2019-05-14T09:28:46-05:00 2018-06-30 WithumSmithBrown PC TWO LOGAN SQUARE SUITE 2001 PHILADELPHIA PA 191032726 990 2017-07-01 231352651 THOMAS JEFFERSON UNIVERSITY % PETER L DEANGELIS JR THOM 2155038344 601 WALNUT STREET SUITE 925E PHILADELPHIA PA 191063333 PETER L DEANGELIS JR EVP CFO/CAO 2159554773 2019-05-10 true Scott J Mariani P00642486 2155462140 148.77.36.74 22006220191345000084 2019-05-14 P B4F49B62ABB70139397F9A781BA9C9E9BE652F2C B4F49B62ABB70139397F9A781BA9C9E9BE652F2C 2017 2019-02-21 02:37:17Z STEPHEN K KLASKO MD MBA 925 CHESTNUT STREET PHILADELPHIA PA 19107 699882154 false X WWW.JEFFERSON.EDU X 1824 PA IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. 44 40 5590 2212 3862148 3763840 40274409 30787594 542313254 607063863 13618761 50056736 3905168 8968794 600111592 696876987 20586943 22677771 0 0 339907569 383222346 0 0 7864228 226585148 272146285 587079660 678046402 13031932 18830585 2183647224 2783358881 1537884197 2072010733 645763027 711348148 X 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. false false 241741675 15563044 252644719 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. 107982991 7114727 96106544 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. 255504659 0 267028441 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. 605229325 true true false true false false false true false true true false true true true false false true true false true true false false true false false true true true true false false false false false true false false false false true true false false true true true true false false true X 1284 0 true 5590 true true true false false false false true true false false false false X 44 40 true false true false false false false true true false false true true true true true true true true true true CA PA X PETER L DEANGELIS JR 2159554773 925 CHESTNUT STREET PHILADELPHIA PA 19107 X STEPHEN P CRANE CHAIRMAN - TRUSTEE 5.0 0.0 X X 0 0 0 RICHARD ROTHMAN MD VICE CHAIRMAN - TRUSTEE 5.0 0.0 X X 0 0 0 PATRICIA WELLENBACH SECRETARY - TRUSTEE 5.0 0.0 X X 0 0 0 RICHARD W HEVNER TREASURER - TRUSTEE 5.0 0.0 X X 0 0 0 ROBERT S ADELSON ESQ TRUSTEE 5.0 0.0 X 0 0 0 DAVID ARCHIBALD EDD TRUSTEE 5.0 0.0 X 0 0 0 ROBERT I BARSKY DO TRUSTEE 5.0 0.0 X 0 0 0 DAVID R BINSWANGER TRUSTEE 5.0 0.0 X 0 0 0 JAY W BLUMENTHAL TRUSTEE 5.0 0.0 X 0 0 0 IRA BRIND ESQ TRUSTEE 5.0 0.0 X 0 0 0 THOMAS S BROWN ESQ TRUSTEE 5.0 0.0 X 0 0 0 RONALD L CAPUTO TRUSTEE 5.0 0.0 X 0 0 0 ALFRED J D'ANGELO JR ESQ TRUSTEE 5.0 0.0 X 0 0 0 ROBERT DISTANISLAO TRUSTEE 5.0 0.0 X 0 0 0 JOHN F DURANTE TRUSTEE 5.0 0.0 X 0 0 0 BRUCE K ENTWISLE TRUSTEE 5.0 0.0 X 0 0 0 WILLIAM FINN TRUSTEE 5.0 0.0 X 0 0 0 H RICHARD HAVERSTICK JR TRUSTEE 5.0 0.0 X 0 0 0 STEPHEN K KLASKO MD MBA TRUSTEE-PRES/CEO TJU&JEFF HLTH 60.0 0.0 X X 2426724 0 1331969 WILLIAM A LANDMAN TRUSTEE 5.0 0.0 X 0 0 0 MARVIN MASHNER TRUSTEE 5.0 0.0 X 0 0 0 JOSEPH MARESSA JR ESQ TRUSTEE 5.0 0.0 X 0 0 0 EILEEN MARTINSON TRUSTEE 5.0 0.0 X 0 0 0 EDWARD F MCKENNA III TRUSTEE 5.0 0.0 X 0 0 0 LESLIE MCNAMARA TRUSTEE 5.0 0.0 X 0 0 0 AUSTIN A MEEHAN III PE TRUSTEE 5.0 0.0 X 0 0 0 RONALD J NAPLES TRUSTEE 5.0 0.0 X 0 0 0 JOHN S OYLER ESQ TRUSTEE 5.0 0.0 X 0 0 0 BRUCE B PAPARONE TRUSTEE 5.0 0.0 X 0 0 0 VIVIAN PINN MD TRUSTEE 5.0 0.0 X 0 0 0 DUNCAN B PITCAIRN TRUSTEE 5.0 0.0 X 0 0 0 DANIEL J RAGONE CPA TRUSTEE 5.0 0.0 X 0 0 0 RICHARD T RILEY TRUSTEE 5.0 0.0 X 0 0 0 CARO U ROCK TRUSTEE 5.0 0.0 X 0 0 0 BENJAMIN V SANCHEZ ESQ CPA TRUSTEE 5.0 0.0 X 0 0 0 PHILIP J SASSO MD TRUSTEE 5.0 0.0 X 0 0 0 JOHN P SILVESTRI TRUSTEE 5.0 0.0 X 0 0 0 ALBERT E SMITH CPA TRUSTEE 5.0 0.0 X 0 0 0 JOSEPH A SMITH TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL SNEED TRUSTEE 5.0 0.0 X 0 0 0 MERYLE TWERSKY ESQ TRUSTEE 5.0 0.0 X 0 0 0 TRISTA WALKER TRUSTEE 5.0 0.0 X 0 0 0 JOHN WALP TRUSTEE 5.0 0.0 X 0 0 0 CRAIG WHITE TRUSTEE 5.0 0.0 X 0 0 0 ROBERT J TRUITT LHD TRUSTEE (TERM 12/2017) 5.0 0.0 X 0 0 0 EDWARD A TURZANSKI TRUSTEE (TERM 1/2018) 5.0 0.0 X 0 0 0 CRISTINA G CAVALIERI ESQ ASST SEC-EVP CHIEF LEG COUNSEL 60.0 0.0 X 1089509 0 277764 PETER L DEANGELIS JR ASST TREAS - EVP, CFO & CAO 60.0 0.0 X 1281132 0 414735 BRUCE A MEYER MD MBA EVP, TJU & PRES JH (EFF 9/17) 60.0 0.0 X 517522 0 178714 LAURENCE M MERLIS EVP, STRATEGIC PTPS (EFF 5/18) 60.0 0.0 X 1783831 436014 630721 MARK L TYKOCINSKI MD EVP, ACAD AFF & PROVOST TJU 60.0 0.0 X 1521129 0 270106 ANNE BOLAND DOCIMO MD MBA EVP, POPULATION HEALTH & CCTO 55.0 0.0 X 1150535 0 258620 KATHLEEN KINSLOW CRNA MBA EVP, CHIEF INTEGRATION OFFICER 55.0 0.0 X 1005233 244242 364323 JOHN C EKARIUS EVP, CHIEF OF STAFF 55.0 0.0 X 996793 0 267850 KATHLEEN GALLAGHER EVP, COO - THOMAS JEFF. UNIV. 55.0 0.0 X 922904 0 331245 ELIZABETH DALE EDD EVP, CHIEF ADVANCEMENT OFFICER 55.0 0.0 X 839669 0 319282 JEFFREY STEVENS EVP, CHIEF HUMAN RES. OFFICER 55.0 0.0 X 826306 0 314601 CHARLES G LEWIS EVP, CHIEF GRWTH&MRKT OFFICER 55.0 0.0 X 666760 0 297661 ROSALYN RITTS PHD EVP, CHIEF INNOVATION OFFICER 55.0 0.0 X 570082 0 75062 JOSEPH HILL SVP, CHIEF DIVERSITY OFFICER 55.0 0.0 X 427595 0 49764 ALFRED C SALVATO SVP, CAPITAL MANAGEMENT & CIO 55.0 0.0 X 703634 0 83062 MICHAEL J VERGARE MD EVP, PARTNERSHIPS&AFFILIATIONS 55.0 0.0 X 685297 4636 57301 RONALD BOWLAN SVP, FACILITIES & CAMPUS PLAN. 55.0 0.0 X 453168 0 54536 STEPHEN SPINELLI CHANCELLOR 55.0 0.0 X 312435 203228 205152 ROBERT H ROSENWASSER MD PROFESSOR & JUP PHYSICIAN 50.0 0.0 X 1665431 283250 252007 WILLIAM M KEANE MD PROFESSOR & JUP PHYSICIAN 50.0 0.0 X 887020 812500 95466 JAMES S HARROP MD PROFESSOR & JUP PHYSICIAN 50.0 0.0 X 242520 1139195 75094 CHARLES J YEO MD FACS PROFESSOR & JUP PHYSICIAN 50.0 0.0 X 576557 662850 104931 MARC R ROSEN MD PROFESSOR & JUP PHYSICIAN 50.0 0.0 X 114274 1096492 65014 STEVEN E MCKENSIZE MDPHD FORMER OFFICER 50.0 0.0 X 315773 61395 56440 THEODORE F TARASCHI PHD FORMER OFFICER 50.0 0.0 X 267129 0 49710 PRAVEEN CHOPRA FORMER OFFICER 0.0 0.0 X 754588 0 50312 JOHN J KELLY MD FORMER OFFICER 0.0 0.0 X 0 972128 17848 23003550 5915930 6549290 753 true true false GE HEALTHCARE IITS USA CORP 15724 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 IT 13073988 HARMELIN ASSOCIATES INC 525 RIGHTERS FERRY ROAD BALA CYNWYD PA 19004 ADVERTISING 3274176 HA STORAGE SYSTEMS INC 11479 VALLEY VIEW ROAD EDEN PRAIRIE MN 55344 IT 3200903 NBBJ LP PO BOX 742088 LOS ANGELES CA 900742088 ARCHITECTURE 3189287 CANUSO JORDEN INC 1839 BUSTLETON PIKE FEASTERVILLE PA 19053 CONSTRUCTION 3067390 113 X 239778 85000 1000000 29462816 2623981 30787594 EDUCATION 611300 252644719 252644719 ACADEMIC RESEARCH 547712 96106544 96106544 RENTAL INCOME FROM AFFILIATES 351190 2125137 2125137 PROGRAM SERVICE RELATED REVENUE 611300 256187463 256187463 607063863 1593735 802951 790784 0 0 2753062 2500109 252953 0 252953 252953 48463001 48463001 48463001 3052540 45410461 505058 239778 505058 0 0 0 0 0 0 PARKING 541800 8709184 8709184 BOOKSTORE 541800 6657 6657 8715841 696876987 615773047 3862148 46454198 5349527 5349527 15563044 15563044 1765200 1765200 0 23823907 21346660 2085519 391728 0 287242684 257374741 25144915 4723028 13760231 12329421 1204555 226255 38650299 34631381 3383405 635513 19745225 18018755 1467591 258879 706983 706983 5590180 4963147 627033 1616087 1253026 363061 727324 617490 109834 0 5081554 5081554 56549292 45574705 10765646 208941 15056159 11735220 3320204 735 16897377 14961057 1528080 408240 26146313 20438887 5564574 142852 0 31841693 24971965 6493309 376419 17226661 16847364 243954 135343 0 1881234 1710891 163790 6553 9303351 9303351 0 28088067 28088067 -2686211 -3049424 363213 RESEARCH SUPPLIES 10371341 10371209 132 0 REPAIRS & MAINTENANCE 7784763 6439432 1345331 0 DUES & SUBSCRIPTIONS 8273274 7480260 778554 14460 MEDICAL SUPPLIES 7345424 7345275 149 0 24345419 24010137 335282 678046402 605229325 64952849 7864228 X 0 0 25183523 105463201 111359436 101996292 14649777 15986725 300000 300000 0 0 26280896 24044207 1271869 1565696 19613672 22534300 869848633 481317309 364167318 388531324 0 0 0 0 725650965 983708293 0 0 895169768 1139228843 2183647224 2783358881 108265490 178770399 0 0 20190624 20967162 1173738791 1674287074 0 0 0 0 102558 76050 0 0 235586734 197910048 1537884197 2072010733 X 213274712 267618094 217076911 219733307 215411404 223996747 645763027 711348148 2183647224 2783358881 X 18830585 760442 50000 45944094 X X false true X true true true X 98330919 18423898 56883580 40274409 30787594 244700400 0 0 98330919 18423898 56883580 40274409 30787594 244700400 14966145 229734255 12043995 11962114 10469379 10198680 4346797 49020965 0 0 293721365 2415164820 0.78215 0.73160 X false true false false false false true 727324 false true 727324 false SCHEDULE C, PART II-B, LINES 1G & 1I 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. 5603766 X X X false false false 539088000 15919000 39911000 4851000 21833000 4169000 564065000 500942000 13919000 54168000 4606000 21368000 3967000 539088000 437750000 81445000 6704000 4433000 17419000 3105000 500942000 375697000 63928000 19241000 3636000 14511000 2969000 437750000 336657000 15559000 44062000 3337000 14340000 2904000 375697000 0.49530 0.29890 0.20580 false false 47576178 47576178 572105729 334543739 237561990 9223885 9223885 213712857 146773570 66939287 27229984 27229984 388531324 ASSETS WHOSE USE IS LIMITED 265740290 F SHORT-TERM INVESTMENTS 124530033 F LONG-TERM INVESTMENTS 593437970 F 983708293 DUE FROM AFFILIATES 1118249366 OTHER RECEIVABLES 9095401 OTHER ASSETS 11884076 1139228843 0 GRANT & CONTRACT ADVANCES 25730330 FEDERAL STUDENT LOAN ADVANCES 9267258 ACCRUED PENSION LIABILITY 124780180 OTHER LIABILITIES 38132280 197910048 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. true true true true true true true false false false false false false false false true false true 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. true Europe (Including Iceland and Greenland) Grantmaking 998131 South Asia Grantmaking 735554 Middle East and North Africa Grantmaking 13199 South America Grantmaking 8316 North America Grantmaking 10000 Europe (Including Iceland and Greenland) Investments 28269485 East Asia and the Pacific Investments 23357742 South America Investments 632125 North America Investments 17481509 Central America and the Caribbean Investments 75874939 Middle East and North Africa Investments 183 Europe (Including Iceland and Greenland) Investments 1753045 149134228 149134228 Europe (Including Iceland and Greenland) SPONSORED 47144 ACH Europe (Including Iceland and Greenland) SPONSORED 740422 ACH Europe (Including Iceland and Greenland) SPONSORED 55874 CHECK Europe (Including Iceland and Greenland) SPONSORED 125815 ACH South Asia SPONSORED 735554 ACH Europe (Including Iceland and Greenland) SPONSORED 18343 ACH Middle East and North Africa SPONSORED 13199 ACH Europe (Including Iceland and Greenland) SPONSORED 10534 ACH South America SPONSORED 8316 ACH North America SPONSORED 10000 ACH 9 1 true false false false true false 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. 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THAT DELIVERABLES ARE BEING MET. X X X true true X X X X true true false false false false false true false STEPHEN K KLASKO MD MBA TRUSTEE-PRES/CEO TJU&JEFF HLTH 1452154 0 900000 0 74570 0 1313772 0 18197 0 3758693 0 0 0 CRISTINA G CAVALIERI ESQ ASST SEC-EVP CHIEF LEG COUNSEL 686470 0 252540 0 150499 0 262368 0 15396 0 1367273 0 0 0 PETER L DEANGELIS JR ASST TREAS - EVP, CFO & CAO 852703 0 360065 0 68364 0 399339 0 15396 0 1695867 0 0 0 BRUCE A MEYER MD MBA EVP, TJU & PRES JH (EFF 9/17) 310680 0 150000 0 56842 0 156121 0 22593 0 696236 0 0 0 LAURENCE M MERLIS EVP, STRATEGIC PTPS (EFF 5/18) 900248 205917 837120 0 46463 230097 603712 10296 15656 1057 2403199 447367 0 221229 MARK L TYKOCINSKI MD EVP, ACAD AFF & PROVOST TJU 837958 0 321300 0 361871 0 252160 0 17946 0 1791235 0 268743 0 ANNE BOLAND DOCIMO MD MBA EVP, POPULATION HEALTH & CCTO 737968 0 356500 0 56067 0 250749 0 7871 0 1409155 0 2500 0 KATHLEEN KINSLOW CRNA MBA EVP, CHIEF INTEGRATION OFFICER 675426 160592 285187 0 44620 83650 331855 15900 15396 1172 1352484 261314 0 79958 JOHN C EKARIUS EVP, CHIEF OF STAFF 553089 0 207215 0 236489 0 259979 0 7871 0 1264643 0 102655 0 KATHLEEN GALLAGHER EVP, COO - THOMAS JEFF. UNIV. 582258 0 226800 0 113846 0 315849 0 15396 0 1254149 0 39093 0 ELIZABETH DALE EDD EVP, CHIEF ADVANCEMENT OFFICER 542746 0 218955 0 77968 0 308886 0 10396 0 1158951 0 20221 0 JEFFREY STEVENS EVP, CHIEF HUMAN RES. OFFICER 544515 0 201300 0 80491 0 292253 0 22348 0 1140907 0 0 0 CHARLES G LEWIS EVP, CHIEF GRWTH&MRKT OFFICER 439947 0 159300 0 67513 0 273616 0 24045 0 964421 0 0 0 ROSALYN RITTS PHD EVP, CHIEF INNOVATION OFFICER 394719 0 143159 0 32204 0 52714 0 22348 0 645144 0 0 0 JOSEPH HILL SVP, CHIEF DIVERSITY OFFICER 305620 0 90625 0 31350 0 35100 0 14664 0 477359 0 0 0 ALFRED C SALVATO SVP, CAPITAL MANAGEMENT & CIO 491586 0 146708 0 65340 0 67092 0 15970 0 786696 0 26871 0 MICHAEL J VERGARE MD EVP, PARTNERSHIPS&AFFILIATIONS 504245 4636 106124 0 74928 0 39137 464 17700 0 742134 5100 0 0 RONALD BOWLAN SVP, FACILITIES & CAMPUS PLAN. 324908 0 93105 0 35155 0 37287 0 17249 0 507704 0 0 0 STEPHEN SPINELLI CHANCELLOR 285890 165900 0 0 26545 37328 35100 13085 8082 148885 355617 365198 0 0 ROBERT H ROSENWASSER MD PROFESSOR & JUP PHYSICIAN 1366627 283250 118884 0 179920 0 208286 28325 15396 0 1889113 311575 136512 0 WILLIAM M KEANE MD PROFESSOR & JUP PHYSICIAN 741896 812500 53016 0 92108 0 43568 27000 24898 0 955486 839500 0 0 JAMES S HARROP MD PROFESSOR & JUP PHYSICIAN 223118 1139195 0 0 19402 0 25500 27000 22594 0 290614 1166195 0 0 CHARLES J YEO MD FACS PROFESSOR & JUP PHYSICIAN 311250 662850 236810 0 28497 0 55337 27000 22594 0 654488 689850 246 0 MARC R ROSEN MD PROFESSOR & JUP PHYSICIAN 88791 1096492 0 0 25483 0 12870 27000 25144 0 152288 1123492 0 0 STEVEN E MCKENSIZE MDPHD FORMER OFFICER 278694 61395 25000 0 12079 0 35100 6140 15200 0 366073 67535 0 0 THEODORE F TARASCHI PHD FORMER OFFICER 233647 0 25920 0 7562 0 34570 0 15140 0 316839 0 0 0 PRAVEEN CHOPRA FORMER OFFICER 230644 0 193588 0 330356 0 27964 0 22348 0 804900 0 30281 0 JOHN J KELLY MD FORMER OFFICER 0 403181 0 223601 0 345346 0 12500 0 5348 0 989976 0 15364 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. A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917RHC2 2006-12-13 63412500 REFUNDING PREVIOUS BOND & CAP EXP false false false B MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY 232328939 613604VK0 2009-11-04 154203713 REFUNDING OF LOANS/BONDS & CAP EXP false false true C PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917R8G3 2012-10-04 45634203 CAPITAL PURCHASES & IMPROVEMENTS false false false D MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY 232328939 613604WK9 2012-08-02 205883542 REFUNDING PREVIOUS BONDS & CAP EXP false false true A 52142500 0 63412500 0 0 0 420474 777430 0 62214596 0 0 2007 false true true true B 148868713 0 154203713 0 0 0 1587477 0 0 9241000 143375236 0 2009 true false true true C 6114203 0 45634203 0 0 0 562929 0 0 21285000 23786274 0 2014 true false true true D 112438542 0 205886594 0 0 0 1973968 0 0 34050210 169862416 0 2013 true false true true A 0 B false true true true false 0.00800 0.00800 false true 0.00300 true C false true false false 0.00260 0.00260 false false false true D false true true true false 0.00300 0.00300 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true C false false false true false false 0 false 0 false true D false false false true true false 0 false 0 false true A true B true C true D true 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. A PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917SNP4 2015-02-26 550268991 CONSTRUCTION & REFUNDING PREV BOND false false false B PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71781XCR2 2017-02-08 380043540 REFINANCE PRIOR BONDS & CAP PROJ. false false false C MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH 232247147 613603ZK8 2018-05-03 539430006 REFINANCE PRIOR BONDS & CAP PROJ. false false false A 523991 0 550268991 0 0 0 4608598 0 0 545660383 0 0 2016 true false false true B 17208540 0 380043540 0 0 0 3811350 0 0 0 0 22414878 2018 true false false true C 0 0 539730432 0 0 0 4432770 0 0 6431410 247866000 28100252 2021 true false false true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true A false false false true true false 0 false 0 false true B false true false false true false 0 false 0 false true C false true false false true false 0 false 0 false true A true B true C true STEPHEN K KLASKO PRES/CEO MORTGAGE X 300000 300000 false true true 300000 RICHARD ROTHMAN TRUSTEE MAJORITY OWNER H RONALD KLASKO LEGAL SERVICES X 22 2093423 FMV X MEDICAL EQUIPMENT 2 422758 FMV X BILLBOARD ADVERTISING 1 92000 FMV X JEWELRY 1 10800 FMV X MEALS 1 5000 FMV false true false 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. 925 WALNUT HOLDING LLC 1020 WALNUT STREET PHILADELPHIA PA 19107 813840390 REAL ESTATE PA 529471 11280930 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 TJUH SYSTEM INC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA PA 19106 263026795 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU true THOMAS JEFFERSON UNIVERSITY HOSPITALS C/O TJU601 WALNUT STSTE 925E PHILADELPHIA PA 19106 232829095 HEALTH SVCS. 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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 true true false true true false false false false true false true false true true true true true SCHEDULE R, PART V 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.