2018-05-14T11:47:35-05:00 2017-06-30 WithumSmithBrown PC TWO LOGAN SQUARE SUITE 2001 PHILADELPHIA PA 191032726 990 2016-07-01 232858320 JEFFERSON MEDICAL CARE % JACQUELINE S GUILFOYLE CPA JEFF 2155038958 C/O TJU 601 WALNUT ST SUITE 925E PHILADELPHIA PA 191063333 PETER L DEANGELIS JR EVP/CFO 2155038958 2018-05-11 true Scott J Mariani P00642486 2155462140 2016 2022-09-23 18:48:47Z X ANNE BOLAND DOCIMO MD MBA C/O TJU 601 WALNUT ST SUITE 925E PHILADELPHIA PA 191063333 4516963 false X WWW.JEFFERSON.EDU X 1996 PA TO ENGAGE IN THE PRACTICE OF MEDICINE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES. 2 0 0 0 0 0 2000 8494324 4514963 0 0 0 0 8494324 4516963 0 0 0 0 0 0 0 0 0 10431327 5954565 10431327 5954565 -1937003 -1437602 4012224 2265622 21039956 20730956 -17027732 -18465334 X JEFFERSON MEDICAL CARE IS ORGANIZED AND OPERATED TO ENGAGE IN THE PRACTICE OF MEDICINE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES INCLUDING FOR SUCH PURPOSES: A) PRACTICING MEDICINE AND SURGERY THROUGH DULY LICENSED PHYSICIANS AND SURGEONS IN A MANNER BENEFICIAL TO THE COMMUNITY AND IN FURTHERANCE OF THE CHARITABLE AND EDUCATIONAL PURPOSES OF TJU AND TJUH; B) FURNISHING LABORATORY, ANESTHESIOLOGY, RADIOLOGY, AND CLINICAL SUPPORT OF SUCH MEDICAL AND SURGICAL PRACTICE; C) PROVIDING EMERGENCY MEDICAL SERVICES TO ALL, REGARDLESS OF THE ABILITY TO PAY, TO PROVIDE MEDICAL SERVICES TO PATIENTS COVERED BY MEDICARE AND MEDICAID WITHOUT DISCRIMINATION, AND TO ADOPT TO THE SAME POLICY FOR TREATING PATIENTS UNABLE TO PAY THE FULL COST OF SUCH SERVICES AS ADOPTED BY TJUH; D) ESTABLISHING AND ACQUIRING NEW MEDICAL PRACTICES AS PART OF TJU'S INTEGRATED DELIVERY SYSTEM OF PROVIDING HOSPITAL AND MEDICAL CARE. false false 5359108 0 4514963 EXPENSES INCURRED IN PROVIDING PHYSICIAN SERVICES, AND SUPPORTING THE EDUCATIONAL AND RESEARCH MISSION OF THOMAS JEFFERSON UNIVERSITY ("TJU"). 5359108 true false false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 2 0 false false false false true true true true true false false true true true true true true true true false PA X JACQUELINE S GUILFOYLE CPA 2155038958 601 WALNUT ST STE 925E PHILADELPHIA PA 191063333 X ANNE BOLAND DOCIMO MD MBA TRUSTEE - PRESIDENT 55.0 0.0 X X 0 1208237 383284 CHRISTINE ANN ARENSON MD TRUSTEE 50.0 0.0 X 0 355518 327 GENO J MERLI MD FORMER OFFICER 50.0 0.0 X 0 532723 61324 0 2096478 444935 0 true true false 0 2000 2000 NET PATIENT SERVICE REVENUE 621990 4038491 4038491 TEACHING INCOME 621990 398309 398309 OTHER HEALTHCARE RELATED REVENUE 621990 78163 78163 4514963 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4516963 4514963 X 0 0 0 0 0 0 0 0 0 0 121452 109307 12145 1896 1706 190 0 0 0 0 1840056 1656050 184006 0 6439 5795 644 127552 114797 12755 18466 16619 1847 0 352911 317620 35291 14122 12710 1412 0 13443 12099 1344 0 0 196402 176762 19640 0 ALLOC. OF PERSONNEL COSTS 2813791 2532412 281379 0 MEDICAL SUPPLIES 386699 348029 38670 0 DUES & SUBSCRIPTIONS 21978 19780 2198 0 OTHER EXPENSES 39358 35422 3936 0 5954565 5359108 595457 0 X 300 0 0 0 0 0 1345294 4733 0 0 0 0 0 0 0 0 18000 0 5359693 3098804 2568630 2260889 0 0 0 0 0 0 80000 0 0 0 4012224 2265622 1052853 73034 0 0 10656 0 0 0 0 0 0 0 0 0 0 0 19976447 20657922 21039956 20730956 X -17027732 -18465334 0 0 0 0 -17027732 -18465334 4012224 2265622 -1437602 X X false true X true false X X 1 THOMAS JEFFERSON UNIVERSITY HOSPITALS INC 232829095 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 3169345 943272 2226073 2190348 2155532 34816 2260889 0 UNIVERSITY HOSPITALS, INC. 20657922 20657922 X X X X false true false false false false false true false ANNE BOLAND DOCIMO MD MBA TRUSTEE - PRESIDENT 0 723804 0 400694 0 83739 0 375390 0 7894 0 1591521 0 0 CHRISTINE ANN ARENSON MD TRUSTEE 0 349832 0 0 0 5686 0 0 0 327 0 355845 0 0 GENO J MERLI MD FORMER OFFICER 0 414503 0 71668 0 46552 0 45607 0 15717 0 594047 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2016 FORMS W-2. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES PARTICIPATION IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN THE INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: GENO J. MERLI, M.D., $11,530. 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 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ANNE BOLAND DOCIMO, M.D., MBA, $80,890 AND GENO J. MERLI, M.D., $9,339. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ANNE BOLAND DOCIMO, M.D., MBA, $260,000. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2016 WHICH AMOUNTS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2016 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. CORE FORM, PART I, LINES 3 & 4 & PART VI, SECTION A; QS 1A & 1B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS REFLECTED ON CORE FORM, PART I, LINES 3 AND 4 AND ALSO IN PART VI, LINES 1A AND 1B, THERE ARE A TOTAL OF TWO VOTING MEMBERS ON THE BOARD OF TRUSTEES. OF THESE TWO VOTING MEMBERS, NONE ARE INDEPENDENT DUE TO THE FACT THAT THEY ARE EMPLOYED BY AN AFFILIATE WITHIN THE SYSTEM AND RECEIVE COMPENSATION IN THEIR RESPECTIVE ROLES. ALTHOUGH THIS FEDERAL FORM 990 SHOWS NO INDEPENDENT BOARD OF TRUSTEES UNDER THE NEW INTERNAL REVENUE SERVICE DEFINITIONS; THIS ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CONTROLLED BY THOMAS JEFFERSON UNIVERSITY; WHICH IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS. CORE FORM, PART V, LINE 2A AND PART IX, LINE 24 JEFFERSON MEDICAL CARE ("JMC") HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH"). AS SUCH, TJUH ISSUES ALL REQUIRED FORMS W-2 RELATED TO THE EMPLOYEES OF JMC. THEREFORE, FORM 990, PART V, LINE 2A IS ZERO. MOREOVER, THE PAYROLL AND RELATED BENEFITS EXPENSE RELATED TO SUCH EMPLOYEES ARE REPORTED AS ALLOCATION OF PERSONNEL COSTS ON FORM 990, PART IX, LINE 24, SINCE THESE EXPENSES ARE PAID BY TJUH TO THE EMPLOYEES AND THE TRANSACTIONS ARE ACCOUNTED FOR THROUGH INTERCOMPANY TRANSACTIONS BETWEEN JMC AND TJUH. CORE FORM, PART V, LINE 1A AND PART VII, SECTION B JEFFERSON MEDICAL CARE ("JMC") HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH"). AS SUCH, TJUH ISSUES ALL REQUIRED FORMS 1099 RELATED TO THE INDEPENDENT CONTRACTORS OF JMC. THEREFORE, FORM 990, PART V, LINE 1A IS ZERO. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 JEFFERSON PHYSICIAN SERVICES ("JPS") IS THE SOLE MEMBER OF THIS ORGANIZATION. TJUH SYSTEM, INC. ("TJUH SYSTEM") IS THE SOLE MEMBER OF JPS. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF TJUH SYSTEM. ACCORDINGLY, TJU HAS THE ULTIMATE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE FORM 990 IS REVIEWED INTERNALLY BY MANAGEMENT OF THOMAS JEFFERSON UNIVERSITY ("TJU"), AN AFFILIATE OF JEFFERSON MEDICAL CARE. IT IS THEN PROVIDED TO THE BOARD of TRUSTEES OF JEFFERSON MEDICAL CARE BEFORE FILING. CORE FORM, PART VI, SECTION B; QUESTION 12 THOMAS JEFFERSON UNIVERSITY ("UNIVERSITY") POLICY NO. 102.13 ("THE POLICY") GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE UNIVERSITYS BOARD OF TRUSTEES AND AFFILIATE ENTITY BOARDS. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE UNIVERSITY 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 POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE UNIVERSITYS 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. (JULY 1 THROUGH JUNE 30). THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH HE OR SHE ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS, AS THAT TERM IS DEFINED IN THE POLICY. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE UNIVERSITYS 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 UNDER THE POLICY AND QUESTIONS REQUIRED UNDER THE POLICY FOR EMPLOYEES. ALL PERSONS COVERED UNDER THE UNIVERSITYS 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 UNIVERSITY MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE UNIVERSITY COMPILES AND ISSUES TO THE EXECUTIVE COMMITTEE A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS. THE BOARD OF TRUSTEES FOR ITSELF OR THROUGH DELEGATION TO THE AUDIT, COMPLIANCE AND RISK 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 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, THE UNIVERSITY REPORTS ON ITS INTERNAL REVENUE SERVICE FORM 990 AND SCHEDULES INFORMATION OBTAINED FROM THE COI DISCLOSURE PROCESS THAT PERTAINS TO RELATIONSHIPS AND TRANSACTIONS AFFECTING GOVERNANCE RELATED MATTERS. CORE FORM, PART VI, SECTION B; QUESTION 15 THOMAS JEFFERSON UNIVERSITY ("TJU") IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THE TJU BOARD OF TRUSTEES HAS CHARGED THE COMPENSATION AND HUMAN CAPITAL COMMITTEE (THE "COMMITTEE") WITH THE OVERSIGHT OF TJUS EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT AND CEO, 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 TJUS COMPENSATION PHILOSOPHY, WHICH SUPPORTS TJUS 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 TJU 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 AND CEO AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. TJUS EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE ORGANIZATION, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO TJUS 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 ORGANIZATIONS 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 A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. BOARD OF TRUSTEES. CORE FORM, PART VII AND SCHEDULE J GENO J. MERLI, M.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 PHYSICIAN OF JEFFERSON UNIVERSITY PHYSICIANS; BOTH RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; BALANCE SHEET RESTATEMENT CERTAIN RECLASSIFICATIONS HAVE BEEN MADE TO THE PRIOR YEAR BALANCES PREVIOUSLY REPORTED TO CONFORM TO THE CURRENT YEAR PRESENTATION IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE RECLASSIFICATIONS INCORPORATED PRIOR PERIOD ADJUSTMENTS, AND THEREFORE, THE ORGANIZATION'S BEGINNING NET ASSETS WERE ADJUSTED TO REFLECT THE RECLASSIFICATION. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2017 AND JUNE 30, 2016; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S AUDIT 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. FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:1711329 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:72381 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:56346 THOMAS JEFFERSON UNIVERSITY 601 WALNUT STREET SUITE 925E PHILADELPHIA PA 19106 231352651 EDUCATION PA 501(C)(3) 509(A)(1) NA false TJUH SYSTEM INC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA PA 19106 263026795 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU false 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 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)(3) 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. 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PA NA C CORP. false TF DEVELOPMENT LTD 3 VILLAGE ROAD HORSHAM PA 19044 232197865 REAL ESTATE PA NA C CORP. false false false false false false false false false false false false false false false false true false true false SCHEDULE R, PART V THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. BOTH, THOMAS JEFFERSON UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. 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.