2021-05-11T09:59:57-05:00 2020-06-30 990 2019-07-01 231352156 The American Oncologic Hospital AMER 2157282694 3509 N Broad St No Rm 936 Philadelphia PA 19140 Ray Lynch Chief Financial Officer 2157282694 2021-05-11 2019 2022-09-23 18:48:47Z Hosp of the Fox Chase Cancer Center Ray Lynch 333 Cottman Ave Philadelphia PA 19111 432289387 0 X www.foxchase.org X 1904 PA To prevail over cancer marshaling heart and mind in bold scientific discovery, pioneering prevention, and compassionate care. 15 13 1551 415 0 0 4504195 11441315 412397840 402134018 1237583 1694035 877368 158743 419016986 415428111 58171205 31871639 0 0 125484088 125714441 0 0 1126786 232940240 279746861 416595533 437332941 2421453 -21904830 184642472 209044246 134456793 181493147 50185679 27551099 To prevail over cancer marshaling heart and mind in bold scientificdiscovery, pioneering prevention, and compassionate care. 0 0 314420474 31871639 402134018 Healthcare professionals at the American Oncologic Hospital focus ondeveloping and participating in clinical trials to broaden ourknowledge of cancer treatments. Our multidisciplinary staff provides acoordinated approach to treatment to best meet the needs of eachpatient. Specialists at the American Oncologic Hospital are recognizednationally and internationally in all areas of cancer care. 36875649 The mission of the Nursing department is to prevail over cancer by providing patient and family centered, quality, safe, compassionate, expert, holistic, evidence-based nursing care to adult oncology patients and their families. 14467259 At the American Oncologic Hospital, we believe that cancer care goesbeyond medical diagnosis and treatment. For patients and theirfamilies we offer an array of support services, including completecare, nutrition support services, pain management, palliative care,pastoral care, social work services, support groups and medicalrecords. 365763382 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 118 0 1 1551 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 PA X X Ray Lynch 2157282694 333 Cottman Ave Philadelphia PA 19111 Lewis Gould Director/Chair 1.00 13.50 X X 0 0 0 Margot Keith Director/Vice Chair 1.00 4.00 X X 0 0 0 Michael Young Director (from 5/6/20) 1.00 49.00 X 0 756309 25317 Ronald Donatucci Director 1.00 11.50 X 0 0 0 Dr Solomon Luo Director 1.00 15.50 X 0 0 0 Christopher McNichol Director 1.00 18.50 X 0 0 0 Edward Glickman Director 1.00 6.00 X 0 0 0 Thomas Hofmann Director 1.00 4.00 X 0 0 0 David Marshall Director 1.00 4.00 X 0 0 0 Dr John Daly Director 1.00 49.00 X 0 606855 43782 Dr Donald Morel Director 1.00 4.00 X 0 0 0 Dr Donna Skerrett Director 1.00 3.00 X 0 0 0 William Federici Director 1.00 4.00 X 0 0 0 Sandra Harmon-Weiss Director 1.00 13.00 X 0 0 0 Robert H LeFever Director (until 2/1/20) 1.00 4.00 X 0 0 0 Leon O Moulder Director 1.00 9.00 X 0 0 0 Dr Richard I Fisher President & CEO 16.00 34.00 X 0 935000 29815 Beth Koob Secretary 1.00 49.00 X 0 688953 83962 Charna Wright Asst Secretary 1.00 49.00 X 0 80323 19561 Carmel Vahey Asst Secretary 46.00 4.00 X 70200 0 28405 Judith Bachman COO & Asst Treasurer 1.00 49.00 X 0 388087 28138 Ray Lynch Treasurer & CFO 20.00 30.00 X 301812 0 41503 Chang Ma Vice Chair Rad Onc 50.00 0.00 X 410233 0 18208 Robert Price Assoc Professor 50.00 0.00 X 332003 0 43521 Lu Wang Assoc Professor 50.00 0.00 X 254648 0 41271 Lili Chen Assoc Professor 50.00 0.00 X 275894 0 41429 Kurt Schwinghammer VP, Res & Devel Alliance 50.00 0.00 X 321646 0 46175 1966436 3455527 491087 217 0 1 0 The Institute For Cancer Research 3509 N Broad Street Philadelphia PA 19140 Professional Service 9044208 FCCC Medical Group Inc 3509 N Broad Street Philadelphia PA 19140 Professional Service 8859118 Temple University Health System 2450 W Hunting Park Avenue Philadelphia PA 19040 Professional Service 7973058 Harmelin Media Inc 525 Righters Ferry Road Bala Cynwyd PA 19004 Professional Service 3105428 Society Hill Anesthesia Consultants 301 S 8th Street Suite 2L Philadelphia PA 19106 Professional Service 885383 20 186393 694123 8171174 2389625 11441315 Net Patient Service Revenue 622110 398137457 398137457 Government Plan Revenue 622110 2235694 2235694 TUH BMT Revenue 622110 1730357 1730357 Jeanes Revenue 622110 138176 138176 Patient TV & Gift Shop Revenue 622110 117576 117576 -225242 -225242 402134018 1439645 1439645 123237 0 123237 123237 123237 16668124 302185 16365919 350000 302205 -47815 254390 254390 180863 186393 145357 35506 35506 415428111 402134018 0 1852778 X 31871639 31871639 443592 443592 99347553 83689016 15658537 19440166 16641644 2798522 6483130 5440237 1042893 1436925 1436925 57351 220 57131 17821 17821 65105875 56654523 7324581 1126771 3161631 217552 2944079 4543308 2795432 1747861 15 3335852 1370329 1965523 9056243 9056243 216383 120947 95436 41688 36736 4952 4081081 4081081 4574601 43861 4530740 2944948 267565 2677383 Drugs 145458142 145402002 56140 Medical/Surgical & Admi 19515568 19515568 Asset Impairment 13000000 13000000 Equipment Rentals 2672274 1468564 1203710 527170 227547 299623 437332941 365763382 70442773 1126786 36747172 88853312 370514 2800978 1970484 2341787 41976289 41917256 8700569 4263418 1715880 2415656 73421280 43340361 32985140 30080919 23756517 15807282 3770312 3821095 13169226 123115 19480369 16619428 184642472 209044246 45290025 42854871 393665 12019772 10900061 77146996 127344550 134456793 181493147 X 33512240 11244443 16673439 16306656 50185679 27551099 184642472 209044246 X -21904830 -793641 63891 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 17821 25899 17821 25899 437332941 601293355 437350762 601319254 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 24000 24000 30000 30000 108000 250000 250000 250000 250000 1000000 1500000 Schedule C, Part II-a-Affiliated Group Attachment The American Oncologic Hospital Inc. - EIN 23-1352156 3509 N Broad Street - Philadelphia, PA 19140 Expenses $17,821 The Institute for Cancer Research - EIN 23-6296135 3509 N Broad Street - Philadelphia, PA 19140 Expenses $6,421 Fox Chase Cancer Center Medical Group - EIN 45-4540585 3509 N Broad Street - Philadelphia, PA 19140 Expenses $1,657 Fox Chase Network - EIN 23-2467337 3509 N Broad Street - Philadelphia, PA 19140 Expenses $0 Within the affiliated group, the American Oncologic Hospital and the Institute for Cancer Research are electing charities under Form 5768. The Fox Chase Cancer Center Medical Group and Fox Chase Network are not electing charities. Schedule C - Part II-A Line 1 Management has direct contact with Legislators, their staff and Government officials to advocate the Hospital's position on key issues affecting the hospital. Frequently, these contacts are made to educate the appropriate representative or official on the implications of specific policy/legislation on the industry in general and/or implications to Fox Chase. At the federal level, during FY 2020 the Hospital advocated for increased Medicare reimbursement under the cancer center rules and advocated for increased research funding for the NIH and NCI. Management also provided input on various issues including health care reform and important issues such as drug shortages legislation. Additionally, to assist the Fox Chase entities in obtaining needed funding for cutting edge technologies and resources used by the scientific and clinical faculty, the hospital affiliate submitted federal grants through the appropriate mechanisms. At the state level, management advocated for the sustained use of Tobacco Funds to support the various cancer programs in the Commonwealth. This funding is central to the programs conducted by Fox Chase in cancer research, prevention, screenings and treatment. Management also met with various state representatives to obtain funding for capital and operating programs under the various appropriations mechanisms to support economic development opportunities. 6243362 1170481 -7844 1932026 52153 5526124 4702244 2345199 72343 919764 -43340 6243362 4386805 989126 141821 805354 10154 4702244 6313210 1178565 204475 3313555 4110 4386805 5622749 797540 100431 206155 1355 6313210 0.67300 0.32700 0 1 1 3393528 3393528 20839585 5497500 15342085 4050570 3172532 878038 40103314 33811616 6291698 5034283 858713 4175570 30080919 Wells Fargo Collateral 231184 Board of Associates - Bank Accounts 86500 Temporarily Restricted Cash - PNC 1805712 ACE Bond Collateral 148798 Permanently Restricted Cash - PNC 3720412 Welfare Benefit Trust 211339 Workers' Compensation 1518246 Beneficial Interest in FCCC Foundation 6207174 Other Assets 150415 Bryn Mawr Trust 2254509 Charitable Gift Annuity Reserve 285139 16619428 Post Retirement Benefits 1966287 Other Liabilities 3354008 Workers' Compensation 2541957 Intercompany Loan Payable TUHS 66894741 Payer Advances (Medicare & HPP) 52587557 127344550 Part V, Line 4: The American Oncologic Hospital periodically receives endowment gifts from individuals and other entities that provide a steady stream of income to the respective purpose to which the donor intended. This typically would be to support patient care programs and patient care activities at the hospital. Seeds of Hope 81695 64950 16745 1500 53 300 6859 Paws for the Cause 144242 116422 27820 759 12719 14 141319 5021 136298 123167 367256 186393 180863 759 1500 53 300 142745 145357 35506 1 1 X 1 X 1 X 1 1 1 0 0 148000 148000 0.00030 31106000 17703000 13403000 0.03060 31254000 17703000 13551000 0.03090 211 9499 1023000 296000 727000 0.00170 6 660 10073000 1364000 8709000 0.01990 5 110 10000 10000 0.00000 222 10269 11106000 1660000 9446000 0.02160 222 10269 42360000 19363000 22997000 0.05250 1 1800 1800 0.00000 22 667 57136 28528 28608 0.00010 23 667 58936 28528 30408 0.00010 1 -1184000 0 101085000 113179000 -12094000 X 1 1 3 1 The American Oncologic Hospital 333 Cottman Avenue Philadelphia PA 19111 012901 X X X A 2 The American Oncologic Hospital 2365 Heritage Center Drive Furlong PA 18925 012901 X X X A 3 The American Oncologic Hospital 8 Huntingdon Pike Rockledge PA 19046 012901 X X X A The American Oncologic Hospital 0 0 1 X X X X X X X X X 18 1 0 0 1 X foxchase.org/community/community-health X X 1 19 1 www.foxchase.org/community/community-health 0 1 X 100.000000000000 400.000000000000 X X X X 1 1 X X X 1 X https://www.foxchase.org/patients/insurance-financial/financial-assistance- X https://www.foxchase.org/patients/insurance-financial/financial-assistance- X https://www.foxchase.org/patients/insurance-financial/financial-assistance- X X X X X X 1 X 0 1 X 0 0 Part V, Section B Facility Reporting Group A Facility Reporting Group A consists of: - Facility 1: The American Oncologic Hospital, - Facility 2: The American Oncologic Hospital, - Facility 3: The American Oncologic Hospital Group A-Facility 1 -- The American Oncologic Hospital Part V, Section B, line 5: Fox Chase Cancer Center (FCCC) completed a community health needs assessment (CHNA) in FY19 with input from primary and secondary data including U.S. Census, Pennsylvania Department of Health Vital Statistics, Claritas Inc., City of Philadelphia Department of Health, and tumor registry data from FCCC. The target area included in the CHNA is the primary service area for the institution and comprises 84 zip codes in Bucks, Montgomery and Philadelphia counties, with a total current population of approximately 1,939,157. In addition to the quantitative data utilized for the CHNA, additional community input was derived from focus groups with individuals living and/or working in the communities in the hospital's service area who could provide input on the needs assessment as community members, public health experts, and as leaders or persons with knowledge of underserved racial/ethnic minorities, low-income residents, and/or the chronically ill. Additionally, a survey was conducted with key informants to gather additional information. Group A-Facility 1 -- The American Oncologic Hospital Part V, Section B, line 7d: The final CHNA was shared externally with partner organizations and is available to the public via the organization's website https://www.foxchase.org/community/community-health. Additional dissemination of its findings has been presented to the Board of Directors, senior leadership, and to multiple entities within FCCC including: American College of Surgeons (ACoS) Commission on Cancer, Cancer Committee, Cancer Prevention and Cancer Control (Behavioral Research team) and staff from the Office of Community Outreach (OCO), the primary education and outreach arm for the institution. Group A-Facility 1 -- The American Oncologic Hospital Part V, Section B, line 11: The CHNA provided a broad overview of the needs of our community, however, as an NCI Comprehensive Cancer Center, our sole focus is cancer. Within the cancer control realm, we address the entire cancer continuum from prevention to survivorship. An implementation plan was developed based on the FY19 CHNA to focus on four priority areas to address the immediate community's health issues and care needs. The areas include (1) Access to care: mobile screening and education; (2) Chronic disease: prevention, screening, smoking cessation, and worksite wellness; (3) Mental health: Caregiver resources and support; and (4) Substance use: education on responsible prescribing and use of opioids in the uninformed surgical population. The CHNA was completed in FY19 and an implementation plan was subsequently developed and approved by the Board of Directors and is posted on the organization's website https://www.foxchase.org/community/community-health. Teams were tasked with implementing specific tasks and/or projects to address the four priority areas and implementation of these tasks began in FY20.Fox Chase Cancer Center (FCCC) is addressing the following unmet needs identified in the FY19 Community Health Needs Assessment (CHNA):Demographic Changes - the anticipated growth in older populations does not present a challenge for FCCC. According to the 2019 Tumor Registry data, 87% of our patient mix in the service area is between the ages of 50-99.Language Needs - In preparation for the changing language needs, we have embarked on a quality improvement plan for language services. We have established institutional policies to address the languages needs of our non-English speaking patients. These services include on-site medical interpreters, language phones, remote video units and amplifiers for our hard of hearing patients. Individual languages/dialects that address this need are: Spanish, Russian, Mandarin, Cantonese and Vietnamese. Other languages are available however; this speaks directly to the most utilized languages according to our Cultural and Linguistic Services (CLS). The other policy relates to the translations of vital patient documents and other materials produced by FCCC. These documents are translated by a Temple Health contracted and accredited translations vendor. The documents once completed undergo an internal review by the CLS to ensure accuracy as well as compliance with the National Standards for Culturally and Linguistically Appropriate Services in Health Care and the Joint Commission's Roadmap. We have also developed new bilingual cancer education brochures that were developed and translated by a certified medical interpreter. These include brochures on skin cancer in Mandarin and liver and cervical cancer in Spanish.Insurance Plans - FCCC accepts a variety of medical insurance including Medicare, Medicaid and private insurers. Additional funding from state and foundation grants enables us to offer cancer screening and treatment for breast cancer. Financial counseling and triaging within our network hospitals is available to persons who do not fall within these categories.Access to care: mobile screening and education - There is an unmet need in the service area for screenings, preventive care, and education. Through our community Speakers Bureau, the OCO provides participants with evidence-based information on risk factors, symptoms, screening guidelines, and treatment options for breast, cervical, colorectal, liver, lung, ovarian, prostate, and skin cancers. In FY20, OCO reached 531 people through these education sessions and an additional 3,273 people through large events such as health fairs and informational tables. To further complement our education programs, the OCO brings cancer screening to the community via its mobile screening unit (MSU). Recognized as a best practice to reducing structural barriers, the OCO brings breast cancer screening to the community. In FY20, we reached 1,581 women with breast cancer screenings. Individuals requiring language services were provided with a certified medical interpreter at no cost to the patient. Individuals identified with abnormal findings that require follow-up are supported with navigation services including transportation to and from FCCC at no cost to the patient. In addition to the language and transportation services provided to patients in-need; our community navigator greets MSU patients requiring follow-up care and remains with them as they receive services. During FY20, our community navigator worked with 242 patients to assist them with their appointments and navigate them through their services. Patients diagnosed with cancer are assigned a nurse navigator to support ongoing needs i.e., scheduling, testing and overall coordination of clinical care.Chronic disease: prevention, screening, smoking cessation, and worksite wellness - 22% of adults in the service area smoke cigarettes, which is significantly higher than the state rate of 18%. FCCC offers smoking cessation assistance to all patients using tobacco products through the Tobacco Treatment Program. Participants in this program receive counseling along with the use of pharmacotherapy (nicotine replacement therapy and/or other medications). In FY20, Fox Chase's Tobacco Treatment program has continued to expand, with the assistance of our local partners, to members of the community. The Community Tobacco Treatment Program has been held at both Fox Chase Cancer Center and at community partner sites and includes education and pharmacotherapy counseling. This program is open to community members that are interested in quitting tobacco. To eliminate barriers to participation and to increase access, the 5-week program is offered at no cost to participants. The program was held two times in FY20 and will be held at least two times each fiscal year moving forward.FCCC also established a worksite wellness program to ensure employees are able to access all age-appropriate cancer screenings. FCCC employs approximately 2,400 people and about 53% of employees live in the defined target community for our CHNA. Outcomes show an 11% increase in breast cancer screenings over the prior year and a 58% increase in colonoscopies above previous rates.Mental health: Caregiver resources and support - The CHNA identified caregiver needs and burnout as a mental health issue in our community. In response to this identified need, we established a Caregiver Network modeled after our Patient to Patient Network, this program is a telephone-based support program that connects trained caregivers to new caregivers. The program launched in February 2020 and 14 volunteers were trained and continue to be matched with new caregivers.Substance use: education on responsible prescribing and use of opioids in the uninformed surgical population - The goal of the initiative is to ensure compliance to the prescribing guidelines at 90% or higher and decrease the percentage of medication refills ordered following the initial prescription. FCCC assembled a multidisciplinary Opioid Stewardship Committee that monitored safe use of opioids through patient records as part of their overall treatment plan. The team implemented an opioid assessment protocol for all pre-op patients, developed a patient education video to supplement the information given to patients about post-op pain management and safe opioid use. The team developed standardized prescribing guidelines for same day surgery cases, short stay 1-2 day inpatient cases and also adopted an opioid disposal program for patients on-campus. Wallet cards were created for providers which listed the recommended prescribing amount and dosage by procedure. Ongoing monitoring reveals that in opioid-exposed cases, 92% of prescriptions were in compliance with prescribing guidelines and none of those patients received a second prescription in 30 days of post-op. The results of the initiative have been positive and will continue to be monitored.Unmet Needs and Identification Process - The unmet healthcare needs for this service area were identified and prioritized by comparing the health status, access to care, health behaviors, and utilization of services for residents of the service area to results for the county and state and the Healthy People 2020 goals for the nation. In addition, for Household Health Survey measures, tests of significance were conducted to identify and prioritize unmet needs. Input from the community meeting participants was also used to further identify and prioritize unmet needs, local problems with access to care, and populations with special health care needs. As a specialty hospital that focuses on cancer, FCCC does not specifically provide community or patient services that address some chronic conditions, such as obesity. Community Health Promotion However, our health educators have incorporated information regarding the importance of maintaining a healthy weight and the negative impact of obesity on cancer along with general information regarding a balanced diet and exercise guidelines via our Community Speakers Bureau. Part I, Line 3c: Not applicable. The American Oncologic Hospital does use Federal Poverty Guidelines.The Hospital provides patient care services without charge, or at amounts less than established rates, to patients who meet the criteria of its charity care policy. Criteria for consideration under the charity care policy is based primarily on family income and worth, but also recognizes other circumstances where undue financial hardships exist. The Hospital maintains records to identify and monitor the level of charity care it provides. Because collection of amounts determined to qualify as charity care are not pursued, patient service revenues are reduced by such amounts. The Hospital also provides services and supplies below cost to patients covered by government insurance programs, including the Medicare and Medicaid programs. Part I, Line 6a: A community health needs assessment (CHNA) was completed in 2019 with input from primary and secondary data including U.S. Census, Pennsylvania Department of Health vital statistics, Claritas Inc., and tumor registry data from Fox Chase Cancer Center (FCCC). The target area included in the most recent CHNA is the primary service area for the institution and comprises 84 zip codes in Bucks, Montgomery and Philadelphia counties with a total population of 1,939,157. See Part V, Section B for further information. Part I, Line 7: As set forth in the Fox Chase Cancer Center Emergency Care, Charity Care and Financial Assistance Policy, it is the policy of Fox Chase Cancer Center to provide all necessary urgent care to patients without regard to their ability to pay for such care. Given this mission and within the guidelines of prudent business management, it is further the policy of Fox Chase Cancer Center that an orderly and controlled system for the write-off of all types of Bad Debt and Charity Care balances is in effect to ensure maximum collections. All patients have the option to apply for the Fox Chase Cancer Center Charity Care Program. The guiding principles behind this policy are to treat all patients equally, with dignity and respect, to assist patients who cannot pay and to balance appropriate financial assistance for patients with fiscal responsibility. Patients and their families have a responsibility to assist Fox Chase Cancer Center in qualifying them for financial assistance. Fox Chase Cancer Center's cost to charge ratio for Part 1, lines 7a through 7d is derived by total expenses divided by the total gross charges. The net community benefit expense was $9,446,000 as reported on line 7j. Part II, Community Building Activities: Fox Chase Cancer Center engages in numerous community building activities throughout the year. One environmental improvement was the addition of a medicine disposal unit in the FCCC pharmacy. Also, FCCC trained 21 community members about clinical trials. However, most of the Community Building Activities focus on workforce development. They include partnerships with local colleges and universities, school based programs on health care careers, health career mentoring, and community programs that drive entry into health careers. Some examples of these programs are listed below.WORKFORCE DEVELOPMENT(1) TRIP Initiative Program: The Teen Research Internship Program (TRIP) is a rigorous lab-based course for high school students who are motivated to explore their interests in science, technology, engineering, art, and math (STEAM). The mission of the TRIP Initiative is to foster an enthusiasm for science by offering students a chance to do hypothesis-driven research and hands-on learning in a lab. The TRIP Initiative course is offered during the school year at William Tennent High School in Warminster and during the summer at Temple University in Philadelphia.(2) FCCC Career Series: This annual series is aimed at educating high school and undergraduate students who are spending their summer at Fox Chase about many of the career paths employed here at the Center. Each session will feature two speakers, who will talk about their careers and touch on what skills are necessary to be successful in their fields from medical oncology to genetic counseling, postdoctoral research, and more.(3) STEM Scholar Experience: FCCC STEM scholars visit the Cancer Center and the Franklin Institute. During the visit to FCCC, the Cancer Center's trainees engage students in hands-on activities in their labs and network over lunch. During the visit to Franklin Institute, FCCC staff and trainees teach students about careers in science and medicine and educate students about vaccines, immunity and global health. More than 95% of the students that participate are underrepresented minorities from inner city Philadelphia schools. (4) University of Delaware-FCCC summer fellowship: The program is a continuing partnership between FCCC and the University of Delaware (UD), with the goal of providing UD students exposure to the diverse array of careers in science, medicine, and health care-related fields. Trainees selected for this opportunity will gain an appreciation for the relationship between basic and applied research, as well as for how research directly impacts the cancer patient during and after treatment. The program has two temporally distinct components. The first component is intended for students enrolled in the UD's colleges and programs, and entails a one-day visit to FCCC including a tour of the Center and a meeting with graduate students and postdocs over lunch to discuss careers. The second component is comprised of a 10 week, full-time immersion into a research lab (or business office, clinical trial office, intellectual property office - depending upon interest and availability). All students will participate in a journal club, career development seminars, and a community outreach event. Participants in this program are UD undergraduates from low socioeconomic status, underrepresented minorities, or first in college backgrounds.(5) Roxborough High School Partnership: FCCC has worked with both staff and students at this school. FCCC works with staff to strengthen the content of the school's biotechnology programs by providing direction on the curriculum, facilities, technology and equipment. FCCC staff also work to engage biotechnology students in hands-on activities, provide mentoring experiences to the Cancer Center's trainees. The population for this program is inner city high school students and more than 95% of participants are underrepresented minorities.(6) William Tennent High School Challenge: In this ongoing program, FCCC staff meet with high school students and serve as consultants to the students. (7) North Montgomery Technical Career Center (NMTCC) Occupational Advisory Committee (OAC): Fox Chase staff worked to strengthen the technical programs of the Career Center by providing direction on the curriculum, facilities, technology and equipment. (8) Genetics Student Mentorship: Two undergraduate students received student mentorship in the genetics department. (9) Immersion Science Program: This program trains high school students in cancer research. Approximately 60% of the students are from the School District of Philadelphia (Title 1, 100% free lunch), more than 70% are female and more than 60% are minorities. Immersion Science Program is a free educational program that reduced cultural barriers to health, advances knowledge through education, and is focused on cancer research of benefit to the public. Part III, Line 2: Effective July, 1, 2018, the Health System adopted a new revenue recognition accounting standard that resulted in significant changes to the methodology for reporting bad debt expense. Under the previous standard, estimates for amounts not expected to be collected based on historical experience were recorded within net patient service revenue and then recognized as bad debt expense. Under the new standard, estimates for unrealizable amounts are recognized as implicit price concessions that are a direct reduction to net patient service revenues. As a result, the amount of bad debt expense reported in the Health System's financial statements has been greatly reduced, despite the fact that overall collection rates have not changed. Part III, Line 4: There is no footnote specific to bad debt at this time. This expense is related to services rendered for which payment is anticipated and credit is extended. These patients do not meet the established Charity Care policy and may therefore have the ability to pay. The cost method is determined based on the patient's liability for services rendered and is a community benefit because it is a cost of providing health care to the general public. Part III, Line 8: In 2020, the cost of providing services to the Medicare population was $12,094,000 (Part III, Line 7) higher than revenue. Medicare allowable cost (Part III, Line 6) was based on cost apportionment derived from the Medicare Cost Report. The Medicare shortfall carried by FCCC provides a community benefit because it benefits a charitable class, the elderly. Part III, Line 9b: American Oncological Hospital's collection policy contains provisions on the collection practices to be followed for patients who are known to qualify for charity care. If a patient does not qualify for charity care or qualifies for only a charity care discount, the normal billing process of four (4) statements over a span of at least 120 days will occur. If no patient response is received, a write-off request form will be completed by the collection specialist and submitted for proper signature authority for agency referral. Once approved, the account will be transferred to the Bad Debt Financial Class. The account will be forwarded to the collection agency for additional collection effort. Collection vendors are required to include in their collection notifications notice that AOH provides free and/or reduced price care to persons who qualify, that AOH provides assistance in applying for and obtaining government funded insurance, and that patients can contact the Financial Services Department for assistance. Part VI, Line 2: The health care needs of the communities served are assessed using primary and secondary data and evidence-based resources such as those provided by the PA Department of Health, Center for Disease Control and Prevention, National Cancer Institute, American Cancer Society, Healthy People 2020, FCCC Tumor registry, PMHC and information provided to us by our community via focus group discussions. Part VI, Line 3: Financial Counselors assigned to American Oncologic Hospital screen all uninsured and underinsured patients (including those with high deductibles and co-pays) who are hospitalized or require elective outpatient hospital services to determine their eligibility for government funded medical insurance coverage such as Medicaid and CHIP as well as coverage through the Health Insurance Marketplace. In addition, any current or prospective patient my seek information about and/or assistance in applying for Charity Care/Financial Assistance from the Financial Counselors.Patients that meet the qualifications for these programs are assisted by financial counseling staff throughout each step of the application process. Medicaid applications are submitted by AOH on the patient's behalf and tracked until final determination. Patients who do not qualify for government-funded programs are screened for the American Oncologic Hospital Charity Care/ Financial Assistance program to determine their eligibility for free or reduced cost care. Patients who contact the Hospital's Business Office concerning bills they have received that they cannot afford to pay are also screened for Charity Care/Financial Assistance eligibility. The Financial Counseling Staff at American Oncologic Hospital are CMS Certified Application Counselors and provide assistance in obtaining coverage through the Health Insurance Marketplace as well as in assisting patients in obtaining supplemental coverage and prescription drug benefits. Patients are informed of American Oncologic Hospital's Financial Services, and direction on how to access these services, through the following means:Posters in plain view at inpatient, outpatient and emergency registration areas and billing offices; Patient discharge summaries, billing invoices and vendor collection notices; and Hospital website. Part VI, Line 4: The 2019-2021 Community Health Needs Assessment (CHNA) focused on 84 zip codes in three counties which represents approximately 50% of the in-patient population we serve. The total population within this region is 1,939,157. Approximately 39% of the populations is 35-64 years old. The majority (58.9%) of persons self-identify as White followed by African American (20%), Hispanics (11.8%) and Asian (7%). The unemployment rate ranges from 3%-5% depending on the county and 57.6% have an education beyond high school. In the service area, 14% of the families have incomes below the federal poverty level and 39.4% of households have incomes under $50,000. A significantly higher percentage of adults aged 18-64 in Philadelphia County report that they have no health insurance (14%), compared to the statewide percentage of 9% uninsured. Chronic disease (hypertension, asthma, obesity, diabetes and cancer) are major health issues. Additional details are provided in the CHNA - https://www.foxchase.org/community/community-health. Part VI, Line 5: Fox Chase Cancer Center organized or participated as a key partner in a number of community health improvement activities. These activities are free to the community, subsidized by Fox Chase Cancer Center, and are carried out for the sole purpose of improving community health. Community health improvement services (Part 1, lines 7e) includes several programs, many of them operated by FCCC's Office of Community Outreach (OCO).(1) Community Cancer Screening program: In order to increase access to care, the Community Cancer Screening program provides breast cancer screening and treatment to medically underserved women within our service area. Low-income, uninsured or underinsured women screened on the Fox Chase Cancer Center (FCCC) Mobile Screening Unit (MSU) for breast cancer are covered under funds secured via state contract via the Pennsylvania Healthy Women Program (HWP), a federally funded program of CDC's National Breast and Cervical Cancer Early Detection Program (NBCCEDP). Eligible women receive free or low cost mammograms and if diagnosed receive treatment. In the event of a cancer diagnosis or a high-risk finding, OCO will prepare and submit the application on behalf of the patient to the HWP. HWP will forward the application to the appropriate Pennsylvania County Health Department. Once approved the patient receives instructions to enroll in a Medicaid plan. If needed, financial services can provide additional support. Additional funds secured through foundations such as Susan G. Komen enable us to provide screening and diagnostic services to medically underserved women in our service area. Should a woman be diagnosed, she would be transitioned to the HWP. In FY 2020, our Community Cancer Screening program reached a total of 1,581 individuals with breast cancer screening. We provided no-cost mammograms to 303 uninsured women. Four of the women screened were diagnosed with breast cancer.(2) Community Speakers Bureau: OCO also brings cancer education to the community through our Community Speakers Bureau program. Community Health Educators provide free, bilingual (English and Spanish) cancer education programs to community organizations. In FY20, we reached a total of 531 persons with cancer education and information. We addressed a wide array of cancer topics including breast, cervical, colorectal, liver, lung, ovarian, prostate, and skin cancers. All of the programs provide an overview of the cancer, associated risk factors, updated screening guidelines, prevention strategies, and methods to diagnose and treat cancer. Materials used to support the program are written in "plain language" to address literacy issues also identified in the CHNA. An additional 3,273 people were reached through health fairs and other large community events.(3) Tobacco Cessation Program: The CHNA illustrated a need for tobacco cessation, leading OCO to establish a community outreach tobacco cessation program at no cost to participants, to address the lung cancer burden in our region. In FY2020, we held two 5-week sessions and reached 13 people through this program.(4) Employee Screening Program: FCCC also established a worksite wellness program to ensure employees are able to access all age appropriate cancer screenings. FCCC employs approximately 2,400 people and about 53% of employees live in the defined target community for our CHNA. A multi-disciplinary team built an employee portal to facilitate screening registration and provided lunch-and-learn education sessions. The team focused on breast, colorectal, head and neck and lung cancer. Due to the COVID-19 pandemic, head and neck screenings were postponed. Outcomes show an 11% increase in breast cancer screenings over the prior year and a 58% increase in colonoscopies above previous rates. We intend to continue this programmatic initiative in FY21.(5) Resource and Education Center (REC): The REC provided 2,588 patients, families, and community members with access to free cancer information and resources that address the cancer continuum. The REC also provided an additional 363 with education through free seminars and survivorship events. Education sessions usually conducted in person continued to be offered virtually during the stay-at-home orders for COVID-19.(6) Caregiver Network: The Community Health Needs Assessment (CHNA) identified caregiver needs and burnout as a mental health issue in our community. In response to this identified need, we established a Caregiver Network modeled after our Patient to Patient Network, this program is a telephone-based support program that connects trained caregivers to new caregivers. The program launched in February 2020 and fourteen volunteers were trained and continue to be matched with new caregivers.(7) Health Care Support Services: FCCC conducts many programs to increase awareness and access to survivorship-oriented educational resources. These include survivor focused events on several cancer types (the Together Facing Cancer series) in addition to specific events for breast cancer survivors called Unite for Her. Additionally, FCCC offers support groups for various cancer types. Lastly, FCCC conducts research in the community that is focused on how to help community members to understand the role and importance of research. We also are interested in how best to reach people with health care information and how to help them become strong partners in their own health care. Part VI, Line 6: American Oncologic Hospital is a part of Fox Chase Cancer Center, which is a member of the Temple University Health System, Inc. (TUHS). Its mission is to prevail over cancer marshaling heart and mind in bold scientific discovery, pioneering prevention, and compassionate care. The other entities that are a part of Fox Chase Cancer Center are the Institute for Cancer Research, Fox Chase Cancer Center Medical Group, and Fox Chase Network, Inc. All of these entities have the same mission as the American Oncologic Hospital. The missions of other members of the Temple University Health System similarly advance the health system's goals, as follows: Temple University Hospital's mission to provide access to the highest quality of health care in both the community and academic setting and it supports Temple University and its Health Sciences Center academic programs by providing the clinical environment and service to support the highest quality teaching and training programs for health care students and professionals, and to support the highest quality research programs; Temple University Health System's mission is to provide access to high quality health care to the community and academic setting; the Temple Health System Transport Team, Inc. mission is to provide the highest level of critical care transport services available in the mid-Atlantic region; the Temple Physicians, Inc. (TPI) mission is to provide the highest quality of clinical care as well as to support the clinical, administrative and corporate activities of Temple University Health System; and the Temple Faculty Practice Plan, Inc. (TFPP) mission is to provide access to the highest quality of clinical care to the patients of North and Northeast Philadelphia and surrounding areas, and to support the clinical, administrative, and corporate activities of Temple University Health System while continuing to support the academic and research mission of Temple University's Lewis Katz School of Medicine. 1 The Institute For Cancer Research 3509 N Broad Street Philadelphia PA 19140 236296135 501 (c)(3) 28589363 Research Temple University Health System Inc 3509 N Broad Street Philadelphia PA 19140 232825881 501 (c)(3) 2382276 Medical services Fox Chase Network Inc 3509 N Broad Street Philadelphia PA 19140 232467337 501 (c)(3) 900000 Medical services 3 0 Part I, Line 2: The organization made grants for tax-exempt purposes only to related organizations under common control. X 1 1 0 0 0 0 0 0 0 0 0 Michael Young Director (from 5/6/20) 0 717559 0 38750 0 0 0 12600 0 12717 0 781626 0 0 Dr John Daly Director 0 341750 0 0 0 265105 0 30420 0 13362 0 650637 0 0 Dr Richard I Fisher President & CEO 0 147000 0 85000 0 703000 0 13130 0 16685 0 964815 0 0 Beth Koob Secretary 0 496758 0 51881 0 140314 0 52017 0 31945 0 772915 0 0 Judith Bachman COO & Asst Treasurer 0 373047 0 15040 0 0 0 18199 0 9939 0 416225 0 0 Ray Lynch Treasurer & CFO 276112 0 25700 0 0 0 12600 0 28903 0 343315 0 0 0 Chang Ma Vice Chair Rad Onc 391233 0 0 0 19000 0 18199 0 9 0 428441 0 0 0 Robert Price Assoc Professor 332003 0 0 0 0 0 18199 0 25322 0 375524 0 0 0 Lu Wang Assoc Professor 254648 0 0 0 0 0 16713 0 24558 0 295919 0 0 0 Lili Chen Assoc Professor 275894 0 0 0 0 0 18094 0 23335 0 317323 0 0 0 Kurt Schwinghammer VP, Res & Devel Alliance 309038 0 12608 0 0 0 18200 0 27975 0 367821 0 0 0 Part I, Line 1a First-class or charter travel is provided to executive members and faculty under extenuating circumstances as determined by the applicable CFO. These circumstances typically include health reasons and flight availability. This benefit is not treated as taxable compensation since these exceptions are outlined within the travel policy and documented under the accountable plan rules. Form 990, Part VI, Section A, line 1 Pursuant to the organization's bylaws, the Executive Committee consists of no less than five members of the Board, including the Chair, the Vice Chair, and the chairs of the Standing Committees. The Executive Committee is authorized to act for the Board between its regular meetings. Form 990, Part VI, Section A, line 6 The sole member of the organization is Temple Unversity Health System, Inc. The member has the power to appoint and remove the organization's Board of Directors. The approval of the member is required for any of the following actions by the organization, (a) any dissolution or liquidation, (b) any merger, (c) any amendments to the articles of incorporation, (d) any amendments to the bylaws regarding the member, the number of directors, quorum or voting requirements, (e) the sale, pledge, lease (but only a lease from the organization of substantially all of the organization's real property), or other transfer of the assets of the organization other than transactions occurring in the ordinary course of business, (f) any decision resulting in the organization's ceasing to provide appropriate sites for Temple University School of Medicine for cancer care services through the organization, (g) any decision to merge with, acquire or enter into an affiliation with a medical school other than Temple University's or a medical school hospital other than Temple University Hospital, Inc., (h) the deletion of any clinical programs that are needed for the accrediation of Temple University School of Medicine, (i) the adoption of the organization's annual capital and operating budgets, (j) the issuance or assumption of any indebtedness in excess of five hundred thousand ($500,000), and (k) the execution of any contract providing for the management of the organization. Form 990, Part VI, Section A, line 7a Please refer to the response for question #6 Form 990, Part VI, Section A, line 7b Please refer to the response for question #6 Form 990, Part VI, Section B, line 11b After review by management and outside tax counsel, the 990 and 990T (if any) are posted to the website of the Secretary's Office. Each Board member is contacted and provided with the web address. A Board member without internet access is provided a paper copy to review. The website and paper mailing have an overview of the 990 and 990T preparation process and internal reviews. Each Board member is asked to review the 990 and 990T within 2 weeks and contact the Chief Financial Officer with any questions. Form 990, Part VI, Section B, line 12c The Office of the Secretary provides each director and officer with copies of the Conflict of Interest Policy and a disclosure statement to be completed on an annual basis. The Office of the Secretary reviews the completed disclosure statements which are then reviewed in summary format by a committee of the Board of Directors and any recommended actions are presented to the full Board of Directors. In addition to completing the annual disclosure statement, directors and officers must disclose potential or actual conflicts on an ongoing basis as matters arise. All disclosures are evaluated and a determination of whether a conflict exists is made by the Board or a committee of the Board. All employees are subject to a conflict of interest policy that is monitored by the Office of the Secretary. Form 990, Part VI, Section B, line 15b There is a compensation committee that reviews and approves all total compensation of executive / key personnel at Temple University Health System through an evaluation performed by an external compensation expert before the compensation is approved. Form 990, Part VI, Section C, line 19 Explanation: The unaudited internal financial statements of Temple University Health System and certain of its related organizations are distributed and made available to the public at the end of each quarter per the Health System's Continuing Disclosure Agreement through Digital Assurance Corp (DAC), the Municipal Services Reporting Board EMMA disclosure site and the Health System's financial web site. The annual audited financial statements are also released to the public in the same manner. To the extent required by applicable law, the organization makes its governing documents available to the public upon request. Form 990, Part IX, line 11g Physician Services: Program service expenses 27,941,309. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,941,309. Corporate Charges: Program service expenses 15,646,491. Management and general expenses 4,892,826. Fundraising expenses 178,317. Total expenses 20,717,634. Professional Fees: Program service expenses 8,877,990. Management and general expenses 1,161,104. Fundraising expenses 0. Total expenses 10,039,094. Purchased Services: Program service expenses 4,188,733. Management and general expenses 1,270,651. Fundraising expenses 948,454. Total expenses 6,407,838. Form 990, Part XI, line 9: Change in Welfare Benefit Trust Change in Post Retirement Liability 63,891. Temple University of the Commonwealth System of Higher Ed 1330 W Berks St Philadelphia PA 19122 231365971 Education PA 501c3 Line 2 N/A 0 Temple University Health System Inc 3509 N Broad Street Room 936 Philadelphia PA 19140 232825881 Health Care PA 501c3 Line 12a, I Temple University of the Commonwealth System of Higher Ed 0 Temple University Hospital Inc 3509 N Broad Street Room 936 Philadelphia PA 19140 232825878 Health Care PA 501c3 Line 3 Temple University Health System 0 Jeanes Hospital 3509 N Broad Street Room 936 Philadelphia PA 19140 232826045 Health Care PA 501c3 Line 3 Temple University Health System 0 Temple Physicians Inc 3509 N Broad Street Room 936 Philadelphia PA 19140 232790607 Health Care PA 501c3 Line 10 Temple University Health System 0 Temple Health Transport Team Inc 3509 N Broad Street Room 936 Philadelphia PA 19140 753084023 Health Care PA 501c3 Line 10 Temple University Health System 0 Temple University Health System Foundation 3509 N Broad Street Room 936 Philadelphia PA 19140 232916108 Health Care PA 501c3 Line 12a, I Temple University Hospital Inc 0 Episcopal Hospital 3509 N Broad Street Room 936 Philadelphia PA 19140 231365351 Health Care PA 501c3 Line 12a, I Temple University Hospital Inc 0 TUH - Jeanes Campus Auxiliary 7600 Central Avenue Philadelphia PA 19111 231917776 Health Care PA 501c3 Line 10 Temple University Hospital Inc 0 Institute for Cancer Research 3509 N Broad Street Room 936 Philadelphia PA 19140 236296135 Health Care DE 501c3 Line 4 American Oncologic Hospital 1 Fox Chase Cancer Ctr Medical Group 3509 N Broad Street Room 936 Philadelphia PA 19140 454540585 Health Care PA 501c3 Line 3 American Oncologic Hospital 1 Fox Chase Network Inc 3509 N Broad Street Room 936 Philadelphia PA 19140 232467337 Health Care PA 501c3 Line 12b, II American Oncologic Hospital 1 Fox Chase Cancer Center Foundation 333 Cottman Avenue Philadelphia PA 19111 232003072 Health Care PA 501c3 Line 12d, III-O N/A 0 Temple Faculty Practice Plan Inc 3509 N Broad Street Room 936 Philadelphia PA 19140 831002191 Health Care PA 501c3 Line 3 Temple University Health System 0 TUHS Insurance Company Ltd 3509 N Broad Street Room 936 Philadelphia PA 19140 981203189 Reinsurance BD Temple University Health System Inc 0 Fox Chase Ltd 3509 N Broad Street Room 936 Philadelphia PA 19140 232396731 Health Care PA American Oncologic Hospital C 1.00000 1 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 1 1 0 0 Institute for Cancer Research J 3446349 agreed upon alloc of exp incurre Institute for Cancer Research K 4441470 agreed upon alloc of exp incurre Institute for Cancer Research L 5623828 agreed upon alloc of exp incurre Institute for Cancer Research M 9044208 agreed upon alloc of exp incurre Institute for Cancer Research N 1978858 agreed upon alloc of exp incurre FCCC Medical Group Inc J 576053 agreed upon alloc of exp incurre FCCC Medical Group Inc L 1760300 agreed upon alloc of exp incurre FCCC Medical Group Inc M 9239943 agreed upon alloc of exp incurre FCCC Medical Group Inc N 0 agreed upon alloc of exp incurre FCCC Network J 0 agreed upon alloc of exp incurre Institute for Cancer Research C 492675 Actual amount received Institute for Cancer Research B 28589363 Actual amount received FCCC Medical Group Inc M 27941309 Actual amount received FCCC Network B 900000 Actual amount received