2023-05-15T17:40:19-05:00 2022-06-30 WithumSmithBrown PC 1835 MARKET STREET STE 1710 PHILADELPHIA PA 191032945 990 2021-07-01 232290323 ALBERT EINSTEIN HEALTHCARE NETWORK % RONALD C KELLER CPA ALBE 2154566760 5501 OLD YORK ROAD PHILADELPHIA PA 19141 JOHN MORDACH EVP CFO 2159554773 2023-05-15 true JOHN MORDACH 000000000 Scott J Mariani P00642486 2155462140 3 2021 2023-04-26 12:10:37Z DIXIEANNE JAMES 5501 OLD YORK ROAD PHILADELPHIA PA 19141 77625262 false X WWW.EINSTEIN.EDU X 1984 PA SUPPORT ORGANIZATIONS THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES. 22 20 512 20 0 0 0 75000 73825266 71693644 849159 5409145 481016 447473 75155441 77625262 0 5582439 0 0 48286550 53833312 0 0 7874743 31071555 19947183 79358105 79362934 -4202664 -1737672 101892525 67837838 84050869 58580643 17841656 9257195 X THE ORGANIZATION'S MISSION IS TO SUPPORT THOSE ORGANIZATIONS THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. THE CORPORATION SERVES THESE INDIVIDUALS AND OTHERS WITH HEALTH CARE PROGRAMS AND SERVICES RANGING FROM COMMUNITY HEALTH EDUCATION AND PREVENTIVE MEDICINE TO COMPLEX AND SPECIALIZED CARE REQUIRING ADVANCED TECHNOLOGY AND HIGHLY EXPERT STAFF. THE CORPORATION ENTHUSIASTICALLY EMBRACES ITS SPECIAL RESPONSIBILITY TO THE MOST VULNERABLE RESIDENTS IN ITS PRIMARY SERVICE AREA AND TO THE MEMBERS OF THE JEWISH COMMUNITY. THE CORPORATION REFLECTS THE VALUES OF THE JEWISH COMMUNITY BY CARING FOR ANY PERSON REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR THE ABILITY TO PAY. THE CORPORATION'S EDUCATIONAL COMMITMENT INCLUDES PROVIDING HEALTH EDUCATION TO THE COMMUNITY, AND TRAINING AND EDUCATING MEDICAL SCHOOL STUDENTS, false false 71488191 5582439 71693644 THE ALBERT EINSTEIN HEALTHCARE NETWORK PARENT CORPORATION PROVIDES HEALTH EDUCATION; HEALTH PROMOTION AND FUNDRAISING ACTIVITIES; CONDUCTS HEALTH SYSTEM WIDE PLANNING; ESTABLISHES OVERALL GOALS; AND OVERSEES FUND MANAGEMENT. THE ENTITY ALSO PROVIDES ADMINISTRATIVE AND GENERAL SERVICES FOR WHICH ITS RELATED MEMBER ORGANIZATIONS PAY A MANAGEMENT FEE. 71488191 true true false true false false false false false true true true true true true false false true false false false false false false false false false true false true false false false false false false false false false false false false true true true true false false true X 0 0 true 512 true false false false false false false false false false false false false X 22 20 false false true false true true true true true false false true true true true true true true true true true AL AK AZ AR CA CO CT DC GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X RONALD C KELLER CPA 2155038344 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 X PENNY J REZET ESQ CHIEF LEGAL COUNSEL-ASST. SEC. 55.0 0.0 X 965073 0 134358 BETH DUFFY PRESIDENT - EMCM 55.0 0.0 X 876925 0 132823 ROHIT GULATI MD EVP & CHIEF MEDICAL OFFICER 55.0 0.0 X 927903 0 12527 ALBERTO ESQUENAZI MD TRUSTEE 55.0 0.0 X 0 829162 26032 DIXIEANNE JAMES PRESIDENT - AEMC 55.0 0.0 X 819319 0 12148 BARRY FREEDMAN FORMER OFFICER 0.0 0.0 X 672310 0 22494 JOAN GUBERNICK VP & CHIEF MARKETING OFFICER 55.0 0.0 X 544151 0 69290 ROBERT LATIMER VP STRATEGIC PLANNING 55.0 0.0 X 524867 0 839 CAROL PRUSHAN VP & CHIEF DEVELOPMENT OFFICER 55.0 0.0 X 483072 0 37492 PATRICE HAVERSTICK VP HUMAN RESOURCES 55.0 0.0 X 486440 0 20463 JAY D'LUGIN VP & CMIO 55.0 0.0 X 477228 0 17707 LAWRENCE S REICHLIN CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 GEOFFREY M DUFFINE ESQ VICE CHAIR, EMCM - TRUSTEE 5.0 0.0 X X 0 0 0 MINA P FADER VICE CHAIR, EPS - TRUSTEE 5.0 0.0 X X 0 0 0 LEWIS I GANTMAN ESQ VICE CHAIR, EHS - TRUSTEE 5.0 0.0 X X 0 0 0 JOHN P KORMAN SECRETARY - TRUSTEE 5.0 0.0 X X 0 0 0 MATTHEW S LEVITTIES TREASURER - TRUSTEE 5.0 0.0 X X 0 0 0 JACK F ADLER JR TRUSTEE 5.0 0.0 X 0 0 0 CAROLE S BEN-MAIMON MD TRUSTEE 5.0 0.0 X 0 0 0 STEVEN BERK ESQ TRUSTEE 5.0 0.0 X 0 0 0 RICHARD J BRAEMER ESQ TRUSTEE 5.0 0.0 X 0 0 0 SAMUEL L FRIEDER TRUSTEE 5.0 0.0 X 0 0 0 JOSHUA S GROSS TRUSTEE 5.0 0.0 X 0 0 0 SUSAN KLINE KLEHR TRUSTEE 5.0 0.0 X 0 0 0 Alison Korman Feldman TRUSTEE 5.0 0.0 X 0 0 0 KENNETH D LEVITAN TRUSTEE - PRESIDENT/CEO 55.0 0.0 X X 0 0 0 ROBERT J LIPSTEIN TRUSTEE 5.0 0.0 X 0 0 0 JAY B MINKOFF TRUSTEE 5.0 0.0 X 0 0 0 THOMAS N PERLOFF TRUSTEE 5.0 0.0 X 0 0 0 RICHARD C SHEERR TRUSTEE 5.0 0.0 X 0 0 0 STEVEN L SIVAK MD TRUSTEE-CHIEF MEDICAL OFFICER 55.0 0.0 X X 0 0 0 RICHARD A WOLFSON TRUSTEE 5.0 0.0 X 0 0 0 WAYNE D KIMMEL ESQ TRUSTEE (TERMED) 5.0 0.0 X 0 0 0 ROY S NEFF TRUSTEE (TERMED) 5.0 0.0 X 0 0 0 GERARD F BLANEY CHIEF FINANCIAL OFFICER 55.0 0.0 X 0 0 0 6777288 829162 486173 112 true true false HOGAN LOVELLS US LLP PO BOX 75890 BALTIMORE MD 212755890 LEGAL 5449065 HARMELIN MEDIA 525 RIGHTERS FERRY RD BALA CYNWYD PA 19004 ADVERTISING 4187554 ACCUITY DELIVERY SYSTEMS LLC MAIL CODE 7335 PO BOX 7247 PHILADELPHIA PA 19170 BILLING & COLLECTION 1428320 HEALTHFLEET AMBULANCE INC PO BOX 47334 PHILADELPHIA PA 19160 TRANSPORT 1024805 PRICEWATERHOUSE COOPERS LLP PO BOX 7247-8001 PHILADELPHIA PA 19107 ACCOUNTING 650548 39 75000 75000 MANAGEMENT FEES 541900 65263484 65263484 0 OTHER PROGRAM SERVICE REVENUE 541900 6430160 6430160 0 71693644 0 0 0 447473 447473 0 447473 447473 5409145 5409145 5409145 5409145 0 0 0 0 0 0 0 0 0 0 77625262 71693644 0 5856618 X 5582439 5582439 0 0 0 3881076 3881076 0 40094055 35856138 4237917 3642191 3642191 3573659 3241586 332073 2642331 2331811 310520 15820 15820 -7662520 -7662520 720000 720000 211014 211014 0 0 12877188 11702755 0 1174433 6443969 6285609 158360 314369 118352 196017 1827354 1640013 187341 0 552248 552248 92045 26319 65726 0 19760 15499 4261 0 0 678091 674215 3876 999170 999170 MEMBERSHIPS AND DUES 525762 294772 0 230990 MEDICAL SUPPLIES 160946 160946 0 0 OTHER EXPENSES 2171967 1198738 0 973229 79362934 71488191 0 7874743 X 48066010 32112412 0 0 0 0 10143807 37694 0 0 0 0 0 0 0 0 664286 286386 3765626 339330 4156555 3426296 0 0 16547677 15173181 10862003 7521056 0 0 11452187 9280813 101892525 67837838 57252877 21441774 0 0 3900 350884 0 0 0 0 0 0 0 0 0 0 26794092 36787985 84050869 58580643 X 17841656 9257195 0 0 17841656 9257195 101892525 67837838 X -1737672 -6794616 -52173 X X false true X true false X X 1 THOMAS JEFFERSON UNIVERSITY 231352651 2 true 0 0 1 0 0 0.00000 true false false false true true false false false false false false false false false true true true X true true SCHEDULE A, PART IV, SECTION A; QUESTIONS 5A & 6 FROM JULY 1, 2021, TO OCTOBER 3, 2021, ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN") WAS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) AND MONTGOMERY HOSPITAL (EIN: 23-1352193). EFFECTIVE OCTOBER 4, 2021, AT 12:01 AM EST, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") (EIN: 23-1352651) BECAME THE SOLE MEMBER OF AEHN. EFFECTIVE WITH THIS AGREEMENT, AEHN BECAME A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF TJU; AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). AEHN'S BYLAWS WERE AMENDED EFFECTIVE OCTOBER 4, 2021 TO REFLECT THE CHANGE OF THE ORGANIZATION'S SOLE MEMBER. ASSISTANCE (FINANCIAL AND OTHER) WAS PROVIDED TO THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND MONTGOMERY HOSPITAL PRIOR TO AND FOLLOWING THE AFFILIATION WITH TJU. ANY ASSISTANCE PROVIDED POST AFFILIATION WAS DONE TO SUPPORT TJU AND TJU SYSTEM WHILE BEING UNDER TJU'S SUPERVISION, CONTROL AND RESERVED POWERS AS OUTLINED IN AEHN'S AMENDED AND RESTATED BYLAWS. SCHEDULE A, PART IV, SECTION D; QUESTION 3 EFFECTIVE OCTOBER 4, 2021, AT 12:01 AM EST, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN"). EFFECTIVE WITH THIS AGREEMENT, AEHN BECAME A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF TJU. ACCORDINGLY, FROM THIS DATE FORWARD TJU HAD A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS IN ACCORDANCE WITH ARTICLE 2.3 AND THE SOLE MEMBER'S RESERVED POWERS WITHIN AEHN'S AMENDED AND RESTATED BYLAWS. SCHEDULE A, PART IV, SECTION E; QUESTIONS 2A & 2B EFFECTIVE OCTOBER 4, 2021, AT 12:01 AM EST, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN"). EFFECTIVE WITH THIS AGREEMENT, AEHN BECAME A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF TJU; AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). SUBSTANTIALLY ALL OF AEHN'S ACTIVITIES PRIOR TO THE AFFILIATION BENEFITTED THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND MONTGOMERY HOSPITAL. ACTIVITIES POST AFFILIATION WERE DONE FOR THE BENEFIT OF TJU; ITS SOLE MEMBER; AND ALL THE TAX-EXEMPT AFFILIATES WITHIN THE TJU SYSTEM; INCLUDING BUT NOT LIMITED TO, THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND MONTGOMERY HOSPITAL. THE TJU SYSTEM IS A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS PROVIDED FOR IN ARTICLE I, SECTION 1.2 OF THE ORGANIZATION'S BYLAWS, THE PURPOSE OF AEHN IS TO "OPERATE (A) EXCLUSIVELY (WITHIN THE MEANING OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE")) FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES BENEFITTING, PERFORMING THE FUNCTIONS OF, AND/OR CARRYING OUT THE PURPOSES OF THE ENTITIES OVER WHICH THE CORPORATION IS THE SOLE MEMBER OR EQUITY HOLDER OR EXERCISES GOVERNANCE CONTROL (THE "SUBSIDIARIES") AND SUCH OTHER PUBLICLY SUPPORTED ORGANIZATIONS AS QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) AND SECTIONS 509(A)(1) OR (2) OF THE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, AND (B) AS PART OF THE NONPROFIT INTEGRATED ACADEMIC MEDICAL CENTER AND UNIFIED HEALTH CARE SYSTEM GOVERNED BY THOMAS JEFFERSON UNIVERSITY, A PENNSYLVANIA NONPROFIT CORPORATION." AS OUTLINED ABOVE AEHN'S ACTIVITIES FURTHER THE CHARITABLE TAX-EXEMPT PURPOSES OF TJU AND THE TJU SYSTEM WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 211014 1248796 211014 1248796 79151920 7640724797 79362934 7641973593 1000000 1000000 250000 250000 248796 248796 true 1000000 1000000 1000000 1000000 4000000 6000000 533713 446014 470747 211014 1661488 250000 250000 250000 250000 1000000 1500000 0 0 SCHEDULE C, PART II-A, LINE 1B EFFECTIVE OCTOBER 4, 2021, AT 12:01 AM EST, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN"). EFFECTIVE WITH THIS AGREEMENT, AEHN BECAME AN AFFILIATE OF TJU. FOR PURPOSES OF AFFILIATED GROUP LOBBYING EXPENSES AEHN IS INCLUDING ITS FULL 12 MONTHS (7/1/2021 THROUGH 6/30/2022) OF LOBBYING COSTS AND POST AFFILIATION TJU AND TJU AFFILIATES LOBBYING EXPENSES (10/4/2021 THROUGH 6/30/2022). 16547677 -1367122 15180555 12853448 3694229 16547677 13096795 -243347 12853448 12432301 664494 13096795 11610890 821411 12432301 1.00000 true true true 0 871000 871000 0 2828626 333330 2495296 0 66000 6000 60000 3426296 INSTITUTIONAL INVESTMENTS 15173181 F 15173181 INVESTMENTS IN SUBSIDIARIES 7521056 C 7521056 RIGHT OF USE ASSET 9278760 OTHER ASSETS 2053 9280813 0 DUE TO AFFILIATES 26612525 RIGHT OF USE LIABILITIES 10175460 36787985 SCHEDULE D, PART V; LINE 4 ENDOWMENTS - TRUE ENDOWMENT FUNDS ESTABLISHED BY DONOR GIFTS AND MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME, GENERALLY STIPULATING THAT THE PRINCIPAL MUST BE INVESTED AND KEPT INTACT PERPETUALLY WHILE THE INCOME GENERATED MAY BE USED BY THE ORGANIZATION. PERPETUAL TRUSTS - THESE ARE FUNDS HELD BY OUTSIDE TRUSTEES IN TRUST ACCOUNTS FOR WHICH ALBERT EINSTEIN MEDICAL CENTER IS NAMED AS BENEFICIARY. THE DISTRIBUTIONS FROM THESE FUNDS SUPPORT THE OPERATIONS OF THE ORGANIZATION. TEMPORARILY RESTRICTED FUNDS - USED FOR PURPOSES SPECIFIED BY DONORS. ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE YEARS ENDED JUNE 30, 2022 AND JUNE 30, 2021; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE SYSTEM'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: THOMAS JEFFERSON UNIVERSITY'S ("TJU'S") ENDOWMENTS CONSIST OF 1,060 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE, WHICH ARE REPORTED IN UNRESTRICTED NET ASSETS, WERE ($1,367,122) AND $2,694,229 AS OF JUNE 30, 2022 AND 2021, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJU'S ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJU'S INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF TJU IS BASED ON 75% OF THE PRIOR YEAR SPENDABLE INCOME AND 25% OF THE CALCULATED TWO-YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE MULTIPLIED BY 4.75%; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF ABINGTON IS BASED ON 5% OF THE CALCULATED THREE-YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE. true ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER 5501 OLD YORK ROAD PHILADELPHIA PA 19141 465338502 501(C)(3) 5582439 fmv program support 1 0 SCHEDULE I, PART I, LINE 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X true true X X X X false true false false false false false true false PENNY J REZET ESQ CHIEF LEGAL COUNSEL-ASST. SEC. 512900 0 398461 0 53712 0 105323 0 29035 0 1099431 0 0 0 BETH DUFFY PRESIDENT - EMCM 449216 0 378785 0 48924 0 107094 0 25729 0 1009748 0 0 0 ROHIT GULATI MD EVP & CHIEF MEDICAL OFFICER 530672 0 353089 0 44142 0 9380 0 3147 0 940430 0 0 0 ALBERTO ESQUENAZI MD TRUSTEE 0 590650 0 225214 0 13298 0 0 0 26032 0 855194 0 0 DIXIEANNE JAMES PRESIDENT - AEMC 425854 0 357603 0 35862 0 12 0 12136 0 831467 0 0 0 BARRY FREEDMAN FORMER OFFICER 627610 0 35700 0 9000 0 0 0 22494 0 694804 0 0 0 JOAN GUBERNICK VP & CHIEF MARKETING OFFICER 345928 0 158387 0 39836 0 46758 0 22532 0 613441 0 0 0 ROBERT LATIMER VP STRATEGIC PLANNING 424646 0 100000 0 221 0 0 0 839 0 525706 0 0 0 CAROL PRUSHAN VP & CHIEF DEVELOPMENT OFFICER 305746 0 165945 0 11381 0 8865 0 28627 0 520564 0 0 0 PATRICE HAVERSTICK VP HUMAN RESOURCES 315978 0 137535 0 32927 0 0 0 20463 0 506903 0 0 0 JAY D'LUGIN VP & CMIO 320413 0 125760 0 31055 0 5212 0 12495 0 494935 0 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2021 FORMS W-2. SCHEDULE J, PART I, LINE 1B LONG TERM DISABILITY BENEFITS ARE PROVIDED TO CERTAIN KEY EMPLOYEES. THESE EMPLOYEES' WAGES ARE "GROSSED UP" AT THEIR INDIVIDUAL TAX RATES TO PROVIDE THE FULL VALUE OF THE BENEFIT SINCE THIS BENEFIT IS REFLECTED IN THE INDIVIDUAL'S FORM W-2, AS TAXABLE WAGES. SCHEDULE J, PART I; QUESTION 4B THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2021 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: PENNY J. REZET, ESQ., $105,323; BETH DUFFY $107,094; ROHIT GULATI, M.D., $9,380; DIXIEANNE JAMES, $12; JOAN GUBERNICK, $46,758; CAROL PRUSHAN, $8,865 AND JAY D'LUGIN, $5,212. SCHEDULE J, PART I, QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2021 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2021 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. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THE ORGANIZATION'S MISSION IS TO SUPPORT THOSE ORGANIZATIONS THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. THE CORPORATION SERVES THESE INDIVIDUALS AND OTHERS WITH HEALTH CARE PROGRAMS AND SERVICES RANGING FROM COMMUNITY HEALTH EDUCATION AND PREVENTIVE MEDICINE TO COMPLEX AND SPECIALIZED CARE REQUIRING ADVANCED TECHNOLOGY AND HIGHLY EXPERT STAFF. THE CORPORATION ENTHUSIASTICALLY EMBRACES ITS SPECIAL RESPONSIBILITY TO THE MOST VULNERABLE RESIDENTS IN ITS PRIMARY SERVICE AREA AND TO THE MEMBERS OF THE JEWISH COMMUNITY. THE CORPORATION REFLECTS THE VALUES OF THE JEWISH COMMUNITY BY CARING FOR ANY PERSON REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR THE ABILITY TO PAY. THE CORPORATION'S EDUCATIONAL COMMITMENT INCLUDES PROVIDING HEALTH EDUCATION TO THE COMMUNITY, AND TRAINING AND EDUCATING MEDICAL SCHOOL STUDENTS, GRADUATE AND PRACTICING PHYSICIANS, AND OTHER HEALTH CARE PROFESSIONALS. THE CORPORATION ALSO SUPPORTS CLINICAL RESEARCH FOR THE PURPOSE OF ENHANCING THE QUALITY OF PATIENT CARE AND ADVANCING THE SCIENCE OF MEDICINE. IN RESPONSE TO THE COVID-19 PANDEMIC OUTBREAK WITHIN THE PHILADELPHIA AND MONTGOMERY COUNTY COMMUNITIES DURING MARCH OF 2020, IN ACCORDANCE WITH ITS POLICY AND PROCEDURE REGARDING DISASTER RESPONSE, ALBERT EINSTEIN HEALTHCARE NETWORK ESTABLISHED A COVID-19 INCIDENT COMMAND CENTER THAT COMPRISED A MULTI-DISCIPLINARY TEAM OF CLINICAL AND ADMINISTRATIVE LEADERSHIP. THE TASK OF THE COMMAND CENTER WAS TO PROVIDE RAPID MOBILIZATION RELATED TO SURGE PLANNING, PROMPT DECISION MAKING AND A COORDINATION OF PERSONNEL, EQUIPMENT, AND PERSONAL PROTECTIVE EQUIPMENT (PPE). THROUGH THE ACTIONS OF THE COMMAND CENTER, COVID-19 RESOURCES WERE ESTABLISHED (SUCH AS, NEGATIVE PRESSURE ROOMS, CONVERSION OF ANESTHESIA EQUIPMENT TO VENTILATORS, NURSING SPACES WITH POSITIVE AIR FLOW) TO CREATE SAFE AREAS TO TREAT COVID-19 PATIENTS WHILE AT THE SAME TIME PROTECTING THE CARE TEAMS, STAFF AND OTHER PATIENTS. THESE ACTIONS ALLOWED THE NETWORK AND ITS AFFILIATED SUBSIDIARIES TO CONTINUE TO RESPOND TO THE COMMUNITY NEEDS IN VARIOUS WAYS DURING FISCAL YEAR 2022: - THE NETWORK TREATED COVID-19 POSITIVE OR CLINICALLY SUSPECTED PATIENTS WITHIN ITS INPATIENT FACILITIES BETWEEN JULY 1, 2021 AND JUNE 30, 2022. - OPERATED COVID-19 TESTING SITES WITHIN ITS COMMUNITY PRACTICES. - OPERATED COMMUNITY COVID-19 VACCINATION SITES. - PARTICIPATED IN A CITY-WIDE COLLABORATION ON COVID PATIENT LOAD LEVELING AND EDUCATION. - COLLABORATED WITH ARMY MEDICAL RESERVE. - CONVERTED OUTPATIENT IN-PERSON PROFESSIONAL PRACTICE BASED VISITS TO TELEHEALTH VISITS. - PROVIDED EDUCATION FOR COMMUNITY THROUGH VARIOUS OUTREACH CHANNELS. MOSS-REHAB OPENED ONE OF THE FIRST UNITS IN THE UNITED STATES TO SERVE COVID-19 INFECTED PATIENTS AND ASSOCIATED REHAB NEEDS. THE CORE+ UNIT STARTED APRIL 4TH, 2020. THE UNIT SERVES PATIENTS IN THE ACUTE PHASE OF COVID19 INFECTION WITH REHABILITATION NEEDS. CORE+ IS A SPECIALIZED REHABILITATION CARE ENVIRONMENT DEVELOPED TO TREAT PATIENTS WHO ARE RECOVERING FROM COVID-19 WHILE STILL POTENTIALLY CONTAGIOUS. STAFF IS TRAINED IN THE USE OF SAFETY EQUIPMENT AND IN THE PROVISION OF THIS CARE SAFELY. CORE FORM 990, PART V, LINE 2A AND CORE FORM, PART IX, LINE 24 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("NETWORK"); A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN") HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, ALBERT EINSTEIN MEDICAL CENTER ("AEMC"). AS SUCH, AEMC ISSUES ALL REQUIRED FORMS W-2 RELATED TO THE EMPLOYEES OF AEHN. CORE FORM, PART V, QUESTION 15 KENNETH D. LEVITAN IS AN OFFICER AND VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. LEVITAN IS ALSO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER FILED A 2021 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. LEVITAN'S COMPENSATION IN EXCESS OF $1M. GERARD F. BLANEY IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. BLANEY IS ALSO THE CHIEF FINANCIAL OFFICER OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER FILED A 2021 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. BLANEY'S COMPENSATION IN EXCESS OF $1M. STEVEN L. SIVAK, M.D. IS AN OFFICER AND VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. SIVAK IS ALSO THE CHIEF MEDICAL OFFICER OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER FILED A 2021 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO DR. SIVAK'S COMPENSATION IN EXCESS OF $1M. CORE FORM, PART VI, SECTION A; QUESTION 4 FROM JULY 1, 2021, TO OCTOBER 3, 2021, ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN") WAS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) AND MONTGOMERY HOSPITAL (EIN: 23-1352193). EFFECTIVE OCTOBER 4, 2021, AT 12:01 AM EST, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") (EIN: 23-1352651) BECAME THE SOLE MEMBER OF AEHN. EFFECTIVE WITH THIS AGREEMENT, AEHN BECAME A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF TJU; AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). AEHN'S BYLAWS WERE AMENDED EFFECTIVE OCTOBER 4, 2021 TO REFLECT THE CHANGE OF THE ORGANIZATION'S SOLE MEMBER. ASSISTANCE (FINANCIAL AND OTHER) WAS PROVIDED TO THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND MONTGOMERY HOSPITAL PRIOR TO AND FOLLOWING THE AFFILIATION WITH TJU. ANY ASSISTANCE PROVIDED POST AFFILIATION WAS DONE TO SUPPORT TJU AND TJU SYSTEM WHILE BEING UNDER TJU'S SUPERVISION, CONTROL AND RESERVED POWERS AS OUTLINED IN AEHN'S AMENDED AND RESTATED BYLAWS. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF THIS ORGANIZATION. TJU HAS THE 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 HE OR SHE 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 ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII 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 KENNETH D. LEVITAN IS A VOTING MEMBER/OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. LEVITAN IS ALSO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990 WHICH INCLUDES ALBERT EINSTEIN MEDICAL CENTER. PLEASE REFER TO THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FEDERAL FORM 990 FOR THIS INFORMATION. GERARD F. BLANEY IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. BLANEY IS ALSO THE CHIEF FINANCIAL OFFICER OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990 WHICH INCLUDES ALBERT EINSTEIN MEDICAL CENTER. PLEASE REFER TO THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FEDERAL FORM 990 FOR THIS INFORMATION. STEVEN L. SIVAK, M.D. IS A VOTING MEMBER/OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. SIVAK IS ALSO THE CHIEF MEDICAL OFFICER OF ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990 WHICH INCLUDES ALBERT EINSTEIN MEDICAL CENTER. PLEASE REFER TO THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FEDERAL FORM 990 FOR THIS INFORMATION. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS 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 REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - ASSET REVALUATION - ($52,173). CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2022 AND JUNE 30, 2021; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:8537028 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:3848831 FORM 990 PART IX LINE 11G DESCRIPTION:MAINTENANCE FEES TOTAL FEES:491329 EINSTEIN CARE PARTNERS LLC 3300 HENRY AVE FALLS 2 PHILADEPHIA PA 19121 821548407 MANAGEMENT PA 0 0 AEHN 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 TJUH SYSTEM 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 PHYSICIAN SERVICES 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 JPS false METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232678055 HEALTH SVCS. PA 501(C)(3) 12A TJUH SYSTEM 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 JHNES false ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. 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