THOMAS JEFFERSON UNIVERSITY: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: THOMAS JEFFERSON UNIVERSITY (EIN 23-1352651)
Tax period: 2017-07-01 to 2018-06-30
Filed: 2019-05-14
IRS object ID: 201931349349302593
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 E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-14T09:28:46-05:00	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	231352651	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS JEFFERSON UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% PETER L DEANGELIS JR	InCareOfNm
Business Name Control	THOM	BusinessNameControlTxt
Phone	2155038344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	601 WALNUT STREET 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/CAO	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	22006220191345000084	FederalOriginalSubmissionId
Federal Original Submission Id	2019-05-14	FederalOriginalSubmissionIdDt
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	B4F49B62ABB70139397F9A781BA9C9E9BE652F2C	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	STEPHEN K KLASKO MD MBA	PrincipalOfficerNm

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)
Gross Receipts	$699,882,154	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	1824	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	44	VotingMembersGoverningBodyCnt
Voting Members Independent	40	VotingMembersIndependentCnt
Total Employee	5590	TotalEmployeeCnt
Total Volunteers	2212	TotalVolunteersCnt
Total Gross UBI	$3,862,148	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$3,763,840	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$40,274,409	PYContributionsGrantsAmt
CY Contributions Grants	$30,787,594	CYContributionsGrantsAmt
PY Program Service Revenue	$542,313,254	PYProgramServiceRevenueAmt
CY Program Service Revenue	$607,063,863	CYProgramServiceRevenueAmt
PY Investment Income	$13,618,761	PYInvestmentIncomeAmt
CY Investment Income	$50,056,736	CYInvestmentIncomeAmt
PY Other Revenue	$3,905,168	PYOtherRevenueAmt
CY Other Revenue	$8,968,794	CYOtherRevenueAmt
PY Total Revenue	$600,111,592	PYTotalRevenueAmt
CY Total Revenue	$696,876,987	CYTotalRevenueAmt
PY Grants And Similar Paid	$20,586,943	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$22,677,771	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$339,907,569	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$383,222,346	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,864,228	CYTotalFundraisingExpenseAmt
PY Other Expenses	$226,585,148	PYOtherExpensesAmt
CY Other Expenses	$272,146,285	CYOtherExpensesAmt
PY Total Expenses	$587,079,660	PYTotalExpensesAmt
CY Total Expenses	$678,046,402	CYTotalExpensesAmt
PY Revenues Less Expenses	$13,031,932	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$18,830,585	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,183,647,224	TotalAssetsBOYAmt
Total Assets EOY	$2,783,358,881	TotalAssetsEOYAmt
Total Liabilities BOY	$1,537,884,197	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$2,072,010,733	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$645,763,027	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$711,348,148	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THOMAS JEFFERSON UNIVERSITY ("TJU") IS 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. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$241,741,675	ExpenseAmt
Grant	$15,563,044	GrantAmt
Revenue	$252,644,719	RevenueAmt
Desc	EXPENSES INCURRED IN EDUCATING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS. THE SIDNEY KIMMEL MEDICAL COLLEGE PROVIDES UNDERGRADUATE MEDICAL EDUCATION. THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS PROVIDES UNDERGRADUATE AND GRADUATE EDUCATION IN A VARIETY OF FIELDS INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, BIOMEDICAL SCIENCES AND RADIOLOGIC SCIENCES. THE JEFFERSON COLLEGE OF NURSING OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS IN NURSING. THE JEFFERSON COLLEGE OF PHARMACY OFFERS A DOCTOR OF PHARMACY DEGREE AND THE JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES AND POPULATION HEALTH OFFER MASTERS AND DOCTORAL PROGRAMS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$107,982,991	ExpenseAmt
Grant	$7,114,727	GrantAmt
Revenue	$96,106,544	RevenueAmt
Desc	EXPENSES INCURRED IN PROVIDING BASIC AND CLINICAL SCIENCE RESEARCH EXTENDING FROM THE LABORATORY TO THE BEDSIDE AND INTO THE COMMUNITY. OUR CLINICAL AND RESEARCH TEAMS WORK TOGETHER TO ADDRESS TODAY'S MOST PRESSING HEALTH CONCERNS. PARTICULAR EMPHASIS IS PLACED ON RESEARCH IN THE FOLLOWING AREAS: CANCER AND CANCER BIOLOGY; CARDIAC AND CARDIOVASCULAR BIOLOGY; NEUROSCIENCE; POPULATION AND PUBLIC HEALTH; INFECTIOUS DISEASE AND VACCINES.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$255,504,659	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$267,028,441	RevenueAmt
Desc	EXPENSES INCURRED IN FUNCTIONING AS THE TAX-EXEMPT PARENT ORGANIZATION OF 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.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$605,229,325	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	Yes (true)	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	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	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	Yes (true)	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	1284	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	5590	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	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
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	44	GoverningBodyVotingMembersCnt
Independent Voting Member	40	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
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 (73 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
STEPHEN P CRANE
CHAIRMAN - TRUSTEE	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
RICHARD ROTHMAN MD
VICE CHAIRMAN - TRUSTEE	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
PATRICIA WELLENBACH
SECRETARY - TRUSTEE	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
RICHARD W HEVNER
TREASURER - TRUSTEE	5.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
ROBERT S ADELSON ESQ
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
DAVID ARCHIBALD EDD
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ROBERT I BARSKY DO
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
DAVID R BINSWANGER
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
JAY W BLUMENTHAL
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
IRA BRIND ESQ
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
THOMAS S BROWN ESQ
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
RONALD L CAPUTO
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ALFRED J D'ANGELO JR ESQ
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ROBERT DISTANISLAO
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
JOHN F DURANTE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
BRUCE K ENTWISLE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
WILLIAM FINN
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
H RICHARD HAVERSTICK JR
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)	$2,426,724	$0	$1,331,969
WILLIAM A LANDMAN
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MARVIN MASHNER
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
JOSEPH MARESSA JR ESQ
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
EILEEN MARTINSON
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
EDWARD F MCKENNA III
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
LESLIE MCNAMARA
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
AUSTIN A MEEHAN III PE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
RONALD J NAPLES
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
JOHN S OYLER ESQ
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
BRUCE B PAPARONE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
VIVIAN PINN MD
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
DUNCAN B PITCAIRN
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
DANIEL J RAGONE CPA
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
RICHARD T RILEY
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
CARO U ROCK
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
BENJAMIN V SANCHEZ ESQ CPA
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
PHILIP J SASSO MD
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
JOHN P SILVESTRI
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ALBERT E SMITH CPA
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
JOSEPH A SMITH
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MICHAEL SNEED
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
MERYLE TWERSKY ESQ
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
TRISTA WALKER
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
JOHN WALP
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
CRAIG WHITE
TRUSTEE	5.0	0.0	Yes (X)		$0	$0	$0
ROBERT J TRUITT LHD
TRUSTEE (TERM 12/2017)	5.0	0.0	Yes (X)		$0	$0	$0
EDWARD A TURZANSKI
TRUSTEE (TERM 1/2018)	5.0	0.0	Yes (X)		$0	$0	$0
CRISTINA G CAVALIERI ESQ
ASST SEC-EVP CHIEF LEG COUNSEL	60.0	0.0		Yes (X)	$1,089,509	$0	$277,764
PETER L DEANGELIS JR
ASST TREAS - EVP, CFO & CAO	60.0	0.0		Yes (X)	$1,281,132	$0	$414,735
BRUCE A MEYER MD MBA
EVP, TJU & PRES JH (EFF 9/17)	60.0	0.0		Yes (X)	$517,522	$0	$178,714
LAURENCE M MERLIS
EVP, STRATEGIC PTPS (EFF 5/18)	60.0	0.0		Yes (X)	$1,783,831	$436,014	$630,721
MARK L TYKOCINSKI MD
EVP, ACAD AFF & PROVOST TJU	60.0	0.0		Yes (X)	$1,521,129	$0	$270,106
ANNE BOLAND DOCIMO MD MBA
EVP, POPULATION HEALTH & CCTO	55.0	0.0		Yes (X)	$1,150,535	$0	$258,620
KATHLEEN KINSLOW CRNA MBA
EVP, CHIEF INTEGRATION OFFICER	55.0	0.0		Yes (X)	$1,005,233	$244,242	$364,323
JOHN C EKARIUS
EVP, CHIEF OF STAFF	55.0	0.0		Yes (X)	$996,793	$0	$267,850
KATHLEEN GALLAGHER
EVP, COO - THOMAS JEFF. UNIV.	55.0	0.0		Yes (X)	$922,904	$0	$331,245
ELIZABETH DALE EDD
EVP, CHIEF ADVANCEMENT OFFICER	55.0	0.0		Yes (X)	$839,669	$0	$319,282
JEFFREY STEVENS
EVP, CHIEF HUMAN RES. OFFICER	55.0	0.0		Yes (X)	$826,306	$0	$314,601
CHARLES G LEWIS
EVP, CHIEF GRWTH&MRKT OFFICER	55.0	0.0		Yes (X)	$666,760	$0	$297,661
ROSALYN RITTS PHD
EVP, CHIEF INNOVATION OFFICER	55.0	0.0		Yes (X)	$570,082	$0	$75,062
JOSEPH HILL
SVP, CHIEF DIVERSITY OFFICER	55.0	0.0		Yes (X)	$427,595	$0	$49,764
ALFRED C SALVATO
SVP, CAPITAL MANAGEMENT & CIO	55.0	0.0			$703,634	$0	$83,062	Yes (X)
MICHAEL J VERGARE MD
EVP, PARTNERSHIPS&AFFILIATIONS	55.0	0.0			$685,297	$4,636	$57,301	Yes (X)
RONALD BOWLAN
SVP, FACILITIES & CAMPUS PLAN.	55.0	0.0			$453,168	$0	$54,536	Yes (X)
STEPHEN SPINELLI
CHANCELLOR	55.0	0.0			$312,435	$203,228	$205,152	Yes (X)
ROBERT H ROSENWASSER MD
PROFESSOR & JUP PHYSICIAN	50.0	0.0			$1,665,431	$283,250	$252,007		Yes (X)
WILLIAM M KEANE MD
PROFESSOR & JUP PHYSICIAN	50.0	0.0			$887,020	$812,500	$95,466		Yes (X)
JAMES S HARROP MD
PROFESSOR & JUP PHYSICIAN	50.0	0.0			$242,520	$1,139,195	$75,094		Yes (X)
CHARLES J YEO MD FACS
PROFESSOR & JUP PHYSICIAN	50.0	0.0			$576,557	$662,850	$104,931		Yes (X)
MARC R ROSEN MD
PROFESSOR & JUP PHYSICIAN	50.0	0.0			$114,274	$1,096,492	$65,014		Yes (X)
STEVEN E MCKENSIZE MDPHD
FORMER OFFICER	50.0	0.0			$315,773	$61,395	$56,440			Yes (X)
THEODORE F TARASCHI PHD
FORMER OFFICER	50.0	0.0			$267,129	$0	$49,710			Yes (X)
PRAVEEN CHOPRA
FORMER OFFICER	0.0	0.0			$754,588	$0	$50,312			Yes (X)
JOHN J KELLY MD
FORMER OFFICER	0.0	0.0			$0	$972,128	$17,848			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$23,003,550	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$5,915,930	TotReportableCompRltdOrgAmt
Total Other Compensation	$6,549,290	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	753	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
GE HEALTHCARE IITS USA CORP
15724 COLLECTIONS CENTER DRIVE	CHICAGO	IL	60693	IT	$13,073,988
HARMELIN ASSOCIATES INC
525 RIGHTERS FERRY ROAD	BALA CYNWYD	PA	19004	ADVERTISING	$3,274,176
HA STORAGE SYSTEMS INC
11479 VALLEY VIEW ROAD	EDEN PRAIRIE	MN	55344	IT	$3,200,903
NBBJ LP
PO BOX 742088	LOS ANGELES	CA	900742088	ARCHITECTURE	$3,189,287
CANUSO JORDEN INC
1839 BUSTLETON PIKE	FEASTERVILLE	PA	19053	CONSTRUCTION	$3,067,390

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	113	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$239,778	FundraisingAmt
Related Organizations	$85,000	RelatedOrganizationsAmt
Government Grants	$1,000,000	GovernmentGrantsAmt
All Other Contributions	$29,462,816	AllOtherContributionsAmt
Noncash Contributions	$2,623,981	NoncashContributionsAmt
Total Contributions	$30,787,594	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION	611300	$252,644,719	$252,644,719
ACADEMIC RESEARCH	547712	$96,106,544	$96,106,544
RENTAL INCOME FROM AFFILIATES	351190	$2,125,137	$2,125,137
PROGRAM SERVICE RELATED REVENUE	611300	$256,187,463	$256,187,463

Field	Value	IRS element (for citing)
Total Program Service Revenue	$607,063,863	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,593,735	TotalRevenueColumnAmt
Unrelated Business Revenue	$802,951	UnrelatedBusinessRevenueAmt
Exclusion	$790,784	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	$2,753,062	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$2,500,109	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$252,953	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$252,953	TotalRevenueColumnAmt
Exclusion	$252,953	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$48,463,001	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$48,463,001	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$48,463,001	TotalRevenueColumnAmt
Unrelated Business Revenue	$3,052,540	UnrelatedBusinessRevenueAmt
Exclusion	$45,410,461	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$505,058	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$239,778	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$505,058	FundraisingDirectExpensesAmt
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
PARKING	541800	$8,709,184	$8,709,184
BOOKSTORE	541800	$6,657		$6,657

Field	Value	IRS element (for citing)
Other Revenue Total	$8,715,841	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$696,876,987	TotalRevenueColumnAmt
Related Or Exempt Func Income	$615,773,047	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$3,862,148	UnrelatedBusinessRevenueAmt
Exclusion	$46,454,198	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$5,349,527	TotalAmt
Program Services	$5,349,527	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$15,563,044	TotalAmt
Program Services	$15,563,044	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$1,765,200	TotalAmt
Program Services	$1,765,200	ProgramServicesAmt

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	$23,823,907	TotalAmt
Program Services	$21,346,660	ProgramServicesAmt
Management And General	$2,085,519	ManagementAndGeneralAmt
Fundraising	$391,728	FundraisingAmt

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	$287,242,684	TotalAmt
Program Services	$257,374,741	ProgramServicesAmt
Management And General	$25,144,915	ManagementAndGeneralAmt
Fundraising	$4,723,028	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$13,760,231	TotalAmt
Program Services	$12,329,421	ProgramServicesAmt
Management And General	$1,204,555	ManagementAndGeneralAmt
Fundraising	$226,255	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$38,650,299	TotalAmt
Program Services	$34,631,381	ProgramServicesAmt
Management And General	$3,383,405	ManagementAndGeneralAmt
Fundraising	$635,513	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$19,745,225	TotalAmt
Program Services	$18,018,755	ProgramServicesAmt
Management And General	$1,467,591	ManagementAndGeneralAmt
Fundraising	$258,879	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$706,983	TotalAmt
Program Services	$706,983	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$5,590,180	TotalAmt
Program Services	$4,963,147	ProgramServicesAmt
Management And General	$627,033	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,616,087	TotalAmt
Program Services	$1,253,026	ProgramServicesAmt
Management And General	$363,061	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$727,324	TotalAmt
Program Services	$617,490	ProgramServicesAmt
Management And General	$109,834	ManagementAndGeneralAmt

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	$5,081,554	TotalAmt
Program Services	$5,081,554	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$56,549,292	TotalAmt
Program Services	$45,574,705	ProgramServicesAmt
Management And General	$10,765,646	ManagementAndGeneralAmt
Fundraising	$208,941	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$15,056,159	TotalAmt
Program Services	$11,735,220	ProgramServicesAmt
Management And General	$3,320,204	ManagementAndGeneralAmt
Fundraising	$735	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$16,897,377	TotalAmt
Program Services	$14,961,057	ProgramServicesAmt
Management And General	$1,528,080	ManagementAndGeneralAmt
Fundraising	$408,240	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$26,146,313	TotalAmt
Program Services	$20,438,887	ProgramServicesAmt
Management And General	$5,564,574	ManagementAndGeneralAmt
Fundraising	$142,852	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$31,841,693	TotalAmt
Program Services	$24,971,965	ProgramServicesAmt
Management And General	$6,493,309	ManagementAndGeneralAmt
Fundraising	$376,419	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$17,226,661	TotalAmt
Program Services	$16,847,364	ProgramServicesAmt
Management And General	$243,954	ManagementAndGeneralAmt
Fundraising	$135,343	FundraisingAmt

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	$1,881,234	TotalAmt
Program Services	$1,710,891	ProgramServicesAmt
Management And General	$163,790	ManagementAndGeneralAmt
Fundraising	$6,553	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$9,303,351	TotalAmt
Program Services	$9,303,351	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$28,088,067	TotalAmt
Program Services	$28,088,067	ProgramServicesAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	-$2,686,211	TotalAmt
Program Services	-$3,049,424	ProgramServicesAmt
Management And General	$363,213	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
RESEARCH SUPPLIES	$10,371,341	$10,371,209	$132	$0
REPAIRS & MAINTENANCE	$7,784,763	$6,439,432	$1,345,331	$0
DUES & SUBSCRIPTIONS	$8,273,274	$7,480,260	$778,554	$14,460
MEDICAL SUPPLIES	$7,345,424	$7,345,275	$149	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$24,345,419	TotalAmt
Program Services	$24,010,137	ProgramServicesAmt
Fundraising	$335,282	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$678,046,402	TotalAmt
Program Services	$605,229,325	ProgramServicesAmt
Management And General	$64,952,849	ManagementAndGeneralAmt
Fundraising	$7,864,228	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	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$25,183,523	BOYAmt
EOY	$105,463,201	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$111,359,436	BOYAmt
EOY	$101,996,292	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$14,649,777	BOYAmt
EOY	$15,986,725	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$300,000	BOYAmt
EOY	$300,000	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	$26,280,896	BOYAmt
EOY	$24,044,207	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,271,869	BOYAmt
EOY	$1,565,696	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$19,613,672	BOYAmt
EOY	$22,534,300	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$869,848,633	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$481,317,309	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$364,167,318	BOYAmt
EOY	$388,531,324	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	$725,650,965	BOYAmt
EOY	$983,708,293	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$895,169,768	BOYAmt
EOY	$1,139,228,843	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,183,647,224	BOYAmt
EOY	$2,783,358,881	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$108,265,490	BOYAmt
EOY	$178,770,399	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	$20,190,624	BOYAmt
EOY	$20,967,162	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,173,738,791	BOYAmt
EOY	$1,674,287,074	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	$102,558	BOYAmt
EOY	$76,050	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	$235,586,734	BOYAmt
EOY	$197,910,048	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,537,884,197	BOYAmt
EOY	$2,072,010,733	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$213,274,712	BOYAmt
EOY	$267,618,094	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$217,076,911	BOYAmt
EOY	$219,733,307	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$215,411,404	BOYAmt
EOY	$223,996,747	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$645,763,027	BOYAmt
EOY	$711,348,148	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,183,647,224	BOYAmt
EOY	$2,783,358,881	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$18,830,585	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$760,442	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$50,000	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	$45,944,094	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	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$98,330,919	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,423,898	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$56,883,580	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,274,409	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,787,594	CurrentTaxYearAmt
Total	$244,700,400	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$98,330,919	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$18,423,898	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$56,883,580	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$40,274,409	CurrentTaxYearMinus1YearAmt
Current Tax Year	$30,787,594	CurrentTaxYearAmt
Total	$244,700,400	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$14,966,145	SubstantialContributorsTotAmt
Public Support Total170	$229,734,255	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,043,995	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,962,114	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,469,379	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,198,680	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,346,797	CurrentTaxYearAmt
Total	$49,020,965	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

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

Field	Value	IRS element (for citing)
Total Support	$293,721,365	TotalSupportAmt
Gross Receipts Rltd Activities	$2,415,164,820	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.78215	PublicSupportCY170Pct
Public Support PY170	0.73160	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

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	$727,324	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Total Lobbying Expenditures	$727,324	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINES 1G & 1I	FormAndLineReferenceDesc
Explanation	DURING THE YEAR ENDED JUNE 30, 2018 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $725,690 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2018. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,635 DURING THE FISCAL YEAR ENDED JUNE 30, 2018.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$5,603,766	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	false	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$539,088,000	BeginningYearBalanceAmt
Contributions	$15,919,000	ContributionsAmt
Investment Earnings Or Losses	$39,911,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,851,000	GrantsOrScholarshipsAmt
Other Expenditures	$21,833,000	OtherExpendituresAmt
Administrative Expenses	$4,169,000	AdministrativeExpensesAmt
End Year Balance	$564,065,000	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$500,942,000	BeginningYearBalanceAmt
Contributions	$13,919,000	ContributionsAmt
Investment Earnings Or Losses	$54,168,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,606,000	GrantsOrScholarshipsAmt
Other Expenditures	$21,368,000	OtherExpendituresAmt
Administrative Expenses	$3,967,000	AdministrativeExpensesAmt
End Year Balance	$539,088,000	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$437,750,000	BeginningYearBalanceAmt
Contributions	$81,445,000	ContributionsAmt
Investment Earnings Or Losses	$6,704,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$4,433,000	GrantsOrScholarshipsAmt
Other Expenditures	$17,419,000	OtherExpendituresAmt
Administrative Expenses	$3,105,000	AdministrativeExpensesAmt
End Year Balance	$500,942,000	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$375,697,000	BeginningYearBalanceAmt
Contributions	$63,928,000	ContributionsAmt
Investment Earnings Or Losses	$19,241,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,636,000	GrantsOrScholarshipsAmt
Other Expenditures	$14,511,000	OtherExpendituresAmt
Administrative Expenses	$2,969,000	AdministrativeExpensesAmt
End Year Balance	$437,750,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$336,657,000	BeginningYearBalanceAmt
Contributions	$15,559,000	ContributionsAmt
Investment Earnings Or Losses	$44,062,000	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,337,000	GrantsOrScholarshipsAmt
Other Expenditures	$14,340,000	OtherExpendituresAmt
Administrative Expenses	$2,904,000	AdministrativeExpensesAmt
End Year Balance	$375,697,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.49530	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.29890	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.20580	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$47,576,178	OtherCostOrOtherBasisAmt
Book Value	$47,576,178	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$572,105,729	OtherCostOrOtherBasisAmt
Depreciation	$334,543,739	DepreciationAmt
Book Value	$237,561,990	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,223,885	OtherCostOrOtherBasisAmt
Book Value	$9,223,885	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$213,712,857	OtherCostOrOtherBasisAmt
Depreciation	$146,773,570	DepreciationAmt
Book Value	$66,939,287	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$27,229,984	OtherCostOrOtherBasisAmt
Book Value	$27,229,984	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$388,531,324	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ASSETS WHOSE USE IS LIMITED	$265,740,290	F
SHORT-TERM INVESTMENTS	$124,530,033	F
LONG-TERM INVESTMENTS	$593,437,970	F

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$983,708,293	TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$1,118,249,366
OTHER RECEIVABLES	$9,095,401
OTHER ASSETS	$11,884,076

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$1,139,228,843	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
GRANT & CONTRACT ADVANCES	$25,730,330
FEDERAL STUDENT LOAN ADVANCES	$9,267,258
ACCRUED PENSION LIABILITY	$124,780,180
OTHER LIABILITIES	$38,132,280

Field	Value	IRS element (for citing)
Total Liability	$197,910,048	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART III; QUESTION 4

THE ORGANIZATION MAINTAINS A COLLECTION OF PORTAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION.

SCHEDULE D, PART V; QUESTION 4

ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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: THOMAS JEFFERSON UNIVERSITY'S ("TJU'S") 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.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I; QUESTION 3

THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER.

SCHEDULE E, PART I; QUESTION 6

DURING THE FISCAL YEAR ENDED JUNE 30, 2018, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. PLEASE REFER TO CORE FORM, PART VIII, LINE 1E FOR THIS AMOUNT.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)	Grantmaking	$998,131
South Asia	Grantmaking	$735,554
Middle East and North Africa	Grantmaking	$13,199
South America	Grantmaking	$8,316
North America	Grantmaking	$10,000
Europe (Including Iceland and Greenland)	Investments	$28,269,485
East Asia and the Pacific	Investments	$23,357,742
South America	Investments	$632,125
North America	Investments	$17,481,509
Central America and the Caribbean	Investments	$75,874,939
Middle East and North Africa	Investments	$183
Europe (Including Iceland and Greenland)	Investments	$1,753,045

Field	Value	IRS element (for citing)
Subtotal Spent	$149,134,228	SubtotalSpentAmt
Total Spent	$149,134,228	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)	SPONSORED	$47,144	ACH
Europe (Including Iceland and Greenland)	SPONSORED	$740,422	ACH
Europe (Including Iceland and Greenland)	SPONSORED	$55,874	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	$125,815	ACH
South Asia	SPONSORED	$735,554	ACH
Europe (Including Iceland and Greenland)	SPONSORED	$18,343	ACH
Middle East and North Africa	SPONSORED	$13,199	ACH
Europe (Including Iceland and Greenland)	SPONSORED	$10,534	ACH
South America	SPONSORED	$8,316	ACH
North America	SPONSORED	$10,000	ACH

Field	Value	IRS element (for citing)
Total501c3 Org	9	Total501c3OrgCnt
Total Other Org	1	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE F, PART I; LINE 2

THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.

SCHEDULE F, PART IV; QUESTION 5

THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2018. HOWEVER, THE ORGANIZATION DID NOT MEET THE REPORTING THRESHOLDS REQUIRED TO FILE ANY FORMS 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA	Event1Nm
Gross Receipts Event1	$744,836	GrossReceiptsEvent1Amt
Charitable Contri Event1	$239,778	CharitableContriEvent1Amt
Gross Revenue Event1	$505,058	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$249,721	RentFacilityCostsEvent1Amt
Other Direct Expenses Event1	$255,337	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$744,836	GrossReceiptsTotalAmt
Charitable Contributions Tot	$239,778	CharitableContributionsTotAmt
Gross Revenue Total Events	$505,058	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$249,721	RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events	$255,337	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$505,058	DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (68 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
Albert Einstein Med College of Yeshiva UniV
1300 Morris Park Ave	BRONX	NY	104611975	131624225	501(C)(3)	$18,125	PROGRAM SUPPORT
Albert Einstein Healthcare Network
5501 Old York RD	Philadelphia	PA	19141	232290323	501(C)(3)	$11,590	PROGRAM SUPPORT
ARCADIA UNIVERSITY
450 SOUTH EASTON ROAD	GLENSIDE	PA	19038	231352620	501(C)(3)	$15,407	PROGRAM SUPPORT
BAYLOR COLLEGE OF MEDICINE
1 BAYLOR PLAZA	HOUSTON	TX	77030	741613878	501(C)(3)	$39,707	PROGRAM SUPPORT
Beth Israel Deaconess Medical Center Inc
330 Brookline Avenue	Boston	MA	022155491	042103881	501(C)(3)	$36,420	PROGRAM SUPPORT
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREET	BOSTON	MA	02115	042312909	501(C)(3)	$296,087	PROGRAM SUPPORT
CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVD	LOS ANGELES	CA	90048	951652905	501(C)(3)	$11,300	PROGRAM SUPPORT
Center in the Park
5818 Germantown Avenue	Philadelphia	PA	191442139	231919016	501(C)(3)	$38,734	PROGRAM SUPPORT
CHILDRENS HOSPITAL OF PHILADELPHIA
3516 Civic Ctr BLVD	Philadelphia	PA	19104	231352166	501(C)(3)	$220,398	PROGRAM SUPPORT
CHRISTIANA CARE HEALTH SERVICES INC
PO BOX 2653	WILMINGTON	DE	19805	510103684	501(C)(3)	$22,058	PROGRAM SUPPORT
THE CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE RD	INDEPENDENCE	OH	44131	340714585	501(C)(3)	$106,589	PROGRAM SUPPORT
Dana Farber Cancer Institute Inc
450 Brookline Avenue	Boston	MA	022155450	042663040	501(C)(3)	$19,683	PROGRAM SUPPORT
DREXEL UNIVERSITY COLLEGE OF MEDICINE
1505 Race Street 10th Floor	PHILADELPHIA	PA	191021119	231352630	501(C)(3)	$233,266	PROGRAM SUPPORT
DUKE UNIVERSITY
2200 W MAIN STREET-ERWIN SQR PLAZA	DURHAM	NC	277054640	560532129	501(C)(3)	$13,691	PROGRAM SUPPORT
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROAD	BOCA RATON	FL	33431	650385507	501(C)(3)	$208,662	PROGRAM SUPPORT
FLORIDA STATE UNIVERSITY
282 CHAMPIONS WAY	TALLAHASSEE	FL	32306	591961248	501(C)(3)	$22,519	PROGRAM SUPPORT
GENERAL ELECTRIC COMPANY
1 RESEARCH CIRCLE	NISKAYUNA	NY	12309	140689340	501(C)(3)	$356,897	PROGRAM SUPPORT
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVE	FAIRFAX	VA	22030	540836354	115	$16,953	PROGRAM SUPPORT
GEORGE WASHINGTON UNIVERSITY
2121 EYE STREET NW RICE HALL STE 6	WASHINGTON	DC	200520001	530196584	501(C)(3)	$126,098	PROGRAM SUPPORT
GEORGETOWN UNIVERSITY
4000 RESERVOIR ROAD	WASHINGTON	DC	20007	530196603	501(C)(3)	$68,058	PROGRAM SUPPORT
GEORGIA STATE UNIV RESEARCH FDN
PO BOX 3999	ATLANTA	GA	30302	581845423	501(C)(3)	$152,268	PROGRAM SUPPORT
HIAS and Council Migration Services Inc
2100 Arch Street	Philadelphia	PA	191031300	231405597	501(C)(3)	$5,571	PROGRAM SUPPORT
ICAHN SCHOOL OF MEDICINE-MOUNT SINAI
1 GUSTAVE L LEVY PLACE	NEW YORK	NY	10029	136171197	501(C)(3)	$43,512	PROGRAM SUPPORT
Infectious Disease Research Institute
1616 Eastlake Avenue Suite 400	Seattle	WA	981023797	911608978	501(C)(3)	$145,421	PROGRAM SUPPORT
JACKSON LABORATORY
600 MAIN STREET	BAR HARBOR	ME	04609	010211513	501(C)(3)	$50,496	PROGRAM SUPPORT
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD	BALTIMORE	MD	21211	520595110	501(C)(3)	$254,295	PROGRAM SUPPORT
LANKENAU INSTITUTE FOR MED RESEARCH
100 LANCASTER AVENUE	WYNNEWOOD	PA	19096	232175659	501(C)(3)	$48,039	PROGRAM SUPPORT
LEHIGH VALLEY HEALTH NETWORK
1200 S CEDAR CREST BLVD	ALLENTOWN	PA	18103	231689692	501(C)(3)	$12,323	PROGRAM SUPPORT
Leland Stanford Junior Institute
3160 Porter Drive	Pal Alto	CA	943048445	941156365	501(C)(3)	$21,647	PROGRAM SUPPORT
MAGEE REHABILITATION HOSPITAL
1513 RACE STREET	PHILADELPHIA	PA	19102	231476328	501(C)(3)	$49,104	PROGRAM SUPPORT
Maternity Care Coalition
2000 Hamilton St Ste 205	Philadelphia	PA	19130	232200410	501(C)(3)	$32,536	PROGRAM SUPPORT
Mazzoni Center
1348 Bainbridge ST	Philadelphia	PA	19147	232176338	501(C)(3)	$7,670	PROGRAM SUPPORT
MEE PRODUCTIONS INC
1 WINDING DR STE 203	PHILADELPHIA	PA	19131	232618368		$41,799	PROGRAM SUPPORT
METROHEALTH SYSTEM
2500 METROHEALTH DRIVE	CLEVELAND	OH	44109	346004382	115	$6,976	PROGRAM SUPPORT
National FND for the Ctrs for Disease Control and
55 Park Place Suite 400	Atlanta	GA	303032539	582106707	115	$80,479	PROGRAM SUPPORT
NATIONALITIES SERVICE CENTER
1216 ARCH STREET	PHILADELPHIA	PA	19107	231352336	501(C)(3)	$6,681	PROGRAM SUPPORT
ALFRED I DUPONT HOSPITAL
1600 ROCKLAND ROAD	WILMINGTON	DE	19803	590634433	501(C)(3)	$177,945	PROGRAM SUPPORT
NEW YORK BLOOD CENTER INC
310 E 67TH STREET	NEW YORK	NY	10065	131949477	501(C)(3)	$80,042	PROGRAM SUPPORT
NORTHWESTERN UNIVERSITY
633 CLARK STREET	EVANSTON	IL	60208	362167817	501(C)(3)	$100,204	PROGRAM SUPPORT
THE PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVE	HERSHEY	PA	17033	246000376	115	$36,998	PROGRAM SUPPORT
Planned Parenthood Keystone
5920 Hamilton Boulevard	Allentown	PA	18106	232450112	501(C)(3)	$23,996	PROGRAM SUPPORT
READING HOSPITAL
PO BOX 16052	READING	PA	19612	231352204	501(C)(3)	$32,896	PROGRAM SUPPORT
Ready Clinical LLC
116 Village BLVD Ste 200	Princeton	NJ	08540	264673472	501(C)(3)	$17,500	PROGRAM SUPPORT
Reagents of the University of California
10889 Wilshire BLVD Ste 700	Los Angeles	CA	90095	956006143	501(C)(3)	$10,703	PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET	ANN ARBOR	MI	48109	386006309	501(C)(3)	$43,120	PROGRAM SUPPORT
ROY N GAY MD PC
2116 CHESTNUT STREET	PHILADELPHIA	PA	19103	251598411		$40,883	PROGRAM SUPPORT
Rush University Medical Center
1653 W Congress Pkwy	Chicago	IL	60612	362174823	501(C)(3)	$11,916	PROGRAM SUPPORT
RUTGERS UNIVERSITY
89 FRENCH STREET	NEW BRUNSWICK	NJ	08901	462354111	115	$61,863	PROGRAM SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 31356	TAMPA	FL	33631	362193608	115	$7,500	PROGRAM SUPPORT
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	067717892	501(C)(3)	$41,527	PROGRAM SUPPORT
ST VINCENT MEDICAL CENTER
2131 WEST THIRD ST	LOS ANGELES	CA	90057	912154438	501(C)(3)	$18,000	PROGRAM SUPPORT
TEMPLE UNIVERSITY
1805 BROAD STREET	PHILADELPHIA	PA	19122	231365971	501(C)(3)	$276,112	PROGRAM SUPPORT
The Geneva Foundation
917 Pacific Ave Ste 600	Tacoma	WA	98402	911593913	501(C)(3)	$19,895	PROGRAM SUPPORT
TRUSTEES OF BOSTON UNIVERSITY
715 ALBANY ST 5TH FL W	BOSTON	MA	02118	042103547	501(C)(3)	$71,085	PROGRAM SUPPORT
TRUSTEES OF THE UNIVERSITY OF PA
PO BOX 785541	PHILADELPHIA	PA	19178	231352685	501(C)(3)	$350,899	PROGRAM SUPPORT
University of Colorado Denver
13001 E 17th Avenue	Aurora	CO	80045	846000555	501(C)(3)	$12,000	PROGRAM SUPPORT
UNIVERSITY OF DELAWARE
220 HULLIHEN HALL	NEWARK	DE	19716	516000297	501(C)(3)	$134,468	PROGRAM SUPPORT
UNIVERSITY OF GEORGIA RESEARCH FDN
200 DW BROOKS DRIVE	ATHENS	GA	306025016	581353149	501(C)(3)	$12,187	PROGRAM SUPPORT
UNIVERSITY OF KANSAS RESEARCH INSTITUTE
3901 RAINBOW BLVD	KANSAS CITY	KS	66103	481108830	501(C)(3)	$27,098	PROGRAM SUPPORT
UNIVERSITY OF MARYLAND
3112 LEE BUILDING	COLLEGE PARK	MD	20742	526002033	115	$25,285	PROGRAM SUPPORT
University of California San Diego
200 West Arbor Drive	San Diego	CA	92103	956006144	115	$166,793	PROGRAM SUPPORT
University of the Sciences
600 South 43rd St	Philadelphia	PA	19104	231352668	501(C)(3)	$25,932	PROGRAM SUPPORT
UNIVERSITY OF SOUTH ALABAMA
307 UNIVERSITY BOULEVARD	MOBILE	AL	36688	630477348	501(C)(3)	$38,029	PROGRAM SUPPORT
UT SOUTHWESTERN MEDICAL CENTER
PO BOX 7996	AUSTIN	TX	78712	756002868	501(C)(3)	$30,767	PROGRAM SUPPORT
University of Washington
4333 Brooklyn Ave NE	Seattle	WA	98195	916001537	501(C)(3)	$166,632	PROGRAM SUPPORT
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACE	NASHVILLE	TN	37240	620476822	501(C)(3)	$161,607	PROGRAM SUPPORT
VANDERBILT UNIVERSITY MEDICAL CENTER
2525 WEST END AVENUE	NASHVILLE	TN	37203	352528741	501(C)(3)	$206,762	PROGRAM SUPPORT
REGENTS OF CA AT SAN FRANCISCO
185 Berry Street	San Francisco	CA	94107	946036493	501(C)(3)	$77,825	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	65	Total501c3OrgCnt
Total Other Org	3	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	1297	RecipientCnt
Cash Grant	$15,563,044	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
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 (28 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
STEPHEN K KLASKO MD MBA
TRUSTEE-PRES/CEO TJU&JEFF HLTH	$1,452,154	$0	$900,000	$0	$74,570	$0	$1,313,772	$0	$18,197	$0	$3,758,693	$0	$0	$0
CRISTINA G CAVALIERI ESQ
ASST SEC-EVP CHIEF LEG COUNSEL	$686,470	$0	$252,540	$0	$150,499	$0	$262,368	$0	$15,396	$0	$1,367,273	$0	$0	$0
PETER L DEANGELIS JR
ASST TREAS - EVP, CFO & CAO	$852,703	$0	$360,065	$0	$68,364	$0	$399,339	$0	$15,396	$0	$1,695,867	$0	$0	$0
BRUCE A MEYER MD MBA
EVP, TJU & PRES JH (EFF 9/17)	$310,680	$0	$150,000	$0	$56,842	$0	$156,121	$0	$22,593	$0	$696,236	$0	$0	$0
LAURENCE M MERLIS
EVP, STRATEGIC PTPS (EFF 5/18)	$900,248	$205,917	$837,120	$0	$46,463	$230,097	$603,712	$10,296	$15,656	$1,057	$2,403,199	$447,367	$0	$221,229
MARK L TYKOCINSKI MD
EVP, ACAD AFF & PROVOST TJU	$837,958	$0	$321,300	$0	$361,871	$0	$252,160	$0	$17,946	$0	$1,791,235	$0	$268,743	$0
ANNE BOLAND DOCIMO MD MBA
EVP, POPULATION HEALTH & CCTO	$737,968	$0	$356,500	$0	$56,067	$0	$250,749	$0	$7,871	$0	$1,409,155	$0	$2,500	$0
KATHLEEN KINSLOW CRNA MBA
EVP, CHIEF INTEGRATION OFFICER	$675,426	$160,592	$285,187	$0	$44,620	$83,650	$331,855	$15,900	$15,396	$1,172	$1,352,484	$261,314	$0	$79,958
JOHN C EKARIUS
EVP, CHIEF OF STAFF	$553,089	$0	$207,215	$0	$236,489	$0	$259,979	$0	$7,871	$0	$1,264,643	$0	$102,655	$0
KATHLEEN GALLAGHER
EVP, COO - THOMAS JEFF. UNIV.	$582,258	$0	$226,800	$0	$113,846	$0	$315,849	$0	$15,396	$0	$1,254,149	$0	$39,093	$0
ELIZABETH DALE EDD
EVP, CHIEF ADVANCEMENT OFFICER	$542,746	$0	$218,955	$0	$77,968	$0	$308,886	$0	$10,396	$0	$1,158,951	$0	$20,221	$0
JEFFREY STEVENS
EVP, CHIEF HUMAN RES. OFFICER	$544,515	$0	$201,300	$0	$80,491	$0	$292,253	$0	$22,348	$0	$1,140,907	$0	$0	$0
CHARLES G LEWIS
EVP, CHIEF GRWTH&MRKT OFFICER	$439,947	$0	$159,300	$0	$67,513	$0	$273,616	$0	$24,045	$0	$964,421	$0	$0	$0
ROSALYN RITTS PHD
EVP, CHIEF INNOVATION OFFICER	$394,719	$0	$143,159	$0	$32,204	$0	$52,714	$0	$22,348	$0	$645,144	$0	$0	$0
JOSEPH HILL
SVP, CHIEF DIVERSITY OFFICER	$305,620	$0	$90,625	$0	$31,350	$0	$35,100	$0	$14,664	$0	$477,359	$0	$0	$0
ALFRED C SALVATO
SVP, CAPITAL MANAGEMENT & CIO	$491,586	$0	$146,708	$0	$65,340	$0	$67,092	$0	$15,970	$0	$786,696	$0	$26,871	$0
MICHAEL J VERGARE MD
EVP, PARTNERSHIPS&AFFILIATIONS	$504,245	$4,636	$106,124	$0	$74,928	$0	$39,137	$464	$17,700	$0	$742,134	$5,100	$0	$0
RONALD BOWLAN
SVP, FACILITIES & CAMPUS PLAN.	$324,908	$0	$93,105	$0	$35,155	$0	$37,287	$0	$17,249	$0	$507,704	$0	$0	$0
STEPHEN SPINELLI
CHANCELLOR	$285,890	$165,900	$0	$0	$26,545	$37,328	$35,100	$13,085	$8,082	$148,885	$355,617	$365,198	$0	$0
ROBERT H ROSENWASSER MD
PROFESSOR & JUP PHYSICIAN	$1,366,627	$283,250	$118,884	$0	$179,920	$0	$208,286	$28,325	$15,396	$0	$1,889,113	$311,575	$136,512	$0
WILLIAM M KEANE MD
PROFESSOR & JUP PHYSICIAN	$741,896	$812,500	$53,016	$0	$92,108	$0	$43,568	$27,000	$24,898	$0	$955,486	$839,500	$0	$0
JAMES S HARROP MD
PROFESSOR & JUP PHYSICIAN	$223,118	$1,139,195	$0	$0	$19,402	$0	$25,500	$27,000	$22,594	$0	$290,614	$1,166,195	$0	$0
CHARLES J YEO MD FACS
PROFESSOR & JUP PHYSICIAN	$311,250	$662,850	$236,810	$0	$28,497	$0	$55,337	$27,000	$22,594	$0	$654,488	$689,850	$246	$0
MARC R ROSEN MD
PROFESSOR & JUP PHYSICIAN	$88,791	$1,096,492	$0	$0	$25,483	$0	$12,870	$27,000	$25,144	$0	$152,288	$1,123,492	$0	$0
STEVEN E MCKENSIZE MDPHD
FORMER OFFICER	$278,694	$61,395	$25,000	$0	$12,079	$0	$35,100	$6,140	$15,200	$0	$366,073	$67,535	$0	$0
THEODORE F TARASCHI PHD
FORMER OFFICER	$233,647	$0	$25,920	$0	$7,562	$0	$34,570	$0	$15,140	$0	$316,839	$0	$0	$0
PRAVEEN CHOPRA
FORMER OFFICER	$230,644	$0	$193,588	$0	$330,356	$0	$27,964	$0	$22,348	$0	$804,900	$0	$30,281	$0
JOHN J KELLY MD
FORMER OFFICER	$0	$403,181	$0	$223,601	$0	$345,346	$0	$12,500	$0	$5,348	$0	$989,976	$0	$15,364

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	CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2017 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. BRUCE A. MEYER, M.D., MBA, SENIOR EXECUTIVE VICE PRESIDENT OF THOMAS JEFFERSON UNIVERSITY AND PRESIDENT OF JEFFERSON HEALTH, RELOCATED TO THE STATE OF PENNSYLVANIA FOR THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH WORK PURPOSES. IN ORDER TO FACILITATE THE RELOCATION OF HIS PRIMARY RESIDENCE, THE ORGANIZATION PROVIDED A HOUSING/MOVING ALLOWANCE WHICH WAS INCLUDED IN HIS 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. 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: STEPHEN K. KLASKO, M.D., MBA; CRISTINA G. CAVALIERI, ESQ.; PETER L. DEANGELIS, JR.; BRUCE A. METER, M.D., MBA; LAURENCE M. MERLIS; MARK L. TYKOCINSKI, M.D.; ANNE BOLAND DOCIMO, M.D., MBA; KATHLEEN KINSLOW, CRNA, MBA; JOHN C. EKARIUS; KATHLEEN GALLAGHER; ELIZABETH DALE, ED.D.; JEFFREY STEVENS; CHARLES G. LEWIS; ROSALYN RITTS, PH.D.; JOSEPH HILL; ALFRED C. SALVATO; MICHAEL J. VERGARE; RONALD BOWLAN; STEPHEN SPINELLI; STEVEN E. MCKENZIE, M.D., PH.D. AND PRAVEEN CHOPRA.
SCHEDULE J, PART I; QUESTION 4A	THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: PRAVEEN CHOPRA, $269,934 AND JOHN J. KELLY, M.D., $295,393.
SCHEDULE J, PART I; QUESTION 4B	THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE 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: CRISTINA G. CAVALIERI, ESQ., $72,559; LAURENCE M. MERLIS, $132,556; MARK L. TYKOCINSKI, M.D., $296,431; ANNE BOLAND DOCIMO, M.D., MBA, $2,703; KATHLEEN KINSLOW, CRNA, MBA, $79,958; JOHN C. EKARIUS, $166,169; KATHLEEN GALLAGHER, $42,860; ELIZABETH DALE, ED.D., $21,982; ALFRED C. SALVATO, $29,976; MICHAEL J. VERGARE, M.D., $31,433; ROBERT H. ROSENWASSER, M.D., $151,669; WILLIAM M. KEANE, M.D., $60,613; CHARLES J. YEO, M.D., FACS, $246 AND PRAVEEN CHOPRA, $45,710. 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: STEPHEN K. KLASKO, M.D., MBA, $424,440; CRISTINA G. CAVALIERI, ESQ., $2,389; PETER L. DEANGELIS, JR., $81,298; LAURENCE M. MERLIS, $118,852; MARK L. TYKOCINSKI, M.D., $4,838; ANNE BOLAND DOCIMO, M.D., MBA, $80,371; KATHLEEN KINSLOW, CRNA, MBA, $71,876; KATHLEEN GALLAGHER, $55,870; ELIZABETH DALE, ED.D., $48,907; JEFFREY STEVENS, $44,931; CHARLES G. LEWIS, $26,294; ROSALYN RITTS, PH.D., $17,614; ALFRED C. SALVATO, $31,992; MICHAEL J. VERGARE, $4,037; RONALD BOWLAN, $2,187; ROBERT H. ROSENWASSER, M.D., $173,186; WILLIAM M. KEANE, M.D., $8,468 AND CHARLES J. YEO, M.D., FACS, $20,237. 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; CRISTINA G. CAVALIERI, ESQ., $224,879; PETER L. DEANGELIS, JR., $282,941; BRUCE A. MEYER, M.D., MBA, $156,121; LAURENCE M. MERLIS, $449,760; MARK L. TYKOCINSKI, M.D., $212,222; ANNE BOLAND DOCIMO, M.D., MBA, $135,278; KATHLEEN KINSLOW, CRNA, MBA, $224,879; JOHN C. EKARIUS, $224,879; KATHLEEN GALLAGHER, $224,879; ELIZABETH DALE, ED.D., $224,879; JEFFREY STEVENS, $212,222 AND CHARLES G. LEWIS, $212,222.
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.
SCHEDULE J, PART II; COLUMN F	THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE 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 PREVIOUSLY 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; ANNE BOLAND DOCIMO, M.D., MBA, $2,500; KATHLEEN KINSLOW, CRNA, MBA, $79,758; JOHN C. EKARIUS, $102,655; KATHLEEN GALLAGHER, $39,093; ELIZABETH DALE, ED.D., $20,221; ALFRED C. SALVATO, $26,871; ROBERT H. ROSENWASSER, M.D., $136,512; CHARLES J. YEO, M.D., FACS, $246; PRAVEEN CHOPRA, $30,281 AND JOHN J. KELLY, M.D., $15,364.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
A	232243852	70917RHC2	2006-12-13	$63,412,500	REFUNDING PREVIOUS BOND & CAP EXP	false	false	false
MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY
B	232328939	613604VK0	2009-11-04	$154,203,713	REFUNDING OF LOANS/BONDS & CAP EXP	false	false	Yes (true)
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
C	232243852	70917R8G3	2012-10-04	$45,634,203	CAPITAL PURCHASES & IMPROVEMENTS	false	false	false
MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY
D	232328939	613604WK9	2012-08-02	$205,883,542	REFUNDING PREVIOUS BONDS & CAP EXP	false	false	Yes (true)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$52,142,500	$0	$63,412,500	$0	$0	$0	$420,474	$777,430	$0	$62,214,596	$0	$0	2007	false	Yes (true)	Yes (true)	Yes (true)
B	$148,868,713	$0	$154,203,713	$0	$0	$0	$1,587,477	$0	$0	$9,241,000	$143,375,236	$0	2009	Yes (true)	false	Yes (true)	Yes (true)
C	$6,114,203	$0	$45,634,203	$0	$0	$0	$562,929	$0	$0	$21,285,000	$23,786,274	$0	2014	Yes (true)	false	Yes (true)	Yes (true)
D	$112,438,542	$0	$205,886,594	$0	$0	$0	$1,973,968	$0	$0	$34,050,210	$169,862,416	$0	2013	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Private Bus Use By OthersPrivateBusUseByOthersPct	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropPct	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd	Remedial Action TakenRemedialActionTakenInd
A	0
B	0.00800	false	Yes (true)	Yes (true)	Yes (true)	false	0.00800	false	Yes (true)	0.00300	Yes (true)
C	0.00260	false	Yes (true)	false		false	0.00260	false	false		Yes (true)	false
D	0.00300	false	Yes (true)	Yes (true)	Yes (true)	false	0.00300	false	false		Yes (true)	false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
C	false	false	false	Yes (true)	false	false	false	0	false	Yes (true)
0
D	false	false	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE K, PART I, COLUMN D

ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7.

SCHEDULE K, PART IV, LINE 2C

SERIES 2006B BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JANUARY 29, 2008 AS ALL FUNDS WERE DEPOSITED INTO AN IRREVOCABLE ESCROW ACCOUNT. SERIES 2009A BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF NOVEMBER 4, 2014. SERIES 2012 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 2, 2014 AS ALL BOND PROCEEDS WERE EXPENDED AS OF APRIL 21, 2014. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND. SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY
A	232243852	70917SNP4	2015-02-26	$550,268,991	CONSTRUCTION & REFUNDING PREV BOND	false	false	false
PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
B	232237287	71781XCR2	2017-02-08	$380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.	false	false	false
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
C	232247147	613603ZK8	2018-05-03	$539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$523,991	$0	$550,268,991	$0	$0	$0	$4,608,598	$0	$0	$545,660,383	$0	$0	2016	Yes (true)	false	false	Yes (true)
B	$17,208,540	$0	$380,043,540	$0	$0	$0	$3,811,350	$0	$0	$0	$0	$22,414,878	2018	Yes (true)	false	false	Yes (true)
C	$0	$0	$539,730,432	$0	$0	$0	$4,432,770	$0	$0	$6,431,410	$247,866,000	$28,100,252	2021	Yes (true)	false	false	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	false	Yes (true)
B	false	false	false	false	false	false	false	Yes (true)
C	false	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)
0
B	false	Yes (true)	false	false	Yes (true)	false	false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

Field	Value	IRS element (for citing)
Person	STEPHEN K KLASKO	PersonNm
Relationship With Org	PRES/CEO	RelationshipWithOrgTxt
Loan Purpose	MORTGAGE	LoanPurposeTxt
Loan From Organization	Yes (X)	LoanFromOrganizationInd
Original Principal	$300,000	OriginalPrincipalAmt
Balance Due	$300,000	BalanceDueAmt
Default	false	DefaultInd
Board Or Committee Approval	Yes (true)	BoardOrCommitteeApprovalInd
Written Agreement	Yes (true)	WrittenAgreementInd

Field	Value	IRS element (for citing)
Total Balance Due	$300,000	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

TransactionTransactionDesc
RICHARD ROTHMAN TRUSTEE
MAJORITY OWNER
H RONALD KLASKO
LEGAL SERVICES

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	22	ContributionCnt
Noncash Contributions Rpt F990	$2,093,423	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 (4 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	MEDICAL EQUIPMENT	2	$422,758	FMV
Yes (X)	BILLBOARD ADVERTISING	1	$92,000	FMV
Yes (X)	JEWELRY	1	$10,800	FMV
Yes (X)	MEALS	1	$5,000	FMV

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 (19 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 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 PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HAS APPROXIMATELY 6,800 STUDENTS AND IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. RECENT CHANGES TO THE JEFFERSON HEALTH ENTERPRISE ================================================ ON JULY 1, 2017, PURSUANT TO THE TERMS OF A COMBINATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF PHILADELPHIA UNIVERSITY. PHILADELPHIA UNIVERSITY IS A NOT FOR PROFIT UNIVERSITY LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJU TRANSFERRED NO CONSIDERATION AND ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF PHILADELPHIA UNIVERSITY. THE TJU BOARD WAS RECONSTITUTED TO INCLUDED 2 MEMBERS DESIGNATED BY PHILADELPHIA UNIVERSITY. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF PHILADELPHIA UNIVERSITY IS INTENDED TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF BOTH ORGANIZATIONS. ON SEPTEMBER 1, 2017, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF KENNEDY HEALTH SYSTEM ("KENNEDY"). KENNEDY IS A NOT FOR PROFIT HEALTHCARE ORGANIZATION LOCATED IN NEW JERSEY. TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF KENNEDY AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 10 MEMBERS DESIGNATED BY KENNEDY. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF KENNEDY IS INTENDED TO ENHANCE ACCESS TO HIGH QUALITY, COST EFFECTIVE CARE TO THE COMMUNITIES SERVED BY BOTH ORGANIZATIONS AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. ON JANUARY 5, 2018, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF MAGEE REHABILITATION HOSPITAL ("MAGEE"). MAGEE IS A NOT FOR PROFIT HEALTHCARE ORGANIZATION LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF MAGEE AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 2 MEMBERS DESIGNATED BY MAGEE. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF MAGEE IS INTENDED TO EXPAND THE CONTINUUM OF CARE PROVIDED BY TJU BY ENHANCING THE REHABILITATION SERVICES PROVIDED TO PATIENTS FOLLOWING DISCHARGE FROM THE ACUTE CARE HOSPITAL SETTING AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY: TWO LEGACIES JOINED BY ONE VISION =================================================================== UNIFYING TWO RENOWNED LEGACIES OF INNOVATION, EDUCATION, RESEARCH AND PROFESSIONAL EXCELLENCE, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) HAS MORE THAN THREE COMBINED CENTURIES OF HISTORY. DRIVEN BY THIS NEWLY UNITED AND ROBUST PAST, JEFFERSON DELIVERS UNIQUE AND HIGH-IMPACT PROFESSIONAL EDUCATION TO OUR STUDENTS IN THE AREAS OF ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION, HEALTH, MEDICINE, SCIENCE, TEXTILES AND MORE. THOMAS JEFFERSON UNIVERSITY WAS FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE, AND PHILADELPHIA UNIVERSITY WAS FOUNDED IN 1884 AS THE PHILADELPHIA TEXTILE SCHOOL. BOTH WERE AHEAD OF THEIR TIME AND FOCUSED ON THE IMPORTANCE OF EXPERIENTIAL LEARNING. THE NEW JEFFERSON WAS ESTABLISHED ON JULY 1, 2017 AS A RESULT OF THE MERGER OF THESE TWO RENOWNED UNIVERSITIES. JOINED TOGETHER IN 2017 THROUGH A SHARED AND UNIQUE APPROACH TO EDUCATION, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) IS NATIONALLY AND INTERNATIONALLY RECOGNIZED FOR MANY HISTORICAL "FIRSTS" INCLUDING THE FIRST SURGICAL USE OF ANESTHESIA IN PHILADELPHIA; THE BLENDING OF QUAIL FEATHERS AND WOOL TO CREATE THE ARMYS UBIQUITOUS OLIVE DRAB AS AN ALTERNATIVE TO DARK BLUE AND LIGHT-COLORED KHAKI MILITARY UNIFORMS; THE FIRST SUCCESSFUL OPEN-HEART OPERATION USING A HEART-LUNG MACHINE; AND THE FIRST BIFURCATED AORTAL GRAFT DESIGNED BY USING MULTI-BRANCHED SEAMLESS TUBES THAT KNIT FIBERS NEEDED FOR ARTIFICIAL BLOOD VESSELS. TODAY, WE ARE A PROFESSIONAL UNIVERSITY THAT DEFIES CONVENTION AND DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTERPROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. JEFFERSON HEALTH ================ CURRENTLY, JEFFERSON HEALTH COMPRISES 14 HOSPITALS, OVER 50 OUTPATIENT AND URGENT CARE CENTERS, AS WELL AS PHYSICIAN PRACTICES AND EVERYWHERE WE DELIVER CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. TOGETHER, THESE FACILITIES SERVE MORE THAN 130,000 INPATIENTS, 519,000 EMERGENCY PATIENTS AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. 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 THOMAS JEFFERSON UNIVERSITY HOSPITALS ===================================== 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 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.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	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. ABINGTON JEFFERSON HEALTH =========================== ABINGTON JEFFERSON HEALTH IS THE ORGANIZATION THAT ENCOMPASSES ITS FLAGSHIP HOSPITAL, ABINGTON HOSPITAL IN ABINGTON, PA AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP, PA, AS WELL AS A NUMBER OF CONVENIENT OUTPATIENT SETTINGS FOR OBTAINING EXPERT MEDICAL CARE IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES. SINCE 2015, THE ORGANIZATION HAS BEEN PART OF JEFFERSON HEALTH, WHICH NOW INCLUDES 14 HOSPITALS AND OVER 50 OUTPATIENT AND URGENT CARE CENTER LOCATIONS LOCATED THROUGHOUT PHILADELPHIA, BUCKS AND MONTGOMERY COUNTIES IN PENNSYLVANIA AND CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. OUTPATIENT AND COMMUNITY-BASED SERVICES ARE DELIVERED THROUGH A NETWORK OF OWNED AND AFFILIATED PHYSICIAN PRACTICES, SATELLITE MEDICAL AND SURGICAL CENTERS, OUTPATIENT LABORATORIES AND RADIOLOGY CENTERS. TOGETHER, JEFFERSON HEALTH HAS 130,000 INPATIENT ADMISSIONS; 519,000 EMERGENCY DEPARTMENT VISITS, AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. ABINGTON JEFFERSON HEALTH ENTITIES INCLUDE THE FOLLOWING: - TWO HOSPITALS: TOGETHER, ABINGTON HOSPITAL AND ABINGTON LANSDALE HOSPITAL HAVE 800 LICENSED BEDS. - SIX OUTPATIENT CAMPUSES: ABINGTON HEALTH CENTER BLUE BELL, ABINGTON HEALTH CENTER ELKINS PARK, ABINGTON HEALTH CENTER LOWER GWYNEDD, ABINGTON HEALTH CENTER MONTGOMERYVILLE, ABINGTON HEALTH CENTER WARMINSTER AND ABINGTON HEALTH CENTER WILLOW GROVE. - TWO URGENT CARE CENTERS, IN FLOURTOWN AND WILLOW GROVE. - PHYSICIANS EMPLOYED PHYSICIAN PRACTICES LOCATED IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES WITH 80 LOCATIONS. ABINGTON JEFFERSON HEALTH IS THE UMBRELLA ORGANIZATION THAT ENCOMPASSES ITS FLAGSHIP HOSPITAL, ABINGTON HOSPITAL, IN ABINGTON AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP. OUR ENTITIES ALSO INCLUDE CONVENIENT OUTPATIENT FACILITIES, ABINGTON HEALTH CENTER BLUE BELL, ABINGTON HEALTH CENTER LOWER GWYNEDD, ABINGTON HEALTH CENTER MONTGOMERYVILLE IN NORTH WALES, ABINGTON HEALTH CENTER WILLOW GROVE, AND ABINGTON HEALTH CENTER WARMINSTER IN BUCKS COUNTY, AS WELL AS URGENT CARE CENTERS IN FEASTERVILLE AND FLOURTOWN. TOGETHER, THESE FACILITIES SERVE MORE THAN 39,000 INPATIENTS, 134,000 EMERGENCY PATIENTS AND OVER 653,000 OUTPATIENT VISITS ANNUALLY. ABINGTON HOSPITAL, FOUNDED IN 1914, IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. STAFF MEMBERS HAVE THE PRIVILEGE OF WORKING WITH MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THOMAS JEFFERSON UNIVERSITY'S SIDNEY KIMMEL MEDICAL COLLEGE AND OTHER MEDICAL SCHOOLS AND TRAINING PROGRAMS IN THE PHILADELPHIA AREA. THE HOSPITAL SPONSORS FIVE RESIDENCY PROGRAMS OF ITS OWN: FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS/GYNECOLOGY, GENERAL SURGERY AND DENTISTRY. IN ADDITION, THE HOSPITAL PROVIDES POSTGRADUATE MEDICAL EDUCATION IN AFFILIATION WITH SEVERAL AREA MEDICAL SCHOOLS. JEFFERSON COLLEGE OF NURSING OFFERS A SECOND BACHELOR OF SCIENCE IN NURSING (BSN) PROGRAM AT THE ABINGTON DIXON CAMPUS IN WILLOW GROVE. ABINGTON ALSO SUPPORTS A PHARMACY RESIDENCY PROGRAM. ALSO INCLUDED IS ABINGTON HEALTH PHYSICIANS, A NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS. ALL TOLD, THE MEDICAL STAFFS AT THE TWO HOSPITALS CONSIST OF MORE THAN 1,400 PRIMARY CARE PHYSICIANS AND MEDICAL, SURGICAL AND DENTAL SPECIALISTS, AS WELL AS OVER 125 PHYSICIANS-IN-TRAINING WITHIN FIVE RESIDENCY PROGRAMS. ABINGTON JEFFERSON HEALTH EMPLOYS MORE THAN 6,000 EMPLOYEES, MAKING IT ONE OF THE LARGEST EMPLOYERS IN MONTGOMERY COUNTY. EACH YEAR, ABINGTON JEFFERSON HEALTH TREATS OVER 126,000 PATIENTS IN ITS TWO EMERGENCY DEPARTMENTS WITH ABINGTON HOSPITAL HAVING THE DISTINCTION OF HAVING ONE OF ONLY TWO LEVEL II TRAUMA CENTERS IN MONTGOMERY COUNTY. ABINGTON HOSPITAL JEFFERSON HEALTH HAS A COMPREHENSIVE STROKE CENTER AND OFFERS HIGHLY ADVANCED PROGRAMS IN CANCER, CARDIAC AND ORTHOPEDIC CARE. ABINGTON JEFFERSON HEALTH COMPLIES WITH ALL APPLICABLE ANTI-DISCRIMINATION LAWS. COMMUNITY BENEFIT: OUR COMMITMENT TO OUR COMMUNITIES ---------------------------------------------------- ABINGTON JEFFERSON HEALTH (AJH) AND ITS TWO HOSPITALS, ABINGTON HOSPITAL (AH) AND ABINGTON LANSDALE HOSPITAL (ALH), ARE NONPROFIT, 501(C)(3) TAX EXEMPT HEALTHCARE ORGANIZATIONS. AS A TAX EXEMPT ORGANIZATION, AJH FULFILLS ITS RESPONSIBILITY TO THE COMMUNITY THROUGH PROGRAMS OR ACTIVITIES THAT PROVIDE CARE AND TREATMENT AND PROMOTE HEALTH AND HEALING AS A RESPONSE TO IDENTIFIED COMMUNITY NEEDS. AJHS COMMUNITY BENEFIT REPORTS INCLUDE INFORMATION ABOUT THE CONTRIBUTION MADE TO THE COMMUNITIES IT SERVES, INCLUDING CHARITY CARE, EDUCATION OF HEALTH PROFESSIONALS, SUBSIDIZED HEALTH SERVICES, PREVENTION AND SCREENING PROGRAMS, RESEARCH, AND IN-KIND SERVICES AND GRANTS. WE ALSO INCLUDE INFORMATION ABOUT PROGRAMS AND SERVICES OFFERED IN PARTNERSHIP WITH COMMUNITY AGENCIES AND ORGANIZATIONS THAT MAKE A SIGNIFICANT DIFFERENCE IN MEETING THE HEALTHCARE NEEDS OF THE VULNERABLE AND UNDERSERVED INDIVIDUALS IN OUR COMMUNITY. DEFINING COMMUNITY BENEFIT -------------------------- COMMUNITY BENEFIT IS MORE THAN CHARITY CARE. WHILE IT DOES INCLUDE CHARITY CARE AND OTHER MEANS-TESTED PROGRAM SHORTFALLS, COMMUNITY BENEFIT REFERS TO A WIDE RANGE OF ACTIVITIES DESIGNED TO IMPROVE OR SUSTAIN GOOD HEALTH FOR COMMUNITY RESIDENTS. GENERALLY, COMMUNITY BENEFIT MEETS AT LEAST ONE OF THE FOLLOWING OBJECTIVES: IMPROVING ACCESS TO HEALTH SERVICES; ENHANCING PUBLIC HEALTH, ADVANCING KNOWLEDGE AND RELIEVING GOVERNMENT BURDEN. ABINGTON HEALTH TAKES ITS ROLE IN MEETING THE HEALTH NEEDS OF THE COMMUNITY SERIOUSLY, AND WORKS TO ADDRESS ALL OF THESE AREAS EVERYDAY. ENSURING ACCESS TO CARE ----------------------- COMMUNITY MEMBERS WHO DO NOT HAVE THE FINANCIAL MEANS TO ACCESS CARE THROUGH A PRIVATE PHYSICIAN OFFICE CAN TAKE ADVANTAGE OF SEVERAL CLINICS AND SERVICES THROUGHOUT THE ABINGTON JEFFERSON HEALTH NETWORK. IN ADDITION TO MAINTAINING EMERGENCY SERVICES 24/7 AT EACH OF THE HOSPITALS, CENTERS OFFERING PRIMARY AND SPECIALTY CARE, DENTAL SERVICES, PRENATAL AND OBSTETRICAL PROGRAMS, AND NEWBORN CARE ALL ARE AVAILABLE FOR PATIENTS THROUGHOUT THE SERVICE AREA. OUTPATIENT PSYCHIATRIC SERVICES PROVIDE COMPREHENSIVE EVALUATIONS, MEDICATION MANAGEMENT AND THERAPY FOR CHILDREN, ADULTS AND ADOLESCENTS. ARIA HEALTH =========== ARIA HEALTH IS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY. WITH THREE LEADING-EDGE COMMUNITY HOSPITALS AND A STRONG NETWORK OF OUTPATIENT CENTERS AND PRIMARY CARE PHYSICIANS, ARIA UPHOLDS A LONGSTANDING TRADITION OF BRINGING ADVANCED MEDICINE AND PERSONAL CARE TO THE MANY COMMUNITIES IT SERVES. OUR HISTORY ----------- THE STORY OF ARIA HEALTH SYSTEM BEGAN IN 1902, WHEN A RESIDENT OF THE FRANKFORD SECTION OF PHILADELPHIA CONTRACTED TYPHOID FEVER. THE PATIENT'S PHYSICIAN, DR. JOSEPH BALL, COULDN'T FIND A SINGLE HOSPITAL IN THE CITY TO ADMIT HIS SERIOUSLY ILL PATIENT. NOT ONE OF THE DOWNTOWN HOSPITALS HAD AN AVAILABLE BED. WHEN DR. BALL LEARNED OTHER NORTHEAST PHYSICIANS WERE ALSO HAVING THEIR PATIENTS TURNED AWAY, HE BEGAN AN EFFORT TO ESTABLISH A COMMUNITY HOSPITAL THAT WOULD PROVIDE CONVENIENT, HIGH-QUALITY MEDICAL CARE TO HIS NEIGHBORS. NAMED AFTER THE NEIGHBORHOOD IT WOULD FIRST SERVE, FRANKFORD HOSPITAL - FRANKFORD (NOW ARIA HEALTH - FRANKFORD CAMPUS) OPENED ITS DOORS ON THE FOURTH OF JULY, 1903. DURING THE DECADES THAT FOLLOWED, FRANKFORD EXPANDED UPON DR. BALL'S FOUNDING VISION. FOR OVER A CENTURY, THE HOSPITAL INTRODUCED MANY NEW SERVICES TO BETTER MEET THE HEALTH NEEDS OF ITS GROWING COMMUNITIES. FOR EXAMPLE, AS THE HOSPITAL'S SERVICE AREA GREW AND FLOURISHED, FRANKFORD RESPONDED BY OPENING A SECOND SITE IN 1977. ALMOST IMMEDIATELY, FRANKFORD HOSPITAL TORRESDALE (NOW ARIA HEALTH - TORRESDALE CAMPUS) WAS OPERATING AT FULL CAPACITY, MEETING THE HEALTHCARE NEEDS OF FAMILIES FROM THE FAR NORTHEAST AND LOWER BUCKS COUNTY.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	AND, WHEN MANY FAMILIES FRANKFORD HOSPITAL HAD BEEN SERVING FOR GENERATIONS BEGAN RELOCATING TO BUCKS COUNTY IN THE 1980S AND 1990S, THE HOSPITAL AGAIN SOUGHT BETTER WAYS TO SERVE THEM. IN MARCH 1999, FRANKFORD ACQUIRED DELAWARE VALLEY MEDICAL CENTER AND TURNED IT INTO ITS THIRD INPATIENT SITE FRANKFORD HOSPITAL BUCKS COUNTY (NOW ARIA HEALTH - BUCKS COUNTY). TO REFLECT AN EXPANDED, REGIONAL VISION FOR HEALTH CARE SERVICE DELIVERY IN NORTHEAST PHILADELPHIA AND BUCKS COUNTY, FRANKFORD HOSPITAL CHANGED ITS NAME TO ARIA HEALTH IN MAY 2009. TODAY, ARIA HEALTH'S FOCUS ON ITS FOUNDING PHILOSOPHY IS CLEARER THAN EVER BEFORE. NOW, OUR PHYSICIANS, NURSES AND SUPPORT PERSONNEL PROVIDE ADVANCED MEDICINE AND PERSONAL CARE AT THREE MODERN INPATIENT FACILITIES AND THREE OUTPATIENT SITES ALL OF WHICH ARE EQUIPPED WITH HIGHLY SOPHISTICATED TECHNOLOGY. ARIA - JEFFERSON HEALTH'S COMMUNITY HEALTH DASHBOARD ---------------------------------------------------- AS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY, ARIA - JEFFERSON HEALTH IS COMMITTED TO CARING FOR THE COMMUNITY AND IMPROVING POPULATION HEALTH OF COMMUNITY MEMBERS. PROMOTING HEALTHY LIFESTYLES, OFFERING PREVENTIVE CARE, AND ENGAGING THE COMMUNITY ARE CENTRAL TO ARIA'S MISSION. ARIA IS SHARING THEIR COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY DASHBOARD TO SUPPORT COMMUNITY MEMBERS IN EXPLORING THE HEALTH OF THEIR COMMUNITY AND RESOURCES FOR HEALTH IMPROVEMENT. KENNEDY HEALTH =============== EFFECTIVE AFTER THE MERGER WITH JEFFERSON/JEFFERSON HEALTH, KENNEDY HEALTH BECAME JEFFERSON HEALTH NEW JERSEY ("JHNJ"). JHNJ IS AN INTEGRATED HEALTHCARE DELIVERY SYSTEM PROVIDING A FULL CONTINUUM OF HEALTHCARE SERVICES, RANGING FROM ACUTE-CARE HOSPITALS TO A BROAD SPECTRUM OF OUTPATIENT AND WELLNESS PROGRAMS. AS A MULTI-SITE HEALTHCARE PROVIDER, THE SYSTEM SERVES THE RESIDENTS OF CAMDEN, BURLINGTON AND GLOUCESTER COUNTIES. AS A RESULT OF THE MERGER, SIGNS OUTSIDE KENNEDY HEALTH'S BUILDINGS UNDERWENT A MAKEOVER AS IT TRANSFORMED TO JEFFERSON HEALTH UNDER THE TERMS OF THE ORGANIZATIONS MERGER. JEFFERSON HELD A SERIES OF CELEBRATIONS ACROSS THE FORMER KENNEDY HEALTH SITES TO FORMALLY WELCOME EMPLOYEES INTO THE JEFFERSON FAMILY. OUR HISTORY ----------- KENNEDY WAS NOT ALWAYS A HEALTHCARE SYSTEM. KENNEDY BEGAN IN 1965 AS A SINGLE, 99-BED FACILITY, CALLED JOHN F. KENNEDY MEMORIAL HOSPITAL, IN STRATFORD, NJ. IN 1980, KENNEDY BECAME A MULTI-HOSPITAL SYSTEM WITH THE PURCHASE OF THE CHERRY HILL MEDICAL CENTER (WHICH OPENED IN 1960) AND WASHINGTON MEMORIAL HOSPITAL (WHICH OPENED IN 1972). THE KENNEDY HEALTH CARE FOUNDATION WAS CREATED IN 1983, AND DURING THE NEXT TWO YEARS, SEVERAL SUBSIDIARY ORGANIZATIONS INCLUDING STAT MEDICAL TRANSPORT, KENNEDY PROPERTY CORPORATION, AND KENNEDY HEALTH FACILITIES WERE ESTABLISHED. IN EARLY 1997, KENNEDY'S NAME CHANGED TO THE KENNEDY HEALTH SYSTEM. ITS THREE HOSPITALS OPERATE AS KENNEDY MEMORIAL HOSPITALS UNIVERSITY MEDICAL CENTER. IN JANUARY OF 2015, KENNEDY'S BRANDING AND NAME CHANGED TO KENNEDY HEALTH. ITS THREE HOSPITALS OPERATE AS KENNEDY UNIVERSITY HOSPITAL. IN JANUARY OF 2016, KENNEDY HEALTH AND JEFFERSON SIGNED A LETTER OF INTENT ANNOUNCING A PLANNED MERGER THAT WILL SHAPE THE FUTURE OF HEALTHCARE IN SOUTHERN NEW JERSEY. KENNEDY HEALTH HOSPITALS ARE NOW KNOWN AS JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL. THE RENAMING IS PART OF A UNIFYING CHANGE TO HIGHLIGHT JEFFERSON HEALTH'S SOUTHERN NEW JERSEY HUB AS JEFFERSON CONTINUES ITS EFFORTS TO BRING WORLD CLASS HEALTH CARE TO PATIENTS IN THE COMMUNITIES WHERE THEY LIVE. JEFFERSON CHERRY HILL HOSPITAL BY THE NUMBERS --------------------------------------------- - 196 ACUTE CARE BEDS - 1,024 ASSOCIATES - 40,389 EMERGENCY DEPARTMENT VISITS - 7,117 HOSPITAL ADMISSIONS - 4,691 SURGICAL PROCEDURES PERFORMED - 11,959 BEHAVIORAL HEALTH ENCOUNTERS JEFFERSON CHERRY HILL HOSPITAL IS CURRENTLY UNDERGOING A $200 MILLION TRANSFORMATION PROJECT. THE COMPLETED PHASE 1 INCLUDES A NEW HOSPITAL ATRIUM LOBBY, A 102,000-SQUARE-FOOT MEDICAL OFFICE BUILDING AND A 600-SPACE PARKING FACILITY. PHASE 2, WHICH IS EXPECTED TO BE COMPLETED IN 2019, WILL FEATURE A NEW INPATIENT TOWER WITH PRIVATE PATIENT ROOMS. JEFFERSON STRATFORD HOSPITAL BY THE NUMBERS ------------------------------------------- - 181 ACUTE CARE BEDS - 798 ASSOCIATES - 40,013 EMERGENCY DEPARTMENT VISITS - 5,812 HOSPITAL ADMISSIONS - 4,248 SURGICAL PROCEDURES PERFORMED - 28,724 DIALYSIS CENTER VISITS JEFFERSON HEALTH NEW JERSEY'S BARIATRIC SURGERY PROGRAM CONTINUES TO GROW. ESTABLISHED IN 2007, THERE HAVE BEEN MORE THAN 3,300 BARIATRIC PROCEDURES PERFORMED AT THE CENTER FOR SURGICAL WEIGHT LOSS. JEFFERSON WASHINGTON TOWNSHIP HOSPITAL BY THE NUMBERS ----------------------------------------------------- - 230 ACUTE CARE BEDS - 1,566 ASSOCIATES - 65,218 EMERGENCY DEPARTMENT VISITS - 13,001 HOSPITAL ADMISSIONS - 18,292 SURGICAL PROCEDURES PERFORMED - 28,734 DIALYSIS CENTER VISITS - 7,689 BEHAVIORAL HEALTH ENCOUNTERS - 990 BIRTHS JEFFERSON WASHINGTON TOWNSHIP HOSPITAL PLANS TO UNDERGO A $205 MILLION EXPANSION, ADDING A NEW MULTI-LEVEL HOSPITAL TOWER WITH PRIVATE ROOMS AND A 700-SPACE PARKING FACILITY. VOLUNTEERING ------------ JEFFERSON HEALTH NEW JERSEY IS GRATEFUL TO HAVE THE HELP AND SUPPORT OF HUNDREDS OF COMMUNITY MEMBERS WHO VOLUNTEER AT OUR FACILITIES. IN 2017, MORE THAN 375 VOLUNTEERS OF ALL AGES CONTRIBUTED 36,250 HOURS OF SERVICE TO OUR PATIENTS, VISITORS AND ASSOCIATES IN NEARLY 70 LOCATIONS/DEPARTMENTS THROUGHOUT OUR HEALTH SYSTEM. MAGEE REHABILITATION HOSPITAL ============================= MAGEE REHABILITATION HOSPITAL IS ONE OF 14 FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTERS. THE BRAIN INJURY REHAB PROGRAM AT MAGEE REHABILITATION HOSITAL WAS THE VERY FIRST TO BE ACCREDITED BY THE COMMISSION OF THE ACCREDITATION OF REHABILITATION FACILITIES (CARF). OUR HISTORY ----------- THE FIRST CHAPTER: ANNA JUSTINA MAGEE WAS A FIFTH GENERATION DESCENDANT OF JOHANN CHRISTIAN AND CHRISTINA KNEASS WHO ARRIVED IN PHILADELPHIA FROM ROTTERDAM IN SEPTEMBER 1753. MISS MAGEE WAS BORN ON JANUARY 21, 1843, THE FOURTH DAUGHTER AND ONE OF SEVEN CHILDREN OF JAMES AND CAROLINE MAGEE. JAMES MAGEE AND HIS BUSINESS PARTNER GEORGE TABER MANUFACTURED SADDLERY HARDWARE AT 4TH AND MARKET STREETS, AND FOUND A VERY POPULAR OUTLET FOR THEIR GOODS IN NEW ORLEANS. AS THEIR SOUTHERN TRADE FLOURISHED, THEY INVESTED IN LANDS IN THE SOUTHERN STATES. SOON, THEY FORMED ANOTHER FIRM BEARING THE MAGEE NAME IN NEW ORLEANS WHILE CONTINUING TO DO BUSINESS IN PHILADELPHIA. THE SECOND CHAPTER: JAMES MAGEE RETIRED FROM THE BUSINESS IN 1847 TO PURSUE OTHER INTERESTS. KNOWN AS THE FATHER OF THE PENNSYLVANIA RAILROAD, HE WAS ONE OF ITS INCORPORATORS AND FIRST DIRECTORS. BESIDES OTHER RAILROAD INTERESTS, HE FOUNDED AND SERVED AS THE FIRST PRESIDENT OF WESTMORELAND COAL COMPANY. HE WAS ON ITS BOARD OF DIRECTORS UNTIL HIS DEATH IN 1878. DURING THE SAME PERIOD, HE WAS A VESTRYMAN OF ST. STEPHEN'S EPISCOPAL CHURCH AT 19 SOUTH 10TH STREET IN PHILADELPHIA, WHERE ANNA MAGEE ALSO WORSHIPED AND, IN TRIBUTE TO HER FATHER, LATER BECAME ONE OF ITS MAJOR BENEFACTORS. THE THIRD CHAPTER: AS AN ADULT MISS MAGEE WAS ACTIVE IN MANY RELIGIOUS AND CIVIC ORGANIZATIONS, INCLUDING THE ACORN CLUB, THE PHILADELPHIA SOCIETY OF COLONIAL DAMES OF AMERICA, THE PHILADELPHIA CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION, THE ASSOCIATE COMMITTEE OF WOMEN TO THE BOARD OF TRUSTEES OF THE PENNSYLVANIA SCHOOL OF INDUSTRIAL ART, AND THE HISTORICAL AND GENEALOGICAL SOCIETIES OF PENNSYLVANIA. DESPITE THESE ACTIVITIES, ANNA MAGEE LIVED VERY PRIVATELY AT 1720 WALNUT STREET UNTIL SHE DIED IN 1923 AT THE AGE OF 80. IN HER WILL, IN MEMORY OF HER PARENTS, SHE ENDOWED THE MAGEE PROFESSORSHIP OF MEDICINE AT THE JEFFERSON MEDICAL COLLEGE. AND, WITH A GIFT OF $1,285,000, SHE ESTABLISHED WHAT IS NOW MAGEE REHABILITATION HOSPITAL. ANNA MAGEE BELIEVED THAT THE CITY'S HOSPITAL WARDS WERE OVERCROWDED BECAUSE NEEDY PATIENTS, ALTHOUGH THEY COULD NOT RESUME THEIR NORMAL OCCUPATIONS OR DUTIES, REMAINED THERE TOO LONG AFTER PASSING THE INITIAL STAGE OF ACUTE ILLNESS OR INJURY. SHE ALSO DID NOT WANT PATIENTS' FAMILIES TO BE BURDENED WITH THEIR SUPPORT. SHE ENVISIONED A HOSPITAL FOR CONVALESCENTSONE, SHE STATED THAT SHOULD ENSURE "THE HIGHEST DEGREE OF REASONABLE COMFORT AND HEALTHFULNESS," IN A "STATELY AND DIGNIFIED" BUILDING IN WHICH "NO MONEY SHOULD BE MISUSED FOR ARCHITECTURAL ORNAMENT."
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	THE FOURTH CHAPTER: IN 1954, THE ORPHAN'S COURT OF PHILADELPHIA PERMITTED THE USE OF THE MAGEE TRUST FUND TO ESTABLISH A REHABILITATION CENTER, RULING THAT REHABILITATION WAS NOW SEEN AS A DYNAMIC FORM OF CONVALESCENT CARE AND THAT SUCH SERVICE WAS CONSISTENT WITH THE WISHES OF ANNA MAGEE. THE SEARCH FOR A FOUNDING DIRECTOR OF THE HOSPITAL LED TO H. FRAZER PARRY, M.D., WHO HAD STUDIED WITH DRS. RUSK AND KRUSEN. HE ASSUMED THE POST IN SEPTEMBER 1955, SETTING UP OFFICE SPACE AT 1500 WALNUT STREET WHERE HE WORKED WITH A TEAM TO FIND AN APPROPRIATE BUILDING FOR THE HOSPITAL. A FORMER FACTORY AT 1513 RACE STREET WAS IDEAL BECAUSE OF ITS CENTRAL LOCATION, OPEN FLOOR SPACE, AND RELATIVELY FEW WALLS THAT WOULD HAVE TO BE TAKEN DOWN. THE BUILDING WAS PURCHASED FROM AMERICAN METER COMPANY, AND CONSTRUCTION AND RENOVATIONS BEGAN IN DECEMBER 1956. THE TOTAL COST OF THE PROJECT, WHICH WAS DESIGNED FOR 39 PATIENTS, AMOUNTED TO ABOUT $2.5 MILLION. OPENING CEREMONIES FOR MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS WERE HELD ON MARCH 9, 1958, AND WITH A STAFF OF 30 IN PLACE, THE HOSPITAL, THE FIRST OF ITS KIND IN PHILADELPHIA, BEGAN ADMITTING PATIENTS THE VERY NEXT DAY. IN THE FIRST TWO YEARS, APPROXIMATELY 57 PERCENT OF THE CARE WAS FREE. TODAY: LEADING THE WAY IN INNOVATIVE TECHNIQUES AND REHABILITATION THERAPY FROM THE VERY BEGINNING, MAGEE REHABILITATION IS NOW ACCLAIMED AS ONE OF THE BEST REHABILITATION HOSPITALS IN THE NATION, DUE TO THE VISION OF ANNA MAGEE AND HER LEGACY TO THE COMMUNITY IN THE PHILADELPHIA REGION. WITH OVER 50 YEARS EXPERIENCE IN REHABILITATION CARE, MAGEE STANDS ALONE IN OFFERING OUTSTANDING CARE FOR THE PATIENTS WE ARE PRIVILEGED TO SERVE. 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. 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 OUR 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. 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). 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.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	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	THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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	IRA BRIND, ESQ., WILLIAM A. LANDMAN AND ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP.
CORE FORM, PART VI, SECTION A, QUESTION 4	ON SEPTEMBER 9, 2016, THOMAS JEFFERSON UNIVERSITY ("TJU") ENTERED INTO A "UNIVERSITY COMBINATION AGREEMENT" WITH PHILADELPHIA UNIVERSITY, WHICH AT THE TIME WAS AN INDEPENDENT, NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AND RECOGNIZED AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND WHICH OPERATED A COEDUCATIONAL INSTITUTION. ON JULY 1, 2017 THE PARTIES CONSUMMATED THE TRANSACTION CONTEMPLATED BY THE AGREEMENT, WITH PHILADELPHIA UNIVERSITY AMENDING AND RESTATING ITS ARTICLES OF INCORPORATION TO BECOME A MEMBERSHIP CORPORATION WITH TJU AS ITS SOLE MEMBER. ALTHOUGH THERE REMAIN TWO NON-PROFIT CORPORATIONS, WITH THOMAS JEFFERSON UNIVERSITY AS THE SOLE CORPORATE MEMBER OF PHILADELPHIA UNIVERSITY, THE JULY 1, 2017 TRANSACTION RESULTED IN THE COMBINATION OF THE TWO POSTSECONDARY EDUCATIONAL INSTITUTIONS INTO A SINGLE POSTSECONDARY EDUCATION INSTITUTION OPERATING AS TJU. ADDITIONALLY, EFFECTIVE SEPTEMBER 1, 2017, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE CORPORATE MEMBER OF KENNEDY HEALTH SYSTEM, INC. ("KHS"). TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF KHS AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 10 MEMBERS DESIGNATED BY KHS. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF KHS WAS INTENDED TO ENHANCE ACCESS TO HIGH QUALITY, COST EFFECTIVE CARE TO THE COMMUNITIES SERVED BY BOTH ORGANIZATIONS AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. LASTLY, EFFECTIVE JANUARY 5, 2018, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, TJU BECAME THE SOLE CORPORATE MEMBER OF MAGEE REHABILITATION HOSPITAL ("MAGEE"). MAGEE IS A NOT FOR PROFIT HEALTHCARE ORGANIZATION LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJU ACQUIRED ALL OF THE ASSETS AND LIABILITIES OF MAGEE AND TRANSFERRED NO CONSIDERATION. THE TJU BOARD WAS RECONSTITUTED TO INCLUDE 2 MEMBERS DESIGNATED BY MAGEE. THIS BUSINESS COMBINATION WAS ACCOUNTED FOR AS AN ACQUISITION. THE ACQUISITION OF MAGEE IS INTENDED TO EXPAND THE CONTINUUM OF CARE PROVIDED BY TJU BY ENHANCING THE REHABILITATION SERVICES PROVIDED TO PATIENTS FOLLOWING DISCHARGE FROM THE ACUTE CARE HOSPITAL SETTING AND TO ENHANCE THE EDUCATIONAL AND RESEARCH MISSION OF TJU. TJU IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AND RECOGNIZED AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TJU AND ITS AFFILIATES INCLUDE A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS A RESULT OF THE ACQUISITION OF KHS AND BUSINESS/UNIVERSITY COMBINATIONS WITH MAGEE AND PHILADELPHIA UNIVERSITY, EACH ORGANIZATION PREPARED AMENDED AND RESTATED ARTICLES OF INCORPORATION WHERE TJU BECAME THE SOLE MEMBER OF PHILADELPHIA UNIVERSITY, KHS AND MAGEE.
CORE FORM, PART VI, SECTION B, QUESTION 11B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 AND ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATION FINANCE AND CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND ASSOCIATE VICE PRESIDENT AND 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 ORGANIZATION'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 THE TAX-EXEMPT PARENT ORGANIZATION OF 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 CONFLICTS 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 THE TAX-EXEMPT PARENT ORGANIZATION OF 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. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS 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 COMMITTEES 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 COMMITTEES 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 HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J	CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE J	STEVEN E. MCKENZIE, M.D., PH.D., FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH SYSTEM AS A PROFESSOR OF THOMAS JEFFERSON UNIVERSITY AND A PHYSICIAN OF JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THEODORE TARASCHI, FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH SYSTEM AS THE ASSOCIATE PROVOST FOR RESEARCH CONDUCT AND COMPLIANCE AT THOMAS JEFFERSON UNIVERSITY.
CORE FORM, PART VII, SECTION A, COLUMN B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 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 THE TAX-EXEMPT PARENT ORGANIZATION OF 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 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED ON THIS ORGANIZATION'S FEDERAL FORM 990, SCHEDULE K.
CORE FORM, PART XI; QUESTION 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - INCREASE IN PENSION LIABILITY - $46,517,711; AND - OTHER CHANGES IN TEMPORARILY RESTRICTED NET ASSETS - ($573,617).
CORE FORM, PART XII; QUESTION 2	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 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. THE ORGANIZATION'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.
CORE FORM, PART XII; QUESTION 3	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
925 WALNUT HOLDING LLC
1020 WALNUT STREET	PHILADELPHIA	PA	19107	813840390	REAL ESTATE	PA	$529,471	$11,280,930	TJU
TJU FAIRWATER LLC
1020 WALNUT STREET	PHILADELPHIA	PA	19107	473445382	INVESTMENTS	NY	$0	$0	TJU
JEFFERSON HORIZON RESEARCH LLC
601 WALNUT STREET	PHILADELPHIA	PA	19106	832402762	RESEARCH	PA	$0	$0	TJU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 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
TJUH SYSTEM INC
C/O TJU601 WALNUT STSTE 925E	PHILADELPHIA	PA	19106	263026795	HEALTH SVCS.	PA	501(c)(3)	509(A)(3)	TJU	Yes (true)
THOMAS JEFFERSON UNIVERSITY HOSPITALS
C/O TJU601 WALNUT STSTE 925E	PHILADELPHIA	PA	19106	232829095	HEALTH SVCS.	PA	501(C)(3)	HOSPITAL	TJUH SYSTEM	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	Yes (true)
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	Yes (true)
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	Yes (true)
KENNEDY HEALTH SYSTEM INC
500 MARLBORO AVENUE	CHERRY HILL	NJ	08002	222442036	HEALTH SVCS.	NJ	501(C)(3)	509(A)(1)	TJU	Yes (true)
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	Yes (true)

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	UBI Code VUBICodeVAmt	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	NA
JEFF COMP CONC CTR
4050 S 26TH ST	PHILADELPHIA	PA	19145	464254983	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LP
3 CRESCENT DR	PHILADELPHIA	PA	19112	263910345	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LLC
3 CRESCENT DR	PHILADELPHIA	PA	19112	263911509	HEALTH SVCS.	PA	NA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVE	LEAWOOD	KS	66211	270260289	HEALTH SVCS.	PA	NA
JEFFHEDGE LLC
1301 2ND AVE	SEATTLE	WA	98101	453214379	INVESTMENTS	DE	TJU	RELATED	$746,662	$68,992,993	false	$0	Yes (true)	0.70982
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	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
TJU INC
C/O TJU601 WALNUT STSTE 925E	PHILADELPHIA	PA	19106	232146678	REAL ESTATE	PA	TJU	C CORP.	$714,253	$95,886	1.00000	Yes (true)
WALNUT REALTY CO
C/O TJU601 WALNUT STSTE 925E	PHILADELPHIA	PA	19106	232332416	REAL ESTATE	PA	TJU	C CORP.	$7,215	$0	1.00000	Yes (true)
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.				false
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	Yes (true)	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	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART V	FormAndLineReferenceDesc
Explanation	THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 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.	ExplanationTxt