2025-05-15T13:01:58-04:00 2024-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 210635009 PRINCETON HEALTHCARE SYSTEM A NEW JERSEY NONPROFIT CORPORATION % GUILHERME VALLADARES MBA PRIN 6098537107 ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 GUILHERME VALLADARES MBA SR VP & CFO 6098537107 2025-05-15 true true ANTONIO C RUSSO DIRECTOR P00858539 2673303000 2025-05-08 2023 2025-03-06 01:10:19Z GUILHERME VALLADARES ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 612316567 false X WWW.PRINCETONHCS.ORG X 1919 NJ TO PROVIDE EXCEPTIONAL, COMPASSIONATE CARE TO ENHANCE THE HEALTH AND WELLNESS OF OUR PATIENTS, THEIR FAMILIES AND OUR COMMUNITY. 18 15 3742 510 0 0 3165968 1836899 562497298 596943406 8372949 12720252 1125738 816010 575161953 612316567 0 0 0 0 249343263 270697672 0 0 0 316086426 351542194 565429689 622239866 9732264 -9923299 797475879 804392430 332198080 333085366 465277799 471307064 X THE MISSION OF PRINCETON HEALTHCARE SYSTEM IS TO PROVIDE EXCEPTIONAL, COMPASSIONATE CARE TO ENHANCE THE HEALTH AND WELLNESS OF OUR PATIENTS, THEIR FAMILIES AND OUR COMMUNITY. PRINCETON HEALTHCARE SYSTEM PROVIDES INPATIENT AND OUTPATIENT CARE, COMMUNITY HEALTH EDUCATION, MEDICAL EDUCATION AND ALSO PROMOTES MEDICAL AND SCIENTIFIC RESEARCH WHEN APPROPRIATE. IT IS INTEGRAL TO THE MISSION OF PRINCETON HEALTHCARE SYSTEM TO CONTINUALLY IMPROVE QUALITY OF SERVICE TO OUR PATIENTS AND COMMUNITY AND TO PROVIDE APPROPRIATE HEALTHCARE TO ALL. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O FOR ADDITIONAL INFORMATION. false false 474993263 0 491311888 PRINCETON MEDICAL CENTER PROVIDES COMPREHENSIVE PATIENT CARE AND SUPPORT SERVICES RELATING TO PATIENT CARE. IT IS AN ACUTE CARE FACILITY WITH 319 BEDS COMPRISED OF 288 ACUTE CARE, 17 PHYSICAL REHABILIATION AND 14 SPECIAL CARE NURSERY BASSINETS. IN 2024, PATIENT DAYS TOTALED 71,285 AND OUTPATIENT VISITS/ENCOUNTERS TOTALED 153,069 PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 81347502 0 90703414 PRINCETON HOUSE BEHAVIORAL HEALTH PROVIDES COMPREHENSIVE PSYCHIATRIC AND SUBSTANCE ABUSE RECOVERY PROGRAMS. ITS 116 BEDS PRODUCED 32,216 PATIENT DAYS IN FY2024. OUTPATIENT VISITS AND TREATMENTS ACROSS MULTIPLE SITES AMOUNTED TO 85,638. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 15324945 0 14928104 PRINCETON HOMECARE SERVICES IS A HOME CARE AND VISITING NURSE, AND HOSPICE SERVICE. IN FY2024, THERE WERE 62,485 OCCASIONS OF SERVICE AND 9,830 HOSPICE VISITS RECORDED. THIS GROWING SERVICE IS VITAL IN THE CAPACITY TO PROVIDE CARE AT THE PATIENT'S HOME RATHER THAN REQUIRING A STAY IN THE HOSPITAL. PRINCETON HOMECARE SERVICES ALSO OPERATES A HOSPICE. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 571665710 true true false true false false false false false true true true false true true true false true false false false false false false false false true true false false true true false false false false false false false false false false false false false false true true false false false true X 0 0 true 3742 true false false false false false false false false false false false false X 18 15 false false false false true true true true true false false true true true true true true true true true true NJ X GUILHERME VALLADARES MBA 6098537107 ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 X KEVIN B MAHONEY CEO - UPHS 1.0 54.0 X X 0 2777146 20761 ROBERT VONDERHEIDE MD TRUSTEE 1.0 54.0 X 0 964230 62315 JAMES G DEMETRIADES PRESIDENT & CEO 47.0 8.0 X X 827126 0 97668 CRAIG GRONCZEWSKI MD SENIOR VP MEDICAL AFFAIRS 55.0 0.0 X 512003 0 23808 GUILHERME VALLADARES MBA SVP & CFO - ASST. TREAS. 34.0 21.0 X 469003 0 22718 PAUL ORTIZ VP BUS. SVC. LINE DEV. 55.0 0.0 X 421952 0 52214 NANCY FLETCHER VP CORP. COMPL. & REG. AFFAIRS 55.0 0.0 X 392602 0 26857 SILKY SHARMA PHYSICIAN CARE COORDINATION 55.0 0.0 X 378012 0 24811 REINALDINE FLEURY FORMER CHRO & VP HUMAN RESOUR. 0.0 55.0 X 0 387599 9070 STEPHANIE D TIEKU NURSE MANAGER 55.0 0.0 X 346392 0 38770 HYONA REVERE SENIOR VP DEVELOPMENT 54.0 1.0 X 349823 0 24755 YISRAEL KRAUS VP PHYSICIAN ALIGNMENT 55.0 0.0 X 351529 0 20484 KARYN BOOK VP PAT. SVS & CNO 55.0 0.0 X 352939 0 7157 MARGUERITE PEDLEY SENIOR VICE PRESIDENT PHBH 55.0 0.0 X 339179 0 20519 DURGA BODALA PHYSICIAN CARE COORDINATION 55.0 0.0 X 339847 0 19260 SIDDIQ G FAISAL MD MED. DIR., OCCUPATIONAL HEALTH 55.0 0.0 X 330420 0 18223 PETER THOMAS VP, OUTPATIENT ADMINISTRATION 55.0 0.0 X 263966 0 22449 JONATHAN WOO VP MEDICAL AFFAIRS CMO 55.0 0.0 X 265587 0 19648 CAROL NORRIS-SMITH VP PR - MARKETING 55.0 0.0 X 253852 0 24667 CHING-YI LIU VP, FINANCE 55.0 0.0 X 241296 0 26659 DEBORAH CASARELLA FORMER ASSOC. CHIEF INFO. OFF. 0.0 55.0 X 0 250402 820 BARBARA YOST FMR. VP NETWORK DEVELOPMENT 55.0 0.0 X 232600 0 17 AMY REIGNER CHIEF HR OFFICER 55.0 0.0 X 211788 0 20364 SHEILA G KEMPF FORMER CNO&VP PATIENT SVS 55.0 0.0 X 173393 0 1893 ROSEMARIE COSTAGLIOLA DIR. OF CORPORATE GOVERNANCE 44.0 11.0 X 133860 0 12132 ANTHONY KUCZINSKI TRUSTEE - CHAIRMAN 1.0 4.0 X X 0 0 0 CALVIN L BUTTS JR TRUSTEE 1.0 1.0 X 0 0 0 HEATHER M VAN RAALTE MD TRUSTEE 1.0 1.0 X 0 0 0 KIM PIMLEY EX-OFFICIO TRUSTEE 1.0 1.0 X 0 0 0 LEONARD GROSSMAN MD TRUSTEE 1.0 1.0 X 0 0 0 LORI FELDSTEIN TRUSTEE 1.0 1.0 X 0 0 0 MICHAEL MARDY TRUSTEE - TREASURER 1.0 3.0 X X 0 0 0 MYRON M GELLMAN TRUSTEE & VC - AS OF 3/23 1.0 1.0 X X 0 0 0 PHILIP CARCHMAN TRUSTEE - SECRETARY 1.0 1.0 X X 0 0 0 SAMIT HIRAWAT MD TRUSTEE 1.0 1.0 X 0 0 0 W THOMAS GUTOWSKI MD TRUSTEE 1.0 2.0 X 0 0 0 ALEXANDER WOLFSON TRUSTEE 1.0 1.0 X 0 0 0 ALINE M HOLMES DNP MSN RN TRUSTEE AS OF 6/24 1.0 0.0 X 0 0 0 WILLIAM G HYNICK JR TRUSTEE AS OF 6/24 1.0 0.0 X 0 0 0 ELLIOT A KRAUSS MD TRUSTEE AS OF 6/24 1.0 0.0 X 0 0 0 TARA OAKMAN PHD TRUSTEE AS OF 6/24 1.0 0.0 X 0 0 0 7187169 4379377 618039 504 true true false SYMMETRY WORKFORCE SOLUTIONS 5930 CORNERSTONE CT STE 300 SAN DIEGO CA 92121 MEDICAL SERVICES 31516942 HART HEALTHCARE PO BOX 21578 NEW YORK NY 100871578 PROPERTY LEASE SRVCS 6739903 UMCP SURGICENTER PARTNERS LLC 1 PLAINSBORO RD PLAINSBORO NJ 085361913 MEDICAL SERVICES 3399447 DRISCOLL BALFOUR BEATTY 401 CITY AVE STE 500 BALA CYNWYD PA 19004 CONSTRUCTION 2285437 AXIS CONSTRUCTION MANAGEMENT 215 W CHURCH RD STE 111 KING OF PRUSSIA PA 19406 CONSTRUCTION 1325155 62 1836899 1836899 NET PATIENT SERVICE REVENUES 541900 591816356 591816356 OTHER HEALTHCARE RELATED REVENUES 541900 5127050 5127050 596943406 2833528 2833528 0 0 776290 776290 0 776290 776290 9886724 9886724 9886724 9886724 0 0 0 0 0 0 0 0 0 VENDING MACHINE REVENUES 900099 39720 39720 39720 612316567 596943406 13536262 X 0 0 0 0 6642630 5978368 664262 0 0 206072007 185464806 20607201 0 8419713 7577742 841971 0 33601470 30241323 3360147 0 15961852 14365667 1596185 0 4212816 3791534 421282 0 744494 670045 74449 0 0 76288 68659 7629 0 0 0 156113038 141981713 14131325 0 172128 154915 17213 0 791614 712453 79161 0 2028192 1825373 202819 0 0 22778366 20500529 2277837 0 713151 641836 71315 0 0 29099 26189 2910 0 9378916 8441024 937892 0 0 31169057 28052151 3116906 0 2240881 2016793 224088 0 MEDICAL SUPPLIES 101698514 101698514 0 0 REPAIRS & MAINTENANCE 11300858 10170772 1130086 0 DUES & LICENSES 1045846 941261 104585 0 TAXES 181310 163179 18131 0 6867626 6180864 686762 622239866 571665710 50574156 0 56259367 29881314 836393 0 0 0 64939088 71487573 0 0 0 0 0 0 7967186 9950155 1413135 1510276 847725648 495569141 353043344 352156507 0 0 231925215 247287987 0 0 22000000 22000000 59092151 70118618 797475879 804392430 31626668 37479460 0 0 3674777 3609737 253810917 246309566 0 0 0 0 0 0 0 0 43085718 45686603 332198080 333085366 X 434343381 429002067 30934418 42304997 465277799 471307064 797475879 804392430 X -9923299 4101801 11850763 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false true 76288 false 76288 false SCHEDULE C, PART II-B; LINE 1G DETAIL OF LOBBYING ACTIVITIES PRINCETON HEALTHCARE SYSTEM, A NEW JERSEY NONPROFIT CORPORATION, IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE NEW JERSEY HOSPITAL ASSOCIATION AND THE FAIR SHARE HOSPITALS COLLABORATIVE.EACH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITES PERFORMED ON BEHALF OF THE ORGANIZATION.THIS ALLOCATION AMOUNTED TO $76,288 FOR FY2024. 221826007 11414073 15336076 0 11567848 0 237008308 219519347 0 2446795 0 140135 0 221826007 220229853 11442469 92658 0 12245633 0 219519347 156468152 10129993 64669242 0 11037534 0 220229853 151517441 8757911 5071531 0 8878731 0 156468152 1.00000 0.00000 0.00000 false true true 41322800 41322800 535176888 305890318 229286570 22530422 10202796 12327626 186608209 142114300 44493909 62087329 37361727 24725602 352156507 FIXED INCOME & MUTUAL FUNDS 237008308 F BOND PROCEEDS HELD BY TRUSTEE 10279679 F 247287987 OTHER RECEIVABLES 8840157 INVESTMENT IN PHS FOUNDATION 42177196 RIGHT TO USE LEASED ASSETS 19101265 70118618 0 ACCRUED INTEREST PAYABLE 4071749 ACCRUED BENEFIT LIABILITY 3902898 EST 3RD-PARTY RETRO PAYABLE 2341079 PARK ASSESSMENT BOND 205581 OTHER LIABILITIES 8346376 LEASE LIABILITIES 20074148 WORKER'S COMP LIABILITY 3477772 MEDICAL MALPRACTICE 3267000 45686603 X SCHEDULE D, PART V, LINE 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ---------------------------- 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, 2024 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. true true X true X true X 500. true true false true true 6235023 2248981 3986042 0.00640 63414083 47613679 15800403 0.02540 69649106 49862660 19786445 0.03180 1595903 95721 1500182 0.00240 14515281 2988150 11527131 0.01850 1361535 763804 597731 0.00100 17472719 3847675 13625044 0.02190 87121825 53710335 33411489 0.05370 true 16408955 492269 121654777 143398825 -21744048 X true true UMCP SURGICENTER MEDICAL SERVICES 0.2647 0.7353 PARTNERS LLC 1 1 PENN MEDICINE PRINCETON MEDICAL CTR ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 www.princetonhcs.org LICENSE # 11103 X X X X 1 PENN MEDICINE PRINCETON MEDICAL CTR 1 false false true X X X X X X X X X 21 true false true true X SEE SCH H, PART V, SECTION C X true 22 false SEE SCHEDULE H, PART V, SECTION C true false true X 200. 500. X X X X X true true X X X X true X SCH H, PART V, SECT. C X SCH H, PART V, SECT. C X SCH H, PART V, SECT. C X X X X X X true X false X X X X true X false false PART V, SECTION B, LINE 5 (INPUT FROM COMMUNITY) IMPROVING THE HEALTH OF THE COMMUNITY IS ESSENTIAL TO ENHANCING THE QUALITY OF LIFE FOR RESIDENTS IN THE REGION AND SUPPORTING FUTURE SOCIAL AND ECONOMIC WELL-BEING. IN 2021, PRINCETON HEALTHCARE SYSTEM (PRINCETON HEALTH) ENGAGED HEALTH RESOURCES IN ACTION (HRIA), A NON-PROFIT PUBLIC HEALTH CONSULTANCY ORGANIZATION, TO CONDUCT A COMMUNITY HEALTH PLANNING PROCESS TO GATHER INFORMATION ABOUT THE HEALTH OF RESIDENTS IN PRINCETON HEALTH'S THREE-COUNTY REGION (MERCER, MIDDLESEX, AND SOMERSET). THIS EFFORT INCLUDED TWO PHASES: (1) A COMMUNITY NEEDS HEALTH ASSESSMENT (CHNA) TO IDENTIFY THE HEALTH-RELATED NEEDS AND STRENGTHS OF THE REGION AND (2) A STRATEGIC IMPLEMENTATION PLAN (SIP) TO IDENTIFY MAJOR HEALTH PRIORITIES, DEVELOP GOALS, AND SELECT STRATEGIES AND IDENTIFY PARTNERS TO ADDRESS THESE PRIORITY ISSUES ACROSS THE REGION. THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS GUIDED BY A PARTICIPATORY, COLLABORATIVE APPROACH, WHICH EXAMINED HEALTH IN ITS BROADEST SENSE. THIS PROCESS INCLUDED INTEGRATING EXISTING SECONDARY DATA ON SOCIAL, ECONOMIC, AND HEALTH ISSUES IN THE REGION WITH QUANTITATIVE INFORMATION FROM A COMMUNITY HEALTH SURVEY AND QUALITATIVE INFORMATION FROM 9 FOCUS GROUPS WITH COMMUNITY RESIDENTS AND SERVICE PROVIDERS AND 14 INTERVIEWS WITH COMMUNITY STAKEHOLDERS. FOCUS GROUPS WERE CONDUCTED WITH SENIORS, PARENTS, EMTS, MEMBERS OF PRINCETON HEALTH'S CANCER COMMITTEE, PUBLIC HEALTH OFFICERS, HOSPITAL STAFF AND VOLUNTEERS, SCHOOL NURSES AND GUIDANCE COUNSELORS, AND MEMBERS OF THE PENN MEDICINE PRINCETON HEALTH MEDICAL ADVISORY BOARD. INTERVIEWEES INCLUDED LOCAL PUBLIC HEALTH OFFICIALS, SOCIAL SERVICE PROVIDERS, HEALTH CARE PROVIDERS, COMMUNITY LEADERS, AND PRINCETON HEALTH STAFF. THE COMMUNITY HEALTH SURVEY WAS ADMINISTERED ONLINE AND DISSEMINATED THROUGH MULTIPLE CHANNELS TO INDIVIDUALS WHO LIVE OR WORK IN MERCER, MIDDLESEX, AND SOMERSET COUNTIES. A TOTAL OF 1,037 PEOPLE COMPLETED THE SURVEY. FOR MORE INFORMATION, PLEASE SEE: HTTPS://WWW.PRINCETONHCS.ORG/COMMUNITY?_GA=2.XXX-XX-XXXX.1738351937.164 8747859-XXX-XX-XXXX.1582304010 -------------------- PART V, SECTION B, LINE 6B (JOINT CHNA) AS A WAY TO ENSURE THAT PRINCETON HEALTH IS ACHIEVING ITS MISSION AND MEETING THE NEEDS OF THE COMMUNITY, AND IN FURTHERANCE OF ITS OBLIGATIONS UNDER THE AFFORDABLE CARE ACT, PRINCETON HEALTH ENGAGED HEALTH RESOURCES IN ACTION (HRIA), A NON-PROFIT PUBLIC HEALTH CONSULTANCY ORGANIZATION, TO CONDUCT THE CHNA. -------------------- PART V, SECTION B, LINE 7 (CHNA PUBLIC AVAILABILITY) A COPY OF THE ORGANIZATION'S CHNA CAN BE ACCESSED AT: HTTPS://WWW.PRINCETONHCS.ORG/-/MEDIA/FILES/COMMUNITY-WELLNESS/PMPH-CHNA- FINAL-REPORT_2021.PDF?LA=EN -------------------- PART V, SECTION B, LINE 11 (ADDRESSING SIGNIFICANT NEEDS) FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE THE FOLLOWING: HTTPS://WWW.PRINCETONHCS.ORG/-/MEDIA/FILES/COMMUNITY-WELLNESS/PMPH-CHNA- FINAL-REPORT_2021.PDF?LA=EN -------------------- PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY) A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.PRINCETONHCS.ORG/OUR-LOCATIONS/PMC/BILLING-AND- INSURANCE/BILLING -------------------- 16 PRINCETON HOUSE BEHAVIORAL HEALTH 351 NEW ALBANY ROAD moorestown NJ 08057 OUTPATIENT BEHAVIORAL PROGRAM PRINCETON HOUSE BEHAVIORAL HEALTH 1460 LIVINGSTON AVENUE NORTH BRUNSWICK NJ 08902 OUTPATIENT BEHAVIORAL PROGRAM PRINCETON HOUSE BEHAVIORAL HEALTH 300 CLOCKTOWER ROAD SUITE 101 hamilton NJ 08690 OUTPATIENT BEHAVIORAL PROGRAM PRINCETON HOUSE BEHAVIORAL HEALTH 1000 HERRONTOWN ROAD PRINCETON NJ 08542 OUTPATIENT BEHAVIORAL PROGRAM PRINCETON HOUSE BEHAVIORAL HEALTH 741 MOUNT LUCAS ROAD princeton NJ 08542 OUTPATIENT BEHAVIORAL PROGRAM PRINCETON HOMECARE SERVICES 88 PRINCETON HIGHTSTOWN ROAD WEST WINDSOR NJ 08550 HOMECARE & VISITING NURSE BREAST HEALTH CENTER 300B PRINCETON HIGHTSTOWN ROAD EAST WINDSOR NJ 08512 OUTPATIENT DIAGNOSIS & TREATMENT PRINCETON HOUSE BEHAVIORAL HEALTH 615 HOPE ROAD EATONTOWN NJ 07742 OUTPATIENT BEHAVIORAL PROGRAM UMCPP OUTPATIENT REHABILITATION 1225 STATE ROAD PRINCETON NJ 08542 PHYSICAL THERAPY & OCCUPATIONAL MEDICINE UMCPP OUTPATIENT REHAB AT MONROE 2 CENTRE DRIVE SUITE 500 MONROE NJ 08831 PHYSICAL THERAPY & OCCUPATIONAL MEDICINE UMCPP OUTPATIENT REHAB AT HAMILTON 1315 WHITEHORSE-MERCERVILLE RD STE HAMILTON NJ 08619 PHYSICAL THERAPY & OCCUPATIONAL MEDICINE UMCPP EAST WINDSOR PATIENT SVC CENTER 300A PRINCETON HIGHTSTOWN ROAD EAST WINDSOR NJ 08512 LAB DRAW CENTER SOUTH BRUNSWICK WELLNESS CENTER 540 RIDGE ROAD MONMOUTH JUNCTION NJ 08852 LAB DRAW CENTER UMCPP LAWRENCEVILLE PATIENT SVC CENTER 132 FRANKLIN CORNER ROAD LAWRENCEVILLE NJ 08648 LAB DRAW CENTER UMCPP ALEXANDER ROAD PATIENT SVC CENTER 731 ALEXANDER ROAD SUITE 103 PRINCETON NJ 08540 LAB DRAW CENTER UMCPP PRINCETON PATIENT SVC CENTER 281 WITHERSPOON STREET SUITE 100 PRINCETON NJ 08540 LAB DRAW CENTER PART I, LINE 3C (OTHER FACTORS IN DETERMINING ELIGIBILITY) IN ADDITION TO THE FEDERAL POVERTY GUIDELINES, PRINCETON HEALTHCARE SYSTEM ("PHCS") USES OTHER FACTORS IN DETERMINING ELIGIBILITY CRITERIA FOR FREE AND DISCOUNTED CARE. OTHER FACTORS TO DETERMINE ELIGIBILITY INCLUDE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. ADDITIONAL INFORMATION WITH RESPECT TO PHCS' ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE IS OUTLINED BELOW. CHARITY CARE ------------ CHARITY CARE ASSISTANCE IS FREE OR REDUCED CHARGE CARE WHICH IS AVAILABLE TO PATIENTS WHO RECEIVE INPATIENT AND OUTPATIENT SERVICES AT ACUTE CARE HOSPITALS THROUGHOUT THE STATE OF NEW JERSEY. CHARITY CARE DISCOUNTS ARE IN COMPLIANCE WITH REGULATIONS ESTABLISHED IN NJAC 10:52, SUBCHAPTERS 11, 12, 13. CHARITY CARE IS AVAILABLE TO NEW JERSEY RESIDENTS WHO: 1) HAVE NO HEALTH COVERAGE OR HAVE COVERAGE THAT PAYS ONLY PART OF THE BILL; 2) ARE INELIGIBLE FOR ANY PRIVATE OR GOVERNMENTAL SPONSORED COVERAGE (SUCH AS MEDICAID); AND 3) MEET THE INCOME AND ASSETS CRITERIA DESCRIBED BELOW. CHARITY CARE IS AVAILABLE TO THOSE THAT DO NOT QUALIFY FOR STATE OR FEDERAL PROGRAMS. INCOME CRITERIA - PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF THE FEDERAL POVERTY GUIDELINES ("FPG") ARE ELIGIBLE FOR 100% CHARITY CARE COVERAGE. PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 300% OF FPG ARE ELIGIBLE FOR DISCOUNTED CARE UNDER THE CHARITY CARE PROGRAM. FREE OR DISCOUNTED CHARGES ARE DETERMINED BY THE FOLLOWING FEE SCHEDULE: INCOME AS A PERCENTAGE OF HHS POVERTY INCOME GUIDELINES ------------------------------------------------------- LESS THAN OR EQUAL TO 200% -- 0% OF MEDICAID RATE GREATER THAN 200% BUT LESS THAN OR EQUAL TO 225% -- 20% OF MEDICAID RATE GREATER THAN 225% BUT LESS THAN OR EQUAL TO 250% -- 40% OF MEDICAID RATE GREATER THAN 250% BUT LESS THAN OR EQUAL TO 275% -- 60% OF MEDICAID RATE GREATER THAN 275% BUT LESS THAN OR EQUAL TO 300% -- 80% OF MEDICAID RATE GREATER THAN 300% -- UNINSURED DISCOUNT RATE AVAILABLE ASSETS CRITERIA - A PATIENT'S INDIVIDUAL ASSETS CANNOT EXCEED $7,500 AND FAMILY ASSETS CANNOT EXCEED $15,000 AS OF THE DATE OF SERVICE IN ORDER TO BE ELIGIBLE. CHARITY CARE MAY BE AVAILABLE TO NON-NEW JERSEY RESIDENTS, SUBJECT TO SPECIFIC PROVISIONS (SUCH AS EMERGENCY MEDICAL CONDITIONS). CHARITY CARE IS AVAILABLE ONLY FOR EMERGENCY OR OTHER MEDICALLY NECESSARY HOSPITAL CARE. SOME SERVICES SUCH AS PHYSICIAN FEES, ANESTHESIOLOGY FEES, AND RADIOLOGY INTERPRETATION ARE SEPARATE FROM HOSPITAL CHARGES AND MAY NOT BE ELIGIBLE FOR REDUCTION. NEW JERSEY UNINSURED DISCOUNT ----------------------------- THE NEW JERSEY UNINSURED DISCOUNT (NJ LAW - BILL S-1797/A-2609) IS AVAILABLE TO UNINSURED PATIENTS WHOSE FAMILY GROSS INCOME IS LESS THAN 500% OF FPG. HOWEVER, PRINCETON HAS ELECTED TO APPLY THIS DISCOUNT TO ALL UNINSURED PATIENTS IRRESPECTIVE OF INCOME LEVEL OR RESIDENCY. PRINCETON OFFERS DISCOUNTED RATES TO ALL UNINSURED INDIVIDUALS. UNDER THIS PROGRAM, AN ELIGIBLE PATIENT WILL BE CHARGED AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. UNINSURED BILLING LIMITS ARE IN ACCORDANCE WITH NJ P.L. 2008 C60. MEDICAID -------- MEDICAID PROVIDES HEALTH COVERAGE TO MILLIONS OF AMERICANS, INCLUDING CHILDREN, PREGNANT WOMEN, PARENTS, SENIORS AND INDIVIDUALS WITH DISABILITIES. IN GENERAL FOR THIS BENEFIT PROGRAM, A PATIENT MUST BE A UNITED STATES CITIZEN, LEGAL ALIEN OR PERMANENT RESIDENT, AND HAVE LOW INCOME. ADDITIONALLY, PATIENTS MUST ALSO BE A RESIDENT OF THE STATE OF NEW JERSEY. THERE ARE SEVERAL TYPES OF MEDICAID AVAILABLE THROUGH THE NEW JERSEY DEPARTMENT OF HEALTH. PRINCETON FINANCIAL COUNSELORS WILL HELP DETERMINE ELIGIBILITY BASED UPON EACH PATIENT'S CIRCUMSTANCES. NJ FAMILYCARE ------------- NJ FAMILYCARE IS NEW JERSEY'S PUBLICLY FUNDED HEALTH INSURANCE PROGRAM WHICH INCLUDES CHIP, MEDICAID AND MEDICAID EXPANSION POPULATIONS. NJ FAMILYCARE IS A FEDERAL AND STATE FUNDED HEALTH INSURANCE PROGRAM CREATED TO HELP QUALIFIED NEW JERSEY RESIDENTS OF ANY AGE ACCESS TO AFFORDABLE HEALTH INSURANCE. NJ FAMILYCARE IS FOR PEOPLE WHO DO NOT HAVE EMPLOYER INSURANCE. FINANCIAL ELIGIBILITY FOR INDIVIDUALS SEEKING ELIGIBILITY FOR NJ FAMILYCARE WILL BE BASED ON THEIR MODIFIED ADJUSTED GROSS INCOME OR MAGI. NJFAMILYCARE ELIGIBILITY GUIDELINES ARE ESTABLISHED BY THE STATE OF NEW JERSEY AND CAN BE FOUND AT WWW.NJFAMILYCARE.ORG. A PATIENT CAN BE PRESUMED ELIGIBLE FOR NJFAMILYCARE ONLY ONCE IN A TWELVE MONTH PERIOD. CATASTROPHIC ILLNESS IN CHILDREN'S RELIEF FUND ---------------------------------------------- THE CATASTROPHIC ILLNESS IN CHILDREN RELIEF FUND PROVIDES FINANCIAL ASSISTANCE TO FAMILIES OF CHILDREN WITH A CATASTROPHIC ILLNESS. IN ORDER TO BE ELIGIBLE HOSPITAL EXPENSES MUST EXCEED 10% OF THE FAMILY'S GROSS INCOME, PLUS 15% OF ANY EXCESS INCOME OVER $100,000, THE CHILD MUST HAVE BEEN 21 YEARS OR YOUNGER WHEN THE MEDICAL EXPENSES WERE INCURRED AND THE FAMILY MUST HAVE LIVED IN NEW JERSEY FOR 3 MONTHS IMMEDIATELY PRIOR TO THE DATE OF APPLICATION. NEW JERSEY VICTIMS OF CRIME COMPENSATION OFFICE ----------------------------------------------- THE STATE OF NEW JERSEY HAS ESTABLISHED THE NEW JERSEY VICTIMS OF CRIME COMPENSATION OFFICE TO COMPENSATE VICTIMS OF CRIME FOR LOSSES AND EXPENSES, INCLUDING CERTAIN MEDICAL EXPENSES, RESULTING FROM CERTAIN CRIMINAL ACTS. IN ORDER TO BE ELIGIBLE FOR NEW JERSEY VICTIMS OF CRIME COMPENSATION OFFICE THE CRIME MUST HAVE OCCURRED IN NEW JERSEY OR MUST RELATE TO A NEW JERSEY RESIDENT VICTIMIZED OUTSIDE OF THE STATE, THE VICTIM MUST HAVE REPORTED THE CRIME TO POLICE WITHIN 9 MONTHS AND THE VICTIM MUST COOPERATE WITH THE INVESTIGATION AND PROSECUTION OF THE CRIME. THE CLAIM MUST BE FILED WITHIN 3 YEARS OF THE DATE OF THE CRIME AND THE PATIENT MUST BE AN INNOCENT VICTIM OF THE CRIME. AMOUNT GENERALLY BILLED ("AGB") ------------------------------- PURSUANT TO INTERNAL REVENUE CODE 501(R)(5), IN THE CASE OF EMERGENCY OR OTHER MEDICALLY NECESSARY CARE, FAP-ELIGIBLE PATIENTS WILL NOT BE CHARGED MORE THAN AN INDIVIDUAL WHO HAS INSURANCE COVERING SUCH CARE. ALL PATIENTS ELIGIBLE FOR ASSISTANCE UNDER THIS FAP MAY BE ELIGIBLE FOR THIS DISCOUNT. THIS INCLUDES UNINSURED PATIENTS AND UNDERINSURED PATIENTS IF THEIR FAMILY GROSS INCOME IS GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FPG. -------------------- PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. 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 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. -------------------- PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIOECONOMIC WELL-BEING OF THE COMMUNITIES IN ITS CARE. THIS IS ACCOMPLISHED THROUGH SERVICE ON STATE AND REGIONAL ADVOCACY COMMITTEES AND BOARDS, VOLUNTEERISM WITH LOCAL COMMUNITY-BASED NON-PROFIT ADVOCACY GROUPS, PARTICIPATION IN CONFERENCES AND OTHER EDUCATIONAL ACTIVITIES TO PROMOTE UNDERSTANDING OF THE ROOT CAUSES OF HEALTH CONCERNS. THIS ORGANIZATION PROVIDES EDUCATIONAL MATERIALS, CONDUCTS COMMUNITY HEALTH FAIRS AND HOLDS HEALTH EDUCATION SEMINARS AND OUTREACH SESSIONS FOR ITS PATIENTS AND FOR COMMUNITY PROVIDERS. PRESENTATIONS ARE PROVIDED BY PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, THE SYSTEM PROVIDES COMMUNITY EDUCATION, OUTREACH, LECTURES, TRAININGS, HEALTH SCREENINGS AND SPECIAL EVENTS TO PATIENTS RESIDING IN MERCER, MIDDLESEX AND SOMERSET COUNTIES. MAJOR PROGRAMS INCLUDE SPECIAL HEALTH OUTREACH EFFORTS DIRECTED TO DIVERSE POPULATIONS. THE SYSTEM IS ALSO LIAISONED WITH PARTNERSHIPS IN THE LOCAL YMCAs, YWCAs, SCHOOLS, SENIOR CENTERS, CORPORATIONS, PLACES OF WORSHIP AND PUBLIC LIBRARIES FOR A VARIETY OF HEALTH ISSUES ACROSS ONE'S LIFESPAN. -------------------- PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON AN ESTIMATE OF AGED UNCOLLECTIBLE ACCOUNTS RECEIVABLE (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) THE ESTIMATED COST OF PROVIDING CHARITY SERVICES IS BASED ON VALUING ALL CHARITY CARE CLAIMS USING THE SYSTEM'S DECISION SUPPORT SYSTEM THAT UTILIZES COST TO CHARGE RATIOS DERIVED FROM THE MOST RECENTLY FILED MEDICARE COST REPORTS. DEPARTMENT OF HEALTH AND HUMAN SERVICES CHARITY CARE GUIDELINES REQUIRE PARTICIPATION AND SPECIFIC DOCUMENTATION OF THE PATIENT IN ORDER TO BE IDENTIFIED AS A CHARITY CARE ACCOUNT. IN ADDITION TO CHARITY CARE, THE SYSTEM PROVIDES A SIGNIFICANT AMOUNT OF COMMUNITY BENEFIT THAT INCLUDES COMMUNITY OUTREACH PROGRAMS, SUBSIDIZED MEDICAL EDUCATION COSTS AND UNREIMBURSED COSTS OF PROVIDING CARE TO MEDICARE AND MEDICAID BENEFICIARIES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. -------------------- 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 THE ORGANIZATION'S MEDICARE COST REPORT. CONSISTENT WITH THE CHARTIABLE 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. -------------------- PART III, SECTION B, LINE 9B (COLLECTION PRACTICES) THE PRIMARY MISSION OF THE ORGANIZATION IS TO IMPROVE THE OVERALL HEALTH STATUS OF THE COMMUNITY IT SERVES. PRINCETON HEALTH IS COMMITTED TO PROVIDING HIGH QUALITY AND AFFORDABLE HEALTHCARE TO ALL INDIVIDUALS WHO SEEK SERVICES. THEREFORE, THE ORGANIZATION MAKES EVERY EFFORT TO WORK WITH ITS PATIENTS TO HELP IN THE PAYMENT OF BILLS. THIS ASSISTANCE INCLUDES PROVIDING PATIENTS WITH ACCESS TO A FINANCIAL COUNSELOR, ASSISTING NEW JERSEY STATE RESIDENTS OBTAIN FINANCIAL ASSISTANCE AND ESTABLISHING PAYMENT PLANS FOR EASE OF PAYMENT. ALL PATIENTS WILL BE SCREENED BY A PRINCETON HEALTH FINANCIAL ASSISTANCE COUNSELOR TO DETERMINE IF THEY QUALIFY FOR INSURANCE PRIOR TO THE DETERMINATION OF FAP-ELIGIBILITY. THE ORGANIZATION ADHERES TO ALL FEDERAL, STATE, LOCAL AND PFS DEEMED CONTRACTUAL REGULATIONS AND STANDARDS TO ENSURE PROPER AND LEGAL OPERATIONS. THIS ENCOMPASSES, BUT IS NOT LIMITED TO, THE FOLLOWING: 1) BILLING PROCEDURES, BOTH INSURANCE AND INPATIENT; 2) COLLECTIONS, BOTH BAD DEBT AND MEDICARE BAD DEBT; 3) BAD DEBT RECOVERY, BOTH "REGULAR" BAD DEBT AND MEDICARE BAD DEBT; AND 4) MAINTENANCE OF THE CONFIDENTIALITY AND SECURITY OF PROTECTED HEALTH INFORMATION. PRINCETON HEALTH WILL NOT ENGAGE IN ANY ACTIONS THAT DISCOURAGE INDIVIDUALS FROM SEEKING EMERGENCY MEDICAL CARE, SUCH AS BY DEMANDING THE EMERGENCY DEPARTMENT PATIENTS PAY BEFORE RECEIVING TREATMENT FOR EMERGENCY MEDICAL CONDITIONS OR BY PERMITTING DEBT COLLECTION ACTIVITIES IN THE EMERGENCY DEPARTMENT OR OTHER AREAS WHERE SUCH ACTIVITIES COULD INTERFERE WITH THE PROVISION OF EMERGENCY CARE ON A NON-DISCRIMINATORY BASIS. PRINCETON HEALTH UTILIZES PRESUMPTIVE ELIGIBILITY DETERMINATIONS FOR PATIENTS IN ITS EMERGENCY DEPARTMENT AND ITS MATERNITY CLINICS. IF A PATIENT IS PRESUMPTIVELY DETERMINED TO BE ELIGIBLE FOR LESS THAN THE MOST GENEROUS ASSISTANCE AVAILABLE UNDER THE FAP, PRINCETON HEALTH WILL NOTIFY THE PATIENT, IN WRITING, REGARDING THE BASIS FOR THE PRESUMPTIVE FINANCIAL ASSISTANCE ELIGIBILITY DETERMINATION AND HOW THEY MAY APPLY FOR MORE GENEROUS ASSISTANCE. A COPY OF THE PLS WILL ALSO BE PROVIDED IN THESE INSTANCES. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(6), PRINCETON HEALTH DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS ("ECAS") PRIOR TO THE EXPIRATION OF THE "NOTIFICATION PERIOD". THE NOTIFICATION PERIOD IS DEFINED AS A 120-DAY PERIOD, WHICH BEGINS ON THE DATE OF THE 1ST POST DISCHARGE BILLING STATEMENT, IN WHICH NO ECAS MAY BE INITIATED AGAINST THE PATIENT. PRINCETON HEALTH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. PRINCETON HEALTH WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE PROGRAM. PRINCETON HEALTH WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: 1) THE PATIENT HAS BEEN PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECAS THAT PRINCETON INTENDS TO INITIATE TO OBTAIN PAYMENT FOR THE CARE; AND - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. 2) THE PATIENT HAS RECEIVED A COPY OF THE PLAIN LANGUAGE SUMMARY WITH THIS WRITTEN NOTIFICATION; AND 3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. SUBSEQUENT TO THE NOTIFICATION PERIOD PRINCETON HEALTH, OR ANY THIRD PARTIES ACTING ON THEIR BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF THE PATIENT HASN'T APPLIED FOR OR IS DEEMED INELIGIBLE FOR FINANCIAL ASSISTANCE: 1) REPORTING ADVERSE INFORMATION ABOUT THE INDIVIDUAL TO CONSUMER CREDIT REPORTING AGENCIES OR CREDIT BUREAUS; 2) PLACING A LIEN ON AN INDIVIDUAL'S PROPERTY; 3) FORECLOSING ON AN INDIVIDUAL'S REAL PROPERTY; 4) COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL; AND 5) CAUSING AN INDIVIDUAL TO BE SUBJECT TO A WRIT OF BODY ATTACHMENT -------------------- PART VI, LINE 2 (NEEDS ASSESSMENT) FOR MORE INFORMATION REGARDING HOW PRINCETON HEALTH IS ASSESSING THE NEEDS OF THE COMMUNITIES IT SERVES, PLEASE SEE: https://www.princetonhcs.org/community?_ga=2.XXX-XX-XXXX.1738351937.16487478 59-XXX-XX-XXXX.1582304010 -------------------- PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE) PRINCETON HEALTH ACTIVELY INFORMS AND EDUCATES PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND PROMOTES ITS PATIENT FRIENDLY BILLING AND COLLECTION PROCESS THROUGH MULTIPLE CHANNELS. THIS IS AN INTEGRAL PART OF ITS CODE OF ETHICS AND VALUE STATEMENT. THE ORGANIZATION INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE IN THE FOLLOWING WAYS: PRINCETON HEALTH HAS CREATED A PLAIN LANGUAGE SUMMARY ("PLS") OF ITS FINANCIAL ASSISTANCE POLICY ("FAP"). A PLS IS A WRITTEN STATEMENT THAT NOTIFIES AN INDIVIDUAL THAT THE HOSPITAL FACILITY OFFERS FINANCIAL ASSISTANCE UNDER THE FAP AND PROVIDES ADDITIONAL INFORMATION IN LANGUAGE THAT IS CLEAR, CONCISE AND EASY TO UNDERSTAND. PRINCETON HEALTH'S FAP, APPLICATION AND PLS ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE ORGANIZATION'S PRIMARY SERVICE AREA. ADDITIONALLY, PRINCETON HEALTH PROVIDES LANGUAGE INTERPRETING AND TRANSLATION SERVICES, AND PROVIDES INFORMATION TO PATIENTS WITH VISION, SPEECH, HEARING OR COGNITIVE IMPAIRMENTS IN A MANNER THAT MEETS THE PATIENT'S NEEDS. THE FAP, APPLICATION AND PLS ARE ALL POSTED ON THE FOLLOWING PRINCETON HEALTH WEBSITE: WWW.PRINCETONHCS.ORG, AND ARE AVAILABLE FREE OF CHARGE, UPON REQUEST. PAPER COPIES OF THESE DOCUMENTS ARE ALSO AVAILABLE IN VARIOUS AREAS THROUGHOUT THE HOSPITAL, WHICH INCLUDE THE EMERGENCY DEPARTMENT AND ADMISSION/REGISTRATION DEPARTMENTS. SIGNS AND DISPLAYS, TO INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, ARE POSTED IN EMERGENCY ROOMS AND THE ADMITTING/REGISTRATION DEPARTMENTS. THESE SIGNS ARE POSTED IN ENGLISH AND IN SPANISH. ALL PATIENTS WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE OR DISCHARGE PROCESS. THE AVAILABILITY OF ALL PROGRAMS APPEARS ON BILLING STATEMENTS. EACH BILLING STATEMENT INCLUDES CONSPICUOUS WRITTEN NOTICE WHICH INFORMS THE RECIPIENT ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THE STATEMENT ALSO INCLUDES THE WEBSITE OF WHERE AN INDIVIDUAL CAN OBTAIN COPIES OF THE FAP, APPLICATION AND PLS. ADDITIONALLY, IT INCLUDES THE TELEPHONE NUMBER THAT PATIENTS CAN CALL IF THEY HAVE QUESTIONS REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND THE APPLICATION PROCESS. IN AN EFFORT TO ENSURE THAT THE COMMUNITY SERVICED BY PRINCETON IS AWARE OF THE FINANCIAL ASSISTANCE PROGRAMS AVAILABLE UNDER THIS FAP, PRINCETON HEALTH DISSEMINATES INFORMATION TO THE COMMUNITY THROUGH ITS COMMUNITY EDUCATION DEPARTMENT. -------------------- PART VI, LINE 4 (COMMUNITY INFORMATION) FOR INFORMATION REGARDING THE COMMUNITY BEING SERVED BY PRINCETON HEALTH, PLEASE SEE: HTTPS://WWW.PRINCETONHCS.ORG/COMMUNITY?_GA=2.XXX-XX-XXXX.1738351937.16487578 59-XXX-XX-XXXX.1582304010 -------------------- PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY PRINCETON HEALTH DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) THIS ORGANIZATION IS AN AFFILIATE OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSRY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 116 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. -------------------- PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. THE STATE OF NEW JERSEY DOES NOT REQUIRE HOSPITALS TO ANNUALLY FILE A COMMUNITY BENEFIT REPORT WITH THE STATE OF NEW JERSEY. X X X X false true false false false false false true false AMY REIGNER CHIEF HR OFFICER 192709 0 18942 0 137 0 0 0 20364 0 232152 0 0 0 BARBARA YOST FMR. VP NETWORK DEVELOPMENT 155700 0 76900 0 0 0 0 0 17 0 232617 0 0 0 CAROL NORRIS-SMITH VP PR - MARKETING 209345 0 42416 0 2091 0 0 0 24667 0 278519 0 0 0 CHING-YI LIU VP, FINANCE 208073 0 32431 0 792 0 0 0 26659 0 267955 0 0 0 CRAIG GRONCZEWSKI MD SENIOR VP MEDICAL AFFAIRS 423748 0 87410 0 845 0 0 0 23808 0 535811 0 0 0 DEBORAH CASARELLA FORMER ASSOC. CHIEF INFO. OFF. 0 202152 0 47464 0 786 0 0 0 820 0 251222 0 0 DURGA BODALA PHYSICIAN CARE COORDINATION 272852 0 66370 0 625 0 0 0 19260 0 359107 0 0 0 GUILHERME VALLADARES MBA SVP & CFO - ASST. TREAS. 389615 0 78004 0 1384 0 0 0 22718 0 491721 0 0 0 HYONA REVERE SENIOR VP DEVELOPMENT 289437 0 59399 0 987 0 0 0 24755 0 374578 0 0 0 JAMES G DEMETRIADES PRESIDENT & CEO 514858 0 219383 0 92885 0 79500 0 18168 0 924794 0 0 0 JONATHAN WOO VP MEDICAL AFFAIRS CMO 227811 0 37288 0 488 0 0 0 19648 0 285235 0 0 0 KARYN BOOK VP PAT. SVS & CNO 295269 0 57090 0 580 0 0 0 7157 0 360096 0 0 0 MARGUERITE PEDLEY SENIOR VICE PRESIDENT PHBH 281359 0 54909 0 2911 0 0 0 20519 0 359698 0 0 0 NANCY FLETCHER VP CORP. COMPL. & REG. AFFAIRS 109212 0 0 0 283390 0 0 0 26857 0 419459 0 0 0 PAUL ORTIZ VP BUS. SVC. LINE DEV. 302238 0 77255 0 42459 0 31202 0 21012 0 474166 0 25806 0 PETER THOMAS VP, OUTPATIENT ADMINISTRATION 229769 0 31857 0 2340 0 0 0 22449 0 286415 0 0 0 REINALDINE FLEURY FORMER CHRO & VP HUMAN RESOUR. 0 297578 0 89336 0 685 0 0 0 9070 0 396669 0 0 ROBERT VONDERHEIDE MD TRUSTEE 0 623395 0 270682 0 70153 0 44764 0 17551 0 1026545 0 0 SHEILA G KEMPF FORMER CNO&VP PATIENT SVS 46417 0 69205 0 57771 0 0 0 1893 0 175286 0 0 0 SIDDIQ G FAISAL MD MED. DIR., OCCUPATIONAL HEALTH 329755 0 0 0 665 0 0 0 18223 0 348643 0 0 0 SILKY SHARMA PHYSICIAN CARE COORDINATION 327951 0 49450 0 611 0 0 0 24811 0 402823 0 0 0 STEPHANIE D TIEKU NURSE MANAGER 254772 0 91165 0 455 0 0 0 38770 0 385162 0 0 0 YISRAEL KRAUS VP PHYSICIAN ALIGNMENT 292093 0 58762 0 674 0 0 0 20484 0 372013 0 0 0 KEVIN B MAHONEY CEO - UPHS 0 1801543 0 938400 0 37203 0 0 0 20761 0 2797907 0 0 SCHEDULE J, PART I, QUESTION 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION 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 AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: KEVIN B. MAHONEY - NO DISTRIBUTION JAMES G. DEMETRIADES - NO DISTRIBUTION PAUL ORTIZ - $25,806 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: ROBERT VONDERHEIDE, M.D. - NO DISTRIBUTION -------------------- SCHEDULE J, PART I, QUESTION 7 PROVISION OF NON-FIXED PAYMENTS PRINCETON HEALTH 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. A NJ HEALTH CARE FACILITIES ATHRTY SERIES 2016 ABC 221487148 64579F8G1 2016-01-20 303785061 REFUND SERIES 2010B,C,D; CAP EXP false false false A 48346180 0 303884205 0 0 0 3282231 0 0 2000000 298601974 0 2016 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false true false true false 0 false 0 false true A true ADDITIONAL CUSIP INFORMATION FORM 990, SCHEDULE K, PART I, COLUMN (C) - ROW A THE FOLLOWING ADDITIONAL CUSIP NUMBER RELATES TO THE NEW JERSEY HEALTHCARE FACILITIES AUTHORITY SERIES 2016 A, B, C REVENUE BONDS: 64579F8P1, 64579F7R8, 64579F7S6, 64579F7T4, 64579F7U1, 64579F7V9, 64579F7W7, 64579F7X5, 64579F7Y3, 64579F7Z0, 64579F8A4, 64579F8B2, 64579F8C0, 64579F8D8, 64579F8E6, 64579F8F3, 64579F8H9, 64579F8J5, 64579F8K2, 64579F8L0, 64579F8M8, 64579F8N6 ------------------------ ADDITIONAL DETAIL FOR PROCEEDS OF ISSUE FORM 990, SCHEDULE K, PART II, LINE 3 FOR NJ HEALTH CARE FACILITIES AUTHORITY SERIES A, B, C OF 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $99,144 IN TOTAL INVESTMENT EARNINGS. ------------------------ SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS FORM 990, SCHEDULE K PRINCETON HEALTHCARE SYSTEM HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021 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 UPHS SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PRINCETON HEALTHCARE SYSTEM WAS $205,581 AS OF JUNE 30, 2024. FORM 990, PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THIS ORGANIZATION IS AN AFFILIATE OF PRINCETON HEALTHCARE SYSTEM HOLDING, INC. AND AFFILIATES (COLLECTIVELY "PRINCETON HEALTH"). PRINCETON MEDICAL CENTER IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS). IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. IN FY 2024, UPHS PROVIDED $394.4 MILLION IN CHARITY AND UNDERFUNDED CARE FOR MEDICAID FAMILIES. IN KEEPING WITH ITS CHARITABLE MISSION, PRINCETON HEALTH HAS A ROBUST COMMUNITY WELLNESS PROGRAM. PRINCETON HEALTH'S COMMUNITY-BASED WORK SERVES AS ANOTHER EXAMPLE OF HOW PRINCETON HEALTH IS REDEFINING CARE BY OFFERING A DYNAMIC CURRICULUM OF INNOVATIVE HEALTH- AND LIFESTYLE-RELATED PROGRAMMING, SCREENINGS AND SUPPORT AT LITTLE OR NO COST TO THE COMMUNITIES WE SERVE. PRINCETON HEALTH IS DEDICATED TO PROMOTING HEALTHY LIVING AT EVERY STAGE OF LIFE AND TO ENHANCING QUALITY OF LIFE BY ADDRESSING THE UNIQUE NEEDS OF WOMEN, MEN, SENIORS, CHILDREN, ADOLESCENTS AND DIVERSE POPULATIONS. PROGRAMS ARE DEVELOPED AND FACILITATED BY THE OUTSTANDING PHYSICIANS, NURSES AND HEALTH PROFESSIONALS OF PRINCETON HEALTH. PRINCETON HEALTH ALSO WORK CLOSELY WITH LEADING HEALTH ORGANIZATIONS - THE AMERICAN CANCER SOCIETY, THE AMERICAN HEART ASSOCIATION AMONG OTHERS - TO RAISE FUNDS, HEIGHTEN AWARENESS AND DELIVER COMPREHENSIVE COMMUNITY HEALTH PROGRAMMING. FOLLOWING PLEASE FIND SERVICES AND PROGRAMS COLLECTIVELY BENEFITING THE COMMUNITY AND SERVICE AREA OF PRINCETON HEALTH. THESE SERVICES AND PROGRAMS ARE PARTIALLY OR FULLY SUBSIDIZED BY PENN MEDICINE: - CHILDBIRTH AND FAMILY CARE: PRINCETON HEALTH'S COMPLETE RANGE OF CHILDBIRTH AND FAMILY PROGRAMS ENSURES THAT EXPECTANT AND NEW PARENTS, AS WELL AS EVERY MEMBER OF THE FAMILY, HAVE IMPORTANT INFORMATION AND SUPPORT SO THEY CAN SHARE IN THE JOY OF ONE OF LIFE'S MOST PRECIOUS MOMENTS. PRINCETON HEALTH'S PROGRAMS HELP FAMILIES FEEL FULLY PREPARED TO CARE FOR THEIR NEW BABIES IN THE FIRST YEARS OF LIFE. WE OFFER; CHILDBIRTH PREPARATION AND BIRTHING OPTIONS, BABY CARE; INCLUDING SPECIALTY CLASSES SUCH AS HYPNOBIRTHING, AND MINDFETALNESS; BRIGHT BEGINNINGS; COURSES FOR GRANDPARENTS AND BABYSITTERS; DADDY BOOT CAMP; INFANT MASSAGE; LACTATION SERVICES INCLUDING PRENATAL BREASTFEEDING CLASSES, ALL ABOUT BREAST PUMPS, BREASTFEEDING SUPPORT GROUPS, AND PHONE OUTPATIENT CONSULTATIONS; VIRTUAL MATERNITY UNIT TOURS; PREGNANCY & POSTPARTUM SUPPORT GROUP. NEW CHILDBIRTH PROGRAMS IN 2024 INCLUDED INFANT SAFETY CLASS. - CPR AND FIRST-AID: PRINCETON HEALTH'S EXPERT EDUCATORS TEACH THE LATEST FIRST AID TECHNIQUES AND LIFE-SAVING SKILLS SO THAT YOU CAN PROTECT YOURSELF AND YOUR FAMILY. PRINCETON HEALTH IS AN ACCREDITED AMERICAN HEART ASSOCIATION BASIC LIFE SUPPORT TRAINING CENTER. PRINCETON HEALTH OFFERS PEDIATRIC AND ADULT CPR AND FIRST AID TRAINING, PET CPR AND FIRST AID, HEARTSAVER CPR CERTIFICATION COURSE, AS WELL AS BLS FOR HEALTHCARE PROVIDERS. WE ALSO OFFER STRESS INJURY COURSES AND MENTAL HEALTH FIRST AID TRAININGS ADULT, TEEN-TO-TEEN, YOUTH, OLDER ADULTS, AND FIRE/EMS), RESILIENCY TRAININGS AND STOP THE BLEED AS WELL. IN 2024 WE CONTINUED TO SUPPORT THE AMERICAN HEART ASSOCIATION AT THEIR ANNUAL WALK THIS YEAR, AND PROVIDED EVIDENCE BASED PULMONARY AND CARDIAC WELLNESS LECTURES TO THE COMMUNITY TO BRING AWARENESS AND PREVENTATIVE INFORMATION TO INCREASE THE HEALTH AND WELLBEING OF THE COMMUNITIES WE SERVE. IN 2024, WE ALSO OFFERED OUR ANNUAL FREE CPR MONTH TRAINING TO CONTINUALLY HELP COMMUNITY MEMBERS LEARN LIFESAVING TECHNIQUES. - CANCER CARE AND SCREENINGS: PRINCETON MEDICAL CENTER'S CANCER PROGRAM AND THE COMMUNITY WELLNESS PROGRAM ARE DEDICATED TO OFFERING PATIENTS WITH CANCER AND THEIR LOVED ONES HIGH-QUALITY, INDIVIDUALIZED SERVICES WITH A FOCUS ON PREVENTION, LIVING WITH CANCER, PEER SUPPORT AND MORE. PRINCETON HEALTH OFFERS EDUCATIONAL SEMINARS CONDUCTED BY LEADING PHYSICIANS AND HEALTH PROFESSIONALS, AS WELL AS SUPPORT GROUPS FOR PATIENTS AND THEIR LOVED ONES, AND FREE SCREENINGS AND PREVENTIVE MEASURES FOR COMMUNITY MEMBERS. WE ALSO OFFER REIKI, NUTRITION TIPS FOR BREAST CANCER AND WEEKLY A MINDFUL MOVEMENT CLASS FOR THOSE GOING THROUGH CANCER. - SENIOR SERVICES: PRINCETON HEALTH REGULARLY OFFERS PROGRAMS AT LOCAL SENIOR CENTERS AND ACTIVE ADULT COMMUNITIES, INCLUDING MONROE TOWNSHIP SENIOR CENTER, WEST WINDSOR SENIOR CENTER, SOUTH BRUNSWICK SENIOR CENTER, AND CENTER FOR MONDER AGING PRINCETON (FORMERLY: PRINCETON SENIOR RESOURCE CENTER). IN 2024, WE ALSO PROVIDED PROGRAMS AT ROBBINSVILLE TOWNSHIP SENIOR CENTER AND EAST WINDSOR SENIOR CENTER. - PATIENT AND COMMUNITY SUPPORT GROUPS: PRINCETON HEALTH OFFERS A NUMBER OF SUPPORT GROUPS FOR PATIENTS AND THEIR FAMILIES TO LEARN FROM AND SHARE EXPERIENCES WITH OTHERS. THESE SUPPORT GROUPS INCLUDE: BARIATRIC SURGERY, BREAST CANCER, BREASTFEEDING, DIABETES, HEAD & NECK CANCER, BEREAVEMENT, POST-CANCER TREATMENT, PREGNANCY AND POSTPARTUM, STROKE, UNITE -PERINATAL LOSS BEREAVEMENT, AND WEIGHT LOSS. IN 2024, WE ALSO ADDED TWO NEW GROUPS: SPIRITUALITY GROUP AND FAMILY-GAREGIVERS GROUP FOR ANYONE WITH A CANCER DIAGNOSIS WHO IS LOOKING FOR A DEEPER SPIRITUAL CONNECTION AND MEANING. - HEALTH FAIRS AND SCREENINGS: THROUGH PROACTIVE COMMUNITY HEALTH EDUCATION AND AN ONGOING EFFORT TO INCREASE ACCESS TO FREE OR LOW-COST SCREENINGS, PRINCETON HEALTH IS HELPING TO SAVE LIVES BY CREATING AWARENESS OF THE SIGNS AND SYMPTOMS OF CHRONIC CONDITIONS AND PROMOTING EARLY DETECTION AND TREATMENT. IN 2024, PRINCETON HEALTH OFFERED VISION AND BLOOD PRESSURE SCREENINGS; PROSTATE CANCER SCREENINGS; MEMORY SCREENINGS; PELVIC WELLNESS SCREENINGS; EDUCATIONAL SEMINARS FOR CHILDREN, ADULTS AND SENIORS. IN 2024, WE ALSO BEGAN OFFERING VIRTUAL DEMENTIA TOURS (VDT) WHICH IS AN INTERACTIVE AND EVIDENCE BASED EXPERIENCE DESIGNED TO HELP PARTICIPANTS BETTER EMPATHIZE AND UNDERSTAND THOSE LIVING WITH DEMENTIA. COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRINCETON HEALTH AFFIRMS ITS COMMITMENT TO THE COMMUNITY BY WAY OF A DYNAMIC CURRICULUM AND INNOVATIVE HEALTH AND LIFESTYLE-RELATED SERVICES OFFERED THROUGH ITS COMMUNITY WELLNESS PROGRAM. TO ENSURE THAT THESE ACTIVITIES ARE MEETING THE HEALTH NEEDS IN THE COMMUNITY, PRINCETON HEALTH CONDUCTED A COMPREHENSIVE COMMUNITY NEEDS ASSESSMENT. THE REPORTS PROVIDE AN OVERVIEW OF THE KEY FINDINGS OF THE COMMUNITY HEALTH ASSESSMENT, WHICH EXPLORES A RANGE OF HEALTH BEHAVIORS AND OUTCOMES, SOCIAL AND ECONOMIC ISSUES, HEALTH CARE ACCESS, AND GAPS AND STRENGTHS OF EXISTING RESOURCES AND SERVICES WITH A PRIMARY FOCUS ON PRINCETON HEALTH AS A WHOLE. THE COMMUNITY HEALTH ASSESSMENT UTILIZED A PARTICULARLY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC AND HEALTH INDICATORS IN THE REGION AS WELL AS INFORMATION FROM FOCUS GROUPS CONDUCTED WITH COMMUNITY RESIDENTS, INTERVIEWS WITH COMMUNITY STAKEHOLDERS, AND AN ONLINE SURVEY EXAMINING LARGER EXTERNAL FACTORS THAT AFFECT HEALTH. IN 2024, WE CONTINUED WORKING WITH OUR COMMUNITY HEALTH ADVISORY BOARD TO ASSIST WITH THE RESEARCH, PLANNING AND DEVELOPMENT OF THE 2024 COMMUNITY HEALTH NEEDS ASSESSMENT AND STRATEGIC IMPLEMENTATION PLAN INITIATIVES. ------------------------------ 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 TRUSTEES. ----------------------------- FORM 990, PART VI, SECTION A, LINES 6 & 7 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 JUNE 30, 2024 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 JUNE 30, 2024 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------ FORM 990, PART VI, SECTION B, LINE 11B 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 JUNE 30, 2024 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 JUNE 30, 2024 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 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 DETAIL OF OTHER CHANGES IN NET ASSETS OR FUND BALANCE: CHANGE IN PERMANENTLY RESTRICTED ASSETS $ 11,964 CHANGE IN TEMPORARILY RESTRICTED ASSETS 11,358,615 CHANGE IN NET PERIODIC DB PENSION 583,440 NJ GRANT COLLECTED IN PRIOR YEAR ADJUSTMENT (62,500) OTHER (40,756) ---------- TOTAL OTHER CHANGE IN NET ASSETS $ 11,850,763 ------------------------------ FORM 990 PART IX LINE 11G DESCRIPTION:CORPORATE SERVICES TOTAL FEES:53104641 FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY EMPLOYMENT TOTAL FEES:14799784 FORM 990 PART IX LINE 11G DESCRIPTION:STATE & CITY ASSESSMENTS TOTAL FEES:14217073 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES - MEDICAL TOTAL FEES:9835563 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES - OTHER TOTAL FEES:5734283 FORM 990 PART IX LINE 11G DESCRIPTION:OUTSOURCED LABOR TOTAL FEES:3005597 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES TOTAL FEES:55416097 AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER PA 17601 231352572 HOME HEALTH PA 501(c)(3) 10 LG HEALTH false CARL V S PATTERSON IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH PA 15212 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 PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG 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 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. TRUST PA 501(c)(3) 8 NA false THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER PA 17603 300634510 CARDIOLOGY PA 501(C)(3) 3 LG HEALTH false THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA PA 19104 232929823 MED RESEARCH PA 501(c)(3) 4 NA false TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 231352685 EDUCATION PA 501(c)(3) 2 NA false UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 233021159 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. CLUB PA 501(c)(3) 12, I TRUSTEES false UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA PA 19104 454985731 SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES false UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 305 PHILADELPHIA PA 19104 043574136 RETIRE TRUST PA 501(A) N/A TRUSTEES false UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 232769744 BENEFITS PA 501(c)(3) 12, I TRUSTEES false WISSAHICKON HOSPICE OF UPHS 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 232152662 HOSPICE CARE PA 501(c)(3) 10 TRUSTEES false PENN MEDICINE-PMA 5 ATRIUM 3400 CIVIC CTR BLVD PHILADELPHIA PA 19104 863800365 HEALTHCARE PA 501(C)(3) 10 CCA false PDCP 1740 FUND LP 311 S WACKER DR STE 2620 CHICAGO IL 60601 320472404 INVESTMENT IL NA false CYRUS 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK NY 10022 821211542 INVESTMENT NY NA false CYRUS 1740 MASTER FUND LP 89 NEXUS WAY CAMANA BAY GR CJ KY1-9009 981361754 INVESTMENT CJ NA false DVG 1740 FUND LP ONE FAWCETT PLACE GREENWICH CT 06830 800961539 INVESTMENT CT NA false EAST MARSHALL STREET PARTNERSHIP LP 701 E MARSHALL STREET WEST CHESTER PA 19380 232902742 INVESTMENT PA NA false FERN HILL PARTNERSHIP III LP 701 E MARSHALL STREET WEST CHESTER PA 19380 300409614 RENTAL PA NA false FERN HILL LLC 701 E MARSHALL STREET WEST CHESTER PA 19380 233005147 RENTAL PA NA false GALLOPAVO LP 4215 WEST LOVERS LANE SUITE 100 DALLAS TX 75209 464621967 INVESTMENT TX NA false JOG V C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY AL CA T2P5E9 INVESTMENT CA NA false JOG VI C LIMITED PARTNERSHIP STE 2370 440 2ND AVE SW CALGARY AL CA T2P5E9 INVESTMENT CA NA false KINGSTOWN 1740 FUND LP 167 MADISON AVE ST 205 1033 NEW YORK NY 10016 843119908 INVESTMENT NY NA false LANCASTER PET PARTNERSHIP LLP PO BOX 4216 LANCASTER PA 17604 233102793 MEDICAL SERVICES PA NA false LG HEALTH COMM CARE COLLAB II 555 NORTH DUKE STREET LANCASTER PA 17602 823809581 ACO PA NA false LG HEALTH COMMUNITY CARE COLLABORATIVE 555 NORTH DUKE STREET LANCASTER PA 17602 455542179 ACO PA NA false MRI GROUP LLP PO BOX 4216 LANCASTER PA 17604 331011386 MEDICAL SERVICES PA NA false NEIGHBRHD PRES & DEV FUND LP 240 NEW YORK DR STE 1 FORT WASHINGTON PA 19034 233037919 RENTAL PA NA false OAKLANDS WAY MEDICAL BUILDING ASSOCIATES 701 E MARSHALL STREET WEST CHESTER PA 19380 830490251 RENTAL PA NA false SRP INVESTORS FUND A LP 2001 ROSS AVE SUITE 400 DALLAS TX 75201 611748291 INVESTMENT TX NA false TURK'S HEAD SURGERY CENTER 915 OLD FERN HILL ROAD BLDG B STE WEST CHESTER PA 19380 200184603 MEDICAL SERVICES PA NA false ST-TO RIBBIT OPPORTUNITY V LLC 364 UNIVERSITY AVENUE PALO ALTO CA 94301 841814102 INVESTMENT CA NA false UNIVERSA BLACK SWAN PROTECTION PROTOCOL 2601 S BAYSHORE DR SUITE 2030 MIAMI FL 33133 852143048 INVESTMENT FL NA false AXIS UKA GP LLC 240 NEW YORK DRIVE SUITE 1 FORT WASHINGTON PA 19034 273617178 INVESTMENT PA NA false LIFT REAL ESTATE PARTNERS FUND II LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO CA 94104 844983190 INVESTMENT CA NA false BEXP II (PARALLEL) LP 5914 W COURTYARD DRIVE AUSTIN TX 78730 873188834 INVESTMENT TX NA false FORERUNNER BUILDERS F-G LP ONE LETTERMAN DRIVE BLDG C SUITE SAN FRANCISCO CA 94129 873427543 INVESTMENT CA NA false GCM CARRIAGE SPV LP 250 WEST 55TH STREET 36TH FLOOR NEW YORK NY 10019 872075062 INVESTMENT NY NA false INITIALIZED CBH SPV LLC 464 TEHAMA STREET SAN FRANCISCO CA 94103 871123527 INVESTMENT CA NA false SAILINGSTONE GLOBAL NATURAL RESOURCES 100 WAUGH DRIVE SUITE 600 HOUSTON TX 77007 371770014 INVESTMENT TX N/A false AUSTIN 512 LP 5914 W COURTYARD DRIVE SUITE 340 AUSTIN TX 78730 921329561 INVESTMENT TX NA false BLACKSTONE REAL ESTATE PARTNERS VIITE5 C/O THE BLACKSTONE GROUP 345 PARK A NEW YORK NY 10154 800815880 INVESTMENT NY NA false KEYFRAME 1740 FUND LP 65 E 55TH STREET 35TH FLOOR NEW YORK NY 10022 883210105 INVESTMENT NY NA false LIFT REAL ESTATE PARTNERS FUND III LP 180 SUTTER STREET SUITE 400 SAN FRANCISCO CA 94104 872869560 INVESTMENT CA NA false NEUBERGER BERMAN HEDGED CRYPTOCURRENCY 1290 AVENUE OF THE AMERICAS 22ND F NEW YORK NY 10104 871241085 INVESTMENT NY NA false ARCM 1740 LTD 27 HOSPITAL ROAD GRAND CAYMAN CJ KY1-9008 INVESTMENTS CJ TRUSTEES C-CORP false CYRUS 1740 FUND LTD 89 NEXUS WAY CAMANA BAY GRAND CAYMAN CJ KY1-9009 981361907 INVESTMENTS CJ TRUSTEES LIMITED COMPANY false CLINICAL HEALTH CARE ASSOC OF NJ PC 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232865181 PHYS MGMT PA CCA C-CORP false DELANCEY CORPORATION 800 SPRUCE STREET PHILADELPHIA PA 19106 232060159 RENTAL PA PA HOSPITAL C-CORP false FRANKLIN CASUALTY INSURANCE CO PO BOX 530 BURLINGTON VT 05402 043378984 INSURANCE VT TRUSTEES C-CORP false LANCASTER GENERAL 457 DEFERRED COMP PLAN 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 TRUST PA LG HEALTH TRUST false LANCASTER GENERAL SERVICES INC 555 NORTH DUKE STREET LANCASTER PA 17602 232250128 PROPERTY SVCS PA LG HEALTH C-CORP false NAYA 1740 FUND LTD PO BOX 309 UGLAND HOUSE GRAND CAYMAN CJ KY1-1104 INVESTMENTS CJ TRUSTEES C-CORP false PENN MEDICINE LONDON LIMITED VISTRA STE 2 1ST FLR 10 TEMPL BACK BRISTOL UK BS1 6FL NETWORKING UK UPENN INT'L LIMITED COMPANY false PENN WHARTON CONSULTING (BEIJING) CO LTD UNIT 3106 LEVEL 31 YINTAI OFFICE T CHAOYANG DIST CH 100022 BUS. CONSULTING CH UPENN INT'L C-CORP false PHI PHARMACY INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223467899 INACTIVE NJ PHCS HOLDING C-CORP false PRINCETON HEALTH INC & SUBS ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223450093 MEDICAL NJ PHCS HOLDING C-CORP false QUAKER INSURANCE COMPANY LTD VICTORIA STREET PO BOX HM 1826 VICTORIA HALL HAMILTON BD HM HX 300708282 SELF-INSURANCE BD TRUSTEES C-CORP false THE PAM 1740 FUND LTD PO BOX 309 GEORGE TOWN GRAND CAYMAN CJ KYI-1104 INVESTMENTS CJ TRUSTEES C-CORP false TURK'S HEAD HEALTH SERVICES INC 701 E MARSHALL STREET WEST CHESTER PA 19380 232329753 MEDICAL SERVICES PA CCH&HS C-CORP false UPENN HOSPITALITY INC 3401 WALNUT STREET SUITE 440A PHILADELPHIA PA 19104 233076589 HOTEL/RESTAURANT PA TRUSTEES C-CORP false false false true true true false false false false false true false false true true false true true true PRINCETON HEALTHCARE SYSTEM HOLDING INC S 4581618 FMV SCHEDULE R, PART V PRINCETON HEALTHCARE SYSTEM, A NEW JERSEY NONPROFIT CORPORATION ("PHCS") AND ITS AFFILIATES CONSTITUTE A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. PRINCETON HEALTHCARE SYSTEM HOLDING, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. PHCS ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE SYSTEM IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.