2026-05-13T15:18:33-05:00 2025-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-07-01 231476328 The Magee Memorial Hospital for Convalescents % RONALD C KELLER CPA MAGE 2155873000 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 MICHAEL HARRINGTON EVP/CFO 2155873332 2026-05-12 true true Scott J Mariani P00642486 2155462140 2025-06-30 2024 2025-03-06 01:10:19Z MAGEE REHABILITATION HOSPITAL Dixieanne P James 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 86076317 false X MAGEEREHAB.JEFFERSONHEALTH.ORG X 1958 PA TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH DISABILITIES BY PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES. 11 9 816 48 0 0 3988323 3660759 67996399 75741071 1421418 6070756 563849 603731 73969989 86076317 0 0 0 0 57626050 57741616 0 0 151971 21349212 24887153 78975262 82628769 -5005273 3447548 244793356 256493903 49390603 50888436 195402753 205605467 X THE MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS' MISSION IS TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH DISABILITIES BY PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 71437931 0 75741071 EXPENSES INCURRED IN PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 71437931 true true false true false false false false false true true false true true true false false true false false false false false false false false true true false false true false false false false false true false false false false false false false true true true false false true X 39 0 true 816 true false false false false false false false false false false false false X 11 9 false true true false true true true true true false false true true true true true true true true false PA X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X GUY W FRIED MD SVP MED AFF/CMO 55.0 0.0 X 634184 0 33576 JEFFREY HOAG MD TRUSTEE 55.0 0.0 X 0 531570 38316 BRIAN T KUCER MD MED DIR - BRAIN INJURY 55.0 0.0 X 445798 0 42575 ROBERT KAUTZMAN EDD MSRN SVP NURSING & COO 55.0 0.0 X 326035 0 20161 JOSHUA LEVIN DO PHYSIATRIST 55.0 0.0 X 324266 0 20294 MARY M HESS ASSOC DEAN-STUD. AFF. & PROF 55.0 0.0 X 18015 257561 43132 BARBARA J BROWNE MD MED DIRECTOR - STROKE REHAB 55.0 0.0 X 304077 0 10961 JEANNE GALLAGHER DOHERTY ASST. MED DIRECTOR 55.0 0.0 X 264391 0 10227 THOMAS S BROWN ESQ CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 TRENYA N GARNER MPA TRUSTEE 5.0 0.0 X 0 0 0 HERMAN W GOLDNER TRUSTEE 5.0 0.0 X 0 0 0 LISA HAAS ESQ TRUSTEE 5.0 0.0 X 0 0 0 THOMAS P HILL JR TRUSTEE 5.0 0.0 X 0 0 0 CAROL HUNT CPA CPFO TRUSTEE 5.0 0.0 X 0 0 0 DIXIEANNE P JAMES TRUSTEE - PRESIDENT 55.0 0.0 X X 0 0 0 LYNNE SAMSON TRUSTEE 5.0 0.0 X 0 0 0 RANDALL L SCOTT TRUSTEE 5.0 0.0 X 0 0 0 JOHN SPAGNOLA TRUSTEE 5.0 0.0 X 0 0 0 WILLIAM CONRAD TRUSTEE; EX-OFFICIO(TERM 4/25) 5.0 0.0 X 0 0 0 THOMAS J MARCHOZZI MBA CPA TREASURER (EFF 2/25) 60.0 0.0 X 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 0 0 JOHN P MORDACH TREASURER (TERM 2/25) 60.0 0.0 X 0 0 0 2316766 789131 219242 170 false true false THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 CORPORATE SERVICES 11910838 ARAMARK PO BOX 7247-0342 PHILADELPHIA PA 191700342 CATERING 369683 AMBULNZ NJ-PA LLC 35 W 35TH STreet 5TH FLOOR NEW YORK NY 10001 MEDICAL TRANSPORT 324847 CLEAN TECH OF PHILADELPHIA INC PO BOX 506 CONSHOHOCKEN PA 194280506 cleaning SERVICES 294118 AVANTE LANGUAGE SERVICES INC 452 NORTH EASTON ROAD GLENSIDE PA 19038 TRANSLATION SERVICES 278605 10 3660759 3660759 NET PATIENT SERVICE REVENUE 622310 74491324 74491324 OTHER HEALTHCARE RELATED REVENUE 622310 1249747 1249747 75741071 233959 233959 0 0 331787 331787 0 331787 331787 5836797 5836797 5836797 5836797 0 0 0 0 0 0 0 0 0 CAFETERIA/VENDING REVENUE 722210 271944 271944 271944 86076317 75741071 6674487 0 0 0 0 1013956 1013956 0 43823864 39083126 4596770 143968 2770457 2488961 281496 6407904 5758447 649457 3725435 3349767 375668 0 107908 107908 25355 25355 11230 11230 0 19251 19251 7966579 5378484 2581241 6854 275972 4060 271887 25 627092 443897 182071 1124 1121725 103578 1018147 0 1435322 1145373 289949 115828 88607 27221 0 146445 139075 7370 1640010 1515726 124284 0 3469299 3459492 9807 2152711 2152711 MA MODERNIZATION 2458183 2458183 MEDICAL SUPPLIES 2007751 1944081 63670 FOOD & RELATED PRODUCTS 419446 413337 6109 DUES & SUBSCRIPTIONS 357524 277969 79555 529522 188620 340902 82628769 71437931 11038867 151971 X 103469 701497 8218911 0 1266099 1296202 15504296 13640645 0 0 0 0 0 0 274191 273280 169912 158007 93387595 26750617 68415029 66636978 0 0 0 0 137836243 147373954 4300000 4300000 8705206 22113340 244793356 256493903 6926008 6031688 0 0 0 0 0 0 0 0 0 0 0 234122 0 0 42464595 44622626 49390603 50888436 X 125179104 128446241 70223649 77159226 195402753 205605467 244793356 256493903 X 3447548 -180412 6935578 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 11230 11230 false 0 SCHEDULE C, PART II-B, LINES 1I DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION PAID AN INDEPENDENT OUTSIDE LOBBYING FIRM A TOTAL OF $2,100 FOR LOBBYING ON A FEDERAL, STATE AND LOCAL LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS IMPACTING THE HOSPITAL, ITS PATIENTS AND SURROUNDING COMMUNITY. IN ADDITION, THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA, THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION AND THE REHABILITATION AND COMMUNITY PROVIDERS ASSOCIATION WHICH EACH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $9,130 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. 69745177 13457703 6778914 3136445 86845349 66304402 6153383 2712608 69745177 61938169 4366233 66304402 31641470 36142215 -5845516 61938169 25915322 5726148 31641470 0.64320 0.35680 false true true 12860000 12860000 61945897 15092738 46853159 610685 451945 158740 16979483 11155047 5824436 991530 50887 940643 66636978 SHORT-TERM INVESTMENTS 13756615 F LONG-TERM INVESTMENTS 87443419 F ASSETS HELD BY AFFILIATED FDN. 46173920 F 147373954 INSURANCE RECOVERABLE 2951000 DUE FROM AFFILIATES 11165593 OTHER ASSESTS 106715 RIGHT OF USE ASSET 2318769 NET PENSION ASSET 5571263 22113340 0 RIGHT OF USE LIABILITY 2391434 TJU OBLIGATED GROUP LIABILITY 38384605 ACCRUED PROFESSIONAL LIAB. CLAIMS 623000 ACCRUED WORKERS COMPENSATION CLAIMS 537266 OTHER LIABILITIES 2686321 44622626 SCHEDULE D, PART V; QUESTION 4 ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2025, AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,500 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW CONTRIBUTIONS TO ENDOWMENT AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE HISTORICAL VALUE OF THESE FUNDS WERE $31.8 MILLION AND $38.5 MILLION AS OF JUNE 30, 2025 AND 2024, RESPECTIVELY. THE CURRENT VALUE OF THESE FUNDS ARE $30.5 MILLION AND $36.3 MILLION AS OF JUNE 30, 2025 AND 2024, RESPECTIVELY. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). INSTEAD, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJU'S ENDOWMENT FUNDS. THE PENNSYLVANIA ACT PERMITS A NONPROFIT ORGANIZATION TO ADOPT AN APPROPRIATION POLICY DESIGNED TO PRESERVE THE LONG-TERM REAL VALUE INVESTMENTS. CONSISTENT WITH THE PENNSYLVANIA ACT, TJU'S INVESTMENT POLICY OBJECTIVES ARE TO PROVIDE SUFFICIENT SPENDABLE INCOME TO MEET CURRENT AND FUTURE BUDGETARY REQUIREMENTS WHILE PROTECTING THE PURCHASING POWER OF ENDOWMENT ASSETS. FOR BOTH 2025 AND 2024, TJU CALCULATED SPENDABLE INCOME FOR ENDOWMENT FUNDS AT 7% OF A ROLLING THREE-YEAR AVERAGE. true true X true X true X 500. true true false false 17468708 13814501 3654207 0.04420 17468708 13814501 3654207 0.04420 943689 485825 457864 0.00550 943689 485825 457864 0.00550 18412397 14300326 4112071 0.04970 true 613716 199279 13171482 14073425 -901943 X true true 1 1 MAGEE REHABILITATION HOSPITAL 1513 RACE STREET PHILADELPHIA PA 191021177 MAGEEREHAB.JEFFERSONHEALTH.ORG 135301 X MAGEE REHABILITATION HOSPITAL 1 false false true X X X X X X X X X 24 true true true true X MAGEEREHAB.JEFFERSONHEALTH.ORG X true 24 true MAGEEREHAB.JEFFERSONHEALTH.ORG false true X 200. 500. X X X X X true true X X X true X MAGEEREHAB.JEFFERSONHEALTH.ORG X MAGEEREHAB.JEFFERSONHEALTH.ORG X SEE ABOVE X X X X X X true X false X X X X false X X false false SCHEDULE H, PART V, SECTION B, QUESTION 5 FOR THE 2025 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT ("RCHNA"), THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END THE MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS ("MAGEE") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE CHANGING COMMUNITY LANDSCAPES. IN RESPONSE, THE 2025 RCHNA IS EXPLICITLY GROUNDED IN AN APPROACH THAT SEEKS TO ADVANCE HEALTH EQUITY AND AUTHENTIC COMMUNITY ENGAGEMENT. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS. FOR ALL DISCUSSIONS HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 30 FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL 5 COUNTIES. TWO SESSIONS FACILITATED IN PARTNERSHIP WITH SEAMAAC TO ENGAGE LATINE AND ASIAN POPULATIONS. 15 FOCUS GROUPS CAPTURING INSIGHTS FROM YOUTH ACROSS ALL COUNTIES. 10 DISCUSSIONS WITH COMMUNITY ORGANIZATIONS AND GOVERNMENT AGENCIES ON KEY TOPICS, SUCH AS HEALTH AND SOCIAL SERVICES INTEGRATION, AGING, PRIMARY CARE ACCESS, MATERNAL HEALTH, CARING FOR UNINSURED AND UNDOCUMENTED POPULATIONS, CULTURALLY APPROPRIATE MENTAL HEALTH CARE, HOUSING, AND THE PA 211 REFERRAL SYSTEM. 10 DISCUSSIONS ON SPECIFIC HEALTH CONCERNS, INCLUDING CANCER CARE, VISION CARE, DISABILITIES, AND MATERNAL HEALTH. 15 INTERVIEWS WITH SUBJECT MATTER EXPERTS FROM HEALTH SYSTEMS, LOCAL GOVERNMENT, AND COMMUNITY BASED ORGANIZATIONS TO EXPLORE SPOTLIGHT TOPICS IN-DEPTH. SCHEDULE H, PART V, SECTION B; LINES 6A & 6B MAGEE PARTICIPATED IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH), PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF). THE PROJECT TEAM DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. AS PART OF INTEGRATION, THE COMMUNITY HEALTH AND COMMUNITY BENEFIT LEADERS OF JEFFERSON WORKED COLLABORATIVELY WITH COLLEAGUES AND REPRESENTATIVES OF OTHER HOSPITALS AND HEALTH SYSTEMS IN THE REGION. COACH, A REGIONAL COLLABORATIVE: (COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH, SOUTHEASTERN PA). PARTICIPATING HOSPITALS INCLUDED: AN INITIATIVE SPONSORED BY THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA [HAP] TO BRING TOGETHER HOSPITALS, PUBLIC HEALTH, AND COMMUNITY PARTNERS TO ADDRESS COMMUNITY HEALTH ISSUES IN SOUTHEASTERN, PENNSYLVANIA. PARTNERING HEALTH SYSTEMS AND HOSPITALS: - CHILDREN'S HOSPITAL OF PHILADELPHIA: CHILDREN'S HOSPITAL OF PHILADELPHIA, MIDDLEMAN FAMILY PAVILION AT CHOP, KING OF PRUSSIA - CHRISTIANACARE - WILLOW GROVE - GRAND VIEW HEALTH: GRAND VIEW HOSPITAL - JEFFERSON HEALTH: EINSTEIN MEDICAL CENTER ELKINS PARK; EINSTEIN MEDICAL CENTER MONTGOMERY; EINSTEIN MEDICAL CENTER PHILADELPHIA; JEFFERSON ABINGTON HOSPITAL; JEFFERSON BUCKS HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON HOSPITAL FOR NEUROSCIENCE; JEFFERSON LANSDALE HOSPITAL; JEFFERSON METHODIST HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; MAGEE REHABILITATION HOSPITAL; MOSSREHAB; ROTHMAN ORTHOPEDIC SPECIALTY HOSPITAL and THOMAS JEFFERSON UNIVERSITY HOSPITAL - MAIN LINE HEALTH: BRYN MAWR HOSPITAL; BRYN MAWR REHABILITATION HOSPITAL; LANKENAU MEDICAL CENTER; PAOLI HOSPITAL; RIDDLE HOSPITAL - PENN MEDICINE: CHESTER COUNTY HOSPITAL; DOYLESTOWN HEALTH; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE; PENN PRESBYTERIAN MEDICAL CENTER; PENNSYLVANIA HOSPITAL - ST. CHRISTOPHER'S HOSPITAL FOR CHILDREN - TEMPLE UNIVERSITY HEALTH SYSTEM: FOX CHASE CANCER CENTER; TEMPLE UNIVERSITY HOSPITAL; TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL CAMPUS; TEMPLE UNIVERSITY HOSPITAL - JEANES CAMPUS; TEMPLE UNIVERSITY HOSPITAL - NORTHEASTERN CAMPUS - TRINITY HEALTH MID-ATLANTIC: MERCY CATHOLIC MEDICAL CENTER; MERCY FITZGERALD HOSPITAL CAMPUS; NAZARETH HOSPITAL; ST. MARY MEDICAL CENTER AND ST. MARY REHABILITATION HOSPITAL - WILLS EYE HOSPITAL MAGEE COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE 2025 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT [RCHNA]. MAGEE COLLABORATED WITH AND RECEIVED SUPPORT DURING THE CHNA PROCESS FROM: LOCAL HEALTH DEPARTMENTS - CHESTER COUNTY HEALTH DEPARTMENT; - DELAWARE COUNTY HEALTH DEPARTMENT; - MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH; and - PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH. COMMUNITY HUBS - BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP (BCHIP); - HEALTHSPARK FOUNDATION; - PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC); - SEAMAAC; and - THE FOUNDATION FOR DELAWARE COUNTY. SCHEDULE H, PART V, SECTION B, QUESTION 7A THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE 2025 RCHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: https://www.jeffersonhealth.org/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT SCHEDULE H, PART V, SECTION B, QUESTION 10A THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: https://www.jeffersonhealth.org/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT SCHEDULE H, PART V, SECTION B, QUESTION 11 IN FY25, JEFFERSON HEALTH REMAINED FOCUSED ON THE PRIORITIES ESTABLISHED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED IN THE 2022 REGIONAL CHNA ("RCHNA"), JEFFERSON HEALTH CONVENED ACTION TEAMS CONSISTING OF KEY COMMUNITY STAKEHOLDERS AND ENTERPRISE ADMINISTRATIVE AND CLINICAL LEADERS TO DEVELOP AND IMPLEMENT GOALS AND ACTION PLANS OR IMPLEMENTATION PLANS. LEADERS OF THESE TEAMS REPORTED ON PROGRESS ON A QUARTERLY BASIS. THE COMMUNITY HEALTH PRIORITIES FOR THE REGION FOR THE 2022 RCHNA ARE PRESENTED BELOW IN RANKED ORDER: 1) MENTAL HEALTH CONDITIONS 2) ACCESS TO CARE (PRIMARY & SPECIALTY) 3) CHRONIC DISEASE PREVENTION & MANAGEMENT 4) SUBSTANCE ABUSE AND RELATED DISORDERS 5) HEALTHCARE & HEALTH RESOURCES NAVIGATION 6) RACISM & DISCRIMINATION IN HEALTHCARE 7) FOOD ACCESS 8) CULTURALLY & LINGUISTICALLY APPROPRIATE SERVICES 9) COMMUNITY VIOLENCE 10) HOUSING 11) SOCIOECONOMIC DISADVANTAGE 12) NEIGHBORHOOD CONDITIONS AFTER THE COMPLETION OF THE 2025 RCHNA, A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: - SIZE OF HEALTH PROBLEM - IMPORTANCE TO COMMUNITY - CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS - ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION - AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS TO FURTHER REFINE THE PRIORITIZATION, A PEARL ASSESSMENT WAS COMPLETED, WHICH CONSIDERS THE FOLLOWING FEASIBILITY FACTORS: - PROPRIETY: IS INTERVENTION APPROPRIATE AND RELEVANT? - ECONOMICS: IS THERE ECONOMIC FEASIBILITY OR FINANCIAL SUPPORT? - ACCEPTABILITY: WILL THE COMMUNITY ACCEPT AND ENGAGE WITH THE INTERVENTION? - RESOURCES: ARE SUFFICIENT RESOURCES (FUNDING, STAFFING, INFRASTRUCTURE) AVAILABLE? - LEGALITY: CAN THE INTERVENTION BE LEGALLY IMPLEMENTED? THE COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: TRUST AND COMMUNICATION 1) RACISM AND DISCRIMINATION IN HEALTH CARE 2) CHRONIC DISEASE PREVENTION AND MANAGEMENT 3) ACCESS TO CARE (PRIMARY AND SPECIALTY) 4) HEALTHCARE AND HEALTH RESOURCES NAVIGATION 5) MENTAL HEALTH ACCESS 6) SUBSTANCE USE AND RELATED DISORDERS 7) HEALTHY AGING 8) CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES 9) FOOD ACCESS 10) HOUSING 11) NEIGHBORHOOD CONDITIONS (E.G., BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.) THE YOUTH COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: 1) YOUTH MENTAL HEALTH 2) LACK OF RESOURCES/KNOWLEDGE OF RESOURCES 3) SUBSTANCE USE AND RELATED DISORDERS 4) BULLYING 5) GUN VIOLENCE 6) ACCESS TO PHYSICAL ACTIVITY 7) ACTIVITIES FOR YOUTH 8) ACCESS TO GOOD SCHOOLS BASED ON ITS PRIMARY SERVICE AREAS, THE ENTERPRISE CREATED FIVE COMMUNITY HEALTH IMPLEMENTATION PLANS ("CHIP") WHICH INCLUDE ALL OF THE ENTERPRISE'S HOSPITAL FACILITIES THAT WERE IN PLACE DURING THE ENTIRETY OF FY25: - CENTER CITY CHIP (THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE REHABILITATION HOSPITAL, JEFFERSON METHODIST HOSPITAL); - ABINGTON CHIP (JEFFERSON ABINGTON HOSPITAL, JEFFERSON LANSDALE HOSPITAL); - NORTHEAST CHIP (JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL); - NEW JERSEY CHIP (JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL); AND - EINSTEIN CHIP (EINSTEIN MEDICAL CENTER PHILADELPHIA AND EINSTEIN MEDICAL CENTER ELKINS PARK). PRIOR TO THE DEVELOPMENT OF THE 2025 RCHNA, JEFFERSON HEALTH CONTINUED TO REMAIN FOCUSED ON THE PLANS SET OUT IN THE CHIPS IN FY24. THE ENTERPRISE CHIP'S WERE DEVELOPED IN COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS, ADMINISTRATIVE AND CLINICAL LEADERS. EACH PLAN IS REVIEWED ANNUALLY AND REVISED BASED ON CHANGING COMMUNITY NEEDS, BEST PRACTICES AND SHORT-TERM/INTERMEDIATE OUTCOMES. JEFFERSON HEALTH CONTINUES TO ADDRESS THE FOLLOWING NEEDS IDENTIFIED WITHIN THE RCHNA: 1) MENTAL HEALTH CONDITIONS; 2) ACCESS TO CARE; 3) CHRONIC DISEASE PREVENTION & MANAGEMENT; 4) SUBSTANCE ABUSE AND RELATED DISORDERS; AND 5) HEALTHCARE AND HEALTH RESOURCES NAVIGATION. USING A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED, EACH CHIP PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTPUTS/IMPACT MEASURES, AND POTENTIAL PARTNERS. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, STATE, AND COUNTY HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE JOINT COMMISSION, THE AMERICAN HEART ASSOCIATION, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. IN ADDITION, THE FOLLOWING TWO IDENTIFIED PRIORITIES ARE ADDRESSED WITHIN NORMAL HOSPITAL OPERATIONS: LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES AND RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS. IN FY25, THE FOLLOWING FOUR PRIORITIES WILL NOT BE ADDRESSED SPECIFICALLY BY EACH HOSPITAL BUT ARE ADDRESSED THROUGH WORK WITH LOCAL AND REGIONAL COLLABORATIVES AND REFERRALS TO COMMUNITY OR GOVERNMENT RESOURCES: COMMUNITY VIOLENCE; HOUSING; SOCIOECONOMIC DISADVANTAGE (E.G. POVERTY, UNEMPLOYMENT); NEIGHBORHOOD CONDITIONS (E.G. BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.). IN ADDITION, THE ORGANIZATION'S HEALTH PROFESSIONALS COLLABORATE WITH JEFFERSON COLLEAGUES TO IMPROVE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST AND PROMISING PRACTICES ARE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. COMMUNITY BENEFIT LEADERS WILL CONTINUE TO MONITOR THE CHANGING LANDSCAPE AND REQUIREMENTS INITIATED THROUGH FUTURE HEALTH REFORM AND THE IRS INCLUDING FINANCIAL ASSISTANCE REQUIREMENTS. THE JEFFERSON HEALTH CHIP'S ARE POSTED ON THE ENTERPRISE'S WEBSITE AND AVAILABLE FREE OF CHARGE. PLEASE REFER TO THE FOLLOWING URL FOR ADDITIONAL INFORMATION: https://www.jeffersonhealth.org/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT PLEASE REFER TO THE ORGANIZATION'S IMPLEMENTATION STRATEGY FOR ADDITIONAL INFORMATION. SCHEDULE H, PART V, SECTION B, QUESTION 16 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 4 MAGEE RIVERFRONT 1500 SOUTH COLUMBUS BOULEVARD PHILADELPHIA PA 19147 OUTPATIENT REHABILITATION CENTER MAGEE AT OXFORD VALLEY 400 NORTH BUCKSTOWN ROAD LANGHORNE PA 19047 OUTPATIENT REHABILITATION CENTER MAGEE OUTPATIENT PHYSICIAN PRACTICE 1513 RACE STREET PHILADELPHIA PA 19102 OUTPATIENT REHABILITATION CENTER MAGEE AT CHERRY HILL 2211 CHAPEL AVENUE SUITE 101 CHERRY HILL NJ 08802 OUTPATIENT REHABILITATION CENTER SCHEDULE H, PART I, LINE 3C MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") MAGEE USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENT'S ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. IN ACCORDANCE WITH THE ORGANIZATION'S FAP, A PATIENT MAY QUALIFY FOR DISCOUNTS ON MEDICAL CARE IF THERE IS NO HEALTH INSURANCE AVAILABLE, OR HAS HEALTH INSURANCE, BUT THAT INSURANCE DOES NOT FULLY COVER THE MEDICAL CARE NEEDED, SUCH AS EXHAUSTED BENEFITS, AND ALL OF THE FOLLOWING APPLY: - THE PATIENT IS NOT ELIGIBLE FOR STATE MEDICAL ASSISTANCE OR OTHER AVAILABLE ASSISTANCE PROGRAMS; - THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE DESCRIBED IN THIS POLICY; AND - THE PATIENT PROVIDES THE NECESSARY DOCUMENTS AND COMPLETES NECESSARY PAPERWORK. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON FINANCIAL NEED. PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR 100% COMPASSIONATE CARE (FREE CARE). PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR PARTIAL COMPASSIONATE CARE (DISCOUNTED CARE). ELIGIBILITY FOR FINANCIAL ASSISTANCE IS ALSO DETERMINED BY THE PATIENT'S OR GUARANTOR'S ABILITY TO PAY AFTER ALL INSURANCE HAS BEEN UTILIZED OR LIQUID RESOURCES EXHAUSTED (EXCLUDING RETIREMENT FUNDS). THE ORGANIZATION WILL NOT CONSIDER THE PATIENT'S HOUSE, CAR, RETIREMENT ACCOUNTS, AND OTHER "NON-LIQUID" ASSETS. HOWEVER, IT IS RECOGNIZED THAT THERE IS A SMALL PERCENT OF THE UNINSURED PATIENT POPULATION THAT HAS SUBSTANTIAL ASSETS AND COULD EASILY AFFORD TO PAY FOR HEALTHCARE SERVICES, BUT WHOM, BECAUSE OF HAVING TAX-EXEMPT INCOME, WILL NOT HAVE INCOME REFLECTED ON A TAX RETURN. SUCH INDIVIDUALS MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR UNINSURED PATIENTS, THERE IS AN AUTOMATIC INITIAL DISCOUNT WHICH SHALL EQUATE TO AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. A PATIENT UNABLE TO PAY THE UNINSURED RATE IS ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE. SCHEDULE H, PART I; QUESTION 6A NOT APPLICABLE. SCHEDULE H, PART I; QUESTION 7 WORKSHEETS 2 AND 3 WERE USED TO CALCULATE THE COST TO CHARGE RATIO FOR FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID. ALL OTHER COSTS WERE EITHER OBTAINED FROM THE HOSPITAL'S COST ACCOUNTING, COST REPORTING OR GENERAL LEDGER SYSTEMS. SCHEDULE H, PART II NOT APPLICABLE. SCHEDULE H, PART III, QUESTIONS 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 10 & 11) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION. NETWORK'S REVENUE RECOGNITION. SCHEDULE H, PART III, SECTION B; QUESTION 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. MEDICARE UNDERPAYMENTS AND BAD DEBT ARE CONSIDERED TO BE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL), BAD DEBT AND ASSOCIATED COSTS ARE COMMUNITY BENEFIT AND ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW, THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE" A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "THE TERM CHARITABLE IS USED IN SECTION 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL MUST PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS WHO CANNOT PAY FOR SUCH SERVICES. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVED" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY THE DEPARTMENT OF TREASURY REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA'S POSITION. AS OUTLINED IN THE AHA'S LETTER TO THE IRS DATED AUGUST 21, 2007, WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. FROM THE LATEST DATA PROVIDED BY THE AHA, AS OF 2012, MEDICARE REIMBURSES HOSPITALS ONLY 86 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC"), IN ITS MARCH 2013 REPORT TO CONGRESS, STATES THAT BENEFICIARIES WILL GROW NOTABLY FASTER IN THE NEXT 10 YEARS THAN IN THE PAST DECADE AS THE BABY-BOOM GENERATION AGES INTO THE PROGRAM. IN ADDITION, THE POPULATION AGING INTO THE MEDICARE PROGRAM WILL PRESENT A NEW SET OF CHALLENGES SINCE RISING OBESITY LEVELS PUT THIS POPULATION AT A GREATER RISK THAN PREVIOUS GENERATIONS FOR CHRONIC DISEASE. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 42 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLE." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARI SCHEDULE H, PART III, SECTION B; QUESTION 9B MAGEE PROVIDES INPATIENT AND OUTPATIENT SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH-QUALITY CARE TO ALL PATIENTS IT SERVES, MAGEE MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. MAGEE PROVIDES FINANCIAL ASSISTANCE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. BILLING & COLLECTION EFFORTS ---------------------------- WHILE QUALIFICATION FOR FINANCIAL ASSISTANCE IS IDEALLY DETERMINED PRIOR TO, OR AT THE TIME OF SERVICE, MAGEE CONTINUES TO REVIEW SUCH DETERMINATIONS AS OTHER FINANCIAL RESOURCES ARE DISCOVERED DURING THE BILLING AND COLLECTION PROCESS. AFTER AN UNINSURED OR UNDER-INSURED PATIENT'S ACCOUNT IS REDUCED TO THE UNINSURED DISCOUNT OR THE FINANCIAL ASSISTANCE DISCOUNT RATE, WHICHEVER IS APPLICABLE, THE PATIENT IS RESPONSIBLE FOR THE REMAINDER OF ANY OUTSTANDING PATIENT BALANCES. PATIENTS WILL RECEIVE AN INITIAL STATEMENT INDICATING THEIR BALANCE DUE ALONG WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND WHO TO CONTACT. SELF-PAY BALANCES GO THROUGH A PRE-COLLECTION AGENCY PLACEMENT PROCESS THAT MAY ENTAIL THE MAILING OF STATEMENTS OR LETTERS AND/OR PHONE CALLS IN ORDER TO COLLECT PAYMENT ON OPEN BALANCES. ONCE OPEN BALANCE ACCOUNTS COMPLETE THE PRE-COLLECTION DUNNING CYCLE, (120 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS WILL BE TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY. IF A FINANCIAL ASSISTANCE APPLICATION AND APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN SUBMITTED AND A DECISION IS PENDING, THE ACCOUNT WILL BE HELD FROM AGENCY PLACEMENT. IN SOME CASES, A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE MAY NOT HAVE BEEN IDENTIFIED PRIOR TO SENDING THE ACCOUNT TO AN EXTERNAL COLLECTION AGENCY. EACH AGENCY WILL BE MADE AWARE OF THE FINANCIAL ASSISTANCE POLICY AND WILL WORK WITH THE PROVIDER TO ASCERTAIN PATIENT ELIGIBILITY. EXTRAORDINARY COLLECTION ACTIONS ("ECAS") WILL NOT BE UNDERTAKEN DURING THE INITIAL NOTIFICATION PERIOD OF THE 120 DAYS FROM THE FIRST POST-DISCHARGE BILLING STATEMENT AND UNTIL SUCH TIME AS A 30 DAY INITIATION OF ECA NOTICE HAS BEEN SENT TO THE INDIVIDUAL. THE 30-DAY ECA INITIATION NOTICE WILL CONTAIN THE ECA ACTION THAT THE PROVIDER INTENDS TO UNDERTAKE AND THE DATE AT WHICH TIME THIS WOULD OCCUR. A COPY OF THE ORGANIZATION'S PLAIN LANGUAGE SUMMARY WILL ACCOMPANY THE 30-DAY ECA INITIATION NOTICE. IF THE PATIENT SUBMITS A FINANCIAL ASSISTANCE APPLICATION, MAGEE WILL SUSPEND ANY ECAS UNTIL THE PATIENT'S FINANCIAL ASSISTANCE ELIGIBILITY IS DETERMINED AND THE PATIENT IS INFORMED OF THEIR ELIGIBILITY. IF A PATIENT ACCOUNT IS REFERRED TO AN OUTSIDE AGENCY, THAT AGENCY MUST FIRST AGREE TO ABIDE BY MAGEE'S FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY ARE PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY MAGEE. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, MAGEE MAY USE ECAS WITH THE RESPECT TO THE PATIENT ACCOUNT OF AN UNINSURED OR UNDER-INSURED AND MAY FURTHER CONSIDER CREDIT BUREAU REPORTING AND/OR LEGAL ACTION AS APPROPRIATE. JEFFERSON'S GENERAL COUNSEL IS REQUIRED TO APPROVE ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT THE ORGANIZATION HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS MAY INITIATE THE USE ECAS. ORGANIZATION'S VICE PRESIDENT DIRECTOR OF REVENUE CYCLE OPERATIONS. SCHEDULE H, PART VI; QUESTION 2 AS A NON-PROFIT INTERNAL REVENUE CODE 501(C)(3) ORGANIZATION, THE MAGEE MEMORIAL HOSPITAL OF CONVALESCENTS HAS A STRONG MISSION OF COMMUNITY SERVICE AND OUTREACH. THE COLLABORATIVE PROCESS THIS ORGANIZATION BEGAN IN THE SPRING 2024. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES. OVER THE COURSE OF FY25, THE PROCESS WAS REENGAGED TO DEVELOP THE 2025 RCHNA, PUBLISHED JUNE 30, 2025. THIS COLLABORATIVE RCHNA OFFERED: INCREASED COLLABORATION AMONG LOCAL HOSPITALS/HEALTH SYSTEMS SERVING THIS REGION; REDUCED DUPLICATION OF ACTIVITIES AND COMMUNITY BURDEN FROM PARTICIPATION IN MULTIPLE COMMUNITY MEETINGS; REDUCED HOSPITAL/HEALTH SYSTEM COSTS IN RCHNA REPORT DEVELOPMENT; OPPORTUNITIES FOR SHARED LEARNING; ESTABLISHMENT OF A STRONG FOUNDATION FOR COORDINATED EFFORTS TO ADDRESS HIGHEST PRIORITY COMMUNITY NEEDS. THE COLLABORATIVE APPROACH: HOSPITALS AND HEALTH SYSTEMS AND SUPPORTING PARTNERS COLLABORATIVELY DEVELOPED THE RCHNA THAT OUTLINES HEALTH PRIORITIES FOR THE REGION. THE HOSPITALS AND HEALTH SYSTEMS PRODUCED IMPLEMENTATION PLANS THAT MAY INVOLVE FURTHER COLLABORATION TO ADDRESS SHARED PRIORITIES. THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) LED COLLECTION OF A VARIETY OF QUANTITATIVE INDICATORS OF HEALTH OUTCOMES AND FACTORS INFLUENCING HEALTH FROM A VARIETY OF DATA SOURCES. DATA COLLECTION INCLUDED PDPH SYNTHESIZED FINDINGS OF HIGH PRIORITY AREAS; PRIORITIES WERE RANKED USING A MODIFIED HANLON METHOD. AT THE SAME TIME, COMMUNITY STAKEHOLDER INPUT PROCESS EVOLVED: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO IN QUALITATIVE DATA ANALYSIS AND COLLECTION. STAKEHOLDER FOCUS GROUPS WERE CONDUCTED BY HCIF. IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PDPH AND HCIF AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. QUANTITATIVE DATA WERE ACQUIRED FROM LOCAL, STATE AND FEDERAL SOURCES AND FOCUSED ON INDICATORS THAT WERE UNIFORMLY AVAILABLE AT THE ZIP CODE LEVEL ACROSS THE REGION. THE PDPH TEAM, WHICH INCLUDED EXPERTS IN EPIDEMIOLOGICAL AND GEOSPATIAL ANALYSES, COMPILED, ANALYZED, AND AGGREGATED OVER 70 HEALTH INDICATORS ENCOMPASSING DATA ON COMMUNITY DEMOGRAPHIC CHARACTERISTICS, CHRONIC DISEASE AND HEALTH BEHAVIORS, INFANT AND CHILD HEALTH, BEHAVIORAL HEALTH, INJURIES, ACCESS TO CARE AND SOCIAL AND ECONOMIC CONDITIONS. HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES OF THE HEALTH SYSTEMS, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT, WHICH INCLUDED: 30 COMMUNITY CONVERSATIONS ENGAGING RESIDENTS FROM GEOGRAPHIC COMMUNITIES ACROSS FIVE COUNTIES; TWO SESSIONS FACILITATED IN PARTNERSHIP WITH SEAMAAC TO ENGAGE LATINE AND ASIAN POPULATIONS; 15 FOCUS GROUPS CAPTURING INSIGHTS FROM YOUTH ACROSS ALL COUNTIES; 10 DISCUSSIONS WITH COMMUNITY ORGANIZATIONS AND GOVERNMENT AGENCIES ON KEY TOPICS, SUCH AS HEALTH AND SOCIAL SERVICES INTEGRATION, AGING, PRIMARY CARE ACCESS, MATERNAL HEALTH, CARING FOR UNINSURED AND UNDOCUMENTED POPULATIONS, CULTURALLY APPROPRIATE MENTAL HEALTH CARE, HOUSING, AND THE PA 211 REFERRAL SYSTEM; 10 DISCUSSIONS ON SPECIFIC HEALTH CONCERNS, INCLUDING CANCER CARE, VISION CARE, DISABILITIES, AND MATERNAL HEALTH; 15 INTERVIEWS WITH SUBJECT MATTER EXPERTS FROM HEALTH SYSTEMS, LOCAL GOVERNMENT, AND COMMUNITY BASED ORGANIZATIONS TO EXPLORE SPOTLIGHT TOPICS IN-DEPTH. TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS FACILITATED ALL OF THESE DISCUSSIONS, ANALYZED THE QUALITATIVE DATA, AND SUMMARIZED KEY FINDINGS. IN ADDITION, THE PROJECT TEAM EITHER UNDERTOOK DIRECTLY OR SUPPORTED PARTNERS WITH TARGETED PRIMARY DATA COLLECTION TO BETTER UNDERSTAND THE NEEDS OF PARTICULAR COMMUNITIES OR POPULATIONS. THESE FOCUS AREAS AND COMMUNITIES WERE EITHER SPECIFIC TO DIFFERENT TYPE OF FACILITIES WITHIN PARTICIPATING HEALTH SYSTEMS (I.E., CANCER CENTERS, REHABILITATION FACILITIES OR REFLECTED GAPS IN THE 2022 RCHNA: CANCER; DISABILITY; MATERNAL HEALTH; OLDER ADULT; VISION; AND YOUTH VOICE. FINALLY, SECONDARY DATA IN THE FORM OF REPORTS AND SUMMARIES FROM OTHER COMMUNITY ENGAGEMENT EFFORTS WERE ALSO INCORPORATED INTO THE REPORT. ALL DATA WERE SYNTHESIZED BY HCIF STAFF AND A LIST OF 12 COMMUNITY HEALTH PRIORITIES AND 8 YOUTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: SIZE OF HEALTH PROBLEM, IMPORTANCE TO THE COMMUNITY, CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS, ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION AND AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS. POTENTIAL SOLUTIONS FOR EACH OF THE COMMUNITY HEALTH PRIORITIES, BASED ON FINDINGS FROM THE QUALITATIVE DATA COLLECTION WERE ALSO INCLUDED. IN ADDITION, THIS ORGANIZATION WORKS WITH LOCAL PROVIDERS TO PLAN AND DISCUSS HEALTH NEEDS OF THE POPULATION. LEADERS WITHIN THE ORGANIZATION CONTINUE TO ATTEND LOCAL AND REGIONAL COMMUNITY ORGANIZATION MEETINGS AND COUNTY COLLABORATIVES. REGIONAL COUNTY COLLABORATIVES INCLUDE THE HEALTHCARE SYSTEM WITH REPRESENTATION FROM LOCAL POLITICIANS, LOCAL COMMUNITY HEALTH CENTERS, EMERGENCY HEALTH PROVIDERS AND OTHER COMMUNITY HEALTH LEADERS. IN ADDITION, JEFFERSON HEALTH - NORTHEAST CONTINUED TO PARTICIPATE IN COACH WHICH FOCUSED ON FOOD INSECURITY, FUTURE RCHNA, AND TRAUMA INFORMED CARE AND MENTAL HEALTH. SCHEDULE H, PART VI; QUESTION 3 MAGEE IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES. ADDITIONALLY, THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ORDER TO ENCOURAGE ITS PATIENTS TO APPLY, IF THEY ARE ELIGIBLE. THE FOLLOWING MEASURES ARE USED TO PUBLICIZE THIS POLICY TO THE COMMUNITY AND PATIENTS. COMMUNICATION IS WRITTEN IN CONSUMER-FRIENDLY TERMINOLOGY AND IN LANGUAGES THAT PATIENTS CAN UNDERSTAND. MAGEE PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACTS WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. COMMUNITY NOTIFICATION ---------------------- THIS ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS AND A PLAIN LANGUAGE SUMMARY ARE MADE AVAILABLE TO THE COMMUNITY IN ENGLISH AS WELL AS ANY PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH THAT CONSTITUTE THE LESSER OF 5% OR 1,000 INDIVIDUALS, WHICHEVER IS LESS, OF THE PRIMARY COMMUNITIES SERVED AND POSTED TO THE HEALTH SYSTEM'S WEBSITE. THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS, AND PLAIN LANGUAGE SUMMARY ARE ALSO MADE AVAILABLE, FREE OF CHARGE AS FOLLOWS: 1) ON THE MAGEE WEBSITE AT HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS MAGEE'S FINANCIAL SERVICES UNIT AT (833)-958-2198 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: JEFFERSON MOSS-MAGEE REHABILITATION HOSPITAL 1513 RACE STREET PHILADELPHIA, PA 19102 4) AS PART OF THE INTAKE OR DISCHARGE PROCESS, PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY ARE OFFERED TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. PERSONAL NOTIFICATION --------------------- MAGEE USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. SCHEDULE H, PART VI; QUESTION 4 THE FOLLOWING DATA COMES FROM THE DEMOGRAPHIC INFORMATION GATHERED FOR THE 2022 RCHNA. WHILE THE 2025 RCHNA WAS CONDUCTED IN FY25, PROGRAMMATIC DECISIONS MADE OVER THE COURSE OF THE FISCAL YEAR WERE MADE BASED ON THE 2022 RCHNA. MAGEE PRIMARILY DEFINES ITS COMMUNITY AS PHILADELPHIA COUNTY, SURROUNDING SOUTHEASTERN PENNSYLVANIA COUNTIES, AS WELL AS SOUTHERN NEW JERSEY AND DELAWARE. THE SPECIAL POPULATION SERVED INCLUDES ADULTS WITH DISABILITIES, MANY OF WHOM HAVE INCURRED LIFE-CHANGING INJURIES AND ILLNESS INCLUDING, BUT NOT LIMITED TO, SPINAL CORD INJURY, STROKE, ACQUIRED BRAIN INJURY, AMPUTATION, MAJOR ORTHOPEDIC ISSUES AND OTHERS. INPATIENT SERVICES ARE DELIVERED AT MAGEE'S MAIN FACILITY LOCATED AT 1513 RACE STREET, IN CENTER CITY PHILADELPHIA. OUTPATIENT PROGRAMS ARE PROVIDED IN A VARIETY OF COMMUNITY SETTINGS INCLUDING THE MAGEE RIVERFRONT OUTPATIENT CENTER AT 1500 SOUTH COLUMBUS BOULEVARD, MAGEE AT WATERMARK AT 18TH AND CALLOWHILL STREETS AND MAGEE AT OXFORD VALLEY WHICH IS LOCATED AT 400 NORTH BUCKSTOWN ROAD IN LANGHORNE. WORK INJURY AND PAIN MANAGEMENT SERVICES ARE OFFERED AT MAGEE RIVERFRONT. HEALTH SYSTEMS WITHIN JEFFERSON HEALTH DEFINE THEIR SERVICE AREAS AS ZIP CODES INCLUDING 75% OF ADMISSIONS, AND/OR ZIP CODES MOST PROXIMATE TO ALL HOSPITALS. BUCKS COUNTY: 19007, 19020, 19021, 19030, 19047, 19053, 19054, 19055, 19056, 19057, 19067 DELAWARE COUNTY: 19008, 19010, 19013, 19014, 19015, 19018, 19022, 19023, 19026, 19029, 19032, 19036, 19050, 19060, 19061, 19063, 19064, 19070, 19073, 19076, 19078, 19079, 19081, 19082, 19083, 19086, 19087, 19094 MONTGOMERY COUNTY: 19001, 19002, 19003, 19004, 19006, 19027, 19031, 19038, 19040, 19044, 19046, 19072, 19075, 19090, 19095 PHILADELPHIA COUNTY: 19102, 19103, 19104, 19106, 19107, 19111, 19114, 19115, 19116, 19118, 19119, 19120, 19121, 19122, 19123, 19124, 19125, 19126, 19127, 19128, 19129, 19130, 19131, 19132, 19133, 19134, 19135, 19136, 19137, 19138, 19139, 19140, 19141, 19142, 19143, 19144, 19145, 19146, 19147, 19148, 19149, 19150, 19151, 19152, 19153, 19154 THE SERVICE AREA POPULATION TOTALS 2,630,970 INDIVIDUALS. THE DEMOGRAPHICS INCLUDE THE AGE DISTRIBUTION OF 24.6% FOR 0-19 YEARS OF AGE; 35.7% OF 20-44 YEARS OF AGE, 25.1% FOR 45-64 YEARS OF AGE AND 14.7% FOR 65+. THE MEDIAN HOUSEHOLD INCOME IS $67,902. 47.6% OF THE POPULATION IS MALE AND 52.4% IS FEMALE. 7.7% OF THE POPULATION SPEAKS ENGLISH LESS THAN VERY WELL. THE RACIAL COMPOSITION INCLUDES 49.2% WHITE, 6.7% ASIAN, 30.7% BLACK, 10.8% HISPANIC/LATINO AND 2.6% OTHER. SCHEDULE H, PART VI; QUESTION 5 MAGEE OFFERS A VARIETY OF INFORMATION PROMOTING THE HEALTH OF THE COMMUNITY THROUGH ITS WEBSITE. THE SECTION ENTITLED "HEALTH FEATURES & EDUCATION" CONTAINS SEVERAL BROAD CATEGORIES WITH SPECIFIC TOPICS ADDRESSING SAFETY AND PREVENTION SUCH AS: THINK FIRST (INJURY PREVENTION AND ANTI-GUN VIOLENCE TAUGHT IN THE SCHOOLS - SEE DETAILS BELOW); INFORMATION ON CONCUSSIONS; TIPS FOR FALLS PREVENTION; COPING WITH CHRONIC PAIN; SAFE LIFTING AND TOOL OPERATION; HOME ACCESSIBILITY; AND HEALTHY EXERCISE AND EATING. THE SECTION ENTITLED "LIVING WITH INJURIES/DISEASE/DISABILITIES" DISCUSSES STROKE WARNING SIGNS; STROKE PREVENTION; STROKE TYPES - RISK FACTORS, AND A VARIETY OF COPING STRATEGIES AND TREATMENT OPTIONS FOR CANCER, EPILEPSY, OSTEOPOROSIS, AND WORKPLACE INJURIES. THIS INFORMATION IS AVAILABLE 24/7 TO THE GENERAL COMMUNITY AT LARGE. MAGEE ALSO HAS A COMMUNITY RESOURCE CENTER - WHICH SUPPLIES REFERENCE MATERIALS, DVDS, AND COMPUTER/INTERNET ACCESS TO ANYONE REQUIRING INFORMATION ON PHYSICAL AND COGNITIVE DISABILITIES PLUS ANY OF THE DISABILITIES NOTED ABOVE. A VARYING ABILITIES FITNESS CENTER IS AVAILABLE AND DESIGNED TO PROVIDE THE DISABLED AND SENIOR AGED AREA COMMUNITY RESIDENTS WITH EXERCISE AND HEALTH-CONSCIOUS LIVING COACHING. FEES ARE NOMINAL AND ADJUSTED ACCORDING TO THE PARTICIPANTS' ABILITY TO PAY RE: FEDERAL POVERTY GUIDELINES. MAGEE APPLIES SURPLUS FUNDS TO MAINTAIN STATE OF THE ART REHABILITATION SERVICES INCLUDING THE LATEST IN ROBOTIC THERAPY AND FUNCTIONAL AUGMENTATION EQUIPMENT. FINANCIAL RESOURCES ARE ALSO UTILIZED TO ASSIST EMPLOYEES TO RECEIVE CONTINUING MEDICAL EDUCATION, LICENSING, AND SPECIALTY CERTIFICATIONS WITHIN THEIR RESPECTIVE CLINICAL AREAS. MAGEE OFFERS NUMEROUS YEAR-ROUND, FREE-OF-CHARGE PROGRAMS AND SERVICES TO INPATIENTS, OUTPATIENTS, PLUS FAMILY AND COMMUNITY SUPPORT GROUPS. NON-MAGEE GROUPS FROM THE COMMUNITY SUCH AS ALCOHOLICS ANONYMOUS ARE ALSO WELCOMED TO USE MEETING SPACE FREE-OF-CHARGE. ONE OF MAGEE'S MOST IMPACTFUL CONTRIBUTIONS TO THE GREATER PHILADELPHIA COMMUNITY IS THE THINK FIRST PROGRAM THAT IS CO-SUPPORTED BY THE MAGEE FOUNDATION. THINK FIRST IS A NATIONALLY COORDINATED ASSEMBLY EDUCATION PROGRAM FOR SCHOOL CHILDREN AIMED AT PREVENTION OF DISABLING HEAD AND SPINAL CORD INJURIES SECONDARY TO RISK TAKING AND/OR UNSAFE LIFE-STYLE CHOICES. TO REACH A VULNERABLE POPULATION EARLY IN LIFE WE SCHEDULE DYNAMIC PRESENTATIONS AT SCHOOLS CONSISTING OF TESTIMONIALS FROM YOUNG TRAUMA SURVIVORS. MAGEE INVESTS ITS OWN RESOURCES IN SUPPORT OF COMPLEMENTARY THERAPIES THAT ARE NEVER REIMBURSED BY THIRD PARTY INSURANCES. THESE ADDITIONS TO OUR CORE THERAPIES TREAT THE WHOLE MIND/BODY AND EXPEDITE RECOVERY OFTEN REDUCING THE LENGTH OF STAY FOR PATIENTS AND/OR PROVIDING THE WILL AND POSITIVE MENTAL ATTITUDE REQUIRED TO REACH MAXIMUM INDEPENDENCE FOR RETURN TO HOME, SCHOOL, AND/OR THE WORKFORCE. ART THERAPY REINFORCES THE LEARNING AND THE CARRY-OVER OF UPPER EXTREMITY LIMB AND HAND MOBILITY AND FUNCTION WITH DRAWING, SCULPTURE, AND OTHER ACTIVITIES REQUIRING FINE MOTOR SKILLS. LIKEWISE HORTICULTURAL THERAPY FURTHERS FUNCTION GAINS IN MOBILITY AND MOTOR FUNCTION FOR THOSE PATIENTS THAT WILL WANT TO RETURN TO THE COMMUNITY AND THEIR GARDENS OR FOR THE MANY THAT LEARN THIS NEW THERAPEUTIC AND HEALTHY ACTIVITY. THE MUSIC THERAPY PROGRAM OFFERS MANY OF THE SAME BENEFITS AS ART AND HORTICULTURAL THERAPY. THE ACTIVITIES OF DAILY LIVING THAT MUST BE REFINED BOTH DURING AND AFTER INPATIENT DISCHARGE ARE ALL COORDINATED IN A VERY PURPOSEFUL FASHION BY RECREATIONAL THERAPISTS WHO REINFORCE THE MEANING A QUALITY OF LIFE WITHIN THE PATIENT'S HOME AND COMMUNITY FOR YEARS AFTER THE DISABLING ACCIDENT OR ILLNESS. MAGEE PROMOTES COMMUNITY REINTEGRATION WITH ITS LONG HISTORY OF SUPPORT FOR WHEELCHAIR SPORTS WHICH MAINTAINS PHYSICAL FUNCTION AND PROMOTES HEALTHY LIFESTYLES WHILE SIMULTANEOUSLY HEIGHTENING INDEPENDENCE, IMPROVING MENTAL HEALTH, AND EXPANDING THE PARTICIPANTS' OVERALL QUALITY OF LIFE. MAGEE ATHLETES HAVE COMPETED IN REGIONAL, NATIONAL, AND INTERNATIONAL SPORTING EVENTS INCLUDING THE PARALYMPICS HELD EVERY FOUR YEARS AT THE SITE OF THE SUMMER OLYMPIC GAMES. MAGEE SPONSORS ATHLETES IN WHEELCHAIR BASKETBALL, RUGBY, TENNIS, WEIGHT-LIFTING, RACING AND COORDINATES WITH MANY PHILADELPHIA AREA COMMUNITY GROUPS TO ENGAGE ATHLETES REGARDLESS OF WHETHER THEY WERE EVER PATIENTS AT MAGEE. FUNDING BY MAGEE SUPPORTS A PHYSICAL MEDICINE AND REHABILITATION PHYSICIAN RESIDENCY PROGRAM THAT IS AFFILIATED WITH JEFFERSON UNIVERSITY IN CENTER CITY, PHILADELPHIA. THROUGH FORMAL AFFILIATION AGREEMENTS, MAGEE TRAINS STUDENTS FROM ACROSS THE COUNTRY IN THE AREAS OF MEDICAL RECORDS MANAGEMENT, INFORMATION TECHNOLOGY, NURSING, PHARMACY, SPEECH AND LANGUAGE PATHOLOGY, AND BOTH PHYSICAL AND OCCUPATIONAL THERAPY. STUDENTS FROM PHILADELPHIA'S DREXEL UNIVERSITY COMPLETE CO-OP AND INTERN ROTATIONS IN VARIOUS ADMINISTRATIVE FIELDS OF STUDY. MAGEE IS ALSO RECOGNIZED AS A LEADING SPINAL CORD INJURY RESEARCH PROGRAM AS WE ARE ONE OF ONLY FOURTEEN FEDERALLY APPROVED MODEL CENTERS FOR THE RESEARCH AND TREATMENT OF SPINAL CORD INJURIES. THE BOARD OF TRUSTEES IS COMPOSED OF CIVIC LEADERS, FORMER PATIENTS AND/OR THEIR FAMILY MEMBERS, AND REPRESENTATIVES OF OTHER HEALTHCARE PROVIDER SYSTEMS AND AGENCIES. PLEASE ALSO REFER TO FORM 990, SCHEDULE O, WHICH CONTAINS THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. SCHEDULE H, PART VI; QUESTION 6 The organization is recognized by the internal revenue service ("irs") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of thomas jefferson university ("tju"). Tju is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of tju/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. Jefferson health, in partnership with tju, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the delaware valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. The sole member or stockholder of each entity within the system is either tju or another system affiliate controlled or owned by tju. Outlined below is a summary of the entities which comprise the system: Thomas jefferson university --------------------------- Thomas jefferson university ("tju") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(1). Tju is the parent company that financially and corporately integrates thomas jefferson university among its subsidiary entities. Tju is an innovative health sciences university that conducts research and offers undergraduate and graduate instruction through the sidney kimmel medical college at thomas jefferson university ("skmc") as well as the jefferson colleges of nursing, pharmacy, health professions, population health, rehabilitation sciences and life sciences. Tju's educational programs are fully accredited and it educates over 8,200 students annually. Thomas jefferson university was founded in 1824 as jefferson medical college, and philadelphia university was founded in 1884 as the philadelphia textile school. Both were ahead of their time and focused on the importance of experiential learning. The new jefferson (philadelphia university + thomas jefferson university) was established on july 1, 2017 as a result of the merger of our two respected universities. Thomas jefferson university hospitals, inc. ------------------------------------------- Thomas jefferson university hospitals, inc. Includes thomas jefferson university hospital, jefferson hospital for neuroscience and methodist hospital (collectively referred to as tjuh). Tjuh promotes the health of the communities it serves in southeastern pennsylvania, southern new jersey, and delaware primarily by providing hospital, sub-acute, outpatient, and physician services and by providing facilities in which students, physicians, nurses, and other healthcare professionals are trained in a clinical setting. Tjuh is recognized by the internal revenue service as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, tjuh provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. Tjuh operates consistently with the criteria outlined in irs revenue ruling 69-545. Emergency transport associates, inc. ------------------------------------ Emergency transport associates, inc. ("eta") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(2). Eta seeks to provide high quality air and ground medical transportation services to patients who are admitted to or discharged from jefferson facilities. Jeffex, inc. ------------ Jeffex, inc. Is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). Jeffex, inc. Is a supporting organization of the system whose activities include operating a pharmacy for patients and employees. Jefferson medical group ----------------------- Jefferson medical group ("jmg") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson medical care ---------------------- Jefferson medical care ("jmc") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson club (a/k/a jefferson faculty club) --------------------------------------------- Effective with the close of business on june 30, 2025, jefferson club a/k/a jefferson faculty club ("jc") was statutorily merged into jefferson health corporation ("jhc"). Prior to its statutory merger, jc was an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization was inactive prior to its statutory merger. Jefferson university physicians ------------------------------- Jefferson university physicians ("jup") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson university physicians of new jersey, p.c. --------------------------------------------------- Jefferson university physicians of nj, p.c. ("jupnj") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Methodist associates in healthcare, inc. ---------------------------------------- Methodist associates in healthcare, inc. Is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal r SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA AND NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY. X X X X false false false false false false false true false GUY W FRIED MD SVP MED AFF/CMO 577498 0 42208 0 14478 0 10403 0 23173 0 667760 0 0 0 JEFFREY HOAG MD TRUSTEE 0 376272 0 153311 0 1987 0 5175 0 33141 0 569886 0 0 BRIAN T KUCER MD MED DIR - BRAIN INJURY 187683 0 257100 0 1015 0 10174 0 32401 0 488373 0 0 0 ROBERT KAUTZMAN EDD MSRN SVP NURSING & COO 254427 0 64591 0 7017 0 10687 0 9474 0 346196 0 0 0 JOSHUA LEVIN DO PHYSIATRIST 149286 0 174460 0 520 0 11343 0 8951 0 344560 0 0 0 MARY M HESS ASSOC DEAN-STUD. AFF. & PROF 18015 234428 0 23133 0 0 0 33557 0 9575 18015 300693 0 0 BARBARA J BROWNE MD MED DIRECTOR - STROKE REHAB 178384 0 123293 0 2400 0 10197 0 764 0 315038 0 0 0 JEANNE GALLAGHER DOHERTY ASST. MED DIRECTOR 261963 0 0 0 2428 0 9100 0 1127 0 274618 0 0 0 CORE FORM, PART VII & SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2. SCHEDULE J, PART 1, QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. KAREN FRIED FAMILY MEMBER OF OFFICER 135915 EMPLOYEE false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The taxpayer is recognized by the internal revenue service ("irs") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of thomas jefferson university ("tju"). Tju is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of tju/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's tripartite mission of education, research and patient care. Jefferson health, in partnership with tju, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the delaware valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. Jefferson has over 325 years of health care, innovation and education. Jefferson health, which added lehigh valley health network in august 2024, now Includes 32 hospitals with 5,500 licensed beds throughout eastern Pennsylvania And southern new jersey. They are jefferson abington hospital, jefferson bucks Hospital, jefferson cherry hill hospital, jefferson einstein philadelphia hospital, Jefferson einstein montgomery hospital, jefferson frankford hospital, jefferson Hospital for neuroscience, jefferson lansdale hospital, jefferson methodist hospital, Jefferson moss-magee rehabilitation hospital - center city, jefferson moss-magee Rehabilitation - elkins park, jefferson stratford hospital, jefferson Torresdale Hospital, jefferson washington township hospital, lehigh valley hospital - carbon, Lehigh valley hospital - cedar crest, lehigh valley hospital - 1503 n. Cedar crest, Lehigh valley hospital - dickson city, lehigh valley hospital - gilbertsville, lehigh Valley hospital - hazleton, lehigh valley hospital - hecktown oaks, lehigh valley Hospital - highland avenue, lehigh valley hospital - macungie, lehigh valley hospital - muhlenberg, lehigh valley hospital - pocono, lehigh valley hospital - schuylkill e. Norwegian st., lehigh valley hospital - schuylkill s. Jackson st., lehigh valley hospital - 17th street, lehigh valley hospital - tilghman, physicians care surgical hospital, Rothman orthopedic specialty hospital, and thomas jefferson university hospital. Combined, jefferson health, thomas jefferson university and lehigh valley network have more than 65,000 employees, which includes over 10,200 employed physicians/advanced practice professionals, 13,700 full and part-time nurses and more than 1,800 full and part-time paid faculty. Jefferson is the second largest employer in philadelphia and the largest health system in philadelphia based on total licensed beds. Jefferson health includes over 700 outpatient and urgent care centers throughout eastern pennsylvania and southern new jersey; 4 magnet-designated hospitals, an nci-designated comprehensive cancer center - sidney kimmel cancer center; and one of the largest faculty-based telehealth networks in the country that began more than 10 years ago. Jefferson health includes 32 hospitals throughout southeastern pennsylvania, lehigh valley and new jersey. Additional relevant tju and jefferson health information for the year ended june 30, 2025: - Licensed beds: 3,816 - Inpatient admissions: 160,254 - Observation cases: 48,777 - Total surgeries: 100,839 - Emergency dept. Visits: 584,121 - Ambulatory visits: 1,767,947 - Telehealth visits: 238,261 The system's hospitals' conformance with irs revenue ruling 69-545 The wholly owned hospitals in the system are recognized by the irs as internal revenue code section 501(c)(3) tax-exempt organizations. Pursuant to its charitable purposes, each of these hospitals provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, gender identity, sexual orientation, national origin, or ability to pay. Moreover, our hospitals operate consistently with the following criteria outlined in irs revenue ruling 69-545: 1. Providing medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, medicare, and medicaid patients. 2. Operating active emergency departments for all persons that are open 24 hours a day, 7 days a week, 365 days per year. 3. Maintaining open medical staffs, with privileges available to all qualified physicians. 4. Control positioned with hospital board of trustees and the board of trustees of tju, and all the boards are comprised of independent civic leaders and other prominent members of the represented communities; and 5. Using surplus funds to improve the quality of patient care, expand and renovate facilities/equipment and advance and improve medical care, programs and activities through patient care and medical training, education, and research. The operations of our wholly owned hospitals as shown through the factors outlined above and other information contained herein, clearly demonstrate the provision of substantial community benefit; both collectively and individually; and that the use and control of the respective hospital facilities are for the benefit of the public and that no part of the income or net earnings of any of the hospital organizations inures to the benefit of any private individual, nor is any private interest being served other than incidentally. The taxpayer individually provides substantial community benefit Of the net community benefit costs outlined above for fiscal years ended june 30, 2025 and 2024 ; the taxpayer contributed approximately $4 million and $5 million of net community benefit costs as defined by the irs and reflected in their respective form 990, schedule h, part i to the totals reported. These numbers are at estimated cost and are net of any federal, state or local remuneration or reimbursement. The corresponding combined community benefit percentages of the taxpayer were approximately 4.97% and 6.32% for the fiscal years ended june 30, 2025 and 2024; respectively. These percentages were derived by using the taxpayer's net community benefit costs as the numerator and the total taxpayer's operating expenses as the denominator. These costs and percentages do not include any estimated bad debt costs and any medicare shortfall incurred by the taxpayer for either fiscal years. Jefferson enterprise -------------------- Mission: we improve lives. Vision: reimagining health, education and discovery to create unparalleled value. Values: values guide our decisions, actions and culture. They create a common language that helps us come together as one jefferson. These values are: Put people first: - build relationships - engage with grace - create moments Do what's right: - prioritize what matters - align on expectations - act with integrity Pursue excellence: - look and listen - innovate with intent - value lessons learned Background ---------- The first chapter: anna justina magee was a fifth generation descendant of johann christian and christina kneass who arrived in philadelphia from rotterdam in september 1753. Miss magee was born on january 21, 1843, the fourth daughter and one of seven children of james and caroline magee. James magee and his business partner george taber manufactured saddlery hardware at 4th and market streets and found a very popular outlet for their goods in new orleans. As their southern trade flourished, they invested in lands in the southern states. Soon, they formed another firm bearing the magee name in new orleans while continuing to do business in philadelphia. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The second chapter: james magee retired from the business in 1847 to pursue other interests. Known as the father of the pennsylvania railroad, he was one of its incorporators and first directors. Besides other railroad interests, he founded and served as the first president of westmoreland coal company. He was on its board of directors until his death in 1878. During the same period, he was a vestryman of st. Stephen's episcopal church at 19 south 10th street in philadelphia, where anna magee also worshiped and, in tribute to her father, later became one of its major benefactors. The third chapter: as an adult miss magee was active in many religious and civic organizations, including the acorn club, the philadelphia society of colonial dames of american, the philadelphia chapter of the daughters of the american revolution, the associate committee of women to the board of trustees of the pennsylvania school of industrial art, and the historical and genealogical societies of pennsylvania. Despite these activities, anna magee lived very privately at 1720 walnut street until she died in 1923 at the age of 80. In her will, in memory of her parents, she endowed the magee professorship of medicine at the jefferson medical college. And, with a gift of $1,285,000, she established what is now magee rehabilitation hospital. Anna magee believed that the city's hospital wards were overcrowded because needy patients, although they could not resume their normal occupations or duties, remained there too long after passing the initial stage of acute illness or injury. She also did not want patients' families to be burdened with their support. She envisioned a hospital for convalescents-one, she stated that should ensure "the highest degree of reasonable comfort and healthfulness," in a "stately and dignified" building in which "no money should be misused for architectural ornament." The fourth chapter: in 1954, the orphan's court of philadelphia permitted the use of the magee trust fund to establish a rehabilitation center, ruling that rehabilitation was now seen as a dynamic form of convalescent care and that such service was consistent with the wishes of anna magee. The search for a founding director of the hospital led to h. Frazer parry, m.d., who had studied with drs. Rusk and krusen. He assumed the post in september 1955, setting up office space at 1500 walnut street where he worked with a team to find an appropriate building for the hospital. A former factory at 1513 race street was ideal because of its central location, open floor space, and relatively few walls that would have to be taken down. The building was purchased from american meter company, and construction and renovations began in december 1956. The total cost of the project, which was designed for 39 patients, amounted to about $2.5 million. Opening ceremonies for magee memorial hospital for convalescents were held on march 9, 1958, and with a staff of 30 in place, the hospital, the first of its kind in philadelphia, began admitting patients the very next day. In the first two years, approximately 57 percent of the care was free. Today: leading the way in innovative techniques and rehabilitation therapy from the very beginning, magee rehabilitation is now acclaimed as one of the best rehabilitation hospitals in the nation, due to the vision of anna magee and her legacy to the community in the philadelphia region. With over 60 years experience in rehabilitation care, magee stands alone in offering outstanding care for the patients we are privileged to serve. Jefferson moss-magee rehabilitation - center city is home to the nation's first brain injury rehabilitation program to be accredited by the commission on the accreditation of rehabilitation facilities (carf). Magee has been accredited by carf for its rehab programs in: - comprehensive integrated inpatient rehabilitation - spinal cord rehabilitation system of care - brain injury program - stroke program (awarded carf's stroke specialty program certification) Jefferson moss-magee rehabilitation- center city by the numbers (for fiscal year 2025) - 83 licensed beds - 12 employed physicians - 78 independent physicians - 1,144 total discharges Jefferson moss-magee rehabilitation - elkins park by the numbers (for fiscal year 2025) - 187 licensed beds - 23 employed physicians - 2,985 total discharges Awards and honors ================= U.s. news & world report has recognized magee as one of the best rehabilitation hospitals in the region and nation. Jefferson moss-magee rehabilitation hospital - 4 carf accreditations, including the first carf-accredited brain injury rehabilitation program in the nation - Stroke specialty program certification from carf - Full standards compliance accreditation from the joint commission - Re-accredited for three years by the commission on accreditation of rehabilitation facilities (carf) demonstrating a continuous commitment to service excellence. - Jefferson moss-magee rehabilitation's nurse residency program (nrp) received the max 5-year initial accreditation from the commission on collegiate nursing education (ccne). Jefferson moss-magee rehabilitation hospital elkins park: - 15 carf accreditations, more than any usnwr "american's best" rehabilitation hospitals have - Us news & world report rankings: #10 nationally and #1 in state of pa - Accreditation for the sheerr gait and motion analysis laboratory from the commission for motion laboratory accreditation - Re-accredited for three years by the commission on accreditation of rehabilitation facilities (carf) demonstrating a continuous commitment to service excellence. - Magee's brain injury rehab program was the very first to be accredited by the commission on the accreditation of rehabilitation facilities (carf). Community programs and resources ================================ Wheelchair sports ----------------- Magee's wheelchair sports programs heighten independence and improve quality-of-life. Getting involved with magee's sports programs helps people with disabilities reach for personal health and wellness goals. The think first injury prevention program visits area schools, youth groups and community centers to teach children and young adults prevention by "thinking first" in order to avoid permanent brain and spinal cord injuries. Wheelchair basketball is an exciting sport of skill and teamwork, whether you're an athlete with an amputee, a spinal cord injury, multiple sclerosis, or another lower extremity disability; basketball is a great way to get exercise, have fun, and be challenged. The rules of wheelchair basketball are slightly modified to make the game more accessible from a seated position. To play the sport athletes must be able to push a manual wheelchair independently. Magee sponsors members of the wheelchair racing community in local races including the philadelphia marathon, rothman 8k and broad street run. Participants can use a racing chair or hand cycle, depending on the race. A sport unlike any other; magee eagles quad rugby is as competitive as it is intense! Players collide, literally, as the teams of four scramble to push a volleyball down a basketball court through their opponents zone and across the goal line. Competition is limited to athletes with impairments to both lower and upper limbs and each person is given a point value based on their level of functioning. Teams may only field a certain point total at any given time during the game's four periods. Play is fast-paced and rough as the players skillfully navigate modified wheelchairs around the court and into one another. Wheelchair tennis is a brilliant adaptation to an incredible game. Almost nothing is changed from the rules of able-bodied tennis. Athletes use the same courts, racquets, and balls to compete; the only modification is a rule allowing a second bounce before a person in a wheelchair must return the ball. Since wheelchair tennis is so close to able-bodied tennis, athletes can practice and compete with friends and family who may or may not use wheelchairs. The magee sled hockey team consists of individuals with disabilities who play ice hockey while seated on a sled. Rules are modified from able bodied hockey to accommodate individuals with disabilities. Think first program ------------------- Think first is presented by trained facilitators to schools and community centers at no charge. The program begins with a high-energy video in which several young people describe their experiences as disabled trauma survivors. A brief anatomy discussion is then given, showing what parts of the body can be affected by these injuries. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The program also includes speakers who have had traumatic injuries and can speak about their own experiences with the injury and rehabilitation processes. The program is designed to be interactive, allowing students to participate by volunteering to help demonstrate the lessons, or by asking questions. Think first stresses prevention by "thinking first" in order to avoid permanent brain and spinal cord injuries. The main message of the think first program is that young people can have a fun, exciting life while taking precautions to avoid injury. Support groups ============== When the unimaginable happens to someone, it's nearly impossible to imagine a future. Peer mentors and support groups provide patients and caregivers with a picture of what is possible, and share tips and resources that have helped them along the way. Peer mentors are individuals who are living with a life-changing disability. Patients have the opportunity to talk with a mentor who has a similar disability who is living a good life. A support group is a place to learn about the resources available to you. Members help each other by sharing ideas and practical solutions to problems that you face daily. Rehabilitation professionals from magee rehabilitation bring to the group expertise in supporting an individual or care giver in accessing available community resources. Peer mentor programs -------------------- The peer mentor program at magee consists of specially - trained volunteers who have survived a spinal cord injury, brain injury, stroke or amputation and have learned to adjust to their disability. Peer mentors are matched with patients based on level or type of injury, social situations, age, gender, marital status, recreational interests, and vocational experience. There are also specialty areas for peers with experience in ostomies and wounds. Magee also offers an addiction mentor program which is designed to offer those who struggle with addiction issues the opportunity to talk with an experienced addictions mentor. Mentoring relationships are encouraged to continue beyond magee. Mentors can help with a variety of issues after discharge, such as: - connecting families and patients to resources within the community (accessible doctors/dentists, recreational activities appropriate to the disability, travel and transportation guidance) - providing emotional support during the transition from rehabilitation to the community, often a difficult time for both patients and families Peer support groups ------------------- There are several peer support groups that are facilitated by volunteers or care givers who are living successfully with a disability. These diverse groups of peers offer personal experience in addition to providing support, reassurance and helpful, practical tips. They will surf again: Since 2012, jefferson moss-magee rehabilitation has proudly served as the presenting sponsor of they will surf again. Hundreds of doctors, therapists, nurses, and staff from across jefferson moss-magee rehabilitation came together on august 4, 2024 , for this special event. Held annually in wildwood, nj, twsa is a free, one-day event that provides individuals with disabilities the opportunity to surf and enjoy a day at the beach. Twsa is a program of life rolls on, a nonprofit that serves as a resource and advocate for people who have been affected by spinal cord injury and other disabilities. Alignment with community benefit -------------------------------- The hospital develops targeted health outreach and screening programs in response to the identified needs of our community in concert with the mission of jefferson health: we improve lives. Magee rehabilitation hospital completed and published its community health needs assessment and three-year implementation plan in 2025, which addresses the following priority health needs for the population of the hospital's community benefit area: - magee medical home: lifetime follow up services for patients with 'one stop' for specialized medical care commonly needed by individuals living with a disability (e.g., urology, pressure wound management, clinical nutrition) - online educational resources provided for persons living with disability and their families - support groups and peer mentor programming to provide education and to decrease isolation - professional educational opportunities with continuing education credits for healthcare industry staff, specifically focused on serving individuals with disabilities - opportunities for exercise and improved healthy living through the wellness center at the riverfront outpatient facility - access to health screening and preventive health services - wheelchair custom seating clinic - vision clinic - hosted free community events, such as the wash n tune, to benefit individuals with disabilities CORE FORM, PART V, QUESTION 15 DIXIEANNE P. JAMES IS A VOTING MEMBER/OFFICER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. SHE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; a RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley Hospital. ACCORDINGLY, Lehigh Valley Hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO His COMPENSATION IN EXCESS OF $1M. From July 2024 to February 2025, John P. Mordach was an officer OF THIS ORGANIZATION; AN UNCOMPENSATED POSITION. MR. MORDACH RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. RICHARD J. WEBSTER, RN, MSN is a former officer of this organization. Mr. Webster received a federal form W-2 from Thomas Jefferson University Hospitals, Inc.; a related internal revenue code section 501(c)(3) tax-exempt organization. His common law employer/employee relationship was with Thomas Jefferson University Hospitals, Inc. Accordingly, Thomas Jefferson University Hospitals, Inc. filed a 2024 Federal Form 4720 which included a remittance of excise tax related to Mr. Webster's compensation in excess of $1M. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS. CORE FORM, PART VI, SECTION A; QUESTION 4 The governing documents of the organization were updated and amended during the year to ensure governance provisions are consistent across Thomas Jefferson university/Jefferson Health affiliates. The organization remains an internal revenue code section 501(c)(3) tax-exempt organization and its ultimate sole member remains Thomas Jefferson University; a related internal revenue code section 501(c)(3) tax-exempt organization. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 Jefferson health Corporation ("JHC") is the sole member of this organization. Thomas Jefferson University ("TJU") is the sole corporate member of JHC. TJU has the ultimate authority and right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THIS ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER SYSTEM INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the Thomas Jefferson University's finance, assurance & compliance committee and the CPA firm made a presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY. CORE FORM, PART VII AND SCHEDULE J DIXIEANNE P. JAMES IS A VOTING MEMBER/officer OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. SHE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FEDERAL FORM 990 FOR THIS INFORMATION. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley Hospital. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE Lehigh Valley Hospital (EIN: 23-1689692) FEDERAL FORM 990. PLEASE REFER TO THE Lehigh Valley Hospital FEDERAL FORM 990 FOR THIS INFORMATION. From July 2024 to February 2025, John P. Mordach was AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH WAS EMPLOYED BY AND RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. STEPHEN V. DESTEFANO, CPA is A FORMER OFFICER OF THIS ORGANIZATION. MR. DESTEFANO IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH SYSTEM AS THE VICE PRESIDENT OF FINANCE FOR JEFFERSON HEALTH - NEW JERSEY, WHICH INCLUDES KENNEDY UNIVERSITY HOSPITAL, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH KENNEDY UNIVERSITY HOSPITAL, INC. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE KENNEDY UNIVERSITY HOSPITAL, INC. (EIN: 22-1773439) FEDERAL FORM 990. PLEASE REFER TO THE KENNEDY UNIVERSITY HOSPITAL, INC. FEDERAL FORM 990 FOR THIS INFORMATION. RICHARD J. WEBSTER, RN, MSN IS A FORMER OFFICER OF THIS ORGANIZATION. MR. WEBSTER RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION, AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (EIN: 23-2829095) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. FEDERAL FORM 990 FOR THIS INFORMATION. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; LINE 25 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024C; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024D; AND - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024E. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES MAY REFLECT A TJU OBLIGATED GROUP LIABILITY. THE MEMBERS OF THE OBLIGATED GROUP CONSIST OF THE FOLLOWING: - THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651 - THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC., EIN: 23-2829095 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH FACILITIES, INC., EIN: 22-2442032 - KENNEDY MEDICAL GROUP PRACTICE, P.C., EIN: 46-1420853 - THE MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS, EIN: 23-1476328 - JEFFERSON HEALTH CORPORATION, EIN: 23-2290323 - ALBERT EINSTEIN MEDICAL CENTER, EIN: 23-1396794 - EINSTEIN COMMUNITY HEALTH ASSOCIATES, INC., EIN: 23-2760086 - EINSTEIN MEDICAL CENTER MONTGOMERY, EIN: 20-4193243 - EINSTEIN PRACTICE PLAN, INC., EIN: 23-2664784 - FORNANCE PHYSICIAN SERVICES, EIN: 23-2275991 - MONTGOMERY HEALTH FOUNDATION, EIN: 22-2456265 - LEHIGH VALLEY HOSPITAL, INC., EIN: 23-1689692 - LEHIGH VALLEY HOSPITAL - HAZELTON, EIN: 23-2421970 - LEHIGH VALLEY HOSPITAL - POCONO, EIN: 24-0795623 - LEHIGH VALLEY HOSPITAL - SCHUYLKILL, EIN: 23-1352202 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED WITHIN THOMAS JEFFERSON UNIVERSITY'S (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDED JUNE 30, 2025. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST (DONOR RESTRICTED) - $1,901,836; AND - CHANGE IN NET ASSETS HELD BY AN AFFILIATED FOUNDATION (DONOR RESTRICTED) - $5,033,742. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 7 JHC false ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. PA 501(C)(3) 3 JHC false ALBERT EINSTEIN MEDICAL CENTER 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231396794 HEALTH SVCS. PA 501(C)(3) 3 JHC false ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. PA 501(C)(3) 10 JMG false ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232691968 HEALTH SVCS. PA 501(C)(3) 3 JMG false BCCT OVER CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352200 HEALTH SVCS. PA 501(C)(3) 3 JHC false BROADLINE RISK RETENTION GROUP 100 BANK STREET BURLINGTON VT 05401 272583356 INSURANCE VT 501(C)(3) 12A JHC false EINSTEIN COMMUNITY HEALTH ASSOCIATES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232760086 HEALTH SVCS. PA 501(C)(3) 12A JHC false EINSTEIN MEDICAL CENTER MONTGOMERY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 204193243 HEALTH SVCS. PA 501(C)(3) 3 JHC false EINSTEIN PRACTICE PLAN INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232664784 HEALTH SVCS. PA 501(C)(3) 12A JHC false EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622004 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false FAMILY CARE CENTERS INC PO BOX 4000 ALLENTOWN PA 181054000 232349341 HEALTH SVCS. PA 501(C)(3) 3 LVPG false FORNANCE PHYSICIAN SERVICES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232275991 HEALTH SVCS. PA 501(C)(3) 12A JHC false GHMC MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232225809 MANAGEMENT PA 501(C)(3) 12A AEMC false HAZLETON HEALTH & WELLNESS CENTER PO BOX 4000 ALLENTOWN PA 181054000 232580968 HEALTH SVCS. PA 501(C)(3) 12B JHC false HAZLETON PROFESSIONAL SERVICES PO BOX 4000 ALLENTOWN PA 181054000 205880364 HEALTH SVCS. PA 501(C)(3) 3 LVPG false HEALTH PARTNERS FOUNDATION 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 311674587 FUNDRAISING PA 501(C)(3) 12A HPP false HEALTH PARTNERS PLANS INC 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 232379751 INSURANCE PA 501(C)(4) JHNE false JEFFERSON CLUB AKA JEFF FACULTY CLUB 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232167488 HEALTH SVCS. PA 501(c)(3) 12A TJU false JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 230596940 HEALTH SVCS. PA 501(C)(3) 3 JHC false JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 237318683 FUNDRAISING PA 501(C)(3) 12A JHNE false JEFFERSON HEALTH CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232290323 MANAGEMENT PA 501(C)(3) 12A TJU false JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232858320 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON MEDICAL GROUP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026939 HEALTH SVCS. PA 501(C)(3) 12B JHC false JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232809585 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 464855345 HEALTH SVCS. NJ 501(C)(3) 12A JMG false JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622009 HEALTH SVCS. PA 501(C)(3) 12A TJUH false JUP of NJ KT PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 882234070 Health svcs. PA 501(C)(3) 12A JMG false KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 800550282 FUNDRAISING NJ 501(C)(3) 7 KUH false KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442032 HEALTH SVCS. NJ 501(C)(3) 12A JHC false KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 461420853 HEALTH SVCS. NJ 501(C)(3) 10 JMG false KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442034 REAL ESTATE NJ 501(C)(3) 12A KUH false KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 221773439 HEALTH SVCS. NJ 501(C)(3) 3 JHC false LANSDALE HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263359979 HEALTH SVCS. PA 501(c)(3) 3 JHC false LEHIGH VALLEY HEALTH NETWORK PO BOX 4000 ALLENTOWN PA 181054000 222458317 MANAGEMENT PA 501(C)(3) 12C JHC false LEHIGH VALLEY HOSPITAL PO BOX 4000 ALLENTOWN PA 181054000 231689692 HEALTH SVCS. PA 501(C)(3) 3 JHC false LEHIGH VALLEY HOSPITAL - HAZLETON PO BOX 4000 ALLENTOWN PA 181054000 232421970 HEALTH SVCS. PA 501(C)(3) 3 JHC false LEHIGH VALLEY HOSPITAL - POCONO PO BOX 4000 ALLENTOWN PA 181054000 240795623 HEALTH SVCS. PA 501(C)(3) 3 JHC false LEHIGH VALLEY HOSPITAL - SCHUYLKILL PO BOX 4000 ALLENTOWN PA 181054000 231352202 HEALTH SVCS. PA 501(C)(3) 3 JHC false LEHIGH VALLEY PHYSICIAN GROUP PO BOX 4000 ALLENTOWN PA 181054000 232700908 HEALTH SVCS. PA 501(C)(3) 3 JHC false LEONARD PARKER POOL INSTITUTE FOR HEALTH PO BOX 4000 ALLENTOWN PA 181054000 851211082 FUNDRASING PA 501(C)(3) 3 LVH false LVHN EMERGENCY MEDICAL SERVICES PO BOX 4000 ALLENTOWN PA 181054000 232532377 HEALTH SVCS. 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PA 501(C)(3) 12A EMCM false PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352294 EDUCATION PA 501(C)(3) 2 TJU false POCONO HEALTH FOUNDATION PO BOX 4000 ALLENTOWN PA 181054000 232516451 FUNDRASING PA 501(C)(3) 12A LVHP false POCONO HS MED PROFESS LIAB SELF INS TRST PO BOX 4000 ALLENTOWN PA 181054000 206560453 INSURANCE PA 501(C)(3) 12A LVHP false POCONO VNA-HOSPICE PO BOX 4000 ALLENTOWN PA 181054000 232535297 HEALTH SVCS. PA 501(C)(3) 10 LVHP false SCHUYLKILL HEALTH SYSTEM MED GROUP INC PO BOX 4000 ALLENTOWN PA 181054000 232866006 HEALTH SVCS. PA 501(C)(3) 10 LVPG false STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222443981 HEALTH SVCS. 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PA NA SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP PO BOX 4000 ALLENTOWN PA 181054000 232514813 REAL ESTATE PA NA TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232400586 MEDICAL OFFICE PA NA UHS-LVHN JV LLC 367 S GULPH ROAD KING OF PRUSSIA PA 194063121 871641782 HOSPITAL OPS. PA NA 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA NA S CORP. false ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232075587 HEALTH SVCS. PA NA C CORP. false CARBON SCHUYLKILL ENDOSCOPY CENTER INC 400 S NINTH STREET LEHIGHTON PA 182351812 731662391 HEALTH SVCS. PA NA S CORP. false CMMC INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232256479 REAL ESTATE PA NA C CORP. false EINSTEIN HEALTHCARE SYSTEMS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232314938 INACTIVE PA NA C CORP. false HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA NA C CORP. false HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232259593 HEALTH SVCS. PA NA C CORP. false JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232830152 HEALTH SVCS. PA NA C CORP. false JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS. NJ NA C CORP. false JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA NA C CORP. false KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ NA C CORP. false KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ NA C CORP. false LEHIGH VALLEY HEALTH SERVICES INC PO BOX 4000 ALLENTOWN PA 181054000 232263665 HEALTH SVCS. PA NA C CORP. false LEHIGH VALLEY PHYSICIAN HOSPITAL ORG INC 1605 N CEDAR CREST BLVD SUITE 411 ALLENTOWN PA 18104 232750430 HEALTH SVCS. 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FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.