2024-05-13T11:35:46-05:00 2023-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2022-07-01 232152662 WISSAHICKON HOSPICE OF UPHS % PATRICK BROWN WISS 6107473409 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 KEITH KASPER CONTROLLER 6107473409 2024-05-07 true KEITH KASPER 999009999 ANTONIO C RUSSO P00858539 2673303000 2024-05-02 2 2022 2023-04-26 12:10:37Z JOAN M DOYLE MSN MBA 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 25443613 false X WWW.UPHS.UPENN.EDU X 1980 PA PROVISION OF COMPREHENSIVE HOSPICE SERVICES X 9 0 334 236 0 0 189083 303380 33347497 24956148 114342 -777038 691196 51815 34342118 24534305 0 0 0 0 26148274 23212560 0 0 0 11338247 4581855 37486521 27794415 -3144403 -3260110 8400181 5595135 12889598 13442321 -4489417 -7847186 X PROVISION OF COMPREHENSIVE HOSPICE SERVICES false false 22627980 0 25007963 DURING THE YEAR ENDED JUNE 30, 2023, WISSAHICKON HOSPICE PROVIDED UNCOMPENSATED CARE, COMPRISED OF CHARITY CARE AND THE PROVISION FOR BAD DEBTS, TOTALING $2,786,199 AND $3,023,660 FOR 2023 AND 2022, RESPECTIVELY. WISSAHICKON HOSPICE PROVIDES MUCH NEEDED PROFESSIONAL AND PUBLIC EDUCATIONAL PROGRAMMING. TOPICS INCLUDE ISSUES RELATED TO END OF LIFE CARE WITH ATTENTION TO THE NEEDS OF BOTH PROFESSIONALS AND FAMILY CAREGIVERS. OUTREACH EFFORTS INCLUDE WORKSHOPS, SYMPOSIA, INFORMATIONAL AND REFERRAL SERVICES, WEB BASED RESOURCES, AND AUDIO AND VIDEO PROGRAMMING. DURING THE YEAR ENDED JUNE 30, 2023, WISSAHICKON HOSPICE PROVIDED THE FOLLOWING PROGRAMS TO PROFESSIONALS AND THE PUBLIC AT LITTLE OR NO CHARGE: > COMMUNITY SUPPORT/SERVICES: - VOLUNTEER SUPPORT AND SERVICES - INITIATED "NO ONE DIES ALONE" PROGRAM- VOLUNTEERS IN ATTENDANCE FOR PATIENTS WHO HAVE NO FAMILY OR CAREGIVER AT THE END OF LIFE. - INITIATED VOLUNTEER PROACTIVE CALLS TO CHECK ON PATIENTS AND FAMILIES. - VETERANS CELEBRATIONS: 129 VETERAN PACKAGES DELIVERED HONORING THOSE WHO HAVE SERVED - VETERAN's PROGRAM EXPANDING TO INCLUDE DIRECT COLLABORATION WITH THE VA IN PROVIDING INFORMATION FOR VETERANS ON HOW TO ACCESS THEIR VA HEALTH BENEFITS. - CAKE DRIVE: REMEMBERING PATIENT/FAMILY SPECIAL EVENTS WITH HOMEMADE AND BEAUTIFULLY DECORATED CAKES. 71 CAKES DELIVERED. - HOUSE PLANTS: DELIVERED TO PATIENTS AND FAMLIES AS A GIFT AND TO SUPPORT TEAM MEMBERS COMING INTO THE HOME-OCCURS QUARTERLY, 43 PLANTS DELIVERED - VOLUNTEERS PROVIDED KNITTED PRAYER SHAWLS, AND HADMADE FIDGET SQUARES, AS WELL AS HAND MADE CARDS SENT FOR THINKING OF YOU, BIRTHDAYS, HOLIDAYS, AND VETERANS DAY. - COMPANIONSHIP VOLUNTEERS: OVER 237 UNIQUE VOLUNTEER VISITS MADE TO COMMUNITY HOSPICE PATIENTS FOR COMPANIONSHIP AND/OR CAREGIVER RELIEF - LAST WRITERS: IN COLLABORATION WITH THE PERELEMAN SCHOOL OF MEDICINE, MED STUDENTS PRODUCED MEMOIR FOR PATIENT FAMILIES AND THE BEREAVED. - IN-SERVICES AND EDUCATIONS FOR VOLUNTEERS: 4 PRESENTATIONS PROVIDED TO VOLUNTEERS OF THE ORGANIZATION TO BETTER PREPARE THEM FOR SUPPORTING PATIENTS ON SERVICES. TOPICS INCLUDED THE MAID ACT, ROLE PLAYING WORKSHOP AND VETERAN'S END OF LIFE CARE. - CONTINUE TO SUPPORT VET TO VET PROGRAM - VOLUNTEER VETERANS VISITING WITH VETERANS RECEIVING HOSPICE CARE. - ACHIEVED LEVEL IV, MOVING TOWARD LEVEL V IN CALENDAR YEAR 2024 OF THE NATIONAL HOSPICE AND PALLIATIVE CARES'S "WE HONOR VETERANS" PROGRAM. THE PROGRAM SEEKS TO SUPPORT VETERANS AT THE END OF LIFE, ACKNOWLEDGE THEIR SERVICE, AND CONNECT THEM TO THE VA TO ACCESS BENEFITS. THE PROGRAM WAS EXPANDED TO PALLIATIVE CARE AND HOME CARE PATEINTS IN AN EFFORT TO HELP VETERANS CONNECT TO ENTITLED SERVICES THROUGH THE VA PRIOR TO THE END OF LIFE. - CHILDREN'S BEREAVEMENT - CAMP ERIN PHILADELPHIA PROVIDED OPPORTUNITY FOR YOUNG PEOPLE TO CONNECT AROUND THEIR SHARED EXPERIENCE OF LOSS AND GRIEF, WHILE PARTICIPATING IN REGULAR CAMP ACTIVITIES.ALTHOUGH 75+ CAMPERS WERE REGISTERED FOR A FULL WEEKEND CAMP, THE CANADIAN WILDFIRES CAUSED THE SHORTENED CAMP WEEKEND AND CAUSED MANY FAMILIES TO NOT BE ABLE TO ATTEND. THE CAMP SUPPORTED 53 CAMPERS FOR A 1 DAY, 1 NIGHT CAMP. - PRODUCED VIDEOS SUPPORTING CHILDREN'S GRIEF FOR ACCESS BY FAMILIES REMOTELY WHO WERE UNABLE TO ATTEND OTHER PROGRAMMING. - THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM IS A VALUABLE AND UNIQUE COMMUNITY RESOURCE AVAILABLE TO CAREGIVERS OF CHILDREN AND TEENS AT NO COST TO THE FAMILIES. THE PROGRAM'S LICENSED PROFESSIONAL - COUNSELOR PROVIDES CONSULTATIVE SERVICES FOR THE CAREGIVERS OF CHILDREN WHO HAVE A LOVED ONE WITH A TERMINAL ILLNESS OR HAVE EXPERIENCED A DEATH OF THEIR LOVED ONE. - PART OF THE MISSION OF THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM IS TO PROVIDE THE COMMUNITY WITH EDUCATIONAL MATERIALS AND SUPPORT SERVICES TO ENCOURAGE DISCUSSION AND PROVIDE METHODS FOR CHILDREN AND TEENS TO UNDERSTAND THEIR EMOTIONS. - OUR WEBSITE WAS UPDATED TO INCLUDE INSTRUCTIONAL VIDEOS FOR CAREGIVERS OF CHILDERN AND YOUTH ALONG WITH INSTRUCTIONAL READINGS. - CREATED A DAY-BY-DAY HEALING CALENDAR FOR GRIEVING CHILDREN AND THEIR CAREGIVER. 124 CALENDARS WERE DISTRIBUTED. - COMMUNITY BEREAVEMENT PROGRAM: ESTABLISHED IN 2021 FOR INDIVIDUALS WHO WERE NOT ON SERVICE WITH PENN MEDICINE HOSPICE BUT EXPERIENCED A LOSS AND NEEDED ADDTITIONAL SUPPORT. PARTICIPANTS RECEIVE UP TO 3 ONE ON ONE COUNSELING SERVICES, SUPPORTIVE EFFORT TO CONNECT PARTICIPANTS TO ADDITIONAL COUNSELING SERVICES FOLLOWING INTERVENTIONS IF DESIRED BY PARTICIPANT. PARTICIPANTS RECEIVE ROUTINE MAILINGS WITH COPING STRATEGY'S FOLLOWING LOSS, ARE INVITED TO PARTICIPATE IN WEEKLY GROUP SESSIONS, WORKSHOPS, AND MEMORIAL SERVICES. - COMMUNITY OUTREACH PROGRAMS TO SUPPORT GRIEF AND LOSS WERE OFFERED THROUGHOUT THE YEAR TO THE COMMUNITY FREE OF CHARGE. SPECIAL PROGRAMS WERE OFFERED DURING DIFFICULT HOLIDAYS, SUPPORTING GRIEVING CHILDREN AND ADULTS DURING THE HOLIDAYS. - SUPPORT GROUPS INCLUDE: SPOUSAL LOSS, A YOUNG ADULT CREATIVE ARTS GRIEF SUPPORT GROUP, A GROUP FOR CAREGIVERS OF GRIEVING CHILDREN, AS WELL AS A GROUP FOR THE LGBTQIA+ COMMUNITY WHO HAVE EXPERIENCED THE LOSS OF A PARTNER. - VIRTUAL MEMORIAL SERVICE: OFFERED OVER A YOUTUBE CHANNEL AND EXTENDED TO HOSPICE, HOMECARE, PALLIAITVE CARE, HOSPITAL AND NURSING HOME FACILITIES. THE MEMORIAL SERVICE PROGRAM WILL REMAIN AVAILABLE FOR VEIWING THROUGHOUT THE YEAR. - OFFER BEREAVEMENT SUPPORT FOR LOCAL SCHOOL DISTRICTS > EDUCATION: - PROVIDED HIGH RELIABILITY TRAINING TO ALL PENN MEDICINE AT HOME DIRECTORS AND MANAGERS FOCUSING ON SAFETY, COMMUNICATION, DATA MANAGEMENT, AND PSYCHOLOGICAL SAFETY. THIS TRAINING WAS PART OF THE HEALTHSYSTEMS OVER ALL GOAL. PENN MEDICINE HOSPICE WILL CONTINUE THIS TRAINING WITH A GOAL OF REACHING ALL FRONT-LINE STAFF BY THE END OF FY24. - PATIENT SATISFACTION GROUP LAUNCHED THE WEBSITE CALLED CAREGIVERS CORNER, WHICH IS A SERIES OF 21 SHORT FORM VIDEOS THAT OUTLINE VARIOUS ASPECTS OF THE HOSPICE PROCESS. IN THE FIRST 5 DAYS OF SERVICES, CAREGIVERS AND PATIENTS ARE INUNDATED WITH INFORMATION FROM A VARIETY OF SOURCES, SOMETIMES NOT BEING ABLE TO RETAIN ALL THE IMPORTANT PARTS OF THE CONVERSATION. THESE VIDEOS ARE DESIGNED TO SUPPLEMENT THE INITIAL VISITS AND PROVIDE AN OPPORTUNITY TO REVIEW INFORMATION AT A CAREGIVER/PATIENT LEVEL. - SHORT FORM VIDEO SERIES, "TRY THIS": THE PROJECT WAS DESIGNED TO SHARE TIPS WITH CLINICIANS FOR IMPROVED COMMUNICATION AND USE OF VARIOUS SKILLS BY CLINICIANS FOR CLINICIANS OUT IN THE FIELD. SHORT VIDEOS, APPROX 1-2 MINUTES IN LENGTH, COUPLED WITH SIMPLE FLYERS FOR REVIEW ARE PROVIDED TO CLINICIANS TO VEIW AT THEIR OWN TIME AND WITHIN TEAM MEETINGS. SOME OF THE TOPICS INCLUDE: AIDET ACRONYM -(ACKNOWLEDGE, INTRODUCE, DURATION, EXPLAIN, THANK), TIPS ON HOW TO IMPROVE COMMUNICATION -VERGAL AND NONVERBAL TIPS, KEYS TO ACTIVE LISTENING, DOORR ACRONYM-DATE, OUTLINE, OTHERS, REQUESTS, REMIND, HOW TO SHOW THEM YOU CARE, HOW TO ENSURE THE CAREGIVER UNDERSTANDS WHAT YOU ARE SAYING, TIPS ON PATIENTS WHO DON'T WANT TO TAKE THEIR MEDICINE, TIPS ON HANDLING CONFLICT, HOW TO BE A CALMING PRESENCE WHEN YOU HAVE AN ANXIOUS PATIENT. - SWITCHBOARD TEXT MESSAGING: THE SWITCHBOARD IS A PENN MEDICINE PROPRIETARY PIECE OF TECHNOLOGY THAT ALLOWS THE ORGANIZATION TO SEND TEXT MESSAGES DIRECTLY TO CAREGIVERS/PATIENTS AND PROVIDE REAL TIME EXPERIENCE BASED ON SURVEYS. THE SURVEYS ARE DESIGNED TO PROVIDE INFORMATION AS WELL AN OPPORTUNITY FOR FEEDBACK. THE RESPONSES TO THE SURVEY GO TO A WEB BASED PORTAL THAT TEAM MANAGERS CAN REVIEW ON A REGULAR BASIS. THE PORTAL ALSO ALLOWS THEM TO RESPOND DIRECTLY TO CONCERNS RAISED IN THE RESPONSES. - PROVIDED MENTORHSIP/PRECEPTING (10 MONTH PLACEMENT OPPORTUNITY) TO UNIVERSITY OF PENNSYLVANIA MSW STUDENTS. -16 SW CEU'S GIVEN ON CHRONIC ILLNESS APPROVED THROUGH UNIV OF PENNSYLVANIA SCHOOL OF SOCIAL WORK TOPICS: 2 CEU'S -END STAGE RENAL 2 CEU'S -END STAGE CARDIAC 2 CEU'S -NEORUOLOGY 2 CEU'S -ONCOLOGY 2 CEU'S -PULMONARY 2 CEU'S -SERIOUS ILLNESS: NAVIGATING DIFFICULT CONVERSATIONS 1 CEU - SOCIAL DETERMINANTS OF HEALTH APPROVED THROUGH NASW (IPDS COMMITTEE) 1 CEU- NAVIGATING THE HOLIDAYS APPROVED THROUGH PA STATE BOARD OF SOCIAL WORKERS (IPIDS COMMITTEE) 1 CEU-AGING IN PLACE 1 CEU-CUIDED IMAGERY - INFORMATION SESSION OFFERED BY ELDER CARE ATTORNEY (TOPIC: END OF LIFE CONVERSATIONS: THE INTERFACE OF LEGAL, MEDICAL AND ETHICAL REALITIES) - INFORMATION SESSION WITH PHILADELPHIA HOARDING TASK FORCE - ON GOING COORDINATION WITH VA AND INFORMATION SESSION WITH OUTREACH COORDINATOR. - CHAPLAINS HOSTED PALLIATIVE CARE FELLOWS TO SHADOW THEM WHILE PROVIDING SPIRITUAL SUPPORT TO PATIENT'S IN THE HEALTH SYSTEM TO GIVE THEM A MORE INDEPTH UNDERSTANDING OF INCORPORATING SPIRITUALITY INTO MEDICAL CARE. - INTERNSHIP PROGRAM PROVIDED TO NURSING STUDENTS FROM SEVERAL LOCAL UNIVERSITIES IN THE AREA. - FULL TIME FACILITY EDUCATION COORDINATOR HIRED TO SUPPORT STAFF OF AN AREA NURSING HOMES FOCUSED ON EDUCATION OF THE STAFF ON HOSPICE, CAREGIVER AND GRIEF BURNOUT. 22627980 true true false false false false false false false true 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 true false true false false false true X 0 0 334 true false false false false false false false false false false false false false false false X 9 0 false false false false false false false true true false false true true true true true true true true false PA X PATRICK BROWN 6107473409 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 X KEVIN B MAHONEY BOARD MEMBER 1.0 54.0 X 0 2872713 524230 KEITH KASPER CHAIR & CONTROLLER-EX-OFFICIO 1.0 54.0 X X 0 1716989 24644 REGINA S CUNNINGHAM PHD BOARD MEMBER 1.0 54.0 X 0 1357964 171577 JOHN J HERMAN MBA BOARD MEMBER 1.0 54.0 X 0 957627 125615 PATRICK J BRENNAN MD BOARD MEMBER 1.0 54.0 X 0 920461 73663 MICHAEL A POSENCHEG MD BOARD MEMBER 1.0 54.0 X 0 594097 75058 JOAN M DOYLE MSN MBA EXEC. DIRECTOR-EX-OFFICIO MBR 1.0 54.0 X X 0 589127 18219 CHARLES SCHNEIDER MD FACP BOARD MEMBER 1.0 54.0 X 0 389114 76777 ANGELA R COLADONATO DNP RN BOARD MEMBER 1.0 54.0 X 0 417519 17746 DAVID F ALEXANDER CFO/ASST CON/SECRETARY 1.0 54.0 X X 0 332907 26768 SARAH GLICK JOHNSON SECRETARY 1.0 54.0 X X 0 302626 25698 KATHERINE MAJOR DIRECTOR PENN HOME PALLIATIVE 55.0 0.0 X 189995 0 17660 SUSAN C FOSTER HOSPICE SYSTEM DIRECTOR 55.0 0.0 X 188565 0 17806 EVELYN DESMOND DIRECTOR HOSPICE 55.0 0.0 X 186930 0 8485 JAMES WEINSTEIN CPA SPECIAL PROJECTS ANALYST 1.0 54.0 X 0 177563 16609 LORI REED NURSE EMERGENCY RESPONSE 55.0 0.0 X 176057 0 16682 KRISTIE SMITH NURSE EMERGENCY RESPONSE 55.0 0.0 X 153241 0 25275 894788 10628707 1262512 52 false true false STAR 150 BALA LLC 6 INDUSTRIAL WAY WEST SUITE E12 EATONTOWN NJ 07724 PROPERTY LEASE SVCS 1134491 KEYSTONE QUALITY TRANSPORT PO BOX 2027 MEDIA PA 19063 TRANSPORTATION SVCS 1331613 2 17741 285639 303380 NET PATIENT SERVICE REVENUES 620000 24956148 24956148 24956148 132270 132270 0 0 0 0 0 909308 -909308 -909308 -909308 0 0 0 0 0 0 0 0 0 OTHER OPERATING REVENUES 900099 51815 51815 51815 24534305 25007963 0 -777038 0 0 0 0 0 0 18276914 14420485 3856429 0 0 4935646 3894225 1041421 0 0 829708 654640 175068 0 0 0 0 0 0 0 0 0 0 0 134868 106411 28457 0 0 0 0 0 0 308341 243281 65060 0 0 SUPPLIES & SERVICES 4402412 4402412 0 0 THIRD PARTY SETTLEMENTS -1093474 -1093474 0 0 27794415 22627980 5166435 0 2390262 2196986 0 0 0 0 4010402 2468353 0 0 0 0 0 0 0 0 11017 46791 14411 14411 1249511 0 738989 883005 0 0 0 0 0 0 0 0 8400181 5595135 5461901 3599311 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7427697 9843010 12889598 13442321 X -5622315 -8881221 1132898 1034035 -4489417 -7847186 8400181 5595135 X -3260110 74134 -171793 X false true X true false X 312076 354482 272985 189083 303380 1432006 28739876 36117965 33195149 33347497 24956148 156356635 0 0 0 29051952 36472447 33468134 33536580 25259528 157788641 0 0 0 157788641 92165 105728 118502 114342 132270 563007 0 92165 105728 118502 114342 132270 563007 0 150566 610058 372108 691196 51815 1875743 29294683 37188233 33958744 34342118 25443613 160227391 0.98478 0.98478 0.00351 0.00339 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 243627 0 2596 0 11572 0 234651 489846 0 -235389 0 10830 0 243627 424966 0 75237 0 10357 0 489846 427894 0 5878 0 8806 0 424966 189885 0 246328 0 8319 0 427894 0.00000 1.00000 0.00000 false false 0 0 0 14411 14411 0 0 0 DUE TO AFFILIATES 9843010 9843010 X SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS WISSAHICKON HOSPICE HOLDS ONE ENDOWMENT FUND, THE DAVID BRADLEY FUND. ALL PROCEEDS ARE USED IN FURTHERANCE OF THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM (THE "PROGRAM"). THE PROGRAM IS A VALUABLE AND UNIQUE COMMUNITY RESOURCE AVAILABLE TO CHILDREN AND TEENS AT NO COST TO THE FAMILIES. THE PROGRAM'S LICENSED PROFESSIONAL COUNSELOR PROVIDES INDIVIDUAL COUNSELING SERVICES - BEFORE AND AFTER THE DEATH OF THE CHILD'S LOVED ONE. PART OF THE MISSION OF THE PROGRAM IS TO PROVIDE THE COMMUNITY WITH EDUCATIONAL MATERIALS AND SUPPORT SERVICES TO ENCOURAGE DISCUSSION AND PROVIDE METHODS FOR CHILDREN AND TEENS TO UNDERSTAND THEIR EMOTIONS AFTER THE DEATH OF A SPECIAL PERSON IN THEIR LIVES. A CHILDREN'S BEREAVEMENT COUNSELOR IS AVAILABLE AS A RESOURCE FOR: TEACHERS AND SCHOOL COUNSELORS, COMMUNITY AND NON PROFIT GROUPS, CHURCHES AND SCHOOL SEMINARS, SPEAKING AND LECTURE PROGRAMS. ------------------------------ SCHEDULE D, PART X, LINE 1 DETAIL OF OTHER LIABILITIES THE DUE TO AFFILIATES ACCOUNT REPRESENTS AMOUNTS OWED BY THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------ SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). 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 true false PATRICK J BRENNAN MD BOARD MEMBER 0 573695 0 325446 0 21320 0 27450 0 46213 0 994124 0 0 JOAN M DOYLE MSN MBA EXEC. DIRECTOR-EX-OFFICIO MBR 0 357586 0 154875 0 76666 0 0 0 18219 0 607346 0 0 KEVIN B MAHONEY BOARD MEMBER 0 1716661 0 840000 0 316052 0 504000 0 20230 0 3396943 0 281027 KEITH KASPER CHAIR & CONTROLLER-EX-OFFICIO 0 984066 0 421785 0 311138 0 0 0 24644 0 1741633 0 275942 KATHERINE MAJOR DIRECTOR PENN HOME PALLIATIVE 189737 0 0 0 258 0 0 0 17660 0 207655 0 0 0 EVELYN DESMOND DIRECTOR HOSPICE 185844 0 0 0 1086 0 0 0 8485 0 195415 0 0 0 SUSAN C FOSTER HOSPICE SYSTEM DIRECTOR 187452 0 0 0 1113 0 0 0 17806 0 206371 0 0 0 KRISTIE SMITH NURSE EMERGENCY RESPONSE 153128 0 22 0 91 0 0 0 25275 0 178516 0 0 0 SARAH GLICK JOHNSON SECRETARY 0 242935 0 59333 0 358 0 0 0 25698 0 328324 0 0 CHARLES SCHNEIDER MD FACP BOARD MEMBER 0 345980 0 0 0 43134 0 33262 0 43515 0 465891 0 0 JAMES WEINSTEIN CPA SPECIAL PROJECTS ANALYST 0 176180 0 0 0 1383 0 0 0 16609 0 194172 0 0 ANGELA R COLADONATO DNP RN BOARD MEMBER 0 328065 0 64856 0 24598 0 0 0 17746 0 435265 0 0 REGINA S CUNNINGHAM PHD BOARD MEMBER 0 781268 0 336438 0 240258 0 153800 0 17777 0 1529541 0 208692 LORI REED NURSE EMERGENCY RESPONSE 175900 0 0 0 157 0 0 0 16682 0 192739 0 0 0 MICHAEL A POSENCHEG MD BOARD MEMBER 0 463506 0 100116 0 30475 0 38636 0 36422 0 669155 0 0 DAVID F ALEXANDER CFO/ASST CON/SECRETARY 0 270177 0 61561 0 1169 0 0 0 26768 0 359675 0 0 JOHN J HERMAN MBA BOARD MEMBER 0 660761 0 274680 0 22186 0 98108 0 27507 0 1083242 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 TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE 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 FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. 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 UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: KASPER, KEITH - $275,942 CUNNINGHAM, REGINA S. - $208,692 MAHONEY, KEVIN B. - $281,027 HERMAN, JOHN J. - NO DISTRIBUTION THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "MED SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE MED SERP PLAN DURING THE YEAR: BRENNAN, PATRICK J. - NO DISTRIBUTION SCHNEIDER, CHARLES J. - NO DISTRIBUTION THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: POSENCHEG, MICHAEL A. - NO DISTRIBUTION ------------------------------ SCHEDULE J, PART I, LINE 7 PROVISION OF NON-FIXED PAYMENTS WISSAHICKON HOSPICE 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. ------------------------------ PROPERTY, PLANT, EQUIPMENT 2023-05-13 941170 BK=FMV 231352685 TRUSTEES OF THE UNIVERSITY OF PENN 3451 wALNUT STREET ROOM 305 PHILADELPHIA PA 191046284 501(c)(3) false false false false FORM 990, PART III - PROGRAM SERVICE CONTINUED PROVIDING MEMORIAL SERVICES TO STAFF AND RESIDENTS. - NURSING CEU PRESENTATIONS PROVIDED THROUGHOUT THE YEAR: YEAR - FY23 NUMBER OF NEW OFFERINGS - 18 TOTAL NUMBER OF OFFERINGS (INCLUDES ENDURING) - 26 NUMBER OF CONTACT HOURS - 34.25 NUMBER OF RN PARTICIPANTS - 760 OTHER PARTICIPANTS - 807 TOTAL NUMBER OF PARTICIPANTS - 1567 TOTAL NUMBER OF NCPDS AWARDED - 851.25 Servant Leadership: How Each of Us Can be a Leader 0.50 Preceptor Class 2.75 OASIS REVISITED: Enhancing Knowledge of OASIS 7.00 PMAH IPDS Caring for Patients with Cardiopulmonary Impairments 1.00 PMAH IPDS Chronic Venous Insufficiency and Wounds 1.00 PMAH IPDS Care of Patients with Ventricular Assist Devices (VADs) in the Home 1.00 2023 - Pain Management: A Rational Approach to Pain Management for Hospice Patients 1.00 Compression Dressings 2.00 PMAH IPDS Differential Diagnosis of the Dizzy Patient 1.00 Fever and Rash - With Emphasis on Summertime Fevers 1.00 PMAH IPDS Aging in Place: Cognitive Function, Physical Abilities, and Polypharmacy 1.00 PMAH 2023 - Hospice Emergencies 1.00 PMAH IPDS Aging in Place: Serious Illness Conversation 1.00 Communication Tools for Goals of Care and Code Status 1.00 Got Heart? Care of the Patient with Heart Failure 1.00 Knowledge, Understanding, and Empowerment: Penn's Division of Public Safety Approach to a Safe and Healthy Campus Community 1.00 Managing Diabetes in Hospice Patients 1.00 Nutrition and Alternative Feeding Methods 1.00 An Overview of Mental Disorders: A Home Care Perspective 1.00 A Comprehensive Approach to Drain Removal in the Home Setting 1.00 A Discussion of Concurrent Care Model of Hospice for Veterans 1.00 PMAH IPDS Homecare Lymphedema Management 1.00 The Role of Home Care Therapy Following Neurosurgery 1.00 Sepsis: Improving Outcomes Through Early Identification, Enhanced Transitions and Targeted Treatment 1.00 Dismantling Systemic Racism: The Challenge of Embedding Equity in Patient Care 1.00 PMAH IPDS Caring for Patients with Cancer at Home 1.00 - ESTABLISHED MANDATORY HOSPICE ELIGIBILITY COMPETENCE PROGRAM FOR ALL HOSPICE CLINICIANS. - DEVELOPED CLINICAL EFFECTIVENESS TEAM FOCUSED ON REDUCING UNPLANNED DISCHARGES FROM HOSPICE AND IMPROVING ACCESS TO CARE AFTER HOURS. - PARTNER WITH LOCAL UNIVERSITIES AND PARAMEDIC PROGRAM TO PROVIDE INPATIENT HOPSICE EDUCATION TO STUDENTS. - LEADERSHIP PARTICIPATES IN CURRICULUM FOR NURSING STUDENTS ON DEATH AND DYING TOPICS. - PROVIDED LECTURES FOR PENN PHD GRADUATE STUDENTS PROGRAM. - PRESENT MODULES AT MONTHLY ELNEC MEETINGS. - STAFF MEMBERS PROVIDE REAL LIFE EXPERIENCE TRAINING TO MED STUDENTS ON END OF LIFE CARE (DOC 101). - STAFF MEMBERS PROVIDE MONTHLY CLASSROOM EDUCATION ON UNDERSTANDING THE ROLE OF SPIRITUAL AND PSYCHO-SOCIAL DISTRESS ON THE DISEASE PROGRESSION. - PARTNER WITH THE SCHOOL OF MEDICINE TO PROVIDE MEDICAL STUDENT ROTATION THROUGH PALLIATIVE CARE AND HOSPICE. - AGENCY WIDE HEALTH AND WELLNESS COMMITTEE ESTABLISHED TO PROMOTE SELF CARE AMONG EMPLOYEES. - COORDINATED WITH FUTURE MEDICAL STUDENTS ON A STUDENT VOLUNTEER PROGRAM THROUGH THE UNIVERSITY OF PENNSYLVANIA (SHOOP). LEADERSHIP: - HOSPICE LEADERSHIP SERVES ON NATIONAL AND INDUSTRY ORGANIZATIONS INCLUDING THE JOINT COMMISSION, NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION (NHPCO), PENNSLYVANIA HOSPICE NETWORK. - PROVIDE LEADERSHIP, TRAINING AND SUPERVISION TO COMMUNITY HEALTH WORKERS SERVING DISENFRANCHISED ZIP CODES IN WEST PHILADELPHIA. - SERVE ON CHESTER COUNTY HOSPITAL ETHICS COMMITTEE - SERVE ON CHESTER COUNTY EMERGENCY MANAGEMENT COMMITTEE - MAINTAINED PALLIATIVE CARE CERTIFICATION THROUGH THE JOINT COMMISSION FORM 990, PART V, LINE 1A FORMS 1099 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 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 A, LINE 12C 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 PROCESS 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 VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------ FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS TRANSFER TO AFFILIATE (163,540) OTHER CHANGES IN NET ASSETS (8,253) __________ TOTAL OTHER CHANGES IN NET ASSETS $(171,793) ------------------------------ 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 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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 PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES 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 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