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)
(1) KEVIN B MAHONEY...................................................................... EX-OFFICIO MEMBER	1.0 ................. 54.0	X			0	2,954,787	374,377
(2) KEITH KASPER...................................................................... CONTR.; EX-OFFICIO UNTIL 7/24	1.0 ................. 54.0	X	X		0	2,762,775	237,535
(3) MICHELE M VOLPE...................................................................... COO UPHS; EX-OFFICIO MEMBER	1.0 ................. 54.0	X	X		0	1,482,456	12,018
(4) JULIA W PUCHTLER...................................................................... CONTR.; EX-OFFICIO AS OF 7/24	1.0 ................. 54.0	X	X		0	853,431	90,216
(5) ROBERT J RUSSELL MPANHAFACHE...................................................................... INTERIM CEO; EX-OFFICIO MEMBER	54.0 ................. 1.0	X	X		0	747,069	96,626
(6) JAMES BALLINGHOFF RNMSNMBA...................................................................... BOARD MEMBER; CNO UNTIL 9/24	55.0 ................. 0.0	X	X		606,062	0	75,973
(7) JACK ENDE MD...................................................................... BOARD MEMBER	1.0 ................. 0.0	X			0	375,750	60,232
(8) S SIU MD...................................................................... PHYSICIAN ADVISOR	55.0 ................. 0.0			X	369,144	0	19,875
(9) GENE GOFMAN MBA...................................................................... ASST. CONTROLLER/SECRETARY	54.0 ................. 1.0	X	X		354,800	0	30,151
(10) KIMBERLY A DEPPERT...................................................................... ASSOC. EXEC DIR. CARD SRVCS	55.0 ................. 0.0			X	349,100	0	12,240
(11) NISHAMINY KASBEKAR...................................................................... CHIEF PHARMACY OFFICER	55.0 ................. 0.0			X	308,410	0	29,934
(12) NICOLE HOKE DNP RN CCNS CCRN...................................................................... CNO AS OF 8/24; MEM AS OF 9/24	55.0 ................. 0.0	X	X		324,728	0	6,700
(13) THEODORE BUTCHER...................................................................... CARDIOLOGIST	55.0 ................. 0.0			X	267,734	0	31,447
(14) VINAL PATEL...................................................................... MEDICAL LAB. SCIENTIST II	55.0 ................. 0.0			X	206,535	0	27,887
(15) ANN CONLIN...................................................................... BOARD MEMBER	1.0 ................. 0.0	X			0	0	0
(16) JUDGE RENEE CARDWELL HUGHES...................................................................... BOARD MEMBER; CHAIR	1.0 ................. 0.0	X	X		0	0	0
(17) REV DR WILLIAM J SHAW...................................................................... BOARD MEMBER	1.0 ................. 0.0	X			0	0	0

(A) Name and business address	(B) Description of services	(C) Compensation
HSC BUILDERS CONSTRUCTION MGRS, 304 NEW MILL LN EXTON,PA19341	CONSTRUCTION SRVS	22,883,440
WEXFORD UCSC 3737 LLC, 17190 BERNARDO CENTER DR SAN DIEGO,CA92128	PROPERTY LEASE SRVS	9,843,293
IBA PROTON THERAPY INC, 470 SPRINGPARK PLACE STE 700 HERNDON,VA20170	MEDICAL SRVS	5,696,000
ALLIED UNIVERSAL COMPANY, 1617 JOHN F KENNEDY BLVD STE 960 PHILADELPHIA,PA19103	OUTSOURCED STAFFING	3,550,956
ONCALL PHYSICIAN STAFFING INC, 308 GOLF HILLS RD HAVERTOWN,PA19083	OUTSOURCED STAFFING	1,971,970
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 28

- 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

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


Total

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

Cat. No. 11285F

Schedule A (Form 990) 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.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

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

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

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

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

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 (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

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

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

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

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

501(c)(3) taxable private foundation

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

General Rule

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

Special Rules

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

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

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

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

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

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

Page 4


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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

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

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

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

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

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

		(a) Donor advised funds
1	Total number at end of year .........	341
2	Aggregate value of contributions to (during year)	3,592,534
3	Aggregate value of grants from (during year)	1,440,211
4	Aggregate value at end of year ........	56,025,609

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

Yes No

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

Yes No

Part II

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

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

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

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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


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

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

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

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

Yes No

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

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

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

Yes No

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

Part III

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

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

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

(i)

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

(ii)

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

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

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

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

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

Cat. No. 52283D

Schedule D (Form 990) (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 ....	172,723,366	167,657,181	172,988,119	182,082,082	135,791,491
b	Contributions ...	0	0	520,090	509,122	918,371
c	Net investment earnings, gains, and losses	20,253,621	13,649,534	2,413,587	-1,852,385	52,717,110
d	Grants or scholarships ...	0	0	0	0	0
e	Other expenditures for facilities and programs ...	8,694,127	8,583,349	8,264,615	7,750,700	7,344,890
f	Administrative expenses ....	0	0	0	0	0
g	End of year balance ......	184,282,860	172,723,366	167,657,181	172,988,119	182,082,082

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

Board designated or quasi-endowment right arrow

0 %

Permanent endowment right arrow

100.000 %

Term endowment right arrow

0 %

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

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

Yes

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

3a(i)

Yes

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

3a(ii)

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

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

Part VI

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

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

1a	Land .....	4,788,853		4,788,853
b	Buildings ....	573,152,728	244,012,948	329,139,780
c	Leasehold improvements	1,663,742	1,663,742	0
d	Equipment ....	270,196,091	199,061,991	71,134,100
e	Other .....	102,042,327	22,982,359	79,059,968
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				484,122,701

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

Part IX

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

(a) Description				(b) Book value
(1)GOODWILL				24,887,819
(2)OTHER NON-CURRENT ASSETS				110,406,529
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				135,294,348

Part X

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

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
THIRD PARTY SETTLEMENTS	1,465,651
FIN 47 ASSET RETIREMENT	3,715,901
DUE TO AFFILIATE	78,194,639






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	83,376,191
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 V, LINE 4	USE OF ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------
SCHEDULE D, PART X, LINE 1	DETAIL OF OTHER LIABILITIES THE DUE TO AFFILIATE ACCOUNT REPRESENTS AMOUNTS OWED BY THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------
SCHEDULE D, PART X, LINE 2	TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS.

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

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE H
(Form 990)

Department of the Treasury
Internal Revenue Service

Hospitals

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

Attach to Form 990.
Medium right arrow

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

OMB No. 1545-0047

2024

Open to Public Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

Financial Assistance and Certain Other Community Benefits at Cost

Yes

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

Yes

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

Yes

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

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

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

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

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

Yes

100% 150% 200% Other 300 %

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

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

Yes

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

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

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

Yes

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

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

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

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

Yes

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

Yes

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

Financial Assistance and Certain Other Community Benefits at Cost

Financial Assistance and Means-Tested Government Programs		(c) Total community benefit expense	(d) Direct offsetting revenue	(e) Net community benefit expense	(f) Percent of total expense
a	Financial Assistance at cost (from Worksheet 1) . . .	8,185,128	0	8,185,128	0.580 %
b	Medicaid (from Worksheet 3, column a) . . . . .	225,317,856	175,200,374	50,117,482	3.580 %
c	Costs of other means-tested government programs (from Worksheet 3, column b) . .
d	Total Financial Assistance and Means-Tested Government Programs . . . . .	233,502,984	175,200,374	58,302,610	4.160 %
Other Benefits
e	Community health improvement services and community benefit operations (from Worksheet 4).
f	Health professions education (from Worksheet 5) . . .	34,673,751	12,317,608	22,356,143	1.600 %
g	Subsidized health services (from Worksheet 6) . . . .
h	Research (from Worksheet 7) .
i	Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .
j	Total. Other Benefits . .	34,673,751	12,317,608	22,356,143	1.600 %
k	Total. Add lines 7d and 7j .	268,176,735	187,517,982	80,658,753	5.760 %

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024

Schedule H (Form 990) 2024

Page

Part II

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

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

Part III

Bad Debt, Medicare, & Collection Practices

Section A. Bad Debt Expense

Yes

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

Yes

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

10,591,135

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

2,166,315

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

Section B. Medicare

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

215,008,113

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

218,892,443

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

-3,884,330

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

Cost accounting system Cost to charge ratio Other

Section C. Collection Practices

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

Yes

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

Yes

Part IV

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

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

Schedule H (Form 990) 2024

Page

Part VFacility Information

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

Schedule H (Form 990) 2024

Page 4

Part VFacility Information (continued)

Section B. Facility Policies and Practices

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

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

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

Yes

Community Health Needs Assessment

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

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

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

Yes

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

A definition of the community served by the hospital facility

Demographics of the community

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

How data was obtained

The significant health needs of the community

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

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

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

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

Other (describe in Section C)

Indicate the tax year the hospital facility last conducted a CHNA: 20 24

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

Yes

6 a

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

Yes

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

Yes

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

Yes

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

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

Other website (list url):

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

Other (describe in Section C)

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

Yes

Indicate the tax year the hospital facility last adopted an implementation strategy: 20 25

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

Yes

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

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

10b

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

12a

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

12a

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

12b

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

Schedule H (Form 990) 2024

Page 5

Part VFacility Information (continued)

Financial Assistance Policy (FAP)

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

Yes

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

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

Yes

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

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

Income level other than FPG (describe in Section C)

Asset level

Medical indigency

Insurance status

Underinsurance discount

Residency

Other (describe in Section C)

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

Yes

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

Yes

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

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

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

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

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

Other (describe in Section C)

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

Yes

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

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

SCH H, PART V, SECT. C

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

SCH H, PART V, SECT. C

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

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

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

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

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

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

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

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 6

Part VFacility Information (continued)

Billing and Collections

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

Yes

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

Yes

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

None of these actions or other similar actions were permitted

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

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

Reporting to credit agency(ies)

Selling an individual’s debt to another party

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

Actions that require a legal or judicial process

Other similar actions (describe in Section C)

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

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

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

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

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

Other (describe in Section C)

None of these efforts were made

Policy Relating to Emergency Medical Care

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

Yes

If "No," indicate why:

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

The hospital facility’s policy was not in writing

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

Other (describe in Section C)

Schedule H (Form 990) 2024

Page 7

Part VFacility Information (continued)

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

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

Yes

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

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

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

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

The hospital facility used a prospective Medicare or Medicaid method

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

If "Yes," explain in Section C.

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

If "Yes," explain in Section C.

Schedule H (Form 990) 2024

Page 8

Part V

Facility Information (continued)

Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference	Explanation
PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA)	THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH ("PDPH") AND HEALTH CARE IMPROVEMENT FOUNDATION ("HCIF") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. PDPH AND HCIF DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - DOYLESTOWN HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES --------------------
PART V, SECTION B, LINE 7 & 10- CHNA & IMP. PLAN PUBLIC AVAILABILITY	A COPY OF THE ORGANIZATION'S CHNA REPORT AND COMMUNITY HEALTH IMPROVEMENT PLAN REPORT ("IMPLEMENTATION PLAN") CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES OUR CHNA AND IMPLEMENTATION PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION PLAN WAS ADOPTED BY 11/15/2025, AS PERMITTED UNDER THE REGULATIONS. --------------------
PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA)	FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT), AS WELL AS THE FOLLOWING: HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://WWW.PENNMEDICINE.ORG/NEWS/COMMUNITY-IMPACT --------------------
PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY)	A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/PATIENT-RESOURCES/POLICIES/ FINANCIAL-ASSISTANCE ------------------

Schedule H (Form 990) 2024

Page 9

Part VFacility Information (continued)

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

Schedule H (Form 990) 2024

Page 10

Part VI

Supplemental Information

Provide the following information.

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

Form and Line Reference	Explanation
PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED)	CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. --------------------
PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES)	DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE)	UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN (INCLUDING LIMITED ENGLISH PROFICIENCY), ETHNICITY, RELIGION, CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE, ANCESTRY, SEXUAL ORIENTATION, GENETIC INFORMATION, CULTURE, SOCIOECONOMIC STATUS, DOMESTIC OR SEXUAL VIOLENCE VICTIM STATUS, SOURCE OF INCOME, SOURCE OF PAYMENT, OR VETERAN STATUS. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.DOYLESTOWNHEALTH.ORG/PATIENTS-AND-VISITORS/ BILLING-AND-FINANCE HTTPS://WWW.PENNMEDICINE.ORG/PATIENT-RESOURCES/POLICIES/ --------------------
PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL)	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. --------------------
PART III, LINE 9B (COLLECTION PRACTICES)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT)	PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) COMPRISED OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), PENN PRESBYTERIAN MEDICAL CENTER (PPMC), PENNSYLVANIA HOSPITAL (PAH), PRINCETON HEALTH (PH), CHESTER COUNTY HOSPITAL (CCH), AND LANCASTER GENERAL HEALTH (LGH). DOYLESTOWN HEALTH ALSO BECAME PART OF UPHS AS OF APRIL 1, 2025. EVIDENT BY $425.8 MILLION IN CHARITY AND UNDERFUNDED MEDICAID CARE PROVIDED TO FAMILIES, THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. PENN MEDICINE HAS INVESTED AND SUSTAINED INSTITUTION-WIDE, COMPREHENSIVE PROGRAMS THAT ANCHOR OUR CHARGE IN COMMUNITY HEALTH. THESE PROGRAMS ARE EVIDENCE OF PENN MEDICINE INTEGRATING COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRIORITIES TO GUIDE STRATEGY, OPERATIONS, AND INVESTMENTS: - THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA) AT PENN MEDICINE COLLABORATES CLOSELY WITH A NETWORK OF HEALTHCARE LEADERS, CLINICAL TEAMS, COMMUNITY PARTNERS, AND RESEARCH FELLOWS TO TRANSFORM SCIENTIFIC RESEARCH INTO PRACTICAL, IMPACTFUL STRATEGIES. THROUGH FOCUSED EFFORTS IN RESEARCH AND EVALUATION, CARE TRANSFORMATION, EDUCATION AND TRAINING, WORKFORCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT, CHEA IS DEDICATED TO ENHANCING CARE DELIVERY, FOSTERING MEANINGFUL CONNECTIONS WITH THOSE LIVING NEAR OUR HOSPITALS, AND INSPIRING THE NEXT GENERATION OF SCIENTISTS AND HEALTHCARE PROVIDERS. - THE CENTER FOR HEALTH JUSTICE (CHJ) WORKS TO ADVANCE HEALTH THROUGH SUPPORT PROVIDED TO COMMUNITIES HARMED BY STRUCTURAL INEQUITY. ITS TWO MAIN GROUPS-URBAN HEALTH LAB AND HEALTH JUSTICE TRANSFORMATION-LEAD RESEARCH, COMMUNITY ACTION, AND HEALTH SYSTEM REFORM. CHJ COLLABORATES ACROSS PENN MEDICINE AND THE UNIVERSITY OF PENNSYLVANIA TO GUIDE STRATEGY AND BUILD INFRASTRUCTURE FOR LASTING CHANGE. THROUGH ITS HEALTH JUSTICE TRANSFORMATION PORTFOLIO, CHJ PARTNERS WITH STAFF AND LEADERS TO EMBED TRANSFORMATIVE COMMUNITY SUPPORT INTO HEALTH SYSTEM OPERATIONS AND POLICY. - THE PENN CENTER FOR COMMUNITY HEALTH WORKERS WORKS TO ADVANCE HEALTH EQUITY AND IMPROVE HEALTH OUTCOMES. SINCE ITS CREATION, THE CENTER HAS SUPPORTED CLOSE TO 25,000 PEOPLE IN OUR REGION BY LEVERAGING THE COMPASSION AND RESOURCEFULNESS OF COMMUNITY HEALTH WORKERS TO PROVIDE TRUSTED, PERSON-CENTERED SUPPORT. COMMUNITY HEALTH WORKERS PARTNER WITH PATIENTS TO ADDRESS VARIOUS ASPECTS OF THEIR LIVES THAT IMPACT HEALTH-FROM NAVIGATING THE HEALTH SYSTEM TO TACKLING UNDERLYING SOCIAL BARRIERS, SUCH AS UNSTABLE HOUSING, SOCIAL ISOLATION, AND UNEMPLOYMENT. - THE PENN MEDICINE WHARTON FUND FOR HEALTH IS IN PARTNERSHIP WITH THE SOCIAL IMPACT INITIATIVE AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL, AND WORKS TO IMPROVE THE SOCIAL DETERMINANTS OF HEALTH FOR PHILADELPHIANS. INITIALLY COMMITTING $5 MILLION OVER THREE YEARS, THIS INITIATIVE INVESTS IN INNOVATIVE, FORWARD-THINKING VENTURES CREATING MEANINGFUL IMPROVEMENTS IN OUR CITY'S HEALTH WHILE FOSTERING SUSTAINABLE AND PROFITABLE COMPANIES THAT GENERATE JOBS AND ECONOMIC OPPORTUNITIES FOR MORE RESIDENTS. BUILDING ON THE SUCCESS OF THE INITIAL STARTUPS AND THEIR POSITIVE EFFECT ON HEALTH INEQUITIES, INVESTMENT IN FUND FOR HEALTH WILL CONTINUE. - THE PENN MEDICINE CARES GRANT WILL CONTINUE TO EMPOWER COMMUNITY-BASED INITIATIVES LED BY EMPLOYEES AND MEDICAL STUDENTS BY AWARDING FUNDING ON A QUARTERLY BASIS. THESE GRANTS CAN BE USED TO PURCHASE SUPPLIES AND RESOURCES ESSENTIAL TO ADVANCING FAIR HEALTH OUTCOMES WITHIN THE COMMUNITY. SINCE ITS INCEPTION IN 2012, AND INCLUDING FY2025, THE PROGRAM HAS SUPPORTED OVER 1,264 PROJECTS, DISTRIBUTING MORE THAN $1.38 MILLION IN TOTAL FUNDING. WE EAGERLY ANTICIPATE THE INNOVATIVE APPROACHES THAT FACULTY, STAFF, AND STUDENTS AT PENN MEDICINE WILL CONTINUE TO DEVELOP TO ADDRESS COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION IN PHILADELPHIA DEVELOPED BY A COALITION OF AREA HOSPITALS WITH AN AMPLIFIED COMMUNITY VOICE TO GUIDE, THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR PHILADELPHIA AND THE SURROUNDING COUNTIES IN PENNSYLVANIA WAS COMPLETED IN 2025. THE FOLLOWING NEEDS WERE NAMED AS PRIORITY: TRUST AND COMMUNICATION DISCRIMINATION IN HEALTH CARE CHRONIC DISEASE PREVENTION AND MANAGEMENT ACCESS TO CARE (PRIMARY AND SPECIALTY) HEALTHCARE AND HEALTH RESOURCES NAVIGATION MENTAL HEALTH ACCESS SUBSTANCE USE AND RELATED DISORDERS HEALTHY AGING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES FOOD ACCESS HOUSING INSECURITY NEIGHBORHOOD CONDITIONS YOUTH PRIORITIES: YOUTH MENTAL HEALTH LACK OF RESOURCES/KNOWLEDGE OF RESOURCES SUBSTANCE USE AND RELATED DISORDERS BULLYING GUN VIOLENCE ACCESS TO PHYSICAL ACTIVITY ACTIVITIES FOR YOUTH ACCESS TO GOOD SCHOOLS IN RESPONSE TO THE PRIORITIZED NEEDS OF OUR COMMUNITY, LISTED ABOVE, PENN MEDICINE'S PHILADELPHIA-BASED HOSPITALS, HUP, PPMC, AND PAH, HAVE DEVELOPED NUMEROUS PROGRAMS IN NEIGHBORHOODS NEAR OUR HOSPITALS. FOLLOWING PLEASE FIND A LIST OF PROGRAMS PENN MEDICINE INVESTS IN AND MAINTAINS WITH AN AIM TO IMPROVE COMMUNITY HEALTH IN THE RESPECTIVE CHNA NEED AREAS; THE FOLLOWING REPRESENTS A SELECTION OF KEY INITIATIVES AND IS NOT AN EXHAUSTIVE LIST: BUILDING TRUST AND IMPROVING COMMUNICATION TRUST AND CLEAR COMMUNICATION ARE ESSENTIAL TO STRONG PATIENT-PROVIDER RELATIONSHIPS. BREAKDOWNS IN COMMUNICATION CAN ERODE TRUST AND LEAD TO DISENGAGEMENT AND POORER HEALTH OUTCOMES. TO ADDRESS THIS, PENN MEDICINE EMPHASIZES PROACTIVE STORYTELLING AND OUTWARD-FACING COMMUNICATION THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE USES ITS COMMUNITY EVENTS CALENDAR TO PROMOTE SUPPORT GROUPS, CLASSES, PROFESSIONAL DEVELOPMENT, AND HEALTH PROGRAMS - THUS IMPROVING CONNECTEDNESS BETWEEN AREA RESIDENTS OUR PHILADELPHIA HOSPITALS. THE COMMUNITY RELATIONS TEAM FACILITATES VOLUNTEER REQUESTS TO BRING EMPLOYEE EXPERTS AND HEALTH SYSTEM SERVICES DIRECTLY INTO NEIGHBORHOODS. ADDITIONALLY, THERE ARE A BREADTH OF EMPLOYEES AND DEPARTMENTS ACROSS THE HEALTH SYSTEM WORKING WITHIN OUR COMMUNITY IN THEIR OWN AREA OF EXPERTISE. TO REDUCE PATIENT FRUSTRATION AND IMPROVE UNDERSTANDING FOR PATIENTS IN PAH'S EMERGENCY DEPARTMENT WAITING ROOM, ANIMATED VIDEOS WERE CREATED AND EXPLAIN THE EMERGENCY DEPARTMENT PROCESSES-SUCH AS TRIAGE, CONDUCT EXPECTATIONS, AND WHAT TO ANTICIPATE DURING A VISIT. THE VIDEOS PLAY AS PATIENTS ENTER AND WAIT AND ARE AVAILABLE IN ENGLISH AND SPANISH FOR ACCESSIBILITY. DEVELOPED WITH INPUT FROM PENN MEDICINE'S COMMUNITY ADVISORY BOARDS AND PATIENT FAMILY ADVISORY COUNCILS, THE VIDEOS ENSURE CONTENT REFLECTS COMMUNITY NEEDS, STRENGTHENS TRUST, AND ENHANCES THE OVERALL EMERGENCY CARE EXPERIENCE. THE PENN MEDICINE LISTENING LAB ELEVATES THE LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, STAFF, AND PROVIDERS TO STRENGTHEN A UNIFIED CULTURE OF CAREGIVING. THROUGH A FACILITATED, HIPAA-COMPLIANT PROCESS, STORIES ARE RECORDED, COLLABORATIVELY EDITED, AND SHARED WITH THE STORYTELLER'S CONSENT. THESE NARRATIVES ARE USED ACROSS THE HEALTH SYSTEM-IN EMPLOYEE ORIENTATION, MEDICAL AND NURSING EDUCATION, PATIENT AND FAMILY ADVISORY COMMITTEE COLLABORATIONS, LEADERSHIP MEETINGS, STAFF HUDDLES, INTERNAL COMMUNICATIONS, AND CLINICAL-ROOM SCREENSAVERS. FOR MANY STORYTELLERS, THE PROCESS IS ALSO VALIDATING, COMFORTING, AND HEALING. IN 2024, PENN MEDICINE INTRODUCED A PATIENT QUALITY AND SAFETY WEBSITE AND DASHBOARD OFFERING TRANSPARENT, REGULARLY UPDATED DATA ON MEASURES SUCH AS PREVENTIVE CARE, INFECTIONS, MORTALITY, AND HOME HEALTH OUTCOMES. WHERE POSSIBLE, RESULTS ARE COMPARED WITH STATE AND NATIONAL BENCHMARKS TO SUPPORT INFORMED DECISION-MAKING. CLEAR NARRATIVES AND SELECT EXPLAINER VIDEOS HELP MAKE THE DATA MORE ACCESSIBLE AND HIGHLIGHT PENN MEDICINE'S QUALITY AND SAFETY STRATEGIES, PATIENT EXPERIENCE INSIGHTS, AND COMMUNITY HEALTH GOALS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICE REQUIRES HOSPITALS TO POST MACHINE-READABLE LISTS OF STANDARD CHARGES, UPDATED ANNUALLY. PENN MEDICINE'S "TRANSPARENCY IN PRICING" WEBPAGE ALLOWS PATIENTS TO ACCESS THESE CHARGEMASTER DETAILS, VIEW NEGOTIATED PRICE LISTS, AND REQUEST COST ESTIMATES THROUGH MYCHART OR BY PHONE.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	ELIMINATING DISCRIMINATION IN HEALTH CARE THE FOLLOWING PENN MEDICINE PROGRAMS ADDRESS THE DISCRIMINATION IN HEALTH CARE PRIORITY: THE ONCOLINK TEAM IN RADIATION ONCOLOGY HAS PROVIDED TRAUMA-INFORMED CARE TRAINING TO 804 MULTIDISCIPLINARY CARE TEAM MEMBERS ACROSS UPHS' PHILADELPHIA HOSPITALS. THROUGH INTERACTIVE CASE DISCUSSIONS AND EXPERIENTIAL LEARNING, PARTICIPANTS BUILD UNDERSTANDING OF TRAUMA, ADVERSE CHILDHOOD EXPERIENCES (ACES), TRAUMA RESPONSES, AND SENSITIVE PRACTICE TECHNIQUES. PRE- AND POST-TRAINING SURVEYS MEASURE KNOWLEDGE, COMPETENCE, BARRIERS, AND NEEDED SUPPORT. ADDITIONALLY, PENN'S DEPARTMENT OF EMERGENCY MEDICINE IS EMBEDDING TRAUMA-INFORMED CARE INTO ALL ASPECTS OF EMERGENCY MEDICINE'S OPERATIONS, TO REDUCE STIGMA AND CREATE HEALING-CENTERED ENVIRONMENTS. HUP HAS ENHANCED INTERPRETER SERVICES BY PRIORITIZING IN-PERSON SUPPORT, HIRING MORE MULTILINGUAL STAFF, AND STRENGTHENING DOCUMENTATION STANDARDS. UPHS IS CURRENTLY EXPANDING THIS MODEL ACROSS ITS PHILADELPHIA HOSPITALS IN ORDER TO IMPROVE COMMUNICATION FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY. A JOINT PENN-CHOP INITIATIVE, ALLIANCE OF MINORITY PHYSICIANS SUPPORTS MEDICAL STUDENTS, TRAINEES, AND FACULTY THROUGH MENTORSHIP, NETWORKING, AND PROFESSIONAL DEVELOPMENT-PROMOTING EQUAL TREATMENT, ATTRACTING TALENT, AND FOSTERING INCLUSIVE LEARNING ENVIRONMENTS. THE PERINATAL RESOURCES FOR OPIOID USE DISORDER (PROUD) CLINIC DELIVERS COMPREHENSIVE, AFFIRMING CARE FOR PERINATAL PATIENTS WITH SUBSTANCE USE DISORDERS THROUGH AN INTERDISCIPLINARY TEAM SPANNING SOCIAL WORK, PHARMACY, PSYCHIATRY, OB/GYN, AND FAMILY MEDICINE. THE SICKLE CELL DISEASE TASK FORCE PROMOTES EQUITABLE CARE FOR PATIENTS WITH SICKLE CELL DISEASE BY DEVELOPING STANDARDIZED PROTOCOLS AND USING DATA DASHBOARDS TO TRACK CARE. THIS APPROACH IMPROVES CONSISTENCY, PAIN MANAGEMENT, AND OVERALL QUALITY OF CARE. PENN PSYCHIATRY OFFERS SPECIALIZED BEHAVIORAL HEALTH CLINICS, INCLUDING Q-MUNITY WELLNESS FOR UNINSURED LGBTQ+ PATIENTS, AN LGBTQ+ DBT SKILLS GROUP, A MEDICAID-DESIGNATED PTSD PROGRAM, AND THE SOUTHEAST ASIAN PROGRAM AT HALL-MERCER, PROVIDING MULTILINGUAL, CULTURALLY TAILORED SERVICES. WITH AN AIM TO MONITOR CARE DISPARITIES AND PREVENT DISCRIMINATION, CHEA CREATED THE EQUITY AND QUALITY DASHBOARD AND HEALTH RELATED SOCIAL NEEDS DASHBOARD. PENN MEDICINE IS STANDARDIZING DATA COLLECTION TO BETTER MEASURE POTENTIAL INEQUITIES AND GUIDE DATA-DRIVEN INTERVENTIONS. IMPROVING THE MANAGEMENT AND PREVENTION OF CHRONIC DISEASES CHRONIC DISEASES-SUCH AS HYPERTENSION, DIABETES, COPD, AND STROKE-ARE LEADING CAUSES OF DEATH IN THE PENN MEDICINE SERVICE AREA. PENN MEDICINE ADDRESSES THESE CONDITIONS THROUGH EVIDENCE-BASED SCREENING, DIAGNOSIS, AND MANAGEMENT, WHILE IMPLEMENTING HEALTH SYSTEM AND COMMUNITY STRATEGIES TO PREVENT DISEASE AND OVERCOME BARRIERS TO CARE. EARLY DETECTION ENABLES TIMELY TREATMENT, BETTER OUTCOMES, AND IMPROVED LONG-TERM HEALTH. SINCE 2021, PENN MEDICINE, IN PARTNERSHIP WITH SIEMENS HEALTHINEERS, HAS PROVIDED NEARLY 1,000 FREE MAMMOGRAMS, DETECTING NINE BREAST CANCERS-EXCEEDING THE TYPICAL SCREENING DETECTION RATE. BUILDING ON THE ABRAMSON CANCER CENTER'S SCREENING PROGRAMS FOR UNDERSERVED COMMUNITIES, PENN MEDICINE LAUNCHED ITS OWN MOBILE MAMMOGRAPHY VAN IN JULY 2025. THE VAN OFFERS 3D BREAST IMAGING IN A PRIVATE, COMFORTABLE SETTING AND HAS VISITED HEALTH FAIRS, COMMUNITY EVENTS, AND CORPORATE CAMPUSES ACROSS THE GREATER PHILADELPHIA AREA. PATIENTS' INSURANCE WILL BE BILLED IF APPLICABLE, AND NO ONE IS TURNED AWAY FOR LACK OF COVERAGE. ORGANIZATIONS REQUEST THE VAN ONLINE, WITH A PUBLIC EVENT CALENDAR AVAILABLE. SINCE 2014, THE PENN MEDICINE BREAST HEALTH INITIATIVE HAS PROVIDED FREE BREAST CANCER SCREENINGS, DIAGNOSTICS, AND TREATMENT TO NEARLY 7,000 UNDERSERVED AND UNINSURED WOMEN, PARTNERING WITH REGIONAL NONPROFITS AND CLINICS. FIFTY-SEVEN PERCENT OF PARTICIPANTS DID NOT SPEAK ENGLISH. THROUGH FY2025, 803 BIOPSIES WERE PERFORMED, IDENTIFYING AND TREATING 137 BREAST CANCER CASES. PENN MEDICINE'S ONCOLOGY NURSES AND PATIENT NAVIGATORS GUIDE BREAST CANCER PATIENTS FROM DIAGNOSIS THROUGH SURVIVORSHIP, HELPING THEM PERSONALLY UNDERSTAND TREATMENT OPTIONS, SCHEDULE CARE, ACCESS RESOURCES, AND EXPLORE CLINICAL TRIALS-EMPOWERING PATIENTS AND FAMILIES THROUGHOUT THEIR JOURNEY. PENN MEDICINE'S COLORECTAL CANCER SCREENING OUTREACH PROMOTES COLORECTAL CANCER SCREENING THROUGH COMMUNITY EVENTS, MAILED FIT KITS, AND TEXT REMINDERS. PARTNERING WITH LOCAL GROUPS AND CLINICS, IT TARGETS UNDERSERVED POPULATIONS AND SUPPORTS FOLLOW-UP FOR POSITIVE RESULTS TO CLOSE SCREENING GAPS. THE INNOVATIVE CUT HYPERTENSION PROJECT TURNS THE CORNER BARBER SHOP IN UNDERSERVED COMMUNITIES INTO HEALTH HUBS, OFFERING BLOOD PRESSURE SCREENINGS, EDUCATION ON HYPERTENSION, DIET, AND EXERCISE, WHILE BUILDING TRUST WITH LOCAL RESIDENTS. UNITED COMMUNITY CLINIC (UCC) UCC PROVIDES FREE, LONG-TERM PRIMARY AND PREVENTIVE CARE TO UNDERINSURED INDIVIDUALS IN THE WEST AND SOUTHWEST PHILADELPHIA. PARTNERING WITH LOCAL ORGANIZATIONS, UCC ENGAGES STUDENTS IN DEVELOPING CARE PLANS, OFFERING MEDICATIONS, LIFESTYLE SUPPORT, EDUCATION, AND REGULAR FOLLOW-UP FOR CHRONIC DISEASE MANAGEMENT. SUPPORTING HEALTHCARE AND HEALTH RESOURCES NAVIGATION PENN MEDICINE ADDRESSED THE HEALTHCARE AND HEALTH RESOURCES NAVIGATION PRIORITY BY FINANCING SYSTEMS THAT HELP PATIENTS-PARTICULARLY VULNERABLE POPULATIONS-NAVIGATE HEALTH AND SOCIAL SERVICES. THE PENN CENTER FOR COMMUNITY HEALTH WORKERS, A NATIONAL CENTER OF EXCELLENCE, ADVANCES RESEARCH AND BEST PRACTICES IN COMMUNITY HEALTH WORK AND LEADS IMPLEMENTATION OF THE IMPACT PROGRAM, WHICH INTEGRATES COMMUNITY HEALTH WORKERS INTO CARE TEAMS TO IMPROVE REFERRALS, DATA PROCESSES, AND COMMUNICATION. THESE WORKERS HELP PATIENTS NAVIGATE HEALTH AND SOCIAL SYSTEMS, CONNECT TO APPROPRIATE CARE, AND ADVOCATE FOR THEIR NEEDS. THE PHMC PUBLIC HEALTH CAMPUS ON CEDAR, ANCHORED BY THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE, WAS REDEVELOPED BY PENN MEDICINE AND PARTNERS AFTER A PREVIOUS OPERATOR ANNOUNCED PLANS TO CLOSE THE HOSPITAL. TODAY, THE CAMPUS PROVIDES HIGH-QUALITY, COMMUNITY-INFORMED MEDICAL AND SOCIAL SERVICES FOR WEST AND SOUTHWEST PHILADELPHIA. THROUGH A PARTNERSHIP WITH PHMC, PENN MEDICINE MANAGES EMERGENCY, INPATIENT, AND BEHAVIORAL HEALTH SERVICES, ALONGSIDE COALITION PARTNERS INCLUDING CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE INDEPENDENCE BLUE CROSS FOUNDATION. THE CAMPUS FOCUSES ON HEALTH EQUITY AND EXPANDS COMMUNITY ACCESS TO PRIMARY CARE, BEHAVIORAL HEALTH, ACUTE CARE, SUBSTANCE USE TREATMENT, AND OTHER SOCIAL SUPPORTS. PA NAVIGATE IS A STATEWIDE PLATFORM VESTED BY PENN MEDICINE TO CONNECT PATIENTS WITH ESSENTIAL HEALTH AND SOCIAL SERVICES, INCLUDING FOOD, HOUSING, TRANSPORTATION, AND BEHAVIORAL HEALTH SUPPORTS. BY STREAMLINING REFERRALS AND COORDINATING CARE AMONG PROVIDERS AND COMMUNITY ORGANIZATIONS, THE TOOL REDUCES BARRIERS AND IMPROVES EQUITABLE ACCESS TO RESOURCES. INTEGRATED INTO PENN MEDICINE'S CARE COORDINATION WORKFLOWS, PA NAVIGATE IS USED BY COMMUNITY HEALTH WORKERS, SOCIAL WORKERS, AND OTHER STAFF TO PROVIDE TIMELY, CULTURALLY RESPONSIVE ASSISTANCE. THE SOCIAL NEEDS RESPONSE TEAM (SNRT), CREATED BY PENN MEDICINE'S DEPARTMENT OF SOCIAL WORK WITH SUPPORT FROM THE CENTER FOR HEALTH EQUITY ADVANCEMENT, IS A VIRTUAL CALL CENTER PROVIDING PATIENTS AND THE WIDER PHILADELPHIA COMMUNITY WITH ACCESS TO RESOURCES THAT ADDRESS SOCIAL NEEDS. SUPERVISED BY A CLINICAL SOCIAL WORKER, AN INTERDISCIPLINARY TEAM OF HEALTH PROFESSIONALS ASSISTS WITH SAFETY, DISTRESS, AND OTHER UNMET NEEDS TO REDUCE RESIDENTS' IMPACT ON HEALTH. PUENTES DE SALUD IS A NONPROFIT - SUPPORTED BY PENN MEDICINE - SERVING UNINSURED RESIDENTS OF PHILADELPHIA, HELPING PATIENTS WITH COMPLEX MEDICAL NEEDS NAVIGATE THE HEALTH CARE SYSTEM, ACCESS APPROPRIATE CARE, SCHEDULE APPOINTMENTS, AND OBTAIN SUPPORTIVE SERVICES. PENN MEDICINE'S LGBTQ+ PATIENT NAVIGATION PROGRAM ADVANCES HEALTH EQUITY BY HELPING LGBTQ+ PATIENTS ACCESS HIGH-QUALITY CARE. NAVIGATORS ASSIST WITH FINDING KNOWLEDGEABLE PROVIDERS, COORDINATING APPOINTMENTS, AND ADDRESSING INSURANCE AND SPECIALIZED CARE BARRIERS, FOSTERING TRUST AND ENSURING CARE IS RESPECTFUL AND RESPONSIVE TO THE UNIQUE NEEDS OF LGBTQ+ COMMUNITIES. THE CENTER FOR SURGICAL HEALTH (CSH) HELPS UNINSURED AND UNDERINSURED PATIENTS ACCESS NECESSARY SURGICAL CARE BY PROVIDING NAVIGATION THROUGHOUT THE SURGICAL JOURNEY AND ADDRESSING BARRIERS SUCH AS INSURANCE, LANGUAGE, TRANSPORTATION, AND CARE COORDINATION. WORKING WITH FINANCIAL ADVOCATES AND COMMUNITY PARTNERS, CSH INTEGRATES CLINICAL, FINANCIAL, AND SOCIAL SUPPORT TO ENSURE EQUITABLE ACCESS TO LIFESAVING AND LIFE-IMPROVING SURGERIES, ADVANCING HEALTH EQUITY AND REDUCING DISPARITIES IN OUR LOCAL COMMUNITIES.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	MAKING MENTAL HEALTHCARE MORE ACCESSIBLE PENN MEDICINE RECOGNIZES MENTAL HEALTH AS A CRITICAL NEED IN PHILADELPHIA AND IS COMMITTED TO PROVIDING HIGH-QUALITY, ACCESSIBLE, TEAM-BASED, AND CULTURALLY RESPONSIVE CARE, PARTICULARLY FOR VULNERABLE POPULATIONS IN OUR LOCAL COMMUNITIES. WE ALSO WORK TO EXPAND THE MENTAL HEALTH WORKFORCE AND ENHANCE SERVICES THROUGH COMMUNITY ENGAGEMENT, ADDRESSING THE MENTAL HEALTH ACCESS PRIORITY: THE HALL-MERCER COMMUNITY BEHAVIORAL HEALTH CENTER - WITHIN PENN MEDICINE - IS PENNSYLVANIA'S FIRST OUTPATIENT COMMUNITY MENTAL HEALTH CENTER AND SERVES INDIVIDUALS WITH MENTAL ILLNESS OR DEVELOPMENTAL DISABILITIES. PROVIDING COMPREHENSIVE SERVICES FOR ALL AGES, IT ADVANCES CARE AND ACCEPTANCE FOR PEOPLE WITH PSYCHIATRIC OR INTELLECTUAL DISABILITIES AND IS PART OF PHILADELPHIA'S NETWORK OF 11 COMMUNITY MENTAL HEALTH CENTERS. THE PENN CENTER FOR YOUTH AND FAMILY TRAUMA RESPONSE AND RECOVERY (CYFTRR) PROVIDES SPECIALIZED INTERVENTIONS FOR CHILDREN AND FAMILIES TO ADDRESS TRAUMA-RELATED PHYSICAL AND PSYCHOLOGICAL EFFECTS, SERVING AS THE ONLY EARLY-INTERVENTION PROVIDER OF ITS KIND IN THE PHILADELPHIA AREA. PENN PSYCHIATRY'S FELLOWSHIP IN COMMUNITY PSYCHIATRY IS A ONE-YEAR PROGRAM IN WHICH 4 BOARD-ELIGIBLE COMMUNITY FELLOWS PROVIDE ATTENDING-LEVEL SERVICES TO PARTNERING COMMUNITY AGENCIES, ENHANCING ACCESS TO PSYCHIATRIC CARE. PROVIDING QUALITY CARE FOR SUBSTANCE USE AND RELATED DISORDERS PHILADELPHIA CONTINUES TO BE SEVERELY AFFECTED BY THE OPIOID CRISIS. IN 2023, THE CITY RECORDED APPROXIMATELY 1,315 OVERDOSE DEATHS-THE SECOND-HIGHEST TOTAL ON RECORD-WITH MOST INVOLVING POLYSUBSTANCE EXPOSURES REFLECTING AN INCREASINGLY TOXIC DRUG SUPPLY. ALTHOUGH OVERDOSE DEATHS DECLINED SLIGHTLY IN 2024, DATA TENDS TO DEMONSTRATE THAT BLACK AND INDIGENOUS PEOPLE LIVING IN PHILADELPHIA CONTINUE TO EXPERIENCE DISPROPORTIONATE HARM RELATED TO SUBSTANCE USE AND RELATED DISORDERS, HIGHLIGHTING THE NEED FOR CULTURALLY RESPONSIVE, EQUITY-FOCUSED INTERVENTIONS. PENN MEDICINE REMAINS COMMITTED TO ADDRESSING THESE CHALLENGES BY EXPANDING ACCESS TO EVIDENCE-BASED TREATMENT, DELIVERING HIGH-QUALITY CARE IN THE NEIGHBORHOODS MOST AFFECTED, TRAINING HEALTH PROFESSIONALS IN ADDICTION MEDICINE, AND ADVOCATING FOR SYSTEMS-LEVEL SOLUTIONS THROUGH THE FOLLOWING STRATEGIES AND PROGRAMS: FOUNDED IN 2019, PENN MEDICINE'S CENTER FOR ADDICTION MEDICINE AND POLICY (CAMP) IS A MULTIDISCIPLINARY INITIATIVE ADVANCING EDUCATION, TREATMENT, AND RESEARCH IN ADDICTION MEDICINE. CAMP PARTNERS WITH RECOVERY SPECIALISTS AND STAFF ACROSS DISCIPLINES TO PROVIDE EVIDENCE-BASED, STIGMA-FREE CARE FOR PATIENTS WITH SUBSTANCE USE DISORDERS, EXPAND TREATMENT IN CLINICAL SETTINGS, AND DELIVER HARM REDUCTION AND OVERDOSE PREVENTION RESOURCES TO THE COMMUNITY. PENN MEDICINE INTEGRATES MEDICATION FOR OPIOID USE DISORDERS (MOUD) INTO PRIMARY CARE TO EXPAND ACCESS, REDUCE STIGMA, AND PROVIDE HARM REDUCTION SERVICES. SIX PHILADELPHIA PRACTICES NOW OFFER MOUD, TREATING OVER 800 PATIENTS WITH BUPRENORPHINE WITHIN ROUTINE PRIMARY CARE. PREVENTION POINT PHILADELPHIA (PPP), A NONPROFIT PUBLIC HEALTH ORGANIZATION, PROVIDES HARM REDUCTION SERVICES IN THE REGION. PENN MEDICINE SUPPORTS PPP THROUGH COUNSELING, CASE MANAGEMENT, LEGAL AID, AND OVERDOSE PREVENTION TRAINING, WHILE FACULTY AND RESIDENTS STAFF THE SANA CLINIC AND MOBILE UNIT TO DELIVER INTEGRATED HIV AND OUD CARE, INCLUDING FOR INDIVIDUALS EXPERIENCING STREET HOMELESSNESS. THE CARECONNECT WARMLINE, A PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, IS A SUBSTANCE USE NAVIGATION LINE THAT IMPROVES SAME-DAY ACCESS TO TREATMENT. LAUNCHED DURING THE COVID-19 PANDEMIC, IT RECENTLY EXPANDED TO INCLUDE CLINICAL CONSULTATIONS WITH EXPERTS IN PERINATAL SUD AND REPRODUCTIVE PSYCHIATRY FOR PHILADELPHIA AND SURROUNDING COUNTIES. OTHER PROGRAMS SUPPORTED BY PENN MEDICINE ADDRESS OPIOID AND SUBSTANCE USE DISORDERS THROUGH A COMPREHENSIVE, EQUITY-FOCUSED APPROACH THAT INTEGRATES PREVENTION, TREATMENT, AND RECOVERY SUPPORT. KEY INITIATIVES INCLUDE PERINATAL AND PRIMARY CARE MOUD PROGRAMS, MOBILE AND VIRTUAL HARM REDUCTION SERVICES, PEER NAVIGATION, AND JUSTICE-INVOLVED SUPPORT, ALONGSIDE SYSTEMWIDE EFFORTS LIKE THE ADDICTION MEDICINE CONSULT SERVICE AND OPIOID TASK FORCE TO STANDARDIZE CARE AND REDUCE OPIOID-RELATED HARM. EMERGENCY DEPARTMENT-BASED PROGRAMS EXPAND ACCESS TO TREATMENT AND SAFER-USE RESOURCES, WHILE DATA-DRIVEN STRATEGIES GUIDE EQUITABLE, EVIDENCE-BASED CARE. COLLECTIVELY, THESE PROGRAMS ADVANCE RECOVERY, CONNECT PATIENTS TO ESSENTIAL SERVICES, AND REDUCE DISPARITIES ACROSS THE COMMUNITY. PROVIDING CARE AND RESOURCES TO SUPPORT HEALTHY AGING PENN MEDICINE ADDRESSES THE GROWING NEEDS OF OLDER ADULTS-DEFINED AS AGE 65 AND OLDER-THROUGH PERSONALIZED CARE AND SPECIALIZED PROGRAMS VIA PENN GERIATRIC MEDICINE AND THE PENN MEMORY CENTER. THESE INITIATIVES PROVIDE COMPREHENSIVE TREATMENTS AND SUPPORT FOR AGING INDIVIDUALS, REFLECTING PENN MEDICINE'S COMMITMENT TO HEALTHY AGING AND RESPONSE TO THE "HEALTHY AGING" PRIORITY: PENN MEDICINE PARTICIPATES IN GUIDING AN IMPROVED DEMENTIA EXPERIENCE (GUIDE), A MEDICARE MODEL TO PROVIDE HIGH-QUALITY, AT-HOME CARE FOR PEOPLE WITH DEMENTIA WHILE SUPPORTING CAREGIVERS. GUIDE OFFERS PERSONALIZED DEMENTIA CARE, CAREGIVER RESOURCES, SOCIAL AND WELLNESS ACTIVITIES, RESPITE SERVICES, AND A DEDICATED CARE NAVIGATOR TO REDUCE STRESS AND MAXIMIZE TIME AT HOME. SUPPORTING OLDER ADULTS AT RISK (SOAR) HELPS OLDER ADULTS RETURN HOME SOONER AND RECOVER SAFELY THROUGH THREE PHASES: - PREPARE: GERIATRIC NURSE CONSULTANTS IDENTIFY ELIGIBLE PATIENTS, PERFORM ASSESSMENTS, AND CREATE TAILORED CARE PLANS WHILE KEEPING CARE TEAMS AND CAREGIVERS INFORMED. - TRANSITION: COLLABORATIVE DISCHARGE PLANNING ENSURES TIMELY HANDOFFS, TRANSPORTATION HOME, AND SAME- OR NEXT-DAY NURSING VISITS AND MEDICATION DELIVERY. - SUPPORT: PATIENTS RECEIVE HOME EVALUATIONS FOR THERAPY SERVICES, TELEMEDICINE MONITORING, VIRTUAL CASE MANAGEMENT, AND CONNECTION TO COMMUNITY RESOURCES TO SUPPORT RECOVERY AND INDEPENDENCE. RIDE4HEALTH MEDICAL TRANSPORTATION R4H HELPS REDUCE MISSED APPOINTMENTS-NEARLY FOUR MILLION ANNUALLY-BY PROVIDING TRANSPORTATION FOR OLDER ADULTS FACING BARRIERS. WITH THE SENIOR POPULATION SET TO DOUBLE, PENN MEDICINE OUTPATIENT PRACTICES PARTNER WITH R4H TO ENSURE TIMELY ACCESS TO CARE FOR THIS SPECIAL POPULATION. HOSPITAL ELDER LIFE PROGRAM (HELP) IS AN EVIDENCE-BASED, NONPHARMACOLOGICAL PROGRAM FOR HOSPITALIZED PATIENTS OVER 70, DESIGNED TO PREVENT DELIRIUM, FUNCTIONAL DECLINE, AND FALLS. ESTABLISHED IN 1999 BY DR. SHARON INOUYE, IT IS WIDELY STUDIED AND ENDORSED BY THE AMERICAN GERIATRICS SOCIETY. IMPLEMENTED IN HOSPITAL MEDICINE, ONCOLOGY, AND HEART FAILURE UNITS, INTERVENTIONS INCLUDE DAILY VISITS, THERAPEUTIC ACTIVITIES, MOBILITY SUPPORT, AND ASSISTANCE WITH VISION, HEARING, FEEDING, AND FLUIDS. PENN MEDICINE'S PROGRAM USES PAID STUDENT GERIATRIC ASSOCIATES, JUNIOR AND SENIOR NURSING STUDENTS, RATHER THAN VOLUNTEERS. HELP PROMOTES INDEPENDENCE, PERSON-CENTERED CARE, SAFE TRANSITIONS HOME, REDUCED READMISSIONS, AND COST-EFFECTIVE RESOURCE USE. ADDITIONALLY, PENN MEMORY CENTER CONCENTRATES ON THE FOLLOWING PROGRAMS TO SUPPORT OUR NEIGHBORS WITH COGNITIVE IMPAIRMENT AND THEIR CAREGIVERS: - GRIEF YOGA: RESTORATIVE CLASSES FOR CAREGIVERS TO REFLECT, CONNECT, AND FIND RELEASE. - MEMORY CAF: MONTHLY POP-UP GATHERINGS WITH MUSIC, EXPERT TALKS, AND SOCIAL CONNECTION. - CREATIVE EXPRESSION THROUGH MUSIC: INTERACTIVE MUSIC COMPOSITION SESSIONS LED BY CURTIS INSTITUTE MUSICIANS. - COGNITIVE FITNESS PROGRAM: LAUNCHED IN 2017 FOR ADULTS WITH MILD COGNITIVE IMPAIRMENT, OFFERING SKILLS, THERAPY, AND SOCIAL GROUP OPTIONS - MINDFULNESS MEDITATION: SHORT EXERCISES FOR INDIVIDUAL OR GROUP PRACTICE. - COGNITIVE COMEDY: FREE IMPROV-BASED SESSIONS PROMOTING SOCIAL ENGAGEMENT AND COGNITIVE STIMULATION. - THE CARING COLLECTIVE: STRUCTURED MATCHING OF FORMER AND SEASONED FAMILY CAREGIVERS WITH CURRENT FAMILY CAREGIVERS TO PROVIDE SUPPORT THROUGH THEIR CAREGIVING JOURNEY. ENSURING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES IN HEALTHCARE EFFECTIVE CLINICIAN-PATIENT COMMUNICATION IS ESSENTIAL FOR EQUITABLE CARE, YET LANGUAGE BARRIERS AND CULTURAL DIFFERENCES CAN DISCOURAGE PATIENTS FROM SEEKING CARE. NEARLY 10% OF PHILADELPHIANS REPORT LIMITED ENGLISH PROFICIENCY, CREATING CHALLENGES IN ACCESS AND QUALITY OF HEALTH SERVICES. PENN MEDICINE ADDRESSES THIS THROUGH HIGH-QUALITY LANGUAGE SERVICES, INCLUDING ORAL INTERPRETATION AND WRITTEN TRANSLATION, AND BY ASSESSING INTERPRETER NEEDS DURING SCHEDULING. RECOGNIZING THE IMPACT OF CULTURAL IDENTITY, RELIGIOUS NORMS, AND STIGMA, PENN MEDICINE INTEGRATES LANGUAGE SUPPORT WITH CULTURALLY RESPONSIVE CARE TO REDUCE BARRIERS, FOSTER TRUST, AND ENSURE ALL FEEL VALUED AND SUPPORTED THROUGH THE FOLLOWING INITIATIVES:
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	PENN MEDICINE STAFF USE CYRACOM MOBILE TABLETS FOR QUICK, HIPAA-COMPLIANT INTERPRETATION IN MULTIPLE LANGUAGES, INCLUDING SPANISH, ARABIC, ASL, AND RUSSIAN, SERVING NON-ENGLISH SPEAKERS AND THE DEAF OR HARD-OF-HEARING, SUPPORTING EQUITABLE HEATH CARE DELIVERY. THE REFUGEE CLINIC AT PENN PRESBYTERIAN MEDICAL CENTER PROVIDES INITIAL AND FOLLOW-UP HEALTH ASSESSMENTS FOR REFUGEES, OFFERING NEEDED CULTURALLY SENSITIVE CARE IN PARTNERSHIP WITH VARIOUS AGENCIES, TRANSLATORS, AND PHYSICIANS FAMILIAR WITH REFUGEE HEALTH. THE PENN MEDICINE LGBTQ+ HEALTH PROGRAM SUPPORTS ACCESS, QUALITY, AND PATIENT EXPERIENCE FOR LGBTQ+ PATIENTS. PROVIDERS DELIVER CULTURALLY COMPETENT CARE, AND THE PATIENT NAVIGATION PROGRAM CONNECTS PATIENTS TO OUTPATIENT OR SPECIALTY CARE WHILE OFFERING SYSTEM-WIDE SUPPORT. CHAPLAINS WITHIN PENN MEDICINE PASTORAL CARE AND EDUCATION PROVIDE CULTURALLY COMPETENT, INTERFAITH SPIRITUAL SUPPORT TO HELP PATIENTS COPE WITH ILLNESS. ACCREDITED BY ACPE, THE PROGRAM INCLUDES CHAPELS AND PRAYER ROOMS FOR PATIENTS, VISITORS, AND STAFF. FINALLY, PENN MEDICINE DIETARY SERVICES OFFERS CUSTOMIZED DIETARY OPTIONS RESPECTING RELIGIOUS AND CULTURAL PREFERENCES, INCLUDING KOSHER, HALAL, VEGETARIAN, AND OTHER MEALS AVAILABLE UPON REQUEST ENSURING CULTURAL SENSITIVITY FOR OUR PATIENTS. IMPROVING ACCESS TO FOOD FOOD INSECURITY AND LIMITED ACCESS TO FRESH, AFFORDABLE PRODUCE REMAIN CRITICAL ISSUES IN PENN MEDICINE'S PHILADELPHIA COMMUNITY, PARTICULARLY IN FOOD DESERTS AND AREAS WHERE SNAP AND WIC ARE NOT ACCEPTED. HOUSING INSTABILITY AND NEIGHBORHOOD SAFETY FURTHER UNDERSCORE THE NEED FOR COMMUNITY-DRIVEN SOLUTIONS ADDRESSING SOCIAL DETERMINANTS OF HEALTH. THE BELOW PROGRAMS REPRESENTING COMMUNITY INVESTMENTS OF PENN MEDICINE RESPOND TO THE FOOD ACCESS PRIORITY: HUP HARVEST: PARTNERS WITH PHILABUNDANCE TO PROVIDE 500+ POUNDS OF FOOD WEEKLY, EXPANDED TO HUP-CEDAR, OFFERING CLIENT-CHOICE SHOPPING FOR PATIENTS AND STAFF. MARKET ON 8TH STREET: SERVES PATIENTS AND COMMUNITY MEMBERS WITH PRE-MADE GROCERY BAGS AND REFERRAL-BASED PICKUP. FOOD FOR HEALTH: MATERNAL HEALTH PROGRAM PROVIDING NUTRITION EDUCATION AND CHW SUPPORT FOR PATIENTS EXPERIENCING FOOD INSECURITY, SOURCING FOOD FROM HUP HARVEST. FOOD ACCESS SUPPORT TECHNOLOGY (FAST): CHEA-DEVELOPED PLATFORM CONNECTING HEALTH SYSTEMS, FOOD ACCESS ORGANIZATIONS, AND MINORITY-OWNED BUSINESSES TO STREAMLINE FOOD DELIVERY TO VULNERABLE HOUSEHOLDS. FOOD CONNECT: CONTRACTED BY HUP, THIS COMMUNITY-BASED FOOD RELIEF DELIVERS WEEKLY FOOD FROM HUP HARVEST TO PATIENTS' HOMES. SHARING EXCESS: PARTNERING WITH PENN MEDICINE, THIS NATIONAL PROGRAM PROVIDES RESCUED RETAIL PRODUCE TO OUR FOOD BANKS READY FOR DISTRIBUTION TO OUR LOCAL COMMUNITY. PENN MEDICINE ASSIST PROGRAM: A HIGH-PROFILE PARTNERSHIP, PENN MEDICINE DONATES FOOD TO PHILABUNDANCE FOR EACH PHILADELPHIA FLYERS ASSIST. FOR FY25, 12,090 POUNDS OF FOOD WAS DONATED FOR LOCAL COMMUNITIES. CHOSEN 300: SUPPORTED BY PENN MEDICINE WITH FUNDING AND VOLUNTEER EFFORTS, THIS NONPROFIT SERVES HOT MEALS FIVE DAYS A WEEK AT TWO PHILADELPHIA LOCATIONS. GOOD FOOD, HEALTHY HOSPITALS: ALL PHILADELPHIA HOSPITALS MAINTAIN HEALTHIER AND SUSTAINABLE FOOD OPTIONS; HUP AND PENNSYLVANIA HOSPITAL RECEIVED PUBLIC HEALTH FUNDING FOR FOOD BANKS. MANNA: DELIVERS MEDICALLY TAILORED MEALS TO SUPPORT PATIENT HEALTH POST-DISCHARGE. IMPROVING CONDITIONS OF HOUSING AND NEIGHBORHOODS IN OUR LATEST CHNA, COMMUNITY MEMBERS HIGHLIGHTED CHALLENGES INCLUDING AFFORDABLE HOUSING SHORTAGES, EVICTIONS, UNSAFE LIVING CONDITIONS, AND ENVIRONMENTAL HAZARDS, PARTICULARLY AFFECTING OLDER ADULTS, VETERANS, AND OTHER POPULATIONS. IN RESPONSE, PENN MEDICINE SUPPORTS PROGRAMS THAT IMPROVE ACCESS TO SAFE HOUSING, ENHANCE NEIGHBORHOOD ENVIRONMENTS, AND FOSTER HEALTHIER, MORE CONNECTED COMMUNITIES. THE FOLLOWING INITIATIVES FOCUS ON CREATING SAFE, CLEAN, AND ACCESSIBLE SPACES, WHILE ADDRESSING UNDERLYING SOCIAL AND STRUCTURAL BARRIERS TO HEALTH: PENN CENTER OF EXCELLENCE IN ENVIRONMENTAL TOXICOLOGY (CEET) ENGAGES WITH REGIONAL COMMUNITIES TO ADDRESS ENVIRONMENTAL HEALTH CONCERNS, INCLUDING AIR POLLUTION AND LUNG HEALTH, AND COLLABORATES WITH LOCAL STAKEHOLDERS TO REDUCE EXPOSURE TO AIRBORNE TOXINS. ADVOCACY EFFORTS SUPPORT POLICY AND REGULATORY IMPROVEMENTS AT LOCAL, STATE, AND FEDERAL LEVELS. A $6 MILLION COMMUNITY-ACADEMIC COLLABORATIVE LED BY PENN'S URBAN HEALTH LAB, DEEPLY ROOTED PROMOTES HEALTH AND WELL-BEING THROUGH GREEN SPACE EXPANSION, YOUTH WORKFORCE DEVELOPMENT, AND ENVIRONMENTAL JUSTICE. THE INITIATIVE HAS PLANTED OVER 1,000 TREES, STABILIZED 1,073 VACANT LOTS, AWARDED $212,000 IN COMMUNITY GREEN GRANTS, AND IS DEVELOPING SIX COMMUNITY-LED MINI-PARKS. EXPANSION PLANS WILL CONNECT GREEN SPACES ACROSS EIGHT WEST AND SOUTHWEST PHILADELPHIA NEIGHBORHOODS. PENN MEDICINE IS REDUCING ITS ENVIRONMENTAL FOOTPRINT THROUGH ITS CLIMATE AND SUSTAINABILITY ACTION PLAN (CSAP) WITH GOALS TO HALVE EMISSIONS BY 2030 AND ACHIEVE NET-ZERO BY 2042. ACTIONS INCLUDE INCREASING RENEWABLE ENERGY USE, PHASING OUT ENVIRONMENTALLY HARMFUL ANESTHETIC GASES, REDUCING SURGICAL WASTE, AND PROMOTING RECYCLING AND REUSE. FINALLY, PENN MEDICINE SEEKS OUT TARGETED PARTNERSHIPS WITH ORGANIZATIONS SUCH AS A HOME IS A RIGHT AND THE AMERICAN RED CROSS TO SUPPORT THIS COMMUNITY HEALTH NEED BY SUPPORTING EMERGENCY SHELTER, TRANSITIONAL HOUSING, AND WRAPAROUND SERVICES FOR VULNERABLE POPULATIONS ACROSS SOUTHEASTERN PENNSYLVANIA. YOUTH COMMUNITY HEALTH PRIORITIES THE 2025 CHNA IDENTIFIED YOUTH-FOCUSED PRIORITIES BASED ON INPUT FROM SCHOOLS, YOUTH-SERVING ORGANIZATIONS, AND YOUNG RESIDENTS THEMSELVES. YOUTH HIGHLIGHTED COMMUNITY STRENGTHS SUCH AS SUPPORTIVE RELATIONSHIPS AND ACCESS TO PARKS AND SCHOOLS, ALONGSIDE CHALLENGES INCLUDING BULLYING, GUN VIOLENCE, MENTAL HEALTH NEEDS, AND LIMITED ACCESS TO FOOD, SAFE TRANSPORTATION, AND QUALITY EDUCATION. THE YOUTH ALSO OFFERED SOLUTIONS, EMPHASIZING THE NEED FOR MENTAL HEALTH SUPPORT, SAFER NEIGHBORHOODS, STRONGER SCHOOLS, AND PROGRAMS THAT PREPARE THEM FOR FUTURE SUCCESS. THE BELOW PROGRAMS ARE SPONSORED BY PENN MEDICINE IN AN EFFORT TO RELIEVE THESE RESPECTIVE COMMUNITY NEEDS WITHIN OUR YOUTH COMMUNITIES: MENTAL HEALTH SERVICES: - HUP-CEDAR MENTAL HEALTH HUB IS A LICENSED CRISIS INTERVENTION FACILITY PROVIDING TRIAGE, EVALUATION, TREATMENT, AND SOCIAL SUPPORT FOR SERIOUS PSYCHIATRIC CONDITIONS AND SUBSTANCE USE, WITH SEAMLESS TRANSITIONS TO INPATIENT CARE. THE CO-LOCATION OF THE PENN MEDICINE CRISIS RESPONSE CENTER (CRC) WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S CRC AND CRISIS STABILIZATION UNIT AND INPATIENT HOSPITAL CARE ENABLE A SEAMLESS TRANSITION OF CARE FOR PATIENTS ACROSS THE AGE CONTINUUM, ELIMINATING THE WAIT TIME AND ADDITIONAL STEPS REQUIRED TO TRANSFER PATIENTS TO INPATIENT UNITS AT OTHER FACILITIES-A COMMON OCCURRENCE IN A CITY WHERE EMERGENCY PSYCHIATRIC RESOURCES REMAIN IN SHORT SUPPLY. - HALL-MERCER COMMUNITY MENTAL HEALTH CENTER, UNDER THE PENN MEDICINE UMBRELLA, PROVIDES OUTPATIENT EVALUATIONS AND TREATMENT FOR CHILDREN AND ADOLESCENTS, INCLUDING SPECIALTY PROGRAMS SUCH AS THE CONNECTION CLINIC, EARLY CHILDHOOD PROGRAM (AUTISM SUPPORT), PHIICAPS (TRAUMA-INFORMED HOME-BASED THERAPY), PHIIPATCH (ANXIETY/OCD SUPPORT), JCAPS (JUVENILE JUSTICE-FOCUSED THERAPY), AND PATCH (ANXIETY TREATMENT). - PENN INTEGRATED CARE (PIC) IS A COLLABORATIVE CARE MODEL INTEGRATING MENTAL AND PHYSICAL HEALTH IN PRIMARY CARE WITHIN OUR HEALTH SYSTEM. - OPERATED BY PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, THE WELLNESS CENTER AT WEST PHILADELPHIA HIGH SCHOOL PROVIDES BEHAVIORAL HEALTH ASSESSMENT, COUNSELING, MEDICATION MANAGEMENT, AND REFERRALS FOR STUDENTS. RESOURCE NAVIGATION: - PA NAVIGATE: ONLINE TOOL CONNECTING YOUTH TO COMMUNITY RESOURCES INCLUDING FOOD, SHELTER, AND TRANSPORTATION. BULLYING AND VIOLENCE PREVENTION: - OPERATED BY THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH'S CENTER FOR PUBLIC HEALTH AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIP IN 3 PARTNER WEST PHILADELPHIA SCHOOLS, THE HEALTH AND HUMAN DEVELOPMENT PROGRAM IS A SCHOOL-BASED CURRICULUM ADDRESSING BULLYING, HEALTHY RELATIONSHIPS, SEXUAL HEALTH, AND ONLINE SAFETY. - THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM (PTVRP) IS A HOSPITAL-BASED INTERVENTION FOR YOUTH INJURED BY VIOLENCE, PROVIDING TRAUMA-INFORMED CARE, PSYCHOSOCIAL SUPPORT, AND WRAPAROUND SERVICES INCLUDING HOUSING ASSISTANCE. PHYSICAL ACTIVITY & WELLNESS: - COMMUNITY PARTNERSHIPS FOR WELLNESS (CP4W): SCHOOL- AND COMMUNITY-BASED PREVENTIVE CARE, HEALTH EDUCATION, AND ACCESS TO ATHLETIC ACTIVITIES FOR YOUTH. PROVIDES SCHOOL-BASED HEALTH SERVICES, OVER 1,000 SPORTS PHYSICALS ANNUALLY, AND MOBILE CARE AT 20+ PARTNER SCHOOLS.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	YOUTH ENGAGEMENT & WORKFORCE DEVELOPMENT: - PUBLIC HEALTH PIPELINE PLUS (PHPP) AND PIPELINE PROGRAMS: SUMMER INTERNSHIPS, MENTORSHIP, AND HANDS-ON PUBLIC HEALTH EXPERIENCES FOR HIGH SCHOOL STUDENTS. - PENN MEDICINE PATHWAYS-EMERGING CAREERS AND PIPELINE PLUS: CAREER EXPOSURE, MENTORSHIP, AND TUITION BENEFITS FOR HIGH SCHOOL GRADUATES ENTERING HEALTH SYSTEM ROLES. - ASPIRE NURSE SCHOLARS PROGRAM: INTRODUCES HIGH SCHOOL STUDENTS TO NURSING CAREERS, WITH MENTORSHIP, STIPENDS, AND PATHWAYS TO COLLEGE AND HOSPITAL EMPLOYMENT. - PENN PRESBYTERIAN MEDICAL CENTER EMERGING CAREER PIPELINE: TRAINS LOCAL HIGH SCHOOL GRADUATES FOR HOSPITAL CAREERS, PROVIDING COACHING, TRAINING, AND MENTORSHIP. IN ADDITION TO THE SECTION 501(R) COMMUNITY HEALTH NEEDS ASSESSMENT INFORMATION OUTLINED IN THIS FORM 990, SCHEDULE H, PART V, DOYLESTOWN HOSPITAL CONDUCTS REGULAR REVIEWS OF HEALTHCARE UTILIZATION IN ITS SERVICE AREA FOR BOTH CLINICAL QUALITY AND TO DETERMINE PATIENT PREFERENCES. CURRENT DATA ON SERVICE LINE UTILIZATION (CARDIOLOGY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, ETC.) IS USED TO FORECAST HEALTHCARE NEEDS, TO ESTIMATE PROJECTED INPATIENT AND OUTPATIENT ACTIVITY, AND TO PLAN FOR CAPITAL AND STAFF RESOURCES TO BETTER MEET THE NEEDS OF OUR PATIENTS. REAL-TIME REVIEWS OF QUALITY INDICATORS HELP TO IMPROVE SYSTEMS AND PROCESSES. PATIENT AND VISITOR FEEDBACK, ALONG WITH QUARTERLY REVIEWS OF PATIENT SATISFACTION AND EXPERIENCE SURVEYS FOR EACH UNIT OF THE HOSPITAL, ARE INSTRUMENTAL IN PROCESS AND QUALITY IMPROVEMENT INITIATIVES. EVERY TWO YEARS, DOYLESTOWN HOSPITAL CONDUCTS A SURVEY OF COMMUNITY MEMBERS, MEDICAL STAFF AND HOSPITAL BOARD MEMBERS AS PART OF ITS MEDICAL STAFF DEVELOPMENT PLAN. RESPONSES TO THE SURVEY ARE THE BASIS FOR IDENTIFYING GAPS IN SPECIALIST AND/OR PRIMARY CARE MEDICAL SERVICES. THE SURVEYS HELP GUIDE THE MEDICAL STAFF DEVELOPMENT COMMITTEE IN REVIEWING APPLICATIONS FOR MEMBERSHIP, AND DIRECT RECRUITING EFFORTS FOR SPECIALTIES IDENTIFIED BY THE SURVEY RESPONDENTS. IN ADDITION, DOYLESTOWN HOSPITAL COOPERATES CLOSELY WITH THE BUCKS COUNTY DEPARTMENT OF HEALTH AND COMMUNITY PHYSICIANS TO MONITOR THE HEALTH NEEDS OF THE POPULATION. AMONG THE MANY COMMUNITY HEALTH ORGANIZATIONS DOYLESTOWN HOSPITAL WORKS WITH AND SUPPORTS, IS THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP, A COLLABORATION OF THE SEVEN HOSPITALS IN BUCKS COUNTY, ALONG WITH THE COUNTY HEALTH DEPARTMENT, BUCKS COUNTY MEDICAL SOCIETY, CENTRAL BUCKS SCHOOL DISTRICT AND BUCKS COUNTY AREA AGENCY ON AGING. DOYLESTOWN HOSPITAL WAS A FOUNDING MEMBER OF THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP. TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://WWW.PENNMEDICINE.ORG/NEWS/COMMUNITY-IMPACT --------------------
PART VI, LINE 3(PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE)	UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN (INCLUDING LIMITED ENGLISH PROFICIENCY), ETHNICITY, RELIGION, CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE, ANCESTRY, SEXUAL ORIENTATION, GENETIC INFORMATION, CULTURE, SOCIOECONOMIC STATUS, DOMESTIC OR SEXUAL VIOLENCE VICTIM STATUS, SOURCE OF INCOME, SOURCE OF PAYMENT, OR VETERAN STATUS. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.DOYLESTOWNHEALTH.ORG/PATIENTS-AND-VISITORS/ BILLING-AND-FINANCE https://www.pennmedicine.org/patient-resources/policies/ --------------------
PART VI, LINE 4 (COMMUNITY INFORMATION)	UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD, DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS, AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. DOYLESTOWN HOSPITAL SERVES A GEOGRAPHIC AREA THAT SPANS RURAL AND SUBURBAN TOWNSHIPS AND DENSELY POPULATED TOWNS. IT IS SITUATED IN DOYLESTOWN TOWNSHIP, ON THE BORDER WITH DOYLESTOWN BOROUGH, THE BUCKS COUNTY SEAT OF GOVERNMENT. BUCKS COUNTY IS AMONG THE MOST POPULATED AND FASTEST GROWING COUNTIES IN PENNSYLVANIA. --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH)	DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION)	THIS ORGANIZATION IS AN AFFILIATE OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSRY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 116 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. - PENN MEDICINE DOYLESTOWN HEALTH - ON APRIL 1, 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA AND DOYLESTOWN HEALTH ENTERED INTO AN AFFILIATION AGREEMENT WITH DOYLESTOWN HEALTH FOUNDATION (THE "FOUNDATION"), DOYLESTOWN HOSPITAL (THE "HOSPITAL"), AND DOYLESTOWN HEALTH PHYSICIANS ("DH PHYSICIANS TOGETHER WITH THE FOUNDATION AND THE HOSPITAL, "DOYLESTOWN HEALTH"), PURSUANT TO WHICH DOYLESTOWN BECAME A CLINICAL COMPONENT OF PENN MEDICINE THROUGH A MEMBERSHIP SUBSTITUTION IN WHICH THE UNIVERSITY BECAME THE SOLE MEMBER OF THE HOSPITAL, AND THE HOSPITAL BECAME THE SOLE MEMBER OF THE FOUNDATION AND DH PHYSICIANS. --------------------
PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT)	N/A

Schedule H (Form 990) 2024

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
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Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
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Attach to Form 990.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

Questions Regarding Compensation

Yes

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

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

Travel for companions Payments for business use of personal residence

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

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

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

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

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

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

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

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

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

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

Yes

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

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

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

Cat. No. 50053T

Schedule J (Form 990) (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)
1JAMES BALLINGHOFF RNMSNMBA BOARD MEMBER; CNO UNTIL 9/24	(i) (ii)	413,058 ------------- 0	171,413 ------------- 0	21,591 ------------- 0	63,960 ------------- 0	12,013 ------------- 0	682,035 ------------- 0	0 ------------- 0
2JACK ENDE MD BOARD MEMBER	(i) (ii)	0 ------------- 277,251	0 ------------- 44,986	0 ------------- 53,513	0 ------------- 33,608	0 ------------- 26,624	0 ------------- 435,982	0 ------------- 0
3VINAL PATEL MEDICAL LAB. SCIENTIST II	(i) (ii)	206,476 ------------- 0	0 ------------- 0	59 ------------- 0	0 ------------- 0	27,887 ------------- 0	234,422 ------------- 0	0 ------------- 0
4GENE GOFMAN MBA ASST. CONTROLLER/SECRETARY	(i) (ii)	282,719 ------------- 0	71,635 ------------- 0	446 ------------- 0	0 ------------- 0	30,151 ------------- 0	384,951 ------------- 0	0 ------------- 0
5NISHAMINY KASBEKAR CHIEF PHARMACY OFFICER	(i) (ii)	241,294 ------------- 0	66,518 ------------- 0	598 ------------- 0	0 ------------- 0	29,934 ------------- 0	338,344 ------------- 0	0 ------------- 0
6KEITH KASPER CONTR.; EX-OFFICIO UNTIL 7/24	(i) (ii)	0 ------------- 1,004,092	0 ------------- 1,531,258	0 ------------- 227,425	0 ------------- 218,400	0 ------------- 19,135	0 ------------- 3,000,310	0 ------------- 189,584
7KIMBERLY A DEPPERT ASSOC. EXEC DIR. CARD SRVCS	(i) (ii)	282,481 ------------- 0	66,619 ------------- 0	0 ------------- 0	0 ------------- 0	12,240 ------------- 0	361,340 ------------- 0	0 ------------- 0
8KEVIN B MAHONEY EX-OFFICIO MEMBER	(i) (ii)	0 ------------- 1,880,100	0 ------------- 1,029,800	0 ------------- 44,887	0 ------------- 352,800	0 ------------- 21,577	0 ------------- 3,329,164	0 ------------- 0
9ROBERT J RUSSELL MPANHAFACHE INTERIM CEO; EX-OFFICIO MEMBER	(i) (ii)	0 ------------- 494,720	0 ------------- 225,750	0 ------------- 26,599	0 ------------- 75,000	0 ------------- 21,626	0 ------------- 843,695	0 ------------- 0
10S SIU MD PHYSICIAN ADVISOR	(i) (ii)	315,445 ------------- 0	53,239 ------------- 0	460 ------------- 0	0 ------------- 0	19,875 ------------- 0	389,019 ------------- 0	0 ------------- 0
11MICHELE M VOLPE COO UPHS; EX-OFFICIO MEMBER	(i) (ii)	0 ------------- 861,252	0 ------------- 414,596	0 ------------- 206,608	0 ------------- 0	0 ------------- 12,018	0 ------------- 1,494,474	0 ------------- 176,800
12NICOLE HOKE DNP RN CCNS CCRN CNO AS OF 8/24; MEM AS OF 9/24	(i) (ii)	260,688 ------------- 0	63,785 ------------- 0	255 ------------- 0	0 ------------- 0	6,700 ------------- 0	331,428 ------------- 0	0 ------------- 0
13THEODORE BUTCHER CARDIOLOGIST	(i) (ii)	266,741 ------------- 0	0 ------------- 0	993 ------------- 0	0 ------------- 0	31,447 ------------- 0	299,181 ------------- 0	0 ------------- 0
14JULIA W PUCHTLER CONTR.; EX-OFFICIO AS OF 7/24	(i) (ii)	0 ------------- 579,435	0 ------------- 183,820	0 ------------- 90,176	0 ------------- 70,700	0 ------------- 19,516	0 ------------- 943,647	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
SCHEDULE J, PART I, LINE 3	TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
SCHEDULE J, PART, I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: BALLINGHOFF, JAMES - NO DISTRIBUTION KASPER, KEITH - $189,584 PUCHTLER, JULIA W. - $66,211 RUSSELL, ROBERT J. - NO DISTRIBUTION VOLPE, MICHELE M. - $176,800 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR THE CHIEF EXECUTIVE OFFICER OF THE HEALTH SYSTEM. VESTING IN THE SERP OCCURS ON JUNE 30, 2027 OR UPON THE OCCURRENCE OF CERTAIN EVENTS (DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MAHONEY, KEVIN - NO DISTRIBUTION THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: ENDE, JACK - NO DISTRIBUTION ------------------------------
SCHEDULE J, PART I, LINE 7	PROVISION OF NON-FIXED PAYMENTS PRESBYTERIAN MEDICAL CENTER PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------

Schedule J (Form 990) (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
PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number
23-2810852

Part Ⅰ

Bond Issues

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

Part Ⅱ

Proceeds

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

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

Cat. No. 50193E

Schedule K (Form 990) (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? .............
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........

Part Ⅳ

Arbitrage

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

Schedule K (Form 990) (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?
b Name of provider ..........
c Term of hedge .........
d Was the hedge superintegrated? ......
e Was the hedge terminated? ........
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?
b Name of provider ..........
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?
7 Has the organization established written procedures to monitor the requirements of section 148? ...

Part Ⅴ

Procedures To Undertake Corrective Action

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

Part Ⅵ

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

Return Reference

Explanation

SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS

FORM 990, SCHEDULE K PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2015 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $23,165,618 AS OF JUNE 30, 2025. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $2,444,015 AS OF JUNE 30, 2025. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $7,010,117 AS OF JUNE 30, 2025. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $14,420,017 AS OF JUNE 30, 2025. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $14,367,742 AS OF JUNE 30, 2025.

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

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

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Return Reference	Explanation
FORM 990, PART III, LINE 4A	DETAIL OF PROGRAM SERVICE ACCOMPLISHMENTS PRESBYTERIAN MEDICAL CENTER (PPMC OR PENN PRESBYTERIAN) IS A 364-BED ACADEMIC MEDICAL CENTER, WHICH IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS). PPMC'S SPECIALTIES INCLUDE ANESTHESIA, DERMATOLOGY, EMERGENCY MEDICINE, MEDICAL IMAGING, MEDICINE, NEUROLOGY, GYNECOLOGY, OPHTHALMOLOGY, SURGERY, ORTHOPEDIC SURGERY AND CARDIOLOGY. IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. IN FISCAL YEAR 2025, PENN MEDICINE PROVIDED $425.8 MILLION IN CHARITY AND UNDERFUNDED CARE FOR FAMILIES ON MEDICAID. ADDITIONALLY, FOR FISCAL YEAR 2025, PENN PRESBYTERIAN ADMITTED 17,256 ADULT PATIENTS AND 48,753 EMERGENCY ROOM VISITS. I. COMMUNITY OUTREACH COMMUNITY OUTREACH IS AT THE CORE OF THE WORK DONE AT PPMC. PPMC IS COMMITTED TO ITS SURROUNDING COMMUNITY AND SEEKS TO MAKE AN IMPACT THROUGH COMMUNITY EDUCATION AND INTERVENTION IN A NUMBER OF AREAS. PENN TRAUMA, PENN PRESBYTERIAN OUTREACH COUNCIL, AND STROKE EDUCATION TEAM ROUTINELY WORK CLOSELY WITH COMMUNITY PARTNERS FOR HEALTH EDUCATION AND IMPROVEMENT. PENN TRAUMA: PENN TRAUMA IS COMMITTED TO THE COMMUNITY IMMEDIATELY SURROUNDING PENN PRESBYTERIAN. REPRESENTATIVES FROM PENN TRAUMA SEEK TO DECREASE TRAUMA THROUGH COMMUNITY EDUCATION AND INTERVENTION. THE FOLLOWING COMMUNITY BENEFIT ACTIVITIES WERE LOGGED FOR FY25: 63 STOP THE BLEED TRAININGS WERE HELD IN THE SURROUNDING AREA WITH THE VAST MAJORITY OF TRAININGS HELD IN THE IMMEDIATE SERVICE AREA OF WEST AND SOUTHWEST PHILADELPHIA. 507 RESIDENTS WERE TRAINED AT THESE EVENTS HOSTED IN COLLABORATION WITH COMMUNITY-BASED ORGANIZATIONS. FURTHER PARTICIPATION IN COMMUNITY EVENTS FOR FY25 INCLUDE HOPEPHL'S LANCASTER AVE JAZZ FEST & HEALTH FAIR DAY, STOP THE BLEED FILMING, ROUNDTABLES ON VIOLENCE PREVENTION, WORK WITH PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION, AND PENN NURSING COMMUNITY DAY AT MALCOLM X PARK (FALLS PREVENTION). IN ADDITION, PENN TRAUMA HONORED WEAR ORANGE FOR GUN VIOLENCE PREVENTION ON JUNE 7, 2025, BY BRINGING AWARENESS ON GUN VIOLENCE PREVENTION AND REMEMBRANCE FOR THE LIVES LOST AND FOREVER CHANGED BY GUN VIOLENCE BY HOSTING A COMMUNITY CLEAN UP IN WEST PHILADELPHIA. ADDITIONALLY, PENN TRAUMA REMAINED IN PARTNERSHIP WITH THE FOLLOWING COMMUNITY ACTION GROUPS THROUGHOUT FY25: PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION AND PENNSYLVANIA DIVISION OF AMERICAN TRAUMA SOCIETY, BOTH OF WHICH ARE COMMITTEES COMPRISED OF INJURY PREVENTION COORDINATORS FROM TRAUMA CENTERS ACROSS PENNSYLVANIA. PHILADELPHIA HOSPITAL-BASED INTERVENTION PROGRAM COLLABORATIVE, A COLLABORATION OF PHILADELPHIA AREA HOSPITAL-BASED INTERVENTION PROGRAM WHOSE MISSION IS TO IMPROVE OUTCOMES AND SUPPORT ALL HOSPITALS' PROGRAMS SAFE FIREARM STORAGE COLLABORATION WITH CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP): THIS COLLABORATION REFERS TO THE SAFE FIREARM STORAGE PROGRAM WHERE REFERRALS FOR PARENTS OF CHILDREN WHO ARE SEEN BY A CHOP PRIMARY CARE PHYSICIAN ARE MADE IN ORDER TO RECEIVE A SAFE, AND SAFE FIREARM HANDLING AND STORAGE MATERIAL. ALSO, GUN SAFES ARE DISTRIBUTED AT NO COST THROUGH CHOP'S SAFETY STORE. THE PENN TRAUMA TEAM ALSO SUPPORTS OTHER CENTERS IN ESTABLISHING HOSPITAL-BASED INTERVENTION PROGRAMS. FOR FY25, THE TEAM CONSULTED WITH LEADERSHIP AT READING HOSPITAL. ALSO, THE TEAM MAINTAINED THE VIRTUAL TAI CHI FOR FALL PREVENTION PROGRAM. THIS PROGRAM WAS DESIGNED WITH THE STRENGTHS AND WEAKNESSES OF OUR COMMUNITY IN MIND. FINALLY, PENN TRAUMA VIOLENCE RECOVERY PROGRAM, WHICH STARTED IN 2021, AS THE HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAM (HVIP), WAS CREATED TO PROVIDE INJURED INDIVIDUALS WITH THE SUPPORT THEY NEED TO THRIVE AFTER A VIOLENT INJURY THROUGH PSYCHOSOCIAL SUPPORT AND CONNECTION TO WRAPAROUND SERVICES IN THE COMMUNITY. THE GOAL IS TO IMPROVE WELL-BEING, REDUCE REINJURY, AND SAVE COSTS. THE VIOLENCE RECOVERY SPECIALISTS (VRS) ON OUR TEAM REACH PATIENTS EARLY IN THEIR RECOVERY AND EXTEND SUPPORT PAST THEIR ACUTE HOSPITALIZATION, BRIDGING THE GAP FROM INJURY TO HOLISTIC HEALING AND BY ADDRESSING STRUCTURAL AND SOCIAL DETERMINANTS OF HEALTH INCLUDING EMPLOYMENT, EDUCATION, AND SOCIAL SUPPORT. OUR TEAM IS CURRENTLY COMPRISED OF FOUR VRSS AND 4 PART-TIME PSYCHOLOGISTS FROM PENN'S CENTER FOR THE TREATMENT OF ANXIETY TO PROVIDE NO-COST THERAPY SERVICES TO PATIENTS OF THE PROGRAM. WE ALSO ARE MAINTAINING A CLOTHING CLOSET TO ALL STAFF HOSPITAL WIDE TO GET INVOLVED BY DONATING NEW AND GENTLY USED CLOTHING ITEMS TO PATIENTS IN OUR PROGRAM. TO DATE, WE PROVIDED BEDSIDE SUPPORT TO 906 PATIENTS AND ENROLLED 280 PATIENTS IN THE PROGRAM. MORE THAN 472 REFERRALS WERE MADE TO SERVICES AND RESOURCES INCLUDING OTHER HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAMS (HEALING HURT PEOPLE, LINCOLN CENTER, CHESTER COMMUNITY COALITION, DISTRICT ATTORNEY'S OFFICE CARES, THE OFFICE OF THE VICTIM ADVOCATE, THE ANTI-VIOLENCE PARTNERSHIP OF PHILADELPHIA, THE CENTER FOR FAMILIES AND RELATIONSHIPS' TOGETHER THROUGH TRAUMA PROGRAM, AND THE PENN MEDICINE SOCIAL NEEDS RESPONSE TEAM. FINALLY, MORE THAN 569 THERAPY SESSIONS WERE CONDUCTED WITHIN THE PROGRAM. PENN PRESBYTERIAN OUTREACH COUNCIL: COMPRISED OF REPRESENTATIVES FROM EVERY HOSPITAL UNIT, THE COUNCIL STRATEGIZES OUTREACH IN THE IMMEDIATE SERVICE AREA AIMING FOR THE BEST AND HEALTHIEST OUTCOMES. THE COUNCIL PARTICIPATED IN THE FOLLOWING EVENTS AND PROJECTS IN FY25: JULY 2024: LANCASTER AVE JAZZ AND ARTS FESTIVAL, TABLED AT THE EVENT OFFERING INFORMATION AND RESOURCES ON STROKE PREVENTION, BLOOD PRESSURE, CPR TRAINING, AND SUBSTANCE USE DISORDER AUGUST 2024: FREE LIBRARY OF PHILADELPHIA, PRESENTED ON STROKE EDUCATION AND OFFERED BLOOD PRESSURE SCREENING AND EDUCATION PROVIDED CPR EDUCATION TO A PHILADELPHIA YOUTH FOOTBALL TEAM SEPTEMBER 2024: BACKPACK AND SCHOOL SUPPLY DRIVE FOR PATIENTS' FAMILIES HOSTED IN BURLINGTON COUNTY, NJ TOILETRY DRIVE FOR PATIENTS HOSTED IN BURLINGTON COUNTY, NJ GIVING PAGE CREATED FOR ONCOLOGY PATIENTS RECEIVING TREATMENT AT SOUTHERN NEW JERSEY OUTPATIENT LOCATIONS. DONATIONS/FUND HELP PATIENTS WITH FOOD INSECURITIES AND TRANSPORTATION NEEDS. FREE LITTLE LIBRARY ERECTED IN THE LOBBY OF PENN PRESBYTERIAN TO OFFER LOCAL COMMUNITY A CHANCE TO BORROW AND GIVE BOOKS CAREER EXPLORATION/MENTORSHIP PROGRAM FOR 8 HIGH SCHOOL STUDENTS FROM ROBESON HIGH BEGAN. PROGRAM MEETS WEEKLY FOR 8 WEEKS. LUNCH IS PROVIDED. TABLED AT WEST POWELTON SAUNDERS PARK FALL FLING IN SAUNDERS PARK PROVIDING HEALTH INFORMATION AND ACCESS RESOURCES TO THE COMMUNITY. SOUTH JERSEY EMPLOYEES GIVE FOOD BAGS TO PEOPLE IN NEED AT ST. WILFRED'S CLINIC IN CAMDEN OCTOBER 2024: HEALTH INFORMATION TABLE OFFERING HEALTH INFORMATION AND RESOURCES WAS SET UP AT PENN FAMILY FRISBEE FESTIVAL AT FRANKLIN FIELD NOVEMBER 2024: HOSTED THANKSGIVING FOOD DRIVE FOR LOCAL COMMUNITY-BASED ORGANIZATIONS INCLUDING MOTIVATED COMMUNITY RESOURCE CENTER DECEMBER 2024: COORDINATED A HOSPITAL-WIDE GIFT DRIVE FOR THE FAMILIES SERVED BY HOPEPHL SOUTH JERSEY EMPLOYEES HOSTED A HOLIDAY EVENT FOR PATIENTS' FAMILIES FEBRUARY 2025: HOSTED A SOCK AND COAT DRIVE FOR DISCHARGED PATIENTS IN NEED APRIL 2025: PRESENTED HEALTH PRESENTATIONS AND OFFERED SCREENINGS AND RESOURCES AT THE 3RD ANNUAL SPRING HEALTH AND WELLNESS SEMINAR AT GOOD SAMARITAN BAPTIST CHURCH IN PHILADELPHIA MAY 5, 2025: TABLED AT A COMMUNITY DAY AT MALCOLM X PARK WHERE HEALTH RESOURCE AND INFORMATION WERE OFFERED AT PRESENTATION TABLES ON THE FOLLOWING TOPICS: SENIOR HEALTH, TRAUMA, CPR TRAINING, AND STROKE PREVENTION ADDITIONALLY, FOR FY2025, STROKE EDUCATION AND AWARENESS WAS PRESENTED IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS FOR 8 EVENTS EDUCATING 485 RESIDENTS IN 23 HOURS. SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT) FOR ADDITIONAL PROGRAM SERVICE ACCOMPLISHMENTS.
FORM 990, PART V, LINE 1A FORM 990, PART V, LINE 1A	DETAIL OF FORMS 1099 FILINGS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2024 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL 2024 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------
FORM 990, PART VI, SECTION A, LINE 12C	CONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------
FORM 990 PART VI, SECTION B, LINE 15	COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------
FORM 990, PART XI, LINE 9	DETAIL OF OTHER CHANGES IN NET ASSETS NET UNREALIZED INC. IN NET ASSETS $ 13,228,562 TRANSFER TO CHCA-NJ PPMC DIVISIONS (8,901,622) TRANSFER TO VPROL 13,786 OTHER ADJUSTMENTS 140 ------------- TOTAL OTHER CHANGES IN NET ASSETS $ 4,340,866

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

PRESBYTERIAN MEDICAL CENTER OF THE
UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM

Employer identification number

23-2810852

Part I

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

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity
(1) 3737 FEE OWNER LLC 17190 BERNARDO CENTER DRIVE SAN DIEGO,CA92128 61-1692432	RENTAL	CA	0	66,114,972	PMC

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER,PA17601 23-1352572	HOME HEALTH	PA	501(c)(3)	10	LG HEALTH		No
(2)CARL V S PATTERSON IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH,PA15212 23-6415355	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA		No
(3)CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER,PA19380 23-0469150	HEALTHCARE	PA	501(C)(3)	3	CCH&HS		No
(4)CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER,PA19380 26-4233321	MGMT SRVCS	PA	501(C)(3)	12, I	TRUSTEES		No
(5)CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR,PA19087 23-2729852	HEALTHCARE	PA	501(c)(3)	10	TRUSTEES		No
(6)HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA,PA19104 84-3379653	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(7)LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER,PA17602 23-2250941	SUPPORT ORG	PA	501(C)(3)	12, II	TRUSTEES		No
(8)LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA,PA17512 23-0485650	FACILITY MGMT	PA	501(C)(3)	3	LG HOSPITAL		No
(9)LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER,PA17602 20-5767147	FUNDRAISING	PA	501(C)(3)	7	NA		No
(10)LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER,PA17602 20-4943109	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(11)LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER,PA17602 23-1365353	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(12)LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG,PA17520 23-2777286	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH		No
(13)MORRIS EST LYDIA T DECD TW 6325 S RAINBOW BLVD STE 300 LAS VEGAS,NV89118 23-6210940	SUPPORT TRUST	NV	501(C)(3)	12, III-FI	NA		No
(14)NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER,PA19380 23-2324782	NURSING	PA	501(C)(3)	12, I	CCH&HS		No
(15)NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER,PA19380 23-2324787	HEALTH SRVCS	PA	501(C)(3)	10	CCH&HS		No
(16)NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER,PA19380 23-1352243	NURSING	PA	501(C)(3)	7	CCH&HS		No
(17)OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA,PA19104 23-1986931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(18)PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA,PA19104 23-2422635	HEALTHCARE	PA	501(c)(3)	3	PMC		No
(19)PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK,NY10036 23-2726687	CLUB	NY	501(c)(7)	N/A	NA		No
(20)PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA,PA19104 75-2974931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(21)PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA,PA19104 23-2351015	SUPPORT ORG	PA	501(c)(3)	12, I	NA		No
(22)PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA,PA19104 23-2810852	HEALTHCARE	PA	501(c)(3)	3	TRUSTEES		No
(23)PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-2842773	HOMECARE SVCS	NJ	501(C)(3)	3	PHCS HOLDING		No
(24)PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 26-4203938	HEALTHCARE	NJ	501(C)(3)	10	PHCS HOLDING		No
(25)PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 21-0635009	HEALTHCARE	NJ	501(C)(3)	3	PHCS HOLDING		No
(26)PRINCETON HEALTHCARE SYSTEM FDN INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-2225911	SUPPORT PHCS	NJ	501(C)(3)	7	PHCS HOLDING		No
(27)PRINCETON HLTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3493256	SUPPORT ORG	NJ	501(C)(3)	12, I	TRUSTEES		No
(28)PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-0022702	REAL ESTATE	NJ	501(C)(2)	N/A	PHCS HOLDING		No
(29)THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA,PA19102 81-0550464	BUS. TRUST	PA	501(c)(3)	8	NA		No
(30)THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER,PA17603 30-0634510	CARDIOLOGY	PA	501(C)(3)	3	LG HEALTH		No
(31)THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA,PA19104 23-2929823	MED RESEARCH	PA	501(c)(3)	4	NA		No
(32)TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 305 PHILADELPHIA,PA19104 23-1352685	EDUCATION	PA	501(c)(3)	2	NA		No
(33)UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA,PA19104 23-3021159	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES		No
(34)UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA,PA19104 23-6299508	FAC. CLUB	PA	501(c)(3)	12, I	TRUSTEES		No
(35)UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA,PA19104 45-4985731	SUPPORT ORG	PA	501(C)(3)	12, I	TRUSTEES		No
(36)UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 305 PHILADELPHIA,PA19104 04-3574136	RETIRE TRUST	PA	501(A)	N/A	TRUSTEES		No
(37)UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA,PA19104 23-2769744	BENEFITS	PA	501(c)(3)	12, I	TRUSTEES		No
(38)WISSAHICKON HOSPICE OF UPHS 150 MONUMENT ROAD SUITE 300 BALA CYNWYD,PA19004 23-2152662	HOSPICE CARE	PA	501(c)(3)	10	TRUSTEES		No
(39)PENN MEDICINE-PMA 5 ATRIUM 3400 CIVIC CTR BLVD PHILADELPHIA,PA19104 86-3800365	HEALTHCARE	PA	501(C)(3)	10	CCA		No
(40)CLINICAL SPECIALTY ASSOCIATES 150 MONUMENT ROAD FL 4TH BALA CYNWYD,PA19004 33-1617353	HEALTHCARE	PA	501(c)(3)	PENDING	TRUSTEES		No
(41)DOYLESTOWN HOSPITAL 595 WEST STATE STREET DOYLESTOWN,PA18901 23-1352174	HEALTHCARE	PA	501(c)(3)	3	TRUSTEES		No
(42)DOYLESTOWN HEALTH FOUNDATION 595 WEST STATE STREET DOYLESTOWN,PA18901 23-2368196	FUNDRAISING	PA	501(c)(3)	7	DH		No
(43)DOYLESTOWN HEALTH PHYSICIANS 595 WEST STATE STREET DOYLESTOWN,PA18901 23-2368197	HEALTHCARE	PA	501(c)(3)	12, II	DH		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	(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) AUSTIN 512 LP 5914 W COURTYARD DRIVE SUITE 340 AUSTIN,TX78730 92-1329561	INVESTMENT	TX	NA							No
(2) AXIS UKA GP LLC 240 NEW YORK DRIVE SUITE 1 FORT WASHINGTON,PA19034 27-3617178	INVESTMENT	PA	NA							No
(3) BEXP II (PARALLEL) LP 5914 W COURTYARD DRIVE AUSTIN,TX78730 87-3188834	INVESTMENT	TX	NA							No
(4) CYRUS 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK,NY10022 82-1211542	INVESTMENT	NY	NA							No
(5) CYRUS 1740 MASTER FUND LP 89 NEXUS WAY CAMANA BAY,GRKY1-9009 CJ 98-1361754	INVESTMENT	CJ	NA							No
(6) DVG 1740 FUND LP ONE FAWCETT PLACE GREENWICH,CT06830 80-0961539	INVESTMENT	CT	NA							No
(7) EAST MARSHALL STREET PARTNERSHIP LP 701 E MARSHALL STREET WEST CHESTER,PA19380 23-2902742	RENTAL	PA	NA							No
(8) FERN HILL PARTNERSHIP III LP 701 E MARSHALL STREET WEST CHESTER,PA19380 30-0409614	RENTAL	PA	NA							No
(9) FERN HILL LLC 701 E MARSHALL STREET WEST CHESTER,PA19380 23-3005147	INVESTMENT	PA	NA							No
(10) FORERUNNER BUILDERS F-G LP ONE LETTERMAN DR BLDG C SUITE C5 SAN FRANCISCO,CA94129 87-3427543	INVESTMENT	CA	NA							No
(11) GALLOPAVO LP 4215 WEST LOVERS LANE SUITE 100 DALLAS,TX75209 46-4621967	INVESTMENT	TX	NA							No
(12) GCM CARRIAGE SPV LP 250 WEST 55TH STREET 36TH FLOOR NEW YORK,NY10019 87-2075062	INVESTMENT	NY	NA							No
(13) INITIALIZED CBH SPV LLC 464 TEHAMA STREET SAN FRANCISCO,CA94103 87-1123527	INVESTMENT	CA	NA							No
(14) JOG V C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY,ALBERTAT2P5E9 CA	INVESTMENT	CA	NA							No
(15) JOG VI C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY,ALBERTAT2P5E9 CA	INVESTMENT	CA	NA							No
(16) KEYFRAME 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK,NY10022 88-3210105	INVESTMENT	NY	NA							No
(17) KINGSTOWN 1740 FUND LP 167 MADISON AVE ST 205 1033 NEW YORK,NY10016 84-3119908	MEDICAL SERVICES	NY	NA							No
(18) LANCASTER PET PARTNERSHIP LLP PO BOX 4216 LANCASTER,PA17604 23-3102793	ACO	PA	NA							No
(19) LG HEALTH COMM CARE COLLAB II 555 NORTH DUKE STREET LANCASTER,PA17602 82-3809581	ACO	PA	NA							No
(20) LG HEALTH COMMUNITY CARE COLLABORATIVE 555 NORTH DUKE STREET LANCASTER,PA17602 45-5542179	INVESTMENT	PA	NA							No
(21) LIFT REAL ESTATE PARTNERS FUND II LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO,CA94104 84-4983190	INVESTMENT	CA	NA							No
(22) LIFT REAL ESTATE PARTNERS FUND III LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO,CA94104 87-2869560	MEDICAL SERVICES	CA	NA							No
(23) MRI GROUP LLP PO BOX 4216 LANCASTER,PA17604 33-1011386	RENTAL	PA	NA							No
(24) NEIGHBRHD PRES & DEV FUND LP 240 NEW YORK DR STE 1 FORT WASHINGTON,PA19034 23-3037919	INVESTMENT	PA	NA							No
(25) NEUBERGER BERMAN HEDGED CRYPTOCURRENCY 1290 AVENUE OF THE AMERICAS 22ND F NEW YORK,NY10104 87-1241085	RENTAL	NY	NA							No
(26) OAKLANDS WAY MEDICAL BUILDING ASSOCIATES 701 E MARSHALL STREET WEST CHESTER,PA19380 83-0490251	INVESTMENT	PA	NA							No
(27) PDCP 1740 FUND LP 311 S WACKER DR STE 2620 CHICAGO,IL60601 32-0472404	INVESTMENT	IL	NA							No
(28) SAILINGSTONE GLOBAL NATURAL RESOURCES FU 100 WAUGH DRIVE SUITE 600 HOUSTON,TX77007 37-1770014	INVESTMENT	TX	NA							No
(29) SRP INVESTORS FUND A LP 2001 ROSS AVE SUITE 400 DALLAS,TX75201 61-1748291	INVESTMENT	TX	NA							No
(30) ST-TO RIBBIT OPPORTUNITY V LLC 364 UNIVERSITY AVENUE PALO ALTO,CA94301 84-1814102	MEDICAL SERVICES	CA	NA							No
(31) TURK'S HEAD SURGERY CENTER 915 OLD FERN HILL ROAD BLDG B STE WEST CHESTER,PA19380 20-0184603	INVESTMENT	PA	NA							No
(32) UNIVERSA BLACK SWAN PROTECTION PROTOCOL 2601 S BAYSHORE DR SUITE 2030 MIAMI,FL33133 85-2143048	INVESTMENT	FL	NA							No
(33) BLACKSTONE REAL ESTATE PARTNERS VIITE5 345 PARK AVENUE NEW YORK,NY10154 80-0815880	INVESTMENT	NY	NA							No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) ARCM 1740 LTD 27 HOSPITAL ROAD GRAND CAYMANKY1-9008 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(2) CYRUS 1740 FUND LTD 89 NEXUS WAY CAMANA BAY,GRAND CAYMANKY1-9009 CJ 98-1361907	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY					No
(3) CLINICAL HEALTH CARE ASSOC OF NJ PC 250 KING OF PRUSSIA RD 4TH FL RADNOR,PA19087 23-2865181	PHYS MGMT	PA	CCA	C-CORP					No
(4) DELANCEY CORPORATION 800 SPRUCE STREET PHILADELPHIA,PA19106 23-2060159	RENTAL	PA	PA HOSPITAL	C-CORP					No
(5) FRANKLIN CASUALTY INSURANCE CO PO BOX 530 BURLINGTON,VT05402 04-3378984	INSURANCE	VT	TRUSTEES	C-CORP					No
(6) NAYA 1740 FUND LTD PO BOX 309 UGLAND HOUSE,GRAND CAYMANKY1-1104 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(7) PENN MEDICINE LONDON LIMITED VISTRA STE 2 1ST FLR 10 TEMPL BACK BRISTOL BS1 6FL UK	NETWORKING	UK	UPENN INT'L	LIMITED COMPANY					No
(8) PENN WHARTON CONSULTING (BEIJING) CO LTD UNIT 3106 LEVEL 31 YINTAI OFFICE T CHAOYANG DIST100022 CH	BUS. CONSULTING	CH	UPENN INT'L	C-CORP					No
(9) PHI PHARMACY INC ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3467899	INACTIVE	NJ	PHCS HOLDING	C-CORP					No
(10) PRINCETON HEALTH INC & SUBS ONE PLAINSBORO ROAD PLAINSBORO,NJ08536 22-3450093	MEDICAL	NJ	PHCS HOLDING	C-CORP					No
(11) QUAKER INSURANCE COMPANY LTD VICTORIA STREET PO BOX HM 1826 VICTORIA HALL,HAMILTONHM HX BD 30-0708282	SELF-INSURANCE	BD	TRUSTEES	C-CORP					No
(12) THE PAM 1740 FUND LTD PO BOX 309 GEORGE TOWN,GRAND CAYMANKYI-1104 CJ	INVESTMENTS	CJ	TRUSTEES	C-CORP					No
(13) TURK'S HEAD HEALTH SERVICES INC 701 E MARSHALL STREET WEST CHESTER,PA19380 23-2329753	MEDICAL SERVICES	PA	CCH&HS	C-CORP					No
(14) UPENN HOSPITALITY INC 3401 WALNUT STREET SUITE 440A PHILADELPHIA,PA19104 23-3076589	HOTEL/RESTAURANT	PA	TRUSTEES	C-CORP					No
(15) CLINICAL HEALTHCARE ASSOC OF NJ SP PC 150 MONUMENT ROAD FL 4TH BALA CYNWYD,PA19004 33-1946468	PHYS MGMT	PA	CCA	C-CORP					No
(16) DH PHYSICIANS AMBULATORY SERVICES 595 WEST STATE STREET DOYLESTOWN,PA18901 81-2885619	MEDICAL SERVICES	PA	DHP	C-CORP					No
(17) COVERED BRIDGE RECIP RISK RETENTION GRP 146 FAIRCHILD STREET STE 135 CHARLESTON,SC29492 87-1236417	FINANCIAL VEHICLE	SC	DH	C-CORP					No
(18) FRANKLIN HOLDINGS 1740 FUND LTD PO BOX 309 GEORGE TOWN,GRAND CAYMANKYI-1104 CJ	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY					No

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 .....................

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

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

Yes

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

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

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

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

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

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

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

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

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

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

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

Yes

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

Yes

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

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

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

Yes

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

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

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

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

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: PROVISION OF CHARITABLE HEALTHCARE SERVICES.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	8
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	4,365
6	Total number of volunteers (estimate if necessary) .............	6	76
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	5,040,587	1,755,235
9	Program service revenue (Part VIII, line 2g) .........	1,308,125,501	1,392,349,419
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	4,030,235	5,170,349
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	22,164,139	18,917,998
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	1,339,360,462	1,418,193,001
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	501,916,392	536,342,276
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 61,318
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	770,225,490	863,288,487
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	1,272,141,882	1,399,630,763
19	Revenue less expenses. Subtract line 18 from line 12.......	67,218,580	18,562,238
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	968,381,000	982,663,093
21	Total liabilities (Part X, line 26).............	219,628,738	211,007,727
22	Net assets or fund balances. Subtract line 21 from line 20.....	748,752,262	771,655,366

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,293,782,475 including grants of $ 0 ) (Revenue $ 1,404,700,885 )
	SEE SCHEDULE O

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












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












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,293,782,475

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	2,786,513	9,176,268	1,105,211

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) BENJAMIN C SUN MD MPP........................................................................ BOARD MEMBER	1.0 .......................0.0	X	0	0	0
(19) STEVE SHIHADEH........................................................................ BOARD MEMBER AS OF 6/24	1.0 .......................0.0	X	0	0	0

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

f	All other contributions, gifts, grants, and similar amounts not included above		1f	1,755,235

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

h Total. Add lines 1a-1f.......		1,755,235

		Business Code
2a	NET PATIENT SERVICE REVENUES	621110	1,093,661,758	1,093,661,758
b	MEDICAL SUPPLIES/DRUG SALES	900099	298,687,661	298,687,661
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		1,392,349,419

3 Investment income (including dividends, interest, and othersimilar amounts) ......			5,225,765			5,225,765
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a	6,566,532
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	6,566,532	0
d	Net rental income or (loss).......			6,566,532			6,566,532
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		0
b	Less: cost or other basis and sales expenses	7b		55,416
c	Gain or (loss)	7c	0	-55,416
d	Net gain or (loss).........			-55,416			-55,416
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a	IET PURCHASE SVCS		900099	7,300,894	7,300,894
b	MAPS EQUALIZATION		900099	2,561,730	2,561,730
c	CAFETERIA REVENUES		900099	2,396,043	2,396,043
d	All other revenue ....			92,799	92,799
e	Total. Add lines 11a–11d ......			12,351,466
12	Total revenue. See instructions.....			1,418,193,001	1,404,700,885		11,736,881

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	1,670,748	1,486,131	184,617	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	412,036,491	366,506,459	45,530,032	0
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	0
9	Other employee benefits .......	104,249,100	92,729,574	11,467,401	52,125
10	Payroll taxes ...........	18,385,937	16,354,291	2,022,453	9,193
11	Fees for services (non-employees):
a	Management ......	208,386,182	183,379,840	25,006,342	0
b	Legal .........	0
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	30,645,328	26,967,889	3,677,439	0
12	Advertising and promotion ....	16,593	14,602	1,991	0
13	Office expenses .......	26,690,634	23,487,758	3,202,876	0
14	Information technology ......	1,126,607	991,414	135,193	0
15	Royalties ..	0
16	Occupancy ...........	14,836,039	13,055,714	1,780,325	0
17	Travel ............	284,840	250,659	34,181	0
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	3,255,800	2,865,104	390,696	0
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	36,869,483	32,445,145	4,424,338	0
23	Insurance ...	7,150,247	7,150,247	0	0
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	MEDICAL SUPPLIES	467,951,020	467,951,020	0	0
b	TAXES & ASSESSMENTS	41,758,833	36,747,773	5,011,060	0
c	REPAIRS AND MAINTENANCE	15,082,767	13,272,835	1,809,932	0
d	DUES & LICENSES	747,011	657,369	89,642	0
e	All other expenses	8,487,103	7,468,651	1,018,452	0
25	Total functional expenses. Add lines 1 through 24e	1,399,630,763	1,293,782,475	105,786,970	61,318
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			9,500	1	9,500
2	Savings and temporary cash investments .........			11,807,647	2	-26,878,162
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			147,778,531	4	139,316,121
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			22,081,149	8	20,502,807
9	Prepaid expenses and deferred charges ......			16,823,124	9	21,572,662
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	951,843,741
b	Less: accumulated depreciation	10b	467,721,040	441,273,230	10c	484,122,701
11	Investments—publicly traded securities .			196,237,938	11	208,632,795
12	Investments—other securities. See Part IV, line 11 .....			0	12	90,321
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			132,369,881	15	135,294,348
16	Total assets. Add lines 1 through 15 (must equal line 33)...			968,381,000	16	982,663,093

17	Accounts payable and accrued expenses .....	60,957,544	17	66,530,755
18	Grants payable ...	0	18	0
19	Deferred revenue .........	1,166,667	19	1,166,667
20	Tax-exempt bond liabilities .........	69,463,111	20	59,934,114
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	88,041,416	25	83,376,191
26	Total liabilities. Add lines 17 through 25..	219,628,738	26	211,007,727

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	552,808,528	27	562,483,070
28	Net assets with donor restrictions ...........	195,943,734	28	209,172,296
	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 ...........	748,752,262	32	771,655,366
33	Total liabilities and net assets/fund balances ........	968,381,000	33	982,663,093