PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH (EIN 23-2810852)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-13
IRS object ID: 202141339349301814
Schema version: 2019v5.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule H
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-13T09:24:09-05:00	ReturnTs
Tax Period End	2020-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PricewaterhouseCoopers LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	232810852	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY	BusinessNameLine1Txt
Business Name Line2	OF PENNSYLVANIA HEALTH SYSTEM	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% ANTHONY ZUMPANO	InCareOfNm
Business Name Control	PRES	BusinessNameControlTxt
Phone	2156624868	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	51 NORTH 39TH STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191042640	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHELE M VOLPE	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	2156628810	PhoneNum
Signature	2021-05-04	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANTONIO C RUSSO	PreparerPersonNm
PTIN	P00858539	PTIN
Phone	2673303000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	MICHELE VOLPE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3001 MARKET STREET STE 320	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19104	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$973,479,342	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.pennmedicine.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1995	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	PROVISION OF CHARITABLE HEALTHCARE SERVICES.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	3623	TotalEmployeeCnt
Total Volunteers	2	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$6,897,831	PYContributionsGrantsAmt
CY Contributions Grants	$6,306,298	CYContributionsGrantsAmt
PY Program Service Revenue	$855,215,652	PYProgramServiceRevenueAmt
CY Program Service Revenue	$885,155,752	CYProgramServiceRevenueAmt
PY Investment Income	-$1,202,878	PYInvestmentIncomeAmt
CY Investment Income	$8,083,105	CYInvestmentIncomeAmt
PY Other Revenue	$19,261,427	PYOtherRevenueAmt
CY Other Revenue	$73,934,187	CYOtherRevenueAmt
PY Total Revenue	$880,172,032	PYTotalRevenueAmt
CY Total Revenue	$973,479,342	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$352,574,457	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$393,612,166	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$196,284	CYTotalFundraisingExpenseAmt
PY Other Expenses	$477,743,988	PYOtherExpensesAmt
CY Other Expenses	$513,017,277	CYOtherExpensesAmt
PY Total Expenses	$830,318,445	PYTotalExpensesAmt
CY Total Expenses	$906,629,443	CYTotalExpensesAmt
PY Revenues Less Expenses	$49,853,587	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$66,849,899	CYRevenuesLessExpensesAmt
Total Assets BOY	$724,452,524	TotalAssetsBOYAmt
Total Assets EOY	$812,689,177	TotalAssetsEOYAmt
Total Liabilities BOY	$284,266,225	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$294,631,027	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$440,186,299	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$518,058,150	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PROVISION OF CHARITABLE HEALTHCARE SERVICES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$833,162,380	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$951,833,539	RevenueAmt
Desc	SEE SCHEDULE O	Desc
Total Program Service Expenses	$833,162,380	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	3623	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	ANTHONY ZUMPANO	PersonNm
Phone	2156628810	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3001 MARKET ST SUITE 320	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191042640	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
KEVIN B MAHONEY
EX-OFFICIO MEMBER	1.0	54.0	Yes (X)	$0	$1,770,889	$207,844
PHILIP A OKALA
EX-OFFICIO MEMBER	1.0	54.0	Yes (X)	$0	$1,588,534	$193,693
KEITH KASPER
CONTROLLER; EX-OFFICIO MEMBER	1.0	54.0	Yes (X)	$0	$1,451,035	$188,855	Yes (X)
MICHELE M VOLPE
CEO; EX-OFFICIO MEMBER	1.0	54.0	Yes (X)	$0	$906,164	$11,053	Yes (X)
JACK ENDE MD
BOARD MEMBER	1.0	54.0	Yes (X)	$0	$425,599	$45,618
ANTHONY ZUMPANO
ASST. CONTROLLER & SECRETARY	51.0	4.0	Yes (X)	$383,069	$0	$19,072	Yes (X)
JAMES BALLINGHOFF RN MSN MBA
BOARD MEMBER; CNO	55.0	0.0	Yes (X)	$392,094	$0	$4,226	Yes (X)
KIMBERLY A DEPPERT
ASSOC. EXEC. DIR. CARD SRVCS	55.0	0.0		$298,975	$0	$11,986		Yes (X)
JOHN CHUNG MD
PHYSICIAN HOSPITALIST	55.0	0.0		$256,410	$0	$25,792		Yes (X)
S SIU MD
PHYSICIAN ADVISOR	55.0	0.0		$269,935	$0	$0		Yes (X)
MARGORIE MICHELE
CHIEF HR OFFICER	53.0	2.0		$237,419	$0	$30,779		Yes (X)
GEORGE IYOOB
CLINICAL DIRECTOR	55.0	0.0		$240,680	$0	$0		Yes (X)
RICHARD J COHEN PHD FACHE
CHAIRPERSON	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
ANN CONLIN
BOARD MEMBER	1.0	0.0	Yes (X)	$0	$0	$0
CLARE D'AGOSTINO ESQ
BOARD MEMBER	1.0	0.0	Yes (X)	$0	$0	$0
REV DR WILLIAM J SHAW
BOARD MEMBER	1.0	0.0	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$2,078,582	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$6,142,221	TotReportableCompRltdOrgAmt
Total Other Compensation	$738,918	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	737	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
LF DRISCOLL COMPANY LLC
401 EAST CITY AVE SUITE 500	BALA CYNWYD	PA	19004	CONSTRUCTION MGMT	$34,158,637
INTECH CONSTRUCTION INC
3001 MARKET STREET SUITE 140	PHILADELPHIA	PA	19104	CONSTRUCTION MGMT	$32,517,261
DRISCOLL BALFOUR BEATTY A JOINT
401 EAST CITY AVE SUITE 500	BALA CYNWYD	PA	19004	CONSTRUCTION MGMT	$29,677,047
HUNTER ROBERTS CONSTRUCTION GROUP
1717 ARCH STREET SUITE 3410	PHILADELPHIA	PA	19103	CONSTRUCTION MGMT	$25,079,088
CLEMENS CONSTRUCTION CO INC
1435 WALNUT STREET 2ND FLOOR	PHILADELPHIA	PA	19102	CONSTRUCTION MGMT	$22,017,103

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	741	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$12,377	FederatedCampaignsAmt
All Other Contributions	$6,293,921	AllOtherContributionsAmt
Total Contributions	$6,306,298	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUES	621110	$775,082,896	$775,082,896
MEDICAL SUPPLIES/DRUG SALES	900099	$110,072,856	$110,072,856

Field	Value	IRS element (for citing)
Total Program Service Revenue	$885,155,752	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$118,816	TotalRevenueColumnAmt
Exclusion	$118,816	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$7,256,400	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$7,256,400	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,256,400	TotalRevenueColumnAmt
Exclusion	$7,256,400	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	-$496,012	SecuritiesAmt
Other	$8,460,301	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$496,012	SecuritiesAmt
Other	$8,460,301	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,964,289	TotalRevenueColumnAmt
Exclusion	$7,964,289	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISCELLANEOUS REVENUES	900099	$64,911,593	$64,911,593
CAFATERIA REVENUES	900099	$1,766,194	$1,766,194

Field	Value	IRS element (for citing)
Other Revenue Total	$66,677,787	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$973,479,342	TotalRevenueColumnAmt
Related Or Exempt Func Income	$951,833,539	RelatedOrExemptFuncIncomeAmt
Exclusion	$15,339,505	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,044,510	TotalAmt
Program Services	$929,092	ProgramServicesAmt
Management And General	$115,418	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$300,657,674	TotalAmt
Program Services	$267,435,001	ProgramServicesAmt
Management And General	$33,072,344	ManagementAndGeneralAmt
Fundraising	$150,329	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$79,570,649	TotalAmt
Program Services	$70,778,093	ProgramServicesAmt
Management And General	$8,752,771	ManagementAndGeneralAmt
Fundraising	$39,785	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$12,339,333	TotalAmt
Program Services	$10,975,836	ProgramServicesAmt
Management And General	$1,357,327	ManagementAndGeneralAmt
Fundraising	$6,170	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$144,645,156	TotalAmt
Program Services	$127,287,737	ProgramServicesAmt
Management And General	$17,357,419	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$23,287,621	TotalAmt
Program Services	$20,493,106	ProgramServicesAmt
Management And General	$2,794,515	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$13,169	TotalAmt
Program Services	$11,589	ProgramServicesAmt
Management And General	$1,580	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,766,997	TotalAmt
Program Services	$10,354,957	ProgramServicesAmt
Management And General	$1,412,040	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$657,830	TotalAmt
Program Services	$578,890	ProgramServicesAmt
Management And General	$78,940	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$14,060,941	TotalAmt
Program Services	$12,373,628	ProgramServicesAmt
Management And General	$1,687,313	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$163,280	TotalAmt
Program Services	$143,686	ProgramServicesAmt
Management And General	$19,594	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	-$27,578	TotalAmt
Program Services	-$24,269	ProgramServicesAmt
Management And General	-$3,309	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,845,811	TotalAmt
Program Services	$5,144,314	ProgramServicesAmt
Management And General	$701,497	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$27,880,812	TotalAmt
Program Services	$27,880,812	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$4,960,607	TotalAmt
Program Services	$4,365,334	ProgramServicesAmt
Management And General	$595,273	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$235,362,135	$235,362,135
TAXES & ASSESSMENTS	$26,917,176	$23,687,115	$3,230,061
REPAIRS AND MAINTENANCE	$10,731,522	$9,443,739	$1,287,783
DUES & LICENSES	$501,122	$440,987	$60,135

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,250,676	TotalAmt
Program Services	$5,500,598	ProgramServicesAmt
Management And General	$750,078	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$906,629,443	TotalAmt
Program Services	$833,162,380	ProgramServicesAmt
Management And General	$73,270,779	ManagementAndGeneralAmt
Fundraising	$196,284	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$10,110	BOYAmt
EOY	$24,156	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	-$10,864,957	BOYAmt
EOY	$6,461,001	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$108,819,715	BOYAmt
EOY	$124,137,705	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$12,295,639	BOYAmt
EOY	$13,310,121	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$8,366,522	BOYAmt
EOY	$11,478,540	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$685,751,969	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$318,593,754	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$402,316,568	BOYAmt
EOY	$367,158,215	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$157,055,741	BOYAmt
EOY	$157,029,965	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$46,453,186	BOYAmt
EOY	$133,089,474	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$724,452,524	BOYAmt
EOY	$812,689,177	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$42,741,628	BOYAmt
EOY	$49,931,904	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,166,667	BOYAmt
EOY	$1,166,667	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$189,871,257	BOYAmt
EOY	$105,461,542	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$50,486,673	BOYAmt
EOY	$138,070,914	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$284,266,225	BOYAmt
EOY	$294,631,027	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$283,725,300	BOYAmt
EOY	$361,151,382	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$156,460,999	BOYAmt
EOY	$156,906,768	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$440,186,299	BOYAmt
EOY	$518,058,150	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$724,452,524	BOYAmt
EOY	$812,689,177	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$66,849,899	ReconcilationRevenueExpnssAmt
Other Changes In Net Assets	$11,021,952	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Hospital	Yes (X)	HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	468	DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri	$523,472	DonorAdvisedFundsContriAmt
Donor Advised Funds Grants	$330,209	DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY	$46,109,329	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$137,910,872	BeginningYearBalanceAmt
Contributions	$3,896	ContributionsAmt
Investment Earnings Or Losses	$4,166,132	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$6,289,409	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$135,791,491	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$136,193,580	BeginningYearBalanceAmt
Contributions	$750,547	ContributionsAmt
Investment Earnings Or Losses	$6,488,517	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$5,521,772	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$137,910,872	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$126,951,963	BeginningYearBalanceAmt
Contributions	$6,330	ContributionsAmt
Investment Earnings Or Losses	$14,920,855	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$5,685,568	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$136,193,580	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$116,592,465	BeginningYearBalanceAmt
Contributions	$192,846	ContributionsAmt
Investment Earnings Or Losses	$15,750,468	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$5,583,816	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$126,951,963	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$123,820,878	BeginningYearBalanceAmt
Contributions	$0	ContributionsAmt
Investment Earnings Or Losses	-$1,714,766	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$4,746,323	OtherExpendituresAmt
Administrative Expenses	$767,324	AdministrativeExpensesAmt
End Year Balance	$116,592,465	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	1.00000	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$4,788,853	OtherCostOrOtherBasisAmt
Book Value	$4,788,853	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$383,379,683	OtherCostOrOtherBasisAmt
Depreciation	$160,840,200	DepreciationAmt
Book Value	$222,539,483	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,669,813	OtherCostOrOtherBasisAmt
Depreciation	$1,669,013	DepreciationAmt
Book Value	$800	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$214,049,857	OtherCostOrOtherBasisAmt
Depreciation	$156,084,541	DepreciationAmt
Book Value	$57,965,316	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$81,863,763	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$81,863,763	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$367,158,215	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
GOODWILL	$24,887,819
BOND FINANCING COSTS	$623,947
MERGER FINANCING COSTS	$1,473,467
OTHER NON-CURRENT ASSETS	$106,104,241

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$133,089,474	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
THIRD PARTY SETTLEMENTS	$108,184,384
FIN 47 ASSET RETIREMENT	$4,038,687
DUE TO AFFILIATE	$25,848,481
POST-RETIREMENT BENEFITS LIABILITY	-$638

Field	Value	IRS element (for citing)
Total Liability	$138,070,914	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4	USE OF ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------
SCHEDULE D, PART X, LINE 1	DETAIL OF OTHER LIABILITIES THE DUE TO AFFILIATE ACCOUNT REPRESENTS AMOUNTS OWED BY THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------
SCHEDULE D, PART X, LINE 2	TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2020 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 H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300.	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	false	FinancialAssistanceBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$2,619,063	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$2,619,063	NetCommunityBenefitExpnsAmt
Total Expense	0.00290	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$142,675,790	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$117,240,648	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$25,435,142	NetCommunityBenefitExpnsAmt
Total Expense	0.02810	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$145,294,853	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$117,240,648	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$28,054,205	NetCommunityBenefitExpnsAmt
Total Expense	0.03100	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$22,793,927	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$8,737,723	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,056,204	NetCommunityBenefitExpnsAmt
Total Expense	0.01550	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$22,793,927	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$8,737,723	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$14,056,204	NetCommunityBenefitExpnsAmt
Total Expense	0.01550	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$168,088,780	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$125,978,371	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$42,110,409	NetCommunityBenefitExpnsAmt
Total Expense	0.04650	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$22,514,410	BadDebtExpenseAmt
Bad Debt Expense Attributable	$13,700,647	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$171,791,686	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$176,983,909	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$5,192,223	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PENN PRESBYTERIAN MEDICAL CTR	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	51 NORTH 39TH STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19104	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.PENNMEDICINE.ORG	WebsiteAddressTxt
State License	LICENSE #421101	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Critical Access Hospital	Yes (X)	CriticalAccessHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	PENN PRESBYTERIAN MEDICAL CTR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	18	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SCH H, PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	19	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SCH H, PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	300.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	300.	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SCH H, PART V, SECT. C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SCH H, PART V, SECT. C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SCH H, PART V, SECT. C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr Prvt	Yes (X)	LookBackMedicaidMedcrPrvtInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 IMPLEMENTATIONS 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/about/serving-our-community/reports --------------------
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 /insurance-and-billing/financial-assistance ------------------

Field	Value	IRS element (for citing)
Facility	7	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (7 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
PENN CENTER FOR REHABILITATION & CARE
3609 CHESTNUT STREET	PHILADELPHIA	PA	191042612	SKILLED NURSING FACILITY
PENN MEDICINE AT CHERRY HILL
1865 E ROUTE 70 2ND FLOOR	CHERRY HILL	NJ	08034	OUTPATIENT FACILITY
PENN CARDIOLOGY - WILLINGBORO
200 CAMPBELL DRIVE SUITE 115	WILLINGBORO	NJ	08046	OUTPATIENT FACILITY
PENN CARDIOLOGY CAPE MAY
211 S MAIN STREET SUITE 205	CAPE MAY COURTHOUSE	NJ	08210	OUTPATIENT FACILITY
PENN CARDIOLOGY - PPMC
39TH AND MARKET STREET - SUITE 400	PHILADELPHIA	PA	19104	OUTPATIENT FACILITY
PENN CARDIOLOGY MAYFAIR
7133 ROOSEVELT BLVD	PHILADELPHIA	PA	19149	OUTPATIENT FACILITY
PENN CARDIOLOGY - MEDIA
605 W STATE STREET	MEDIA	PA	19063	OUTPATIENT FACILITY

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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 (IMPLICIT PRICE CONCESSIONS/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 ELIBIBLE 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 CHARTIABLE 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 (COLLECTION PRACTICES)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT)	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. https://www.pennmedicine.org/news/publications-and-special-projects/simply -because 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 ELIGIBILITY FOR ASSISTANCE)	UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, 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 /INSURANCE-AND-BILLING/FINANCIAL-ASSISTANCE --------------------
PART VI, LINE 4 (COMMUNITY INFORMATION)	UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. --------------------
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)	THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSRY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 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 J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES BALLINGHOFF RN MSN MBA
BOARD MEMBER; CNO	$312,990	$0	$78,411	$0	$693	$0	$0	$0	$4,226	$0	$396,320	$0	$0	$0
JACK ENDE MD
BOARD MEMBER	$0	$320,363	$0	$42,157	$0	$63,079	$0	$23,717	$0	$21,901	$0	$471,217	$0	$0
KEITH KASPER
CONTROLLER; EX-OFFICIO MEMBER	$0	$842,528	$0	$391,876	$0	$216,631	$0	$161,101	$0	$27,754	$0	$1,639,890	$0	$160,663
PHILIP A OKALA
EX-OFFICIO MEMBER	$0	$972,312	$0	$438,984	$0	$177,238	$0	$187,203	$0	$6,490	$0	$1,782,227	$0	$154,225
MICHELE M VOLPE
CEO; EX-OFFICIO MEMBER	$0	$541,797	$0	$253,260	$0	$111,107	$0	$0	$0	$11,053	$0	$917,217	$0	$0
ANTHONY ZUMPANO
ASST. CONTROLLER & SECRETARY	$300,190	$0	$79,036	$0	$3,843	$0	$0	$0	$19,072	$0	$402,141	$0	$0	$0
KIMBERLY A DEPPERT
ASSOC. EXEC. DIR. CARD SRVCS	$236,374	$0	$61,657	$0	$944	$0	$0	$0	$11,986	$0	$310,961	$0	$0	$0
S SIU MD
PHYSICIAN ADVISOR	$248,180	$0	$21,524	$0	$231	$0	$0	$0	$0	$0	$269,935	$0	$0	$0
JOHN CHUNG MD
PHYSICIAN HOSPITALIST	$256,176	$0	$0	$0	$234	$0	$0	$0	$25,792	$0	$282,202	$0	$0	$0
GEORGE IYOOB
CLINICAL DIRECTOR	$205,042	$0	$35,297	$0	$341	$0	$0	$0	$0	$0	$240,680	$0	$0	$0
MARGORIE MICHELE
CHIEF HR OFFICER	$186,284	$0	$50,875	$0	$260	$0	$0	$0	$30,779	$0	$268,198	$0	$0	$0
KEVIN B MAHONEY
EX-OFFICIO MEMBER	$0	$1,091,597	$0	$455,364	$0	$223,928	$0	$187,203	$0	$20,641	$0	$1,978,733	$0	$191,155

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 3	TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
SCHEDULE J, PART, I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: KASPER, KEITH- $160,663 MAHONEY, KEVIN- $191,155 OKALA, PHILIP- $154,225 VOLPE, MICHELE- $81,001 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: JACK ENDE- NO DISTRIBUTION ------------------------------
SCHEDULE J, PART I, LINE 7	PROVISION OF NON-FIXED PAYMENTS PRESBYTERIAN MEDICAL CENTER PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------

Schedule K IRS990ScheduleK

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS	FormAndLineReferenceDesc
Explanation	FORM 990, SCHEDULE K PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012 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 2012 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $20,964,622 AS OF JUNE 30, 2020. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2014 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2014 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $15,000,000 AS OF JUNE 30, 2020. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $3,124,564 AS OF JUNE 30, 2020. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $14,466,614 AS OF JUNE 30, 2020.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A	STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PRESBYTERIAN MEDICAL CENTER (PPMC OR PENN PRESBYTERIAN) IS A 375-BED ACADEMIC MEDICAL CENTER, WHICH IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS), D/B/A PENN PRESBYTERIAN MEDICAL CENTER (PPMC). PPMC'S SPECIALTIES INCLUDE ANESTHESIA, DERMATOLOGY, EMERGENCY MEDICINE, MEDICAL IMAGING, MEDICINE, NEUROLOGY, GYNECOLOGY, OPHTHALMOLOGY, SURGERY, ORTHOPEDIC SURGERY AND CARDIOLOGY. IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. FOR FY20, UPHS PROVIDED $300.7 MILLION IN CHARITY AND UNDERFUNDED CARE FOR MEDICAID FAMILIES. FOR FY2020, PENN PRESBYTERIAN ADMITTED 17,244 ADULT PATIENTS AND HAD 240,254 OUTPATIENT VISITS. I. HEALTH CARE SERVICES > LEVEL 1 TRAUMA CENTER: EACH YEAR, PENN'S TRAUMA CENTER TREATS TRAUMATICALLY INJURED AND CRITICALLY ILL PATIENTS WITH A 97 PERCENT SURVIVAL RATE. WE OFFER THE MOST ADVANCED SPECIALTY CARE IN THE REGION, RESULTING IN EXCEPTIONAL PATIENT OUTCOMES THAT RANK WELL ABOVE NATIONAL AVERAGES. ACCREDITED BY THE PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION, OUR LEVEL 1 DESIGNATION PROVIDES MANY BENEFITS: - 24/7 IN-HOUSE COVERAGE BY TOP TRAUMA, EMERGENCY SURGERY AND SURGICAL CRITICAL CARE SURGEONS. - READILY AVAILABLE, IN-HOUSE CARE FROM EXPERTS ACROSS 29 MEDICAL AND SURGICAL SPECIALTIES. - RAPID EMERGENCY RESPONSE FROM PENN STAR, ONE OF THE LARGEST AND SAFEST HOSPITAL-BASED AIR AND GROUND TRANSPORTATION MEDICAL PROGRAMS IN THE NATION. PATIENTS RECEIVE IMMEDIATE ACCESS TO PENN'S TRAUMA CENTER WITH AN ESTIMATED TIME OF 30 SECONDS FROM AMBULANCE ENTRANCE TO TRAUMA BAY, AND AN ESTIMATED 20 SECONDS FROM THE HELIPAD TO THE TRAUMA BAY IF PATIENTS ARE FLOWN TO PENN. - STATE-OF-THE-ART TRAUMA UNIT FEATURING A 5-BAY RESUSCITATION AREA WITH IMMEDIATE ACCESS TO CRITICAL CARE TREATMENT ROOMS EQUIPPED WITH THE LATEST MEDICAL IMAGING AND DIAGNOSTIC EQUIPMENT, INCLUDING CT, MRI, X-RAY AND ULTRASOUND. - THE CAPACITY TO CARE FOR AN EXTREMELY HIGH VOLUME OF PATIENTS, IN OUR 178,000 SQUARE-FOOT, ACUTE CARE BUILDING, THE PAVILION FOR ADVANCED CARE. - TREATMENT AT A PRESTIGOUS ACADEMIC MEDICAL INSTITUTION THAT ALSO SERVES AS AN EDUCATION RESOURCE FOR OTHER TRAUMA CENTERS. - PROVIDING THE LATEST INNOVATIONS IN TRAUMA CARE THROUGH OUR EXCEPTIONALLY STRONG RESEARCH PROGRAM WITH GRANT FUNDING FROM NIH AS WELL AS OTHER TOP SOURCES. > EMERGENCY SERVICES: PPMC'S EMERGENCY FACILITY IS EQUIPPED AND STAFFED TO PROVIDE EXCELLENT MEDICAL CARE 24 HOURS A DAY, SEVEN DAYS A WEEK. IT IS A TRIAGE AND TREATMENT AREA FOR EACH AND EVERY PATIENT, AND TREATS MAJOR AND MINOR MEDICAL EMERGENCIES. THE DEPARTMENT ALSO SERVES AS AN ENTRANCE POINT INTO THE HEALTH CARE SYSTEM FOR THOSE WHO NEED CONTINUED MEDICAL CARE AND NURSING INTERVENTION AND AS A REFERRING AGENCY TO OTHER DISCIPLINES WITHIN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. INPATIENT AND OUTPATIENT CARE WILL BE PROVIDED IN A MANNER THAT DOES NOT DISCRIMINATE AGAINST PATIENTS ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, RELIGIOUS CREED, SEX, AGE, MARITAL STATUS, SEXUAL PREFERENCE OR GENDER IDENTITY, OR PHYSICAL OR MENTAL DISABILITY. FOR FY20, PENN PRESBYTERIAN'S EMERGENCY DEPARTMENT TREATED 46,395 PATIENTS. > CARDIAC SERVICES: PPMC OFFERS A COMPREHENSIVE RANGE OF CARDIAC SERVICES INCLUDING TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR), VENTRICULAR ASSIST DEVICE (VAD) SURGERY, COMPLEX ANGIOPLASTY AND STENT REPLACEMENT FOR CORONARY ARTERY DISEASE, INNOVATIVE HEART BYPASS TECHNIQUES, LATEST THERAPIES FOR ABNORMAL HEART RHYTHMS, MINIMALLY INVASIVE CARDIAC SURGERY, PROGRAM FOR CONGESTIVE HEART FAILURE, HEART VALVE REPAIR, AND SPECIAL PROGRAMS FOR RISK REDUCTION AND REHABILITATION. > ORTHOPEDIC SERVICES: THE ORTHOPEDIC INSTITUTE IS A CENTER FOR EXCELLENCE IN THE LATEST SURGICAL AND NONSURGICAL METHODS FOR TREATING BONE DISABILITIES, SPORTS INJURIES AND OTHER TRAUMAS. THE ORTHOPEDIC INSTITUTE'S ORTHOPEDIC SURGEONS, RHEUMATOLOGISTS AND REHABILITATION SPECIALISTS PROVIDE EXCELLENT CARE IN TREATING BONE AND JOINT PROBLEMS OF THE FOOT AND THE HAND. > GERIATRICS AND ACUTE CARE: THE GERIATRICS PROGRAM AT PPMC INCLUDES A 36-BED SPECIALTY UNIT WHICH PROVIDES CONTINUITY OF CARE FOR OLDER ADULTS WHO REQUIRE HOSPITAL CARE. A SPECIALLY TRAINED MULTI-DISCIPLINARY STAFF, WHICH INCLUDES PHYSICIANS, NURSES, NUTRITIONIST, AND A WOUND CARE SPECIALIST, PROVIDE CUTTING-EDGE GERIATRIC CARE AND CREATE A COMFORTABLE SETTING DEDICATED TO MEETING THE UNIQUE NEEDS OF ELDERLY PATIENTS AND THEIR FAMILIES. ADDITIONALLY, THE STAFF OF THE ACUTE CARE UNIT (ACE) VOLUNTEER AT LOCAL SENIOR HOMES AND REHABILITATION CENTERS WHERE THEY ENCOURAGE SENIOR TO STAY ACTIVE AND HEALTHY. > BEHAVIORAL HEALTH: THE BEHAVIORAL HEALTH PROGRAM PROVIDES INPATIENT AND OUTPATIENT SERVICES FOR MENTAL HEALTH AND ADDICTION TREATMENTS AS WELL AS MENTAL HEALTH PROGRAMS FOR OLDER ADULTS. > COMPREHENSIVE MEDICAL CARE: MEDICAL SPECIALISTS AT PPMC PROVIDE COMPREHENSIVE CARE USING THE LATEST DIAGNOSTIC PROCEDURES IN AREAS SUCH AS DERMATOLOGY, NEUROLOGY, ENDOCRINOLOGY, FAMILY MEDICINE, GASTROENTEROLOGY, HEMATOLOGY/ONCOLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEPHROLOGY, GYNECOLOGY, PSYCHIATRY, PULMONARY, ALLERGY REHABILITATION MEDICINE, AND RHEUMATOLOGY. > COMPREHENSIVE SURGICAL CARE: PPMC IS KNOWN FOR ITS CARDIOTHORACIC AND ORTHOPEDIC SURGERY PROGRAMS. IT ALSO HAS OUTSTANDING PROGRAMS IN MINIMALLY INVASIVE AND LAPAROSCOPIC SURGERY. NATIONALLY KNOWN SURGEONS PERFORM MINIMALLY INVASIVE SURGERY FOR DISEASES OF THE ADRENALS, APPENDIX, ESOPHAGUS, GALLBLADDER, PANCREAS, AND STOMACH, AND LAPAROSCOPIC ANTI-REFLUX SURGERY. IN ADDITION, PPMC PROVIDES THORACIC SURGERY FOR THE PATIENTS DIAGNOSED WITH CANCER, DISEASES OF THE LUNG & THORAX. > OPHTHALMOLOGY SERVICES: THE SCHEIE EYE INSTITUTE AT PENN PRESBYTERIAN MEDICAL CENTER SERVES AS THE OPHTHALMOLOGY CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. IT PROVIDES THE LATEST METHODS OF TREATMENT AND DIAGNOSTIC SERVICES IN THE COMPREHENSIVE CARE OF THE EYE AND VISION. TREATMENT PROGRAMS RANGE FROM ROUTINE EYE EXAMINATIONS TO THE MOST ADVANCED OCULAR SURGERY, AND INCLUDE CONTACTS LENS SERVICE, CORNEA, EXTERNAL DISEASES, AND REFRACTIVE SURGERY, SUVEITIS, EYE MOVEMENT DISORDERS, NEURO-OPHOLMOLOGY, RETNA DISORDERS, GENERAL OPHTHALMOLOGY, GLAUCOMA SERVICES, LOW VISION REHABILITATION, MACULAR DEGENERATION, OCULAR GENETICS, OCULOFACIAL & ORBITAL SURGERY, AND PEDIATRIC OPHTHALMOLOGY. DIAGNOSTIC AND TESTING SERVICES OFFERED AT THE SCHEIE EYE INSTITUTE. AS PART OF ITS COMMUNITY SERVICE RESPONSIBILITIES, THE SCHEIE EYE INSTITUTE PUBLISHES INFORMATION ON THE INTERNET ON VISION-RELATED SUBJECTS SUCH AS CATARACTS, DIABETIC RETINAL DISEASE, GLAUCOMA, LASIK SURGERY, AND LOW VISION. THE WEB-SITE IS AIMED AT CREATING A GENERAL AWARENESS OF THE COMMON CAUSES OF VISION IMPAIRMENT, THE TREATMENT OPTIONS AVAILABLE, AND THE NEED AND THE METHODS TO ARREST OR SLOW DOWN VISION IMPAIRMENT. Further, THE SCHEIE EYE INSTITUTE PARTICIPATED IN COMMUNITY OUTREACH PROGRAMS TO SCREEN COMMUNITY MEMBERS. II. COMMUNITY OUTREACH, AND SOCIAL AND PASTORAL SERVICES AN IMPORTANT PART OF PRESBYTERIAN'S MISSION IS REACHING OUT TO THE COMMUNITY. WITH THE ONSET OF COVID IN MARCH AND THE ENSUING SHUTDOWN OF COMMUNITY CONGREGATION, PENN PRESBYTERIAN AND UPHS TURNED ITS FOCUS TO FIGHTING THIS DISEASE. A COVID-19 HOTLINE WAS SET UP TO TAKE INQUIRIES FROM ALL COMERS - PATIENTS, CAREGIVERS, CONCERNED FAMILY MEMBERS, EVEN DOCTORS AND NURSES - AND DIRECT THEM TO THE HELP THEY NEEDED. FROM MARCH THROUGH DECEMBER OF 2020, MORE THAN 400,000 COVID HOTLINE CALLS WERE ANSWERED; MORE THAN 310,000 COVID TESTS WERE ADMINISTERED FOR PATIENTS AND COMMUNITY MEMBERS; MORE THAN 6,800 INPATIENTS WERE TREATED FOR COVID; 100+ LABS PIVOTED TO COVID-19 RESEARCH; AND 150+ NON-CLINICAL TRIAL RESEARCH BEGAN. IN ADDITION, KNOWING THAT COVID PUT MANY OF OUR PATIENTS AND IMMEDIATE COMMUNITY MEMBERS IN PRECARIOUS POSITIONS, THE CENTER FOR HEALTH EQUITY AND ADVANCEMENT IN PARTNERSHIP WITH THE DEPARTMENT OF CASE MANAGEMENT AND SOCIAL WORK CREATED THE SOCIAL NEEDS RESPONSE TEAM. LAUNCHING IN APRIL AND ACCESSIBLE BY A TOLL FREE NUMBER, THE TEAM ASSISTS PEOPLE EXPERIENCING DISTRESS, HAVING SAFETY CONCERNS FOR THEMSELVES OR OTHERS, OR SEEKING IMMEDIATE SOCIAL NEEDS SUCH AS WHERE TO FIND COMMUNITY RESOURCES FOR HOUSING, TRANSPORTATION, OR FOOD SECURITY. PRE-COVID, PENN PRESBYTERIAN PARTICIPATED IN LOCAL NEIGHBORHOOD CLEANUP EVENTS, HEALTH FAIRS, AND COMMUNITY HEALTH EDUCATION SESSIONS, AS WELL AS CONDUCTING VARIOUS FOOD AND SUPPLY DRIVES FOR THOSE
FORM 990, PART III, LINE 4A (CONTINUED)	> GOOD FOOD, HEALTHY HOSPITALS: THIS NATIONAL HOSPITAL INITIATIVE TAKES STRIDES TO ENSURE FOOD IS ALIGNED WITH A POPULATION HEALTH MISSION. PENN MEDICINE IS COMMITTED TO ELIMINATING SODAS, SPORT DRINKS, SWEETENED JUICES, AND FAST FOOD THAT CONTRIBUTE TO POOR DIET AND CHRONIC DISEASE FROM ITS HOSPITAL CAMPUSES. 8. AFFORDABLE AND HEALTHY HOUSING > PENN'S NEIGHBORHOOD PRESERVATION AND DEVELOPMENT FUND (NPDF): AS UNIVERSITY CITY INCREASES IN POPULATION OF BOTH HOMEOWNERS AND RENTERS, THERE IS A NEED FOR AFFORDABLE RENTAL APARTMENTS IN WEST PHILADELPHIA. WITH PARTNERS FROM THE PRIVATE REAL ESTATE SECTOR, THE UNIVERSITY OF PENNSYLVANIA INVESTED $4.5 MILLION TO ACQUIRE 20 AGED AND DECLINING APARTMENT BUILDINGS THAT TOTAL 448 APARTMENT UNITS INCLUDING 580 BEDROOMS. ENHANCING THEM WITH NEW FACILITIES AND IMPROVED PROPERTY MANAGEMENT, PENN MAINTAINS AFFORDABLE RENTAL UNITS FOR BOTH RESIDENTS AND SOME STUDENTS. AS A RESULT, THESE NEWLY STABILIZED PROPERTIES HAVE SET A NEW STANDARD FOR OTHER BUILDINGS, AND THEIR OWNERS HAVE HELPED LIFT ENTIRE BLOCKS INTO VIBRANT AREAS. > PEOPLE'S EMERGENCY CENTER (PEC): PEC PROVIDES SHELTER, EDUCATION AND TRAINING TO SUPPORT FAMILIES EXPERIENCING HOMELESSNESS. PENN MEDICINE PARTNERS WITH PEC TO PROVIDE ROUTINE MEDICAL CARE AND RESIDENT PHYSICIANS PARTICIPATE IN A COMMUNITY ROTATION. THE GOAL OF THIS PARTNERSHIP IS TO EXPAND CLINICAL CARE, HEALTH PROMOTION, AND PUBLIC HEALTH EXPERIENCES IN ORDER TO PRODUCE FUTURE PHYSICIANS WHO RECOGNIZE THE POWERFUL EFFECTS THAT ENVIRONMENT AND SOCIOECONOMIC STATUS HAVE ON HEALTH QUALITY. > HALL-MERCER HOMELESS STREET OUTREACH ENGAGES HOMELESS INDIVIDUALS LIVING ON THE STREET. OUTREACH WORKERS OFFER EMERGENCY HOUSING, TREATMENT OPTIONS, AND OTHER RESOURCES TO HELP INDIVIDUALS MEET THEIR IMMEDIATE SURVIVAL NEEDS. OUTREACH WORKERS ATTEMPT TO BUILD RELIABLE RELATIONSHIPS WITH THOSE LIVING ON THE STREET IN ORDER TO HELP THEM ACCESS OR ACCEPT HOUSING. HALL MERCER IS STAFFED WITH A HOMELESS OUTREACH TEAM 365 DAYS A YEAR. > REBUILDING TOGETHER PHILADELPHIA AND THE PHILADELPHIA PROJECT: BOTH INITIATIVES PROVIDE HOME IMPROVEMENTS NOT ONLY TO SENIORS, BUT ALSO TO VULNERABLE HOMEOWNERS, MANY POSSESSING MEDICAL AND PHYSICAL DISABILITIES, IN AN EFFORT TO TURN THEIR HOUSES INTO SAFER, HEALTHIER, AND ENERGY-EFFICIENT HOMES. > MEDICAL STUDENTS HOMELESS FEEDING AND OUTREACH PROGRAM: INCORPORATED IN 1987, UNIVERSITY CITY HOSPITALITY COALITION (UCHC) PROVIDES HOT MEALS FIVE NIGHTS A WEEK AND SANDWICHES ON SATURDAYS FOR POOR AND HOMELESS INDIVIDUALS IN WEST PHILADELPHIA. ON WEDNESDAYS, A MEDICAL CLINIC STAFFED BY A DOCTOR AND MEDICAL STUDENTS FROM THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA DELIVERS CRITICALLY NEEDED CARE, INCLUDING BLOOD PRESSURE SCREENINGS, VACCINATIONS, AND GENERAL EXAMINATIONS, THAT MAY OTHERWISE BE UNAVAILABLE TO THIS POPULATION. 9. HEALTHCARE AND HEALTH RESOURCES NAVIGATION > PENN MEDICINE CENTER FOR COMMUNITY HEALTH WORKERS IMPACT PROGRAM: IMPACT IS A STANDARDIZED, SCALABLE COMMUNITY HEALTH WORKER (CHW) PROGRAM IN WHICH PENN MEDICINE HIRES, TRAINS AND DEPLOYS TRUSTED LAYPEOPLE FROM LOCAL COMMUNITIES TO HELP PATIENTS ADDRESS THE SOCIAL DETERMINANTS OF HEALTH, INCLUDING ACCESSING BEHAVIORAL HEALTH, ADDRESSING SUBSTANCE ABUSE, CONNECTING TO HEALTHY FOOD, HOUSING, TRANSPORTATION, AND ENGAGING IN CHRONIC DISEASE PREVENTION. THE PROGRAM HAS BEEN DELIVERED TO NEARLY 10,000 HIGH-RISK PATIENTS AND PROVEN IN THREE RANDOMIZED CONTROLLED TRIALS TO IMPROVE CHRONIC DISEASE CONTROL, MENTAL HEALTH AND QUALITY OF CARE WHILE REDUCING TOTAL HOSPITAL DAYS BY 65%. IN ADDITION, CHWS FACILITATE MEET UP GROUPS FOR COMMUNITY MEMBERS WHICH INCLUDE THINGS LIKE COOKING DEMONSTRATIONS, FINANCIAL PLANNING, BEREAVEMENT SUPPORT ETC. (PATIENTS CHOOSE THE TOPICS, CHWS ARRANGE GUEST SPEAKERS AND FACILITATE). IMPACT ALSO SUPPORTS THE VETERAN COMMUNITY THROUGH CREATING COMMUNITY GARDENS, CONNECTING THEM TO EDISON HIGH SCHOOL TO DO MENTORING, BOWLING EVENTS, ETC.) MORE THAN 1,000 ORGANIZATIONS HAVE ACCESSED OUR CHW TOOLKIT AND WE PROVIDE TECHNICAL ASSISTANCE TO HELP ORGANIZATIONS AROUND THE COUNTRY CREATE, LAUNCH AND SUSTAIN EFFECTIVE CHW PROGRAMS. > SOCIAL DETERMINANTS OF HEALTH SCREENING AND REFERRAL TOOL: IN PARTNERSHIP WITH THE PENN CENTER FOR HEALTH EQUITY, A SOCIAL DETERMINANTS OF HEALTH SCREENING TOOL AND REFERRAL PROGRAM WILL LAUNCH IN THE FIRST QUARTER OF 2020. THIS FREE TOOL FOR THE PATIENT COMMUNITY WILL BE BUILT BY OUR SOFTWARE PARTNER AND ASSIST IN OUR EFFORTS TO HELP PROVIDE RESOURCE INFORMATION AND HEALTHCARE SERVICES ON THE WEB FOR PATIENTS. SERVICES AND RESOURCE INFORMATION WILL INCLUDE LOCATING FOOD PANTRIES, UTILITY ASSISTANCE, FLU SHOT CLINICS, AND MORE. > PHILADELPHIA PROMISE ZONE: FACULTY AND STAFF FROM ACROSS THE UNIVERSITY OF PENNSYLVANIA AND PENN MEDICINE HAVE BEEN ENGAGED IN THE WEST PHILADELPHIA PROMISE ZONE, ONE OF TWENTY-TWO UNDERSERVED AREAS IN THE COUNTRY DESIGNATED BY THE OBAMA ADMINISTRATION. THE PROMISE ZONE AIMS TO REDUCE POVERTY AND BRING GREATER OPPORTUNITY TO PEOPLE LIVING AND WORKING IN WEST PHILADELPHIA. THE INITIATIVE HELPS ORGANIZATIONS WORK TOGETHER TO CONNECT RESIDENTS TO HIGH QUALITY EDUCATION, WELL-PAYING JOBS, AFFORDABLE HOUSING, HEALTH SERVICES, AND SAFE, ECONOMICALLY HEALTHY PLACES TO LIVE. LED BY THE MAYOR'S OFFICE OF COMMUNITY EMPOWERMENT AND OPPORTUNITY, OVER 100 LOCAL PARTNER ORGANIZATIONS, INCLUDING PUBLIC AGENCIES, SERVICE PROVIDERS, CIVIC GROUPS, UNIVERSITIES, AND HOSPITALS, MEET MONTHLY TO ADVANCE WORK IN AREAS THAT INCLUDE EDUCATION, ECONOMIC OPPORTUNITY, HEALTH AND WELLNESS, HOUSING, AND PUBLIC SAFETY.PUBLIC SAFETY. 10. LINGUISTICALLY- AND CULTURALLY- APPROPRIATE HEALTHCARE AND 11. RACISM AND DISCRIMINATION IN HEALTHCARE > THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA): CHEA IS THE CORNERSTONE FOR ADVANCING HIGH QUALITY PATIENT/FAMILY-CENTERED CARE FOR ALL, REGARDLESS OF THEIR PERSONAL CHARACTERISTICS, SUPPORTS COMMUNITY PARTNERSHIPS TO TACKLE BARRIERS TO ACHIEVING OPTIMAL HEALTH FOR ALL COMMUNITIES WE SERVE, AND AIMS TO PROVIDE EQUITABLE HEALTHCARE WITHIN INCLUSIVE ENVIRONMENTS THAT SUPPORT A DIVERSE WORKFORCE AND STUDENT BODY. IN ORDER TO BUILD SUPPORT FOR AND ALIGN MUTUALLY REINFORCING EQUITY INITIATIVES ACROSS THE ENTERPRISE, PENN MEDICINE INCORPORATES ITS CENTER FOR HEALTH EQUITY ADVANCEMENT BLUEPRINT FOR EQUITY AND INCLUSION INTO ITS CHIP WITHIN THE FOLLOWING INITIATIVE AREAS: - CARE TRANSFORMATION: CHEA WILL ESTABLISH SYSTEM-WIDE STRUCTURES FOR ROUTINE MEASUREMENT AND REPORTING OF QUALITY AND PATIENT EXPERIENCE METRICS BY PERSONAL CHARACTERISTICS AS WELL AS LEVERAGE EXISTING QUALITY AND PATIENT EXPERIENCE IMPROVEMENT INFRASTRUCTURE TO ADDRESS IDENTIFIED DIFFERENCES IN CARE BY PERSONAL CHARACTERISTICS. - COMMUNITY ENGAGEMENT: CHEA WILL BUILD COMMUNITY PARTNERSHIPS TO ADDRESS IDENTIFIED SOCIAL NEEDS AT BOTH THE PATIENT- AND POPULATION-LEVEL AND TIE COMMUNITY FACING INITIATIVES TO CARE TRANSFORMATION GOALS AND IMPROVING HEALTH OUTCOMES. - WORKFORCE: CHEA WILL CONTINUE TO DRIVE UNDERSTANDING OF INCLUSIVE BEHAVIORS THROUGH ALIGNMENT WITH CURRENT HR INITIATIVES AND POLICIES AND SKILLS TRAINING AND EDUCATION ON INCLUSIVE LEADERSHIP. - RESEARCH AND EVALUATION: CHEA WILL SUPPORT EVALUATION AND RELATED SCHOLARSHIP OF ALL ACTIVITIES DESCRIBED ABOVE AND FURTHER, BUILD RESEARCH AND DEVELOPMENT CAPACITY TO ADVANCE THE SCIENCE OF HEALTH EQUITY AND INCLUSION. - EDUCATION AND TRAINING: CHEA TRAINS HUNDREDS OF CLINICIANS ANNUALLY AND OFFERS A VARIETY OF WORKSHOPS. CHEA DEVELOPS AND DEPLOYS MESSAGING CAMPAIGNS ON HEALTH EQUITY AND INCLUSION (HE&I) CONCEPTS AND ITS ALIGNMENT WITH HEALTH SYSTEM OPERATIONAL GOALS AND INVEST IN RELATED WORKFORCE CAPACITY BUILDING AND SKILLS TRAINING. TRAINING TOPICS INCLUDE: FOUNDATIONS OF UNCONSCIOUS BIAS; BEYOND BIAS: ADVANCING DIVERSITY AND INCLUSION; UNCONSCIOUS BIAS FOR LEADERS: IMPACT ON DECISION MAKING; IMPACT OF UNCONSCIOUS BIAS: FACULTY SEARCH AND SELECTION PROCESS; VIRTUAL FOUNDATIONS OF UNCONSCIOUS BIAS. > PENN OB/GYN HEALTH EQUITY TASKFORCE DEPARTMENT OF OBSTETRICS AND GYNECOLOGY: THE PENN OB/GYN HEALTH EQUITY TASKFORCE WAS FORMED IN JANUARY 2019 TO ADDRESS REPRODUCTIVE HEALTH DISPARITIES IN A MEANINGFUL WAY. THE TASK FORCE INCLUDES REPRESENTATION FROM ALL THE DIVISIONS WITHIN THE DEPARTMENT. OUR WORKING GROUP MEMBERS SERVE AS THE LEADERS WITHIN THE DEPARTMENT FOR EDUCATION ON HEALTH EQUITY, AND FOR IDENTIFYING AREAS OF QUALITY IMPROVEMENT AND INTERVENTION THAT WILL REDUCE HEALTH INEQUITIES IN OUR DEPARTMENT. ------------------------------
FORM 990, PART V, LINE 1A	DETAIL OF FORMS 1099 FILINGS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------
FORM 990, PART VI, SECTION B, LINE 11	FORM 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 2019 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 2019 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------
FORM 990, PART VI, SECTION A, LINE 12C	CONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI)SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------
FORM 990, PART XI, LINE 9	DETAIL OF OTHER CHANGES IN NET ASSETS NET UNREALIZED INC. IN NET ASSETS $445,769 TRANSFER TO CHCA-NJ PPMC DIVISIONS (8,173,721) TRANSFER FROM MULTI-SPECIALTY GROUP 1,566,405 TRANSFER FROM PENN CARE & HOME 17,183,499 ----------- TOTAL OTHER CHANGES IN NET ASSET $11,021,952 ------------------------------

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	3737 FEE OWNER LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	17190 BERNARDO CENTER DRIVE	AddressLine1Txt
City	SAN DIEGO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	92128	ZIPCd

Field	Value	IRS element (for citing)
EIN	611692432	EIN
Primary Activities	RENTAL	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Total Income	$364,824	TotalIncomeAmt
End Of Year Assets	$94,428,099	EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	PMC	BusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (49 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
AFFILIA HOME HEALTH
1811 OLDE HOMESTEAD LANE	LANCASTER	PA	17601	231352572	HOME HEALTH	PA	501(c)(3)	7	LG HEALTH	false
CARL V S PATTERSON 19 UN OF PA
C/O PNC BANK 620 LIBERTY AVE 10FL	PITTSBURGH	PA	15222	236415355	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA	false
CHESTER COUNTY HOSPITAL
701 E MARSHALL STREET	WEST CHESTER	PA	19380	230469150	HEALTHCARE	PA	501(C)(3)	3	CCH&HS	false
CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
701 E MARSHALL STREET	WEST CHESTER	PA	19380	264233321	MGMT SRVCS	PA	501(C)(3)	12, I	TRUSTEES	false
CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FL	RADNOR	PA	19087	232729852	HEALTHCARE	PA	501(c)(3)	10	TRUSTEES	false
FRANKLIN SPECIALTY PHYSICIANS
3451 WALNUT STREET ROOM 305	PHILADELPHIA	PA	19104	232992715	SUPPORT ORG	PA	501(c)(3)	12, II	PA HOSPITAL	false
HAJOCA 3025 INC
3451 WALNUT STREET ROOM 737	PHILADELPHIA	PA	19104	843379653	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	false
LAISE CA TUW FBO UNIV OF PENN
3451 WALNUT STREET SUITE 305	PHILADELPHIA	PA	19104	823434615	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA	false
LANCASTER GENERAL HEALTH
555 NORTH DUKE STREET	LANCASTER	PA	17604	232250941	SUPPORT ORG	PA	501(C)(3)	12, II	TRUSTEES	false
LANCASTER GENERAL HEALTH COLUMBIA CENTER
306 NORTH 7TH STREET	COLUMBIA	PA	17512	230485650	FACILITY MGMT	PA	501(C)(3)	3	LG HOSPITAL	false
LANCASTER GENERAL HEALTH FOUNDATION
555 NORTH DUKE STREET	LANCASTER	PA	17604	205767147	FUNDRAISING	PA	501(C)(3)	7	NA	false
LANCASTER GENERAL HEALTH HOLDINGS
555 NORTH DUKE STREET	LANCASTER	PA	17604	204943109	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH	false
LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREET	LANCASTER	PA	17604	231365353	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH	false
LANCASTER GENERAL MEDICAL GROUP
1030 NEW HOLLAND AVENUE	LANCASTER	PA	17601	232777286	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH	false
MORRIS EST LYDIA T DECD TW
1525 W WT HARRIS BLVD	CHARLOTTE	NC	28262	236210940	SUPPORT TRUST	PA	501(C)(3)	12, III-FI	NA	false
NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREET	WEST CHESTER	PA	19380	232324782	NURSING	PA	501(C)(3)	12, I	CCH&HS	false
NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREET	WEST CHESTER	PA	19380	232324787	HEALTH SRVCS	PA	501(C)(3)	10	CCH&HS	false
NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREET	WEST CHESTER	PA	19380	231352243	NURSING	PA	501(C)(3)	7	CCH&HS	false
OAP INC
3451 WALNUT STREET ROOM 748	PHILADELPHIA	PA	19104	231986931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	false
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREET	PHILADELPHIA	PA	19104	232422635	HEALTHCARE	PA	501(c)(3)	3	PMC	Yes (true)
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREET	NEW YORK	NY	10036	232726687	CLUB	NY	501(c)(7)	N/A	NA	false
PENN PRAXIS INC
210 SOUTH 34TH STREET	PHILADELPHIA	PA	19104	752974931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	false
PENN PRESS INC
3905 SPRUCE STREET	PHILADELPHIA	PA	19107	231876142	PUBLISHING	PA	501(c)(3)	12, I	TRUSTEES	false
PENNSYLVANIA COLLEGE OF HEALTH SCIENCES
850 GREENFIELD ROAD	LANCASTER	PA	17601	061645496	HEALTH EDU	PA	501(C)(3)	2	LG HOSPITAL	false
PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREET	PHILADELPHIA	PA	19107	311538725	HEALTHCARE	PA	501(C)(3)	3	TRUSTEES	false
PGH DEVELOPMENT CORP
426 CURIE BLVD	PHILADELPHIA	PA	19104	232351015	SUPPORT ORG	PA	501(c)(3)	12, I	NA	false
PHOENIXVILLE HOSPITAL OF UPHS
3001 MARKET STREET 3RD FLOOR	PHILADELPHIA	PA	19104	232901089	SUPPORT ORG	PA	501(c)(3)	3	TRUSTEES	false
PRESBYTERIAN ANESTHESIOLOGY FOUNDATION
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232561573	SUPPORT ORG	PA	501(c)(3)	12, I	PMC	Yes (true)
PRESBYTERIAN MULTI-SPECIALTY GROUP
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232723154	HEALTHCARE	PA	501(c)(3)	10	PMC	Yes (true)
PRESBYTERIAN PERSONAL CARE RESIDENCE
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232294713	HEALTHCARE	PA	501(c)(3)	12, I	PMC	Yes (true)
PRINCETON CAREGIVERS INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	222842773	HOMECARE SVCS	NJ	501(C)(3)	3	PHCS HOLDING	false
PRINCETON HEALTHCARE AFFILIATED PHYS PC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	264203938	HEALTHCARE	NJ	501(C)(3)	10	PHCS HOLDING	false
PRINCETON HEALTHCARE SYSTEM
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	210635009	HEALTHCARE	NJ	501(C)(3)	3	PHCS HOLDING	false
PRINCETON HEALTHCARE SYSTEM FDN INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	222225911	SUPPORT PHCS	NJ	501(C)(3)	7	PHCS HOLDING	false
PRINCETON HLTHCARE SYSTEM HOLDING INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	223493256	SUPPORT ORG	NJ	501(C)(3)	12, I	TRUSTEES	false
PRINCETON MEDICAL PROPERTIES INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	220022702	REAL ESTATE	NJ	501(C)(2)	N/A	PHCS HOLDING	false
SS HUEBNER FOUNDATION FOR INSURANCE EDUC
3000 STEINBERG HALL	PHILADELPHIA	PA	19104	236297325	EDU SUPPORT	PA	501(c)(3)	12, I	NA	false
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500E	PHILADELPHIA	PA	19102	810550464	BUS. TRUST	PA	501(c)(3)	8	NA	false
THE HEART GROUP OF LANCASTER GEN HEALTH
217 HARRISBURG AVENUE	LANCASTER	PA	17603	300634510	CARDIOLOGY	PA	501(C)(3)	3	LG HEALTH	false
THE LEONARD AND MADLYN ABRAMSON INST
421 CURIE BLVD 450 BRB II/III	PHILADELPHIA	PA	19104	232929823	MED RESEARCH	PA	501(c)(3)	4	NA	false
TRUSTEES OF THE UNIVERSITY OF PENN
3451 WALNUT STREET ROOM 305	PHILADELPHIA	PA	19104	231352685	EDUCATION	PA	501(c)(3)	2	NA	false
UNITED AUXILIARIES TO LANCASTER GEN HOS
555 NORTH DUKE STREET	LANCASTER	PA	17604	231976868	SUPPORT ORG	PA	501(C)(3)	10	NA	false
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	233021159	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	false
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREET	PHILADELPHIA	PA	19104	236299508	FAC. CLUB	PA	501(c)(3)	12, I	TRUSTEES	false
UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731	PHILADELPHIA	PA	19104	454985731	SUPPORT ORG	PA	501(C)(3)	12, I	TRUSTEES	false
UPENN MASTER RETIREMENT TRUST
3451 WALNUT STREET ROOM 305	PHILADELPHIA	PA	19104	043574136	RETIRE TRUST	PA	501(A)	N/A	TRUSTEES	false
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	232769744	BENEFITS	PA	501(c)(3)	12, I	TRUSTEES	false
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300	BALA CYNWYD	PA	19004	232152662	HOSPICE CARE	PA	501(c)(3)	10	TRUSTEES	false
WOMEN'S AND CHILDREN'S HEALTH SERVICES
700 SPRUCE STREET	PHILADELPHIA	PA	19106	232248956	HEALTHCARE	PA	501(c)(3)	3	PA HOSPITAL	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	General Or Managing PartnerGeneralOrManagingPartnerInd	Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	CityForeignAddress/CityNm
ARI 1740 FUND
N SETSON AVE STE 5500	CHICAGO	IL	60601	320472404	INVESTMENT	IL	NA	N/A	false
CYRUS 1740 FUND LP
65 E 55TH STREET 35TH FLOOR	NEW YORK	NY	10022	821211542	INVESTMENT	NY	NA	N/A	false
CYRUS 1740 MASTER FUND LP
				981361754	INVESTMENT		NA	N/A	false	89 NEXUS WAY CAMANA BAY	GRAND CAYMAN	CJ	KY1-9009	CJ
DVG 1740 FUND LP
ONE FAWCETT PLACE	GREENWICH	CT	06830	800961539	INVESTMENT	CT	NA	N/A	false
EAST MARSHALL STREET PARTNERSHIP LP
701 E MARSHALL STREET	WEST CHESTER	PA	19380	232902742	INVESTMENT	PA	NA	N/A	false
FERN HILL PARTNERSHIP III LP
701 E MARSHALL STREET	WEST CHESTER	PA	19380	300409614	RENTAL	PA	NA	N/A	false
FERN HILL LLC
701 E MARSHALL STREET	WEST CHESTER	PA	19380	233005147	RENTAL	PA	NA	N/A	false
GALLOPAVO LP
2000 McKINNEY AVE STE 2125	DALLAS	TX	75201	464621967	INVESTMENT	TX	NA	N/A	false
JOG V C LIMITED PARTNERSHIP
					INVESTMENT		NA	N/A	false	STE 2370 440 2ND AVE SW	ALBERTA	CA	T2P5E9	CA	CALGARY
JOG VI C LIMITED PARTNERSHIP
					INVESTMENT		NA	N/A	false	STE 2370 440 2ND AVE SW	ALBERTA	CA	T2P5E9	CA	CALGARY
KINGSTOWN 1740 FUND LP
34 EAST 51ST STREET	NEW YORK	NY	10022	843119908	INVESTMENT	NY	NA	N/A	false
LANCASTER PET PARTNERSHIP LLP
PO BOX 4216	LANCASTER	PA	17604	233102793	MEDICAL SERVICES	PA	NA	N/A	false
LG HEALTH COMM CARE COLLAB II
555 NORTH DUKE STREET	LANCASTER	PA	17604	823809581	ACO	PA	NA	N/A	false
LG HEALTH COMMUNITY CARE COLLABORATIVE
555 NORTH DUKE STREET	LANCASTER	PA	17604	455542179	ACO	PA	NA	N/A	false
LIFT REAL ESTATE PARTNERS FUND I LP
180 SUTTER STREET SUITE 400	SAN FRANCISCO	CA	94104	831339929	INVESTMENT	CA	NA	N/A	false
MRI GROUP LLP
PO BOX 4216	LANCASTER	PA	17604	331011386	MEDICAL SERVICES	PA	NA	N/A	false
NEIGHBRHD PRES & DEV FUND LP
240 NEW YORK DR STE 1	FORT WASHINGTON	PA	19034	233037919	RENTAL	PA	NA	N/A	false
OAKLANDS WAY MEDICAL BUILDING ASSOCIATES
701 E MARSHALL STREET	WEST CHESTER	PA	19380	830490251	RENTAL	PA	NA	N/A	false
SRP INVESTORS FUND A LP
2001 ROSS AVE SUITE 400	DALLAS	TX	75201	611748291	INVESTMENT	TX	NA	N/A	false
TURK'S HEAD SURGERY CENTER
915 OLD FERN HILL ROAD BLDG B STE	WEST CHESTER	PA	19380	200184603	MEDICAL SERVICES	PA	NA	N/A	false
ST-TO RIBBIT OPPORTUNITY V LLC
364 UNIVERSITY AVENUE	PALO ALTO	CA	94301	841814102	INVESTMENTS	CA	NA	N/A	false

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)

Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd	CityForeignAddress/CityNm	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
ARCM 1740 LTD
27 HOSPITAL ROAD	GRAND CAYMAN	CJ	KY1-9008	INVESTMENTS	CJ	TRUSTEES	C-CORP	false
BARGE GANSE VENACARE BUS INC
				HEALTHCARE		LGSBT	C-CORP	false	555 NORTH DUKE STREET	LANCASTER	PA	17604	232113017	PA
CIRCLE MEDICAL ASSURANCE CO
				INSURANCE		TRUSTEES	C-CORP	false	2929 WALNUT STREET STE 460	PHILADELPHIA	PA	19104	833556286	PA
CLINICAL HEALTH CARE ASSOC OF NJ PC
				PHYS MGMT		CCA	C-CORP	false	250 KING OF PRUSSIA RD 4TH FL	RADNOR	PA	19087	232865181	PA
DELANCEY CORPORATION
				RENTAL		PA HOSPITAL	C-CORP	false	800 SPRUCE STREET	PHILADELPHIA	PA	19106	232060159	PA
FRANKLIN CASUALTY INSURANCE CO
				INSURANCE		TRUSTEES	C-CORP	false	PO BOX 530	BURLINGTON	VT	05402	043378984	VT
LANCASTER GENERAL 457 DEFERRED COMP PLAN
				TRUST		LG HEALTH	TRUST	false	555 NORTH DUKE STREET	LANCASTER	PA	17604	232250941	PA
LANCASTER GENERAL INSURANCE COMPANY
PO BOX 1109 GT		CJ	KYI-1102	INSURANCE	CJ	LG HEALTH	C-CORP	false					980176655		GRAND CAYMAN
LANCASTER GENERAL SERVICES INC
				PROPERTY SVCS		LG HEALTH	C-CORP	false	555 NORTH DUKE STREET	LANCASTER	PA	17604	232250128	PA
NAYA 1740 FUND LTD
PO BOX 309		CJ	KY1-1104	INVESTMENTS	CJ	TRUSTEES	C-CORP	false							UGLAND HOUSE
PENN MEDICINE LONDON LIMITED
RADIUS COMMERCIAL SERVICES LTD 11T		BR	BS1 2NT	HEALTHCARE	UK	UPENN INT'L	LIMITED COMPANY	false							WHITEFRIARS LEWINS MEAD
PENN WHARTON CONSULTING (BEIJING) CO LTD
CHINA WORLD TOWER 1 14F		CH	100004	BUS. CONSULTING	CH	UPENN INT'L	C-CORP	false							CHAOYANG DIST
PHI PHARMACY INC
				INACTIVE		PHCS HOLDING	C-CORP	false	ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	223467899	NJ
PRESBYTERIAN MEDICAL SERVICES
				HEALTHCARE		PMC	C-CORP	Yes (true)	39TH AND MARKET STREET	PHILADELPHIA	PA	19104	232307991	PA		$0	$0	1.00000
PRINCETON HEALTH INC & SUBS
				MEDICAL		PHCS HOLDING	C-CORP	false	ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	223450093	NJ
QUAKER INSURANCE COMPANY LTD
VICTORIA STREET PO BOX HM 1826	HAMILTON	BD	HM HX	SELF-INSURANCE	BD	TRUSTEES	C-CORP	false					300708282		VICTORIA HALL
THE PAM 1740 FUND LTD
PO BOX 309	GRAND CAYMAN	CJ	KYI-1104	INVESTMENTS	CJ	TRUSTEES	C-CORP	false							GEORGE TOWN
TURK'S HEAD HEALTH SERVICES INC
				MEDICAL SERVICES		CCH&HS	C-CORP	false	701 E MARSHALL STREET	WEST CHESTER	PA	19380	232329753	PA
UPENN HOSPITALITY INC
				HOTEL/RESTAURANT		TRUSTEES	C-CORP	false	3401 WALNUT STREET SUITE 440A	PHILADELPHIA	PA	19104	233076589	PA
CYRUS 1740 FUND LTD
89 NEXUS WAY CAMANA BAY		CJ	KY1-9009	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY	false					981361907		GRAND CAYMAN

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	PRESBYTERIAN MULTISPECIALTY GROUP PRACTICE	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	S	TransactionTypeTxt
Involved	$1,566,405	InvolvedAmt
Method Of Amount Determination	FMV	MethodOfAmountDeterminationTxt