2014-05-15T15:04:13-05:00 2013-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2012-07-01 231352651 THOMAS JEFFERSON UNIVERSITY % GAYLE ROWANTHOMAS JEFF UNIV THOM 2155038344 1020 WALNUT STREET Suite 5th flr PHILADELPHIA PA 191075543 ALFRED SALVATO 2155038344 2014-05-14 true 2673303000 2012 2015-11-30 17:44:51Z STEPHEN K KLASKO MD MBA 1020 WALNUT STREET PHILADELPHIA PA 19107 466277819 false X www.jefferson.edu X 1824 PA SEE ATTACHMENT 1 35 33 4769 1860 -916193 -1167085 21806838 22434459 369844825 372932063 3959297 60829125 812391 1063908 396423351 457259555 16446213 17177769 0 0 255331541 257005761 0 0 4995060 122161624 113499601 393939378 387683131 2483973 69576424 897374610 977296478 401836026 412202562 495538584 565093916 THOMAS JEFFERSON UNIVERSITY IS AN INDEPENDENT, EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE JEFFERSON MEDICAL COLLEGE & THE JEFFERSON SCHOOLS OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH AND JEFFERSON COLLEGE OF GRADUATE STUDIES. false false 301040342 10909548 274914652 EDUCATION : THOMAS JEFFERSON UNIVERSITY IS DEDICATED TO EDUCATING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS. THE JEFFERSON MEDICAL COLLEGE PROVIDES UNDERGRADUATE MEDICAL EDUCATION. THE JEFFERSON SCHOOL OF HEALTH PROFESSIONS PROVIDES UNDERGRADUATE AND GRADUATE EDUCATION IN A VARIETY OF FIELDS INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, BIOMEDICAL SCIENCES AND RADIOLOGIC SCIENCES. THE JEFFERSON SCHOOL OF NURSING OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS IN NURSING. THE JEFFERSON SCHOOL OF PHARMACY OFFERS A DOCTOR OF PHARMACY DEGREE AND THE JEFFERSON COLLEGE OF GRADUATE STUDIES OFFERS MASTERS AND DOCTORAL PROGRAMS IN THE BIOSCIENCES. 6269221 6269221 98017411 Research: Thomas Jefferson University is also dedicated to basic and clinical science research that extends from the laboratory to the bedside and into the community. Our clinical and research teams work together to address today's most pressing health concerns. Particular emphasis is placed on research in the following areas: cancer and cancer biology; cardiac and cardiovascular biology; neuroscience; population and public health; infectious disease and vaccines. 307309563 true true false false false false false true false true true false false false true false false true true false false true false false true false false true true true true false false false false false false false false false true true false false false false true true true false false true 1018 0 true 4769 true true true false false false false true true false false false false false X 35 33 true false false false false false false true true false false true true true true true true true true false PA X GAYLE ROWANTHOMAS JEFF UNIV 2155038344 1020 WALNUT STREET PHILADELPHIA PA 19107 X ROBERT S ADELSON 5.0 0.0 X 0 0 0 DAVID R BINSWANGER 5.0 5.0 X 0 0 0 KENNETH A BOONE 5.0 0.0 X 0 0 0 IRA BRIND ESQ 5.0 0.0 X 0 0 0 PATRICIA A COULTER 5.0 0.0 X 0 0 0 MARK ALDERMAN 5.0 0.0 X 0 0 0 JACK FARBER 5.0 0.0 X 0 0 0 TIM FOX MS PT 5.0 0.0 X 0 0 0 RICHARD C GOZON 35.0 5.0 X X 207357 0 36925 KENNETH A GRAHAM 5.0 0.0 X 0 0 0 BRIAN G HARRISON 5.0 0.0 X 0 0 0 CHRISTOPHER KNEIZYS 5.0 0.0 X 0 0 0 CHARLES G KOPP ESQ 5.0 0.0 X 0 0 0 LEONARD I KORMAN 5.0 0.0 X 0 0 0 JAMES E KSANSNAK 5.0 0.0 X 0 0 0 LOUIS C BLAUM 5.0 0.0 X 0 0 0 DOUGLAS J MACMASTER JR ESQ 5.0 0.0 X 0 0 0 JOSEPHINE C MANDEVILLE 5.0 0.0 X 0 0 0 PETER M MATTOON ESQ 5.0 0.0 X 0 0 0 JOSEPH J MCLAUGHLIN 5.0 0.0 X 0 0 0 THOMAS B MORRIS JR ESQ 5.0 0.0 X 0 0 0 BRITTON H MURDOCH 5.0 0.0 X 0 0 0 JEFFREY P ORLEANS 5.0 0.0 X 0 0 0 TIMOTHY M PULTE 5.0 0.0 X 0 0 0 EDWARD C DRISCOLL 5.0 0.0 X 0 0 0 MRS SAMUEL M V HAMILTON 5.0 0.0 X 0 0 0 DAN W MATTHIAS 5.0 0.0 X 0 0 0 LAWRENCE S SMITH 5.0 0.0 X 0 0 0 LENNOX K BLACK 5.0 0.0 X 0 0 0 GERARD H SWEENEY 5.0 0.0 X 0 0 0 BRIAN P TIERNEY ESQ 5.0 0.0 X 0 0 0 CUYLER H WALKER ESQ 5.0 0.0 X 0 0 0 WILLIAM V HARRER MD 5.0 0.0 X 0 0 0 SALVATORE COGNETTI 5.0 0.0 X 0 0 0 WILLIAM A LANDMAN 5.0 0.0 X 0 0 0 JAMES FOX IV MD 5.0 0.0 X 0 0 0 PAULA MANDLE 5.0 0.0 X 0 0 0 RICHARD RILEY 5.0 0.0 X 0 0 0 JASON SCHAFER PHARMD 40.0 0.0 X 97722 0 15218 CRISTINA CAVALIERI 35.0 5.0 X 507915 0 55131 STEVEN E McKENZIE MD PHD 35.0 0.0 X 359787 5455 48256 MICHAEL J VERGARE 35.0 0.0 X 646614 95233 82684 MARK L TYKOCINSKI 35.0 5.0 X 861169 0 106189 FREDERICK RUCCIUS 35.0 0.0 X 274222 49687 RONALD BOWLAN 35.0 0.0 X 297916 47599 PHILIP DOUGLAS HERRICK JR 40.0 0.0 X 243112 45656 THEODORE TARASCHI 40.0 0.0 X 229404 0 48949 ALFRED SALVATO 35.0 5.0 X 482915 0 60102 RICHARD PESTELL 35.0 5.0 X 961067 0 118034 WILLIAM KEANE 6.0 34.0 X 854923 814519 141886 ROBERT ROSENWASSER 18.0 22.0 X 1471660 257183 194196 MARC ROSEN 2.0 38.0 X 108906 1549148 59076 JAMES HARROP 2.0 38.0 X 56175 912922 49306 CHARLES YEO 16.0 24.0 X 442501 605812 82539 KATHLEEN E SQUIRES MD 35.0 5.0 X 217795 66746 47551 RICHARD WEENING 5.0 0.0 X 96397 0 23764 ROBERT L BARCHI MD PHD 35.0 5.0 X 1811294 0 98334 JAMES ERDMANN 40.0 0.0 X 148185 0 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objects that are used to demonstrate jefferson's achievements and contributions in the study of medicine. Schedule D, Part V, Line 4 Endowment funds are used to support instruction and research programs, support professorships, support financial aid for undergraduate, graduate and professional students, support the acquisition of books and other materials in the libraries, and support the on-going operations of the physical plant. true true true true true true true false false false false false false false false true false true PART I, LINE 3 TJU IS COMMITED TO PROVIDING EQUAL EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. TJU COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. PART I, LINE 6A FUNDING IS RECEIVED FROM THE STATE OF DELAWARE (SEE FORM 990 PART VIII, LINE 1E). 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research Magee Rehabilition 6 Franklin Plaza Philadelphia PA 19102 231476328 501(c)(3) 60000 Biological/medical research Marywood University ONeil Center for Healthy Families Scranton PA 18509 240795453 501(c)(3) 27169 Biological/medical research Mount Sinai School of Medicine 1 Gustave L Levy Pl New York NY 10029 136171197 501(c)(3) 69730 Biological/medical research Neumann University One Neumann Dr Aston PA 19014 231657958 501(c)(3) 52249 Biological/medical research PACER 8161 Normandale Blvd Minneapolis MN 55437 411306304 501(c)(3) 12952 Biological/medical research Philadelphia College of Osteopathic Medicine 4170 City Avenue Philadelphia PA 19131 231355135 501(c)(3) 132824 Biological/medical research Temple University Office of Cost Analysis and Comp 1805 Broad Street Philadelphia PA 19122 231365971 501(c)(3) 191870 Biological/medical research The Commonwealth Medical College 525 Pine Street Scranton PA 18509 260812968 501(c)(3) 48804 Biological/medical research Thomas Jefferson University Hospital Walnut St Philadelphia PA 19107 232829095 501(c)(3) 310362 Biological/medical research Trustees of the University of Pennsylvania PO Box 785541 Philadelphia PA 19178 231352685 501(c)(3) 475799 Biological/medical research University of Delaware 210 Hulihen Hall Newark DE 19716 516000297 501(c)(3) 89596 Biological/medical research University of Texas Southwestern PO Box 7996 Main Bldg Austin TX 78712 175600286 501(c)(3) 22500 Biological/medical research Fox Chase Cancer Center 306 Cottman Ave Philadelphia PA 19111 232003072 501(c)(3) 153407 Biological/medical research Institute for Hepatitis & Virus Research 3805 Old Easton Road Doylestown PA 18902 061671347 501(c)(3) 53302 Biological/medical research University of Georgia Research Foundation Inc 200 DW Brooks Drive Athens GA 30602 581353149 501(c)(3) 354217 Biological/medical research University of California San Diego 200 West Arbir Drive San Diego CA 92103 956006144 501(c)(3) 74555 Biological/medical research 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19114 231501197 501(c)(3) 95177 Biological/medical research Indiana University 980 Indiana Avenue Room 2232 Indianapolis IN 46202 356001673 501(c)(3) 64432 Biological/medical research Lincoln University 1570 Baltimore Pike Lincoln University PA 19352 231352655 501(c)(3) 17858 Biological/medical research Ohio State University 1960 Kenny Road Columbus OH 43210 316025986 501(c)(3) 20280 Biological/medical research Public Health Management Corporation 260 South Broad Street Philadelphia PA 19102 237221025 36866 Biological/medical research Regents of the University of Michigan 3003 S State Street Ann Arbor MI 48109 470929195 501(c)(3) 32531 Biological/medical research Regents of the University of California 1156 High Street Santa Cruz CA 95064 941539563 501(c)(3) 11059 Biological/medical research Riddle Memorial Hospital 1068 W Baltimore Pike Media PA 19036 231529076 501(c)(3) 18590 Biological/medical research Rothman Institute 925 Chestnut Street Philadelphia PA 19107 232856880 501(c)(3) 11405 Biological/medical research School District of Philadelphia 440 N Broad Street Suite 301 Philadelphia PA 19130 236004102 7668 Biological/medical research St Joseph's University 5600 City Avenue Philadelphia PA 19131 231352674 501(c)(3) 5521 Biological/medical research The Medical College of Wisconsin Inc 8701 Watertown Plank Road Milwaukee WI 53226 390806261 501(c)(3) 238212 Biological/medical research University of Montana 32 Campus Drive 4104 Missoula MT 59812 816001713 501(c)(3) 5242 Biological/medical research University of Pittsburgh 123 University Place Pittsburgh PA 15213 250965591 501(c)(3) 55045 Biological/medical research Windber Research Institute 600 Somerset Ave Windber PA 15963 251877336 501(c)(3) 150560 Biological/medical research ASSOCIATES IN HEMATOLOGY ONCOLOGY PC 232131037 8190 BIOLOGICAL/MEDICAL RESEARCH GLOBAL PHARMACEUTICALS SERVICES 206 WILLIAMSBURG DRIVE SHREWSBURY NJ 07702 203085136 20625 BIOLOGICAL/MEDICAL RESEARCH HEMATOLOGY & ONCOLOGY ASSOCIATES OF NEPA PC 1100 MEADE STREET DUNMORE PA 18512 232137083 73418 BIOLOGICAL/MEDICAL RESEARCH MDR GLOBAL SYSTEMS LLC C/O COMMONWEALTH BANK INDIANA PA 15701 146625 BIOLOGICAL/MEDICAL RESEARCH PENNSYLVANIA ONCOLOGY HEMATOLOGY ASSOCIATES 230 WEST WASHINGTON SQUARE PHILADELPHIA PA 19106 232972833 61959 BIOLOGICAL/MEDICAL RESEARCH DECISION Q CORPORATION 1010 WISCONSIN AVENUE WASHINGTON DC 20007 743058180 14344 BIOLOGICAL/MEDICAL RESEARCH Scholarships 796 10908548 FMV Part I, Line 2 The University monitors subrecipients by reviewing financial and performance reports submitted by the subrecipient and regular contact with the subrecipient and inquiries concerning programmatic activities, including quarterly certifications by principal investigators that work is progressing according to scope and that deliverables are being met. X X false false X X X X X false true false false false false false false false ROBERT L BARCHI MD PHD 581886 0 358401 0 871007 0 78220 0 20114 0 1909628 0 0 0 CRISTINA CAVALIERI 382826 0 83691 0 41398 0 42131 0 13000 0 563046 0 10147 0 STEVEN E McKENZIE MD PHD 296668 5455 39470 0 23649 0 30354 545 17357 0 407498 6000 0 0 MICHAEL J VERGARE 486347 95233 98544 0 61723 0 58882 9523 14279 0 719775 104756 0 0 RICHARD C GOZON 207357 0 0 0 0 0 0 0 36925 0 244282 0 0 0 JOHN OGUNKEYE 240876 0 102240 0 1471 0 0 0 9174 0 353761 0 6900 0 ALFRED SALVATO 373608 0 82840 0 26467 0 41561 0 18541 0 543017 0 0 WILLIAM KEANE 739953 814519 51975 0 62995 0 87255 25000 29631 0 971809 839519 0 0 ROBERT ROSENWASSER 1285208 257183 31500 0 154952 0 154470 25099 14627 0 1640757 282282 118050 0 MARC ROSEN 94251 1549148 0 0 14655 0 12870 25000 21206 0 142982 1574148 0 0 JAMES HARROP 54719 912922 0 0 1456 0 6600 25000 17706 0 80481 937922 0 0 MARK L TYKOCINSKI 645034 0 184221 0 31914 0 92361 0 13828 0 967358 0 0 0 FREDERICK RUCCIUS 216447 42739 15036 31009 18678 323909 0 RONALD BOWLAN 233121 48204 16591 32027 15572 345515 0 PHILIP DOUGLAS HERRICK JR 184043 38480 20589 29274 16382 288768 0 CHARLES YEO 290281 605812 129220 0 23000 0 37944 25000 19595 0 500040 630812 0 0 KATHLEEN E SQUIRES MD 203488 66746 0 0 14307 0 26999 3374 17178 0 261972 70120 0 0 RICHARD WEENING 96397 0 0 0 0 0 12784 0 10980 0 120161 0 0 0 JAMES ERDMANN 128004 0 14914 0 5267 0 19407 0 15757 0 183349 0 0 0 JAMES KEEN 218135 0 0 0 4059 0 29110 0 14552 0 265856 0 0 0 THEODORE TARASCHI 202510 0 22500 0 4394 0 30028 0 18921 0 278353 0 0 0 RICHARD PESTELL 709875 0 187709 0 63483 0 100357 0 17677 0 1079101 0 38945 0 PART I, LINES 1 AND 2 ALLOWANCE IN LIEU OF PERQUISITES EACH SENIOR OFFICER RECEIVES A GENERAL ALLOWANCE IN LIEU OF PERQUISITE. THIS AMOUNT IS PAID TO SENIOR OFFICERS AS A TAXABLE SUPPLEMENT TO SALARY. DOLLAR VALUES FOR THIS PERQUISITE CATEGORY ARE: PRESIDENT $15,000 PER YEAR AND ALL OTHER SENIOR OFFICERS $12,000 PER YEAR. PAYMENTS ARE MADE IN SEMI-ANNUAL INSTALLMENTS PAID IN JUNE AND DECEMBER. CRISTINA CAVALIERI RECEIVES A SUPPLEMENT OF $15,000 ANNUALLY FOR EXTERNAL RELATIONS DUTIES. DEPENDENT SCHOLARSHIP ASSISTANCE SENIOR OFFICERS PARTICIPATE IN THE SAME PROGRAM FOR DEPENDENT SCHOLARSHIP ASSISTANCE AS THOSE EMPLOYEES WHO RECEIVE FACULTY BENEFITS. THIS BENEFIT IS SET AT AN AMOUNT NOT TO EXCEED ONE-HALF THE CHP COMPREHENSIVE UNDERGRADUATE TUITION PER YEAR PER DEPENDENT FOR UP TO FOUR YEARS OF UNDERGRADUATE EDUCATION AT AN ACCREDITED COLLEGE OR UNIVERSITY. THE CURRENT REIMBURSEMENT RATE EFFECTIVE JULY 1, 2013, IS $14,339. Housing The University provided temporary housing to interim president Richard Gozon from July 2012 to June 2013. The value of the housing for Mr. Gozon was $73,200 for the period 7/1/12 to 6/30/13. PART I, LINE 4B THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII PARTICIPATED IN OR RECEIVED PAYMENT FROM A SERP. THE AMOUNTS ACCRUED/PAID FOR THE YEAR ARE AS FOLLOWS: Barchi, Robert L 62,720 Bowlan, Ronald 5,462 Cavalieri, Cristina 26,632 McKenzie, Steven E 13,679 Ruccius, Frederick 17,000 Tykocinski, Mark 76,861 Vergare, Michael J 43,382 Keane, William M 71,755 Rosenwasser, Robert 138,970 Yeo, Charles 21,661 Salvato, Alfred 19,135 A PA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 070917RHC 2006-12-13 27486705 CONSTRUCTION OF ACADEMIC BUILDING false false false B PA HIGHER EDUCATIONAL FACILITIES AUTHORITY 232243852 070917RHC 2006-12-13 63412500 REFUNDING OF PREVIOUS BOND & CAPIT false false false C PA HIGHER EDUCATIONAL FACILITIES AUTHORITY 232243852 070917RHY 2008-03-13 25000000 CAPITAL PURCHASES & IMPROVEMENTS false false false D PA HIGHER EDUCATIONAL FACILITIES AUTHORITY 232243852 070917RHY 2008-03-13 46935000 REFUNDING OF PREVIOUS BOND & OPERA false false false A 0 0 27486705 0 0 0 187166 333184 0 26966355 0 0 false false true true B 10515000 0 63412500 0 0 0 420474 777430 0 0 62214596 0 false true true true C 0 0 25000000 0 0 0 203435 0 0 24796565 0 0 false false true true D 0 0 46935000 0 0 0 375843 9157 0 0 46550000 0 true false true true A false true false false 0.00500 0.00500 false false false false B false false false false 0 false false false false C false false false false 0 false false false false D false false false false 0 false false false false A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false false true true BA ML 21. false false false 0 false true D false true true true BA ML 21. false false false 0 false true A true B true C true D true PART IV, LINE 2C 0 PHEFA SERIES 2006A 09/17/2007 PHEFA SERIES 2006B 01/29/2008 PHEFA SERIES 2008A 05/10/2010 PHEFA SERIES 2008B 05/10/2010 A PA HIGHER EDUCATIONAL FACILITIES AUTHORITY 232243852 070917RZK 2010-03-11 75417019 CONSTRUCTION OF ACADEMIC BUILDING false false false B PA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917R8G3 2012-10-04 45634203 CAPITAL PURCHASES & IMPROVEMENTS false false false A 0 0 75417019 0 0 0 787019 0 0 74630000 0 0 false false true true B 0 0 45634203 0 0 0 562929 0 0 21285000 9071274 14715000 true false true true A false false false false 0 false B false false false false 0 false A false true false false 0 false 0 false true B false true false false 0 false 0 false true A true B true 0 COZEN O'CONNOR PUBLIC STRATEGIES COMMON TRUSTEE/CHAIRMAN 189390 GOVERNMENT RELATIONS FEES false PART IV TJU COMMONWEALTH TRUSTEE MARK ALDERMAN IS THE CHAIRMAN OF COZEN O'CONNOR PUBLIC STRATEGIES. X 1 1175000 FMV false false false FORM 990 SCHEDULE O DISCLOSURES FORM 990, PART VI, SECTION B, LINE 2 Jack Farber and James Ksansnak had a business relationship. Richard Pestell and Dan Matthias had a business relationship. FORM 990, PART VI, SECTION B, LINE 11A The Form 990 is prepared in conjunction with PriceWaterhouseCoopers LLP and reviewed internally by management. It is then sent to the board of trustees for their review. The Form 990 is reviewed and approved at a meeting of the board of trustees prior to filing. FORM 990, PART VI, SECTION B, LINE 12A Thomas Jefferson University's Conflicts of Interest Policy for the Board of Trustees, set forth in Section XII of the University bylaws, adopted by the Board of Trustees on September 14, 1998 and revised on November 10, 2004, requires members of the Board of Trustees to participate in an annual Conflicts of Interest Disclosure process. Written and Electronic questionaires are distributed to all voting members of the Board of Trustees and all Senior Management Officials employed by the University during fiscal year 2013 (July 1, 2012 through June 30, 2013). In certain instances, this summary report also includes information retrieved from other publicly filed documents pertaining to members of the university's board of trustees. This report outlines only dislosed relationships and transactions that pertain to governance related questions contained within the 2012 Internal Revenue Service Form 990. The dollar amount aggregate business with third-party organizations appears on this report only if the transaction exceeds $10,000 during fiscal year 2013. If the dollar amount of aggregate business with any entity exceeds $10,000, all transactions, regardless of their total dollar amount, are included in the report. A comprehensive report outlining all existing or potential financial or other interests maintained by members of the board of trustees and senior management officials will be provided separately. All original disclosure forms remain on file in the office of university counsel. FORM 990, PART VI, SECTION B, LINE 12C TJU regularly and consistently monitors conflicts of interests pursuant to its annual disclosure process. TJU's conflicts of interest policy applies to all officers, directors and key employees of the organization and members of those individuals' immediate family. Review of potential conflicts of interests and determinations if such conflicts exist, is within the jurisdiction of the Executive Committee. A person who may have a potential conflict is precluded from voting on decisions regarding any such transaction. FORM 990, PART VI, SECTION B, LINE 15 Each year, the Human Resources Committee (the "HR Committee") evaluates the performance and compensation of the President and reviews the President's determinations regarding his evaluation of the performance and compensation of each senior officer. The Committee's deliberations and decisions regarding executive compensation and other matters are documented in contemporaneous minutes taken by the Chairman of the HR Committee and approved by the Committee. In determining compensation of the President, and in reviewing the compensation approved by the President for the senior officers, the HR Committee takes into account its objective of attracting, retaining and motivating talented executives with appropriate experience and skill sets to achieve the institution's strategic objectives. In addition, the HR Committee reviews certain peer group information and pre-established quantitative and qualitative performance criteria which measures achievement and contributions to TJU's strategic objectives. The weight given any one criterion and the mix of criteria included in determining compensation depends on position and principal areas of responsibility. Each year, the President and Chairman of the Board of Directors agree upon the President's goals and objectives for the ensuing year, which goals and objectives are approved by the HR Committee. The CEO's performance against targets and compensation is measured, evaluated and approved annually by the HR Committee. Since TJU's senior officers report directly to, and work on a daily basis with, the President, the Committee gives considerable weight to the President's evaluations of TJU's senior officers when reviewing the President's determinations regarding the senior officer's compensation. The President bases his evaluation primarily on whether each senior officer has met or exceeded the pre-established performance criteria. Each year, the senior officers and the President agree upon goals and objectives for the ensuing year. The agreed-upon goals and objectives are documented and then reviewed annually by the President with the HR Committee. The President evaluates each senior officer's performance against targets, and determines compensation, which determination is then reviewed with the HR Committee. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available upon request. FORM 990, PART VII, SECTION B - INDEPENDENT CONTRACTORS Thomas Jefferson University Hospital (TJUH) and Thomas Jefferson University (TJU) have maintained a close academic affiliation. Services provided by TJU to TJUH include physician and non-physician personnel and other support services necessary to preserve and maintain the tertiary care capacity of TJUH. TJU also provides office and clinical space, as well as administrative, finance, human resources, information technology, maintenance, security, temporary staffing and other ancillary services to TJUH. Expenses charged for these services aggregated $10.3 M for the year ended June 30, 2013. FORM 990, PART XI, LINE 5 - Other changes in fund balance: CHANGE IN PENSION LIABILITY $14,701,000 Jefferson University Physicians 1025 Walnut St Philadelphia PA 19107 232809585 Clinical Care PA 501(C)(3) 11A Type I na true 1100 Walnut Associates 1020 Walnut St Philadelphia PA 19107 232332326 Medical offic PA NA N/A Walnut Realty 1020 Walnut St 5th FL Philadelphia PA 19107 232332416 real estate PA na CORP 11182 0 1.00000 true TJU INC 1120 Walnut St 5th Fl Philadelphia PA 19107 232146678 real estate PA na CORP 1107078 95886 1.00000 true CHARITABLE REMAINDER TRUSTS (12) PA N/A TRUST 1.00000 true true false false false false false false false false true true true true false false JEFFERSON UNIVERSITY PHYSICIANS A,M,N 33827282 FMV 1100 WALNUT ASSOCIATES O,P 1387496 FMV