2025-05-14T14:01:52-04:00 2024-06-30 WithumSmithBrown PC 1835 MARKET STREET STE 1710 PHILADELPHIA PA 19103 990 2023-07-01 232829095 THOMAS JEFFERSON UNIVERSITY HOSPITALS INC % RONALD C KELLER CPA THOM 2155038958 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 THOMAS MARCHOZZI ACTING CFO 2159554773 2025-05-15 true true Scott J Mariani P00642486 2155462140 2023 2025-03-06 01:10:19Z DIXIEANNE P JAMES 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 2648134387 false X WWW.JEFFERSONHEALTH.ORG X 1995 PA THE MISSION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. IS TO IMPROVE LIVES. 25 17 9521 900 535685 197817 83442306 37935117 2439022736 2592818924 23771457 6263875 7025880 6533862 2553262379 2643551778 3131786 1083762 0 0 1042204065 1024229780 0 0 5875817 1445515626 1452616821 2490851477 2477930363 62410902 165621415 2554075084 2531282775 1173249011 1095513985 1380826073 1435768790 X THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. WE ARE COMMITTED TO: 1) SETTING THE STANDARD FOR EXCELLENCE IN THE DELIVERY OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE; 2) PROVIDING EXEMPLARY CLINICAL SETTINGS FOR EDUCATING THE HEALTHCARE DELIVERY PROFESSIONALS WHO WILL FORM THE COLLABORATIVE HEALTHCARE DELIVERY TEAM OF TOMORROW; 3) LEADING IN THE INTRODUCTION OF INNOVATIVE METHODOLOGIES FOR HEALTHCARE DELIVERY AND QUALITY IMPROVEMENT. WE ACCOMPLISH OUR MISSION IN PARTNERSHIP WITH THOMAS JEFFERSON UNIVERSITY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 2165274675 1083762 2592818924 EXPENSES INCURRED IN PROVIDING EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 2165274675 true true false true false false false false false true true false true true true false false true false false true false false false false false true true true false true false false false false false false false false true false false false true true true true false false true X 291 0 true 9521 true true true false false false false false false false false false true false X 25 17 true true true false true true true true true false false true true true true true true true true true true PA X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X CHARLES J YEO MD FACS TRUSTEE 55.0 0.0 X 0 1647066 96103 RICHARD J WEBSTER RN MSN FORMER OFFICER 55.0 0.0 X 1160475 0 54243 SANDRA ELAINE BROOKS Former Officer 0.0 0.0 X 783081 0 46412 SHARON M GALUP SVP, PAYER STRATEGY & CONTRACT 55.0 0.0 X 696932 0 74201 PRANAVI SREERAMOJU CHIEF QUALITY OFFICER 55.0 0.0 X 203236 317756 45406 RODNEY BELL MD TRUSTEE 55.0 0.0 X 0 448474 71679 CHRISTOPHER TOMLINSON VP, CLNICAL LAB/PATHOLOGY 55.0 0.0 X 430185 0 56976 ANTHONY J DIMARINO JRMD TRUSTEE 55.0 0.0 X 0 412559 66722 GERALD A ISENBERG MD TRUSTEE - MED STAFF PRES 55.0 0.0 X 0 411651 64849 KRISTEN A VOGL SVP, Operations - TJUH 55.0 0.0 X 404441 0 63246 ALEX KHARITON RTT MBA VP, CANCER SERVICES 55.0 0.0 X 411303 0 52482 JOANNE FLICKO-O'HARA MD TRUSTEE; EX-OFFICIO 55.0 0.0 X X 0 410549 46609 VIJAY M RAO MD FACR TRUSTEE 55.0 0.0 X 0 317576 49458 MARK L ALDERMAN ESQ CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 GEORGE E DEMING VICE CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 JANICE R BELLACE ESQ TRUSTEE 5.0 0.0 X 0 0 0 SALVATORE COGNETTI JR ESQ TRUSTEE 5.0 0.0 X 0 0 0 ROBERT DISTANISLAO TRUSTEE 5.0 0.0 X 0 0 0 KENNETH A GRAHAM TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL J HELLER ESQ TRUSTEE 5.0 0.0 X 0 0 0 HAROLD A HONICKMAN TRUSTEE 5.0 0.0 X 0 0 0 DIXIEANNE P JAMES TRUSTEE - PRESIDENT 55.0 0.0 X X 0 0 0 HYMAN R KAHN MD TRUSTEE 5.0 0.0 X 0 0 0 NAVEEN KAKARLA TRUSTEE 5.0 0.0 X 0 0 0 MATTHEW KILLION MD TRUSTEE 5.0 0.0 X 0 0 0 DAVID O'MALLEY TRUSTEE 5.0 0.0 X 0 0 0 JEFFREY P ORLEANS TRUSTEE 5.0 0.0 X 0 0 0 WILLIAM ROCK TRUSTEE 5.0 0.0 X 0 0 0 JILL SCHULSON ESQ TRUSTEE 5.0 0.0 X 0 0 0 RACHEL SOROKIN MD TRUSTEE 5.0 0.0 X 0 0 0 MANNY STAMATAKIS TRUSTEE 5.0 0.0 X 0 0 0 JUDE TUMA TRUSTEE 5.0 0.0 X 0 0 0 LEONARD I KORMAN TRUSTEE (DECD 8/2023) 5.0 0.0 X 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 0 0 JOHN P MORDACH TREASURER 60.0 0.0 X 0 0 0 4089653 3965631 788386 2368 true true false THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 CORPORATE SVCS 314205120 LF DRISCOLL CO LLC 401 CITY AVENUE SUITE 500 BALA CYNWYD PA 19004 CONSTRUCTION 70568188 ARAMARK PO BOX 7247-0342 PHILADELPHIA PA 191700342 FOOD SVCS/CATERING 8674399 AYA HEALTHCARE INC 5930 CORNERSTONE COURT WEST SUITE SAN DIEGO CA 92121 STAFFING 5662043 DELOITTE PO BOX 844708 DALLAS TX 752844708 CONSULTING 5262304 141 16541635 21393482 364712 37935117 NET PATIENT SERVICE REVENUE 622110 2213292772 2213292772 OTHER HEALTHCARE RELATED REVENUE 622110 376998305 376462620 535685 RENTAL INCOME FROM AFFILIATES 531190 2244768 2244768 TUITION & EDUCATION 611310 283079 283079 2592818924 1045858 1045858 0 0 4229632 2085727 2143905 0 2143905 2143905 7714899 2496882 7714899 -2496882 5218017 5218017 0 0 0 0 0 0 0 0 0 CAFETERIA 722514 3749482 3749482 PARKING 812930 640475 640475 4389957 2643551778 2592283239 535685 12797737 1083762 1083762 0 0 0 0 0 817805336 680469499 132708217 4627620 45753919 37417637 8336282 100350874 82067124 18283750 60319651 49329518 10990133 1978775 1767510 211265 6334164 157385 6176779 628980 5654 623326 242609 242609 0 0 130309598 62978962 67110749 219887 8749033 636685 8111709 639 26668568 19179818 7214556 274194 38189375 4397955 33643279 148141 0 38557791 32277118 6279624 1049 6067471 5374985 590839 101647 0 458475 241540 215344 1591 25545000 24255382 1289618 0 81698257 81626826 71431 50327807 50327807 DRUGS & MEDICAL SUPPLIES 688398669 688398669 PURCHASED SERVICES 150482519 150371645 110874 MA TAX ASSESS/MODERNIZATION 91306484 91306484 CLINICAL & ACADEMIC SUPPORT 56818921 56818921 49854325 44541180 4812096 501049 2477930363 2165274675 306779871 5875817 X 13196506 16278404 0 0 47469864 38640600 284648459 418416374 0 0 0 0 0 0 43938179 49243342 6633891 7750936 2121570902 1546696323 1164663019 574874579 0 0 0 0 767374757 614274535 9000000 9000000 217150409 802804005 2554075084 2531282775 187647497 214185035 0 0 2125847 4146076 0 0 0 0 0 0 15263714 12480898 0 0 968211953 864701976 1173249011 1095513985 X 1242815464 1332807252 138010609 102961538 1380826073 1435768790 2554075084 2531282775 X 165621415 34801979 -145480677 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true true false true 242609 242609 false false SCHEDULE C, PART II-B; LINES 1F, 1G & 1I DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION PAID TWO INDEPENDENT OUTSIDE LOBBYING FIRMS A TOTAL OF $240,247 FOR LOBBYING ON A FEDERAL, STATE AND LOCAL LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS IMPACTING THE HOSPITAL AND ITS PATIENTS AND SURROUNDING COMMUNITY. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO CERTAIN SENIOR MANAGEMENT PERSONNEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTS TO $2,040 DURING THE FISCAL YEAR ENDED JUNE 30, 2024. IN ADDITION, THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, NATIONAL ALLIANCE OF SAFETY - NET HOSPITALS, ASSOCIATION OF AMERICAN MEDICAL COLLEGES AND THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH 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 ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $322 DURING THE FISCAL YEAR ENDED JUNE 30, 2024. 430332040 20577 40775262 38527900 432599979 392163007 30303569 36683738 28818274 430332040 432809927 28777425 -32209979 37214366 392163007 131422886 265497589 62961319 27071867 432809927 135966746 278929 3029953 7852742 131422886 0.92400 0.07600 false true true 28066589 28066589 854773649 539011205 315762444 91764726 57286122 34478604 1098505060 926709498 171795562 48460878 23689498 24771380 574874579 SHORT-TERM INVESTMENTS 69486730 F LONG-TERM INVESTMENTS 541912226 F ASSETS WHOSE USE IS LIMITED 2875579 F 614274535 INSURANCE RECOVERABLE 56133000 DUE FROM AFFILIATES 670616606 ASSETS HELD BY AFFILIATES 12419004 RIGHT OF USE ASSET 63024847 OTHER ASSETS 610548 802804005 0 ACCRUED PROFESSIONAL LIAB. CLAIMS 156701578 ASSET RETIREMENT OBLIGATIONS 2150395 RIGHT OF USE LIABILITY 81994646 TJU OBLIGATED GROUP LIABILITY 578871025 OTHER LIABILITIES 44984332 864701976 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2024, AND JUNE 30, 2023; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,300 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. From time to time, the fair value of assets associated with individual donor-restricted endowment funds may fall below the level that the donor requires TJU to retain as a fund of perpetual duration. Shortfalls of this nature are classified as a reduction of donor-restricted net assets. These shortfalls resulted from unfavorable market fluctuations that occurred shortly after the investment of new contributions to endowment and continued appropriation for certain programs that was deemed prudent by TJU. The historical value of these funds were $38.5 million and $59.1 million as of June 30, 2024 and 2023, respectively. The current value of these funds are $36.3 million and $55.4 million as of June 30, 2024 and 2023, respectively. The Commonwealth of Pennsylvania has not adopted the Uniform Management of Institutional Funds Act (UMIFA) or the Uniform Prudent Management of Institutional Funds Act (UPMIFA). Rather, the Pennsylvania Act governs the investment, use and management of TJU's endowment funds. The Pennsylvania Act allows a nonprofit to elect to appropriate for expenditure an investment policy that seeks the long-term preservation of the real value of the investments. In accordance with the Pennsylvania Act, the objectives of TJU's investment policy is to provide a level of spendable income which is sufficient to meet the current and future budgetary requirements of TJU and which is consistent with the goal of protecting the purchasing power of the investments. In accordance with the Pennsylvania Act, TJU's calculation of spendable income for endowment funds was based on 7% of a calculated three-year average for 2024 and 2023. true Europe (Including Iceland and Greenland) 0 0 Investments 785192 Central America and the Caribbean 0 0 Investments 2024345 0 0 0 0 2809537 2809537 false false false false false false true true X true X true X 500. true true false false 17023514 17023514 0.00690 517203708 345402768 171800940 0.06930 534227222 345402768 188824454 0.07620 3255457 46541 3208916 0.00130 140261287 58166080 82095207 0.03310 65255764 65255764 0.02630 1195587 45334 1150253 0.00050 354721 354721 0.00010 210322816 58257955 152064861 0.06130 744550038 403660723 340889315 0.13750 130754 130754 0.00010 653 653 539387 67250 472137 0.00020 1510 1510 672304 67903 604401 0.00030 true 43533618 13109341 379002120 440147648 -61145528 X true true RIVERVIEW SURGERY CENTER AT THE NAVY YARD LLC SURGICAL SERVICES 0.51 0.39 ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL SPECIALTY HOSPITAL 0.54 0.46 BUCKS CNTY SPECIALTY HOSPITAL REALTY HEALTHCARE SERVICES 0.1789 0.64 5 1 THOMAS JEFFERSON UNIVERSITY HOSPITAL 111 SOUTH 11TH STREET PHILADELPHIA PA 19107 WWW.JEFFERSONHEALTH.ORG 200801 X X X X A 2 JEFFERSON METHODIST HOSPITAL 2301 SOUTH BROAD STREET PHILADELPHIA PA 19148 WWW.JEFFERSONHEALTH.ORG 200801 X X X A 3 JEFFERSON HOSPITAL FOR NEUROSCIENCE 900 WALNUT STREET PHILADELPHIA PA 19107 WWW.JEFFERSONHEALTH.ORG 200801 X X X A 4 ROTHMAN ORTHO SPECIALTY HOSPITAL 3300 TILLMAN DRIVE BENSALEM PA 19020 HTTP://ROTHMANORTHOHOSPITAL.COM 22620101 X X B 5 PHYSICIANS CARE SURGICAL HOSPITAL 454 ENTERPRISE DRIVE ROYERSFORD PA 19468 WWW.PHYCAREHOSPITAL.COM 22630101 X X C TJUH (FACILITY REPORTING GROUP A) 13 false false true X X X X X X X X X 21 true true true true X WWW.JEFFERSONHEALTH.ORG X true 21 true WWW.JEFFERSONHEALTH.ORG false true X 200. 500. X X X X X true true X X X true X WWW.JEFFERSONHEALTH.ORG X WWW.JEFFERSONHEALTH.ORG X WWW.JEFFERSONHEALTH.ORG X X X X X X true X false X X X X true X false false ROSH (FACILITY REPORTING GROUP B) 4 false false true X X X X X X X X X 21 true false false true X HTTP://ROTHMANORTHOHOSPITAL.COM X true 21 true WWW.JEFFERSONHEALTH.ORG false true X 200. 500. X X X X true true X X X true X HTTP://ROTHMANORTHOHOSPITAL.COM X WWW.JEFFERSONHEALTH.ORG X ROTHMANORTHOHOSPITAL.COM X X X X X X true X false X X X true X false false PHYCARE (FACILITY REPORTING GROUP C) 5 false false true X X X X X X X X X 21 true true false true X WWW.MAINLINEHEALTH.ORG X true 21 true WWW.MAINLINEHEALTH.ORG false true 200. 500. X X X true true X X X true X WWW.PHYCAREHOSPITAL.COM X WWW.PHYCAREHOSPITAL.COM X WWW.PHYCAREHOSPITAL.COM X X X X X X true X false X X X true false false SCHEDULE H, PART V, SECTION B; LINE 5 TJUH - FACILITY REPORTING GROUP A ================================= FOR THE 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT ("RCHNA"), THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE FACE OF THE COVID-19 PANDEMIC AND ITS CASCADING IMPACTS. IN RESPONSE TO THE CRISES OF THE PAST SEVERAL YEARS, THE 2022 RCHNA IS EXPLICITLY GROUNDED IN AN APPROACH THAT SEEKS TO ADVANCE HEALTH EQUITY AND AUTHENTIC COMMUNITY ENGAGEMENT. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS. FOR ALL DISCUSSIONS HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL 5 COUNTIES. 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE. ROSH - FACILITY REPORTING GROUP B ================================= FOR THE 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT ("RCHNA"), THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL ("ROSH") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE FACE OF THE COVID-19 PANDEMIC AND ITS CASCADING IMPACTS. IN RESPONSE TO THE CRISES OF THE PAST SEVERAL YEARS, THE 2022 RCHNA IS EXPLICITLY GROUNDED IN AN APPROACH THAT SEEKS TO ADVANCE HEALTH EQUITY AND AUTHENTIC COMMUNITY ENGAGEMENT. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS. FOR ALL DISCUSSIONS HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL 5 COUNTIES. 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYCARE WAS INADVERTENTLY OMITTED FROM THE SOUTHEASTERN PENNSYLVANIA 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT ("RCHNA"). THE RCHNA IS CURRENTLY BEING REVISED TO INCLUDE PHYCARE. FOR THE 2022 RCHNA, THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END PHYCARE PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE FACE OF THE COVID-19 PANDEMIC AND ITS CASCADING IMPACTS. IN RESPONSE TO THE CRISES OF THE PAST SEVERAL YEARS, THE 2022 RCHNA IS EXPLICITLY GROUNDED IN AN APPROACH THAT SEEKS TO ADVANCE HEALTH EQUITY AND AUTHENTIC COMMUNITY ENGAGEMENT. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS. FOR ALL DISCUSSIONS HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL 5 COUNTIES. 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE. SCHEDULE H, PART V, SECTION B; LINES 6A & 6B JUH - FACILITY REPORTING GROUP A ================================ TJUH PARTICIPATED IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH), PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF). THE PROJECT TEAM DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. AS PART OF INTEGRATION, THE COMMUNITY HEALTH AND COMMUNITY BENEFIT LEADERS OF JHNE WORKED COLLABORATIVELY WITH COLLEAGUES AND REPRESENTATIVES OF OTHER HOSPITALS AND HEALTH SYSTEMS IN THE REGION. COACH, A REGIONAL COLLABORATIVE: (COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH, SOUTHEASTERN PA). PARTICIPATING HOSPITALS INCLUDED: AN INITIATIVE SPONSORED BY THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA [HAP] TO BRING TOGETHER HOSPITALS, PUBLIC HEALTH, AND COMMUNITY PARTNERS TO ADDRESS COMMUNITY HEALTH ISSUES IN SOUTHEASTERN, PENNSYLVANIA. PARTNERING HEALTH SYSTEMS AND HOSPITALS: - CHILDREN'S HOSPITAL OF PHILADELPHIA AND MIDDLEMAN FAMILY PAVILION AT CHOP, KING OF PRUSSIA, PA - DOYLESTOWN HEALTH: DOYLESTOWN HOSPITAL - GRAND VIEW HEALTH: GRAND VIEW HOSPITAL - JEFFERSON HEALTH: EINSTEIN MEDICAL CENTER ELKINS PARK; EINSTEIN MEDICAL CENTER MONTGOMERY; EINSTEIN MEDICAL CENTER PHILADELPHIA; JEFFERSON ABINGTON HOSPITAL; - JEFFERSON BUCKS HOSPITAL; JEFFERSON FRANKFORD HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE; JEFFERSON LANSDALE HOSPITAL; JEFFERSON METHODIST HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; MAGEE REHABILITATION HOSPITAL; MOSS REHAB; ROTHMAN ORTHOPEDIC SPECIALTY HOSPITAL AND THOMAS JEFFERSON UNIVERSITY HOSPITAL - MAIN LINE HEALTH: BRYN MAWR HOSPITAL; BRYN MAWR REHABILITATION HOSPITAL; LANKENAU MEDICAL CENTER; PAOLI HOSPITAL; RIDDLE HOSPITAL - PENN MEDICINE: CHESTER COUNTY HOSPITAL; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE; PENN PRESBYTERIAN MEDICAL CENTER AND PENNSYLVANIA HOSPITAL - REDEEMER HEALTH: HOLY REDEEMER HOSPITAL - TEMPLE UNIVERSITY HEALTH SYSTEM: FOX CHASE CANCER CENTER; TEMPLE UNIVERSITY HOSPITAL; TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL CAMPUS; TEMPLE UNIVERSITY HOSPITAL - JEANES CAMPUS AND TEMPLE UNIVERSITY HOSPITAL - NORTHEASTERN CAMPUS - TRINITY HEALTH MID-ATLANTIC: MERCY CATHOLIC MEDICAL CENTER; MERCY FITZGERALD HOSPITAL CAMPUS; NAZARETH HOSPITAL; ST. MARY MEDICAL CENTER AND ST. MARY REHABILITATION HOSPITAL TJUH COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT [RCHNA]. TJUH COLLABORATED WITH AND RECEIVED SUPPORT DURING THE CHNA PROCESS FROM: - CHESTER COUNTY HEALTH DEPARTMENT; - DELAWARE COUNTY HEALTH DEPARTMENT; - HEALTH CARE IMPROVEMENT FOUNDATION; - MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH; - PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS; AND - PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH. ROSH - FACILITY REPORTING GROUP B ================================= ROSH PARTICIPATED IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH), PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF). THE PROJECT TEAM DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. AS PART OF INTEGRATION, THE COMMUNITY HEALTH AND COMMUNITY BENEFIT LEADERS OF JHNE WORKED COLLABORATIVELY WITH COLLEAGUES AND REPRESENTATIVES OF OTHER HOSPITALS AND HEALTH SYSTEMS IN THE REGION. COACH, A REGIONAL COLLABORATIVE: (COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH, SOUTHEASTERN PA). PARTICIPATING HOSPITALS INCLUDED: AN INITIATIVE SPONSORED BY THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA [HAP] TO BRING TOGETHER HOSPITALS, PUBLIC HEALTH, AND COMMUNITY PARTNERS TO ADDRESS COMMUNITY HEALTH ISSUES IN SOUTHEASTERN, PENNSYLVANIA. PARTNERING HEALTH SYSTEMS AND HOSPITALS: - CHILDREN'S HOSPITAL OF PHILADELPHIA AND MIDDLEMAN FAMILY PAVILION AT CHOP, KING OF PRUSSIA, PA - DOYLESTOWN HEALTH: DOYLESTOWN HOSPITAL - GRAND VIEW HEALTH: GRAND VIEW HOSPITAL - JEFFERSON HEALTH: EINSTEIN MEDICAL CENTER ELKINS PARK; EINSTEIN MEDICAL CENTER MONTGOMERY; EINSTEIN MEDICAL CENTER PHILADELPHIA; JEFFERSON ABINGTON HOSPITAL; - JEFFERSON BUCKS HOSPITAL; JEFFERSON FRANKFORD HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE; JEFFERSON LANSDALE HOSPITAL; JEFFERSON METHODIST HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; MAGEE REHABILITATION HOSPITAL; MOSS REHAB; ROTHMAN ORTHOPEDIC SPECIALTY HOSPITAL AND THOMAS JEFFERSON UNIVERSITY HOSPITAL - MAIN LINE HEALTH: BRYN MAWR HOSPITAL; BRYN MAWR REHABILITATION HOSPITAL; LANKENAU MEDICAL CENTER; PAOLI HOSPITAL; RIDDLE HOSPITAL - PENN MEDICINE: CHESTER COUNTY HOSPITAL; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE; PENN PRESBYTERIAN MEDICAL CENTER AND PENNSYLVANIA HOSPITAL - REDEEMER HEALTH: HOLY REDEEMER HOSPITAL - TEMPLE UNIVERSITY HEALTH SYSTEM: FOX CHASE CANCER CENTER; TEMPLE UNIVERSITY HOSPITAL; TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL CAMPUS; TEMPLE UNIVERSITY HOSPITAL - JEANES CAMPUS AND TEMPLE UNIVERSITY HOSPITAL - NORTHEASTERN CAMPUS - TRINITY HEALTH MID-ATLANTIC: MERCY CATHOLIC MEDICAL CENTER; MERCY FITZGERALD HOSPITAL CAMPUS; NAZARETH HOSPITAL; ST. MARY MEDICAL CENTER AND ST. MARY REHABILITATION HOSPITAL ROSH COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT [RCHNA]. ROSH COLLABORATED WITH AND RECEIVED SUPPORT DURING THE CHNA PROCESS FROM: - CHESTER COUNTY HEALTH DEPARTMENT; - DELAWARE COUNTY HEALTH DEPARTMENT; - HEALTH CARE IMPROVEMENT FOUNDATION; - MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH; - PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS; AND - PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYCARE PARTICIPATED IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH), PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF). THE PROJECT TEAM DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. AS PART OF INTEGRATION, THE COMMUNITY HEALTH AND COMMUNITY BENEFIT LEADERS OF JHNE WORKED COLLABORATIVELY WITH COLLEAGUES AND REPRESENTATIVES OF OTHER HOSPITALS AND HEALTH SYSTEMS IN THE REGION. COACH, A REGIONAL COLLABORATIVE: (COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH, SOUTHEASTERN PA). PARTICIPATING HOSPITALS INCLUDED: AN INITIATIVE SPONSORED BY THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA [HAP] TO BRING TOGETHER HOSPITALS, PUBLIC HEALTH, AND COMMUNITY PARTNERS TO ADDRESS COMMUNITY HEALTH ISSUES IN SOUTHEASTERN, PENNSYLVANIA. PARTNERING HEALTH SYSTEMS AND HOSPITALS: - CHILDREN'S HOSPITAL OF PHILADELPHIA AND MIDDLEMAN FAMILY PAVILION AT CHOP, KING OF PRUSSIA, PA - DOYLESTOWN HEALTH: DOYLESTOWN HOSPITAL - GRAND VIEW HEALTH: GRAND VIEW HOSPITAL - JEFFERSON HEALTH: EINSTEIN MEDICAL CENTER ELKINS PARK; EINSTEIN MEDICAL CENTER MONTGOMERY; EINSTEIN MEDICAL CENTER PHILADELPHIA; JEFFERSON ABINGTON HOSPITAL; - JEFFERSON BUCKS HOSPITAL; JEFFERSON FRANKFORD HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE; JEFFERSON LANSDALE HOSPITAL; JEFFERSON METHODIST HOSPITAL SCHEDULE H, PART V, SECTION B; LINE 7A TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE 2022 RCHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT ROSH - FACILITY REPORTING GROUP B ================================= THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE ORGANIZATION. THE 2022 RCHNA CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/COMMUNITY-HEALTH/ PHYCARE - FACILITY REPORTING GROUP C ==================================== THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7B, IS THE HOME PAGE FOR MAIN LINE HEALTH. THE 2022 RCHNA CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: HTTPS://WWW.MAINLINEHEALTH.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT SCHEDULE H, PART V, SECTION B; LINE 10 TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT ROSH - FACILITY REPORTING GROUP B ================================= THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7B, IS THE HOME PAGE FOR JEFFERSON HEALTH. ROSH'S COMMUNITY HEALTH IMPLEMENTATION PLAN CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE JEFFERSON HEALTH WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT PHYCARE - FACILITY REPORTING GROUP C ==================================== THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7B, IS THE HOME PAGE FOR MAIN LINE HEALTH. THE COMMUNITY HEALTH IMPLEMENTATION PLAN CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: WWW.MAINLINEHEALTH.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT SCHEDULE H, PART V, SECTION B; LINE 11 TJUH - FACILITY REPORTING GROUP A ================================= IN FY24, JEFFERSON HEALTH REMAINED FOCUSED ON THE PRIORITIES ESTABLISHED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED IN THE 2022 REGIONAL CHNA ("RCHNA"), JEFFERSON HEALTH CONVENED ACTION TEAMS CONSISTING OF KEY COMMUNITY STAKEHOLDERS AND ENTERPRISE ADMINISTRATIVE AND CLINICAL LEADERS TO DEVELOP AND IMPLEMENT GOALS AND ACTION PLANS OR IMPLEMENTATION PLANS. LEADERS OF THESE TEAMS WILL REPORT ON PROGRESS ON A QUARTERLY BASIS. AFTER THE COMPLETION OF THE RCHNA, A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: - SIZE OF HEALTH PROBLEM - IMPORTANCE TO COMMUNITY - CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS - ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION - AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS THE COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: 1) MENTAL HEALTH CONDITIONS 2) ACCESS TO CARE (PRIMARY & SPECIALTY) 3) CHRONIC DISEASE PREVENTION & MANAGEMENT 4) SUBSTANCE ABUSE AND RELATED DISORDERS 5) HEALTHCARE & HEALTH RESOURCES NAVIGATION 6) RACISM & DISCRIMINATION IN HEALTHCARE 7) FOOD ACCESS 8) CULTURALLY & LINGUISTICALLY APPROPRIATE SERVICES 9) COMMUNITY VIOLENCE 10) HOUSING 11) SOCIOECONOMIC DISADVANTAGE 12) NEIGHBORHOOD CONDITIONS BASED ON ITS PRIMARY SERVICE AREAS, THE ENTERPRISE CREATED FIVE COMMUNITY HEALTH IMPLEMENTATION PLANS ("CHIP") WHICH INCLUDE ALL OF THE ENTERPRISE'S HOSPITAL FACILITIES: - CENTER CITY CHIP (THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE REHABILITATION HOSPITAL, JEFFERSON METHODIST HOSPITAL); - ABINGTON CHIP (JEFFERSON ABINGTON HOSPITAL, JEFFERSON LANSDALE HOSPITAL); - NORTHEAST CHIP (JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL); - NEW JERSEY CHIP (JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL); AND - EINSTEIN CHIP (EINSTEIN MEDICAL CENTER PHILADELPHIA AND EINSTEIN MEDICAL CENTER ELKINS PARK). JEFFERSON HEALTH CONTINUED TO REMAIN FOCUSED ON THE PLANS SET OUT IN THE CHIPS IN FY24. THE ENTERPRISE CHIP'S WERE DEVELOPED IN COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS, ADMINISTRATIVE AND CLINICAL LEADERS. EACH PLAN IS REVIEWED ANNUALLY AND REVISED BASED ON CHANGING COMMUNITY NEEDS, BEST PRACTICES AND SHORT-TERM/INTERMEDIATE OUTCOMES. JEFFERSON HEALTH CONTINUES TO ADDRESS THE FOLLOWING NEEDS IDENTIFIED WITHIN THE RCHNA: 1) MENTAL HEALTH CONDITIONS; 2) ACCESS TO CARE; 3) CHRONIC DISEASE PREVENTION & MANAGEMENT; 4) SUBSTANCE ABUSE AND RELATED DISORDERS; AND 5) HEALTHCARE AND HEALTH RESOURCES NAVIGATION. USING A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED, EACH CHIP PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTPUTS/IMPACT MEASURES, AND POTENTIAL PARTNERS. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, STATE, AND COUNTY HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE JOINT COMMISSION, THE AMERICAN HEART ASSOCIATION, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. IN ADDITION, THE FOLLOWING TWO IDENTIFIED PRIORITIES ARE ADDRESSED WITHIN NORMAL HOSPITAL OPERATIONS: LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES AND RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS. IN FY24, THE FOLLOWING FOUR PRIORITIES WILL NOT BE ADDRESSED SPECIFICALLY BY EACH HOSPITAL BUT ARE ADDRESSED THROUGH WORK WITH LOCAL AND REGIONAL COLLABORATIVES AND REFERRALS TO COMMUNITY OR GOVERNMENT RESOURCES: COMMUNITY VIOLENCE; HOUSING; SOCIOECONOMIC DISADVANTAGE (E.G. POVERTY, UNEMPLOYMENT); NEIGHBORHOOD CONDITIONS (E.G. BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.). IN ADDITION, THE ORGANIZATION'S HEALTH PROFESSIONALS COLLABORATE WITH JEFFERSON COLLEAGUES TO IMPROVE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST AND PROMISING PRACTICES ARE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. COMMUNITY BENEFIT LEADERS WILL CONTINUE TO MONITOR THE CHANGING LANDSCAPE AND REQUIREMENTS INITIATED THROUGH FUTURE HEALTH REFORM AND THE IRS INCLUDING FINANCIAL ASSISTANCE REQUIREMENTS. THE JEFFERSON HEALTH CHIP'S ARE POSTED ON THE ENTERPRISE'S WEBSITE AND AVAILABLE FREE OF CHARGE. PLEASE REFER TO THE FOLLOWING URL FOR ADDITIONAL INFORMATION: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT ROSH - FACILITY REPORTING GROUP B ================================= IN FY24, JEFFERSON HEALTH REMAINED FOCUSED ON THE PRIORITIES ESTABLISHED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED IN THE 2022 REGIONAL CHNA ("RCHNA"), JEFFERSON HEALTH CONVENED ACTION TEAMS CONSISTING OF KEY COMMUNITY STAKEHOLDERS AND ENTERPRISE ADMINISTRATIVE AND CLINICAL LEADERS TO DEVELOP AND IMPLEMENT GOALS AND ACTION PLANS OR IMPLEMENTATION PLANS. LEADERS OF THESE TEAMS WILL REPORT ON PROGRESS ON A QUARTERLY BASIS. AFTER THE COMPLETION OF THE RCHNA, A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: - SIZE OF HEALTH PROBLEM - IMPORTANCE TO COMMUNITY - CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS - ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION - AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS THE COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: 1) MENTAL HEALTH CONDITIONS 2) ACCESS TO CARE (PRIMARY & SPECIALTY) 3) CHRONIC DISEASE PREVENTION & MANAGEMENT 4) SUBSTANCE ABUSE AND RELATED DISORDERS 5) HEALTHCARE & HEALTH RESOURCES NAVIGATION 6) RACISM & DISCRIMINATION IN HEALTHCARE 7) FOOD ACCESS 8) CULTURALLY & LINGUISTICALLY APPROPRIATE SERVICES 9) COMMUNITY VIOLENCE 10) HOUSING 11) SOCIOECONOMIC DISADVANTAGE 12) NEIGHBORHOOD CONDITIONS BASED ON ITS PRIMARY SERVICE AREAS, THE ENTERPRISE CREATED FIVE COMMUNITY HEALTH IMPLEMENTATION PLANS ("CHIP") WHICH INCLUDE ALL OF THE ENTERPRISE'S HOSPITAL FACILITIES: - CENTER CITY CHIP (THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE REHABILITATION HOSPITAL, JEFFERSON METHODIST HOSPITAL); - ABINGTON CHIP (JEFFERSON ABINGTON HOSPITAL, JEFFERSON LANSDALE HOSPITAL); - NORTHEAST CHIP (JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL); - NEW JERSEY CHIP (JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL); AND - EINSTEIN CHIP (EINSTEIN MEDICAL CENTER PHILADELPHIA AND EINSTEIN MEDICAL CENTER ELKINS PARK). JEFFERSON HEALTH CONTINUED TO REMAIN FOCUSED ON THE PLANS SET OUT IN THE CHIPS IN FY24. THE ENTERPRISE CHIP'S WERE DEVELOPED IN COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS, ADMINISTRATIVE AND CLINICAL LEADERS. EACH PLAN IS REVIEWED ANNUALLY AND REVISED BASED ON CHANGING COMMUNITY NEEDS, BEST PRACTICES AND SHORT-TERM/INTERMEDIATE OUTCOMES. JEFFERSON HEALTH CONTINUES TO ADDRESS THE FOLLOWING NEEDS IDENTIFIED WITHIN THE RCHNA: 1) MENTAL HEALTH CONDITIONS; 2) ACCESS TO CARE; 3) CHRONIC DISEASE PREVENTION & MANAGEMENT; 4) SUBSTANCE ABUSE AND RELATED DISORDERS; AND 5) HEALTHCARE AND HEALTH RESOURCES NAVIGATION. USING A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED, EACH CHIP PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTPUTS/IMPACT MEASURES, AND POTENTIAL PARTNERS. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, STATE, AND COUNTY HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE JOINT COMMISSION, THE AMERICAN HEART ASSOCIATION, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. IN ADDITION, THE FOLLOWING TWO IDENTIFIED PRIORITIES ARE ADDRESSED WITHIN NORMAL HOSPITAL OPERATIONS: LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES AND RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS. IN FY24, THE FOLLOWING FOUR PRIORITIES WILL NOT BE ADDRESSED SPECIFICALLY BY EACH HOSPITAL BUT ARE ADDRESSED SCHEDULE H, PART V, SECTION B; LINE 16 TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE ROSH - FACILITY REPORTING GROUP B ================================= DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PHYCARE - FACILITY REPORTING GROUP C ==================================== DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML SCHEDULE H, PART V, SECTION B; LINE 21 ROSH - FACILITY REPORTING GROUP B ================================= ROSH IS A SPECIALTY HOSPITAL FACILITY AND DOES NOT HAVE A DEDICATED EMERGENCY DEPARTMENT, NOR DOES IT HAVE SPECIALIZED CAPABILITIES THAT WOULD MAKE IT APPROPRIATE TO ACCEPT TRANSFERS OF INDIVIDUALS WHO NEED STABILIZING TREATMENT FOR AN EMERGENCY MEDICAL CONDITION. HOWEVER, ROSH HAS ESTABLISHED A WRITTEN EMERGENCY MEDICAL CARE POLICY THAT ADDRESSES HOW IT APPRAISES EMERGENCIES, PROVIDES INITIAL TREATMENT, AND REFERS OR TRANSFERS AN INDIVIDUAL TO ANOTHER FACILITY, WHEN APPROPRIATE, IN A MANNER THAT COMPLIES WITH THE FEDERAL EMERGENCY MEDICAL TREATMENT AND LABOR ACT ("EMTALA") REGULATIONS. ADDITIONALLY, PATIENTS SEEKING EMERGENCY CARE AT ROSH ARE NOT SUBJECT TO FINANCIAL SCREENING PRIOR TO RECEIVING CARE. PATIENTS WILL NOT BE SUBJECT TO DEBT COLLECTION ACTIVITIES THAT WOULD INTERFERE WITH EMERGENCY MEDICAL CARE. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL OR IMMIGRATION STATUS, SEXUAL ORIENTATION, OR RELIGIOUS AFFILIATION. ROSH SHALL OPERATE IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL REQUIREMENTS FOR THE PROVISION OF HEALTH SERVICES, INCLUDING SCREENING AND TRANSFER REQUIREMENTS UNDER EMTALA. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYCARE IS A SURGICAL HOSPITAL THAT PROVIDES SPECIALIZED SURGICAL PROCEDURES AND DOES NOT HAVE A DEDICATED EMERGENCY DEPARTMENT, NOR DOES IT HAVE SPECIALIZED CAPABILITIES THAT WOULD MAKE IT APPROPRIATE TO ACCEPT TRANSFERS OF INDIVIDUALS WHO NEED STABILIZING TREATMENT FOR AN EMERGENCY MEDICAL CONDITION. HOWEVER, PHYCARE HAS ESTABLISHED A WRITTEN EMERGENCY MEDICAL CARE POLICY THAT ADDRESSES HOW IT APPRAISES EMERGENCIES, PROVIDES INITIAL TREATMENT, AND REFERS OR TRANSFERS AN INDIVIDUAL TO ANOTHER FACILITY, WHEN APPROPRIATE, IN A MANNER THAT COMPLIES WITH THE FEDERAL EMERGENCY MEDICAL TREATMENT AND LABOR ACT ("EMTALA") REGULATIONS. ADDITIONALLY, PATIENTS SEEKING EMERGENCY CARE AT PHYCARE ARE NOT SUBJECT TO FINANCIAL SCREENING PRIOR TO RECEIVING CARE. PATIENTS WILL NOT BE SUBJECT TO DEBT COLLECTION ACTIVITIES THAT WOULD INTERFERE WITH EMERGENCY MEDICAL CARE. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL OR IMMIGRATION STATUS, SEXUAL ORIENTATION, OR RELIGIOUS AFFILIATION. ROSH SHALL OPERATE IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL REQUIREMENTS FOR THE PROVISION OF HEALTH SERVICES, INCLUDING SCREENING AND TRANSFER REQUIREMENTS UNDER EMTALA. SCHEDULE H, PART V, SECTION B; LINE 22 PHYCARE - FACILITY REPORTING GROUP C ==================================== ACCORDING TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, PATIENTS WHO ARE UNINSURED OR UNDERINSURED FOR A MEDICALLY NECESSARY SERVICE, OR WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOME LESS THAN 200% OF THE FEDERAL POVERTY GUIDELINES ARE ELIGIBLE FOR 100% CHARITY CARE (FINANCIAL ASSISTANCE). SINCE THE ORGANIZATION PROVIDES FULL FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY, FAP-ELIGIBLE INDIVIDUALS RECEIVE A FULL WRITE-OFF. BECAUSE THE ORGANIZATION ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, THE ORGANIZATION DOES NOT CALCULATE AMOUNTS GENERALLY BILLED. 54 ANGIOPLASTY & VASCULAR CENTER 111 SOUTH 11TH STREET SUITE 6210 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - ANGIOPLASTY ASPLUNDH CANCER PAVILION 3941 COMMERCE AVENUE WILLOW GROVE PA 19090 OUTPATIENT SERVICES - ONCOLOGY SERVICES BRIND-MARCUS CENTER OF INTEGRATIVE MED 789 EAST LANCASTER AVENUE VILLANOVA PA 19085 OUTPATIENT SERVICES - INTEGRATIVE MEDICINE HYPERBARIC AT METHODIST 1300 WOLF STREET 1ST FLOOR PHILADELPHIA PA 19147 OUTPATIENT SERVICES - OXYGEN THERAPY INFUSION CENTER 1101 Chestnut Street 12th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - INFUSION SERVICES INFUSION CENTER AT JHN 900 WALNUT STREET 2ND FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - INFUSION SERVICES INFUSION CENTER AT METHODIST 1300 WOLF STREET PHILADELPHIA PA 19147 OUTPATIENT SERVICES - INFUSION SERVICES JEFFERSON AUDIOLOGY 3 CRESCENT DRIVE 1ST FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - AUDIOLOGY SERVICES JEFFERSON BALANCE AND HEARING CENTER 925 CHESTNUT STREET 6TH FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - HEARING & BALANCE SERVICES JEFFERSON DERMATOLOGY 33 S 9th Street Suite 740 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - DERMATOLOGY SERVICES JEFFERSON DIGESTIVE HEALTH INSTITUTE 1101 Chestnut Street 8th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - GASTROENTEROLOGY JEFFERSON ENDOCRINOLOGY 211 S 9TH STREET WALNUT TOWERS ST PHILADELPHIA PA 19107 OUTPATIENT SERVICES - ENDOCRINOLOGY SERVICES JEFFERSON ENDOCRINOLOGY AT METHODIST 2301 SOUTH BROAD STREET SUITE 106 PHILADELPHIA PA 19148 OUTPATIENT SERVICES - ENDOCRINOLOGY SERVICES JEFFERSON FAMILY MEDICINE 33 S 9th Street Suite 740 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PRIMARY CARE JEFFERSON GASTROENTEROLOGY 3 CRESCENT DRIVE 2ND FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - GASTROENTEROLOGY JEFFERSON GASTROENTEROLOGYHEPATOLOGY 1300 WOLF STREET 1ST FLOOR PHILADELPHIA PA 19148 OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY JEFFERSON GASTROENTEROLOGYHEPATOLOGY 132 SOUTH 10TH STREET 4TH 5TH FL PHILADELPHIA PA 19107 OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY JEFFERSON HEMATOLOGY 1101 Chestnut Street 8th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - HEMATOLOGY SERVICES JEFFERSON HOSPITAL AMBULATORY PRACTICE 33 S 9th Street Suite 740 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - AMBULATORY SERVICES JEFFERSON IMAGING CENTER 909 WALNUT STREET 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING JEFFERSON INFECTIOUS DISEASE 1101 Chestnut Street 11th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - VARIOUS JEFFERSON INTERNAL MEDICINE 33 S 9th Street Suite 701 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - INTERNAL MEDICINE JEFFERSON MEDICAL ONCOLOGY 1300 WOLF STREET 3RD FLOOR PHILADELPHIA PA 19148 OUTPATIENT SERVICES - ONCOLOGY SERVICES JEFFERSON METHODIST CARDIAC REHAB 2422-24 SOUTH BROAD STREET PHILADELPHIA PA 19148 OUTPATIENT SERVICES - PHYSICIAN THERAPY & CARDIAC JEFFERSON NEPHROLOGY 1101 Chestnut Street 11th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - NEPHROLOGY SERVICES JEFFERSON NEUROLOGYNEUROSURGERY 3 CRESCENT DRIVE 3RD FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - NEUROLOGY SERVICES JEFFERSON NEUROSCIENCE (MS & Headache) 900 WALNUT STREET SUITE 200 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - NEUROSCIENCE SERVICES JEFFERSON OBGYN 833 CHESTNUT STREET 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - WOMEN'S HEALTH SERVICES JEFFERSON OBGYN 3 CRESCENT DRIVE 2ND FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - WOMEN'S HEALTH SERVICES JEFFERSON OTOLARYNGOLOGY 1101 Chestnut Street 16th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - OTOLARYNGOLOGY SERVICES JEFFERSON OUTPATIENT PEDIATRIC REHAB CTR 25 S 9th Street Ground FlOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PHYSICAL THERAPY JEFFERSON OUTPATIENT REHAB MEDICINE 25 SOUTH 9TH STREET PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PHYSICAL THERAPY JEFFERSON PAIN MANAGEMENT 3 CRESCENT DRIVE 3RD FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - PAIN MANAGEMENT JEFFERSON PHYSICAL MEDICINE & REHAB 3 CRESCENT DRIVE 3RD FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - REHABILITATION SERVICES JEFFERSON PRIMARY CARE 3 CRESCENT DRIVE 2ND FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - PRIMARY CARE JEFFERSON REHABILITATION 3 CRESCENT DRIVE 1ST FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - REHABILITATION SERVICES JEFFERSON REHABILITATION 3 CRESCENT DRIVE 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - RHEUMATOLOGY SERVICES JEFFERSON RHEUMATOLOGY 1101 Chestnut Street 11th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - RHEUMATOLOGY SERVICES JEFFERSON SOLIS MAMMOGRAPHY SERVICES 1101 Chestnut Street 4th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - ONCOLOGY SERVICES JEFFERSON SURGERY 1101 Chestnut Street 8th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - SURGICAL SERVICES JEFFERSON SURGICAL CENTER 1101 Chestnut Street 5th-7th FL PHILADELPHIA PA 19107 OUTPATIENT SERVICES - SURGICAL SERVICES JEFFERSON TRANSITIONS CLINIC 3 CRESCENT DRIVE PHILADELPHIA PA 19112 OUTPATIENT SERVICES - CLINIC Jefferson Transplant Institute 1101 Chestnut Street 4th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - TRANSPLANT SERVICES JEFFERSON UROLOGY 1101 Chestnut Street 11th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - UROLOGY SERVICES JEFFERSON-HONICKMAN IMAGING CENTER 1101 Chestnut Street 4th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING JEFFFIT NORTH PHILADELPHIA WELLNESS CTR 2144 CECIL B MOORE AVENUE PHILADELPHIA PA 19121 OUTPATIENT SERVICES - WELLNESS SERVICES KORMAN RESPIRATORY INSTITUTE - JH 1101 Chestnut Street 17th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - RESPIRATORY SERVICES MEADOWBROOK NEUROLOGY & INFUSION CTR 3501 MASONS MILL ROAD STES 503 5 HUNTINGDON VALLEY PA 19006 OUTPATIENT SERVICES - NEUROLOGY SERVICES MYRNA BRIND CTR OF INTEGRATIVE MEDICINE 925 CHESTNUT STREET 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - INTEGRATIVE MEDICINE PATIENT TESTING CENTER 925 CHESTNUT STREET 4TH FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - LABORATORY Sidney Kimmel Cancer Center 1101 Chestnut Street 14th 15th F PHILADELPHIA PA 19107 OUTPATIENT SERVICES - ONCOLOGY SERVICES SLEEP DISORDER CENTER 211 SOUTH 9TH STREET 5TH FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - SLEEP DISORDERS ULTRASOUND 909 WALNUT STREET BASEMENT PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING Vickie & Jack Farber Institute for Ns 1101 Chestnut Street 10th Floor PHILADELPHIA PA 19107 OUTPATIENT SERVICES - NEUROLOGY SERVICES SCHEDULE H, PART I, LINE 3C TJUH - FACILITY REPORTING GROUP A ================================= TJUH IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") TJUH USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENT'S ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. IN ACCORDANCE WITH THE ORGANIZATION'S FAP, A PATIENT MAY QUALIFY FOR DISCOUNTS ON MEDICAL CARE IF THERE IS NO HEALTH INSURANCE AVAILABLE, OR HAS HEALTH INSURANCE, BUT THAT INSURANCE DOES NOT FULLY COVER THE MEDICAL CARE NEEDED, SUCH AS EXHAUSTED BENEFITS, AND ALL OF THE FOLLOWING APPLY: - THE PATIENT IS NOT ELIGIBLE FOR STATE MEDICAL ASSISTANCE OR OTHER AVAILABLE ASSISTANCE PROGRAMS; - THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE DESCRIBED IN THIS POLICY; AND - THE PATIENT PROVIDES THE NECESSARY DOCUMENTS AND COMPLETES NECESSARY PAPERWORK. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON FINANCIAL NEED. PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR 100% COMPASSIONATE CARE (FREE CARE). PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR PARTIAL COMPASSIONATE CARE (DISCOUNTED CARE). ELIGIBILITY FOR FINANCIAL ASSISTANCE IS ALSO DETERMINED BY THE PATIENT'S OR GUARANTOR'S ABILITY TO PAY AFTER ALL INSURANCE HAS BEEN UTILIZED OR LIQUID RESOURCES EXHAUSTED (EXCLUDING RETIREMENT FUNDS). TJUH WILL NOT CONSIDER THE PATIENT'S HOUSE, CAR, RETIREMENT ACCOUNTS, AND OTHER "NON-LIQUID" ASSETS. HOWEVER, IT IS RECOGNIZED THAT THERE IS A SMALL PERCENT OF THE UNINSURED PATIENT POPULATION THAT HAS SUBSTANTIAL ASSETS AND COULD EASILY AFFORD TO PAY FOR HEALTHCARE SERVICES, BUT WHOM, BECAUSE OF HAVING TAX-EXEMPT INCOME, WILL NOT HAVE INCOME REFLECTED ON A TAX RETURN. SUCH INDIVIDUALS MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR UNINSURED PATIENTS, THERE IS AN AUTOMATIC INITIAL DISCOUNT WHICH SHALL EQUATE TO AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. A PATIENT UNABLE TO PAY THE UNINSURED RATE IS ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH ITS FINANCIAL ASSISTANCE POLICY ("FAP"), ROSH IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY HEALTHCARE SERVICES, TO PATIENTS WHO ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR GOVERNMENT ASSISTANCE OR ARE OTHERWISE UNABLE TO PAY FOR SERVICES BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THE ORGANIZATION'S FAP OUTLINE'S ITS FINANCIAL ASSISTANCE POLICIES, PRACTICES AND PROCEDURES. THIS POLICY INCLUDES ALL NECESSARY INFORMATION IN COMPLIANCE WITH INTERNAL REVENUE CODE ("IRC") SECTION 501(R), AS WELL AS APPLICABLE FEDERAL, STATE AND LOCAL LAW. ROSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY HEALTHCARE SERVICES AND OFFERS FINANCIAL ASSISTANCE TO PATIENTS RESIDING IN ITS PRIMARY SERVICE AREA, WHO MEET THE ELIGIBILITY CRITERIA DESCRIBED HEREIN. ROSH ALSO, IN LIMITED CIRCUMSTANCES PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS AS SET FORTH IN ITS FAP. PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF FPG ARE ELIGIBLE FOR 100% FINANCIAL ASSISTANCE COVERAGE. THE FPG ARE ISSUED ANNUALLY IN THE FEDERAL REGISTER BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. EACH PATIENT APPLYING FOR FINANCIAL ASSISTANCE MUST MAKE A GOOD FAITH EFFORT, AS DETERMINED BY THE HOSPITAL FACILITY, TO OBTAIN COVERAGE FROM AVAILABLE PUBLIC ASSISTANCE PROGRAMS SUCH AS: - MEDICARE - MEDICAID - VOCATIONAL REHABILITATION - VICTIMS OF CRIME - CHILDREN SPECIAL SERVICES - CHURCH PROGRAM A PATIENT WHO REFUSES TO APPLY OR FOLLOW THROUGH WITH APPLICATIONS FOR OTHER ASSISTANCE WILL NOT BE ELIGIBLE FOR FINANCIAL ASSISTANCE. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYSICIAN CARE SURGICAL HOSPITAL ("PCSH") PROVIDES FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE TO PATIENTS RESIDING IN ITS LOCAL SERVICE AREA WHO REQUIRE EMERGENCY AND MEDICALLY NECESSARY CARE AND WHO HAVE EXHAUSTED OR LIMITED INSURANCE BENEFITS; AND MEET HOUSEHOLD INCOME STANDARDS AS DEFINED IN ITS FINANCIAL ASSISTANCE POLICY ("FAP"). PCSH ALSO, IN LIMITED CIRCUMSTANCES, PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS. PCSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY MEDICAL CARE, AND EXTENDS CHARITY CARE TO ELIGIBLE PATIENTS RESIDING IN ITS LOCAL SERVICE AREAS WHO ARE UNABLE TO PAY FOR THEIR CARE. THE ORGANIZATION'S FAP SETS FORTH THE ELIGIBILITY PROCEDURES FOR CHARITY CARE IN COMPLIANCE WITH APPLICABLE FEDERAL, STATE, AND LOCAL LAW. THE ORGANIZATION OFFERS PATIENTS FINANCIAL ASSISTANCE FOR THOSE WHO ARE UNINSURED OR UNDERINSURED, WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOMES NOT IN EXCESS OF 200% OF THE FEDERAL POVERTY GUIDELINES. THESE INDIVIDUALS ARE ELIGIBLE FOR CHARITY CARE (100% FREE MEDICAL CARE). PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF THE MOST CURRENT POVERTY INCOME GUIDELINES ISSUED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES WILL QUALIFY FOR FULL CHARITY CARE AFTER VERIFICATION OF EMPLOYMENT. BECAUSE PCSH ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, PCSH DOES NOT CALCULATE AMOUNTS GENERALLY BILLED (AGB). IF SEEKING MEDICAL INDIGENCE, A PATIENT MUST COMPLETE A FINANCIAL AID APPLICATION AND PROVIDE INFORMATION ON INCOME AND ASSETS AS REQUESTED. IN THE CASE OF PATIENTS WHO ARE FACED WITH CATASTROPHICALLY LARGE MEDICAL BILLS, THE CEO MAY MAKE A DISCRETIONARY RECOMMENDATION THAT THE PATIENT IS MEDICALLY INDIGENT AND THUS IS ELIGIBLE FOR CHARITY CARE. THIS DETERMINATION WILL BE MADE ON A CASE-BY-CASE BASIS AND WILL REQUIRE VERIFICATION OF ALL MEDICAL EXPENSES. SCHEDULE H, PART I, LINE 6A NOT APPLICABLE. SCHEDULE H, PART I, LINE 7 WORKSHEETS 2 AND 3 WERE USED TO CALCULATE THE COST TO CHARGE RATIO FOR FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID. ALL OTHER COSTS WERE EITHER OBTAINED FROM THE HOSPITAL'S COST ACCOUNTING, COST REPORTING OR GENERAL LEDGER SYSTEMS. THE ORGANIZATION HAS INCLUDED WITHIN SUBSIDIZED HEALTH SERVICES VARIOUS SERVICES BECAUSE IT MEETS AN IDENTIFIED COMMUNITY NEED. A SERVICE MEETS AN IDENTIFIED COMMUNITY NEED BECAUSE IT WAS IDENTIFIED IN ONE OF ITS MOST RECENT CHNA'S OR IDENTIFIED THROUGH OTHER MEANS AND THE ORGANIZATION REASONABLY FEELS THAT IF THE ORGANIZATION NO LONGER OFFERED THE SERVICE: (1) THE SERVICE WOULD BE UNAVAILABLE IN THE COMMUNITY; (2) THE COMMUNITY'S CAPACITY TO PROVIDE THE SERVICE WOULD BE BELOW THE COMMUNITY'S NEED; OR (3) THE SERVICE WOULD BECOME THE RESPONSIBILITY OF GOVERNMENT OR ANOTHER TAX-EXEMPT ORGANIZATION. SUBSIDIZED HEALTH SERVICES INCLUDE FUNDING TO SUPPORT CERTAIN PROFESSIONAL PHYSICIAN SERVICES AND VARIOUS OTHER HOSPITAL AND HEALTHCARE SYSTEM PROGRAMS IN ACCORDANCE WITH THE ABOVE CRITERIA. IN ADDITION, NO COSTS RELATING TO SUBSIDIZED HEALTHCARE SERVICES ARE ATTRIBUTABLE TO ANY PHYSICIAN CLINICS. SCHEDULE H, PART II THE ORGANIZATION'S COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON IMPROVING THE COMMUNITY'S HEALTH AND SAFETY BY ADDRESSING POVERTY, HOMELESSNESS, WORKFORCE DEVELOPMENT, COMMUNITY SUPPORT, COALITION BUILDING, AND THE HEALTH AND WELLBEING OF OLDER ADULTS. TJUH COLLABORATES WITH COMMUNITY ORGANIZATIONS TO ADVANCE NEIGHBORHOOD IMPROVEMENT AND REVITALIZATION PROJECTS, MENTORING AND PIPELINE PROGRAMS FOR YOUTH AND COMMUNITY MEMBERS, HEALTH LITERACY TRAINING, COALITION BUILDING, AND VARIOUS HEALTH IMPROVEMENT TASK FORCES. THE HOSPITAL PARTNERS WITH COALITIONS THAT ADDRESS DRUG AND ALCOHOL PREVENTION, REFUGEE AND IMMIGRANT HEALTH AND SOCIAL ISSUES, AGING IN PLACE, RETURNING CITIZENS, AND HEALTHY COMMUNITY ISSUES THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH INCLUDING NUTRITION, FOOD SECURITY, SMOKING CESSATION, PHYSICAL ACTIVITY, HOUSING AND SHARED DATA. TJUH WAS INVOLVED WITH PROVIDING HEALTH EDUCATION AND WORKFORCE DEVELOPMENT WITH LOCAL MIDDLE AND HIGH SCHOOLS. IN ADDITION, THE HOSPITAL DONATES FUNDS TO ORGANIZATIONS THAT ADVANCE THESE EFFORTS. COALITIONS AND COMMUNITY PARTNERSHIPS ===================================== REGIONAL: - COLLABORATIVE OPPORTUNITY TO ADVANCE COMMUNITY HEALTH (COACH) - DVRPC - HEALTH SUBCOMMITTEE - PACDC - HEALTH AND HOUSING SUBCOMMITTEE - STATE DPP PROGRAM - SEPA READS - HEALTH LITERACY CITY WIDE: - GET HEALTHY PHILLY, FOOD FIT PHILLY AND SMOKEFREE PHILLY COALITIONS - CLINIC TO COMMUNITY LINKAGES TASKFORCE - DPP - (PHILLY DIFFERENCE - PDOH; HCIF) - PHILADELPHIA REENTRY COALITION - FOOD POLICY ADVISORY COUNCIL (HUNGER SUBCOMMITTEE; FOOD SECURITY QUESTIONS; FOOD DRIVES/DONATIONS) - ACES TASK FORCE - PHILADELPHIA REFUGEE HEALTH COLLABORATIVE - PHILADELPHIA REFUGEE MENTAL HEALTH COLLABORATIVE - FOOD SECURITY TRAINING - PIERCE GRANT - HCIF; COACH; COALITION AGAINST HUNGER) - HEALTHY CITIES: NOVO NORDISCHEART ASSOC AND AMA DPP LOCAL COMMUNITY LEVEL: - SOUTH PHILLY PREVENTION COALITION - WESTSIDE COMMUNITY PREVENTION COLLABORATIVE - COMMUNITY SCHOOLS SOUTHWARK, INDEPENDENCE CHARTER, AND SOUTH PHILLY HS WORKFORCE DEVELOPMENT; PHYSICALS; COMMUNITY CLOSET - MANNA RESEARCH INSTITUTE - IMMIGRANT HEALTH AND WELLNESS CENTER - SOUTH PHILADELPHIA - SOUTH PHILADELPHIA AGING COALITION - LATINO HEALTH ADVISORY COUNCIL - PCHE JEFFERSON INTERNAL INITIATIVES: - OPIATE TASK FORCE - PCHE - AGE FRIENDLY HEALTH SYSTEM - LGBTQ FRIENDLY HEALTH SYSTEM - JCIPE SCHEDULE H, PART III, LINES 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 10 & 11) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION. SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3) 1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007, WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS SCHEDULE H, PART III, LINE 9B TJUH - FACILITY REPORTING GROUP A ================================= TJUH PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH QUALITY CARE TO ALL PATIENTS IT SERVES, TJUH MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. TJUH PROVIDES FINANCIAL ASSISTANCE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. BILLING & COLLECTION EFFORTS ---------------------------- WHILE QUALIFICATION FOR FINANCIAL ASSISTANCE IS IDEALLY DETERMINED PRIOR TO, OR AT THE TIME OF SERVICE, TJUH CONTINUES TO REVIEW SUCH DETERMINATIONS AS OTHER FINANCIAL RESOURCES ARE DISCOVERED DURING THE BILLING AND COLLECTION PROCESS. AFTER AN UNINSURED OR UNDER-INSURED PATIENT'S ACCOUNT IS REDUCED TO THE UNINSURED DISCOUNT OR THE FINANCIAL ASSISTANCE DISCOUNT RATE, WHICHEVER IS APPLICABLE, THE PATIENT IS RESPONSIBLE FOR THE REMAINDER OF ANY OUTSTANDING PATIENT BALANCES. PATIENTS WILL RECEIVE AN INITIAL STATEMENT INDICATING THEIR BALANCE DUE ALONG WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND WHO TO CONTACT. SELF-PAY BALANCES GO THROUGH A PRE-COLLECTION AGENCY PLACEMENT PROCESS THAT MAY ENTAIL THE MAILING OF STATEMENTS OR LETTERS AND/OR PHONE CALLS IN ORDER TO COLLECT PAYMENT ON OPEN BALANCES. ONCE OPEN BALANCE ACCOUNTS COMPLETE THE PRE-COLLECTION DUNNING CYCLE, (120 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS WILL BE TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY. IF A FINANCIAL ASSISTANCE APPLICATION AND APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN SUBMITTED AND A DECISION IS PENDING, THE ACCOUNT WILL BE HELD FROM AGENCY PLACEMENT. IN SOME CASES, A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE MAY NOT HAVE BEEN IDENTIFIED PRIOR TO SENDING THE ACCOUNT TO AN EXTERNAL COLLECTION AGENCY. EACH AGENCY WILL BE MADE AWARE OF THE FINANCIAL ASSISTANCE POLICY AND WILL WORK WITH THE PROVIDER TO ASCERTAIN PATIENT ELIGIBILITY. EXTRAORDINARY COLLECTION ACTIONS ("ECAS") WILL NOT BE UNDERTAKEN DURING THE INITIAL NOTIFICATION PERIOD OF THE 120 DAYS FROM THE FIRST POST-DISCHARGE BILLING STATEMENT AND UNTIL SUCH TIME AS A 30 DAY INITIATION OF ECA NOTICE HAS BEEN SENT TO THE INDIVIDUAL. THE 30 DAY ECA INITIATION NOTICE WILL CONTAIN THE ECA ACTION THAT THE PROVIDER INTENDS TO UNDERTAKE AND THE DATE AT WHICH TIME THIS WOULD OCCUR. A COPY OF THE ORGANIZATION'S PLAIN LANGUAGE SUMMARY WILL ACCOMPANY THE 30 DAY ECA INITIATION NOTICE. IF THE PATIENT SUBMITS A FINANCIAL ASSISTANCE APPLICATION, TJUH WILL SUSPEND ANY ECAS UNTIL THE PATIENT'S FINANCIAL ASSISTANCE ELIGIBILITY IS DETERMINED AND THE PATIENT IS INFORMED OF THEIR ELIGIBILITY. IF A PATIENT ACCOUNT IS REFERRED TO AN OUTSIDE AGENCY, THAT AGENCY MUST FIRST AGREE TO ABIDE BY THE FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY ARE PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY TJUH. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, TJUH MAY USE ECAS WITH THE RESPECT TO THE PATIENT ACCOUNT OF AN UNINSURED OR UNDER-INSURED AND MAY FURTHER CONSIDER CREDIT BUREAU REPORTING AND/OR LEGAL ACTION AS APPROPRIATE. TJUH'S GENERAL COUNSEL IS REQUIRED TO APPROVE ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT TJUH HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS MAY INITIATE THE USE ECAS, RESTS WITH THE ORGANIZATION'S VICE PRESIDENT DIRECTOR OF REVENUE CYCLE OPERATIONS. ROSH - FACILITY REPORTING GROUP B ================================= ONCE A PATIENT'S CLAIM IS PROCESSED BY THEIR INSURANCE, ROSH WILL SEND THE PATIENT A BILL INDICATING THE PATIENT RESPONSIBILITY. ADDITIONALLY, IF A PATIENT HAS NO THIRD-PARTY COVERAGE THEY WILL RECEIVE A BILL INDICATING THEIR PATIENT RESPONSIBILITY. THIS WILL BE THE PATIENT'S FIRST POST DISCHARGE BILLING STATEMENT. THE DATE ON THIS STATEMENT WILL BEGIN THE APPLICATION AND NOTIFICATION PERIODS. PATIENT STATEMENTS WILL BE GENERATED DAILY FOLLOWING PAYMENT POSTING OR WEEKLY AT A MINIMUM. PREFERENCES HAVE BEEN PRE-DETERMINED IN THE PATIENT ACCOUNTING SYSTEM TO ENSURE THAT PATIENT STATEMENTS ARE GENERATED ON A CYCLE BASIS AND THAT PATIENT RESPONSIBLE ACCOUNTS WILL HAVE A STATEMENT GENERATED MONTHLY. AFTER THE PATIENT RECEIVES THEIR FIRST POST DISCHARGE BILLING STATEMENT, ROSH WILL SEND OUT 2 ADDITIONAL STATEMENTS (IN 30-DAY INTERVALS). THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL FOLLOW UP ON RETURNED STATEMENTS FOR INCORRECT OR INVALID ADDRESS BY CONTACTING THE PATIENT OR GUARANTOR ON THE ACCOUNT. THE BUSINESS OFFICE MANAGER/STAFF WILL MAKE FOLLOW-UP PHONE CALLS ON EVERY ACCOUNT WITH OUTSTANDING BALANCES. INSURANCE DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 30 DAYS FOLLOWING THE DATE OF SERVICE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 DAYS UNTIL THE BALANCE IS PAID. INSURANCE DUE BALANCES OVER 90 DAYS OLD FOR WHICH THE FACILITY HAS NOT RECEIVED VALID REASONS FROM THE PAYER AS TO WHY THE CHARGES HAVE NOT BEEN PAID MAY BE TRANSFERRED TO PATIENT DUE STATUS AND BILLED TO THE PATIENT AT THE DISCRETION OF THE ADMINISTRATOR OR BUSINESS OFFICE MANAGER. PATIENT DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 21 DAYS FOLLOWING THE DATE OF SERVICE FOR SELF-PAY ACCOUNTS AND FOLLOWING THE DATE THE AMOUNT WAS TRANSFERRED TO THE PATIENT'S OBLIGATION IF THE AMOUNT WAS INITIALLY BILLED TO A PRIMARY INSURANCE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 - 21 DAYS UNTIL THE BALANCE IS PAID OR UNTIL ADEQUATE PAYMENT ARRANGEMENTS ARE MADE. IF PAYMENT HAS NOT BEEN RECEIVED AFTER 90 DAYS (FROM THE DATE OF THE PATIENTS FIRST POST-DISCHARGE BILLING STATEMENT) ROSH WILL SEND OUT A LETTER INFORMING THE PATIENT IN WRITING THAT THE ACCOUNT WILL BE SENT TO COLLECTIONS, IF PAYMENT IS NOT RECEIVED WITHIN 30 DAYS OF THE DATE OF THE LETTER. THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL ENSURE THAT PATIENT RESPONSIBLE ACCOUNTS HAVE A MINIMUM OF THREE (3) STATEMENTS GENERATED TO THE PATIENT PRIOR TO THE ACCOUNT BEING WRITTEN OFF OR CONSIDERED FOR COLLECTION AGENCY PLACEMENT. ADDITIONALLY, THE LETTER WILL INCLUDE ANY ECAS THAT MAY TAKE PLACE AFTER THE PATIENT ACCOUNT HAS BEEN PLACED IN COLLECTIONS. THE WRITTEN NOTICE WILL ALSO INCLUDE A COPY OF THE PLS. ALL OUTSTANDING ACCOUNTS (INSURANCE BALANCES AND PATIENT BALANCES) AGED 120 DAYS WITHOUT APPROPRIATE PAYMENT ARRANGEMENTS OR MAY BE OUTSOURCED TO AN OUTSIDE AGENCY OR CONSIDERED FOR WRITE OFF TO BAD DEBT AND SENT TO A COLLECTION AGENCY IN ACCORDANCE WITH THE BAD DEBT WRITE-OFF POLICY. IN ACCORDANCE WITH IRC 501(R)(6), ROSH DOES NOT ENGAGE IN ANY ECAS PRIOR TO THE EXPIRATION OF THE NOTIFICATION PERIOD. SUBSEQUENT TO THE NOTIFICATION PERIOD ROSH, OR ANY THIRD PARTIES ACTING ON ITS BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF A FAP-ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. ROSH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. ROSH, AND THIRD PARTIES ACTING ON ITS BEHALF, DO NOT ENGAGE IN ANY OTHER ECA'S DEFINED WITHIN IRC 501(R)(6). ROSH WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER OR NOT AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS FAP AND WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: 1) THE PATIENT WILL BE PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECA(S) THAT ROSH INTENDS TO INITIATE TO OBTAIN PAYMENT; - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. 2) THE PATIENT HAS RECEIVED A COPY OF THE PLS 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. ROSH, AND THIRD-PARTY VENDORS ACTING ON THEIR BEHALF, WILL ACCEPT AND PROCESS ALL APPLICATIONS FOR FINANCIAL ASSISTANCE AVAILABLE UNDER THIS POLICY SUBMITTED DURING THE APPLICATION PERIOD. ROSH WILL NOT PURSUE ANY COLLECTION ACTIONS AGAINST ANYONE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY, AND WILL NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY INDIVIDUAL WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. THE VICE PRESIDENT OF FINANCE WILL DETERMINE IF REASONABLE EFFORTS HAVE BEEN MADE. PHYCARE - FACILITY REPORTING GROUP C ==================================== IF A BILL IS OUTSTANDING 120 DAYS OR MORE, PCSH MAY SEND THE ACCOUNT TO A COLLECTI SCHEDULE H, PART VI; QUESTION 2 AS A NON-PROFIT INTERNAL REVENUE CODE 501(C)(3) ORGANIZATION, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") HAS A STRONG MISSION OF COMMUNITY SERVICE AND OUTREACH. THE COLLABORATIVE PROCESS THIS ORGANIZATION BEGAN IN THE SUMMER 2021 RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES. THIS COLLABORATIVE RCHNA OFFERED: INCREASED COLLABORATION AMONG LOCAL HOSPITALS/HEALTH SYSTEMS SERVING THIS REGION; REDUCED DUPLICATION OF ACTIVITIES AND COMMUNITY BURDEN FROM PARTICIPATION IN MULTIPLE COMMUNITY MEETINGS; REDUCED HOSPITAL/HEALTH SYSTEM COSTS IN RCHNA REPORT DEVELOPMENT; OPPORTUNITIES FOR SHARED LEARNING; ESTABLISHMENT OF A STRONG FOUNDATION FOR COORDINATED EFFORTS TO ADDRESS HIGHEST PRIORITY COMMUNITY NEEDS. THE COLLABORATIVE APPROACH: HOSPITALS AND HEALTH SYSTEMS AND SUPPORTING PARTNERS COLLABORATIVELY DEVELOPED THE RCHNA THAT OUTLINES HEALTH PRIORITIES FOR THE REGION. THE HOSPITALS AND HEALTH SYSTEMS PRODUCED IMPLEMENTATION PLANS THAT MAY INVOLVE FURTHER COLLABORATION TO ADDRESS SHARED PRIORITIES. THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) LED COLLECTION OF A VARIETY OF QUANTITATIVE INDICATORS OF HEALTH OUTCOMES AND FACTORS INFLUENCING HEALTH FROM A VARIETY OF DATA SOURCES. DATA COLLECTION INCLUDED PDPH SYNTHESIZED FINDINGS OF HIGH PRIORITY AREAS; PRIORITIES WERE RANKED USING A MODIFIED HANLON METHOD. AT THE SAME TIME, COMMUNITY STAKEHOLDER INPUT PROCESS EVOLVED: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO IN QUALITATIVE DATA ANALYSIS AND COLLECTION. STAKEHOLDER FOCUS GROUPS WERE CONDUCTED BY HCIF. IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PDPH AND HCIF AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. QUANTITATIVE DATA WERE ACQUIRED FROM LOCAL, STATE AND FEDERAL SOURCES AND FOCUSED ON INDICATORS THAT WERE UNIFORMLY AVAILABLE AT THE ZIP CODE LEVEL ACROSS THE REGION. THE PDPH TEAM, WHICH INCLUDED EXPERTS IN EPIDEMIOLOGICAL AND GEOSPATIAL ANALYSES, COMPILED, ANALYZED, AND AGGREGATED OVER 60 HEALTH INDICATORS ENCOMPASSING DATA ON COMMUNITY DEMOGRAPHIC CHARACTERISTICS, COVID-19, CHRONIC DISEASE AND HEALTH BEHAVIORS, INFANT AND CHILD HEALTH, BEHAVIORAL HEALTH, INJURIES, ACCESS TO CARE AND SOCIAL AND ECONOMIC CONDITIONS. HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES OF THE HEALTH SYSTEMS, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT, WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL FIVE COUNTIES; 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE. TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS FACILITATED ALL OF THESE DISCUSSIONS, ANALYZED THE QUALITATIVE DATA, AND SUMMARIZED KEY FINDINGS. IN ADDITION, THE PROJECT TEAM EITHER UNDERTOOK DIRECTLY OR SUPPORTED PARTNERS WITH TARGETED PRIMARY DATA COLLECTION TO BETTER UNDERSTAND THE NEEDS OF PARTICULAR COMMUNITIES OR POPULATIONS. THESE FOCUS AREAS AND COMMUNITIES WERE EITHER SPECIFIC TO DIFFERENT TYPE OF FACILITIES WITHIN PARTICIPATING HEALTH SYSTEMS (I.E., CANCER CENTERS, REHABILITATION FACILITIES OR REFLECTED GAPS IN THE 2019 RCHNA: CANCER; DISABILITY; IMMIGRANT, REFUGEE, AND HERITAGE COMMUNITIES; AND YOUTH VOICE. FINALLY, SECONDARY DATA IN THE FORM OF REPORTS AND SUMMARIES FROM OTHER COMMUNITY ENGAGEMENT EFFORTS WERE ALSO INCORPORATED INTO THE REPORT. ALL DATA WERE SYNTHESIZED BY HCIF STAFF AND A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: SIZE OF HEALTH PROBLEM, IMPORTANCE TO THE COMMUNITY, CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS, ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION AND AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS. POTENTIAL SOLUTIONS FOR EACH OF THE COMMUNITY HEALTH PRIORITIES, BASED ON FINDINGS FROM THE QUALITATIVE DATA COLLECTION WERE ALSO INCLUDED. IN ADDITION, THIS ORGANIZATION WORKS WITH LOCAL PROVIDERS TO PLAN AND DISCUSS HEALTH NEEDS OF THE POPULATION. LEADERS WITHIN THE ORGANIZATION CONTINUE TO ATTEND LOCAL AND REGIONAL COMMUNITY ORGANIZATION MEETINGS AND COUNTY COLLABORATIVES. REGIONAL COUNTY COLLABORATIVES INCLUDE THE HEALTHCARE SYSTEM WITH REPRESENTATION FROM LOCAL POLITICIANS, LOCAL COMMUNITY HEALTH CENTERS, EMERGENCY HEALTH PROVIDERS AND OTHER COMMUNITY HEALTH LEADERS. IN ADDITION, DURING THE CHNA PROCESS, TJUH CONTINUED TO PARTICIPATE IN COACH WHICH FOCUSED ON FOOD INSECURITY, FUTURE RCHNA, AND TRAUMA INFORMED CARE AND MENTAL HEALTH. SCHEDULE H, PART VI; QUESTION 3 TJUH - FACILITY REPORTING GROUP A ================================== TJUH IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES. ADDITIONALLY, THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ORDER TO ENCOURAGE ITS PATIENTS TO APPLY, IF THEY ARE ELIGIBLE. THE FOLLOWING MEASURES ARE USED TO PUBLICIZE THIS POLICY TO THE COMMUNITY AND PATIENTS. COMMUNICATION IS WRITTEN IN CONSUMER-FRIENDLY TERMINOLOGY AND IN LANGUAGES THAT PATIENTS CAN UNDERSTAND. TJUH PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACTS WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. COMMUNITY NOTIFICATION ---------------------- THIS ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS AND A PLAIN LANGUAGE SUMMARY ARE MADE AVAILABLE TO THE COMMUNITY IN ENGLISH AS WELL AS ANY PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH THAT CONSTITUTE THE LESSER OF 5% OR 1,000 INDIVIDUALS, WHICHEVER IS LESS, OF THE PRIMARY COMMUNITIES SERVED AND POSTED TO THE HEALTH SYSTEM'S WEBSITE. THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS, AND PLAIN LANGUAGE SUMMARY ARE ALSO MADE AVAILABLE, FREE OF CHARGE AS FOLLOWS: 1) ON THE TJUH WEBSITE AT HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS TJUH'S FINANCIAL SERVICES UNIT AT (833)-958-2198 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: THOMAS JEFFERSON UNIVERSITY HOSPITAL 111 SOUTH 11TH STREET PHILADELPHIA, PA 19107 (215) 955-3815 JEFFERSON METHODIST HOSPITAL 2301 SOUTH BROAD STREET PHILADELPHIA, PA 19148 (215) 955-3815 JEFFERSON HOSPITAL FOR NEUROSCIENCE 900 WALNUT STREET PHILADELPHIA, PA 19107 (215) 955-3815 4) AS PART OF THE INTAKE OR DISCHARGE PROCESS, PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY ARE OFFERED TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. PERSONAL NOTIFICATION --------------------- TJUH USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. ADDITIONALLY, TJUH PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)ROSH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE REGISTRATION DESKS AND WITHIN THE BILLING OFFICE LOCATED AT 3300 TILLMAN DRIVE BENSALEM, PA 19020. ALL PATIENTS OF ROSH WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE PROCESS. SIGNS OR DISPLAYS INFORMING PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE CONSPICUOUSLY POSTED IN PUBLIC LOCATIONS INCLUDING PATIENT REGISTRATION CHECK-IN AREAS. ROSH WILL MAKE REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ROSH'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 COMMUNITY SERVED WITHIN THE ORGANIZATION'S PRIMARY SERVICE AREA. ADDITIONALLY, BILLING STATEMENTS WILL INCLUDE INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, AS WELL AS CONTACT INFORMATION FOR INDIVIDUALS WHO BELIEVE THEY MAY QUALIFY. PHYCARE - FACILITY REPORTING GROUP C ==================================== IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)PHYCARE INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE HOSPITAL FACILITY. THIS POLICY SHALL BE PUBLICIZED THROUGH SIGNAGE AT THE HOSPITAL. ADDITIONALLY, PATIENTS SHALL RECEIVE (1) A PLAIN LANGUAGE SUMMARY THAT DESCRIBES THE FINANCIAL ASSISTANCE POLICY AND RELEVANT PROCEDURES, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE AND (2) ASSISTANCE WITH UNDERSTANDING THE FINANCIAL ASSISTANCE POLICY AND COMPLETION OF THE RELATED FORMS. SCHEDULE H, PART VI; QUESTION 4 PHILADELPHIA, THE SIXTH LARGEST CITY IN THE UNITED STATES, IS A DIVERSE CITY WITH MORE THAN 1.58 MILLION RESIDENTS IN 48 ZIP CODES. JEFFERSON HEALTH - CENTER CITY DEFINES ITS COMMUNITY BENEFIT AREA AS THE GEOGRAPHIC AREA WITHIN PHILADELPHIA THAT ENCOMPASSES 18 ZIP CODES IN NORTH PHILADELPHIA-EAST, NORTH PHILADELPHIA-WEST, RIVER WARDS, CENTER CITY, SOUTH PHILADELPHIA-EAST, AND SOUTH PHILADELPHIA-WEST. THESE ZIP CODES ARE THE MOST GEOGRAPHICALLY PROXIMATE TO TJUH, JHN AND JMH CAMPUSES. THE FOCUS WITHIN THESE ZIP CODES IS ON COMMUNITIES WITH A POVERTY RATE >20% AND WHERE HEALTH DISPARITIES ARE MORE PREVALENT. THESE AREAS REPRESENT A TOTAL POPULATION OF 592,693; MORE THAN ONE-THIRD OF ALL PHILADELPHIA RESIDENTS. - NORTH PHILADELPHIA (19121, 19122, 19132, 19133, 19140) - RIVER WARDS (19124, 19125, 19134) - CENTER CITY (19102, 19103, 19106, 19107, 19123, 19130) - SOUTH PHILADELPHIA (19145, 19146, 19147, 19148) TJUH-CENTER CITY COMMUNITY BENEFIT AREA DEMOGRAPHICS ==================================================== RACE/ETHNICITY -------------- PHILADELPHIA IS RACIALLY AND ETHNICALLY DIVERSE: 35% NON-HISPANIC WHITE, 41% NON-HISPANIC AFRICAN AMERICAN, 14% HISPANIC OR LATINO, AND 7% NON-HISPANIC ASIAN. IN JEFFERSON'S HEALTH'S CBA OVERALL, 37% OF THE POPULATION IS NON-HISPANIC WHITE, 31% NON-HISPANIC AFRICAN AMERICAN, 22% HISPANIC OR LATINO, AND 8% NON-HISPANIC ASIAN. WITHIN JEFFERSON'S CBA THERE IS GREAT DIVERSITY AMONG ITS NEIGHBORHOODS. - THE WHITE POPULATION RANGES FROM ALMOST 68% IN CENTER CITY TO ONLY 9.4% IN NORTH PHILADELPHIA WEST - THE BLACK POPULATION RANGES FROM ONLY 11.2% IN CENTER CITY TO ALMOST 90% IN NORTH PHILADELPHIA WEST - THE HISPANIC/LATINO POPULATION ACCOUNTS FOR 44% OF INDIVIDUALS IN NORTH PHILADELPHIA EAST TO ONLY 4.6% IN SOUTH PHILADELPHIA WEST - THE ASIAN POPULATION RANGES FROM ONLY 3.7% IN THE RIVERWARDS TO 17.6% IN SOUTH PHILADELPHIA EAST. THE ASIAN COMMUNITY IN CENTER CITY IS PREDOMINANTLY OF CHINESE DESCENT, WHILE SOUTH PHILADELPHIA RESIDENTS INCLUDE IMMIGRANTS FROM VIETNAM AND REFUGEES FROM CAMBODIA (THE LARGEST POPULATION OF ASIAN RESIDENTS AS WELL AS NEWLY RESETTLED REFUGEES FROM BURMA, NEPAL, AND BHUTAN). THE MAJORITY OF HISPANICS IN THE PHILADELPHIA AREA ARE FROM PUERTO RICO AND LIVE PREDOMINANTLY IN NORTH PHILADELPHIA EAST; THE REMAINING HISPANIC POPULATION ARE FROM MEXICO LATIN AMERICA, THE CARIBBEAN, CENTRAL AMERICA, AND SOUTH AMERICA. SOUTH PHILADELPHIA EAST IS HOME TO A GROWING IMMIGRANT POPULATION FROM MEXICO. ALTHOUGH THEY SHARE A COMMON LANGUAGE, EACH HISPANIC COMMUNITY IS CULTURALLY UNIQUE, AND INTERNALLY DIVERSE BY GENDER, GENERATION, CLASS, AND RACE. AGE --- IN PHILADELPHIA 21% OF RESIDENTS ARE UNDER AGE 18, 45% OF RESIDENTS ARE AGES 18-44, 22% FALL BETWEEN 45 AND 64 YEARS OLD AND 11% ARE AGED 65 OR OLDER. YOUNG ADULTS AGED 20-34 REPRESENT THE LARGEST PROPORTION OF THE POPULATION. LOWER NORTH PHILADELPHIA HAS MORE YOUTH AGES 0-17 THAN THE REST OF PHILADELPHIA AND TJUH'S CBA AREA. CENTER CITY HAS A HIGHER PERCENTAGE OF ADULTS AGED 18-44 THAN PHILADELPHIA AND IS MORE LIKELY THAN OTHER TJUH CBA AREAS TO HAVE ADULTS OVER AGE 65+. EDUCATION --------- CHILDREN WHO ARE NOT AT A PROFICIENT READING LEVEL BY FOURTH GRADE ARE AT RISK OF REPEATING A GRADE AND ALSO FACE EDUCATIONAL CHALLENGES INCLUDING RISK FOR DROPPING OUT OF SCHOOL. ONLY 31 PERCENT OF PHILADELPHIA'S PUBLIC SCHOOL FOURTH-GRADERS SCORED PROFICIENT OR ABOVE ON TESTS OF READING DURING THE 2018 SCHOOL YEAR. IMPROVING ON-TIME HIGH SCHOOL GRADUATION RATES HAS BEEN A MAJOR FOCUS OF THE CITY. STUDENTS WHO GRADUATE WITHIN FOUR YEARS OF BEGINNING HIGH SCHOOL ARE LESS LIKELY TO BE INCARCERATED OR UNEMPLOYED AND HAVE BETTER HEALTH AND ECONOMIC OUTCOMES LATER IN LIFE. IMPROVING HIGH SCHOOL GRADUATION AND EDUCATIONAL ATTAINMENT RATES CAN HELP REDUCE HEALTH INEQUITIES, ESPECIALLY AMONG RACIAL/ETHNIC MINORITY POPULATIONS. WHILE ON-TIME GRADUATION HAS STEADILY IMPROVED SINCE 2005 (52% COMPARED TO 62.8% IN 2017-2018), PHILADELPHIA STUDENTS REMAIN WELL BELOW THE STATE ON-TIME HIGH SCHOOL GRADUATION RATE OF 85%. NON-HISPANIC BLACK/AFRICAN-AMERICAN STUDENTS AND HISPANIC STUDENTS HAD LOWER ON-TIME GRADUATION RATES. THE LEVEL OF EDUCATION AMONG RESIDENTS IN TJUH'S CBA VARIES GREATLY. OVERALL, 37.7% OF ADULTS AGED 25 OR OLDER IN PHILADELPHIA HAVE A HIGH SCHOOL EDUCATION (29.8%) OR LESS (7.9%). IN JEFFERSON'S CBA INDIVIDUALS WITH A HIGH SCHOOL EDUCATION OR LESS RANGES FROM 10.8% IN CENTER CITY TO 55.6% IN LOWER NORTH WEST AND 61.1% IN LOWER NORTH EAST. RESIDENTS LIVING IN CENTER CITY AND SOUTH PHILADELPHIA ARE MORE LIKELY TO HAVE COLLEGE DEGREES OR HIGHER (67.7% AND 48% RESPECTIVELY) COMPARED TO PHILADELPHIA (39%). ONLY 20-26% OF RESIDENTS IN NORTH PHILADELPHIA EASE, NORTH PHILADELPHIA WEST AND THE RIVERWARDS HAVE COLLEGE DEGREES OR HIGHER. POVERTY ------- PHILADELPHIA IS THE POOREST OF THE TEN LARGEST CITIES IN THE UNITED STATES. OVERALL, 43% OF ALL PHILADELPHIA RESIDENTS LIVE BELOW THE 200% OF POVERTY RATE AND 25.8% OF PHILADELPHIANS LIVE BELOW 100% POVERTY. FF THOSE IN POVERTY 8.3% EARN LESS THAN 50% OF THE POVERTY RATE (DEEP POVERTY). AMONG TJUH'S CBA NEIGHBORHOODS, POVERTY RATES RANGE FROM 15.3% IN CENTER CITY TO 47.1% IN NORTH PHILADELPHIA EAST. THE RIVERWARDS (34%), LOWER NORTH WEST (45.5%) AND LOWER NORTH EAST (47.1%) ALL HAVE POVERTY RATES THAT EXCEED THE RATE IN PHILADELPHIA. THE FEDERAL POVERTY LEVEL WAS $25,701 IN 2018 FOR A FAMILY OF FOUR. IN 2018, 34.6 PERCENT OF CHILDREN IN PHILADELPHIA UNDER THE AGE OF 18 (119,055 CHILDREN) LIVED IN POVERTY, ABOUT TWICE THE STATE AND NATIONAL AVERAGE. THE DISTRIBUTION OF POVERTY AMONG CHILDREN IN PHILADELPHIA IS CONCENTRATED AMONG RACIAL AND ETHNIC MINORITIES. ALMOST 50 PERCENT OF HISPANIC CHILDREN LIVE IN POVERTY AND 38 PERCENT OF NON-HISPANIC BLACK CHILDREN LIVE IN POVERTY. DATA FROM THE PUBLIC HEALTH MANAGEMENT CORPORATION'S 2018 HOUSEHOLD HEALTH SURVEY APPEARS TO INDICATE THAT DEEP POVERTY IN PHILADELPHIA MAY BE DECREASING (12.3% IN 2012 TO 8.3% IN 2018). THIS ALSO APPEARS TO HOLD FOR THE PERCENTAGE OF RESIDENTS LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL IN PHILADELPHIA (26.3% IN 2012 TO 25.8% IN 2018). COMMUNITY NEED INDEX -------------------- THE COMMUNITY NEED INDEX (CNI) COMBINES MULTIPLE SOCIAL DETERMINANTS OF HEALTH INTO A SINGLE SCORE THAT RANGES FROM 1 TO 5. HIGHER SCORES INDICATE GREATER NEED AND GREATER LIKELIHOOD OF HOSPITALIZATION. THE CNI FOR PHILADELPHIA IS 4.0. IN TJUHS CBA THE CNI RANGES FROM 3.0 IN CENTER CITY TO 4.7 IN NORTH PHILADELPHIA EAST, NORTH PHILADELPHIA WEST AND THE RIVERWARDS. EXCESSIVE HOUSING COSTS ----------------------- EXCESSIVE HOUSING COSTS IS DEFINED AS SPENDING MORE THAN 30 PERCENT OF ONE'S MONTHLY INCOME ON HOUSING COSTS, INCLUDING RENT, UTILITIES, AND MORTGAGE COSTS. ALMOST 39% OF ALL PHILADELPHIA RESIDENTS FACE EXCESSIVE HOUSING COSTS COMPARED TO 31% NATIONALLY. IN TJUHS CBA, EXCESSIVE HOUSING COSTS IN NORTH PHILADELPHIA EAST (41.8%), NORTH PHILADELPHIA WEST (41.3%) AND THE RIVERWARDS (42.7%) EXCEED THIS RATE. FOOD INSECURITY --------------- NINETEEN PERCENT OF PHILADELPHIANS ARE FOOD INSECURE. THESE RATES ARE EVEN HIGHER IN NORTH PHILADELPHIA EAST (27.9%), SOUTH PHILADELPHIA EAST (21.5%) AND SOUTH PHILADELPHIA WEST (20.2%). 24.5% OF PEOPLE IN PHILADELPHIA RECEIVE FOOD ASSISTANCE. WHILE ONLY 6.7% OF CENTER CITY RESIDENTS RECEIVE FOOD ASSISTANCE, RESIDENTS IN OTHER TJUH CBA EXCEED THE OVERALL RATE IN PHILADELPHIA (43% IN NORTH PHILADELPHIA EAST, 37.2% IN NORTH PHILADELPHIA WEST, 37% IN THE RIVERWARDS). DESPITE HIGHER FOOD INSECURITY RATES IN SOUTH PHILADELPHIA, THESE NEIGHBORHOODS ARE LESS LIKELY TO RECEIVE FOOD ASSISTANCE (17.2% IN SOUTH PHILADELPHIA EAST AND 21.4% IN SOUTH PHILADELPHIA WEST), WHICH MAY REFLECT THAT THESE NEIGHBORHOODS ALSO HAVE HIGHER POPULATIONS OF IMMIGRANTS AND REFUGEES. SPEAK ENGLISH LESS THAN "VERY WELL" ----------------------------------- THIRTEEN PERCENT OF PEOPLE IN PHILADELPHIA WERE BORN OUTSIDE THE UNITED STATES. 10.6% OF PHILADELPHIANS SPEAK ENGLISH LESS THAN "VERY WELL". IN TJUHS CBA, THE RATE OF SPEAK ENGLISH LESS THAN "VERY WELL" ARE NORTH PHILADELPHIA EAST (17.5%), RIVERWARDS (16.1%) AND SOUTH PHILADELPHIA EAST (17.3%). HEALTH INSURANCE ---------------- FOURTEEN PERCENT OF ADULTS AGED 18-64 ARE UNINSURED IN PHILADELPHIA, A 6% IMPROVEMENT COMPARED TO 2012. IN TJUHS CBA THIS RATE RANGES FROM 5% IN CENTER CITY TO ALMOST 19 PERCENT IN OTHER NEIGHBORHOODS (18.97% NORTH PHILADELPHIA EAST; 15.98 IN NORTH PHILADELPHIA WEST; 18% IN RIVERWARDS; AND 18.75% IN SOUTH PHILADELPHIA EAST). THE RATE OF UNINSURED CHILDREN IN PHILADELPHIA (4.2 %) HAS DECREASED SLIGHTLY SINCE 2012 (4.6%). SCHEDULE H, PART VI; QUESTION 5 THE ORGANIZATION DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. TJUH'S COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON PROVIDING OPPORTUNITIES FOR YOUTH TO EXPLORE CAREERS IN HEALTHCARE THROUGH HEALTH AWARENESS EDUCATION, MENTORING, AND INTERNSHIPS. ADDITIONALLY, JEFFERSON STAFF PLAY LEADERSHIP ROLES IN THE COMMUNITY BUILDING ORGANIZATIONS SUCH AS THOSE DEVOTED TO ASSISTING OLDER ADULTS AND CREATING CAREER OPPORTUNITIES FOR YOUTH. THE HOSPITAL ALSO DONATES FUNDS TO MANY ORGANIZATIONS THAT PROVIDE SOCIAL AND COMMUNITY ENHANCEMENT SERVICES IN OUR TARGET COMMUNITIES. CENTER FOR URBAN HEALTH; JEFFERSON COLLABORATIVE FOR HEALTH EQUITY ------------------------------------------------------------------ IN 1998 JEFFERSON OPENED THE CENTER FOR URBAN HEALTH, RENAMED THE JEFFERSON COLLABORATIVE FOR HEALTH EQUITY, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: - ACCESS AND ADVOCACY; - RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; - COMMUNITY PARTNERSHIPS AND OUTREACH; - HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; - EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND - SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT FOR ADDITIONAL INFORMATION ON PROMOTION OF COMMUNITY HEALTH. SCHEDULE H, PART VI; QUESTION 6 HE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS ALSO AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU"). TJU IS ALSO RECOGNIZED AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS THE TAX-EXEMPT PARENT ORGANIZATION OF TJU/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. JEFFERSON HEALTH, IN PARTNERSHIP WITH TJU, IS DEDICATED TO DISCOVERING NEW TREATMENTS AND THERAPIES THAT WILL DEFINE THE FUTURE OF CLINICAL CARE; PROVIDING EXCEPTIONAL PRIMARY THROUGH COMPLEX QUATERNARY CARE TO PATIENTS IN THE COMMUNITIES WE SERVE THROUGHOUT THE DELAWARE VALLEY; AND EDUCATING TOMORROW'S PROFESSIONALS THROUGH TRANSDISCIPLINARY AND EXPERIENTIAL LEARNING DESIGNED FOR NEW AND EMERGING FIELDS FOR THE 21ST CENTURY. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY WITHIN THE SYSTEM IS EITHER TJU OR ANOTHER SYSTEM AFFILIATE CONTROLLED OR OWNED BY TJU. OUTLINED BELOW IS A SUMMARY OF THE ENTITIES WHICH COMPRISE THE SYSTEM: THOMAS JEFFERSON UNIVERSITY --------------------------- THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). TJU IS THE PARENT COMPANY THAT FINANCIALLY AND CORPORATELY INTEGRATES THOMAS JEFFERSON UNIVERSITY AMONG ITS SUBSIDIARY ENTITIES. TJU IS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY ("SKMC") AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. TJU'S EDUCATIONAL PROGRAMS ARE FULLY ACCREDITED AND IT EDUCATES OVER 4,000 STUDENTS ANNUALLY. TJUH SYSTEM ----------- EFFECTIVE WITH THE CLOSE OF BUSINESS ON JUNE 30, 2024, TJUH SYSTEM ("TJUHS") WAS STATUTORILY MERGED INTO JEFFERSON HEALTH CORPORATION ("JHC"). PRIOR TO ITS STATUTORY MERGER, TJUHS WAS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). TJUHS WAS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR VARIOUS OTHER HOSPITALS AND OTHER ORGANIZATIONS. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). TJUH PROMOTES THE HEALTH OF THE COMMUNITIES IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY, AND DELAWARE PRIMARILY BY PROVIDING HOSPITAL, SUB-ACUTE, OUTPATIENT, AND PHYSICIAN SERVICES AND BY PROVIDING FACILITIES IN WHICH STUDENTS, PHYSICIANS, NURSES, AND OTHER HEALTHCARE PROFESSIONALS ARE TRAINED IN A CLINICAL SETTING. TJUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. TJUH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. EMERGENCY TRANSPORT ASSOCIATES, INC. ------------------------------------ EMERGENCY TRANSPORT ASSOCIATES, INC. ("ETA") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). ETA SEEKS TO PROVIDE HIGH QUALITY AIR AND GROUND MEDICAL TRANSPORTATION SERVICES TO PATIENTS WHO ARE ADMITTED TO OR DISCHARGED FROM JEFFERSON FACILITIES. JEFFEX, INC. ------------ JEFFEX, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFEX, INC. IS A SUPPORTING ORGANIZATION OF THE SYSTEM WHOSE ACTIVITIES INCLUDE OPERATING A PHARMACY FOR PATIENTS AND EMPLOYEES. JEFFERSON MEDICAL GROUP ----------------------- JEFFERSON MEDICAL GROUP ("JMG") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. JEFFERSON MEDICAL CARE ---------------------- JEFFERSON MEDICAL CARE ("JMC") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. JEFFERSON CLUB (A/K/A JEFFERSON FACULTY CLUB) --------------------------------------------- JEFFERSON CLUB A/K/A JEFFERSON FACULTY CLUB ("JC") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION IS CURRENTLY INACTIVE. JEFFERSON UNIVERSITY PHYSICIANS ------------------------------- JEFFERSON UNIVERSITY PHYSICIANS ("JUP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. JEFFERSON UNIVERSITY PHYSICIANS OF NEW JERSEY, P.C. --------------------------------------------------- JEFFERSON UNIVERSITY PHYSICIANS OF NJ, P.C. ("JUPNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF THE SYSTEM; PRIMARILY ITS TAX-EXEMPT ACUTE CARE HOSPITALS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, BY PRACTICING MEDICINE, ENGAGING IN MEDICAL EDUCATION AND WORKING TO IMPROVE THE WELFARE OF INDIVIDUALS, THE ORGANIZATION COMPRISES A COMPONENT OF THE CLINICAL SERVICE PHYSICIAN PRACTICE PLANS OF THE SYSTEM'S TEACHING HOSPITALS AND IS AN INTEGRAL PART OF THESE INSTITUTIONS. METHODIST ASSOCIATES IN HEALTHCARE, INC. ---------------------------------------- METHODIST ASSOCIATES IN HEALTHCARE, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). THE ORGANIZATION SUPPORT SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA AND NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY. true MAGEE REHABILITATION HOSPITAL 1101 MARKET ST PHILADELPHIA PA 19107 231476328 501(C)(3) 23319 SUB-GRANTEE 1 SCHEDULE I, PART I; QUESTION 2 GRANTS ARE MONITORED BY THE SYSTEM'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X true true X X X X true true false false false false false true false CHARLES J YEO MD FACS TRUSTEE 0 1133675 0 423195 0 90196 0 75900 0 20203 0 1743169 0 0 RICHARD J WEBSTER RN MSN FORMER OFFICER 128625 0 240443 0 791407 0 42900 0 11343 0 1214718 0 48125 0 SANDRA ELAINE BROOKS Former Officer 121193 0 164387 0 497501 0 16960 0 29452 0 829493 0 0 0 SHARON M GALUP SVP, PAYER STRATEGY & CONTRACT 504914 0 169037 0 22981 0 64174 0 10027 0 771133 0 0 0 PRANAVI SREERAMOJU CHIEF QUALITY OFFICER 202185 316978 0 0 1051 778 26689 0 9754 8963 239679 326719 0 0 RODNEY BELL MD TRUSTEE 0 387760 0 51975 0 8739 0 51950 0 19729 0 520153 0 0 CHRISTOPHER TOMLINSON VP, CLNICAL LAB/PATHOLOGY 295493 0 118593 0 16099 0 36300 0 20676 0 487161 0 0 0 ANTHONY J DIMARINO JRMD TRUSTEE 0 404738 0 0 0 7821 0 44645 0 22077 0 479281 0 0 GERALD A ISENBERG MD TRUSTEE - MED STAFF PRES 0 379398 0 20318 0 11935 0 43605 0 21244 0 476500 0 0 KRISTEN A VOGL SVP, Operations - TJUH 306708 0 87621 0 10112 0 36300 0 26946 0 467687 0 0 0 ALEX KHARITON RTT MBA VP, CANCER SERVICES 306969 0 81230 0 23104 0 42900 0 9582 0 463785 0 0 0 JOANNE FLICKO-O'HARA MD TRUSTEE; EX-OFFICIO 0 364502 0 18946 0 27101 0 44979 0 1630 0 457158 0 0 VIJAY M RAO MD FACR TRUSTEE 0 271361 0 35091 0 11124 0 39174 0 10284 0 367034 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2023 FORMS W-2. SCHEDULE J, PART I; QUESTION 1 THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: RICHARD J. WEBSTER, RN, MSN; SANDRA ELAINE BROOKS, M.D., MBA AND SHARON M. GALUP. SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2023 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD J. WEBSTER, RN, MSN, $439,998 AND SANDRA ELAINE BROOKS, M.D., $492,214. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CHARLES J. YEO, M.D., FACS, $44,963; RICHARD J. WEBSTER, RN, MSN, $291,812 AND SANDRA ELAINE BROOKS, M.D., $4,236. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HIS 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD J. WEBSTER, RN, MSN, $57,750. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HER 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: SHARON M. GALUP, $21,274. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II; COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. X 8 364712 FMV false true false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS ALSO AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU"). TJU IS ALSO RECOGNIZED AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS THE TAX-EXEMPT PARENT ORGANIZATION OF TJU/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. JEFFERSON HEALTH, IN PARTNERSHIP WITH TJU, IS DEDICATED TO DISCOVERING NEW TREATMENTS AND THERAPIES THAT WILL DEFINE THE FUTURE OF CLINICAL CARE; PROVIDING EXCEPTIONAL PRIMARY THROUGH COMPLEX QUATERNARY CARE TO PATIENTS IN THE COMMUNITIES WE SERVE THROUGHOUT THE DELAWARE VALLEY; AND EDUCATING TOMORROW'S PROFESSIONALS THROUGH TRANSDISCIPLINARY AND EXPERIENTIAL LEARNING DESIGNED FOR NEW AND EMERGING FIELDS FOR THE 21ST CENTURY. TJU HAS MORE THAN 42,000 EMPLOYEES AND IS THE SECOND LARGEST EMPLOYER IN PHILADELPHIA. JEFFERSON HEALTH INCLUDES 17 HOSPITALS, 3,867 LICENSED BEDS, 5,963 CREDENTIALED PHYSICIANS AND 9,600 NURSES. JEFFERSON HEALTH'S OUTPATIENT AND COMMUNITY-BASED SERVICES ARE DELIVERED THROUGH A NETWORK OF OWNED AND AFFILIATED PHYSICIAN PRACTICES, SATELLITE MEDICAL AND SURGICAL CENTERS, OUTPATIENT LABORATORIES AND RADIOLOGY CENTERS. JEFFERSON HEALTH INCLUDES OVER 160 OUTPATIENT AND URGENT CARE LOCATIONS, 3 MAGNET DESIGNATIONS, 2 PATHWAYS TO EXCELLENCE DESIGNATIONS, AND THE NCI-DESIGNATED SIDNEY KIMMEL CANCER CENTER. TJU RECENTLY OPENED THE HONICKMAN CENTER IN DOWNTOWN PHILADELPHIA; A TWENTY-STORY ADVANCED TECHNOLOGY FACILITY FOR VARIOUS MEDICAL SERVICES FOR THE COMMUNITY. THE SYSTEM'S HOSPITALS' CONFORMANCE WITH IRS REVENUE RULING 69-545 THE WHOLLY OWNED HOSPITALS IN THE SYSTEM ARE RECOGNIZED BY THE IRS AS INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. PURSUANT TO ITS CHARITABLE PURPOSES, EACH OF THESE HOSPITALS PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, GENDER IDENTITY, SEXUAL ORIENTATION, NATIONAL ORIGIN, OR ABILITY TO PAY. MOREOVER, OUR HOSPITALS OPERATE CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1. PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE, AND MEDICAID PATIENTS. 2. OPERATING ACTIVE EMERGENCY DEPARTMENTS FOR ALL PERSONS THAT ARE OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR. 3. MAINTAINING OPEN MEDICAL STAFFS, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS. 4. CONTROL POSITIONED WITH HOSPITAL BOARD OF TRUSTEES AND THE BOARD OF TRUSTEES OF TJU, AND ALL THE BOARDS ARE COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE REPRESENTED COMMUNITIES; AND 5. USING SURPLUS FUNDS TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES/EQUIPMENT AND ADVANCE AND IMPROVE MEDICAL CARE, PROGRAMS AND ACTIVITIES THROUGH PATIENT CARE AND MEDICAL TRAINING, EDUCATION, AND RESEARCH. THE OPERATIONS OF OUR WHOLLY OWNED HOSPITALS AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THE PROVISION OF SUBSTANTIAL COMMUNITY BENEFIT; BOTH COLLECTIVELY AND INDIVIDUALLY; AND THAT THE USE AND CONTROL OF THE RESPECTIVE HOSPITAL FACILITIES ARE FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF ANY OF THE HOSPITAL ORGANIZATIONS INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL, NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. TJU HOSPITALS COLLECTIVELY PROVIDE SUBSTANTIAL COMMUNITY BENEFIT FOR FISCAL YEARS ENDED JUNE 30, 2024 AND 2023; THE TJU WHOLLY OWNED TAX-EXEMPT HOSPITALS PROVIDED A TOTAL OF APPROXIMATELY $754 MILLION AND $813 MILLION OF COMBINED NET COMMUNITY BENEFIT COSTS AS DEFINED BY THE IRS AND REFLECTED IN THEIR RESPECTIVE FORMS 990, SCHEDULE H, PART I. THESE NUMBERS ARE AT ESTIMATED COST AND ARE NET OF ANY FEDERAL, STATE OR LOCAL REMUNERATION OR REIMBURSEMENT. THE CORRESPONDING COMBINED COMMUNITY BENEFIT PERCENTAGES WERE APPROXIMATELY 12.09% AND 12.86% FOR THE FISCAL YEARS ENDED JUNE 30, 2024 AND 2023; RESPECTIVELY. THESE PERCENTAGES WERE DERIVED BY USING THE COMBINED NET COMMUNITY BENEFIT COSTS AS THE NUMERATOR AND TOTAL COMBINED HOSPITAL OPERATING EXPENSES AS THE DENOMINATOR. THESE COSTS AND PERCENTAGES DO NOT INCLUDE ANY ESTIMATED BAD DEBT COSTS AND ANY MEDICARE SHORTFALL INCURRED BY ANY OF THE TJU WHOLLY OWNED TAX-EXEMPT HOSPITALS FOR EITHER FISCAL YEARS. THE TAXPAYER INDIVIDUALLY PROVIDES SUBSTANTIAL COMMUNITY BENEFIT OF THE NET COMMUNITY BENEFIT COSTS OUTLINED ABOVE FOR FISCAL YEARS ENDED JUNE 30, 2024 AND 2023; THE TAXPAYER CONTRIBUTED APPROXIMATELY $341 MILLION AND $370 MILLION OF NET COMMUNITY BENEFIT COSTS AS DEFINED BY THE IRS AND REFLECTED IN THEIR RESPECTIVE FORM 990, SCHEDULE H, PART I TO THE TOTALS REPORTED. THESE NUMBERS ARE AT ESTIMATED COST AND ARE NET OF ANY FEDERAL, STATE OR LOCAL REMUNERATION OR REIMBURSEMENT. THE CORRESPONDING COMBINED COMMUNITY BENEFIT PERCENTAGES OF THE TAXPAYER WERE APPROXIMATELY 13.75% AND 14.84% FOR THE FISCAL YEARS ENDED JUNE 30, 2024 AND 2023; RESPECTIVELY. THESE PERCENTAGES WERE DERIVED BY USING THE TAXPAYER'S NET COMMUNITY BENEFIT COSTS AS THE NUMERATOR AND THE TOTAL TAXPAYER'S OPERATING EXPENSES AS THE DENOMINATOR. THESE COSTS AND PERCENTAGES DO NOT INCLUDE ANY ESTIMATED BAD DEBT COSTS AND ANY MEDICARE SHORTFALL INCURRED BY THE TAXPAYER FOR EITHER FISCAL YEARS. JEFFERSON ENTERPRISE -------------------- MISSION: WE IMPROVE LIVES. VISION: REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. VALUES: JEFFERSON HEALTH'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS TJUH BY THE NUMBERS ------------------- TJUH - INCLUDING BOTH TJUH AND JEFFERSON HOSPITAL FOR NEUROSCIENCES (FOR FISCAL YEAR 2024) - 716 LICENSED BEDS (632 AT TJUH AND 84 AT JEFFERSON HOSPITAL FOR NEUROSCIENCES) - 28,869 TOTAL DISCHARGES - 11,343 INPATIENT SURGERIES - 88,149 EMERGENCY DEPARTMENT VISITS JEFFERSON METHODIST HOSPITAL (FOR FISCAL YEAR 2024) - 168 LICENSED BEDS - 6,808 TOTAL DISCHARGES - 1,727 INPATIENT SURGERIES - 33,073 EMERGENCY DEPARTMENT VISITS AWARDS & HONORS --------------- HEALTHGRADES IS A LONGSTANDING LEADER IN MAKING INFORMATION ON PHYSICIANS AND HOSPITALS MORE ACCESSIBLE AND TRANSPARENT. THEY PROVIDE CONSUMERS WITH INFORMATION ABOUT CLINICAL OUTCOMES, SATISFACTION, SAFETY AND HEALTH CONDITIONS. HEALTHGRADES NAMED THOMAS JEFFERSON UNIVERSITY HOSPITAL, AND JEFFERSON METHODIST HOSPITAL AS AMONG THE BEST HOSPITALS IN PENNSYLVANIA. PHILADELPHIA MAGAZINE NAMED APPROXIMATELY 600 TJUH PHYSICIANS AMONG THE REGION'S BEST BY CASTLE CONNOLLY AND HAVE ALSO FEATURED TJUH PHYSICIANS IN PREVIOUS ISSUES OF PHILADELPHIA MAGAZINE'S TOP DOCTORS. AS AN ACADEMIC MEDICAL CENTER, THOMAS JEFFERSON UNIVERSITY HOSPITALS STANDS OUT AMONG THE NATION'S BEST HOSPITALS AS RANKED BY U.S. NEWS & WORLD REPORT. TJUH RANKED NATIONALLY IN SEVEN SPECIALTIES: OPHTHALMOLOGY; ORTHOPEDICS; EAR, NOSE & THROAT; NEUROLOGY AND NEUROSURGERY; UROLOGY; GASTROENTEROLOGY AND GI SURGERY; AND PULMONOLOGY & LUNG SURGERY. IN ADDITION, THOMAS JEFFERSON UNIVERSITY HOSPITAL ALSO CONTINUES TO RANK HIGHLY IN THE LIST OF TOP HOSPITALS IN PENNSYLVANIA (2ND) AND THE PHILADELPHIA METRO AREA (2ND). JEFFERSON HEALTH - CENTER CITY HOSPITALS ARE MAGNET-DESIGNATED FOR NURSING EXCELLENCE; LESS THAN 10 PERCENT OF HOSPITALS NATIONWIDE ARE MAGNET DESIGNATED. ADDITIONALLY, THOMAS JEFFERSON UNIVERSITY HOSPITAL HAS RECEIVED A 4/5-STAR RATING FROM MEDICARE, BASED ON HOW THE HOSPITAL PERFORMS ACROSS DIFFERENT AREAS OF QUALITY, SUCH AS TREATING HEART ATTACKS AND PNEUMONIA, READMISSION RATES AND SAFETY OF CARE. SEVERAL CLINICAL PROGRAMS HAVE ALSO BEEN RECOGNIZED FOR OUTSTANDING PERFORMANCE AND OUTCOMES. THE SIDNEY KIMMEL COMPREHENSIVE CANCER CENTER, IS ONE OF ONLY 57 COMPREHENSIVE-DESIGNATED NATIONAL CANCER INSTITUTE (NCI) CENTERS. THE CENTER HAS ALSO RECEIVED ACCREDITATION FROM THE AMERICAN COLLEGE OF SURGEONS NATIONAL ACCREDITATION PROGRAM FOR BREAST CENTERS (NAPBC) AND HAS EXCELLENT OUTCOMES IN BONE MARROW AND STEM CELL TRANSPLANTATION. THE TJUH TRANSPLANT INSTITUTE ACHIEVED A 5/5 RATING FROM THE SCIENTIFIC REGISTRY OF TRANSPLANT RECIPIENTS FOR ONE-YEAR LIVER PATIENT SURVIVAL TRANSPLANTATION OUTCOMES AND IS AMONG THE TOP 8 IN THE COUNTRY. THE KIDNEY AND PANCREAS TRANSPLANT PROGRAMS RECEIVED A 4/5 RATING - ALSO PLACING THEM AMONG THE TOP-RATED PROGRAMS IN THE REGION FOR TRANSPLANT OUTCOMES. THE UNITED NETWORK FOR ORGAN SHARING (UNOS) HAS DESIGNATED JEFFERSON AS A KIDNEY TRANSPLANT CENTER FOR BOTH LIVING AND DECEASED DONOR KIDNEYS. THE TRANSPLANT INSTITUTE IS ALSO PART OF THE AMERICAN SOCIETY OF TRANSPLANTATION'S THE LIVING DONOR CIRCLE OF EXCELLENCE PROGRAM THAT RECOGNIZES ORGANIZATIONS WITH POLICIES TO SUPPORT THE WAGES OF A LIVING DONOR EMPLOYEE WHO DONATES A KIDNEY, OR A PART OF THEIR LIVER. THE VICKIE & JACK FARBER INSTITUTE FOR NEUROSCIENCE IS NATIONALLY RENOWNED FOR EXPERTISE IN TREATING BRAIN TUMORS, SPINAL CORD INJURIES, ANEURYSMS AND ARTERIOVENOUS MALFORMATIONS. JEFFERSON HEALTH'S STROKE PROGRAMS RECENTLY RECEIVED THE GET WITH THE GUIDELINES-STROKE GOLD-PLUS QUALITY ACHIEVEMENT AWARD FOR CONSISTENT COMPLIANCE WITH QUALITY MEASURES OUTLINED BY THE AMERICAN HEART ASSOCIATION/AMERICAN STROKE ASSOCIATION FOR THE DIAGNOSIS AND TREATMENT OF STROKE. IT ALSO RECEIVED THE ASSOCIATION'S TARGET: STROKE HONOR ROLL WHICH RECOGNIZES HOSPITALS THAT ACHIEVE IMPROVED STROKE OUTCOMES THROUGH REDUCED TIME TO TREATMENT WITH IV THROMBOLYTIC (CLOT BUSTER). THE VICKI AND JACK FARBER INSTITUTE FOR NEUROSCIENCE IS ALSO HOME TO THE FRANCES & JOSEPH WEINBERG RESEARCH UNIT WITHIN THE JEFFERSON WEINBERG ALS CENTER. JEFFERSON'S HEALTH'S WEINBERG CENTER IS AN ALS ASSOCIATION CERTIFIED TREATMENT CENTER OF EXCELLENCE. THE VICKIE AND JACK FARBER INSTITUTE FOR NEUROSCIENCE ALSO INCLUDES A COMPREHENSIVE PARKINSON'S DISEASE & MOVEMENT DISORDER CENTER -- ALSO RECOGNIZED AS A CENTER OF EXCELLENCE BY THE PARKINSON'S FOUNDATION. U.S. NEWS & WORLD REPORT RECOGNIZED TJUH'S TOP-RANKED PROGRAMS IN PULMONOLOGY, THE JANE & LEONARD KORMAN RESPIRATORY INSTITUTE, IN PARTNERSHIP WITH NATIONAL JEWISH HEALTH, PROVIDES COMPREHENSIVE RESPIRATORY CARE AND TREATMENT. THE JANE & LEONARD KORMAN RESPIRATORY INSTITUTE IS ALSO ONE OF A SELECT GROUP OF SPECIALIZED CENTERS IN THE COUNTRY FOR THE TREATMENT OF CYSTIC FIBROSIS. THOMAS JEFFERSON UNIVERSITY HOSPITAL HAS BEEN GRANTED MAGNET RECOGNITION FOR NURSING EXCELLENCE FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). ANCC IS A SUBSIDIARY OF THE AMERICAN NURSES ASSOCIATION. LESS THAN 10% OF ALL HOSPITALS IN THE UNITED STATES HAVE ACHIEVED ANCC MAGNET RECOGNITION STATUS. THE MAGNET RECOGNITION PROGRAM RECOGNIZES HEALTHCARE ORGANIZATIONS FOR QUALITY PATIENT CARE, NURSING EXCELLENCE AND INNOVATIONS IN PROFESSIONAL NURSING PRACTICE. MAGNET HOSPITALS ENJOY HIGHER PERCENTAGES OF IMPROVED PATIENT CARE OUTCOMES AND IMPROVED PATIENT SATISFACTION AS WELL AS ATTRACTING TOP NOTCH NURSES, PHYSICIANS AND HEALTHCARE PROFESSIONALS. ALL HOSPITALS THAT ARE PART OF TJUH ARE FULLY ACCREDITED BY THE JOINT COMMISSION. ACROSS THE UNITED STATES, THE JOINT COMMISSION EVALUATES AND ACCREDITS HEALTHCARE ORGANIZATIONS. ACCREDITATION FROM THIS INDEPENDENT, NONPROFIT ORGANIZATION IS A RECOGNIZED SYMBOL OF QUALITY, DEMONSTRATING AN ORGANIZATION'S ACHIEVEMENT OF PERFORMANCE STANDARDS. ACCREDITATION REQUIRES SUCCESSFUL COMPLETION OF AN ON-SITE SURVEY AT LEAST EVERY THREE YEARS. THE JOINT COMMISSION HAS RECOGNIZED TJUH AS IMPROVING IN QUALITY AND SAFETY IN THE AREAS OF HEART ATTACKS, HEART FAILURE, PNEUMONIA, SPINE SURGERY, SURGICAL CARE, IMMUNIZATIONS AND PERINATAL CARE. THEY HAVE ALSO RECOGNIZED JEFFERSON WITH SPECIFIC QUALITY AWARDS, INCLUDING THE MEDAL OF HONOR FOR ORGAN DONATION AND ADVANCED CERTIFICATIONS SUCH AS A PRIMARY STROKE CENTER AND IN VENTRICULAR ASSIST DEVICE (VAD). CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS COMMUNITY SUPPORT, ACTIVITIES AND PROGRAMS ------------------------------------------ JEFFERSON COLLABORATIVE FOR HEALTH EQUITY (J-CHE) ADDRESSES THE COMPLEX ISSUES RELATED TO HEALTH INEQUITIES FACING OUR COMMUNITIES BY ALIGNING RESOURCES, BUILDING TRUSTED AND SUSTAINABLE PARTNERSHIPS THAT CREATE AND DRIVE SUSTAINABLE CHANGE BY: - BUILDING ON COMMUNITY STRENGTHS TO IMPROVE HEALTH AND WELL-BEING - FOSTERING THE LOCAL ECOSYSTEMS NECESSARY TO PROMOTE HEALTH EQUITY - PARTNERING WITH WELL-ESTABLISHED COMMUNITY ORGANIZATIONS AS COLLABORATORS - DEPLOYING AN ASSET- BASED APPROACH TO IMPROVE HEALTH AND WELLBEING IN THE COMMUNITY - INTEGRATING HEALTH AND SOCIAL NEED INFRASTRUCTURE BY CULTIVATING COMMUNITY ASSETS IN SUPPORT OF COMMUNITY HEALTH SCREENING, HEALTH EDUCATION, RESOURCE NAVIGATION AND COMMUNITY CAPACITY BUILDING. HIGHLIGHTED BELOW ARE A NUMBER OF SIGNATURE PROGRAMS THAT ARE A PART OF THE COLLABORATIVE: - IN LATE SEPTEMBER 2021, JEFFERSON AND NOVARTIS US MARKED THE COLLABORATION AND FORMAL LAUNCH OF CLOSING THE GAP. CLOSING THE GAP ADDRESSES UPSTREAM SOCIAL DETERMINANTS OF HEALTH THAT CONTRIBUTE TO ADVERSE CARDIOVASCULAR HEALTH DISPARITIES IN PHILADELPHIA REGION. THIS COMMUNITY-BASED INITIATIVE INTEGRATES HEALTH AND SOCIAL NEED INFRASTRUCTURE BY CULTIVATING COMMUNITY ASSETS IN SUPPORT OF COMMUNITY HEALTH SCREENING, RESOURCE NAVIGATION AND COMMUNITY CAPACITY BUILDING. - BETTER TOGETHER AT HOME, A PARTNERSHIP WITH HABITAT FOR HUMANITY PHILADELPHIA, REPAIRS STRUCTURAL AND/OR SAFETY CONCERNS THAT PREVENT HOMEOWNERS WITH CHRONIC CONDITIONS FROM STORING, PREPARING, HEATING, AND/OR EATING MEALS. IN ADDITION TO PROVIDING THE NECESSARY RENOVATIONS, THE PROGRAM PROVIDES HOMEOWNERS WITH HEALTH EDUCATION AND CHRONIC DISEASE MANAGEMENT SUPPORT AROUND HYPERTENSION AND DIABETES THROUGH CLASSES AND CHW SUPPORT. THROUGH THIS PROGRAM WE HAVE SUCCESSFULLY REHABILITATED 14 HOMES, FOSTERING AN ENVIRONMENT WHERE PROGRAM PARTICIPANTS CAN SAFELY STORE AND PREPARE FOOD WITHIN THEIR RESIDENCES. CURRENTLY PROGRESSING TOWARDS THE REHABILITATION OF 11 MORE HOMES, SLATED TO REACH OUR TARGETED MILESTONE OF 25 HOMES BY DECEMBER 2024 THROUGHOUT 12 ZIP CODES IN THE PHILADELPHIA AREA. - JEFFERSON AIMS TO BUILD THE CAPACITY OF COMMUNITY PARTNERS TO ADDRESS KEY HEALTH AND WELL-BEING PRIORITIES IN THE COMMUNITIES. THROUGH LINDY FAMILY CATALYST GRANTS PROGRAM, COMMUNITY-BASED ORGANIZATIONS ARE PROVIDED FUNDING AND CAPACITY-BUILDING SUPPORT TO DEEPEN THEIR COMMUNITY IMPACT, STRENGTHEN THEIR SUSTAINABILITY, AND EXPAND THEIR SERVICES. SIXTEEN (16) CBOS HAVE BEEN GRANTED FUNDING TO ENHANCE THEIR CAPACITY IN ADDRESSING VITAL HEALTH PRIORITIES IDENTIFIED THROUGH THE CHNA, INCLUDING MENTAL HEALTH, TRAUMA, HOUSING, BUILT ENVIRONMENT, AND YOUTH MENTORSHIP. - THE COMMUNITY HEALTH WORKER ACADEMY (CHWA) IS FOUNDATIONAL TO THE COLLABORATIVE'S WORK. THE GOAL OF THE CHWA IS TO IMPROVE THE HEALTH OF VULNERABLE COMMUNITY MEMBERS BY STRENGTHENING AND EXPANDING THE COMMUNITY HEALTH WORKER WORKFORCE. WE USE A MULTIPRONGED APPROACH TO COMBAT HEALTH INEQUITIES, PROVIDING CAREER OPPORTUNITIES FOR PHILADELPHIANS WISHING TO ENTER THE HEALTHCARE FIELD AND CREATING A BRIDGE BETWEEN THE COMMUNITY AND JEFFERSON'S HEALTHCARE SYSTEM. THE CWA SUCCESSFULLY GRADUATED 10 OUT OF 12 RECRUITED COMMUNITY HEALTH WORKERS (CHWS) FROM THE INAUGURAL COHORT, ALL OF WHOM OBTAINED STATE CERTIFICATION. NINE OUT OF THE TEN CHWS WERE RETAINED AND ARE CURRENTLY EMPLOYED BY JEFFERSON, WHILE THE REMAINING CHW SECURED EMPLOYMENT IN A SIMILAR ROLE WITH THE STATE. WE LAUNCHED THE SECOND COHORT OF THE CHW ACADEMY AS OF MAY 2024, WITH THE RECRUITMENT AND ONBOARDING OF 15 NEW COMMUNITY MEMBERS. THE COLLABORATIVE OFFERS EVIDENCE-BASED HEALTH EDUCATION PROGRAMMING TO COMMUNITY MEMBERS IN THE FORM OF DIABETES PREVENTION, DIABETES SELF-MANAGEMENT, HYPERTENSION MANAGEMENT, NUTRITION COUNSELING, AND RESOURCE NAVIGATION SUPPORT FROM COMMUNITY HEALTH WORKERS. THE JEFFERSON COLLABORATIVE FOR HEALTH EQUITY COLLABORATES WITH THE OTHER PROGRAMS THAT SERVE THE COMMUNITY: - THE FRAZIER FAMILY COALITION FOR STROKE EDUCATION AND PREVENTION IS A COLLABORATION BETWEEN JEFFERSON HEALTH AND TEMPLE HEALTH, COORDINATED THROUGH THE VICKIE AND JACK AND FARBER INSTITUTE FOR NEUROSCIENCE. FRAZIER FAMILY COALITION PROMOTES THE HEALTH OF THE COMMUNITY THROUGH A MULTIFACETED PROGRAM AIMED AT REDUCING THE NUMBER OF STROKES - AN ESPECIALLY URGENT NEED, SINCE STROKE IS THE FOURTH-HIGHEST CAUSE OF DEATH IN PHILADELPHIA. WITH ITS OFFICE LOCATED IN THE LOWEST-INCOME ZIP CODE IN THE CITY, THE COALITION IS COUNTERING THE LACK OF ACCESS TO PROVIDERS, UNMANAGED CHRONIC DISEASE AND LIMITED AWARENESS OF RISK FACTORS THAT HAS ALLOWED THE RATE OF STROKE TO SWELL IN NORTH PHILADELPHIA. - TJUH'S DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE IS ONE OF THE LARGEST PROVIDERS IN PHILADELPHIA FOR REFUGEE HEALTHCARE AND IS ONE OF ONLY FOUR PROGRAMS IN THE NATION RECOGNIZED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION AS A CENTER OF EXCELLENCE. IN 2021, JEFFERSON OPENED THE HANSJRG WYSS WELLNESS CENTER IN SOUTH PHILADELPHIA. THE INTENT OF THE CLINIC IS TO BRING LOW-BARRIER MEDICAL AND SOCIAL SERVICES TO IMMIGRANT AND REFUGEE COMMUNITIES. IN 2023, JEFFERSON TRANSITIONED THE OWNERSHIP OF THE CENTER TO A LOCAL COMMUNITY-BASED ORGANIZATION, SOUTH PHILLY EAST HEALTH AND WELLNESS CENTER (SOPHIE) WHICH IS IN THE PROCESS OF OBTAINING FQHC LOOK-ALIKE STATUS. - THE JEFFERSON CENTER FOR CONNECTED CARE WAS LAUNCHED TO DEVELOP AND TEST INNOVATIVE APPROACHES FOR A PATIENT-RESPONSIVE CARE DELIVERY SYSTEM. THE CENTER'S CORE RESEARCH INITIATIVES FOCUS ON DIGITAL READINESS, PATIENT UNCERTAINTY, FOOD AS MEDICINE, VACCINE CONFIDENCE, IMPACT OF TELEHEALTH ON PATIENT AND SYSTEM OUTCOMES, AND DEVELOPING A PATIENT-CENTERED SYSTEM DESIGN. - PART OF THE LATINA COMMUNITY HEALTH SERVICES WITHIN THE PUENTESDE SALUDORGANIZATION, THE LATINA WOMEN'S CLINIC PROVIDES COMPREHENSIVE PRE & POST-NATAL CARE WITH 24/7 ACCESS AND SUPPORT LIKE MEDICAL-LEGAL GUIDANCE AND BEHAVIORAL HEALTH COUNSELING. COMMUNITY HEALTH EDUCATION --------------------------- TJUH BRINGS HEALTHCARE SERVICES SUCH AS BLOOD PRESSURE SCREENINGS, HEALTH INFORMATION AND RESOURCES, FLU VACCINATIONS AND OTHER SERVICES TO COMMUNITY SITES AND OTHER PROGRAMS AS FOLLOWS: - DIABETES PREVENTION AND MANAGEMENT: MULTIPLE PROGRAMS ARE OPEN TO THE COMMUNITY FREE OF CHARGE. JEFFPEERS (PEOPLE, EMPOWERED, EDUCATED, AND READY TO SUPPORT) IS A CHRONIC DISEASE SELF-MANAGEMENT PROGRAM DESIGNED TO HELP ADULTS BETTER MANAGE CHRONIC MEDICAL CONDITIONS. DIABETES PREVENTION PROGRAM (DPP) SUPPORTS PARTICIPANTS IN LOSING WEIGHT AND PREVENTING DIABETES. OVER FIVE COHORTS HAVE BENEFITED FROM THIS PROGRAM IN THE THREE-YEAR PERIOD. LEARNING TO MANAGE AND LIVE WITH DIABETES PROVIDES INDIVIDUALS AND FAMILIES LIVING WITH DIABETES AND PREDIABETES WITH EDUCATION TOOLS AND RESOURCES TO BETTER SELF-MANAGE DIABETES, REDUCE COMPLICATIONS AND IMPROVE QUALITY OF LIFE. - CANCER SCREENING AND SUPPORT: THROUGH THE HEALTHY WOMEN GRANT, FREE MAMMOGRAMS ARE OFFERED TO UNINSURED AND UNDERINSURED WOMEN. OUR CANCER WELCOME CENTER SERVES, FAMILIES AND COMMUNITY MEMBERS. COMPREHENSIVE SERVICES INCLUDING SUPPORT GROUPS, EDUCATIONAL WORKSHOPS, FITNESS AND WELLNESS SESSIONS, LEGAL ASSISTANCE AND MORE ARE OFFERED WITHOUT CHARGE. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS - SERVING PEOPLE WHO EXPERIENCE HOMELESSNESS: THE JEFFHOPE (HEALTH OPPORTUNITIES, PREVENTION & EDUCATION) PROGRAM SUPPORTS FOUR HOMELESS SHELTERS AND ONE NEEDLE EXCHANGE HARM REDUCTION PROGRAM IN PHILADELPHIA EVERY WEEK. THE TEAM PROVIDES ACUTE AND BASIC MEDICAL CARE AND HELPS INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS ACCESS OTHER HEALTH AND SOCIAL RESOURCES AND HEALTHCARE PROVIDERS WHO ARE BETTER EQUIPPED TO CARE FOR THEM LONG-TERM. JEFFERSON ALSO DONATED LAB AND PHARMACEUTICAL SERVICES. - HEALTH LITERACY TRAINING: JEFFERSON PARTICIPATES IN A GRANT-FUNDED PARTNERSHIP WITH HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) TO FACILITATE A REGIONAL COALITION OF HOSPITALS AND COMMUNITY MEMBERS TO IMPROVE WRITTEN AND ORAL COMMUNICATION WITH PATIENTS. THIS PARTNERSHIP HELPED TO FACILITATE THE INITIATION OF THE PA STATE HEALTH LITERACY COALITION. THROUGH THIS COLLABORATION WITH HCIF, THE HEALTH LITERACY NEEDS OF REFUGEE/IMMIGRANT COMMUNITIES WERE ASSESSED IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS SERVING THESE COMMUNITIES. - JEFFERSON'S COMMUNITY HEALTH WORKER ("CHW") PROGRAM AIMS TO TRANSFORM THE WAY COMMUNITY MEMBERS ENGAGE WITH HEALTHCARE PROVIDERS AND THE WAY HEALTHCARE PROVIDERS ENGAGE WITH THE COMMUNITY. JEFFERSON-TRAINED CHWS MEET THE UNIQUE MEDICAL AND SOCIAL NEEDS OF THE PATIENTS AND THE COMMUNITIES THEY SERVE. JEFFERSON TRAINED CHWS PROVIDE SOCIAL DETERMINANTS OF HEALTH SCREENINGS WHILE HELPING THEM NAVIGATE COMPLEX HEALTHCARE AND SOCIAL SERVICE SYSTEMS. JEFFERSON HAS ALSO ENGAGED IN A VARIETY OF COMMUNITY BUILDING ACTIVITIES TO IMPROVE THE COMMUNITY'S HEALTH AND SAFETY BY ADDRESSING POVERTY, FOOD INSECURITY, HOMELESSNESS, WORKFORCE DEVELOPMENT, BUILT ENVIRONMENT AND SUBSTANCE ABUSE. COMMUNITY BUILDING ACTIVITIES ARE ALSO FOCUSED ON PROVIDING OPPORTUNITIES FOR YOUTH TO EXPLORE CAREERS IN HEALTHCARE THROUGH HEALTH AWARENESS EDUCATION, MENTORING AND INTERNSHIPS. VOLUNTEERS ---------- MEMBERS OF OUR COMMUNITY RETURNED TO TJUH TO VOLUNTEER AND THESE INDIVIDUALS CONTRIBUTED TO SERVE THE HEALTHCARE NEEDS OF THEIR NEIGHBORS. TJUH HAS DEDICATED ITSELF TO THE COMMUNITY BY PROVIDING A DEPARTMENT RESPONSIBLE FOR THE COMMUNITY HEALTH NEEDS ASSESSMENTS, IMPLEMENTATION PLANS, COMMUNITY BENEFIT INITIATIVES, HEALTH EDUCATION, SCREENINGS, FAITH COMMUNITY NETWORK, CPR TRAINING CENTER, AND A CHRONIC DISEASE MANAGEMENT PROGRAM. IN ADDITION, TJUH PROVIDES CLINICS TO SERVE THOSE IN NEED INCLUDING PRIMARY CARE AND SPECIALTY CLINICS GEOGRAPHICALLY LOCATED WITHIN THE SERVICE AREA. CORE FORM, PART V, QUESTION 15 CHARLES J. YEO, M.D., FACS IS A VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. YEO IS AN EMPLOYED PHYSICIAN WHO PROVIDES LICENSED MEDICAL SERVICES, AS WELL AS NON-CLINICAL SERVICES. HE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY WAS NOT REQUIRED TO FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO DR. YEO BECAUSE THE PORTION OF HIS COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. RICHARD J. WEBSTER, RN, MSN is a former officer of this organization. Mr. Webster received a federal form W-2 from Thomas Jefferson University Hospitals, Inc. His common law employer/employee relationship was with Thomas Jefferson University Hospitals, Inc. Accordingly, Thomas Jefferson University Hospitals, Inc. filed a 2023 Federal Form 4720 which included a remittance of excise tax related to Mr. Webster's compensation in excess of $1M. DIXIEANNE P. JAMES IS AN OFFICER/voting member OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. SHE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY AND ALBERT EINSTEIN MEDICAL CENTER; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M BECAUSE SHE WAS NOT A COVERED EMPLOYEE OF ALBERT EINSTEIN MEDICAL CENTER AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. PETER L. DEANGELIS, JR. is a former OFFICER OF THIS ORGANIZATION. Mr. Deangelis RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. Brian Sweeney, RN, MBA, FACHE is a former Key Employee OF THIS ORGANIZATION. MR. SWEENEY ALSO SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC.; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, ABINGTON MEMORIAL HOSPITAL DID NOT FILE A 2023 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HE WAS NOT A COVERED EMPLOYEE OF ABINGTON MEMORIAL HOSPITAL AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. CORE FORM, PART VI, SECTION A; QUESTION 2 MICHAEL J. HELLER & MARK L. ALDERMAN, ESQ. - BUSINESS RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS. Core Form, Part VI, Section A; Questions 4 The organization updated its governing documents to reflect a change in its sole member to Jefferson health Corporation; a related internal revenue code section 501(c)(3) tax-exempt organization. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. Effective with the close of business on June 30, 2024, tjuh system was statutorily merged into Jefferson health Corporation ("JHC") and JHC became the sole member of this organization. Thomas Jefferson University ("TJU") is the sole corporate member of JHC. TJU has the ultimate authority and right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws. CORE FORM, PART VI, SECTION B; QUESTION 11B The organization is an affiliate within Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was provided to each voting member of the organization's governing body prior to filing with the Internal Revenue Service ("IRS"). As part of the tax return preparation process the organization hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft Federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft Federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the Thomas Jefferson University's finance, assurance & compliance committee and the CPA firm made presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY. CORE FORM, PART VII AND SCHEDULE J DIXIEANNE P. JAMES IS A VOTING MEMBER/OFFICER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. PETER L. DEANGELIS, JR. is a former OFFICER OF THIS ORGANIZATION. MR. DEANGELIS'S REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. BRIAN SWEENEY, RN, MBA, FACHE, A FORMER KEY EMPLOYEE OF THIS ORGANIZATION. MR. SWEENEY ALSO SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC.; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152) FEDERAL FORM 990. PLEASE REFER TO THE ABINGTON MEMORIAL HOSPITAL FEDERAL FORM 990 FOR THIS INFORMATION. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; LINE 25 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; AND - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024A. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES MAY REFLECT A TJU OBLIGATED GROUP LIABILITY. THE MEMBERS OF THE OBLIGATED GROUP CONSIST OF THE FOLLOWING: - THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651 - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, EIN: 23-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - JEFFERSON HEALTH - NORTHEAST SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH SYSTEM, EIN: 22-2442036 - KENNEDY HEALTH FACILITIES, INC., EIN: 22-2442032 - KENNEDY MEDICAL GROUP PRACTICE, P.C., EIN: 46-1420853 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 - ALBERT EINSTEIN HEALTHCARE NETWORK, EIN: 23-2290323 - ALBERT EINSTEIN MEDICAL CENTER, EIN: 23-1396794 - EINSTEIN COMMUNITY HEALTH ASSOCIATES, INC., EIN: 23-2760086 - EINSTEIN MEDICAL CENTER MONTGOMERY, EIN: 20-4193243 - EINSTEIN PRACTICE PLAN, INC., EIN: 23-2664784 - FORNANCE PHYSICIAN SERVICES, EIN: 23-2275991 - MONTGOMERY HOSPITAL, EIN: 23-1352193 - MONTGOMERY HEALTH FOUNDATION, EIN: 22-2456265 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED WITHIN THOMAS JEFFERSON UNIVERSITY'S (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDED JUNE 30, 2024. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $6,075,399; - DISTRIBUTIONS TO NON-CONTROLLING INTERESTS - ($6,233,959); - OTHER CHANGES IN NET ASSETS - ($12,067); - NET ASSETS RELEASED FROM RESTRICTION (DONOR RESTRICTED) - ($54,624,482); - CHANGE IN NET ASSETS HELD BY AFFILIATED FOUNDATIONS (DONOR RESTRICTED) - $814,956; - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - $216,275; - TRANSFER OF OWNERSHIP IN jefferson acute care physicians, LLC; A SINGLE-MEMBER LLC, to jefferson medical group; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - ($3,912,828); AND - TRANSFER OF NET ASSETS FROM TJUH SYSTEM; AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION - $87,803,971. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2024 AND JUNE 30, 2023; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT AS SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R., PART 200, SUBPART F. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE UNIFORM GUIDANCE AUDIT. JEFF AMBULATORY SURGERY SERVICES LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 474487777 HEALTHCARE PA 4772608 9600112 TJUH Jeff Amb Surg Real Estate Holding LLC 1101 Market Street 31st Floor PHILADELPHIA PA 19107 460550807 HEALTHCARE PA 0 -27867 TJUH ABINGTON HEALTH 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 271243803 HEALTH SVCS. PA 501(C)(3) 12B TJU false ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 7 JHC false ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. PA 501(C)(3) 3 JHC false ALBERT EINSTEIN MEDICAL CENTER 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231396794 HEALTH SVCS. PA 501(C)(3) 3 JHC false ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. PA 501(C)(3) 10 JMG false ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232691968 HEALTH SVCS. PA 501(C)(3) 3 JMG false BCCT OVER CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352200 HEALTH SVCS. PA 501(C)(3) 3 JHC false BROADLINE RISK RETENTION GROUP 100 BANK STREET BURLINGTON VT 05401 272583356 INSURANCE VT 501(C)(3) 12A JHC false EINSTEIN COMMUNITY HEALTH ASSOCIATES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232760086 HEALTH SVCS. PA 501(C)(3) 12A JHC false EINSTEIN MEDICAL CENTER MONTGOMERY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 204193243 HEALTH SVCS. PA 501(C)(3) 3 JHC false EINSTEIN PRACTICE PLAN INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232664784 HEALTH SVCS. PA 501(C)(3) 12A JHC false EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622004 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false FORNANCE PHYSICIAN SERVICES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232275991 HEALTH SVCS. PA 501(C)(3) 12A JHC false GHMC MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232225809 MANAGEMENT PA 501(C)(3) 12A AEMC false HEALTH PARTNERS FOUNDATION 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 311674587 FUNDRAISING PA 501(C)(3) 12A HPP false HEALTH PARTNERS PLANS INC 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 232379751 INSURANCE PA 501(C)(4) JHNE false JEFFERSON CLUB AKA JEFF FACULTY CLUB 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232167488 HEALTH SVCS. PA 501(c)(3) 12A TJU false JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 230596940 HEALTH SVCS. PA 501(C)(3) 3 JHC false JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 237318683 FUNDRAISING PA 501(C)(3) 12A JHNE false JEFFERSON HEALTH - NORTHEAST SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232239131 HEALTH SVCS. PA 501(C)(3) 12B TJU false JEFFERSON HEALTH CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232290323 MANAGEMENT PA 501(C)(3) 12A TJU false JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232858320 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON MEDICAL GROUP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026939 HEALTH SVCS. PA 501(C)(3) 12B JHC false JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232809585 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 464855345 HEALTH SVCS. NJ 501(C)(3) 12A JUP false JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622009 HEALTH SVCS. PA 501(C)(3) 12A JHC false JUP of NJ - KTS PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 882234070 Health svcs. PA 501(C)(3) TJU false KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 800550282 FUNDRAISING NJ 501(C)(3) 7 KUH false KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442032 HEALTH SVCS. NJ 501(C)(3) 12A JHC false KENNEDY HEALTH SYSTEM INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442036 HEALTH SVCS. NJ 501(C)(3) 10 TJU false KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 461420853 HEALTH SVCS. NJ 501(C)(3) 10 JMG false KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442034 REAL ESTATE NJ 501(C)(3) 12A JHC false KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 221773439 HEALTH SVCS. NJ 501(C)(3) 3 JHC false LANSDALE HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263359979 HEALTH SVCS. PA 501(c)(3) 3 JHC false METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223537847 HEALTH SVCS. NJ 501(c)(3) 12A MAHC false METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232678055 HEALTH SVCS. PA 501(C)(3) 12A JMG false MONTGOMERY HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222456265 FUNDRAISING PA 501(C)(3) 12B MHC false MONTGOMERY HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352193 HEALTH SVCS. PA 501(C)(3) 3 JHC false MONTGOMERY HOSPITAL WORKERS COMP TRUST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232351775 HEALTH SVCS. PA 501(C)(3) 12A MHC false PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352294 EDUCATION PA 501(C)(3) 2 TJU false STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222443981 HEALTH SVCS. NJ 501(C)(3) 10 JHC false SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232214351 REAL ESTATE PA 501(c)(2) JEFFEX INC false THE MAGEE MEM'L HOSP FOR CONVALESCENTS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231476328 HEALTH SVCS. PA 501(C)(3) 3 JHC false THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 2 NA false TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026795 HEALTH SVCS. PA 501(C)(3) 12B TJU false WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622006 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false 1100 WALNUT ASSOC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332396 MEDICAL OFFICE PA NA JEFF UNIV RAD ASSOC 840 CRESCENT CTR DR FRANKLIN TN 37067 412043518 HEALTH SVCS. PA TJUH RELATED 269390 22792697 false 0 false 0.80000 JEFFHEDGE LLC 1301 2ND AVE SEATTLE WA 98101 453214379 INVESTMENTS DE NA JUNIATA MED BLD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232450132 MEDICAL OFFICE PA NA KENNEDY CH SURG 11221 ROE AVE LEAWOOD KS 66211 472462625 SURGERY CENTER NJ NA MLJH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 821445171 MEDICAL SERVICES PA TJUH RELATED -1467732 19571976 false 0 false 0.50000 RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA PA 19112 263911509 HEALTH SVCS. PA TJUH RELATED 15681 35734 false 0 false 0.51000 RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA PA 19112 263910345 HEALTH SVCS. PA TJUH RELATED 1552329 3537466 false 0 false 0.50490 ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD KS 66211 270260289 HEALTH SVCS. PA TJUH RELATED 6374838 7180025 false 0 false 0.54000 TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232400586 MEDICAL OFFICE PA NA 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA NA S CORP. false ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232075587 HEALTH SVCS. PA NA C CORP. false CMMC INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232256479 REAL ESTATE PA NA C CORP. false EINSTEIN HEALTHCARE SYSTEMS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232314938 INACTIVE PA NA C CORP. false HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA NA C CORP. false HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232259593 HEALTH SVCS. PA NA C CORP. false JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232830152 HEALTH SVCS. PA NA C CORP. false JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS. NJ NA C CORP. false JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA NA C CORP. false KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ NA C CORP. false KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232922471 INACTIVE PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223536371 INACTIVE NJ NA C CORP. false PARTNERS INSURANCE COMPANY OF NJ 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 111111111 INSURANCE NJ NA C CORP. false PARTNERS INSURANCE COMPANY INC 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 883557817 INSURANCE PA NA C CORP. false PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222559690 INACTIVE NJ NA C CORP. false REHAB VENTURES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232619394 INACTIVE PA NA C CORP. false SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232218944 HOLDING CO. DE NA C CORP. false TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232197865 REAL ESTATE PA NA C CORP. false TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232146678 REAL ESTATE PA NA C CORP. false WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332416 REAL ESTATE PA NA C CORP. false true false false true true false false false false true true false false true true true true false true SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.