2011-05-11T15:09:25-05:00 2010-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2009-07-01 311538725 PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PENN 2158297723 800 SPRUCE STREET PHILADELPHIA PA 191073501 KEITH KASPER 2011-05-05 2673303000 2009 2016-02-24 21:20:13Z Kate Kinslow 800 Spruce Street Philadelphia PA 19107 485573183 false X www.uphs.upenn.edu X 1751 PA PROVISION OF CHARITABLE HEALTHCARE SERVICES 14 6 2978 284 436172 103917 8210656 5638308 431237826 460182776 5959042 10584110 8544552 9129863 453952076 485535057 0 0 0 0 198418859 202990257 0 0 502092 236183224 255071719 434602083 458061976 19349993 27473081 437364788 476004990 155291888 149934374 282072900 326070616 PROVISION OF CHARITABLE HEALTHCARE SERVICES false false 402507448 0 465543342 Pennsylvania Hospital is a 498 bed, community based, tertiary care teaching hospital providing a full range of diagnostic and therapeutic medical services. The hospital's specialties include obstetrics and gynecology, neurosciences, orthopedics, behavioral health, cancer treatment, cardiac care, and bloodless medicine and surgery. Since its founding in 1751, the mission of Pennsylvania Hospital has been to provide the highest level of health care for all, regardless of ability to pay. The hospital subsidizes the cost of treating patients who are uninsured and unable to pay, or when government assistance reimbursement falls below cost. In fiscal year 2010, Pennsylvania Hospital admitted 23,847 adult patients and had 116,389 outpatient visits. In addition 63,427 Psychiatry patients were treated. Pennsylvania Hospital 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, Pennsylvania Hospital maintains records to identify and monitor the level of charity care it provides. These records include the amount of payment foregone, based on established rates, for services and supplies furnished under its charity care policy. Such amounts have been excluded from net patient service revenue. Pennsylvania Hospital also provides care to patients who do not have health insurance or meet the criteria to qualify for its charity care policy. Pennsylvannia Hospital pursues collection of these amounts, however certain amounts are deemed to be uncollectible. These amounts are classified as the provision for bad debt in the financial statements. Pennsylvania Hospital's uncompensated care comprised of charity care and the provision of bad debts totaled $26,248,391 in fiscal year 2010. Additionally, the costs of providing services to eligible welfare recipients, who participated in the Pennsylvannia Medical Assistance and local Managed Medicaid programs exceeded reimbursement by $24,288,369 in fiscal year 2010. In addition to providing direct patient charity care and in furtherance of its exempt purpose to benefit the community, the Hospital operates an emergency room 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, and facilitates the advancement of medical and surgical education. The Hospital also 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, and speeches. The Hospital also regularly provides health- related information to television and radio news programs and reporters at newspapers and magazines. The following community services and programs were partially or fully subsidized by the hospital: I. Health Care Services Emergency Services Pennsylvania Hospital's emergency department is staffed and equipped to provide excellent emergency medical care 24 hours a day, seven days a week. Patients present with a variety of illnesses and injuries and all are evaluated and treated based on individual need. The department also serves as an entrance point into the health care system for those who need continued medical and nursing intervention and as a referring agency to other necessary disciplines. Health services are provided for persons without regard to race, color, religious belief, ancestry, gender, handicap, age, or national origin. All patients are evaluated regardless of their ability to pay. Total Number Served FY 2010: 31,642 Diabetes Education Center The Diabetes Education Center provides comprehensive outpatient education and training for diabetics, family members, and members of the community. The Center provides its services, regardless of insurance status or ability to pay for services. Services provided in FY 2010 included: - Comprehensive diabetes self-management education in groups or individual settings. The program holds "recognition status" from the American Diabetes Association and is taught by a multidisciplinary team including members of the departments of medicine, nursing, physical therapy, food and nutrition, pharmacy, and surgery at Pennsylvania Hospital. - Individual education for specific diabetes management tasks such as self blood-glucose monitoring and medication administration. - Diabetes awareness education for local civic, business, and social groups. - Professional education for nurses, caregivers of the intellectually and developmentally disabled, and behavioral health clinicians. In addition, graduate and undergraduate students in the health profession, including nurses, health educators and dieticians, complete degree requirements and obtain practical experience with the Center. Program statistics for FY 2010 are as follows: - Group class participants: 143 - Individual consultations: 272 - Total Number of visits: 985 - Caregivers trained: 184 - Community education: 242 - Professional education: 380 - Diabetes Follow-up & Management-Telecommunication: 2300 - Diabetes Follow-up & Management-In Person Consult: 460 - Family members who attended class: 35 - Health professional students participated in program activities incompletion of degree requirements: 22 Total number served FY 2010: 1,738 Total number telecommunication encounters FY 2010: 2,300 Joan Karnell Cancer Center The Joan Karnell Cancer Center offers a variety of programs to help cancer patients and their families cope with the diagnosis of cancer. Led by trained professionals, these groups offer emotional support, education, opportunities to learn ways of coping with uncertainty and change, and a chance to meet others who face similar issues. The Center also supports advocacy groups who provide programs and support to mutual patients. In FY10 donations were made to the American Cancer Society, Susan G. Komen for the Cure and to the Peter Skelton Research Foundation. Monthly Support Groups: - Facing Forward: Breast Cancer (breast cancer education support group for women who have had mastectomies, lumpectomies, and/or hormonal therapy). - Healthy Balance (a four-month program on food, exercise and body image for women who are post-breast cancer treatment) - Person-to-Person (peer support group for cancer patients) - Navigating the Course (esophageal cancer support group) - Living with Loss Bereavement Program (for families who need support) - Cancer Survivorship (a support and education series) - Sickle Cell Support Group (education and support group) - Sarcoma Support Group (education and support group for patients and family members coping with sarcoma) Quarterly Support Groups: - Cooking Nutritious and Nutritious Food (hands-on experience in incorporating cancer-fighting foods into every day eating) - Look Good, Feel Better: Through the Looking Glass (an educational seminar on maintaining optimal health and physical appearance during and after cancer treatment) - Sickle Cell Awareness Day (for patients and family members living with sickle cell disease) - One Step Ahead- A program for women at high risk for cancer Annual Series: - Holistic Living Challenge Education and Support for a Preventive Lifestyle One-Day Seminars: - Integrating Mindfulness and Healing (cancer survivors explore the healing power of mindfulness in the daily activities of breathing, thinking, sleeping, eating, movement and relationships) - Beating the Blahs (an educational seminar held each January to help patients who experience a post-holiday sense of let down) - Breast Cancer: Early Detection is the Key (promotes early detection and breast cancer prevention) - Be the Best You Can Be (for the older cancer patient; focuses on health issues, insurance, nutrition) - Healthy Living: Reducing Your Risk for Cancer (experts provide information and a health fair on nutrition, genetics, smoking cessation, and specific cancers) - The Challenges of Caregiving: Taking Charge of Your Life (caregiver program which discusses the challenges of caring for cancer patients) Screenings/Awareness Programs: - National Cancer Survivors Day (an annual gathering of survivors, family members, caregivers, physicians, and staff hear survivor speakers and participate in celebration of life activities) - Prostate Cancer Screening (held in September, Prostate Cancer Awareness Month) - Oral, Head, and Neck Cancer Screening (held annual 402507448 true true false false false true false false true true false true false false false false false false true false true false false true true false false false false false false true false false false false false false false false true true false false true 0 0 true 2978 true true true true CJ false false false true true false false false false false false 14 6 false false false false false false false true true false false true true true true true true true true false PA X GEORGE J HADDAD 2158297723 210 WEST WASHINGTON SQUARE PHILADELPHIA PA 191063501 FRANK A ANASTASI FHFMA 40.0 X X 300277 0 18868 CHESTON MORRIS JR ESQ 2.0 X X 0 0 0 GAIL W HEARN PHD 2.0 X 0 0 0 KATHLEEN KINSLOW CRNA EdD MBA 40.0 X X 0 579423 64580 GARY L SCHEIB 2.0 X 0 1287738 174979 RALPH W MULLER 2.0 X 0 2117163 272004 ELIZABETH B JOHNSTON 2.0 X 0 790067 106935 KEVIN B MAHONEY 2.0 X 0 812949 115137 ROBERT J HAFFEY MSN 40.0 X X 228688 0 17610 KEITH KASPER 40.0 X X 0 698921 112427 MARYANNE LONGSHORE 40.0 X X 0 76960 1698 JAMES WOLITARSKY 2.0 X 0 0 0 ALLEN H BAR MD 2.0 X 0 424626 36255 ROBERT E BOOTH JR MD 2.0 X 0 0 0 SUEYUN LOCKS MFA 2.0 X 0 0 0 MATTHEW A WHITE 2.0 X 0 0 0 RONALD J KUMOR 40.0 X 288413 0 18739 JODY J FOSTER 40.0 X 285437 0 16263 DEBORAH STAPLES 40.0 X 218021 0 15767 JANICE BYNUM 40.0 X 200536 0 7264 ADAM EDELSON 40.0 X 176116 0 21997 1697488 6787847 1000523 175 false true false SOCIETY HILL ANESTHESIA CONSULTANTS 1 ECHELON PLAZA SUITE 300 VOORHEES NJ 08043 PROFESSIONAL SERVICE 4141143 TURNER CONSTRUCTION COMPANY 1835 MARKET ST 21ST FLOOR PHILADELPHIA PA 19103 CONSTRUCTION 3721350 SPRUCE MRI ASSOCIATES PO BOX 892 CONCORDVILLE PA 193310892 PROFESSIONAL SERVICE 2131416 GARDNER FOX ASSOCIATES INC 919 GLENBROOK AVE BRYN MAWR PA 19010 PROFESSIONAL SERVICE 1408811 3B ORTHOPAEDICS PC PENNSYLVANIA HOSPITAL 800 SPRUCE S PHILADELPHIA PA 19107 PROFESSIONAL SERVICE 942000 29 996138 4642170 5638308 PATIENT SERVICE REVENUES 622110 444376513 444376513 OUTPATIENT BEHAVIORAL HEALTH REVENUES 621400 12104087 12104087 PHARMACY REVENUES 900099 3702176 3702176 460182776 10584110 10584110 0 0 3289301 3289301 3289301 3289301 0 81950 0 38126 43824 43824 0 0 CAFETERIA SALES 900099 1796585 1796585 PARKING REVENUES 812930 790859 354687 436172 GIFT SHOP 900099 387952 387952 2821342 2821342 5796738 485535057 465543342 436172 13917235 0 0 0 0 592569 0 592569 0 0 158575896 140767823 17332345 475728 0 36661199 32177535 4472666 10998 7160593 6284853 873592 2148 44057881 38669602 5375061 13218 0 0 0 0 0 44648194 38665336 5982858 0 34100 30213 3887 0 87934111 78138605 9795506 0 253835 219821 34014 0 0 6976410 5085803 1890607 0 201637 0 201637 0 0 0 2657486 2330615 326871 0 0 15219486 13195294 2024192 0 15755238 13864609 1890629 0 BAD DEBT 23845341 21126972 2718369 0 STATE ASSESSMENTS 8758830 7760323 998507 0 MISC. EXPENSES 4251871 3767157 484714 0 DUES & LICENSES 265853 235546 30307 0 PARKING 211446 187341 24105 0 458061976 402507448 55052436 502092 43200473 77940692 41956084 42907568 3689492 3897170 170084 259549 307525614 172890601 134457275 134635013 174096204 182928112 39795176 33436886 437364788 476004990 15882333 12548545 112639333 113131723 26770222 24254106 155291888 149934374 X 111114548 143347719 111697684 119524678 59260668 63198219 282072900 326070616 437364788 476004990 X false true true X false X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 1 false 0.00 0 185751000 1821000 11377000 0 0 0 198949000 232155000 2513000 -48917000 0 0 0 185751000 0.14440 0.31760 0.53800 true false 134140 134140 158353374 79344511 79008863 3573602 3304177 269425 138036128 90235746 47800382 7428370 6167 7422203 134635013 INVESTMENTS - PLANT FUND 155216 F DONOR RESTRICTED FUNDS 182722896 F SPECIAL PURPOSE FUND 50000 F 182928112 SELF-INSURANCE TRUST FUNDS 1277250 BOARD DESIGNATED FUNDS 28726455 DEFERRED FINANCING COSTS 1105995 3RD PARTY RECEIVABLE 2316213 DUE FROM AFFILIATES 10973 33436886 0 FUNDS HELD BENEFIT OF OTHERS 0 ESTIMATED 3RD PARTY PAYABLES 2947758 POST RETIREMENT LIABILITY 14995329 PEDF DELANCEY CORP 5100000 WORKERS COMPENSATION LIABILITY 1211019 24254106 CONSERVATION EASEMENTS FORM 990, SCHEDULE D, PART II PENNSYLVANIA HOSPITAL HAS A CONSERVATION EASEMENT IN PLACE WITH THE PARK COMMISSION IN REGARD TO PENNSYLVANIA HOSPITAL'S PINE BUILDING. THE CONSERVATION EASEMENT STATES THAT DUE TO ITS HISTORICAL NATURE, PENNSYLVANIA HOSPITAL CANNOT CHANGE OR MODIFY IN ANY WAY THE EXTERIOR OF THIS BUILDING. SINCE THERE ARE NO REVENUES OR EXPENSES ASSOCIATED WITH THIS CONSERVATION EASEMENT, IT IS NOT REFLECTED ON PENNSYLVANIA HOSPITAL'S FINANCIAL STATMENTS. USE OF ENDOWMENT FUNDS SCHEDULE D, PART V ALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. PA GOLF OUTING 81950 0 81950 0 0 0 0 0 38126 0 81950 0 81950 0 0 0 0 0 38126 38126 43824 true true X true X true X true false true true 589052 0 589052 0.00140 23148 87019179 62396522 24622657 0.05670 23148 87608231 62396522 25211709 0.05810 18728495 5451676 13276819 0.03060 2354130 1383592 970538 0.00220 21082625 6835268 14247357 0.03280 23148 108690856 69231790 39459066 0.09090 true 5845131 5070454 80898231 87556299 -6658068 X true true PENNSYLVANIA HOSPITAL OF UPHS

800 SPRUCE STREET PHILADELPHIA PA 191073501

X X X X X PENN MEDICINE AT RITTENHOUSE

1840 SOUTH STREET PHILADELPHIA PA 19146

OUTPATIENT FACILITY PART 1, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $23,845,341 FOR THE YEAR ENDED JUNE 30, 2010. THIS AMOUNT HAS BEEN SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGES REPORTED ON THE SCHEDULE H, PART I, LINE 7 TABLE. 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 III, SECTION A, LINE 4 (BAD DEBT EXPENSE) 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 MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE THEY PROVIDE. THESE RECORDS INCLUDE THE AMOUNT OF PAYMENT FOREGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. 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 IN THE ACCOMPANYING COMBINED STATEMENTS OF OPERATIONS. THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON A COST TO CHARGE RATIO. ---------------------------------------------------------- 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 CHARITABLE HEALTHCARE MISSION OF 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. AS A RESULT, UPHS VIEWS ANY SHORTFALL REPORTED IN LINE 7 AS AN ADDITIONAL ITEM OF COMMUNITY BENEFIT PROVIDED BY THE ORGANIZATION. ---------------------------------------------------------- PART III, SECTION C, 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 IN FY10. 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, UPHS FACULTY 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, THIS 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 AN X X X X X false true false false false false false true false FRANK A ANASTASI FHFMA 223272 0 44797 0 32208 0 0 0 18868 0 319145 0 0 0 KATHLEEN KINSLOW CRNA EdD MBA 0 354484 0 132024 0 92915 0 51752 0 12828 0 644003 0 50666 GARY L SCHEIB 0 831063 0 325377 0 131298 0 161000 0 13979 0 1462717 0 119549 RALPH W MULLER 0 1318866 0 516010 0 282287 0 255441 0 16563 0 2389167 0 224070 ELIZABETH B JOHNSTON 0 506959 0 200068 0 83040 0 98401 0 8534 0 897002 0 16500 KEVIN B MAHONEY 0 497879 0 192688 0 122382 0 96799 0 18338 0 928086 0 70361 ROBERT J HAFFEY MSN 186566 0 41879 0 243 0 0 0 17610 0 246298 0 0 0 KEITH KASPER 0 465264 0 172199 0 61458 0 91000 0 21427 0 811348 0 36459 ALLEN H BAR MD 0 315501 0 99200 0 9925 0 22050 0 14205 0 460881 0 0 RONALD J KUMOR 234283 0 53864 0 266 0 0 0 18739 0 307152 0 0 0 JODY J FOSTER 246494 0 38721 0 222 0 0 0 16263 0 301700 0 0 0 DEBORAH STAPLES 174747 0 42935 0 339 0 0 0 15767 0 233788 0 0 0 JANICE BYNUM 178166 0 21973 0 397 0 0 0 7264 0 207800 0 0 0 ADAM EDELSON 142775 0 33237 0 104 0 0 0 21997 0 198113 0 0 0 COMPENSATION INFORMATION SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION FORM 990, SCHEDULE J, LINE 4B CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS 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 "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. 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 SERP PLAN DURING THE YEAR: ELIZABETH JOHNSTON KEITH KASPER KEVIN MAHONEY RALPH MULLER GARRY SCHEIB ------------------------------ PROVISION OF NON-FIXED PAYMENTS FORM 990, SCHEDULE J, LINE 7 PENNSYLVANIA HOSPITAL 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. PA HIGHER ED FACILITIES AUTHORITY- SERIES OF 2009 222243852 70917RWY7 2009-07-29 90830524 Refund PA 2004 (REFUNDED 1998) false false 90735000 0 0 0 1074987 0 0 1998 true false true true false false false false false true SUPPLEMENTAL DISCLOSURES FORMS 1099 FORM 990, PART V, LINE 1A THIS 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 11A INFORMATION 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 2009 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS FILED WITH THE IRS. A COPY OF THE 2009 FORM 990 WAS ALSO MADE AVAILABLE TO EACH BOARD MEMBER. ---------------------------------------------------------- CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THIS 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 TRUSTEES 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) TRUSTEES 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 TRUSTEES EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ----------------------------------------------------------- COMPENSATION REVIEW AND APPROVAL FORM 990, PART VI, SECTION B, LINE 15 THIS 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). ----------------------------------------------------------- GOVERNANCE, MANAGEMENT, AND DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ----------------------------------------------------------- GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS FORM 990, SCHEDULE L, PART III CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF PENNSYLVANIA HOSPITAL MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. ----------------------------------------------------------- SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K, Part I, Bond Issues Pennsylvania Hospital has been allocated a portion of the PA HIgher Ed Facilities Authority- Series A of 2008 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 Series A of 2008 bond issue has been reported on the Form 990, Schedule K of the University. The total allocated oustanding balance for Pennsylvania Hospital was $22,396,723 as of June 30, 2010. TRUSTEES OF THE UNIVERSITY OF PA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 EDUCATION PA 501(C)(3) 2 NA MATERNITY HOSPITAL 800 SPRUCE STREET PHILADELPHIA PA 19107 236407608 HEALTHCARE PA 501(C)(3) 11 TRUSTEES DELANCEY CORPORATION 510 WALNUT STREET SUITE 420 PHILADELPHIA PA 19106 232060159 REAL ESTATE PA PA HOSPITAL C CORP 1308202 9745406 1.00000 THE FIRST HOSPITAL INSURANCE COMPANY MIDLAND BANK TRUST BUILDINGS CAYMAN ISLANDS CJ KY1-1503 SELF INSURANCE CJ PA HOSPITAL C CORP 1.00000 false false true false false false false false false true false false true true false true true true DELANCEY CORPORATION Q,R,P 1650978