2024-04-19T09:58:06-05:00 2023-06-30 PWC US TAX LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 232181768 SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION % LINDA FLOCCO SURG 2155902700 3500 CIVIC CENTER BLVD Suite 2514 Philadelphia PA 19104 N SCOTT ADZICK MD CHAIRMAN, DIRECTOR 2155902700 2024-03-29 true N SCOTT ADZICK MD 999009999 ERICA R MCREYNOLDS P00977806 2673303000 2024-03-21 2 2022 2023-04-26 12:10:37Z X N SCOTT ADZICK MD 3500 CIVIC CENTER BLVD ROOM 2514 Philadelphia PA 19104 1592363 false X N/A X 1983 PA SEE SCHEDULE O 9 0 0 0 0 0 0 0 0 0 198150 164406 0 0 198150 164406 0 372000 0 0 0 0 0 0 0 7343 9187 7343 381187 190807 -216781 3921016 3900896 71688 972 3849328 3899924 X SEE SCHEDULE O false false 374531 372000 0 TO PROVIDE SUPPORT FOR THE HEALTH CARE, SURGICAL, RESEARCH AND TEACHING SERVICES OF CHILDREN'S SURGICAL ASSOCIATES OF PA AND CHILDREN'S SURGICAL ASSOCIATES OF NJ. 374531 true false false false false false false false false false false false false true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 9 0 false false false false true true true true false false false true true true true true true true true false PA X LINDA FLOCCO 2155902707 3500 CIVIC CENTER BLVD ROOM 2514 PHILADELPHIA PA 19104 JESSE A TAYLOR MD DIRECTOR 1.0 45.0 X 0 2518592 48674 PHILIP STORM MD VICE PRESIDENT, DIRECTOR 1.0 45.0 X X 0 2349736 46596 N SCOTT ADZICK MD CHAIRMAN, DIRECTOR 1.0 45.0 X X 0 2291952 42274 JONATHAN M CHEN MD PRESIDENT, DIRECTOR 1.0 45.0 X X 0 2038486 46596 JOHN FLYNN MD DIRECTOR 1.0 45.0 X 0 1409255 46596 MICHAEL NANCE MD DIRECTOR 0.0 45.0 X 0 925303 46596 KAREN ZUR MD SECRETARY/DIRECTOR 1.0 45.0 X X 0 857711 40054 GIL BINENBAUM MD TREASURER, DIRECTOR 1.0 45.0 X X 0 764688 42238 THOMAS KOLON MD DIRECTOR 1.0 45.0 X 0 725035 46596 MONTE MILLS MD FORMER DIRECTOR 0.0 45.0 X 0 707823 44779 0 14588581 450999 0 true true true 0 0 0 80539 80539 0 0 0 0 0 1511824 1427957 83867 83867 83867 0 0 0 0 0 0 0 0 0 0 164406 0 164406 372000 372000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 6656 6656 2300 2300 0 0 0 0 0 231 231 0 0 0 0 0 0 381187 374531 6656 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3909361 3899924 0 0 0 0 0 0 11655 972 3921016 3900896 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 71688 972 71688 972 X 3849328 3899924 0 0 3849328 3899924 3921016 3900896 X -216781 204812 62565 X false true X true false X X 2 CHILDREN'S SURGICAL ASSOCIATES LTD 232589322 10 true 0 0 CHILDREN'S SURGICAL ASSOCIATES OF NJ 223348481 10 true 0 0 2 0 true false false false false false false false false false false false false false false true true false X true true SCHEDULE A, PART IV, SECTION E, LINE 2A SURGICAL ASSOCIATES RESEARCH AND EDUCATIONAL FOUNDATION ("SAREF") WAS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES TO SUPPORT CSA AND CSA-NJ AND FOR THE PURPOSE OF FUNDING RESEARCH AND DEVELOPMENT OF ACADEMIC ENDEAVORS WITHIN THESE ENTITIES. BOTH CSA AND CSA-NJ ARE ORGANIZED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES AND CONSTITUTE THE SURGICAL SERVICES PHYSICIAN PRACTICE PLANS FOR CHOP. SCHEDULE A, PART IV, SECTION E, LINE 2B WITHOUT SAREF, CSA AND CSA-NJ WOULD HAVE TO FUND ITS OWN RESEARCH AND DEVELOPMENT OF ANY ACADEMIC ENDEAVORS WITHIN CSA AND CSA-NJ. 0 DUE TO AFFILIATES 972 972 369218 204812 204812 164406 164406 381187 381187 381187 CHOP FOUNDATION 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19103 232237932 501(C)(3) 372000 FMV N/A CAP. CAMPAIGN PLEDGE 1 SCHEDULE I, PART I, LINE 1 SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION ("SAREF") PROVIDES THIS GRANT FOR THE GENERAL SUPPORT OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION, A RELATED ORGANIZATION. SAREF ENSURES THAT THE GRANT RECIPIENT IS A TAX-EXEMPT ENTITY. false true false false false false false false false JOHN FLYNN MD DIRECTOR 0 657036 0 751752 0 467 0 27450 0 19146 0 1455851 0 0 JESSE A TAYLOR MD DIRECTOR 0 1492776 0 925187 0 100629 0 27450 0 21224 0 2567266 0 0 N SCOTT ADZICK MD CHAIRMAN, DIRECTOR 0 1438806 0 592718 0 260428 0 27450 0 14824 0 2334226 0 0 PHILIP STORM MD VICE PRESIDENT, DIRECTOR 0 1790736 0 558750 0 250 0 27450 0 19146 0 2396332 0 0 MICHAEL NANCE MD DIRECTOR 0 611486 0 234500 0 79317 0 27450 0 19146 0 971899 0 0 JONATHAN M CHEN MD PRESIDENT, DIRECTOR 0 1540736 0 497500 0 250 0 27450 0 19146 0 2085082 0 0 GIL BINENBAUM MD TREASURER, DIRECTOR 0 388608 0 375613 0 467 0 27450 0 14788 0 806926 0 0 THOMAS KOLON MD DIRECTOR 0 442236 0 282082 0 717 0 27450 0 19146 0 771631 0 0 MONTE MILLS MD FORMER DIRECTOR 0 415419 0 291687 0 717 0 27450 0 17329 0 752602 0 0 KAREN ZUR MD SECRETARY/DIRECTOR 0 480992 0 376469 0 250 0 27450 0 12604 0 897765 0 0 SCHEDULE J, PART I, LINE 4B N SCOTT ADZICK MD - 259,049 SCHEDULE J, PART II SURGICAL ASSOCIATES RESEARCH AND EDUCATION FOUNDATION IS A SUBSIDIARY OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA. OUR PHYSICIANS, WHO ARE COMMON LAW EMPLOYEES, ARE W-2 EMPLOYEES OF EITHER THE UNIVERSITY OF PENNSYLVANIA (AN UNRELATED ORGANIZATION) OR THE CHILDREN'S HOSPITAL OF PHILADELPHIA (A RELATED ORGANIZATION). FORM 990, PART I, LINE 1 & FORM 990, PART III, LINE 1 SUPPORTS MEDICAL AND SURGICAL CARE FOR PATIENTS AND EDUCATIONAL RESEARCH AND ADMINISTRATIVE SERVICES TO THE CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE UNIVERSITY OF PENNSYLVANIA OF MEDICINE. FORM 990, PART VI, SECTION A, LINE 6 CERTAIN OF THE ORGANIZATION'S AFFILIATED ENTITIES SERVE AS MEMBERS, WITHOUT ECONOMIC RIGHTS IN THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A CERTAIN DIRECTORS ON THE ORGANIZATION'S BOARD ARE APPOINTED AS A RESULT OF HOLDING PARTICULAR POSITIONS AT CHOP OR CERTAIN OF ITS AFFILIATES. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN ACTIONS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION, SUCH AS AMENDMENT OF THE BYLAWS, ARE SUBJECT TO APPROVAL BY THE CHILDREN'S HOSPITAL OF PHILADELPHIA PRACTICE ASSOCIATION (CHOPPA), A SECTION 501(C)(3) AFFILIATE THAT COORDINATES MANY ACTIVITIES OF THE PRACTICE PLANS AFFILIATED WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO ITS FILING, A COPY OF THIS RETURN WAS REVIEWED WITH THE AUDIT, COMPLIANCE, AND RISK COMMITTEE OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA BOARD AND MADE AVAILABLE TO ALL MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12 THE CHILDREN'S HOSPITAL OF PHILADELPHIA MAINTAINS A CONFLICTS OF INTEREST PROGRAM PURSUANT TO ITS WRITTEN CONFLICTS OF INTEREST (COI) POLICY APPLICABLE TO THE HOSPITAL AND ITS AFFILIATES. THE POLICY REQUIRES SUBMISSION OF ANNUAL CONFLICT OF INTEREST DISCLOSURES BY TRUSTEES, OFFICERS MEMBERS OF SENIOR MANAGEMENT, MEMBERS OF THE MEDICAL STAFF, RESEARCHERS, AND CERTAIN OTHERS EMPLOYED BY OR AFFILIATED WITH THE HOSPITAL AND ITS AFFILIATES TO THE HOSPITAL'S OFFICE OF COMPLIANCE AND PRIVACY (OCP). THE DISCLOSURES COVER GIFTS, OUTSIDE INTERESTS, OUTSIDE ACTIVITIES AND OTHER MATTERS THAT MAY CONSTITUTE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST DISCLOSURES SUBMITTED BY TRUSTEES, OFFICERS, AND MEMBERS OF SENIOR MANAGEMENT (INCLUDING KEY EMPLOYEES) ARE REVIEWED BY THE OCP AND THE OFFICE OF GENERAL COUNSEL AND SUMMARIES ARE REVIEWED BY THE AUDIT, COMPLIANCE AND RISK COMMITTEE OF THE BOARD. WHERE APPROPRIATE, WRITTEN COI MANAGEMENT PLANS ARE PUT IN PLACE AND MONITORED FOR COMPLIANCE BY THE OCP. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF OFFICERS, KEY EMPLOYEES, AND CERTAIN OTHER INDIVIDUALS IN KEY LEADERSHIP POSITIONS, IS REVIEWED AND APPROVED BY AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF THE CHILDREN'S HOSPITAL OF PHILADELPHIA. THE COMMITTEE REVIEWS AND APPROVES IN ADVANCE THE COMPENSATION TO BE PROVIDED TO OFFICERS, KEY EMPLOYEES, AND CERTAIN OTHER INDIVIDUALS IN KEY LEADERSHIP POSITIONS. THIS PROCESS WAS LAST PERFORMED IN 2023. IN MAKING ITS DETERMINATIONS, THE COMMITTEE CONSIDERS THE PERFORMANCE OF THE ENTERPRISE AND THAT OF THE COVERED INDIVIDUAL AS WELL AS RELATED BUSINESS JUDGMENT FACTORS. IT ALSO CONSIDERS MARKET COMPARISON REPORTS PREPARED BY AN EXTERNAL INDEPENDENT COMPENSATION CONSULTANT WITH SIGNIFICANT EXPERIENCE IN PERFORMING EXECUTIVE AND PHYSICIAN COMPENSATION ASSESSMENTS FOR NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS. THE PEER GROUP GENERALLY INCLUDES LARGE AND COMPLEX ACADEMIC MEDICAL CENTERS AND HEALTH SYSTEMS. INFORMATION FROM OTHER ORGANIZATIONS MAY ALSO BE CONSIDERED WHERE APPROPRIATE FOR THE POSITION. THE COMMITTEE'S PROCESS IS DESIGNED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR THOSE INDIVIDUALS WHO ARE DISQUALIFIED PERSONS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE CONFLICTS OF INTEREST POLICY IS AVAILABLE ON THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S WEBSITE. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS INTERCOMPANY AFFILIATE RECLASS: 62,565 CHOP FOUNDATION 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 232237932 SUPPORT PA 501(C)(3) 7 NA false THE CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 HEALTHCARE PA 501(C)(3) 3 CHOP FND false CHILDREN'S SURGICAL ASSOCIATES LTD 3500 CIVIC CENTER BLVD ROOM 2514 PHILADELPHIA PA 19104 232589322 HEALTHCARE PA 501(C)(3) 10 CHOP false CHILDREN'S SURGICAL ASSOCIATES OF NJ 3500 CIVIC CENTER BLVD ROOM 2514 PHILADELPHIA PA 19104 223348481 HEALTHCARE NJ 501(C)(3) 10 CHOP false RADIOLOGY ASSOCIATES OF CHOP 3401 CIVIC CENTER BLVD ROOM 3NW17 PHILADELPHIA PA 19104 232665855 HEALTHCARE PA 501(C)(3) 10 CHOP false CHILDREN'S HEALTH CARE ASSOCIATES INC 3615 CIVIC CENTER BLVD ROOM 1346 PHILADELPHIA PA 19104 222785804 HEALTHCARE PA 501(C)(3) 10 CHOP false CHILDREN'S HEALTH CARE ASSOCIATES OF NJ 3615 CIVIC CENTER BLVD ROOM 1346 PHILADELPHIA PA 19104 233036699 HEALTHCARE NJ 501(C)(3) 10 CHOP false CHILDREN'S ANESTHESIOLOGY ASSOC OF NJ 3401 CIVIC CENTER BLVDROOM 9302 PHILADELPHIA PA 19104 223405673 HEALTHCARE NJ 501(C)(3) 10 CHOP false CHILDREN'S ANESTHESIOLOGY ASSOC LTD 3401 CIVIC CENTER BLVDROOM 9302 PHILADELPHIA PA 19104 232592835 HEALTHCARE PA 501(C)(3) 10 CHOP false PGH DEVELOPMENT CORPORATION 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT PA 501(C)(3) 12 I NA false FIRST MEDICAL INSURANCE COMPANY 463 MOUNTAIN VIEW DRIVE COLCHESTER VT 05446 019719207 SELF INSURANC VT 501(C)(3) 12 III-FI CHOP false CHOP PRACTICE ASSOCIATION 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 232311482 HEALTHCARE PA 501(C)(3) 12 III-FI CHOP false CHOP CLINICAL ASSOCIATES INC C/O CHOP 3401 CIVIC CTR BLVD PHILADELPHIA PA 19104 223548970 HEALTHCARE NJ 501(C)(3) 12 III-FI CHOP false CHILDREN'S RADIOLOGY ASSOCIATES OF NJ 3401 CIVIC CENTER BLVD ROOM 3NW17 PHILADELPHIA PA 19104 811626790 HEALTHCARE NJ 501(C)(3) 10 CHOP false 1700 BROAD STREET INC 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 471509789 SUPPORT PA 501(C)(3) 10 CHOP false VITARA BIOMEDICAL INC 2400 MARKET STREET SUITE 271 PHILADELPHIA PA 19103 843545298 BIOMEDICAL DE CHOP FOUNDATION C CORP false false false false false false false false false false false false false false false false false false false