THOMAS JEFFERSON UNIVERSITY HOSPITAL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS JEFFERSON UNIVERSITY HOSPITAL (EIN 23-2829095)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201911349349302851
- Schema version
- 2017v2.3
- 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 C
- Schedule D
- Schedule F
- Schedule H
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T09:28:47-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LOGAN SQUARE SUITE 2001 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232829095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JEFFERSON UNIVERSITY HOSPITALS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER L DEANGELIS JR | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2155038958 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TJU 601 WALNUT ST SUITE 925E | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191063333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER L DEANGELIS JR | PersonNm |
| Person Title | EVP/CFO | PersonTitleTxt |
| Phone | 2159554773 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 2155462140 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.36.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220191345000078 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EAB307D2E8AFAB6AF4FCC2E4D32CBEA4C05B2A0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4F49B62ABB70139397F9A781BA9C9E9BE652F2C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD J WEBSTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH 11TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,816,233,397 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEFFERSON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. IS TO IMPROVE LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 9206 | TotalEmployeeCnt |
| Total Volunteers | 599 | TotalVolunteersCnt |
| Total Gross UBI | $1,257,131 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $594,994 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,349,851 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,292,061 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,729,992,129 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,769,886,474 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,262,853 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,893,130 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,971,970 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,757,892 | CYOtherRevenueAmt |
| PY Total Revenue | $1,746,632,863 | PYTotalRevenueAmt |
| CY Total Revenue | $1,807,313,773 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $82,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $652,451,717 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $664,986,550 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,125,038 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,041,884,155 | PYOtherExpensesAmt |
| CY Other Expenses | $1,084,158,019 | CYOtherExpensesAmt |
| PY Total Expenses | $1,694,350,172 | PYTotalExpensesAmt |
| CY Total Expenses | $1,749,226,569 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,282,691 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $58,087,204 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,091,726,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,086,453,398 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $896,816,881 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $855,845,921 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,194,909,792 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,230,607,477 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. WE ARE COMMITTED TO: 1) SETTING THE STANDARD FOR EXCELLENCE IN THE DELIVERY OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE; 2) PROVIDING EXEMPLARY CLINICAL SETTINGS FOR EDUCATING THE HEALTHCARE DELIVERY PROFESSIONALS WHO WILL FORM THE COLLABORATIVE HEALTHCARE DELIVERY TEAM OF TOMORROW; 3) LEADING IN THE INTRODUCTION OF INNOVATIVE METHODOLOGIES FOR HEALTHCARE DELIVERY AND QUALITY IMPROVEMENT. WE ACCOMPLISH OUR MISSION IN PARTNERSHIP WITH THOMAS JEFFERSON UNIVERSITY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,539,061,404 | ExpenseAmt |
| Grant | $82,000 | GrantAmt |
| Revenue | $1,769,886,474 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Total Program Service Expenses | $1,539,061,404 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | 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 | 410 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9206 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| 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 | PETER L DEANGELIS JR | PersonNm |
| Phone | 2159554773 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 CHESTNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARK L ALDERMAN ESQ | ||||||||||
| CHAIRMAN - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOSEPHINE MANDEVILLE | ||||||||||
| VICE CHAIR - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RODNEY BELL MD | ||||||||||
| TRUSTEE - PRES MEDICAL STAFF | 50.0 | 0.0 | Yes (X) | $0 | $350,499 | $57,476 | ||||
| JANICE R BELLACE ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SALVATORE COGNETTI JR ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS P COSTELLO | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE E DEMING | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY J DIMARINO JR MD | ||||||||||
| TRUSTEE | 50.0 | 0.0 | Yes (X) | $0 | $593,439 | $71,818 | ||||
| ROBERT DISTANISLAO | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JACK FARBER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH A GRAHAM | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J HELLER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HAROLD A HONICKMAN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HYMAN R KAHN MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MATTHEW KILLION MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN K KLASKO MD MBA | ||||||||||
| TRUSTEE-PRES/CEO TJU&JEFF HLTH | 60.0 | 0.0 | Yes (X) | Yes (X) | $0 | $2,426,724 | $1,331,969 | |||
| CHARLES G KOPP ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LEONARD I KORMAN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| IRA LUBERT | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WARREN MATTHEWS MD | ||||||||||
| TRUSTEE | 50.0 | 0.0 | Yes (X) | $0 | $321,799 | $28,568 | ||||
| JOSEPH J MCLAUGHLIN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAURENCE M MERLIS | ||||||||||
| TRUSTEE | 60.0 | 0.0 | Yes (X) | $0 | $2,219,845 | $630,721 | ||||
| DAVID O'MALLEY | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY P ORLEANS | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDMUND PRIBITKIN MD | ||||||||||
| TRUSTEE-CHIEF MEDICAL OFFICER | 55.0 | 0.0 | Yes (X) | $0 | $917,318 | $84,584 | ||||
| VIJAY M RAO MD FACR | ||||||||||
| TRUSTEE | 50.0 | 0.0 | Yes (X) | $0 | $782,991 | $73,979 | ||||
| GERALD SEGAL | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MANNY STAMATAKIS | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN P TIERNEY ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK L TYKOCINSKI MD | ||||||||||
| TRUSTEE | 60.0 | 0.0 | Yes (X) | $0 | $1,521,129 | $270,106 | ||||
| ALEX VACCARO MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J WEBSTER RN MSN | ||||||||||
| TRUSTEE - PRESIDENT TJUH | 55.0 | 0.0 | Yes (X) | Yes (X) | $954,092 | $0 | $109,172 | |||
| VANESSA WEISMAN | ||||||||||
| TRUSTEE - PRES WOMEN'S BOARD | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES J YEO MD FACS | ||||||||||
| TRUSTEE | 50.0 | 0.0 | Yes (X) | $0 | $1,239,407 | $104,931 | ||||
| CRISTINA G CAVALIERI ESQ | ||||||||||
| SEC - EVP CHIEF LEGAL COUNSEL | 60.0 | 0.0 | Yes (X) | $0 | $1,089,509 | $277,764 | ||||
| PETER L DEANGELIS JR | ||||||||||
| TREASURER - EVP, CFO & CAO | 60.0 | 0.0 | Yes (X) | $0 | $1,281,132 | $414,735 | ||||
| NEIL G LUBARSKY CPA CGMA | ||||||||||
| SVP, FINANCE/CFO - TJUH | 55.0 | 0.0 | Yes (X) | $652,876 | $0 | $77,053 | ||||
| JAMES E ROBINSON | ||||||||||
| SVP/CAO - METHODIST DIVISION | 55.0 | 0.0 | $424,330 | $0 | $57,495 | Yes (X) | ||||
| BRIAN SWEENEY RN MBA FACHE | ||||||||||
| COO - TJUH (EFFECTIVE 1/18) | 55.0 | 0.0 | $392,526 | $0 | $44,885 | Yes (X) | ||||
| STEPHEN K SIGWORTH MD MSHA | ||||||||||
| ASSOCIATE CHIEF MED OFFICER | 50.0 | 0.0 | $720,727 | $0 | $71,041 | Yes (X) | ||||
| RICHARD KWEI | ||||||||||
| SVP,PAYER STRATEGY&NTWK PERF. | 50.0 | 0.0 | $563,684 | $0 | $71,014 | Yes (X) | ||||
| RAVICHANDRA A MADINENI MD | ||||||||||
| NEUROSURGEON | 50.0 | 0.0 | $2,567 | $531,403 | $68,389 | Yes (X) | ||||
| DEBRA W TAYLOR | ||||||||||
| VP, PAYER RELATIONS & CONTRACT | 50.0 | 0.0 | $481,032 | $0 | $59,183 | Yes (X) | ||||
| SHARON M GALUP | ||||||||||
| SVP, PAYER STRATEGY & CONTRACT | 50.0 | 0.0 | $469,129 | $0 | $18,998 | Yes (X) | ||||
| DAVID P MCQUAID | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $436,430 | $0 | $7 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,097,393 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $13,275,195 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,923,888 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 948 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | 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 |
|---|---|---|---|---|---|
| ARAMARK CORPORATION | |||||
| 24863 NETWORK PLACE | CHICAGO | IL | 606731248 | FOOD | $12,226,520 |
| AMN HEALTHCARE INC | |||||
| 2735 COLLECTION CENTER DRIVE | CHICAGO | IL | 60693 | STAFFING | $9,547,402 |
| C ERICKSON AND SONS INC | |||||
| 2200 ARCH STREET SUITE 200 | PHILADELPHIA | PA | 19103 | CONSTRUCTION | $7,770,564 |
| ROTHMAN ORTHOPAEDICS | |||||
| 925 CHESTNUT STREET SUITE 500 | PHILADELPHIA | PA | 19107 | MEDICAL | $6,463,537 |
| TARGET BUILDING CONSTRUCTION INC | |||||
| 1124 CHESTER PIKE | CRUM LYNNE | PA | 190221225 | CONSTRUCTION | $3,278,192 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 132 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $4,292,061 | AllOtherContributionsAmt |
| Noncash Contributions | $310,259 | NoncashContributionsAmt |
| Total Contributions | $4,292,061 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 622110 | $1,680,615,239 | $1,680,615,239 | |
| OTHER HEALTHCARE RELATED REVENUE | 622110 | $89,271,235 | $88,014,104 | $1,257,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,769,886,474 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,249,510 | TotalRevenueColumnAmt |
| Exclusion | $3,249,510 | 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 | $3,161,732 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,919,624 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$5,757,892 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,757,892 | TotalRevenueColumnAmt |
| Exclusion | -$5,757,892 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,643,620 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,643,620 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,643,620 | TotalRevenueColumnAmt |
| Exclusion | $35,643,620 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,807,313,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,768,629,343 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,257,131 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,135,238 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,000 | TotalAmt |
| Program Services | $82,000 | ProgramServicesAmt |
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 | $2,712,429 | TotalAmt |
| Program Services | $2,712,429 | ProgramServicesAmt |
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 | $524,269,656 | TotalAmt |
| Program Services | $524,269,656 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,705,000 | TotalAmt |
| Program Services | $32,705,000 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,676,104 | TotalAmt |
| Program Services | $68,676,104 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,623,361 | TotalAmt |
| Program Services | $36,623,361 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,647 | TotalAmt |
| Program Services | $500,647 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,989 | TotalAmt |
| Program Services | $309,989 | ProgramServicesAmt |
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 | $244,559 | TotalAmt |
| Program Services | $244,559 | ProgramServicesAmt |
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 | $1,134,414 | TotalAmt |
| Program Services | $1,134,414 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,404,432 | TotalAmt |
| Program Services | $144,404,432 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,714 | TotalAmt |
| Program Services | $185,714 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,253,325 | TotalAmt |
| Program Services | $23,253,325 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,863,412 | TotalAmt |
| Program Services | $7,863,412 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,950,494 | TotalAmt |
| Program Services | $19,950,494 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,826,027 | TotalAmt |
| Program Services | $3,826,027 | ProgramServicesAmt |
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 | $424,357 | TotalAmt |
| Program Services | $424,357 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,763,422 | TotalAmt |
| Program Services | $16,763,422 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,075,849 | TotalAmt |
| Program Services | $90,075,849 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,151,781 | TotalAmt |
| Program Services | -$2,151,781 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $339,932,542 | $339,932,542 | $0 | $0 |
| ALLOCATED CORPORATE SVCS | $214,019,314 | $3,854,149 | $202,040,127 | $8,125,038 |
| JUP RELATED 501(C)(3) EXP | $136,430,987 | $136,430,987 | $0 | $0 |
| MA TAX ASSESS/MODERNIZATION | $63,459,384 | $63,459,384 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,530,932 | TotalAmt |
| Program Services | $23,530,932 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,226,569 | TotalAmt |
| Program Services | $1,539,061,404 | ProgramServicesAmt |
| Management And General | $202,040,127 | ManagementAndGeneralAmt |
| Fundraising | $8,125,038 | 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 | $54,112,645 | BOYAmt |
| EOY | $270,139,467 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $265,666,032 | BOYAmt |
| EOY | $260,346,144 | 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 | $33,868,882 | BOYAmt |
| EOY | $34,421,109 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,906,258 | BOYAmt |
| EOY | $14,444,216 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,743,835,776 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,085,539,827 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,804,933 | BOYAmt |
| EOY | $658,295,949 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $536,580,163 | BOYAmt |
| EOY | $548,097,902 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,585,800 | BOYAmt |
| EOY | $144,585,800 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,201,960 | BOYAmt |
| EOY | $156,122,811 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,726,673 | BOYAmt |
| EOY | $2,086,453,398 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,132,657 | BOYAmt |
| EOY | $174,177,011 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $14,495,064 | BOYAmt |
| EOY | $14,484,422 | 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 | $704,189,160 | BOYAmt |
| EOY | $667,184,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $896,816,881 | BOYAmt |
| EOY | $855,845,921 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,773,108 | BOYAmt |
| EOY | $1,172,890,862 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,404,539 | BOYAmt |
| EOY | $42,673,822 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,732,145 | BOYAmt |
| EOY | $15,042,793 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,194,909,792 | BOYAmt |
| EOY | $1,230,607,477 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,091,726,673 | BOYAmt |
| EOY | $2,086,453,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $58,087,204 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,669,788 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,719,731 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $237,818 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $6,741 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $244,559 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
| Form4720 Filed4912 Tax | false | Form4720Filed4912TaxInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED JUNE 30, 2018, THE ORGANIZATION PAID TWO INDEPENDENT OUTSIDE LOBBYING FIRMS A TOTAL OF $154,644 FOR LOBBYING ON A FEDERAL, STATE AND LOCAL LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS IMPACTING THE HOSPITAL AND ITS PATIENTS AND SURROUNDING COMMUNITY. IN ADDITION, THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, NATIONAL ALLIANCE OF SAFETY - NET HOSPITALS, ASSOCIATION OF AMERICAN MEDICAL COLLEGES AND THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH EACH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $89,914 DURING THE FISCAL YEAR ENDED JUNE 30, 2018. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $126,789,526 | BeginningYearBalanceAmt |
| Contributions | $2,909,437 | ContributionsAmt |
| Investment Earnings Or Losses | $7,596,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,972,839 | OtherExpendituresAmt |
| End Year Balance | $132,322,176 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,579,591 | BeginningYearBalanceAmt |
| Contributions | $89,416 | ContributionsAmt |
| Investment Earnings Or Losses | $11,726,968 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,606,449 | OtherExpendituresAmt |
| End Year Balance | $126,789,526 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,803,546 | BeginningYearBalanceAmt |
| Contributions | $45,514 | ContributionsAmt |
| Investment Earnings Or Losses | $21,369,983 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,639,452 | OtherExpendituresAmt |
| End Year Balance | $119,579,591 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,818,940 | BeginningYearBalanceAmt |
| Contributions | $134,300 | ContributionsAmt |
| Investment Earnings Or Losses | $4,523,463 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,673,157 | OtherExpendituresAmt |
| End Year Balance | $102,803,546 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,679,218 | BeginningYearBalanceAmt |
| Contributions | $161,027 | ContributionsAmt |
| Investment Earnings Or Losses | $11,004,018 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,025,323 | OtherExpendituresAmt |
| End Year Balance | $102,818,940 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.74970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08080 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16950 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,997,293 | OtherCostOrOtherBasisAmt |
| Book Value | $28,997,293 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $662,216,443 | OtherCostOrOtherBasisAmt |
| Depreciation | $360,069,825 | DepreciationAmt |
| Book Value | $302,146,618 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,889,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,922,255 | DepreciationAmt |
| Book Value | $49,967,059 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $942,340,129 | OtherCostOrOtherBasisAmt |
| Depreciation | $686,800,191 | DepreciationAmt |
| Book Value | $255,539,938 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,392,597 | OtherCostOrOtherBasisAmt |
| Depreciation | $747,556 | DepreciationAmt |
| Book Value | $21,645,041 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $658,295,949 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| SHORT-TERM INVESTMENTS | $322,087,594 | F |
| LONG-TERM INVESTMENTS | $225,565,371 | F |
| ASSETS WHOSE USE IS LIMITED | $374,162 | F |
| BOARD DESIGNATED | $70,775 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $548,097,902 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $9,571,193 |
| INSURANCE RECOVERABLE | $95,942,434 |
| OTHER RECEIVABLES | $39,056,284 |
| OTHER ASSETS | $11,552,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $156,122,811 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $447,283,055 |
| ACCRUED PROFESSIONAL LIABILITY | $198,188,157 |
| ACCRUED WORKERS COMPENSATION | $0 |
| OTHER LIABILITIES | $21,713,276 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $667,184,488 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATIONS AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJUS ENDOWMENTS CONSIST OF 1,056 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE, WHICH ARE REPORTED IN UNRESTRICTED NET ASSETS, WERE $1.4 MILLION AND $1.5 MILLION AS OF JUNE 30, 2018 AND 2017, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJUS ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJUS INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF TJU IS BASED ON 75% OF THE PRIOR YEAR SPENDABLE INCOME AND 25% OF THE CALCULATED TWO YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE MULTIPLIED BY 4.75% FOR SCHOLARSHIP FUNDS AND 7% FOR NON-SCHOLARSHIP FUNDS; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF ABINGTON IS BASED ON 5% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Europe (Including Iceland and Greenland) | Investments | $15,769 |
| East Asia and the Pacific | Investments | $132,108 |
| North America | Investments | $1,081 |
| Central America and the Caribbean | Investments | $13,435,781 |
| Middle East and North Africa | Investments | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $13,584,779 | SubtotalSpentAmt |
| Total Spent | $13,584,779 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| Most Hospitals Policy | Yes (X) | MostHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent400 | Yes (X) | Percent400Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (true) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | false | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | false | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $7,272,090 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $7,272,090 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00420 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $309,350,243 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $219,620,939 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $89,729,304 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05130 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $316,622,333 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $219,620,939 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $97,001,394 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05550 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $3,102,120 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $71,851 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $3,030,269 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00170 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $135,442,867 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $117,640,915 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $17,801,952 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01020 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $367,544,650 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $321,664,999 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $45,879,651 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02620 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $645,442 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $34,958 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $610,484 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00030 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,822,186 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,000 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,821,186 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $509,557,265 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $439,413,723 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $70,143,542 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04000 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $826,179,598 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $659,034,662 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $167,144,936 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.09550 | TotalExpensePct |
Physical Imprv And Housing PhysicalImprvAndHousingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $843 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $843 | NetCommunityBenefitExpnsAmt |
Community Support CommunitySupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,324 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $19,324 | NetCommunityBenefitExpnsAmt |
Coalition Building CoalitionBuildingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $57,669 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $57,669 | NetCommunityBenefitExpnsAmt |
Workforce Development WorkforceDevelopmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,885 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,885 | NetCommunityBenefitExpnsAmt |
Total Communtity Building Acty TotalCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $79,721 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $79,721 | NetCommunityBenefitExpnsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $53,736,866 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $1,612,106 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $331,305,017 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $403,039,325 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$71,734,308 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | Yes (X) | CostAccountingSystemInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (9 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Org Profit Or OwnershipOrgProfitOrOwnershipPct | Physicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct |
|---|---|---|
| RIVERVIEW SURGERY | ||
| CENTER AT THE NAVY | ||
| YARD LLC | ||
| SURGICAL SERVICES | 0.51 | 0.39 |
| ROTHMAN ORTHOPAEDIC | ||
| SPECIALTY HOSPITAL | ||
| SPECIALTY HOSPITAL | 0.54 | 0.46 |
| BUCKS CNTY SPECIALTY | ||
| HOSPITAL REALTY | ||
| HEALTHCARE SERVICES | 0.15 | 0.64 |
| JEFFERSON COMPREHEN- | ||
| SIVE CONCUSSION CTR | ||
| CONCUSSION SERVICES | 0.325 | 0.336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 5 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp (5 entries)
| FacilityFacilityNum | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Website AddressWebsiteAddressTxt | State LicenseStateLicenseNum | Licensed HospitalLicensedHospitalInd | General Medical And SurgicalGeneralMedicalAndSurgicalInd | Teaching HospitalTeachingHospitalInd | Emergency Room24 HrsEmergencyRoom24HrsInd | Facility Reporting GroupFacilityReportingGroupCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS JEFFERSON UNIVERSITY HOSPITAL | |||||||||||
| 1 | 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | WWW.JEFFERSON.EDU | 200801 | Yes (X) | Yes (X) | Yes (X) | Yes (X) | A |
| JEFFERSON METHODIST HOSPITAL | |||||||||||
| 2 | 2301 SOUTH BROAD STREET | PHILADELPHIA | PA | 19148 | WWW.JEFFERSON.EDU | 200801 | Yes (X) | Yes (X) | Yes (X) | A | |
| JEFFERSON HOSPITAL FOR NEUROSCIENCE | |||||||||||
| 3 | 900 WALNUT STREET | PHILADELPHIA | PA | 19107 | WWW.JEFFERSON.EDU | 200801 | Yes (X) | Yes (X) | Yes (X) | A | |
| ROTHMAN ORTHO SPECIALTY HOSPITAL | |||||||||||
| 4 | 3300 TILLMAN DRIVE | BENSALEM | PA | 19020 | HTTP://ROTHMANORTHOHOSPITAL.COM | 22620101 | Yes (X) | Yes (X) | B | ||
| PHYSICIAN CARE SURGICAL HOSPITAL | |||||||||||
| 5 | 454 ENTERPRISE DRIVE | ROYERSFORD | PA | 19468 | WWW.PHYCAREHOSPITAL.COM | 22630101 | Yes (X) | Yes (X) | C | ||
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp (3 entries)
| FacilityFacilityNum | First Licensed CY Or PYFirstLicensedCYOrPYInd | Tax Exempt Hospital CY Or PYTaxExemptHospitalCYOrPYInd | CHNA ConductedCHNAConductedInd | Community DefinitionCommunityDefinitionInd | Community DemographicsCommunityDemographicsInd | Existing ResourcesExistingResourcesInd | How Data ObtainedHowDataObtainedInd | Community Health NeedsCommunityHealthNeedsInd | Other Health IssuesOtherHealthIssuesInd | Community Hlth Needs Id ProcessCommunityHlthNeedsIdProcessInd | Consulting ProcessConsultingProcessInd | Prior CHNA ImpactPriorCHNAImpactInd | CHNA ConductedCHNAConductedYr | Take Into Account Others InputTakeIntoAccountOthersInputInd | CHNA Conducted With Other FcltsCHNAConductedWithOtherFcltsInd | CHNA Conducted With Non FcltsCHNAConductedWithNonFcltsInd | CHNA Report Widely AvailableCHNAReportWidelyAvailableInd | Rpt Available On Own WebsiteRptAvailableOnOwnWebsiteInd | Own Website URLOwnWebsiteURLTxt | Paper Copy Public InspectionPaperCopyPublicInspectionInd | Implementation Strategy AdoptImplementationStrategyAdoptInd | Implementation Strategy AdptImplementationStrategyAdptYr | Strategy Posted WebsiteStrategyPostedWebsiteInd | Strategy Website URLStrategyWebsiteURLTxt | Organization Incur Excise TaxOrganizationIncurExciseTaxInd | Elig Criteria ExplainedEligCriteriaExplainedInd | FPG Family Incm Lmt Free DscntFPGFamilyIncmLmtFreeDscntInd | FPG Family Incm Lmt Free CareFPGFamilyIncmLmtFreeCarePct | FPG Family Incm Lmt Dscnt CareFPGFamilyIncmLmtDscntCarePct | Asset Level CriteriaAssetLevelCriteriaInd | Medical Indigency CriteriaMedicalIndigencyCriteriaInd | Insurance Status CriteriaInsuranceStatusCriteriaInd | Underinsurance Stat CriteriaUnderinsuranceStatCriteriaInd | Residency CriteriaResidencyCriteriaInd | Explained BasisExplainedBasisInd | App Financial Asst ExplnAppFinancialAsstExplnInd | Described InfoDescribedInfoInd | Described Suprt DocDescribedSuprtDocInd | Provided Hospital ContactProvidedHospitalContactInd | Includes Publicity MeasuresIncludesPublicityMeasuresInd | FAP Available On WebsiteFAPAvailableOnWebsiteInd | FAP Available On Website URLFAPAvailableOnWebsiteURLTxt | FAP App Available On WebsiteFAPAppAvailableOnWebsiteInd | FAP App Available On Website URLFAPAppAvailableOnWebsiteURLTxt | FAP Summary On WebsiteFAPSummaryOnWebsiteInd | FAP Summary On Website URLFAPSummaryOnWebsiteURLTxt | FAP Avlbl On Request No ChargeFAPAvlblOnRequestNoChargeInd | FAP App Avlbl On Request No ChrgFAPAppAvlblOnRequestNoChrgInd | FAP Sum Avlbl On Request No ChrgFAPSumAvlblOnRequestNoChrgInd | Notified FAP Copy Bill DisplayNotifiedFAPCopyBillDisplayInd | Communtity Notified FAPCommuntityNotifiedFAPInd | FAP TranslatedFAPTranslatedInd | FAP Actions On NonpaymentFAPActionsOnNonpaymentInd | Permit No ActionsPermitNoActionsInd | Collection ActivitiesCollectionActivitiesInd | Provided Written NoticeProvidedWrittenNoticeInd | Made Effort Orally NotifyMadeEffortOrallyNotifyInd | Processed FAP ApplicationProcessedFAPApplicationInd | Made Presumptive Elig DetermMadePresumptiveEligDetermInd | Nondis Emergency Care PolicyNondisEmergencyCarePolicyInd | Look Back MedicareLookBackMedicareInd | Amounts Generally BilledAmountsGenerallyBilledInd | Gross ChargesGrossChargesInd | Strategy AttachedStrategyAttachedInd | Look Back Medicare PrivateLookBackMedicarePrivateInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TJUH (FACILITY REPORTING GROUP A) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 13 | false | false | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 15 | Yes (true) | Yes (true) | false | Yes (true) | Yes (X) | WWW.JEFFERSONHEALTH.ORG | Yes (X) | Yes (true) | 16 | Yes (true) | WWW.JEFFERSONHEALTH.ORG | false | Yes (true) | Yes (X) | 200. | 400. | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | WWW.JEFFERSONHEALTH.ORG | Yes (X) | WWW.JEFFERSONHEALTH.ORG | Yes (X) | WWW.JEFFERSONHEALTH.ORG | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | false | ||
| ROSH (FACILITY REPORTING GROUP B) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4 | false | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | 17 | Yes (true) | false | false | Yes (true) | Yes (X) | HTTP://ROTHMANORTHOHOSPITAL.COM | Yes (X) | Yes (true) | 18 | false | false | Yes (true) | Yes (X) | 200. | 0. | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | HTTP://ROTHMANORTHOHOSPITAL.COM | Yes (X) | HTTP://ROTHMANORTHOHOSPITAL.COM | Yes (X) | ROTHMANORTHOHOSPITAL.COM | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | false | Yes (true) | Yes (X) | |||||
| PHYCARE (FACILITY REPORTING GROUP C) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5 | false | Yes (true) | false | false | Yes (true) | Yes (X) | 200. | 0. | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (true) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | WWW.PHYCAREHOSPITAL.COM | Yes (X) | WWW.PHYCAREHOSPITAL.COM | Yes (X) | WWW.PHYCAREHOSPITAL.COM | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (X) | Yes (true) | Yes (X) | false | Yes (X) | Yes (X) | Yes (X) | Yes (true) | false | false | ||||||||||||||||||||||||||
Supplemental Information SupplementalInformationGrp (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART V, SECTION B; LINE 2 | ROSH - FACILITY REPORTING GROUP B ================================= EFFECTIVE JUNE 30, 2016 THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") BECAME A MAJORITY OWNER IN ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ("ROSH") AND BEGAN OPERATING THE HOSPITAL FACILITY. PER INTERNAL REVENUE CODE SECTION 501(R), AN ORGANIZATION IS CONSIDERED TO OPERATE A HOSPITAL FACILITY IF IT OWNS A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES THAT OPERATES THE HOSPITAL FACILITY. ADDITIONALLY, THE FINAL REGULATIONS CLARIFIED THAT AN ORGANIZATION IS CONSIDERED TO OWN A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES, IF IT OWNS SUCH AN INTEREST DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE LOWER-TIER ENTITIES THAT ARE TREATED AS PARTNERSHIPS FOR FEDERAL TAX PURPOSES. THEREFORE, IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R), TJUH; AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION, BEGAN OPERATING ROSH, A REHABILITATION HOSPITAL FACILITY, IN THE IMMEDIATELY PRECEDING TAX YEAR. PHYCARE - FACILITY REPORTING GROUP C ==================================== IN MAY OF 2017, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") AND MAIN LINE HOSPITALS, INC. ("MLH") ESTABLISHED A LIMITED LIABILITY COMPANY, MLJH, LLC, PURSUANT TO THE PROVISIONS OF THE PENNSYLVANIA UNIFORM LIMITED LIABILITY COMPANY ACT. MLJH, LLC WAS FORMED TO INVEST IN PHYSICIAN'S CARE SURGICAL HOSPITAL, LP ("PHYCARE") A PENNSYLVANIA LIMITED PARTNERSHIP, WHICH OPERATES A SPECIALTY SURGICAL HOSPITAL LOCATED AT 454 ENTERPRISE DRIVE ROYERSFORD, PENNSYLVANIA. PER INTERNAL REVENUE CODE SECTION 501(R), AN ORGANIZATION IS CONSIDERED TO OPERATE A HOSPITAL FACILITY IF IT OWNS A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES THAT OPERATES THE HOSPITAL FACILITY. ADDITIONALLY, THE FINAL REGULATIONS CLARIFIED THAT AN ORGANIZATION IS CONSIDERED TO OWN A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES IF IT OWNS SUCH AN INTEREST DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE LOWER-TIER ENTITIES THAT ARE TREATED AS PARTNERSHIPS FOR FEDERAL TAX PURPOSES. ULTIMATELY, TJUH BEGAN OPERATING PHYCARE, A HOSPITAL FACILITY, THROUGH ITS 50% OWNERSHIP IN MLJH, LLC EFFECTIVE JULY 1, 2017. |
| SCHEDULE H, PART V, SECTION B; LINE 3 | PHYCARE - FACILITY REPORTING GROUP C ==================================== A HOSPITAL ORGANIZATION THAT ACQUIRES A HOSPITAL FACILITY (WHETHER THROUGH MERGER OR ACQUISITION) MUST MEET THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(R)(3) WITH RESPECT TO THE ACQUIRED HOSPITAL FACILITY BY THE LAST DAY OF THE ORGANIZATION'S SECOND TAXABLE YEAR BEGINNING AFTER THE DATE ON WHICH THE HOSPITAL FACILITY WAS ACQUIRED. IN ACCORDANCE WITH THESE REGULATIONS, THE HOSPITAL FACILITY'S CHNA WILL BE COMPLETED AND MADE WIDELY AVAILABLE ON OR BEFORE JUNE 30, 2019. |
| SCHEDULE H, PART V, SECTION B; LINE 3I | TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION FIRST CONDUCTED ITS INITIAL COMPREHENSIVE COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") AND A THREE YEAR IMPLEMENTATION PLAN AS OF JUNE 30, 2013. THEREAFTER, AS INDICATED WITHIN SCHEDULE H, PART V, SECTION B, THE ORGANIZATION CONDUCTED ITS SECOND CHNA AND THREE YEAR IMPLEMENTATION PLAN AS OF JUNE 30, 2016. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(3), AN ORGANIZATION'S CHNA SHOULD INCLUDE THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE ORGANIZATION'S PRIOR CHNA. WHILE THE ORGANIZATION'S MOST RECENTLY CONDUCTED CHNA DOES NOT SPECIFICALLY DESCRIBE THE IMPACT OF THE ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL'S PRIOR CHNA, THE ORGANIZATION CREATED A SEPARATE REPORT ENTITLED "THOMAS JEFFERSON UNIVERSITY HOSPITALS COMMUNITY HEALTH NEEDS ASSESSMENT REPORT EVALUATION" ("REPORT") WHICH DESCRIBES THE IMPACT OF ANY ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL'S PRIOR CHNA. THIS REPORT, WHICH IS MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE (URL INCLUDED BELOW), INDICATES THAT SINCE ITS INITIAL CHNA, ROUGHLY 108,250 INDIVIDUALS WERE REACHED AS A RESULT OF THE ORGANIZATION'S COMMUNITY HEALTH IMPROVEMENT SERVICES. THESE SERVICES INCLUDED COMMUNITY HEALTH EDUCATION, COMMUNITY BASED CLINICAL SERVICES AND HEALTHCARE SUPPORTIVE SERVICES. ADDITIONALLY, THE ORGANIZATION'S HEALTH PROFESSIONS EDUCATION SERVICES REACHED OVER 105,500 INDIVIDUALS INCLUDING PHYSICIANS, MEDICAL, NURSING, PHARMACY, OCCUPATIONAL AND PHYSICAL THERAPY STUDENTS AND FACULTY, AS WELL AS, OTHER HEALTH PROFESSIONALS SUCH AS PHYSICIANS AND MEDICAL ASSISTANTS. THE ORGANIZATION'S REPORT INCLUDES TABLES WHICH SUMMARIZE AND EVALUATE MAJOR EFFORTS TIED TO THE ORGANIZATION'S 2013 - 2016 IMPLEMENTATION PLAN. THE REPORT INCLUDES EACH IDENTIFIED HEALTH NEED, PROVIDES INFORMATION ABOUT THE STRATEGIES/RECOMMENDATIONS INITIATED AND SUMMARIZES THE ACCOMPLISHMENTS AND OUTCOMES THROUGH MARCH 2016. THE ORGANIZATION'S COMMUNITY HEALTH NEEDS ASSESSMENT REPORT EVALUATION IS MADE WIDELY AVAILABLE AND CAN FOUND AT THE FOLLOWING URL: HTTPS://HOSPITALS.JEFFERSON.EDU/CONTENT/DAM/HEALTH/PDFS/GENERAL/IN-THE-COM MUNITY/17-0405%202013-2016%20CHNA%20EVALUATION%20FINAL.PDF ROSH - FACILITY REPORTING GROUP B ================================= A HOSPITAL ORGANIZATION THAT ACQUIRES A HOSPITAL FACILITY (WHETHER THROUGH MERGER OR ACQUISITION) MUST MEET THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(R)(3) WITH RESPECT TO THE ACQUIRED HOSPITAL FACILITY BY THE LAST DAY OF THE ORGANIZATION'S SECOND TAXABLE YEAR BEGINNING AFTER THE DATE ON WHICH THE HOSPITAL FACILITY WAS ACQUIRED. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") BECAME A MAJORITY OWNER IN ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ("ROSH") AND BEGAN OPERATING THE HOSPITAL FACILITY EFFECTIVE JUNE 30, 2016. IN ACCORDANCE WITH THESE REGULATIONS, ROSHS INITIAL COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") WAS COMPLETED AND MADE WIDELY AVAILABLE AS OF JUNE 30, 2018. SINCE THIS WAS THE HOSPITAL FACILITYS FIRST CHNA, THE IMPACT OF ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL FACILITYS PRIOR CHNA IS NOT APPLICABLE. |
| SCHEDULE H, PART V, SECTION B; LINE 5 | TJUH - FACILITY REPORTING GROUP A ================================= IN ITS MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") THIS ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY ITS HOSPITAL FACILITIES. TO UNDERTAKE THE CHNA THE ORGANIZATION FORMED AN INTERNAL COMMUNITY BENEFIT STEERING COMMITTEE ("CBSC"). THE ROLE OF THE CBSC IS TO PROVIDE GUIDANCE ABOUT CONDUCTING THE HEALTH NEEDS ASSESSMENT, TO SUGGEST COMMUNITY EXPERTS/ORGANIZATIONS THAT SHOULD BE INCLUDED IN THE PROCESS, TO PROVIDE SUGGESTIONS FOR ADDITIONAL RESOURCES TO BE INCLUDED, TO REVIEW THE NEEDS ASSESSMENT FINDINGS AND RECOMMENDATIONS, AND TO PROVIDE GUIDANCE AND INSIGHT INTO PRIORITIES AND STRATEGIES FOR THE IMPLEMENTATION PLAN. COMMUNITY ENGAGEMENT AND FEEDBACK WERE AN INTEGRAL PART OF THE CHNA PROCESS. THE CBSC SOUGHT COMMUNITY INPUT THROUGH KEY INFORMANT INTERVIEWS WITH COMMUNITY LEADERS AND PARTNERS AS WELL AS CONDUCTED FOCUS GROUP RESEARCH. PUBLIC HEALTH AND HEALTHCARE PROFESSIONALS SHARED KNOWLEDGE AND EXPERTISE ABOUT HEALTH ISSUES, AND LEADERS AND REPRESENTATIVES OF NON-PROFIT AND COMMUNITY-BASED ORGANIZATIONS PROVIDED INSIGHT ON THE COMMUNITY, INCLUDING THE MEDICALLY UNDERSERVED, LOW INCOME, AND MINORITY POPULATIONS. PUBLIC HEALTH MANAGEMENT CORPORATIONS BIANNUAL RANDOM-DIGIT DIAL HOUSEHOLD HEALTH SURVEY DATA WAS USED TO GAIN AN UNDERSTANDING OF HEALTH AND SOCIAL NEEDS OF THE DIVERSE POPULATION IN JEFFERSONS COMMUNITY BENEFIT AREA. MORE THAN 3,000 INDIVIDUALS IN PHILADELPHIA WERE SURVEYED. IN ADDITION, INTERVIEWS AND FOCUS GROUPS WERE CONDUCTED. MORE THAN 90 INTERVIEWS WERE CONDUCTED WITH INDIVIDUALS REPRESENTING HEALTHCARE AND COMMUNITY BASED ORGANIZATIONS WORKING WITH THE MEDICALLY UNDERSERVED, LOW-INCOME AND MINORITY POPULATIONS THAT HAVE KNOWLEDGE OF THE HEALTH AND UNDERLYING SOCIAL CONDITIONS THAT AFFECT HEALTH OF THE PEOPLE IN THEIR NEIGHBORHOODS AND BROADER COMMUNITY. THESE INTERVIEWS WERE CONDUCTED BY A QUALITATIVE PUBLIC HEALTH RESEARCHER FROM TJUH'S CENTER FOR URBAN HEALTH TO GAIN INSIGHT ABOUT HEALTH NEEDS AND PRIORITIES, BARRIERS TO IMPROVING COMMUNITY HEALTH, AND THE COMMUNITY ASSETS AND EFFORTS ALREADY IN PLACE OR BEING PLANNED TO ADDRESS THESE ISSUES AND CONCERNS. THE INTERVIEWS CONDUCTED WITH FACULTY AND HEALTH PROVIDERS FROM METHODIST HOSPITAL, JEFFERSON NEUROSCIENCES AND JEFFERSON UNIVERSITY AND HOSPITAL WERE DESIGNED TO GAIN THEIR PERSPECTIVE ABOUT THE HEALTH ISSUES OF THEIR PATIENTS AND COMMUNITY AND TO IDENTIFY JEFFERSONS AND OTHER EFFORTS TO ADDRESS THESE ISSUES. INTERVIEWEES WERE ASKED TO PRIORITIZE THE NEEDS/ RECOMMENDATIONS DISCUSSED DURING THEIR INTERVIEW. THROUGHOUT 2014 AND 2015, MEETINGS WERE ALSO HELD WITH A VARIETY OF COMMUNITY BASED ORGANIZATIONS TO UNDERSTAND HOW TJUH MIGHT PARTNER TO ADDRESS HEALTH NEEDS OF THE COMMUNITIES THEY SERVE. FOCUS GROUPS WERE CONDUCTED WITH TJUH'S EMPLOYEES WHO LIVE IN THE NEIGHBORHOODS THAT ARE PART OF TJUHS PRIMARY SERVICE AREA. THIS WAS DONE PURPOSEFULLY IN ORDER TO INVOLVE THEM IN THE NEEDS ASSESSMENT PROCESS, AND TO ENGAGE THESE EMPLOYEES IN FUTURE EFFORTS TO IMPROVE COMMUNITY HEALTH. A LIST OF EMPLOYEES WHO LIVE IN ZIP CODES THAT MAKE UP THE COMMUNITY BENEFIT AREA WAS OBTAINED FROM HUMAN RESOURCES. EMPLOYEES WERE RANDOMLY SELECTED FROM EACH ZIP CODE AND CONTACTED ABOUT THEIR INTEREST IN PARTICIPATING IN THE FOCUS GROUPS. FOUR FOCUS GROUPS WERE HELD, TWO WITH EMPLOYEES FROM SOUTH PHILADELPHIA, ONE WITH EMPLOYEES FROM LOWER NORTH PHILADELPHIA, AND ONE WITH EMPLOYEES FROM TRANSITIONAL NEIGHBORHOODS. FOCUS GROUPS WERE CONDUCTED BY QUALITATIVE PUBLIC HEALTH RESEARCHERS FROM TJUH'S CENTER FOR URBAN HEALTH. FOCUS GROUP QUESTIONS WERE DESIGNED TO ELICIT THE MAJOR HEALTH AND SOCIAL CONCERNS OF THE NEIGHBORHOOD AND LARGER COMMUNITY, BARRIERS TO ACCESSING HEALTH AND SOCIAL SERVICES AND IMPROVING LIFESTYLES, PERCEPTIONS ABOUT EXISTING AND/OR POTENTIAL INTERVENTIONS TO ADDRESS COMMUNITY HEALTH IMPROVEMENT, AND SPECIFIC RECOMMENDATIONS THAT TJUH COULD DO TO IMPROVE THE HEALTH OF THE COMMUNITY. EACH FOCUS GROUP WAS ASKED TO PRIORITIZE THE NEEDS/RECOMMENDATIONS IDENTIFIED DURING THE FOCUS GROUP DISCUSSION. DATA ON HEALTH STATUS OF IMMIGRANT POPULATIONS (HYPERTENSION, DIABETES, HEART DISEASE RATES, OBESITY PREVALENCE, ETC.), IS LACKING DUE TO LANGUAGE ISSUES. WHILE PUBLIC HEALTH MANAGEMENT CORPORATIONS HOUSEHOLD HEALTH SURVEY IS CONDUCTED IN SPANISH, THIS IS NOT THE CASE FOR OTHER RACIAL/ETHNIC GROUPS FOR WHOM ENGLISH IS NOT THEIR PRIMARY LANGUAGE. FOR THIS REASON ADDITIONAL KEY INFORMANT INTERVIEWS WERE CONDUCTED WITH COMMUNITY ORGANIZATIONS SERVING THE IMMIGRANT REFUGEE COMMUNITIES, PARTICULARLY THE ASIAN COMMUNITIES, TO BETTER UNDERSTAND THEIR HEALTH AND RELATED SOCIAL NEEDS. THE LIST BELOW PROVIDES THE ORGANIZATIONS AND CLINICAL DEPARTMENTS OF THOSE INTERVIEWED, AND THE FOCUS OF THE INTERVIEW/MEETING BASED ON AREA(S) OF EXPERTISE: ACCESS MATTERS, THE AUGUSTINIAN DEFENDERS OF THE RIGHTS OF THE POOR, AMERICAN DIABETES ASSOCIATION, AMERICAN HEART ASSOCIATION, ASIAN CHAMBER OF COMMERCE OF GREATER PHILADELPHIA, BHUTANESE AMERICAN ORGANIZATION - PHILADELPHIA, BROAD STREET MINISTRIES, CAMBODIAN ASSOCIATION, CHINATOWN COMMUNITY DEVELOPMENT CORPORATION, CITY COUNCILMAN 1ST DISTRICT, COALITION AGAINST HUNGER, CONGRESO DE LATINOS UNIDOS, COUNCIL FOR RELATIONSHIPS, DELAWARE VALLEY REGIONAL PLANNING COUNCIL, DEPARTMENT OF BEHAVIORAL HEALTH AND INTELLECTUAL DISABILITIES, DIVERSIFIED COMMUNITY SERVICES, FOOD TRUST, GREATER PHILADELPHIA BUSINESS COALITION ON HEALTH, GREATER PHILADELPHIA HEALTH ACTION; CHINATOWN MEDICAL SERVICES, HISPANIC ASSOCIATION OF CONTRACTORS AND ENTERPRISES, HEALTHY ROWHOUSE INITIATIVE, HEALTH FEDERATION, HEALTH PROMOTION COUNCIL, HEALTHCARE IMPROVEMENT FOUNDATION, HEPATITIS B FOUNDATION, LEGAL CLINIC FOR THE DISABLED, LUTHERAN AND CHILDRENS SERVICES, METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE, MAYOR'S OFFICE OF IMMIGRANT AND MULTICULTURAL AFFAIRS, MATERNITY CARE COALITION, MAYORS OFFICE ON PLANNING, MAZZONI CENTER, METHADONE CLINIC, NATIONALITIES SERVICES CENTER, NEMOURS PEDIATRICS, NEW KENSINGTON COMMUNITY DEVELOPMENT CORPORATION, NORRIS SQUARE COMMUNITY ALLIANCE HEAD START, PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS, PHILADELPHIA CORPORATION ON AGING, PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, PHILADELPHIA HOUSING AUTHORITY, PHILADELPHIA POLICE DEPARTMENT, PHILADELPHIA REFUGEE MENTAL HEALTH COLLABORATIVE, PHILADELPHIA REENTRY COALITION, PHILADELPHIA SCHOOL DISTRICT, PROJECT HOME AND STEVEN KLEIN WELLNESS CENTER, REFUGEE HEALTH PARTNERS, SCHOOLS: INDEPENDENCE CHARTER SCHOOL; SOUTHWARK SCHOOL, SOUTHEAST ASIAN MUTUAL ASSISTANCE ASSOCIATIONS COALITION, SELF-HELP AND RESOURCE EXCHANGE, SOUTH PHILADELPHIA AGING COALITION, UNITED COMMUNITIES SOUTHEASTERN PHILADELPHIA, VETERANS MULTI-SERVICES CENTER, JEFFERSON OBSTETRICS AND GYNECOLOGY ASSOCIATES CLINIC, COMPREHENSIVE STROKE CENTER/NEUROSCIENCES, JEFFERSON CANCER PATIENT SERVICES, JEFFERSON CANCER RESEARCH, JEFFERSON CARDIOVASCULAR HEALTH, JEFFERSON CASE MANAGEMENT SOCIAL WORK, JEFFERSON ELDER CARE - OCCUPATIONAL THERAPY, JEFFERSON DIABETES CENTER, JEFFERSON EMERGENCY DEPARTMENT, JEFFERSON FAMILY MEDICINE, JEFFERSON FAMILY MEDICINE GERIATRIC CLINIC, JEFFERSON FAMILY MEDICINE, REFUGEE HEALTH CLINIC, JEFFERSON FAMILY MEDICINE - SOCIAL WORK, JEFFERSON HOSPITALISTS, JEFFERSON MATERNAL ADDICTION TREATMENT EDUCATION & RESEARCH, JEFFERSON METHODIST, MYRNA BRIND CENTER FOR INTEGRATIVE MEDICINE, JEFFERSON OCCUPATIONAL THERAPY, JEFFERSON PASTORAL CARE DEPARTMENT, JEFFERSON PATHWAYS TO HOUSING, JEFFERSON PHARMACY, JEFFERSON PHYSICAL THERAPY, JEFFERSON REHABILITATION PSYCHOLOGIST, JEFFERSON RECREATIONAL THERAPY REHAB, JEFFERSON CARDIOVASCULAR CLINICAL SERVICES, JEFFERSON STUDENT LIFE, DIVERSITY AND INCLUSION, HEALTH PROFESSIONS, TJUH NURSE MAGNET, TJU NURSING AND TJUH NURSING. ROSH - FACILITY REPORTING GROUP B ================================= IN ITS MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") THIS ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY ITS HOSPITAL FACILITY. TO UNDERTAKE THE CHNA, ROSH FORMED A COMMUNITY BENEFIT COMMITTEE ("COMMITTEE"). THE COMMITTEE WAS RESPONSIBLE FOR OVERSEEING AND RECOMMENDING POLICIES AND PROGRAMS TO ENHANCE THE HEALTH STATUS OF COMMUNITIES SERVED BY THE HOSPITAL BASED ON THE RESULTS OF THE CHNA. SPECIFICALLY, THE COMMITTEE WAS CHARGED TO: - OVERSEE THE CONDUCT OF A COMMUNITY HEALTH NEEDS ASSESSMENT AT LEAST EVERY THREE (3) YEARS; - REVIEW, AND RECOMMEND FOR APPROVAL A COMMUNITY BENEFIT PLAN OUTLINING LONG-TERM STRATEGIES BASED ON A COMMUNITY HEALTH NEEDS ASSESSMENT AND OTHER OBJECTIVE SOURCES OF DATA, AND RECOMMEND UPDATES TO SUCH PLAN; - GUIDE AND MONITOR THE PLANNING, DEVELOPMENT, AND IMPLEMENTATION OF PROGRAMS AIMED AT IMPROVING THE HEALTH STATUS OF THE LOCAL COMMUNITY CONSISTENT WITH THE COMMUNITY BENEFIT PLAN; - ESTABLISH CRITERIA FOR PRI |
| SCHEDULE H, PART V, SECTION B; LINE 6A | TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION'S CHNA INCLUDES THREE HOSPITAL CAMPUSES, THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON UNIVERSITY HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL. |
| SCHEDULE H, PART V, SECTION B; LINE 6B | ROSH - FACILITY REPORTING GROUP B ================================= THE ORGANIZATION'S CHNA WAS CONDUCTED BY THE HOSPITAL ORGANIZATION ITSELF. HOWEVER, ROSH AND JEFFERSON HEALTH - NORTHEAST COLLABORATED TO CONDUCT FOCUS GROUPS TOGETHER IN AN EFFORT TO OBTAIN INFORMATION REGARDING THE HEALTH AND SOCIAL CONCERNS WITHIN THE COMMUNITY SERVED. ADDITIONALLY, THE COMMUNITY BENEFIT COMMITTEE OF ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL ("ROSH"), WORKED UNDER THE GUIDANCE OF THE THOMAS JEFFERSON UNIVERSITY HOSPITAL CENTER FOR URBAN HEALTH. ROSH PROFESSIONALS WILL CONTINUE TO COLLABORATE WITH JEFFERSON HEALTH COLLEAGUES IN AN EFFORT TO IMPROVE HEALTH STATUS, IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST PRACTICES WILL BE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. |
| SCHEDULE H, PART V, SECTION B; LINE 7A | TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/ABOUT-US/IN-THE-COMMUNITY/COMMUNITY-HEALTH- NEEDS-ASSESSMENT.HTML ROSH - FACILITY REPORTING GROUP B ================================= THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/COMMUNITY-HEALTH |
| SCHEDULE H, PART V, SECTION B; LINE 10 | TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 10A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION ISSUED A JOINT IMPLEMENTATION STRATEGY FOR EACH OF THE THOMAS JEFFERSON UNIVERSITY HOSPITAL FACILITIES. THIS JOINT IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/ABOUT-US/IN-THE-COMMUNITY/COMMUNITY-HEALTHN EEDS-ASSESSMENT.HTML |
| SCHEDULE H, PART V, SECTION B; LINE 11 | TJUH - FACILITY REPORTING GROUP A ================================= IN AN EFFORT TO ADDRESS THE COMMUNITY HEALTH NEEDS IDENTIFIED IN THE CHNA, RECOMMENDATIONS FOR INITIATIVES WERE INITIALLY PRIORITIZED BASED ON SECONDARY DATA FINDINGS, PRIMARY DATA GATHERED THROUGH INTERNAL AND EXTERNAL KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WITH COMMUNITY RESIDENTS. PARTICIPANTS IN KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE ASKED TO IDENTIFY THE HEALTH NEEDS OF THE COMMUNITY AND WERE THEN ASKED TO IDENTIFY THOSE THEY FELT WERE MOST IMPORTANT TO ADDRESS. THEY WERE ALSO ASKED TO RECOMMEND POTENTIAL INITIATIVES TO ADDRESS THESE NEEDS. THE IDENTIFIED PRIORITY HEALTH NEEDS AND RECOMMENDED INITIATIVES WERE THEN GROUPED INTO THE FOLLOWING DOMAINS: - ACCESS TO CARE; - CHRONIC DISEASE MANAGEMENT; - HEALTH SCREENING AND EARLY DETECTION; - HEALTHY LIFESTYLE BEHAVIORS; AND - SOCIAL AND HEALTHCARE NEEDS OF OLDER ADULTS. THE CENTER FOR URBAN HEALTH PRIORITIZED IDENTIFIED HEALTH NEEDS USING A WEIGHTED SCORING SYSTEM FOR PREDETERMINED PRIORITIZATION CRITERIA. SENIOR MANAGEMENT THEN REVIEWED AND FURTHER PRIORITIZED THE CHNA HEALTH ISSUES/CONCERNS IN RELATIONSHIP TO THE HOSPITALS STRATEGIC PLAN. THE FOLLOWING HEALTH NEEDS/ISSUES WILL BE ADDRESSED: WORKFORCE DEVELOPMENT, HEALTH INSURANCE, LANGUAGE ACCESS, COLON CANCER, WOMENS CANCERS, OBESITY, REGULAR SOURCE OF CARE, HOSPITAL AND ED UTILIZATION, SOCIAL AND HEALTHCARE NEEDS OF OLDER ADULTS, DIABETES, HEART DISEASE, HYPERTENSION AND STROKE. THE IMPLEMENTATION PLAN INCLUDES AN OVERVIEW OF EACH OF THE DOMAINS, AND RELATED PRIORITY HEALTH NEEDS/ISSUES. A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTCOMES, IMPACT MEASURES AND POTENTIAL PARTNERS. THE STRATEGIES/ACTIVITIES RELATED TO SPECIAL POPULATIONS (REFUGEES & IMMIGRANTS, THE HOMELESS, RETURNING CITIZENS, VETERANS, AND LESBIAN, GAY, BI-SEXUAL, TRANSSEXUAL AND QUEER) ARE INTEGRATED THROUGHOUT THE IMPLEMENTATION PLAN AS ARE UNDERLYING ROOT CAUSES THAT IMPACT THE PRIORITY HEALTH NEEDS SUCH AS ACCESS TO HEALTHY FOOD AND SAFE PLACES FOR PHYSICAL ACTIVITY, HEALTH LITERACY, BEHAVIORAL HEALTH ISSUES INCLUDING SUBSTANCE ABUSE, SMOKING, TRANSPORTATION AND HOUSING. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, PENNSYLVANIA, AND PHILADELPHIA HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. THE FOLLOWING SUMMARIZES HOW JEFFERSON IS ADDRESSING THE SIGNIFICANT NEEDS IDENTIFIED IN ITS 2016 CHNA: WORKFORCE DEVELOPMENT --------------------- - DEVELOP WORKFORCE PIPELINES WITH COMMUNITY PARTNERS TO INCREASE AVAILABILITY OF QUALIFIED MINORITY CANDIDATES FOR POSITIONS THROUGHOUT JEFFERSON AND PHILADELPHIA; - PROVIDE CAREER COUNSELING SUPPORT AND EVENTS IN CONJUNCTION WITH COMMUNITY PARTNERS; AND - INCREASE SUCCESSFUL APPLICATION TO JEFFERSON UNIVERSITY OR OTHER HEALTH PROFESSIONAL SCHOOLS/COLLEGES. HEALTH INSURANCE ---------------- - INCREASE ACCESS TO MEDICATIONS THAT MAY NOT BE AFFORDABLE FOR PATIENTS DUE TO INSURANCE STATUS/REQUIREMENTS OF INSURERS AND COPAYS; - INCREASE THE PERCENTAGE OF ADULTS WHO ARE INSURED AND ABLE TO EFFECTIVELY USE THEIR HEALTH INSURANCE; - INCREASE COMMUNITY UNDERSTANDING OF HOW TO USE HEALTH INSURANCE TO REDUCE/ELIMINATE FINANCIAL BURDEN; AND -INCREASE ACCESS TO MENTAL HEALTH COVERAGE. CULTURALLY COMPETENT CARE AND LANGUAGE ACCESS --------------------------------------------- - PROVIDE EASY-TO-UNDERSTAND, CULTURALLY APPROPRIATE VERBAL COMMUNICATION, PRINT MATERIAL, AND MULTIMEDIA MATERIALS IN ENGLISH AND THE LANGUAGES COMMONLY USED BY THE POPULATIONS IN THE SERVICE AREA; - ENHANCE LANGUAGE ASSISTANCE TO INDIVIDUALS WHO HAVE LIMITED ENGLISH PROFICIENCY AND/OR OTHER COMMUNICATION NEEDS TO FACILITATE VERBAL COMMUNICATION AND ENSURE COMMUNICATION NEEDS ARE MET; - EDUCATE AND TRAIN HEALTHCARE WORKFORCE IN CULTURALLY AND LINGUISTICALLY APPROPRIATE POLICIES AND PRACTICES ON AN ONGOING BASIS; AND - EXPLORE OPPORTUNITIES TO IMPROVE PATIENT-PROVIDER COMMUNICATION THROUGH EXPANSION OF CULTURAL COMPETENCE TRAINING FOR HEALTHCARE PROVIDERS RELATED TO SPECIAL POPULATIONS SUCH AS IMMIGRANTS/REFUGEES, LGBT, OLDER ADULTS, INDIVIDUALS WITH MENTAL ILLNESS, RETURNING CITIZENS, PEOPLE WITH MILD COGNITIVE IMPAIRMENT, INDIVIDUALS WITH SUBSTANCE ABUSE, PEOPLE EXPERIENCING TRAUMA AND THE HOMELESSNESS. HOSPITAL AND EMERGENCY DEPARTMENT (ED) UTILIZATION -------------------------------------------------- - REDUCE PREVENTABLE/AVOIDABLE ED UTILIZATION & HOSPITAL READMISSIONS; - INCREASE ACCESS TO MENTAL HEALTH SERVICES; - INCREASE AWARENESS OF FOOD AS MEDICINE AMONG HEALTH CARE PROVIDERS; - PREVENT AND REDUCE THE CONSEQUENCES OF SUBSTANCE USE AND ADDICTIONS THROUGH EDUCATION, POLICY/SYSTEM CHANGES; - INCREASE SUBSTANCE USE SCREENING, BRIEF INTERVENTION AND REFERRAL TO TREATMENT BY HEALTH CARE PROVIDERS; AND - REDUCE TRAFFIC RELATED DEATHS IN PHILADELPHIA TO ZERO. REGULAR SOURCE OF CARE ---------------------- - INCREASE ACCESS TO HEALTH INSURANCE AND SOCIAL SERVICES THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH THAT IMPACT HEALTH, HOSPITAL, AND ED USE; - IMPROVE ACCESS TO PRIMARY CARE SERVICES THAT ARE CULTURALLY AND LINGUISTICALLY APPROPRIATE; - INCREASE ACCESS TO MENTAL HEALTH SERVICES; AND - INCREASE SUBSTANCE USE SCREENING, BRIEF INTERVENTION AND REFERRAL TO TREATMENT BY HEALTH CARE PROVIDERS. CHRONIC DISEASE PREVENTION AND MANAGEMENT ----------------------------------------- - INCREASE AWARENESS OF PROGRAMS AND SERVICES THAT SUPPORT HEALTHY EATING AND PHYSICAL ACTIVITY; - INCREASE AWARENESS OF THE IMPORTANCE OF BEING PHYSICALLY ACTIVE AND OPPORTUNITIES TO ENGAGE IN PHYSICAL ACTIVITY; - INCREASE THE PERCENTAGE OF CHILDREN AND ADULTS WHO MEET THE NATIONAL GUIDELINES FOR DAILY CONSUMPTION OF FRUIT AND VEGETABLES; - INCREASE ACCESS TO HEALTHY AFFORDABLE FOOD; - RAISE AWARENESS OF "FOOD AS MEDICINE" AMONG HEALTH CARE PROVIDERS; AND - INCREASE THE PERCENTAGE OF CHILDREN AND ADULTS THAT MEET THE NATIONAL GUIDELINES FOR PHYSICAL ACTIVITY. HEART DISEASE, HYPERTENSION, STROKE AND DIABETES ------------------------------------------------ - IMPROVE ABILITY OF EMS PERSONNEL TO RAPIDLY IDENTIFY SIGNS AND SYMPTOMS OF STROKE AND TREATMENT FOR EMERGENT LARGE VESSEL OCCLUSION (ELVO STROKE); - INCREASE AWARENESS OF PROGRAMS AND SERVICES THAT SUPPORT HEALTHY EATING AND PHYSICAL ACTIVITY AND CHRONIC DISEASE MANAGEMENT; - RAISE AWARENESS ABOUT CHRONIC DISEASE RISK FACTORS AND HEALTHY LIFESTYLES; - IMPROVE ABILITY OF INDIVIDUALS TO MANAGE CHRONIC DISEASE; AND - ADVOCATE FOR SYSTEM AND POLICY CHANGES THAT SUPPORT CHRONIC DISEASE PREVENTION. PREVENTIVE CARE AND EARLY DETECTION OF DISEASE ---------------------------------------------- - INCREASE PUBLIC AWARENESS ABOUT COLORECTAL CANCER PREVENTION AND THE IMPORTANCE OF EARLY DETECTION; - INCREASE COLON CANCER SCREENING RATES; AND - INCREASE COLONOSCOPIES IN THE TARGETED AREAS. BREAST AND CERVICAL CANCER -------------------------- - INCREASE PUBLIC AWARENESS ABOUT BREAST AND CERVICAL CANCER PREVENTION AND THE IMPORTANCE OF EARLY DETECTION. SOCIAL AND HEALTH CARE NEEDS OF OLDER ADULTS -------------------------------------------- - IMPROVE THE HEALTH, FUNCTION, AND QUALITY OF LIFE OF OLDER ADULTS SO THEY ARE ABLE TO LIVE IN THEIR OWN HOME AND COMMUNITY SAFELY, INDEPENDENTLY AND COMFORTABLY, REGARDLESS OF AGE, INCOME, OR ABILITY LEVEL (HEALTHY PEOPLE 2020); AND - DEVELOP A COMPREHENSIVE HEALTH PROMOTION AND WELLNESS PROGRAM FOR OLDER ADULTS, THEIR CAREGIVERS AND THE COMMUNITY THAT PROMOTES AND FACILITATES ACCESS TO HEALTH CARE RESOURCES FOR OLDER ADULTS, ENHANCES THE PUBLIC PERCEPTION OF AGING AND PROVIDES OPPORTUNITIES TO EDUCATE FUTURE HEALTH CARE PROVIDERS. WHILE IMPORTANT, OTHER IDENTIFIED HEALTH ISSUES/NEEDS (HIV, HOUSING, COMMUNITY SAFETY, ALCOHOL AND SUBSTANCE USE, BEHAVIORAL HEALTH, MATERNAL CHILD HEALTH, ACCESS TO SAFE PLACES FOR PLAY, TRANSPORTATION, AND ACCESS TO HEALTHY FOODS) WILL NOT BE ADDRESSED SPECIFICALLY OR COMPREHENSIVELY IN THE COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP), BUT THIS DOES NOT MEAN THAT PROGRAMS IN PLACE WILL NOT CONTINUE. THESE ADDITIONAL HEALTH ISSUES WILL BE CONSIDERED BASED ON EXISTING, OR NEW RELATIONSHIPS & COLLABORATIONS; FUNDING OPPORTUNITIES; REGIONAL OR LOCAL PUBLIC HEALTH PRIORITIES AND IDENTIFIED INNOVATIVE PROJECTS/PROGRAMS. MANY OF THESE HEALTH ISSUES/NEEDS ARE UNDERLYING ROOT CAUSES OR BEHAVIORS THAT IMPACT THE PRIORITY HEALTH ISSUES ABOVE AND ARE INTEGRATED THROUGHOUT THE CHIP. FOR EXAMPLE, ACCESS TO HEALTHY FOOD HAS BEEN AND WILL CONTINUE TO BE A STRATEGY WE USE TO COMBAT CHRONIC DISEASE PREVENTION AND MANAGEMENT AND OBESITY (DIABETES, OBESITY AND HEART DISEASE). WE HAVE ALSO |
| SCHEDULE H, PART V, SECTION B; LINE 16 | TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/PATIENTS-AND-VISITORS/PATIENT-POLICIES/FINA NCIAL-ASSISTANCE.HTML ROSH - FACILITY REPORTING GROUP B ================================= DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PHYCARE - FACILITY REPORTING GROUP C ==================================== DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML |
| SCHEDULE H, PART V, SECTION B; LINE 21 | ROSH - FACILITY REPORTING GROUP B ================================= ROSH IS A SPECIALTY HOSPITAL FACILITY AND DOES NOT HAVE A DEDICATED EMERGENCY DEPARTMENT, NOR DOES IT HAVE SPECIALIZED CAPABILITIES THAT WOULD MAKE IT APPROPRIATE TO ACCEPT TRANSFERS OF INDIVIDUALS WHO NEED STABILIZING TREATMENT FOR AN EMERGENCY MEDICAL CONDITION. HOWEVER, ROSH HAS ESTABLISHED A WRITTEN EMERGENCY MEDICAL CARE POLICY THAT ADDRESSES HOW IT APPRAISES EMERGENCIES, PROVIDES INITIAL TREATMENT, AND REFERS OR TRANSFERS AN INDIVIDUAL TO ANOTHER FACILITY, WHEN APPROPRIATE, IN A MANNER THAT COMPLIES WITH THE FEDERAL EMERGENCY MEDICAL TREATMENT AND LABOR ACT ("EMTALA") REGULATIONS. ADDITIONALLY, PATIENTS SEEKING EMERGENCY CARE AT ROSH ARE NOT SUBJECT TO FINANCIAL SCREENING PRIOR TO RECEIVING CARE. PATIENTS WILL NOT BE SUBJECT TO DEBT COLLECTION ACTIVITIES THAT WOULD INTERFERE WITH EMERGENCY MEDICAL CARE. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL OR IMMIGRATION STATUS, SEXUAL ORIENTATION, OR RELIGIOUS AFFILIATION. ROSH SHALL OPERATE IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL REQUIREMENTS FOR THE PROVISION OF HEALTH SERVICES, INCLUDING SCREENING AND TRANSFER REQUIREMENTS UNDER EMTALA. |
| SCHEDULE H, PART V, SECTION B; LINE 22 | PHYCARE - FACILITY REPORTING GROUP C ==================================== ACCORDING TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, PATIENTS WHO ARE UNINSURED OR UNDERINSURED FOR A MEDICALLY NECESSARY SERVICE, OR WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOME LESS THAN 200% OF THE FEDERAL POVERTY GUIDELINES ARE ELIGIBLE FOR 100% CHARITY CARE (FINANCIAL ASSISTANCE). SINCE THE ORGANIZATION PROVIDES FULL FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY, FAP-ELIGIBLE INDIVIDUALS RECEIVE A FULL WRITE-OFF. BECAUSE THE ORGANIZATION ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, THE ORGANIZATION DOES NOT CALCULATE AMOUNTS GENERALLY BILLED. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 43 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (43 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| BRIND-MARCUS CENTER OF INTEGRATIVE MED | ||||
| 789 EAST LANCASTER AVENUE | VILLANOVA | PA | 19085 | OUTPATIENT SERVICES - INTEGRATIVE MEDICINE |
| HYPERBARIC AT METHODIST | ||||
| 1301 WOLF STREET 1ST FLOOR | PHILADELPHIA | PA | 19147 | OUTPATIENT SERVICES - OXEGYN THERAPY |
| INFUSION CENTER | ||||
| 925 CHESTNUT STREET 2ND FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - INFUSION SERVICES |
| INFUSION CENTER AT METHODIST | ||||
| 1301 WOLF STREET | PHILADELPHIA | PA | 19147 | OUTPATIENT SERVICES - INFUSION SERVICES |
| INFUSION CENTER FOR RHEUMATOLGY | ||||
| 211 S 9TH STREET | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - RHEUMATOLOGY |
| JEFF FIT AT THE NAVY YARD (REHAB) | ||||
| 4050 SOUTH 26TH STREET SUITE 140 | PHILADELPHIA | PA | 19112 | OUTPATIENT SERVICES - REHABILITATION |
| JEFFERSON CARDIAC IMAGING | ||||
| 925 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - IMAGING |
| JEFFERSON CARDIOLOGY | ||||
| 925 CHESTNUT STREET MEZZANINE | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - CARDIAC & VASCULAR SERVICES |
| JEFFERSON ENDOCRINOLOGY | ||||
| 211 S 9TH STREET WALNUT TOWERS ST | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - ENDOCRINOLOGY SERVICES |
| JEFFERSON FAMILY MEDICINE | ||||
| 833 CHESTNUT STREET SUITE 300 | PHILADELPHIA | PA | 19107 | FAMILY MEDICINE |
| JEFFERSON GASTROENTEROLOGYHEPATOLOGY | ||||
| 1300 WOLF STREET 1ST FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY |
| JEFFERSON GASTROENTEROLOGYHEPATOLOGY | ||||
| 132 SOUTH 10TH STREET 4TH 5TH FL | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY |
| JEFFERSON HEARING AND BALANCING CENTER | ||||
| 925 CHESTNUT STREET 6TH FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - HEARING & BALANCE SERVICES |
| JEFFERSON HEMATOLOGY | ||||
| 1015 CHESTNUT STREET SUITE 132 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - HEMATOLOGY SERVICES |
| JEFFERSON HOSPITAL AMBULATORY PRACTICE | ||||
| 833 CHESTNUT STREET SUITE 220 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - AMBULATORY SERVICES |
| JEFFERSON IMAGING CENTER | ||||
| 909 WALNUT STREET 1ST FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - IMAGING |
| JEFFERSON INTERNAL MEDICINE | ||||
| 833 CHESTNUT STREET SUITE 701 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - INTERNAL MEDICINE |
| JEFFERSON MEDICAL ONCOLOGY | ||||
| 1300 WOLF STREET 3RD FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - ONCOLOGY SERVICES |
| JEFFERSON MEDICAL ONCOLOGY | ||||
| 925 CHESTNUT STREET 3RD 4TH FLOO | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - ONCOLOGY SERVICES |
| JEFFERSON METHODIST CARDIAC REHAB | ||||
| 2422-24 SOUTH BROAD STREET | PHILADELPHIA | PA | 19145 | OUTPATIENT SERVICES - PHYSICIAN THERAPY & CARDIAC |
| JEFFERSON NEPHROLOGY | ||||
| 833 CHESTNUT STREET SUITE 700 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - NEPHROLOGY SERVICES |
| JEFFERSON NEUROLOGYNEUROSURGERY | ||||
| 909 WALNUT STREET 2ND FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - NEUROLOGY SERVICES |
| JEFFERSON OBGYN | ||||
| 833 CHESTNUT STREET 1ST FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - WOMEN'S HEALTH SERVICES |
| JEFFERSON OUTPATIENT PEDIATRIC REHAB CTR | ||||
| 833 CHESTNUT STREET 2ND FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| JEFFERSON OUTPATIENT REHAB MEDICINE | ||||
| 25 S 9TH STREET | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - PHYSICAL THERAPY |
| JEFFERSON PULMONARY | ||||
| 834 WALNUT STREET SUITE 620 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - PULMONARY SERVICES |
| JEFFERSON RADIATION THERAPY RIDDLE HOSP | ||||
| 1078 WEST BALTIMORE PIKE SUITE 2 | MEDIA | PA | 19063 | OUTPATIENT SERVICES - RADIATION SERVICES |
| JEFFERSON RHEUMATOLOGY | ||||
| 211 S 9TH STREET WALNUT TOWERS ST | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - RHEUMATOLOGY SERVICES |
| JEFFERSON SURGICAL CENTER | ||||
| 1100 WALNUT STREET 2ND FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - SURGICAL SERVICES |
| JEFFERSON UROLOGY | ||||
| 833 CHESTNUT STREET SUITE 703 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - UROLOGY SERVICES |
| JEFFERSON WEINBERG ALS CLINIC | ||||
| 909 WALNUT STREET 2ND FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - VARIOUS |
| JEFFERSON-HONICKMAN BREAST IMAGING CTR | ||||
| 1100 WALNUT STREET 3RD AND 4TH FLO | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - IMAGING |
| JEFFFIT ART MUSEUM | ||||
| 2120 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | OUTPATIENT SERVICES - VARIOUS |
| MYRNA BRIND CENTER OF INTEGRATIVE MED | ||||
| 925 CHESTNUT STREET 1ST FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - INTEGRATIVE MEDICINE |
| NICOLETTI KIDNEY TRANSPLANT CENTER | ||||
| 833 CHESTNUT STREET SUITE 138 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - KIDNEY SERVICES |
| PATIENT TESTING CENTER | ||||
| 925 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - LABORATORY |
| PHLEBOTOMY OP STATION | ||||
| 833 CHESTNUT STREET 2ND FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - LABORATORY |
| PHOTOPHERESIS | ||||
| 925 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES |
| PULMONARY FUNCTION LABORATORY | ||||
| 834 WALNUT STREET SUITE 650 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - LABORATORY |
| SLEEP DISORDER CENTER | ||||
| 211 S 9TH STREET 5TH FLOOR | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - EVALUATION & TREATMENT OF SLEEP DISORDERS |
| STEPHEN KLEIN WELLNESS CENTER | ||||
| 2144 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19121 | OUTPATIENT SERVICES - WELLNESS SERVICES |
| ULTRASOUND | ||||
| 909 WALNUT STREET BASEMENT | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - IMAGING |
| URODYNAMICS TESTING | ||||
| 833 CHESTNUT STREET SUITE 703 | PHILADELPHIA | PA | 19107 | OUTPATIENT SERVICES - IMAGING |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 3C | TJUH - FACILITY REPORTING GROUP A ================================= IT IS THE POLICY OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF FINANCIAL ASSISTANCE ("CHARITY CARE") AND PARTIAL CHARITY CARE TO PATIENTS RESIDING IN ITS LOCAL SERVICE AREA WHO REQUIRE EMERGENCY AND MEDICALLY NECESSARY CARE AND WHO ARE INELIGIBLE FOR MEDICAID; HAVE EXHAUSTED OR LIMITED INSURANCE BENEFITS; AND MEET HOUSEHOLD INCOME AND ASSET CRITERIA OR MEDICAL INDIGENCE STANDARDS AS SET FORTH IN THEIR FINANCIAL ASSISTANCE POLICY. TJUH CONSIDERS EACH PATIENTS ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY MEDICAL CARE, AND EXTENDS CHARITY CARE OR PARTIAL CHARITY CARE TO ELIGIBLE PATIENTS RESIDING IN ITS LOCAL SERVICE AREAS WHO ARE UNABLE TO PAY FOR THEIR CARE. THE ORGANIZATION'S FAP SETS FORTH THE ELIGIBILITY PROCEDURES FOR CHARITY CARE AND PARTIAL CHARITY CARE IN COMPLIANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. IN ACCORDANCE WITH THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY, TJUH SHALL ADHERE TO AN ESTABLISHED METHODOLOGY TO DETERMINE ELIGIBILITY FOR CHARITY CARE AND PARTIAL CHARITY CARE. THE METHODOLOGY SHALL CONSIDER WHETHER HEALTHCARE SERVICES MEET MEDICAL NECESSITY CRITERIA, AS WELL AS INCOME, FAMILY SIZE, AND RESOURCES AVAILABLE TO PAY FOR CARE. ALL AVAILABLE FINANCIAL RESOURCES ARE EVALUATED BEFORE A DETERMINATION REGARDING CHARITY CARE OR PARTIAL CHARITY CARE IS MADE. TJUH CONSIDERS THE FINANCIAL RESOURCES OF THE PATIENT, AS WELL AS OTHER PERSONS HAVING LEGAL RESPONSIBILITY TO PROVIDE FOR THE PATIENT (E.G. PARENT OF A MINOR, SPOUSE). THE PATIENT/GUARANTOR SHALL BE REQUIRED TO PROVIDE INFORMATION SUFFICIENT FOR TJUH TO DETERMINE WHETHER HE OR SHE IS ELIGIBLE FOR BENEFITS AVAILABLE FROM INSURANCE, MEDICARE, MEDICAID, WORKERS' COMPENSATION, THIRD PARTY LIABILITY, AND OTHER FEDERAL, STATE, OR LOCAL PROGRAMS. IF IN THE COURSE OF EVALUATING THE PATIENTS FINANCIAL CIRCUMSTANCES IT IS DETERMINED BY TJUH THAT THE PATIENT MAY QUALIFY FOR FEDERAL, STATE, OR LOCAL PROGRAMS OR INSURANCE COVERAGE, FINANCIAL COUNSELING WILL BE PROVIDED TO ASSIST PATIENTS IN APPLYING FOR AVAILABLE COVERAGE. CHARITY CARE AND PARTIAL CHARITY CARE WILL BE DENIED TO PATIENTS OR GUARANTORS WHO DO NOT COOPERATE FULLY IN APPLYING FOR AVAILABLE COVERAGE. PATIENTS WITH HEALTHCARE REINSURANCE OR MEDICAL SAVINGS ACCOUNTS ARE INSURED FOR PURPOSES OF THIS POLICY, AND THE AMOUNT ON DEPOSIT WILL BE CONSIDERED AS AN AVAILABLE RESOURCE TOWARD PAYMENT FOR MEDICALLY NECESSARY SERVICES. ELIGIBILITY FOR PARTIAL CHARITY CARE SHALL BE DETERMINED BASED ON 200% -400% OF THE FEDERAL POVERTY LEVEL GUIDELINES AS PUBLISHED ANNUALLY IN THE FEDERAL REGISTER, AS WELL AS CONSIDERATION OF AVAILABLE ASSETS AND ANY EXTENUATING CIRCUMSTANCES. TJUH SHALL MAKE A DECISION ABOUT A PATIENT/GUARANTORS MEDICAL INDIGENCE BY REVIEWING RELEVANT DOCUMENTATION CONCERNING ANY CIRCUMSTANCE WHICH WOULD DEMONSTRATE THAT A PATIENT SHOULD BE CONSIDERED ELIGIBLE FOR A CHARITY CARE OR PARTIAL CHARITY CARE ON THE BASIS OF MEDICAL INDIGENCE. THE TJUH VICE PRESIDENT, REVENUE CYCLE AND SENIOR VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER SHALL MEET AS NEEDED TO EVALUATE INFORMATION RELATED TO PATIENT ACCOUNTS THAT DO NOT CLEARLY QUALIFY UNDER CHARITY CARE OR PARTIAL CHARITY CARE ELIGIBILITY CRITERIA TO DETERMINE WHETHER CHARITY CARE OR PARTIAL CHARITY CARE IS APPROPRIATE UNDER THE CIRCUMSTANCES. THE TYPES OF PATIENT ACCOUNTS TO BE REVIEWED SHALL INCLUDE, BUT NOT BE LIMITED TO MEDICALLY INDIGENT PATIENTS; PATIENTS WHO DO NOT RESIDE IN THE LOCAL SERVICE AREAS AND PATIENTS WHO HAVE SUBSTANTIAL NON-LIQUID ASSETS. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH ITS FINANCIAL ASSISTANCE POLICY ("FAP"), ROSH IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY HEALTHCARE SERVICES, TO PATIENTS WHO ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR GOVERNMENT ASSISTANCE OR ARE OTHERWISE UNABLE TO PAY FOR SERVICES BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THE ORGANIZATIONS FAP OUTLINES ITS FINANCIAL ASSISTANCE POLICIES, PRACTICES AND PROCEDURES. THIS POLICY INCLUDES ALL NECESSARY INFORMATION IN COMPLIANCE WITH INTERNAL REVENUE CODE ("IRC") SECTION 501(R), AS WELL AS APPLICABLE FEDERAL, STATE AND LOCAL LAW. ROSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY HEALTHCARE SERVICES AND OFFERS FINANCIAL ASSISTANCE TO PATIENTS RESIDING IN ITS PRIMARY SERVICE AREA, WHO MEET THE ELIGIBILITY CRITERIA DESCRIBED HEREIN. ROSH ALSO, IN LIMITED CIRCUMSTANCES PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS AS SET FORTH IN ITS FAP. PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF FPG ARE ELIGIBLE FOR 100% FINANCIAL ASSISTANCE COVERAGE. THE FPG ARE ISSUED ANNUALLY IN THE FEDERAL REGISTER BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. EACH PATIENT APPLYING FOR FINANCIAL ASSISTANCE MUST MAKE A GOOD FAITH EFFORT, AS DETERMINED BY THE HOSPITAL FACILITY, TO OBTAIN COVERAGE FROM AVAILABLE PUBLIC ASSISTANCE PROGRAMS SUCH AS: - MEDICARE - MEDICAID - VOCATIONAL REHABILITATION - VICTIMS OF CRIME - CHILDREN SPECIAL SERVICES - CHURCH PROGRAM A PATIENT WHO REFUSES TO APPLY OR FOLLOW THROUGH WITH APPLICATIONS FOR OTHER ASSISTANCE WILL NOT BE ELIGIBLE FOR FINANCIAL ASSISTANCE. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYSICIAN CARE SURGICAL HOSPITAL ("PCSH") PROVIDES FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE TO PATIENTS RESIDING IN ITS LOCAL SERVICE AREA WHO REQUIRE EMERGENCY AND MEDICALLY NECESSARY CARE AND WHO HAVE EXHAUSTED OR LIMITED INSURANCE BENEFITS; AND MEET HOUSEHOLD INCOME STANDARDS AS DEFINED IN ITS FINANCIAL ASSISTANCE POLICY ("FAP"). PCSH ALSO, IN LIMITED CIRCUMSTANCES, PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS. PCSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY MEDICAL CARE, AND EXTENDS CHARITY CARE TO ELIGIBLE PATIENTS RESIDING IN ITS LOCAL SERVICE AREAS WHO ARE UNABLE TO PAY FOR THEIR CARE. THE ORGANIZATIONS FAP SETS FORTH THE ELIGIBILITY PROCEDURES FOR CHARITY CARE IN COMPLIANCE WITH APPLICABLE FEDERAL, STATE, AND LOCAL LAW. THE ORGANIZATION OFFERS PATIENTS FINANCIAL ASSISTANCE FOR THOSE WHO ARE UNINSURED OR UNDERINSURED, WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOMES NOT IN EXCESS OF 200% OF THE FEDERAL POVERTY GUIDELINES. THESE INDIVIDUALS ARE ELIGIBLE FOR CHARITY CARE (100% FREE MEDICAL CARE). PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF THE MOST CURRENT POVERTY INCOME GUIDELINES ISSUED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES WILL QUALIFY FOR FULL CHARITY CARE AFTER VERIFICATION OF EMPLOYMENT. BECAUSE PCSH ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, PCSH DOES NOT CALCULATE AMOUNTS GENERALLY BILLED (AGB). IF SEEKING MEDICAL INDIGENCE, A PATIENT MUST COMPLETE A FINANCIAL AID APPLICATION AND PROVIDE INFORMATION ON INCOME AND ASSETS AS REQUESTED. IN THE CASE OF PATIENTS WHO ARE FACED WITH CATASTROPHICALLY LARGE MEDICAL BILLS, THE CEO MAY MAKE A DISCRETIONARY RECOMMENDATION THAT THE PATIENT IS MEDICALLY INDIGENT AND THUS IS ELIGIBLE FOR CHARITY CARE. THIS DETERMINATION WILL BE MADE ON A CASE-BY-CASE BASIS AND WILL REQUIRE VERIFICATION OF ALL MEDICAL EXPENSES. |
| SCHEDULE H, PART I, LINE 6A | NOT APPLICABLE. |
| SCHEDULE H, PART I, LINE 7 | SUBSIDIZED HEALTH SERVICES INCLUDED WITHIN SCHEDULE H, PART I, LINE 7 FOR THE ORGANIZATION INCLUDES EMERGENCY DEPARTMENT, FAMILY MEDICINE AND TRAUMA SERVICES. THESE HEALTHCARE SERVICES ARE PROVIDED TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. |
| SCHEDULE H, PART II | THE ORGANIZATIONS COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON IMPROVING THE COMMUNITYS HEALTH AND SAFETY BY ADDRESSING POVERTY, HOMELESSNESS, WORKFORCE DEVELOPMENT, COMMUNITY SUPPORT, COALITION BUILDING, AND THE HEALTH AND WELLBEING OF OLDER ADULTS. TJUH COLLABORATES WITH COMMUNITY ORGANIZATIONS TO ADVANCE NEIGHBORHOOD IMPROVEMENT AND REVITALIZATION PROJECTS, MENTORING AND PIPELINE PROGRAMS FOR YOUTH AND COMMUNITY MEMBERS, HEALTH LITERACY TRAINING, COALITION BUILDING, AND VARIOUS HEALTH IMPROVEMENT TASK FORCES. THE HOSPITAL PARTNERS WITH COALITIONS THAT ADDRESS DRUG AND ALCOHOL PREVENTION, REFUGEE AND IMMIGRANT HEALTH AND SOCIAL ISSUES, AGING IN PLACE, RETURNING CITIZENS, AND HEALTHY COMMUNITY ISSUES THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH INCLUDING NUTRITION, FOOD SECURITY, SMOKING CESSATION, PHYSICAL ACTIVITY, HOUSING AND SHARED DATA. TJUH WAS INVOLVED WITH PROVIDING HEALTH EDUCATION AND WORKFORCE DEVELOPMENT WITH LOCAL MIDDLE AND HIGH SCHOOLS. IN ADDITION, THE HOSPITAL DONATES FUNDS TO ORGANIZATIONS THAT ADVANCE THESE EFFORTS. |
| SCHEDULE H, PART III, LINES 2, 3 & 4 | BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS FINANCIAL STATEMENTS. THE ORGANIZATION AND ITS AFFILIATES PREPARE AND ISSUE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM'S ALLOWANCE FOR DOUBTFUL ACCOUNTS (BAD DEBT EXPENSE) METHODOLOGY AND FINANCIAL ASSISTANCE POLICIES ARE CONSISTENTLY APPLIED ACROSS ALL HOSPITAL AFFILIATES. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS AFFILIATES. CHARITABLE MEDICAL CARE PROVIDED -------------------------------- TJU PROVIDES MEDICALLY NECESSARY SERVICES TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON POLICIES ESTABLISHED BY TJU AND ARE THEREFORE NOT RESPONSIBLE FOR PAYMENT FOR ALL OR A PART OF THEIR HEALTHCARE SERVICES. THESE POLICIES ALLOW FOR THE PROVISION OF FREE OR DISCOUNTED CARE IN CIRCUMSTANCES WHERE REQUIRING PAYMENT WOULD IMPOSE FINANCIAL HARDSHIP ON THE PATIENT. CHARGES FOR SERVICES RENDERED TO PATIENTS WHO MEET TJUS GUIDELINES FOR CHARITY CARE ARE NOT SEPARATELY RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. TJU MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE PROVIDED. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. MANAGEMENT ESTIMATES THAT THE COST OF CHARITY CARE PROVIDED BY TJU WAS $36.9 MILLION AND $28.6 MILLION FOR THE YEARS ENDED JUNE 30, 2018 AND 2017, RESPECTIVELY. THESE AMOUNTS ARE NOT INCLUDED IN THE PROVISION FOR BAD DEBTS OF $132.8 MILLION AND $124.8 MILLION IN 2018 AND 2017, RESPECTIVELY, WHICH ARE REFLECTED AS DEDUCTIONS IN NET PATIENT SERVICE REVENUE. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COSTS TO CHARGES TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON THE TJU TOTAL EXPENSES DIVIDED BY GROSS PATIENT SERVICE REVENUE. NET PATIENT SERVICE REVENUE --------------------------- NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYERS AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS UNDER REIMBURSEMENT AGREEMENTS WITH THIRD-PARTY PAYERS. RETROACTIVE ADJUSTMENTS ARE CONSIDERED IN THE RECOGNITION OF REVENUE ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ARE ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. REVENUE FROM THE MEDICARE AND MEDICAID FEE-FOR-SERVICE PROGRAMS ACCOUNTED FOR APPROXIMATELY 33.3% AND 8.8%, RESPECTIVELY, AND 34.4% AND 6.5%, RESPECTIVELY OF NET PATIENT SERVICE REVENUE IN 2018 AND 2017, RESPECTIVELY. MOST PAYMENTS TO TJU FROM THE MEDICARE AND PENNSYLVANIA MEDICAID PROGRAMS FOR INPATIENT HOSPITAL SERVICES ARE MADE ON A PROSPECTIVE BASIS. UNDER THESE PROGRAMS, PAYMENTS ARE MADE AT A PRE-DETERMINED SPECIFIC RATE FOR EACH DISCHARGE BASED ON A PATIENTS DIAGNOSIS. ADDITIONAL PAYMENTS ARE MADE TO TJU TEACHING AND DISPROPORTIONATE SHARE HOSPITALS, AS WELL AS FOR CASES THAT HAVE UNUSUALLY HIGH COSTS. LAWS GOVERNING THE MEDICARE AND MEDICAID PROGRAMS ARE COMPLEX AND SUBJECT TO INTERPRETATION. SERVICES BILLED TO THE MEDICARE PROGRAM ARE SUBJECT TO EXTERNAL REVIEW FOR BOTH MEDICAL NECESSITY AND BILLING COMPLIANCE. MEDICARE COST REPORTS FOR ALL YEARS, EXCEPT 2011, 2015, 2016, 2017 AND 2018 HAVE BEEN AUDITED AND FINAL SETTLED AS OF JUNE 30, 2018. NO SIGNIFICANT ADJUSTMENTS ARE EXPECTED. IN ADDITION, TJU RECEIVED FUNDS FROM THE PHILADELPHIA HOSPITAL ASSESSMENT PROGRAM AND THE MEDICAL ASSISTANCE MODERNIZATION ACT-QUALITY CARE ASSESSMENT PROGRAM IN THE AMOUNT OF $125.7 MILLION AND $125.3 MILLION IN 2018 AND 2017, RESPECTIVELY, AND ARE RECORDED IN NET PATIENT SERVICE REVENUE. TJU PAID TAXES IN RESPECT TO THESE PROGRAMS AMOUNTING TO $96.1 MILLION AND $95.3 MILLION IN 2018 AND 2017, RESPECTIVELY, AND ARE RECORDED IN OTHER OPERATING EXPENSES. BOTH PROGRAMS WERE DESIGNED TO PROVIDE SUPPLEMENTAL FUNDING FOR LICENSED ACUTE CARE HOSPITALS WITH THE PHILADELPHIA HOSPITAL ASSESSMENT PROGRAM SPECIFICALLY DESIGNATED FOR HOSPITAL EMERGENCY SERVICES. TJU HAS ALSO ENTERED INTO AGREEMENTS WITH CERTAIN COMMERCIAL INSURANCE CARRIERS, HEALTH MAINTENANCE ORGANIZATIONS AND PREFERRED PROVIDER ORGANIZATIONS. THE BASIS FOR PAYMENT TO TJU UNDER THESE AGREEMENTS INCLUDES PROSPECTIVELY DETERMINED RATES PER DISCHARGE, DISCOUNTS FROM ESTABLISHED CHARGES, PROSPECTIVELY DETERMINED DAILY RATES AND CAPITATED RATES. REVENUE FROM BLUE CROSS AND AETNA USHC AMOUNTED TO 21.0% AND 11.7%, RESPECTIVELY, AND 22.1% AND 10.5%, RESPECTIVELY, OF TJUS NET PATIENT SERVICE REVENUE IN 2018 AND 2017, RESPECTIVELY. |
| SCHEDULE H, PART III, LINE 8 | MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS |
| SCHEDULE H, PART III, LINE 9B | TJUH - FACILITY REPORTING GROUP A ================================= THE COLLECTION POLICY OF TJUH CONTAINS DETAILED GUIDELINES FOR PATIENTS ELIGIBLE FOR CHARITY CARE. THIS INCLUDES A PROCESS TO DETERMINE PATIENT ELIGIBILITY FOR CHARITY CARE PRIOR TO THE PROVISION OF CARE OR AS SOON AS POSSIBLE THEREAFTER. IF IT IS DETERMINED THAT A PATIENT QUALIFIES FOR PARTIAL CHARITY CARE, THE POLICY REQUIRES THAT THE PATIENT AND TJUH AGREE IN WRITING AS TO THE AMOUNT DUE AFTER APPLYING THE APPROPRIATE CHARITY CARE DISCOUNT, AND THAT TJUH NEGOTIATE AND AGREE UPON A REASONABLE PAYMENT SCHEDULE WITH THE PATIENT. TJUH ALSO EVALUATES THE ONGOING ABILITY OF THE PATIENT TO PAY THE AMOUNT DUE BEFORE ADDITIONAL COLLECTION ACTIONS ARE TAKEN. THE ORGANIZATION DOES NOT ENGAGE IN ANY ACTIONS THAT DISCOURAGE INDIVIDUALS FROM SEEKING EMERGENCY MEDICAL CARE. THE ORGANIZATION WILL NEVER DEMAND THAT AN EMERGENCY DEPARTMENT PATIENT PAY BEFORE RECEIVING TREATMENT FOR EMERGENCY MEDICAL CONDITIONS. ADDITIONALLY, DEBT COLLECTION ACTIVITIES ARE NOT PERMITTED IN THE EMERGENCY DEPARTMENT OR OTHER AREAS WHERE SUCH ACTIVITIES COULD INTERFERE WITH THE PROVISION OF EMERGENCY CARE ON A NONDISCRIMINATORY BASIS. ALL MEDICALLY NECESSARY HOSPITAL SERVICES ARE PROVIDED WITHOUT CONSIDERATION OF ABILITY TO PAY AND ARE NOT DELAYED PENDING APPLICATION OR APPROVAL OF MEDICAL ASSISTANCE OR FINANCIAL ASSISTANCE. THE ORGANIZATION DOES NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS AGAINST AN INDIVIDUAL TO OBTAIN PAYMENT FOR CARE BEFORE MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THE INDIVIDUAL QUALIFIES FOR FINANCIAL ASSISTANCE. IF A BILL IS OUTSTANDING 120 DAYS OR MORE, TJUH MAY SEND THE ACCOUNT TO A COLLECTIONS AGENCY TO BE COLLECTED ON. WHILE IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE WILL BE ACCEPTED AT ANY TIME. ONCE AN APPLICATION IS RECEIVED, COLLECTIONS WILL BE PLACED ON HOLD AND THE PROCEDURES REGARDING INCOMPLETE APPLICATIONS AND DENIALS AS SET FORTH ABOVE WILL APPLY. IF A BILL IS STILL OUTSTANDING AFTER 240 DAYS, TJUH MAY (1) COMMENCE A CIVIL ACTION AGAINST THE PATIENT; OR (2) PLACE A LIEN ON AN INDIVIDUALS PROPERTY. PRIOR TO EITHER OF THESE ACTIONS BEING INITIATED, TJUH WILL ENGAGE IN REASONABLE EFFORTS TO DETERMINE WHETHER THE INDIVIDUAL IS ELIGIBLE FOR ASSISTANCE UNDER THE FAP. TJUH WILL, 30 DAYS PRIOR TO THE COMMENCEMENT OF AN ECA: 1) PROVIDE A NOTICE TO THE PATIENT WHICH, INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO ARE ELIGIBLE AND IDENTIFIES THE ACTION TJUH INTENDS TO TAKE AND THE DATE TJUH WILL TAKE SUCH ACTION; 2) PROVIDE A COPY OF THE PLS AND THE FAP APPLICATION; AND 3) ATTEMPT TO CONTACT THE PATIENT AND ORALLY NOTIFY THEM OF THE OUTSTANDING DEBT AND THE EXISTENCE OF THE FINANCIAL ASSISTANCE POLICY. PRIOR TO COMMENCING A CIVIL ACTION OR PLACING A LIEN ON AN INDIVIDUALS PROPERTY, THE BUSINESS SERVICES DEPARTMENT WILL CERTIFY THAT REASONABLE EFFORTS HAVE BEEN MADE TO NOTIFY THE INDIVIDUAL OF THE FINANCIAL ASSISTANCE POLICY. ROSH - FACILITY REPORTING GROUP B ================================= ONCE A PATIENTS CLAIM IS PROCESSED BY THEIR INSURANCE, ROSH WILL SEND THE PATIENT A BILL INDICATING THE PATIENT RESPONSIBILITY. ADDITIONALLY, IF A PATIENT HAS NO THIRD-PARTY COVERAGE THEY WILL RECEIVE A BILL INDICATING THEIR PATIENT RESPONSIBILITY. THIS WILL BE THE PATIENT'S FIRST POST DISCHARGE BILLING STATEMENT. THE DATE ON THIS STATEMENT WILL BEGIN THE APPLICATION AND NOTIFICATION PERIODS. PATIENT STATEMENTS WILL BE GENERATED DAILY FOLLOWING PAYMENT POSTING OR WEEKLY AT A MINIMUM. PREFERENCES HAVE BEEN PRE-DETERMINED IN THE PATIENT ACCOUNTING SYSTEM TO ENSURE THAT PATIENT STATEMENTS ARE GENERATED ON A CYCLE BASIS AND THAT PATIENT RESPONSIBLE ACCOUNTS WILL HAVE A STATEMENT GENERATED MONTHLY. AFTER THE PATIENT RECEIVES THEIR FIRST POST DISCHARGE BILLING STATEMENT, ROSH WILL SEND OUT 2 ADDITIONAL STATEMENTS (IN 30-DAY INTERVALS). THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL FOLLOW UP ON RETURNED STATEMENTS FOR INCORRECT OR INVALID ADDRESS BY CONTACTING THE PATIENT OR GUARANTOR ON THE ACCOUNT. THE BUSINESS OFFICE MANAGER/STAFF WILL MAKE FOLLOW-UP PHONE CALLS ON EVERY ACCOUNT WITH OUTSTANDING BALANCES. INSURANCE DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 30 DAYS FOLLOWING THE DATE OF SERVICE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 DAYS UNTIL THE BALANCE IS PAID. INSURANCE DUE BALANCES OVER 90 DAYS OLD FOR WHICH THE FACILITY HAS NOT RECEIVED VALID REASONS FROM THE PAYER AS TO WHY THE CHARGES HAVE NOT BEEN PAID MAY BE TRANSFERRED TO PATIENT DUE STATUS AND BILLED TO THE PATIENT AT THE DISCRETION OF THE ADMINISTRATOR OR BUSINESS OFFICE MANAGER. PATIENT DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 21 DAYS FOLLOWING THE DATE OF SERVICE FOR SELF-PAY ACCOUNTS AND FOLLOWING THE DATE THE AMOUNT WAS TRANSFERRED TO THE PATIENT'S OBLIGATION IF THE AMOUNT WAS INITIALLY BILLED TO A PRIMARY INSURANCE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 - 21 DAYS UNTIL THE BALANCE IS PAID OR UNTIL ADEQUATE PAYMENT ARRANGEMENTS ARE MADE. IF PAYMENT HAS NOT BEEN RECEIVED AFTER 90 DAYS (FROM THE DATE OF THE PATIENTS FIRST POST-DISCHARGE BILLING STATEMENT) ROSH WILL SEND OUT A LETTER INFORMING THE PATIENT IN WRITING THAT THE ACCOUNT WILL BE SENT TO COLLECTIONS, IF PAYMENT IS NOT RECEIVED WITHIN 30 DAYS OF THE DATE OF THE LETTER. THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL ENSURE THAT PATIENT RESPONSIBLE ACCOUNTS HAVE A MINIMUM OF THREE (3) STATEMENTS GENERATED TO THE PATIENT PRIOR TO THE ACCOUNT BEING WRITTEN OFF OR CONSIDERED FOR COLLECTION AGENCY PLACEMENT. ADDITIONALLY, THE LETTER WILL INCLUDE ANY ECAS THAT MAY TAKE PLACE AFTER THE PATIENT ACCOUNT HAS BEEN PLACED IN COLLECTIONS. THE WRITTEN NOTICE WILL ALSO INCLUDE A COPY OF THE PLS. ALL OUTSTANDING ACCOUNTS (INSURANCE BALANCES AND PATIENT BALANCES) AGED 120 DAYS WITHOUT APPROPRIATE PAYMENT ARRANGEMENTS OR MAY BE OUTSOURCED TO AN OUTSIDE AGENCY OR CONSIDERED FOR WRITE OFF TO BAD DEBT AND SENT TO A COLLECTION AGENCY IN ACCORDANCE WITH THE BAD DEBT WRITE-OFF POLICY. IN ACCORDANCE WITH IRC 501(R)(6), ROSH DOES NOT ENGAGE IN ANY ECAS PRIOR TO THE EXPIRATION OF THE NOTIFICATION PERIOD. SUBSEQUENT TO THE NOTIFICATION PERIOD ROSH, OR ANY THIRD PARTIES ACTING ON ITS BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF A FAP-ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. ROSH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. ROSH, AND THIRD PARTIES ACTING ON ITS BEHALF, DO NOT ENGAGE IN ANY OTHER ECAS DEFINED WITHIN IRC 501(R)(6). ROSH WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER OR NOT AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS FAP AND WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: 1) THE PATIENT WILL BE PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECA(S) THAT ROSH INTENDS TO INITIATE TO OBTAIN PAYMENT; - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. 2) THE PATIENT HAS RECEIVED A COPY OF THE PLS WITH THIS WRITTEN NOTIFICATION; AND 3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. ROSH, AND THIRD-PARTY VENDORS ACTING ON THEIR BEHALF, WILL ACCEPT AND PROCESS ALL APPLICATIONS FOR FINANCIAL ASSISTANCE AVAILABLE UNDER THIS POLICY SUBMITTED DURING THE APPLICATION PERIOD. ROSH WILL NOT PURSUE ANY COLLECTION ACTIONS AGAINST ANYONE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY, AND WILL NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY INDIVIDUAL WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. THE VICE PRESIDENT OF FINANCE WILL DETERMINE IF REASONABLE EFFORTS HAVE BEEN MADE. PHYCARE - FACILITY REPORTING GROUP C ==================================== IF A BILL IS OUTSTANDING 120 DAYS OR MORE, PCSH MAY SEND THE ACCOUNT TO A COLLECTION AGENCY TO BE COLLECTED. WHILE IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE WILL BE ACCEPTED AT ANY TIME. ONCE AN APPLICATION IS RECEIVED, COLLECTIONS WILL BE PLACED ON HOLD AND THE PROCEDURES REGARDING INCOMPLETE APPLICATIONS AND DENIALS. PCSH WILL NOT PURSUE ANY COLLECTION ACTIONS AGAINST ANYONE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY AND WILL NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY INDIVIDUAL WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. THE VICE PRESIDENT OF FINANCE WILL DETERMINE IF REASONABLE EFFORTS HAVE BEEN MADE. |
| SCHEDULE H, PART VI; QUESTION 2 | JEFFERSON HEALTH ENTERPRISE =========================== IN AN EFFORT TO BETTER ASSESS THE HEALTHCARE NEEDS OF THE COMMUNITIES IT SERVES, THE JEFFERSON HEALTH ENTERPRISE PARTICIPATES IN THE COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH ("COACH") PROJECT. THIS PROJECT IS COORDINATED BY THE HEALTHCARE IMPROVEMENT FOUNDATION, IN PARTNERSHIP WITH THE HOSPITAL AND HEALTH SYSTEM OF PENNSYLVANIA AND THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (REGION 3). COACH SEEKS TO DEMONSTRATE THE POTENTIAL FOR SIGNIFICANT POPULATION HEALTH IMPACT THROUGH COORDINATED, COLLECTIVE ACTION TO ESTABLISH EFFECTIVE SYSTEMS FOR ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH. IN ITS FIRST 18 MONTHS, COACH PARTICIPANTS WORKED TOWARD CONSENSUS ON A SHARED STRATEGY FOR COLLECTIVE ADOPTION TO ADDRESS A SPECIFIC NEED, IDENTIFIED FOOD INSECURITY AS A KEY NEED, AND IMPLEMENTED A HEALTHY FOOD ACCESS PILOT PROGRAM. THE NEXT 18 MONTHS WILL BE FOCUSED ON IMPLEMENTATION OF THIS SHARED STRATEGY BY PARTICIPATING HOSPITALS AND HEALTH SYSTEMS, SUPPORTED BY DIVERSE COMMUNITY STAKEHOLDERS. ANOTHER EXAMPLE OF COLLABORATION IS THE HEALTH CARE IMPROVEMENT FOUNDATIONS FACILITATION OF A MONTGOMERY COUNTY HOSPITAL PARTNERSHIP. THE PARTNERSHIP'S ROLE IS SIMILAR TO COACH WITH AN EXCLUSIVE FOCUS ON MONTGOMERY COUNTY, AND INVOLVEMENT OF ALL HOSPITALS, WHETHER PROFIT OR NON-PROFIT, AS WELL AS OTHER HEALTH CARE PROVIDERS. THE PARTICIPANTS INITIAL FOCUS IS RELATED TO BEHAVIORAL HEALTH. THEY PRIORITIZED DATA COLLECTION AND ANALYSIS OF THE INCIDENCE AND NATURE OF VISITS TO MONTGOMERY COUNTY EDS BY PATIENTS WITH BEHAVIORAL HEALTH DIAGNOSES WITH THE GOAL OF MORE EFFECTIVELY RESPONDING TO THE BEHAVIORAL HEALTH NEEDS OF THESE PATIENTS. AS PART OF EFFORTS TO BUILD AN INFRASTRUCTURE FOR A COMPREHENSIVE REFERRAL SYSTEM, THE PLAN IS TO DEVELOP AND WIDELY DISSEMINATE AN ASSET MAP OF BEHAVIORAL HEALTH RESOURCES IN MONTGOMERY COUNTY. FOUR PRINCIPLES ARE GUIDING THE DEVELOPMENT OF A STRATEGY FOR LEVERAGING COMMUNITY BENEFIT PROGRAMS TO INCREASE THEIR INFLUENCE: DEFINING MUTUALLY AGREED-ON REGIONAL GEOGRAPHIC BOUNDARIES TO ALIGN BOTH COMMUNITY BENEFIT AND ACCOUNTABLE HEALTH COMMUNITY INITIATIVES, ENSURING THAT COMMUNITY BENEFIT ACTIVITIES USE EVIDENCE TO PRIORITIZE INTERVENTIONS, INCREASING THE SCALE AND EFFECTIVENESS OF COMMUNITY BENEFIT INVESTMENTS BY POOLING SOME RESOURCES, AND ESTABLISHING SHARED MEASUREMENT AND ACCOUNTABILITY FOR REGIONAL POPULATION HEALTH IMPROVEMENT. TJUH - FACILITY REPORTING GROUP A ================================= IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS OUTLINED IN SCHEDULE H, SECTION B, QUESTIONS 1-12 AND SECTION C, TJUH CONDUCTS A REVIEW OF KEY FACTOR INFORMATION WHICH INCLUDES THE REVIEW OF VARIOUS LITERATURE AND DATA SOURCES IN AN EFFORT TO BETTER ASSESS THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. IN PREPARATION FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT MORE THAN 30 SECONDARY DATA SOURCES WERE REVIEWED INCLUDING: - 100,000 HOMES CAMPAIGN DATA ON HOMELESSNESS IN PHILADELPHIA - 2014 PENNSYLVANIA HEALTH EQUITY CONFERENCE RESOURCES - 2015 THE NIELSEN COMPANY, 2015 TRUVEN HEALTH ANALYTICS INC. - AMERICAN DIABETES ASSOCIATION - BEHAVIOR RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) - CENTERS FOR DISEASE CONTROL AND PREVENTION - CHILD OPPORTUNITY INDEX - CITY OF PHILADELPHIA DATA: (ECONOMIC DATA, SCHOOL DATA, TRANSPORTATION, VACANT PROPERTIES, CITY ZONING/FOOD WORK INITIATIVES, HOMELESSNESS) - COMMUNITY COMMONS - COMMUNITY NEEDS INDEX - COUNTY HEALTH RANKINGS AND ROADMAPS 2015 - DREXEL UNIVERSITY SCHOOL OF PUBLIC HEALTH - CENTER FOR HUNGER FREE COMMUNITIES - ENROLL AMERICA - FEEDING AMERICA MAP THE MEAL GAP - FRAC: FOOD HARDSHIP IN AMERICA 2012 - HEALTHY PEOPLE 2020 - KAISER FAMILY STATE HEALTH FACTS - MATERNITY CARE COALITION EARLY HEAD START COMMUNITY ASSESSMENT - OVERLOOKED AND UNDERCOUNTED THE SELF-SUFFICIENCY STANDARD - PENNSYLVANIA DEPARTMENT OF HEALTH - PEW CHARITABLE TRUSTS: PHILADELPHIA 2015 - STATE OF THE CITY - PHILADELPHIA CORPORATION ON AGING - PHILADELPHIA HEALTH DEPARTMENT - PUBLIC HEALTH MANAGEMENT CORPORATION - HOUSEHOLD HEALTH SURVEY - REPORTS FROM A VARIETY OF COMMUNITY COALITIONS FOCUSED ON SPECIFIC NEIGHBORHOODS OR HEALTH ISSUES SUCH AS PROMISE NEIGHBORHOODS, PHILLY RISING INITIATIVES, SHARSWOOD BLUMBERG, CITY DISTRICT PLANNING REPORTS TO REDUCE CRIME/VIOLENCE, AND COALITIONS TO IMPROVE ACCESS TO BEHAVIORAL HEALTH SERVICES - RESTAURANT OPPORTUNITIES CENTERS UNITED - SEAMAAC ASIAN HEALTH SURVEY - THE ANNIE E CASEY FOUNDATION - KIDS COUNT - TJUH AND METHODIST 2015 UTILIZATION DATA - U.S. CENSUS BUREAU - VARIOUS ARTICLES FROM ACADEMIC JOURNALS - VARIOUS ARTICLES FROM THE POPULAR PRESS - WALKABLE ACCESS TO HEALTHY FOOD IN PHILADELPHIA, 2010-2012 - YOUTH RISK BEHAVIOR SURVEILLANCE SYSTEM (YRBSS) ROSH - FACILITY REPORTING GROUP B ================================= IN ADDITION TO THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS OUTLINED IN SCHEDULE H, SECTION B, QUESTIONS 1-12 AND SECTION C, ROSH CONDUCTS A REVIEW OF KEY FACTOR INFORMATION WHICH INCLUDES THE REVIEW OF VARIOUS LITERATURE AND DATA SOURCES IN AN EFFORT TO BETTER ASSESS THE HEALTH NEEDS OF THE COMMUNITIES IT SERVES. IN PREPARATION FOR THE COMMUNITY HEALTH NEEDS ASSESSMENT MORE THAN 20 SECONDARY DATA SOURCES WERE REVIEWED INCLUDING: - 2017 THE CLARITAS COMPANY - 2018 TRUVEN HEALTH ANALYTICS LLC - AMERICAN COMMUNITY SURVEY - BEHAVIOR RISK FACTOR SURVEILLANCE SYSTEM (BRFSS) - BUCKS COUNTY AREA AGENCY ON AGING - BUCKS COUNTY PLANNING COMMISSION - CENTERS FOR DISEASE CONTROL AND PREVENTION - COMMUNITY COMMONS - COMMUNITY NEEDS INDEX - COUNTY HEALTH RANKINGS AND ROADMAPS 2018 - ENROLL AMERICA - FEEDING AMERICA MAP THE MEAL GAP - HEALTHY PEOPLE 2020 - KAISER FAMILY STATE HEALTH FACTS - MONTGOMERY COUNTY COMPREHENSIVE PLAN: MONTCO 2040: A SHARED VISION - MONTGOMERY COUNTY HEALTH DEPARTMENT - MONTGOMERY OFFICE OF AGING AND ADULT SERVICES - PENNSYLVANIA DEPARTMENT OF HEALTH - PHILADELPHIA CITY PLANNING COMMISSION - PHILADELPHIA CORPORATION FOR AGING - PUBLIC HEALTH MANAGEMENT CORPORATION - HOUSEHOLD HEALTH SURVEY - US CENSUS BUREAU - VARIOUS ARTICLES FROM ACADEMIC JOURNALS - VARIOUS ARTICLES FROM THE POPULAR PRESS |
| SCHEDULE H, PART VI; QUESTION 3 | TJUH - FACILITY REPORTING GROUP A ================================== PATIENTS WHO QUALIFY FOR CHARITY CARE OR PARTIAL CHARITY CARE SHALL BE IDENTIFIED AS SOON AS POSSIBLE, EITHER BEFORE OR AFTER CARE IS PROVIDED. PATIENTS IDENTIFIED THROUGH THE REGISTRATION PROCESS, WHO APPEAR TO BE UNINSURED OR UNDERINSURED, AND, THOSE WHO INDICATE THEIR INABILITY TO PAY FOR MEDICALLY NECESSARY SERVICES ARE PROVIDED A PACKET OF INFORMATION THAT DESCRIBES THIS CHARITY CARE POLICY AND RELEVANT PROCEDURES, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE AND/OR, FINANCIAL COUNSELING, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) TJUH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: 1) IN ORDER TO ALLOW TJUH TO PROPERLY DETERMINE CHARITY CARE OR PARTIAL CHARITY CARE ELIGIBILITY, DOCUMENTS PROVIDED TO PATIENTS BY TJUH SHALL BE TRANSLATED INTO NUMEROUS LANGUAGES, AND TRANSLATION ASSISTANCE TO COMPLETE NECESSARY FORMS IS AVAILABLE FOR THOSE PATIENTS WHO ARE NOT PROFICIENT IN READING, WRITING, OR SPEAKING ENGLISH. 2) THE FINANCIAL ASSISTANCE POLICY, A PLAN LANGUAGE SUMMARY ("PLS") OF THE POLICY AND AN APPLICATION CAN BE FOUND ON THE ORGANIZATIONS WEBSITE AT HTTP://HOSPITALS.JEFFERSON.EDU/PATIENTS-AND-VISITORS/PATIENTPOLICIES/FINAN CIAL-ASSISTANCE/ 3) PAPER COPIES OF THE FAP, APPLICATION FORM, AND PLS AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BY MAIL AND IN PUBLIC LOCATIONS OF THE FACILITY. 4) PAPER COPIES OF THE PLS WILL BE DISTRIBUTED AS PART OF THE INTAKE OR DISCHARGE PROCESS WITH RESPECT TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. ADDITIONALLY, SIGNS OR DISPLAYS ARE CONSPICUOUSLY POSTED IN PUBLIC MEDICAL CENTER LOCATIONS INCLUDING ADMISSIONS/REGISTRATION AREAS AND THE EMERGENCY DEPARTMENT, THAT NOTIFY AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)ROSH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE REGISTRATION DESKS AND WITHIN THE BILLING OFFICE LOCATED AT 3300 TILLMAN DRIVE BENSALEM, PA 19020. ALL PATIENTS OF ROSH WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE PROCESS. SIGNS OR DISPLAYS INFORMING PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE CONSPICUOUSLY POSTED IN PUBLIC LOCATIONS INCLUDING PATIENT REGISTRATION CHECK-IN AREAS. ROSH WILL MAKE REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ROSHS FAP, APPLICATION AND PLS ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE COMMUNITY SERVED WITHIN THE ORGANIZATIONS PRIMARY SERVICE AREA. ADDITIONALLY, BILLING STATEMENTS WILL INCLUDE INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, AS WELL AS CONTACT INFORMATION FOR INDIVIDUALS WHO BELIEVE THEY MAY QUALIFY. PHYCARE - FACILITY REPORTING GROUP C ==================================== IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)PHYCARE INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE HOSPITAL FACILITY. THIS POLICY SHALL BE PUBLICIZED THROUGH SIGNAGE AT THE HOSPITAL. ADDITIONALLY, PATIENTS SHALL RECEIVE (1) A PLAIN LANGUAGE SUMMARY THAT DESCRIBES THE FINANCIAL ASSISTANCE POLICY AND RELEVANT PROCEDURES, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE AND (2) ASSISTANCE WITH UNDERSTANDING THE FINANCIAL ASSISTANCE POLICY AND COMPLETION OF THE RELATED FORMS. |
| SCHEDULE H, PART VI; QUESTION 4 | TJUH - FACILITY REPORTING GROUP A ================================= ACCORDING TO THE OFFICIAL 2010 CENSUS, PHILADELPHIA IS THE FIFTH LARGEST CITY IN THE COUNTRY WITH 1.56 MILLION PEOPLE. AFTER DECLINING FOR MORE THAN HALF A CENTURY, PHILADELPHIA'S POPULATION IS GROWING, ADDING ALMOST 72,000 RESIDENTS IN 8 YEARS. THE CITY'S RESIDENTS ARE A DIVERSE POPULATION: 37% NON-HISPANIC WHITE, 42% NON-HISPANIC AFRICAN AMERICAN, 13% HISPANIC OR LATINO, AND ALMOST 7% NON-HISPANIC ASIAN. JEFFERSON HAS GEOGRAPHICALLY DEFINED ITS COMMUNITY BENEFIT AREA ("CB") IN THE FOLLOWING WAY: - LOWER NORTH PHILADELPHIA - TRANSITIONAL AREAS - CENTER CITY - SOUTH PHILADELPHIA THE MAJORITY OF TJUH CB AREA IS ENCOMPASSED WITHIN THREE PLANNING DISTRICTS, LOWER NORTH, CENTRAL AND SOUTH. AS PART OF ITS COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS, ONE OF THE INITIAL UNDERTAKINGS WAS TO CREATE A SECONDARY DATA PROFILE. THE SECONDARY DATA IS COMPRISED OF DATA OBTAINED FROM EXISTING RESOURCES AND INCLUDES DEMOGRAPHIC AND HOUSEHOLD STATISTICS, EDUCATION AND INCOME MEASURES, MORBIDITY AND MORTALITY RATES, AND HEALTH INDICATORS, AMONG OTHER DATA POINTS. THE DATA WAS GATHERED AND INTEGRATED INTO A GRAPHICAL REPORT TO PORTRAY THE CURRENT HEALTH AND SOCIO-ECONOMIC STATUS OF RESIDENTS IN ITS PRIMARY SERVICE AREAS. PHILADELPHIA AND TJUH'S CB AREA DEMOGRAPHICS -------------------------------------------- ALMOST 420,000 PEOPLE LIVE IN TJUHS CB AREA. THIS REPRESENTS 27% OF ALL RESIDENTS OF PHILADELPHIA. WHILE PHILADELPHIA ONLY ANTICIPATES A 2.0 % INCREASE IN POPULATION BETWEEN 2015 AND 2020, TJUH CB AREAS ARE GAINING POPULATION FASTER: TRANSITIONAL NEIGHBORHOODS IS EXPECTED TO GROW BY 5.4%, CENTER CITY BY 5.2% AND SOUTH PHILADELPHIA BY 2.8%. SIMILAR TO PHILADELPHIA, TJUHS CB AREA IS 52% FEMALE AND 48% MALE AND VARIES LITTLE ACROSS CB AREAS. LOWER NORTH PHILADELPHIA HAS MORE YOUTH AGES 0-17 THAN THE REST OF PHILADELPHIA AND TJUHS CB AREA. CENTER CITY HAS A HIGHER PERCENTAGE OF ADULTS AGED 18-44 THAN PHILADELPHIA AND IS MORE LIKELY THAN OTHER TJUH CB AREAS TO HAVE ADULTS OVER AGE 65+. COMPARED TO PHILADELPHIA, TJUHS CB AREA IS SLIGHTLY MORE LIKELY TO BE NON-HISPANIC WHITE OR NON-HISPANIC ASIAN, AND LESS LIKELY TO BE NON-HISPANIC AFRICAN AMERICAN. NON-HISPANIC WHITES ARE MORE LIKELY TO LIVE IN CENTER CITY, SOUTH PHILADELPHIA, AND TRANSITIONAL NEIGHBORHOODS; NON-HISPANIC BLACKS ARE MORE LIKELY TO LIVE IN LOWER NORTH PHILADELPHIA WEST OF BROAD STREET AND IN SOUTH PHILADELPHIA WEST OF BROAD STREET. MORE THAN 198,000 RESIDENTS IN PHILADELPHIA IDENTIFY THEMSELVES AS HISPANIC. THE MAJORITY OF HISPANICS IN THE PHILADELPHIA AREA ARE FROM PUERTO RICO (72%) AND LIVE PREDOMINANTLY IN EASTERN NORTH PHILADELPHIA; 17% ARE MEXICAN WITH THE REMAINING HISPANIC POPULATION FROM LATIN AMERICA, THE CARIBBEAN, CENTRAL AMERICA, AND SOUTH AMERICA. IN TJUHS CB AREA 50,367 (12%) OF THE POPULATION IS HISPANIC. THIS REPRESENTS ABOUT 25% OF ALL HISPANICS IN PHILADELPHIA. THE MAJORITY OF THESE RESIDENTS LIVE IN NORTH PHILADELPHIA (24,664) AND SOUTH PHILADELPHIA (15,711) EAST OF BROAD STREET. SOUTHEAST PHILADELPHIA IS HOME TO A GROWING IMMIGRANT POPULATION FROM MEXICO. ALTHOUGH THEY SHARE A COMMON LANGUAGE, EACH HISPANIC COMMUNITY IS CULTURALLY UNIQUE, AND INTERNALLY DIVERSE BY GENDER, GENERATION, CLASS, AND RACE. THE NON-HISPANIC ASIAN COMMUNITY IN PHILADELPHIA REPRESENTS 7.0% OF THE TOTAL POPULATION. SLIGHTLY MORE THAN ONE-THIRD OF THESE RESIDENTS (37,776) LIVE IN TJUHS CB AREA. THE MAJORITY OF ASIAN RESIDENTS IN TJUH'S CB AREA LIVE IN SOUTH PHILADELPHIA (24,440) AND CENTER CITY (8,373). THE ASIAN COMMUNITY IN CENTER CITY IS PREDOMINANTLY OF CHINESE DESCENT, WHILE SOUTH PHILADELPHIA RESIDENTS INCLUDE IMMIGRANTS FROM VIETNAM AND REFUGEES FROM CAMBODIA (THE LARGEST POPULATION OF ASIAN RESIDENTS AS WELL AS NEWLY RESETTLED REFUGEES FROM BURMA, NEPAL, AND BHUTAN). PHILADELPHIA ALSO HAS THE SECOND LARGEST IRISH, ITALIAN, AND JAMAICAN AMERICAN POPULATIONS IN THE ENTIRE UNITED STATES. EDUCATION --------- ALMOST 43,000 CHILDREN IN PHILADELPHIA RECEIVE SUBSIDIZED CHILD CARE AND 1,147 CHILDREN ARE WAITING TO RECEIVE SUBSIDIZED CHILD CARE. ONLY 16.4% OF CHILDREN ENROLLED IN CHILDCARE ARE IN KEYSTONE STARS 3 OR 4 PROGRAMS. SINCE 2013, THE CAPACITY TO ENROLL IN STAR 3 OR 4 PROGRAMS (HIGHER QUALITY PROGRAMS) HAS INCREASED BY 4,500 SLOTS ALLOWING 19,131 CHILDREN ACCESS TO HIGH QUALITY LEARNING EXPERIENCES. AMONG THE NEIGHBORHOODS IN JEFFERSONS COMMUNITY BENEFIT AREA, CHILDREN IN LOWER NORTH PHILADELPHIA SPEND THE MOST TIME IN EARLY EDUCATION. CHILDREN IN SOUTH PHILADELPHIA AND TRANSITIONAL NEIGHBORHOODS SPEND THE LEAST AMOUNT OF TIME IN EARLY CHILDHOOD EDUCATION AND COMPARE UNFAVORABLY TO THE CITY RATE. PHILADELPHIA SCHOOL ENROLLMENT PATTERNS HAVE SHIFTED OVER THE PAST DECADE WITH FEWER CHILDREN ATTENDING PUBLIC AND PAROCHIAL SCHOOLS, WHILE ENROLLMENT IN TAX-PAYER FUNDED CHARTER SCHOOLS HAS NEARLY DOUBLED. IMPROVING ON-TIME HIGH SCHOOL GRADUATION RATES HAS BEEN A MAJOR FOCUS OF THE CITY. WHILE ON-TIME GRADUATION HAS STEADILY IMPROVED SINCE 2005 (52% COMPARED TO 68% IN 2015), PHILADELPHIA STUDENTS REMAIN WELL BELOW THE STATE ON-TIME HIGH SCHOOL GRADUATION RATE OF 85%. THE LEVEL OF EDUCATION AMONG RESIDENTS IN TJUHS CB AREA VARIES GREATLY. RESIDENTS LIVING IN TRANSITIONAL NEIGHBORHOODS AND CENTER CITY ARE MORE LIKELY TO HAVE COLLEGE DEGREES OR HIGHER (46% AND 73% RESPECTIVELY) COMPARED TO PHILADELPHIA (25%), WHILE RESIDENTS IN LOWER NORTH PHILADELPHIA NEIGHBORHOODS ARE MORE LIKELY NOT TO HAVE GRADUATED FROM HIGH SCHOOL (28%) COMPARED TO PHILADELPHIA (19%). OVERALL, 19% OF ADULTS OVER AGE 25 LIVING IN TJUHS CB AREA REPORT THEY DID NOT GRADUATE FROM HIGH SCHOOL COMPARED TO 14% NATIONWIDE. INCOME ------ MEDIAN HOUSEHOLD INCOME IN PHILADELPHIA IN 2013 WAS $36,836 COMPARED TO $52,250 IN THE UNITED STATES. 26 OF THE 32 LARGEST CITIES IN THE U.S., PHILADELPHIA HAD THE THIRD LOWEST MEDIAN HOUSEHOLD INCOME AS REPORTED IN 2013. TJUHS COMMUNITY BENEFIT AREA INCLUDES SOME OF THE HIGHEST AND LOWEST MEDIAN INCOMES AMONG PHILADELPHIA'S 46 ZIP CODES. FIVE ZIP CODES WITHIN JEFFERSONS COMMUNITY BENEFIT AREA HAVE MEDIAN INCOMES AMONG THE 10 HIGHEST IN THE CITY AND 4 ZIP CODES HAVE MEDIAN INCOMES AMONG THE 10 LOWEST IN THE CITY. THESE NUMBERS REFLECT PHILADELPHIAS PERSISTENTLY HIGH UNEMPLOYMENT RATES PLUS THE RELATIVELY LOW NUMBER OF HIGH PAYING JOBS. MEDIAN HOUSEHOLD INCOME BY ALL ZIP CODES IN LOWER NORTH PHILADELPHIA HAVE MEDIAN INCOMES BELOW THE MEDIAN INCOME FOR PHILADELPHIA. POVERTY ------- AMONG TJUH'S CB NEIGHBORHOODS, LOWER NORTH PHILADELPHIA RESIDENTS ARE ALMOST TWICE AS LIKELY TO LIVE BELOW 100% POVERTY AS OTHERS IN PHILADELPHIA (41.4% VS 23.6%) AND FOUR TIMES MORE LIKELY THAN THOSE LIVING IN CENTER CITY. IN ADDITION, PEOPLE LIVING IN TJUH'S CB AREA ARE MORE LIKELY THAN OTHER PHILADELPHIANS TO LIVE BELOW 50% OF THE FEDERAL POVERTY LEVEL (9.3% VS. 7.6%) AND LOWER NORTH RESIDENTS ARE TWICE AS LIKELY TO LIVE BELOW 50% OF THE FEDERAL POVERTY LEVEL COMPARED TO ALL PHILADELPHIANS. HOWEVER, DATA FROM THE PUBLIC HEALTH MANAGEMENT CORPORATION'S 2015 HOUSEHOLD HEALTH SURVEY APPEARS TO INDICATE THAT DEEP POVERTY IN PHILADELPHIA MAY BE DECREASING (12.3% IN 2012 TO 7.6% IN 2015). THIS ALSO APPEARS TO HOLD FOR THE PERCENTAGE OF RESIDENTS LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL IN PHILADELPHIA (26.3% IN 2012 TO 23.6% IN 2015). WITHIN TJUH'S CB AREA POVERTY (LESS THAN 100% FPL) VARIES ACROSS ZIP CODES. IN LOWER NORTH PHILADELPHIA POVERTY RANGES FROM 33% IN 19133 TO 38% IN 19122, 44% IN 19121 AND 53% IN 19133. IN THE TRANSITIONAL NEIGHBORHOODS ZIP CODE 19125 HAS THE HIGHEST RATE OF POVERTY (23%). IN SOUTH PHILADELPHIA THE PERCENTAGE OF PEOPLE LIVING IN POVERTY RANGES FROM 9% IN 19147 TO 19% IN 19145 AND 19148, AND 23% IN 19146. THE POVERTY RATES IN THE REMAINING ZIP CODES ARE BELOW 13% OF THE POPULATION. UNEMPLOYMENT ------------ IN PHILADELPHIA, UNEMPLOYMENT FELL IN 2014 TO AN ANNUALIZED RATE OF 7.8%, THE LOWEST SINCE BEFORE THE GREAT RECESSION, AND WAS TRENDING EVEN LOWER BY THE END OF THE YEAR. IT REMAINED SUBSTANTIALLY HIGHER THAN THE NATIONAL RATE OF 6.2%. THE NUMBERS OF JOBS GREW BY 8,800, THE BIGGEST 12 MONTH GAIN IN 15 YEARS. EVEN SO, THE RATE OF INCREASE LAGGED BEHIND NATIONAL JOB GROWTH. THE EDUCATION AND MEDICAL SECTORS REMAINED THE BULWARK OF THE CITYS ECONOMY, ACCOUNTING FOR MORE THAN 30% OF ALL JOBS. OF THE CITYS 15 LARGEST EMPLOYERS, 12 ARE IN "EDS AND MEDS." PHILADELPHIAS UNEMPLOYMENT RATE REMAINS THE HIGHEST IN COMPARISON TO ALL OTHER LOCAL WORKFORCE INVESTMENT AREAS IN PENNSYLVANIA. LESS THAN HALF OF WORKING-AGE ADULTS IN THE CITY ARE CURRENTLY EMPLOYED, AND 40% OF THOSE WHO DO HAVE JOBS EARN POVERTY WAGES. PHILADELPHIA RANKS IN THE BOTTOM 10% OF U.S. CITIES IN TERMS OF BOTH POST-SECONDARY EDUCATIONAL ATTAINMENT AND LABOR FORCE PARTICIPATION. THESE HIGH LEVELS OF UNEMPLOYMENT AND POVERTY LEAD TO LACK OF HEALTH INSURANCE, OVERUSE OF THE EMERGENCY DEPARTMENT FOR PRIMARY CARE, AND DELAYED CARE AS WELL AS POORER HEALTH OUTCOMES. |
| SCHEDULE H, PART VI; QUESTION 5 | THE ORGANIZATION DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. TJUH'S COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON PROVIDING OPPORTUNITIES FOR YOUTH TO EXPLORE CAREERS IN HEALTHCARE THROUGH HEALTH AWARENESS EDUCATION, MENTORING, AND INTERNSHIPS. ADDITIONALLY, JEFFERSON STAFF PLAY LEADERSHIP ROLES IN THE COMMUNITY BUILDING ORGANIZATIONS SUCH AS THOSE DEVOTED TO ASSISTING OLDER ADULTS AND CREATING CAREER OPPORTUNITIES FOR YOUTH. THE HOSPITAL ALSO DONATES FUNDS TO MANY ORGANIZATIONS THAT PROVIDE SOCIAL AND COMMUNITY ENHANCEMENT SERVICES IN OUR TARGET COMMUNITIES. CENTER FOR URBAN HEALTH ----------------------- IN 1998 JEFFERSON OPENED THE CENTER FOR URBAN HEALTH, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE, AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: - ACCESS AND ADVOCACY; - RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; - COMMUNITY PARTNERSHIPS AND OUTREACH; - HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; - EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND - SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE. KEY INITIATIVES OF THE ARCHES PROJECT THAT ADDRESS SYSTEM CHANGES INCLUDE: - CARE FOR MORE THAN 35,000 HOMELESS MEN, WOMEN AND CHILDREN OVER THE PAST 14 YEARS - BREAST HEALTH EDUCATION FOR SHELTERED WOMEN - DIABETES SELF-MANAGEMENT EDUCATION HELD IN COMMUNITIES REACHING 1,500 ADULTS - COMMUNITY COLLABORATION ADDRESSING POLICY AND SYSTEMS CHANGE RELATED TO OBESITY AND ACCESS TO FRESH FRUITS AND VEGETABLES AND SAFE PLACES TO BE ACTIVE - A MEDICAL-LEGAL PARTNERSHIP, ADDRESSING SOCIAL DETERMINANTS OF HEALTH SUCH AS HOUSING AND INSURANCE ACCESS - OBESITY AND DIABETES PREVENTION IN A WORKFORCE DEVELOPMENT PROGRAM - A REFUGEE HEALTH CENTER SERVING OVER 700 REFUGEES FROM COUNTRIES SUCH AS IRAQ, BHUTAN AND ERITREA - HYPERTENSION, STROKE AND PROSTATE CANCER EDUCATION REACHING 9,000 AFRICAN AMERICAN MEN - CARDIOVASCULAR HEALTH LITERACY TRAINING FOR STAFF AT 15 REGIONAL HOSPITALS COMMUNITY OUTREACH AT METHODIST HOSPITAL ---------------------------------------- METHODIST HOSPITAL HAS BEEN SERVING THE HEALTHCARE NEEDS OF THE SOUTH PHILADELPHIA COMMUNITY SINCE 1892. TODAY, THE HOSPITAL REMAINS DEDICATED TO IMPROVING THE HEALTH OF AREA RESIDENTS THROUGH EDUCATION AND OUTREACH WITH A PRIMARY FOCUS ON CHRONIC DISEASE PREVENTION AND MANAGEMENT. EXPERTS FROM THE HOSPITAL LEAD COMMUNITY PROGRAMS ON MANAGING DIABETES EFFECTIVELY, INCLUDING NUTRITION CLASSES WITH MEAL PLANNING TIPS; BEREAVEMENT SUPPORT GROUPS; HEALTH FAIRS THAT INCLUDE FREE SCREENINGS RELATED TO WOMEN'S AND MEN'S HEALTH, HEART AND VASCULAR DISEASE, CANCER AND DIABETES. IN ADDITION, THE HOSPITAL PROVIDES FREE FLU IMMUNIZATIONS ALL DESIGNED TO ENHANCE THE WELL-BEING OF LOCAL RESIDENTS AND THE SURROUNDING COMMUNITY. METHODIST ALSO PARTNERS WITH VARIOUS ORGANIZATIONS INCLUDING THE CARING PEOPLE ALLIANCE, SOUTH BROAD STREET NEIGHBORHOOD CIVIC ASSOCIATION, THE FELS COMMUNITY CENTER, PENN ASIAN SENIOR SERVICES, UNITY HEALTH CLINIC, THE PHILADELPHIA SENIOR CENTER, TINDLEY TEMPLE, LINDA CREED FOUNDATION AND AREA SCHOOLS. (1) HIGH SCHOOL INTERNSHIP PROGRAM - EXPLORE CAREERS IN HEALTHCARE THROUGH PARTNERSHIPS WITH AREA HIGH SCHOOLS, METHODIST HOSPITAL OFFERS SOUTH PHILADELPHIA TEENS THE UNIQUE OPPORTUNITY TO EXPLORE CAREERS IN HEALTHCARE WHILE OBTAINING HANDS-ON EXPERIENCE IN CLINICAL AND ADMINISTRATIVE SETTINGS. THESE VOLUNTEERS ASSIST NURSING UNITS AND 25 OTHER DEPARTMENTS THROUGHOUT THE HOSPITAL, PERFORMING VALUABLE SERVICES INCLUDING: - GREETING PATIENTS AND VISITORS - DELIVERING PATIENT TRAYS, LABS AND REPORTS - VISITING WITH PATIENTS - HELPING TO DISCHARGE PATIENTS IN MANY INSTANCES, PARTICIPANTS IN OUR INTERNSHIP PROGRAM OBTAIN COMMUNITY SERVICE CREDIT HOURS. (2) PARISH NURSING PROGRAM IN PARTNERSHIP WITH TINDLEY TEMPLE UNITED METHODIST CHURCH IN PARTNERSHIP WITH SOUTH PHILADELPHIA'S TINDLEY TEMPLE UNITED METHODIST CHURCH, METHODIST HOSPITAL BRINGS ACCESSIBLE HEALTHCARE AND EDUCATION TO THE CHURCH'S CONGREGATION THROUGH OUR PARISH NURSING PROGRAM. METHODIST HOSPITAL DEDICATES ONE OF OUR REGISTERED NURSES (RNS) FOR 20 HOURS PER WEEK TO SERVE AS AN ON-SITE RESOURCE TO THE CONGREGATION. THE RN PROVIDES HEALTH EDUCATION, CONSULTATIONS, SCREENINGS AND IMMUNIZATIONS, HEALTH FAIRS AND, WHEN NECESSARY, REFERRALS TO PHYSICIANS AND SPECIALISTS. (3) SOUTHEAST ASIAN OUTREACH PROGRAM AS PART OF OUR DEDICATION TO THE SOUTH PHILADELPHIA COMMUNITY, METHODIST HOSPITAL MAINTAINS THE SOUTHEAST ASIAN OUTREACH PROGRAM TO ADDRESS THE UNIQUE NEEDS OF THE COMMUNITY'S NON-ENGLISH-SPEAKING SOUTHEAST ASIAN RESIDENTS. THIS PROGRAM SEEKS TO BRIDGE UNDERSTANDING BETWEEN OUR SOUTHEAST ASIAN NEIGHBORS AND THE HOSPITAL'S CAREGIVERS AND STAFF BY PROVIDING THESE PATIENTS WITH AN INTERCULTURAL MEDIATOR WHO CAN: - MAKE APPOINTMENTS AND ASK HEALTH-RELATED QUESTIONS ON BEHALF OF THE PATIENT - ACCOMPANY THE PATIENT TO APPOINTMENTS AND TRANSLATE INFORMATION - FILL OUT FORMS, SUCH AS THOSE NEEDED FOR INSURANCE REIMBURSEMENT - VISIT THE PHARMACY WITH THE PATIENT TO HELP THEM OBTAIN PRESCRIPTION MEDICATIONS - EXPLAIN HOW TO PROPERLY TAKE PRESCRIPTION MEDICATIONS AND DISCUSS POSSIBLE DRUG INTERACTIONS WITH THE PHARMACIST AND THE PATIENT - EXPLAIN TEST RESULTS AND HEALTHCARE OPTIONS TO THE PATIENT OUR INTERCULTURAL MEDIATORS ARE AVAILABLE 24 HOURS A DAY, SEVEN DAYS A WEEK. MUSICIANS ON CALL ----------------- WXPN MUSICIANS ON CALL IS A FREE COMMUNITY-OUTREACH PROGRAM DESIGNED TO DELIVER THE HEALING POWER OF MUSIC THROUGH LIVE EARLY-EVENING PERFORMANCES EVERY WEDNESDAY AND THURSDAY BY VOLUNTEER MUSICIANS AT THE BEDSIDES OF JEFFERSON UNIVERSITY HOSPITALS' PATIENTS. JEFFERSON UNIVERSITY HOSPITALS ARE PROUD TO PARTNER WITH 88.5 WXPN, THE LISTENER-SUPPORTED RADIO STATION OF THE UNIVERSITY OF PENNSYLVANIA, IN MUSICIANS ON CALL. MUSICIANS ON CALL, A NONPROFIT ORGANIZATION FORMED IN 1999 IN NEW YORK CITY, USES MUSIC AND ENTERTAINMENT TO PROMOTE AND COMPLEMENT THE HEALING PROCESS FOR PATIENTS. VOLUNTEER MUSICIANS FROM THE PHILADELPHIA AREA PARTICIPATE IN WEEKLY "ROUNDS" BY GIVING FREE IN-ROOM PERFORMANCES WITH A JEFFERSON HEALTH VOLUNTEER WHO INTRODUCES THE PROGRAM TO THE PATIENT. MUSICIANS AND VOLUNTEERS VISIT A DIFFERENT HOSPITAL FLOOR EACH WEEK. PATIENTS, FAMILY AND FRIENDS, PHYSICIANS, NURSES, SOCIAL WORKERS OR OTHER CLINICIANS CAN REQUEST A VISIT. PROJECT H.O.M.E. ---------------- IN THE MID-90S, DRS. JAMES PLUMB AND LARA WEINSTEIN FOUNDED A SMALL CLINIC IN NORTH PHILADELPHIA THAT IS RUN BY PROJECT H.O.M.E. (HOUSING, OPPORTUNITIES FOR EMPLOYMENT, MEDICAL CARE, EDUCATION), AN ANTI-POVERTY AND HOMELESSNESS ADVOCACY GROUP BASED IN PHILADELPHIA, WITH HELP FROM THOMAS JEFFERSON UNIVERSITY. THE CLINIC PROVIDES PRIMARY CARE FOR AREA RESIDENTS WHO MAY OR MAY NOT HAVE HEALTH INSURANCE. DRS. PLUMB AND WEINSTEIN ARE FAMILY AND COMMUNITY MEDICINE PHYSICIANS AT JEFFERSON. PROJECT H.O.M.E. WAS FOUNDED IN 1988 WITH THE MISSION TO EMPOWER ADULTS, CHILDREN AND FAMILIES TO BREAK THE CYCLE OF HOMELESSNESS AND POVERTY AND TO ALLEVIATE THE UNDERLYING CAUSES OF POVERTY. AREA RESIDENTS HAVE MULTIPLE OPPORTUNITIES TO WORK WITH PROJECT H.O.M.E.'S STREET OUTREACH TEAMS TO TREAT HOMELESS INDIVIDUALS THROUGHOUT THE CITY. THIS EXPERIENCE PROVIDES UNIQUE INSIGHT INTO THE PREVALENCE OF HOMELESSNESS IN PHILADELPHIA, THE DAILY LIVES OF HOMELESS INDIVIDUALS AND TO SOME OF THE REMARKABLE COPING STRATEGIES THAT THEY HAVE ADOPTED. JEFFPEERS: SUPPORT GROUP FOR PEOPLE IMPACTED BY A CHRONIC DISEASE ---------------------------------------------------------------- JEFFPEERS (PEOPLE, EMPOWERED, EDUCATED, AND READY TO SUPPORT) IS A CHRONIC DISEASE SELF-MANAGEMENT PROGRAM DESIGNED TO HELP ADULTS BETTER MANAGE CHRONIC MEDICAL CONDITIONS. WE PROVIDE SUPPORT, EDUCATION AND A VARIETY OF RESOURCES FOR INDIVIDUALS AND FAMILIES AFFECTED WITH A CHRONIC DISEASE. AT JEFFERSON, WE RECOGNIZE THAT BY PROVIDING QUALITY HEALTHCARE TO OUR PATIENTS, AND EDUCATION AND OUTREACH TO OUR NEIGHBORS, WE ARE ALSO ENRICHING THE LIVES AND FUTURE OF OUR SURROUNDING COMMUNITY. WHEN THE COMMUNITY THRIVES, WE ALL BENEFIT. |
| SCHEDULE H, PART VI; QUESTION 6 | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HOSPITAL, ABINGTON HEALTH, ARIA HEALTH, KENNEDY HEALTH SYSTEM AND MAGEE REHABILITATION HOSPITAL ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR THE RESIDENTS OF SOUTHERN NEW JERSEY AND THE GREATER PHILADELPHIA REGION. TJU IS THE SOLE CORPORATE MEMBER OF THESE ORGANIZATIONS. OUTLINED BELOW IS A SUMMARY OF THE ENTITIES WHICH COMPRISE THE SYSTEM: NOT-FOR-PROFIT ARIA HEALTH SYSTEM ENTITIES ========================================== THOMAS JEFFERSON UNIVERSITY --------------------------- THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). TJU IS THE PARENT COMPANY THAT FINANCIALLY AND CORPORATELY INTEGRATES THOMAS JEFFERSON UNIVERSITY AMONG ITS SUBSIDIARY ENTITIES. THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH (ALSO KNOWN COLLECTIVELY AS ("JEFFERSON") IS AN ACADEMIC MEDICAL CENTER DEDICATED TO EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES; DISCOVERING NEW TREATMENTS AND THERAPIES THAT WILL DEFINE THE FUTURE OF CLINICAL CARE; AND PROVIDING EXCEPTIONAL PRIMARY CARE THROUGH COMPLEX QUATERNARY CARE TO PATIENTS IN THE COMMUNITIES SERVED THROUGHOUT THE DELAWARE VALLEY. FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE (JMC), AND NOW KNOWN AS SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY (TJU), THE UNIVERSITY ALSO INCLUDES THE JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES, HEALTH PROFESSIONS, NURSING, PHARMACY, AND POPULATION HEALTH. TJU ENROLLS MORE THAN 3,800 FUTURE PHYSICIANS, SCIENTISTS AND HEALTHCARE PROFESSIONALS. TJUH SYSTEM, INC. ----------------- TJUH SYSTEM, INC. ("TJUHS") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). TJUHS IS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR ALL OTHER HOSPITAL ENTERPRISE ORGANIZATIONS. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ------------------------------------------- JEFFERSON HEALTH IS THE CLINICAL ARM OF THE ORGANIZATION. IT INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). TJUH PROMOTES THE HEALTH OF THE COMMUNITIES IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY, AND DELAWARE PRIMARILY BY PROVIDING HOSPITAL, SUB-ACUTE, OUTPATIENT, AND PHYSICIAN SERVICES AND BY PROVIDING FACILITIES IN WHICH STUDENTS, PHYSICIANS, NURSES, AND OTHER HEALTHCARE PROFESSIONALS ARE TRAINED IN A CLINICAL SETTING. TJUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. TJUH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. EMERGENCY TRANSPORT ASSOCIATES, INC. ------------------------------------ EMERGENCY TRANSPORT ASSOCIATES, INC. ("ETA") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). ETA SEEKS TO PROVIDE HIGH QUALITY AIR AND GROUND MEDICAL TRANSPORTATION SERVICES TO PATIENTS WHO ARE ADMITTED TO OR DISCHARGED FROM JEFFERSON FACILITIES. JEFFEX, INC. ------------ JEFFEX, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFEX, INC. IS A HOLDING COMPANY PROVIDING PLANNING, MANAGEMENT AND OVERSIGHT FOR CERTAIN NON-ACUTE CARE, NON-PROFIT SUBSIDIARY ORGANIZATIONS. JEFFERSON PHYSICIAN SERVICES ---------------------------- JEFFERSON PHYSICIAN SERVICES IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFERSON PHYSICIAN SERVICES PROVIDES SUPPORT TO VARIOUS RELATED THOMAS JEFFERSON INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS. JEFFERSON MEDICAL CARE ---------------------- JEFFERSON MEDICAL CARE ("JMC") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JMC PROVIDES PHYSICIAN SERVICES IN THE AREAS OF FAMILY MEDICINE, ORAL SURGERY AND INTEGRATIVE MEDICINE. JEFFERSON UNIVERSITY PHYSICIANS ------------------------------- JEFFERSON UNIVERSITY PHYSICIANS ("JUP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JUP IS CHARGED IN SUPPORTING THE MEDICAL CARE, EDUCATION AND RESEARCH OF TJU, SKMC AND TJUHS. JEFFERSON UNIVERSITY PHYSICIANS OF NEW JERSEY, P.C. --------------------------------------------------- JEFFERSON UNIVERSITY PHYSICIANS OF NJ, P.C. ("JUPNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JUPNJ IS CHARGED IN SUPPORTING THE MEDICAL CARE, EDUCATION AND RESEARCH OF TJU, SKMC AND TJUHS. METHODIST ASSOCIATES IN HEALTHCARE, INC. ---------------------------------------- METHODIST ASSOCIATES IN HEALTHCARE, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). METHODIST ASSOCIATES IN HEALTHCARE, INC. PROVIDES PROFESSIONAL SERVICES. METHODIST ASSOCIATES IN HEALTHCARE OF NEW JERSEY, P.C. ------------------------------------------------------ METHODIST ASSOCIATES IN HEALTHCARE OF NEW JERSEY, P.C. ("MAHCNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). MAHCNJ IS A PROFESSIONAL CORPORATION WHOSE STOCK IS NOMINALLY OWNED BY AN EMPLOYED PHYSICIAN OF TJUHS. SUTHBREIT PROPERTIES, LTD. -------------------------- SUTHBREIT PROPERTIES, LTD. ("SP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(2). SP ACTS AS A REAL ESTATE HOLDING COMPANY FOR VARIOUS PROPERTIES. WALNUT HOME THERAPEUTICS, INC. ------------------------------ WALNUT HOME THERAPEUTICS, INC. ("WHT") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(2). WHT PROVIDES MEDICATIONS IN THE HOME TO ASSIST IN TRANSITIONING PATIENTS FROM A HOSPITAL OF SKILLED FACILITY TO INDEPENDENT LIVING, PRIMARILY THROUGH INTRAVENOUS DRUG DELIVERY METHODOLOGIES, IN SUPPORT OF TJUH AND OTHER PHILADELPHIA AREA HOSPITALS, AND SERVES AS A SPECIALTY PHARMACY THAT PROVIDES A UNIQUE SERVICE TO CLINICALLY COMPLEX PATIENTS. SPECIALTY MEDICATIONS ARE TYPICALLY BIOTECHNOLOGY-DERIVED MEDICATIONS THAT TREAT RARE AND CHRONIC CONDITIONS. |
| SCHEDULE H, PART VI; QUESTION 6 | ABINGTON HEALTH --------------- ABINGTON HEALTH ("AH") IS A NOT FOR PROFIT HOLDING COMPANY BASED IN ABINGTON, PENNSYLVANIA. AH IS THE SOLE CORPORATE MEMBER OF A NUMBER OF NOT FOR-PROFIT ENTITIES AS OUTLINED HEREIN. AS THE PARENT ORGANIZATION OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, AH STRIVES TO CONTINUALLY DEVELOP AND OPERATE AN INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH PROVIDES A COMPREHENSIVE SPECTRUM OF MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA COUNTIES INCLUDING EASTERN MONTGOMERY, PORTIONS OF BUCKS AND PHILADELPHIA COUNTIES, PENNSYLVANIA. AH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). ABINGTON MEMORIAL HOSPITAL -------------------------- ABINGTON MEMORIAL HOSPITAL ("AMH") IS A 665-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN ABINGTON, MONTGOMERY COUNTY, PENNSYLVANIA. AMH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, AMH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. AMH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. LANSDALE HOSPITAL CORPORATION ----------------------------- LANSDALE HOSPITAL CORPORATION ("LHC") IS A 140-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN LANSDALE, MONTGOMERY COUNTY, PENNSYLVANIA. LHC IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, LHC PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. LHC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ABINGTON HEALTH FOUNDATION -------------------------- ABINGTON HEALTH FOUNDATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THROUGH FUNDRAISING ACTIVITIES THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. ARIA HEALTH SYSTEM, INC. ------------------------ ARIA HEALTH SYSTEM, INC. ("AHS") IS THE TAX-EXEMPT PARENT OF THE ARIA HEALTH SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER AHS OR ANOTHER AHS AFFILIATE CONTROLLED BY AHS. THE SYSTEM IS AN INTEGRATED SYSTEM OF HEALTHCARE PROVIDERS THROUGHOUT THE COMMONWEALTH OF PENNSYLVANIA AND IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST ("JHNE") ------------------------------------------------------- JHNE IS COMPRISED OF THREE HOSPITAL CAMPUSES, MULTIPLE OUTPATIENT CENTERS AND A GROWING NETWORK OF PHYSICIANS THAT SERVE THE NORTHEAST PHILADELPHIA AND BUCKS COUNTY COMMUNITIES. JHNE'S JEFFERSON FRANKFORD HOSPITAL IS A 115-BED HOSPITAL FACILITY WHICH OFFERS AN ARRAY OF EMERGENCY, INPATIENT, OUTPATIENT MEDICAL AND SURGICAL SERVICES. ALSO LOCATED ON JEFFERSON FRANKFORD HOSPITAL IS THE HEALTH CENTER CLINIC WHICH HANDLES MORE THAN 5,000 OUTPATIENT CASES PER YEAR, ALONG WITH THE ARIA HEALTH SCHOOL OF NURSING, WHICH OPENED A YEAR AFTER THE HOSPITAL AND IS NOW THE LARGEST HOSPITAL-BASED NURSING SCHOOL IN PENNSYLVANIA. JHNE'S JEFFERSON TORRESDALE HOSPITAL IS A 258-BED HOSPITAL FACILITY THAT OFFERS AN ARRAY OF INPATIENT AND OUTPATIENT MEDICAL, SURGICAL AND EMERGENCY SERVICES. ARIA HEALTH - TORRESDALE IS ALSO A STATE-ACCREDITED LEVEL II TRAUMA CENTER, ONE OF THE ORIGINAL NINE TRAUMA SITES DESIGNATED BY THE COMMONWEALTH OF PENNSYLVANIA. JHNE'S JEFFERSON BUCKS HOSPITAL IS A 112-BED HOSPITAL FACILITY THAT OFFERS AN ARRAY OF EMERGENCY, INPATIENT, OUTPATIENT, MEDICAL AND SURGICAL SERVICES. JHNE IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, JHNE PROVIDES EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, JHNE OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ARIA HEALTH PHYSICIAN SERVICES ------------------------------ ARIA HEALTH PHYSICIAN SERVICES IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(III). THE ORGANIZATION SUPPORTS JHNE, A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. ARIA HEALTH ORTHOPAEDICS ------------------------ ARIA HEALTH ORTHOPAEDICS IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). THE ORGANIZATION SUPPORTS JHNE, A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. JEFFERSON HEALTH NORTHEAST FOUNDATION --------------------------------------- JEFFERSON HEALTH NORTHEAST FOUNDATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THIS ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT AND FOR THE BENEFIT OF ARIA HEALTH SYSTEM, INC.; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. KENNEDY HEALTH SYSTEM, INC. --------------------------- KENNEDY HEALTH SYSTEM, INC. ("KHS") IS THE TAX-EXEMPT PARENT OF THE KENNEDY HEALTH SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS KHS. THE SYSTEM IS AN INTEGRATED SYSTEM OF HEALTHCARE PROVIDERS THROUGHOUT NEW JERSEY AND IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(VI). KENNEDY UNIVERSITY HOSPITAL, INC. --------------------------------- KENNEDY UNIVERSITY HOSPITAL, INC. ("KUH") IS A NON-PROFIT NEW JERSEY CORPORATION WHICH OWNS AND OPERATES A 607-BED MULTI-CAMPUS HOSPITAL SYSTEM WITH HOSPITAL FACILITIES IN STRATFORD, CHERRY HILL AND TURNERSVILLE (WASHINGTON TOWNSHIP), NEW JERSEY. THE HOSPITAL IS THE MAJOR TEACHING AFFILIATE OF THE ROWAN UNIVERSITY SCHOOL OF OSTEOPATHIC MEDICINE. THE HOSPITAL PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES, AS WELL AS HOME HEALTH, DIALYSIS, RADIATION ONCOLOGY AND REHABILITATION SERVICES, PRINCIPALLY TO RESIDENTS OF CAMDEN AND GLOUCESTER COUNTIES, NEW JERSEY. KUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, KUH PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX OR ABILITY TO PAY. MOREOVER, IT OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. KENNEDY HEALTH FACILITIES, INC. ------------------------------- KENNEDY HEALTH FACILITIES, INC. IS A NON-PROFIT NURSING HOME CONSISTING OF 190 BEDS (130 LONG-TERM CARE BED AND 60 SUB-ACUTE CARE BEDS). KHF IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). KENNEDY HEALTH CARE FOUNDATION, INC. ------------------------------------ KENNEDY HEALTH CARE FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION WHICH IS RESPONSIBLE FOR THE FUNDRAISING ACTIVITIES OF THE SYSTEM. THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 170(B)(1)(A)(VI). |
| SCHEDULE H, PART VI; QUESTION 6 | KENNEDY MEDICAL GROUP PRACTICE, P.C. ------------------------------------ KENNEDY MEDICAL GROUP PRACTICE, P.C. D/B/A KENNEDY HEALTH ALLIANCE, IS A TAX-EXEMPT PROFESSIONAL CORPORATION AND OPERATES AS A NETWORK OF PRIMARY PHYSICIAN GROUPS AND SPECIALISTS WITH OFFICES LOCATED THROUGHOUT THE SOUTH JERSEY REGION. AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). KENNEDY PROPERTY CORPORATION ---------------------------- KENNEDY PROPERTY CORPORATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). KPC IS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR ALL OTHER HOSPITAL ENTERPRISE ORGANIZATIONS. STAT MEDICAL TRANSPORT, INC. ---------------------------- STAT MEDICAL TRANSPORT, INC. IS A NOT-FOR-PROFIT AMBULANCE COMPANY WHICH OWNS AND OPERATES AMBULANCES THAT SERVICE THE HOSPITAL AND THE COMMUNITY. THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). PHILADELPHIA UNIVERSITY ----------------------- PHILADELPHIA UNIVERSITY IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). THE ORGANIZATION FUNCTIONS AS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. MAGEE REHABILITATION HOSPITAL ----------------------------- MAGEE REHABILITATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, MAGEE REHABILITATION PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, MAGEE REHABILITATION OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. FOR-PROFIT HEALTH SYSTEM ENTITIES ================================== 1100 WALNUT ASSOCIATES, LLC --------------------------- 1100 WALNUT ASSOCIATES, LLC IS A LIMITED LIABILITY COMPANY WHICH ENGAGES IN REAL ESTATE ACTIVITY. TMB ENTERPRISE PARTNERSHIP, LLC ------------------------------- TMB ENTERPRISE PARTNERSHIP, LLC IS A PARTNERSHIP OWNED BY ARIA HEALTH SYSTEM AFFILIATES. THIS ORGANIZATION ENGAGES IN REAL ESTATE ACTIVITY. JUNIATA MEDICAL BUILDING PARTNERS, LLC -------------------------------------- JUNIATA MEDICAL BUILDING PARTNERS, LLC IS A PARTNERSHIP OWNED BY ARIA HEALTH SYSTEM AFFILIATES. THIS ORGANIZATION ENGAGES IN REAL ESTATE ACTIVITY. MEDICAL IMAGING ASSOCIATES, LLC ------------------------------- MEDICAL IMAGING ASSOCIATES, LLC IS A PARTNERSHIP WHICH IS OWNED 83% BY ARIA HEALTH SYSTEM; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THIS ORGANIZATION RENTS MEDICAL EQUIPMENT TO SYSTEM AFFILIATES. ATRIUM CORPORATION ------------------ ATRIUM CORPORATION IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS TJUHS. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS A TAXABLE HOLDING COMPANY PROVIDING OVERSIGHT FOR OWNED FOR-PROFIT SUBSIDIARY ORGANIZATIONS. HEALTHMARK, INC. ---------------- HEALTHMARK, INC. IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS THE ATRIUM CORPORATION. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION PROVIDES WORKERS COMPENSATION SERVICES AND EMPLOYEE PHYSICALS AND TESTING. JEFFCARE, INC. -------------- JEFFCARE, INC. IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS TJUHS. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION NEGOTIATES AND COORDINATES MANAGED CARE CONTRACTS AND SUPPORTS JEFFCARE ALLIANCE, LLC. THE ORGANIZATION IS A PHYSICIAN-HOSPITAL ORGANIZATION ("PHO"). JEFFERSON ACUTE CARE PHYSICIANS, P.C. ------------------------------------- JEFFERSON ACUTE CARE PHYSICIANS, P.C. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION PROVIDES MEDICAL SERVICES. JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA, P.C. ------------------------------------------------ JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA, P.C. IS A FOR-PROFIT ENTITY. THE ORGANIZATION WAS ORGANIZED TO PROVIDE TELEMEDICINE SERVICES. TELEMEDICINE SEEKS TO IMPROVE A PATIENT'S HEALTH BY PERMITTING TWO-WAY, REAL TIME INTERACTIVE COMMUNICATION BETWEEN THE PATIENT, AND THE PHYSICIAN OR PRACTITIONER AT THE DISTANT SITE. THIS ORGANIZATION IS CURRENTLY INACTIVE. MID-ATLANTIC MATERNAL FETAL INSTITUTE, INC. ------------------------------------------- MID-ATLANTIC MATERNAL FETAL INSTITUTE, INC. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. MID-ATLANTIC MATERNAL FETAL INSTITUTE, PC ----------------------------------------- MID-ATLANTIC MATERNAL FETAL INSTITUTE, PC IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. TJU, INC. --------- TJU, INC. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING RENTAL SPACE. WALNUT REALTY ------------- WALNUT REALTY IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING RENTAL SPACE. 925 WALNUT STREET CORP. ----------------------- 925 WALNUT STREET CORP. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN WILMINGTON, DELAWARE. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING A PARKING GARAGE. SYSTEM SERVICE CORPORATION -------------------------- SYSTEM SERVICE CORPORATION IS A FOR-PROFIT HOLDING CORPORATION LOCATED IN DELAWARE. T.F. DEVELOPMENT, INC. ---------------------- T.F. DEVELOPMENT, INC. IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS SYSTEM SERVICE CORPORATION. THE ORGANIZATION MANAGES RENTAL REAL ESTATE. HEALTH CARE, INC. ----------------- HEALTH CARE, INC. IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS SYSTEM SERVICE CORPORATION. THE ORGANIZATION OPERATES A PHARMACY IN BUCKS COUNTY, PENNSYLVANIA. KENNEDY MANAGEMENT GROUP, INC. ------------------------------ KENNEDY MANAGEMENT GROUP, INC. IS A FOR-PROFIT CORPORATION THAT INVESTS IN FOR-PROFIT BUSINESSES TO FURTHER ITS MISSION. KMG ACCOUNTS FOR INVESTMENTS UNDER THE EQUITY METHOD AND HAS A 50% INTEREST IN THE OPERATIONS OF HEALTHTRAX FITNESS GYM, LLC, A 20% INTEREST IN MAB BUILDING ASSOCIATES, AND A 26% INTEREST IN KHS AMBULATORY SURGERY CENTER, LLC. KMG FILES ITS FEDERAL TAX RETURN IN CONSOLIDATION WITH PROFESSIONAL MEDICAL MANAGEMENT, INC. PROFESSIONAL MEDICAL MANAGEMENT, INC. ------------------------------------- PROFESSIONAL MEDICAL MANAGEMENT, INC. IS A SUBSIDIARY OF KENNEDY MANAGEMENT GROUP, INC. THIS CORPORATION IS A FOR-PROFIT COLLECTION SERVICE COMPANY. KENNEDY ACCESS INCORPORATED --------------------------- KENNEDY ACCESS INCORPORATED IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS KENNEDY HEALTH SYSTEM, INC. THE ORGANIZATION IS CURRENTLY INACTIVE. |
| SCHEDULE H, PART VI; QUESTION 6 | JOINT VENTURES ============== RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LP --------------------------------------------- RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LP IS A LIMITED PARTNERSHIP OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 50.49% MAJORITY INTEREST. RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LLC ---------------------------------------------- RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 51% MAJORITY INTEREST. JEFFERSON UNIVERSITY RADIOLOGY ASSOCIATES, LLC ---------------------------------------------- JEFFERSON UNIVERSITY RADIOLOGY ASSOCIATES, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 80% MAJORITY INTEREST. JEFFERSON COMPREHENSIVE CONCUSSION CENTER, LLC ---------------------------------------------- JEFFERSON COMPREHENSIVE CONCUSSION CENTER, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. HOLDS A 32.5% INTEREST IN AND JEFFERSON UNIVERSITY PHYSICIANS HOLDS A 33.9% INTEREST IN. ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ------------------------------------------- ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 54% MAJORITY INTEREST. JEFFHEDGE, LLC -------------- JEFFHEDGE, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOLDS A 70% MAJORITY INTEREST. MLJH, LLC --------- MLJH, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. HAS A 50% INTEREST. THIS ORGANIZATION WAS CREATED TO INVEST IN PHYSICIANS CARE SURGICAL HOSPITAL, LP, A PENNSYLVANIA LIMITED PARTNERSHIP WHICH OPERATES A SPECIALTY SURGICAL HOSPITAL. GARDEN STATE RADIOLOGY NETWORK, LLC ----------------------------------- GARDEN STATE RADIOLOGY NETWORK, LLC WILL DEVELOP, OWN, OPERATE AND MANAGE A DIAGNOSTIC IMAGING NETWORK FOR THE SYSTEM. KENNEDY HEALTH SYSTEM, INC. HAS A 51% INTEREST IN THE ORGANIZATION. KENNEDY CHERRY HILL SURGICAL CENTER, LLC ---------------------------------------- KENNEDY CHERRY HILL SURGICAL CENTER, LLC IS A LIMITED LIABILITY COMPANY OF WHICH KENNEDY UNIVERSITY HOSPITAL, INC. HAS A 51% INTEREST. THIS ORGANIZATION OPERATES A SURGICAL CENTER. |
| SCHEDULE H, PART VI; QUESTION 7 | NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA AND NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| METHODIST HOSPITAL FOUNDATION | |||||||
| 601 WALNUT STREET | PHILADELPHIA | PA | 19106 | 232014559 | 501(C)(3) | $26,800 | PROGRAM SUPPORT |
| MAGEE REHABILITATION HOSPITAL | |||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | 231476328 | 501(C)(3) | $55,200 | SPINAL CORD GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ACTUAL EXPENDITURES FOR ALL APPROVED GRANTS ARE MONITORED AGAINST BUDGETED EXPENDITURES ON A MONTHLY BASIS. ANY DISCREPANCIES ARE RESEARCHED AND RESOLVED ACCORDINGLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RODNEY BELL MD | ||||||||||||||
| TRUSTEE - PRES MEDICAL STAFF | $0 | $333,640 | $0 | $0 | $0 | $16,859 | $0 | $42,414 | $0 | $15,062 | $0 | $407,975 | $0 | $0 |
| ANTHONY J DIMARINO JR MD | ||||||||||||||
| TRUSTEE | $0 | $579,930 | $0 | $0 | $0 | $13,509 | $0 | $54,119 | $0 | $17,699 | $0 | $665,257 | $0 | $0 |
| STEPHEN K KLASKO MD MBA | ||||||||||||||
| TRUSTEE-PRES/CEO TJU&JEFF HLTH | $0 | $1,452,154 | $0 | $900,000 | $0 | $74,570 | $0 | $1,313,772 | $0 | $18,197 | $0 | $3,758,693 | $0 | $0 |
| WARREN MATTHEWS MD | ||||||||||||||
| TRUSTEE | $0 | $306,199 | $0 | $0 | $0 | $15,600 | $0 | $12,500 | $0 | $16,068 | $0 | $350,367 | $0 | $0 |
| LAURENCE M MERLIS | ||||||||||||||
| TRUSTEE | $0 | $1,106,165 | $0 | $837,120 | $0 | $276,560 | $0 | $614,008 | $0 | $16,713 | $0 | $2,850,566 | $0 | $221,229 |
| EDMUND PRIBITKIN MD | ||||||||||||||
| TRUSTEE-CHIEF MEDICAL OFFICER | $0 | $892,606 | $0 | $0 | $0 | $24,712 | $0 | $61,990 | $0 | $22,594 | $0 | $1,001,902 | $0 | $0 |
| VIJAY M RAO MD FACR | ||||||||||||||
| TRUSTEE | $0 | $618,107 | $0 | $125,530 | $0 | $39,354 | $0 | $64,858 | $0 | $9,121 | $0 | $856,970 | $0 | $0 |
| MARK L TYKOCINSKI MD | ||||||||||||||
| TRUSTEE | $0 | $837,958 | $0 | $321,300 | $0 | $361,871 | $0 | $252,160 | $0 | $17,946 | $0 | $1,791,235 | $0 | $268,743 |
| RICHARD J WEBSTER RN MSN | ||||||||||||||
| TRUSTEE - PRESIDENT TJUH | $645,799 | $0 | $222,950 | $0 | $85,343 | $0 | $99,301 | $0 | $9,871 | $0 | $1,063,264 | $0 | $34,074 | $0 |
| CHARLES J YEO MD FACS | ||||||||||||||
| TRUSTEE | $0 | $974,100 | $0 | $236,810 | $0 | $28,497 | $0 | $82,337 | $0 | $22,594 | $0 | $1,344,338 | $0 | $246 |
| CRISTINA G CAVALIERI ESQ | ||||||||||||||
| SEC - EVP CHIEF LEGAL COUNSEL | $686,470 | $0 | $252,540 | $0 | $150,499 | $0 | $262,368 | $0 | $15,396 | $0 | $1,367,273 | $0 | $0 | |
| PETER L DEANGELIS JR | ||||||||||||||
| TREASURER - EVP, CFO & CAO | $0 | $852,703 | $0 | $360,065 | $0 | $68,364 | $0 | $399,339 | $0 | $15,396 | $0 | $1,695,867 | $0 | $0 |
| NEIL G LUBARSKY CPA CGMA | ||||||||||||||
| SVP, FINANCE/CFO - TJUH | $464,847 | $0 | $142,234 | $0 | $45,795 | $0 | $67,221 | $0 | $9,832 | $0 | $729,929 | $0 | $17,981 | $0 |
| JAMES E ROBINSON | ||||||||||||||
| SVP/CAO - METHODIST DIVISION | $290,270 | $0 | $103,817 | $0 | $30,243 | $0 | $35,100 | $0 | $22,395 | $0 | $481,825 | $0 | $0 | $0 |
| BRIAN SWEENEY RN MBA FACHE | ||||||||||||||
| COO - TJUH (EFFECTIVE 1/18) | $278,826 | $0 | $99,572 | $0 | $14,128 | $0 | $29,700 | $0 | $15,185 | $0 | $437,411 | $0 | $0 | $0 |
| STEPHEN K SIGWORTH MD MSHA | ||||||||||||||
| ASSOCIATE CHIEF MED OFFICER | $547,190 | $0 | $152,453 | $0 | $21,084 | $0 | $63,020 | $0 | $8,021 | $0 | $791,768 | $0 | $0 | $0 |
| RICHARD KWEI | ||||||||||||||
| SVP,PAYER STRATEGY&NTWK PERF. | $399,915 | $0 | $142,545 | $0 | $21,224 | $0 | $53,864 | $0 | $17,150 | $0 | $634,698 | $0 | $0 | $0 |
| RAVICHANDRA A MADINENI MD | ||||||||||||||
| NEUROSURGEON | $2,552 | $501,828 | $0 | $27,273 | $15 | $2,302 | $3,981 | $49,012 | $0 | $15,396 | $6,548 | $595,811 | $0 | $0 |
| DEBRA W TAYLOR | ||||||||||||||
| VP, PAYER RELATIONS & CONTRACT | $319,016 | $0 | $139,990 | $0 | $22,026 | $0 | $36,335 | $0 | $22,848 | $0 | $540,215 | $0 | $0 | $0 |
| SHARON M GALUP | ||||||||||||||
| SVP, PAYER STRATEGY & CONTRACT | $370,708 | $0 | $82,938 | $0 | $15,483 | $0 | $11,250 | $0 | $7,748 | $0 | $488,127 | $0 | $0 | $0 |
| DAVID P MCQUAID | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $115,130 | $0 | $321,300 | $0 | $0 | $0 | $7 | $0 | $436,437 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2017 FORMS W-2. |
| SCHEDULE J, PART I; QUESTION 1 | THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. ADDITIONALLY, THE NON-QUALIFIED DEFERRED COMPENSATION AMOUNTS ARE DISCLOSED ON FORM 990 IN THE YEAR OF DEFERRAL AND AGAIN IN THE YEAR IN WHICH THE SUBSTANTIAL RISK OF FORFEITURE LAPSES AND THE AMOUNTS ARE TREATED AS TAXABLE INCOME. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: RICHARD J. WEBSTER, RN, MSN, $25,000 AND SHARON M. GALUP, $12,500. |
| SCHEDULE J, PART I; QUESTION 4A | THE FOLLOWING INDIVIDUAL INCLUDED IN SCHEDULE J, PART II, RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN HIS 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DAVID P. MCQUAID, $321,300. |
| SCHEDULE J, PART I; QUESTION 4B | THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES PARTICIPATION IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: LAURENCE M. MERLIS, $132,556; VIJAY M. RAO, M.D., FACR, $4,432; MARK L. TYKOCINSKI, M.D., $296,431; RICHARD J. WEBSTER, RN, MSN, $36,979; CHARLES J. YEO, M.D., FACS, $246; CRISTINA G. CAVALIERI, ESQ., $72,559 AND NEIL G. LUBARSKY, CPA, CGMA, $19,809. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RODNEY BELL, M.D., $661; STEPHEN K. KLASKO, M.D., MBA, $424,440; LAURENCE M. MERLIS, $118,852; EDMUND PRIBITKIN, M.D., $3,081; VIJAY M. RAO, M.D., FACR, $531; MARK L. TYKOCINSKI, M.D., $4,838; RICHARD J. WEBSTER, RN, MSN, $64,201; CHARLES J. YEO, M.D., FACS, $20,237; PETER L. DEANGELIS, JR., $81,298; CRISTINA G. CAVALIERI, ESQ., $2,389; NEIL G. LUBARSKY, CPA, CGMA, $32,121; STEPHEN K. SIGWORTH, M.D., MSHA, $30,035; RICHARD KWEI, $18,764 AND DEBRA W. TAYLOR, $1,235. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $854,232; LAURENCE M. MERLIS, $449,760; MARK L. TYKOCINSKI, M.D., $212,222; PETER L. DEANGELIS, JR., $282,941 AND CRISTINA G. CAVALIERI, ESQ., $224,879. |
| SCHEDULE J, PART I; QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2017 WHICH AMOUNTS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. THIS INFORMATION BY PERSON BY AMOUNT. |
| SCHEDULE J, PART II; COLUMN F | THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) and EXECUFLEX PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. THE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $221,229; MARK L. TYKOCINSKI, M.D., $268,743; RICHARD J. WEBSTER, RN, MSN, $34,074; CHARLES J. YEO, M.D., FACS, $246 AND NEIL G. LUBARSKY, CPA, CGMA, $17,981. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $310,510 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MEALS | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $109 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. IT INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). PURSUANT TO ITS CHARITABLE PURPOSES, TJUH PROVIDES EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, OR ABILITY TO PAY. MOREOVER, THE ORGANIZATION OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) TJUH OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK, 365 DAYS PER YEAR; 3) TJUH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL OF TJUH RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. THE OPERATIONS OF TJUH, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT TJUH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT AND THAT THE USE AND CONTROL OF SHORE IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. BACKGROUND ========== JEFFERSON UNIVERSITY HOSPITALS AND THOMAS JEFFERSON UNIVERSITY ARE PARTNERS IN PROVIDING EXCELLENT CLINICAL AND COMPASSIONATE CARE FOR OUR PATIENTS IN THE PHILADELPHIA REGION, EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES AND DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE. WE ARE 30,000+ PEOPLE REIMAGINING HEALTH CARE, EDUCATION AND DISCOVERY. WE ARE MANY THINGS, BUT EVERY DAY ALL OF US ARE DEDICATED TO ONE THING: IMPROVING LIVES. JEFFERSON RANKS AS 16TH BEST HOSPITAL ON U.S. NEWS & WORLD REPORT'S HONOR ROLL LIST. WE CONTINUE TO TOP THE LIST OF HOSPITALS IN PENNSYLVANIA (3RD) AND THE PHILADELPHIA METRO AREA (2ND) IN U.S. NEWS & WORLD REPORT'S ANNUAL LISTING OF THE BEST HOSPITALS AND SPECIALTIES. JEFFERSON ALSO STANDS OUT AS AMONG THE BEST IN 11 SPECIALTY AREAS: - ORTHOPEDICS - CANCER - EAR, NOSE & THROAT - GASTROENTEROLOGY & GI SURGERY- NEPHROLOGY - NEUROLOGY & NEUROSURGERY - OPHTHALMOLOGY - DIABETES & ENDOCRINOLOGY - GERIATRICS - CARDIOLOGY & HEART SURGERY - UROLOGY THOMAS JEFFERSON UNIVERSITY HOSPITALS HAS 951 LICENSED ACUTE CARE BEDS, WITH MAJOR PROGRAMS IN A WIDE RANGE OF CLINICAL SPECIALTIES. SERVICES ARE PROVIDED AT FIVE PRIMARY LOCATIONS - THOMAS JEFFERSON UNIVERSITY HOSPITAL (THE MAIN HOSPITAL FACILITY, WHICH WAS ESTABLISHED IN 1825) AND JEFFERSON HOSPITAL FOR NEUROSCIENCE, BOTH IN CENTER CITY PHILADELPHIA; JEFFERSON'S METHODIST HOSPITAL AND JEFFERSON AT THE NAVY YARD, BOTH IN SOUTH PHILADELPHIA; AND JEFFERSON AT VOORHEES IN SOUTH JERSEY. TO PROTECT THE HEALTH AND WELL-BEING OF OUR PATIENTS, VISITORS, EMPLOYEES, STUDENTS AND VOLUNTEERS, JEFFERSON IS A SMOKE-FREE CAMPUS. SMOKING IS NOT PERMITTED IN ALL JEFFERSON BUILDINGS AND WITHIN 50 FEET OF ANY ENTRYWAY TO OR EXIT FROM JEFFERSON BUILDINGS, AND WITHIN 50 FEET OF DRIVEWAYS, CANOPIES, ARCHWAYS AND PLAZAS. WE ARE ALSO SMOKE FREE IN CAMPUS PARKING AREAS. THOMAS JEFFERSON UNIVERSITY HOSPITALS STATISTICS ------------------------------------------------- - LICENSED BEDS: 937 - ADMISSIONS: 41,368 - OUTPATIENT VISITS: 1,350,317 - EMERGENCY ROOM VISITS: 117,746 - EMPLOYEES (FULL AND PART-TIME): 9,500 - HOUSE STAFF: 873 - MEDICAL STAFF: 1,667 - REGISTERED NURSES (FULL AND PART-TIME): 3,265 OUR MISSION ----------- WE IMPROVE LIVES. OUR VISION ---------- REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. OUR VALUES ---------- THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: - PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY - BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED - DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY OUR HISTORY =========== THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MAJOR PROGRAMS IN A WIDE RANGE OF CLINICAL SPECIALTIES. SERVICES ARE DELIVERED AT FIVE PRIMARY LOCATIONS - THOMAS JEFFERSON UNIVERSITY HOSPITAL (OUR TEACHING HOSPITAL, WHICH WAS ESTABLISHED IN 1877) AND JEFFERSON HOSPITAL FOR NEUROSCIENCE, BOTH IN CENTER CITY PHILADELPHIA; JEFFERSON'S METHODIST HOSPITAL AND JEFFERSON AT THE NAVY YARD, BOTH IN SOUTH PHILADELPHIA; AND JEFFERSON AT VOORHEES IN SOUTH JERSEY. THERE ARE ALSO VARIOUS RADIATION THERAPY SATELLITE LOCATIONS THROUGHOUT THE REGION. FORMERLY A DIVISION OF THOMAS JEFFERSON UNIVERSITY, THE HOSPITAL WAS SEPARATED FROM THE UNIVERSITY TO BECOME A FOUNDING MEMBER OF THE JEFFERSON HEALTH SYSTEM IN 1995. THE HOSPITAL EXPANDED ITS SERVICES TO THE COMMUNITY WITH THE MERGER OF METHODIST HOSPITAL AS A DIVISION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS IN 1996. AS AN ACADEMIC MEDICAL CENTER, THOMAS JEFFERSON UNIVERSITY HOSPITALS BELIEVE IN THE IMPORTANCE OF AN EXCELLENT CLINICAL SETTING FOR OUR PATIENTS AND AS A FOUNDATION FOR THE LEARNING EXPERIENCE OF JEFFERSON STUDENTS AND RESIDENTS. IT IS WITHIN OUR VARIOUS CLINICAL SETTINGS THAT SCIENTISTS, RESIDENTS AND ATTENDING PHYSICIANS, MEDICAL STUDENTS, NURSING AND ALLIED HEALTH STUDENTS, AND TECHNOLOGISTS LEARN THEIR PROFESSION AND LEARN TO WORK TOGETHER AS A TEAM AND HELP DEFINE THE FUTURE OF CLINICAL CARE. JEFFERSON UNIVERSITY HOSPITALS CONTINUE TO TAKE PRIDE IN THE QUALITY AND VARIETY OF HEALTHCARE SERVICES PROVIDED TO CITIZENS OF PHILADELPHIA AND THE DELAWARE VALLEY. THE HOSPITAL IS FULLY ACCREDITED BY THE JOINT COMMISSION AND LICENSED BY THE DEPARTMENT OF HEALTH OF THE COMMONWEALTH OF PENNSYLVANIA. IN THE COMMUNITY ================ THOMAS JEFFERSON UNIVERSITY HOSPITALS DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. AS AN EMPLOYER OF NEARLY 7,500 INDIVIDUALS, OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. IN FULFILLMENT OF THIS PLEDGE, JEFFERSON OPENED THE CENTER FOR URBAN HEALTH (CUH) IN 1998, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE (DFCM), AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: ACCESS AND ADVOCACY; RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; COMMUNITY PARTNERSHIPS AND OUTREACH; HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | AT JEFFERSON, WE RECOGNIZE THAT BY PROVIDING QUALITY HEALTH CARE TO OUR PATIENTS, AND EDUCATION AND OUTREACH TO OUR NEIGHBORS, WE ARE ALSO ENRICHING THE LIVES AND FUTURE OF OUR SURROUNDING COMMUNITY. AND WHEN THE COMMUNITY THRIVES, WE ALL BENEFIT. AWARDS & HONORS =============== JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RECOGNIZED BOTH NATIONALLY AND LOCALLY BY VARIOUS ORGANIZATIONS AND INSTITUTIONS IN JUST ABOUT EVERY ASPECT OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. - U.S. NEWS RATES JEFFERSON AMONG THE BEST IN 2017-18 SURVEY - BECKER'S HOSPITAL REVIEW AGAIN NAMES JEFFERSON "GREAT HOSPITAL" - A METABOLIC AND BARIATRIC SURGERY ACCREDITED CENTER - HAP EXCELLENCE IN CARE AWARD - ACE UNIT AT METHODIST HOSPITAL EARNS SILVER BEACON AWARD FOR EXCELLENCE - B5 MEDICAL-SURGICAL UNIT RECEIVES AMSN PRISM AWARD - DISTINGUISHED HOSPITAL AWARD FOR CLINICAL EXCELLENCE RECIPIENTS 2016 - PHILADELPHIA MAGAZINES 2017 TOP DOCTORS - JEFFERSON PHYSICIANS RATED TOP DOCS BY CASTLE CONNOLLY - NATIONAL CANCER INSTITUTE (NCI) DESIGNATION - JEFFERSON CARDIAC REHABILITATION EARNS AACVPR CERTIFICATION - JEFFERSON RADIATION ONCOLOGY EARNS APEX - MAGNET REDESIGNATION - AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER OUTSTANDING ACHIEVEMENT AWARD - THE JOINT COMMISSION 2013 TOP PERFORMER ON KEY QUALITY MEASURES - THE JOINT COMMISSION CERTIFICATIONS AND ADVANCED CERTIFICATIONS - 2014 HR DEPARTMENT OF THE YEAR AWARD - JEFFERSON AWARDED 3-YEAR ACCREDITATION WITH COMMENDATION - 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS - JEFFERSON RECOGNIZED AS LEADER IN LGBT HEALTHCARE EQUALITY - ORTHOPEDIC PROGRAM EARNS RECOGNITION FROM BECKER'S HOSPITAL REVIEW - A TRANSPLANT CENTERS OF EXCELLENCE NETWORK FACILITY - AETNA INSTITUTE OF EXCELLENCE FOR TRANSPLANT DESIGNATION - MEDICAL CARDIAC CARE UNIT RECEIVES BEACON AWARD FOR EXCELLENCE - GET WITH THE GUIDELINES-STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD - PULMONARY ASSOCIATES RECEIVES LEVEL 3 RECOGNITION AS A PATIENT-CENTERED SPECIALTY PRACTICE - JEFFERSON MEDICAL CARE SOUTH PHILADELPHIA RECEIVES NATIONAL RECOGNITION FOR PATIENT CENTERED CARE - FAMILY AND COMMUNITY MEDICINE RECEIVES EXCEPTIONAL RATING - INTERNAL MEDICINE ASSOCIATES RECEIVES LEVEL 3 RECOGNITION FOR PPC-PCMH - SIDNEY KIMMEL CANCER CENTER IS A MELANOMA CENTER OF EXCELLENCE - CSI NAMES JEFFERSON A CANCER CENTERS OF EXCELLENCE NETWORK FACILITY - JEFFERSON DESIGNATED AETNA INSTITUTES OF QUALITY FOR SPINE SURGERY - BLUE DISTINCTION FOR BARIATRIC SURGERY - BLUE DISTINCTION+ CENTER FOR CARDIAC CARE - BLUE DISTINCTION CENTER FOR KNEE AND HIP REPLACEMENT - BLUE DISTINCTION CENTER FOR MATERNITY - BLUE DISTINCTION CENTER FOR COMPLEX AND RARE CANCERS - BLUE DISTINCTION CENTER FOR SPINE SURGERY - BLUE DISTINCTION CENTER FOR TRANSPLANTS - CHEST PAIN CENTER DESIGNATION - COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES - SIDNEY KIMMEL CANCER CENTER RECEIVES FERTILE HOPE CENTER OF EXCELLENCE DESIGNATION - UNITED NETWORK FOR ORGAN SHARING (UNOS) CERTIFICATION - BREAST CARE CENTER RECEIVES NAPBC ACCREDITATION - JEFFERSON DESIGNATED A NEONATAL CENTERS OF EXCELLENCE NETWORK - MODEL SPINAL CORD INJURY CENTER DESIGNATION - TRANSPLANTATION PROGRAM IS A CENTER FOR MEDICARE AND MEDICAID - JEFFERSON HONORED WITH YITZHAK RABIN PUBLIC SERVICE AWARD QUALITY & SAFETY ================ SINCE 1825, THE PHYSICIANS, NURSES AND STAFF AT THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MADE THE SAFETY OF OUR PATIENTS AND THE QUALITY OF CARE WE DELIVER TOP PRIORITIES. WE RECOGNIZE THAT THE CARE WE PROVIDE AFFECTS EVERY PATIENT AND FAMILY MEMBER WHO COMES THROUGH OUR DOORS. OUR COMMITMENT TO QUALITY IS MEASURED IN BETTER PATIENT OUTCOMES AND INCREASED PATIENT SATISFACTION. THE RESULT IS GENERATIONS OF FAMILIES TURN TO JEFFERSON BECAUSE THEY KNOW THAT WE DELIVER SAFE, SUPERIOR AND COMPASSIONATE CARE, FROM DIAGNOSTICS THROUGH FOLLOW-UP CARE. AT JEFFERSON, WE DON'T JUST TALK ABOUT SAFETY AND QUALITY: WE SET GOALS AND BENCHMARK OUR RESULTS TO ENSURE WE ARE MEETING AND EXCEEDING NATIONAL STANDARDS. WE USE A "BALANCED SCORECARD" APPROACH TO CONTINUALLY MEASURE OUR PROGRESS TOWARD OUR GOALS. THIS APPROACH PROVIDES ACCOUNTABILITY AT ALL LEVELS AND TRACKS THOSE METRICS THAT HAVE THE GREATEST IMPACT ON OUR STRATEGIC VALUES QUALITY AND SAFETY, SERVICE, PEOPLE, GROWTH AND FINANCE AND OPERATIONS. IN OUR DRIVE TO DELIVER THE BEST QUALITY CARE, WE UTILIZE PROVEN METHODOLOGIES FOR QUALITY IMPROVEMENT. MANY OF OUR STAFF HAVE RECEIVED DEDICATED TRAINING AND GAINED EXPERTISE IN SPECIAL TECHNIQUES TO DRIVE IMPROVEMENTS IN QUALITY AND SAFETY. RECOGNITION FOR QUALITY & SAFETY ================================ MANY NATIONAL ORGANIZATIONS RECOGNIZE THOMAS JEFFERSON UNIVERSITY HOSPITALS FOR OUR STANDARDS OF QUALITY, EXCELLENCE AND SAFETY. U.S. NEWS & WORLD REPORT ------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RATED AMONG THE BEST HEALTHCARE PROVIDERS IN THE NATION, WITH TOP NATIONAL AND REGIONAL RANKINGS IN OPHTHALMOLOGY, ORTHOPEDICS, CANCER, OTOLARYNGOLOGY (EAR, NOSE AND THROAT), UROLOGY, GASTROENTEROLOGY AND GI SURGERY, NEUROLOGY AND NEUROSURGERY, CARDIOLOGY AND HEART SURGERY, DIABETES AND ENDOCRINOLOGY, NEPHROLOGY AND GERIATRICS. CENTERS FOR MEDICARE & MEDICAID TJUH ------------------------------------ THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) RECENTLY ANNOUNCED THAT IT RANKED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS A FOUR (OUT OF FIVE)- STAR HOSPITAL FOR THE QUALITY OF ITS CARE. THE FOUR STARS INDICATE JEFFERSONS HIGH PERFORMANCE IN IMPROVING SAFETY OF CARE (REDUCING HOSPITAL-ACQUIRED INFECTION) AND THE PATIENT EXPERIENCE, AS WELL AS REDUCING MORTALITY RATES. A REDUCTION IN READMISSION RATES WAS ALSO NOTED AMONG OVERALL PERFORMANCE IMPROVEMENT. IN 2016, CMS BEGAN TO REPORT HOSPITAL QUALITY STAR RATINGS ON HOSPITAL COMPARE. TO DETERMINE THE RATINGS, CMS COMBINES PERFORMANCE ON MORE THAN 50 MEASURES INTO A SINGLE RATING OF ONE TO FIVE STARS. HOSPITAL SAFETY GRADES ---------------------- SEVEN OF OUR HOSPITALS EARNED AN "A" BY THE LEAPFROG GROUP, A NATIONAL ORGANIZATION THAT RATES HOSPITALS ON SAFETY, INCLUDING: THOMAS JEFFERSON UNIVERSITY HOSPITAL IN CENTER CITY, METHODIST HOSPITAL, ABINGTON-LANSDALE HOSPITAL, JEFFERSON BUCKS HOSPITAL, JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL, AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL. THIS RANKING PLACES THESE JEFFERSON HEALTH FACILITIES AMONG THE SAFEST HOSPITALS IN THE UNITED STATES. ABINGTON HOSPITAL, JEFFERSON FRANKFORD HOSPITAL AND JEFFERSON TORRESDALE HOSPITAL RECEIVED "B" GRADES. THE HOSPITAL SAFETY SCORE USES NATIONAL PERFORMANCE MEASURES FROM THE LEAPFROG GROUP HOSPITAL SURVEY, THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ), THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS), AND THE AMERICAN HOSPITAL ASSOCIATION'S (AHA) ANNUAL SURVEY AND HEALTH INFORMATION TECHNOLOGY SUPPLEMENT. THESE PERFORMANCE MEASUREMENTS ARE TAKEN TOGETHER TO REPRESENT A HOSPITAL'S OVERALL PERFORMANCE IN KEEPING PATIENT'S SAFE FROM PREVENTABLE HARM AND MEDICAL ERRORS. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | MAGNET RECOGNITION FOR NURSING EXCELLENCE ----------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS CENTER CITY CAMPUS HAS BEEN GRANTED MAGNET RECOGNITION FOR NURSING EXCELLENCE FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). ANCC IS A SUBSIDIARY OF THE AMERICAN NURSES ASSOCIATION. LESS THAN 7 PERCENT OF ALL HOSPITALS IN THE UNITED STATES HAVE ACHIEVED ANCC MAGNET RECOGNITION STATUS. THE MAGNET RECOGNITION PROGRAM RECOGNIZES HEALTHCARE ORGANIZATIONS FOR QUALITY PATIENT CARE, NURSING EXCELLENCE AND INNOVATIONS IN PROFESSIONAL NURSING PRACTICE. MAGNET HOSPITALS ENJOY HIGHER PERCENTAGES OF IMPROVED PATIENT CARE OUTCOMES AND IMPROVED PATIENT SATISFACTION AS WELL AS ATTRACTING TOP NOTCH NURSES, PHYSICIANS AND HEALTHCARE PROFESSIONALS. NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER -------------------------------------------------- THE SIDNEY KIMMEL CANCER CENTER AT JEFFERSON IS A NATIONAL LEADER IN CANCER TREATMENT, RESEARCH AND EDUCATION AND A NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED CANCER CENTER.IT IS AMONG THE TOP 20 CENTERS IN THE COUNTRY IN GRANT FUNDING FROM NCI. READ MORE ABOUT THE SIDNEY KIMMEL CANCER CENTER AND THE NCI. JOINT COMMISSION ACCREDITATION ------------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS ARE FULLY ACCREDITED BY THE JOINT COMMISSION. ACROSS THE UNITED STATES, THE JOINT COMMISSION EVALUATES AND ACCREDITS HEALTHCARE ORGANIZATIONS. ACCREDITATION FROM THIS INDEPENDENT, NONPROFIT ORGANIZATION IS A RECOGNIZED SYMBOL OF QUALITY, DEMONSTRATING AN ORGANIZATION'S ACHIEVEMENT OF PERFORMANCE STANDARDS. ACCREDITATION REQUIRES SUCCESSFUL COMPLETION OF AN ON-SITE SURVEY AT LEAST EVERY THREE YEARS. THE JOINT COMMISSION HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS IMPROVING IN QUALITY AND SAFETY IN THE AREAS OF HEART ATTACKS, HEART FAILURE, PNEUMONIA, SPINE SURGERY, SURGICAL CARE, IMMUNIZATIONS AND PERINATAL CARE. THEY HAVE ALSO RECOGNIZED JEFFERSON WITH SPECIFIC QUALITY AWARDS, INCLUDING THE MEDAL OF HONOR FOR ORGAN DONATION AND ADVANCED CERTIFICATIONS SUCH AS A PRIMARY STROKE CENTER AND IN VENTRICULAR ASSIST DEVICE (VAD). A WINNER IN THE 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS -------------------------------------------------------------------- JEFFERSON'S "DO NO HARM: ENSURING MEDICATION SAFETY" INITIATIVE IS A THIRD PLACE WINNER IN THE 2014 DELAWARE VALLEY PATIENT SAFETY AND QUALITY AWARDS. PRESENTED BY THE HEALTH CARE IMPROVEMENT FOUNDATION, WE RECEIVED THE AWARD FOR OUR WORK TO REDUCE SERIOUS (LEVEL 5) ADVERSE DRUG EVENTS EACH YEAR FOR THE PAST FIVE YEARS. THE HOSPITAL ACHIEVED THESE RESULTS BY BUILDING A CULTURE OF SAFETY, STANDARDIZING PROTOCOLS, AND FOCUSING ON IMPROVING SAFETY MEASURES FOR HIGH-RISK MEDICATIONS, SUCH AS CHEMOTHERAPY, ANTICOAGULANTS, INSULIN AND OPIATES. OUR PROJECT WAS SELECTED FROM HOSPITALS AND HEALTH SYSTEMS ACROSS THE PHILADELPHIA REGION. IT RECEIVED HIGH SCORES ON THE AWARD'S EVALUATION CRITERIA, INCLUDING EVIDENCE OF SIGNIFICANT AND SUSTAINED IMPROVEMENT IN QUALITY OR PATIENT SAFETY; INNOVATION; LEADERSHIP AND ORGANIZATIONAL COMMITMENT TO IMPROVEMENT; A MULTIDISCIPLINARY APPROACH; AND THE POTENTIAL FOR REPLICATION IN OTHER HEALTHCARE ORGANIZATIONS. MASTERY AWARD RECOGNITION FOR PERFORMANCE EXCELLENCE ---------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS RECEIVED THE MASTERY AWARD RECOGNITION FROM THE KEYSTONE ALLIANCE FOR PERFORMANCE EXCELLENCE (KAPE) PROGRAM. THE MASTERY AWARD RECOGNIZES ORGANIZATIONS THAT DEMONSTRATE SIGNIFICANT PROGRESS TOWARD PERFORMANCE EXCELLENCE THROUGH COMMITMENT AND PRACTICE. JEFFERSON PARTICIPATES IN THE KAPE PROGRAM THE STATEWIDE PENNSYLVANIA PROGRAM WHICH FOLLOWS BEST PRACTICES AS DEFINED BY THE BALDRIGE CRITERIA FOR PERFORMANCE EXCELLENCE. THE PROGRAM HELPS JEFFERSON STRIVE FOR EXCELLENCE THROUGH CONTINUOUS IMPROVEMENT, BEST PRACTICE SHARING, AND ANNUAL EXTERNAL REVIEW. OPPORTUNITIES TO IMPROVE OUTCOMES AND PERFORMANCE ARE IDENTIFIED AND INCORPORATED INTO JEFFERSONS STRATEGY IN ORDER TO ENHANCE WORKFORCE ENGAGEMENT AND PRODUCTIVITY AS WELL AS CUSTOMER AND STAKEHOLDER SATISFACTION. AMERICAN COLLEGE OF SURGEONS NATIONAL SURGICAL QUALITY IMPROVEMENT -------------------------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITAL IS A PARTICIPATING SITE FOR THE ACS NATIONAL SURGICAL QUALITY IMPROVEMENT PROGRAM (ACS NSQIP). THE ACS NSQIP IS THE FIRST NATIONALLY VALIDATED, RISK-ADJUSTED, OUTCOMES-BASED PROGRAM TO MEASURE AND IMPROVE THE QUALITY OF SURGICAL CARE. THE PROGRAM EMPLOYS A PROSPECTIVE, PEER-CONTROLLED, VALIDATED DATABASE TO QUANTIFY 30-DAY RISK-ADJUSTED SURGICAL OUTCOMES, WHICH ALLOWS VALID COMPARISON OF OUTCOMES AMONG ALL HOSPITALS IN THE PROGRAM. PARTICIPATING HOSPITALS AND THEIR SURGICAL STAFF ARE PROVIDED WITH THE TOOLS, REPORTS, ANALYSIS AND SUPPORT NECESSARY TO MAKE INFORMED DECISIONS ABOUT IMPROVING QUALITY OF CARE. LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER & SPINAL CORD INJURY CENTER ------------------------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS' EMERGENCY DEPARTMENT IS AN OFFICIALLY DESIGNATED LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER. IT IS ONE OF ONLY 18 HOSPITALS IN THE UNITED STATES THAT IS BOTH AN OFFICIAL TRAUMA CENTER AND A FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTER. JEFFERSON, IN AFFILIATION WITH MAGEE REHABILITATION HOSPITAL, IS DESIGNATED AS ONE OF THE NATION'S 14 MODEL SPINAL CORD INJURY CENTERS BY THE NATIONAL INSTITUTE ON DISABILITY AND REHABILITATION RESEARCH. THE ONLY SUCH FACILITY IN THE DELAWARE VALLEY, THE CENTER HAS TREATED MORE THAN 3,000 PERSONS WITH SPINAL CORD INJURIES AND SIGNIFICANTLY REDUCED THE SEVERE SECONDARY COMPLICATIONS OF TRAUMATIC SPINAL CORD INJURY. BLUE DISTINCTION AWARD ---------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS EARNED THE BLUE DISTINCTION AWARD FROM BLUE CROSS AND BLUE SHIELD ASSOCIATION FOR DEMONSTRATING EXPERTISE IN DELIVERING QUALITY HEALTH CARE IN THE FOLLOWING SPECIALTIES: COMPLEX AND RARE CANCERS, CARDIAC CARE, BARIATRIC SURGERY, SPINE SURGERY, AND TRANSPLANTS. THIS AWARD DESIGNATION SERVES AS A GUIDE IN SELECTING QUALITY SPECIALTY CARE. HEALTHGRADES ------------ HEALTHGRADES IS A LONGSTANDING LEADER IN MAKING INFORMATION ON PHYSICIANS AND HOSPITALS MORE ACCESSIBLE AND TRANSPARENT. THEY PROVIDES CONSUMERS WITH INFORMATION ABOUT CLINICAL OUTCOMES, SATISFACTION, SAFETY AND HEALTH CONDITIONS. HEALTHGRADES HAVE ISSUED 5-STAR RATINGS TO ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL AND TJUH FOR HIP AND KNEE REPLACEMENT, WHILE ABINGTON HOSPITAL - JEFFERSON HEALTH WAS RECOGNIZED FOR ITS PACEMAKER PROCEDURES. |
| CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION. |
| CORE FORM, PART VI, SECTION A; QUESTION 2 | MICHAEL J. HELLER, CHARLES G. KOPP, ESQ. & MARK L. ALDERMAN, ESQ. - BUSINESS RELATIONSHIP; MICHAEL J. HELLER & IRA LUBERT - BUSINESS RELATIONSHIP; AND HYMAN R. KAHN, M.D. & JACK FARBER - BUSINESS RELATIONSHIP. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. TJUH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF TJUH SYSTEM, INC. ACCORDINGLY, TJU HAS THE ULTIMATE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S GOVERNING BODY HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE SYSTEM'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL & ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATE FINANCE & CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND THE ASSOCIATE VICE PRESIDENT & ENTERPRISE CONTROLLER ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE SYSTEM'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTIONS OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. |
| CORE FORM, PART VII AND SCHEDULE J | CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART X; LINE 25 | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2006B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2009A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018C; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, INC., EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - ARIA HEALTH, EIN: 23-0596940 - ARIA HEALTH SYSTEM, EIN: 23-2239131 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED IN THE FORM 990 OF THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $3,977,040; - DISTRIBUTION TO MINORITY INTEREST - ($9,400,000); - UNRESTRICTED EQUITY TRANSFER - ($195,036); - NET ASSETS RELEASED FROM RESTRICTION TO PURCHASE PROPERTY, PLANT & EQUIPMENT - $127,200; - OTHER CHANGES IN UNRESTRICTED NET ASSETS - $1,358,392; - TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTION FOR ENDOWMENTS - ($1,844,049); - TEMPORARILY RESTRICTED NET ASSETS RELEASED FROM RESTRICTION FOR OPERATIONS - ($2,880,192); - TEMPORARILY RESTRICTED EQUITY TRANSFER - $71,881; AND - CHANGE IN VALUE OF EXTERNAL TRUSTS - $65,033. |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF ENDOSCOPY CENTER AT BALA LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TJU 601 WALNUT ST STE 925E | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474487777 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $2,531,190 | TotalIncomeAmt |
| End Of Year Assets | $2,432,910 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TJUH | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS JEFFERSON UNIVERSITY | ||||||||||
| 601 WALNUT STREET SUITE 925E | PHILADELPHIA | PA | 19106 | 231352651 | EDUCATION | PA | 501(C)(3) | 509(A)(1) | NA | false |
| TJUH SYSTEM INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 263026795 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | false |
| JEFFERSON UNIVERSITY PHYSICIANS | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232809585 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 464855345 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(3) | JUP | false |
| JEFFERSON PHYSICIAN SERVICES | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 233026939 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON MEDICAL CARE | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232858320 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | JPS | false |
| METHODIST ASSOCIATES IN HEALTHCARE INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232678055 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| METHODIST ASSOC IN HEALTHCARE OF NJ PC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 233537847 | HEALTH SVCS. | NJ | 501(c)(3) | 509(A)(2) | MAHC | false |
| JEFFEX INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622009 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| EMERGENCY TRANSPORT ASSOCIATES INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622004 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| WALNUT HOME THERAPEUTICS INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622006 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| SUTHBREIT PROPERTIES LTD | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232214351 | REAL ESTATE | PA | 501(c)(2) | JEFFEX INC | false | |
| ABINGTON HEALTH | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 271243803 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | false |
| ABINGTON MEMORIAL HOSPITAL | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| LANSDALE HOSPITAL CORPORATION | ||||||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| ABINGTON HEALTH FOUNDATION | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 232188052 | FUNDRAISING | PA | 501(C)(3) | 509(A)(1) | AH | false |
| ARIA HEALTH SYSTEM | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232239131 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJU | false |
| ARIA HEALTH | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 230596940 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | AHS | false |
| ARIA HEALTH PHYSICIAN SERVICES | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232691968 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | AHS | false |
| ARIA HEALTH ORTHOPAEDICS | ||||||||||
| 380 NORTH OXFORD VALLEY ROAD | LANGHORNE | PA | 19047 | 460779942 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(2) | AHS | false |
| JEFFERSON HEALTH - NORTHEAST FOUNDATION | ||||||||||
| 2780 BRISTOL PIKE | BENSALEM | PA | 19020 | 237318683 | FUNDRAISING | PA | 501(C)(3) | 509(A)(3) | AH | false |
| PHILADELPHIA UNIVERSITY | ||||||||||
| SCHOOL HOUSE LN AND HENRY AVE | PHILADELPHIA | PA | 19144 | 231352294 | EDUCATION | PA | 501(C)(3) | 509(A)(1) | TJU | false |
| KENNEDY HEALTH SYSTEM INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222442036 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(1) | TJU | false |
| KENNEDY UNIVERSITY HOSPITAL INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 221773439 | HEALTH SVCS. | NJ | 501(C)(3) | HOSPITAL | KHS | false |
| KENNEDY HEALTH CARE FOUNDATION INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 800550282 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | KHS | false |
| KENNEDY PROPERTY CORPORATION | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222442034 | REAL ESTATE | NJ | 501(C)(3) | 509(A)(3) | KHS | false |
| STAT MEDICAL TRANSPORT INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222443981 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | KHS | false |
| KENNEDY HEALTH FACILITIES INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222442032 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(3) | KHS | false |
| KENNEDY MEDICAL GROUP PRACTICE PC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 461420853 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | KHS | false |
| MAGEE REHABILITATION HOSPITAL | ||||||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | 231476328 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | TJU | false |
| FIVE POINTE PROFESSIONAL LIAB INSURANCE | ||||||||||
| 1105 N MARKET STREET | WILMINGTON | DE | 19899 | 204191006 | INSURANCE | DE | 501(C)(3) | 509(A)(3) | NA | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1100 WALNUT ASSOC | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332396 | MEDICAL OFFICE | PA | NA | ||||||
| JEFF UNIV RAD ASSOC | |||||||||||||
| 840 CRESCENT CTR DR | FRANKLIN | TN | 37067 | 412043518 | HEALTH SVCS. | PA | TJUH | RELATED | $1,561,237 | $1,968,682 | false | false | 0.80000 |
| JEFF COMP CONC CTR | |||||||||||||
| 4050 S 26TH ST | PHILADELPHIA | PA | 19145 | 464254983 | HEALTH SVCS. | PA | TJUHJUP | RELATED | $37,813 | $485,481 | false | false | 0.32500 |
| RIVERVIEW SURG CTR LP | |||||||||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263910345 | HEALTH SVCS. | PA | TJUH | RELATED | $2,406,837 | $2,197,174 | false | false | 0.50490 |
| RIVERVIEW SURG CTR LLC | |||||||||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263911509 | HEALTH SVCS. | PA | TJUH | RELATED | $24,312 | $22,195 | false | false | 0.51000 |
| ROTHMAN ORTHO SPEC HOSP | |||||||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 270260289 | HEALTH SVCS. | PA | TJUH | RELATED | $8,647,785 | $11,827,878 | false | false | 0.54000 |
| JEFFHEDGE LLC | |||||||||||||
| 1301 2ND AVE | SEATTLE | WA | 98101 | 453214379 | INVESTMENTS | DE | NA | ||||||
| JUNIATA MED BLD | |||||||||||||
| 3 VILLAGE RD | HORSHAM | PA | 19044 | 232450132 | MEDICAL OFFICE | PA | NA | ||||||
| TMB ENTERPRISE | |||||||||||||
| 3 VILLAGE RD | HORSHAM | PA | 19044 | 232400586 | MEDICAL OFFICE | PA | NA | ||||||
| MED IMAGING ASSOC | |||||||||||||
| 2451 GRANT AVE | PHILADELPHIA | PA | 19114 | 232491498 | HEALTH SVCS. | PA | NA | ||||||
| GARDEN ST RAD LLC | |||||||||||||
| 1099 WHITE HORSE ROAD | VOORHEES | NJ | 08043 | 471323463 | RADIOLOGY | NJ | NA | ||||||
| KENNEDY CH SURG | |||||||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 472462625 | SURGERY CENTER | NJ | NA | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TJU INC | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232146678 | REAL ESTATE | PA | NA | C CORP. | false | |||
| WALNUT REALTY CO | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332416 | REAL ESTATE | PA | NA | C CORP. | false | |||
| ATRIUM CORPORATION | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232075587 | HEALTH SVCS. | PA | NA | C CORP. | false | |||
| HEALTHMARK INC | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232259593 | HEALTH SVCS. | PA | NA | C CORP. | false | |||
| JEFFERSON ACUTE CARE PHYSICIANS PC | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 472639286 | HEALTH SVCS. | PA | NA | C CORP. | false | |||
| JEFFCARE INC | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232830152 | HEALTH SVCS. | PA | NA | C CORP. | false | |||
| MID-ATLANTIC MATERNAL FETAL INSTITUTE | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232922471 | INACTIVE | PA | NA | C CORP. | false | |||
| MID-ATLANTIC MATERNAL FETAL INSTITUTE PC | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 223536371 | INACTIVE | NJ | NA | C CORP. | false | |||
| JEFFERSON PHYSICIAN SVCS OF CALIFORNIA | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 371856786 | INACTIVE | CA | NA | C CORP. | Yes (true) | $0 | $0 | 1.00000 |
| 925 WALNUT STREET CORP | ||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 841657497 | REAL ESTATE | PA | NA | S CORP. | false | |||
| SYSTEM SERVICE CORPORATION | ||||||||||||
| 1105 N MARKET STREET | WILMINGTON | DE | 19801 | 232218944 | HOLDING CO. | DE | NA | C CORP. | false | |||
| TF DEVELOPMENT LTD | ||||||||||||
| 3 VILLAGE ROAD | HORSHAM | PA | 19044 | 232197865 | REAL ESTATE | PA | NA | C CORP. | false | |||
| HEALTH CARE INC | ||||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 200214524 | HEALTH SVCS. | PA | NA | C CORP. | false | |||
| KENNEDY MANAGEMENT GROUP INC | ||||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 223347294 | MANAGEMENT | NJ | NA | C CORP. | false | |||
| PROFESSIONAL MEDICAL MANAGEMENT INC | ||||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222559690 | COLLECTION SVCS. | NJ | NA | C CORP. | false | |||
| KENNEDY ACCESS INCORPORATED | ||||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 472661672 | INACTIVE | NJ | NA | C CORP. | false | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | 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 | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART III, LINE 3 | DUE TO ITS SHARED DIRECT CONTROLLING ENTITY, TJUH SYSTEM, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (TJUH) IS DEEMED TO OWN BOTH ITS INDIVIDUAL INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, AS WELL AS THOSE OF ITS BROTHER/SISTER ENTITY, JEFFERSON UNIVERSITY PHYSICIANS (JUP). WHILE NEITHER TJUH NOR JUP HAVE AN INDIVIDUAL CONTROLLING INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, THEIR COLLECTIVE OWNERSHIP CONSTITUTES A CONTROLLING INTEREST IN THE PARTNERSHIP. |
| SCHEDULE R, PART V | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THIS ORGANIZATION AND ITS TAX-EXEMPT PARENT ENTITY, THOMAS JEFFERSON UNIVERSITY, ROUTINELY PAY EXPENSES FOR VARIOUS RELATED AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED. |