PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH (EIN 23-2810852)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-13
IRS object ID
201511339349302221
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-13T10:35:09-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1700AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232810852EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITYBusinessNameLine1
Business Name Line2OF PENNSYLVANIA HEALTH SYSTEMBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of% ANTHONY ZUMPANOInCareOfNm
Business Name ControlPRESBusinessNameControlTxt
Phone2156624868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line151 NORTH 39TH STREETAddressLine1
Address Line2SuiteAddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code191042640ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichele M VolpePersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone2156624868PhoneNum
Signature2015-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer Personantonio c russo directorPreparerPersonNm
PTINP00858539PTIN
Phone2156624868PhoneNum
Preparation2015-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVID C AUTEN ESQPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 MARKET STREET SUITE 320AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19104ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$445,317,694GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.pennmedicine.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1995FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionPROVISION OF CHARITABLE HEALTHCARE SERVICESActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee2707TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,092,698PYContributionsGrantsAmt
CY Contributions Grants$4,040,797CYContributionsGrantsAmt
PY Program Service Revenue$411,219,093PYProgramServiceRevenueAmt
CY Program Service Revenue$431,817,554CYProgramServiceRevenueAmt
PY Investment Income$3,290,202PYInvestmentIncomeAmt
CY Investment Income$2,429,645CYInvestmentIncomeAmt
PY Other Revenue$10,295,378PYOtherRevenueAmt
CY Other Revenue$7,029,698CYOtherRevenueAmt
PY Total Revenue$429,897,371PYTotalRevenueAmt
CY Total Revenue$445,317,694CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$189,093,796PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$186,404,222CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$92,812CYTotalFundraisingExpenseAmt
PY Other Expenses$233,308,813PYOtherExpensesAmt
CY Other Expenses$237,797,476CYOtherExpensesAmt
PY Total Expenses$422,402,609PYTotalExpensesAmt
CY Total Expenses$424,201,698CYTotalExpensesAmt
PY Revenues Less Expenses$7,494,762PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$21,115,996CYRevenuesLessExpensesAmt
Total Assets BOY$394,117,852TotalAssetsBOYAmt
Total Assets EOY$483,103,329TotalAssetsEOYAmt
Total Liabilities BOY$113,315,872TotalLiabilitiesBOYAmt
Total Liabilities EOY$168,000,463TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$280,801,980NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$315,102,866NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVISION OF CHARITABLE HEALTHCARE SERVICESMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$387,147,207ExpenseAmt
Grant$0GrantAmt
Revenue$435,316,645RevenueAmt
DescPRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN HOSPITAL" OR THE "HOSPITAL") IS A 331-BED ACADEMIC MEDICAL CENTER, WHICH IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS"), D/B/A PENN PRESBYTERIAN MEDICAL CENTER (PPMC). PPMC'S SPECIALTIES INCLUDE ANESTHESIA, DERMATOLOGY, EMERGENCY MEDICINE, MEDICAL IMAGING, MEDICINE, NEUROLOGY, GYNECOLOGY, OPHTHALMOLOGY, SURGERY, ORTHOPEDIC SURGERY AND CARDIOLOGY. THE HOSPITAL'S MISSION HAS BEEN TO PROVIDE THE HIGHEST LEVEL OF HEALTH CARE FOR ALL MEMBERS OF THE COMMUNITY, REGARDLESS OF THEIR ABILITY TO PAY. THE HOSPITAL SUBSIDIZES THE COST OF TREATING PATIENTS WHO ARE UNINSURED AND UNABLE TO PAY OR WHO ARE ON GOVERNMENT ASSISTANCE WHERE REIMBURSEMENT FALLS BELOW THE COST OF CARE PROVIDED. PPMC ACCEPTS PATIENTS IN SERIOUS NEED OF PROFESSIONAL MEDICAL CARE, INDEPENDENT OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDED THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN PLACING THE HEALTH OF THE INDIVIDUAL IN JEOPARDY, OR SERIOUS IMPAIRMENT OF BODILY FUNCTIONS. IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS (WHICH INCLUDES THE HUP & CPUP DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA, AS WELL AS CERTAIN AFFILIATES OF THE UNIVERSITY INCLUDING PRESBYTERIAN) ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. I. HEALTH CARE SERVICES > EMERGENCY SERVICES PRESBYTERIAN HOSPITAL'S EMERGENCY FACILITY IS EQUIPPED AND STAFFED TO PROVIDE EXCELLENT MEDICAL CARE 24 HOURS A DAY, SEVEN DAYS A WEEK. IT IS A TRIAGE AND TREATMENT AREA FOR EACH AND EVERY PATIENT, AND TREATS MAJOR AND MINOR MEDICAL EMERGENCIES. THE DEPARTMENT ALSO SERVES AS AN ENTRANCE POINT INTO THE HEALTH CARE SYSTEM FOR THOSE WHO NEED CONTINUED MEDICAL CARE AND NURSING INTERVENTION AND AS A REFERRING AGENCY TO OTHER DISCIPLINES WITHIN THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. INPATIENT AND OUTPATIENT CARE WILL BE PROVIDED IN A MANNER THAT DOES NOT DISCRIMINATE AGAINST PATIENTS ON THE BASIS OF RACE, COLOR, NATIONAL ORIGIN, ANCESTRY, RELIGIOUS CREED, SEX, AGE, MARITAL STATUS, SEXUAL PREFERENCE OR GENDER IDENTITY, OR PHYSICAL OR MENTAL DISABILITY. > CARDIAC SERVICES PPMC OFFERS A COMPREHENSIVE RANGE OF CARDIAC SERVICES INCLUDING TRANSCATHETER AORTIC VALVE REPLACEMENT (TAVR), VENTRICULAR ASSIST DEVICE (VAD) SURGERY, COMPLEX ANGIOPLASTY AND STENT REPLACEMENT FOR CORONARY ARTERY DISEASE, INNOVATIVE HEART BYPASS TECHNIQUES, LATEST THERAPIES FOR ABNORMAL HEART RHYTHMS, MINIMALLY INVASIVE CARDIAC SURGERY, PROGRAM FOR CONGESTIVE HEART FAILURE, HEART VALVE REPAIR, AND SPECIAL PROGRAMS FOR RISK REDUCTION AND REHABILITATION. > ORTHOPEDIC SERVICES THE ORTHOPEDIC INSTITUTE IS A CENTER FOR EXCELLENCE IN THE LATEST SURGICAL AND NONSURGICAL METHODS FOR TREATING BONE DISABILITIES, SPORTS INJURIES AND OTHER TRAUMAS. THE ORTHOPEDIC INSTITUTE'S ORTHOPEDIC SURGEONS, RHEUMATOLOGISTS AND REHABILITATION SPECIALISTS PROVIDE EXCELLENT CARE IN TREATING BONE AND JOINT PROBLEMS OF THE FOOT AND THE HAND. > GERIATRICS AND ACUTE CARE THE GERIATRICS PROGRAM AT PPMC INCLUDES A 36-BED SPECIALTY UNIT WHICH PROVIDES CONTINUITY OF CARE FOR OLDER ADULTS WHO REQUIRE HOSPITAL CARE. A SPECIALLY TRAINED MULTI-DISCIPLINARY STAFF, WHICH INCLUDES PHYSICIANS, NURSES, NUTRITIONIST, AND A WOUND CARE SPECIALIST, PROVIDE CUTTING-EDGE GERIATRIC CARE AND CREATE A COMFORTABLE SETTING DEDICATED TO MEETING THE UNIQUE NEEDS OF ELDERLY PATIENTS AND THEIR FAMILIES. > BEHAVIORAL HEALTH THE BEHAVIORAL HEALTH PROGRAM PROVIDES INPATIENT AND OUTPATIENT SERVICES FOR MENTAL HEALTH AND ADDICTION TREATMENTS AS WELL AS MENTAL HEALTH PROGRAMS FOR OLDER ADULTS. > COMPREHENSIVE MEDICAL CARE MEDICAL SPECIALISTS AT PPMC PROVIDE COMPREHENSIVE CARE USING THE LATEST DIAGNOSTIC PROCEDURES IN AREAS SUCH AS DERMATOLOGY, NEUROLOGY, ENDOCRINOLOGY, FAMILY MEDICINE, GASTROENTEROLOGY, HEMATOLOGY/ONCOLOGY, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEPHROLOGY, GYNECOLOGY, PSYCHIATRY, PULMONARY, ALLERGY REHABILITATION MEDICINE, AND RHEUMATOLOGY. > COMPREHENSIVE SURGICAL CARE PPMC IS KNOWN FOR ITS CARDIOTHORACIC AND ORTHOPEDIC SURGERY PROGRAMS. IT ALSO HAS OUTSTANDING PROGRAMS IN MINIMALLY INVASIVE AND LAPAROSCOPIC SURGERY. NATIONALLY KNOWN SURGEONS PERFORM MINIMALLY INVASIVE SURGERY FOR DISEASES OF THE ADRENALS, APPENDIX, ESOPHAGUS, GALLBLADDER, PANCREAS, AND STOMACH, AND LAPAROSCOPIC ANTI-REFLUX SURGERY. IN ADDITION PPMC PROVIDES THORACIC SURGERY FOR THE PATIENTS DIAGNOSED WITH CANCER, DISEASES OF THE LUNG & THORAX. > OPHTHALMOLOGY SERVICES THE SCHEIE EYE INSTITUTE AT PENN PRESBYTERIAN MEDICAL CENTER SERVES AS THE OPHTHALMOLOGY CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. IT PROVIDES THE LATEST METHODS OF TREATMENT AND DIAGNOSTIC SERVICES IN THE COMPREHENSIVE CARE OF THE EYE AND VISION. TREATMENT PROGRAMS RANGE FROM ROUTINE EYE EXAMINATIONS TO THE MOST ADVANCED OCULAR SURGERY, AND INCLUDE CONTACTS LENS SERVICE, CORNEA, EXTERNAL DISEASES, AND REFRACTIVE SURGERY, SUVEITIS, EYE MOVEMENT DISORDERS, NEURO-OPHOLMOLOGY, RETNA DISORDERS, GENERAL OPHTHALMOLOGY, GLAUCOMA SERVICES, LOW VISION REHABILITATION, MACULAR DEGENERATION, OCULAR GENETICS, OCULOFACIAL & ORBITAL SURGERY, AND PEDIATRIC OPHTHALMOLOGY. DIAGNOSTIC AND TESTING SERVICES OFFERED AT THE SCHEIE EYE INSTITUTE. AS PART OF ITS COMMUNITY SERVICE RESPONSIBILITIES, THE SCHEIE EYE INSTITUTE PUBLISHES INFORMATION ON THE INTERNET ON VISION-RELATED SUBJECTS SUCH AS CATARACTS, DIABETIC RETINAL DISEASE, GLAUCOMA, LASIK SURGERY, AND LOW VISION. THE WEB-SITE IS AIMED AT CREATING A GENERAL AWARENESS OF THE COMMON CAUSES OF VISION IMPAIRMENT, THE TREATMENT OPTIONS AVAILABLE, AND THE NEED AND THE METHODS TO ARREST OR SLOW DOWN VISION IMPAIRMENT. THE SCHEIE EYE INSTITUTE ALSO PARTICIPATES IN COMMUNITY OUTREACH PROGRAMS SPONSORED BY THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. II. SOCIAL, PASTORAL AND COMMUNITY OUTREACH SERVICES PPMC HAS A SOCIAL SERVICES DEPARTMENT. SOCIAL WORKERS IN THE DEPARTMENT OFFER ASSISTANCE AND SUPPORT TO PATIENTS AND THEIR FAMILIES. PPMC ALSO HOUSES THE MCCAHAN CHAPEL. THE CHAPEL IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK, FOR PRAYER AND MEDITATION. CHAPLAINS MAKE DAILY VISITS TO PATIENT UNITS AND ARE AVAILABLE TO TALK WITH PATIENTS AND FAMILIES 24 HOURS A DAY. AN IMPORTANT PART OF PPMC'S MISSION IS REACHING OUT TO THE COMMUNITY. PPMC AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM JOINTLY SPONSOR A SPEAKER'S BUREAU AND CAN ARRANGE TO HAVE A HEALTH PROFESSIONAL SPEAK AT OFF-CAMPUS COMMUNITY MEETINGS WITHOUT CHARGE, STAFF MEMBERS CAN ALSO BE SCHEDULED TO REPRESENT THE HOSPITAL AT HEALTH FAIRS, BRINGING INFORMATION ON HOSPITAL SERVICES, SCREENINGS AND PREVENTION. IN ADDITION, PHYSICIANS AND OTHER HEALTH PROFESSIONALS PRESENT FREE SEMINARS ON CAMPUS THROUGHOUT THE YEAR.Desc
Total Program Service Expenses$387,147,207TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2707EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonANTHONY ZUMPANOPersonNm
Phone2156628810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 MARKET ST SUITE 320AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191042640ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID C AUTEN
BOARD MEMBER/CHAIRMAN2.00.0Yes (X)Yes (X)$0$0$0
JAMES BALLINGHOFF
BOARD MEMBER/CNO40.01.0Yes (X)Yes (X)$237,068$0$9,377
RICHARD J COHEN
BOARD MEMBER1.00.0Yes (X)$0$0$0
CLARE D'AGOSTINO ESQ
BOARD MEMBER1.00.0Yes (X)$0$0$0
JACK ENDE MD
BOARD MEMBER1.01.0Yes (X)$0$346,791$38,043
KEITH KASPER
CONTROLLER; EX-OFFICIO MEMBER5.044.0Yes (X)Yes (X)$0$1,043,705$137,626
RALPH W MULLER
EX OFFICIO MEMBER1.047.0Yes (X)$0$2,448,963$15,273
GARRY L SCHEIB
EX-OFFICIO MEMBER1.045.0Yes (X)$0$1,516,903$192,827
REV DR WILLIAM J SHAW
BOARD MEMBER1.00.0Yes (X)$0$0$0
ANN CONLIN TANENBAUM
BOARD MEMBER1.00.0Yes (X)$0$0$0
MICHELE M VOLPE
EXEC DIRECTOR; EX-OFFICIO MBR30.021.0Yes (X)Yes (X)$0$665,859$68,353
ANTHONY ZUMPANO
ASST. CONTROLLER & SECRETARY10.030.0Yes (X)Yes (X)$276,845$0$16,396
CAROL CLYDE
ASST. SECRETARY40.00.0Yes (X)$54,519$0$7,383
ROBERT J RUSSELL
ASSOC. EXEC. DIR. OPERATIONS40.00.0$260,060$0$23,369Yes (X)
JOHN CHUNG
PHYSICIAN HOSPITALIST40.00.0$247,114$0$23,593Yes (X)
KIMBERLY DEPPERT
ASSOC. EXEC. DIR. CARD SRVCS40.00.0$241,170$0$9,237Yes (X)
ARTHUR SCHIMMEL
DIR MATER MGMT VALUE40.00.0$217,500$0$22,720Yes (X)
PAUL SEELAUS
MGR CARDIOLOGY SYSTEMS40.00.0$216,000$0$21,996Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,750,276TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,022,221TotReportableCompRltdOrgAmt
Total Other Compensation$586,193TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K173IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
HSC BUILDERS CONSTRUCTION MANAGERS
304 NEW MILL LANEEXTONPA19341CONSTRUCTION SRVCS$4,549,319
LF DRISCOLL COMPANY LLC
9 PRESEDENTIAL BLVDBALA CYNWYDPA19004CONSTRUCTION SRVCS$2,782,499
ONCALL STAFFING
4 BROWNS LANEVILLANOVAPA19085STAFFING SRVCS$1,466,923
ALLIED BARTON SECURITY SERVICE
161 WASHINGTON ST STE 600CONSHOHOCKENPA19438SECURITY SRVCS$1,049,519
DVA HEALTHCARE OF PA INC
PO BOX 8500-1607PHILADELPHIAPA19178MEDICAL SRVCS$972,324
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K25CntrctRcvdGreaterThan100KCnt
Federated Campaigns$32,493FederatedCampaignsAmt
All Other Contributions$4,008,304AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$4,040,797TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE621110$414,371,335$414,371,335
CAFETERIA INCOME900099$1,066,983$1,066,983
MEDICAL SUPPLIES/DRUG SALES900099$16,379,236$16,379,236
FieldValueIRS element (for citing)
Total Program Service Revenue$431,817,554TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,459,272TotalRevenueColumnAmt
Exclusion$2,459,272ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,530,607RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,530,607RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,530,607TotalRevenueColumnAmt
Exclusion$3,530,607ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other-$29,627OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$29,627OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$29,627TotalRevenueColumnAmt
Exclusion-$29,627ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS REVENUEDesc
Business900099BusinessCd
Total Revenue Column$3,499,091TotalRevenueColumnAmt
Related Or Exempt Func Income$3,499,091RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,499,091OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$445,317,694TotalRevenueColumnAmt
Related Or Exempt Func Income$435,316,645RelatedOrExemptFuncIncomeAmt
Exclusion$5,960,252ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$780,355TotalAmt
Program Services$686,712ProgramServicesAmt
Management And General$93,643ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$139,817,779TotalAmt
Program Services$124,367,914ProgramServicesAmt
Management And General$15,379,956ManagementAndGeneralAmt
Fundraising$69,909FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$38,928,218TotalAmt
Program Services$34,626,650ProgramServicesAmt
Management And General$4,282,104ManagementAndGeneralAmt
Fundraising$19,464FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$6,877,870TotalAmt
Program Services$6,117,865ProgramServicesAmt
Management And General$756,566ManagementAndGeneralAmt
Fundraising$3,439FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$77,265,393TotalAmt
Program Services$67,993,546ProgramServicesAmt
Management And General$9,271,847ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$142TotalAmt
Program Services$125ProgramServicesAmt
Management And General$17ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$17,159,592TotalAmt
Program Services$15,100,441ProgramServicesAmt
Management And General$2,059,151ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$29,013TotalAmt
Program Services$25,531ProgramServicesAmt
Management And General$3,482ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,863,649TotalAmt
Program Services$5,160,011ProgramServicesAmt
Management And General$703,638ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$191,839TotalAmt
Program Services$168,818ProgramServicesAmt
Management And General$23,021ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$5,560,482TotalAmt
Program Services$4,893,224ProgramServicesAmt
Management And General$667,258ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$102,387TotalAmt
Program Services$90,101ProgramServicesAmt
Management And General$12,286ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$266,400TotalAmt
Program Services$234,432ProgramServicesAmt
Management And General$31,968ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,204,158TotalAmt
Program Services$1,059,659ProgramServicesAmt
Management And General$144,499ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$15,733,873TotalAmt
Program Services$15,733,873ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,263,342TotalAmt
Program Services$2,871,741ProgramServicesAmt
Management And General$391,601ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$84,985,170$84,985,170$0
TAXES & ASSESSMENTS$16,672,594$14,671,883$2,000,711
REPAIRS AND MAINTENANCE$8,137,882$7,161,336$976,546
DUES & LICENSES$505,795$445,100$60,695

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$855,765TotalAmt
Program Services$753,075ProgramServicesAmt
Management And General$102,690ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$424,201,698TotalAmt
Program Services$387,147,207ProgramServicesAmt
Management And General$36,961,679ManagementAndGeneralAmt
Fundraising$92,812FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$9,500BOYAmt
EOY$9,500EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,743,511BOYAmt
EOY$2,039,329EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$38,650,958BOYAmt
EOY$49,767,331EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$4,942,052BOYAmt
EOY$4,935,965EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,841,574BOYAmt
EOY$3,237,357EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$449,401,734LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$160,921,112LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$163,733,840BOYAmt
EOY$288,480,622EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$120,009,036BOYAmt
EOY$133,266,236EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$62,187,381BOYAmt
EOY$1,366,989EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$394,117,852BOYAmt
EOY$483,103,329EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,724,555BOYAmt
EOY$28,722,566EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$24,416,093BOYAmt
EOY$52,626,489EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$63,518,821BOYAmt
EOY$75,581,727EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,656,403BOYAmt
EOY$11,069,681EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$113,315,872BOYAmt
EOY$168,000,463EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$161,038,147BOYAmt
EOY$181,697,652EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$84,297,191BOYAmt
EOY$97,414,530EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$35,466,642BOYAmt
EOY$35,990,684EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$280,801,980BOYAmt
EOY$315,102,866EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$394,117,852BOYAmt
EOY$483,103,329EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$21,115,996ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$13,184,890OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held240DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$287,375DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$190,041DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$38,826,855DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,034,000BeginningYearBalanceAmt
Contributions$1,029,000ContributionsAmt
Investment Earnings Or Losses$16,575,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$4,748,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$119,890,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$98,506,000BeginningYearBalanceAmt
Contributions$100,000ContributionsAmt
Investment Earnings Or Losses$12,998,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$4,570,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$107,034,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$102,038,000BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$1,358,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$4,890,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$98,506,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,947,000BeginningYearBalanceAmt
Contributions$6,506,000ContributionsAmt
Investment Earnings Or Losses$17,845,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$6,260,000OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$102,038,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$78,268,000BeginningYearBalanceAmt
Contributions$398,000ContributionsAmt
Investment Earnings Or Losses$5,281,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$0OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$83,947,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29530PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.70470TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$167,864,066OtherCostOrOtherBasisAmt
Depreciation$85,693,621DepreciationAmt
Book Value$82,170,445BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,663,742OtherCostOrOtherBasisAmt
Depreciation$1,663,742DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$104,345,526OtherCostOrOtherBasisAmt
Depreciation$73,563,749DepreciationAmt
Book Value$30,781,777BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$170,739,547OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$170,739,547BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$288,480,622TotalBookValueLandBuildingsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescTHIRD PARTY SETTLEMENTSDesc
Amt$11,069,681Amt
FieldValueIRS element (for citing)
Total Liability$11,069,681TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
DETAIL OF OTHER ASSETS- SCHEDULE D, PART IXTHE DUE (TO)/FROM AFFILIATE ACCOUNT REPRESENTS AMOUNTS OWED (BY)/TO THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------
USE OF ENDOWMENT FUNDS- SCHEDULE D, PART VALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------
TEXT OF FIN 48 (ASC 740) FOOTNOTE- SCHEDULE D, PART XTHIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2014 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY EVALUATES ITS TAX POSITION BASED ON THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE USE OF A TWO-STEP APPROACH FOR RECOGNIZING AND MEASURING TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSURES REGARDING UNCERTAINTIES IN TAX POSITIONS. THE FIRST STEP IS RECOGNITION: THE UNIVERSITY DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. IN EVALUATING WHETHER A TAX POSITION HAS MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE UNIVERSITY PRESUMES THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE SECOND STEP IS MEASUREMENT: A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD IS MEASURED TO DETERMINE THE AMOUNT OF BENEFIT TO RECOGNIZE IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. DIFFERENCE BETWEEN TAX POSITIONS TAKEN IN A TAX RETURN AND AMOUNTS RECOGNIZED IN THE FINANCIAL STATEMENTS WILL GENERALLY RESULT IN AN INCREASE IN A LIABILITY FOR INCOME TAXES PAYABLE OR A REDUCTION OF AN INCOME TAX REFUND RECEIVABLE.

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
Most Hospitals PolicyYes (X)MostHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Free Care Other300.FreeCareOtherPct
FieldValueIRS element (for citing)
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd
Percent300Yes (X)Percent300Ind
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetfalseFinancialAssistanceBudgetInd
Annual Community Bnft ReportYes (true)AnnualCommunityBnftReportInd
Report Publically AvailableYes (true)ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$695,424TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$695,424NetCommunityBenefitExpnsAmt
Total Expense0.00160TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Persons Served38813PersonsServedCnt
Total Community Benefit Expns$85,861,952TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$67,749,832DirectOffsettingRevenueAmt
Net Community Benefit Expns$18,112,120NetCommunityBenefitExpnsAmt
Total Expense0.04270TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Persons Served38813PersonsServedCnt
Total Community Benefit Expns$86,557,376TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$67,749,832DirectOffsettingRevenueAmt
Net Community Benefit Expns$18,807,544NetCommunityBenefitExpnsAmt
Total Expense0.04430TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,828,924TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$6,032,599DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,796,325NetCommunityBenefitExpnsAmt
Total Expense0.01370TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Research ResearchGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Cash And In Kind Contributions CashAndInKindContributionsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$0TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$0DirectOffsettingRevenueAmt
Net Community Benefit Expns$0NetCommunityBenefitExpnsAmt
Total Expense0.00000TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,828,924TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$6,032,599DirectOffsettingRevenueAmt
Net Community Benefit Expns$5,796,325NetCommunityBenefitExpnsAmt
Total Expense0.01370TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Persons Served38813PersonsServedCnt
Total Community Benefit Expns$98,386,300TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$73,782,431DirectOffsettingRevenueAmt
Net Community Benefit Expns$24,603,869NetCommunityBenefitExpnsAmt
Total Expense0.05800TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$37,432,592BadDebtExpenseAmt
Bad Debt Expense Attributable$33,334,370BadDebtExpenseAttributableAmt
Reimbursed By Medicare$103,452,721ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$98,273,322CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall$5,179,399MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PENN PRESBYTERIAN MEDICAL CTRBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line151 NORTH 39TH STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19104ZIPCode
FieldValueIRS element (for citing)
Website AddressWWW.PENNMEDICINE.ORGWebsiteAddressTxt
State LicenseLICENSE# 421101StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Critical Access HospitalYes (X)CriticalAccessHospitalInd
Research FacilityYes (X)ResearchFacilityInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1PENN PRESBYTERIAN MEDICAL CTRBusinessNameLine1
FieldValueIRS element (for citing)
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Information GapsYes (X)InformationGapsInd
CHNA Conducted12CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE SCHEDULE H, PART V, SECTION COwnWebsiteURLTxt
Rpt Available Upon RequestYes (X)RptAvailableUponRequestInd
Adopt Implementation StrategyYes (X)AdoptImplementationStrategyInd
Develop Community Wide PlanYes (X)DevelopCommunityWidePlanInd
Exec Community Wide PlanYes (X)ExecCommunityWidePlanInd
Prioritize Health NeedsYes (X)PrioritizeHealthNeedsInd
Prioritize ServicesYes (X)PrioritizeServicesInd
All Needs AddressedfalseAllNeedsAddressedInd
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Used Deter Elig Free CareYes (true)FPGUsedDeterEligFreeCareInd
FPG Family Incm Lmt Free Care300.FPGFamilyIncmLmtFreeCarePct
FPG Used Determ Elig Dscnt CareYes (true)FPGUsedDetermEligDscntCareInd
FPG Family Incm Lmt Dscnt Care300.FPGFamilyIncmLmtDscntCarePct
Explained BasisYes (true)ExplainedBasisInd
Income LevelYes (X)IncomeLevelInd
Asset LevelYes (X)AssetLevelInd
Uninsured DiscountYes (X)UninsuredDiscountInd
State RegulationYes (X)StateRegulationInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
Posted On WebsiteYes (X)PostedOnWebsiteInd
Available On RequestYes (X)AvailableOnRequestInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Collection ActivitiesfalseCollectionActivitiesInd
FAP Notified Upon AdmissionYes (X)FAPNotifiedUponAdmissionInd
FAP Notified Before DischargeYes (X)FAPNotifiedBeforeDischargeInd
FAP Notified All PatientsYes (X)FAPNotifiedAllPatientsInd
Documented Elig DeterminationYes (X)DocumentedEligDeterminationInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Average Negotiated RatesYes (X)AverageNegotiatedRatesInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION B, LINES 3&4 (INPUT FROM COMMUNITY/JOINT CHNA)THE UNIVERSITY OF PENNSYLVANIA IS A MEMBER OF THE DELAWARE VALLEY HEALTHCARE COUNCIL OF HOSPITAL & HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA ("DVHC"), THE MEMBERSHIP ASSOCIATION FOR HOSPITALS IN THE FIVE-COUNTY REGION OF SOUTHEASTERN PENNSYLVANIA. DVHC ESTABLISHED A COMMUNITY HEALTH NEEDS ASSESSMENT WORKGROUP TO ASSIST HOSPITALS IN: - UNDERSTANDING AFFORDABLE CARE ACT (ACA) REQUIREMENTS AND INTERNAL REVENUE SERVICE GUIDANCE AROUND COMMUNITY HEALTH NEEDS ASSESSMENTS. - IDENTIFYING THE BEST RESOURCES, TOOLS, AND SERVICES FOR CONDUCTING NEEDS ASSESSMENTS. THE WORKGROUP CONSISTED OF REPRESENTATIVES FROM THE FOLLOWING COLLABORATING HOSPITALS, HEALTH SYSTEMS, AND ORGANIZATIONS: -ABINGTON HEALTH -ARIA HEALTH -BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP -THE CHILDREN'S HOSPITAL OF PHILADELPHIA -CROZER-KEYSTONE HEALTH SYSTEM -EINSTEIN HEALTHCARE NETWORK -HOLY REDEEMER -JEFFERSON HEALTH SYSTEM ("JHS") (INCLUDING THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC., MAIN LINE HEALTH, AND MAGEE REHABILITATION HOSPITAL) - JHS disbanned as of June 30, 2014. -MERCY HEALTH SYSTEM OF SEPA -PENN MEDICINE (THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PENN PRESBYTERIAN MEDICAL CENTER, AND PENNSYLVANIA HOSPITAL) -ST. MARY MEDICAL CENTER -TEMPLE UNIVERSITY HEALTH SYSTEM -------------------- PART V, SECTION B, LINE 5A (CHNA Availability to public) THE CHNA CAN BE ACCESSED AT HTTP://WWW.PENNMEDICINE.ORG/HEALTH-SYSTEM/ABOUT/COMMUNITY. --------------------
PART V, SECTION B, LINE 7 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA)THE FIRST CHNA AND IMPLEMENTATION PLAN FOR THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM WAS ADOPTED JUNE 30, 2013. THE ORGANIZATION IS IN THE PROCESS OF ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA BUT HAS NOT FULLY ADDRESSED ALL NEEDS AT THIS TIME. --------------------
FieldValueIRS element (for citing)
Facility7FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeFacilityFacilityTxt
PENN CENTER FOR REHABILITATION & CARE
3609 CHESTNUT STREETPHILADELPHIAPA191042612SKILLED NURSING FACILITY
PENN MEDICINE AT CHERRY HILL
1400 E ROUTE 70CHERRY HILLNJ08034OUTPATIENT FACILITY
PENN CARDIOLOGY - WILLINGBORO
200 CAMPBELL DRIVE SUITE 115WILLINGBORONJ08046OUTPATIENT FACILITY
PENN CARDIOLOGY CAPE MAY
211 S MAIN STREET SUITE 205CAPE MAY COURTHOUSENJ08210OUTPATIENT FACILITY
PENN CARDIOLOGY - PPMC
39TH AND MARKET STREET - SUITE 400PHILADELPHIAPA19104OUTPATIENT FACILITY
PENN CARDIOLOGY MAYFAIR
7133 ROOSEVELT BLVDPHILADELPHIAPA19149OUTPATIENT FACILITY
PENN CARDIOLOGY - MEDIA
605 W STATE STREETMEDIAPA19063OUTPATIENT FACILITY

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED)CONSISTENT WITH PRIOR YEAR, PATIENT SERVICE BAD DEBTS IS TREATED AS A CONTRA-REVENUE LINE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2. --------------------
PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES)AT THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS), WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, WE HAVE CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE - BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND BEING PROACTIVE IN FINDING SOLUTIONS. WE ARE SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS- OFTEN THE VERY YOUNG OR THE VERY OLD- DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THESE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT - IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. OUR OUTREACH EXTENDS IN MANY DIRECTIONS AND IS DISPLAYED IN MANY WAYS. A LISTING OF SOME OF THE VARIOUS HEALTHCARE-RELATED COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS IS INCLUDED IN RESPONSE TO QUESTION 5 BELOW. IN ADDITION TO DIRECT HEALTH-CARE RELATED ACTIVITIES, THE UNIVERSITY ALSO PROMOTES THE HEALTH OF ITS COMMUNITY BY PROVIDING A DIRECT ECONOMIC IMPACT TO ITS SURROUNDING AREA. UNIVERSITY CITY, THE AREA OF WEST PHILADELPHIA THAT HOSTS PENN'S CAMPUS, IS A NEIGHBORHOOD OF CHOICE FOR FAMILIES, STUDENTS, FACULTY, STAFF AND VISITORS AND A THRIVING LOCATION FOR RETAILERS, RESTAURATEURS, HOTELS, OFFICE-BASED BUSINESSES AND OTHERS. PENN'S STRATEGIC NEIGHBORHOOD INVESTMENTS AND COMMUNITY PARTNERSHIPS ARE A RECOGNIZED NATIONAL AND GLOBAL MODEL FOR URBAN CAMPUSES. THE IMPACT OF PENN'S LOCAL COMMUNITY INITIATIVES INCLUDE: - WITH $1.9 MILLION IN DUES, PENN IS THE LARGEST CONTRIBUTOR TO THE UNIVERSITY CITY DISTRICT, WHICH PROVIDES SUPPLEMENTAL SAFETY, CLEANING AND STREETSCAPE IMPROVEMENTS TO THE NEIGHBORHOOD. - PENN CONTRIBUTES NEARLY $700,000 ANNUALLY, ALONG WITH GRADUATE SCHOOL OF EDUCATION STUDENT TEACHER HOURS, TO THE PENN ALEXANDER SCHOOL, A TOP-RANKED PUBLIC ELEMENTARY SCHOOL IN UNIVERSITY CITY. - PENN PROVIDED MILLIONS IN STUDENT AID IN FISCAL 2014 TO PHILADELPHIA RESIDENTS ENROLLED AT PENN, INCLUDING STUDENTS FROM WEST PHILADELPHIA. - PENN'S $1 MILLION ANNUAL INVESTMENT IN THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS ENABLES AN ARRAY OF LOCAL INITIATIVES INCLUDING TUTORING PUBLIC SCHOOL STUDENTS AND PROVIDING HEALTH AND NUTRITION PROGRAMS. - PENN PURCHASED MILLIONS IN PRODUCTS AND SERVICES FROM BUSINESSES IN WEST AND SOUTHWEST PHILADELPHIA IN FISCAL 2014. - HOUSING PRICES IN UNIVERSITY CITY APPRECIATED 52.4% FROM 2003-2014. --------------------
PART III, SECTION A, LINE 2 (BAD DEBT EXPENSE)THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE). -------------------- PART III, SECTION A, LINE 3 (BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIBIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (BAD DEBT EXPENSE FOOTNOTE) THE BAD DEBT EXPENSE FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 17 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. --------------------
PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL)THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARTIABLE HEALTHCARE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. --------------------
PART III, LINE 9B (COLLECTION PRACTICES)THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT)THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") MISSION IS TO PROVIDE THE MOST ADVANCED AND HIGHEST QUALITY PATIENT CARE POSSIBLE; TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR STUDENTS AND TRAINEES; AND TO SUPPORT CLINICAL RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE. TO THESE ENDS, UPHS IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS OUR HOME. ON ANY GIVEN DAY, UPHS PHYSICIANS, NURSES, MEDICAL STUDENTS AND VOLUNTEERS ARE OUT IN THE COMMUNITY SHARING THEIR SKILLS, THEIR TALENTS AND MOST IMPORTANTLY, THEMSELVES FOR THE BETTERMENT OF THE COMMUNITY. - HOW THE HEALTH SYSTEM IDENTIFIES AND TAKES ACTION TO ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES IN MEDICAL CARE EVERY DAY IN OUR NEIGHBORHOOD CLINICS, IN OUR EMERGENCY ROOM AND PHYSICIANS' OFFICES WE SEE THE EFFECTS OF RACIAL, ETHNIC AND GENDER DISPARITIES IN HEALTH CARE. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN NEED OF URGENT MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS OR ANY OTHER SOCIO-ECONOMIC FACTORS. AS THE MAIN PROVIDER IN A SERVICE AREA THAT INCLUDES A NUMBER OF ECONOMICALLY-CHALLENGED NEIGHBORHOODS, UPHS PROVIDES CARE TO MANY PATIENTS WHO DO NOT HAVE HEALTH INSURANCE PROVIDING MORE THAN $100 MILLION IN CHARITY AND UNDERFUNDED CARE EACH YEAR. IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND OTHER AREA INSTITUTIONS, UPHS SEEKS TO IDENTIFY AND ADDRESS RACIAL, ETHNIC AND GENDER DISPARITIES THROUGH SUPPORT FOR PROGRAMS INCLUDING, BUT NOT LIMITED TO: > PUENTES DE SALUD - A WEEKLY FREE CLINIC THAT SEEKS TO ADDRESS THE HEALTH NEEDS OF THE GROWING LATINO POPULATION BY PROVIDING LOW-COST CARE TO MORE THAN 800 PATIENTS ANNUALLY. > THE UNITY CLINIC - A FREE CLINIC THAT PROVIDES PRIMARY CARE SERVICES TO LOW-INCOME ASIAN IMMIGRANTS IN PHILADELPHIA. > WOMEN AND CHILDREN'S HEALTH SERVICES - AN AMBULATORY CARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, FAMILY PLANNING AND SOCIAL SERVICES THROUGH FREE AND LOW COST PROGRAMS THAT EXTEND WELL BEYOND TRADITIONAL MEDICAL CARE. - HOW THE HEALTH SYSTEM ASSESSES COMMUNITY HEALTH STATUS UPHS PROVIDES VARIOUS COMMUNITY SERVICES WHICH, IN CONJUNCTION WITH PROVIDING PATIENT CARE AND EDUCATIONAL INFORMATION, HELP US ASSESS THE HEALTH STATUS OF OUR COMMUNITY. SOME OF OUR MOST SUCCESSFUL INITIATIVES RESULT FROM APPLYING THE COLLECTIVE RESOURCES OF COMMUNITY RESIDENTS AND ORGANIZATIONS, HEALTH CARE PROFESSIONALS, AND PUBLIC HEALTH AGENCIES WITH THE GOAL OF IDENTIFYING AND ADDRESSING A COMMUNITY PROBLEM. THIS IS ACCOMPLISHED IN MANY WAYS, SUCH AS: FORMAL HEALTH ASSESSMENTS THAT INDIVIDUAL PROGRAMS MAY PERFORM, OPEN DIALOGUE WITH COMMUNITY LEADERS THROUGH PARTICIPATION IN COMMUNITY MEETINGS, OR BY ASSESSING COMMUNITY HEALTH STATUS IN THE WORK WE PERFORM OUT IN THE COMMUNITY. - HOW THE HEALTH SYSTEM COLLABORATES WITH COMMUNITY STAKEHOLDERS, INCLUDING OTHER INSTITUTIONAL PROVIDERS, TO IDENTIFY SPECIFIC COMMUNITY HEALTH NEEDS AND TO DEVELOP AND MEASURE EFFECTIVENESS OF PROGRAMS TO HELP MEET THOSE NEEDS COLLABORATION WITH COMMUNITY STAKEHOLDERS AND OTHER INSTITUTIONAL PROVIDERS IS A PARTICULARLY STRONG AREA FOR UPHS. WORKING IN CONJUNCTION WITH COMMUNITY-BASED NON-PROFIT ORGANIZATIONS, CITY AGENCIES AND OTHER COMMUNITY STAKEHOLDERS, UPHS SEEKS TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS THROUGH PROGRAMS AND SERVICES, SUCH AS: > SAYRE HEALTH CENTER - RECOGNIZING A NEED FOR PRIMARY CARE SERVICES IN THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. IN ADDITION TO THE PROGRAMS OUTLINES ABOVE, UPHS PHYSICIANS AND STAFF PROVIDE EDUCATIONAL PROGRAMS IN CONJUNCTION WITH AREA HIGH SCHOOLS AND VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL. - HOW THE HEALTH SYSTEM REGULARLY REPORTS TO THE COMMUNITY ON THE ORGANIZATION'S QUALITY PERFORMANCE FOR THE FULL RANGE OF SERVICES IT PROVIDES SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE," WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. ADDITIONALLY, LAST YEAR UPHS IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. WE DEVELOPED THIS REPORTING PROGRAM TO ENCOURAGE OUR EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. - WHETHER AND HOW UPHS IS ADDRESSING THE PER CAPITA COST OF CARE IN THE COMMUNITY UPHS SUPPORTS EFFORTS TO PROVIDE FREE AND LOW-COST CARE TO THE COMMUNITY THROUGH PARTNERSHIPS WITH BOTH PENN-RELATED AND NON-RELATED PROGRAMS. UPHS PHYSICIANS AND STAFF WORK IN HEALTH CLINICS THROUGHOUT PHILADELPHIA THAT PROVIDE THESE MUCH-NEEDED SERVICES THAT ALSO ADDRESSES THE PER CAPITA COST OF HEALTH CARE IN THE COMMUNITY. IN ADDITION, UPHS HAS A SPECIALTY CARE CONTRACT WITH THE CITY OF PHILADELPHIA THAT ALLOWS PHYSICIANS FROM THE CITY'S DISTRICT HEALTH CENTERS TO REFER PATIENTS INTO THE SYSTEM FOR APPOINTMENTS IN SPECIALTIES SUCH AS CARDIOLOGY, NEUROLOGY AND DERMATOLOGY. THESE SERVICES ARE PROVIDED TO THE CITY AT A SIGNIFICANTLY REDUCED COST - GIVING UNINSURED AND UNDERINSURED PATIENTS ACCESS TO CARE THEY MIGHT NOT OTHERWISE RECEIVE WHILE KEEPING DOWN THE PER CAPITA COST FOR THE CITY AND RESIDENTS OF THE COMMUNITY. AT UPHS, WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, UPHS HAS CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE- BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND PROACTIVE IN FINDING SOLUTIONS. IN ADDITION TO OUR OWN INTERNAL EFFORTS, UPHS ALSO COLLABORATES WITH VARIOUS PUBLIC AND PRIVATE AGENCIES TO HELP DETERMINE COMMUNITY HEALTH NEEDS AND HOW BEST TO ADDRESS THEM. THE SUCCESS OF COMMUNITY OUTREACH REQUIRES A STRONG FOCUS ON SOLUTIONS. AT UPHS, WE CONTINUALLY FIND WAYS TO EXPAND AND STRENGTHEN THE SAFETY NET THAT HELPS ENSURE THE WELL-BEING OF THE COMMUNITIES WE SERVE. IN THAT REGARD, ONE OF OUR MAJOR RESPONSIBILITIES IS TO SHARE KNOWLEDGE. WORKING TOGETHER WITH COMMUNITY PARTNERS ENABLES US TO ACCOMPLISH MORE THAN ANY ONE PERSON COULD INDIVIDUALLY. --------------------
PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE)THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGIOUS CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE. AS PART OF THIS COMMITMENT, PENN MEDICINE OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. PENN MEDICINE WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UNINSURED OR UNDERINSURED PERSONS MAY APPLY FOR FINANCIAL ASSISTANCE AT ANY TIME DURING TREATMENT OR WHEN REQUEST FOR PAYMENT IS MADE. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). --------------------
PART VI, LINE 4 (COMMUNITY INFORMATION)THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH)THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") CORE COMMUNITY BENEFITS PROGRAMS WERE ESTABLISHED AND CONTINUE TO THRIVE WHETHER OPERATED BY OR ENCOURAGING VOLUNTEERS BY THE HEALTH SYSTEM. HERE IS A LIST OF SOME OF THE COMMUNITY BENEFITS UPHS PROVIDES: - UNIVERSITY CITY HOSPITAL COALITION (UCHC) - PROVIDES MEALS TO THE HOMELESS AND HUNGRY. - UNITED COMMUNITY CLINIC (UCC) - A FREE HEALTH CLINIC IN THE BASEMENT OF A CHURCH IN THE EAST PARKSIDE NEIGHBORHOOD. - PROJECT ME (MIND EMPOWERMENT) - A PROGRAM AT JANE ADDAMS PLACE, AN EMERGENCY SHELTER FOR YOUNG HOMELESS MOTHERS, WHERE NURSES FROM VARIOUS DEPARTMENTS OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) CONDUCT EDUCATIONAL CLASSES ON A VARIETY OF TOPICS INCLUDING CARING FOR BABY, FLU PREVENTION AND MORE. - ADDICTION UNIT AT PENN PRESBYTERIAN MEDICAL CENTER (PMC) - IS AN 18 BED FACILITY THAT PROVIDES REHAB TREATMENT FOR DRUG ADDICTS AND ALCOHOLICS. - DR. BERNETT L. JOHNSON, JR. SAYER HEALTH CENTER - THE LATE DR. SAYER HAD A VISION: TO CREATE A PRIMARY CARE HEALTH CENTER, WHERE PENN MEDICINE WORKS IN COLLABORATION WITH SAYER HIGH SCHOOL TO BRING STATE-OF-THE-ART HEALTH CARE TO THE NEIGHBORHOOD. SAYER IS ONE OF 30 SCHOOLS IN THE CITY PARTICIPATING IN PROJECT BIOEYES, AN INNOVATIVE EDUCATIONAL INITIATIVE SPONSORED BY THE UNIVERSITY OF PENNSYLVANIA'S INSTITUTE FOR REGENERATIVE MEDICINE AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS. - PREVENTION POINT CLINIC - A NON-PROFIT GROUP THAT PRIMARILY SERVES THOSE WHO ARE UNINSURED OR LIVING IN SHELTERS. THE PRESENCE OF PENN DOCTORS AT THE CLINIC HAS BEEN GETTING AROUND BY WORD-OF-MOUTH. PREVENTION POINT OFFERS A VARIETY OF HEALTH SERVICES RANGING FROM TREATING INFECTIONS TO PROVIDING VACCINES FOR HEPATITIS AND TETANUS. PATIENTS WITH MORE CHRONIC ISSUES CAN RECEIVE REFERRALS TO PRIMARY CARE ELSEWHERE IN THE CITY. - PUENTES DE SALUD - THE GOAL OF THE ORGANIZATION IS TO BRIDGE THE GAP BRINGING LOW COST, HIGH QUALITY HEALTH CARE AND SOCIAL SERVICES TO SOUTH PHILADELPHIA'S GROWING LATINO POPULATION. VOLUNTEERS CONSISTING OF PENN PHYSICIANS, NURSES, MEDICAL STUDENTS AND UNDERGRADUATES FROM THE UNIVERSITY OF PENNSYLVANIA PROVIDE CARE FOR NEARLY 1,400 PATIENTS PRIMARILY SPANISH SPEAKING IMMIGRANTS. ROUGHLY 10% OF THEM ARE DIABETIC. - LATINA COMMUNITY HEALTH SERVICES (LCHS) IS THE WOMEN'S HEALTH EXTENSION OF PUENTES DE SALUD. THE PROGRAM WAS CREATED TO PROVIDE QUALITY HEALTH CARE TO HISPANIC WOMEN INCLUDING ULTRASOUND SCREENING AND DIABETES EDUCATION. - A GROUP OF CLERGY MEMBERS FROM CHRISTIAN STRONGHOLD BAPTIST CHURCH FREQUENTLY ADVISE PARISHIONERS SUFFERING FROM DEPRESSION, ANXIETY AND OTHER MENTAL HEALTH ISSUES. IN ORDER TO PROVIDE BETTER COUNSEL, THE CLERGY MEMBERS CONTACTED ASSISTANT PROFESSORS FROM PENN. ALONG WITH OTHER PENN PHYSICIANS THEY OVERSEE A SERIES OF SEMINARS AT THE CHURCH IN CONJUNCTION WITH THE MAINLINE CHAPTER OF THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) TO EDUCATE THE PASTORS ON MENTAL HEALTH ISSUES. - HALL-MERCER HOMELESS PROGRAM - A PROGRAM THAT PROVIDES CARE AND RESOURCES FOR PEOPLE WHO LIVE ON THE STREETS OR HAVE A HISTORY OF HOMELESSNESS. AS THE BEHAVIORAL WING OF PENNSYLVANIA HOSPITAL, HALL-MERCER OFFERS A FULL RANGE OF SERVICES TO THE CITY'S MENTALLY ILL OR DISPLACED POPULATION. - PENN SIGHT SAVERS PROGRAM - A GROUP OF STUDENTS FROM THE PERELMAN SCHOOL OF MEDICINE CONDUCT HUNDREDS OF FREE GLAUCOMA SCREENINGS AND EDUCATE COMMUNITIES ON THE TOPIC OF OCULAR HEALTH. --------------------
PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION)THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE AND KENNETT SQUARE, PENNSYLVANIA. CCH BECAME PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM EFFECTIVE SEPTEMBER 1, 2013. - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF 1,355 MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK CURRENTLY EMPLOYING APPROXIMATELY 170 PHYSICIANS AT 51 OFFICE LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND THROUGH ITS NEW JERSEY AFFILIATE IN SOUTHERN NEW JERSEY; AND - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA. HUP AND CPUP ARE OPERATING DIVISIONS OF THE UNIVERSITY. PRESBYTERIAN, PENNSYLVANIA HOSPITAL, WISSAHICKON HOSPICE AND CCA ARE SEPARATE NONPROFIT CORPORATIONS AFFILIATED WITH AND CONTROLLED BY THE UNIVERSITY. UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF PROFESSIONAL MEDICAL CARE, INDEPENDENT OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDES THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN (1) PLACING THE HEALTH OF THE INDIVIDUAL (OR, WITH RESPECT TO A PREGNANT WOMAN, THE HEALTH OF THE WOMAN OR HER UNBORN CHILD) IN SERIOUS JEOPARDY, OR (2) SERIOUS IMPAIRMENT TO BODILY FUNCTIONS. ACCORDINGLY, UPHS PROVIDES SERVICES TO PATIENTS, WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY, WITHOUT CHARGE OR AT AMOUNTS LESS THAN UPHS' ESTABLISED RATES. BECAUSE UPHS DOES NOT PURSUE COLLECTIONS, SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. UPHS ESTIMATED $10,680,000 AND $8,530,000 AROSE DURING FISCAL YEAR 2014 AND 2013, RESPECTIVELY, FROM PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON DATA DERIVED FROM A COMBINATION OF THE UPHS' COST ACCOUNTING SYSTEM AND THE RATIO OF COSTS TO CHARGES. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. UPHS PURSUES COLLECTION OF THESE AMOUNTS, HOWEVER CERTAIN AMOUNTS ARE DEEMED TO BE UNCOLLECTIBLE. THESE AMOUNTS ARE CLASSIFIED IN THE PROVISION FOR BAD DEBTS. UPHS' PROVISION FOR BAD DEBTS TOTALED $239,649,000 AND $191,479,000 FOR FISCAL YEAR 2014 AND 2013, RESPECTIVELY. ADDITIONALLY, THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS, WHO PARTICIPATE IN THE PENNSYLVANIA MEDICAL ASSISTANCE AND LOCAL MANAGED MEDICAID PROGRAMS EXCEEDED REIMBURSEMENT BY $120,414,000 AND $111,179,000 IN FISCAL YEAR 2014 AND 2013, RESPECTIVELY. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, UPHS OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24-HOURS PER DAY, 7 DAYS PER WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS SCREENINGS FOR THE DETECTION OF BREAST, COLORECTAL AND SKIN CANCER, CANCER SUPPORT GROUPS, A TOLL FREE NUMBER FOR CANCER INFORMATION, FREE IMMUNIZATION SHOTS, TRAINING PROGRAMS FOR THE CITY FIRE AND POLICE DEPARTMENTS, HEALTH EDUCATION CLASSES, SPEECHES AND REGULARLY PROVIDES HEALTH RELATED INFORMATION TO TELEVISION AND RADIO NEWS PROGRAMS AND TO REPORTERS AT NEWSPAPERS AND MAGAZINES. --------------------
PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT)N/A

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAMES BALLINGHOFF
BOARD MEMBER/CNO$192,533$0$44,257$0$278$0$0$0$9,377$0$246,445$0$0$0
JACK ENDE MD
BOARD MEMBER$0$280,099$0$0$0$66,692$0$22,950$0$15,093$0$384,834$0$0
KEITH KASPER
CONTROLLER; EX-OFFICIO MEMBER$0$559,232$0$269,500$0$214,973$0$112,000$0$25,626$0$1,181,331$0$114,882
RALPH W MULLER
EX OFFICIO MEMBER$0$1,438,646$0$683,862$0$326,455$0$0$0$15,273$0$2,464,236$0$0
GARRY L SCHEIB
EX-OFFICIO MEMBER$0$877,654$0$408,100$0$231,149$0$176,000$0$16,827$0$1,709,730$0$198,879
MICHELE M VOLPE
EXEC DIRECTOR; EX-OFFICIO MBR$0$391,321$0$182,022$0$92,516$0$58,875$0$9,478$0$734,212$0$65,961
ANTHONY ZUMPANO
ASST. CONTROLLER & SECRETARY$220,726$0$54,754$0$1,365$0$0$0$16,396$0$293,241$0$0$0
ROBERT J RUSSELL
ASSOC. EXEC. DIR. OPERATIONS$209,060$0$50,552$0$448$0$0$0$22,369$0$282,429$0$0$0
JOHN CHUNG
PHYSICIAN HOSPITALIST$246,988$0$0$0$126$0$0$0$23,593$0$270,707$0$0$0
KIMBERLY DEPPERT
ASSOC. EXEC. DIR. CARD SRVCS$196,953$0$44,016$0$201$0$0$0$9,237$0$250,407$0$0$0
ARTHUR SCHIMMEL
DIR MATER MGMT VALUE$129,586$0$7,152$0$80,762$0$0$0$22,720$0$240,220$0$0$0
PAUL SEELAUS
MGR CARDIOLOGY SYSTEMS$147,763$0$8,181$0$60,056$0$0$0$21,996$0$237,996$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
TOP MANAGEMENT COMPENSATION- SCHEDULE J, PART I, LINE 3AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
PARTICIPATION IN A SUPP NONQUALIFIED PLAN- FORM 990, SCHEDULE J, LINE 4BCERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: KASPER, KEITH- $114,882 MULLER, RALPH- $287,337 SCHEIB, GARRY- $198,879 VOLPE, MICHELE- $65,961 ------------------------------
PROVISION OF NON-FIXED PAYMENTS- FORM 990, SCHEDULE J, LINE 7PRESBYTERIAN MEDICAL CENTER PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15.

Schedule K IRS990ScheduleK

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDSFormAndLineReferenceDesc
ExplanationFORM 990, SCHEDULE K PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A OF 2005 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A OF 2005 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $23,404,480 AS OF JUNE 30, 2014. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2011 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2011 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $14,902,708 AS OF JUNE 30, 2014. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2012 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $22,274,539 AS OF JUNE 30, 2014. PRESBYTERIAN MEDICAL CENTER HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2014 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2014 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUSTANDING BALANCE FOR PRESBYTERIAN MEDICAL CENTER WAS $15,000,000 AS OF JUNE 30, 2014.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORMS 1099- FORM 990, PART V, LINE 1ATHIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------
FORM 990 REVIEW PROCESS- FORM 990, PART VI, SECTION B, LINE 11INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PRICEWATERHOUSECOOPERS LLP FOR REVIEW AND RETURN PREPARATION. THE FINAL COPY OF THE 2013 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS FILED WITH THE IRS. A COPY OF THE 2013 FORM 990 WAS ALSO MADE AVAILABLE TO EACH BOARD MEMBER. ------------------------------
CONFLICT OF INTEREST POLICY- FORM 990, PART VI, SECTION A, LINE 12CTHIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------
COMPENSATION PROCESS- FORM 990, PART VI, SECTION B, LINE 15THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------
DOCUMENTS AVAILABLE TO PUBLIC- FORM 990, PART VI, SECTION C, LINE 19OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------
DETAIL OF OTHER CHANGES IN NET ASSETS- FORM 990, PART XI, LINE 9NET UNREALIZED INC. IN NET ASSETS $13,641,381 TRANSFER TO CHCA-NJ PPMC DIVISIONS (1,998,685) TRANSFER TO PRESBY ANESTHESIOLOGY (82) TRANSFER FROM MULTI-SPECIALTY GROUP 1,542,276 ----------- TOTAL OTHER CHANGES IN NET ASSETS $13,184,890

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (32 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrganizationControlledOrganizationInd
ABRAMSON INSTITUTE
1086 PENLLYN BLUE BELL PIKEBLUE BELLPA19422232929823MED RESEARCHPA501(c)(3)4NAfalse
CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FLRADNORPA19087232729852HEALTHCAREPA501(c)(3)9TRUSTEESfalse
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREETPHILADELPHIAPA19104236299508FAC. CLUBPA501(c)(3)11, ATRUSTEESfalse
FRANKLIN SPECIALTY PHYSICIANS
3451 WALNUT STREETPHILADELPHIAPA19104232992715SUPPORT ORGPA501(c)(3)11, BPA HOSPITALfalse
HALL MERCER HOSPITAL
1735 MARKET STREETPHILADELPHIAPA19103236002383SUPPORT ORGPA501(c)(3)11, ANAfalse
OAP INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104231986931SUPPORT ORGPA501(c)(3)11, ATRUSTEESfalse
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREETPHILADELPHIAPA19104232422635HEALTHCAREPA501(c)(3)3PMCYes (true)
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREETNEW YORKNY10036232726687CLUBNY501(c)(7)N/ANAfalse
PENN PRAXIS INC
210 SOUTH 34TH STREETPHILADELPHIAPA19104752974931SUPPORT ORGPA501(c)(3)11, ATRUSTEESfalse
PENN PRESS INC
3905 SPRUCE STREETPHILADELPHIAPA19107231876142PUBLISHINGPA501(c)(3)11, ATRUSTEESfalse
PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREETPHILADELPHIAPA19107311538725HEALTHCAREPA501(c)(3)3TRUSTEESfalse
PGH DEVELOPMENT CORP
426 CURIE BLVDPHILADELPHIAPA19104232351015SUPPORT ORGPA501(c)(3)11, ANAfalse
PHOENIXVILLE HOSPITAL OF UPHS
3001 MARKET STREET 3RD FLOORPHILADELPHIAPA19104232901089SUPPORT ORGPA501(c)(3)11, BTRUSTEESfalse
PRESBYTERIAN ANESTHESIOLOGY FOUNDATION
51 NORTH 39TH STREETPHILADELPHIAPA19104232561573SUPPORT ORGPA501(c)(3)11, BPMCYes (true)
PRESBYTERIAN MULTI-SPECIALTY GROUP
51 NORTH 39TH STREETPHILADELPHIAPA19104232723154HEALTHCAREPA501(c)(3)3PMCYes (true)
PRESBYTERIAN PERSONAL CARE RESIDENCE
51 NORTH 39TH STREETPHILADELPHIAPA19104232294713HEALTHCAREPA501(c)(3)3PMCYes (true)
SAY YES TO EDUCATION FOUNDATION
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104222883885EDU SUPPORTPA501(c)(3)11, CTRUSTEESfalse
SS HUEBNER FOUNDATION FOR INSURANCE EDUC
3000 STEINBERG HALLPHILADELPHIAPA19104236297325EDU SUPPORTPA501(c)(3)11, ANAfalse
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104233021159SUPPORT ORGPA501(c)(3)11, ATRUSTEESfalse
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104232769744BENEFITSPA501(c)(3)11, ATRUSTEESfalse
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300BALA CYNWYDPA19004232152662HOSPICE CAREPA501(c)(3)9TRUSTEESfalse
WOMEN'S AND CHILDREN'S HEALTH SERVICES
700 SPRUCE STREETPHILADELPHIAPA19106232248956HEALTHCAREPA501(c)(3)3PA HOSPITALfalse
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500EPHILADELPHIAPA19102810550464SUPPORT ORGPA501(C)(3)11, DNAfalse
TRUSTEES OF THE UNIV OF PENNSYLVANIA
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104231352685EDUCATIONPA501(c)(3)2NAfalse
UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731PHILADELPHIAPA19104454985731SUPPORT ORGPA501(c)(3)11, ATRUSTEESfalse
TT FOR PRESBYTERIAN U OF PA MEDICAL CTR
C/O WILM TRUST 1100 MARKET STWILMINGTONDE19890516012363SUPPORT ORGDE501(C)(3)11, DNAfalse
THE CHESTER COUNTY HOSPITAL
701 E MARSHALL STREETWEST CHESTERPA19380230469150HospitalPA501(C)(3)7CCH&HSfalse
NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREETWEST CHESTERPA19380232324782NURSINGPA501(C)(7)11A, ICCH&HSfalse
NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREETWEST CHESTERPA19380231352243NURSINGPA501(C)(3)7CCH&HSfalse
NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREETWEST CHESTERPA19380232324787HEALTH SERV.PA501(C)(3)9CCH&HSfalse
CHESTER COUNTY HOSPITAL AND HEALTH SYSEM
701 E MARSHALL STREETWEST CHESTERPA19380264233321MGMT SERV.PA501(C)(3)11, INAfalse
UPENN MASTER RETIREMENT TRUST
3451 WALTNUT STREET ROOM 305PHILADELPHIAPA19106043574136RETIRE TRUSTPA501(A)N/ATRUSTEESfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1General Or Managing PartnerGeneralOrManagingPartnerInd
NEIGHBRHD PRES & DEV FUND LP
240 NEW YORK DR STE 1FORT WASHINGTONPA19034233037919RENTALPAUCAfalse
FERN HILL PARTNERSHIP III LP
929 SOUTH HIGH STREETWEST CHESTERPA19382300409614RENTALPATHHSfalse
FERN HILL LLC
929 SOUTH HIGH STREETWEST CHESTERPA19382233005147RENTALPATHHSfalse
OAKLANDS WAY MEDICAL BUILDING ASSOCIATES
929 SOUTH HIGH STREETWEST CHESTERPA19382830490251RENTALPATHHSfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (10 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Entity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctLegal Domicile Foreign CountryLegalDomicileForeignCountryCdAddress Line1ForeignAddress/AddressLine1CityForeignAddress/CityProvince Or StateForeignAddress/ProvinceOrStateCountryForeignAddress/CountryPostal CodeForeignAddress/PostalCode
CLINICAL HEALTH CARE ASSOC
250 KING OF PRUSSIA RD 4TH FLRADNORPA190875220232865181PHYS MGMTPACCACORPfalse
DELANCEY CORPORATION
510 WALNUT STREET SUITE 420PHILADELPHIAPA19106232060159RENTALPAPA HOSPITALCORPfalse
FRANKLIN CASUALTY INSURANCE CO
PO BOX 350BURLINGTONVT054020530043378984INSURANCEVTTRUSTEESCORPfalse
PENN TOWER HOTEL INC
3401 WALNUT STREET SUITE 440APHILADELPHIAPA19104232812573HOTEL/RESTAURantPATRUSTEESCORPfalse
PRESBYTERIAN MEDICAL SERVICE
39TH AND MARKET STREETPHILADELPHIAPA19104232307991HEALTHCAREPAPMCCORPYes (true)$0$01.00000
QUAKER INSURANCE COMPANY LTD
3451 WALNUT ST ROOM 329PHILADELPHIAPA19104300708282SELF-INSURANCeTRUSTEESCORPfalseBD
PENN WHARTON CONSULTING (BEIJING) CO LTD
EDUCATIONUPENN INT'LWOFEfalseCHCHINA WORLD TOWER 1 14FCHAOYANG DISTRICTBEIJINGCH100004
TURK'S HEAD HEALTH SERVICES
701 E MARSHALL STREETWEST CHESTERPA19380232329753MEDICAL SERV.PACCH&HSCORPfalse
PROFESSIONAL PROVIDERS INC
701 E MARSHALL STREETWEST CHESTERPA19380233076589PHYSICIAN SERV.CCH&HSCORPfalse
CHESTER COUNTY OBGYN ASSOCIATES INC
701 E MARSHALL STREETWEST CHESTERPA19380300073633OB/GYN SERV.PACCH&HSCORPfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1PRESBYTERIAN MULTISPECIALTY GROUP PRACTICEBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$1,542,276InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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