2024-05-13T11:00:50-05:00 2023-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 752974931 PENN PRAXIS INC % CHRIS CATALDO PENN 2155138719 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 CHRISTOPHER CATALDO TREASURER 2155138719 2024-05-06 true CHRISTOPHER CATALDO 999009999 ANTONIO C RUSSO P00858539 2673303000 2024-05-02 2 2022 2023-04-26 12:10:37Z FREDERICK STEINER 210 S 34TH STREET PHILADELPHIA PA 19104 621158 false X HTTPS://WWW.DESIGN.UPENN.EDU/PENNPRAXIS X 2003 PA PENN PRAXIS SERVES TO PROVIDE OPPORTUNITIES FOR STUDENT AND FACULTY EDUCATION AND DEVELOPMENT, STRENGTHEN COMMUNITY TIES, AND PROVIDE SERVICE TO THE COMMUNITY. 10 5 0 0 0 0 1267860 621158 0 0 0 0 0 0 1267860 621158 0 0 0 0 0 0 0 0 0 1637066 1594226 1637066 1594226 -369206 -973068 373968 242381 -695096 -191315 1069064 433696 X PENN PRAXIS SERVES TO FURTHER THE MISSION OF THE STUART WEITZMAN SCHOOL OF DESIGN IN THE FIELDS OF ARCHITECTURE, PLANNING, LANDSCAPE ARCHITECTURE, COMMUNITY DEVELOPMENT, FINE ART AND HISTORIC PRESERVATION. PENN PRAXIS IS A VEHICLE FOR CARRYING OUT PRACTICAL OR APPLIED PROJECTS FOR EXTERNAL CLIENTS. PENN PRAXIS SERVES TO PROVIDE OPPORTUNITIES FOR STUDENT AND FACULTY EDUCATION AND DEVELOPMENT, STRENGTHEN COMMUNITY TIES, AND PROVIDE SERVICE TO THE COMMUNITY. false false 1434802 0 0 SEE SCHEDULE O 1434802 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 true 0 false false false false false false false false false false false false false false false X 10 5 false false false false false false false true true false false true true true true true true true true false PA X CHRIS CATALDO 2155138719 210 S 34TH STREET PHILADELPHIA PA 19104 FREDERICK STEINER CHAIRPERSON 1.0 54.0 X X 0 605521 52024 MARK DINGFIELD DIRECTOR (AS OF 1/1/23) 1.0 54.0 X 0 416058 43005 LESLIE HURTIG SECRETARY 1.0 54.0 X X 0 183907 38876 RANDALL MASON FORMER EXEC. 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THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2023 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. false true false false false false false false false CHRISTOPHER CATALDO TREASURER 0 105462 0 0 0 357 0 10166 0 35660 0 151645 0 0 LESLIE HURTIG SECRETARY 0 183252 0 0 0 655 0 16493 0 22383 0 222783 0 0 RANDALL MASON FORMER EXEC. DIRECTOR 0 167784 0 0 0 17315 0 15592 0 19820 0 220511 0 0 ELLEN NIESES EXEC. DIRECTOR 0 150885 0 0 0 325 0 6246 0 28199 0 185655 0 0 FREDERICK STEINER CHAIRPERSON 0 485421 0 97000 0 23100 0 27450 0 24574 0 657545 0 0 MARK DINGFIELD DIRECTOR (AS OF 1/1/23) 0 395683 0 20000 0 375 0 27450 0 15555 0 459063 0 0 SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------ SCHEDULE J, PART I, LINE 4B PARTICIPATION IN A SUPP NONQUALIFIED PLAN 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 AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: STEINER, FREDERICK- NO DISTRIBUTION FORM 990, PART III, LINE 4A STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PENN PRAXIS OPERATES TO SUPPORT THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL PURPOSES OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"). THE FOCUS OF PENN PRAXIS' ACTIVITIES ARE TO BROADEN AND ENRICH PENN'S ACADEMIC EXPERIENCE AND TO FURTHER THE MISSION OF THE STUART WEITZMAN SCHOOL OF DESIGN IN THE FIELDS OF ARCHITECTURE, PLANNING, LANDSCAPE ARCHITECTURE, COMMUNITY DEVELOPMENT, FINE ART AND HISTORIC PRESERVATION. IN ADDITION, PENN PRAXIS PROVIDES OPPORTUNITIES FOR STUDENT AND FACULTY EDUCATION AND DEVELOPMENT, STRENGTHENS COMMUNITY TIES, AND PROVIDES SERVICES TO THE COMMUNITY. IN THIS REGARD, THE OBJECTIVES OF PENN PRAXIS INCLUDE: OFFERING INCREASED AND ENHANCED EDUCATIONAL OPPORTUNITIES FOR FACULTY AND STUDENTS TO TEST IDEAS AND APPLY THEORIES THROUGH PRACTICAL PROJECTS; PROVIDING THE OPPORTUNITY FOR STUDENTS TO WORK COLLABORATIVELY WITH FACULTY, WHILE OFFERING FINANCIAL SUPPORT FOR STUDENTS DURING THEIR STUDIES; ENCOURAGING JOINT PROJECTS BY FACULTY ACROSS THE VARIOUS DISCIPLINES OF THE STUART WEITZMAN SCHOOL OF DESIGN, AS WELL AS PROMOTING COMMUNITY OUTREACH AND PROVIDING ASSISTANCE TO MEMBERS OF THE COMMUNITY WHO DO NOT HAVE ACCESS TO NORMAL PROFESSIONAL SERVICES OR WHO ARE UNABLE TO AFFORD THE FULL COST OF THOSE SERVICES. IN ADDITION, THE INVOLVEMENT OF PENN ADMINISTRATORS AND FACULTY WITH PENN PRAXIS IS EXPECTED TO RESULT IN THE DEVELOPMENT OF AN ENHANCED CURRICULUM AND TEACHING METHODS. AS PART OF ITS ACTIVITIES, PENN PRAXIS OPERATES TO SELECT AND MANAGE PROJECTS IN THE FIELDS OF ARCHITECTURE, PLANNING, LANDSCAPE ARCHITECTURE, COMMUNITY DEVELOPMENT, FINE ART, AND HISTORIC PRESERVATION. PROJECTS MAY COME THROUGH FACULTY MEMBERS, STUDENTS, OR BE PROPOSED BY COMMUNITY CLIENTS IN NEED OF SERVICES. ------------------------------ FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2022 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL 2022 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------ FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY 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 TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES(INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; AND (5) MEMBERS OF THE INVESTMENT BOARD. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------ FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW AND APPROVAL 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). ------------------------------ FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: EQUITY CONTRIBUTIONS $ 384,314 OTHER CHANGES IN NET ASSETS $ (46,614) --------- TOTAL OTHER CHANGES IN NET ASSETS $ 337,700 ----------------------------- AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER PA 17601 231352572 HOME HEALTH PA 501(c)(3) 7 LG HEALTH false CARL V S PATTERSON 19 UN OF PA C/O PNC BANK 620 LIBERTY AVE 10FL PITTSBURGH PA 15222 236415355 SUPPORT TRUST PA 4947(A)(1) N/A NA false CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER PA 19380 230469150 HEALTHCARE PA 501(C)(3) 3 CCH&HS false CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER PA 19380 264233321 MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 10 TRUSTEES false HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA PA 19104 843379653 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false LAISE CA TUW FBO UNIV OF PENN 3451 WALNUT STREET SUITE 305 PHILADELPHIA PA 19104 823434615 SUPPORT TRUST PA 4947(A)(1) N/A NA false LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES false LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA PA 17512 230485650 FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL false LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER PA 17602 205767147 FUNDRAISING PA 501(C)(3) 7 NA false LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER PA 17602 204943109 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER PA 17602 231365353 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG PA 17520 232777286 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false MORRIS EST LYDIA T DECD TW 6325 S RAINBOW BLVD STE 300 LAS VEGAS NV 89118 236210940 SUPPORT TRUST NV 501(C)(3) 12, III-FI NA false NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER PA 19380 232324782 NURSING PA 501(C)(3) 12, I CCH&HS false NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER PA 19380 232324787 HEALTH SRVCS PA 501(C)(3) 10 CCH&HS false NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER PA 19380 231352243 NURSING PA 501(C)(3) 7 CCH&HS false OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA PA 19104 231986931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA PA 19104 232422635 HEALTHCARE PA 501(c)(3) 3 PMC false PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK NY 10036 232726687 CLUB NY 501(c)(7) N/A NA false PENN PRESS INC 3905 SPRUCE STREET PHILADELPHIA PA 19107 231876142 PUBLISHING PA 501(c)(3) 12, I TRUSTEES false PENNSYLVANIA COLLEGE OF HEALTH SCIENCES 850 GREENFIELD ROAD LANCASTER PA 17601 061645496 HEALTH EDU PA 501(C)(3) 2 LG HOSPITAL false PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 311538725 HEALTHCARE PA 501(C)(3) 3 TRUSTEES false PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT ORG PA 501(c)(3) 12, I NA false PHOENIXVILLE HOSPITAL OF UPHS 3001 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19104 232901089 SUPPORT ORG PA 501(c)(3) 3 TRUSTEES false PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232810852 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222842773 HOMECARE SVCS NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 264203938 HEALTHCARE NJ 501(C)(3) 10 PHCS HOLDING false PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 210635009 HEALTHCARE NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HEALTHCARE SYSTEM FDN INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222225911 SUPPORT PHCS NJ 501(C)(3) 7 PHCS HOLDING false PRINCETON HLTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223493256 SUPPORT ORG NJ 501(C)(3) 12, I TRUSTEES false PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 220022702 REAL ESTATE NJ 501(C)(2) N/A PHCS HOLDING false THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA PA 19102 810550464 BUS. 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