2025-05-14T16:20:46-05:00 2024-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2023-07-01 231352685 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA % MEDHA NARVEKAR SECRETARY TRUS 2158988967 3451 WALNUT STREET ROOM 310 PHILADELPHIA PA 191046284 MARK DINGFIELD EXECUTIVE ASSOCIATE COMPTROLLER 2158989845 2025-05-12 true true ANTONIO C RUSSO P00858539 2673303000 2025-05-08 2023 2025-03-06 01:10:19Z DR J LARRY JAMESON 3451 WALNUT STREET PHILADLEPHIA PA 19104 20371067204 false X WWW.UPENN.EDU X 1740 PA THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES. 48 46 61511 29646 43186704 10679955 1895456000 1881283000 6677710200 7398261644 689529000 1136096000 662555800 331425356 9925251000 10747066000 578553509 643902139 0 0 4897071000 5388173999 788171 751461 125653782 3787951320 3967094401 9264364000 9999922000 660887000 747144000 32928091000 34038997000 7560308000 7613267000 25367783000 26425730000 X THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. false false 4338576201 641675543 3033620713 EDUCATION, RESEARCH AND PUBLIC CHARITY- SEE SCHEDULE O FOR ADDITIONAL INFORMATION 4612291079 2226596 4346951000 PATIENT CARE- SEE SCHEDULE O FOR ADDITIONAL INFORMATION 8950867280 true true false true false true false true false true true true false false true true false true true true true true true true true false true true true true true true false false false false false true false false true false true true false false true true true true false false true X 10678 0 true 61511 true true true true BC CA CJ CH HK IN EI SW TU UK false false false true true true 2 false false false true false false false false true true X 48 46 false false false false false false false true true true false true true true true true true true true true true AK CO CT DC FL KS KY LA MD MA MI MN NH ND OH OK OR SC UT WA WV X MEDHA NARVEKAR SECRETARY 2158987005 211 COLLEGE HALL PHILADELPHIA PA 191046303 X AMMON PETER CHIEF INVESTMENT OFFICER 55.0 0.0 X 5348153 0 2421556 JAMESON J LARRY DR PRES & TRUSTEE - AS OF 12/23 55.0 0.0 X X 5137869 0 1298151 YOSHOR DANIEL MD NEUROSURGERY 55.0 0.0 X 2749755 0 83252 MAHONEY KEVIN CEO, UPHS 42.0 13.0 X 2777146 0 20761 STORM PHILLIP B MD CHOP - NEUROSURGERY 55.0 0.0 X 2429574 0 59683 TAYLOR JESSE MD CHOP - PLASTIC SURGERY 55.0 0.0 X 2357507 0 59728 ADZICK N SCOTT MD CHOP - SURGERY 55.0 0.0 X 2352177 0 54050 MARCOTTE PAUL MD NEUROSURGERY 55.0 0.0 X 2357514 0 41990 MAGILL M ELIZABETH PRES & TRUSTEE - THRU 12/23 55.0 0.0 X X 2234131 0 112314 DRISCOLL DEBORAH A MD SVP CPUP, VICE DEAN PSOM 53.0 2.0 X 2124039 0 34248 KASPER KEITH CFO, UPHS 41.0 14.0 X 1810167 0 236866 CUNNINGHAM REGINA CEO HUP 54.0 1.0 X 1804032 0 18243 PRITCHETT WENDELL FORMER PROVOST 53.0 2.0 X 1641973 0 62351 CARNAROLI CRAIG EXECUTIVE VP 54.0 1.0 X 1215237 0 399165 VOLPE MICHELLE COO UPHS 50.0 5.0 X 1396534 0 15224 EPSTEIN JON MD VICE DEAN, PSOM 55.0 0.0 X 1309872 0 54337 HUSSON JAMES VP DEVELOPMNT & ALUMI RELATION 55.0 0.0 X 1145769 0 135372 WHITE WENDY SVP & GENERAL COUNSEL 54.0 1.0 X 1096256 0 58751 JACKSON JOHN PHD PROVOST 54.0 1.0 X 938387 0 80422 MURPHY THOMAS SVP ISC & CIO 55.0 0.0 X 842823 0 108673 NARVEKAR MEDHA VP & SECRETARY 55.0 0.0 X 785530 0 82208 PAPAGEORGE ANNE SR VP FACILITIES & REAL ESTATE 53.0 2.0 X 707284 0 75096 MASOTTI CHRISTOPHER VICE DEAN, ADMINISTRATION PSOM 55.0 0.0 X 686367 0 92022 DINGFIELD MARK VP FINANCE & TREASURER 54.0 1.0 X 656626 0 74894 HEUER JOHN J SVP HUMAN RESOUR-THRU 6/30/24 55.0 0.0 X 633241 0 89567 MITCHELL JOANN SVP FOR INSTITUTIONAL AFFAIRS 55.0 0.0 X 665861 0 51313 JOHNSTON ELIZABETH FORMER EXEC. DIRECTOR CPUP 54.0 1.0 X 658654 0 21617 LEWIS TREVOR VP BUDGET & MGMT ANALYSIS 55.0 0.0 X 599731 0 79730 SESTITO JOHN VP & EXECUTIVE DIRECTOR CPUP 55.0 0.0 X 576461 0 74885 COOPER JEFFREY VP GOV'T & COMMUNITY RELATIONS 55.0 0.0 X 585075 0 60791 WITT MARIE VP BUSINESS SERVS-THRU 5/31/24 55.0 0.0 X 527502 0 63823 LOPEZ STACEY VP INSTITUTIONAL RESEARCH 55.0 0.0 X 521438 0 58621 PELLICANO GREGORY VP AUDIT, COMPLIANCE & PRIV'Y 54.0 1.0 X 468344 0 95509 CITRO MICHAEL VP AND CHIEF OF STAFF 54.0 1.0 X 486773 0 61886 MACCARTHY STEPHEN J FORMER VP COMMUNICATIONS 55.0 0.0 X 469092 0 57439 DILEO RUSSELL COMPTROLLER 55.0 0.0 X 409859 0 87462 HOWARD CHARLES VP SOC EQ & COMM, UNIV. CHAPLN 55.0 0.0 X 362540 0 104624 ANDERSON KATHLEEN VP FOR PUBLIC SAFETY 54.0 1.0 X 343458 0 57226 ROST GREGORY FORMER SVP & CHIEF OF STAFF 0.0 0.0 X 284992 0 54158 COWENHOVEN ANNA VP COMMUNICATNS-AS OF 08/01/23 55.0 0.0 X 218435 0 26805 QUINN PETER FORMER SR VP, VICE DEAN, PS 54.0 1.0 X 104479 0 32270 LAU JOAN MD TRUSTEE; ADJ. PROFESSOR 2.0 0.0 X 31873 0 0 IMASOGIE OSAGIE O ESQ TRUSTEE; LECTURER 2.0 0.0 X 6000 0 0 PINOLA KRISTA MALOVANY TRUSTEE; CONSULTANT-COURSE DEV 2.0 0.0 X 1500 0 0 AHMAD HYDER TRUSTEE 2.0 0.0 X 0 0 0 ALBER LAURA J TRUSTEE 2.0 0.0 X 0 0 0 BANDEEN BONNIE MIAO TRUSTEE 2.0 0.0 X 0 0 0 BARRETT MICHAEL L TRUSTEE 2.0 0.0 X 0 0 0 BARTH BRETT H TRUSTEE 2.0 0.0 X 0 0 0 BLITZER DAVID S TRUSTEE 2.0 0.0 X 0 0 0 BOK SCOTT L TRUSTEE-THRU 12/9/2023 2.0 0.0 X 0 0 0 BRADY ALLISON W TRUSTEE 2.0 0.0 X 0 0 0 CAREY WILLIAM POLK II TRUSTEE 2.0 0.0 X 0 0 0 DINAN JAMES G TRUSTEE-CHAIR BUDGET & FINANCE 3.0 0.0 X X 0 0 0 DUCKWORTH CONNIE KADROVACH TRUSTEE-THRU 12/31/2023 2.0 0.0 X 0 0 0 DURAN ALBERTO IVAN TRUSTEE 2.0 0.0 X 0 0 0 ERTEL DAVID TRUSTEE 2.0 0.0 X 0 0 0 FRANKLIN CHRISTOPHER H TRUSTEE 2.0 0.0 X 0 0 0 GUREGHIAN VAHAN H ESQ TRUSTEE-THRU 10/14/2023 2.0 0.0 X 0 0 0 HAIDAS ALEX TRUSTEE 2.0 0.0 X 0 0 0 HOLMAN WENDY COMMINS TRUSTEE 2.0 0.0 X 0 0 0 HONGCHOY GEORGE KWOK LUNG TRUSTEE 2.0 0.0 X 0 0 0 HOWELL LLOYD W JR TRUSTEE 2.0 0.0 X 0 0 0 JERATH LYNN J TRUSTEE 2.0 0.0 X 0 0 0 JOHNSON KEVIN TRUSTEE 2.0 0.0 X 0 0 0 KARP ATHENA TRUSTEE 2.0 0.0 X 0 0 0 KHADJENOURI MASSI TRUSTEE 2.0 0.0 X 0 0 0 MARTIN PATRICIA MD TRUSTEE 2.0 0.0 X 0 0 0 MCMORRIS MARC F TRUSTEE-CHAIR INVESTMENTS 3.0 0.0 X X 0 0 0 MITCHELL MARSHALL PH TRUSTEE 2.0 0.0 X 0 0 0 NEMIROVSKY OFER TRUSTEE 2.0 0.0 X 0 0 0 O'HERN LYONS CATHERINE M TRUSTEE 2.0 0.0 X 0 0 0 PAI DHANANJAY M TRUSTEE 2.0 0.0 X 0 0 0 PEISACH CHERYL TRUSTEE 2.0 0.0 X 0 0 0 PENN KEVIN S TRUSTEE 2.0 0.0 X 0 0 0 PERRY RICHARD C TRUSTEE 2.0 0.0 X 0 0 0 PLATT JULIE BEREN TRUSTEE 2.0 0.0 X 0 0 0 PRICE MICHAEL J TRUSTEE 2.0 0.0 X 0 0 0 RACHLEFF ANDREW S TRUSTEE 2.0 0.0 X 0 0 0 RAGHAVENDRAN RAMANAN TRUSTEE-CHAIR TRUSTEE BOARD 6.5 0.0 X X 0 0 0 SCHLEIN THEODORE E TRUSTEE 2.0 0.0 X 0 0 0 SCHNITZER ALAN DAVID TRUSTEE-CHR AUDIT & COMPLIANCE 3.0 0.0 X X 0 0 0 SCHWARTZ BRIAN D TRUSTEE 2.0 0.0 X 0 0 0 SCHWARTZ JODI J ESQ TRUSTEE 2.0 0.0 X 0 0 0 SEAMAN JULIE BREIER TRUSTEE 2.0 0.0 X 0 0 0 SHOEMAKER JOHN P TRUSTEE 2.0 0.0 X 0 0 0 SNIDER STACEY G TRUSTEE 2.0 0.0 X 0 0 0 STAVIS ROBERT M TRUSTEE 2.0 0.0 X 0 0 0 STONE HARLAN M TRUSTEE 2.0 0.0 X 0 0 0 VAGUE RICHARD W TRUSTEE 2.0 0.0 X 0 0 0 WEISS JILL TOPKIS TRUSTEE 2.0 0.0 X 0 0 0 SHAPIRO JOSH HON EX-OFFICIO TRUSTEE 2.0 0.0 X 0 0 0 SCALES MICHAEL VP BUSINESS SERV-AS OF 6/1/24 0.0 0.0 X 0 0 0 46537963 0 5768924 13527 true true false LF DRISCOLL COMPANY LLC 401 E CITY AVE STE 500 BALA CYNWYD PA 19004 CONSTRUCTION MGMT 102852387 HSC BUILDERS CONSTRUCTION MGRS 304 NEW MILL LN EXTON PA 19341 CONSTRUCTION MGMT 93157969 P AGNES INC 2101 PENROSE AVE PHILADELPHIA PA 19145 CONSTRUCTION MGMT 68443340 INTECH CONSTRUCTION LLC 3020 MARKET ST PHILADELPHIA PA 19104 CONSTRUCTION MGMT 47705217 GILBANE BUILDING COMPANY 7 JACKSON WALKWAY PROVIDENCE RI 02903 CONSTRUCTION MGMT 38984941 824 354427 1071491000 809437573 102067277 1881283000 TUITION & FEES 900099 1808578000 1808578000 NET PATIENT SERVICE HEALTHCARE REVENUES 621110 4346951000 4346951000 AUXILIARY ENTERPRISES 611710 1098511000 1085780373 12730627 OTHER PROGRAM SERVICE REVENUES 611710 144221644 139262340 4959304 7398261644 409381096 4414634 404966462 46904 46904 310494000 310494000 20915000 23000 0 0 20915000 23000 20938000 20938000 10350265000 0 9623192000 405000 727073000 -405000 726668000 21082139 705585861 397560 354427 404204 -6644 -6644 0 0 0 0 0 0 0 10747066000 7380571713 43186704 1442024583 11501534 11501534 631227268 631227268 1173337 1173337 0 59317342 56351475 2965867 0 16033799 15232109 801690 0 4145841093 3627706572 456042520 62092001 302195000 264428000 33241000 4526000 579240765 506849028 63716484 8675253 285546000 249859000 31410000 4277000 0 0 0 0 38834000 32232000 6600000 2000 3968000 3452000 511000 5000 48000 40000 8000 0 751461 751461 85318000 0 85318000 0 549035000 465297000 76865000 6873000 33344000 27615000 5335000 394000 328229000 295436000 22976000 9817000 28844000 21921000 1856000 5067000 3725000 3725000 0 0 269613000 242652000 21874000 5087000 99364000 87668000 7949000 3747000 0 52888000 39053000 4231000 9604000 109585000 98627000 10958000 0 0 0 0 0 459880000 413892000 45988000 0 185739000 161595000 24141000 3000 MEDICAL SUPPLIES 1343097000 1343097000 0 0 OTHER TAXES 165355000 160394000 4949000 12000 ACADEMIC BAD DEBTS 28689000 24959000 3726000 4000 SUBSCRIPTIONS/DUES 18380000 15991000 2251000 138000 163159401 148892957 9687377 4579067 9999922000 8950867280 923400938 125653782 X 0 0 3059823000 2691665000 441024000 340155000 910571000 956597000 3728173 3742340 0 597500 49293827 44378160 52266000 62463000 120719000 144960000 13878599000 6479336000 7054915000 7399263000 6187609372 6232183451 14189246628 15333002549 0 0 0 0 858895000 829990000 32928091000 34038997000 3705194000 3626113000 0 0 136279000 140054000 2259636000 2206709000 0 0 0 0 114725000 96769000 0 0 1344474000 1543622000 7560308000 7613267000 X 15110296000 15737005000 10257487000 10688725000 25367783000 26425730000 32928091000 34038997000 X 747144000 516205000 -205402000 X false true X true true true X 1720501000 1828560000 1958495000 1895456000 1881283000 9284295000 0 0 1720501000 1828560000 1958495000 1895456000 1881283000 9284295000 0 9284295000 195893000 546841000 1372813964 872742963 736445366 3724736293 0 0 15899306 18986572 10679955 45565833 0 13054597126 31117360500 0.71119 0.73693 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 815351 false false 815351 false SCHEDULE C, PART II-B, LINE 1(G) DETAIL OF LOBBYING ACTIVITIES THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") ALUMNI AND TRUSTEES OCCASIONALLY ENGAGE IN ADVOCACY RELATED TO FEDERAL AND STATE APPROPRIATIONS FOR PROGRAMS OF IMPORTANCE TO THE UNIVERSITY. THE UNIVERSITY MAINTAINS AN OFFICE OF FEDERAL RELATIONS, WHOSE MAIN FUNCTION IS TO KEEP THE UNIVERSITY COMMUNITY APPRISED OF FEDERAL DEVELOPMENTS WHICH MAY HAVE AN IMPACT ON THE UNIVERSITY, INCLUDING, AMONG OTHERS, PENDING CHANGES TO THE INTERNAL REVENUE CODE, RESEARCH FUNDING AND ISSUES OF STUDENT AID. THE UNIVERSITY, A PRIVATE NON-PROFIT EDUCATIONAL INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE AMOUNT AND CONTINUATION OF THESE APPROPRIATIONS ARE NOT GUARANTEED. THEREFORE, THE UNIVERSITY MAINTAINS AN OFFICE OF COMMONWEALTH RELATIONS IN ORDER TO SUPPORT, JUSTIFY, AND COORDINATE THESE APPROPRIATION REQUESTS BEFORE THE PENNSYLVANIA DEPARTMENT OF AGRICULTURE, OTHER APPROPRIATE AGENCIES OF THE EXECUTIVE BRANCH, AND THE GENERAL ASSEMBLY. THE MAJORITY OF THIS OFFICE'S EFFORTS ARE RELATED TO ACTIVITIES SUPPORTING THESE APPROPRIATION REQUESTS. ADDITIONALLY, THIS OFFICE MAY ALSO CONDUCT MINIMAL LOBBYING ACTIVITIES RELATED TO OTHER ISSUES, SUCH AS STUDENT AID AND OTHER PROGRAMS RELATED TO HIGHER EDUCATION. IN CONJUNCTION WITH THESE TYPES OF LOBBYING ACTIVITIES, THE UNIVERSITY HAS CONTRACTED WITH PROFESSIONAL LOBBYISTS TO CONTACT LEGISLATORS IN CONNECTION WITH THE UNIVERSITY'S ANNUAL APPROPRIATIONS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, THROUGH ITS OFFICE OF GOVERNMENTAL AFFAIRS, CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO HEALTH CARE RELATED ISSUES AND LEGISLATION. THESE ACTIVITIES INCLUDED MEETING WITH LEGISLATORS, THEIR STAFF, GOVERNMENTAL OFFICIALS, AS WELL AS CONDUCTING SEMINARS. 10 0 0 0 347602 0 1617777 0 true true X X X X false 18596655091 912703488 1334231366 0 953047024 0 19890542921 18363243902 865895325 251536764 0 884020900 0 18596655091 18125504928 1068074055 -44134178 0 786200903 0 18363243902 13143906966 522077029 5154234442 0 694713509 0 18125504928 12847660057 494200819 392268889 0 590222799 0 13143906966 0.50950 0.49050 0.00000 true false 307115000 307115000 10119255915 4737550000 5381705915 2511656085 1741786000 769870085 940572000 0 940572000 7399263000 VENTURE CAPITAL & OTHER INVEST 13051679082 F REAL ESTATE 2223875467 F INVESTMENT IN SUBSIDIARIES 57448000 F 15333002549 0 DEPOSITS 176398000 FEDERAL STUDENT LOAN ADVANCES 30056000 ACCRUED RETIREMENT BENEFITS 536863000 INTERCO DUE TO/(FROM) AFFILIATES -65365000 TAXABLE BOND LIABILITIES 865670000 1543622000 X SCHEDULE D, PART II CONSERVATION EASEMENTS ALTHOUGH THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA DOES NOT HOLD ANY CONSERVATION EASEMENTS, AS DEFINED PER THE FORM 990 INSTRUCTIONS, THE ORGANIZATION DOES HOLD A 25 YEAR EASEMENT FOR THE AGRICULTURAL PRESERVATION OF A PORTION OF THE LAND AT ITS NEW BOLTON CENTER SCHOOL OF VETERINARY MEDICINE, LOCATED IN KENNETT SQUARE, PA. --------------- SCHEDULE D, PART III, LINE 1A ACCOUNTING FOR COLLECTIONS THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: CONTRIBUTIONS OF LIBRARY MATERIALS, AS WELL AS RARE BOOKS AND OTHER COLLECTIBLES, ARE NOT RECORDED FOR FINANCIAL STATEMENT PRESENTATION, WHILE PURCHASES ARE RECORDED AS OTHER OPERATING EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES IN THE PERIOD ACQUIRED. --------------- SCHEDULE D, PART III, LINE 4 DESCRIPTION OF COLLECTIONS THE UNIVERSITY MAINTAINS 16 LIBRARIES. THE COLLECTIONS ENCOMPASS NUMEROUS FIELDS OF STUDY. THE UNIVERSITY'S DEPARTMENTAL LIBRARIES ARE GENERALLY SUBJECT SPECIFIC (MATH/PHYSICS/ASTRONOMY, FINE ARTS, BUSINESS, MUSIC, BIOMEDICAL, DENTAL MEDICINE, VETERINARY MEDICINE, ETC.) AND THE VAN PELT-DIETRICH LIBRARY CENTER HOUSES COLLECTIONS FROM ALL OF THESE AREAS, AS WELL AS THE RARE BOOK COLLECTION AND ALL OF THE HUMANITIES. SUBJECT HOLDINGS INCLUDE PHILOSOPHY, PSYCHOLOGY, RELIGION, HISTORY, GEOGRAPHY, ANTHROPOLOGY, RECREATION, SOCIAL SCIENCE, ECONOMICS, SOCIOLOGY, POLITICAL SCIENCE, LAW, EDUCATION, LITERATURE, SCIENCE, AGRICULTURE, TECHNOLOGY, MILITARY SCIENCE, AND GENERAL BIBLIOGRAPHY. THE LIBRARIES' COLLECTIONS, WHICH RANGE FROM OBJECTS AND ARTIFACTS TO PRINTED AND DIGITAL RESOURCES, DIRECTLY SUPPORT THE RESEARCH AND INSTRUCTION MISSION OF THE UNIVERSITY BY ENSURING ACCESS TO CURRENT AND HISTORICAL KNOWLEDGE. THE LIBRARIES STRIVE TO PRESERVE UNIQUE COLLECTIONS FOR FUTURE GENERATIONS AND EXHIBIT A PORTION OF THE COLLECTIONS ON A ROTATING BASIS FREE OF CHARGE. THE LIBRARIES' GENERAL COLLECTIONS ARE AVAILABLE TO OTHER COMMUNITIES THROUGH VARIOUS INTERLIBRARY LOAN CONSORTIA. ITEMS FROM THE SPECIAL COLLECTIONS ARE LOANED TO OTHER INSTITUTIONS WITH ESTABLISHED EXHIBITION PROGRAMS WITH PROFESSIONAL STAFF PROFICIENT IN HANDLING AND EXHIBITING ITEMS SAFELY. THE UNIVERSITY DOES NOT SOLICIT OR RECEIVE DONATIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS. ALL DONATIONS OF MATERIALS ARE ADDED TO THE EXISTING COLLECTIONS EXCEPT FOR NON-RARE, DUPLICATE ITEMS. THESE ITEMS ARE HELD FOR THE PERIOD SPECIFIED IN THE GIFT AGREEMENT (VARIES BY DONOR) OR A MINIMUM OF THREE YEARS BEFORE BEING REMOVED FROM THE COLLECTION. THE VALUE OF THESE MATERIALS IN THE MARKETPLACE IS NEGLIGIBLE, AND THEY ARE HANDLED THE SAME WAY THE LIBRARY HANDLES BOOKS THAT IT HAS PURCHASED THAT ARE NOW OUTDATED - IT SENDS THEM TO A NON-PROFIT VENDOR (BETTER WORLD BOOKS) WHO RESELLS THESE ITEMS, AND THE UNIVERSITY RECEIVES A PORTION OF THE SALE PRICE. THE TOTAL ACTIVITY WITH THIS VENDOR GENERATES LESS THAN $2K PER YEAR. THE UNIVERSITY OF PENNSYLVANIA ART COLLECTION INCLUDES OVER 8,000 ARTWORKS ACQUIRED DURING THE PAST 250 YEARS. THE COLLECTION IS DISPLAYED IN BUILDINGS AND OUTDOOR SPACES THROUGHOUT THE MAIN CAMPUS, THE MORRIS ARBORETUM, AND THE NEW BOLTON CENTER. DIVERSE IN SCOPE, THE COLLECTION INCLUDES PAINTING, SCULPTURE, WORKS ON PAPER, PHOTOGRAPHY, AND DECORATIVE ARTS. PENN'S ART COLLECTION IS INTENDED FOR THE ENRICHMENT OF ALL, AND ITS PUBLIC INSTALLATION ENHANCES THE DAILY EXPERIENCE OF STUDENTS, FACULTY, STAFF, AND COMMUNITY MEMBERS. THE PENN MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY HAS NOT SOLICITED OR RECEIVED DONATIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS RATHER THAN TO BE MAINTAINED AS PART OF THE ORGANIZATION'S COLLECTION. ANY PROSPECTIVE ACCESSIONING OR DEACCESSIONING OF MATERIALS IS REVIEWED BY THE MUSEUM'S ACQUISITIONS COMMITTEE IN ACCORDANCE WITH THE MUSEUM'S ACQUISITIONS POLICY AND PROCEDURES. ALL OBJECTS CONSIDERED FOR ACQUISITION ARE REVIEWED IN LIGHT OF THE 1970 UNESCO CONVENTION. OBJECTS OFFERED TO THE MUSEUM AND IMPORTED INTO THE UNITED STATES PRIOR TO THE ADOPTION OF THE UNESCO CONVENTION OF 1970 ARE CONSIDERED IN LIGHT OF THE LAWS IN PLACE IN THEIR COUNTRIES OF ORIGIN AT THE TIME OF THEIR DOCUMENTED APPEARANCE IN THE UNITED STATES. ACCESSIONED COLLECTIONS, WHICH ARE DOCUMENTED ARCHAEOLOGICAL AND ETHNOGRAPHIC MATERIAL, ARE ACQUIRED PRIMARILY FOR RESEARCH, EXHIBITION, AND PRESERVATION PURPOSES. THEY ARE ACCESSIONED UNDER THE CARE OF THE CURATORIAL SECTIONS. ARCHIVAL COLLECTIONS, WHICH ARE RECORDS OF EXPEDITIONS, RESEARCH, EXHIBITIONS, OR MUSEUM ADMINISTRATIVE RECORDS IN THE FORM OF EITHER DOCUMENTS OR VISUAL IMAGES (E.G. PHOTOGRAPHS) ARE ACCESSIONED UNDER THE CARE OF THE MUSEUM ARCHIVES. EDUCATIONAL MATERIALS, WHICH ARE OBJECTS WHOSE SOLE USE IS TO FACILITATE VARIOUS EDUCATIONAL PROGRAMS (E.G. OUTREACH PRESENTATIONS, TEACHERS' PACKAGES, OR CHILDREN'S WORKSHOPS) ARE DESIGNATED FOR TOUCHING AND HANDLING, ARE NOT ACCESSIONED AND ARE MANAGED BY THE LEARNING AND COMMUNITY ENGAGEMENT DEPARTMENT. -------------------- SCHEDULE D, PART V, LINE 4 USE OF ENDOWMENT FUNDS DURING THE YEAR ENDED JUNE 30, 2024, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 7,800 DONOR-RESTRICTED ENDOWMENT FUNDS AND 1,009 QUASI-ENDOWMENT FUNDS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES TO BE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. DETAILS REGARDING THE VARIOUS ACTIVITIES CONDUCTED BY THE ORGANIZATION IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSES CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- SCHEDULE D, PART X, LINE 1 OTHER LIABILITIES DETAIL THE INTERCOMPANY DUE TO/(FROM) AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO/(DUE FROM) AFFILIATES BASED UPON THE UNIVERSITY'S CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN UNIVERSITY AFFILIATES. -------------------- SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. -------------------- true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS ON A NATIONWIDE AND WORLDWIDE BASIS AND FOLLOWS A RACIALLY NON-DISCRIMINATORY POLICY. THE UNIVERSITY PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL AID APPLICATIONS, AND IN OTHER BROCHURES, WHICH DESCRIBE THE UNIVERSITY, ITS SCHOOLS, CENTERS, AND INSTITUTES. THE POLICY IS ALSO AVAILABLE ON THE UNIVERSITY'S HOMEPAGE. THEREFORE, THE UNIVERSITY IS IN COMPLIANCE WITH SECTIONS 4.02 AND 4.03 OF IRS REVENUE PROCEDURE 75-50. SEE: https://www.upenn.edu/ https://oeop.upenn.edu/resources/policies-handbooks-procedures -------------------- SCHEDULE E, LINE 6A DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY IS A PRIVATE NON-PROFIT INSTITUTION THAT RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY ALSO RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORTS ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS. true Central America and the Caribbean 0 1 Program Services EDUCATION AND TRAINING 257135 Central America and the Caribbean 0 0 Program Services STUDY ABROAD/EDUCATION 112772 Central America and the Caribbean 0 0 Program Services FIELD RESEARCH 80036 Central America and the Caribbean 0 0 Send agents to seminar 37198 Central America and the Caribbean 0 0 Program Services SOCIAL RESEARCH 25146 Central America and the Caribbean 0 0 Program Services STUDY ABROAD/RESEARCH 8210 Central America and the Caribbean 0 0 Fundraising 5165 Central America and the Caribbean 0 0 Conduct board meetings 1963 Central America and the Caribbean 0 0 Program Services RECRUITING 1113 Central America and the Caribbean 0 0 Grantmaking 994 Central America and the Caribbean 0 0 Investments 7802009618 East Asia and the Pacific 0 3 Fundraising 2261444 East Asia and the Pacific 0 12 Program Services FIELD RESEARCH 2147446 East Asia and the Pacific 0 5 Program Services EDUCATION & TRAINING 1884833 East Asia and the Pacific 0 2 Program Services STUDY ABROAD/EDUCATION 1614980 East Asia and the Pacific 0 0 Send agents to seminar 1540895 East Asia and the Pacific 0 3 Program Services STUDY ABROAD/RESEARCH 816260 East Asia and the Pacific 0 3 Program Services SOCIAL RESEARCH 195458 East Asia and the Pacific 0 0 Program Services CLINICAL TRIALS 127458 East Asia and the Pacific 0 0 Grantmaking 66136 East Asia and the Pacific 0 0 Program Services RECRUITING 55798 East Asia and the Pacific 0 0 Investments 15632834 Europe (Including Iceland and Greenland) 1 91 Program Services FIELD RESEARCH 9471298 Europe (Including Iceland and Greenland) 0 2 Program Services STUDY ABROAD/EDUCATION 5117410 Europe (Including Iceland and Greenland) 0 3 Send agents to seminar 4110469 Europe (Including Iceland and Greenland) 0 20 Program Services EDUCATION & TRAINING 3122247 Europe (Including Iceland and Greenland) 0 0 Fundraising 769026 Europe (Including Iceland and Greenland) 0 11 Program Services SOCIAL RESEARCH 730377 Europe (Including Iceland and Greenland) 0 5 Program Services STUDY ABROAD/RESEARCH 728290 Europe (Including Iceland and Greenland) 0 0 Grantmaking 563597 Europe (Including Iceland and Greenland) 0 1 Program Services CLINICAL TRIALS 264150 Europe (Including Iceland and Greenland) 0 5 Program Services RECRUITING 152649 Europe (Including Iceland and Greenland) 0 0 Conduct board meetings 25283 Europe (Including Iceland and Greenland) 0 0 Investments 1581105049 Middle East and North Africa 1 196 Program Services FIELD RESEARCH 1151543 Middle East and North Africa 0 0 Program Services STUDY ABROAD/EDUCATION 692446 Middle East and North Africa 0 1 Send agents to seminar 304086 Middle East and North Africa 0 2 Program Services EDUCATION & TRAINING 232638 Middle East and North Africa 0 0 Fundraising 71379 Middle East and North Africa 0 2 Program Services Social Research 55646 Middle East and North Africa 0 0 Program Services Recruiting 21258 Middle East and North Africa 0 0 Program Services STUDY ABROAD/RESEARCH 15931 Middle East and North Africa 0 0 Grantmaking 9457 Middle East and North Africa 0 0 Conduct board meetings 696 North America 0 27 Program Services FIELD RESEARCH 1168466 North America 0 4 Send agents to seminar 995384 North America 0 2 Program Services EDUCATION & TRAINING 331791 North America 0 0 Program Services CLINICAL TRIALS 281307 North America 0 0 Program Services STUDY ABROAD/EDUCATION 176651 North America 0 1 Program Services SOCIAL RESEARCH 127701 North America 0 0 Program Services RECRUITING 41814 North America 0 1 Fundraising 35095 North America 0 0 Grantmaking 21737 North America 0 0 Program Services STUDY ABROAD/RESEARCH 12745 North America 0 0 Conduct board meetings 4684 North America 0 0 Investments 79179984 Russia and the Newly Independent States 0 0 Program Services STUDY ABROAD/EDUCATION 108415 Russia and the Newly Independent States 0 0 Program Services FIELD RESEARCH 94193 Russia and the Newly Independent States 0 0 Send agents to seminar 11638 Russia and the Newly Independent States 0 0 Program Services EDUCATION & TRAINING 3678 Russia and the Newly Independent States 0 0 Grantmaking 415 South America 0 0 Program Services EDUCATION & TRAINING 1551489 South America 0 13 Program Services FIELD RESEARCH 664333 South America 0 0 Program Services STUDY ABROAD/EDUCATION 561676 South America 0 0 Fundraising 446318 South America 0 3 Program Services SOCIAL RESEARCH 399029 South America 0 1 Send agents to seminar 375555 South America 0 4 Program Services STUDY ABROAD/RESEARCH 225505 South America 0 0 Program Services RECRUITING 46683 South America 0 0 Grantmaking 9971 South Asia 0 14 Program Services FIELD RESEARCH 617749 South Asia 0 0 Program Services STUDY ABROAD/EDUCATION 537448 South Asia 0 0 Send agents to seminar 210805 South Asia 0 0 Program Services SOCIAL RESEARCH 204628 South Asia 0 0 Program Services EDUCATION & TRAINING 135861 South Asia 0 0 Grantmaking 115500 South Asia 0 0 Fundraising 115256 South Asia 0 0 Program Services STUDY ABROAD/RESEARCH 64945 South Asia 0 0 Program Services RECRUITING 10581 South Asia 0 0 Conduct board meetings 208 Sub-Saharan Africa 2 72 Program Services FIELD RESEARCH 4203898 Sub-Saharan Africa 0 1 Program Services SOCIAL RESEARCH 1341150 Sub-Saharan Africa 0 1 Program Services STUDY ABROAD/EDUCATION 759743 Sub-Saharan Africa 0 0 Grantmaking 385530 Sub-Saharan Africa 0 2 Program Services STUDY ABROAD/RESEARCH 185640 Sub-Saharan Africa 0 0 Send agents to seminar 147663 Sub-Saharan Africa 0 0 Program Services CLINICAL TRIALS 91327 Sub-Saharan Africa 0 0 Program Services EDUCATION & TRAINING 83375 Sub-Saharan Africa 0 0 Program Services RECRUITING 16381 Sub-Saharan Africa 0 0 Investments 493627999 0 26 4 488 4 514 7812805208 2214524553 10027329761 Sub-Saharan Africa 2024 LIPMAN FAMILY PRIZE 250000 CHECKING N/A N/A Sub-Saharan Africa 2024 LIPMAN FAMILY PRIZE 125000 CHECKING N/A N/A South Asia SUPPORT 110000 WIRE N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 45249 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 43073 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 40258 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 39214 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 38780 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 36903 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 36232 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 36030 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 35328 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) THOURON AWARD 34208 WIRE/CHECK N/A N/A Europe (Including Iceland and Greenland) STUDENT TUITION 28506 WIRE N/A N/A Europe (Including Iceland and Greenland) STUDENT TUITION 15647 WIRE N/A N/A Europe (Including Iceland and Greenland) STUDENT TUITION 15204 WIRE N/A N/A Europe (Including Iceland and Greenland) STUDENT TUITION 5935 WIRE N/A N/A 15 0 THOURON LIVING STIPEND Europe (Including Iceland and Greenland) 5 17030 WIRE/CHECK N/A N/A AWARD Europe (Including Iceland and Greenland) 1 15000 CHECK N/A N/A AWARD Europe (Including Iceland and Greenland) 1 10000 CHECK N/A N/A CAREER SERVICES SUMMER FUNDING 2024 East Asia and the Pacific 2 10000 WIRE/CHECK N/A N/A HUNTSMAN SUMMER SPANISH LANGUAGE GRT AWARD Europe (Including Iceland and Greenland) 1 9100 CHECKING N/A N/A AWARD Europe (Including Iceland and Greenland) 3 7920 WIRE/CHECK N/A N/A CAREER SERVICES SUMMER FUNDING 2024 East Asia and the Pacific 2 7500 WIRE/CHECK N/A N/A GAPSA AWARD North America 8 5390 WIRE/CHECK N/A N/A 2024 M&T Intern Fellowship Award recipient South Asia 1 5000 CHECKING N/A N/A WHARTON CYPHER DAY AWARD Europe (Including Iceland and Greenland) 1 5000 CHECKING N/A N/A 2024 M&T Intern Fellowship Award recipient East Asia and the Pacific 1 5000 CHECKING N/A N/A CAREER SERVICES SUMMER FUNDING 2024 South America 1 5000 WIRE/CHECK N/A N/A CAREER SERVICES SUMMER FUNDING 2024 East Asia and the Pacific 1 5000 WIRE/CHECK N/A N/A CAREER SERVICES SUMMER FUNDING 2024 Europe (Including Iceland and Greenland) 1 5000 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 5 4200 WIRE/CHECK N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT North America 7 4104 WIRE/CHECK N/A N/A RESEARCH AWARD East Asia and the Pacific 5 3522 ELECTRONIC N/A N/A AWARD Europe (Including Iceland and Greenland) 1 3500 CHECK N/A N/A GAPSA CAREER SERVICES SUMMER FUNDING Sub-Saharan Africa 1 3500 WIRE/CHECK N/A N/A GAPSA CAREER SERVICES SUMMER FUNDING East Asia and the Pacific 2 3500 WIRE/CHECK N/A N/A 2024 M&T INTERN FELLOWSHIP AWARD East Asia and the Pacific 1 3000 CHECKING N/A N/A GAPSA CAREER SERVICES SUMMER FUNDING Sub-Saharan Africa 1 3000 WIRE/CHECK N/A N/A CAREER SERVICES SUMMER FUNDING 2024 Middle East and North Africa 1 3000 WIRE/CHECK N/A N/A GAPSA AWARD East Asia and the Pacific 3 2800 WIRE/CHECK N/A N/A AWARD East Asia and the Pacific 1 2800 WIRE/CHECK N/A N/A GAPSA AWARD East Asia and the Pacific 3 2600 WIRE/CHECK N/A N/A CAREER SERVICES SUMMER FUNDING 2024 Europe (Including Iceland and Greenland) 1 2600 WIRE/CHECK N/A N/A M&T INTERN FELLOWSHIP AWARD South America 1 2550 CHECKING N/A N/A M&T INTERN FELLOWSHIP AWARD Middle East and North Africa 1 2000 CHECKING N/A N/A PRIZES East Asia and the Pacific 1 2000 ELECTRONIC N/A N/A PRIZES Europe (Including Iceland and Greenland) 1 2000 ELECTRONIC N/A N/A GAPSA SPRING 2024 PC TRAVEL GRANT North America 2 2000 WIRE/CHECK N/A N/A GAPSA SPRING 2024 PC TRAVEL GRANT Europe (Including Iceland and Greenland) 2 2000 WIRE/CHECK N/A N/A GAPSA PC AWARD East Asia and the Pacific 2 2000 WIRE/CHECK N/A N/A RESEARCH AWARD Middle East and North Africa 1 1857 ELECTRONIC N/A N/A GAPSA PGLA AWARD East Asia and the Pacific 1 1673 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 1 1618 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 2 1600 WIRE/CHECK N/A N/A GAPSA AWARD East Asia and the Pacific 2 1600 WIRE/CHECK N/A N/A AWARD North America 1 1500 WIRE/CHECK N/A N/A PRIZES East Asia and the Pacific 2 1333 ELECTRONIC N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT Europe (Including Iceland and Greenland) 2 1300 WIRE/CHECK N/A N/A RESEARCH AWARD North America 2 1269 ELECTRONIC N/A N/A AWARD Europe (Including Iceland and Greenland) 1 1250 CHECK N/A N/A AWARD Sub-Saharan Africa 1 1250 CHECK N/A N/A GAPSA SPRING 2024 PGLA TRAVEL GRANT(ONLY FLIGHT) East Asia and the Pacific 1 1250 WIRE/CHECK N/A N/A GAPSA SPRING 2024 PGLA GRANT Sub-Saharan Africa 1 1180 WIRE/CHECK N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT East Asia and the Pacific 2 1151 WIRE/CHECK N/A N/A PRIZES North America 2 1100 CHECK N/A N/A GAPSA SPRING 2024 PGLA AWARD North America 1 1030 WIRE/CHECK N/A N/A PRIZES Middle East and North Africa 1 1000 CHECK N/A N/A PRIZES Europe (Including Iceland and Greenland) 1 1000 ELECTRONIC N/A N/A PRIZES East Asia and the Pacific 1 1000 ELECTRONIC N/A N/A GAPSA RC AWARD East Asia and the Pacific 1 1000 WIRE/CHECK N/A N/A GAPSA SPRING 23 PROFESSIONAL AWARD Europe (Including Iceland and Greenland) 1 1000 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 1 1000 WIRE/CHECK N/A N/A GAPSA SPRING 2024 PC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 1000 WIRE/CHECK N/A N/A PROFESSIONAL COUNCIL TRAVEL - FLIGHT FOR ICCLE East Asia and the Pacific 1 1000 WIRE/CHECK N/A N/A GAPSA SPRING 2024 PC TRAVEL GRANT East Asia and the Pacific 1 1000 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 1 1000 WIRE/CHECK N/A N/A GAPSA SPRING 2024 PC TRAVEL GRANT Sub-Saharan Africa 1 1000 WIRE/CHECK N/A N/A GAPSA PROFESSIONAL AAMAS LONDON HOTEL/REG Europe (Including Iceland and Greenland) 1 1000 WIRE/CHECK N/A N/A GAPSA RC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 1000 WIRE/CHECK N/A N/A AWARD South America 1 1000 WIRE/CHECK N/A N/A AWARD East Asia and the Pacific 1 1000 WIRE/CHECK N/A N/A GAPSA PROFESSIONAL TRAVEL GRANT - TRIP TO GUATAMAL Central America and the Caribbean 1 994 WIRE/CHECK N/A N/A GAPSA AWARD Middle East and North Africa 2 984 WIRE/CHECK N/A N/A GAPSA PROFESSIONAL TRAVEL : VANCOUVER North America 1 928 WIRE/CHECK N/A N/A GAPSA PGLA GRANT North America 1 903 WIRE/CHECK N/A N/A GAPSA PGLA AWARD Europe (Including Iceland and Greenland) 1 821 WIRE/CHECK N/A N/A GAPSA RC SUMMER23 AWARD Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA FALL 2023 PC TRAVEL GRANT North America 1 800 WIRE/CHECK N/A N/A GAPSA RESEARCH AIRFARE INTERNATIONAL STUDENTS ASSO North America 1 800 WIRE/CHECK N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA FALL23 RC TRAVEL GRANT East Asia and the Pacific 1 800 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA SUMMER RC AWARD Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA AWARD East Asia and the Pacific 1 800 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 800 WIRE/CHECK N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 745 WIRE/CHECK N/A N/A GAPSA AWARD Europe (Including Iceland and Greenland) 1 743 WIRE/CHECK N/A N/A GAPSA TRAVEL GRANT AWARD North America 1 737 WIRE/CHECK N/A N/A GAPSA AWARD FOR CONFERENCE North America 1 677 WIRE/CHECK N/A N/A GAPSA FALL23 RC TRAVEL GRANT East Asia and the Pacific 1 663 WIRE/CHECK N/A N/A AWARD Europe (Including Iceland and Greenland) 1 625 CHECK N/A N/A GAPSA RC TRAVEL GRANT Middle East and North Africa 1 616 WIRE/CHECK N/A N/A RESEARCH AWARD South America 1 600 ELECTRONIC N/A N/A RESEARCH AWARD South America 1 600 ELECTRONIC N/A N/A RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC N/A N/A RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC N/A N/A RESEARCH AWARD Europe (Including Iceland and Greenland) 1 600 ELECTRONIC N/A N/A RESEARCH AWARD Sub-Saharan Africa 1 600 ELECTRONIC N/A N/A RESEARCH AWARD East Asia and the Pacific 1 600 ELECTRONIC N/A N/A RESEARCH AWARD Europe (Including Iceland and Greenland) 1 547 ELECTRONIC N/A N/A GAPSA RC SUMMER23 TRAVEL GRANT Europe (Including Iceland and Greenland) 1 526 WIRE/CHECK N/A N/A PRIZES East Asia and the Pacific 1 500 ELECTRONIC N/A N/A GAPSA RESEARCH CNRS CONFERENCE TRAVEL- AIRFARE Europe (Including Iceland and Greenland) 1 500 WIRE/CHECK N/A N/A GAPSA SPRING RESEARCH AWARD Europe (Including Iceland and Greenland) 1 500 WIRE/CHECK N/A N/A GAPSA SPRING 23 RESEARCH GRANT Europe (Including Iceland and Greenland) 1 500 WIRE/CHECK N/A N/A AWARD Europe (Including Iceland and Greenland) 1 500 WIRE/CHECK N/A N/A AWARD North America 1 500 WIRE/CHECK N/A N/A PHOTO CONTEST South Asia 1 500 WIRE/CHECK N/A N/A LGBTC TRAVEL AWARD Europe (Including Iceland and Greenland) 1 435 WIRE/CHECK N/A N/A ASPS CONVENTION REGISTRATION/AIRFARE Russia and the Newly Independent States 1 415 WIRE/CHECK N/A N/A PRIZES East Asia and the Pacific 1 400 ELECTRONIC N/A N/A GAPSA SPRING 2024 PC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 400 WIRE/CHECK N/A N/A GAPSA PROFESSIONAL AWARD Europe (Including Iceland and Greenland) 1 400 WIRE/CHECK N/A N/A GAPSA SPRING 2024 PC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 400 WIRE/CHECK N/A N/A GAPSA PROFESSIONAL ARCHITECTURE TRIP TO TURKEY Europe (Including Iceland and Greenland) 1 400 WIRE/CHECK N/A N/A RESEARCH AWARD East Asia and the Pacific 1 394 ELECTRONIC N/A N/A GAPSA PROFESSIONAL TRAVEL GRANT - BARCELONA Europe (Including Iceland and Greenland) 1 300 WIRE/CHECK N/A N/A GAPSA SPRING RESEARCH GRANT South America 1 221 WIRE/CHECK N/A N/A PRIZES Europe (Including Iceland and Greenland) 1 200 ELECTRONIC N/A N/A PRIZES East Asia and the Pacific 1 150 ELECTRONIC N/A N/A RESEARCH AWARD Europe (Including Iceland and Greenland) 1 120 ELECTRONIC N/A N/A PRIZES East Asia and the Pacific 1 100 ELECTRONIC N/A N/A GAPSA SPRING 2024 RC TRAVEL GRANT Europe (Including Iceland and Greenland) 1 50 WIRE/CHECK N/A N/A true true true true true true SCHEDULE F, PART I, LINE 2 PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. -------------------- SCHEDULE F, PART II & III DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAY MAKE SUB-CONTRACTS TO FOREIGN INSTITUTIONS TO PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-CONTRACTS AS GRANTS FOR FORM 990, SCHEDULE F, PART II AND III PURPOSES. X X X X X X X true RUFFALO NOEL LEVITZ 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 MANAGE CALL CENTERS false 841231 685375 155856 ACD DIRECT INC 520 N MARKET PLACE DR STE 200 CENTERVILLE UT 84014 INBOUND CALL CENTER false 250627 4555 246072 CHARITABLE AUTO RESOURCES 4669 MURPHY CANYON RD STE 100 SAN DIEGO CA 92123 VEHICLE DONATIONS false 186540 37306 149234 QCSS INC DBA SALESGIG 717 W ST GERMAIN ST ST CLOUD MN 56301 TELE- MARKETING false 75732 24225 51507 1354130 751461 602669 All States MNLIGHT & ROSES 346668 259793 86875 0 0 0 0 0 210204 FALL GOLF OUTNG 210185 0 210185 0 3630 112779 0 0 4436 2 195134 94634 100500 0 3000 38300 0 0 31855 751987 354427 397560 0 6630 151079 0 0 246495 404204 -6644 true true X true X 300. true X true false true true 16347410 0 16347410 0.00160 640861072 437097432 203763640 0.02040 657208482 437097432 220111050 0.02200 151145794 78513248 72632546 0.00730 1001340556 835183714 166156842 0.01670 1152486350 913696962 238789388 0.02400 1809694832 1350794394 458900438 0.04600 true 101330566 5578249 767906098 832666946 -64760848 X true true 1 1 THE HOSPITAL OF THE UNIV OF PENN 3400 SPRUCE STREET PHILADELPHIA PA 19104 WWW.PENNMEDICINE.ORG LICENSE# 341101 X X X X X X THE HOSPITAL OF THE UNIV OF PENN 1 false false true X X X X X X X X X 21 true true true true X SEE SCH H, PART V, SECTION C X true 22 true SEE SCH H, PART V, SECTION C false true X 300. 300. X X X X true true X X X X true X SCH H, PART V, SECT. C X SCH H, PART V, SECT. C X SCH H, PART V, SECT. C X X X X X X true X false X X X X true X false false PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA) THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH ("PDPH") AND HEALTH CARE IMPROVEMENT FOUNDATION ("HCIF") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. PDPH AND HCIF 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 WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: https://www.pennmedicine.org/ABOUT/SUPPORTING-OUR-COMMUNITIES -------------------- PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. STRATEGY PUBLIC AVAILABILITY) A COPY OF THE ORGANIZATION'S CHNA REPORT AND COMMUNITY HEALTH IMPROVEMENT PLAN REPORT ("IMPLEMENTATION PLAN") CAN BE ACCESSED AT: https://www.pennmedicine.org/ABOUT/SUPPORTING-OUR-COMMUNITIES OUR CHNA AND IMPLEMENTATION PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION PLAN WAS ADOPTED BY 11/15/2022, AS PERMITTED UNDER THE REGULATIONS. -------------------- PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT), AS WELL AS THE FOLLOWING: https://www.pennmedicine.org/ABOUT/SUPPORTING-OUR-COMMUNITIES TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://COMMUNITYIMPACT.PENNMEDICINE.ORG/ -------------------- PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY) A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /insurance-and-billing/financial-assistance ------------------ 17 PENN MEDICINE AT RADNOR 250 KING OF PRUSSIA ROAD BALA CYNWYD PA 19004 OUTPATIENT FACILITY PENN MEDICINE AT BUCKS COUNTY 777 TOWNSHIP LINE ROAD YARDLEY PA 19067 OUTPATIENT FACILITY PENN MEDICINE AT VALLEY FORGE 1001 CHESTERBROOK BLVD BERWYN PA 19312 OUTPATIENT FACILITY PENN MEDICINE AT WOODBURY HEIGHTS 1006 MANTUA PIKE WOODBURY HEIGHTS NJ 08097 OUTPATIENT FACILITY PENN MEDICINE AT RITTENHOUSE 1800 LOMBARD STREET PHILADELPHIA PA 19146 INPATIENT REHABILITATION ANATOMY CHEMISTRY 420 GUARDIAN DRIVE PHILADEPHIA PA 19104 RESEARCH FACILITY BIOMEDICAL RESEARCH BUILDING 2 500 OSLER CIRCLE PHILADELPHIA PA 19104 RESEARCH FACILITY BLOCKLEY HALL 423 GUARDIAN DRIVE PHILADELPHIA PA 19104 RESEARCH FACILITY CAROLYN HOFF LYNCH BIOLOGY LAB 435 S UNIVERSITY AVENUE PHILADELPHIA PA 19104 RESEARCH FACILITY CHEMISTRY LABORATORIES - 1958 WING 231 S 34TH STREET PHILADELPHIA PA 19104 RESEARCH FACILITY CHESTNUT HALL 3900 CHESTNUT STREET PHILADELPHIA PA 19104 RESEARCH FACILITY CLINICAL RESEARCH BUILDING 415 CURIE BLVD PHILADELPHIA PA 19104 RESEARCH FACILITY GL LABORATORY BUILDING 500 S RIDGEWAY GLENOLDEN PA 19036 RESEARCH FACILITY GODDARD LABORATORIES 3710 HAMILTON WALK PHILADELPHIA PA 19104 RESEARCH FACILITY HAYDEN HALL 3320 SMITH WALK PHILADELPHIA PA 19104 RESEARCH FACILITY PERELMAN CENTER FOR ADVANCED MEDICINE 3400 CIVIC CENTER BOULEVARD PHILADELPHIA PA 19104 OUTPATIENT FACILITY PENN MEDICINE CHERRY HILL 1865 NJ-70 CHERRY HILL NJ 08003 OUTPATIENT FACILITY PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $28,689,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2024. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. -------------------- PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. -------------------- PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. -------------------- PART III, LINE 9B (COLLECTION PRACTICES) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. -------------------- PART VI, LINE 2 (NEEDS ASSESSMENT) PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS), WHICH TOGETHER FORM A $11.9 BILLION ENTERPRISE. THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. THE SCHOOL OF MEDICINE HAS 791 M.D. STUDENTS, 1,947 RESIDENTS AND FELLOWS, AND 3,289 FULL-TIME FACULTY MEMBERS AS OF FY23. THROUGH UNDERGRADUATE MEDICAL EDUCATION, BROAD RANGING GRADUATE, RESIDENCY, AND FELLOWSHIP PROGRAMS, AND CONTINUING MEDICAL EDUCATION COURSES, THE SCHOOL TRAINS THE FUTURE LEADERS OF AMERICAN MEDICINE. AMBITIOUS BIOMEDICAL RESEARCH, CARRIED OUT IN 28 BASIC SCIENCE AND CLINICAL DEPARTMENTS AND IN NUMEROUS MULTIDISCIPLINARY CENTERS AND INSTITUTES, IS CLOSELY LINKED TO TEACHING AND PATIENT CARE, CONTRIBUTING TO OVERALL EXCELLENCE IN ALL THREE MISSION AREAS AND TO PENN MEDICINE'S PREEMINENCE AS AN INTEGRATED ACADEMIC MEDICAL CENTER. WITHIN OUR PHILADELPHIA FACILITIES, IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. IN FISCAL YEAR 2023, PENN MEDICINE, AS AN INSTITUTION, PROVIDED $421.9 MILLION IN CHARITY AND UNDERFUNDED CARE FOR PATIENTS IN NEED. THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE PERELMAN SCHOOL OF MEDICINE. TODAY, IT HAS 20 CLINICAL DEPARTMENTS AND PROVIDES TRAINING IN MORE THAN 40 CLINICAL SPECIALTIES. MAJOR AREAS OF CLINICAL FOCUS ACROSS HUP INCLUDE CARDIAC CARE, ONCOLOGY, NEUROSCIENCES, AND WOMEN'S HEALTH. HUP IS ONE OF THE ONLY HOSPITALS IN THIS REGION THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. HUP'S CAMPUS IS A HUB FOR INNOVATIVE MEDICAL CARE, AND HOME TO THE PAVILION-THE LARGEST CAPITAL PROJECT IN THE UNIVERSITY OF PENNSYLVANIA'S HISTORY-WHICH OPENED IN OCTOBER 2021. THE PAVILION IS ONE OF THE LARGEST HOSPITAL PROJECTS IN THE U.S.-AND THE LARGEST IN THE PHILADELPHIA REGION. THE BUILDING RISES 17 STORIES ON PENN MEDICINE'S WEST PHILADELPHIA CAMPUS AS A PLACE WHERE PENN'S WORLD-RENOWNED RESEARCHERS, CLINICIANS, AND FACULTY WILL CONTINUE TO PIONEER ADVANCED PATIENT CARE. THE $1.6 BILLION FACILITY HOUSES 504 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. IN MARCH 2021, HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE OPENED AS PART OF A PARTNERSHIP WITH PUBLIC HEALTH MANAGEMENT CORPORATION (PHMC) OFFERING CONTINUITY IN ACCESS TO CARE AND SERVICES IN WEST AND SOUTHWEST PHILADELPHIA IN PLACE OF A LONGSTANDING COMMUNITY HOSPITAL THAT NEEDED TO CLOSE. THIS SITE OFFERS 121 LICENSED BEDS AND CONTINUES TO EVOLVE INTO A MULTI-FACETED AND INNOVATIVE PUBLIC HEALTH CAMPUS. PENN MEDICINE MANAGES THE EMERGENCY DEPARTMENT, INPATIENT SERVICES, AND HOSPITAL-BASED BEHAVIORAL HEALTH PROGRAMMING AS HUP-CEDAR. PHMC HAS OPENED A FEDERALLY QUALIFIED HEALTH CENTER AT THE SITE, WHICH IS STAFFED BY CLINICIANS FROM THE PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, PROVIDING COMMUNITY MEMBERS WITH ACCESS TO HIGH-QUALITY, INTEGRATED, PATIENT-CENTERED HEALTH CARE. A KEY ELEMENT OF THE CAMPUS IS A ROBUST COMMUNITY ENGAGEMENT PLAN THAT INCLUDES REGULAR AND ONGOING COMMUNITY OUTREACH WITH STAKEHOLDERS, THUS SUPPORTING THE ENGAGEMENT OF COMMUNITY-BASED, NON-PROFIT SOCIAL SERVICES THAT ADDRESS KEY ISSUES, SUCH AS HEALTH AND WELLNESS EDUCATION AND FOOD INSECURITY. PENN PRESBYTERIAN MEDICAL CENTER (PPMC) IS CONSISTENTLY RECOGNIZED AS A CENTER OF EXCELLENCE FOR CARDIAC CARE, OPHTHALMOLOGY, AND NEUROSCIENCES. PPMC'S CAMPUS INCLUDES THE MUSCULOSKELETAL CENTER'S OUTPATIENT FACILITY AT PENN MEDICINE UNIVERSITY CITY, ABRAMSON CANCER CENTER AND THE PAVILION FOR ADVANCED CARE, HOME TO PENN MEDICINE'S LEVEL 1 TRAUMA CENTER. THE PA ACCREDITED TRAUMA CENTER OPERATES AROUND THE CLOCK TO CARE FOR PATIENTS WHO HAVE BEEN CRITICALLY INJURED IN CAR ACCIDENTS, FALLS, GUNSHOT WOUNDS AND THROUGH OTHER BLUNT AND PENETRATING TRAUMAS. THE TRAUMA CENTER AT PENN PRESBYTERIAN MEDICAL CENTER SERVES AS A REGIONAL RESOURCE FOR INJURED PATIENTS CARING FOR MORE THAN 3,000 PATIENTS ANNUALLY, SEVERAL HUNDRED OF WHOM ARE TRANSFERRED FROM OTHER AREA HOSPITALS AND TRAUMA CENTERS. PENNSYLVANIA HOSPITAL IS THE NATION'S FIRST HOSPITAL. FOUNDED IN 1751 BY BENJAMIN FRANKLIN AND DR. THOMAS BOND, PENNSYLVANIA HOSPITAL HAS BEEN A LEADER IN PATIENT CARE, TREATMENT TECHNIQUES, AND MEDICAL EDUCATION FOR MORE THAN 270 YEARS. TODAY ITS CLINICAL PROGRAMS INCLUDE THE SPINE CENTER, ORTHOPEDICS, THE CENTER FOR TRANSFUSION-FREE MEDICINE, MATERNITY AND NEWBORN SERVICES, AND BEHAVIORAL HEALTH. PENNSYLVANIA HOSPITAL IS ALSO HOME TO PENN MEDICINE WASHINGTON SQUARE, THE HOSPITAL'S OUTPATIENT FACILITY. ** IMPACT OF PRIOR COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PROPELLED BY OUR TRIPARTITE MISSION OF PATIENT CARE, EDUCATION, AND RESEARCH, AND IN RESPONSE TO THE NEEDS OF OUR COMMUNITY, PENN MEDICINE HAS DRIVEN SEVERAL PROGRAMS TO CARE FOR OUR NEIGHBORS AND IMPROVE THE WELL-BEING OF OUR REGION: > MENTAL AND BEHAVIORAL HEALTH AND SUBSTANCE USE THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE (HUP CEDAR) CRISIS RESPONSE CENTER (CRC) WAS ESTABLISHED IN 2023 TO MAKE CRITICAL PSYCHIATRIC AND SUBSTANCE USE CARE EASILY ACCESSIBLE FOR WEST AND SOUTHWEST PHILADELPHIA RESIDENTS. IN ADDITION TO MOVING INPATIENT AND DRUG AND ALCOHOL DETOXIFICATION UNITS FROM PENN PRESBYTERIAN MEDICAL CENTER TO HUP CEDAR, THE NEWLY ESTABLISHED CRC PROVIDED CARE FOR MORE THAN 4,500 PATIENT VISITS IN ITS FIRST YEAR. TOGETHER, PENNSYLVANIA HOSPITAL AND THE HUP CEDAR HAVE A TOTAL OF 73 LICENSED INPATIENT PSYCHIATRIC BEDS AND 16 BEDS FOR SUBSTANCE USE TREATMENT. IN 2023, THERE WERE MORE THAN 107,000 DRUG OVERDOSE DEATHS IN THE UNITED STATES, AND IN PHILADELPHIA, DEATH RATES CONTINUE TO RISE. PENN MEDICINE'S CENTER FOR OPIOID RECOVERY AND ENGAGEMENT (CORE) PROVIDES FREE PEER SUPPORT FOR INDIVIDUALS STRUGGLING WITH OPIOID USE AND THEIR LOVED ONES. THE PROGRAM PROVIDES MULTIPLE PATHWAYS TO RECOVERY BY REMOVING BARRIERS AND FACILITATING ACCESS TO RECOVERY RESOURCES. CORE OFFERS HANDS-ON MEDICAL AND BEHAVIORAL HELP TO ENSURE INDIVIDUALS RECEIVE CONTINUED TREATMENT AND ARE SUPPORTED WITHIN THEIR COMMUNITIES. CORE'S OPIOID USE DISORDER (OUD) CARE TEAM IS MADE UP OF CERTIFIED RECOVERY SPECIALISTS WHO USE THEIR PERSONAL OUD EXPERIENCES TO PROVIDE PARTICIPANTS WITH LONG-TERM GUIDANCE FOR RECOVERY. CORE ALSO OFFERS ENHANCED CASE MANAGEMENT SERVICES, PROVIDING ASSISTANCE WITH OBTAINING HOUSING, EDUCATION, SOCIAL SERVICE NEEDS, SUPPORT GROUPS AND ACCESS TO TREATMENT. > CHRONIC DISEASE PREVENTION AND MANAGEMENT STROKE COMMUNITY EDUCATION PROGRAM: IN RECOGNITION THAT STROKE IS THE NUMBER-ONE PREVENTABLE CAUSE OF DISABILITY, PENN MEDICINE OFFERS COMMUNITY-BASED, STROKE-RELATED EDUCATIONAL PROGRAMMING AT EVERY HOSPITAL IN THE SYSTEM. RISK FACTORS ARE IDENTIFIED THROUGH A COMMUNITY HEALTH NEEDS ASSESSMENT, WITH PROGRAM STAFF STRIVING TO HELP RESIDENTS COMBAT ANY RISK FACTORS THAT EMERGE, WHILE WORKING TO INCREASE AWARENESS OF STROKE AND ITS SYMPTOMS. NATIONAL DIABETES PREVENTION PROGRAM (NDPP): THIS YEAR-LONG, RESEARCH-BASED PROGRAM USES CURRICULUM PUBLISHED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION TO PROMOTE HEALTHY EATING AND PHYSICAL ACTIVITY IN INDIVIDUALS AT RISK FOR DEVELOPING TYPE 2 DIABETES. PROVIDED AT MOST PENN MEDICINE DIABETES EDUCATION CENTERS, THE NDPP ENCOURAGES HEALTHY LIFESTYLE CHANGES TO DELAY OR PREVENT A DIAGNOSIS OF TYPE 2 DIABETES. DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT PROGRAMS (DSMES): DIABETES IS A COMPLEX CONDITION THAT INVOLVES MANY DAILY SELF-MANAGEMENT HABITS. DSMES PROGRAMS PROVIDE INDIVIDUALS LIVING WITH DIABETES WITH THE TOOLS AND SUPPORT NEEDED TO ADDRESS THE BEHAVIORAL, EDUCATIONAL, MEDICAL, AND MENTAL ASPECTS OF DIABETES MANAGEMENT. THESE SKILLS CAN HELP PEOPLE WITH DIABETES ENHANCE THEIR DAILY SELF-CARE, DECREASE COMPLICATIONS OF DIABETES, AND IMPROVE OVERALL HEALTH OUTCOMES. IN THE PAST FISCAL YEAR, OVER 500 INDIVIDUALS HAVE ATTENDED DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT SESSIONS OFFERED AT THE ACCREDITED PENN MEDICINE DIABETES EDUCATION CENTERS, INCLUDING PENNSYLVANIA HOSPITAL. > PRIMARY AND PREVENTIVE CARE NAVIGATION AND ACCESS THE PENN CENTER FOR COMMUNITY HEALTH WORKERS PROGRAM IS A STANDARDIZED, SCALABLE COMMUNITY HEALTH WORKER (CHW) PROGRAM IN WHICH PENN MEDICINE HIRES, TRAINS, AND DEPLOYS TRUSTED LAYPEOPLE FROM LOCAL COMMUNITIES TO HELP PATIENTS ADDRESS FOOD, HOUSING, TRANSPORTATION, AND CHRONIC DISEASE PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE) UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN (INCLUDING LIMITED ENGLISH PROFICIENCY), ETHNICITY, RELIGION, CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE, ANCESTRY, SEXUAL ORIENTATION, GENETIC INFORMATION, CULTURE, SOCIOECONOMIC STATUS, DOMESTIC OR SEXUAL VIOLENCE VICTIM STATUS, SOURCE OF INCOME, SOURCE OF PAYMENT, OR VETERAN STATUS. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /insurance-and-billing/financial-assistance -------------------- PART VI, LINE 4 (COMMUNITY INFORMATION) UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD, DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS, AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. -------------------- PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSEY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 110 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. -------------------- PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) N/A true UNIVERSITY CITY DISTRICT 3940 CHESTNUT ST PHILADELPHIA PA 19104 232913784 501(C)(3) 4218716 FMV N/A SUPPORT PRGM SRVS SCHOOL DISTRICT OF PHILADELPHIA 440 N BROAD ST PHILADELPHIA PA 19130 236004102 GOV'T. 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PHILADELPHIA PA 19104 571204276 501(C)(3) 112500 FMV N/A SUPPORT PRGM SRVS AMERICAN HEART ASSOCIATION 1617 JFK BLVD STE700 PHILADELPHIA PA 19103 135613797 501(C)(3) 105156 FMV N/A SUPPORT PRGM SRVS GIFT OF LIFE HOWIE'S HOUSE 401 CALLOWHILL ST PHILADELPHIA PA 191234101 260585694 501(C)(3) 100553 FMV N/A SUPPORT PRGM SRVS JEWISH FEDERATION OF SOUTHERN NEW JERSEY 1301 SPRINGDALE RD CHERRY HILL NJ 08003 210634489 501(C)(3) 99997 FMV N/A SUPPORT PRGM SRVS TEAM THOMPSON FAMILY FOUNDATION 5602 N SYDENHAM ST PHILADELPHIA PA 191412320 871934091 501(C)(3) 75000 FMV N/A SUPPORT PRGM SRVS CAROL EMMOTT FOUNDATION 4931 SW 76th Ave Ste 229 PORTLAND OR 97225 841882898 501(C)(3) 65000 FMV N/A SUPPORT PRGM SRVS MARCH OF DIMES 1550 CRYSTAL DRIVE SUITE 1300 ALRINGTON VA 22202 131846366 501(C)(3) 50926 FMV N/A SUPPORT PRGM SRVS TRAVIS MANION FOUNDATION 140 E State St DOYLESTOWN PA 18901 412237951 501(C)(3) 50436 FMV N/A SUPPORT PRGM SRVS ST MARGARET PARISH NARBERTH PA 227 N NARBERTH AVE NARBETH PA 19072 231371972 501(C)(3) 50100 FMV N/A SUPPORT PRGM SRVS UNIVERSITY OF CHICAGO 5807 S WOODLAWN AVE SUITE 211 CHICAGO IL 60637 362177139 501(C)(3) 50000 FMV N/A SUPPORT PRGM SRVS CLEAR FUND (DBA GIVEWELL) 1714 FRANKLIN STREET 100335 OAKLAND CA 94612 208625442 501(C)(3) 41580 FMV N/A SUPPORT PRGM SRVS THE PHILADELPHIA CITIZEN 2400 MARKET ST OFFSITE AT FITLER CLUB PHILADELPHIA PA 19103 462777419 501(C)(3) 25000 FMV N/A SUPPORT PRGM SRVS PHILABUNDANCE 3616 S GALLOWAY ST PHILADELPHIA PA 19148 232290505 501(C)(3) 21027 FMV N/A SUPPORT PRGM SRVS FURREVER FRIENDS PO BOX 141 WOODBURY NJ 08096 203286435 501(c)(3) 20011 FMV N/A SUPPORT PRGM SRVS AMERICA CANCER SOCIETY STE 1300 270 PEACHTREE ST NW ATLANTA GA 30303 465439010 501(C)(3) 20000 FMV N/A SUPPORT PRGM SRVS LANCASTER COUNTY COMMUNITY FOUNDATION 24 W KING STREET SUITE 201 LANCASTER PA 17603 200874857 501(C)(3) 20000 FMV N/A SUPPORT PRGM SRVS ROCK MINISTRIES OF PHILADELPHIA INC 2755 KENSINGTON AVE PHILADELPHIA PA 19134 200471983 501(C)(3) 20000 FMV N/A SUPPORT PRGM SRVS PHILADELPHIA SCHOOL 2501 LOMBARD ST PHILADELPHIA PA 19146 237091186 501(C)(3) 17250 FMV N/A SUPPORT PRGM SRVS GIVEDIRECTLY PO BOX 3221 NEW YORK NY 10008 271661997 501(C)(3) 16875 FMV N/A SUPPORT PRGM SRVS ABRAMSON CANCER CENTER OF THE UNIVERSITY OF PENNSY 421 CURIE BLVD PHILADELPHIA PA 19104 232929823 501(C)(3) 16201 FMV N/A SUPPORT PRGM SRVS COMMUNITY COLLEGE OF PHILA 1700 SPRING GARDEN ST PHILADELPHIA PA 19130 232612698 501(c)(3) 12530 FMV N/A SUPPORT PRGM SRVS LIVING BEYOND BREAST CANCER 40 MONUMENT RD STE 104 BALA CYNWYD PA 19004 232734689 501(c)(3) 10500 FMV N/A SUPPORT PRGM SRVS CITY YEAR PHILADELPHIA 287 COLUMBUS AVE BOSTON MA 021165334 222882549 501(c)(3) 10317 FMV N/A SUPPORT PRGM SRVS MATERNITY CARE COALITION 3401 I STREET 407 PHILADELPHIA PA 19134 232200410 501(c)(3) 10121 FMV N/A SUPPORT PRGM SRVS LANCASTER COUNTY YOUTH AMATEUR HOCKEY LEAGUE 371 CARRERA DRIVE LANCASTER PA 17601 231972756 501(c)(3) 10000 FMV N/A SUPPORT PRGM SRVS LITITZ REC CENTER 301 WEST MAPLE ST LITITZ PA 17543 236296633 501(c)(3) 10000 FMV N/A SUPPORT PRGM SRVS PRIDE CENTER OF NJ 85 RARITAN AVE STE 100 HIGHLAND PARK NJ 08904 223514702 501(c)(3) 10000 FMV N/A SUPPORT PRGM SRVS THE ENTERPRISE CENTER COMMUNITY DEVELOPMENT CORPOR 4548 MARKET ST PHILADELPHIA PA 19139 300002632 501(c)(3) 10000 FMV N/A SUPPORT PRGM SRVS CENTRAL PHILADELPHIA DEVELOPMENT CORP 660 CHESNUT ST PHILADELPHIA PA 19106 231583209 501(c)(3) 9000 FMV N/A SUPPORT PRGM SRVS DOCTORS WITHOUT BORDERSMDECINS SANS FRONTIRES U 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 133433452 501(c)(3) 8684 FMV N/A SUPPORT PRGM SRVS HARCUM COLLEGE 750 MONTGOMERY AVENUE BRYN MAWR PA 19010 231424055 501(c)(3) 8000 FMV N/A SUPPORT PRGM SRVS AMERICAN FRIENDS OF MAGEN DAVID ADOM ISRAEL 20 W 36TH ST SUITE 1100 NEW YORK NY 10018 131790719 501(c)(3) 7914 FMV N/A SUPPORT PRGM SRVS PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA 1144 LOCUST ST PHILADELPHIA PA 19107 231352509 501(c)(3) 7637 FMV N/A SUPPORT PRGM SRVS PHILADELPHIA ANIMAL WELFARE SOCIETY (PAWS) 100 N 2ND STREET PHILADELPHIA PA 19106 263862631 501(c)(3) 7611 FMV N/A SUPPORT PRGM SRVS PROJECT HOME 1515 FAIRMOUNT AVE PHILADELPHIA PA 191302936 232555950 501(c)(3) 7501 FMV N/A SUPPORT PRGM SRVS CY FRITZ FOUNDATION 2295 BOB WHITE LANE LANCASTER PA 17601 475001588 501(c)(3) 7500 FMV N/A SUPPORT PRGM SRVS CHOSEN 300 MINISTRIES PO BOX 95 ARDMORE PA 19003 232858946 501(c)(3) 7447 FMV N/A SUPPORT PRGM SRVS PARCA INC 503 SANDY BANK RD MEDIA PA 19063 812835262 501(c)(3) 7314 FMV N/A SUPPORT PRGM SRVS BOYS & GIRLS CLUBS OF PHILADELPHIA 1518 WALNUT STREET SUITE 605 PHILADELPHIA PA 19102 231966756 501(c)(3) 7183 FMV N/A SUPPORT PRGM SRVS MANHEIM TOWNSHIP SOCCER CLUB P O BOX 5195 LANCASTER PA 17601 232936604 501(c)(3) 7000 FMV N/A SUPPORT PRGM SRVS PUENTES DE SALUD 1700 SOUTH STREET PHILADELPHIA PA 19146 261973303 501(c)(3) 6439 FMV N/A SUPPORT PRGM SRVS ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 351044585 501(c)(3) 6146 FMV N/A SUPPORT PRGM SRVS FREE LIBRARY OF PHILADELPHIA FOUNDATION 1901 VINE STREET PHILADELPHIA PA 191031189 521173474 501(c)(3) 6098 FMV N/A SUPPORT PRGM SRVS UNIVERSITY OF MINNESOTA 2221 UNIVERSITY AVE SE SUITE 100 MINNEAPOLIS MN 55414 416007513 GOV'T. ORG. 6000 FMV N/A SUPPORT PRGM SRVS AMERICAN RED CROSS 431 18TH ST NW WASHINGTON DC 200065310 530196605 501(c)(3) 5943 FMV N/A SUPPORT PRGM SRVS CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP) 34TH ST AND CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(c)(3) 5801 FMV N/A SUPPORT PRGM SRVS ADULTS WITH AUTISM LIVING WITH INDEPENDENCE VALUE 646 VERNON RD SPRINGFIELD PA 19064 260692382 501(c)(3) 5339 FMV N/A SUPPORT PRGM SRVS CODED BY KIDS 3624 MARKET ST STE 1SD PHILADELPHIA PA 19104 465310610 501(C)(3) 5275 FMV N/A SUPPORT PRGM SRVS YOUNG CHANCES FOUNDATION 2703 TASKER ST PHILADELPHIA PA 191302936 455441493 501(c)(3) 5265 FMV N/A SUPPORT PRGM SRVS 55 3 FINANCIAL AID TO UNDERGRADUATE STUDENTS 4880 255837002 N/A N/A FINANCIAL AID TO GRADUATE STUDENTS 7876 360742649 N/A N/A STUDENT PRIZES AND AWARDS 3984 14647617 N/A N/A SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING GRANTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. -------------------- SCHEDULE I, PART II DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAY MAKE SUB-AWARDS TO OTHER INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "GRANTS AND ASSISTANCE" FOR FORM 990 REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. DURING THE YEAR ENDED JUNE 30, 2024, THE UNIVERSITY OF PENNSYLVANIA MADE SUB-AWARD PAYMENTS TO 344 RECIPIENTS TOTALING $139,210,727. -------------------- SCHEDULE I, PART III DETAIL OF GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS TO PROMOTE ACCESS AND AFFORDABILITY, PENN PROVIDES GRANT-BASED UNDERGRADUATE FINANCIAL AID PACKAGES AND ADHERES TO A NEED-BLIND ADMISSION POLICY, IN WHICH ADMISSION DECISIONS ARE NOT AFFECTED BY A STUDENT'S ABILITY TO PAY OR APPLICATION FOR FINANCIAL AID. THIS POLICY PROVIDES FINANCIAL AID TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS AND EMPLOYMENT DURING THE ACADEMIC YEAR. AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON FINANCIAL NEED, SERVICE (TEACHING ASSISTANTSHIPS AND FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. PHD STUDENTS GENERALLY RECEIVE MULTI-YEAR AWARDS COVERING THEIR FULL EDUCATIONAL COSTS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFITS AS DESCRIBED ABOVE. X X X X X X true true X X X X X false true false false false false false true false ADZICK N SCOTT MD CHOP - SURGERY 1284486 0 0 0 1067690 0 33000 0 21050 0 2406227 0 0 0 AMMON PETER CHIEF INVESTMENT OFFICER 1173717 0 4173986 0 450 0 2407159 0 14397 0 7769709 0 2376411 0 ANDERSON KATHLEEN VP FOR PUBLIC SAFETY 278651 0 64500 0 307 0 28650 0 28576 0 400684 0 0 0 CARNAROLI CRAIG EXECUTIVE VP 708484 0 0 0 506753 0 369775 0 29390 0 1614402 0 393550 0 CITRO MICHAEL VP AND CHIEF OF STAFF 408473 0 78000 0 300 0 41552 0 20335 0 548660 0 0 0 COOPER JEFFREY VP GOV'T & COMMUNITY RELATIONS 481024 0 81719 0 22332 0 33000 0 27791 0 645866 0 0 0 COWENHOVEN ANNA VP COMMUNICATNS-AS OF 08/01/23 188617 0 0 0 29818 0 15333 0 11472 0 245240 0 0 0 CUNNINGHAM REGINA CEO HUP 811740 0 372307 0 619985 0 0 0 18243 0 1822275 0 585942 0 DILEO RUSSELL COMPTROLLER 339502 0 68000 0 2357 0 34146 0 53316 0 497321 0 788 0 DINGFIELD MARK VP FINANCE & TREASURER 535933 0 120000 0 693 0 54325 0 20569 0 731520 0 0 0 DRISCOLL DEBORAH A MD SVP CPUP, VICE DEAN PSOM 751288 0 1132980 0 239771 0 33000 0 1248 0 2158287 0 0 0 EPSTEIN JON MD VICE DEAN, PSOM 769058 0 407638 0 133176 0 33000 0 21336 0 1364208 0 0 0 HEUER JOHN J SVP HUMAN RESOUR-THRU 6/30/24 501824 0 128500 0 2917 0 51575 0 37992 0 722808 0 0 0 HOWARD CHARLES VP SOC EQ & COMM, UNIV. CHAPLN 305141 0 53760 0 3639 0 31420 0 73204 0 467164 0 0 0 HUSSON JAMES VP DEVELOPMNT & ALUMI RELATION 985964 0 158241 0 1564 0 99558 0 35813 0 1281140 0 0 0 JACKSON JOHN PHD PROVOST 756796 0 110976 0 70615 0 73325 0 7097 0 1018809 0 23198 0 JAMESON J LARRY DR PRES & TRUSTEE - AS OF 12/23 2525862 0 1367900 0 1244106 0 1272450 0 25701 0 6436020 0 909750 0 JOHNSTON ELIZABETH FORMER EXEC. DIRECTOR CPUP 349913 0 289884 0 18857 0 0 0 21617 0 680271 0 0 0 KASPER KEITH CFO, UPHS 1066738 0 507150 0 236279 0 218400 0 18466 0 2047033 0 198644 0 LEWIS TREVOR VP BUDGET & MGMT ANALYSIS 460275 0 105000 0 34455 0 47000 0 32730 0 679461 0 35843 0 LOPEZ STACEY VP INSTITUTIONAL RESEARCH 423726 0 70865 0 26847 0 42623 0 15998 0 580059 0 26476 0 MACCARTHY STEPHEN J FORMER VP COMMUNICATIONS 335185 0 102828 0 31079 0 33000 0 24439 0 526531 0 0 0 MAGILL M ELIZABETH PRES & TRUSTEE - THRU 12/23 1480657 0 725000 0 28474 0 33000 0 79314 0 2346445 0 0 0 MAHONEY KEVIN CEO, UPHS 1801543 0 938400 0 37203 0 0 0 20761 0 2797907 0 0 0 MARCOTTE PAUL MD NEUROSURGERY 1405673 0 0 0 951841 0 33000 0 8990 0 2399504 0 0 0 MASOTTI CHRISTOPHER VICE DEAN, ADMINISTRATION PSOM 489758 0 195869 0 740 0 33000 0 59022 0 778389 0 0 0 MITCHELL JOANN SVP FOR INSTITUTIONAL AFFAIRS 534783 0 106050 0 25028 0 33000 0 18313 0 717174 0 0 0 MURPHY THOMAS SVP ISC & CIO 603152 0 155000 0 84671 0 60950 0 47723 0 951496 0 70313 0 NARVEKAR MEDHA VP & SECRETARY 639133 0 144417 0 1980 0 64360 0 17848 0 867738 0 0 0 PAPAGEORGE ANNE SR VP FACILITIES & REAL ESTATE 561631 0 141500 0 4153 0 56750 0 18346 0 782380 0 0 0 PELLICANO GREGORY VP AUDIT, COMPLIANCE & PRIV'Y 368651 0 83000 0 16693 0 37800 0 57708 0 563852 0 14816 0 PRITCHETT WENDELL FORMER PROVOST 426969 0 1015224 0 199780 0 33000 0 29351 0 1704324 0 860120 0 QUINN PETER FORMER SR VP, VICE DEAN, PS 103033 0 0 0 1446 0 11074 0 21196 0 136749 0 0 0 ROST GREGORY FORMER SVP & CHIEF OF STAFF 263620 0 0 0 21372 0 27329 0 26830 0 339151 0 18315 0 SESTITO JOHN VP & EXECUTIVE DIRECTOR CPUP 383293 0 156710 0 36458 0 56779 0 18106 0 651346 0 0 0 STORM PHILLIP B MD CHOP - NEUROSURGERY 1790334 0 0 0 639240 0 33000 0 26683 0 2489257 0 0 0 TAYLOR JESSE MD CHOP - PLASTIC SURGERY 1492720 0 0 0 864787 0 33000 0 26728 0 2417235 0 0 0 VOLPE MICHELLE COO UPHS 862368 0 376308 0 157858 0 0 0 15224 0 1411758 0 0 0 WHITE WENDY SVP & GENERAL COUNSEL 865060 0 170730 0 60466 0 33000 0 25751 0 1155007 0 0 0 WITT MARIE VP BUSINESS SERVS-THRU 5/31/24 420522 0 105000 0 1980 0 42900 0 20923 0 591325 0 0 0 YOSHOR DANIEL MD NEUROSURGERY 1643052 0 769352 0 337351 0 44764 0 38488 0 2833007 0 0 0 SCHEDULE J, PART I, LINE 1A DETAIL OF ADDITIONAL BENEFITS FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP TO BE USED BY THE PRESIDENT IN CONNECTION WITH THEIR DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. -------------------- SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNTS WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - NO DISTRIBUTION CITRO, MICHAEL - NO DISTRIBUTION COOPER, JEFFREY - NO DISTRIBUTION DILEO, RUSSELL - NO DISTRIBUTION DINGFIELD, MARK - NO DISTRIBUTION HEUER, JOHN J. - NO DISTRIBUTION HUSSON, JAMES - NO DISTRIBUTION JACKSON, JOHN - NO DISTRIBUTION LEWIS, TREVOR - NO DISTRIBUTION LOPEZ, STACEY - NO DISTRIBUTION MACCARTHY, STEPHEN - NO DISTRIBUTION MITCHELL, JOANN - NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION NARVEKAR, MEDHA - NO DISTRIBUTION PAPAGEORGE, ANN - NO DISTRIBUTION PELLICANO, GREGORY - NO DISTRIBUTION WHITE, WENDY S. - NO DISTRIBUTION WITT, MARIE - NO DISTRIBUTION IN ADDITION, THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A HAS A VESTED BALANCE IN THE SERP WHICH WILL BE RECEIVED UPON SEPARATION: CARNAROLI, CRAIG -------------------- THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ALSO MAINTAINS ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLANS FOR SENIOR EXECUTIVES AS A RETENTION TO THEIR COMMITMENT TO THE UNIVERSITY OF PENNSYLVANIA. CONTRIBUTIONS ARE MADE ANNUALLY AT THE SOLE DISCRETION OF THE UNIVERSITY AS LONG AS THE INDIVIDUAL IS AN ACTIVE EMPLOYEE. VESTING IN THESE ACCOUNTS OCCURS AFTER EACH THREE YEAR PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE THE BALANCE OF THE VESTED SERP ACCOUNT (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES). PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - $2,600,181 CARNAROLI, CRAIG - $504,723 JAMESON, J. LARRY - $731,149 -------------------- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: CUNNINGHAM, REGINA - $585,942 DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION KASPER, KEITH - $198,644 MAHONEY, KEVIN - NO DISTRIBUTION SESTITO, JOHN - $11,988 VOLPE, MICHELE - $127,500 -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION JAMESON, J. LARRY, DR - NO DISTRIBUTION ADZICK, N. SCOTT, MD - NO DISTRIBUTION MARCOTTE, PAUL, MD - NO DISTRIBUTION STORM, PHILLIP B., MD - NO DISTRIBUTION TAYLOR, JESSE, MD - NO DISTRIBUTION YOSHOR, DANIEL, MD - NO DISTRIBUTION -------------------- SCHEDULE J, PART I, LINE 7 PROVISION OF NON-FIXED PAYMENTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ----------------- SCHEDULE J, PART II ADDITIONAL DETAIL REGARDING CERTAIN COMPENSATION REPORTED N. SCOTT ADZICK, MD, PHILLIP B. STORM, MD, AND JESSE TAYLOR, MD, ALL HOLD ACADEMIC APPOINTMENTS AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING CLINICAL PRACTICE DUTIES AT A NEARBY, UNRELATED, THIRD PARTY, CHILDREN'S HOSPITAL (THE "THIRD PARTY HOSPITAL"). FOR ADMINISTRATIVE SIMPLICITY PURPOSES, THE UNIVERSITY PROVIDES THE PAYROLL FUNCTION FOR BOTH PORTIONS OF THESE PHYSICIANS' SALARIES. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTIONS OF THE PHYSICIANS' SALARIES. -------------------- A PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015 222243852 70917SPV9 2015-04-16 423474654 REFUND2005A,C;2009A,B,C;2010;2011A false false false B PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016 222243852 70917SWG4 2016-04-28 187067793 ADVANCE REFUNDING OF MULT. BONDS false false false C PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2017 222243852 70917SDS9 2017-01-19 200857522 RENOVATIONS OF VARIOUS BLDGS false false false D PA HIGHER ED FACILITIES ATHRTY- SERIES A 2018 222243852 70917S4A8 2018-10-17 200829171 VARIOUS CAPITAL PROJECTS false false false A 256407545 0 428357536 0 0 0 0 0 0 0 428357536 0 2015 true true true true B 66396148 0 190063629 0 0 0 1203672 0 0 0 188859957 0 2016 false true true true C 8299029 0 200857522 0 0 0 857522 0 0 0 200000000 0 2017 false false true true D 21114686 0 200829171 0 0 0 829171 0 0 0 200000000 0 2018 false false true true A false true false false 0.00202 0.00246 0.00448 false false false true B false true false false 0.00220 0.00266 0.00486 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true D false false false false 0.00000 0.00000 0.00000 false false false true A false false true false false false 0 false 0 false true B false false true false false false 0 false 0 false true C false false true false false false 0 false 0 false true D false false true false false false 0 false 0 false true A true B true C true D true TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $4,882,882 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $2,995,836 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $1,527,540 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $11,678,320 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $621,598 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $2,655,136 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $319,788 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $9,485 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2024 INCLUDES $924,025 OF INVESTMENT EARNINGS. ------------------ TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2018, SERIES A 2017, UPHS SERIES B 2021, UPHS SERIES A 2021, UPHS SERIES A 2019, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), UPHS SERIES A 2012, AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------ TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,441,300 AS OF JUNE 30, 2024. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $28,353,727 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2024. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), AND LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $2,458,937 FOR PRESBYTERIAN MEDICAL CENTER, $28,890,483 FOR PENNSYLVANIA HOSPITAL OF UPHS, AND $141,110,966 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2024. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $9,664,285 FOR PRESBYTERIAN MEDICAL CENTER AND $9,664,287 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2024. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2021 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), CHESTER COUNTY HOSPITAL (EIN 23-0469150), AND TO PRINCETON HEALTHCARE SYSTEM (EIN 21-0635009), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,885,626 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,571,097 FOR PRESBYTERIAN MEDICAL CENTER, $48,570,324 FOR CHESTER COUNTY HOSPITAL, AND $205,581 FOR PRINCETON HEALTHCARE SYSTEM AS OF JUNE 30, 2024. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES B 2021 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $15,888,460 FOR PRESBYTERIAN MEDICAL CENTER AND $21,184,614 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2023. ------------------ A WASHINGTON COUNTY AUTHORITY - SERIES OF 2004 222243852 938591BF0 2004-05-27 62500000 REDEEM 1985 BONDS false false false B PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2008 222243852 70917RPY5 2008-04-16 105805000 REFUND PHX 2002; CAPITAL PROJECT false false false C PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015 222243852 70917SSJ3 2015-07-19 398010258 ADV/CUR REFUND; VAR CAP PROJECTS false false false D PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016 222243852 514045M75 2016-04-07 346410442 ADV. REFUND; VARIOUS CAP. PROJECTS false false false A 24900000 0 62500000 0 0 0 465649 0 0 0 62034351 0 2004 true false true true B 35810000 0 105805000 0 0 0 786485 79656 0 81538099 23400760 0 2009 true false true true C 205390338 0 399537798 0 0 0 2275487 0 0 150000000 247247274 15037 2015 true true true true D 86820138 0 358088762 0 0 0 2769452 0 0 147000000 208300399 18911 2018 false true true true A 0 B false false false false 0.00000 0.00000 0.00000 false false false true C false true true true true true 0.00189 0.00005 0.00194 false false false true D false true false false 0.00017 0.00000 0.00017 false false false true A false false true false true false 0 false 0 false true B false false true false true false 0 false 0 false true C false false true false false false 0 false 0 false true D false false true false false false 0 false 0 false true A true B true C true D true A PA HIGHER ED FACILITIES-UPHS SERIES C 2016 222243852 70917SYU1 2017-01-17 151191978 ADV. REFUNDING OF UPHS 2011A false false false B PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2017 222243852 709175587 2017-12-31 443182248 BUILDING AND STRUCTURES false false false C PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2019 222243852 70917S6Z1 2019-12-05 600000239 REFUND TAXABLE BOND & NEW MONEY false false false D PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2021 222243852 70917TCC3 2021-04-13 100576074 CURRENT REFUNDING OF UPHS SERIES A false false false A 29773956 0 151813576 0 0 0 1186726 0 0 0 150618833 8017 false true true true B 13262442 0 445837384 0 0 0 2341079 0 0 301867554 141610975 17776 2018 false false true true C 13508203 0 600320027 0 0 0 2986361 0 0 532486718 64825135 21813 2021 false true true true D 2940936 0 100585559 0 0 0 576074 0 0 0 99996904 12581 2021 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true B false false false false 0.00000 0.00000 0.00000 false false false true C false false false false 0.00000 0.00000 0.00000 false false false true D false false false false 0.00000 0.00000 0.00000 false false false true A false false true false false false 0 false 0 false true B false false true false true false 0 false 0 false true C false false true false true false 0 false 0 false true D false false true false true false 0 false 0 false true A true B true C true D true A PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES B 2021 222243852 70917TCY5 2022-05-18 125909921 REFUND UPHS SERIES 2014 & 2012 BON false false false A 10908671 0 126833946 0 0 0 772682 0 0 0 126061264 0 2022 true false true true A false false false false 0.00000 0.00000 0.00000 false false false true A false false true false true false 0 false 0 false true A true BANET-WEISER SARAH DEAN, ANNENBERG SCHOOL SPECIAL EMPLOYEE LN X 200000 185000 false true true GUTMANN AMY FORMER PRESIDENT SPECIAL EMPLOYEE LN X 3700000 3742340 false true true LEE SOPHIA Z DEAN, PENN CAREY LAW SPECIAL EMPLOYEE LN X 300000 275000 false true true STRUNK KATHARINE O DEAN, GSE SPECIAL EMPLOYEE LN X 150000 137500 false true true 4339840 EVAN ANDERSON FAMILY MEMBER OF OFFICER 86699 EMPLOYEE COMPENSATION false CHRISTOS COUTIFARIS FAMILY MEMBER OF KEY EMPLOYEE 468943 EMPLOYEE COMPENSATION false PAULINA COUTIFARIS FAMILY MEMBER OF KEY EMPLOYEE 67079 EMPLOYEE COMPENSATION false LAURA DINGFIELD FAMILY MEMBER OF OFFICER 228195 EMPLOYEE COMPENSATION false NICHOLAS HEUER FAMILY MEMBER OF OFFICER 44061 EMPLOYEE COMPENSATION false LIA HOWARD FAMILY MEMBER OF OFFICER 84417 EMPLOYEE COMPENSATION false MARK HUGHES FAMILY MEMBER OF OFFICER 201188 EMPLOYEE COMPENSATION false MICHAEL HUSSON MD FAMILY MEMBER OF OFFICER 423873 EMPLOYEE COMPENSATION false CHRISTINA JAMESON O'MALLEY FAMILY MEMBER OF OFFICER 41750 EMPLOYEE COMPENSATION false ABIGAIL PETERSON FAMILY MEMBER OF FORMER OFFICER 56798 EMPLOYEE COMPENSATION false PAULA PRITCHETT FAMILY MEMBER OF FORMER OFFICER 162017 EMPLOYEE COMPENSATION false KAREN SKELSTON FAMILY MEMBER OF OFFICER 51654 EMPLOYEE COMPENSATION false DEOBORAH THOMAS FAMILY MEMBER OF OFFICER 316623 EMPLOYEE COMPENSATION false SCHEDULE L, PART III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THE UNIVERSITY MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. -------------------- SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. -------------------- X 4 3 FMV X 139609 FMV X 1178 99010370 FMV X DONATED EQPMNT 1 119538 FMV X OTHER GIFTS 41 2797757 FMV 17 false true true SCHEDULE M,PART I, LINE 32B UTILIZATION OF THIRD PARTIES FOR SALES IN RARE INSTANCES WHERE NON-RARE, DUPLICATE, DONATIONS OF ART, HISTORICAL ASSETS OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY WILL THEN RECEIVE A PORTION OF THE SALES PRICE. THIS ACTIVITY IS TYPICALLY VERY MINOR AND GENERATES LESS THAN $2,000 PER YEAR. THE UNIVERSITY RECORDS ANY CRYPTOCURRENCY CONTRIBUTIONS AS A COMPONENT OF SECURITIES FOR ACCOUNTING PURPOSES. THE UNIVERSITY TYPICALLY UTILIZES A THIRD-PARTY SERVICE TO INITIATE THE IMMEDIATE SALE OF ANY CRYPTOCURRENCY CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 4A &4B TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THE UNIVERSITY OF PENNSYLVANIA ("PENN"UNIVERSITY") IS ONE OF THE OLDEST UNIVERSITIES IN THE UNITED STATES. IT TRACES ITS ORIGINS BACK TO A CHARITY SCHOOL FOUNDED IN 1740, WAS CHARTERED AS A COLLEGE IN 1755, AND ON MAY 17, 1757, HELD ITS FIRST COMMENCEMENT, GRADUATING A CLASS OF SEVEN STUDENTS. FROM THESE EARLY AND MODEST BEGINNINGS, PENN HAS GROWN INTO ONE OF THE LEADING RESEARCH AND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND IN THE WORLD. PUBLIC SERVICE IS A TOP INSTITUTIONAL PRIORITY FOR PENN. AS SUCH, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY IN PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. THE UNIVERSITY IS HOME TO THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE FOR CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, ALL OF WHICH CONTRIBUTE VITALLY TO ENRICHING THE CULTURAL LIFE OF PHILADELPHIA. IN ADDITION, THE UNIVERSITY IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS ITS HOME. I. EDUCATION PENN'S SPECIAL CHARACTER IS REFLECTED IN THE WIDE VARIETY OF BACKGROUNDS, EXPERIENCES AND PERSPECTIVES OF THE PENN COMMUNITY. PENN SEEKS TALENTED STUDENTS WHO WILL CONSTITUTE A VIBRANT COMMUNITY AND HELP CREATE AN EDUCATIONAL ENVIRONMENT THAT BEST SUPPORTS THE UNIVERSITY'S COMMITMENT TO EXCELLENCE IN TEACHING, RESEARCH, AND SCHOLARSHIP. OF 65,236 STUDENTS WHO APPLIED FOR THE CLASS OF 2028, ONLY 3,523, OR 5.4 PERCENT, WERE OFFERED ADMISSION. THE UNIVERSITY IS COMMITTED TO INCREASING ACCESS THROUGH GRANT-BASED AID PACKAGES THAT MEET THE FULL FINANCIAL NEED OF UNDERGRADUATES, EXPANDING THE PENN WORLD SCHOLARS PROGRAM, AND STRENGTHENING GRADUATE AND PROFESSIONAL FINANCIAL AID AND SUPPORT, SUCH AS THROUGH WELLNESS AT PENN AND THE OFFICE FOR PENN FIRST PLUS STUDENTS, WHICH SUPPORTS FIRST-GENERATION STUDENTS WITH SUBSTANTIAL FINANCIAL NEED TO THRIVE AND GRADUATE ON TIME. PENN IS THE NATION'S LARGEST UNIVERSITY WITH A PROGRAM THAT ENABLES DEPENDENT UNDERGRADUATES ELIGIBLE FOR AID TO RECEIVE GRANT-BASED FINANCIAL AID PACKAGES FOR EIGHT ACADEMIC SEMESTERS. PENN'S AID PROGRAM DEMONSTRATES THE UNIVERSITY'S COMMITMENT TO INCREASE ACCESS FOR QUALIFIED STUDENTS FROM ALL ECONOMIC BACKGROUNDS. IN FY 2024, THE AVERAGE FRESHMAN AID PACKAGE WAS $69,473. THIS REPRESENTS A 5.9% INCREASE FROM FY 2023. SINCE FY 2008, WHEN PENN BEGAN ITS GRANT-BASED FINANCIAL AID POLICY, THE AVERAGE FRESHMAN AID PACKAGE HAS INCREASED BY 134 PERCENT. RANKED NO. 10 AMONG ALL NATIONAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, PENN IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE TOP ACADEMIC PROGRAMS IN THE COUNTRY. PENN'S UNDERGRADUATE BUSINESS PROGRAM IS RANKED NO. 1 NATIONALLY, WHILE PENN'S GRADUATE PROGRAMS IN BUSINESS AND NURSING ARE CONSISTENTLY RANKED IN THE TOP SIX NATIONWIDE. THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA HAS BEEN RANKED AMONG THE TOP MEDICAL SCHOOLS IN THE UNITED STATES FOR THE PAST 20 YEARS, ACCORDING TO U.S. NEWS & WORLD REPORT'S SURVEY OF RESEARCH-ORIENTED MEDICAL SCHOOLS. IN FY 2024, PENN RECEIVED $778.3 MILLION IN FUNDING FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). OF THE $778.3 MILLION, THE PERELMAN SCHOOL OF MEDICINE RECEIVED $655.1 MILLION. THE SCHOOL IS CONSISTENTLY AMONG THE NATION'S TOP RECIPIENTS OF FUNDING FROM NIH. II. RESEARCH WITH MORE THAN $2.1 BILLION IN ANNUAL R&D EXPENDITURES FOR FY 2024, PENN IS ONE OF THE NATION'S TOP RESEARCH UNIVERSITIES, NOT ONLY GENERATING IMPORTANT NEW KNOWLEDGE IN THE FIELDS OF MEDICINE, TECHNOLOGY, BUSINESS, SCIENCE, AND BEYOND, BUT APPLYING THIS KNOWLEDGE TO IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES AT HOME AND AROUND THE WORLD. IN 2023, THE WORLD'S HIGHEST HONOR IN MEDICINE, THE NOBEL PRIZE IN MEDICINE, WAS AWARDED TO PENN FACULTY KATALIN KARIK AND DREW WEISSMAN, WHO IN 2005 PUBLISHED A KEY DISCOVERY THAT UNLOCKED AN UNDERSTANDING OF HOW TO MODIFY MRNA TO MAKE IT AN EFFECTIVE THERAPEUTIC. IN FALL 2024, UNIVERSITY LEADERSHIP DEDICATED AMY GUTMANN HALL AT A RIBBON-CUTTING CEREMONY, USHERING IN A NEW ERA OF COLLABORATION ACROSS ALL 12 SCHOOLS ON DATA SCIENCE AND AI. THE FACILITY FEATURES ADVANCED RESEARCH CENTERS, ACTIVE LEARNING CLASSROOMS, STATE-OF-THE-ART TEACHING LABS, WELCOMING STUDENT COMMONS, A MODERN AUDITORIUM, AND MORE. AMY GUTMANN HALL, SAID INTERIM PRESIDENT J. LARRY JAMESON, "WILL BE A PLACE FOR DISCOVERY AND BREAKTHROUGHS, AND THERE ARE ALREADY SO MANY OF THESE HAPPENING AT PENN." THE CEREMONY COMES ON THE HEELS OF THE LAUNCH OF PENN'S STRATEGIC FRAMEWORK, IN PRINCIPLE AND PRACTICE. THE VISION IDENTIFIES PENN'S FOUR KEY PRINCIPLES AND PRACTICES THAT GUIDE THE UNIVERSITY'S FUTURE COURSE, RANGING FROM AN ACCELERATION OF INTERDISCIPLINARY PURSUITS TO DEEPENING CONNECTIONS WITH NEIGHBORS AND THE WORLD. "THIS STRATEGIC FRAMEWORK WAS THE PRODUCT OF A YEARLONG PROCESS TO ADDRESS HOW PENN'S HISTORY AND PRESENT RESOURCES CAN HELP GUIDE OUR APPROACHES TO BENEFITING THE WORLD," SAID JAMESON IN SEPTEMBER. "THE WORDS REFLECT HOW WE ARE ANCHORED, INTERWOVEN, INVENTIVE, AND ENGAGED, AND THEY CHART A COURSE FOR OUR ACTIONS. WE ARE ON THAT COURSE NOW." IN CONNECTION WITH THE STRATEGIC FRAMEWORK, THE UNIVERSITY CREATED THE BRAND-NEW DRAW DOWN THE LIGHTNING GRANTS, OPEN TO ANY COMBINATION OF CURRENT STUDENTS, POST-DOCTORAL SCHOLARS, STAFF, AND FACULTY, SUPPORTING PROJECTS THAT SPEAK TO ANY COMBINATION OF IN PRINCIPLE AND PRACTICE'S FOUR PRINCIPLES AND FIVE PRACTICES, ENCOURAGING COLLABORATIVE ENDEAVORS. AMONG OTHER RESEARCH INITIATIVES THIS YEAR, THE CENTER FOR MEDIA, TECHNOLOGY, AND DEMOCRACY WAS CREATED AS A MULTIDISCIPLINARY REPOSITORY TO BETTER UNDERSTAND THE WAY MEDIA AND INFORMATION TECHNOLOGY MEDIATE AND INFLUENCE GLOBAL CONVERSATIONS. THE CENTER IS HOUSED IN THE SCHOOL OF ENGINEERING AND APPLIED SCIENCE AND OPERATES AS A PARTNERSHIP WITH THE SCHOOL OF ARTS & SCIENCES, THE WHARTON SCHOOL, PENN CAREY LAW, THE SCHOOL OF SOCIAL POLICY & PRACTICE, AND THE ANNENBERG PUBLIC POLICY CENTER. SUPPORTED BY PHILANTHROPY, THE SCHOOL OF ARTS & SCIENCES WILL ENHANCE GRADUATE EDUCATION IN THE DEPARTMENT OF CHEMISTRY, ESTABLISHING 20 NEW VAGELOS FELLOWS AND AN ENDOWED CHAIR IN CHEMISTRY. THE INVESTMENT INTENDS TO DOUBLE DOWN ON BASIC SCIENCE IN SUPPORT OF TRAINING SCIENTISTS OF THE FUTURE. IN MAY 2024, THE UNIVERSITY ANNOUNCED THE FOURTH COHORT OF PROJECTS FOR PROGRESS RECIPIENTS. THE INITIATIVE PROVIDES FUNDING OF UP TO $100,000 FOR PENN TEAMS PILOTING PRACTICAL PROJECTS THAT ADDRESS SOCIAL JUSTICE ISSUES IN PHILADELPHIA. THE WINNING GROUPS WILL CREATE A WEST PHILADELPHIA-BASED SAFE, CLIMATE-CONTROLLED ENVIRONMENT WITH RESOURCES INCLUDING A FOOD CUPBOARD AND LIVING SUPPLIES PANTRY; A RACIAL LITERACY PROGRAM TO PROTECT YOUTH FROM THE HARM OF HATE; AND A STREET MEDICINE SETTING THAT PROVIDES MEDICAL CARE, FOOD, AND SOCIAL SERVICES FOR PEOPLE EXPERIENCING HOMELESSNESS. FORM 990, PART III, LINE 4A & 4B (CONT.) AND NEW TO FACULTY, IN THE SCHOOL OF NURSING AND THE PERELMAN SCHOOL OF MEDICINE, IS PENN INTEGRATES KNOWLEDGE PROFESSOR DEREK GRIFFITH, WHO IS AN INNOVATOR. GRIFFITH DEVELOPS POLICY STRATEGIES THAT APPLY COMMUNITY-BASED, INDIVIDUALLY TAILORED, AND PRECISION LIFESTYLE INTERVENTIONS. THE PENN INTEGRATES KNOWLEDGE PROGRAM IS A UNIVERSITY-WIDE INITIATIVE TO RECRUIT EXCEPTIONAL FACULTY MEMBERS WHOSE RESEARCH AND TEACHING EXEMPLIFY THE INTEGRATION OF KNOWLEDGE ACROSS DISCIPLINES AND WHO ARE APPOINTED IN AT LEAST TWO SCHOOLS AT PENN. ONE MEASURE OF EXCELLENCE FOR THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE NUMEROUS PRESTIGIOUS AWARDS THAT HAVE BEEN CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITI, INCLUDES 111 MEMBERS OF THE AMERICAN ACADEMY OF ARTS AND SCIENCES, 129 MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE, 55 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 37 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 185 GUGGENHEIM FELLOWS, AND 16 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. THE FACULTY HAS BEEN HOME TO NINE MACARTHUR AWARD RECIPIENTS, ONE NATIONAL MEDAL OF SCIENCE RECIPIENT, TWO NOBEL PRIZE RECIPIENTS, AND THREE PULITZER PRIZE RECIPIENTS. PENN'S RENOWNED RESEARCH COMMUNITY COMPRISES 221 RESEARCH CENTERS AND INSTITUTES, 5,565 FACULTY, MORE THAN 1,405 POSTDOCTORAL FELLOWS, 6,408 ACADEMIC SUPPORT STAFF AND GRADUATE STUDENT TRAINEES, AND A RESEARCH BUDGET OF $1.35 BILLION. RESEARCH GRANTS WON BY PENN FACULTY MAKE IT ONE OF THE HIGHEST RANKED RESEARCH UNIVERSITIES IN THE COUNTRY. III. PUBLIC SERVICE MISSION COMMUNITY INFRASTRUCTURE SINCE ESTABLISHING ITS HOME IN WEST PHILADELPHIA IN 1872 WITH THE OPENING OF COLLEGE HALL, PENN HAS PRIORITIZED SERVING THE COMMUNITY AND FOSTERING A VIBRANT ENVIRONMENT FOR RESIDENTS AND WORKERS ALIKE. IN 2024, THE UNIVERSITY MARKED 18 YEARS OF PROGRESS AND SUCCESS WITH ITS LAND USE AND CAMPUS DEVELOPMENT STRATEGY, PENN CONNECTS, WHICH HAS EVOLVED THROUGH THREE DISTINCT PHASES. THESE PLANS HAVE PLAYED A PIVOTAL ROLE IN CREATING A DYNAMIC AND SUSTAINABLE URBAN CAMPUS THAT IS UNIQUELY "PHILADELPHIAN." -HTTP://WWW.PENNCONNECTS.UPENN.EDU/ URBAN REDEVELOPMENT SINCE 2006, PENN HAS ADDED 30 ACRES OF NEW AND RENOVATED OPEN SPACE, 8,000 NEW AND RENOVATED STUDENT BEDS, 8.8 MILLION SQUARE FEET OF NEW CONSTRUCTION, AND 3.6 MILLION SQUARE FEET OF RENOVATION, REPRESENTING A TOTAL COMMITMENT OF PUBLIC AND PRIVATE INVESTMENT OF $7 BILLION TO ITS WEST PHILADELPHIA CAMPUS ($3.1 BILLION PENN, $2.7 BILLION PENN MEDICINE, $1.2 BILLION THIRD-PARTY DEVELOPMENT). CONSTRUCTION PENN'S DIVISION OF FACILITIES AND REAL ESTATE SERVICES DIRECTS PENN'S CAPITAL PROJECTS, WHICH INCLUDED ANNUAL SPEND OF $1.0 BILLION ON AVERAGE FROM FY 2020 THROUGH FY 2024 FOR BOTH THE UNIVERSITY AND HEALTH SYSTEM. PENN ENCOURAGES LOCAL ECONOMIC OPPORTUNITY ON ALL CONSTRUCTION BY INCREASING OPPORTUNITIES FOR LOCAL RESIDENTS AND BUSINESSES TO PARTICIPATE IN ITS MAJOR CAPITAL PROJECTS. -HTTPS://WWW.FACILITIES.UPENN.EDU/ THE EASTERN SIDE OF UNIVERSITY CITY, ONCE DOMINATED BY THE 24-ACRE UNITED STATES POST OFFICE'S SOUTHEASTERN PENNSYLVANIA HEADQUARTERS WAS PURCHASED BY PENN AND REDEVELOPED. THIS LAND CONNECTS UNIVERSITY CITY TO PHILADELPHIA'S CENTER CITY (CENTRAL BUSINESS DISTRICT) AND ITS TRANSPORTATION HUB AT 30TH AND MARKET STREETS (AMTRAK'S STATION, SEPTA'S COMBINATION OF PUBLIC RAIL AND BUS TRANSIT, AND INTERSTATE 76). THE ELEMENTS OF THE REDEVELOPMENT PLAN INCLUDED REPLACING THE POST OFFICE'S SURFACE PARKING LOT WITH THE UNIVERSITY'S 14-ACRE PENN PARK, WHICH OPENED IN THE FALL OF 2011. IT SERVES THE CAMPUS AND COMMUNITY AS OPEN SPACE AND A MIX OF ATHLETIC FACILITIES THAT INTRODUCED BOTH A NEW GATEWAY TO UNIVERSITY CITY AND A NEW GREENWAY WITH ENVIRONMENTAL BENEFITS; IT HAS ADDED MORE THAN 500 NEW INDIGENOUS TREES AND PLANT LIFE AND CAPTURES AND REUSES STORM WATER TO MITIGATE RUNOFF INTO THE SCHUYLKILL RIVER. NORTH OF PENN PARK IS CIRA CENTRE SOUTH, DEVELOPED BY BRANDYWINE REALTY TRUST ON WHAT WAS ONCE THE POST OFFICE'S TRUCK TERMINAL ANNEX. THE UNIVERSITY LEASED THE LAND TO THIS PRIVATE DEVELOPER WHICH BUILT A THREE-STRUCTURE COMPLEX INCLUDING: EVO, AN 850-BED GRADUATE STUDENT AND YOUNG PROFESSIONAL APARTMENT BUILDING; CIRA GREEN, A MIXED-USE BUILDING INCLUDING A 1,662 SPACE PARKING GARAGE, 9,000 SQUARE FEET OF STREET LEVEL RETAIL BUSINESSES, AND A ONE-ACRE ROOFTOP GREEN AND OPEN SPACE; AND FMC TOWER, A 49-STORY, 730-FOOT SKYSCRAPER AND GLOBAL HEADQUARTERS OF THE SPECIALTY CHEMICAL COMPANY, FMC CORPORATION. THE UNIVERSITY IS LEASING BACK FROM BRANDYWINE 125,000 SQUARE FEET FOR PENN ADMINISTRATIVE OFFICES. THE TOWER'S UPPER-MOST FLOORS CONTAIN 260 LUXURY HOTEL SUITES, AND A CONFERENCE CENTER TARGETED AT PROFESSIONALS AND OPERATED BY A THIRD-PARTY HOUSING SPECIALIST. THE STREET LEVEL LOBBY HOSTS A RESTAURANT. PENNOVATION LESS THAN ONE MILE SOUTH OF PENN'S CAMPUS, ACROSS THE SCHUYLKILL RIVER, IS THE 23-ACRE BUSINESS INCUBATOR AND RESEARCH LAB NAMED PENNOVATION WORKS. OPENED IN 2016, IT PROVIDES LAB SPACE FOR PENN INNOVATORS AND RESEARCHERS AND IS A HUB FOR MULTIDISCIPLINARY COLLABORATION. THESE RESEARCHERS AND ENTREPRENEURS WORK WITH INDUSTRY PARTNERS TO SOLVE REAL WORLD PROBLEMS AND TRANSLATE DISCOVERIES INTO VIABLE VENTURES. BY GROUPING FACILITIES FOR INNOVATION AND TECHNOLOGICAL DEVELOPMENT, PENN BUILT A MULTIFACETED WORKSHOP FOR HARNESSING AND COMMERCIALIZING THE TREMENDOUS CREATIVE RESEARCH POTENTIAL IN THE REGION. THE PRECINCT INCLUDES MULTIPLE STRUCTURES INCLUDING THE PENNOVATION CENTER, OFFICE BUILDING, AND LABS FORMING A COMMUNITY OF OVER 70 COMPANIES AND HUNDREDS OF EMPLOYEES. -HTTPS://WWW.PENNOVATION.UPENN.EDU PAVILLION ON THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S (UPHS) CAMPUS, THERE IS THE PAVILION - A 1.5 MILLION SQUARE FOOT BUILDING HOUSING 500 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. THIS 17-STORY FACILITY IS LOCATED ACROSS THE STREET FROM THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA AND ADJACENT TO THE PERELMAN CENTER FOR ADVANCED MEDICINE, WHICH OPENED IN 2008, REPLACING WHAT WAS ONCE THE PHILADELPHIA CIVIC CENTER. THIS STATE-OF-THE-ART BUILDING INCLUDES ADAPTABLE PATIENT ROOMS THAT CAN FLEX BETWEEN INTENSIVE CARE AND A STANDARD ROOM AS PATIENTS RECOVER. THE PAVILION ALSO INCLUDES ENHANCED TECHNOLOGY AND RESEARCH THAT WILL FACILITATE AND IMPROVE CARE TEAM COLLABORATION. ADDITIONALLY, THE BUILDING EMBODIES PENN'S COMMITMENT TO THE ENVIRONMENT. THE PAVILION WAS DESIGNED TO BE ECO-FRIENDLY AND CONSTRUCTED WITH INNOVATIONS LIKE THE RE-USE OF WATER, 100 PERCENT OUTSIDE AIR, AND PARK-LIKE, OUTDOOR GREEN SPACE FOR PATIENTS, FAMILIES, AND STAFF. THE STATE-OF-THE-ART PAVILION BETTER ENABLES UPHS TO CONTINUE ITS LONG-STANDING TRADITION OF PROVIDING HIGH QUALITY HEALTH CARE TO ITS COMMUNITY. -HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PENN-MEDICINE-LOCA TIONS/HOSPITAL-OF-THE-UNIVERSITY-OF-PENNSYLVANIA/NEW-HOSPITAL-PAVILION ECONOMIC IMPACT (PENN & PHILLY) IN 2024, PENN LAUNCHED PENN & PHILLY, A STORYTELLING INITIATIVE THAT CATALOGUES AND COMMUNICATES THE ARRAY OF COMMUNITY PARTNERSHIPS GENERATING SOCIAL AND ECONOMIC IMPACT IN WEST PHILADELPHIA AND ACROSS THE CITY. THIS INITIATIVE IS AN EXAMPLE OF PENN'S ROLE AS AN "ANCHORED UNIVERSITY" THAT AIMS TO ACT AS "AN EXCELLENT PHILADELPHIA NEIGHBOR AND GLOBAL CITIZEN." -https://in-principle-and-practice.upenn.edu/iPaP.pdf IT HIGHLIGHTS SIX AREAS OF FOCUS: 1. PUBLIC EDUCATION; 2. ARTS, CULTURE, AND RECREATION; 3. HEALTHY COMMUNITIES; 4. KNOWLEDGE IN ACTION; 5. ECONOMIC OPPORTUNITIES; AND 6. TOMORROW'S INDUSTRIES. FOLDED WITHIN PENN & PHILLY ARE THE LATEST ECONOMIC IMPACT RESULTS (AS OF FY 2024). CONSIDERING BOTH THE UNIVERSITY AND HEALTH SYSTEM, PENN GENERATED $25.2 BILLION IN TOTAL OUTPUT WITHIN PHILADELPHIA, SUPPORTING 106,600 DIRECT, INDIRECT, AND INDUCED JOBS WITH $11.2 BILLION IN EMPLOYEE COMPENSATION. PENN ALSO GENERATED $30.4 BILLION IN TOTAL OUTPUT WITHIN PENNSYLVANIA, SUPPORTING 155,000 DIRECT, INDIRECT, AND INDUCED JOBS WITH $15 BILLION IN EMPLOYEE COMPENSATION; AND $37.7 BILLION IN TOTAL OUTPUT WITHIN THE PENN REGION, SUPPORTING 161,600 DIRECT, INDIRECT, AND INDUCED JOBS WITH $15.8 BILLION IN EMPLOYEE COMPENSATION. PENN ACCOUNTS FOR 1 IN EVERY 7 JOBS IN PHILADELPHIA AND GENERATES APPROXIMATELY $1 OUT OF EVERY $8 IN LOCAL TAX REVENUE COLLECTED BY THE CITY OF PHILADELPHIA. -HTTPS://PENNANDPHILLY.UPENN.EDU/ FORM 990, PART III, LINE 4A & 4B (CONT.) PUBLIC EDUCATION FINANCIAL SUPPORT IN FY 2021, PENN ANNOUNCED THE LARGEST VOLUNTARY CONTRIBUTION TO THE SCHOOL DISTRICT OF PHILADELPHIA IN CITY HISTORY: $100 MILLION OVER A PERIOD OF TEN YEARS. PENN'S FINANCIAL SUPPORT IS HELPING REMEDIATE ENVIRONMENTAL HAZARDS, INCLUDING ASBESTOS AND LEAD, IN PUBLIC SCHOOL BUILDINGS. THIS FUNDING IS ENABLING THE SCHOOL DISTRICT TO ACCELERATE AND EXPAND THEIR RESPONSE TO ENVIRONMENTAL CONCERNS IN FACILITIES OWNED BY THE SCHOOL DISTRICT ACROSS THE CITY. 296 BUILDINGS ARE NOW PART OF A STRENGTHENED ASBESTOS MANAGEMENT PROGRAM; INCLUDING PENN'S SUPPORT, THE DISTRICT ALLOCATED $55 MILLION TO ENVIRONMENTAL EFFORTS IN FY 2024, WITH $61 MILLION BUDGETED FOR FY 2025. PENN ALSO MAINTAINS HISTORIC TIES TO LOCAL ELEMENTARY SCHOOLS IN WEST PHILADELPHIA; BOTH THE TANNER MOSSEL ALEXANDER AND HENRY LEA SCHOOLS HAVE RECEIVED ANNUAL CONTRIBUTIONS/IN-KIND SUPPORT OF APPROXIMATELY $1 MILLION TO SUPPORT THEIR STUDENTS. ECONOMIC OPPORTUNITY LOCAL ENGAGEMENT IS A BEDROCK COMPONENT OF PENN'S DEDICATION TO PHILADELPHIA. ONE EXPRESSION OF THAT ENGAGEMENT INCLUDES PENN'S LOCAL ECONOMIC OPPORTUNITY INITIATIVES: THE UNIVERSITY PARTNERING WITH BOTH INDIVIDUALS AND BUSINESSES TO PROVIDE NECESSARY SERVICES AND PRODUCTS. WORK FORCE PENN'S DIVISION OF HUMAN RESOURCES ENCOURAGES THE RECRUITMENT, RETENTION, AND DEVELOPMENT OF A COMMITTED WORKFORCE WITH A WIDE RANGE OF BACKGROUNDS, EXPERIENCES AND PERSPECTIVES. -HTTPS://WWW.HR.UPENN.EDU/ SUPPLIER ECONOMIC OPPORTUNITY SINCE 1986, PENN SUPPORTS LOCAL ECONOMIC OPPORTUNITY BY LEVERAGING THE UNIVERSITY'S PURCHASING POWER TO PARTNER WITH A RANGE OF PHILADELPHIA BUSINESSES. IN 2021, PENN RELAUNCHED THIS INITIATIVE UNDER THE NAME FUELING BUSINESS GROWTH WITH THE GOAL OF INCREASING ACCESS FOR MORE BUSINESSES AND GENERATING MORE LOCAL ECONOMIC DEVELOPMENT. OVER 500 ATTENDEES PARTICIPATED IN THE 2024 SUPPLIER FORUM AND EXPO ENGAGING WITH 30 EXHIBITORS AND 17 CONSTRUCTION BUSINESSES. PENN'S STRATEGIC APPROACH TO LOCAL, ECONOMIC, AND COMMUNITY DEVELOPMENT INCLUDES FUELING BUSINESS GROWTH. INFORMATION TECHNOLOGY: NEW FOR FY 2024: THROUGH A DECADE OF IT MODERNIZATION SUPPORTED BY PENN LEADERSHIP, ISC HAS PLAYED A CRITICAL ROLE IN SUPPORTING PENN'S TACTICAL AND STRATEGIC PRIORITIES. INVESTMENTS IN A PORTFOLIO OF TECHNOLOGY RANGING FROM STUDENT SYSTEMS TO HUMAN CAPITAL MANAGEMENT HAVE TRANSFORMED HOW STUDENTS, FACULTY, STAFF, RESEARCHERS, AND ALUMNI LEARN, WORK, AND INTERACT WITH PENN. ISC IS ONCE AGAIN LOOKING TO THE FUTURE. WE BELIEVE WE ARE AT THE CUSP OF ANOTHER TECHNOLOGICAL REVOLUTION, LIKE WHEN THE INTERNET AND PERSONAL COMPUTER EMERGED. TO ENSURE PENN'S PREPAREDNESS, ISC HAS UPDATED THE PENN IT STRATEGIC PLAN. RELYING ON A BROAD AND DIVERSE SET OF CAMPUS STAKEHOLDERS AND SUBJECT MATTER EXPERTS, SEVERAL KEY TECHNOLOGY THEMES FOR THE NEXT 3-5 YEARS HAVE BEEN IDENTIFIED, INCLUDING: THE STUDENT EXPERIENCE, INSTRUCTIONAL TECHNOLOGY, DATA AND ARTIFICIAL INTELLIGENCE (AI), AND RESEARCH COMPUTING. SECURITY IS A FOUNDATIONAL STRATEGIC THEME AND CONTINUES TO BE A PRIORITY FOR ISC. THE PENN SECUREIT PROGRAM AIMS TO INCREASE THE MATURITY OF THE UNIVERSITY'S CYBER SECURITY PROGRAM. THE PROGRAM WILL STREAMLINE OPERATIONS BY CONDENSING THE VOLUME OF VENDOR RELATIONSHIPS AND STREAMLINING PROCESSES TO IMPROVE OVERALL EFFICIENCY. ISC IS ALSO FOCUSED ON A NUMBER OF CRITICAL PROJECTS AND PROGRAMS, INCLUDING IDENTITY & ACCESS MANAGEMENT, SNOWFLAKE DATA WAREHOUSE, AND PENNNET ENHANCEMENTS. FORM 990, PART III, LINE 4A & 4B (CONT.) SPECIFIC FY 2024 SERVICE METRICS INCLUDE: 49,000 CLIENT SUPPORT TICKETS HANDLED BY ISC'S CLIENT CARE AND HIREIT TEAMS; ~5M PARTICIPANTS IN ZOOM AND TEAMS MEETINGS; DATA CENTER & PENNNET MAINTAINED 100% AND 99.98% AVAILABILITY; 125,000+ DEVICES CONNECTED TO PENNNET; CAMPUS FIREWALL BLOCKS 4.1B ATTACKS PER MONTH. FY 2023: FOR THREE YEARS, ISC HAS PLAYED A CRITICAL ROLE IN SUPPORTING PENN'S TACTICAL AND STRATEGIC RESPONSE TO THE COVID PANDEMIC. DURING THAT TIME, WE CONTINUED TO DELIVER ON THE LONGER-TERM EFFORT TO MODERNIZE PENN'S DIGITAL INFRASTRUCTURE, COMMUNITY, AND GOVERNANCE WITH MORE SUSTAINABLE SOLUTIONS. ISC'S SUCCESS IS AS MUCH A STORY OF CONSISTENCY - IN OPERATIONAL EXCELLENCE, EFFECTIVE STEWARDSHIP, PRINCIPLES, AND VALUES - AS IT IS ABOUT ANTICIPATING THE FUTURE AND EMBRACING CHANGE. TODAY, ISC IS WORKING WITH CAMPUS PARTNERS AND ALIGNING WITH PENN'S STRATEGIC FRAMEWORK ON A NEW PENN IT STRATEGIC PLAN. THEMES INCLUDE STUDENT EXPERIENCE, ACADEMIC TECHNOLOGY, DATA AND AI, AND RESEARCH COMPUTING. ISC IS ALSO FOCUSED ON A NUMBER OF CRITICAL PROJECTS AND PROGRAMS, INCLUDING THE EVP IT SECURITY ASSESSMENT, IDENTITY & ACCESS MANAGEMENT, SNOWFLAKE DATA WAREHOUSE, INTELLIGENT AUTOMATION, AND PENNNET ENHANCEMENTS. SPECIFIC FY 2023 SERVICE METRICS INCLUDE: 49,000 CLIENT SUPPORT TICKETS HANDLED BY ISC'S CLIENT CARE AND HIREIT TEAMS; ~15,000 PENNNET PHONE #'S SUCCESSFULLY MIGRATED TO THE VONAGE CLOUD; 5M PARTICIPANTS IN ZOOM AND TEAMS MEETINGS; DATA CENTER & PENNNET MAINTAINED 100% AND 99% AVAILABILITY; AND TWO-STEP VERIFICATION INSTALLED ON 15K+ PENN O365 ACCOUNTS. PHYSICAL ENVIRONMENT: ACHIEVEMENTS: A STORMWATER WORKING GROUP WAS FORMED TO ASSESS PENN'S STORMWATER MANAGEMENT AND DEVELOP RECOMMENDATIONS FOR IMPROVING STORMWATER MANAGEMENT AT PENN. COMPLETED RECOMMENDATIONS INCLUDE A COMPREHENSIVE MAINTENANCE AND TRACKING PROCESS FOR STORMWATER ASSETS AND DEVELOPING A PUBLICLY AVAILABLE MAP OF CAMPUS STORMWATER PROJECTS. TO DATE, THERE ARE 51 LEED PROJECTS AT PENN, WITH SEVEN UNDER CONSTRUCTION AND FOUR IN DESIGN IN FY 2024. A STUDENT ECO-REP GROUP WORKING WITH FACILITIES & REAL ESTATE SERVICES AND PENN MEDICINE DESIGNED OUTREACH PROGRAMS TO PROMOTE BIRD-FRIENDLY PRACTICES ON PENN'S CAMPUS. GOALS: UPDATE CAMPUS DESIGN AND MANAGEMENT STANDARDS AND INTEGRATE OCCUPANT HEALTH AND WELLNESS INTO PENN'S BUILDING STANDARDS; IMPROVE PENN'S LANDSCAPE ECOLOGY PRACTICES AS WELL AS WATER USE AND MANAGEMENT ON CAMPUS; AND IMPROVE EDUCATION AROUND PENN'S PLANNING AND PREPAREDNESS, RESILIENCY, AND ADAPTATION. WASTE MINIMIZATION AND RECYCLING: ACHIEVEMENTS: INCREASING MATERIAL DIVERSION AND REDUCING THE WASTE SENT TO LANDFILL AND WASTE-TO-ENERGY INCINERATORS CONTINUE TO BE PRIORITIES FOR PENN. TOGETHER WITH OUR WASTE VENDOR, PENN HAS REDUCED SOLID WASTE BY 29% PERCENT IN FY 2024, UP FROM 24% IN FY 2020. GOALS: INCREASE PENN'S OVERALL WASTE DIVERSION, MINIMIZE WASTE SENT TO LANDFILL, AND SUPPORT REGIONAL WASTE GOALS. TRANSPORTATION: ACHIEVEMENTS: - THE UNIVERSITY OF PENNSYLVANIA HAS LONG BEEN A LEADER IN FRIENDLY COMMUTING. ACCORDING TO A SURVEY CONDUCTED BY PENN PRAXIS THAT CAPTURED RESPONSES FROM OVER 4,000 PENN STAFF AND FACULTY, THE PENN COMMUNITY COMMUTES ON TRANSIT SEVEN TIMES THE AVERAGE PHILADELPHIA COMMUTER, BIKES THREE TIMES THE AVERAGE, AND WALKS ALMOST TEN TIMES THE AVERAGE. - THE UNIVERSITY CONTINUES TO WORK WITH INDEGO BIKE SHARE AND ENJOYS A TOTAL OF SIX BIKE SHARE STATIONS ON CAMPUS. DURING FY 2024, 112,148 INDEGO TRIPS STARTED AND ENDED AT SIX LOCATIONS ON OR AROUND CAMPUS, REPRESENTING APPROXIMATELY 10% OF ALL SYSTEM TRIPS - PENN SUPPORTS 12 EV CHARGING STATIONS AT THREE CAMPUS LOCATIONS. - PENN CURRENTLY HAS 40 ELECTRIC VEHICLES, THREE GASOLINE-ELECTRIC HYBRID VEHICLES, AND NINE VEHICLES FUELED BY BIODIESEL BLEND FUEL. - THE UNIVERSITY CONTINUES TO SUPPORT MASS TRANSIT SUBSCRIBERS PURCHASING MONTHLY TRANSIT PASSES VIA A DISCOUNT PROGRAM EXECUTED IN CONJUNCTION WITH SEPTA, PATCO, NJ TRANSIT, AND AMTRAK. PENN PARKING & COMMUTER SERVICES RECENTLY ANNOUNCED AT AN INCREASED COMMUTER BENEFIT DISCOUNT TO 50% (MAXIMUM DISCOUNT OF $105 PER MONTH) ON PHILADELPHIA REGIONAL TRANSIT PASSES FOR FULL-TIME, BENEFITS-ELIGIBLE FACULTY, STAFF, AND POSTDOCTORAL RESEARCHERS AND FELLOWS WHO USE PUBLIC TRANSPORTATION FOR THEIR COMMUTE TO CAMPUS. THIS DISCOUNT IS AVAILABLE FOR TRANSPORTATION OPTIONS INCLUDING: - SEPTA MONTHLY CITY TRANSPASS+ AND MONTHLY REGIONAL TRAIL PASS (DOES NOT INCLUDE SEPTA KEY'S TRAVEL WALLET) - PATCO FREEDOM CARD-T - NEW JERSEY TRANSIT - AMTRAK MONTHLY PASS - THE UNIVERSITY'S VANPOOL/CARPOOL PROGRAMS OFFER NO-COST/LOW-COST PREFERRED PARKING WHILE ALSO ALLOWING PRE-TAX PAYROLL DEDUCTION PERMIT PAYMENTS. - PREFERRED PARKING IS DESIGNATED IN UNIVERSITY GARAGES FOR ELECTRIC AND HYBRID VEHICLES. - THE LEAGUE OF AMERICAN BICYCLISTS' AWARDED PENN "SILVER" RECOGNITION AS A BICYCLE FRIENDLY UNIVERSITY. -https://almanac.upenn.edu/volume-69-number-37/#penn-to-increase-the-disco unt-for-faculty-and-staff-commuter-program OUTREACH AND ENGAGEMENT: PENN AGAIN COLLABORATED WITH PHILADELPHIA PARKS & RECREATION'S TREEPHILLY PROGRAM FOR THE SPRING CREATING CANOPY EVENT, DISTRIBUTING 150 TREES TO STAFF AND FACULTY. FIFTEEN DIFFERENT TREE TYPES WERE GIVEN AWAY, INCLUDING FRUIT TREES SUCH AS APPLE, FIG, AND HACKBERRY, AND LARGER SPECIES LIKE WHITE OAKS AND PRINCETON ELM. GOALS: EXPAND AND STRENGTHEN EXISTING OUTREACH PROGRAMS AND ENGAGE PENN'S LEADERSHIP TO SERVE AS CHANGE AGENTS. PROCUREMENT: THE UNIVERSITY ENCOURAGES ITS STUDENTS, FACULTY, STAFF, AND ALUMNI TO PARTICIPATE IN THE EXTENSIVE OUTREACH THAT SUPPORTS PHILADELPHIANS, WITH AN EMPHASIS ON THE LOCAL COMMUNITY SURROUNDING PENN, TO LEAD HEALTHY, GAINFUL LIVES. FORM 990, PART III, LINE 4A & 4B (CONT.) EACH YEAR, PENN PARTICIPATES IN SEVERAL JOB FAIRS AND OUTREACH PROGRAMS TO CREATE AWARENESS OF CAREER OPPORTUNITIES FOR ALL POPULATIONS. THE DIVISION OF HUMAN RESOURCES, RECRUITMENT SERVICES & TALENT ACQUISITION TEAM COORDINATED EFFORTS WITH OUR TEMPORARY STAFFING PROVIDER, APPLE ONE, TO ENSURE THAT WE ATTEND A WIDE RANGE OF JOB FAIRS AND COMMUNITY ACTIVITIES. THROUGH APPLEONE, PENN CONTINUED TO WORK WITH THE SURROUNDING COMMUNITY PROVIDING TRAINING ON THE USE OF VIDEO AND WEB CONFERENCING/INTERVIEWING. THIS INCLUDED MOCK VIRTUAL INTERVIEWING SESSIONS. SHARING INTERVIEWING TECHNIQUES HAS CONTRIBUTED TO THE EMPLOYMENT OF LOCAL RESIDENTS IN POSITIONS THROUGHOUT THE UNIVERSITY. PENN RECRUITMENT SERVICES TAKES PART IN MONTHLY FIRST THURSDAY COMMUNITY MEETINGS FOR WEST AND SOUTHWEST PHILADELPHIA RESIDENTS. FOLLOWING UP ON REQUESTS AND DESIRES FROM THE SURROUNDING COMMUNITY, JOB READINESS TRAINING, MOCK INTERVIEWS, AND ONE-ON-ONE COACHING ARE PROVIDED TO LOCAL RESIDENTS THROUGH OUR THIRD-PARTY VENDOR APPLEONE. WE CONTINUE TO PARTICIPATE IN JOB FAIRS BOTH VIRTUALLY AND ONSITE. DURING FISCAL YEAR 2024, WE PARTICIPATED IN AN INCREASING NUMBER OF JOB FAIRS, SUCH AS THE PHILADELPHIA JOB FAIR, COMMUNITY COLLEGE OF PHILADELPHIA JOB FAIR, TECHNICALLY PHILLY SIGNATURE EVENT JOB FAIR, TEMPLE UNIVERSITY COMMUNITY JOB FAIR, ENTERPRISE CENTER AND ACHIEVABILITY, AND THE 2024 ANNUAL NATIONAL HBCU WEEK CONFERENCE CAREER AND RECRUITMENT FAIR. WE ALSO PARTICIPATE IN THE MONTHLY MEETING HOSTED BY FAMILIES FORWARD PHILADELPHIA. PENN PARTICIPATED IN THE SUMMER 2024 INITIATIVE WITH THE UNIVERSITY'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS AIMED AT PREPARING STUDENTS FROM A LOCAL HIGH SCHOOL TO APPLY FOR JOBS AS PART OF A COMMUNITY ENGAGEMENT EFFORT. -https://www.nettercenter.upenn.edu/ THE UNIVERSITY OF PENNSYLVANIA WILL HOST ITS 3RD ANNUAL JOB AND CAREER FAIR, FOCUSED ON RECRUITING EXCEPTIONAL CANDIDATES TO MID-LEVEL POSITIONS WITHIN BOTH THE UNIVERSITY AND THE UNIVERSITY HEALTH SYSTEM. THIS EVENT WILL PROVIDE OPPORTUNITIES FOR CANDIDATES SEEKING ROLES RANGING FROM ENTRY-LEVEL TO MID-LEVEL POSITIONS. IN FY 2024, PENN'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS OFFERED 82 ACADEMICALLY BASED COMMUNITY SERVICE COURSES, ENGAGING APPROXIMATELY 1,900 PENN GRADUATE AND UNDERGRADUATE STUDENTS IN COLLABORATIVE REAL-WORLD PROBLEM-SOLVING OPPORTUNITIES WITH LOCAL COMMUNITY PARTNERS. THESE COURSES WERE TAUGHT ACROSS 11 OF PENN'S 12 SCHOOLS. THE NETTER CENTER ALSO SUPPORTED 427 PENN STUDENTS TO WORK WITH THE COMMUNITY THROUGH WORK-STUDY POSITIONS AND INTERNSHIPS, AS WELL AS OVER 400 REGULAR VOLUNTEERS. -https://www.nettercenter.upenn.edu/ -https://www.nettercenter.upenn.edu/what-we-do/courses THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOL (UACS) PROGRAMS IN FY 2024 FOCUSED ON SEVEN PUBLIC SCHOOLS IN WEST PHILADELPHIA, SERVING APPROXIMATELY 3,400 K-12 STUDENTS AND THEIR FAMILIES THROUGH COMPREHENSIVE SCHOOL-DAY PARTNERSHIPS, AFTER-SCHOOL AND SUMMER PROGRAMMING, AND EVENING PROGRAMS. UACS NIGHTS OFFER FREE ACADEMIC, CULTURAL, AND RECREATIONAL ACTIVITIES ON TUESDAY AND THURSDAY EVENINGS FOR COMMUNITY ADULTS. THE NETTER CENTER ENGAGES FACULTY, STAFF, AND STUDENTS FROM ALL 12 OF PENN'S SCHOOLS IN UACS ACTIVITIES. THESE PARTNERSHIPS HAVE BEEN CREDITED WITH VISIBLE IMPROVEMENTS IN ACADEMIC PERFORMANCE, ATTENDANCE, AND STUDENT AND PARENTAL INVOLVEMENT (E.G., SEE: HTTPS://PENNTODAY.UPENN.EDU/NEWS/PENN-NETTER-CENTER-SCIENCE-AND-SERVICE). IN FY 2024, NETTER'S SUMMER UACS PROGRAMS ENGAGED: 386 STUDENTS IN GRADES KINDERGARTEN THROUGH 8TH ENROLLED IN THE SUMMER ENRICHMENT PROGRAMMING; 65 MIDDLE-SCHOOL STUDENTS ENROLLED IN CAREER EXPOSURE PROGRAMMING; 205 HIGH SCHOOL STUDENTS ENROLLED IN PAID WORK-READY INTERNSHIPS; AND APPROXIMATELY 80 PENN STUDENTS WHO SUPPORTED THE SUMMER UACS PROGRAMS, THROUGH VOLUNTEER AND PAID POSITIONS INCLUDING WORK-STUDY. -https://www.nettercenter.upenn.edu/what-we-do/university-assisted-communi ty-schools -https://penntoday.upenn.edu/news/by-the-numbers-university-assisted-commu nity-schools-summer-enrichment-program THE NETTER CENTER COLLABORATED WITH CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP) AND ITS HEALTHIER TOGETHER INITIATIVE TO IMPLEMENT A PLACE-BASED COMPREHENSIVE APPROACH TO SOCIAL, EMOTIONAL AND MENTAL WELLNESS FOR ALL STUDENTS, CAREGIVERS, AND STAFF AT FIVE UACS IN FY 2024: COMEGYS, HAMILTON, AND LEA K-8 SCHOOLS AND SAYRE AND WEST PHILADELPHIA HIGH SCHOOLS. PENN STUDENTS IN MASTERS OF PUBLIC HEALTH, SCHOOL & MENTAL HEALTH COUNSELING, AND MASTERS OF SOCIAL WORK PROGRAMS ARE INVOLVED, AS IS CHOP'S CENTER FOR VIOLENCE PREVENTION, CHOP'S DEPARTMENT OF CHILD AND ADOLESCENT PSYCHIATRY AND BEHAVIORAL SCIENCES, AND THE UPLIFT CENTER FOR GRIEVING CHILDREN. AT WEST PHILADELPHIA HIGH, NETTER AND PENN FAMILY MEDICINE ALSO PARTNERED TO PROVIDE A SCHOOL-BASED HEALTH CLINIC THAT INCLUDES VACCINATIONS AND PHYSICALS FOR STUDENTS. IN FY 2024, NETTER HIRED ITS FIRST UACS DIRECTOR OF STUDENT ENGAGEMENT AND COMMUNITY BUILDING TO WORK WITH PARTNERS TO EXPAND NETTER'S YOUTH-DRIVEN ANTI-VIOLENCE INITIATIVES AND CREATE CULTURES OF PEACE WITHIN UACS. KEY PARTNERS INCLUDE THE ANTI-VIOLENCE PARTNERSHIP OF PHILADELPHIA AND PENN NURSING FOR BYSTANDER INTERVENTION TRAINING FOR HIGH SCHOOL STUDENTS. NETTER STAFF ALSO EDUCATED SCHOOL-BASED STAFF AND TEENS IN TEEN MENTAL HEALTH FIRST AID. -https://www.nettercenter.upenn.edu/what-we-do/university-assisted-communi ty-schools/uacs-public-health-initiatives/uacs-school YOUNG QUAKERS COMMUNITY ATHLETICS (YQCA), A COLLABORATION BETWEEN THE NETTER CENTER AND PENN ATHLETICS, CREATES MUTUALLY BENEFICIAL PARTNERSHIPS BETWEEN PENN INTERCOLLEGIATE ATHLETIC TEAMS AND WEST PHILADELPHIA STUDENTS IN GRADES K-8 FROM UNIVERSITY-ASSISTED COMMUNITY SCHOOLS. THE PROGRAM INCLUDES ON-FIELD AND OFF-FIELD SKILLS AND MENTORING, AS WELL AS REGIONAL COMPETITIONS, WITH ACTIVITIES HELD BOTH AT THE PUBLIC SCHOOLS AND AT PENN'S WORLD-CLASS ATHLETIC FACILITIES. IN FY 2024, YQCA WORKED WITH ALL STUDENTS ENROLLED IN NETTER'S AFTER SCHOOL PROGRAMS AT COMEGYS, LEA, AND HAMILTON ELEMENTARY SCHOOLS; 111 OF THE K-8 STUDENTS TRAVELED REGULARLY TO PENN'S CAMPUS; 66 PENN ATHLETES PARTICIPATED FROM PENN TRACK & FIELD, MEN'S AND WOMEN'S LACROSSE, AND MEN'S AND WOMEN'S BASKETBALL. ALSO HOUSED IN NETTER, PENN VIPS (VOLUNTEERS IN PUBLIC SERVICE) ENGAGES STAFF, FACULTY, AND ALUMNI VOLUNTEERS. IN FY 2024, PENN VIPS AWARDED SEVEN NON-TUITION COLLEGE SCHOLARSHIPS TO WEST PHILADELPHIA STUDENTS; SUPPORTED OVER 45 PENN DEPARTMENTS IN PROVIDING HOLIDAY GIFTS (CLOTHING, TOYS, HOUSEHOLD SUPPLIES, TECHNOLOGY) TO 50 DESERVING FAMILIES THROUGH REFERRAL BY LOCAL COMMUNITY AGENCIES; COLLECTED AN ADDITIONAL 1,000 GIFTS AND TOYS, 100 NEW WINTER COATS, 50 PAIRS OF SNEAKERS, AND 600 NON-PERISHABLE FOOD ITEMS FOR DONATION DURING THE HOLIDAYS; AS WELL AS ORGANIZED A UNIVERSITY-WIDE SCHOOL SUPPLIES DRIVE THAT BENEFITTED APPROXIMATELY 17 FAMILIES, AS WELL AS 9 LOCAL SCHOOLS AND SEVERAL MENTORING AND LITERACY ORGANIZATIONS. THROUGH PENN VIPS, PENN VOLUNTEERS ALSO MENTORED LOCAL MIDDLE SCHOOL CHILDREN, PROVIDED EXPOSURE TO COLLEGE CAMPUSES, EXPLORED THE IMPORTANCE OF AN EDUCATION, AND HELPED STUDENTS LEARN ABOUT A VARIETY OF CAREERS BY ARRANGING AND SPONSORING TRIPS TO LOCAL BUSINESSES, AREA MUSEUMS, AND MORE. ADDITIONALLY, HIGH SCHOOL STUDENTS WERE EXPOSED TO AREA BUSINESSES AND CAREERS THROUGH THE PENN ALUMNI CLASS OF 80 PARTNERSHIP. PENN VIPS WORKED UNIVERSITY-WIDE TO SHARE UNIVERSITY OFFICE SUPPLIES, FURNITURE, TELEVISIONS, COMPUTERS, ETC., WITH NEIGHBORHOOD GROUPS AND LOCAL AGENCIES. PENN VIPS ALSO OPERATED THE NONPROFIT INSTITUTE, A BIANNUAL PROGRAM THAT PROVIDES FREE WORKSHOPS FOR MEMBERS OF LOCAL NONPROFITS AND FAITH-BASED COMMUNITIES OVER THE COURSE OF FIVE DAYS; APPROXIMATELY 50 INDIVIDUALS PARTICIPATED IN THE NONPROFIT INSTITUTE. -https://www.nettercenter.upenn.edu/what-we-do/programs/penn-volunteers-pu blic-service-penn-vips -https://www.nettercenter.upenn.edu/what-we-do/additional-programs/penn-vo lunteers-public-service-penn-vips/nonprofit-institute FORM 990, PART III, LINE 4A & 4B (CONT.) FOCUSING ON CIVIC ENGAGEMENT, CIVIC HOUSE OVERSEES A VARIETY OF PROGRAMS. THE PENNCORP PRE-ORIENTATION PROGRAM INTRODUCES 40 INCOMING STUDENTS TO CIVIC ENGAGEMENT OPPORTUNITIES IN LOCAL COMMUNITIES. THE WEST PHILADELPHIA TUTORING PROJECT, SOME 300 PENN STUDENTS SUPPORT LOCAL K-12 SCHOOL YOUTH IN LOCAL PUBLIC SCHOOLS AND ON CAMPUS, AND THROUGH ITS COMMUNITY ENGAGEMENT INTERNSHIP PROGRAM, STUDENTS WORK YEAR-ROUND WITH COMMUNITY PARTNER ORGANIZATIONS ON A VARIETY OF INITIATIVES. THE VOLUNTEER-BASED COMMUNITY ENGAGEMENT PROGRAM (CEP) IS A STUDENT-FACILITATED PROGRAM THAT CONNECTS PENN STUDENTS WITH THOSE AND OTHER PHILADELPHIA-BASED NONPROFIT ORGANIZATIONS WHILE PROVIDING A SPACE FOR REFLECTION AND EDUCATION. ALL 50 STUDENTS INVOLVED IN CIVIC HOUSE'S CIVIC SCHOLARS PROGRAM VOLUNTEER WITH LOCAL NONPROFIT ORGANIZATIONS AND SCHOOLS, AND SEVERAL OF THEM PARTICIPATED IN PUBLIC INTEREST INTERNSHIPS OVER THE SUMMER. THE PENN ALTERNATIVE BREAKS PROGRAM INVOLVED TWO DOZEN STUDENTS IN VIRTUAL EXPERIENCES WITH PHILADELPHIA-BASED ORGANIZATIONS. ALSO, THROUGH SEVERAL DOZEN OTHER STUDENT-LED ORGANIZATIONS COMPRISED OF SOME 1,500 VOLUNTEERS, PENN STUDENTS WORK ON A RANGE OF OTHER ISSUES IN PHILADELPHIA AND THROUGHOUT THE REGION. -HTTPS://CIVICHOUSE.UPENN.EDU/PENNCORP/ -HTTP://UPENNWPTP.WEEBLY.COM/ -HTTPS://CIVICHOUSE.UPENN.EDU/CEI/ -HTTPS://CIVICHOUSE.UPENN.EDU/CEP/ -HTTPS://CIVICHOUSE.UPENN.EDU/CIVICSCHOLARS/ -HTTPS://CIVICHOUSE.UPENN.EDU/PENNALTERNATIVEBREAKS/ THE OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS (OGCA) FOSTERS RELATIONSHIPS WITH GOVERNMENT AND CIVIC PARTNERS TO ENSURE THAT THE CONDUCT OF THE UNIVERSITY'S MISSION AND ACTIVITIES RESULTS IN MEANINGFUL IMPACT AND ENGAGEMENT IN PHILADELPHIA NEIGHBORHOODS AND BEYOND. OGCA HOSTS A MONTHLY MEETING WITH COMMUNITY LEADERS TO FOSTER COLLABORATIVE INFORMATION SHARING AND PROGRAM INFORMATION. WXPN PRODUCES CHOIR CONCERTS IN LOCAL CHURCHES THROUGHOUT PHILADELPHIA. PENN'S EMPHASIS ON SERVICE AS ESSENTIAL TO ITS EDUCATIONAL MISSION IS EXEMPLIFIED BY A HOST OF SCHOOL-BASED PROGRAMS ACROSS THE UNIVERSITY, AS WELL. SELECT HIGHLIGHTS INCLUDE: GRADUATE SCHOOL OF EDUCATION PENN GSE PARTNERS WITH SCHOOLS, COMMUNITIES, POLICYMAKERS, AND BUSINESSES TO UNLOCK EDUCATIONAL OPPORTUNITIES FOR STUDENTS LOCALLY, NATIONALLY, AND GLOBALLY. THE SCHOOL ACCOMPLISHES THIS MISSION THROUGH ACADEMIC PROGRAMS, RESEARCH, AND SERVICE TO ITS VARIED CONSTITUENCIES. IN FY 2024, GSE WELCOMED KATHARINE STRUNK AS ITS NEW DEAN. STRUNK IS AN AWARD-WINNING MIXED METHODS SCHOLAR FROM MICHIGAN STATE UNIVERSITY AND AN EXPERT ON TEACHER LABOR MARKETS, SCHOOL AND DISTRICT IMPROVEMENT AND ACCOUNTABILITY POLICIES, AND EFFORTS TO BOLSTER STUDENT ACHIEVEMENT. PROGRAMMATICALLY, GSE OFFERS MASTER'S AND DOCTORAL DEGREE PROGRAMS IN SPECIALIZATIONS THAT ARE HOUSED IN FIVE ACADEMIC DIVISIONS. THE SCHOOL IS RECOGNIZED FOR ITS EXPERTISE IN EDUCATION POLICY, HIGHER EDUCATION, APPLIED PSYCHOLOGY/HUMAN DEVELOPMENT, LITERACY STUDIES, TEACHER PREPARATION, INTERNATIONAL DEVELOPMENT, AND RESEARCH AND EVALUATION METHODOLOGY. GSE IS A LEADER IN INNOVATIVE EXECUTIVE-FORMAT DEGREE PROGRAMS FOR PRACTICING EDUCATION PROFESSIONALS, WHICH SUBSTANTIALLY WIDENS THE SCHOOL'S REACH. WITH AROUND 1,450 STUDENT FTES, GSE IS THE FIFTH LARGEST SCHOOL AT PENN IN ENROLLMENT. -https://www.gse.upenn.edu/ -https://www.gse.upenn.edu/academics/programs THE CURRENT RESEARCH PORTFOLIO INCLUDES OVER $41 MILLION IN AWARDS AND ROUGHLY $11 MILLION IN ANNUAL EXPENDITURES IN GRANTS FROM BOTH THE FEDERAL GOVERNMENT AND A WIDE VARIETY OF FOUNDATIONS. GSE'S SERVICE COMMITMENT IS STRONG AND SUPPORTS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS AND ADMINISTRATORS ACROSS THE REGION AND NATION, A STRONG AND DEEPENING PARTNERSHIP WITH THE PHILADELPHIA SCHOOL DISTRICT, AND ENHANCED INTERNATIONAL EDUCATION DEVELOPMENT EFFORTS WITH STUDENT PLACEMENTS CIRCLING THE GLOBE. THE INNOVATION HUB CATALYST AND THE CENTER FOR PROFESSIONAL LEARNING ARE EXPANDING ACCESS TO PENN LEARNING OPPORTUNITIES ACROSS THE GLOBE. -https://www.gse.upenn.edu/about-penn-gse/philadelphia-impact/office-of-sc hool-and-community-engagement -https://www.gse.upenn.edu/academics/programs/international-educational-de velopment-masters -https://www.gse.upenn.edu/about-penn-gse/catalyst -https://www.gse.upenn.edu/academics/center-professional-learning PENN ENGINEERING FOR OVER 170 YEARS, PENN ENGINEERING'S VIBRANT, COLLABORATIVE, AND INNOVATIVE COMMUNITY HAS BEEN PENN'S INTELLECTUAL HOME FOR TECHNOLOGY-RELATED TEACHING AND RESEARCH. THE SCHOOL'S STATE-OF-THE-ART RESEARCH LABORATORIES ALLOW ITS WORLD-ACCLAIMED FACULTY TO PURSUE THE SOLUTIONS TO LEADING GLOBAL CHALLENGES IN HUMAN HEALTH, DATA SCIENCE AND ARTIFICIAL INTELLIGENCE. PENN ENGINEERING'S INTERDISCIPLINARY CURRICULA OFFER STUDENTS AN UNPARALLELED LEARNING EXPERIENCE, AND ITS STUDENTS PLAY A CRITICAL ROLE IN POSING AND ANSWERING THE IMPORTANT QUESTIONS THAT WILL IMPROVE THE HUMAN CONDITION AND TRANSFORM OUR WORLD. THE SCHOOL OFFERS THE FOLLOWING DEGREES: BACHELOR OF SCIENCE IN ENGINEERING (BSE), BACHELOR OF APPLIED SCIENCE (BAS), MASTER OF SCIENCE IN ENGINEERING (MSE), MASTER OF BIOTECHNOLOGY (MB), MASTER OF COMPUTER AND INFORMATION TECHNOLOGY (MCIT), MASTER OF INTEGRATED PRODUCT DESIGN (MIPD), AND THE DOCTOR OF PHILOSOPHY (PHD). PENN DENTAL COMMUNITY SERVICE LEARNING IS AN INTEGRAL PART OF THE PENN DENTAL MEDICINE'S (PDM) CURRICULUM. THROUGH PHILANTHROPY AND INSTITUTIONAL RESOURCES, PDM HAS EXPANDED ITS REACH WITHIN THE PHILADELPHIA COMMUNITY WITH THE ADDITION OF A NEW COMMUNITY DENTAL CLINIC, IN PARTNERSHIP WITH PENN MEDICINE, PHMC PUBLIC HEALTH CAMPUS ON CEDAR. PDM CONTINUES TO PROVIDE FULL-TIME, 5-DAY-PER-WEEK COVERAGE WITH DENTAL FACULTY AND STUDENTS AND PROVIDE CARE WITH APPROXIMATELY 6,000 PATIENT VISITS IN THE 2023 ACADEMIC YEAR IN COMMUNITY SETTINGS. PENNSMILES MOBILE DENTAL PROGRAM CONTINUES TO SERVE THE SCHOOL DISTRICT OF PHILADELPHIA, PROVIDING BOTH PREVENTIVE AND RESTORATIVE CARE FOR STUDENTS AT THEIR SCHOOLS THIS ACADEMIC YEAR. PDM PROVIDES MORE THAN $3.6 MILLION IN UNDER AND UNCOMPENSATED CARE TO THE COMMUNITY. WHILE PENN DENTAL MEDICINE (PDM) IS NOT ONE OF THE LARGEST SCHOOLS AT THE UNIVERSITY, ITS LOCAL, NATIONAL, AND GLOBAL IMPACT IS SUBSTANTIAL, AND THE PDM TEAM WORKS DILIGENTLY TO EXECUTE ITS MISSION. PDM HAS AN ENORMOUSLY INNOVATIVE RESEARCH ENTERPRISE, RANKING IN THE TOP THREE AMONG DENTAL SCHOOLS IN EXTRAMURAL FUNDING. THE SCHOOL'S IMPACT IN THE PHILADELPHIA COMMUNITY IS PROFOUND, WITH MORE THAN 30,000 PATIENTS RECEIVING 165,000 TREATMENT VISITS ANNUALLY. THE PENN DENTAL FAMILY PRACTICE (PDFP) IS THE DENTAL CARE HOME FOR MANY PENN EMPLOYEES. PDM OFFERS A DOCTOR OF DENTAL MEDICINE (DMD) DEGREE, NINE GRADUATE DENTAL EDUCATION PROGRAMS, AND FIVE POST-GRADUATE PROGRAMS. -https://www.dental.upenn.edu/ -https://www.dental.upenn.edu/about-us/vision-mission-statements/ -http://www.dental.upenn.edu/research/research_overview -https://mypenndentist.org/ -https://www.dental.upenn.edu/admissions-academics/dmd-program/ -https://www.dental.upenn.edu/admissions-academics/graduate-dental-educati on-programs/ -https://www.dental.upenn.edu/admissions-academics/advanced-degree-program s/ PENN NURSING THE SCHOOL OF NURSING CONTINUES TO ADVANCE AND ELEVATE ITS EDUCATIONAL AND RESEARCH PROGRAMS. PENN NURSING'S EXCELLENCE IN UNDERGRADUATE, GRADUATE, AND PROFESSIONAL PROGRAMS IS EVIDENCED BY ITS 9TH CONSECUTIVE FIRST-PLACE RANKING BY QS WORLD UNIVERSITY RANKINGS AND IN THE TOP THREE RANKED IN THE US NEWS AND WORLD REPORT RANKING OF UNDERGRADUATE PROGRAMS. THE SECOND COHORT OF THE LEONARD A. LAUDER COMMUNITY CARE NURSE PRACTITIONER PROGRAM ENROLLED IN FY 2024, SUPPORTED BY LAUDER'S HISTORIC $125 MILLION GIFT. THIS PROGRAM WILL CONTINUE TO GROW AND REALIZE ITS MISSION TO BE A LEADING FORCE IN THE ADVANCEMENT OF HEALTH. RESEARCH REMAINS A STRENGTH OF THE SCHOOL, AND PENN NURSING IS MAKING SUBSTANTIVE CHANGES IN ITS EDUCATION PROGRAMS, IN PART DUE TO SHIFTING ENROLLMENTS AND NEW ACCREDITATION REQUIREMENTS. -https://www.nursing.upenn.edu/ FORM 990, PART III, LINE 4A & 4B (CONT.) PENN VET THE SCHOOL OF VETERINARY MEDICINE (PENN VET) TRAINS THE NEXT GENERATION OF VETERINARY LEADERS TO ADVANCE HEALTHCARE OUTCOMES AND ACCESS, ENSURE GLOBAL HEALTH, BOLSTER SUSTAINABLE AGRICULTURE, AND CREATE AND SUPPORT INTERDISCIPLINARY CAREER PATHS. AS ONE OF THE MOST ACCESSED AND TRUSTED MEDICAL PROFESSIONS, VETERINARIANS ARE UNIQUELY WELL-POSITIONED TO CONTRIBUTE SOLUTIONS TO SOME OF THE MOST PRESSING CHALLENGES IMPACTING LOCAL, REGIONAL, AND GLOBAL COMMUNITIES TODAY, INCLUDING FOOD SECURITY, BIOSECURITY, BIODIVERSITY, AND HEALTHCARE ACCESS FOR UNDERSERVED AREAS. SINCE HIS ARRIVAL AT PENN VET IN 2018, DR. ANDREW HOFFMAN, THE GILBERT S. KAHN DEAN OF VETERINARY MEDICINE, HAS CREATED A VISION FOR A CULTURE OF INNOVATION WHILE BROADENING PENN VET'S IMPACT ON A GLOBAL SCALE. -HTTPS://WWW.VET.UPENN.EDU/ -HTTPS://WWW.VET.UPENN.EDU/ABOUT/WHO-WE-ARE/OUR-DEAN-OUR-PRIORITIES A DISTINGUISHING FEATURE OF THE VMD PROGRAM IS THE AVAILABILITY OF FIRST-OF-THEIR-KIND DUAL DEGREES WITH PARTNER SCHOOLS ACROSS PENN DESIGNED TO TRAIN GLOBAL PROBLEM-SOLVERS THROUGH INTERDISCIPLINARY AND INTER-PROFESSIONAL MASTER'S AND CERTIFICATE PROGRAMS. VETERINARIANS WITH THESE DUAL CREDENTIALS ARE UNIQUELY POSITIONED TO SUPPORT UNDERSERVED AREAS WITH RESPECT TO HEALTHCARE AND AGRICULTURE. IN FY 2023, THE SCHOOL IMPLEMENTED A NEW COMPETENCY-BASED CURRICULUM DESIGNED TO BETTER PREPARE PENN VET STUDENTS FOR A RAPIDLY CHANGING WORLD. -HTTPS://WWW.VET.UPENN.EDU/EDUCATION/DUAL-DEGREE-PROGRAMS -HTTPS://WWW.VET.UPENN.EDU/EDUCATION/VMD-ADMISSIONS/LIFE-AS-A-PENN-VET- STUDENT/VMD-CURRICULUM PENN VET'S TWO CAMPUSES OFFER STUDENTS LEARNING OPPORTUNITIES AND EXPERIENCES IN VIRTUALLY EVERY ASPECT OF VETERINARY MEDICINE. RYAN HOSPITAL ON THE PHILADELPHIA CAMPUS HANDLES APPROXIMATELY 33,000 COMPANION ANIMAL PATIENT VISITS PER YEAR AND IS ACTIVELY ENGAGED WITH THE LOCAL COMMUNITY THROUGH THE SHELTER MEDICINE AND COMMUNITY ENGAGEMENT PROGRAM. DURING THE LAST SIX YEARS, THIS SPECIAL PROGRAM PROVIDED OVER 40,000 HOURS OF COMMUNITY SERVICE ACROSS THE GREATER PHILADELPHIA AREA AND REACHED OVER 800 MIDDLE AND HIGH SCHOOL STUDENTS THROUGH MULTIPLE PATHWAY INITIATIVES. NEW BOLTON CENTER IN KENNETT SQUARE, PA, SEES APPROXIMATELY 7,000 LARGE ANIMAL PATIENT VISITS ANNUALLY, WITH AN ADDITIONAL 20,000 PATIENTS TREATED PER YEAR AT LOCAL FARMS. PENN VET IS ALSO ENGAGED IN PLANNING FOR THE RIEPE CENTER FOR THE ADVANCEMENT OF VETERINARY EDUCATION AND THE COMMONWEALTH-FUNDED VETERINARY DIAGNOSTIC LABORATORY ON THE NEW BOLTON CENTER CAMPUS. THE SCHOOL'S ROBUST RESEARCH PROGRAM INCLUDES BASIC, TRANSLATIONAL, AND CLINICAL DISCOVERY TO ADDRESS COMPLEX PROBLEMS FACED BY ANIMALS, HUMANS, AND THE PLANET, AND RECEIVES MORE THAN $22 MILLION IN NIH FUNDING ANNUALLY. AREAS OF STUDY INCLUDE CANCER, IMMUNOLOGY, INFECTIOUS DISEASE, REGENERATIVE MEDICINE, AND AGRICULTURAL SUSTAINABILITY. PENN VET FOLLOWED THE FY 2022 LAUNCH OF THE INSTITUTE FOR INFECTIOUS AND ZOONOTIC DISEASES WITH THE FY 2023 LAUNCH OF THE CENTER FOR STEWARDSHIP AGRICULTURE AND FOOD SECURITY TO BUILD UPON ITS EXPERTISE IN REGENERATIVE AGRICULTURE, ANIMAL WELFARE, FOOD SECURITY, AND THE SCHOOL'S COMMITMENT TO REDUCE NET CARBON EMISSIONS. -HTTPS://WWW.VET.UPENN.EDU/VETERINARY-HOSPITALS/RYAN-VETERINARY-HOSPITAL -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/CENTERS-LABORATORIES/RESEARCH- INITIATIVES/SHELTER-MEDICINE -HTTPS://WWW.VET.UPENN.EDU/VETERINARY-HOSPITALS/NBC-HOSPITAL -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-CENTERS-AND-INSTITUTE/ INSTITUTE-FOR-INFECTIOUS-AND-ZOONOTIC-DISEASES/RESEARCH-FUNDING/ -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-CENTERS-AND-INSTITUTE/CENTER- FOR-STEWARDSHIP-AGRICULTURE-AND-FOOD-SECURITY SCHOOL OF ARTS AND SCIENCES THE SCHOOL OF ARTS AND SCIENCES (SAS) IS THE INTELLECTUAL CORE OF THE UNIVERSITY, PROVIDING LIBERAL ARTS EDUCATION FOR ALL PENN UNDERGRADUATES AND SUPPORTING GRADUATE STUDIES, BASIC RESEARCH, AND LIFELONG LEARNING ACROSS THE HUMANITIES, SOCIAL SCIENCES, AND NATURAL SCIENCES. THE SCHOOL'S EDUCATIONAL AND RESEARCH ACTIVITIES TAKE PLACE IN 27 DEPARTMENTS, 24 INTERDISCIPLINARY UNDERGRADUATE PROGRAMS, 31 GRADUATE GROUPS, AND 28 RESEARCH CENTERS, IN PROGRAMS LEADING TO THE BA, BAAS, AM, MS, PHD, AND EIGHT PROFESSIONAL MASTER'S DEGREES. THE SCHOOL'S MAJOR EDUCATIONAL UNITS ARE THE UNDERGRADUATE COLLEGE, THE GRADUATE DIVISION, AND THE COLLEGE OF LIBERAL AND PROFESSIONAL STUDIES (LPS). -HTTPS://WWW.SAS.UPENN.EDU/ -HTTPS://WWW.COLLEGE.UPENN.EDU/ -HTTPS://WWW.SAS.UPENN.EDU/GRADUATE-DIVISION -HTTPS://WWW.LPS.UPENN.EDU/ OUR FOUNDATIONS AND FRONTIERS: A STRATEGIC PLAN FOR PENN ARTS AND SCIENCES CONTINUES TO GUIDE PROGRAMMATIC PRIORITIES AND INVESTMENTS THAT STRENGTHEN A FOUNDATIONAL CORE OF FACULTY AND STUDENTS AND ADVANCE INTEGRATED KNOWLEDGE THROUGH A SERIES OF EIGHT ACADEMIC THEMES. -HTTPS://STRATEGIC-PLAN.SAS.UPENN.EDU/ WEITZMAN SCHOOL OF DESIGN THE STUART WEITZMAN SCHOOL OF DESIGN CURRENTLY PROVIDES GRADUATE EDUCATION TO MASTER'S STUDENTS IN ARCHITECTURE, CITY AND REGIONAL PLANNING, FINE ARTS, HISTORIC PRESERVATION, LANDSCAPE ARCHITECTURE, AND URBAN SPATIAL ANALYTICS, AS WELL AS PHD STUDENTS IN ARCHITECTURE AND CITY AND REGIONAL PLANNING. THE SCHOOL ALSO TEACHES COURSES LEADING TO A BA, WITH A MAJOR IN ARCHITECTURE, FINE ARTS, OR DESIGN FROM SAS OR A MINOR IN LANDSCAPE STUDIES. -HTTPS://WWW.DESIGN.UPENN.EDU/ WHARTON BUSINESS SCHOOL THE WHARTON WAY REPRESENTS THE WHARTON SCHOOL'S STRATEGIC PLAN GUIDING THE SCHOOL TOWARDS GREATER INFLUENCE, INNOVATION, AND ENGAGEMENT. FROM WHARTON'S GENESIS, THE SCHOOL HAS BEEN GROUNDED IN IDEALS THAT GUIDE SHARED EFFORTS. THE WHARTON WAY CONTINUES THESE IDEALS, REFERENCING THEM AS FOUNDATIONAL PRINCIPLES UNDERSCORING THE SCHOOL'S MANY ENDEAVORS. WHARTON HONORS ITS ANALYTICAL ROOTS BY APPLYING A DATA-INFORMED PERSPECTIVE TO IDENTIFY UNDERLYING CAUSES AND POSSIBLE ANSWERS TO PRESSING QUESTIONS. THE SCHOOL LEVERAGES THE BREADTH AND DEPTH OF ITS KNOWLEDGE TO REIMAGINE POSSIBILITIES OF A LOCAL NATURE, THEN GOES FURTHER BY SCALING SOLUTIONS FOR ENTITIES AND COMMUNITIES FAR BEYOND CAMPUS. WHARTON LEANS INTO ITS REPUTATION AS A LEADING GLOBAL INSTITUTION TO UNITE DIFFERENT PERSPECTIVES TO CHAMPION IMPACTFUL OUTCOMES AND FAR-REACHING CHANGE. WHARTON STRIVES TO ELEVATE THE IMPACT OF ITS RESEARCH, INNOVATE THROUGH ITS PEDAGOGY, AND COLLABORATE ACROSS DISCIPLINES AND DIVIDES. -HTTPS://WWW.WHARTON.UPENN.EDU/THE-WHARTON-WAY/ -HTTPS://WWW.WHARTON.UPENN.EDU/ CAREY LAW SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA CAREY LAW SCHOOL, EACH STUDENT COMMITS TO PROVIDING AT LEAST 70 HOURS OF PRO BONO LEGAL SERVICE AS PART OF THEIR EDUCATION. OVER 92% OF THE LAW SCHOOL'S GRADUATES EXCEED THE 70-HOUR PRO BONO REQUIREMENT. THE TOLL PUBLIC INTEREST CENTER (TPIC), THROUGH WHICH PENN CAREY LAW STUDENTS COMPLETE THEIR REQUIRED PRO BONO SERVICE, CONTINUES TO BUILD DEEP AND ABIDING PARTNERSHIPS WHICH ADVANCE THE CAPACITY OF PUBLIC INTEREST ADVOCACY IN PHILADELPHIA AND NATIONWIDE. THIS DISTINCTIVE PRO BONO PROGRAM RESPONDED ACTIVELY TO PANDEMIC CONDITIONS, BRINGING LEGAL SERVICES TO HUNDREDS OF COMMUNITY MEMBERS. SOME IMPACT HIGHLIGHTS FROM THIS WORK: TWENTY-SIX CUSTODY AND PROTECTION PROJECT STUDENT ADVOCATES PROVIDED ASSISTANCE TO OVER 300 PRO SE INDIVIDUALS WITH CUSTODY AND PROTECTION FROM ABUSE MATTERS IN PHILADELPHIA FAMILY COURT THIS YEAR. THESE ADVOCATES ALSO PROVIDED EXTENSIVE SERVICES FOR OVER 70 CLIENTS, DRAFTING CUSTOM MOTIONS, ACCESSING RECORDS, AND PREPARING EXHIBITS FOR COURT. CERTIFIED LEGAL INTERNS FROM THE PROJECT REPRESENTED SIX CLIENTS BEFORE THE PHILADELPHIA FAMILY COURT. TWENTY-FIVE STUDENT ADVOCATES FROM THE EMPLOYMENT ADVOCACY PROJECT REPRESENTED PHILADELPHIA WORKERS AT ADMINISTRATIVE HEARINGS CHALLENGING THE DENIAL OF UNEMPLOYMENT BENEFITS. EAP'S ADVOCATES HELPED RECOVER A TOTAL OF $230,000 IN BENEFITS FOR 19 CLIENTS. THE FINANCIAL LITERACY PROJECT ASSISTED WITH TAX RETURNS FOR LOW-INCOME PHILADELPHIANS THIS YEAR, HELPING ALMOST 150 INDIVIDUALS FILE THEIR TAX RETURNS AT SITES AROUND THE CITY. FORM 990, PART III, LINE 4A & 4B (CONT.) DIRECT PARTNERSHIPS: IN ADDITION TO OUR 24 INTERNAL PRO BONO PROJECTS, TPIC HAS DIRECT PRO BONO PARTNERSHIPS WITH MANY KEY COMMUNITY ORGANIZATIONS. FOR EXAMPLE, THROUGH EXPUNGEMENT CLINICS, LAW STUDENTS ASSISTED 5 CLIENTS TO DETERMINE IF THEY WERE ELIGIBLE FOR A CRIMINAL RECORD EXPUNGEMENT. THROUGH A PARTNERSHIP WITH CEIBA AND CAMPAIGN FOR WORKING FAMILIES, STUDENTS ASSISTED 62 CLIENTS IN PREPARING TAX RETURNS. 10 CLIENTS RECEIVED ASSISTANCE IN SEEKING A BIRTH CERTIFICATE THROUGH THE LEGAL CLINIC FOR THE DISABLED AND STUDENTS ASSISTED 7 CLIENTS IN UTILITY CLINICS BY ENGAGING IN ADVOCACY TO LOWER MONTHLY UTILITY BILLS AND ENROLL CLIENTS IN ELIGIBLE PROGRAMS IN PHILADELPHIA. STUDENTS ASSISTED 28 CLIENTS ON A VARIETY OF LEGAL MATTERS THROUGH A PARTNERSHIP WITH THE CHRISTIAN LEGAL CLINICS OF PHILADELPHIA. SCHOOL OF SOCIAL POLICY AND PRACTICE THE SCHOOL OF SOCIAL POLICY AND PRACTICE (SSPP) CONTRIBUTES TO THE ADVANCEMENT OF MORE EFFECTIVE, EFFICIENT, AND HUMANE SOCIAL SERVICES THROUGH EDUCATION, RESEARCH, AND COMMUNITY ENGAGEMENT. IN PURSUIT OF THIS MISSION, THEORY- AND PRACTICE-BASED MASTER'S AND DOCTORAL PROGRAMS IN SOCIAL WORK, SOCIAL WELFARE, NONPROFIT LEADERSHIP, AND SOCIAL POLICY ENCOURAGE STUDENTS TO THINK AND WORK ACROSS DISCIPLINARY LINES AS WELL AS ACROSS NATIONAL AND INTERNATIONAL BOUNDARIES AND CULTURES. THE PURSUIT OF SOCIAL IMPACT IS AT THE HEART OF THE SCHOOL'S KNOWLEDGE-BUILDING ACTIVITIES. INNOVATIVE EDUCATIONAL AND RESEARCH PROGRAMS REINFORCE THE SCHOOL'S VISION OF ACTIVE STUDENT ENGAGEMENT IN LEARNING AND IN COLLABORATION WITH SOCIAL AGENCIES ORGANIZED AT THE LOCAL, NATIONAL, AND GLOBAL LEVELS. -https://sp2.upenn.edu/ SSPP FACULTY MEMBERS ADDRESS ISSUES OF INCOME INSECURITY, HOMELESSNESS, NONPROFIT LEADERSHIP, ENVIRONMENTAL EQUALITY, EQUITABLE ACCESS TO TECHNOLOGY, INTERPERSONAL VIOLENCE, PHILANTHROPY, AND MORE. STUDENTS ARE EDUCATED IN FIVE DEGREE PROGRAMS: A MASTER OF SOCIAL WORK (MSW), A MASTER OF SCIENCE IN NONPROFIT LEADERSHIP (NPL), A MASTER OF SCIENCE IN SOCIAL POLICY (MSSP), A PHD IN SOCIAL WELFARE, AND A DOCTORATE IN CLINICAL SOCIAL WORK (DSW). THE NPL AND DSW DEGREES HAVE WELL-ESTABLISHED ONLINE PROGRAM OPTIONS. MASTER'S DEGREES CAN BE EARNED AS DUAL DEGREES WITHIN SSPP AS WELL AS THROUGH COLLABORATIONS WITH PERELMAN SCHOOL OF MEDICINE, PENN CAREY LAW, GRADUATE SCHOOL OF EDUCATION, SAS, WEITZMAN SCHOOL OF DESIGN, AND SCHOOL OF VETERINARY MEDICINE. STUDENTS CAN ALSO PURSUE SPECIALIZED CERTIFICATE PROGRAMS WITHIN SSPP IN COLLABORATION WITH OTHER PENN SCHOOLS, AS WELL AS THROUGH PARTNERSHIPS WITH LOCAL AND GLOBALLY BASED INSTITUTIONS. -https://sp2.upenn.edu/program/master-of-social-work/ -https://sp2.upenn.edu/program/master-of-science-in-nonprofit-leadership/ -https://sp2.upenn.edu/program/master-of-science-in-social-policy/ -https://sp2.upenn.edu/program/phd-in-social-welfare/ -https://sp2.upenn.edu/program/doctorate-in-clinical-social-work/ -https://sp2.upenn.edu/dual-degree-programs/ -https://sp2.upenn.edu/certificate-programs-and-specializations/ ANNENBERG SCHOOL FOR COMMUNICATION THE ANNENBERG SCHOOL FOR COMMUNICATION IS THE SMALLEST OF THE 12 SCHOOLS AT PENN. HOWEVER, THE SCHOOL'S REACH AND IMPACT EXTEND FAR BEYOND THE SIZE OF ITS CAMPUS FOOTPRINT. INTERDISCIPLINARITY, ACCESSIBILITY, AND COLLABORATION ARE AMONG ASC'S CORE INSTITUTIONAL VALUES, AND THESE CAN BE SEEN AND FELT IN THE WAYS ITS FACULTY AND PHD STUDENTS THINK, WORK, LEARN, AND DISSEMINATE KNOWLEDGE. -https://www.asc.upenn.edu/ -https://www.asc.upenn.edu/people/faculty?type=10 -https://www.asc.upenn.edu/people/graduate-student PENN ATHLETICS THE DIVISION OF RECREATION AND INTERCOLLEGIATE ATHLETICS (DRIA) IS A BROAD-BASED DIVISION COMPRISED OF 33 VARSITY INTERCOLLEGIATE TEAMS, 37 CLUB SPORT TEAMS, AND EXPANSIVE INTRAMURAL SPORT AND CAMPUS RECREATION PROGRAMS, ALL TAKING PLACE WITHIN 22 ATHLETICS AND RECREATIONAL FACILITIES. STUDENTS, FACULTY AND STAFF ARE ALSO SERVED THROUGH MEMBERSHIP-BASED ACCESS TO THE POTTRUCK HEALTH AND FITNESS CENTER AND THE FOX FITNESS CENTER-WHICH COMBINED PROVIDE MORE THAN 125,000 SQUARE FEET OF SPACE FOR RECREATIONAL USE-AND ACCESS TO A VARIETY OF SHARED FACILITIES. THE FACILITIES ARE CONTAINED WITHIN A CONTIGUOUS 24-ACRE FOOTPRINT AT THE EASTERN END OF CAMPUS AND COMMONLY THOUGHT TO BE ONE OF THE BEST ATHLETICS INFRASTRUCTURES AMONG URBAN CAMPUSES, WITH ASSETS SUCH AS FRANKLIN FIELD, THE PALESTRA, PENN PARK AND THE OTT CENTER FOR TRACK & FIELD. THE DIVISION ALSO HOSTS THE PENN RELAYS EACH APRIL, WHICH DRAWS MORE THAN 20,000 COMPETITORS AND 100,000 SPECTATORS ANNUALLY TO FRANKLIN FIELD. PENN INTERCOLLEGIATE PROGRAMS HAD A MEMORABLE 2023-2024 ACADEMIC YEAR, HIGHLIGHTED BY A TEAM NATIONAL CHAMPIONSHIP BY MEN'S SQUASH AND AN INDIVIDUAL NATIONAL CHAMPIONSHIP IN MEN'S FENCING. SIX TEAMS WON REGULAR SEASON CHAMPIONSHIPS: MEN'S SOCCER, WOMEN'S FENCING, MEN'S SQUASH, WOMEN'S GYMNASTICS, WOMEN'S INDOOR TRACK AND FIELD, AND WOMEN'S OUTDOOR TRACK AND FIELD. WOMEN'S LACROSSE ADVANCED TO THE NCAA QUARTERFINALS, FENCING FINISHED EIGHTH AT THE NCAA CHAMPIONSHIPS, AND MEN'S SWIMMER MATT FALLON FINISHED SECOND IN THE 200 BREASTSTROKE AT THE NCAAS. BASEBALL WON THE IVY LEAGUE TOURNAMENT FOR THE SECOND STRAIGHT YEAR AND ADVANCED TO THE NCAA CHAMPIONSHIP, WHILE WOMEN'S ROWING EARNED ITS THIRD STRAIGHT AT-LARGE BID TO THE NCAAS. MEN'S LIGHTWEIGHT ROWING WON THE OVERALL POINTS TITLE AT THE EASTERN SPRINTS FOR THE SECOND TIME IN PROGRAM HISTORY. PENN FINISHED 52ND OUT OF MORE THAN 350 DIVISION I PROGRAMS IN THE LEARFIELD DIRECTOR'S CUP STANDINGS, WHICH MEASURES BROAD-BASED ATHLETIC SUCCESS, SETTING A NEW SCHOOL RECORD. CAMPUS RECREATION CONTINUES TO SERVE THE FITNESS AND WELLNESS NEEDS OF THE UNIVERSITY COMMUNITY AT THE POTTRUCK AND FOX FITNESS CENTERS, AND STUDENTS ARE ACTIVE THROUGH CLUB AND INTRAMURAL SPORTS. THROUGH A PARTNERSHIP WITH THE NETTER CENTER, THE YOUNG QUAKERS COMMUNITY ATHLETICS PROGRAM IS POSITIVELY IMPACTING LOCAL YOUTH IN COLLABORATION WITH THE LACROSSE, TRACK & FIELD AND BASKETBALL TEAMS. IN ADDITION TO YOUNG QUAKERS, PENN ATHLETICS IS INVOLVED IN THE COMMUNITY THROUGH ORGANIZATIONS LIKE TEAM IMPACT AND BEAT THE STREETS. THROUGH A PARTNERSHIP WITH THE WHARTON SCHOOL, THE PENN ATHLETICS WHARTON LEADERSHIP ACADEMY PROVIDES LEADERSHIP EDUCATION AND TRAINING TO STUDENT-ATHLETES AND COACHES. PENN LIBRARIES THE PENN LIBRARIES' STRATEGIC PLAN 2020-2025 OUTLINES FOUR HIGH-LEVEL PRIORITIES THAT HAVE IMBUED THE CORE WORK OF THE LIBRARIES: ADVANCE INFORMATION ACCESS, EXPAND GLOBAL IMPACT, PRESERVE THE SCHOLARLY AND CULTURAL RECORD, AND ENRICH THE ORGANIZATION'S CAPACITY. IMPLEMENTATION OF THE STRATEGIC PLAN HAS YIELDED POSITIVE RESULTS ACROSS BOTH PUBLIC-FACING SERVICES AND THE INNOVATIVE TECHNOLOGY THAT POWERS AN INCREASING ARRAY OF SYSTEMS, WHICH TOGETHER CREATE SEAMLESS ACCESS TO THE INFORMATION RESOURCES THE LIBRARIES COLLECT, DESCRIBE, PRESERVE, AND DELIVER TO THE PENN COMMUNITY AND BEYOND. -https://www.library.upenn.edu/about/strategic-plan FORM 990, PART III, LINE 4A & 4B (CONT.) THE PENN LIBRARIES CONTINUES TO ENHANCE ACCESS TO COLLECTIONS. RETRIEVAL OF COLLECTIONS HAS BEEN SIMPLIFIED WITHIN THE LIBRARIES' INFORMATION INFRASTRUCTURE, LOWERING BARRIERS TO ACCESS. USAGE OF EBOOKS HAS INCREASED 18% SINCE 2020 WITH THE ADDITION OF 241,000 EBOOK VOLUMES TO COLLECTIONS. INVESTMENTS IN DIGITIZATION ARE MAKING PENN COLLECTIONS AVAILABLE WORLDWIDE. THE PENN LIBRARIES CONTINUES TO NEGOTIATE WITH PUBLISHERS FOR INNOVATIVE OPEN ACCESS AGREEMENTS THAT PROVIDE PENN RESEARCHERS WITH GREATER REACH FOR THEIR PUBLISHED JOURNAL ARTICLES, A MOVE MADE MORE CRITICAL AS THE FEDERAL GOVERNMENT LOOKS TO REQUIRE THAT FEDERALLY-FUNDED RESEARCH RESULTS BE MADE AVAILABLE FREE OF CHARGE IMMEDIATELY UPON GRANT COMPLETION. -https://www.library.upenn.edu/news/penn-libraries-and-sage THE PENN LIBRARIES CONTINUES TO EXPAND STAFF EXPERTISE. NEW STAFF POSITIONS CONTRIBUTE TO MAKING DISCOVERABLE AND AVAILABLE "HIDDEN COLLECTIONS" THAT WERE PREVIOUSLY NOT CATALOGUED. POSITIONS IN AREAS SUCH AS AFRICANA STUDIES, DATA SCIENCE, AND MEDICAL RESEARCH FOCUS ON EMERGING AREAS OF SCHOLARSHIP AND RESEARCH. AN INAUGURAL CURATOR FOR THE BARBARA BATES CENTER FOR THE STUDY OF THE HISTORY OF NURSING IS BEING RECRUITED THROUGH A PARTNERSHIP WITH PENN NURSING, ENSURING LONG-TERM PRESERVATION, ACCESS, AND USE OF THAT UNIQUE COLLECTION. -https://www.library.upenn.edu/staff/samantha-dodd THE PENN LIBRARIES HAS EXPANDED THE PENN COMMUNITY'S ACCESS TO TOOLS THAT SUPPORT THE RESEARCH WORKFLOW. THESE TOOLS INCLUDE SOFTWARE PLATFORMS THAT FACILITATE COLLABORATION AND MAKE RESEARCH MORE EFFICIENT AND IMPACTFUL. SUBSCRIPTIONS ALSO INCLUDE POINT-OF-CARE TOOLS UTILIZED IN CLINICAL SETTINGS TO ASSIST WITH DIAGNOSIS AND TREATMENT. PENN LIBRARIES STAFF WORK BOTH IN AND OUT OF THE CLASSROOM TO SUPPORT THE STUDENT AND FACULTY EXPERIENCE. SPECIAL COLLECTIONS LIBRARIANS BRING RARE MATERIALS INTO CLASSROOM SETTINGS. LIBRARIANS THAT SUPPORT SPECIFIC DISCIPLINES TEACH COURSES AND WORK CLOSELY WITH FACULTY TO ENHANCE THEIR RESEARCH AND SCHOLARSHIP. REGULAR WORKSHOPS INTRODUCE FACULTY AND STUDENTS TO LIBRARY-SUPPORTED RESEARCH AND DATA ANALYSIS TOOLS AS WELL AS PUBLICATION GUIDANCE AND WRITING ETHICS. THE CREATION OF THE CENTER FOR GLOBAL COLLECTIONS LAST SUMMER, WHICH BUILDS ON THE PENN LIBRARIES AREA STUDIES COLLECTIONS, WILL DISTINGUISH THE PENN LIBRARIES AS AN INTERNATIONAL DESTINATION FOR THE STUDY OF CULTURES AND SOCIETIES AROUND THE WORLD. -https://penntoday.upenn.edu/news/Celebrating-Shakespeare-First-Folio-Penn -Libraries -https://www.library.upenn.edu/rdds -https://guides.library.upenn.edu/authors -https://www.library.upenn.edu/global-collections STAFF INVESTMENTS IN DIGITAL PRESERVATION AND BORN-DIGITAL ARCHIVING SUPPORT THE SHIFT FROM PHYSICAL TO ELECTRONIC COLLECTIONS. BUILDING ON THE NEARLY THREE-DECADE SUCCESS OF THE SCHOENBERG CENTER FOR ELECTRONIC TEXT AND IMAGE (SCETI), THE PENN LIBRARIES CONTINUES TO DIGITIZE PHYSICAL COLLECTIONS WHILE ALSO BEGINNING TO INTEGRATE COLLECTIONS THAT EXIST ONLY IN ELECTRONIC FORM. -https://www.library.upenn.edu/sceti PENN'S CULTURAL INSTITUTIONS ALSO SERVE THE COMMUNITY THROUGH THEIR WIDE-RANGING ENRICHMENT AND EDUCATION INITIATIVES. THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY THE PENN MUSEUM CONTINUED TO SUCCESSFULLY ENGAGE A LARGE NUMBER OF VISITORS BOTH ONLINE AND IN-PERSON. THE MUSEUM'S K12 PROGRAMS, INCLUDING THE SIGNATURE UNPACKING THE PAST PROGRAM FOR PHILADELPHIA'S PUBLIC SCHOOLS, OFFERED CURRICULUM-BASED PROGRAMS IN ANCIENT HISTORY TO APPROXIMATELY 55,000 STUDENTS FROM 100 DIFFERENT SCHOOLS. MANY OF THESE SCHOOLS WERE TITLE I, WITH LIMITED RESOURCES WHO WERE SERVED AT NO COST TO THEM. IN ADDITION, THE MUSEUM'S VIRTUAL PROGRAMS ALLOWED LEARNERS OF ALL AGES TO PARTICIPATE ONLINE SERVING OVER 4,000 ADDITIONAL STUDENTS LEARNING FROM THEIR LOCATIONS AROUND THE US AND CANADA. THE MUSEUM LAUNCHED A NEW K12 PROGRAM CALLED GLOBAL LEARNING LAB INTENDED TO BUILD STUDENTS GLOBAL COMPETENCIES BY LOOKING CLOSELY AT OBJECTS FROM DIFFERENT CULTURES. THE MUSEUM SERVED AN ADDITIONAL 20,000 K12 SCHOOL STUDENTS LAST YEAR FROM LOCAL SCHOOLS IN THE TRI-STATE AREA. THROUGH PUBLIC ENGAGEMENT PROGRAMS, PENN MUSEUM ENGAGES APPROXIMATELY 10,000 VISITORS ANNUALLY WITH PROGRAMS ABOUT CULTURES AROUND THE WORLD THROUGH HANDS-ON LEARNING EXPERIENCES, DANCE, MUSIC, AND LECTURE PROGRAMS. THE MUSEUM'S SUMMER CAMP PROGRAM SERVES 500 5-13-YEAR-OLDS IN 8 WEEKS OF ACTIVITIES AND INCLUDES SCHOLARSHIPS FOR PHILADELPHIA FAMILIES. -https://www.penn.museum/learn/k12/unpacking-the-past INSTITUTE OF CONTEMPORARY ART THE INSTITUTE OF CONTEMPORARY ART (ICA) IS A GLOBAL HUB FOR CONTEMPORARY ART AND IDEAS. FREE AND OPEN TO ALL, ICA IS DEDICATED TO SUPPORTING ARTISTIC PRACTICES ACROSS DISCIPLINES AND TO SERVING AS A LABORATORY FOR RISK-TAKING, COMMUNITY-BUILDING, AND KNOWLEDGE-CREATION. SINCE 1963, ICA HAS CHAMPIONED THE UNIVERSITY'S COMMITMENT TO CULTIVATING THE NEXT GENERATION OF IMAGINATIVE CREATORS AND THINKERS. THROUGH COMMISSIONS, EXHIBITIONS, PROGRAMS, PUBLICATIONS, AND SPECIAL PROJECTS, ICA FOSTERS BOLD EXPERIMENTATION, CURIOSITY, AND DISCOVERY. -https://icaphila.org/ FOLLOWING A ROBUST STRATEGIC VISIONING PROCESS, ICA HAS REFINED ITS MISSION AS A LAUNCHPAD FOR CONTEMPORARY ART AND IDEAS. THE INSTITUTE IS COMMITTED TO COLLABORATION, EXPERIMENTATION, AND LEARNING AS CORE GUIDING VALUES, AND TO REEXAMINING THE BEST WAYS TO SERVE AUDIENCES AS ICA EMBARKS UPON A NEW MILESTONE-ITS 60TH ANNIVERSARY. THROUGH THIS PROCESS, ICA'S STAFF HAS COME TOGETHER AND IS DIRECTING ITS ENERGIES TOWARD CREATING A STRATEGIC DIRECTION FOR ICA FOR THE NEXT ONE TO FIVE YEARS. FY 2025 WILL BE A PLANNING PERIOD IN WHICH ICA WILL SET PROGRAMMATIC, FINANCIAL, PERSONNEL, AND NEW PROJECT GOALS AROUND THREE KEY PRIORITIES: - DEEPEN ICA AS A LAUNCHPAD FOR CONTEMPORARY ART AND IDEAS. - EXPAND LEARNING AND NEW CONNECTIONS WITH ART AND IDEAS. - STRENGTHEN AND SUPPORT A SUSTAINABLE INFRASTRUCTURE AND FUTURE FOR ICA. THE STRATEGIC DIRECTION WILL ENABLE ICA TO FOCUS ITS EFFORTS AND REALIZE ITS MISSION TO CREATE TRANSFORMATIVE EXPERIENCES WITH ART ACROSS DISCIPLINES AND ENCOURAGE BOLD EXPERIMENTATION, DEEP CONNECTION, AND BOUNDLESS CURIOSITY AMONG ARTISTS AND AUDIENCES ALIKE. PROGRAMMATIC INITIATIVES DURING FY 2024, ICA PRESENTED FIVE CRITICALLY-ACCLAIMED EXHIBITIONS, PRODUCED ONE EXHIBITION CATALOGUE, AND HELD 40 FREE PUBLIC PROGRAMS, 17 OF WHICH WERE INITIATED BY PENN STUDENTS AND FACULTY. ICA PARTNERED WITH THE OFFICE OF NEW STUDENT ORIENTATION AND ACADEMIC INITIATIVES TO WELCOME FAMILIES IN THE PENN FIRST PLUS PROGRAM AHEAD OF THE SCHOOL YEAR. ICA ALSO CONTINUED ITS PARTNERSHIP WITH WEITZMAN SCHOOL OF DESIGN TO HOST FOUR SESSIONS OF THEIR ARTIST LECTURE SERIES, THIS YEAR HIGHLIGHTING ARTISTS THAT HAVE A HISTORY OF EXHIBITING AT ICA. EVENTS LIKE THE FAMILY PHOTO DAY IN CELEBRATION OF DAVID ANTONIO CRUZ: WHEN THE CHILDREN COME HOME CONTINUED ICA'S TRADITION OF FREE FOR ALL EVENTS IN INVITING A UNIQUE CROSS-SECTION OF THE GENERAL PUBLIC TO ACTIVELY ENGAGE WITH THE IDEAS IN ICA'S SHOWS. OPENING CELEBRATIONS CONTINUE TO BE POPULAR WITH BOTH ON AND OFF CAMPUS PARTICIPANTS, AND WELCOME OVER 500 GUESTS TO CAMPUS. ACCELERATING INTERDISCIPLINARY PURSUITS: ICA FOSTERS DIALOGUE ACROSS DISCIPLINES WITH EXHIBITIONS AND PROGRAMS TOUCHING UPON AREAS SUCH AS HISTORY, POLITICS, SOCIAL ISSUES, BIOLOGY, AND MORE. IN FALL 2024, ICA WILL LAUNCH FIELD NOTES, A NEW RESEARCH AND COMMISSIONING PLATFORM CENTERED ON FURTHERING ICA'S MISSION. THE PLATFORM TAKES ADVANTAGE OF ICA'S POSITION WITHIN THE UNIVERSITY, THE CITY OF PHILADELPHIA, AND THE BROADLY DEFINED WORLD OF CONTEMPORARY ART. FIELD NOTES SUPPORTS ICA'S ROLE AS A CONVENER AND SPACE OF SUPPORTIVE COLLABORATION, INSPIRING DISCOVERY THROUGH BOUNDARY-BREAKING RESEARCH AND COMMISSIONS. THE PROGRAM IS DESIGNED TO PROVIDE OPPORTUNITIES FOR SUPPORTING NEW THINKING AND EXPLORATION ON ISSUES RELATED TO ART AND SOCIETY. LEADING ON CHALLENGES OF OUR TIME: ICA IS COMMITTED TO ADVANCING SUSTAINABILITY IN VARIOUS FACETS OF ITS OPERATIONS, SUCH AS REDUCING PRINTED MATERIALS, PARTNERING WITH WASTE DISPOSAL COMPANIES FOCUSED ON RECYCLING, AND PURCHASING GREEN MATERIALS FOR EXHIBITIONS AND THE OFFICE. ICA ACTIVELY PROMOTES VIRTUAL PLATFORMS MINIMIZING CARBON FOOTPRINTS ASSOCIATED WITH PHYSICAL TRAVEL. THROUGH INNOVATIVE INITIATIVES LIKE REPURPOSING EXHIBITION WALL MATERIALS AND IMPLEMENTING A SUSTAINABLE WALL BUILDING SYSTEM, ICA STRIVES TO MINIMIZE WASTE AND ENVIRONMENTAL IMPACT. THESE EFFORTS REFLECT DEDICATION TO FOSTERING A GREENER, MORE ENVIRONMENTALLY CONSCIOUS FUTURE FOR THE ARTS. FORM 990, PART III, LINE 4A & 4B (CONT.) EXPANDING OPPORTUNITY AND STRENGTHENING COMMUNITY: ICA'S PROGRAMS TAKE AUDIENCES INTO CONSIDERATION FROM THE OUTSET AND THE STRATEGIC VISIONING PROCESS HAS HELPED ICA GET MORE SPECIFIC ABOUT THE COMMUNITIES IT AIMS TO SERVE ACROSS CAMPUS, THE CITY OF PHILADELPHIA, AND THE GLOBAL ART WORLD. CURRENTLY, ICA HAS DEEPENED ITS COMMITMENT TO ENSURING THAT PROGRAMS ARE ACCESSIBLE TO ALL VISITORS THROUGH A VARIETY OF INITIATIVES IN PARTNERSHIP WITH INDUSTRY LEADERS ACROSS SECTORS. THESE INITIATIVES INCLUDE CAPTIONING FOR ALL ONSITE CONTENT USING ACCESSKIT, LIVE TRANSCRIPTION OF EVENTS THROUGH 3PLAY MEDIA SERVICES, AND ENGAGING AMERICAN SIGN LANGUAGE INTERPRETERS THROUGH HANDSUP. TRANSCRIPTION OF EVENTS THROUGH 3PLAY MEDIA SERVICES, AND ENGAGING AMERICAN SIGN LANGUAGE INTERPRETERS THROUGH HANDSUP. FOSTERING LEADERSHIP AND SERVICE: ICA OFFERS YEAR-ROUND OPPORTUNITIES FOR PENN STUDENTS, LOCAL ARTISTS, AND ARTS PRACTITIONERS TO GAIN VALUABLE MUSEUM EXPERIENCE WHILE ENGAGING WITH THE PHILADELPHIA ARTS COMMUNITY AT-LARGE. ICA'S STUDENT INITIATIVES OFFER THEM THE OPPORTUNITY TO LEARN ABOUT AND INTERACT WITH NEW, EXCITING IDEAS WHILE GAINING PROFESSIONAL EXPERIENCE OF WORKING AT AN ARTS CENTER AND A DEEPER UNDERSTANDING OF HOW ICA SUPPORTS UNDERRECOGNIZED ARTISTS FROM AROUND THE WORLD. ICA'S STUDENT BOARD (ICASB) IS COMPRISED OF 45 MEMBERS FROM ACROSS DISCIPLINES, AND ICA'S TEAM ENGAGES ICASB THROUGH MONTHLY MEET-UPS, STRUCTURED RESEARCH PROJECTS THAT INFORM STUDENT-LED PROGRAMS SUCH AS ART UNPHILTERED, AFTER DARK, AND AN ANNUAL STUDENT WEEK SLATE OF PROGRAMS. THIS YEAR, ICA'S GALLERY AMBASSADOR PROGRAM HAS GROWN TO INCLUDE ARTISTS AND ARTS PRACTITIONERS IN ADDITION TO PENN'S MFA AND MA STUDENTS. THE PROGRAM IS AN OPPORTUNITY TO LEARN THE INDUSTRY'S BEST PRACTICES AND ENGAGE IN MEANINGFUL DIALOGUE WITH ICA VISITORS WHILE ENHANCING PARTICIPANTS' OWN CREATIVE AND TEACHING PRACTICES. IN ADDITION, ICA IS COMMITTED TO STAFF PROFESSIONAL DEVELOPMENT AND HAS SET ASIDE FUNDING EACH YEAR TO SUPPORT THE PROFESSIONAL GROWTH OF ITS TEAM. -https://icaphila.org/students/ -https://icaphila.org/uncategorized/icas-student-board-presents-art- unphiltered/ PENN LIVE ARTS! PENN LIVE ARTS, HEADQUARTERED AT THE ANNENBERG CENTER, SERVES PENN AND THE WEST PHILADELPHIA COMMUNITY THROUGH SPECIAL CAMPUS-BASED AND COMMUNITY-FOCUSED TICKETING PROGRAMS, ALLOWING PENN FIRST PLUS STUDENTS AND LOWER-INCOME RESIDENTS TO ATTEND WORLD-CLASS PERFORMANCES AT A FRACTION OF THEIR COST. PENN LIVE ARTS HAS CONTINUED ITS LONG TRADITION OF HOSTING STUDENT AND COMMUNITY-ORIENTED EVENTS, CONVOCATIONS, COMMENCEMENTS, PERFORMANCES, AND LECTURES. IT ALSO DELIVERS HIGH-QUALITY CHILDREN'S PROGRAMMING WITH THE OLDEST CONTINUALLY RUNNING CHILDREN'S FESTIVAL IN THE NATION AND THROUGH THE CRITICALLY ACCLAIMED STUDENT DISCOVERY SERIES. IN TOTAL, ACPA SERVES OVER 10,000 CHILDREN IN THE PHILADELPHIA METROPOLITAN AREA PER SEASON, OFTEN PROVIDING THEIR ONLY ACCESS TO THE PERFORMING ARTS. -https://pennlivearts.org/ -https://pennlivearts.org/events/studentdiscovery.php IN ADDITION TO THE UNIVERSITY'S NUMEROUS INITIATIVES, PENN MEDICINE IS STRONGLY COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH A NUMBER OF COMMUNITY-BASED PROGRAMS AND ACTIVITIES. PENN MEDICINE PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS), WHICH TOGETHER FORM A $11.9 BILLION ENTERPRISE. THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. THE SCHOOL OF MEDICINE HAS 791 M.D. STUDENTS, 1,947 RESIDENTS AND FELLOWS, AND 3,289 FULL-TIME FACULTY MEMBERS AS OF FY 23. THROUGH UNDERGRADUATE MEDICAL EDUCATION, BROAD RANGING GRADUATE, RESIDENCY, AND FELLOWSHIP PROGRAMS, AND CONTINUING MEDICAL EDUCATION COURSES, THE SCHOOL TRAINS THE FUTURE LEADERS OF AMERICAN MEDICINE. AMBITIOUS BIOMEDICAL RESEARCH, CARRIED OUT IN 28 BASIC SCIENCE AND CLINICAL DEPARTMENTS AND IN NUMEROUS MULTIDISCIPLINARY CENTERS AND INSTITUTES, IS CLOSELY LINKED TO TEACHING AND PATIENT CARE, CONTRIBUTING TO OVERALL EXCELLENCE IN ALL THREE MISSION AREAS AND TO PENN MEDICINE'S PREEMINENCE AS AN INTEGRATED ACADEMIC MEDICAL CENTER. RECENT HIGHLIGHTS INCLUDE THE CREATION OF THE PENN INSTITUTE FOR IMMUNOLOGY AND IMMUNE HEALTH (I3H). I3H WILL BRING TOGETHER BASIC DISCOVERY IMMUNOLOGY AND TRANSLATIONAL RESEARCH WITH INFRASTRUCTURE TO SCALE AND INTEGRATE IMMUNOLOGICAL KNOWLEDGE INTO THE ELECTRONIC MEDICAL RECORD.IN ADDITION, THE SCHOOL HAS EXPANDED AND ENRICHED THE EMINENCE OF ITS FACULTY, WITH KEY RECRUITMENTS SUCH AS GEORGE NETTO, CHAIR OF PATHOLOGY AND LABORATORY MEDICINE, THAT WILL IMPACT FY 2024 AND BEYOND. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. IN THE 2023 FISCAL YEAR, PENN MEDICINE PROVIDED $421.9 MILLION IN CHARITY AND UNDERFUNDED CARE FOR FAMILIES ON MEDICAID. THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE PERELMAN SCHOOL OF MEDICINE. TODAY, IT HAS 20 CLINICAL DEPARTMENTS AND PROVIDES TRAINING IN MORE THAN 40 CLINICAL SPECIALTIES. MAJOR AREAS OF CLINICAL FOCUS ACROSS HUP INCLUDE CARDIAC CARE, ONCOLOGY, NEUROSCIENCES, AND WOMEN'S HEALTH. HUP IS ONE OF THE ONLY HOSPITALS IN THIS REGION THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. HUP'S CAMPUS IS A HUB FOR INNOVATIVE MEDICAL CARE, AND HOME TO THE PAVILION-THE LARGEST CAPITAL PROJECT IN THE UNIVERSITY OF PENNSYLVANIA'S HISTORY-WHICH OPENED IN OCTOBER 2021. THE PAVILION IS ONE OF THE LARGEST HOSPITAL PROJECTS IN THE U.S.-AND THE LARGEST IN THE PHILADELPHIA REGION. THE BUILDING RISES 17 STORIES ON PENN MEDICINE'S WEST PHILADELPHIA CAMPUS AS A PLACE WHERE PENN'S WORLD-RENOWNED RESEARCHERS, CLINICIANS, AND FACULTY WILL CONTINUE TO PIONEER ADVANCED PATIENT CARE. THE $1.6 BILLION FACILITY HOUSES 504 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. IN MARCH 2021, HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE OPENED AS PART OF A PARTNERSHIP WITH PUBLIC HEALTH MANAGEMENT CORPORATION (PHMC) OFFERING CONTINUITY IN ACCESS TO CARE AND SERVICES IN WEST AND SOUTHWEST PHILADELPHIA IN PLACE OF A LONGSTANDING COMMUNITY HOSPITAL THAT NEEDED TO CLOSE. THIS SITE OFFERS 121 LICENSED BEDS AND CONTINUES TO EVOLVE INTO A MULTI-FACETED AND INNOVATIVE PUBLIC HEALTH CAMPUS. PENN MEDICINE MANAGES THE EMERGENCY DEPARTMENT, INPATIENT SERVICES, AND HOSPITAL-BASED BEHAVIORAL HEALTH PROGRAMMING AS HUP-CEDAR. PHMC HAS OPENED A FEDERALLY QUALIFIED HEALTH CENTER AT THE SITE, WHICH IS STAFFED BY CLINICIANS FROM THE PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, PROVIDING COMMUNITY MEMBERS WITH ACCESS TO HIGH-QUALITY, INTEGRATED, PATIENT-CENTERED HEALTH CARE. A KEY ELEMENT OF THE CAMPUS IS A ROBUST COMMUNITY ENGAGEMENT PLAN THAT INCLUDES REGULAR AND ONGOING COMMUNITY OUTREACH WITH STAKEHOLDERS, THUS SUPPORTING THE ENGAGEMENT OF COMMUNITY-BASED, NON-PROFIT SOCIAL SERVICES THAT ADDRESS KEY ISSUES, SUCH AS HEALTH AND WELLNESS EDUCATION AND FOOD INSECURITY. PENN PRESBYTERIAN MEDICAL CENTER (PPMC) IS CONSISTENTLY RECOGNIZED AS A CENTER OF EXCELLENCE FOR CARDIAC CARE, OPHTHALMOLOGY, AND NEUROSCIENCES. PPMC'S CAMPUS INCLUDES THE MUSCULOSKELETAL CENTER'S OUTPATIENT FACILITY AT PENN MEDICINE UNIVERSITY CITY, ABRAMSON CANCER CENTER AND THE PAVILION FOR ADVANCED CARE, HOME TO PENN MEDICINE'S LEVEL 1 TRAUMA CENTER. THE PA ACCREDITED TRAUMA CENTER OPERATES AROUND THE CLOCK TO CARE FOR PATIENTS WHO HAVE BEEN CRITICALLY INJURED IN CAR ACCIDENTS, FALLS, GUNSHOT WOUNDS AND THROUGH OTHER BLUNT AND PENETRATING TRAUMAS. THE TRAUMA CENTER AT PENN PRESBYTERIAN MEDICAL CENTER SERVES AS A REGIONAL RESOURCE FOR INJURED PATIENTS CARING FOR MORE THAN 3,000 PATIENTS ANNUALLY, SEVERAL HUNDRED OF WHOM ARE TRANSFERRED FROM OTHER AREA HOSPITALS AND TRAUMA CENTERS. FORM 990, PART III, LINE 4A & 4B (CONT.) PENNSYLVANIA HOSPITAL IS THE NATION'S FIRST HOSPITAL. FOUNDED IN 1751 BY BENJAMIN FRANKLIN AND DR. THOMAS BOND, PENNSYLVANIA HOSPITAL HAS BEEN A LEADER IN PATIENT CARE, TREATMENT TECHNIQUES, AND MEDICAL EDUCATION FOR MORE THAN 270 YEARS. TODAY ITS CLINICAL PROGRAMS INCLUDE THE SPINE CENTER, ORTHOPEDICS, THE CENTER FOR TRANSFUSION-FREE MEDICINE, MATERNITY AND NEWBORN SERVICES, AND BEHAVIORAL HEALTH. PENNSYLVANIA HOSPITAL IS ALSO HOME TO PENN MEDICINE WASHINGTON SQUARE, THE HOSPITAL'S OUTPATIENT FACILITY. IMPACT OF PRIOR COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PROPELLED BY OUR TRIPARTITE MISSION OF PATIENT CARE, EDUCATION, AND RESEARCH, AND IN RESPONSE TO THE NEEDS OF OUR COMMUNITY, PENN MEDICINE HAS DRIVEN SEVERAL PROGRAMS TO CARE FOR OUR NEIGHBORS AND IMPROVE THE WELL-BEING OF OUR REGION: MENTAL AND BEHAVIORAL HEALTH AND SUBSTANCE USE THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE (HUP CEDAR) CRISIS RESPONSE CENTER (CRC) WAS ESTABLISHED IN 2023 TO MAKE CRITICAL PSYCHIATRIC AND SUBSTANCE USE CARE EASILY ACCESSIBLE FOR WEST AND SOUTHWEST PHILADELPHIA RESIDENTS. IN ADDITION TO MOVING INPATIENT AND DRUG AND ALCOHOL DETOXIFICATION UNITS FROM PENN PRESBYTERIAN MEDICAL CENTER TO HUP CEDAR, THE NEWLY ESTABLISHED CRC PROVIDED CARE FOR MORE THAN 4,500 PATIENT VISITS IN ITS FIRST YEAR. TOGETHER, PENNSYLVANIA HOSPITAL AND THE HUP CEDAR HAVE A TOTAL OF 73 LICENSED INPATIENT PSYCHIATRIC BEDS AND 16 BEDS FOR SUBSTANCE USE TREATMENT. IN 2023, THERE WERE MORE THAN 107,000 DRUG OVERDOSE DEATHS IN THE UNITED STATES, AND IN PHILADELPHIA, DEATH RATES CONTINUE TO RISE. PENN MEDICINE'S CENTER FOR OPIOID RECOVERY AND ENGAGEMENT (CORE) PROVIDES FREE PEER SUPPORT FOR INDIVIDUALS STRUGGLING WITH OPIOID USE AND THEIR LOVED ONES. THE PROGRAM PROVIDES MULTIPLE PATHWAYS TO RECOVERY BY REMOVING BARRIERS AND FACILITATING ACCESS TO RECOVERY RESOURCES. CORE OFFERS HANDS-ON MEDICAL AND BEHAVIORAL HELP TO ENSURE INDIVIDUALS RECEIVE CONTINUED TREATMENT AND ARE SUPPORTED WITHIN THEIR COMMUNITIES. CORE'S OPIOID USE DISORDER (OUD) CARE TEAM IS MADE UP OF CERTIFIED RECOVERY SPECIALISTS WHO USE THEIR PERSONAL OUD EXPERIENCES TO PROVIDE PARTICIPANTS WITH LONG-TERM GUIDANCE FOR RECOVERY. CORE ALSO OFFERS ENHANCED CASE MANAGEMENT SERVICES, PROVIDING ASSISTANCE WITH OBTAINING HOUSING, EDUCATION, SOCIAL SERVICE NEEDS, SUPPORT GROUPS AND ACCESS TO TREATMENT. CHRONIC DISEASE PREVENTION AND MANAGEMENT STROKE COMMUNITY EDUCATION PROGRAM: IN RECOGNITION THAT STROKE IS THE NUMBER-ONE PREVENTABLE CAUSE OF DISABILITY, PENN MEDICINE OFFERS COMMUNITY-BASED, STROKE-RELATED EDUCATIONAL PROGRAMMING AT EVERY HOSPITAL IN THE SYSTEM. RISK FACTORS ARE IDENTIFIED THROUGH A COMMUNITY HEALTH NEEDS ASSESSMENT, WITH PROGRAM STAFF STRIVING TO HELP RESIDENTS COMBAT ANY RISK FACTORS THAT EMERGE, WHILE WORKING TO INCREASE AWARENESS OF STROKE AND ITS SYMPTOMS. NATIONAL DIABETES PREVENTION PROGRAM (NDPP): THIS YEAR-LONG, RESEARCH-BASED PROGRAM USES CURRICULUM PUBLISHED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION TO PROMOTE HEALTHY EATING AND PHYSICAL ACTIVITY IN INDIVIDUALS AT RISK FOR DEVELOPING TYPE 2 DIABETES. PROVIDED AT MOST PENN MEDICINE DIABETES EDUCATION CENTERS, THE NDPP ENCOURAGES HEALTHY LIFESTYLE CHANGES TO DELAY OR PREVENT A DIAGNOSIS OF TYPE 2 DIABETES. DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT PROGRAMS (DSMES): DIABETES IS A COMPLEX CONDITION THAT INVOLVES MANY DAILY SELF-MANAGEMENT HABITS. DSMES PROGRAMS PROVIDE INDIVIDUALS LIVING WITH DIABETES WITH THE TOOLS AND SUPPORT NEEDED TO ADDRESS THE BEHAVIORAL, EDUCATIONAL, MEDICAL, AND MENTAL ASPECTS OF DIABETES MANAGEMENT. THESE SKILLS CAN HELP PEOPLE WITH DIABETES ENHANCE THEIR DAILY SELF-CARE, DECREASE COMPLICATIONS OF DIABETES, AND IMPROVE OVERALL HEALTH OUTCOMES. IN THE PAST FISCAL YEAR, OVER 500 INDIVIDUALS HAVE ATTENDED DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT SESSIONS OFFERED AT THE ACCREDITED PENN MEDICINE DIABETES EDUCATION CENTERS, INCLUDING PENNSYLVANIA HOSPITAL. PRIMARY AND PREVENTIVE CARE NAVIGATION AND ACCESS THE PENN CENTER FOR COMMUNITY HEALTH WORKERS IMPACT PROGRAM IS A STANDARDIZED, SCALABLE COMMUNITY HEALTH WORKER (CHW) PROGRAM IN WHICH PENN MEDICINE HIRES, TRAINS, AND DEPLOYS TRUSTED LAYPEOPLE FROM LOCAL COMMUNITIES TO HELP PATIENTS ADDRESS THE SOCIAL DETERMINANTS OF HEALTH, INCLUDING FOOD, HOUSING, TRANSPORTATION, AND CHRONIC DISEASE PREVENTION. THE PROGRAM HAS BEEN DELIVERED TO NEARLY 10,000 HIGH-RISK PATIENTS AND PROVEN IN THREE RANDOMIZED CONTROLLED TRIALS TO IMPROVE CHRONIC DISEASE CONTROL, MENTAL HEALTH, AND QUALITY OF CARE WHILE REDUCING TOTAL HOSPITAL DAYS BY 65 PERCENT. THE UNITED COMMUNITY CLINIC (UCC), HOUSED IN THE NEW RIVER CHURCH, HAS BEEN A CORNERSTONE OF PREVENTATIVE CARE IN WEST PHILADELPHIA FOR NEARLY 25 YEARS. LED BY MEDICAL STUDENTS AND FACULTY FROM THE PERELMAN SCHOOL OF MEDICINE, THE UCC HAS CONSISTENTLY EVOLVED TO MEET THE NEEDS OF ITS COMMUNITY. IN THE LAST TWO YEARS, PENN MEDICINE AND UCC HAVE EXPANDED THEIR SERVICES TO SOUTHWEST PHILADELPHIA, ANOTHER MEDICALLY UNDERSERVED COMMUNITY. UCC CLINICIANS ADDRESS A WIDE RANGE OF HEALTH NEEDS FROM ROUTINE CHECK-UPS AND DIABETES MANAGEMENT TO TREATING COMMON ILLNESS AND PROVIDING X-RAYS FOR INJURIES. OVER THE PAST YEAR, UCC HAS TREATED 158 PATIENTS ACROSS TWO COMMUNITY CLINIC LOCATIONS. THE CLINIC ALSO ASSISTS PATIENTS IN FINDING INSURANCE TO ENSURE THEY HAVE CONTINUED ACCESS TO NECESSARY MEDICAL SERVICES IN THE FUTURE. PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH PARTNERSHIP: THE DIVISION OF GENERAL INTERNAL MEDICINE FACULTY AND RESIDENTS PROVIDE PRIMARY CARE AT TWO OF THE CITY'S AMBULATORY HEALTH CENTERS IN WEST PHILADELPHIA. THIS UNIQUE PARTNERSHIP INCREASES THE POOL OF PRIMARY CARE PROVIDERS WHO ARE ABLE TO SERVE PHILADELPHIA RESIDENTS, REGARDLESS OF INSURANCE STATUS OR THEIR ABILITY TO PAY. FEDERALLY QUALIFIED HEALTH CENTER (FQHC) PRENATAL CARE PARTNERSHIP: THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH FACULTY AND RESIDENTS PROVIDE PRENATAL CARE AT FOUR LOCAL WEST PHILLY FQHCS AND THESE PATIENTS DELIVER ON THE FAMILY MEDICINE SERVICE AT OUR UNIVERSITY HOSPITAL. THIS INNOVATIVE MODEL OF CARE EXPANDS ACCESS TO HIGH QUALITY PRIMARY CARE, ENSURES CONTINUITY OF CARE, AND IMPROVES HEALTH OUTCOMES. PERELMAN SCHOOL OF MEDICINE COMMUNITY CLINICS: PENN MEDICINE PHYSICIANS AND STAFF PROVIDE PRIMARY AND SPECIALTY CARE ACCESS IN A NETWORK OF COMMUNITY-BASED, STUDENT-LED CLINICS IN MEDICALLY UNDERSERVED COMMUNITIES THROUGHOUT PHILADELPHIA. THESE CLINICS PROVIDE SUPPORT TO COMMUNITIES THAT FACE SIGNIFICANT ACCESS BARRIERS TO CARE. FORM 990, PART III, LINE 4A & 4B (CONT.) SPECIALTY CARE NAVIGATION AND ACCESS THE PENN CENTER FOR SURGICAL HEALTH (CSH) AIMS TO CREATE SUSTAINABLE INFRASTRUCTURE FOR ACCESS TO HIGH-QUALITY, COST-CONSCIOUS SURGICAL CARE BEFORE IT BECOMES AN EMERGENCY. CSH PAIRS PATIENTS WITH A PERSONAL PATIENT NAVIGATOR (PPN)-TYPICALLY A MEDICAL STUDENT WHO HAS UNDERGONE CHS'S PPN TRAINING PROGRAM-TO HELP PATIENTS THROUGH OBTAINING INSURANCE OR OTHER FUNDING AND UNDERSTANDING AND NAVIGATING FROM PREOPERATIVE THROUGH TO POSTOPERATIVE CARE. SINCE ITS INCEPTION IN FALL 2021, THE CSH HAS PROVIDED MORE THAN 1,000 PATIENT REFERRALS, FACILITATED TRANSPORTATION TO SURGERIES FOR 333 PATIENTS, AND HELPED 180 PATIENTS GET ACCESS TO CARE THAT WOULD OTHERWISE BE OUT OF REACH. PENN MEDICINE IS ACTIVELY WORKING TO DECENTRALIZE CANCER SCREENINGS AND BRING CANCER CARE TO COMMUNITIES BY ENABLING ACCESS TO PREVENTATIVE CARE OUTSIDE OF HOSPITALS IN THE COMMUNITIES THAT NEED THEM MOST. THROUGH COLLABORATIVE EFFORTS, LIKE THE PARTNERSHIP BETWEEN ENON TABERNACLE BAPTIST CHURCH AND THE ABRAMSON CANCER CENTER, PENN MEDICINE HAS PROVIDED AT-HOME COLORECTAL CANCER SCREENING KITS AT COMMUNITY EVENTS AND DRIVE-THROUGHS, COUPLED WITH NAVIGATION SUPPORT FOR FOLLOW-UP CARE. SIMILARLY, THE PENN MEDICINE BREAST HEALTH INITIATIVE HAS DELIVERED FREE BREAST CANCER SCREENINGS AND BREAST HEALTH EDUCATION, AMONG OTHER SUPPORT SERVICES THAT HAVE REACHED MORE THAN 3,000 UNINSURED AND UNDERINSURED WOMEN IN THE REGION SINCE 2014. VIOLENCE PREVENTION AND INTERVENTION DEEPLY ROOTED WAS LAUNCHED IN 2022 BY THE PENN URBAN HEALTH LAB AS A COMMUNITY-ACADEMIC COLLABORATIVE. WITH A $6 MILLION INVESTMENT FROM PENN MEDICINE AND CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP), THE COLLABORATIVE HAS CLEANED AND GREENED MORE THAN 700 VACANT LOTS, PLANTED MORE THAN 820 TREES, AND BUILT MINIPARKS DESIGNED BY THE COMMUNITY. THE PROGRAM HAS ALSO AWARDED MULTIPLE MICRO-GRANTS FOR RESIDENT-LED PROJECTS THAT SUPPORT VACANT LOT CLEANUPS, COMMUNITY SPACE PROGRAMMING, JOB TRAINING, EDUCATION, AND MORE. THESE EFFORTS ARE BACKED BY PENN MEDICINE RESEARCH THAT SHOWS GREENING VACANT SPACES REDUCES VIOLENT CRIME, IMPROVES MENTAL HEALTH AND HAS VARIOUS OTHER POSITIVE IMPACTS ON HEALTH OUTCOMES. THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM IS A HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAM (HVIP) THAT PROVIDES SURVIVORS OF VIOLENT INJURIES WITH PSYCHOSOCIAL SUPPORT AND WRAPAROUND SERVICES TO PROMOTE THEIR HOLISTIC HEALING. THE PROGRAM IS MADE UP OF PENN PRESBYTERIAN MEDICAL CENTER (PPMC) EMPLOYEES WHO WORK ALONGSIDE PENN MEDICINE TRAUMA TEAMS TO IMPROVE CARE AND OUTCOMES FOR INJURED PATIENTS. TO DATE, THE PROGRAM HAS ENROLLED 80 PATIENTS, PROVIDED 363 PATIENTS WITH BEDSIDE COUNSELING, AND MADE 143 REFERRALS TO COMMUNITY SERVICES AND RESOURCES. PENN TRAUMA VIOLENCE RECOVERY PROGRAM LEADERS HAVE ALSO ESTABLISHED A FUND TO MEET PROGRAM PARTICIPANT'S BASIC NEEDS, FROM TRANSPORTATION COSTS TO FOOD AND OTHER NECESSITIES. ADVANCING MATERNAL HEALTH NEW AND EXPECTANT MOTHERS IN THE UNITED STATES ARE MORE LIKELY TO DIE THAN THOSE IN ANY OTHER DEVELOPED COUNTRY IN THE WORLD. MORE THAN 80 PERCENT OF THESE DEATHS ARE PREVENTABLE. TO ENSURE INCLUSIVE CARE FOR EVERY MOTHER, PENN MEDICINE HAS DEVELOPED A UNIFIED SYSTEM-WIDE EFFORT TO REDUCE MATERNAL HEALTH DISPARITIES THROUGH FACULTY RESEARCH, COMMUNITY ENGAGEMENT, AND A BROAD ARRAY OF QUALITY IMPROVEMENTS AND INNOVATIONS IN PATIENT CARE. ONE SUCH INNOVATION, THE HEART SAFE MOTHERHOOD REMOTE BLOOD PRESSURE MONITORING PROGRAM, WAS IMPLEMENTED TO HELP POSTPARTUM MOTHERS MANAGE HIGH BLOOD PRESSURE FROM HOME VIA TEXT MESSAGES, REDUCING THE NEED FOR IN-OFFICE VISITS. IN THE 2023 FISCAL YEAR, HEART SAFE MOTHERHOOD RECEIVED MORE THAN 250,000 PATIENT-REPORTED BLOOD PRESSURE READINGS, RESULTING IN A 50 PERCENT REDUCTION IN 6-MONTH READMISSIONS FOR MOTHERS WITH BLOOD PRESSURE-RELATED CONDITIONS. HEART SAFE MOTHERHOOD IS NOT ONLY STANDARD OF CARE FOR AT-RISK PATIENTS IN ALL PENN MEDICINE BIRTHING HOSPITALS, BUT HAS EXPANDED TO SEVERAL OTHER PHILADELPHIA HOSPITALS OUTSIDE OF PENN. PENN MEDICINE'S APPROACH TO MATERNAL HEALTH INVOLVES INTERVENTIONS AT EVERY STAGE IN THE CONTINUUM OF MATERNAL CARE, FROM PREGNANCY AND DELIVERY, THROUGH THE FIRST FEW WEEKS POSTPARTUM, AS WELL AS AFTER AND IN BETWEEN PREGNANCIES. THIS COMPREHENSIVE APPROACH RESULTED IN A 30 PERCENT REDUCTION IN MATERNAL MORBIDITY-HEALTH PROBLEMS RESULTING FROM PREGNANCY AND CHILDBIRTH-IN THE FIRST YEAR ALONE. FOOD SECURITY THE FOOD ACCESS SUPPORT TECHNOLOGY (FAST) PROGRAM ADDRESSES THE NEEDS OF FOOD-INSECURE RESIDENTS IN PHILADELPHIA WHOSE LACK OF ACCESS TO NUTRITIOUS FOOD EXACERBATES CHRONIC HEALTH CONDITIONS WITH A DIGITAL PLATFORM THAT ENABLES HEALTH SYSTEMS, COMMUNITY-BASED ORGANIZATIONS, AND SMALL BUSINESSES TO IMPROVE FOOD DELIVERY TO UNDERSERVED POPULATIONS IN THE REGION. THE PROGRAM HAS SUCCESSFULLY PROVIDED THOUSANDS OF MEALS TO FAMILIES IN NEED SINCE THE APP LAUNCHED IN 2021. THE HUP HARVEST FOOD PANTRY BEGAN IN MAY 2020, SHORTLY AFTER THE ONSET OF THE COVID-19 PANDEMIC. CREATED AND LED BY HUP NURSING STAFF, AND WITH GUIDANCE FROM HOSPITAL NUTRITION PROFESSIONALS, PANTRY VOLUNTEERS ASSEMBLE BAGS OF FOOD TO FEED A FAMILY OF FOUR FOR A DAY. BAGS ARE DISTRIBUTED EVERY WEDNESDAY. MANY RECIPIENTS ARE PENN MEDICINE EMPLOYEES, WHO MAY RECEIVE ONE BAG OF FOOD WITH NO QUESTIONS ASKED. HUP FOOD PANTRY PARTNERS WITH PHILABUNDANCE TO RECEIVE A MINIMUM OF 500 POUNDS OF FOOD EACH WEEK. IN OCTOBER 2020, THE PANTRY CEMENTED RELATIONSHIPS WITH THE PENN FOOD AND WELLNESS COLLABORATIVE AND STARTED RECEIVING PRODUCE FROM PENN FARM. THE PROGRAM AGAIN EXPANDED IN DECEMBER 2021, OFFERING BAGS OF FOOD TO FOOD-INSECURE, DIABETIC PRENATAL AND POSTPARTUM PATIENTS AT PENN'S HELEN O. DICKENS CENTER FOR WOMEN'S HEALTH.IN THIS PAST YEAR, PENN MEDICINE EXPANDED THE HUP PANTRY PROGRAM TO THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE, WHICH SERVES WEST AND SOUTHWEST PHILADELPHIA. TO DATE, 14,160 CLIENTS HAVE BEEN SERVED WITH 163,210 POUNDS OF FOOD AND THE HELP OF 762 VOLUNTEER HOURS. ADDRESSING A WIDE ARRAY OF SOCIAL DETERMINANTS OF HEALTH THE SOCIAL NEEDS RESPONSE TEAM (SNRT) ADDRESSES THE SOCIOECONOMIC CHALLENGES OF UNDERSERVED PATIENT POPULATIONS. BY CONDUCTING SURVEYS THAT IDENTIFY ISSUES LIKE FOOD AND HOUSING INSECURITY, SNRT CONNECTS PATIENTS WITH COMMUNITY RESOURCES BOTH DURING THEIR TREATMENT AND AFTER DISCHARGE FROM CARE AT PENN MEDICINE. SINCE IT BEGAN, SNRT HAS RECEIVED OVER 1,000 REFERRALS, WITH FOOD ASSISTANCE, HOUSING, AND EMPLOYMENT AMONG THE COMMUNITY'S PRIMARY NEEDS. THE PENN MEDICINE CARES GRANT PROGRAM WAS CREATED TO PROVIDE INSTITUTIONAL SUPPORT FOR INITIATIVES THAT ADDRESS COMMUNITY HEALTH NEEDS WHILE RECOGNIZING THE VOLUNTEER EFFORTS OF EMPLOYEES AND MEDICAL STUDENTS. SINCE ITS INCEPTION IN 2012, THE PROGRAM HAS FUNDED 1,200 SERVICE PROJECTS ACROSS THE PENN MEDICINE SERVICE AREA. THESE INITIATIVES HAVE INCLUDED PROGRAMS AT COMMUNITY CENTERS, FARMERS' MARKETS, AND PLACES OF WORSHIP, BENEFITING COMMUNITIES FROM PHILADELPHIA, LANCASTER, AND CHESTER COUNTIES TO NEW JERSEY'S SUBURBS AND SHORE AREAS. TO DATE, NEARLY $1.25 MILLION HAS BEEN AWARDED TO SUPPORT VOLUNTEERISM AND PROJECTS THAT AIM TO IMPROVE HEALTH, WELLNESS, AND REDUCE HEALTH DISPARITIES IN UNDERSERVED COMMUNITIES. IN OCTOBER 2024, PENN MEDICINE ANNOUNCED AN INCREASE IN ANNUAL FUNDING FOR THE CARES PROGRAM, FURTHER EXPANDING ITS POTENTIAL FOR FUTURE IMPACT. FORM 990, PART III, LINE 4A & 4B (CONT.) UPHS HOSPITALS OUTSIDE PHILADELPHIA PENN MEDICINE LANCASTER GENERAL HEALTH (LG HEALTH) IS AN 805-LICENSED BED HEALTH SYSTEM WITH A COMPREHENSIVE NETWORK OF CARE ENCOMPASSING FOUR HOSPITALS, 22 OUTPATIENT CENTERS, AND MORE THAN 60 PRIMARY CARE, MEDICAL AND SURGICAL SPECIALTY PRACTICES. LG HEALTH'S LEGACY OF COMMITMENT TO OUR COMMUNITY BEGAN IN 1893, WITH THE FOUNDING OF LANCASTER GENERAL HOSPITAL (LGH) IN A THREE-STORY BRICK RESIDENCE IN DOWNTOWN LANCASTER. TODAY OUR MORE THAN 9,700 EMPLOYEES SERVE LANCASTER COUNTY AND THE SURROUNDING REGION - A POPULATION OF NEARLY 935,000 PEOPLE - WITH A MISSION TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. LG HEALTH OFFERS OUR REGION THE HIGHEST QUALITY OF CARE THROUGH COMPREHENSIVE SERVICES AND ADVANCED TECHNOLOGIES, WHILE MAINTAINING A PRIMARY FOCUS ON WELLNESS AND PREVENTION. OUR NINE MAJOR SERVICE LINES INCLUDE CARDIOVASCULAR; ORTHOPEDICS; CANCER; WOMEN'S HEALTH, DIGESTIVE HEALTH, GENERAL AND BARIATRIC SURGERY; PEDIATRICS; NEUROSCIENCES; BEHAVIORAL HEALTH; AND GENERAL MEDICINE. LG HEALTH'S COMMITMENT TO THE COMMUNITY EXTENDS BEYOND DELIVERING EXCEPTIONAL HEALTH CARE. WE ARE GOVERNED BY A VOLUNTEER BOARD OF LOCAL BUSINESS AND COMMUNITY LEADERS AND SUPPORTED BY PHILANTHROPIC INVESTMENTS FROM GENEROUS COMMUNITY MEMBERS THROUGH OUR LG HEALTH FOUNDATION. WE PARTNER WITH COMMUNITY ORGANIZATIONS ON SPECIFIC STRATEGIES AND PROGRAMS THAT IMPROVE OVERALL COMMUNITY HEALTH, WHICH INCLUDE INVESTING MORE THAN $50 MILLION OVER THE NEXT 10 YEARS TO REMOVE LEAD PAINT IN HOMES WITH YOUNG CHILDREN, AND INCREASING ACCESS TO HEALTHY FOOD AND NUTRITION EDUCATION. PENN MEDICINE PRINCETON HEALTH IS ONE OF THE MOST COMPREHENSIVE HEALTHCARE SYSTEMS IN NEW JERSEY, FEATURING A REGIONALLY RANKED HOSPITAL, INPATIENT AND OUTPATIENT BEHAVIORAL HEALTHCARE, IN-HOME NURSING, HOSPICE CARE, REHABILITATION, PRIMARY AND SPECIALTY PROVIDER PRACTICES, AMBULATORY SURGERY, AND WELLNESS SERVICES. AT PRINCETON HEALTH, OUR MEDICAL STAFF AND EMPLOYEES ARE DEDICATED TO ENSURING PATIENT SAFETY AND PROVIDING EXCEPTIONAL CARE EVERY DAY. PRINCETON HEALTH COMMUNITY WELLNESS DELIVERS CPR AND FIRST-AID TRAINING TO AREA HEALTHCARE PROFESSIONALS AS WELL AS A DYNAMIC CURRICULUM OF INNOVATIVE HEALTH- AND LIFESTYLE-RELATED PROGRAMS, SCREENINGS, AND SUPPORT SERVICES AT LITTLE OR NO COST TO COMMUNITY MEMBERS OF ALL AGES. COMMUNITY WELLNESS PROVIDES APPROXIMATELY 2,000 PROGRAMS, SERVING TENS OF THOUSANDS OF PEOPLE, EACH YEAR. CHESTER COUNTY HOSPITAL IS A 329-BED INPATIENT COMPLEX IN WEST CHESTER, PA. ITS OUTPATIENT SERVICES EXTEND TO SATELLITE LOCATIONS IN NEARBY EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE. CHARTERED IN 1892, THE HOSPITAL HAS SERVED CHESTER COUNTY AND ITS SURROUNDING COMMUNITIES FOR MORE THAN 130 YEARS. CURRENTLY, CHESTER COUNTY HOSPITAL OFFERS AN ARRAY OF INPATIENT AND OUTPATIENT MEDICAL AND SURGICAL SERVICES, INCLUDING INTERVENTIONAL HEART AND VASCULAR SERVICES, OPEN HEART SURGERY, ADVANCED SPINE SURGERY, GENERAL, ORTHOPAEDIC, AND ONCOLOGY SURGERY, ONCOLOGY, RADIATION ONCOLOGY, AND COMPREHENSIVE MATERNAL/INFANT HEALTH SERVICES. THE HOSPITAL ALSO OFFERS HOME HEALTH AND HOSPICE CARE; OCCUPATIONAL AND EMPLOYEE HEALTH CARE; PROFESSIONAL AND TECHNICAL EDUCATION; OUTPATIENT LABORATORY; RADIOLOGY AND PHYSICAL THERAPY SERVICES; PRENATAL CARE AND GYNECOLOGICAL CARE FOR ALL WOMEN, INCLUDING THE UNDERSERVED; AND CARDIOPULMONARY REHABILITATION. TRUE TO ITS COMMITMENT TO PROVIDING WAYS FOR PEOPLE TO MAINTAIN A HEALTHY LIFE, CHESTER COUNTY HOSPITAL OFFERS A BROAD SCOPE OF HIGH-QUALITY HEALTH EDUCATION PROGRAMS TO THE COMMUNITY. PHYSICIAN LECTURES ALLOW PEOPLE TO MEET THE MEDICAL STAFF AND LEARN ABOUT IMPORTANT HEALTH CONCERNS. A WIDE VARIETY OF WELLNESS PROGRAMS AND SERVICES THAT ADDRESS SPECIFIC LIFE CYCLE NEEDS AND CHRONIC HEALTH CONDITIONS ARE ALSO REGULARLY AVAILABLE. CARDIOVASCULAR, CANCER, BLOOD PRESSURE, OSTEOPOROSIS, AND OTHER SCREENINGS ARE OFFERED THROUGHOUT THE YEAR TO HELP IDENTIFY RISKS AT AN EARLY STAGE. SUPPORT GROUPS OFFER INDIVIDUALS WITH SPECIFIC HEALTH CONDITIONS THE OPPORTUNITY TO SHARE THEIR EXPERIENCES WITH OTHERS AND LEARN FROM AN EXPERIENCED PROFESSIONAL ABOUT HOW TO MANAGE AND COPE WITH HEALTH PROBLEMS. TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://COMMUNITYIMPACT.PENNMEDICINE.ORG/ -------------------- FORM 990, PART IV, LINE 28 & FORM 990, SCHEDULE L, PART IV BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. -------------------- FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PWC US TAX LLP ("PWC"), ON APPROXIMATELY MARCH 15TH OF THE FILING YEAR AND IS REVIEWED BY THE EXECUTIVE ASSOCIATE COMPTROLLER AND THEIR STAFF. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE EXECUTIVE ASSOCIATE COMPTROLLER AND THEIR STAFF TO DISCUSS AND FINALIZE THE FORM. A "FINAL" DRAFT COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE AUDIT AND COMPLIANCE COMMITTEE PRIOR TO THE FILING DEADLINE. THE FINAL COPY OF THE FEDERAL FORM 990 IS POSTED TO THE TRUSTEES' WEBSITE FOR DISTRIBUTION AND REVIEWED BY ALL TRUSTEES PRIOR TO THE ACTUAL FILING DEADLINE. -------------------- FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED, BUT NOT REQUIRED TO, COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (6) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ---------------------- FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND THEIR DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIALLY DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY) MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. -------------------- FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO THE PUBLIC GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE AT: HTTP://WWW.ARCHIVES.UPENN.EDU UNDER UNIVERSITY RECORDS CENTER. FORM 1023 - SINCE THE UNIVERSITY HAS BEEN IN EXISTENCE SINCE 1740, THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, ITS IRC SECTION 501(C)(3) TAX-EXEMPT STATUS IS GRANDFATHERED BY THE IRS. CONFLICT OF INTEREST POLICIES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT: HTTP://WWW.UPENN.EDU/OACP/ UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - THE UNIVERSITY'S ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT FOR FINANCE AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEB SITE AT: HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER FINANCIAL REPORTS. -------------------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS PENSION & OTHER POSTRETIREMENT PLAN ADJ. $(205,402,000) ------------ TOTAL $(205,402,000) -------------------- UNIV OF PENN (HK) FND LIMITED ROOM 8 7/F K WAH CENTRE JAVA RD HONG KONG HK 981062727 CHARITY HK 220908 3157754 TRUSTEES UNIV OF PENN USA FOUNDATION LTD 19 NORCOTT ROAD LONDON ENGLAND UK N167EJ 980387770 CHARITY UK -1884847 909830 TRUSTEES TRUSTEES OF THE UNIV OF PENN LTD 244G ROOM 103 UB MAIN CAMPUS GABORNE BC EDUCATION BC -121108 408085 TRUSTEES AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER PA 17601 231352572 HOME HEALTH PA 501(c)(3) 10 LG HEALTH true CARL V S PATTERSON IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH PA 15212 236415355 SUPPORT TRUST PA 4947(A)(1) N/A NA false CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER PA 19380 230469150 HEALTHCARE PA 501(C)(3) 3 CCH&HS true CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER PA 19380 264233321 MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES true CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 10 TRUSTEES true HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA PA 19104 843379653 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES true LAISE CA TUW FBO UNIV OF PENN 3451 WALNUT STREET SUITE 305 PHILADELPHIA PA 19104 823434615 SUPPORT TRUST PA 4947(A)(1) N/A NA true LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES true LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA PA 17512 230485650 FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL true LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER PA 17602 205767147 FUNDRAISING PA 501(C)(3) 7 NA false LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER PA 17602 204943109 HEALTHCARE PA 501(C)(3) 3 LG HEALTH true LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER PA 17602 231365353 HEALTHCARE PA 501(C)(3) 3 LG HEALTH true LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG PA 17520 232777286 HEALTHCARE PA 501(C)(3) 3 LG HEALTH true MORRIS EST LYDIA T DECD TW 6325 S RAINBOW BLVD STE 300 LAS VEGAS NV 89118 236210940 SUPPORT TRUST NV 501(C)(3) 12, III-FI NA false NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER PA 19380 232324782 NURSING PA 501(C)(3) 12, I CCH&HS true NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER PA 19380 232324787 HEALTH SRVCS PA 501(C)(3) 10 CCH&HS true NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER PA 19380 231352243 NURSING PA 501(C)(3) 7 CCH&HS true OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA PA 19104 231986931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES true PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA PA 19104 232422635 HEALTHCARE PA 501(c)(3) 3 PMC true PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK NY 10036 232726687 CLUB NY 501(c)(7) N/A NA false PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES true PENNSYLVANIA COLLEGE OF HEALTH SCIENCES 850 GREENFIELD ROAD LANCASTER PA 17601 061645496 HEALTH EDU PA 501(C)(3) 2 LG HOSPITAL true PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 311538725 HEALTHCARE PA 501(C)(3) 3 TRUSTEES true PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT ORG PA 501(c)(3) 12, I NA false PHOENIXVILLE HOSPITAL OF UPHS 3001 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19104 232901089 SUPPORT ORG PA 501(c)(3) 3 TRUSTEES true PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232810852 HEALTHCARE PA 501(c)(3) 3 TRUSTEES true PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222842773 HOMECARE SVCS NJ 501(C)(3) 3 PHCS HOLDING true PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 264203938 HEALTHCARE NJ 501(C)(3) 10 PHCS HOLDING true PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 210635009 HEALTHCARE NJ 501(C)(3) 3 PHCS HOLDING true PRINCETON HEALTHCARE SYSTEM FDN INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222225911 SUPPORT PHCS NJ 501(C)(3) 7 PHCS HOLDING true PRINCETON HLTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223493256 SUPPORT ORG NJ 501(C)(3) 12, I TRUSTEES true PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 220022702 REAL ESTATE NJ 501(C)(2) N/A PHCS HOLDING true THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA PA 19102 810550464 BUS. 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