2024-05-15T10:45:48-05:00 2023-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2022-07-01 222442032 KENNEDY HEALTH FACILITIES INC % RONALD C KELLER CPA KENN 8566615100 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 JOHN MORDACH EVP CFO 2152456040 2024-05-15 true JOHN MORDACH 000000000 Scott J Mariani P00642486 2155462140 2 2022 2023-04-26 12:10:37Z BRIAN SWEENEY RN MBA FACHE 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 12963638 false X WWW.JEFFERSONHEALTH.ORG X 1982 NJ TO PROVIDE MEDICALLY NECESSARY NURSING AND LONG-TERM CARE SERVICES TO PEOPLE LIVING IN OUR COMMUNITY. X 4 2 283 2 0 0 0 0 14157972 12942347 7968 21291 0 0 14165940 12963638 0 0 0 0 13468261 12103384 0 0 0 10126809 10959750 23595070 23063134 -9429130 -10099496 31758787 5143207 27112157 10547651 4646630 -5404444 THE ORGANIZATION PROVIDES MEDICALLY NECESSARY NURSING AND LONG-TERM CARE SERVICES TO PEOPLE LIVING IN OUR COMMUNITY. THE ORGANIZATION PROVIDES MEDICALLY NECESSARY SERVICES TO ALL INDIVIDUALS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. false false 23063134 0 12942347 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY NURSING AND LONG-TERM CARE SERVICES TO PEOPLE LIVING IN OUR COMMUNITY. 23063134 true false false false false false false false false false true false true false true false false true false false false false false false false false false false false true false false false false false false false false false false false true false true false false false true 18 0 true 283 true false false false false false false false false false false false false X 4 2 false false false false true true true true true false false true true true true true true true true false X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X VERONICA DOTTOLI ADMINISTRATOR, HCCW 55.0 0.0 X 173684 0 9499 NATALEE SANTIAGO RN DIRECTOR OF NURSING 55.0 0.0 X 162780 0 3490 MAUREEN MORSE LICENSED PRACTICAL NURSE 55.0 0.0 X 138856 0 17256 KOBLA DORKU PATIENT CARE SVCS. COORDINATOR 55.0 0.0 X 137786 0 16480 GWENDOLYN NABUA LICENSED PRACTICAL NURSE 55.0 0.0 X 131697 0 14993 JOHN F DURANTE CHAIRMAN - TRUSTEE 5.0 0.0 X X 0 0 0 THOMAS J GALLIA EDD VICE CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 DANIEL J DALTON TRUSTEE 5.0 0.0 X 0 0 0 BRIAN SWEENEY RN MBA FACHE TRUSTEE 55.0 0.0 X 0 0 0 ALEXANDER D SHARNOFF ESQ SECRETARY 55.0 0.0 X 0 0 0 STEPHEN V DESTEFANO CPA TREASURER 55.0 0.0 X 0 0 0 744803 0 61718 16 false true false REHAB PROFESSIONAL SERVICE INC 458 MORRIS AVENUE NEWFIELD NJ 08344 MEDICAL 1773917 ARAMARK PO BOX 7247-0342 PHILADELPHIA PA 191700342 FOOD/CATERING 1009762 GRANT THORNTON LLP 33562 TREASURY CENTER CHICAGO IL 60694 ACCOUNTING 379503 ALLAIRE HEALTH SERVICES INC 102 REAGAN COURT LAKEWOOD NJ 08071 MEDICAL 279376 EASTERN REHABILITATION 458 MORRIS AVENUE NEWFIELD NJ 08344 MEDICAL 195866 6 0 NET PATIENT SERVICE REVENUE 623110 12876930 12876930 OTHER HEALTHCARE RELATED REVENUE 623110 65417 65417 12942347 423 423 0 0 0 0 0 20868 20868 20868 20868 0 0 0 0 0 0 0 0 0 0 12963638 12942347 21291 X 0 0 0 0 0 0 10671854 10671854 323072 323072 710714 710714 397744 397744 58326 58326 0 0 0 0 0 4909611 4909611 0 0 30206 30206 81197 81197 0 0 204341 204341 1053 1053 0 4311 4311 2121177 2121177 0 832717 832717 1600 1600 MEDICAL SUPPLIES 1235482 1235482 PATIENT FOOD & NOURISHMENTS 428761 428761 NJ PROVIDER TAXES 388608 388608 REPAIRS & MAINTENANCE 258290 258290 404070 404070 23063134 23063134 0 0 342643 142727 0 0 0 0 4799482 2491505 0 0 0 0 0 0 0 0 18488 0 1650000 0 25540608 1650000 0 0 0 0 906566 757975 0 0 151000 101000 31758787 5143207 2499725 1792420 0 0 0 1693602 0 0 0 0 0 0 0 0 0 0 24612432 7061629 27112157 10547651 X 4646630 -5404444 0 0 4646630 -5404444 31758787 5143207 -10099496 48422 X X false true X true false X X 1 KENNEDY HEALTH SYSTEM INC 222442036 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 1650000 1650000 1650000 SHORT-TERM INVESTMENTS 718048 F SHORT-TERM AWUIL 39927 F 757975 0 DUE TO AFFILIATES 6984629 ACCRUED PROF. LIABILITY CLAIMS 77000 7061629 X X X X true false false false false false false true false VERONICA DOTTOLI ADMINISTRATOR, HCCW 153261 0 20000 0 423 0 4957 0 4542 0 183183 0 0 0 NATALEE SANTIAGO RN DIRECTOR OF NURSING 128605 0 32500 0 1675 0 3132 0 358 0 166270 0 0 0 MAUREEN MORSE LICENSED PRACTICAL NURSE 131932 0 6375 0 549 0 0 0 17256 0 156112 0 0 0 KOBLA DORKU PATIENT CARE SVCS. COORDINATOR 135009 0 2620 0 157 0 2216 0 14264 0 154266 0 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2022 FORMS W-2. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. NURSING HOME 2023-06-30 34100000 APPRAISALS 883411227 535 EGG HARBOR ROAD LLC 535 EGG HARBOR ROAD SEWELL NJ 080802335 LLC false false false false CORE FORM, PART I, LINES 3 & 4 & PART VI, SECTION A; QUESTIONS 1A & 1B THIS ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). ALTHOUGH THIS FEDERAL FORM 990 SHOWS THAT 50% OF THE ORGANIZATION'S BOARD MEMBERS ARE INDEPENDENT UNDER THE INTERNAL REVENUE SERVICE DEFINITION, THE ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS ULTIMATELY CONTROLLED BY TJU, WHICH IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 KENNEDY HEALTH SYSTEM, INC. ("KHS") IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE CORPORATE MEMBER OF KHS. TJU HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B The organization is an affiliate within Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was made available to each voting member of the organization's governing body prior to filing of the form 990 with the Internal Revenue Service ("IRS"). As part of the tax return preparation process the organization hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft Federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft Federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the CPA firm made a presentation to the Thomas Jefferson University's finance, assurance & compliance committee regarding the System's Forms 990 together with a healthcare industry tax update. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY. CORE FORM, PART VII AND SCHEDULE J BRIAN SWEENEY, RN, MBA, FACHE IS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. AS SUCH, HE SERVES AS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWEENEY'S COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH KENNEDY UNIVERSITY HOSPITAL, INC. ACCORDIGNLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE KENNEDY UNIVERSITY HOSPITAL, INC. (EIN: 22-1773439) FEDERAL FORM 990. PLEASE REFER TO THE KENNEDY UNIVERSITY HOSPITAL, INC. FEDERAL FORM 990 FOR THIS INFORMATION. ALEXANDER D. SHARNOFF, ESQ. is an OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SHARNOFF ALSO SERVES AS AN OFFICER OF THE GOVERNING BODY FOR SEVERAL JEFFERSON HEALTH - NEW JERSEY AFFILIATES, INCLUDING KENNEDY MEDICAL GROUP PRACTICE, P.C.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE KENNEDY MEDICAL GROUP PRACTICE, P.C. (EIN: 46-1420853) FEDERAL FORM 990. PLEASE REFER TO THE KENNEDY MEDICAL GROUP PRACTICE, P.C. FEDERAL FORM 990 FOR THIS INFORMATION. STEPHEN V. DESTEFANO, CPA is an OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. DESTEFANO ALSO SERVES AS AN OFFICER OF THE GOVERNING BODY FOR SEVERAL JEFFERSON HEALTH - NEW JERSEY AFFILIATES, INCLUDING KENNEDY UNIVERSITY HOSPITAL; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE KENNEDY UNIVERSITY HOSPITAL, INC. (EIN: 22-1773439) FEDERAL FORM 990. PLEASE REFER TO THE KENNEDY MEDICAL GROUP PRACTICE, P.C. FEDERAL FORM 990 FOR THIS INFORMATION. JOSEPH W. DEVINE, FACHE IS A FORMER OFFICER OF THIS ORGANIZATION. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE KENNEDY UNIVERSITY HOSPITAL, INC. (EIN: 22-1773439) FEDERAL FORM 990. PLEASE REFER TO THE KENNEDY UNIVERSITY HOSPITAL, INC. FEDERAL FORM 990 FOR THIS INFORMATION. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEAR ENDED JUNE 30, 2023, AND JUNE 30, 2022, RESPECTIVELY, AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED BY THE INDEPENDENT CPA FIRM. TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:3152466 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:1460848 FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:195983 FORM 990 PART IX LINE 11G DESCRIPTION:AGENCY/TEMP FEES TOTAL FEES:100314 THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 2 NA false TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026795 HEALTH SVCS. PA 501(C)(3) 12B TJU false THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232829095 HEALTH SVCS. PA 501(C)(3) 3 TJUH SYSTEM false JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232809585 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 464855345 HEALTH SVCS. NJ 501(C)(3) 12A JUP false JEFFERSON MEDICAL GROUP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026939 HEALTH SVCS. PA 501(C)(3) 12B TJUH SYSTEM false JEFFERSON CLUB AKA JEFF FACULTY CLUB 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232167488 HEALTH SVCS. PA 501(c)(3) 12A TJU false JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232858320 HEALTH SVCS. PA 501(C)(3) 12A JMG false METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232678055 HEALTH SVCS. PA 501(C)(3) 12A JMG false METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223537847 HEALTH SVCS. NJ 501(c)(3) 12A MAHC false JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622009 HEALTH SVCS. PA 501(C)(3) 12A TJUH SYSTEM false EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622004 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622006 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232214351 REAL ESTATE PA 501(c)(2) JEFFEX INC false ABINGTON HEALTH 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 271243803 HEALTH SVCS. PA 501(C)(3) 12B TJU false ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. PA 501(C)(3) 3 AH false LANSDALE HOSPITAL CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263359979 HEALTH SVCS. PA 501(c)(3) 3 AH false ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 7 AH false JEFFERSON HEALTH - NORTHEAST SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232239131 HEALTH SVCS. PA 501(C)(3) 12B TJU false JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 230596940 HEALTH SVCS. PA 501(C)(3) 3 JHNES false ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232691968 HEALTH SVCS. PA 501(C)(3) 3 JMG false ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. PA 501(C)(3) 10 JMG false JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 237318683 FUNDRAISING PA 501(C)(3) 12A JHNE false PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352294 EDUCATION PA 501(C)(3) 2 TJU false KENNEDY HEALTH SYSTEM INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442036 HEALTH SVCS. NJ 501(C)(3) 7 TJU false KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 221773439 HEALTH SVCS. NJ 501(C)(3) 3 KHS false KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 800550282 FUNDRAISING NJ 501(C)(3) 7 KHS false KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442034 REAL ESTATE NJ 501(C)(3) 12A KHS false STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222443981 HEALTH SVCS. NJ 501(C)(3) 10 KHS false KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 461420853 HEALTH SVCS. NJ 501(C)(3) 10 JMG false MAGEE REHABILITATION HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231476328 HEALTH SVCS. PA 501(C)(3) 3 TJU false ALBERT EINSTEIN HEALTHCARE NETWORK 5501 OLD YORK ROAD PHILADELPHIA PA 19141 232290323 MANAGEMENT PA 501(C)(3) 12A TJU false ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA PA 19141 231396794 HEALTH SVCS. PA 501(C)(3) 3 AEHN false BCCT OVER CORP 5501 OLD YORK ROAD PHILADELPHIA PA 19141 231352200 HEALTH SVCS. PA 501(C)(3) 3 AEHN false EINSTEIN COMMUNITY HEALTH ASSOCIATES 5501 OLD YORK ROAD PHILADELPHIA PA 19141 232760086 HEALTH SVCS. PA 501(C)(3) 12A AEHN false EINSTEIN MEDICAL CENTER MONTGOMERY 559 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 204193243 HEALTH SVCS. PA 501(C)(3) 3 AEHN false EINSTEIN PRACTICE PLAN INC 5501 OLD YORK ROAD PHILADELPHIA PA 19141 232664784 HEALTH SVCS. PA 501(C)(3) 12A AEHN false FORNANCE PHYSICIAN SERVICES INC 1330 POWELL STREET NO 509 NORRISTOWN PA 19401 232275991 HEALTH SVCS. PA 501(C)(3) 12A AEHN false GHMC MANAGEMENT INC 101 EAST OLNEY AVENUE PHILADELPHIA PA 19120 232225809 MANAGEMENT PA 501(C)(3) 12A AEMC false MONTGOMERY HEALTH FOUNDATION 5501 OLD YORK ROAD PHILADELPHIA PA 19141 222456265 FUNDRAISING PA 501(C)(3) 12B MHC false MONTGOMERY HOSPITAL 5501 OLD YORK ROAD PHILADELPHIA PA 19141 231352193 HEALTH SVCS. PA 501(C)(3) 3 AEHN false MONTGOMERY HOSPITAL WORKERS COMP TRUST 5501 OLD YORK ROAD PHILADELPHIA PA 19141 232351775 HEALTH SVCS. PA 501(C)(3) 12A MHC false BROADLINE RISK RETENTION GROUP 100 BANK STREET BURLINGTON VT 05401 272583356 INSURANCE VT 501(C)(3) 12A AEHN false HEALTH PARTNERS PLANS INC 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 232379751 INSURANCE PA 501(C)(4) JHNE false HEALTH PARTNERS FOUNDATION 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 311674587 FUNDRAISING PA 501(C)(3) 12A HPP false JUP of NJ KT PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 882234070 Health svcs. PA 501(C)(3) TJU false 1100 WALNUT ASSOC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332396 MEDICAL OFFICE PA NA JEFF UNIV RAD ASSOC 840 CRESCENT CTR DR FRANKLIN TN 37067 412043518 HEALTH SVCS. PA NA RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA PA 19112 263910345 HEALTH SVCS. PA NA RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA PA 19112 263911509 HEALTH SVCS. PA NA ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD KS 66211 270260289 HEALTH SVCS. PA NA JEFFHEDGE LLC 1301 2ND AVE SEATTLE WA 98101 453214379 INVESTMENTS DE NA JUNIATA MED BLD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232450132 MEDICAL OFFICE PA NA TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232400586 MEDICAL OFFICE PA NA KENNEDY CH SURG 11221 ROE AVE LEAWOOD KS 66211 472462625 SURGERY CENTER NJ NA MLJH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 821445171 MEDICAL SERVICES PA NA TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232146678 REAL ESTATE PA NA C CORP. false WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332416 REAL ESTATE PA NA C CORP. false ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232075587 HEALTH SVCS. PA NA C CORP. false HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232259593 HEALTH SVCS. PA NA C CORP. false JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232830152 HEALTH SVCS. PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232922471 INACTIVE PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223536371 INACTIVE NJ NA C CORP. false JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA NA C CORP. false 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA NA S CORP. false SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232218944 HOLDING CO. DE NA C CORP. false TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232197865 REAL ESTATE PA NA C CORP. false HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA NA C CORP. false KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ NA C CORP. false PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222559690 INACTIVE NJ NA C CORP. false KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ NA C CORP. false JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS. NJ NA C CORP. false CMMC INC 1330 POWELL STREET NORRISTOWN PA 19401 232256479 REAL ESTATE PA NA C CORP. false EINSTEIN HEALTHCARE SYSTEMS INC 101 EAST OLNEY AVENUE PHILADELPHIA PA 19120 232314938 INACTIVE PA NA C CORP. false REHAB VENTURES INC 1200 WEST TABOR ROAD PHILADELPHIA PA 19141 232619394 INACTIVE PA NA C CORP. false PARTNERS INSURANCE COMPANY INC 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 883557817 INSURANCE PA NA C CORP. false false false false true true false false false false false false false false true true true false false false SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.