CHESTER COUNTY HOSPITAL: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CHESTER COUNTY HOSPITAL (EIN 23-0469150)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202231339349303038
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-13T09:44:55-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN230469150EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHESTER COUNTY HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHARMAINE C ROCHESTERInCareOfNm
Business Name ControlCHESBusinessNameControlTxt
Phone6104315000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E MARSHALL STREETAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEITH KASPERPersonNm
Person TitleSVP/CFOPersonTitleTxt
Phone6104315000PhoneNum
Signature2022-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEITHPersonFirstNm
Person LastKASPERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTONIO C RUSSOPreparerPersonNm
PTINP00858539PTIN
Phone2673303000PhoneNum
Preparation2022-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL J DUNCANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E MARSHALL STREETAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$397,189,684GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CCHOSP.COMWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1892FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionDEDICATED, COMMUNITY-BASED HOSPITAL MAINTAINING HIGH QUALITY STANDARDS IN PATIENT CARE.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee3008TotalEmployeeCnt
Total Volunteers477TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$7,400,740PYContributionsGrantsAmt
CY Contributions Grants$19,397,684CYContributionsGrantsAmt
PY Program Service Revenue$341,536,718PYProgramServiceRevenueAmt
CY Program Service Revenue$372,655,576CYProgramServiceRevenueAmt
PY Investment Income$6,498PYInvestmentIncomeAmt
CY Investment Income$121,732CYInvestmentIncomeAmt
PY Other Revenue$6,355,285PYOtherRevenueAmt
CY Other Revenue$5,014,692CYOtherRevenueAmt
PY Total Revenue$355,299,241PYTotalRevenueAmt
CY Total Revenue$397,189,684CYTotalRevenueAmt
PY Grants And Similar Paid$1,814,362PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,849,461CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$173,054,927PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$191,196,474CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$157,176CYTotalFundraisingExpenseAmt
PY Other Expenses$204,290,107PYOtherExpensesAmt
CY Other Expenses$219,223,202CYOtherExpensesAmt
PY Total Expenses$379,159,396PYTotalExpensesAmt
CY Total Expenses$412,269,137CYTotalExpensesAmt
PY Revenues Less Expenses-$23,860,155PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$15,079,453CYRevenuesLessExpensesAmt
Total Assets BOY$217,406,508TotalAssetsBOYAmt
Total Assets EOY$210,914,346TotalAssetsEOYAmt
Total Liabilities BOY$137,867,192TotalLiabilitiesBOYAmt
Total Liabilities EOY$142,025,397TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$79,539,316NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$68,888,949NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE CHESTER COUNTY HOSPITAL IS A DEDICATED, COMMUNITY-BASED HOSPITAL COMMITTED TO HEALTH PROFESSIONAL EDUCATION AND THE PROVISION OF HIGH QUALITY PATIENT CARE, CONSISTENT WITH THE IDENTIFIABLE HEALTHCARE NEEDS OF THE CHESTER COUNTY AREA RESIDENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$395,286,377ExpenseAmt
Grant$1,849,461GrantAmt
Revenue$377,670,268RevenueAmt
DescTHE CHESTER COUNTY HOSPITAL (CCH) IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS). 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 FY 2021, UPHS PROVIDED $324 MILLION IN CHARITY AND UNDERFUNDED CARE FOR MEDICAID FAMILIES. CCH IS A DEDICATED, COMMUNITY-BASED HEALTH CARE ORGANIZATION WHICH ENJOYS INTEGRATED PROVIDER RELATIONSHIPS THAT FOSTER EXCELLENCE IN CLINICAL AND PERSONAL SERVICE. CCH SEEKS TO DEVELOP AND IMPLEMENT PROGRAMS AND SERVICES WHICH ENHANCE THE HEALTH STATUS OF THE COMMUNITY AND STRIVES TO EXCEED THE EXPECTATIONS OF THOSE IT SERVES, MAINTAIN STANDARDS OF THE HIGHEST QUALITY AND PROMOTE A REWARDING WORK ENVIRONMENT. CCH PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE, OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF CCH, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES AND FURTHER THAT OUR MISSION IS TO SERVE THE COMMUNITY WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. THEREFORE, IN KEEPING WITH ITS COMMITMENT TO SERVE ALL MEMBERS OF THE COMMUNITY, CCH PROVIDES: - FREE CARE AND/OR SUBSIDIZED CARE, - CARE PROVIDED TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT OR BELOW COST, - HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY WILL BE CONSIDERED WHERE THE NEED AND/OR AN INDIVIDUAL'S INABILITY TO PAY COEXISTS. THESE ACTIVITIES INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. EMERGENCY CARE IS PROVIDED 24 HOURS A DAY AND IS ACCESSIBLE TO ALL REGARDLESS OF A PERSON'S ABILITY TO PAY. CCH SERVICES 17,465 INPATIENTS AND PROVIDED MORE THAN 523,000 UNITS OF OUTPATIENT SERVICES DURING THE FISCAL YEAR. UNITS OF OUTPATIENT SERVICES INCLUDE: PRE-NATAL CLINIC VISITS, LAB REGISTRATIONS, RADIOLOGY TESTS, PHYSICAL THERAPY TREATMENTS, EMERGENCY ROOM VISITS AND OTHER ANCILLARY SERVICES. ALSO OBSERVATION PATIENTS OF 2,865 WERE SERVED. CCH PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT BELOW COST. RECOGNIZING ITS MISSION TO THE COMMUNITY, SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS. TO THE EXTENT REIMBURSEMENT IS BELOW COST, CCH RECOGNIZES THESE AMOUNTS AS CHARITY CARE IN MEETING IT'S MISSION TO THE ENTIRE COMMUNITY. CHARITY CARE IS ALSO PROVIDED THROUGH MANY REDUCED PRICE SERVICES AND FREE PROGRAMS OFFERED THROUGHOUT THE YEAR BASED UPON ACTIVITIES AND SERVICES WHICH CCH BELIEVES WILL SERVE A BONA FIDE COMMUNITY HEALTH NEED. THESE INCLUDE: - COMMUNITY HEALTH ACTIVITIES & PROGRAMS REACHING MANY MEMBERS OF THE COMMUNITY WITH A COST OF $1,498,000. - COST TO PROVIDE FREE CARE OF $8,121,000 (EXCLUDING BAD DEBTS). - VOLUNTEERS NUMBERED APPROX 477, WITH 35,891 HOURS OF SERVICE. COMMUNITY HEALTH IMPROVEMENT ACTIVITIES REACHED INCLUDE: - PROVIDING SCREENINGS, LABS AND RADIOLOGY TO UNDERSERVED POPULATIONS THROUGH PARTNERSHIPS WITH LOCAL FREE CLINICS - PROVIDING CHILDBIRTH EDUCATION CLASSES - PROVIDING PASTORAL CARE SERVICES TO PROVIDE SPIRITUAL SUPPORT DURING HOSPITAL STAYS - MAINTAINING CALL CENTER WITH UP TO DATE LISTING OF ALL HEALTH AND SOCIAL SERVICE AGENCIES SERVICING CHESTER COUNTY TO PROVIDE INFORMATION TO INDIVIDUALS - PROVIDING DIABETES EDUCATION IN HIGH RISK AREAS - PARTNERING WITH LOCAL UNIVERSITY TO PROVIDE EDUCATIONAL PROGRAMS BASED ON AN IDENTIFIED CHRONIC DISEASE ISSUE - PROVIDE FREE OR REDUCED COST CARE FOR PRENATAL PATIENTS WHO MEET CHARITY GUIDELINES IN COLLABORATION WITH THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, CCH AWARDS PENN MEDICINE CARES GRANTS TO COMMUNITY-BASED PROGRAMS ON BEHALF OF EMPLOYEES WHO VOLUNTEER THEIR TIME AND EFFORT AT THE INITIATIVES. BY FUNDING THESE PROGRAMS, PENN MEDICINE HELPED SUPPLY HEALTH SERVICES, FOOD, MEDICINE, CLOTHING, AND PLACES TO LIVE FOR THOUSANDS OF UNDERSERVED IN THE REGION EVERY YEAR. SINCE THE FIRST ROUND OF RECIPIENTS WAS ANNOUNCED IN JANUARY 2012 AND TO THE END OF FY21, PENN MEDICINE HAS SUPPORTED OVER 750 SERVICE PROJECTS WITH OVER $750,000 IN FUNDING. FOLLOWING PLEASE FIND CCA EMPLOYEES WHO RECEIVED THE CARES GRANT FOR THE 2021 FISCAL YEAR: THE PARKESBURG POINT, JOSE MATTHEWS: JOSE HAS BEEN VOLUNTEERING FOR 15 YEARS WITH THE PARKESBURG POINT, A YOUTH MINISTRY THAT SERVES 400 DISADVANTAGED YOUTH ANNUALLY IN PARKESBURG, CHESTER COUNTY, PA. ACCORDING TO THE MINISTRY, "MOST POINT STUDENTS COME FROM SINGLE-PARENT HOUSEHOLDS, 90 PERCENT LIVE BELOW THE POVERTY LEVEL FOR CHESTER COUNTY, AND MANY HAVE EXPERIENCED HOMELESSNESS... AND ARE STRUGGLING OR FAILING ACADEMICALLY." THE PANDEMIC HAS LED TO AN INCREASE IN COMMUNITY NEEDS. JOSE'S GRANT GOES FOR SPONSORING MEALS AND SUPPLIES AT THE POINT AND FOR PROVIDING A PLACE OF WARMTH AND SUPPORT FOR THE CHILDREN. PETALS PLEASE, SUSAN O'DONNELL: PETALS PLEASE WAS STARTED TO RECYCLE FLOWER ARRANGEMENTS FROM FUNERALS AND WEDDINGS, REPURPOSING THE FLOWERS INTO BEDSIDE TABLE ARRANGEMENTS FOR NURSING HOME RESIDENTS, HOSPICE PATIENTS, AND HOMEBOUND SENIORS. SINCE ITS INCEPTION, IT HAS GIFTED MORE THAN 20,000 BOUQUETS TO ELDERS AND OTHERS IN THE COMMUNITY. IT HAS ALSO REGULARLY DONATED TO CHESTER COUNTY HOSPITAL'S INPATIENT HOSPICE UNIT WHEN IT WAS OPERATING AND TO HOME PATIENTS AS WELL. IN APRIL, PETALS PLEASE WAS SCHEDULED TO MAKE 100 ARRANGEMENTS FOR PENN HOSPICE PATIENTS. FOR THIS OUTREACH, THE GROUP PURCHASED FLOWERS BECAUSE DONATED FLOWERS ARE NOT ALWAYS AVAILABLE. SUSAN NOTES THAT STUDIES HAVE SHOWN THE HEALTH BENEFITS OF FLOWERS, HELPING TO DECREASE RATES OF DEPRESSION AND ENCOURAGE INCREASED SOCIALIZING. LEAP FOR COATESVILLE, JESSICA SHOWELL: THE LEAP (LEADERSHIP AND EMPOWERMENT FOR ACCESS TO PROGRAMS) FOR COATESVILLE COMMITTEE WAS RECENTLY ESTABLISHED TO IMPROVE THIS HISTORICALLY UNDERSERVED COMMUNITY'S ACCESS TO HEALTH INFORMATION, EDUCATION, AND CARE. A GROUP OF 10 BLACK COATESVILLE COMMUNITY LEADERS IS COLLABORATING WITH SEVERAL STAFF MEMBERS OF CHESTER COUNTY HOSPITAL TO IDENTIFY THE HEALTH NEEDS OF THE COMMUNITY AND POTENTIAL BARRIERS TO CARE. JESSICA'S GRANT HELPS SUPPORT THE INAUGURAL "LEAP" COMMUNITY OUTREACH EVENT, DESIGNED TO INCREASE AWARENESS OF THE VALUE OF INDIVIDUAL HEALTH AND FITNESS, PROMOTE SOCIALIZATION, AND PROVIDE A SAFE, LOW-IMPACT FITNESS EXPERIENCE THAT CULTIVATES TRUST AND UNITY. REFRESHMENTS, FACE MASKS, AND HAND SANITIZERS WILL BE PROVIDED. YOUNG MEN AND WOMEN IN CHARGE, JACQUELINE FELICETTI: YOUNG MEN AND WOMEN IN CHARGE (YMWIC) IS A NOT-FOR-PROFIT ORGANIZATION DEDICATED TO HELPING PREPARE ECONOMICALLY DISADVANTAGED AND HISTORICALLY UNDERREPRESENTED YOUNG PEOPLE TO EXCEL AND BECOME LEADERS IN SCIENCE, TECHNOLOGY, ENGINEERING, AND MATH. YMWIC TRIES TO MAKE A DIFFERENCE THROUGH MENTORING AND PROVIDING FINANCIAL ASSISTANCE. JACQUELINE'S GRANT ALLOWS THE PURCHASE OF BLUE BLAZERS, WHITE SHIRTS, KHAKIS, AND SHOES FOR FIVE STUDENTS, WHO WILL BE MENTORED BY MICHAEL J. DUNCAN AND OTHER CHESTER COUNTY HOSPITAL LEADERS. COMMITTEE TO BENEFIT THE CHILDREN COVID RELIEF FUND, DIANNA KANE: THE MISSION OF THE COMMITTEE TO BENEFIT THE CHILDREN (CBC) IS TO PROVIDE RESOURCES FOR TREATMENT, CARE, AND FAMILY SUPPORT FOR CHILDREN WITH CANCER, LEUKEMIA, AND OTHER SERIOUS BLOOD DISORDERS, WHO ARE SEEKING TREATMENT AT ST. CHRISTOPHER'S HOSPITAL. BEFORE THE PANDEMIC, THE CBC GRANTED EACH FAMILY IN NEED A MAXIMUM OF $1,500 IN FAMILY AID, TO BE USED AT THEIR SOCIAL WORKER'S DISCRETION. DIANNA'S GRANT GOES TO THE NEW EMERGENCY COVID-19 RELIEF FUND, WHICH HELPS KEEP THE FAMILIES AFLOAT DURING THIS UNPRECEDENTED TIME, PROVIDING SUPPORT FOR RENT, UTILITIES, AND FOOD. FACE ADDICTION WITH INTERVENTION AND TRAINING FOR HEALING (F.A.I.T.H), STEPHEN NAYLOR: STEPHEN'S GRANT SUPPORTS F.A.I.T.H. INITIATIVES (FACE ADDICTION WITH INTERVENTION AND TRAINING FOR HEALING), WHICH SEEKS TO REDUCE THE STIGMA ASSOCIATED WITH ADDICTIONS AND TO BRING DOWN BARRIERS SO THAT PEOPLE COME FORWARD WITH THEIR STRUGGLES. ITS TRANSFORMATIONAL PROGRAM IS ADMINISTERED BY GOAL PROJECT, INC. WITH HELP FROM THE GRANT, GOAL AND VOLUNTEERS WILL CREATE SIX VIDEOS THAT EMPHASIZE THE IMPORTANCE OF PREVENTING ADDICTION. WITH PENN MEDICINE'S SUPPORT, F.A.I.T.H. INITIATIVES WILL REACH THE SPANISH-SPEAKING COMMUNITY IN LANCASTER COUNTY, WHERE CLOSE FAMILY ALLIANCES OFTEN KEEP MEMBERS SILENT BECAUSE OF THE SHAME ASSOCIATED WITH ADDICTION. THE DARBY MISSION FOOD OUTREACH PROGRAM, MEGAN REITER: THE DARBY MISSION IS A MISSION OF TDesc
Total Program Service Expenses$395,286,377TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
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Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
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PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3008EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCHARMAINE C ROCHESTERPersonNm
Phone6104315000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E MARSHALL STREETAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KEVIN B MAHONEY
EX-OFFICIO TRUSTEE1.054.0Yes (X)$0$2,033,167$406,854
KEITH KASPER
TREASURER1.054.0$0$1,572,045$206,973Yes (X)
BERT W O'MALLEY JR MD
TRUSTEE1.054.0Yes (X)$0$1,461,786$168,658
MICHAEL J DUNCAN
PRES, CEO & EX-OFFICIO TRUSTEE54.01.0Yes (X)$961,914$0$120,241Yes (X)
LORI GUSTAVE
UPHS CEO DESIGNEE1.02.0Yes (X)$0$652,816$104,407
MAUREEN HEWITT MD
TRUSTEE1.01.0Yes (X)$0$483,068$66,794
RICHARD DONZE DO MPH
SVP MEDICAL AFFAIRS54.01.0$506,629$0$17,670Yes (X)
MICHAEL D BARBER MHA
COO54.01.0$460,883$0$8,475Yes (X)
ANGELA R COLADONATO RN MSN
SVP NURSING51.04.0$414,338$0$17,738Yes (X)
LIZA P JODRY
PHYSICIAN PATHOLOGIST55.00.0$407,341$0$22,370Yes (X)
JAMES I HEALD
PHYSICIAN PATHOLOGIST55.00.0$398,469$0$20,543Yes (X)
SCOTT H SAUL
PHYSICIAN PATHOLOGIST55.00.0$399,141$0$19,870Yes (X)
MEHMET I GORAL
PHYSICIAN PATHOLOGIST55.00.0$406,114$0$8,713Yes (X)
CHARMAINE ROCHESTER DHA CPA
ASST. TRS.,SVP FIN- THRU 12/2026.029.0$0$383,821$23,716Yes (X)
KEVIN R O'BRIEN JD MLT
SECRETARY & SVP DEVELOPMENT54.01.0Yes (X)$327,092$0$23,618Yes (X)
ROSSITZA A DRAGANOVA-TACHEVA
PHYSICIAN PATHOLOGIST55.00.0$286,516$0$24,091Yes (X)
KATHLEEN GORMAN
SVP STRATEGIC PLANNING & MKTG54.01.0$286,353$0$18,168Yes (X)
JACQUELINE A FELICETTI
CHIEF HUMAN RES OFF-AS OF 7/2054.01.0$219,948$0$9,530Yes (X)
WILLIAM W WYLIE JR
CHAIRPERSON-THRU 6/3/211.01.0Yes (X)$0$0$0Yes (X)
CHARLES J BARR MD
TRUSTEE-THRU 6/3/211.01.0Yes (X)$0$0$0
TIMOTHY BOYEK MD
TRUSTEE1.01.0Yes (X)$0$0$0
AMANDA CABOT
TRUSTEE-THRU 9/201.01.0Yes (X)$0$0$0
JAMES M HERR
TRUSTEE1.01.0Yes (X)$0$0$0
PATRICIA KNECHT PHD RN ANEF
TRUSTEE1.01.0Yes (X)$0$0$0
SANFORD T LIPSTEIN
TRUSTEE1.01.0Yes (X)$0$0$0
JOHN J MOLINELLI
TRUSTEE1.01.0Yes (X)$0$0$0
EDWARD J BREINER
TRUSTEE - CHAIRPERSON1.01.0Yes (X)$0$0$0
R LORRAINE BERNOTSKY
TRUSTEE-AS OF 6/3/211.01.0Yes (X)$0$0$0
ALPA M VADHER MD
TRUSTEE-AS OF 6/3/211.01.0Yes (X)$0$0$0
Christine Bendinelli
TRUSTEE-AS OF 6/3/211.01.0Yes (X)$0$0$0
KAREN PINSKY MD
CHIEF MEDICAL OFFICER54.01.0$0$0$0Yes (X)
SEAN M FITZPATRICK CPA
ASST TREAS,SVP,CFO-AS OF 4/211.054.0$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,074,738TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,586,703TotReportableCompRltdOrgAmt
Total Other Compensation$1,288,429TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K393IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LF DRISCOLL COMPANY LLC
STE 500 - 401 CITY AVEBALA CYNWYDPA19004CONSTRUCTION SRVCS$39,160,804
OBHG PENNSYLVANIA PC
BLDG 1 777 LOWNDES HILL RDGREENVILLESC29607Medical Services$1,692,347
SEAVEST CORE FUND I LLC
STE 200 101 W BIG BEAVER RDTROYMI48084PROPERTY LEASE$1,602,344
TURKS HEAD HEALTH SERVICES INC
701 E MARSHALL STWEST CHESTERPA19380MEDICAL SERVICES$1,196,664
HEALTH SCIENCES CONSTRUCTION
304 NEW MILL LNEXTONPA19341CONSTRUCTION SRVCS$1,006,777
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K48CntrctRcvdGreaterThan100KCnt
Related Organizations$5,187,636RelatedOrganizationsAmt
Government Grants$13,950,000GovernmentGrantsAmt
All Other Contributions$260,048AllOtherContributionsAmt
Total Contributions$19,397,684TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescNET PATIENT SERVICE REVENUESDesc
Business621400BusinessCd
Total Revenue Column$372,655,576TotalRevenueColumnAmt
Related Or Exempt Func Income$372,655,576RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$372,655,576TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,534TotalRevenueColumnAmt
Exclusion$6,534ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$115,198OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$115,198OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,198TotalRevenueColumnAmt
Exclusion$115,198ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
PROFESSIONAL FEES INCOME621400$725,704$725,704
IET SUPPORT & MAPS REVENUE621400$1,387,391$1,387,391
THIRD PARTY SETTLEMENTS621400$1,743,549$1,743,549

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,158,048TotalRevenueColumnAmt
Related Or Exempt Func Income$1,158,048RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,014,692OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$397,189,684TotalRevenueColumnAmt
Related Or Exempt Func Income$377,670,268RelatedOrExemptFuncIncomeAmt
Exclusion$121,732ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,849,461TotalAmt
Program Services$1,849,461ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$4,341,971TotalAmt
Program Services$4,052,754ProgramServicesAmt
Management And General$286,096ManagementAndGeneralAmt
Fundraising$3,121FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$151,019,397TotalAmt
Program Services$140,960,064ProgramServicesAmt
Management And General$9,950,797ManagementAndGeneralAmt
Fundraising$108,536FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$3,704,108TotalAmt
Program Services$3,555,944ProgramServicesAmt
Management And General$148,164ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,432,141TotalAmt
Program Services$19,983,592ProgramServicesAmt
Management And General$1,437,151ManagementAndGeneralAmt
Fundraising$11,398FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$10,698,857TotalAmt
Program Services$10,063,098ProgramServicesAmt
Management And General$619,743ManagementAndGeneralAmt
Fundraising$16,016FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,581TotalAmt
Program Services$5,558ProgramServicesAmt
Management And General$10,023ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$753,078TotalAmt
Program Services$704,995ProgramServicesAmt
Management And General$47,344ManagementAndGeneralAmt
Fundraising$739FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$582,522TotalAmt
Program Services$572,186ProgramServicesAmt
Management And General$10,293ManagementAndGeneralAmt
Fundraising$43FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,354,239TotalAmt
Program Services$5,174,779ProgramServicesAmt
Management And General$178,596ManagementAndGeneralAmt
Fundraising$864FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$52,200TotalAmt
Program Services$40,372ProgramServicesAmt
Management And General$11,812ManagementAndGeneralAmt
Fundraising$16FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$622,334TotalAmt
Program Services$600,455ProgramServicesAmt
Management And General$21,879ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,586,144TotalAmt
Program Services$1,552,642ProgramServicesAmt
Management And General$33,502ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$65,546,943$64,585,632$959,932$1,379
DRUG SUPPLIES$57,181,583$57,180,631$952
CORPORATE SERVICE EXPENSE$27,271,536$26,180,675$1,090,861
PURCHASED SERVICES$37,776,949$36,466,915$1,300,734$9,300

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$22,480,093TotalAmt
Program Services$21,756,624ProgramServicesAmt
Management And General$717,705ManagementAndGeneralAmt
Fundraising$5,764FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$412,269,137TotalAmt
Program Services$395,286,377ProgramServicesAmt
Management And General$16,825,584ManagementAndGeneralAmt
Fundraising$157,176FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,750BOYAmt
EOY$2,100EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$10,614,904BOYAmt
EOY$9,364,306EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$35,357,656BOYAmt
EOY$45,358,814EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$233,923BOYAmt
EOY$233,923EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$7,468,835BOYAmt
EOY$9,877,084EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,854,571BOYAmt
EOY$7,256,579EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$644,449,258LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$240,794,969LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$414,672,831BOYAmt
EOY$403,654,289EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,642,639BOYAmt
EOY$24,706,741EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY-$277,440,601BOYAmt
EOY-$289,539,490EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$217,406,508BOYAmt
EOY$210,914,346EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$14,922,546BOYAmt
EOY$6,918,453EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$359,821BOYAmt
EOY$359,821EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$49,816,030BOYAmt
EOY$49,917,631EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$72,768,795BOYAmt
EOY$84,829,492EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$137,867,192BOYAmt
EOY$142,025,397EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$61,040,109BOYAmt
EOY$44,325,641EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,499,207BOYAmt
EOY$24,563,308EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$79,539,316BOYAmt
EOY$68,888,949EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$217,406,508BOYAmt
EOY$210,914,346EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$15,079,453ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,208,141NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,779,055OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,506,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,988,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$280,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,400,740CurrentTaxYearMinus1YearAmt
Current Tax Year$19,397,684CurrentTaxYearAmt
Total$39,574,129TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,506,054CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,988,889CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$280,762CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,400,740CurrentTaxYearMinus1YearAmt
Current Tax Year$19,397,684CurrentTaxYearAmt
Total$39,574,129TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$0SubstantialContributorsTotAmt
Public Support Total170$39,574,129PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,332CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$485,982CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$204,782CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,498CurrentTaxYearMinus1YearAmt
Current Tax Year$6,534CurrentTaxYearAmt
Total$730,128TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$40,304,257TotalSupportAmt
Gross Receipts Rltd Activities$1,747,956,363GrossReceiptsRltdActivitiesAmt
Public Support CY1700.98189PublicSupportCY170Pct
Public Support PY1700.96285PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,642,640BeginningYearBalanceAmt
Contributions$215,541ContributionsAmt
Investment Earnings Or Losses$6,053,527InvestmentEarningsOrLossesAmt
Other Expenditures$204,867OtherExpendituresAmt
End Year Balance$24,706,841EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,941,880BeginningYearBalanceAmt
Contributions$321,100ContributionsAmt
Investment Earnings Or Losses-$456,835InvestmentEarningsOrLossesAmt
Other Expenditures$163,505OtherExpendituresAmt
End Year Balance$18,642,640EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,532,217BeginningYearBalanceAmt
Contributions$3,825ContributionsAmt
Investment Earnings Or Losses$515,864InvestmentEarningsOrLossesAmt
Other Expenditures$110,026OtherExpendituresAmt
End Year Balance$18,941,880EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,880,749BeginningYearBalanceAmt
Contributions$10,700ContributionsAmt
Investment Earnings Or Losses$700,663InvestmentEarningsOrLossesAmt
Other Expenditures$59,895OtherExpendituresAmt
End Year Balance$18,532,217EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,712,766BeginningYearBalanceAmt
Contributions$5,544ContributionsAmt
Investment Earnings Or Losses$220,353InvestmentEarningsOrLossesAmt
Other Expenditures$57,914OtherExpendituresAmt
End Year Balance$17,880,749EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,904,080OtherCostOrOtherBasisAmt
Book Value$10,904,080BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$376,348,274OtherCostOrOtherBasisAmt
Depreciation$47,695,285DepreciationAmt
Book Value$328,652,989BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$195,939OtherCostOrOtherBasisAmt
Depreciation$645,475DepreciationAmt
Book Value-$449,536BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$257,000,965OtherCostOrOtherBasisAmt
Depreciation$192,454,209DepreciationAmt
Book Value$64,546,756BookValueAmt
FieldValueIRS element (for citing)
Other Land BuildingsOtherLandBuildingsGrp
Total Book Value Land Buildings$403,654,289TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
ACCRUED MALPRACTICE & WORKERS'$1,217,218
EST. THIRD PARTY SETTLEMENTS$8,914,317
ACCRUED SALARIES AND TAXES$17,176,446
OTHER LIABILITIES$57,521,511
FieldValueIRS element (for citing)
Total Liability$84,829,492TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4USE 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 IX/PART XDETAIL OF OTHER ASSETS/OTHER LIABILITIES THE DUE FROM/DUE TO AFFILIATE ACCOUNTS REPRESENT AMOUNTS OWED TO/OWED FROM THIS ORGANIZATION FROM/TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"), A RELATED ORGANIZATION, BASED UPON THE UNIVERSITY'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------
SCHEDULE D, PART X, LINE 2TEXT 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, 2021 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 F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Region Total Expenditures$76,880,409RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$76,880,409SubtotalSpentAmt
Total Spent$76,880,409TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
Indiv Hospital Tailored PolicyYes (X)IndivHospitalTailoredPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other300.FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetfalseFinancialAssistanceBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$2,171,598TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$2,171,598NetCommunityBenefitExpnsAmt
Total Expense0.00530TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$26,882,260TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$20,404,160DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,478,101NetCommunityBenefitExpnsAmt
Total Expense0.01570TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$29,053,858TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$20,404,160DirectOffsettingRevenueAmt
Net Community Benefit Expns$8,649,699NetCommunityBenefitExpnsAmt
Total Expense0.02100TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,920,058TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$421,804DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,498,253NetCommunityBenefitExpnsAmt
Total Expense0.00360TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,920,058TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$421,804DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,498,253NetCommunityBenefitExpnsAmt
Total Expense0.00360TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$30,973,916TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$20,825,964DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,147,952NetCommunityBenefitExpnsAmt
Total Expense0.02460TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedfalseBadDebtExpenseReportedInd
Bad Debt Expense$10,696,218BadDebtExpenseAmt
Bad Debt Expense Attributable$0BadDebtExpenseAttributableAmt
Reimbursed By Medicare$98,312,181ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$124,464,441CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$26,152,260MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp

Entity Name EntityName

FieldValueIRS element (for citing)
Business Name Line1TURK'S HEAD SURGERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Primary ActivitiesOUTPATIENT SURGERY FACILITYPrimaryActivitiesTxt
Org Profit Or Ownership0.68028OrgProfitOrOwnershipPct
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHESTER COUNTY HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E MARSHALL STREETAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.CCHOSP.COMWebsiteAddressTxt
State LicenseLICENSE# 290801StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Critical Access HospitalYes (X)CriticalAccessHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1CHESTER COUNTY HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted18CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE SCHEDULE H, PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt19ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE SCHEDULE H, PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care300.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care300.FPGFamilyIncmLmtDscntCarePct
Income Level CriteriaYes (X)IncomeLevelCriteriaInd
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSCH H, PART V, SECT CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSCH H, PART V, SECT CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSCH H, PART V, SECT CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr PrvtYes (X)LookBackMedicaidMedcrPrvtInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 ("HFIC") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. PDPH AND HFIC DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PATIENT-INFORMATION /PRIVACY-AND-HEALTH-CARE-POLICIES/FINANCIAL-ASSISTANCE --------------------
PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. PLAN PUBLIC AVAILABILITY)A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION STRATEGY CAN BE ACCESSED AT: https://www.pennmedicine.org/about/serving-our-community/reports OUR CHNA AND IMPLEMENTATION STRATEGY ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMP. STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED BY 11/15/2019, 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 THE FOLLOWING: https://www.pennmedicine.org/about/serving-our-community/reports --------------------
PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY)A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /privacy-and-health-care-policies/financial-assistance ------------------

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 IS INCLUDED IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART III, SECTION A, LINE 2 (BAD DEBT EXPENSE)THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) THIS ORGANIZATION IS A PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS"). UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 10 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. --------------------
PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL)THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARTITABLE HEALTHCARE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (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 (COLLECTING 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)THE MISSION OF UPHS IS TO PROVIDE THE MOST ADVANCED AND HIGHEST QUALITY PATIENT CARE POSSIBLE; TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR STUDENTS AND TRAINEES; AND TO SUPPORT CLINICAL RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE. TO THESE ENDS, UPHS IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS OUR HOME. ON ANY GIVEN DAY, UPHS PHYSICIANS, NURSES, MEDICAL STUDENTS, AND VOLUNTEERS ARE OUT IN THE COMMUNITY SHARING THEIR SKILLS, THEIR TALENTS AND MOST IMPORTANTLY, THEMSELVES FOR THE BETTERMENT OF THE COMMUNITY. - HOW UPHS IDENTIFIES AND TAKES ACTION TO ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES IN MEDICAL CARE EVERY DAY IN OUR NEIGHBORHOOD CLINICS, IN OUR EMERGENCY ROOM AND PHYSICIANS' OFFICES WE SEE THE EFFECTS OF RACIAL, ETHNIC, AND GENDER DISPARITIES IN HEALTH CARE. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN NEED OF URGENT MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS OR ANY OTHER SOCIO-ECONOMIC FACTORS. AS THE MAIN PROVIDER IN A SERVICE AREA THAT INCLUDES A NUMBER OF ECONOMICALLY-CHALLENGED NEIGHBORHOODS, UPHS PROVIDES CARE TO MANY PATIENTS WHO DO NOT HAVE HEALTH INSURANCE PROVIDING MORE THAN $100 MILLION IN CHARITY AND UNDERFUNDED CARE EACH YEAR. IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND OTHER AREA INSTITUTIONS, UPHS SEEKS TO IDENTIFY AND ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES THROUGH SUPPORT FOR PROGRAMS INCLUDING, BUT NOT LIMITED TO: > PUENTES DE SALUD - A WEEKLY FREE CLINIC THAT SEEKS TO ADDRESS THE HEALTH NEEDS OF THE GROWING LATINO POPULATION BY PROVIDING LOW-COST CARE TO PATIENTS ANNUALLY. > THE UNITY CLINIC - A FREE CLINIC THAT PROVIDES PRIMARY CARE SERVICES TO LOW-INCOME ASIAN IMMIGRANTS IN PHILADELPHIA. > WOMEN AND CHILDREN'S HEALTH SERVICES - AN AMBULATORY CARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, FAMILY PLANNING, AND SOCIAL SERVICES THROUGH FREE AND LOW COST PROGRAMS THAT EXTEND WELL BEYOND TRADITIONAL MEDICAL CARE. - HOW THE HEALTH SYSTEM ASSESSES COMMUNITY HEALTH STATUS UPHS PROVIDES VARIOUS COMMUNITY SERVICES WHICH, IN CONJUNCTION WITH PROVIDING PATIENT CARE AND EDUCATIONAL INFORMATION, HELP US ASSESS THE HEALTH STATUS OF OUR COMMUNITY. SOME OF OUR MOST SUCCESSFUL INITIATIVES RESULT FROM APPLYING THE COLLECTIVE RESOURCES OF COMMUNITY RESIDENTS AND ORGANIZATIONS, HEALTH CARE PROFESSIONALS, AND PUBLIC HEALTH AGENCIES WITH THE GOAL OF IDENTIFYING AND ADDRESSING A COMMUNITY PROBLEM. THIS IS ACCOMPLISHED IN MANY WAYS, SUCH AS: FORMAL HEALTH ASSESSMENTS THAT INDIVIDUAL PROGRAMS MAY PERFORM, OPEN DIALOGUE WITH COMMUNITY LEADERS THROUGH PARTICIPATION IN COMMUNITY MEETINGS, OR BY ASSESSING COMMUNITY HEALTH STATUS IN THE WORK WE PERFORM OUT IN THE COMMUNITY. - HOW THE HEALTH SYSTEM COLLABORATES WITH COMMUNITY STAKEHOLDERS, INCLUDING OTHER INSTITUTIONAL PROVIDERS, TO IDENTIFY SPECIFIC COMMUNITY HEALTH NEEDS AND TO DEVELOP AND MEASURE EFFECTIVENESS OF PROGRAMS TO HELP MEET THOSE NEEDS COLLABORATION WITH COMMUNITY STAKEHOLDERS AND OTHER INSTITUTIONAL PROVIDERS IS A PARTICULARLY STRONG AREA FOR UPHS. WORKING IN CONJUNCTION WITH COMMUNITY-BASED NON-PROFIT ORGANIZATIONS, CITY AGENCIES AND OTHER COMMUNITY STAKEHOLDERS, UPHS SEEKS TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS THROUGH PROGRAMS AND SERVICES, SUCH AS: > SAYRE HEALTH CENTER - RECOGNIZING A NEED FOR PRIMARY CARE SERVICES IN THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. IN ADDITION TO THE PROGRAMS OUTLINED ABOVE, UPHS PHYSICIANS AND STAFF PROVIDE EDUCATIONAL PROGRAMS IN CONJUNCTION WITH AREA HIGH SCHOOLS AND VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL. - HOW THE HEALTH SYSTEM REGULARLY REPORTS TO THE COMMUNITY ON THE ORGANIZATION'S QUALITY PERFORMANCE FOR THE FULL RANGE OF SERVICES IT PROVIDES SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE," WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. ADDITIONALLY, UPHS HAS ALSO IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. THIS REPORTING PROGRAM HAS BEEN DEVELOPED TO ENCOURAGE UPHS EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. http://www.pennmedicine.org/health-system/about/community/ -WHETHER AND HOW UPHS IS ADDRESSING THE PER CAPITA COST OF CARE IN THE COMMUNITY. UPHS SUPPORTS EFFORTS TO PROVIDE FREE AND LOW-COST CARE TO THE COMMUNITY THROUGH PARTNERSHIPS WITH BOTH PENN-RELATED AND NON-RELATED PROGRAMS. UPHS PHYSICIANS AND STAFF WORK IN HEALTH CLINICS THROUGHOUT PHILADELPHIA THAT PROVIDE THESE MUCH-NEEDED SERVICES THAT ALSO ADDRESSES THE PER CAPITA COST OF HEALTH CARE IN THE COMMUNITY. IN ADDITION, UPHS HAS A SPECIALTY CARE CONTRACT WITH THE CITY OF PHILADELPHIA THAT ALLOWS PHYSICIANS FROM THE CITY'S DISTRICT HEALTH CENTERS TO REFER PATIENTS INTO THE SYSTEM FOR APPOINTMENTS IN SPECIALTIES SUCH AS CARDIOLOGY, NEUROLOGY AND DERMATOLOGY. THESE SERVICES ARE PROVIDED TO THE CITY AT A SIGNIFICANTLY REDUCED COST - GIVING UNINSURED AND UNDERINSURED PATIENTS ACCESS TO CARE THEY MIGHT NOT OTHERWISE RECEIVE WHILE KEEPING DOWN THE PER CAPITA COST FOR THE CITY AND RESIDENTS OF THE COMMUNITY. AT UPHS, WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, UPHS HAS CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE- BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND PROACTIVE IN FINDING SOLUTIONS. IN ADDITION TO OUR OWN INTERNAL EFFORTS, UPHS ALSO COLLABORATES WITH VARIOUS PUBLIC AND PRIVATE AGENCIES TO HELP DETERMINE COMMUNITY HEALTH NEEDS AND HOW BEST TO ADDRESS THEM. THE SUCCESS OF COMMUNITY OUTREACH REQUIRES A STRONG FOCUS ON SOLUTIONS. AT UPHS, WE CONTINUALLY FIND WAYS TO EXPAND AND STRENGTHEN THE SAFETY NET THAT HELPS ENSURE THE WELL-BEING OF THE COMMUNITIES WE SERVE. IN THAT REGARD, ONE OF OUR MAJOR RESPONSIBILITIES IS TO SHARE KNOWLEDGE. WORKING TOGETHER WITH COMMUNITY PARTNERS ENABLES US TO ACCOMPLISH MORE THAN ANY ONE PERSON COULD INDIVIDUALLY. PLEASE SEE OUR MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN FOR ADDITIONAL INFORMATION. A COPY OF OUR CHNA AND IMPLEMENTATION PLAN CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SERVING-OUR-COMMUNITY/REPORTS. -------------------
PART VI, LINE 3 (PATIENT EDUCATION OF ELIGBILITY FOR ASSISTANCE)UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGIOUS CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PATIENT-INFORMATION /PRIVACY-AND-HEALTH-CARE-POLICIES/FINANCIAL-ASSISTANCE --------------------
PART VI, LINE 4 (COMMUNITY INFORMATION)CHESTER COUNTY HOSPITAL WORKS TO SUPPORT ITS COMMUNITY THROUGH INTERNAL PROGRAMS, AS WELL AS, PARTNERSHIPS WITH OTHER HEALTHCARE ORGANIZATIONS IN THE COUNTY. CHESTER COUNTY HOSPITAL OPERATES MULTIPLE SITES THROUGHOUT THE COUNTY TO HELP PROVIDE EASE OF ACCESS TO QUALITY HEALTHCARE. CHESTER COUNTY HOSPITAL ALSO ENCOURAGES COMMUNITY INVOLVEMENT AND VOLUNTEERISM BY ITS EMPLOYEES TO IMPROVE THE OVERALL WELLBEING OF THE COMMUNITY. --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH)DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY THIS ORGANIZATION 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 JERSEY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 110 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. --------------------
PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT)N/A

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CHESTER COUNTY HOSPITAL FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 E MARSHALL STREETAddressLine1Txt
CityWEST CHESTERCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19380ZIPCd
FieldValueIRS element (for citing)
Recipient EIN232267407RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,849,461CashGrantAmt
Purpose Of GrantSUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE CHESTER COUNTY HOSPITAL PROVIDES ASSISTANCE TO THE CHESTER COUNTY HOSPITAL FOUNDATION BASED ON ESTABLISHED CRITERIA. THIS ENSURES THAT ALL DISBURSED FUNDS ARE USED BY THE CHESTER COUNTY HOSPITAL FOUNDATION FOR SPECIFIC AGREED UPON PURPOSES AND IN FURTHERANCE OF ITS CHARITABLE PURPOSE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL J DUNCAN
PRES, CEO & EX-OFFICIO TRUSTEE$741,198$0$72,899$0$147,817$0$102,330$0$17,911$0$1,082,155$0$123,113$0
MAUREEN HEWITT MD
TRUSTEE$0$435,941$0$0$0$47,127$0$36,450$0$30,344$0$549,862$0$0
KEITH KASPER
TREASURER$0$929,309$0$375,766$0$266,970$0$180,000$0$26,973$0$1,779,018$0$213,363
KEVIN B MAHONEY
EX-OFFICIO TRUSTEE$0$1,329,800$0$437,000$0$266,367$0$385,800$0$21,054$0$2,440,021$0$232,058
KEVIN R O'BRIEN JD MLT
SECRETARY & SVP DEVELOPMENT$278,012$0$27,772$0$21,308$0$0$0$23,618$0$350,710$0$0$0
BERT W O'MALLEY JR MD
TRUSTEE$0$931,091$0$404,776$0$125,919$0$148,510$0$20,148$0$1,630,444$0$102,200
LORI GUSTAVE
UPHS CEO DESIGNEE$0$395,572$0$168,375$0$88,869$0$77,260$0$27,147$0$757,223$0$0
CHARMAINE ROCHESTER DHA CPA
ASST. TRS.,SVP FIN- THRU 12/20$0$312,569$0$68,580$0$2,672$0$3,167$0$20,549$0$407,537$0$0
MICHAEL D BARBER MHA
COO$400,348$0$39,312$0$21,223$0$0$0$8,475$0$469,358$0$0$0
RICHARD DONZE DO MPH
SVP MEDICAL AFFAIRS$443,256$0$38,176$0$25,197$0$0$0$17,670$0$524,299$0$0$0
ANGELA R COLADONATO RN MSN
SVP NURSING$327,400$0$65,334$0$21,604$0$0$0$17,738$0$432,076$0$0$0
KATHLEEN GORMAN
SVP STRATEGIC PLANNING & MKTG$216,622$0$48,901$0$20,830$0$0$0$18,168$0$304,521$0$0$0
MEHMET I GORAL
PHYSICIAN PATHOLOGIST$403,362$0$0$0$2,752$0$0$0$8,713$0$414,827$0$0$0
JAMES I HEALD
PHYSICIAN PATHOLOGIST$393,185$0$0$0$5,284$0$0$0$20,543$0$419,012$0$0$0
SCOTT H SAUL
PHYSICIAN PATHOLOGIST$393,857$0$0$0$5,284$0$0$0$19,870$0$419,011$0$0$0
LIZA P JODRY
PHYSICIAN PATHOLOGIST$406,369$0$0$0$972$0$0$0$22,370$0$429,711$0$0$0
ROSSITZA A DRAGANOVA-TACHEVA
PHYSICIAN PATHOLOGIST$286,085$0$0$0$431$0$0$0$24,091$0$310,607$0$0$0
JACQUELINE A FELICETTI
CHIEF HUMAN RES OFF-AS OF 7/20$183,522$0$35,752$0$674$0$0$0$9,530$0$229,478$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE J, PART I, LINE 3TOP 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. ------------------------------
FORM 990, SCHEDULE J, LINE 4BSUPP NONQUALIFIED RET. 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: DUNCAN, MICHAEL J.- $123,113 KASPER, KEITH- $213,363 MAHONEY, KEVIN- $232,058 GUSTAVE, LORI- $68,963 O'MALLEY, BERT W., JR, MD - $123,046 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 "MED 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 MED SERP PLAN DURING THE YEAR: HEWITT, MAUREEN R.- NO DISTRIBUTION O'MALLEY, BERT W., JR, MD - NO DISTRIBUTION ------------------------------
FORM 990, SCHEDULE J, LINE 7PROVISION OF NON-FIXED PAYMENTS CHESTER COUNTY HOSPITAL 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 K IRS990ScheduleK

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE K CHESTER COUNTY HOSPITAL 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 CHESTER COUNTY HOSPITAL WAS $49,917,631 AS OF JUNE 30, 2021.ExplanationTxt

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonMICHAEL J DUNCANPersonNm
Relationship With OrgOFFICERRelationshipWithOrgTxt
Loan PurposeEMPLOYEE LOANLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$233,923OriginalPrincipalAmt
Balance Due$233,923BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$233,923TotalBalanceDueAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART V, LINE 1ADETAIL 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 11FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PRICEWATERHOUSECOOPERS LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2020 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 2020 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------
FORM 990, PART VI, SECTION A, LINE 12CCONFLICT 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; (5) MEMBERS OF THE INVESTMENT BOARD; AND (5) KEY EMPLOYEES. 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 15COMPENSATION 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 19DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NOTE THAT SINCE THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1892, IT WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, THE ORGANIZATION'S IRC SECTION 501(C)(3) TAX-EXEMPT STATUS WAS GRANDFATHERED BY THE IRS. ------------------------------
FORM 990, PART XI, LINE 9DETAIL OF OTHER CHANGES IN NET ASSETS DECREASE IN INTEREST IN CCH FOUNDATION $ -1,779,055 ------------ TOTAL $ -1,779,055 -----------------------------

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (50 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
AFFILIA HOME HEALTH
1811 OLDE HOMESTEAD LANELANCASTERPA17601231352572HOME HEALTHPA501(c)(3)7LG HEALTHfalse
CARL V S PATTERSON 19 UN OF PA
C/O PNC BANK 620 LIBERTY AVE 10FLPITTSBURGHPA15222236415355SUPPORT TRUSTPA4947(A)(1)N/ANAfalse
CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
701 E MARSHALL STREETWEST CHESTERPA19380264233321MGMT SRVCSPA501(C)(3)12, ITRUSTEESfalse
CHESTER COUNTY HOSPITAL FOUNDATION
701 E MARSHALL STREETWEST CHESTERPA19380232267407SUPPORTPA501(C)(3)7NAfalse
CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FLRADNORPA19087232729852HEALTHCAREPA501(c)(3)10TRUSTEESfalse
FRANKLIN SPECIALTY PHYSICIANS
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104232992715SUPPORT ORGPA501(c)(3)12, IIPA HOSPITALfalse
HAJOCA 3025 INC
3451 WALNUT STREET ROOM 737PHILADELPHIAPA19104843379653SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
LAISE CA TUW FBO UNIV OF PENN
3451 WALNUT STREET SUITE 305PHILADELPHIAPA19104823434615SUPPORT TRUSTPA4947(A)(1)N/ANAfalse
LANCASTER GENERAL HEALTH
555 NORTH DUKE STREETLANCASTERPA17604232250941SUPPORT ORGPA501(C)(3)12, IITRUSTEESfalse
LANCASTER GENERAL HEALTH COLUMBIA CENTER
306 NORTH 7TH STREETCOLUMBIAPA17512230485650FACILITY MGMTPA501(C)(3)3LG HOSPITALfalse
LANCASTER GENERAL HEALTH FOUNDATION
555 NORTH DUKE STREETLANCASTERPA17604205767147FUNDRAISINGPA501(C)(3)7NAfalse
LANCASTER GENERAL HEALTH HOLDINGS
555 NORTH DUKE STREETLANCASTERPA17604204943109HEALTHCAREPA501(C)(3)3LG HEALTHfalse
LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREETLANCASTERPA17604231365353HEALTHCAREPA501(C)(3)3LG HEALTHfalse
LANCASTER GENERAL MEDICAL GROUP
1030 NEW HOLLAND AVENUELANCASTERPA17601232777286HEALTHCAREPA501(C)(3)3LG HEALTHfalse
MORRIS EST LYDIA T DECD TW
1525 W WT HARRIS BLVDCHARLOTTENC28262236210940SUPPORT TRUSTPA501(C)(3)12, III-FINAfalse
NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREETWEST CHESTERPA19380232324782NURSINGPA501(C)(3)12, ICCH&HSfalse
NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREETWEST CHESTERPA19380232324787HEALTH SRVCSPA501(C)(3)10CCH&HSfalse
NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREETWEST CHESTERPA19380231352243NURSINGPA501(C)(3)7CCH&HSfalse
OAP INC
3451 WALNUT STREET ROOM 748PHILADELPHIAPA19104231986931SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREETPHILADELPHIAPA19104232422635HEALTHCAREPA501(c)(3)3PMCfalse
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREETNEW YORKNY10036232726687CLUBNY501(c)(7)N/ANAfalse
PENN PRAXIS INC
210 SOUTH 34TH STREETPHILADELPHIAPA19104752974931SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
PENN PRESS INC
3905 SPRUCE STREETPHILADELPHIAPA19107231876142PUBLISHINGPA501(c)(3)12, ITRUSTEESfalse
PENNSYLVANIA COLLEGE OF HEALTH SCIENCES
850 GREENFIELD ROADLANCASTERPA17601061645496HEALTH EDUPA501(C)(3)2LG HOSPITALfalse
PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREETPHILADELPHIAPA19107311538725HEALTHCAREPA501(C)(3)3TRUSTEESfalse
PGH DEVELOPMENT CORP
426 CURIE BLVDPHILADELPHIAPA19104232351015SUPPORT ORGPA501(c)(3)12, INAfalse
PHOENIXVILLE HOSPITAL OF UPHS
3001 MARKET STREET 3RD FLOORPHILADELPHIAPA19104232901089SUPPORT ORGPA501(c)(3)3TRUSTEESfalse
PRESBYTERIAN ANESTHESIOLOGY FOUNDATION
51 NORTH 39TH STREETPHILADELPHIAPA19104232561573SUPPORT ORGPA501(c)(3)12, IPMCfalse
PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREETPHILADELPHIAPA19104232810852HEALTHCAREPA501(c)(3)3TRUSTEESfalse
PRESBYTERIAN MULTI-SPECIALTY GROUP
51 NORTH 39TH STREETPHILADELPHIAPA19104232723154HEALTHCAREPA501(c)(3)10PMCfalse
PRESBYTERIAN PERSONAL CARE RESIDENCE
51 NORTH 39TH STREETPHILADELPHIAPA19104232294713HEALTHCAREPA501(c)(3)12, IPMCfalse
PRINCETON CAREGIVERS INC
ONE PLAINSBORO ROADPLAINSBORONJ08536222842773HOMECARE SVCSNJ501(C)(3)3PHCS HOLDINGfalse
PRINCETON HEALTHCARE AFFILIATED PHYS PC
ONE PLAINSBORO ROADPLAINSBORONJ08536264203938HEALTHCARENJ501(C)(3)10PHCS HOLDINGfalse
PRINCETON HEALTHCARE SYSTEM
ONE PLAINSBORO ROADPLAINSBORONJ08536210635009HEALTHCARENJ501(C)(3)3PHCS HOLDINGfalse
PRINCETON HEALTHCARE SYSTEM FDN INC
ONE PLAINSBORO ROADPLAINSBORONJ08536222225911SUPPORT PHCSNJ501(C)(3)7PHCS HOLDINGfalse
PRINCETON HLTHCARE SYSTEM HOLDING INC
ONE PLAINSBORO ROADPLAINSBORONJ08536223493256SUPPORT ORGNJ501(C)(3)12, ITRUSTEESfalse
PRINCETON MEDICAL PROPERTIES INC
ONE PLAINSBORO ROADPLAINSBORONJ08536220022702REAL ESTATENJ501(C)(2)N/APHCS HOLDINGfalse
SS HUEBNER FOUNDATION FOR INSURANCE EDUC
3000 STEINBERG HALLPHILADELPHIAPA19104236297325EDU SUPPORTPA501(c)(3)12, INAfalse
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500EPHILADELPHIAPA19102810550464BUS. TRUSTPA501(c)(3)8NAfalse
THE HEART GROUP OF LANCASTER GEN HEALTH
217 HARRISBURG AVENUELANCASTERPA17603300634510CARDIOLOGYPA501(C)(3)3LG HEALTHfalse
THE LEONARD AND MADLYN ABRAMSON INST
421 CURIE BLVD 450 BRB II/IIIPHILADELPHIAPA19104232929823MED RESEARCHPA501(c)(3)4NAfalse
TRUSTEES OF THE UNIVERSITY OF PENN
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104231352685EDUCATIONPA501(c)(3)2NAfalse
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104233021159SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREETPHILADELPHIAPA19104236299508FAC. CLUBPA501(c)(3)12, ITRUSTEESfalse
UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731PHILADELPHIAPA19104454985731SUPPORT ORGPA501(C)(3)12, ITRUSTEESfalse
UPENN MASTER RETIREMENT TRUST
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104043574136RETIRE TRUSTPA501(A)N/ATRUSTEESfalse
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104232769744BENEFITSPA501(c)(3)12, ITRUSTEESfalse
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300BALA CYNWYDPA19004232152662HOSPICE CAREPA501(c)(3)10TRUSTEESfalse
WOMEN'S AND CHILDREN'S HEALTH SERVICES
700 SPRUCE STREETPHILADELPHIAPA19106232248956HEALTHCAREPA501(c)(3)3PA HOSPITALfalse
PENN MEDICINE-PMA
5 ATRIUM 3400 CIVIC CTR BLVDPHILADELPHIAPA19104863800365HEALTHCAREPA501(C)(3)10CCAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCdCityForeignAddress/CityNmShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtUBI Code VUBICodeVAmtOwnershipOwnershipPct
ARI 1740 FUND
N SETSON AVE STE 5500CHICAGOIL60601320472404INVESTMENTILNAfalsefalse
CYRUS 1740 FUND LP
65 E 55TH STREET 35TH FLOORNEW YORKNY10022821211542INVESTMENTNYNAfalsefalse
CYRUS 1740 MASTER FUND LP
981361754INVESTMENTNAfalsefalse89 NEXUS WAY CAMANA BAYGRCJKY1-9009CJ
DVG 1740 FUND LP
ONE FAWCETT PLACEGREENWICHCT06830800961539INVESTMENTCTNAfalsefalse
EAST MARSHALL STREET PARTNERSHIP LP
701 E MARSHALL STREETWEST CHESTERPA19380232902742INVESTMENTPANAfalsefalse
FERN HILL PARTNERSHIP III LP
701 E MARSHALL STREETWEST CHESTERPA19380300409614RENTALPANAfalsefalse
FERN HILL LLC
701 E MARSHALL STREETWEST CHESTERPA19380233005147RENTALPANAfalsefalse
GALLOPAVO LP
2000 McKINNEY AVE STE 2125DALLASTX75201464621967INVESTMENTTXNAfalsefalse
JOG V C LIMITED PARTNERSHIP
INVESTMENTNAfalsefalseSTE 2370 440 2ND AVE SWALCAT2P5E9CACALGARY
JOG VI C LIMITED PARTNERSHIP
INVESTMENTNAfalsefalseSTE 2370 440 2ND AVE SWALCAT2P5E9CACALGARY
KINGSTOWN 1740 FUND LP
34 EAST 51ST STREETNEW YORKNY10022843119908INVESTMENTNYNAfalsefalse
LANCASTER PET PARTNERSHIP LLP
PO BOX 4216LANCASTERPA17604233102793MEDICAL SERVICESPANAfalsefalse
LG HEALTH COMM CARE COLLAB II
555 NORTH DUKE STREETLANCASTERPA17604823809581ACOPANAfalsefalse
LG HEALTH COMMUNITY CARE COLLABORATIVE
555 NORTH DUKE STREETLANCASTERPA17604455542179ACOPANAfalsefalse
LIFT REAL ESTATE PARTNERS FUND I LP
180 SUTTER STREET SUITE 400SAN FRANCISCOCA94104831339929INVESTMENTCANAfalsefalse
MRI GROUP LLP
PO BOX 4216LANCASTERPA17604331011386MEDICAL SERVICESPANAfalsefalse
NEIGHBRHD PRES & DEV FUND LP
240 NEW YORK DR STE 1FORT WASHINGTONPA19034233037919RENTALPANAfalsefalse
OAKLANDS WAY MEDICAL BUILDING ASSOCIATES
701 E MARSHALL STREETWEST CHESTERPA19380830490251RENTALPANAfalsefalse
SRP INVESTORS FUND A LP
2001 ROSS AVE SUITE 400DALLASTX75201611748291INVESTMENTTXNAfalsefalse
TURK'S HEAD SURGERY CENTER
915 OLD FERN HILL ROAD BLDG B STEWEST CHESTERPA19380200184603MEDICAL SERVICESPACCHfalsefalse-$848,025$3,375,541$00.68028
ST-TO RIBBIT OPPORTUNITY V LLC
364 UNIVERSITY AVENUEPALO ALTOCA94301841814102INVESTMENTCANAfalsefalse
UNIVERSA BLACK SWAN PROTECTION PROTOCOL
2601 S BAYSHORE DR SUITE 2030MIAMIFL33133852143048INVESTMENTFLNAfalsefalse
AXIS UKA GP LLC
240 NEW YORK DRIVE SUITE 1FORT WASHINGTONPA19034273617178INVESTMENTPANAfalsefalse
LIFT REAL ESTATE PARTNERS FUND II LP
180 SUTTER STREET SUITE 400SAN FRANCISCOCA94104844983190investmentCAnafalsefalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Address Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINLegal Domicile StateLegalDomicileStateCdCityForeignAddress/CityNm
ARCM 1740 LTD
27 HOSPITAL ROADGRAND CAYMANCJKY1-9008INVESTMENTSCJTRUSTEESC-CORPfalse
CIRCLE MEDICAL ASSURANCE CO
INSURANCETRUSTEESC-CORPfalse2929 WALNUT STREET STE 460PHILADELPHIAPA19104833556286PA
CLINICAL HEALTH CARE ASSOC OF NJ PC
PHYS MGMTCCAC-CORPfalse250 KING OF PRUSSIA RD 4TH FLRADNORPA19087232865181PA
DELANCEY CORPORATION
RENTALPA HOSPITALC-CORPfalse800 SPRUCE STREETPHILADELPHIAPA19106232060159PA
FRANKLIN CASUALTY INSURANCE CO
INSURANCETRUSTEESC-CORPfalsePO BOX 530BURLINGTONVT05402043378984VT
LANCASTER GENERAL 457 DEFERRED COMP PLAN
TRUSTLG HEALTHTRUSTfalse555 NORTH DUKE STREETLANCASTERPA17604232250941PA
LANCASTER GENERAL INSURANCE COMPANY
PO BOX 1109 GTCJKYI-1102INSURANCECJLG HEALTHC-CORPfalse980176655GRAND CAYMAN
LANCASTER GENERAL SERVICES INC
PROPERTY SVCSLG HEALTHC-CORPfalse555 NORTH DUKE STREETLANCASTERPA17604232250128PA
NAYA 1740 FUND LTD
PO BOX 309GRAND CAYMANCJKY1-1104INVESTMENTSCJTRUSTEESC-CORPfalseUGLAND HOUSE
PENN MEDICINE LONDON LIMITED
RADIUS COMM SVCS LTD 11TH FLBRISTOLUKBS1 2NTNETWORKINGUKUPENN INT'LLIMITED COMPANYfalseWHITEFRIARS LEWINS MEAD
PENN WHARTON CONSULTING (BEIJING) CO LTD
CHINA WORLD TOWER 1 14FCH100004BUS. CONSULTINGCHUPENN INT'LC-CORPfalseCHAOYANG DIST
PHI PHARMACY INC
INACTIVEPHCS HOLDINGC-CORPfalseONE PLAINSBORO ROADPLAINSBORONJ08536223467899NJ
PRESBYTERIAN MEDICAL SERVICES
HEALTHCAREPMCC-CORPfalse39TH AND MARKET STREETPHILADELPHIAPA19104232307991PA
PRINCETON HEALTH INC & SUBS
MEDICALPHCS HOLDINGC-CORPfalseONE PLAINSBORO ROADPLAINSBORONJ08536223450093NJ
QUAKER INSURANCE COMPANY LTD
VICTORIA STREET PO BOX HM 1826BERMUDABDHM HXSELF-INSURANCEBDTRUSTEESC-CORPfalse300708282VICTORIA HALL
THE PAM 1740 FUND LTD
PO BOX 309GRAND CAYMANCJKYI-1104INVESTMENTSCJTRUSTEESC-CORPfalseGEORGE TOWN
TURK'S HEAD HEALTH SERVICES INC
MEDICAL SERVICESCCH&HSC-CORPfalse701 E MARSHALL STREETWEST CHESTERPA19380232329753PA
UPENN HOSPITALITY INC
HOTEL/RESTAURANTTRUSTEESC-CORPfalse3401 WALNUT STREET SUITE 440APHILADELPHIAPA19104233076589PA
CYRUS 1740 FUND LTD
89 NEXUS WAY CAMANA BAYGRAND CAYMANCJKY1-9009INVESTMENTCJTRUSTEESLIMITED COMPANYfalse981361907
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1TURK'S HEAD SURGERY CENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$200,760InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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