TY 2024 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)	(F) Estimated amount of other compensation from the organization and related organizations
(1) JOSEPH G CACCHIONEMDFACC...................................................................... TRUSTEE - CEO TJU/JEFF HEALTH	60.0 ................. 0.0	X	X				6,932,295	0	78,467
(2) Baligh R YehiaMDMPPMSc...................................................................... PRESIDENT JEFFERSON HEALTH	55.0 ................. 0.0			X			3,159,075	0	561,274
(3) JOHN P MORDACH...................................................................... TREAS. - EVP/CFO (TERM 2/2025)	60.0 ................. 0.0		X				2,830,350	0	75,267
(4) SRINIVAS PRASAD MD MS...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X		60,806	2,611,051	51,907
(5) JACK JALLO MD PHD...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X		299,663	2,112,137	99,067
(6) BRUCE A MEYER MD MBA...................................................................... FORMER KEY EMPLOYEE	0.0 ................. 0.0					X	2,485,436	0	0
(7) JAMES S HARROP MD...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X		227,979	2,142,320	107,394
(8) CRISTINA G CAVALIERI ESQ...................................................................... SEC - EVP, CHIEF LEGAL COUNSEL	60.0 ................. 0.0		X				2,357,110	0	66,319
(9) JOSHUA HELLER MD MBA...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X		66,284	2,027,340	65,373
(10) ROBERT H ROSENWASSER MD...................................................................... PROFESSOR & PHYSICIAN	55.0 ................. 0.0				X		1,635,285	363,731	100,731
(11) SUSAN C ALDRIDGE PHD...................................................................... PRESIDENT TJU	55.0 ................. 0.0			X			1,967,148	0	54,037
(12) MARK M WHALEN...................................................................... EVP, CSO & CAO	55.0 ................. 0.0		X				1,680,901	0	291,273
(13) STEPHEN T SMITH...................................................................... EVP, CAO	55.0 ................. 0.0			X			1,129,594	0	201,086
(14) LISA SATTESON SHRM-SCP...................................................................... EVP, CHIEF HR OFFicer	55.0 ................. 0.0			X			1,090,689	0	201,984
(15) MARK L TYKOCINSKI MD...................................................................... FORMER KEY EMPLOYEE	0.0 ................. 0.0					X	1,178,506	0	70,731
(16) LAURENCE M MERLIS...................................................................... FORMER KEY EMPLOYEE	0.0 ................. 0.0					X	1,220,360	0	19,885
(17) STEPHEN K KLASKO MD MBA...................................................................... FORMER OFFICER	0.0 ................. 0.0					X	1,085,673	0	4,314

(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)
(18) KATHLEEN GALLAGHER........................................................................ FORMER OFFICER	0.0 .......................0.0			X	718,982	0	19,954
(19) MICHAEL B WALSH........................................................................ FORMER KEY EMPLOYEE	0.0 .......................0.0			X	0	644,013	0
(20) PATRICIA D WELLENBACH........................................................................ CHAIR - TRUSTEE	5.0 .......................0.0	X	X		0	0	0
(21) LESLIE J MCNAMARA........................................................................ VICE CHAIR - TRUSTEE	5.0 .......................0.0	X	X		0	0	0
(22) MICHAEL E SNEED........................................................................ VICE CHAIR - TRUSTEE	5.0 .......................0.0	X	X		0	0	0
(23) MARY S AUSTEN........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(24) MIMI DRAKE........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(25) STEVEN R FOLLETT........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(26) JOHN J FUNG MD PHD........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(27) LEA D KNIGHT........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(28) MATTHEW S LEVITTIES........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(29) JOHN F MALLOY PHD........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(30) ANDREW J MORRISROE........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(31) DEBRA L NESS........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(32) KATHY O'BRIEN........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(33) TIM O'ROURKE........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(34) MELANIE M PENNA........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(35) RAMONA ROGERS-WINDSOR........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(36) TRISTA M WALKER........................................................................ TRUSTEE	5.0 .......................0.0	X			0	0	0
(37) LAWRENCE S REICHLIN........................................................................ TRUSTEE (TERM 10/2024)	5.0 .......................0.0	X			0	0	0
(38) RICHARD C SHEERR........................................................................ TRUSTEE (TERM 10/2024)	5.0 .......................0.0	X			0	0	0
(39) THOMAS J MARCHOZZI MBA CPA........................................................................ TREAS.- EVP & CFO (EFF 2/2025)	55.0 .......................0.0		X		0	0	0
(40) BRIAN NESTER DO MBA........................................................................ EVP, COO JEFFERSON HEALTH	55.0 .......................0.0		X		0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
GE PRECISION HEALTHCARE LLC, PO BOX 96483 CHICAGO,IL60693	MEDICAL TECHNOLOGY	47,713,272
CASS INFORMATION SYSTEMS INC, 12444 POWERSCOURT DRIVE ST LOUIS,MO63131	SOFTWARE & MAINT.	28,141,318
COMPREHENSIVE BREAST CARE CTR OF TX, 15601 DALLAS PARKWAY ADDISON,TX75001	MEDICAL SERVICES	23,384,157
ENGIE INSIGHT SERVICES INC, 530 FIFTH AVENUE SUITE 809 NEW YORK,NY10036	CONSULTING	17,151,807
microsoft corp, 1401 ELM STREET 5th floor DALLAS,TX75202	software & maint.	15,753,809
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 377

- 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

2024

Open to Public
Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

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

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

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

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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	55,688,196	59,017,174	51,229,318	44,702,851	208,616,937	419,254,476
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....						0
3	The value of services or facilities furnished by a governmental unit to the organization without charge..						0
4	Total. Add lines 1 through 3	55,688,196	59,017,174	51,229,318	44,702,851	208,616,937	419,254,476
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) ..						35,502,669
6	Public support. Subtract line 5 from line 4.						383,751,807

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	55,688,196	59,017,174	51,229,318	44,702,851	208,616,937	419,254,476
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	220,028	3,800,595	-51,834	7,283,094	7,003,329	18,255,212
9	Net income from unrelated business activities, whether or not the business is regularly carried on..						0
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..	6,710,829	1,127,264	1,378,430	3,317,645	2,539,240	15,073,408
11	Total support. Add lines 7 through 10						452,583,096

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

6,096,076,333

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 2024 (line 6, column (f) divided by line 11, column (f)) .........

84.791 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

81.479 %

16a

33 1/3% support test—2024. 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—2023. 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—2024. 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—2023. 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) 2024

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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(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 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. 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—2023. 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) 2024

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) 2024

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) 2024

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) 2024

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 2024 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-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, 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 2024. 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 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

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

Facts And Circumstances Test

Return Reference	Explanation
SCHEDULE A, PART II	THE ORGANIZATION RECEIVED A CONTRIBUTION IN THE AMOUNT OF $12,500,000 IN FISCAL YEAR 2022. THIS CONTRIBUTION IS BEING CLASSIFIED AS AN UNUSUAL GRANT AND IS EXCLUDED FROM BOTH THE NUMERATOR AND DENOMINATOR IN THE PUBLIC SUPPORT PERCENTAGE CALCULATION. THIS CONTRIBUTION IS UNUSUAL IN NATURE BECAUSE, ACCORDING TO FORM 990, SCHEDULE A INSTRUCTIONS AND IN ACCORDANCE WITH TREASURY REGULATIONS 1.509(A)-3(C)(4): - THE DONOR WAS ATTRACTED BECAUSE OF THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION, - THE CONTRIBUTION WAS UNUSUAL AND UNEXPECTED BECAUSE OF THE AMOUNT, AND - THE CONTRIBUTION WAS LARGE ENOUGH THAT IT WOULD SIGNIFICANTLY DECREASE THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE.

Return Reference

Explanation

SCHEDULE A, PART II

THE ORGANIZATION RECEIVED A CONTRIBUTION IN THE AMOUNT OF $12,500,000 IN FISCAL YEAR 2022. THIS CONTRIBUTION IS BEING CLASSIFIED AS AN UNUSUAL GRANT AND IS EXCLUDED FROM BOTH THE NUMERATOR AND DENOMINATOR IN THE PUBLIC SUPPORT PERCENTAGE CALCULATION. THIS CONTRIBUTION IS UNUSUAL IN NATURE BECAUSE, ACCORDING TO FORM 990, SCHEDULE A INSTRUCTIONS AND IN ACCORDANCE WITH TREASURY REGULATIONS 1.509(A)-3(C)(4): - THE DONOR WAS ATTRACTED BECAUSE OF THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION, - THE CONTRIBUTION WAS UNUSUAL AND UNEXPECTED BECAUSE OF THE AMOUNT, AND - THE CONTRIBUTION WAS LARGE ENOUGH THAT IT WOULD SIGNIFICANTLY DECREASE THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE.

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

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

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization THOMAS JEFFERSON UNIVERSITY

Part I	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) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

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

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

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

right arrow

Complete if the organization is described below. 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

2024

Open to Public
Inspection

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

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

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

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

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

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

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

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I-A

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

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

Political campaign activity expenditures. See instructions .................................................................... right arrow

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

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

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ right arrow

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... right arrow

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

Yes No

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

Yes No

If "Yes," describe in Part IV.

Part I-C

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

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... right arrow

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

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

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

Yes No

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

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

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

Cat. No. 50084S

Schedule C (Form 990) 2024

Page 2

Part II-A

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

A Check right arrow

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

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

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

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

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2021	(b) 2022	(c) 2023	(d) 2024	(e) Total

2a	Lobbying nontaxable amount

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

c	Total lobbying expenditures

d	Grassroots nontaxable amount

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

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2024

Page 3

Part II-B

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

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

(a)

Yes

(b)

Amount

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

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

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

Yes

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

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

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

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

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

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

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

Yes

934,217

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

934,217

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

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

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

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

Part III-A

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

Yes

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

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

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

Part III-B

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

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

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

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

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

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

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

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

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

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

Return Reference	Explanation
SCHEDULE C, PART II-B, LINE 1i	DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDING ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $864,658 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO CERTAIN SENIOR MANAGEMENT PERSONNEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTS TO $68,464 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,095 DURING THE FISCAL YEAR ENDED JUNE 30, 2025.

Return Reference

Explanation

SCHEDULE C, PART II-B, LINE 1i

DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDING ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $864,658 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO CERTAIN SENIOR MANAGEMENT PERSONNEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTS TO $68,464 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,095 DURING THE FISCAL YEAR ENDED JUNE 30, 2025.

Schedule C (Form 990) 2024

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

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

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

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after 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
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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

$ 5,747,881

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

Revenue included on Form 990, Part VIII, line 1 .......................... 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) (Rev. 1-2025)

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 ....	785,360,223	745,985,592	708,211,941	785,871,653	608,011,097
b	Contributions ...	11,240,535	18,667,345	20,305,201	38,021,872	53,525,446
c	Net investment earnings, gains, and losses	64,994,119	67,234,217	58,808,329	-59,255,745	152,133,402
d	Grants or scholarships ...	0	0	0	0	0
e	Other expenditures for facilities and programs ...	40,164,985	46,526,931	41,339,879	56,425,839	27,798,292
f	Administrative expenses ....	0	0	0	0	0
g	End of year balance ......	821,429,892	785,360,223	745,985,592	708,211,941	785,871,653

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

Board designated or quasi-endowment right arrow

48.140 %

Permanent endowment right arrow

51.860 %

Term endowment right arrow

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

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

Yes

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

3a(i)

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

3a(ii)

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

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

Part VI

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

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

1a	Land .....	40,390,609		40,390,609
b	Buildings ....	1,308,723,152	424,776,301	883,946,851
c	Leasehold improvements	58,022,941	21,576,170	36,446,771
d	Equipment ....	561,972,129	303,258,060	258,714,069
e	Other .....	135,022,119	6,280,396	128,741,723
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				1,348,240,023

Schedule D (Form 990) (Rev. 1-2025)

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)ASSETS WHOSE USE IS LIMITED	267,367,531	F
(2)SHORT-TERM INVESTMENTS	175,164,615	F
(3)LONG-TERM INVESTMENTS	887,440,042	F
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)	1,329,972,188

Part IX

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

(a) Description				(b) Book value
(1)DUE FROM AFFILIATES				3,320,810,953
(2)RIGHT OF USE ASSETS				122,711,929
(3)INSURANCE RECOVERABLE				9,232,614
(4)OTHER ASSETS				42,852,976
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				3,495,608,472

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
GRANT & CONTRACT ADVANCES	421,405,862
ACCRUED PENSION LIABILITY	63,514,263
ACCRUED WORKERS COMPENSATION CLAIMS	12,053,932
INTEREST RATE SWAP CONTRACTS	9,772,627
RIGHT OF USE LIABILITY	101,258,983
OTHER LIABILITIES	1,550,131
FEDERAL STUDENT LOAN ADVANCES	4,244,635


Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	613,800,433
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) (Rev. 1-2025)

Page 4

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

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

Part XIII

Supplemental Information

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

Return Reference

Explanation

SCHEDULE D, PART III; QUESTION 4

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

SCHEDULE D, PART V; QUESTION 4

ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2025, AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,500 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor requires TJU to retain as a fund of perpetual duration. Shortfalls of this nature are classified as a reduction of donor-restricted net assets. These shortfalls resulted from unfavorable market fluctuations that occurred shortly after the investment of new contributions to endowment and continued appropriation for certain programs that was deemed prudent by TJU. The historical value of these funds were $31.8 million and $38.5 million as of June 30, 2025 and 2024, respectively. The current value of these funds are $30.5 million and $36.3 million as of June 30, 2025 and 2024, respectively. The Commonwealth of Pennsylvania has not adopted the Uniform Management of Institutional Funds Act (UMIFA) or the Uniform Prudent Management of Institutional Funds Act (UPMIFA). Instead, the Pennsylvania Act governs the investment, use and management of TJU's endowment funds. The Pennsylvania Act permits a nonprofit organization to adopt an appropriation policy designed to preserve the long-term real value investments. Consistent with the Pennsylvania Act, TJU's investment policy objectives are to provide sufficient spendable income to meet current and future budgetary requirements while protecting the purchasing power of endowment assets. For both 2025 and 2024, TJU calculated spendable income for endowment funds at 7% of a rolling three-year average.

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE E(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schools

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

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

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

OMB No. 1545-0047Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

YES

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

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

Yes

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

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

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

Yes

Has the organization publicized its racially nondiscriminatory policy on its primary publicly accessible Internet homepage at

all times during its taxable year in a manner reasonably expected to be noticed by visitors to the homepage, or through

newspaper or broadcast media during the period of solicitation for students, or during the registration period if it has no

solicitation program, in a way that makes the policy known to all parts of the general community it serves? If "Yes," please

describe. If "No," please explain. If you need more space use Part II. . . . . . . . . . . . . . . . . . .

Yes

Does the organization maintain the following:

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

Yes

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

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

Yes

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

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

Yes

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

of Rev. Proc. 75-50, 1975-2 C.B. 587, as modified by Rev. Proc. 2019-22, 2019-22 I.R.B. 1260, covering racial nondiscrimination? If "No," explain in Part II. . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

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

Cat. No. 50085D

Schedule E (Form 990) (Rev. 1-2025)

Page 2

Part II

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

Return Reference

Explanation

SCHEDULE E, PART I; QUESTION 3

THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. THE ORGANIZATION'S UNIVERSITY HANDBOOK CONTAINS AN EQUAL OPPORTUNITY STATEMENT. THIS EQUAL OPPORTUNITY STATEMENT IS PUBLICLY ACCESSIBLE ON THE UNIVERSITY'S WEBSITE AT THE FOLLOWING ADDRESS: https://www.jefferson.edu/life-at-jefferson/handbooks/equal-opportunity-st atement.html

SCHEDULE E, PART I; QUESTION 6

DURING THE FISCAL YEAR ENDED JUNE 30, 2025, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. THIS FINANCIAL SUPPORT IS INCLUDED WITHIN CORE FORM, PART VIII, LINE 1E.

Schedule E (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

Attach to Form 990. Right arrow

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

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

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

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

Yes

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

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

(a) Region		(b) Number of offices in the region	(c) Number of employees, agents, and independent contractors in the region	(d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region)	(e) If activity listed in (d) is a program service, describe specific type of service(s) in the region	(f) Total expenditures for and investments in the region
	Central America and the Caribbean	0	0	Investments		112,138,044
	East Asia and the Pacific	0	0	Investments		192,710,908
	Europe (Including Iceland and Greenland)	0	0	Investments		334,477,752
	Middle East and North Africa	0	0	Investments		958,000
	North America	0	0	Investments		80,552,842
	Russia and the Newly Independent States	0	0	Investments		108,000
	South America	0	0	Investments		41,896,000
	South Asia	0	0	Investments		13,412,000
	Sub-Saharan Africa	0	0	Investments		22,951,000
	Europe (Including Iceland and Greenland)	0	0	Grantmaking		522,924
	South America	0	0	Grantmaking		37,087
	South Asia	0	0	Grantmaking		962,766
	North America	0	0	Grantmaking		11,680
	Middle East and North Africa	0	0	Grantmaking		44,502
	Central America and the Caribbean	0	0	Program Services	FINANCIAL VEHICLE	35,000


3a	Sub-total ....	0	0			800,818,505
b	Total from continuation sheets to Part I ...
c	Totals (add lines 3a and 3b)	0	0			800,818,505

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)

Page 2

Part II

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

(c) Region	(d) Purpose of grant	(e) Amount of cash grant	(f) Manner of cash disbursement
Europe (Including Iceland and Greenland)	SPONSORED	151,773	CHECK
South America	SPONSORED	37,087	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	118,002	CHECK
South Asia	SPONSORED	889,850	CHECK
North America	SPONSORED	11,680	CHECK
Middle East and North Africa	SPONSORED	44,502	CHECK
South Asia	SPONSORED	72,916	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	39,092	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	214,057	CHECK

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......	9
3	Enter total number of other organizations or entities .......................	0

Schedule F (Form 990) (Rev. 1-2025)

Schedule F (Form 990) (Rev. 1-2025)Page 3

Part III

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

Part III can be duplicated if additional space is needed.

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

Schedule F (Form 990) (Rev. 1-2025)

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) (Rev. 1-2025)

Page 5

Part V

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

ReturnReference	Explanation
SCHEDULE F, PART I	DURING THE FISCAL YEAR ENDED JUNE 30, 2025, THIS ORGANIZATION REMITTED $35,000 TO CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, FOR THE BENEFIT OF THE FOLLOWING RELATED ORGANIZATIONS: JEFFERSON HEALTH - NORTHEAST - $15,000; and ABINGTON MEMORIAL HOSPITAL - $20,000. THIS ORGANIZATION ALLOCATES THESE PAYMENTS TO EACH AFFILIATE VIA AN INTERCOMPANY ACCOUNT. As reported on abington memorial hospital's ("AMH") and Jefferson Health - Northeast's ("JHNE"); related internal revenue code SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONs, prior year amended Forms 990, Cassatt Insurance Company, Ltd. ("CICL") is alleging that AMH and JHNE were no longer shareholders of CICL as of the accounting period ending June 30, 2024. AMH and JHNE continue to dispute this allegation. Furthermore, AMH and JHNE continue to believe that the Forms 5471 prepared by CICL for the accounting period ending June 30, 2024 were materially inaccurate. Although AMH and JHNE were not furnished with FY25 Forms 5471, AMH and JHNE reasonably believe they still remain shareholders of CICL as of the end of their fiscal year ending June 30, 2025. AMH and JHNE have previously filed a lawsuit disputing the allegations of CICL that AMH and JHNE are no longer shareholders of CICL.
SCHEDULE F, PART I; LINE 2	THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.
SCHEDULE F, PART IV; QUESTION 5	THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2025.

Schedule F (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

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

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

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

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

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

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

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

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

YesNo

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

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










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

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

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

Cat. No. 50083H

Schedule G (Form 990) (Rev. 1-2025)

Page 2

Part II

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

		(a) Event #1 GALA (event type)	(b) Event #2 BALL (event type)	(c) Other events 0 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	2,054,875	399,102		2,453,977
2	Less: Contributions . . . .	1,358,301	66,988		1,425,289
3	Gross income (line 1 minus line 2) . . . . . .	696,574	332,114		1,028,688

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	8,108	13,800	21,908
7	Food and beverages . . .	358,067	194,170	552,237
8	Entertainment . . . .		23,500	23,500
9	Other direct expenses . . .	330,399	100,644	431,043
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .			1,028,688
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .

Part III

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

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

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

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

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

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

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

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

YesNo

If "No," explain:

10a

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

YesNo

If "Yes," explain:

Schedule G (Form 990) (Rev. 1-2025)

Page 3

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

YesNo

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

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

YesNo

Indicate the percentage of gaming activity conducted in:

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

13a

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

13b

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

Name

Address

15a

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

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

YesNo

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

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

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

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

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

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

YesNo

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

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

Part IV

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

Return Reference	Explanation

Schedule G (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

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

Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

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

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

Attach to Form 990.
lBullet

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

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number
23-1352651

Part I

General Information on Grants and Assistance

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

Yes No

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

Part II

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

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

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) ALBANY MEDICAL 47 NEW SCOTLAND AVENUE ALBANY,NY12208	14-1338307	501(C)(3)	83,850	PROGRAM SUPPORT
(2) ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX,NY10461	83-0621846	501(C)(3)	156,736	PROGRAM SUPPORT
(3) AMERICAN RED CROSS PO Box 33093 NEWARK,NJ071880093	23-2785589	501(C)(3)	10,728	PROGRAM SUPPORT
(4) ARCADIA UNIVERSITY 450 SOUTH EASTON ROAD GLENSIDE,PA19038	23-1352620	501(C)(3)	18,500	PROGRAM SUPPORT
(5) ARUP LABORATORIES PO Box 27964 Salt Lake City,UT84127	87-0403206	501(C)(3)	33,242	PROGRAM SUPPORT
(6) AUGUSTA UNIVERSITY RESEARCH INSTITUTE 1120 15TH STREET AUGUSTA,GA30912	58-6002053	501(C)(3)	16,000	PROGRAM SUPPORT
(7) BARUCH S BLUMBERG INSTITUTE 3805 Old Easton Road Doylestown,PA18902	06-1671347	501(C)(3)	63,954	PROGRAM SUPPORT
(8) BRANDEIS UNIVERSITY 415 SOUTH STREET MS 110 WALTHAM,MA024532728	04-2103552	501(C)(3)	7,118	PROGRAM SUPPORT
(9) BRIGHAM AND WOMENS HOSPITAL 75 FRANCIS STREET BOSTON,MA02115	04-2312909	501(C)(3)	8,089	PROGRAM SUPPORT
(10) BROWN UNIVERSITY PO Box J PROVIDENCE,RI02912	05-0258809	501(C)(3)	8,010	PROGRAM SUPPORT
(11) CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND,OH44106	34-1018992	501(C)(3)	15,833	PROGRAM SUPPORT
(12) CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CTR BLVD PHILADELPHIA,PA19104	23-1352166	501(C)(3)	295,334	PROGRAM SUPPORT
(13) CHRISTIANA CARE HEALTH SERVICES INC 4701 OGLETOWN STANTON RD NEWARK,DE19713	51-0103684	501(C)(3)	34,798	PROGRAM SUPPORT
(14) CITY OF HOPE 1500 EAST DUARTE ROAD DUARTE,CA91010	95-3435919	501(C)(3)	7,882	PROGRAM SUPPORT
(15) COALITION OF INCLUSIVE MEDICINE 5050 S VIRGIL AVE LOS ANGELES,CA90020	81-3268205		48,496	PROGRAM SUPPORT
(16) COLD SPRING HARBOR LABORATORY 1 BUNGTOWN ROAD COLD SPRING HARBOR,NY11724	11-2013303	501(C)(3)	21,167	PROGRAM SUPPORT
(17) CURIA GLOBAL INC 26 CORPORATE CIRCLE ALBANY,NY12212	14-1742717		90,787	PROGRAM SUPPORT
(18) DREXEL UNIVERSITY 3141 CHESTNUT ST PHILADELPHIA,PA19102	23-1352630	501(C)(3)	653,764	PROGRAM SUPPORT
(19) DUKE UNIVERSITY PO BOX 602651 CHARLOTTE,NC282602651	56-0532129	501(C)(3)	16,975	PROGRAM SUPPORT
(20) EMORY UNIVERSITY 1814 CLAIRMONT ROAD DECATUR,GA30033	58-0566256	501(C)(3)	52,741	PROGRAM SUPPORT
(21) FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON,FL334316424	59-0917284	501(C)(3)	125,580	PROGRAM SUPPORT
(22) FOX CHASE CANCER CENTER 604 COTTMAN AVENUE CHELTENHAM,PA19012	23-2003072	501(C)(3)	214,492	PROGRAM SUPPORT
(23) FOX CHASE CHEMICAL DIVERSITY CTR INC 3805 OLD EASTON ROAD Doylestown,PA18902	26-3652213	501(C)(3)	264,647	PROGRAM SUPPORT
(24) GE GLOBAL RESEARCH 500 1ST AVENUE PITTSBURGH,PA15219	000000000		99,646	PROGRAM SUPPORT
(25) GE MEDICAL SYSTEMS INFORMATION TECH INC 1 RESEARCH CIRCLE NISKAYUNA,NY12309	59-3537430		53,450	PROGRAM SUPPORT
(26) GEORGE WASHINGTON UNIVERSITY 45155 RESEARCH PLACE ASHBURN,VA20147	53-0196584	501(C)(3)	230,318	PROGRAM SUPPORT
(27) ICAHN SCHOOL OF MEDICINE ONE GUSTAVE L LEVY PLACE NEW YORK,NY10029	13-6171197	501(C)(3)	116,537	PROGRAM SUPPORT
(28) KUMC RESEARCH INSTITUTE INC 3901 RAINBOW BLVD MAILSTOP 1039 KANSAS CITY,KS66160	48-1108830	501(C)(3)	40,169	PROGRAM SUPPORT
(29) LEHIGH VALLEY HOSPITAL 1255 SOUTH CEDAR CREST BLVD ALLENTOWN,PA18103	23-1689692	501(C)(3)	96,833	PROGRAM SUPPORT
(30) LOYOLA UNIVERSITY OF CHICAGO 820 N MICHIGAN AVENUE CHICAGO,IL60611	36-1408475	501(C)(3)	15,028	PROGRAM SUPPORT
(31) MATERNITY CARE COALITION 3401 I STREET SUITE 407 PHILADELPHIA,PA19134	23-2200410	501(C)(3)	42,558	PROGRAM SUPPORT
(32) NEMOURS 10140 CENTURION PKWY N JACKSONVILLE,FL32256	59-0634433	501(C)(3)	35,583	PROGRAM SUPPORT
(33) NORTHEASTERN UNIVERSITY 360 Huntington Avenue BOSTON,MA021155000	04-1679980	501(C)(3)	39,815	PROGRAM SUPPORT
(34) NORTHWESTERN UNIVERSITY 750 NORTH LAKE SHORE DRIVE CHICAGO,IL60611	36-2167817	501(C)(3)	119,772	PROGRAM SUPPORT
(35) OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK ROAD PORTLAND,OR97239	93-1176109	501(C)(3)	42,019	PROGRAM SUPPORT
(36) PENNSYLVANIA STATE UNIVERSITY 500 UNIVERSITY DRIVE HERSHEY,PA170330850	24-6000376	GOV'T ORG	34,616	PROGRAM SUPPORT
(37) QUEST DIAGNOSTICS INCORPORATED PO BOX 828669 PHILADELPHIA,PA191828669	20-8528566		10,760	PROGRAM SUPPORT
(38) REGENTS OF THE UNIVERSITY OF CALIFORNIA 120 THEORY SUITE 200 IRVINE,CA926971050	94-3067788	501(C)(3)	11,226	PROGRAM SUPPORT
(39) REGENTS OF THE UNIVERSITY OF MICHIGAN BOX 223131 PITTSBURGH,PA152512131	38-6006309	501(C)(3)	39,828	PROGRAM SUPPORT
(40) REGENTS OF THE UNIVERSITY OF minnesota NW5960 PO BOX 1450 MINNEAPOLIS,MN55485	51-0190183	501(C)(3)	291,123	PROGRAM SUPPORT
(41) RENSSELAER POLYECHNIC INSTITUTE 110 8TH STREET TROY,NY12180	14-1340095	501(C)(3)	23,517	PROGRAM SUPPORT
(42) RESEARCH TRIANGLE INSTITUTE PO BOX 900002 RALEIGH,NC276759000	56-0686338	501(C)(3)	79,694	PROGRAM SUPPORT
(43) RESOURCES FOR HUMAN DEVELOPMENT 140 NEYHART ROAD STROUDSBURG,PA18360	23-1727133	501(C)(3)	218,982	PROGRAM SUPPORT
(44) RUTGERS 33 LIVINGSTON AVE CIVIC SQUARE BLD NEW BRUNSWICK,NJ08901	46-2354111	GOV'T ORG	86,932	PROGRAM SUPPORT
(45) SEATTLE INSTITUTE FOR BIOMEDICAL AND CLINICAL RESE 1325 4TH AVE W STE 1310 SEATTLE,WA98101	91-1452438	501(C)(3)	66,545	PROGRAM SUPPORT
(46) SHIELDS & SHIELDS MD PC PO BOX 31094 NEWARK,NJ071010130	23-2025203		117,915	PROGRAM SUPPORT
(47) TEMPLE UNIVERSITY PO BOX 827997 PHILADELPHIA,PA19182	23-1365971	501(C)(3)	146,945	PROGRAM SUPPORT
(48) THE GENEVA FOUNDATION PO BOX 84212 SEATTLE,WA981245512	91-1593913	501(C)(3)	879,503	PROGRAM SUPPORT
(49) THE GEORGE WASHINGTON UNIVERSITY 44983 KNOLL SQUARE BUILDING II SE ASHBURN,VA201472692	53-0196584	501(C)(3)	96,087	PROGRAM SUPPORT
(50) THE HACK FOUNDATION 8605 SANTA MONICA BLVD WEST HOLLYWOOD,CA90069	81-2908499	501(C)(3)	6,480	PROGRAM SUPPORT
(51) THE LELAND STANFORD JUNIOR UNIVERSITY PO BOX 44253 SAN FRANCISCO,CA941444253	94-1156365	501(C)(3)	94,000	PROGRAM SUPPORT
(52) THE UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRIVE AUSTIN,TX78712	74-6000203	GOV'T ORG	56,875	PROGRAM SUPPORT
(53) THOMAS JEFFERSON UNIV HOSPITAL INC 132 South 10th Street Suite 1099D PHILADELPHIA,PA19107	23-1352651	501(C)(3)	9,360	PROGRAM SUPPORT
(54) TRUSTEES OF THE UNIV OF PA 1 WEST 3400 CIVIC CENTER BLVD PHILADELPHIA,PA19104	23-1352685	501(C)(3)	693,741	PROGRAM SUPPORT
(55) TULANE UNIVERSITY 1555 POYDRAS ST NEW ORLEANS,LA70112	72-0423889	501(C)(3)	102,183	PROGRAM SUPPORT
(56) UNIVERSITY OF ALABAMA 801 5TH AVENUE SOUTH ROOM 251 BIRMINGHAM,AL35233	63-6005396	GOV'T ORG	34,733	PROGRAM SUPPORT
(57) UNIVERSITY OF FLORIDA 42 SOUTH 15TH STREET PHILADELPHIA,PA19107	59-6002052	GOV'T ORG	42,755	PROGRAM SUPPORT
(58) UNIVERSITY OF MARYLAND BALTIMORE PO Box 41428 Baltimore,MD212036428	52-6002033	GOV'T ORG	329,064	PROGRAM SUPPORT
(59) UNIVERSITY OF NORTH CAROLINA 104 MANNING DRIVE CAMPUS BOX 7352 CHAPEL HILL,NC27599	56-1717285	GOV'T ORG	80,008	PROGRAM SUPPORT
(60) UNIVERSITY OF PITTSBURGH PO BOX 371220 PITTSBURGH,PA152517220	23-7932120	501(C)(3)	20,250	PROGRAM SUPPORT
(61) UNIVERSITY OF ROCHESTER 1325 MT HOPE AVE ROCHESTER,NY14620	16-0743209	501(C)(3)	34,248	PROGRAM SUPPORT
(62) UNIVERSITY OF TEXAS MED BRANCH AT GALVESTON 301 UNIVERSITY BLVD GALVESTON,TX77555	74-6057279		7,420	PROGRAM SUPPORT
(63) UNIVERSITY OF TEXAS SOUTHWESTERN PO BOX 841765 DALLAS,TX752841765	75-6002868		93,840	PROGRAM SUPPORT
(64) UNIVERSITY OF VIRGINIA PO BOX 800793 CHARLOTTESVILLE,VA229080793	000000000		15,997	PROGRAM SUPPORT
(65) UNIVERSITY OF WISCONSIN 1500 HIGHLAND AVENUE MADISON,WI53705	39-1805963	501(C)(3)	32,340	PROGRAM SUPPORT
(66) UNIVERSITY OF WISCONSIN SYSTEM PO BOX 78770 MILWAUKEE,WI532780770	39-1805963	501(C)(3)	21,720	PROGRAM SUPPORT
(67) WASHINGTON STATE UNIVERSITY PO BOX 641025 PULLMAN,WA99164	91-6001108	GOV'T ORG	76,731	PROGRAM SUPPORT
(68) WASHINGTON UNIVERSITY 700 ROSEDALE AVE CB1034 ST LOUIS,MO63112	90-1067283	501(C)(3)	68,996	PROGRAM SUPPORT
(69) WAYNE STATE UNIVERSITY 410 WEST WARREN AVENUE DETROIT,MI48202	38-6028429	501(C)(3)	6,243	PROGRAM SUPPORT
(70) WISTAR INSTITUTE OF ANATOMY & BIOLOGY 3501 SPRUCE STREET PHILADELPHIA,PA19104	23-6434390	501(C)(3)	156,316	PROGRAM SUPPORT
(71) YALE UNIVERSITY 77 PROSPECT STREET NEW HAVEN,CT06511	06-0646973	501(C)(3)	28,102	PROGRAM SUPPORT

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

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

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

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

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

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

(1) SCHOLARSHIPS	1561	17,333,368
(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

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

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

Schedule I (Form 990) Rev. 1-2025

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

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

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

Yes

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

Yes

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

Yes

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

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)
1JOSEPH G CACCHIONEMDFACC TRUSTEE - CEO TJU/JEFF HEALTH	(i) (ii)	2,603,871 ------------- 0	1,833,440 ------------- 0	2,494,984 ------------- 0	44,850 ------------- 0	33,617 ------------- 0	7,010,762 ------------- 0	0 ------------- 0
2Baligh R YehiaMDMPPMSc PRESIDENT JEFFERSON HEALTH	(i) (ii)	1,741,380 ------------- 0	1,020,773 ------------- 0	396,922 ------------- 0	550,063 ------------- 0	11,211 ------------- 0	3,720,349 ------------- 0	0 ------------- 0
3JOHN P MORDACH TREAS. - EVP/CFO (TERM 2/2025)	(i) (ii)	1,312,196 ------------- 0	822,593 ------------- 0	695,561 ------------- 0	44,850 ------------- 0	30,417 ------------- 0	2,905,617 ------------- 0	0 ------------- 0
4SRINIVAS PRASAD MD MS PROFESSOR & PHYSICIAN	(i) (ii)	59,096 ------------- 1,127,212	0 ------------- 1,483,839	1,710 ------------- 0	6,600 ------------- 34,500	10,807 ------------- 0	78,213 ------------- 2,645,551	0 ------------- 0
5JACK JALLO MD PHD PROFESSOR & PHYSICIAN	(i) (ii)	260,692 ------------- 946,633	0 ------------- 1,165,504	38,971 ------------- 0	34,450 ------------- 34,500	30,117 ------------- 0	364,230 ------------- 2,146,637	0 ------------- 0
6BRUCE A MEYER MD MBA FORMER KEY EMPLOYEE	(i) (ii)	2,455 ------------- 0	0 ------------- 0	2,482,981 ------------- 0	0 ------------- 0	0 ------------- 0	2,485,436 ------------- 0	0 ------------- 0
7JAMES S HARROP MD PROFESSOR & PHYSICIAN	(i) (ii)	223,077 ------------- 974,812	0 ------------- 1,167,508	4,902 ------------- 0	42,777 ------------- 34,500	30,117 ------------- 0	300,873 ------------- 2,176,820	0 ------------- 0
8CRISTINA G CAVALIERI ESQ SEC - EVP, CHIEF LEGAL COUNSEL	(i) (ii)	1,204,536 ------------- 0	456,673 ------------- 0	695,901 ------------- 0	44,850 ------------- 0	21,469 ------------- 0	2,423,429 ------------- 0	0 ------------- 0
9JOSHUA HELLER MD MBA PROFESSOR & PHYSICIAN	(i) (ii)	64,379 ------------- 1,091,168	0 ------------- 936,172	1,905 ------------- 0	7,543 ------------- 34,500	23,330 ------------- 0	97,157 ------------- 2,061,840	0 ------------- 0
10ROBERT H ROSENWASSER MD PROFESSOR & PHYSICIAN	(i) (ii)	1,328,176 ------------- 283,447	110,000 ------------- 80,284	197,109 ------------- 0	44,850 ------------- 34,500	21,381 ------------- 0	1,701,516 ------------- 398,231	0 ------------- 0
11SUSAN C ALDRIDGE PHD PRESIDENT TJU	(i) (ii)	1,100,528 ------------- 0	686,853 ------------- 0	179,767 ------------- 0	44,850 ------------- 0	9,187 ------------- 0	2,021,185 ------------- 0	0 ------------- 0
12MARK M WHALEN EVP, CSO & CAO	(i) (ii)	1,059,583 ------------- 0	475,076 ------------- 0	146,242 ------------- 0	257,856 ------------- 0	33,417 ------------- 0	1,972,174 ------------- 0	0 ------------- 0
13STEPHEN T SMITH EVP, CAO	(i) (ii)	715,211 ------------- 0	256,537 ------------- 0	157,846 ------------- 0	170,669 ------------- 0	30,417 ------------- 0	1,330,680 ------------- 0	15,000 ------------- 0
14LISA SATTESON SHRM-SCP EVP, CHIEF HR OFFicer	(i) (ii)	744,937 ------------- 0	260,884 ------------- 0	84,868 ------------- 0	170,168 ------------- 0	31,816 ------------- 0	1,292,673 ------------- 0	17,338 ------------- 0
15MARK L TYKOCINSKI MD FORMER KEY EMPLOYEE	(i) (ii)	369,393 ------------- 0	0 ------------- 0	809,113 ------------- 0	44,850 ------------- 0	25,881 ------------- 0	1,249,237 ------------- 0	0 ------------- 0
16LAURENCE M MERLIS FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 0	0 ------------- 0	1,220,360 ------------- 0	0 ------------- 0	19,885 ------------- 0	1,240,245 ------------- 0	0 ------------- 0
17STEPHEN K KLASKO MD MBA FORMER OFFICER	(i) (ii)	0 ------------- 0	0 ------------- 0	1,085,673 ------------- 0	0 ------------- 0	4,314 ------------- 0	1,089,987 ------------- 0	0 ------------- 0
18KATHLEEN GALLAGHER FORMER OFFICER	(i) (ii)	0 ------------- 0	0 ------------- 0	718,982 ------------- 0	0 ------------- 0	19,954 ------------- 0	738,936 ------------- 0	0 ------------- 0
19MICHAEL B WALSH FORMER KEY EMPLOYEE	(i) (ii)	0 ------------- 0	0 ------------- 0	0 ------------- 644,013	0 ------------- 0	0 ------------- 0	0 ------------- 644,013	0 ------------- 0

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

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

Return Reference	Explanation
CORE FORM, PART VII AND SCHEDULE J	TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2.
SCHEDULE J, PART I; QUESTION 1	CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2024 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENEFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: STEPHEN K. KLASKO, M.D.
SCHEDULE J, PART I; QUESTION 4A	THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2024 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRUCE A. MEYER, M.D., MBA, $2,482,981; MARK L. TYKOCINSKI, M.D., $725,000; LAURENCE M. MERLIS, $1,208,370; STEPHEN K. KLASKO, M.D., MBA, $1,076,923; KATHLEEN GALLAGHER, $681,220 and Michael b. walsh, $624,571.
SCHEDULE J, PART I; QUESTION 4B	THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN P. MORDACH, $409,025; CRISTINA G. CAVALIERI, ESQ., $387,847; ROBERT H. ROSENWASSER, M.D., $162,985; SUSAN C. ALDRIDGE, PH.D, $139,463 AND STEPHEN T. SMITH, $34,364. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOSEPH G. CACCHIONE, M.D., FACC, $2,468,842; BALIGH R. YEHIA, M,D., MPP, MSC, $379,844; JOHN P. MORDACH, $243,490; CRISTINA G. CAVALIERI, ESQ., $267,750; MARK M. WHALEN, $119,000; STEPHEN T. SMITH, $93,500 AND LISA SATTESON, SHRM-SCP, $59,500. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BALIGH R. YEHIA, M,D., MPP, MSC, $512,113; JAMES S. HARROP, M.D., $12,641; MARK M. WHALEN, $219,906; STEPHEN T. SMITH, $125,819 AND LISA SATTESON, SHRM-SCP, $132,218.
SCHEDULE J, PART I; QUESTION 7	CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F	THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

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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

Open to Public
Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number
23-1352651

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917SNP4	02-26-2015	550,268,991	CONSTRUCTION & REFUNDING PREV BOND	X			X		X
B	PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT	23-2237287	71781XCR2	02-08-2017	380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.	X			X		X
C	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2328939	613603ZK8	05-03-2018	539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.	X			X		X
D	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603B57	06-27-2019	497,019,314	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2447147	613603G94	02-02-2022	757,321,188	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHROITY	23-2243852	70917TSQ5	11-13-2024	1,549,667,135	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		11,460,000		6,500,000
2 Amount of bonds legally defeased ..............	310,965,000		5,000,000		100,000,000		0
3 Total proceeds of issue ..................	550,268,991		380,043,540		539,430,006		497,019,314
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		13,000,000
6 Proceeds in refunding escrows ...............	395,655,000		276,204,993		298,372,741		50,072,332
7 Issuance costs from proceeds ...............	4,613,991		3,838,547		4,557,265		4,280,956
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	150,000,000		100,000,000		236,500,000		429,666,026
11 Other spent proceeds .............	0		0		0		0
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2016		2018		2021		2021
	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)? ........	X		X		X		X
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)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

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? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

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

Schedule K (Form 990) (Rev. 1-2025)

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?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference	Explanation
SCHEDULE K, PART I, COLUMN (a)	BOND (A): PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BOND (B): PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT BOND (C): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY BOND (D): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY
SCHEDULE K, PART I, COLUMN (B)	ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5.
SCHEDULE K, PART I, COLUMN (f)	BOND (A): CONSTRUCTION AND REFUND TJU 2008A&B SERIES DATED 03/13/2008 AND TJUH 2014 SERIES DATED 06/30/2014. BOND (B): CAPITAL PROJECTS AND REFUND ARIA 2014 SERIES DATED 07/24/2014, TJU 2010 SERIES DATED 03/11/2010, AMH 2009A SERIES DATED 11/04/2009, TJU 2006AB DATED 12/13/2006. BOND (C): CAPITAL PROJECTS AND REFUND TJU 2017E ISSUE DATED 12/22/2017. BOND (D): CAPITAL PROJECTS AND REFUND AMH 2012B SERIES DATED 08/02/2012.
SCHEDULE K, PART I, COLUMN (a)	BOND (A): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY BOND (B): PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY
SCHEDULE K, PART I, COLUMN (f)	BOND (A): CAPITAL PROJECTS AND REFUND AMH 2012B SERIES DATED 08/02/2012. BOND (B): CAPITAL PROJCTS AND REFUNDING OF VARIOUS BONDS

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

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Software Version:

- TIN:

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

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
THOMAS JEFFERSON UNIVERSITY

Employer identification number
23-1352651

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY	23-2243852	70917SNP4	02-26-2015	550,268,991	CONSTRUCTION & REFUNDING PREV BOND	X			X		X
B	PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT	23-2237287	71781XCR2	02-08-2017	380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.	X			X		X
C	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2328939	613603ZK8	05-03-2018	539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.	X			X		X
D	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2247147	613603B57	06-27-2019	497,019,314	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	23-2447147	613603G94	02-02-2022	757,321,188	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X
	PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHROITY	23-2243852	70917TSQ5	11-13-2024	1,549,667,135	REFINANCE PRIOR BONDS & CAP PROJ.		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	0		0		11,460,000		6,500,000
2 Amount of bonds legally defeased ..............	310,965,000		5,000,000		100,000,000		0
3 Total proceeds of issue ..................	550,268,991		380,043,540		539,430,006		497,019,314
4 Gross proceeds in reserve funds .............	0		0		0		0
5 Capitalized interest from proceeds .............	0		0		0		13,000,000
6 Proceeds in refunding escrows ...............	395,655,000		276,204,993		298,372,741		50,072,332
7 Issuance costs from proceeds ...............	4,613,991		3,838,547		4,557,265		4,280,956
8 Credit enhancement from proceeds .............	0		0		0		0
9 Working capital expenditures from proceeds .............	0		0		0		0
10 Capital expenditures from proceeds .............	150,000,000		100,000,000		236,500,000		429,666,026
11 Other spent proceeds .............	0		0		0		0
12 Other unspent proceeds .............	0		0		0		0
13 Year of substantial completion .............	2016		2018		2021		2021
	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)? ........	X		X		X		X
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)? ........		X		X		X		X
16 Has the final allocation of proceeds been made? ..........	X		X		X		X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X		X		X		X

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

Cat. No. 50193E

Schedule K (Form 990) (Rev. 1-2025)

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? .............		X		X		X		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X		X		X		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X		X		X		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X		X		X		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %		0 %		0 %		0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		X		X		X		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X		X		X		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X		X		X		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........	X		X		X		X

Part Ⅳ

Arbitrage

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

Schedule K (Form 990) (Rev. 1-2025)

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?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X		X		X		X
b Name of provider ..........	0		0		0		0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X		X		X		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...	X		X		X		X

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference	Explanation
SCHEDULE K, PART I, COLUMN (a)	BOND (A): PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BOND (B): PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT BOND (C): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY BOND (D): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY
SCHEDULE K, PART I, COLUMN (B)	ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5.
SCHEDULE K, PART I, COLUMN (f)	BOND (A): CONSTRUCTION AND REFUND TJU 2008A&B SERIES DATED 03/13/2008 AND TJUH 2014 SERIES DATED 06/30/2014. BOND (B): CAPITAL PROJECTS AND REFUND ARIA 2014 SERIES DATED 07/24/2014, TJU 2010 SERIES DATED 03/11/2010, AMH 2009A SERIES DATED 11/04/2009, TJU 2006AB DATED 12/13/2006. BOND (C): CAPITAL PROJECTS AND REFUND TJU 2017E ISSUE DATED 12/22/2017. BOND (D): CAPITAL PROJECTS AND REFUND AMH 2012B SERIES DATED 08/02/2012.
SCHEDULE K, PART I, COLUMN (a)	BOND (A): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY BOND (B): PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY
SCHEDULE K, PART I, COLUMN (f)	BOND (A): CAPITAL PROJECTS AND REFUND AMH 2012B SERIES DATED 08/02/2012. BOND (B): CAPITAL PROJCTS AND REFUNDING OF VARIOUS BONDS

Schedule K (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

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

Attach to Form 990.
Right pointing arrow large image

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	19	1,286,608	FMV
10 Securities—Closely held stock .
11 Securities—Partnership, LLC, or trust interests ....
12 Securities—Miscellaneous ..
13 Qualified conservation contribution—Historic structures .....
14 Qualified conservation contribution—Other ...
15 Real estate—Residential .
16 Real estate—Commercial ..
17 Real estate—Other ...
18 Collectibles .....
19 Food inventory ...
20 Drugs and medical supplies .
21 Taxidermy ......
22 Historical artifacts ....
23 Scientific specimens ..
24 Archeological artifacts ...
25 Other ( FF&E )	X	1	20,000	FMV
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

30a

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

30a

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

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

Yes

32a

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

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

32a

If "Yes," describe in Part II.

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

describe in Part II.

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

Cat. No. 51227J

Schedule M (Form 990) (2024)

Page 2

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

Return Reference	Explanation

Schedule M (Form 990) (2024)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Return Reference	Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	Thomas jefferson university is the tax-exempt parent organization of thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. Thomas jefferson university is the sole member or stockholder of various entities. The internal revenue service ("irs") has recognized thomas jefferson university as a tax-exempt organization under internal revenue code section 501(c)(3). Thomas jefferson university ("tju") was first incorporated under the name jefferson medical college of philadelphia by a special act of the pennsylvania general assembly in 1838. Today, tju is an innovative health sciences university that conducts research and offers undergraduate and graduate instruction through the sidney kimmel medical college at thomas jefferson university ("skmc") as well as the jefferson colleges of nursing, pharmacy, health professions, population health, rehabilitation sciences, life sciences, architecture & the built environment, design engineering & commerce, and humanities & sciences. Tju's educational programs are fully accredited and it educates over 8,200 students annually. Tju educates medical students, nurses, scientists, physician's assistants, technicians, pharmacists, occupational and physical therapists, population health experts, and other healthcare professionals to provide healthcare services and to conduct cutting-edge scientific and medical research in the cure and prevention of diseases. Tju also conducts clinical and statistical research, studies, and experiments to improve current disease prevention and treatment knowledge and techniques. Tju dedicates itself to collaborative, transdisciplinary and inter-professional approaches to learning that offer a vibrant and expandable platform for education. Through this unique model, we are preparing our students for current and yet-to-be-imagined careers - setting tomorrow's standards by breaking today's. University mission: we are a university with preeminence in transdisciplinary, experiential professional education, research and discovery, delivering exceptional value for 21st century students with excellence in architecture, business, design, engineering, fashion & textiles, health, science and social science - infused with the liberal arts. Enterprise mission: we improve lives. Enterprise vision: reimagining health, education and discovery to create unparalleled value. Commitment to diversity & equity: jefferson holds itself accountable, at every level of the organization, to nurture an environment of inclusion and respect, by valuing the uniqueness of every individual, celebrating and reflecting the rich diversity of its communities, and taking meaningful action to cultivate an environment of fairness, belonging & opportunity. Thomas jefferson university fy25 statistics =========================================== Student ftes: 8,700+ Faculty ftes: 1,800+ Residents and fellows: 2,100+ Post docs: 115 Alumni: 93,000+ Tju focuses on ten academic areas of interest: architecture, business, design, engineering, fashion, and textiles, health, medicine, nursing, science, and social science; and houses two flag ship colleges: sidney kimmel medical college (skmc) and the kanbar college of design engineering and commerce (kcdec). Skmc is a historic & renowned medical college consistently in the top 60 national usn&wr medical school rankings for both research and primary care. Skmc is the medical school for the state of delaware and a clinical partner to 30 hospitals & health systems, in addition to jefferson health hospitals. Kcdec offers a transdisciplinary approach to teaching and learning that gives students the skills and knowledge to think out-of-the-box ideas and work collaboratively to identify problems and discover innovative solutions. The system's tripartite mission of education, research and patient care. Jefferson health, in partnership with tju, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the delaware valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. Jefferson has over 325 years of health care, innovation and education. Jefferson health, which added lehigh valley health network in august 2024, now Includes 32 hospitals with 5,500 licensed beds throughout eastern Pennsylvania And southern new jersey. They are jefferson abington hospital, jefferson bucks Hospital, jefferson cherry hill hospital, jefferson einstein philadelphia hospital, Jefferson einstein montgomery hospital, jefferson frankford hospital, jefferson Hospital for neuroscience, jefferson lansdale hospital, jefferson methodist hospital, Jefferson moss-magee rehabilitation hospital - center city, jefferson moss-magee Rehabilitation - elkins park, jefferson stratford hospital, jefferson Torresdale Hospital, jefferson washington township hospital, lehigh valley hospital - carbon, Lehigh valley hospital - cedar crest, lehigh valley hospital - 1503 n. Cedar crest, Lehigh valley hospital - dickson city, lehigh valley hospital - gilbertsville, lehigh Valley hospital - hazleton, lehigh valley hospital - hecktown oaks, lehigh valley Hospital - highland avenue, lehigh valley hospital - macungie, lehigh valley hospital - muhlenberg, lehigh valley hospital - pocono, lehigh valley hospital - schuylkill e. Norwegian st., lehigh valley hospital - schuylkill s. Jackson st., lehigh valley hospital - 17th street, lehigh valley hospital - tilghman, physicians care surgical hospital, Rothman orthopedic specialty hospital, and thomas jefferson university hospital. Combined, jefferson health, thomas jefferson university and lehigh valley network have more than 65,000 employees, which includes over 10,200 employed physicians/advanced practice professionals, 13,700 full and part-time nurses and more than 1,800 full and part-time paid faculty. Jefferson is the second largest employer in philadelphia and the largest health system in philadelphia based on total licensed beds. Jefferson health includes over 700 outpatient and urgent care centers throughout eastern pennsylvania and southern new jersey; 4 magnet-designated hospitals, an nci-designated comprehensive cancer center - sidney kimmel cancer center; and one of the largest faculty-based telehealth networks in the country that began more than 10 years ago. Jefferson health includes 32 hospitals throughout southeastern pennsylvania, lehigh valley and new jersey. Additional relevant tju and jefferson health information for the year ended june 30, 2025: - Licensed beds: 3,816 - Inpatient admissions: 160,254 - Observation cases: 48,777 - Total surgeries: 100,839 - Emergency dept. Visits: 584,121 - Ambulatory visits: 1,767,947 - Telehealth visits: 238,261 The system's hospitals' conformance with irs revenue ruling 69-545 The wholly owned hospitals in the system are recognized by the irs as internal revenue code section 501(c)(3) tax-exempt organizations. Pursuant to its charitable purposes, each of these hospitals provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, gender identity, sexual orientation, national origin, or ability to pay. Moreover, our hospitals operate consistently with the following criteria outlined in irs revenue ruling 69-545: 1. Providing medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, medicare, and medicaid patients. 2. Operating active emergency departments for all persons that are open 24 hours a day, 7 days a week, 365 days per year. 3. Maintaining open medical staffs, with privileges available to all qualified physicians. 4. Control positioned with hospital board of trustees and the board of trustees of tju, and all the boards are comprised of independent civic leaders and other prominent members of the represented communities; and 5. Using surplus funds to improve the quality of patient care, expand and renovate facilities/equipment and advance and improve medical care, programs and activities through patient care and medical training, education, and research.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	The operations of our wholly owned hospitals as shown through the factors outlined above and other information contained herein, clearly demonstrate the provision of substantial community benefit; both collectively and individually; and that the use and control of the respective hospital facilities are for the benefit of the public and that no part of the income or net earnings of any of the hospital organizations inures to the benefit of any private individual, nor is any private interest being served other than incidentally. Tju hospitals collectively provide substantial community benefit For fiscal years ended june 30, 2025 and 2024; the tju wholly owned tax-exempt hospitals provided a total of approximately $1.44 billion and $1.18 billion of combined net community benefit costs as defined by the irs and reflected in their respective forms 990, schedule h, part i. These numbers are at estimated cost and are net of any federal, state or local remuneration or reimbursement. The corresponding combined community benefit percentages were approximately 12.73% and 11.53% for the fiscal years ended june 30, 2025 and 2024; respectively. These percentages were derived by using the combined net community benefit costs as the numerator and total combined hospital operating expenses as the denominator. These costs and percentages do not include any estimated bad debt costs and any medicare shortfall incurred by any of the tju wholly owned tax-exempt hospitals for either fiscal years. Thomas jefferson university - u.s. news & world report rankings 2023 - 2024 ========================================================================== Undergraduate: jefferson was ranked in the top 150 (#132) universities and #51 in best value schools by u.s. news & world report. The occupational therapy program was ranked #8 and the physical therapy program was ranked #46 by u.s news & world report. Jefferson was ranked #7 in top 50 fashion design schools and colleges in the us by fashion-schools.org. The college of nursing was ranked #17 in best online master's and #8 in best online family nurse practitioner nursing programs. Thomas jefferson university was ranked #2 in america's best colleges for women 2026 by newsweek. Tju was ranked in the top 150 universities by u.s. news & world report and #74 in nursing (bachelor's). Jefferson was ranked #115 for best colleges for design in america by niche.com and was ranked #32 in 2025 best fashion schools in the world by ceo world. Graduate: the school of rehabilitation sciences is ranked #8 in occupational therapy and #46 in physical therapy. The college of nursing is ranked as #92 in best nursing - anesthesia (crna) schools. The college of nursing landed in the top 20 for best online master's in nursing programs by u.s. news & world report. Jefferson college of nursing was ranked no. 10 in the 2025 best online master's in nursing programs for veterans by u.s. news & world report. Tju's school of health professions ranks #22 in midwifery and #159 in the category of physician's assistant. The school of pharmacy ranks #44 in the category of best pharmacy school. The school of life sciences ranks as #119 in biological sciences. The school of population health ranks as #84 in the category of public health. Global: tju ranks as #93 in surgeries amongst global universities. Thomas jefferson university global & industry collaborations ============================================================ Jefferson's global centers -------------------------- Today's global jefferson builds on decades of engagement with people and institutions around the world. The university's regionally focused centers, consortia, and initiatives are powerful engines for sustaining and expanding our dynamic international community-continuously creating opportunities for jeffersonians to engage in education, research and health care worldwide, and welcoming guests from around the globe to our home in the philadelphia region. Jefferson india center: the jefferson india center provides the framework necessary to keep pace, empowering public-private partnerships that address the social determinants of health, health disparities, and access to care in the world's two largest democracies. By advancing the concept of distance learning and team science through bilateral faculty and student exchanges, the center provides new generations of health leaders the global perspective necessary to effect meaningful change in healthcare delivery. Jefferson all-island ireland center: the all-island ireland center is creating opportunities for study, research, hands-on learning and cultural engagement. While peer-to-peer activities have existed for many years between thomas jefferson university faculty and academic and research leaders in greater ireland, it was the formalization of the agreement between the national institute for bioprocessing research and training (nibrt) in dublin and the jefferson institute for bioprocessing (jib) in the philadelphia area that brought a renewed focus to formalizing the relationship. Jefferson israel center: deepens existing ties with leading israeli biomedical institutions & expands into architecture, design, textiles & fashion. Jefferson italy center: by advancing the concept of distance learning and team innovation through bilateral faculty and student exchanges, the jefferson italy center provides future leaders in medicine, fashion, architecture, design and business the global perspective necessary to thrive in an ever-changing healthcare landscape and global marketplace. Global healthcare needs are changing at a rapid clip. The jefferson italy center provides the framework necessary to keep pace, empowering public-private partnerships that address the social determinants of health, health disparities, and access to care both in italy and philadelphia. The jefferson italy center promotes entrepreneurial research opportunities and collaborations between jefferson and our italian partners that harness knowledge from basic sciences to rapidly produce new drugs, devices, and treatment options for patients worldwide. Jefferson japan center: the vision of the jefferson japan center is to foster the development of health professionals from japan with experiences at jefferson, promote the exchange of research ideas and personnel between the japanese institutions and jefferson, and leverage exchanges as an opportunity for shared research. Jefferson latin america consortium: the jefferson latin america consortium currently has active collaborations with colombia, panama and peru, each of which goes far in advancing jefferson's global mission and is viewed as modeling for future collaborations within institutions across central and south america. Working with academic and health-based organizations and institutions in central and south america, the center seeks to be an incubator for projects, clinical and research program development, collaborations, and the fostering of student and faculty exchanges. Jefferson consortium for african partnerships: at jefferson, we believe that in order to truly improve health outcomes on a global scale, it is imperative that we have a presence in africa. It is in this spirit that we launched the jefferson consortium for african partnerships (jcap), focused on developing strong clinical, academic, and research collaborations with hospitals and universities in countries like rwanda, malawi, uganda, and south africa. Jcap's mission is to organize, support and collaborate with african coursework, research, and practice. The collaborative is deeply rooted in the belief that health equity is a human right, and because of this, jefferson has a compelling interest in partnering with african counterparts in mutual academic and intellectual pursuits. The jefferson advantage - ready for the future of work ====================================================== Nexus learning > the jefferson x factor > signature approach that is making jefferson a transformative force in higher education. The right blend of theory and hands-on learning that provides students with a real competitive advantage in a rapidly changing world. Institute for emerging health professions: first-of-its-kind higher education incubator that provides innovative, forward-thinking education and training. Graduate programs in medical cannabis science & business, integrative health sciences and cardiovascular perfusion. Certificate programs in cannabis business, medicine and science; integrative health education, integrative nutrition, and mind-body medicine; and telehealth and digital health innovation. Jefferson online: fully online, flexible programs where collaboration and excellence meet for an engaging, relevant learning experience dedicated to students' career success.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	RECTOR CLINICAL SKILLS & SIMULATION CENTER: DEVELOPMENT, IMPLEMENTATION, AND EVALUATION OF CURRICULA THAT USE SIMULATION TO TEACH & ACCESS THE CORE CLINICAL SKILLS SETS REQUIRED TO BE A PHYSICIAN, NURSE OR OTHER HEALTH CARE PROFESSIONAL. IN DOING SO, LEARNERS EMBRACE & ARE INSPIRED TO TEACH OTHERS USING THESE TOOLS. CURRENT ACTIVITIES ================== TJU CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE EDUCATION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES, KANBAR COLLEGE OF DESIGN, ENGINEERING AND COMMERCE, HUMANITIES AND SCIENCES, ARCHITECTURE AND THE BUILT ENVIRONMENT AND LIFE SCIENCES. THE UNIVERSITY CELEBRATED 200 YEARS OF EVOLUTION AND OUR IMPACT ON THE WORLD AROUND US THROUGHOUT THE YEAR THROUGH COMMEMORATIVE EVENTS AND ACHIEVING AN IMPRESSIVE GOAL OF 200,000 HOUR VOLUNTEER SERVICE HOURS BEFORE THE END OF THE YEAR. DR. SUSAN ALDRIDGE WAS NAMED PRESIDENT OF THOMAS JEFFERSON UNIVERSITY, THE FIRST WOMAN IN OUR HISTORY. DR. SAID IBRAHIM WAS NAMED THE NEW DEAN OF SIDNEY KIMMEL MEDICAL COLLEGE, THE FIRST BLACK DEAN OF A PHILADELPHIA MEDICAL COLLEGE; A CRITICAL PIECE TO JEFFERSON'S MISSION TO IMPROVE LIVES BY DIMINISHING HEALTH DISPARITIES. SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY ------------------------------------------------------------ SKMC WAS ORIGINALLY KNOWN AS THE JEFFERSON MEDICAL COLLEGE, WHICH WAS FOUNDED IN 1824. SKMC HAS AWARDED MORE THAN 31,000 MEDICAL DEGREES AND HAS MORE LIVING GRADUATES THAN ANY OTHER PRIVATE MEDICAL SCHOOL IN THE NATION. IT OFFERS BOTH UNDERGRADUATE MEDICAL EDUCATION PROGRAMS AND INNOVATIVE JOINT DEGREE PROGRAMS TO MORE THAN 1,000 STUDENTS EACH YEAR. SKMC IS RECOGNIZED FOR ITS BALANCED APPROACH TO MEDICAL EDUCATION, AND APPROXIMATELY ONE OUT OF FOUR TO ONE OUT OF FIVE APPLICANTS THROUGHOUT THE UNITED STATES APPLY TO SKMC. IT IS COMMITTED TO (1) EDUCATING PHYSICIANS WHO WILL FORM AND LEAD THE INTEGRATED HEALTHCARE DELIVERY ANDRESEARCH TEAMS OF TOMORROW; (2) DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE THROUGH INVESTIGATION FROM THE LABORATORY TO THE BEDSIDE, AND INTO THE COMMUNITY; AND (3) SETTING THE STANDARD FOR QUALITY, COMPASSIONATE AND EFFICIENT PATIENT CARE FOR OUR COMMUNITY AND FOR THE NATION. JEFFHOPE, THE LARGEST AND MOST ACTIVE STUDENT ORGANIZATION AT SKMC, IMPROVES HEALTH CARE ACCESS FOR THE HOMELESS AND UNDERSERVED, FACILITATING THOUSANDS OF HEALTH CLINIC VISITS/YEAR. 30+ YEARS WORKING WITH PROJECT HOME AND OTHER PARTNERS BATTLING HOMELESSNESS. THE JEFFHOPE (HEALTH OPPORTUNITIES, PREVENTION & EDUCATION) PROGRAM SUPPORTS FOUR HOMELESS SHELTERS AND ONE NEEDLE EXCHANGE HARM REDUCTION PROGRAM IN PHILADELPHIA EVERY WEEK. THE TEAM PROVIDES ACUTE AND BASIC MEDICAL CARE AND HELPS INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS ACCESS OTHER HEALTH AND SOCIAL RESOURCES AND HEALTHCARE PROVIDERS WHO ARE BETTER EQUIPPED TO CARE FOR THEM LONG-TERM. JEFFERSON HEALTH DONATES LAB AND PHARMACEUTICAL SERVICES, WHILE SKMC STUDENTS AND FACILITATORS RUN THE WEEKLY CLINICS. JEFFERSON COLLEGE OF NURSING ---------------------------- SINCE 1891, WHEN NURSING EDUCATION BEGAN AT TJU, GRADUATES OF TJU NURSING PROGRAMS HAVE BEEN LEADERS IN EDUCATION, RESEARCH, HEALTHCARE DELIVERY, AND COMMUNITY SERVICE. THE FACULTY AND LEADERSHIP OF THE JEFFERSON COLLEGE OF NURSING ("JCN") ARE COMMITTED TO WORKING WITH THEIR STUDENTS TO CONTINUE THIS RICH TRADITION. JCN CONTINUALLY MAKES INNOVATIVE CURRICULAR CHANGES AIMED AT PREPARING ITS STUDENTS TO FUNCTION AS OUTSTANDING NURSING PROFESSIONALS IN A DYNAMIC HEALTHCARE ENVIRONMENT. A CRUCIAL CHARACTERISTIC OF TODAY'S HEALTHCARE SYSTEM IS THE INTER-PROFESSIONAL NATURE OF PRACTICE. AS AN INTEGRAL PART OF A MAJOR ACADEMIC HEALTH CENTER, JCN AFFORDS ITS STUDENTS THE OPPORTUNITY TO INTERACT WITH OTHER STUDENTS IN AN ARRAY OF HEALTHCARE PROFESSIONS. THE ENTIRE CURRICULUM IS BASED ON A SET OF CORE COMPETENCIES THAT FACULTY AND FUTURE EMPLOYERS BELIEVE IS ESSENTIAL TO EFFECTIVE PRACTICE. JCN'S STRATEGIC PLAN COMMITS TO MAINTAINING ITS STATUS AS A PREMIER EDUCATIONAL INSTITUTION FOR THE EDUCATION AND CLINICAL PREPARATION OF OUTSTANDING NURSE LEADERS AND PROFESSIONALS. JCN DRAWS UPON A MULTITUDE OF RESOURCES WITHIN TJU AND ITS CLINICAL AFFILIATES. TJU ENSURES THAT THE COLLEGE'S FACULTY ACHIEVES SUPERIOR QUALITY IN PRACTICE, RESEARCH, AND TEACHING, THEREBY PROVIDING THE APPROPRIATE BACKDROP FOR EXCELLENT EDUCATIONAL EXPERIENCES FOR ITS STUDENT BODY. FOR EVERY STUDENT THIS MEANS AN EDUCATIONAL CREDENTIAL THAT OPENS EXCEPTIONAL ACCESS TO EMPLOYMENT IN HEALTHCARE PRACTICE SETTINGS. NURSES GRADUATING FROM JCN BOAST EXCELLENT SUCCESS RATES ON REQUIRED LICENSURE AND CERTIFICATION EXAMINATIONS, WHICH ARE CONSISTENTLY ABOVE THE NATIONAL AVERAGE. JCN PROGRAMS ARE DESIGNED NOT ONLY TO ASSIST JCN STUDENTS IN DEVELOPING THE KNOWLEDGE, SKILLS, AND COMPETENCIES NECESSARY TO ENTER AND EXCEL IN THE NURSING PROFESSION BUT ALSO TO EDUCATE NURSES WHO MODEL POSITIVE ATTITUDES, CRITICAL THINKING, PROBLEM-SOLVING STRATEGIES AND STRONG PROFESSIONAL ETHICS IN ALL THEIR PROFESSIONAL ROLES. JEFFERSON COLLEGE OF PHARMACY ----------------------------- THE JEFFERSON COLLEGE OF PHARMACY ("JCP") PROVIDES AN INNOVATIVE DOCTOR OF PHARMACY PROGRAM THAT PREPARES ITS GRADUATES FOR INTERESTING AND CHALLENGING PHARMACY PRACTICE ROLES ACROSS THE HEALTHCARE CONTINUUM. UNDERPINNING THE JCP CURRICULUM IS AN ACCOMPLISHED AND DIVERSE TEAM OF HEALTHCARE LEADERS, TEACHERS, RESEARCHERS AND PRECEPTORS (PRACTITIONERS) WHO MAKE UP ITS FACULTY. COLLECTIVELY, THIS GROUP BRINGS A BROAD RANGE OF EXPERIENCES AND PERSPECTIVES TO TJU STUDENTS, AND THEY ARE RECOGNIZED FOR THEIR LEADERSHIP IN NATIONAL AND INTERNATIONAL PHARMACY AND HEALTHCARE MEMBERSHIP ORGANIZATIONS AS WELL AS THEIR RESEARCH IN PHARMACEUTICS, PHARMACOLOGY, HEALTH OUTCOMES, THE CLINICAL SCIENCES AND RELATED FIELDS. DURING THE PAST ACADEMIC YEAR, JCP UNDERWENT ITS FIRST RE-ACCREDITATION BY THE ACCREDITATION COUNCIL FOR PHARMACY EDUCATION. AS PART OF THIS PROCESS, THE DOCTOR OF PHARMACY (PHARMD) PROGRAM RECEIVED A FULL 8-YEAR REACCREDITATION THROUGH JUNE 30, 2026. JCP'S MISSION IS TO PREPARE ITS STUDENTS FOR CAREERS IN THE PROFESSION OF PHARMACY. THROUGH THE PROVISION OF A LEARNER-CENTERED, INTERDISCIPLINARY CURRICULUM, STUDENTS DEVELOP THE REQUISITE KNOWLEDGE, SKILLS, AND ATTITUDES TO PROVIDE EXCELLENT PATIENT-CENTERED AND POPULATION-BASED CARE. CONSISTENT WITH THE MISSION OF TJU, JCP STRIVES TO DEVELOP A SENSE OF SOCIAL, PERSONAL AND PROFESSIONAL RESPONSIBILITY IN ITS STUDENTS. JCP PROVIDES A SUPERB ENVIRONMENT THAT FOSTERS COLLABORATIVE RELATIONSHIPS WITH HEALTHCARE PRACTITIONERS AND SCIENTISTS THAT RESULT IN THE ADVANCEMENT OF PATIENT CARE, SAFETY, EDUCATIONAL METHODOLOGIES, AND RESEARCH. JCP CLASSROOM, LABORATORY AND PHARMACY-PRACTICE EXPERIENCES ARE COMPLEMENTED BY A WIDE RANGE OF CO-CURRICULAR AND EXTRACURRICULAR ACTIVITIES DESIGNED TO ENABLE STUDENT PHARMACISTS TO BECOME COMPETENT AND CONFIDENT PRACTITIONERS THAT APPLY THEIR KNOWLEDGE AND SKILLS TO CARE FOR INDIVIDUAL PATIENTS AS WELL AS IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. WITH A STRONG EMPHASIS ON LEADERSHIP SKILLS AND SOCIAL RESPONSIBILITY, JCP GRADUATES ARE PREPARED TO MAKE AN IMPACT. JEFFERSON COLLEGE OF HEALTH PROFESSIONS --------------------------------------- THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS (JCHP) IS COMMITTED TO EDUCATING HEALTHCARE PROFESSIONALS OF THE HIGHEST QUALITY AND ETHICAL STANDARDS FOR CONTEMPORARY PRACTICE IN THE GLOBAL COMMUNITY. THE COLLEGE, REPRESENTING INTER-PROFESSIONAL PROGRAMS ACROSS THE HEALTH PROFESSIONS, OFFERS NATURAL OPPORTUNITIES FOR STUDENTS TO DEVELOP PROFESSIONAL BEHAVIORS WITHIN A COMMUNITY OF LEARNERS. JCHP OFFERS DEGREES RANGING FROM A BACHELOR OF SCIENCE THROUGH CLINICAL DOCTORATE ACROSS SEVERAL ACADEMIC DEPARTMENTS AND INSTITUTES: - COUNSELING & BEHAVIORAL HEALTH - DISASTER MEDICINE & MANAGEMENT - HEALTH SCIENCES - MEDICAL IMAGING & RADIATION SCIENCES - MEDICAL LABORATORY SCIENCES & BIOTECHNOLOGY - MIDWIFERY & WOMEN'S HEALTH - NUTRITIONAL SCIENCES - PHYSICIAN ASSISTANT STUDIES - INSTITUTE OF EMERGING HEALTH PROFESSIONS JEFFERSON COLLEGE OF POPULATION HEALTH -------------------------------------- TJU ESTABLISHED THE JEFFERSON COLLEGE OF POPULATION HEALTH ("JCPH") IN 2003 TO PROVIDE GRADUATE EDUCATION THAT PREPARES LEADERS WITH GLOBAL VISION TO EXAMINE THE SOCIAL DETERMINANTS OF HEALTH AND TO EVALUATE, DEVELOP AND IMPLEMENT HEALTH POLICIES AND SYSTEMS THAT WILL IMPROVE THE HEALTH OF POPULATIONS AND ENHANCE THE QUALITY OF LIFE. ORIGINALLY FORMED IN 1990 AS THE OFFICE OF HEALTH POLICY AND CLINICAL OUTCOMES, JCPH PREPARES HEALTHCARE PROVIDERS FOR THE CHALLENGES OF A DYNAMIC HEALTHCARE ENVIRONMENT.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	The increasing complexity of healthcare and its importance to the national economy established the need and demand for professionals and researchers well-versed and prepared to assume leadership roles. In addition, the complexity and scope of the industry required that research and education be addressed comprehensively and holistically from the perspective of population health: health outcomes and their distribution within the population, the determinants that influence this distribution, and the policies and interventions that impact these determinants. Jcph seeks to create conditions that promote health, prevent adverse events, and improve outcomes. Population health builds on public health foundations by: - connecting prevention, wellness and behavioral health science with healthcare delivery, quality and safety, disease prevention/management and economic issues of value and risk - all in the service of a specific population, be it a city, provider's practice, employee group, hospital's primary service area or age group; - identifying socio-economic and cultural factors that determine the health of populations and developing policies that address the impact of these determinants; - applying epidemiology and biostatistics in new ways to model disease states, map their incidence and predict their impact; and - using data analysis to design social and community interventions and new models of healthcare delivery that stress care coordination and ease of accessibility. Public health students engaged in interdisciplinary projects centered on healthy food access and sustainable city planning and agricultural planning in italy. Jefferson college of rehabilitation sciences -------------------------------------------- Jefferson college of rehabilitation sciences brings together occupational therapy, physical therapy, athletic training, and speech and language pathology. Our goal is to provide programs that are unique in terms of educating students to provide high-quality care that will integrate people back into their communities. The college of rehabilitation sciences is proud to be home to two programs ranked by us news & world report: occupational therapy and the department of physical therapy. Both programs offer students opportunities to participate in research, clinical, and educational experiences. The college is committed to becoming a recognized leader in innovative educational, clinical and research programs. Future plans for the college include establishing departments of rehabilitation sciences and technology, speech and language pathology and outcomes measurement, as well as divisions for the study of cognition, assistive technology, and human engineering and design. Jefferson college of life sciences ---------------------------------- The mission of the jefferson college of life sciences ("jcls") is to "train tomorrow's scientific leaders today" by providing the highest quality undergraduate, graduate and postdoctoral education and research training in the life sciences, in order to prepare students and fellows to make significant contributions to the progress of life science through careers including academia, industry, and government. Jcls and its faculty offer courses and programs across a wide field of basic and translational sciences, leading to the bs degree, phd degree, the ms degree and graduate certificate programs. In addition, jcls offers a post baccalaureate pre-professional program for candidates interested in completing their prerequisite course work for medical and professional schools. The college also coordinates postdoctoral training programs across the campus. Additionally, jcls, in conjunction with the sidney kimmel medical college, offers a combined md/phd program. The college's education and training programs provide a solid foundation for graduates, many of whom have pursued additional graduate and professional education and training programs. Other jcls graduates have directly entered successful careers including positions at colleges and universities, pharmaceutical and biotechnology companies, healthcare settings, government agencies, and many other professional venues. Research training at jcls is anchored by a large and diverse portfolio of active research programs with extensive outside grant support. That foundation, combined with clinical research and patient-care programs, provides opportunities for professional development and basic and translational research experiences in a challenging, exciting and satisfying undergraduate and graduate training environment. Jefferson college of humanities & sciences ------------------------------------------ The jefferson college of humanities & sciences focuses on human social interactions and relationships, from the individual to regional, national and international institutions. This is where philosopher meets the political scientist, the sociologist meets the community activist, the historian meets the mathematician, the writer meets the physicist-in a place where transdisciplinary collaboration defines our teaching and our research. The faculty of the college of humanities and sciences teach both in its major programs and in the hallmarks program for general education, supporting the education of professionals with awareness of all the national and global issues that impact their professional and personal lives. To thrive in a world that prizes information and those that can use it well, students gain strong communication and presentation skills, and learn to develop, analyze and apply information to address key policy issues at the national and global scale. Hands-on experiential learning brings students directly into contact with professional practices and organizations in ways that allow them to draw upon and contribute to their university, municipal and national communities. A commitment to making change in the world by combining evidence-based analysis with passionate community engagement is central to the vision and mission of the college. College of architecture & the built environment ----------------------------------------------- The mission of the college of architecture and the built environment at jefferson is to educate the next generation of design and construction professionals to create an equitable and sustainable future. Our curricula emphasize specialized knowledge unique to each discipline, paired with interdisciplinary collaboration that prepare students for practice in the global market. With its thriving design and construction industries, philadelphia serves as our urban lab, furnishing students with professional experiences in a vibrant metropolitan area. Our college partners with major corporations, local communities and nonprofit organizations, supplying a broad range of real-world projects and networking opportunities. Our dynamic approach to education and emphasis on social equity, sustainability and design excellence equip our graduates with a competitive edge, poised to become innovative leaders in sustainable practice. The college offers 5 different undergraduate degrees, 8 master's degrees, 9 graduate certificates, and a ph.d. program in architecture & design research. Kanbar college of design engineering & commerce ----------------------------------------------- Kanbar college offers an innovative and transdisciplinary approach to teaching and learning that provides students with the skills and knowledge to think creatively, brainstorm out-of-the-box ideas and work collaboratively to discover innovative solutions to complex problems. Through the integrated dec core curriculum, students gain the added value of expertise in related fields as well as deep discipline-specific knowledge. The program retains the core learning of each major while forging new collaborations between designers, engineers and entrepreneurs. By learning in a transdisciplinary environment, students go on to be better, more effective leaders in their professions. When the critical-thinking and creativity skills of the designer combine with the analysis and problem-solving skills of the engineer and the planning and project-management skills of the business professional, they synthesize to form a suite of expertise that makes our students uniquely qualified to address today's real-world problems.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	By bringing together design, engineering and business disciplines, kanbar college pushes students to think beyond the boundaries of existing academic fields and focus on innovation through teamwork, collaboration and connections with industry partners while it emphasizes critical thinking and real-world problem-solving skills. This pioneering curriculum prepares students to adapt to changes in their professions, collaborate with colleagues in other fields, and excel in jobs that exist today as well as ones that will emerge tomorrow. Students gain the knowledge and skills necessary to succeed in the 21st century workplace through real-world experience working on industry-sponsored projects. Kanbar college of design, engineering and commerce students developed solutions to improve textile waste practices and move the industry toward more sustainable, circular textile systems. A team of industrial design and occupational therapy students worked as part of the design assistive device project, where students helped community members with everyday tasks like dog walking, gardening and cooking. Research at tju --------------- Research is a key component of tju's tripartite mission and links directly to its educational and healthcare mission. Across all divisions of the university, its centers and institutes, and its student opportunities, research is a driving force. Tju conducts multi-faceted research in autism, computational medicine, hematology and vascular disease, population health, neuroscience, pulmonary disease, cancer, fibrosis, immunology and infectious disease, musculoskeletal disease, and metabolism and mitochondrial function. Tju has given special emphasis to research focused on cancer and cancer biology, cardiac and cardiovascular biology, neuroscience, population and public health, and infectious diseases and vaccines. Cancer: through the sidney kimmel cancer center, a national cancer institute-designated cancer center, tju accelerates discovery in five nci -designated program areas, aiming to translate findings into more effective treatments. These areas are cancer cell biology and signaling, molecular biology and genetics, prostate cancer, breast cancer and gastrointestinal cancer. Cardeza foundation for hematologic research: in 1939, mr. And mrs. Thomas d. Cardeza established the cardeza foundation for hematologic research in the division of hematology in department of medicine at thomas jefferson university as a memorial to charlotte drake cardeza. Cardeza foundation enables tju to conduct a broad range of basic research, clinical and translational research and core laboratories related to hematology, including thrombosis and hemostasis, circulating blood platelet contributions to blood clotting and growth of solid tumors, genetic effects of platelet functions, breast and prostate cancer cell metastasis, gene expression in megakaryocytes and platelets and their role in cardiovascular disease and thrombopoiesis. Farber institute for neuroscience: composed of the departments of neurological surgery, neurology, neuroscience and psychiatry and human behavior, the farber institute for neuroscience, a division of tju, conducts basic, translational and clinical research to understand the fundamental mechanisms of the normal and diseased brain. Farber institute specialists translate their understanding into treatments for neurodegenerative and other devastating disorders. Researchers at the institute share their findings and experiences with other academics and specialists from around the world and work together to treat, prevent, and find cures for all kinds of neurological and spine disorders. Jefferson vaccine center: jefferson medical college established the jefferson vaccine center ("jvc") in 2007 with the goal of combining and further enhancing the existing interest and expertise at tju in the area of vaccine research for infectious diseases and cancer. Jvc combines and utilizes research effort in immunology, microbial pathogenesis and tumor immunology. The mission of the jvc is to strengthen the basic and translational research at tju in vaccinology and therapeutics by establishing cutting edge research programs in vaccinomics and building a nationally and internationally known center of excellence. Daniel baugh institute for functional genomics/computational biology: the daniel baugh institute for functional genomics/computational biology, part of tju's department of pathology, anatomy and cell biology, provides an interdisciplinary base for research and education in the rapidly evolving fields of integrative modeling and computational analysis of the dynamics of biological systems. The institute focuses on the development of mammalian systems biology to study the multi-scale regulatory networks in the context of adaptation in central autonomic control circuits, dysfunction of cardio-respiratory regulation, alcoholic liver disease and liver repair, and stem cell differentiation. In order to study intra- and inter-cellular networks, tju employs genomic and other "omic" technologies to acquire datasets suitable for analyses to identify variables and relationships that provide a basis for modeling and simulation of multi-scale system dynamics. Tju develops bioinformatics tools to improve the ability to derive networks, pathways and relationships subserving cellular processes. Tju brings principles of control and systems theory as well as probabilistic/statistical techniques to bear on the analysis of biological processes. Business combinations ===================== Effective october 4, 2021, jefferson health and einstein healthcare network finalized a merger of the two health systems which will drive health care forward throughout greater philadelphia. By bringing together two prestigious academic medical centers, the expansion of jefferson health creates an integrated 18-hospital health system focused on providing greater access to high-quality patient care in our communities and delivering outstanding health sciences education to tomorrow's health care professionals. With the addition of einstein, jefferson health will host the largest number of residents and fellows in the greater philadelphia region. Jefferson and einstein will play a critical role in educating future health care leaders and building a pipeline of clinical expertise to serve the community. Effective november 1, 2021, jefferson health acquired the remaining 50 percent ownership interest in health partners plans, inc. ("hpp") from temple health. Hpp was previously owned by a consortium of area hospitals, including jefferson health - northeast, einstein health network, and temple health. Hpp is a not-for-profit health maintenance organization committed to building healthier lives and stronger communities. This ownership interest represents a significant step forward for jefferson, allowing the company to advance its value-based care model while reducing costs of healthcare services, particularly to underserved patients and families of the greater philadelphia region. Jefferson health, which added lehigh valley health network in august 2024, now Includes 32 hospitals with 5,500 licensed beds throughout eastern Pennsylvania And southern new jersey. They are jefferson abington hospital, jefferson bucks Hospital, jefferson cherry hill hospital, jefferson einstein philadelphia hospital, Jefferson einstein montgomery hospital, jefferson frankford hospital, jefferson Hospital for neuroscience, jefferson lansdale hospital, jefferson methodist hospital, Jefferson moss-magee rehabilitation hospital - center city, jefferson moss-magee Rehabilitation - elkins park, jefferson stratford hospital, jefferson Torresdale Hospital, jefferson washington township hospital, lehigh valley hospital - carbon, Lehigh valley hospital - cedar crest, lehigh valley hospital - 1503 n. Cedar crest, Lehigh valley hospital - dickson city, lehigh valley hospital - gilbertsville, lehigh Valley hospital - hazleton, lehigh valley hospital - hecktown oaks, lehigh valley Hospital - highland avenue, lehigh valley hospital - macungie, lehigh valley hospital - muhlenberg, lehigh valley hospital - pocono, lehigh valley hospital - schuylkill e. Norwegian st., lehigh valley hospital - schuylkill s. Jackson st., lehigh valley hospital - 17th street, lehigh valley hospital - tilghman, physicians care surgical hospital, Rothman orthopedic specialty hospital, and thomas jefferson university hospital.
CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION.
CORE FORM, PART V; QUESTION 15	JOSEPH G. CACCHIONE, M.D., FACC IS A VOTING MEMBER/OFFICER OF THIS ORGANIZATION. DR. CACCHIONE RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. BALIGH R. YEHIA, M.D. IS THE PRESIDENT OF JEFFERSON HEALTH. DR. YEHIA RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. FROM JULY 2024 TO FEBRUARY 2025, JOHN P. MORDACH WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. MORDACH RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. BRUCE A. MEYER, M.D., MBA, IS A FORMER key employee OF THIS ORGANIZATION. DR. MEYER RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. CRISTINA G. CAVALIERI, ESQ. IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MS. CAVALIERI RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. Susan c. aldridge, ph.d is the president of Thomas jefferson University. Dr. Aldridge RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. Her COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2024 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO Her COMPENSATION IN EXCESS OF $1M BECAUSE sHE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. MARK M. WHALEN, Stephen T. Smith and Lisa Satteson, SHRM-SCP are INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. they RECEIVE A FEDERAL FORM W-2 FROM THIS ORGANIZATION. Their COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2024 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO their COMPENSATION IN EXCESS OF $1M BECAUSE they were NOT COVERED EMPLOYEEs OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. MARK L. TYKOCINSKI, M.D. is a former KEY EMPLOYEE OF THIS ORGANIZATION. DR. TYKOCINSKI RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. LAURENCE M. MERLIS IS A FORMER KEY EMPLOYEE OF THIS ORGANIZATION. MR. MERLIS RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. STEPHEN K. KLASKO, M.D., MBA IS A FORMER OFFICER OF THIS ORGANIZATION. DR. KLASKO RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. SRINIVAS PRASAD, M.D., JACK JALLO, M.D., PH.D., James Harrop, M.D., JOSHUA HELLER, M.D. and ROBERT H. ROSENWASSER, M.D. ARE INCLUDED WITHIN THE ORGANIZATION'S FEDERAL FORM 990, PART VII AND SCHEDULE J. THESE INDIVIDUALS ARE EMPLOYED PHYSICIANS PROVIDING LICENSED MEDICAL SERVICES, AS WELL AS NON-CLINICAL SERVICES AND ARE EMPLOYED BY THIS ORGANIZATION AND A RELATED TAX-EXEMPT ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. DURING 2024, THEIR EMPLOYERS WERE NOT REQUIRED TO FILE A FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THESE INDIVIDUALS BECAUSE THE PORTION OF THEIR COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley hospital. ACCORDINGLY, Lehigh Valley hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO His COMPENSATION IN EXCESS OF $1M. BRIAN A. NESTeR, D.O., MBA IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY. Dr. Nester RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION AND lehigh valley hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH lehigh valley hospital. ACCORDINGLY, lehigh valley hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M.
CORE FORM, PART VI, SECTION A; QUESTION 3	THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS THE PARENT ORGANIZATION OF THE SYSTEM THOMAS JEFFERSON UNIVERSITY PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. THOMAS JEFFERSON UNIVERSITY ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, AND RECORDS REVENUE AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES.
Core form, part vi, section a; question 4	The governing documents of the organization were updated and amended during the year to reflect the acquisition of lehigh valley health network. Thomas Jefferson University remains the ultimate sole member of all affiliates within Thomas Jefferson University/Jefferson Health.
CORE FORM, PART VI, SECTION B; QUESTION 11B	The organization is the tax-exempt parent organization of Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's Federal form 990 was provided to each voting member of the organization's governing body, its board of trustees, prior to filing with the internal revenue service ("IRS"). The organization's governing body has assumed the responsibility to oversee and coordinate the federal form 990 preparation, review and filing process. As part of the System's Federal form 990 tax return preparation process the System hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the Federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the organization's finance, assurance & compliance committee and the CPA firm made a presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update.
CORE FORM, PART VI, SECTION B; QUESTION 12	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19	THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J	CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY.
CORE FORM, PART VII AND SCHEDULE J	MICHAEL B. WALSH is a former key employee of this organization. Although Mr. Walsh RECEIVEd A FEDERAL FORM W-2 FROM ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152); A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP waS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, MR. WALSH IS SHOWN ON THIS FEDERAL FORM 990 AS A FORMER KEY EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley hospital. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE Lehigh Valley Hospital (EIN: 23-1689692) FEDERAL FORM 990. PLEASE REFER TO THE Lehigh Valley Hospital FEDERAL FORM 990 FOR THIS INFORMATION. Brian Nester, D.o., MBA RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION AND LEHIGH VALLEY HOSPITAL; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley Hospital. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE Lehigh Valley Hospital (EIN: 23-1689692) FEDERAL FORM 990. PLEASE REFER TO THE Lehigh Valley Hospital FEDERAL FORM 990 FOR THIS INFORMATION.
CORE FORM, PART VII, SECTION A, COLUMN B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; LINE 13 & SCHEDULE R, PART I	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") UTILIZES SEVERAL SINGLE MEMBER LIMITED LIABILITY COMPANIES ("LLC'S") TO HOLD, MANAGE AND INVEST ALL OF THE SYSTEM'S INVESTMENTS THROUGH A POOLED INCOME APPROACH. THE ASSETS AND INCOME REPORTED ON SCHEDULE R PART I OF THIS FORM 990 FOR THESE LLC'S REPRESENTS TOTAL ASSETS AND INCOME FOR ALL ENTITIES IN THE POOLED INCOME FUNDS AND INVESTMENTS. AT YEAR-END TJU ALLOCATES A PERCENTAGE OF THE ASSETS OF THESE LLC'S TO ITS RELATED ENTITIES WHICH RECORDS THE RESPECTIVE VALUES ON THEIR BALANCE SHEETS AT YEAR-END. THUS, TJU'S YEAR-END ASSETS ON ITS BALANCE SHEET IS LOWER THAN THE TOTAL ASSETS REPORTED ON SCHEDULE R, PART I.
CORE FORM, PART X; LINE 25	THOMAS JEFFERSON UNIVERSITY IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024C; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024D; AND - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024E. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES MAY REFLECT A TJU OBLIGATED GROUP LIABILITY. THE MEMBERS OF THE OBLIGATED GROUP CONSIST OF THE FOLLOWING: - THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651 - THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC., EIN: 23-2829095 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH FACILITIES, INC., EIN: 22-2442032 - KENNEDY MEDICAL GROUP PRACTICE, P.C., EIN: 46-1420853 - THE MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS, EIN: 23-1476328 - JEFFERSON HEALTH CORPORATION, EIN: 23-2290323 - ALBERT EINSTEIN MEDICAL CENTER, EIN: 23-1396794 - EINSTEIN COMMUNITY HEALTH ASSOCIATES, INC., EIN: 23-2760086 - EINSTEIN MEDICAL CENTER MONTGOMERY, EIN: 20-4193243 - EINSTEIN PRACTICE PLAN, INC., EIN: 23-2664784 - FORNANCE PHYSICIAN SERVICES, EIN: 23-2275991 - MONTGOMERY HEALTH FOUNDATION, EIN: 22-2456265 - LEHIGH VALLEY HOSPITAL, INC., EIN: 23-1689692 - LEHIGH VALLEY HOSPITAL - HAZELTON, EIN: 23-2421970 - LEHIGH VALLEY HOSPITAL - POCONO, EIN: 24-0795623 - LEHIGH VALLEY HOSPITAL - SCHUYLKILL, EIN: 23-1352202 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED WITHIN THOMAS JEFFERSON UNIVERSITY'S (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDED JUNE 30, 2025.
CORE FORM, PART XI; QUESTION 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS - $57,263,092; - CHANGE IN INTEREST RATE SWAP CONTRACTS - ($1,149,071); - RECLASSIFICATION OF NET ASSETS - ($80,417); - CHANGE IN NET PENSION LIABILITY - ($64,419,781); - GAIN ON DEFEASANCE OF DEBT - $38,214,783; - OTHER CHANGES IN UNRESTRICTED NET ASSETS - $38,696,830; - Net asset transfers - $7,284,973; - NET ASSETS RELEASED FOR CAPITAL EXPENDITURES - $17,304,879; - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - $3,300,406; - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($57,136,150); - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - $465,298; - RECLASSIFICATION OF NET ASSETS (DONOR RESTRICTED) - $80,417; - NET ASSETS RELEASED FOR CAPITAL (DONOR RESTRICTED) - ($1,268,520); AND - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - $390,832.
CORE FORM, PART XII; QUESTION 2	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE ORGANIZATION'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART XII; QUESTION 3	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT AS SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R., PART 200, SUBPART F.
FORM 990 PART IX LINE 11G	DESCRIPTION:PURCHASED SERVICES TOTAL FEES:XXX-XX-XXXX
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING SERVICES TOTAL FEES:43438754
FORM 990 PART IX LINE 11G	DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:32650537
FORM 990 PART IX LINE 11G	DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:28080054
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:10592283
FORM 990 PART IX LINE 11G	DESCRIPTION:OTHER SERVICES TOTAL FEES:2471681

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

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)
(Rev. January 2025)

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

Open to Public Inspection

Name of the organization

THOMAS JEFFERSON UNIVERSITY

Employer identification number

23-1352651

Part I

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

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) 925 WALNUT HOLDING LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 81-3840390	REAL ESTATE	PA	378,607	45,673,202	TJU
(2) TJU FAIRWATER LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 47-3445382	INVESTMENTS	NY	0	0	TJU
(3) JEFFERSON HORIZON RESEARCH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 83-2402762	RESEARCH	PA	0	100,000	TJU
(4) JEFFCARE ALLIANCE LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 47-3231121	HEALTHCARE	PA	42,398,702	88,972,692	TJU
(5) TJ-NONQUALIFIED LLC 1209 ORANGE STREET WILMINGTON,DE19801 82-4360991	INVESTMENTS	DE	329,423,000	4,064,540,000	TJU
(6) JEFFPM LLC 1301 SECOND AVENUE SEATTLE,WA98101 23-1352651	INVESTMENTS	DE	6,555,867	397,230,276	TJU
(7) JEFFALTS LLC 1301 SECOND AVENUE SEATTLE,WA98101 23-1352651	INVESTMENTS	DE	2,037,586	145,450,110	TJU
(8) Jefferson Partners Holding LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 88-3537397	INSURANCE	PA	0	19,134,290	TJU

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2188052	FUNDRAISING	PA	501(C)(3)	7	JHC		No
(2)ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1352152	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(3)ALBERT EINSTEIN MEDICAL CENTER 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1396794	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(4)ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 46-0779942	HEALTH SVCS.	PA	501(C)(3)	10	JMG		No
(5)ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2691968	HEALTH SVCS.	PA	501(C)(3)	3	JMG		No
(6)BCCT OVER CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1352200	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(7)BROADLINE RISK RETENTION GROUP 100 BANK STREET BURLINGTON,VT05401 27-2583356	INSURANCE	VT	501(C)(3)	12A	JHC		No
(8)EINSTEIN COMMUNITY HEALTH ASSOCIATES 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2760086	HEALTH SVCS.	PA	501(C)(3)	12A	JHC		No
(9)EINSTEIN MEDICAL CENTER MONTGOMERY 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 20-4193243	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(10)EINSTEIN PRACTICE PLAN INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2664784	HEALTH SVCS.	PA	501(C)(3)	12A	JHC		No
(11)EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2622004	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC		No
(12)FAMILY CARE CENTERS INC PO BOX 4000 ALLENTOWN,PA181054000 23-2349341	HEALTH SVCS.	PA	501(C)(3)	3	LVPG		No
(13)FORNANCE PHYSICIAN SERVICES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2275991	HEALTH SVCS.	PA	501(C)(3)	12A	JHC		No
(14)GHMC MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2225809	MANAGEMENT	PA	501(C)(3)	12A	AEMC		No
(15)HAZLETON HEALTH & WELLNESS CENTER PO BOX 4000 ALLENTOWN,PA181054000 23-2580968	HEALTH SVCS.	PA	501(C)(3)	12B	JHC		No
(16)HAZLETON PROFESSIONAL SERVICES PO BOX 4000 ALLENTOWN,PA181054000 20-5880364	HEALTH SVCS.	PA	501(C)(3)	3	LVPG		No
(17)HEALTH PARTNERS FOUNDATION 901 MARKET STREET SUITE 500 PHILADELPHIA,PA19107 31-1674587	FUNDRAISING	PA	501(C)(3)	12A	HPP		No
(18)HEALTH PARTNERS PLANS INC 901 MARKET STREET SUITE 500 PHILADELPHIA,PA19107 23-2379751	INSURANCE	PA	501(C)(4)		JHNE		No
(19)JEFFERSON CLUB AKA JEFF FACULTY CLUB 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2167488	HEALTH SVCS.	PA	501(c)(3)	12A	TJU	Yes
(20)JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-0596940	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(21)JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-7318683	FUNDRAISING	PA	501(C)(3)	12A	JHNE		No
(22)JEFFERSON HEALTH CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2290323	MANAGEMENT	PA	501(C)(3)	12A	TJU	Yes
(23)JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2858320	HEALTH SVCS.	PA	501(C)(3)	12A	JMG		No
(24)JEFFERSON MEDICAL GROUP 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-3026939	HEALTH SVCS.	PA	501(C)(3)	12B	JHC		No
(25)JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2809585	HEALTH SVCS.	PA	501(C)(3)	12A	JMG		No
(26)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 46-4855345	HEALTH SVCS.	NJ	501(C)(3)	12A	JMG		No
(27)JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2622009	HEALTH SVCS.	PA	501(C)(3)	12A	TJUH		No
(28)JUP of NJ KT PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 88-2234070	Health svcs.	PA	501(C)(3)	12A	JMG	Yes
(29)KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 80-0550282	FUNDRAISING	NJ	501(C)(3)	7	KUH		No
(30)KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2442032	HEALTH SVCS.	NJ	501(C)(3)	12A	JHC		No
(31)KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 46-1420853	HEALTH SVCS.	NJ	501(C)(3)	10	JMG		No
(32)KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2442034	REAL ESTATE	NJ	501(C)(3)	12A	KUH		No
(33)KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-1773439	HEALTH SVCS.	NJ	501(C)(3)	3	JHC		No
(34)LANSDALE HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 26-3359979	HEALTH SVCS.	PA	501(c)(3)	3	JHC		No
(35)LEHIGH VALLEY HEALTH NETWORK PO BOX 4000 ALLENTOWN,PA181054000 22-2458317	MANAGEMENT	PA	501(C)(3)	12C	JHC		No
(36)LEHIGH VALLEY HOSPITAL PO BOX 4000 ALLENTOWN,PA181054000 23-1689692	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(37)LEHIGH VALLEY HOSPITAL - HAZLETON PO BOX 4000 ALLENTOWN,PA181054000 23-2421970	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(38)LEHIGH VALLEY HOSPITAL - POCONO PO BOX 4000 ALLENTOWN,PA181054000 24-0795623	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(39)LEHIGH VALLEY HOSPITAL - SCHUYLKILL PO BOX 4000 ALLENTOWN,PA181054000 23-1352202	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(40)LEHIGH VALLEY PHYSICIAN GROUP PO BOX 4000 ALLENTOWN,PA181054000 23-2700908	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(41)LEONARD PARKER POOL INSTITUTE FOR HEALTH PO BOX 4000 ALLENTOWN,PA181054000 85-1211082	FUNDRASING	PA	501(C)(3)	3	LVH		No
(42)LVHN EMERGENCY MEDICAL SERVICES PO BOX 4000 ALLENTOWN,PA181054000 23-2532377	HEALTH SVCS.	PA	501(C)(3)	10	JHC		No
(43)LVHN REALTY HOLDING COMPANY PO BOX 4000 ALLENTOWN,PA181054000 23-2245513	REAL ESTATE	PA	501(C)(3)	12C	JHC		No
(44)METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-3537847	HEALTH SVCS.	NJ	501(c)(3)	12A	JMG		No
(45)METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2678055	HEALTH SVCS.	PA	501(C)(3)	12A	JMG		No
(46)MONTGOMERY HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2456265	FUNDRAISING	PA	501(C)(3)	12B	EMCM		No
(47)MONTGOMERY HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1352193	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(48)MONTGOMERY HOSPITAL WORKERS COMP TRUST 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2351775	HEALTH SVCS.	PA	501(C)(3)	12A	EMCM		No
(49)PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1352294	EDUCATION	PA	501(C)(3)	2	TJU	Yes
(50)POCONO HEALTH FOUNDATION PO BOX 4000 ALLENTOWN,PA181054000 23-2516451	FUNDRASING	PA	501(C)(3)	12A	LVHP		No
(51)POCONO HS MED PROFESS LIAB SELF INS TRST PO BOX 4000 ALLENTOWN,PA181054000 20-6560453	INSURANCE	PA	501(C)(3)	12A	LVHP		No
(52)POCONO VNA-HOSPICE PO BOX 4000 ALLENTOWN,PA181054000 23-2535297	HEALTH SVCS.	PA	501(C)(3)	10	LVHP		No
(53)SCHUYLKILL HEALTH SYSTEM MED GROUP INC PO BOX 4000 ALLENTOWN,PA181054000 23-2866006	HEALTH SVCS.	PA	501(C)(3)	10	LVPG		No
(54)STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2443981	HEALTH SVCS.	NJ	501(C)(3)	10	JHC		No
(55)SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2214351	REAL ESTATE	PA	501(c)(2)		JEFFEX INC		No
(56)THE MAGEE MEM'L HOSP FOR CONVALESCENTS 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-1476328	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(57)THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2829095	HEALTH SVCS.	PA	501(C)(3)	3	JHC		No
(58)WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2622006	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC		No

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

Cat. No. 50135Y

Schedule R (Form 990) (Rev. 1-2025)

Page 2

Part III

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) 1100 WALNUT ASSOC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2332396	MEDICAL OFFICE	PA	NA
(2) CHP-LVHN JV LLC 1509 BANKS STREET HOUSTON,TX770066019 86-3918453	HOSPITAL OPS.	DE	NA
(3) EASTERN PA ENDOSCOPY CTR 1501 N CEDAR CREST BLVD SUITE 100 ALLENTOWN,PA181042309 84-2257961	HEALTH SVCS.	PA	NA
(4) FAIRGROUNDS MEDICAL CENTER 400 N 17TH STREET SUITE 102 ALLENTOWN,PA181045052 23-2530427	REAL ESTATE	PA	NA
(5) HAZLETON SURGERY CENTER LLC 17480 DALLAS PARKWAY SUITE 210 DALLAS,TX752877304 20-1232531	HEALTH SVCS.	PA	NA
(6) JEFF UNIV RAD ASSOC 840 CRESCENT CTR DR FRANKLIN,TN37067 41-2043518	HEALTH SVCS.	PA	NA
(7) JEFFHEDGE LLC 1301 2ND AVE SEATTLE,WA98101 45-3214379	INVESTMENTS	DE	TJU	RELATED	81,077	-1,066,933		No	0		No	71.083 %
(8) JEFF-SOLIS MAMMOgr SVCS LLC 11601 DALLAS parkway ADDISON,TX75001 82-4363232	HEALTH SVCS.	DE	NA
(9) JUNIATA MED BLD 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2450132	MEDICAL OFFICE	PA	NA
(10) KENNEDY CH SURG 11221 ROE AVE LEAWOOD,KS66211 47-2462625	SURGERY CENTER	NJ	NA
(11) LEHIGH VALLEY IMAGING LLC 1247 S CEDAR CREST BLVD SUITE 105 ALLENTOWN,PA181036202 46-4551937	HEALTH SVCS.	PA	NA
(12) LVHN RECIPROCAL RISK RETENTION GROUP 151 MEETING STREET SUITE 301 CHARLESTON,SC294012238 20-0037118	INSURANCE	PA	NA
(13) MLJH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 82-1445171	MEDICAL SERVICES	PA	NA
(14) MONROE ENDOSCOPY CENTER LLC 1501 N CEDAR CREST BLVD SUITE 100 ALLENTOWN,PA181042309 88-4118030	HEALTH SVCS.	PA	NA
(15) NAZARETH ENDOSCOPY CENTER LLC 1501 N CEDAR CREST BLVD SUITE 110 ALLENTOWN,PA181042309 82-4072967	HEALTH SVCS.	PA	NA
(16) PGC ENDO CTR FOR EXC LLC 700 COTTMAN AVEnue PHILADELPHIA,PA19111 47-2638657	HEALTH SVCS.	PA	NA
(17) POCONO AMBULATORY SURGERY CENTER LTD 1 STORM STREET STROUDSBURG,PA183602406 23-2611442	HEALTH SVCS.	PA	NA
(18) POCONO HEALTH SYSTEM INV COLLAB LP PO BOX 4000 ALLENTOWN,PA181054000 47-2125419	INVESTMENTS	PA	NA
(19) RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA,PA19112 26-3911509	HEALTH SVCS.	PA	NA
(20) RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA,PA19112 26-3910345	HEALTH SVCS.	PA	NA
(21) ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD,KS66211 27-0260289	HEALTH SVCS.	PA	NA
(22) SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP PO BOX 4000 ALLENTOWN,PA181054000 23-2514813	REAL ESTATE	PA	NA
(23) TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2400586	MEDICAL OFFICE	PA	NA
(24) UHS-LVHN JV LLC 367 S GULPH ROAD KING OF PRUSSIA,PA194063121 87-1641782	HOSPITAL OPS.	PA	NA

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(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) 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 84-1657497	REAL ESTATE	PA	TJU	S CORP.	0	13,932,636	100.000 %	Yes
(2) ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2075587	HEALTH SVCS.	PA	TJU	C CORP.	1,729,827	2,094,114	100.000 %	Yes
(3) CARBON SCHUYLKILL ENDOSCOPY CENTER INC 400 S NINTH STREET LEHIGHTON,PA182351812 73-1662391	HEALTH SVCS.	PA	NA	S CORP.					No
(4) CMMC INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2256479	REAL ESTATE	PA	TJU	C CORP.	1,875,432	0	100.000 %	Yes
(5) EINSTEIN HEALTHCARE SYSTEMS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2314938	INACTIVE	PA	TJU	C CORP.	0	1,466,266	100.000 %	Yes
(6) HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 20-0214524	HEALTH SVCS.	PA	TJU	C CORP.	1,846,850	7,863,254	100.000 %	Yes
(7) HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2259593	HEALTH SVCS.	PA	TJU	C CORP.	0	0	100.000 %	Yes
(8) JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2830152	HEALTH SVCS.	PA	TJU	C CORP.	178,606	144,570	100.000 %	Yes
(9) JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 84-1980055	HEALTH SVCS.	NJ	TJU	C CORP.	60,372	21,298	100.000 %	Yes
(10) JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 37-1856786	INACTIVE	CA	TJU	C CORP.	0	0	100.000 %	Yes
(11) KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 47-2661672	INVESTMENTS	NJ	TJU	C CORP.	0	0	100.000 %	Yes
(12) KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-3347294	MANAGEMENT	NJ	TJU	C CORP.	874,688	3,735,537	100.000 %	Yes
(13) LEHIGH VALLEY HEALTH SERVICES INC PO BOX 4000 ALLENTOWN,PA181054000 23-2263665	HEALTH SVCS.	PA	NA	C CORP.					No
(14) LEHIGH VALLEY PHYSICIAN HOSPITAL ORG INC 1605 N CEDAR CREST BLVD SUITE 411 ALLENTOWN,PA18104 23-2750430	HEALTH SVCS.	PA	NA	C CORP.					No
(15) MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2922471	INACTIVE	PA	TJU	C CORP.	0	0	100.000 %	Yes
(16) MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-3536371	INACTIVE	NJ	TJU	C CORP.	0	0	100.000 %	Yes
(17) PARTNERS INSURANCE COMPANY OF NJ 1101 MARKET STREET SUITE 2400 PHILADELPHIA,PA19107 99-0925330	INSURANCE	NJ	TJU	C CORP.	98,382	4,804,785	100.000 %	Yes
(18) PARTNERS INSURANCE COMPANY INC 1101 MARKET STREET SUITE 2400 PHILADELPHIA,PA19107 88-3557817	INSURANCE	PA	TJU	C CORP.	3,217,705	10,889,418	100.000 %	Yes
(19) POPULYTICS INC PO BOX 4000 ALLENTOWN,PA181054000 23-2539282	HEALTH SVCS.	PA	NA	C CORP.					No
(20) PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 22-2559690	INACTIVE	NJ	TJU	C CORP.	0	0	100.000 %	Yes
(21) REHAB VENTURES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2619394	INACTIVE	PA	TJU	C CORP.	0	1,581,104	100.000 %	Yes
(22) SCHUYLKILL MEDICAL PLAZA - CONDO ASSOC PO BOX 4000 ALLENTOWN,PA181054000 23-2931821	CONDO. ASSOC.	PA	NA	C CORP.					No
(23) SPECTRUM HEALTH VENTURES INC PO BOX 4000 ALLENTOWN,PA181054000 23-2391479	HEALTH SVCS.	PA	NA	C CORP.					No
(24) SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2218944	HOLDING CO.	DE	TJU	C CORP.	130,884	11,464,317	100.000 %	Yes
(25) TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2197865	REAL ESTATE	PA	TJU	C CORP.	4,007,437	55,300,156	100.000 %	Yes
(26) TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2146678	REAL ESTATE	PA	TJU	C CORP.	740,670	1,000,000	100.000 %	Yes
(27) WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA,PA19107 23-2332416	REAL ESTATE	PA	TJU	C CORP.	7,482	10,102	100.000 %	Yes

Schedule R (Form 990) (Rev. 1-2025)

Page 3

Part V

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

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

Yes

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

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

Yes

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

Yes

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

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

Yes

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

Yes

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

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

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

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

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

Yes

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

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

Yes

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

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

Yes

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

Yes

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

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

Yes

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

Yes

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

Yes

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

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

Schedule R (Form 990) (Rev. 1-2025)

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) (Rev. 1-2025)

Page 5

Part VII

Supplemental Information

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

Return Reference

Explanation

SCHEDULE R, PART V

THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THE SYSTEM'S ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.

Schedule R (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	18
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	16
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	7,579
6	Total number of volunteers (estimate if necessary) .............	6	2,681
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	2,389,587
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	330,150

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	44,702,851	208,616,937
9	Program service revenue (Part VIII, line 2g) .........	1,551,148,170	1,273,380,833
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	14,041,663	99,631,394
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	3,356,599	-343,385
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,613,249,283	1,581,285,779
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	42,297,315	20,044,479
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)	926,301,543	852,033,296
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 809,887
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	700,960,821	663,687,986
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,669,559,679	1,535,765,761
19	Revenue less expenses. Subtract line 18 from line 12.......	-56,310,396	45,520,018
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	5,080,196,016	6,568,663,239
21	Total liabilities (Part X, line 26).............	4,019,652,022	5,435,142,273
22	Net assets or fund balances. Subtract line 21 from line 20.....	1,060,543,994	1,133,520,966

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,478,547,677 including grants of $ 20,044,479 ) (Revenue $ 1,273,380,833 )
	EXPENSES INCURRED IN FUNCTIONING AS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY, AS WELL AS, THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. ADDITIONALLY, THIS ORGANIZATION SERVES AS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.

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












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












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,478,547,677

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	30,126,136	9,900,592	2,069,063

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	1,425,289
d	Related organizations		1d	10,000
e	Government grants (contributions)		1e	1,000,000

f	All other contributions, gifts, grants, and similar amounts not included above		1f	206,181,648

g	Noncash contributions included in lines 1a - 1f:$		1g	1,306,608

h Total. Add lines 1a-1f.......		208,616,937

		Business Code
2a	TUITION & EDUCATION	611310	178,916,461	178,916,461
b	ACADEMIC RESEARCH	541990	96,414,238	96,414,238
c	PROGRAM SERVICE RELATED REVENUE	611310	995,510,894	995,510,894
d	PARKING	812930	2,539,240	0	1,665,661	873,579
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,273,380,833

3 Investment income (including dividends, interest, and othersimilar amounts) ......			7,003,329			7,003,329
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a	1,627,659
b	Less: rental expenses	6b	1,971,044
c	Rental income or (loss)	6c	-343,385	0
d	Net rental income or (loss).......			-343,385			-343,385
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	92,573,052	55,013
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c	92,573,052	55,013
d	Net gain or (loss).........			92,628,065		723,926	91,904,139
8a	Gross income from fundraising events (not including $ 1,425,289of contributions reported on line 1c). See Part IV, line 18 ....
			8a	1,028,688
b	Less: direct expenses ...		8b	1,028,688
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			0
12	Total revenue. See instructions.....			1,581,285,779	1,270,841,593	2,389,587	99,437,662

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,132,152	1,132,152
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	17,333,368	17,333,368
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	1,578,959	1,578,959
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	22,676,869	22,676,869
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........	630,495,690	605,231,249	24,497,209	767,232
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	41,843,597	40,343,442	1,500,155
9	Other employee benefits .......	99,402,662	95,941,562	3,461,100
10	Payroll taxes ...........	57,614,478	55,612,460	2,002,018
11	Fees for services (non-employees):
a	Management ......	0
b	Legal .........	8,496,697	7,921,633	575,064
c	Accounting ...........	2,839,749	2,704,626	135,123
d	Lobbying ...........	934,217	934,217
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	14,512,568	14,512,568
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	258,810,600	245,018,069	13,756,003	36,528
12	Advertising and promotion ....	30,403,636	28,954,690	1,448,946
13	Office expenses .......	18,572,376	17,596,093	970,295	5,988
14	Information technology ......	99,673,856	94,247,924	5,425,932
15	Royalties ..	0
16	Occupancy ...........	33,828,949	32,283,745	1,545,204
17	Travel ............	8,348,335	8,203,268	145,067
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	2,967,537	2,928,260	39,277
20	Interest ...........	24,894,948	24,232,609	662,339
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	24,306,412	24,254,147	52,265
23	Insurance ...	1,247,927	1,247,927
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	REPAIRS & MAINTENANCE	36,151,923	36,151,923
b	MEDICAL SUPPLIES	20,307,656	20,307,656
c	DUES & SUBSCRIPTIONS	13,753,159	13,753,159
d	RESEARCH SUPPLIES	5,356,571	5,356,571
e	All other expenses	58,280,870	58,088,531	192,200	139
25	Total functional expenses. Add lines 1 through 24e	1,535,765,761	1,478,547,677	56,408,197	809,887
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 ........			96,771,875	1	28,279,196
2	Savings and temporary cash investments .........			53,295,311	2	55,354,695
3	Pledges and grants receivable, net ......			99,742,270	3	124,300,235
4	Accounts receivable, net .............			63,464,722	4	78,057,750
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 ...........			19,013,930	7	19,782,675
8	Inventories for sale or use ............			1,041,149	8	10,915,694
9	Prepaid expenses and deferred charges ......			62,359,866	9	72,546,047
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	2,104,130,950
b	Less: accumulated depreciation	10b	755,890,927	1,319,553,620	10c	1,348,240,023
11	Investments—publicly traded securities .			0	11	0
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			893,477,491	13	1,329,972,188
14	Intangible assets ...............			5,681,944	14	5,606,264
15	Other assets. See Part IV, line 11 ...........			2,465,793,838	15	3,495,608,472
16	Total assets. Add lines 1 through 15 (must equal line 33)...			5,080,196,016	16	6,568,663,239

17	Accounts payable and accrued expenses .....	369,768,825	17	494,447,942
18	Grants payable ...	0	18	0
19	Deferred revenue .........	22,450,665	19	71,153,502
20	Tax-exempt bond liabilities .........	2,857,245,112	20	4,254,526,029
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 ..	583,954,245	23	1,214,367
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	186,233,175	25	613,800,433
26	Total liabilities. Add lines 17 through 25..	4,019,652,022	26	5,435,142,273

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	453,015,418	27	483,367,432
28	Net assets with donor restrictions ...........	607,528,576	28	650,153,534
	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 ...........	1,060,543,994	32	1,133,520,966
33	Total liabilities and net assets/fund balances ........	5,080,196,016	33	6,568,663,239

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