

Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?

If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:

Yes

100% 150% 200% Other 300 %

Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate

which of the following was the family income limit for eligibility for discounted care: . . . . . . . .

Yes

200% 250% 300% 350% 400% Other %

If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.

Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

Yes

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

If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .

If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .

Did the organization prepare a community benefit report during the tax year? . . . . . . . . .

Yes

If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .

Yes

Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	5,875,979	0	5,875,979	0.460 %
b	Medicaid (from Worksheet 3, column a) . . . . .
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .	214,047,085	166,441,687	47,605,398	3.740 %
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	219,923,064	166,441,687	53,481,377	4.200 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).
f	Health professions education (from Worksheet 5) . . .	33,093,113	11,378,375	21,714,738	1.710 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .
j	Total. Other Benefits . .	33,093,113	11,378,375	21,714,738	1.710 %
k	Total. Add lines 7d and 7j .	253,016,177	177,820,062	75,196,115	5.910 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2023

Schedule H (Form 990) 2023

Page

Part II

Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.

		(a) Number of activities or programs (optional)	(b) Persons served (optional)	(c) Total community building expense	(d) Direct offsetting revenue	(e) Net community building expense	(f) Percent of total expense
1	Physical improvements and housing
2	Economic development
3	Community support
4	Environmental improvements
5	Leadership development and training for community members
6	Coalition building
7	Community health improvement advocacy
8	Workforce development
9	Other
10	Total

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................

Yes

Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......

12,655,772

Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......

2,858,366

Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.

Section B. Medicare

Enter total revenue received from Medicare (including DSH and IME).....

202,054,059

Enter Medicare allowable costs of care relating to payments on line 5.....

203,138,750

Subtract line 6 from line 5. This is the surplus (or shortfall)........

-1,084,691

Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

Did the organization have a written debt collection policy during the tax year? ..........

Yes

If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

Yes

Part IV

Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)

(a) Name of entity	(b) Description of primary activity of entity	(c) Organization's profit % or stock ownership %	(d) Officers, directors, trustees, or key employees' profit % or stock ownership %	(e) Physicians' profit % or stock ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13

Schedule H (Form 990) 2023

Page

Part VFacility Information

Section A. Hospital Facilities (list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
1	PENN PRESBYTERIAN MEDICAL CTR 51 NORTH 39TH STREET PHILADELPHIA,PA19104 WWW.PENNMEDICINE.ORG LICENSE #421101	X	X	X	X	X

Schedule H (Form 990) 2023

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)

	PENN PRESBYTERIAN MEDICAL CTR
Name of hospital facility or letter of facility reporting group

Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):

Yes

Community Health Needs Assessment

Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................

Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C...............

During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12......................

Yes

If "Yes," indicate what the CHNA report describes (check all that apply):

A definition of the community served by the hospital facility

Demographics of the community

Existing health care facilities and resources within the community that are available to respond to the health needs of the community

How data was obtained

The significant health needs of the community

Primary and chronic disease needs and other health issues of uninsured persons, low-income persons, and minority groups

The process for identifying and prioritizing community health needs and services to meet the community health needs

The process for consulting with persons representing the community’s interests

The impact of any actions taken to address the significant health needs identified in the hospital facility's prior CHNA(s)

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 21

In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted .................

Yes

6 a

Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C..................................

Yes

Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................

Yes

Did the hospital facility make its CHNA report widely available to the public?..............

Yes

If "Yes," indicate how the CHNA report was made widely available (check all that apply):

Hospital facility’s website (list url): SEE SCH H, PART V, SECTION C

Other website (list url):

Made a paper copy available for public inspection without charge at the hospital facility

Other (describe in Section C)

Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22

Is the hospital facility's most recently adopted implementation strategy posted on a website?.........

Yes

If "Yes" (list url): SEE SCH H, PART V, SECTION C

If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ......

10b

Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.

12a

Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?...............................

12a

If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........

12b

If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $

Schedule H (Form 990) 2023

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

	PENN PRESBYTERIAN MEDICAL CTR
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a written financial assistance policy that:

Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care?

Yes

If “Yes,” indicate the eligibility criteria explained in the FAP:

Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 300.%
and FPG family income limit for eligibility for discounted care of 300.%

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

Explained the basis for calculating amounts charged to patients?.................

Yes

Explained the method for applying for financial assistance?...................

Yes

If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):

Described the information the hospital facility may require an individual to provide as part of his or her application

Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application

Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process

Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications

Other (describe in Section C)

Was widely publicized within the community served by the hospital facility?........

Yes

If "Yes," indicate how the hospital facility publicized the policy (check all that apply):

The FAP was widely available on a website (list url):

SCH H, PART V, SECT. C

The FAP application form was widely available on a website (list url):

SCH H, PART V, SECT. C

A plain language summary of the FAP was widely available on a website (list url):
SCH H, PART V, SECT. C

The FAP was available upon request and without charge (in public locations in the hospital facility and by mail)

The FAP application form was available upon request and without charge (in public locations in the hospital facility
and by mail)

A plain language summary of the FAP was available upon request and without charge (in public locations in the
hospital facility and by mail)

Individuals were notified about the FAP by being offered a paper copy of the plain language summary of the FAP, by
receiving a conspicuous written notice about the FAP on their billing statements, and via conspicuous public displays or
other measures reasonably calculated to attract patients' attention

Notified members of the community who are most likely to require financial assistance about availability of the FAP

The FAP, FAP application form, and plain language summary of the FAP were translated into the primary language(s)
spoken by LEP populations

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 6

Part VFacility Information (continued)

Billing and Collections

	PENN PRESBYTERIAN MEDICAL CTR
Name of hospital facility or letter of facility reporting group

Yes

Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?..................................

Yes

Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring, denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............

If "Yes," check all actions in which the hospital facility or a third party engaged:

Reporting to credit agency(ies)

Selling an individual’s debt to another party

Deferring , denying, or requiring a payment before providing medically necessary care due to nonpayment of a previous
bill for care covered under the hospital facility's FAP

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):

Provided a written notice about upcoming ECAs (Extraordinary Collection Action) and a plain language summary of the
FAP at least 30 days before initiating those ECAs (if not, describe in Section C)

Made a reasonable effort to orally notify individuals about the FAP and FAP application process (if not, describe in
Section C)

Processed incomplete and complete FAP applications (if not, describe in Section C)

Made presumptive eligibility determinations (if not, describe in Section C)

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?..................

Yes

If "No," indicate why:

The hospital facility did not provide care for any emergency medical conditions

The hospital facility’s policy was not in writing

The hospital facility limited who was eligible to receive care for emergency medical conditions (describe in Section C)

Other (describe in Section C)

Schedule H (Form 990) 2023

Page 7

Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)

	PENN PRESBYTERIAN MEDICAL CTR
Name of hospital facility or letter of facility reporting group

Yes

Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month period

The hospital facility used a look-back method based on claims allowed by Medicaid, either alone or in combination with
Medicare fee-for-service and all private health insurers that pay claims to the hospital facility during a prior 12-month
period

The hospital facility used a prospective Medicare or Medicaid method

During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ...............................

If "Yes," explain in Section C.

During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ...........................

If "Yes," explain in Section C.

Schedule H (Form 990) 2023

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA)	THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH ("PDPH") AND HEALTH CARE IMPROVEMENT FOUNDATION ("HCIF") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. PDPH AND HCIF DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: https://www.pennmedicine.org/ABOUT/SUPPORTING-OUR-COMMUNITIES --------------------
PART V, SECTION B, LINE 7 & 10- CHNA & IMP. PLAN PUBLIC AVAILABILITY	A COPY OF THE ORGANIZATION'S CHNA REPORT AND COMMUNITY HEALTH IMPROVEMENT PLAN REPORT ("IMPLEMENTATION PLAN") CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SUPPORTING-OUR-COMMUNITIES OUR CHNA AND IMPLEMENTATION PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION PLAN WAS ADOPTED BY 11/15/2022, AS PERMITTED UNDER THE REGULATIONS. --------------------
PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA)	FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT), AS WELL AS THE FOLLOWING: HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SUPPORTING-OUR-COMMUNITIES TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://COMMUNITYIMPACT.PENNMEDICINE.ORG/ --------------------
PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY)	A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PATIENT-INFORMATION /INSURANCE-AND-BILLING/FINANCIAL-ASSISTANCE ------------------

Schedule H (Form 990) 2023

Page 9

Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility (list in order of size, from largest to smallest) How many non-hospital health care facilities did the organization operate during the tax year?7
Name and address		Type of Facility (describe)
1	PENN CENTER FOR REHABILITATION & CARE 3609 CHESTNUT STREET PHILADELPHIA,PA191042612	SKILLED NURSING FACILITY
2	PENN MEDICINE AT CHERRY HILL 1865 E ROUTE 70 2ND FLOOR CHERRY HILL,NJ08034	OUTPATIENT FACILITY
3	PENN CARDIOLOGY - WILLINGBORO 200 CAMPBELL DRIVE SUITE 115 WILLINGBORO,NJ08046	OUTPATIENT FACILITY
4	PENN CARDIOLOGY CAPE MAY 211 S MAIN STREET SUITE 205 CAPE MAY COURTHOUSE,NJ08210	OUTPATIENT FACILITY
5	PENN CARDIOLOGY - PPMC 39TH AND MARKET STREET - SUITE 400 PHILADELPHIA,PA19104	OUTPATIENT FACILITY
6	PENN CARDIOLOGY MAYFAIR 7133 ROOSEVELT BLVD PHILADELPHIA,PA19149	OUTPATIENT FACILITY
7	PENN CARDIOLOGY - MEDIA 605 W STATE STREET MEDIA,PA19063	OUTPATIENT FACILITY
8
9
10

Schedule H (Form 990) 2023

Page 10

Part VI

Supplemental Information

Provide the following information.

1	Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2	Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3	Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4	Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5	Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6	Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7	State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.

Form and Line Reference	Explanation
PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED)	THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $28,689,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2024. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. --------------------
PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES)	DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE)	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. --------------------
PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL)	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. --------------------
PART III, LINE 9B (COLLECTION PRACTICES)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT)	PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS), WHICH TOGETHER FORM A $11.9 BILLION ENTERPRISE. THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. THE SCHOOL OF MEDICINE HAS 791 M.D. STUDENTS, 1,947 RESIDENTS AND FELLOWS, AND 3,289 FULL-TIME FACULTY MEMBERS AS OF FY23. THROUGH UNDERGRADUATE MEDICAL EDUCATION, BROAD RANGING GRADUATE, RESIDENCY, AND FELLOWSHIP PROGRAMS, AND CONTINUING MEDICAL EDUCATION COURSES, THE SCHOOL TRAINS THE FUTURE LEADERS OF AMERICAN MEDICINE. AMBITIOUS BIOMEDICAL RESEARCH, CARRIED OUT IN 28 BASIC SCIENCE AND CLINICAL DEPARTMENTS AND IN NUMEROUS MULTIDISCIPLINARY CENTERS AND INSTITUTES, IS CLOSELY LINKED TO TEACHING AND PATIENT CARE, CONTRIBUTING TO OVERALL EXCELLENCE IN ALL THREE MISSION AREAS AND TO PENN MEDICINE'S PREEMINENCE AS AN INTEGRATED ACADEMIC MEDICAL CENTER. WITHIN OUR PHILADELPHIA FACILITIES, IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. IN FISCAL YEAR 2023, PENN MEDICINE, AS AN INSTITUTION, PROVIDED $421.9 MILLION IN CHARITY AND UNDERFUNDED CARE FOR PATIENTS IN NEED. THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE PERELMAN SCHOOL OF MEDICINE. TODAY, IT HAS 20 CLINICAL DEPARTMENTS AND PROVIDES TRAINING IN MORE THAN 40 CLINICAL SPECIALTIES. MAJOR AREAS OF CLINICAL FOCUS ACROSS HUP INCLUDE CARDIAC CARE, ONCOLOGY, NEUROSCIENCES, AND WOMEN'S HEALTH. HUP IS ONE OF THE ONLY HOSPITALS IN THIS REGION THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. HUP'S CAMPUS IS A HUB FOR INNOVATIVE MEDICAL CARE, AND HOME TO THE PAVILION-THE LARGEST CAPITAL PROJECT IN THE UNIVERSITY OF PENNSYLVANIA'S HISTORY-WHICH OPENED IN OCTOBER 2021. THE PAVILION IS ONE OF THE LARGEST HOSPITAL PROJECTS IN THE U.S.-AND THE LARGEST IN THE PHILADELPHIA REGION. THE BUILDING RISES 17 STORIES ON PENN MEDICINE'S WEST PHILADELPHIA CAMPUS AS A PLACE WHERE PENN'S WORLD-RENOWNED RESEARCHERS, CLINICIANS, AND FACULTY WILL CONTINUE TO PIONEER ADVANCED PATIENT CARE. THE $1.6 BILLION FACILITY HOUSES 504 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. IN MARCH 2021, HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE OPENED AS PART OF A PARTNERSHIP WITH PUBLIC HEALTH MANAGEMENT CORPORATION (PHMC) OFFERING CONTINUITY IN ACCESS TO CARE AND SERVICES IN WEST AND SOUTHWEST PHILADELPHIA IN PLACE OF A LONGSTANDING COMMUNITY HOSPITAL THAT NEEDED TO CLOSE. THIS SITE OFFERS 121 LICENSED BEDS AND CONTINUES TO EVOLVE INTO A MULTI-FACETED AND INNOVATIVE PUBLIC HEALTH CAMPUS. PENN MEDICINE MANAGES THE EMERGENCY DEPARTMENT, INPATIENT SERVICES, AND HOSPITAL-BASED BEHAVIORAL HEALTH PROGRAMMING AS HUP-CEDAR. PHMC HAS OPENED A FEDERALLY QUALIFIED HEALTH CENTER AT THE SITE, WHICH IS STAFFED BY CLINICIANS FROM THE PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, PROVIDING COMMUNITY MEMBERS WITH ACCESS TO HIGH-QUALITY, INTEGRATED, PATIENT-CENTERED HEALTH CARE. A KEY ELEMENT OF THE CAMPUS IS A ROBUST COMMUNITY ENGAGEMENT PLAN THAT INCLUDES REGULAR AND ONGOING COMMUNITY OUTREACH WITH STAKEHOLDERS, THUS SUPPORTING THE ENGAGEMENT OF COMMUNITY-BASED, NON-PROFIT SOCIAL SERVICES THAT ADDRESS KEY ISSUES, SUCH AS HEALTH AND WELLNESS EDUCATION AND FOOD INSECURITY. PENN PRESBYTERIAN MEDICAL CENTER (PPMC) IS CONSISTENTLY RECOGNIZED AS A CENTER OF EXCELLENCE FOR CARDIAC CARE, OPHTHALMOLOGY, AND NEUROSCIENCES. PPMC'S CAMPUS INCLUDES THE MUSCULOSKELETAL CENTER'S OUTPATIENT FACILITY AT PENN MEDICINE UNIVERSITY CITY, ABRAMSON CANCER CENTER AND THE PAVILION FOR ADVANCED CARE, HOME TO PENN MEDICINE'S LEVEL 1 TRAUMA CENTER. THE PA ACCREDITED TRAUMA CENTER OPERATES AROUND THE CLOCK TO CARE FOR PATIENTS WHO HAVE BEEN CRITICALLY INJURED IN CAR ACCIDENTS, FALLS, GUNSHOT WOUNDS AND THROUGH OTHER BLUNT AND PENETRATING TRAUMAS. THE TRAUMA CENTER AT PENN PRESBYTERIAN MEDICAL CENTER SERVES AS A REGIONAL RESOURCE FOR INJURED PATIENTS CARING FOR MORE THAN 3,000 PATIENTS ANNUALLY, SEVERAL HUNDRED OF WHOM ARE TRANSFERRED FROM OTHER AREA HOSPITALS AND TRAUMA CENTERS. PENNSYLVANIA HOSPITAL IS THE NATION'S FIRST HOSPITAL. FOUNDED IN 1751 BY BENJAMIN FRANKLIN AND DR. THOMAS BOND, PENNSYLVANIA HOSPITAL HAS BEEN A LEADER IN PATIENT CARE, TREATMENT TECHNIQUES, AND MEDICAL EDUCATION FOR MORE THAN 270 YEARS. TODAY ITS CLINICAL PROGRAMS INCLUDE THE SPINE CENTER, ORTHOPEDICS, THE CENTER FOR TRANSFUSION-FREE MEDICINE, MATERNITY AND NEWBORN SERVICES, AND BEHAVIORAL HEALTH. PENNSYLVANIA HOSPITAL IS ALSO HOME TO PENN MEDICINE WASHINGTON SQUARE, THE HOSPITAL'S OUTPATIENT FACILITY. IMPACT OF PRIOR COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PROPELLED BY OUR TRIPARTITE MISSION OF PATIENT CARE, EDUCATION, AND RESEARCH, AND IN RESPONSE TO THE NEEDS OF OUR COMMUNITY, PENN MEDICINE HAS DRIVEN SEVERAL PROGRAMS TO CARE FOR OUR NEIGHBORS AND IMPROVE THE WELL-BEING OF OUR REGION: > MENTAL AND BEHAVIORAL HEALTH AND SUBSTANCE USE THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE (HUP CEDAR) CRISIS RESPONSE CENTER (CRC) WAS ESTABLISHED IN 2023 TO MAKE CRITICAL PSYCHIATRIC AND SUBSTANCE USE CARE EASILY ACCESSIBLE FOR WEST AND SOUTHWEST PHILADELPHIA RESIDENTS. IN ADDITION TO MOVING INPATIENT AND DRUG AND ALCOHOL DETOXIFICATION UNITS FROM PENN PRESBYTERIAN MEDICAL CENTER TO HUP CEDAR, THE NEWLY ESTABLISHED CRC PROVIDED CARE FOR MORE THAN 4,500 PATIENT VISITS IN ITS FIRST YEAR. TOGETHER, PENNSYLVANIA HOSPITAL AND THE HUP CEDAR HAVE A TOTAL OF 73 LICENSED INPATIENT PSYCHIATRIC BEDS AND 16 BEDS FOR SUBSTANCE USE TREATMENT. IN 2023, THERE WERE MORE THAN 107,000 DRUG OVERDOSE DEATHS IN THE UNITED STATES, AND IN PHILADELPHIA, DEATH RATES CONTINUE TO RISE. PENN MEDICINE'S CENTER FOR OPIOID RECOVERY AND ENGAGEMENT (CORE) PROVIDES FREE PEER SUPPORT FOR INDIVIDUALS STRUGGLING WITH OPIOID USE AND THEIR LOVED ONES. THE PROGRAM PROVIDES MULTIPLE PATHWAYS TO RECOVERY BY REMOVING BARRIERS AND FACILITATING ACCESS TO RECOVERY RESOURCES. CORE OFFERS HANDS-ON MEDICAL AND BEHAVIORAL HELP TO ENSURE INDIVIDUALS RECEIVE CONTINUED TREATMENT AND ARE SUPPORTED WITHIN THEIR COMMUNITIES. CORE'S OPIOID USE DISORDER (OUD) CARE TEAM IS MADE UP OF CERTIFIED RECOVERY SPECIALISTS WHO USE THEIR PERSONAL OUD EXPERIENCES TO PROVIDE PARTICIPANTS WITH LONG-TERM GUIDANCE FOR RECOVERY. CORE ALSO OFFERS ENHANCED CASE MANAGEMENT SERVICES, PROVIDING ASSISTANCE WITH OBTAINING HOUSING, EDUCATION, SOCIAL SERVICE NEEDS, SUPPORT GROUPS AND ACCESS TO TREATMENT. > CHRONIC DISEASE PREVENTION AND MANAGEMENT STROKE COMMUNITY EDUCATION PROGRAM: IN RECOGNITION THAT STROKE IS THE NUMBER-ONE PREVENTABLE CAUSE OF DISABILITY, PENN MEDICINE OFFERS COMMUNITY-BASED, STROKE-RELATED EDUCATIONAL PROGRAMMING AT EVERY HOSPITAL IN THE SYSTEM. RISK FACTORS ARE IDENTIFIED THROUGH A COMMUNITY HEALTH NEEDS ASSESSMENT, WITH PROGRAM STAFF STRIVING TO HELP RESIDENTS COMBAT ANY RISK FACTORS THAT EMERGE, WHILE WORKING TO INCREASE AWARENESS OF STROKE AND ITS SYMPTOMS. NATIONAL DIABETES PREVENTION PROGRAM (NDPP): THIS YEAR-LONG, RESEARCH-BASED PROGRAM USES CURRICULUM PUBLISHED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION TO PROMOTE HEALTHY EATING AND PHYSICAL ACTIVITY IN INDIVIDUALS AT RISK FOR DEVELOPING TYPE 2 DIABETES. PROVIDED AT MOST PENN MEDICINE DIABETES EDUCATION CENTERS, THE NDPP ENCOURAGES HEALTHY LIFESTYLE CHANGES TO DELAY OR PREVENT A DIAGNOSIS OF TYPE 2 DIABETES. DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT PROGRAMS (DSMES): DIABETES IS A COMPLEX CONDITION THAT INVOLVES MANY DAILY SELF-MANAGEMENT HABITS. DSMES PROGRAMS PROVIDE INDIVIDUALS LIVING WITH DIABETES WITH THE TOOLS AND SUPPORT NEEDED TO ADDRESS THE BEHAVIORAL, EDUCATIONAL, MEDICAL, AND MENTAL ASPECTS OF DIABETES MANAGEMENT. THESE SKILLS CAN HELP PEOPLE WITH DIABETES ENHANCE THEIR DAILY SELF-CARE, DECREASE COMPLICATIONS OF DIABETES, AND IMPROVE OVERALL HEALTH OUTCOMES. IN THE PAST FISCAL YEAR, OVER 500 INDIVIDUALS HAVE ATTENDED DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT SESSIONS OFFERED AT THE ACCREDITED PENN MEDICINE DIABETES EDUCATION CENTERS, INCLUDING PENNSYLVANIA HOSPITAL.
PART VI, LINE 2 (NEEDS ASSESSMENT) (CONTINUED)	> PRIMARY AND PREVENTIVE CARE NAVIGATION AND ACCESS THE PENN CENTER FOR COMMUNITY HEALTH WORKERS PROGRAM IS A STANDARDIZED, SCALABLE COMMUNITY HEALTH WORKER (CHW) PROGRAM IN WHICH PENN MEDICINE HIRES, TRAINS, AND DEPLOYS TRUSTED LAYPEOPLE FROM LOCAL COMMUNITIES TO HELP PATIENTS ADDRESS FOOD, HOUSING, TRANSPORTATION, AND CHRONIC DISEASE PREVENTION. THE PROGRAM HAS BEEN DELIVERED TO NEARLY 10,000 HIGH-RISK PATIENTS AND PROVEN IN THREE RANDOMIZED CONTROLLED TRIALS TO IMPROVE CHRONIC DISEASE CONTROL, MENTAL HEALTH, AND QUALITY OF CARE WHILE REDUCING TOTAL HOSPITAL DAYS BY 65 PERCENT. THE UNITED COMMUNITY CLINIC (UCC), HOUSED IN THE NEW RIVER CHURCH, HAS BEEN A CORNERSTONE OF PREVENTATIVE CARE IN WEST PHILADELPHIA FOR NEARLY 25 YEARS. LED BY MEDICAL STUDENTS AND FACULTY FROM THE PERELMAN SCHOOL OF MEDICINE, THE UCC HAS CONSISTENTLY EVOLVED TO MEET THE NEEDS OF ITS COMMUNITY. IN THE LAST TWO YEARS, PENN MEDICINE AND UCC HAVE EXPANDED THEIR SERVICES TO SOUTHWEST PHILADELPHIA, ANOTHER MEDICALLY UNDERSERVED COMMUNITY. UCC CLINICIANS ADDRESS A WIDE RANGE OF HEALTH NEEDS FROM ROUTINE CHECK-UPS AND DIABETES MANAGEMENT TO TREATING COMMON ILLNESS AND PROVIDING X-RAYS FOR INJURIES. OVER THE PAST YEAR, UCC HAS TREATED 158 PATIENTS ACROSS TWO COMMUNITY CLINIC LOCATIONS. THE CLINIC ALSO ASSISTS PATIENTS IN FINDING INSURANCE TO ENSURE THEY HAVE CONTINUED ACCESS TO NECESSARY MEDICAL SERVICES IN THE FUTURE. PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH PARTNERSHIP: THE DIVISION OF GENERAL INTERNAL MEDICINE FACULTY AND RESIDENTS PROVIDE PRIMARY CARE AT TWO OF THE CITY'S AMBULATORY HEALTH CENTERS IN WEST PHILADELPHIA. THIS UNIQUE PARTNERSHIP INCREASES THE POOL OF PRIMARY CARE PROVIDERS WHO ARE ABLE TO SERVE PHILADELPHIA RESIDENTS, REGARDLESS OF THEIR ABILITY TO PAY. FEDERALLY QUALIFIED HEALTH CENTER (FQHC) PRENATAL CARE PARTNERSHIP: THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH FACULTY AND RESIDENTS PROVIDE PRENATAL CARE AT FOUR LOCAL WEST PHILLY FQHCS AND THESE PATIENTS DELIVER ON THE FAMILY MEDICINE SERVICE AT OUR UNIVERSITY HOSPITAL. THIS INNOVATIVE MODEL OF CARE EXPANDS ACCESS TO HIGH QUALITY PRIMARY CARE, ENSURES CONTINUITY OF CARE, AND IMPROVES HEALTH OUTCOMES. PERELMAN SCHOOL OF MEDICINE COMMUNITY CLINICS: PENN MEDICINE PHYSICIANS AND STAFF PROVIDE PRIMARY AND SPECIALTY CARE ACCESS IN A NETWORK OF COMMUNITY-BASED, STUDENT-LED CLINICS IN MEDICALLY UNDERSERVED COMMUNITIES THROUGHOUT PHILADELPHIA. THESE CLINICS PROVIDE SUPPORT TO COMMUNITIES THAT FACE SIGNIFICANT ACCESS BARRIERS TO CARE. > SPECIALTY CARE NAVIGATION AND ACCESS THE PENN CENTER FOR SURGICAL HEALTH (CSH) AIMS TO CREATE SUSTAINABLE INFRASTRUCTURE FOR ACCESS TO HIGH-QUALITY, COST-CONSCIOUS SURGICAL CARE BEFORE IT BECOMES AN EMERGENCY. CSH PAIRS PATIENTS WITH A PERSONAL PATIENT NAVIGATOR (PPN)-TYPICALLY A MEDICAL STUDENT WHO HAS UNDERGONE CHS'S PPN TRAINING PROGRAM-TO HELP PATIENTS THROUGH OBTAINING INSURANCE OR OTHER FUNDING AND UNDERSTANDING AND NAVIGATING FROM PREOPERATIVE THROUGH TO POSTOPERATIVE CARE. SINCE ITS INCEPTION IN FALL 2021, THE CSH HAS PROVIDED MORE THAN 1,000 PATIENT REFERRALS, FACILITATED TRANSPORTATION TO SURGERIES FOR 333 PATIENTS, AND HELPED 180 PATIENTS GET ACCESS TO CARE THAT WOULD OTHERWISE BE OUT OF REACH. PENN MEDICINE IS ACTIVELY WORKING TO DECENTRALIZE CANCER SCREENINGS AND BRING CANCER CARE TO COMMUNITIES BY ENABLING ACCESS TO PREVENTATIVE CARE OUTSIDE OF HOSPITALS IN THE COMMUNITIES THAT NEED THEM MOST. INEQUITIES IN ACCESS TO CANCER SCREENINGS FOR EARLY DETECTION, CUTTING-EDGE TREATMENTS, AND PARTICIPATION IN BREAKTHROUGH CLINICAL TRIALS CONTRIBUTE TO PERSISTENT INEQUITIES IN OUTCOMES. THROUGH COLLABORATIVE EFFORTS, LIKE THE PARTNERSHIP BETWEEN ENON TABERNACLE BAPTIST CHURCH AND THE ABRAMSON CANCER CENTER, PENN MEDICINE HAS PROVIDED AT-HOME COLORECTAL CANCER SCREENING KITS AT COMMUNITY EVENTS AND DRIVE-THROUGHS, COUPLED WITH NAVIGATION SUPPORT FOR FOLLOW-UP CARE. SIMILARLY, THE PENN MEDICINE BREAST HEALTH INITIATIVE HAS DELIVERED FREE BREAST CANCER SCREENINGS AND BREAST HEALTH EDUCATION, AMONG OTHER SUPPORT SERVICES THAT HAVE REACHED MORE THAN 3,000 WOMEN IN THE REGION SINCE 2014. BY FOCUSING ON COMMUNITY-BASED OUTREACH AND PATIENT NAVIGATION, PENN MEDICINE IS CLOSING GAPS IN CARE, BOOSTING PARTICIPATION IN SCREENINGS AND CLINICAL TRIALS, AND IMPROVING OUTCOMES. > VIOLENCE PREVENTION AND INTERVENTION DEEPLY ROOTED WAS LAUNCHED IN 2022 BY THE PENN URBAN HEALTH LAB AS A COMMUNITY-ACADEMIC COLLABORATIVE. WITH A $6 MILLION INVESTMENT FROM PENN MEDICINE AND CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP), THE COLLABORATIVE HAS CLEANED AND GREENED MORE THAN 700 VACANT LOTS, PLANTED MORE THAN 820 TREES, AND BUILT MINIPARKS DESIGNED BY THE COMMUNITY. THE PROGRAM HAS ALSO AWARDED MULTIPLE MICRO-GRANTS FOR RESIDENT-LED PROJECTS THAT SUPPORT VACANT LOT CLEANUPS, COMMUNITY SPACE PROGRAMMING, JOB TRAINING, EDUCATION, AND MORE. THESE EFFORTS ARE BACKED BY PENN MEDICINE RESEARCH THAT SHOWS GREENING VACANT SPACES REDUCES VIOLENT CRIME, IMPROVES MENTAL HEALTH AND HAS VARIOUS OTHER POSITIVE IMPACTS ON HEALTH OUTCOMES. THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM IS A HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAM (HVIP) THAT PROVIDES SURVIVORS OF VIOLENT INJURIES WITH PSYCHOSOCIAL SUPPORT AND WRAPAROUND SERVICES TO PROMOTE THEIR HOLISTIC HEALING. THE PROGRAM IS MADE UP OF PENN PRESBYTERIAN MEDICAL CENTER (PPMC) EMPLOYEES WHO WORK ALONGSIDE PENN MEDICINE TRAUMA TEAMS TO IMPROVE CARE AND OUTCOMES FOR INJURED PATIENTS. TO DATE, THE PROGRAM HAS ENROLLED 80 PATIENTS, PROVIDED 363 PATIENTS WITH BEDSIDE COUNSELING, AND MADE 143 REFERRALS TO COMMUNITY SERVICES AND RESOURCES. PENN TRAUMA VIOLENCE RECOVERY PROGRAM LEADERS HAVE ALSO ESTABLISHED A FUND TO MEET PROGRAM PARTICIPANT'S BASIC NEEDS, FROM TRANSPORTATION COSTS TO FOOD AND OTHER NECESSITIES. > ADVANCING MATERNAL HEALTH NEW AND EXPECTANT MOTHERS IN THE UNITED STATES ARE MORE LIKELY TO DIE THAN THOSE IN ANY OTHER DEVELOPED COUNTRY IN THE WORLD. MORE THAN 80 PERCENT OF THESE DEATHS ARE PREVENTABLE. IN TERMS OF HEALTHCARE OUTCOMES, IT APPEARS THERE ARE DISPARATE OUTCOMES RELATED TO MATERIAL MORTALITY IN THAT BLACK PATIENTS ARE DISPROPORTIONATELY IMPACTED; THEIR RISK OF DEATH APPEARS TO BE FOUR TIMES THAT OF CAUCASIAN PATIENTS IN PHILADELPHIA. TO AVOID DISPARITIES IN OUTCOME AMONG PATIENTS GIVING BIRTH AT PENN MEDICINE, PENN MEDICINE HAS DEVELOPED A UNIFIED SYSTEM-WIDE EFFORT TO REDUCE MATERNAL HEALTH DISPARITIES THROUGH FACULTY RESEARCH, COMMUNITY ENGAGEMENT, AND A BROAD ARRAY OF QUALITY IMPROVEMENTS AND INNOVATIONS IN PATIENT CARE. ONE SUCH INNOVATION, THE HEART SAFE MOTHERHOOD REMOTE BLOOD PRESSURE MONITORING PROGRAM, WAS IMPLEMENTED TO HELP POSTPARTUM MOTHERS MANAGE HIGH BLOOD PRESSURE FROM HOME VIA TEXT MESSAGES, REDUCING THE NEED FOR IN-OFFICE VISITS. IN THE 2023 FISCAL YEAR, HEART SAFE MOTHERHOOD RECEIVED MORE THAN 250,000 PATIENT-REPORTED BLOOD PRESSURE READINGS, RESULTING IN A 50 PERCENT REDUCTION IN 6-MONTH READMISSIONS FOR MOTHERS WITH BLOOD PRESSURE-RELATED CONDITIONS. HEART SAFE MOTHERHOOD IS NOT ONLY STANDARD OF CARE FOR AT-RISK PATIENTS IN ALL PENN MEDICINE BIRTHING HOSPITALS, BUT HAS EXPANDED TO SEVERAL OTHER PHILADELPHIA HOSPITALS OUTSIDE OF PENN. PENN MEDICINE'S APPROACH TO MATERNAL HEALTH INVOLVES INTERVENTIONS AT EVERY STAGE IN THE CONTINUUM OF MATERNAL CARE, FROM PREGNANCY AND DELIVERY, THROUGH THE FIRST FEW WEEKS POSTPARTUM, AS WELL AS AFTER AND IN BETWEEN PREGNANCIES. THIS COMPREHENSIVE APPROACH RESULTED IN A 30 PERCENT REDUCTION IN MATERNAL MORBIDITY-HEALTH PROBLEMS RESULTING FROM PREGNANCY AND CHILDBIRTH-IN THE FIRST YEAR ALONE. > FOOD SECURITY THE FOOD ACCESS SUPPORT TECHNOLOGY (FAST) PROGRAM ADDRESSES THE NEEDS OF FOOD-INSECURE RESIDENTS IN PHILADELPHIA WHOSE LACK OF ACCESS TO NUTRITIOUS FOOD EXACERBATES CHRONIC HEALTH CONDITIONS WITH A DIGITAL PLATFORM THAT ENABLES HEALTH SYSTEMS, COMMUNITY-BASED ORGANIZATIONS, AND SMALL BUSINESSES TO IMPROVE FOOD DELIVERY IN THE REGION. THE PROGRAM HAS SUCCESSFULLY PROVIDED THOUSANDS OF MEALS TO FAMILIES IN NEED SINCE THE APP LAUNCHED IN 2021.
PART VI, LINE 2 (NEEDS ASSESSMENT) (CONTINUED)	THE HUP HARVEST FOOD PANTRY BEGAN IN MAY 2020. CREATED AND LED BY HUP NURSING STAFF, AND WITH GUIDANCE FROM HOSPITAL NUTRITION PROFESSIONALS, PANTRY VOLUNTEERS ASSEMBLE BAGS OF FOOD TO FEED A FAMILY OF FOUR FOR A DAY. BAGS ARE DISTRIBUTED EVERY WEDNESDAY. HUP FOOD PANTRY PARTNERS WITH PHILABUNDANCE TO RECEIVE A MINIMUM OF 500 POUNDS OF FOOD EACH WEEK. IN OCTOBER 2020, THE PANTRY CEMENTED RELATIONSHIPS WITH THE PENN FOOD AND WELLNESS COLLABORATIVE AND STARTED RECEIVING PRODUCE FROM PENN FARM. THE PROGRAM AGAIN EXPANDED IN DECEMBER 2021, OFFERING BAGS OF FOOD TO FOOD-INSECURE, DIABETIC PRENATAL AND POSTPARTUM PATIENTS AT PENN'S HELEN O. DICKENS CENTER FOR WOMEN'S HEALTH. IN THIS PAST YEAR, PENN MEDICINE EXPANDED THE HUP PANTRY PROGRAM TO HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE, WHICH SERVES WEST AND SOUTHWEST PHILADELPHIA. TO DATE, 14,160 CLIENTS HAVE BEEN SERVED WITH 163,210 POUNDS OF FOOD AND THE HELP OF 762 VOLUNTEER HOURS. > ADDRESSING A WIDE ARRAY OF SOCIAL DETERMINANTS OF HEALTH THE SOCIAL NEEDS RESPONSE TEAM (SNRT) ADDRESSES THE SOCIOECONOMIC CHALLENGES OF PATIENT POPULATIONS WHO VISIT PENN MEDICINE. BY CONDUCTING SURVEYS THAT IDENTIFY ISSUES LIKE FOOD AND HOUSING INSECURITY, SNRT CONNECTS PATIENTS WITH COMMUNITY RESOURCES BOTH DURING THEIR TREATMENT AND AFTER DISCHARGE FROM CARE AT PENN MEDICINE. SINCE IT BEGAN, SNRT HAS RECEIVED OVER 1000 REFERRALS, WITH FOOD ASSISTANCE, HOUSING, AND EMPLOYMENT AMONG THE COMMUNITY'S PRIMARY NEEDS. THE PENN MEDICINE CARES GRANT PROGRAM WAS CREATED TO PROVIDE INSTITUTIONAL SUPPORT FOR INITIATIVES THAT ADDRESS COMMUNITY HEALTH NEEDS WHILE RECOGNIZING THE VOLUNTEER EFFORTS OF EMPLOYEES AND MEDICAL STUDENTS. SINCE ITS INCEPTION IN 2012, THE PROGRAM HAS FUNDED 1,200 SERVICE PROJECTS ACROSS THE PENN MEDICINE SERVICE AREA. THESE INITIATIVES HAVE INCLUDED PROGRAMS AT COMMUNITY CENTERS, FARMERS' MARKETS, AND PLACES OF WORSHIP, BENEFITING COMMUNITIES FROM PHILADELPHIA, LANCASTER, AND CHESTER COUNTIES TO NEW JERSEY'S SUBURBS AND SHORE AREAS. TO DATE, NEARLY $1.25 MILLION HAS BEEN AWARDED TO SUPPORT VOLUNTEERISM AND PROJECTS THAT AIM TO IMPROVE HEALTH AND WELLNESS. IN OCTOBER 2024, PENN MEDICINE ANNOUNCED AN INCREASE IN ANNUAL FUNDING FOR THE CARES PROGRAM, FURTHER EXPANDING ITS POTENTIAL FOR FUTURE IMPACT. TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://COMMUNITYIMPACT.PENNMEDICINE.ORG/ --------------------
PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE)	UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN (INCLUDING LIMITED ENGLISH PROFICIENCY), ETHNICITY, RELIGION, CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE, ANCESTRY, SEXUAL ORIENTATION OR GENDER IDENTITY, GENETIC INFORMATION, CULTURE, SOCIOECONOMIC STATUS, DOMESTIC OR SEXUAL VIOLENCE VICTIM STATUS, SOURCE OF INCOME, SOURCE OF PAYMENT, OR VETERAN STATUS. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /insurance-and-billing/financial-assistance --------------------
PART VI, LINE 4 (COMMUNITY INFORMATION)	UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD, DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS, AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH)	DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION)	THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSEY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 110 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. --------------------
PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT)	N/A

Schedule H (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
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Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

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

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

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

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

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1JAMES BALLINGHOFF RNMSNMBA BOARD MEMBER; CNO	(i) (ii)	419,022 ------------- 0	132,122 ------------- 0	21,252 ------------- 0	0 ------------- 0	12,284 ------------- 0	584,680 ------------- 0	0 ------------- 0
2JACK ENDE MD BOARD MEMBER	(i) (ii)	0 ------------- 270,834	0 ------------- 44,324	0 ------------- 53,969	0 ------------- 32,918	0 ------------- 23,946	0 ------------- 425,991	0 ------------- 0
3VINAL PATEL MEDICAL LAB. SCIENTIST II	(i) (ii)	267,813 ------------- 0	0 ------------- 0	59 ------------- 0	0 ------------- 0	29,378 ------------- 0	297,250 ------------- 0	0 ------------- 0
4GEORGE IYOOB CLINICAL DIRECTOR	(i) (ii)	222,520 ------------- 0	34,766 ------------- 0	721 ------------- 0	0 ------------- 0	28,368 ------------- 0	286,375 ------------- 0	0 ------------- 0
5GENE GOFMAN MBA ASST. CONTROLLER/SECRETARY	(i) (ii)	258,880 ------------- 0	56,265 ------------- 0	392 ------------- 0	0 ------------- 0	29,073 ------------- 0	344,610 ------------- 0	0 ------------- 0
6NISHAMINY KASBEKAR CHIEF PHARMACY OFFICER	(i) (ii)	257,556 ------------- 0	65,520 ------------- 0	596 ------------- 0	0 ------------- 0	28,953 ------------- 0	352,625 ------------- 0	0 ------------- 0
7KEITH KASPER CONTROLLER;EX-OFFICIO MEMBER	(i) (ii)	0 ------------- 1,066,738	0 ------------- 507,150	0 ------------- 236,279	0 ------------- 218,400	0 ------------- 18,466	0 ------------- 2,047,033	0 ------------- 198,644
8KIMBERLY A DEPPERT ASSOC. EXEC DIR. CARD SRVCS	(i) (ii)	265,280 ------------- 0	66,174 ------------- 0	557 ------------- 0	0 ------------- 0	12,749 ------------- 0	344,760 ------------- 0	0 ------------- 0
9KEVIN B MAHONEY EX-OFFICIO MEMBER	(i) (ii)	0 ------------- 1,801,543	0 ------------- 938,400	0 ------------- 37,203	0 ------------- 0	0 ------------- 20,761	0 ------------- 2,797,907	0 ------------- 0
10ROBERT J RUSSELL MPANHAFACHE CEO AS OF 9/3/23; EX-OFF. MBR	(i) (ii)	342,657 ------------- 0	154,011 ------------- 0	9,234 ------------- 0	0 ------------- 0	20,848 ------------- 0	526,750 ------------- 0	0 ------------- 0
11S SIU MD PHYSICIAN ADVISOR	(i) (ii)	289,001 ------------- 0	45,135 ------------- 0	443 ------------- 0	0 ------------- 0	20,205 ------------- 0	354,784 ------------- 0	0 ------------- 0
12MICHELE M VOLPE COO UPHS; EX-OFFICIO MEMBER	(i) (ii)	0 ------------- 862,368	0 ------------- 376,308	0 ------------- 157,858	0 ------------- 0	0 ------------- 15,224	0 ------------- 1,411,758	0 ------------- 0
13ANTHONY ZUMPANO FMR ASST. CONTROLLER/SECRETARY	(i) (ii)	238,257 ------------- 0	0 ------------- 0	2,866 ------------- 0	0 ------------- 0	7,577 ------------- 0	248,700 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
SCHEDULE J, PART I, LINE 3	TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
SCHEDULE J, PART, I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: BALLINGHOFF, JAMES - NO DISTRIBTUTION KASPER, KEITH - $198,644 MAHONEY, KEVIN B. - NO DISTRIBTUTION VOLPE, MICHELE M. - $127,500 THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: ENDE, JACK - NO DISTRIBUTION ------------------------------
SCHEDULE J, PART I, LINE 7	PROVISION OF NON-FIXED PAYMENTS PRESBYTERIAN MEDICAL CENTER PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------

Schedule J (Form 990) 2023

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Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number
23-2810852

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................
2 Amount of bonds legally defeased ..............
3 Total proceeds of issue ..................
4 Gross proceeds in reserve funds .............
5 Capitalized interest from proceeds .............
6 Proceeds in refunding escrows ...............
7 Issuance costs from proceeds ...............
8 Credit enhancement from proceeds .............
9 Working capital expenditures from proceeds .............
10 Capital expenditures from proceeds .............
11 Other spent proceeds .............
12 Other unspent proceeds .............
13 Year of substantial completion .............
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........
16 Has the final allocation of proceeds been made? ..........
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................

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

Cat. No. 50193E

Schedule K (Form 990) 2023

Page 2

Part Ⅲ

Private Business Use

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

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......
b Exception to rebate? ........
c No rebate due? .........
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....

Schedule K (Form 990) 2023

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?
7 Has the organization established written procedures to monitor the requirements of section 148? ...

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference

Explanation

SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS

FORM 990, SCHEDULE K PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2015 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $28,353,727 AS OF JUNE 30, 2024. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $2,458,937 AS OF JUNE 30, 2024. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $9,664,285 AS OF JUNE 30, 2024. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $14,571,097 AS OF JUNE 30, 2024. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $15,888,460 AS OF JUNE 30, 2024.

Schedule K (Form 990) 2023

Additional Data

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SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Return Reference	Explanation
FORM 990, PART III, LINE 4A	DETAIL OF PROGRAM SERVICE ACCOMPLISHMENTS PRESBYTERIAN MEDICAL CENTER (PPMC OR PENN PRESBYTERIAN) IS A 359-BED ACADEMIC MEDICAL CENTER, WHICH IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS). PPMC'S SPECIALTIES INCLUDE ANESTHESIA, DERMATOLOGY, EMERGENCY MEDICINE, MEDICAL IMAGING, MEDICINE, NEUROLOGY, GYNECOLOGY, OPHTHALMOLOGY, SURGERY, ORTHOPEDIC SURGERY AND CARDIOLOGY. IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. IN FISCAL YEAR 2024, PENN MEDICINE PROVIDED $421.9 MILLION IN CHARITY AND UNDERFUNDED CARE FOR FAMILIES ON MEDICAID. ADDITIONALLY, FOR FISCAL YEAR 2024, PENN PRESBYTERIAN ADMITTED 17,203 ADULT PATIENTS AND 49,765 EMERGENCY ROOM VISITS. I. COMMUNITY OUTREACH COMMUNITY OUTREACH IS AT THE CORE OF THE WORK DONE AT PPMC. PPMC IS COMMITTED TO ITS SURROUNDING COMMUNITY AND SEEK TO MAKE AN IMPACT THROUGH COMMUNITY EDUCATION AND INTERVENTION IN A NUMBER OF AREAS. THE PENN PRESBYTERIAN OUTREACH COUNCIL IS COMPRISED OF REPRESENTATIVES FROM EVERY HOSPITAL UNIT, THE COUNCIL STRATEGIZES OUTREACH IN THE IMMEDIATE SERVICE AREA AIMING FOR THE BEST AND HEALTHIEST OUTCOMES. PPMC HAS PARTICIPATED IN A NUMBER OF EVENTS THROUGHOUT THE YEAR: THIS INCLUDES 63 STOP THE BLEED TRAININGS, TRAINING OVER 500 RESIDENTS, STROKE EDUCATION AND AWARENESS EDUCATED OVER 600 RESIDENTS, PARTICIPATION IN NUMEROUS COMMUNITY EVENTS, SCREENINGS, OFFERING INFORMATION AND RESOURCES ON STROKE PREVENTION, CPR TRAINING, SUBSTANCE USE DISORDER AND MORE. WITH OPPORTUNITIES FOR MENTORSHIP AND CAREER EXPLORATION FOR STUDENTS AND WORKING WITH COMMUNITY PARTNERS TO SERVE DIRECT NEEDS, PPMC WORKS CLOSELY WITH COMMUNITY PARTNERS. PENN TRAUMA IS COMMITTED TO THE COMMUNITY IMMEDIATELY SURROUNDING PENN PRESBYTERIAN. REPRESENTATIVES FROM PENN TRAUMA SEEK TO DECREASE TRAUMA THROUGH COMMUNITY EDUCATION AND INTERVENTION. THE FOLLOWING COMMUNITY BENEFIT ACTIVITIES WERE LOGGED FOR FY24. 63 STOP THE BLEED TRAININGS WERE HELD IN THE SURROUNDING REGION WITH THE VAST MAJORITY OF TRAININGS HELD IN THE IMMEDIATE SERVICE AREA OF WEST AND SOUTHWEST PHILADELPHIA. 507 RESIDENTS WERE TRAINED AT THESE EVENTS HOSTED IN COLLABORATION WITH COMMUNITY-BASED ORGANIZATIONS. PARTICIPATION IN COMMUNITY EVENTS INCLUDING HOPEPHL'S LANCASTER AVE JAZZ FEST & HEALTH FAIR DAY, STOP THE BLEED FILMING, ROUNDTABLES ON VIOLENCE PREVENTION, WORK WITH PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION, GREATER PHILADELPHIA MLK DAY OF SERVICE EVENT, WEST PHILADELPHIA YMCA HEALTH KIDS DAY. PENN NURSING COMMUNITY DAY: PARTICIPATED IN THE PENN MEDICINE NURSING COMMUNITY HEALTH DAY BY PROVIDING BIKE HELMETS FITTINGS AND DISTRIBUTION; DISTRIBUTING CABLE LOCKS FOR FIREARM SAFETY; TRAINING COMMUNITY MEMBERS IN HANDS-ONLY STOP THE BLEED SKILLS AND PROVIDED THEM INFORMATION TO SIGN UP FOR THE FULL CLASS. PARTICIPATED IN WEAR ORANGE FOR GUN VIOLENCE PREVENTION: HOSTED A MONTH OF AWARENESS ON GUN VIOLENCE PREVENTION, AND REMEMBRANCE FOR THE LIVES LOST AND FOREVER CHANGED BY GUN VIOLENCE. HELD KICK-OFF EVENT AT PHILLIES GAME DISTRIBUTING CABLE LOCKS AND SAFE FIREARM HANDLING AND STORAGE INFORMATION; LIT PPMC'S HEALING GARDEN ORANGE; CREATED A TRIBUTE TO THOSE LOST IN THE MAIN HALLWAY OF OUR PAVILLION FOR ADVANCED CARE, WHERE VISITORS AND STAFF COULD WRITE THE NAME OF THEIR LOVED ONES ON A HEART TO BE WEST PHILADELPHIA POSTED ON OUR WINDOWS; STAFF WERE PERMITTED TO WEAR SPECIAL ORANGE SHIRTS FOR THE MONTH HONORING THE NEIGHBORHOODS WE SERVE, WHERE WE'VE SEEN THE HEAVIEST NUMBER OF VICTIMS OF GUN VIOLENCE; RIBBONS WERE AVAILABLE FOR EVERYONE (STAFF AND VISITORS) WHO WISHED TO JOIN US IN WEARING ORANGE.
FORM 990, PART III, LINE 4A (CONTINUED)	FINALLY, PENN TRAUMA REMAINS IN PARTNERSHIP WITH THE FOLLOWING COMMUNITY ACTION GROUPS THROUGHOUT THE YEAR: PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION, PARTICIPATES IN COMMITTEE WHERE COLLABORATION OF IP COORDINATES FROM PA TRAUMA CENTERS OCCURS. PHILADELPHIA HOSPITAL-BASED INTERVENTION PROGRAM COLLABORATIVE, COLLABORATES WITH PHILADELPHIA AREA HVIPS TO IMPROVE OUTCOMES AND SUPPORT THE PROGRAMS OF EACH OTHER'S CENTERS. KINGSESSING COMMUNITY RESILIENCY CENTER, PARTICIPANT ON THE BOARD FOR THE KINGSESSING COMMUNITY RESILIENCY CENTER, WHICH CAME ABOUT AFTER THE 7/3/2023 MASS SHOOTING. THE BOARD IS TASKED WITH SETTING UP A COMMUNITY RESILIENCY CENTER TO SERVE THOSE AFFECT BY THE SHOOTING. HOSPITALSTOGETHER.COM, A COLLABORATION OF 59 REGIONAL HOSPITALS AND TRAUMA CENTERS WITH A UNITED VOICE PROVIDING INFORMATION FOR PARENTS TO KEEP CHILDREN SAFE. SAFE FIREARM STORAGE COLLABORATION WITH CHOP, AS PART OF OUR SAFE FIREARM STORAGE PROGRAM, WE HAVE PARTNERED WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA TO DISTRIBUTE GUN SAFES FREE TO PHILADELPHIA RESIDENTS THROUGH THEIR SAFETY STORE. PARENTS ARE REFERRED BY THEIR CHILD'S PCP TO RECEIVE A SAFE, AND SAFE FIREARM HANDLING AND STORAGE MATERIAL. PENN TRAUMA VIOLENCE RECOVERY PROGRAM, STARTED IN 2021, THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM (PTVRP) IS A HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAM (HVIP), CREATED TO PROVIDE INJURED INDIVIDUALS WITH THE SUPPORT THEY NEED TO THRIVE AFTER A VIOLENT INJURY THROUGH PSYCHOSOCIAL SUPPORT AND CONNECTION TO WRAPAROUND SERVICES IN THE COMMUNITY. THE GOAL IS TO IMPROVE WELL-BEING, REDUCE REINJURY, AND SAVE COSTS. THE VIOLENCE RECOVERY SPECIALISTS (VRS) ON OUR TEAM REACH PATIENTS EARLY IN THEIR RECOVERY AND EXTENDING SUPPORT PAST THEIR ACUTE HOSPITALIZATION, BRIDGING THE GAP FROM INJURY TO HOLISTIC HEALING AND BY ADDRESSING STRUCTURAL AND SOCIAL DETERMINANTS OF HEALTH INCLUDING EMPLOYMENT, EDUCATION, AND SOCIAL SUPPORT. 2023 SAW OUR TEAM EXPAND FROM ONE TO FOUR VRSS AND WE ADDED 4 PART-TIME PSYCHOLOGISTS TO THE TEAM FROM PENN'S CENTER FOR THE TREATMENT OF ANXIETY TO PROVIDE NO-COST THERAPY SERVICES TO PATIENTS OF THE PROGRAM. WE ALSO BEGAN A CLOTHING CLOSET TO ALL STAFF HOSPITAL WIDE TO GET INVOLVED BY DONATING NEW AND GENTLY USED CLOTHING ITEMS TO PATIENTS IN OUR PROGRAM. IN 2023, WE PROVIDED BEDSIDE SUPPORT TO 423 PATIENTS AND ENROLLED 70 NEW PATIENTS TO THE PROGRAM. THE TOP SERVICES PROVIDED TO THESE PATIENTS WERE FOR BEHAVIORAL HEALTH SUPPORT, MATERIAL AND LOGISTICAL SUPPORT, AND LEGAL ADVOCACY. WE DISTRIBUTED OVER $20,000 IN FUNDS FOR EMERGENT NEEDS. THIS YEAR WE CELEBRATED THE HIGH SCHOOL GRADUATION OF TWO OF OUR PROGRAM PARTICIPANTS. SUPPORTING OTHER CENTERS IN ESTABLISHING HVIP PROGRAMS, CONSULTS WITH LEADERSHIP AT READING HOSPITAL AND MERCY FITZGERALD HOSPITAL FROM THE TIME OF DECISION TO DEVELOP A HVIP, AND PROVIDED ONGOING SUPPORT AND PEER MENTORSHIP FROM OUR VRS TEAM. VIRTUAL TAI CHI FOR FALL PREVENTION, THIS YEAR WE LAUNCHED OUR VIRTUAL TAI CHI FOR FALL PREVENTION PROGRAM. THIS PROGRAM WAS DESIGNED WITH THE STRENGTHS AND WEAKNESSES IN OUR COMMUNITY IN MIND.
FORM 990, PART III, LINE 4A (CONTINUED)	PENN PRESBYTERIAN OUTREACH COUNCIL: COMPRISED OF REPRESENTATIVES FROM EVERY HOSPITAL UNIT, THE COUNCIL STRATEGIZES OUTREACH IN THE IMMEDIATE SERVICE AREA AIMING FOR THE BEST AND HEALTHIEST OUTCOMES. THE COUNCIL PARTICIPATED IN THE FOLLOWING EVENTS AND PROJECTS IN FY24: LANCASTER AVE JAZZ AND ARTS FESTIVAL, TABLED AT THE EVENT OFFERING INFORMATION AND RESOURCES ON STROKE PREVENTION, BLOOD PRESSURE, CPR TRAINING, AND SUBSTANCE USE DISORDER. JULY 2023: FREE LIBRARY OF PHILADELPHIA, PRESENTED ON STROKE EDUCATION AND OFFERED BLOOD PRESSURE SCREENING AND EDUCATION. AUGUST 2023: NATIONAL NIGHT OUT AT UNIVERSITY SQUARE APARTMENTS, TABLED AT AN EVENT DIRECTLY IN FRONT OF LOW-INCOME SENIOR RESIDENTS OFFERING INFORMATION PRESCRIPTION MEDICINE AND SAFE CONTAINMENT AND BLOOD PRESSURE SCREENINGS. OCTOBER 2023: BEGAN 8-WEEK MENTORSHIP AND CAREER EXPLORATION PROGRAM FOR STUDENTS FROM ROBESON, A LOCAL WEST PHILADELPHIA HIGH SCHOOL. NOVEMBER 2023: HOSTED THANKSGIVING FOOD DRIVE FOR TWO COMMUNITY-BASED ORGANIZATIONS, MOTIVATED COMMUNITY RESOURCE CENTER AND COVENANT HOUSE. DECEMBER 2023: COORDINATED A HOSPITAL-WIDE GIFT DRIVE FOR THE FAMILIES SERVED BY HOPEPHL. JANUARY 2024: SCHEIE 4 COORDINATED A HOSPITAL-WIDE CLOTHING DRIVE FOR LOW-INCOME PATIENTS. FEBRUARY 2024: BEGAN 8-WEEK MENTORSHIP AND CAREER EXPLORATION PROGRAM FOR STUDENTS FROM ROBESON, A LOCAL WEST PHILADELPHIA HIGH SCHOOL. APRIL 2024: IN PARTNERSHIP WITH THE LOCAL 16TH DISTRICT POLICE, COORDINATED A PROM DRESS DRIVE. MAY 5, 2024: TABLED AT A COMMUNITY DAY AT MALCOLM X PARK WHERE WE OFFERED RESOURCE AND INFORMATION AT PRESENTATION TABLES ON THE FOLLOWING TOPICS: SENIOR HEALTH, TRAUMA, CPR TRAINING, AND STROKE PREVENTION. THE EXTENSION OF THE OUTREACH COUNCIL AT THE PENN MEDICINE SOUTH JERSEY LOCATIONS ALSO HOSTED THE FOLLOWING: - TOILETRY AND BACKPACK DRIVE - HOLIDAY EVENT FOR THE LOCAL COMMUNITY - NURSE CHAMPIONS ADDITIONALLY, FOR FY2024, STROKE EDUCATION AND AWARENESS WAS OFFERED BY IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS FOR 11 EVENTS EDUCATING 639 RESIDENTS IN 31 HOURS. SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT) FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS. ------------------------------
FORM 990, PART V, LINE 1A FORM 990, PART V, LINE 1A	DETAIL OF FORMS 1099 FILINGS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2023 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL 2023 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------
FORM 990, PART VI, SECTION A, LINE 12C	CONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------
FORM 990 PART VI, SECTION B, LINE 15	COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------
FORM 990, PART X	BALANCE SHEET CERTAIN PRIOR YEAR BALANCES HAVE BEEN RESTATED TO CONFORM TO THE CURRENT YEAR PRESENTATION. ------------------------------
FORM 990, PART XI, LINE 9	DETAIL OF OTHER CHANGES IN NET ASSETS NET UNREALIZED INC. IN NET ASSETS $ 5,827,497 TRANSFER TO CHCA-NJ PPMC DIVISIONS (4,447,470) TRANSFER/OTHER ADJUSTMENTS (12,842) ------------- TOTAL OTHER CHANGES IN NET ASSETS $ 1,367,185

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

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

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

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) 3737 FEE OWNER LLC 17190 BERNARDO CENTER DRIVE SAN DIEGO,CA92128 61-1692432	RENTAL	CA	0	71,280,519	PMC

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER,PA17601 23-1352572	HOME HEALTH	PA	501(c)(3)	10	LG HEALTH		No
(2)CARL V S PATTERSON IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH,PA15212 23-6415355	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA		No
(3)CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER,PA19380 23-0469150	HEALTHCARE	PA	501(C)(3)	3	CCH&HS		No
(4)CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER,PA19380 26-4233321	MGMT SRVCS	PA	501(C)(3)	12, I	TRUSTEES		No
(5)CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR,PA19087 23-2729852	HEALTHCARE	PA	501(c)(3)	10	TRUSTEES		No
(6)HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA,PA19104 84-3379653	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(7)LAISE CA TUW FBO UNIV OF PENN 3451 WALNUT STREET SUITE 305 PHILADELPHIA,PA19104 82-3434615	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA		No
(8)LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER,PA17602 23-2250941	SUPPORT ORG	PA	501(C)(3)	12, II	TRUSTEES		No
(9)LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA,PA17512 23-0485650	FACILITY MGMT	PA	501(C)(3)	3	LG HOSPITAL		No
(10)LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER,PA17602 20-5767147	FUNDRAISING	PA	501(C)(3)	7	NA		No
(11)LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER,PA17602 20-4943109	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(12)LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER,PA17602 23-1365353	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(13)LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG,PA17520 23-2777286	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(14)MORRIS EST LYDIA T DECD TW 6325 S RAINBOW BLVD STE 300 LAS VEGAS,NV89118 23-6210940	SUPPORT TRUST	NV	501(C)(3)	12, III-FI	NA		No
(15)NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER,PA19380 23-2324782	NURSING	PA	501(C)(3)	12, I	CCH&HS		No
(16)NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER,PA19380 23-2324787	HEALTH SRVCS	PA	501(C)(3)	10	CCH&HS		No
(17)NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER,PA19380 23-1352243	NURSING	PA	501(C)(3)	7	CCH&HS		No
(18)OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA,PA19104 23-1986931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(19)PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA,PA19104 23-2422635	HEALTHCARE	PA	501(c)(3)	3	PMC	Yes
(20)PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK,NY10036 23-2726687	CLUB	NY	501(c)(7)	N/A	NA		No
(21)PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA,PA19104 75-2974931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(22)PENNSYLVANIA COLLEGE OF HEALTH SCIENCES 850 GREENFIELD ROAD LANCASTER,PA17601 06-1645496	HEALTH EDU	PA	501(C)(3)	2	LG HOSPITAL		No
(23)PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA,PA19107 31-1538725	HEALTHCARE	PA	501(C)(3)	3	TRUSTEES		No
(24)PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA,PA19104 23-2351015	SUPPORT ORG	PA	501(c)(3)	12, I	NA		No
(25)PHOENIXVILLE HOSPITAL OF UPHS 3001 MARKET STREET 3RD FLOOR PHILADELPHIA,PA19104 23-2901089	SUPPORT ORG	PA	501(c)(3)	3	TRUSTEES		No
(26)PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-2842773	HOMECARE SVCS	NJ	501(C)(3)	3	PHCS HOLDING		No
(27)PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 26-4203938	HEALTHCARE	NJ	501(C)(3)	10	PHCS HOLDING		No
(28)PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 21-0635009	HEALTHCARE	NJ	501(C)(3)	3	PHCS HOLDING		No
(29)PRINCETON HEALTHCARE SYSTEM FDN INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-2225911	SUPPORT PHCS	NJ	501(C)(3)	7	PHCS HOLDING		No
(30)PRINCETON HLTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3493256	SUPPORT ORG	NJ	501(C)(3)	12, I	TRUSTEES		No
(31)PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-0022702	REAL ESTATE	NJ	501(C)(2)	N/A	PHCS HOLDING		No
(32)THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA,PA19102 81-0550464	BUS. TRUST	PA	501(c)(3)	8	NA		No
(33)THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER,PA17603 30-0634510	CARDIOLOGY	PA	501(C)(3)	3	LG HEALTH		No
(34)THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA,PA19104 23-2929823	MED RESEARCH	PA	501(c)(3)	4	NA		No
(35)TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 305 PHILADELPHIA,PA19104 23-1352685	EDUCATION	PA	501(c)(3)	2	NA		No
(36)UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA,PA19104 23-3021159	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(37)UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA,PA19104 23-6299508	FAC. CLUB	PA	501(c)(3)	12, I	TRUSTEES		No
(38)UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA,PA19104 45-4985731	SUPPORT ORG	PA	501(C)(3)	12, I	TRUSTEES		No
(39)UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 305 PHILADELPHIA,PA19104 04-3574136	RETIRE TRUST	PA	501(A)	N/A	TRUSTEES		No
(40)UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA,PA19104 23-2769744	BENEFITS	PA	501(c)(3)	12, I	TRUSTEES		No
(41)WISSAHICKON HOSPICE OF UPHS 150 MONUMENT ROAD SUITE 300 BALA CYNWYD,PA19004 23-2152662	HOSPICE CARE	PA	501(c)(3)	10	TRUSTEES		No
(42)PENN MEDICINE-PMA 5 ATRIUM 3400 CIVIC CTR BLVD PHILADELPHA,PA19104 86-3800365	HEALTHCARE	PA	501(C)(3)	10	CCA		No

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

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) PDCP 1740 FUND LP 311 S WACKER DR STE 2620 CHICAGO,IL60601 32-0472404	INVESTMENT	IL	NA							No
(2) CYRUS 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK,NY10022 82-1211542	INVESTMENT	NY	NA							No
(3) CYRUS 1740 MASTER FUND LP 89 NEXUS WAY CAMANA BAY GRKY1-9009 CJ 98-1361754	INVESTMENT	CJ	NA							No
(4) DVG 1740 FUND LP ONE FAWCETT PLACE GREENWICH,CT06830 80-0961539	INVESTMENT	CT	NA							No
(5) EAST MARSHALL STREET PARTNERSHIP LP 701 E MARSHALL STREET WEST CHESTER,PA19380 23-2902742	INVESTMENT	PA	NA							No
(6) FERN HILL PARTNERSHIP III LP 701 E MARSHALL STREET WEST CHESTER,PA19380 30-0409614	RENTAL	PA	NA							No
(7) FERN HILL LLC 701 E MARSHALL STREET WEST CHESTER,PA19380 23-3005147	RENTAL	PA	NA							No
(8) GALLOPAVO LP 4215 WEST LOVERS LANE SUITE 100 DALLAS,TX75209 46-4621967	INVESTMENT	TX	NA							No
(9) JOG V C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY,ALT2P5E9 CA	INVESTMENT	CA	NA							No
(10) JOG VI C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY,ALT2P5E9 CA	INVESTMENT	CA	NA							No
(11) KINGSTOWN 1740 FUND LP 167 MADISON AVE ST 205 1033 NEW YORK,NY10016 84-3119908	INVESTMENT	NY	NA							No
(12) LANCASTER PET PARTNERSHIP LLP PO BOX 4216 LANCASTER,PA17604 23-3102793	MEDICAL SERVICES	PA	NA							No
(13) LG HEALTH COMM CARE COLLAB II 555 NORTH DUKE STREET LANCASTER,PA17602 82-3809581	ACO	PA	NA							No
(14) LG HEALTH COMMUNITY CARE COLLABORATIVE 555 NORTH DUKE STREET LANCASTER,PA17602 45-5542179	ACO	PA	NA							No
(15) MRI GROUP LLP PO BOX 4216 LANCASTER,PA17604 33-1011386	MEDICAL SERVICES	PA	NA							No
(16) NEIGHBRHD PRES & DEV FUND LP 240 NEW YORK DR STE 1 FORT WASHINGTON,PA19034 23-3037919	RENTAL	PA	NA							No
(17) OAKLANDS WAY MEDICAL BUILDING ASSOCIATES 701 E MARSHALL STREET WEST CHESTER,PA19380 83-0490251	RENTAL	PA	NA							No
(18) SRP INVESTORS FUND A LP 2001 ROSS AVE SUITE 400 DALLAS,TX75201 61-1748291	INVESTMENT	TX	NA							No
(19) TURK'S HEAD SURGERY CENTER 915 OLD FERN HILL ROAD BLDG B STE WEST CHESTER,PA19380 20-0184603	MEDICAL SERVICES	PA	NA							No
(20) ST-TO RIBBIT OPPORTUNITY V LLC 364 UNIVERSITY AVENUE PALO ALTO,CA94301 84-1814102	INVESTMENT	CA	NA							No
(21) UNIVERSA BLACK SWAN PROTECTION PROTOCOL 2601 S BAYSHORE DR SUITE 2030 MIAMI,FL33133 85-2143048	INVESTMENT	FL	NA							No
(22) AXIS UKA GP LLC 240 NEW YORK DRIVE SUITE 1 FORT WASHINGTON,PA19034 27-3617178	INVESTMENT	PA	NA							No
(23) LIFT REAL ESTATE PARTNERS FUND II LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO,CA94104 84-4983190	INVESTMENT	CA	NA							No
(24) BEXP II (PARALLEL) LP 5914 W COURTYARD DRIVE AUSTIN,TX78730 87-3188834	INVESTMENT	TX	NA							No
(25) FORERUNNER BUILDERS F-G LP ONE LETTERMAN DR BLDG C SUITE C5 SAN FRANCISCO,CA94129 87-3427543	INVESTMENT	CA	NA							No
(26) GCM CARRIAGE SPV LP 250 WEST 55TH STREET 36TH FLOOR NEW YORK,NY10019 87-2075062	INVESTMENT	NY	NA							No
(27) INITIALIZED CBH SPV LLC 464 TEHAMA STREET SAN FRANCISCO,CA94103 87-1123527	INVESTMENT	CA	NA							No
(28) SALLINGSTONE GLOBAL NATURAL RESOURCES 100 WAUGH DRIVE SUITE 600 HOUSTON,TX77007 37-1770014	INVESTMENT	TX	NA							No
(29) AUSTIN 512 LP 5914 W COURTYARD DRIVE SUITE 340 AUSTIN,TX78730 92-1329561	INVESTMENT	TX	NA							No
(30) BLACKSTONE REAL ESTATE PARTNERS VIITE5 C/O THE BLACKSTONE GROUP 345 PARK A NEW YORK,NY10154 80-0815880	INVESTMENT	NY	NA							No
(31) KEYFRAME 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK,NY10022 88-3210105	INVESTMENT	NY	NA							No
(32) LIFT REAL ESTATE PARTNERS FUND III LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO,CA94104 87-2869560	INVESTMENT	CA	NA							No
(33) NEUBERGER BERMAN HEDGED CRYPTOCURRENCY 1290 AVENUE OF THE AMERICAS 22ND F NEW YORK,NY10104 87-1241085	INVESTMENT	NY	NA							No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) ARCM 1740 LTD 27 HOSPITAL ROAD GRAND CAYMANKY1-9008 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(2) CLINICAL HEALTH CARE ASSOC OF NJ PC 250 KING OF PRUSSIA RD 4TH FL RADNOR,PA19087 23-2865181	PHYS MGMT	PA	CCA	C-CORP					No
(3) DELANCEY CORPORATION 800 SPRUCE STREET PHILADELPHIA,PA19106 23-2060159	RENTAL	PA	PA HOSPITAL	C-CORP					No
(4) FRANKLIN CASUALTY INSURANCE CO PO BOX 530 BURLINGTON,VT05402 04-3378984	INSURANCE	VT	TRUSTEES	C-CORP					No
(5) LANCASTER GENERAL 457 DEFERRED COMP PLAN 555 NORTH DUKE STREET LANCASTER,PA17602 23-2250941	TRUST	PA	LG HEALTH	TRUST					No
(6) LANCASTER GENERAL SERVICES INC 555 NORTH DUKE STREET LANCASTER,PA17602 23-2250128	PROPERTY SVCS	PA	LG HEALTH	C-CORP					No
(7) NAYA 1740 FUND LTD PO BOX 309 UGLAND HOUSE KY1-1104 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(8) PENN MEDICINE LONDON LIMITED VISTRA STE 2 FIRST FLOOR 10 TEMPLE BRISTOL BS1 6FL UK	NETWORKING	UK	UPENN INT'L	LIMITED COMPANY					No
(9) PENN WHARTON CONSULTING (BEIJING) CO LTD UNIT 3106 LEVEL 31 YINTAI OFFICE T CHAOYANG DIST100022 CH	BUS. CONSULTING	CH	UPENN INT'L	C-CORP					No
(10) PHI PHARMACY INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3467899	INACTIVE	NJ	PHCS HOLDING	C-CORP					No
(11) PRINCETON HEALTH INC & SUBS ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3450093	MEDICAL	NJ	PHCS HOLDING	C-CORP					No
(12) QUAKER INSURANCE COMPANY LTD VICTORIA STREET PO BOX HM 1826 VICTORIA HALL,HAMILTONHM HX BD 30-0708282	SELF-INSURANCE	BD	TRUSTEES	C-CORP					No
(13) THE PAM 1740 FUND LTD PO BOX 309 GEORGE TOWN,GRAND CAYMANKYI-1104 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(14) TURK'S HEAD HEALTH SERVICES INC 701 E MARSHALL STREET WEST CHESTER,PA19380 23-2329753	MEDICAL SERVICES	PA	CCH&HS	C-CORP					No
(15) CYRUS 1740 FUND LTD 89 NEXUS WAY CAMANA BAY GRAND CAYMAN KY1-9009 CJ 98-1361907	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY					No
(16) UPENN HOSPITALITY INC 3401 WALNUT STREET SUITE 440A PHILADELPHIA,PA19104 23-3076589	HOTEL/RESTAURANT		TRUSTEES	C-CORP					No

Schedule R (Form 990) 2023

Page 3

Part V

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

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

Yes

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

Yes

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

Yes

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

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

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

Yes

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

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

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

Schedule R (Form 990) 2023

Page 4

Part VI

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

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

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

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROVISION OF CHARITABLE HEALTHCARE SERVICES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	7
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	4
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	4,665
6	Total number of volunteers (estimate if necessary) .............	6	47
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	8,711,110	5,040,587
9	Program service revenue (Part VIII, line 2g) .........	1,196,897,808	1,308,125,501
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	909,616	4,030,235
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	21,862,856	22,164,139
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,228,381,390	1,339,360,462
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	493,833,706	501,916,392
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 250,038
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	682,121,032	770,225,490
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,175,954,738	1,272,141,882
19	Revenue less expenses. Subtract line 18 from line 12.......	52,426,652	67,218,580
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	934,371,448	968,381,000
21	Total liabilities (Part X, line 26).............	254,204,951	219,628,738
22	Net assets or fund balances. Subtract line 21 from line 20.....	680,166,497	748,752,262

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,176,153,499 including grants of $ 0 ) (Revenue $ 1,321,856,991 )
	SEE SCHEDULE O

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












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












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,176,153,499

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	3,151,099	6,352,974	519,150

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	5,040,587

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

h Total. Add lines 1a-1f.......		5,040,587

		Business Code
2a	NET PATIENT SERVICE REVENUES	621110	1,064,895,530	1,064,895,530
b	MEDICAL SUPPLIES/DRUG SALES	900099	243,229,971	243,229,971
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,308,125,501

3 Investment income (including dividends, interest, and othersimilar amounts) ......			4,030,235			4,030,235
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a	8,432,649
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	8,432,649	0
d	Net rental income or (loss).......			8,432,649			8,432,649
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c
d	Net gain or (loss).........			0
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a	IET PURCHASE SVCS		900099	4,330,454	4,330,454
b	MAPS EQUALIZATION		900099	2,588,334	2,588,334
c	CAFETERIA REVENUES		900099	2,201,015	2,201,015
d	All other revenue ....			4,611,687	4,611,687
e	Total. Add lines 11a–11d ......			13,731,490
12	Total revenue. See instructions.....			1,339,360,462	1,321,856,991		12,462,884

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	1,837,985	1,634,888	203,097	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	385,402,698	342,815,700	42,394,297	192,701
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	97,646,762	86,856,795	10,741,144	48,823
10	Payroll taxes ...........	17,028,947	15,147,249	1,873,184	8,514
11	Fees for services (non-employees):
a	Management ......	198,455,525	174,640,862	23,814,663	0
b	Legal .........	90,000	79,200	10,800	0
c	Accounting ...........	0			0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	26,952,767	23,718,435	3,234,332	0
12	Advertising and promotion ....	27,022	23,779	3,243	0
13	Office expenses .......	22,815,911	20,078,002	2,737,909	0
14	Information technology ......	711,873	626,448	85,425	0
15	Royalties ..	0
16	Occupancy ...........	14,208,757	12,503,706	1,705,051	0
17	Travel ............	285,853	251,551	34,302	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	3,209,903	2,824,715	385,188	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	34,263,750	34,263,750	0	0
23	Insurance ...	5,445,322	4,791,883	653,439	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES	398,239,895	398,239,895	0	0
b	TAXES & ASSESSMENTS	34,160,886	30,061,580	4,099,306	0
c	REPAIRS AND MAINTENANCE	12,591,841	11,080,820	1,511,021	0
d	DUES & LICENSES	559,248	492,138	67,110	0
e	All other expenses	18,206,937	16,022,103	2,184,834	0
25	Total functional expenses. Add lines 1 through 24e	1,272,141,882	1,176,153,499	95,738,345	250,038
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			9,500	1	9,500
2	Savings and temporary cash investments .........			9,305,662	2	11,807,647
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			134,955,165	4	147,778,531
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			19,663,558	8	22,081,149
9	Prepaid expenses and deferred charges ......			14,827,684	9	16,823,124
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	872,428,730
b	Less: accumulated depreciation	10b	431,155,500	425,500,225	10c	441,273,230
11	Investments—publicly traded securities .			190,421,440	11	196,237,938
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			139,688,214	15	132,369,881
16	Total assets. Add lines 1 through 15 (must equal line 33)...			934,371,448	16	968,381,000

17	Accounts payable and accrued expenses .....	71,432,429	17	60,957,544
18	Grants payable ...	0	18	0
19	Deferred revenue .........	1,166,667	19	1,166,667
20	Tax-exempt bond liabilities .........	78,555,728	20	69,463,111
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	103,050,127	25	88,041,416
26	Total liabilities. Add lines 17 through 25..	254,204,951	26	219,628,738

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	490,050,261	27	552,808,528
28	Net assets with donor restrictions ...........	190,116,236	28	195,943,734
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	680,166,497	32	748,752,262
33	Total liabilities and net assets/fund balances ........	934,371,448	33	968,381,000