JEFFERSON UNIVERSITY PHYSICIANS: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON UNIVERSITY PHYSICIANS (EIN 23-2809585)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-12
IRS object ID
201121329349300622
Schema version
2009v1.7
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)
Timestamp2011-05-12T13:37:44-04:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1700AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN232809585EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Jefferson University PhysiciansBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEFFNameControl
Phone2159552562Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11025 WALNUT STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191075083ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRichard J SchmidName
TitleTreasurerTitle
Date Signed2011-05-09DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2673303000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARK L TYKOCINSKINameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11020 WALNUT STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19107ZIPCode
FieldValueIRS element (for citing)
Gross Receipts300164929GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1995YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTo provide physician services and support the educational and research mission of Thomas Jefferson University.ActivityOrMissionDescription
Nbr Voting Members Governing Body15NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees1663TotalNbrEmployees
Total Nbr Volunteers3TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year259092511ProgramServiceRevenuePriorYear
Program Service Revenue CY299322055ProgramServiceRevenueCY
Investment Income Prior Year781485InvestmentIncomePriorYear
Investment Income Current Year667224InvestmentIncomeCurrentYear
Other Revenue Prior Year28400OtherRevenuePriorYear
Other Revenue Current Year67250OtherRevenueCurrentYear
Total Revenue Prior Year259902396TotalRevenuePriorYear
Total Revenue Current Year300056529TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year162053851SalariesEtcPriorYear
Salaries Etc Current Year186613066SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year73665130OtherExpensePriorYear
Other Expenses Current Year105428138OtherExpensesCurrentYear
Total Expenses Prior Year235718981TotalExpensesPriorYear
Total Expenses Current Year292041204TotalExpensesCurrentYear
Revenues Less Expenses Prior Year24183415RevenuesLessExpensesPriorYear
Revenues Less Expenses CY8015325RevenuesLessExpensesCY
Total Assets BOY107116906TotalAssetsBOY
Total Assets EOY111561272TotalAssetsEOY
Total Liabilities BOY55645989TotalLiabilitiesBOY
Total Liabilities EOY75047156TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY51470917NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY36514116NetAssetsOrFundBalancesEOY
Mission DescriptionTo provide physician services and support the educational and research mission of Thomas Jefferson University.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense288935754Expense
Revenue299322055Revenue
DescriptionThe Faculty Practice Plan of Jefferson Medical College ("College") was originally developed in June, 1968 to permit certain members of the faculty of the College to use their professional expertise in the provision of patient care as well as in pursuit of the educational and research missions of Thomas Jefferson University ("University"). The Advisory Committee of the Clinical Practice Plan and the Board of Trustees of the University approved the formation of the Jefferson University Physicians ("JUP") on March 28th, 1995, and June 5th, 1995, respectively. The purpose of JUP is to allow certain clinicians ("Participants") to conduct their clinical practices while supporting the educational and research activities of the University. JUP is designed to encourage its Participants to support the charitable mission of the University while sharing the costs and responsibilities of their patient care responsibilities in an atmosphere that fosters the advancement of medical knowledge. JUP's goal is to create an integrated multi-specialty group practice that is responsive to the changing requirements of the marketplace and the needs of the public.Description
Total Program Service Expense288935754TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees1663NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members15NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonTHOMAS JEFFERSON UNIVERSITYNamePerson
Telephone Number2155038344TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11020 WALNUT STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191075587ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
ROBERT L BARCHI MD PHD
CHAIRMAN5.0XX01155453135551
THOMAS J LEWIS III
VICE CHAIRMAN5.0X000
BRIAN HARRISON
TRUSTEE5.0X000
ROBERT ADELSON
TRUSTEE5.0X000
WILLIAM M KEANE MD
TRUSTEE45.0XX95475060995690404
GEORGE P VALKO MD
trustee5.0X2954512902325097
LAURENCE NEEDLEMAN MD
trustee5.0X32330710393842873
ELISABETH KUNKEL MD
trustee5.0X5547617760733630
JOHN C KAIRYS MD
trustee5.0X10822711166630576
HOWARD H WEITZ MD
TRUSTEE5.0X19948422310753600
RANI P ANNE MD
TRUSTEE5.0X2562448700141067
JAMES HARROP
TRUSTEE5.0X8675465714536707
Ernest Rosato
TRUSTEE5.0X1936369596136897
David Binswanger
Trustee5.0X000
William A Landman
Trustee5.0X000
CRISTINA CAVALIERI ESQ
SECRETARY5.0X047009749731
RICHARD J SCHMID
TREASURER5.0X038828539592
JOHN OGUNKEYE
trustee5.0X046242237819
Mark L Tykocinski
TRUSTEE5.0X074068120005
ROBERT ROSENWASSER
TRUSTEE5.07657321025154133903X
MARC ROSEN
TRUSTEE5.0131001210077952181X
John Ratliff
TRUSTEE5.010609884480436662X
ASHWINI SHARAN
TRUSTEE5.08353145308838719X
JAMES EVANS
TRUSTEE5.08119904435337965X
THEODORE A CHRISTOPHER MD
trustee5.013448529134662012X
EDMUND PRIBITKIN MD
trustee5.06647339578344139X
HERBERT E COHN
trustee5.0020443733799X
ANTHONY J DIMARINO MD
trustee5.033926516705751192X
JOSEPH MONTELLA MD
trustee5.01061827912929221X
ARTHUR M FELDMAN MD PHD
trustee5.019090947297461323X
ZVI GRUNWALD MD
trustee5.030203230569059704X
GENO MERLI MD
trustee5.01818244349947136X
JOSEPH L SELTZER MD
BOARD MEMBER5.012549214324135690X
RICHARD C WENDER MD
BOARD MEMBER5.05276828999044570X
DAVID B NASH
TRUSTEE5.0049324048172X
FieldValueIRS element (for citing)
Total Reportable Comp From Org9706299TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs9066906TotalReportableCompFrmRltdOrgs
Total Other Compensation1489937TotalOtherCompensation
Number Individuals GT100 K335NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
ALLSCRIPTS LLC
2297 PAYSHERE CIRCLECHICAGOIL60674CONSULTING SERVICES444861
cbiz mEDICAL mANAGEMENT
PO BOX 13808PHILADELPHIAPA19101BILLING SERVICES427498
lOCUM tENENSCOM
PO BOX 405547ATLANTAGA30384crna sERVICES328107
ima cONSULTING iNC
2 CHRISTY DRIVE SUITE 219CHADDS FORDPA19317CONSULTING SERVICES262445
medical present value
po box 120459DALLASTX753120459cbo system and tech204000
FieldValueIRS element (for citing)
Number Of Contractors GT100 K5NumberOfContractorsGT100K
Total Contributions0TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionPATIENT SERVICE REVENUEDescription
Total Revenue Column299322055TotalRevenueColumn
Related Or Exempt Function Income299322055RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue299322055TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column667224TotalRevenueColumn
Exclusion$667,224ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Income Fundraising Events175650GrossIncomeFundraisingEvents
Fundraising Direct Expenses108400FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column67250TotalRevenueColumn
Exclusion$67,250ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column300056529TotalRevenueColumn
Related Or Exempt Function Income299322055RelatedOrExemptFunctionIncome
Exclusion$734,474ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total2988215Total
Program Services2988215ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total154171497Total
Program Services152722625ProgramServices
Management And General1448872ManagementAndGeneral
Fundraising0Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5910283Total
Program Services5910283ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total16934389Total
Program Services16555982ProgramServices
Management And General378407ManagementAndGeneral
Fundraising0Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total6608682Total
Program Services6567855ProgramServices
Management And General40827ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4831189Total
Program Services4522788ProgramServices
Management And General308401ManagementAndGeneral
Fundraising0Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total93822Total
Program Services93822ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total1307775Total
Program Services1266997ProgramServices
Management And General40778ManagementAndGeneral
Fundraising0Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total3675482Total
Program Services3671376ProgramServices
Management And General4106ManagementAndGeneral
Fundraising0Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total9667715Total
Program Services9443361ProgramServices
Management And General224354ManagementAndGeneral
Fundraising0Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total651710Total
Program Services637876ProgramServices
Management And General13834ManagementAndGeneral
Fundraising0Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total114526Total
Program Services106541ProgramServices
Management And General7985ManagementAndGeneral
Fundraising0Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total21623Total
Program Services21623ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2291273Total
Program Services2291273ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total47606307Total
Program Services47606307ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
BAD DEBT16547177165471770
MEDICAL SUPPILES13329586133295860
OTHER SUPPLIES52899534652067637886

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total292041204Total
Program Services288935754ProgramServices
Management And General3105450ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY37602740BOY
EOY42539842EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY20615664BOY
EOY22796235EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY32183684BOY
EOY26807832EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1229789BOY
EOY783096EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis36588956LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec19233429LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY14275937BOY
EOY17355527EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1209092BOY
EOY1278740EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY107116906BOY
EOY111561272EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY55645989BOY
EOY75047156EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY55645989BOY
EOY75047156EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY51470917BOY
EOY36514116EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY51470917BOY
EOY36514116EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY107116906BOY
EOY111561272EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1THOMAS JEFFERSON UNIVERSITYBusinessNameLine1
FieldValueIRS element (for citing)
EIN231352651EIN
Type Of Organization02TypeOfOrganization
Listed In Governing DoctrueListedInGoverningDoc
Supported Organization NotifiedtrueSupportedOrganizationNotified
Organized In UStrueOrganizedInUS
Amount$22,972,126Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts22972126SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
LandLand

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis5685965OtherCostOrOtherBasis
Depreciation2357884Depreciation
Book Value3328082BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis30724201OtherCostOrOtherBasis
Depreciation16875545Depreciation
Book Value13848657BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis178790OtherCostOrOtherBasis
Book Value178790BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings17355527TotalOfBookValueLandBuildings
Total Revenue300056529TotalRevenue
Total Expenses292041204TotalExpenses
Excess Or Deficit For Year8015325ExcessOrDeficitForYear
Other-$22,972,126OtherAmount
Total Adjustments-22972126TotalAdjustments
Excess Or Deficit Per FS-14956801ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt300056529TotRevenueEtcAuditedFinclStmt
Revenue Subtotal300056529RevenueSubtotal
Total Revenue Per Form990300056529TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt292041204TotExpensesEtcAuditedFinclStmt
Expenses Subtotal292041204ExpensesSubtotal
Total Expenses Per Form990292041204TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPART XI, LINE 8Identifier
ExplanationTRANSFERS TO TJU $(22,972,126)Explanation

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GolfNameOfEvent1
Gross Receipts Event1175650GrossReceiptsEvent1
Charitable Contributions Event1108400CharitableContributionsEvent1
Gross Revenue Event167250GrossRevenueEvent1
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Total175650GrossReceiptsTotal
Charitable Contributions Total108400CharitableContributionsTotal
Gross Revenue Total Events67250GrossRevenueTotalEvents
Net Income Summary67250NetIncomeSummary

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (30 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
ROBERT L BARCHI MD PHD
077486703483000322860129374061770129100400
WILLIAM M KEANE MD
954750541251040000028705245005036301554197925067586000
CRISTINA CAVALIERI ESQ
035856408767602385704199707734051982800
RICHARD J SCHMID
030281606028502518403250007092042787700
JOHN OGUNKEYE
035440607900002901602890008919050024100
GEORGE P VALKO MD
295451290230000295417110050333249915116600
THEODORE A CHRISTOPHER MD
13448524434402500002200224500299000761215898532885800
LAURENCE NEEDLEMAN MD
323307789950002494325017106470720934832412179400
ELISABETH KUNKEL MD
554761776070000554823477046056102420568900
JOHN C KAIRYS MD
108227108366033000010823124630729011905013141900
EDMUND PRIBITKIN MD
66473395783000024500111430849668923311542200
HERBERT E COHN
020391700052002697506824023823600
ANTHONY J DIMARINO MD
339265160257000680022813206860769336207819543600
JOSEPH MONTELLA MD
1061827912900001061810721078821168009773200
HOWARD H WEITZ MD
1994842104200001268719948275240612821943225675900
ARTHUR M FELDMAN MD PHD
19090940885002000004412419091364610577121000051520600
ZVI GRUNWALD MD
3020322689340300000675624743299000506132677534065100
GENO MERLI MD
18182368707053701021091181838559067592000048881700
JOSEPH L SELTZER MD
125492132803075000293812549175940554713804116638200
RICHARD C WENDER MD
5276825259802800009392527729900093935804532928300
RANI P ANNE MD
25624487001000025185100450583728142910288300
ROBERT ROSENWASSER
7657329744610300000206932450010606403339790232113455700
MARC ROSEN
131001288093000126862450012870014811133451212846000
JAMES HARROP
867546571450000245006600056078920466935200
Mark L Tykocinski
062369909216702481506320013685076068600
Ernest Rosato
19363695961000019364110000653321300011349400
DAVID B NASH
045765300035587037768010404054141200
John Ratliff
10609884480400002450046150754710854885696600
ASHWINI SHARAN
835314530880000245005400088198598146730700
JAMES EVANS
811990443530000245005115083508364905781800

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierFORM 990 SCHEDULE O DISCLOSURESIdentifier
ExplanationFORM 990, PART VI, LINE 11 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. FORM 990, PART VI, SECTION B, LINE 12A Jefferson University Physicians Conflicts of Interest Policy for the Board of Trustees, set forth in Section XII of the University By-Laws, 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. The summary provided here pertains to information retrieved from written and electronic questionnaires distributed to all voting members of the Board of Trustees and all Senior Management Officials employed by the University during fiscal year 2010 (July 1, 2009 through June 30, 2010). 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 those disclosed relationships and transactions that pertain to governance related questions contained within the 2010 Internal Revenue Service Form 990. The dollar amount of aggregate business with third-party organizations appears on this report only if the transaction exceeded $10,000.00 during fiscal year 2010. If the dollar amount of aggregate business with any entity exceeded $10,000.00, 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 JUP regularly and consistently monitors conflicts of interests pursuant to its annual disclosure process. JUP's conflicts of interest policy applies to all officers, directors and key employees of the organization and members of those individual's immediate family. Review of potential conflicts of interests and determinations if such exist, are 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 15(b) Each year, the Human Resources Committee (the "HR Committee") of Thomas Jefferson University (TJU) reviews the President of TJU's determinations regarding his evaluation of the performance and compensation of the President of JUP. 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 reviewing the compensation recommended by the President of TJU for the President of JUP, 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 the strategic objectives of TJU and JUP. Since the President of JUP is also the Dean of Jefferson Medical College of TJU and reports directly to, and works on a daily basis with, the President of TJU, the Committee gives considerable weight to the President's evaluations of the President of JUP when reviewing the President of TJU's determinations regarding the President of JUP. The President of TJU bases his evaluation primarily on whether the President of JUP has met or exceeded the pre-established performance criteria. Each year, the President of JUP and the President of TJU agree upon goals and objectives for the ensuing year. The agreed-upon goals and objectives are documented and then reviewed annually by the President of TJU with the HR Committee. The President of TJU evaluates performance against targets, and determines compensation, which determination is then reviewed with the HR Committee. JUP also maintains a Compensation Committee for the purpose of reviewing and approving the compensation of all other officers of JUP. The Compensation Committee takes into consideration various industry benchmarks for physician compensation, as well as the clinical productivity and administrative responsibilities of each officer. Form 990, Part VI, Section C, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.Explanation

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THOMAS JEFFERSON UNIVERSITYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11020 WALNUT STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19107ZIPCode
FieldValueIRS element (for citing)
EIN231352651EIN
Primary ActivitiesEDUCATIONPrimaryActivities
Legal Domicile StatePALegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status2PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1naBusinessNameLine1
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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