2026-05-13T17:14:51-04:00 2025-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-07-01 465338502 ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING % RONALD C KELLER CPA ALBE 2154566760 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 MICHAEL HARRINGTON EVP/CFO 2159554773 2026-05-12 true true Scott J Mariani P00642486 2155462140 2024 2025-03-06 01:10:19Z DIXIEANNE P JAMES 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 1436625276 true true 5949 X www.jeffersonhealth.org X PA THE MISSION OF THE ORGANIZATION IS THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES. 59 45 10026 63 0 0 30952397 21192820 1406331816 1353436215 74292095 54364076 5425656 7257707 1517001964 1436250818 0 0 0 0 984162365 1026549445 0 0 3137687 618636199 659442994 1602798564 1685992439 -85796600 -249741621 1582717879 1637135422 1023510361 1232423881 559207518 404711541 X AEHN GROUP IS LICENSED TO OPERATE 721 ACUTE CARE BEDS. TERTIARY CARE IS PROVIDED THROUGH THREE LOCATIONS, ITS MAIN CAMPUS IN NORTH PHILADELPHIA, ITS CAMPUS AT MONTGOMERY COUNTY AND AT ELKINS PARK (UNTIL JUNE 30, 2023). IN ADDITION, ITS MAIN CAMPUS OPERATES A 24-HOUR LEVEL I TRAUMA CENTER WITH AN OPEN ADMISSIONS POLICY PROVIDING EMERGENCY SERVICES TO THE COMMUNITY. AEHN GROUP PROVIDES HEALTH AND HEALING SERVICES TO THE COMMUNITIES IT SERVES AND TRAINS PHYSICIANS TO BE ACCOMPLISHED LEADERS THROUGH SCHOLARLY ACTIVITY, EXCELLENCE IN TEACHING, AND PARTICIPATION IN RESEARCH. AEHN GROUP IS LICENSED TO OPERATE 270 REHABILITATION BEDS. REHABILITATION SERVICES ARE PROVIDED IN A 83-BED SETTING ON ITS CENTER CITY CAMPUS AND IN A 187-BED SETTING AT THE ELKINS PARK LOCATION. AEHN GROUP OPERATES AND MAINTAINS HOSPITALS AND CLINICAL FACILITIES FOR THE STUDY, DIAGNOSIS, CARE, TREATMENT, AND REHABILITATION OF PERSONS WITH MENTAL OR EMOTIONAL DISORDERS. AEHN GROUP PROVIDES EDUCATION AND COUNSELING OF SUC false true 1448195284 0 1353436215 EXPENSES INCURRED IN PROVIDING EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. 1448195284 true true false true false false false false false true true false true true true false false true false false false false false false true true true true false false true false false false false false false false false true true false false false true true true false false true X 422 0 true 10026 true false false false false false true true false false false false true false X 59 45 true true true false true true true true true false false true true true true true true true true true true AL AK AZ AR CA CO CT DC GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X MARK KOTAPKA MD CHAIR NEUROSURGERY 55.0 0.0 X 1550095 0 39207 DIXIEANNE P JAMES TRUSTEE - PRES. CENTRAL REGION 55.0 0.0 X X 0 1286072 114498 JAMES RAPHAEL MD CHAIR ORTHOPEDIC SURGERY 55.0 0.0 X 1190663 0 33756 CHRISTOPHER WILLIAMSON MD ORTHOPEDIC SURGEry 55.0 0.0 X 1189959 0 30075 PATRICK B COOPER MD NEUROSURGERY 55.0 0.0 X 1209719 0 7876 RADI ZAKI MD CHAIR SURGERY GENERAL 55.0 0.0 X 1150537 0 21237 KENNETH D LEVITAN FORMER OFFICER 0.0 0.0 X 1034560 0 18591 ALBERTO ESQUENAZI MD TRUSTEE 55.0 0.0 X 878046 0 27111 RICHARD H FINE MD TRUSTEE - SURGERY CHAIRMAN 55.0 0.0 X 828718 0 25297 ROHIT GULATI MD EVP & CMO 55.0 0.0 X 818303 0 1236 BETH DUFFY COO EMCM 55.0 0.0 X 0 722399 89418 ANGELA NICHOLAS MD TRUSTEE - CMO FPS 55.0 0.0 X X 0 659827 69868 STEVEN L SIVAK MD Tte-CMO/PRES EPP/FPS(TRM12/24) 55.0 0.0 X X 706458 0 16006 GINA MARONE CHIEF NURSE EXECUTIVE - AEMC 55.0 0.0 X 613359 0 1123 GERARD F BLANEY FORMER OFFICER 0.0 0.0 X 531505 0 18322 MAUREEN JORDAN VP HEALTHCARE SERVICES - AEMC 55.0 0.0 X 530829 0 1503 THOMAS J SMITH COO - MOSS 55.0 0.0 X 417189 0 27055 MICHAEL GEORGE VP HEALTH SVCS-PROF FUND MGT. 55.0 0.0 X 400609 0 9777 CHRISTOPHER SCAVEN MEDICAL DIRECTOR-ECHA 55.0 0.0 X 373125 0 13119 DORLYN LAW VP HEALTH SVCS-PROF FUND MGT. 55.0 0.0 X 357634 0 21596 PENNY J REZET ESQ FORMER OFFICER 0.0 0.0 X 289355 0 18188 PATRICIA MODAFFERI VP HEALTHCARE SERVICES - EMCM 55.0 0.0 X 214052 0 3142 CYNTHIA M DEGRANDPRE FORMER KEY EMPLOYEE 0.0 0.0 X 187187 0 17133 JAY D'LUGIN FORMER KEY EMPLOYEE 0.0 0.0 X 202865 0 0 BRUCE MENKOWITZ MD TRUSTEE 55.0 0.0 X 99840 0 1248 LEWIS I GANTMAN ESQ CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 CAROLE S BEN-MAIMON MD TRUSTEE 5.0 0.0 X 0 0 0 STEVEN BERK ESQ TRUSTEE 5.0 0.0 X 0 0 0 RICHARD J BRAEMER TRUSTEE 5.0 0.0 X 0 0 0 SUSAN KLINE KLEHR TRUSTEE 5.0 0.0 X 0 0 0 JOHN P KORMAN TRUSTEE 5.0 0.0 X 0 0 0 ELLEN KRAFTSOW-KOGAN TRUSTEE 5.0 0.0 X 0 0 0 MATHEW S LEVITTIES TRUSTEE 5.0 0.0 X 0 0 0 ROBERT J LIPSTEIN TRUSTEE 5.0 0.0 X 0 0 0 ERIC RAYMOND TRUSTEE 5.0 0.0 X 0 0 0 LAWRENCE S REICHLIN TRUSTEE 5.0 0.0 X 0 0 0 MADALYN ROVINSKY TRUSTEE 5.0 0.0 X 0 0 0 GREGORY H STEIN TRUSTEE 5.0 0.0 X 0 0 0 HANK SIMMS MD TRUSTEE 5.0 0.0 X 0 0 0 MARINA KATS ESQ CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 JOANNE FISHMAN ESQ TRUSTEE 5.0 0.0 X 0 0 0 JOAN L GOLDSTEIN TRUSTEE 5.0 0.0 X 0 0 0 JOSHUA S GROSS TRUSTEE 5.0 0.0 X 0 0 0 DEBRA HOLLANDER TRUSTEE 5.0 0.0 X 0 0 0 EDMUND PRIBITKIN MD MBA TRUSTEE - PRESIDENT JMG 60.0 0.0 X X 0 0 0 JUDITH K TRICHON TRUSTEE 5.0 0.0 X 0 0 0 GEOFFREY M DUFFINE ESQ CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 ALISON KORMAN FELDMAN TRUSTEE 5.0 0.0 X 0 0 0 THOMAS N PERLOFF TRUSTEE 5.0 0.0 X 0 0 0 RICHARD C SHEERR TRUSTEE 5.0 0.0 X 0 0 0 ANTHONY R SHERR ESQ TRUSTEE 5.0 0.0 X 0 0 0 RICHARD A WOLFSON TRUSTEE 5.0 0.0 X 0 0 0 JOHN P MORDACH TREAS. - TRUSTEE (TERM 02/25) 60.0 0.0 X X 0 0 0 BRIAN SWEENEY RNMBAFACHE PRESIDENT - NORTH REGION 60.0 0.0 X 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 0 0 THOMAS J MARCHOZZI MBA CPA TREASURER (EFF 2/2025) 60.0 0.0 X 0 0 0 14774607 2668298 626382 2499 true true false THOMAS JEFFERSON UNIVERSITY 1101 Market Street Suite 2004 PHILADELPHIA PA 19107 CORPORATE SVCS 237797155 SYMMETRY WORKFORCE SOLUTIONS LLC 5930 CORNERSTONE COURT WEST SUITE SAN DIEGO CA 92121 STAFFING 12533630 ARAMARK PO BOX 7247-0342 PHILADELPHIA PA 191700340 FOOD SVCS/CATERING 9464355 TARGET BUILDING CONSTRUCTION INC 1124 CHESTER PIKE CRUM LYNNE PA 190221225 CONSTRUCTION 6433758 DVA HEALTHCARE RENAL CARE INC PO BOX 781607 PHILADELPHIA PA 191781607 MEDICAL 5265374 182 505389 20687431 80025 21192820 NET PATIENT SERVICE REVENUE 622110 1322149481 1322149481 OTHER HEALTHCARE RELATED REVENUE 622110 29723718 29723718 TUITION & EDUCATION 611310 1497256 1497256 RENTAL INCOME FROM AFFILIATES 531190 65760 65760 1353436215 23666347 0 23666347 0 0 1620238 1620238 0 1620238 1620238 30697729 30697729 30697729 30697729 374458 505389 374458 24426 0 24426 24426 0 0 0 CAFETERIA 722514 4640673 4640673 PARKING/GARAGE 812930 972370 972370 5613043 1436250818 1353436215 0 61621783 0 0 0 0 6386375 6386375 0 837565434 739685181 94907820 2972433 39367623 33555678 5811945 90688552 77279455 13409097 52541461 44785181 7756280 0 2522395 294464 2227931 597811 74313 523498 48002 48002 0 0 136524845 83089410 53293916 141519 5783328 169259 5613549 520 10690439 6908078 3759146 23215 21021307 21021307 0 26087483 20101007 5986476 2155328 1593306 562022 0 899672 747504 152168 19754710 17188656 2566054 0 54416136 54213651 202485 45581632 45581632 MEDICAL SUPPLIES 248610233 247295657 1314576 MA TAX ASSESSMENT 51918468 51918468 DUES & SUBSCRIPTION 7956467 6313927 1642540 FOOD & RELATED PRODUCTS 7071026 6944898 126128 17803712 4021182 13782530 1685992439 1448195284 234659468 3137687 X 1702340 5962277 0 0 7816263 11262383 233577189 265661735 0 0 0 0 0 0 24556983 27381474 6508489 5882512 827778852 207521706 638588532 620257146 0 0 0 0 481985389 570229131 0 0 187982694 130498764 1582717879 1637135422 367138666 114459096 0 0 2316543 4492165 0 0 0 0 0 0 2024548 805827 0 0 652030604 1112666793 1023510361 1232423881 X 403166685 226971502 156040833 177740039 559207518 404711541 1582717879 1637135422 X -249741621 -2820761 98066405 X X false true X true false X X 3 ALBERT EINSTEIN MEDICAL CENTER 231396794 3 true 0 0 BCCT OVER CORP 231352200 3 true 0 0 EINSTEIN MEDICAL CENTER MONTGOMERY 204193243 3 true 0 0 3 0 0 false false false false false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE A, PART I The public charity status reflected on schedule a, part i is for Albert einstein medical center, the largest subordinate organization included in the group exemption ruling and in this consolidated group form 990. Outlined below is the public charity status for all other organizations included in the group exemption: Bcct over corp, schedule a, part i, line 3, a hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii); Einstein community health associate; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity. Einstein medical center montgomery; schedule a, part i, line 3, a hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii); Einstein practice plan, inc.; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity. Fornance physician services, inc.; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity. Effective with the close of business on June 30, 2025, BCCT Over Corp, was statutorily merged into Jefferson Health Corporation; a related internal revenue code section 501(c)(3) tax-exempt organization SCHEDULE A, PART I, LINE 12G EINSTEIN COMMUNITY HEALTH ASSOCIATES SUPPORTS THE FOLLOWING ORGANIZATIONS: ALBERT EINSTEIN MEDICAL CENTER BCCT OVER CORP. EINSTEIN PRACTICE PLAN, INC. SUPPORTS THE FOLLOWING ORGANIZATIONS: ALBERT EINSTEIN MEDICAL CENTER BCCT OVER CORP. EINSTEIN MEDICAL CENTER MONTGOMERY Effective with the close of business on June 30, 2025, BCCT Over Corp, was statutorily merged into Jefferson Health Corporation; a related internal revenue code section 501(c)(3) tax-exempt organization. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 48002 48002 false false SCHEDULE C, PART II-B; LINE 1I THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990 ARE MEMBERS OF AMERICA'S ESSENTIAL HOSPITALS AND THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH 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 ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. THIS ALLOCATION AMOUNTED TO $48,002 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. 270177700 71857588 27369239 16110226 353294301 147183489 112877113 25432520 15315422 270177700 139116103 6174689 7533561 5640864 147183489 153179336 5656000 -14143233 5576000 139116103 126960405 6607000 26050931 6439000 153179336 0.61140 0.38860 true false 24652794 24652794 545728135 69382312 476345823 31898 1474 30424 234419958 137907158 96512800 22946067 230762 22715305 620257146 SHORT-TERM INVESTMENTS 38109880 F LONG-TERM INVESTMENTS 477617124 F ASSETS WHOSE USE IS LIMITED 49662121 F ASSETS HELD BY AFFILIATED FDN. 4840006 F 570229131 RIGHT OF USE ASSET 22438115 INSURANCE RECOVERABLE 106337583 OTHER ASSETS 1723066 130498764 0 RIGHT OF USE LIABILITY 24632274 ACCRUED PENSION LIABILITY 10723161 ACCRUED PROFESSIONAL LIAB. CLAIMS 226292000 TJU OBLIGATED GROUP LIABILITY 792823091 ACCRUED WORKERS COMPENSATION CLAIMS 7355848 GRANTS AND CONTRACT ADVANCES 390746 OTHER LIABILITIES 50449673 1112666793 FORM 990, SCHEDULE D, PART V, LINE 4 Endowments - true endowment funds established by donor gifts and maintained to provide a permanent source of income, generally stipulating that the principal must be invested and kept intact perpetually while the income generated may be used by the organization. Perpetual trusts - these are funds held by outside trustees in trust accounts for which Albert Einstein Medical Center is named as beneficiary. The distributions from these funds support the operations of the organization. Temporarily restricted funds - used for purposes specified by donors. 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. HARVEST BALL 507833 345742 162091 99013 11900 51178 SMALL MIRACLES 313660 125480 188180 3389 76055 108736 2 58354 34167 24187 700 2852 1337 19298 879847 505389 374458 3389 700 177920 13237 179212 374458 24426 true 1.00000 24426 24426 PA true false false false 1.00000 JEFFERSON FINANCE PERSONNEL 1101 Market Street Suite 2004 PHILADELPHIA PA 19107 false JEFFERSON FINANCE PERSONNEL 0 HANDLE DAY TO DAY RAFFLE OPERATIONS X false true true X true X true X 500. true true false false 22587262 22587262 0.01630 500191312 312279538 187911774 0.13590 522778574 312279538 210499036 0.15220 1040973 1040973 0.00080 92206584 52836663 39369921 0.02850 56468783 5520763 50948020 0.03680 15509136 14546108 963028 0.00070 6300 6300 165231776 72903534 92328242 0.06680 688010350 385183072 302827278 0.21900 1 60 4518 4518 1 60 4518 4518 true 44173876 12318458 182549042 187431427 -4882385 X true true 2 1 ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA PA 19141 www.jeffersonhealth.org 270601 X X X X X A 2 EINSTEIN MEDICAL CENTER MONTGOMERY 559 WEST GERMANTOWN PIKE EAST NORRITON PA 19403 www.jeffersonhealth.org 227101 X X X X X A A false false true X X X X X X X X X 24 true true true true X WWW.JEFFERSONHEALTH.ORG X true 24 true WWW.JEFFERSONHEALTH.ORG false true X 200. 500. X X X X true true X X X true X WWW.JEFFERSONHEALTH.ORG X WWW.JEFFERSONHEALTH.ORG X WWW.JEFFERSONHEALTH.ORG X X X X X X true X false X X X X true X false false 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 HOSPITALS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING ("AEHNGLR") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE FACE OF 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, QUESTIONS 6A & 6B AEHNGLR 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) 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 AEHNGLR 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 AEHNGLR COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE 2025 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT [RCHNA]. AEHNGLR 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 8 AEHNGLR, PLACED THE FINAL 2025 RCHNA ON THE HEALTH SYSTEM'S WEBSITE TO PROVIDE ACCESS AND MAKE WIDELY AVAILABLE. THE RCHNA FROM 2022 CONTINUES TO BE POSTED. SEVERAL LOCAL NON-PROFIT ORGANIZATIONS REQUESTED THE RCHNA. THEY WERE GIVEN ACCESS VIA THE DOWNLOADABLE DOCUMENT ON THE WEBSITE OR LH LEADERS EMAILED IT TO THEM. IN FY25, THIS PROCESS REMAINED IN EFFECT. ALL 2025 RCHNA AND IMPLEMENTATION PLANS WERE SHARED WITH ALL KEY COMMUNITY STAKEHOLDERS AND PARTICIPANTS IN INTERVIEWS AND MEETINGS. THE IMPLEMENTATION PLANS WERE APPROVED IN FY25, AND CONTINUE TO DOCUMENT THE COMMUNITY OUTREACH FOCUS. WHILE THE 2025 RCHNA WAS APPROVED IN FY25, THE IMPLEMENTATION PLAN THAT WAS IN PLACE FOR THE FISCAL YEAR CONTINUED TO BE BASED ON THE 2022 RCHNA. THE IMPLEMENTATION PLAN BASED ON THE 2025 RCHNA WAS NOT DEVELOPED, APPROVED, AND POSTED UNTIL NOVEMBER 15, 2025. THE STRATEGY OF THE IMPLEMENTATION PLANS IDENTIFIES THE MEANS THROUGH WHICH THE HOSPITAL PLANS TO ADDRESS NEEDS THAT ARE CONSISTENT WITH THE HOSPITAL'S CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FROM 2023 THROUGH 2025. BEYOND PROGRAMS DISCUSSED IN THE STRATEGY, THE HOSPITAL IS ADDRESSING MANY OF THESE NEEDS SIMPLY BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL ANTICIPATES HEALTH NEEDS AND RESOURCES MAY CHANGE, AND THUS A FLEXIBLE APPROACH WAS ADOPTED IN THE DEVELOPMENT OF ITS STRATEGY TO ADDRESS NEEDS IDENTIFIED IN THE 2022 RCHNA AND IMPLEMENTED IN FY25. THEMES EMERGED FROM THE RCHNA MEETINGS AND WERE ANALYZED AND CODED WITH ALL QUANTITATIVE DATA. RECOGNITION OF THEMES WERE DISCUSSED AND THE RESULTING ANALYSIS IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS ORGANIZED INTO MAJOR TOPICS. OVERALL, THE HEALTH OF THE POPULATIONS SERVED IN THE AEHNGLR SERVICE AREA IS GOOD, RANKING HIGHER THAN THE MONTGOMERY COUNTY AND PENNSYLVANIA STATE POPULATIONS AS A WHOLE. AEHNGLR'S ACCESS TO CARE IP/ACTION PLAN WAS REVIEWED IMMEDIATELY WITH SEVERAL ENHANCEMENTS INTRODUCED. AEHNGLR CONTINUES TO WORK COLLABORATIVELY WITH PROVIDERS ON SUBSTANCE USE DISORDERS. A THOROUGH REVIEW OF THE POLICY AND PROCEDURES FOR FINANCIAL ASSISTANCE TOOK PLACE IN ACCORDANCE WITH INTERNAL REVENUE CODE 501(R) WITH A NEW ENTERPRISE FINANCIAL ASSISTANCE POLICY ADOPTED IN FY20. SERVICES AT AEHNGLR INCLUDED A FINANCIAL COUNSELOR AND/OR ELECTRONIC SUBMISSION DURING THE PANDEMIC TO HELP DETERMINE ELIGIBILITY FOR GOVERNMENT-SPONSORED PROGRAMS, AND OFFER ASSISTANCE WITH THE HEALTH INSURANCE EXCHANGE AND OTHER INSURANCE COVERAGE. OVERVIEW OF IMPLEMENTATION STRATEGY INCLUDES: DURING FY25, PRIORITIZATION WAS PLACED INTO THE RCHNA TO MAXIMIZE THE RESOURCES AVAILABLE TO THE HOSPITAL. THE STRATEGY FOCUSES ON THE PRIORITY HEALTH NEEDS THAT ARE MOST IMPORTANT OF COMMUNITY HEALTH PRIORITIES: MENTAL HEALTH CONDITIONS, SUBSTANCE USE AND RELATED DISORDERS, CHRONIC DISEASE PREVENTION AND MANAGEMENT, ACCESS TO AFFORDABLE PRIMARY AND SPECIALTY CARE, HEALTHCARE AND HEALTH RESOURCES NAVIGATION, AND FOOD ACCESS. THE TOP SIX PRIORITIES WERE REVIEWED AND APPROVED BY SENIOR MANAGEMENT. AEHNGLR CONTINUES COLLABORATION REGIONALLY WITH OTHER HOSPITALS AND HEALTH SYSTEMS WITHIN BUCKS AND MONTGOMERY COUNTIES THROUGH PARTNERSHIPS, COOPERATION, AND COORDINATION ON PUBLIC HEALTH ISSUES. 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 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 FOR THE 2025 RCHNA 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 2022 CHIPS IN FY23. 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 44 MOSS REHAB - ELKINS 60 EAST TOWNSHIP LINE ROAD ELKINS PARK PA 19027 TEACHING, RESEARCH, AND REHABILITATION EINSTEIN MEDICAL CENTER ELKINS PARK 60 EAST TOWNSHIP LINE ROAD ELKINS PARK PA 19027 GENERAL MEDICAL AND TEACHING EINSTEIN MEDICAL CENTER MONTGOMERY 609 W GERMANTOWN PIKE EAST NORRITON PA 19403 OUTPATIENT EINSTEIN MEDICAL CENTER ONE 9880 BUSTLETON AVENUE PHILADELPHIA PA 19115 OUTPATIENT MOSS REHAB - TABOR RD 1200 W TABOR ROAD PHILADELPHIA PA 19141 TEACHING AND REHABILITATION WILLOWCREST 5501 OLD YORK ROAD PHILADELPHIA PA 19141 SKILLED NURSING MOSS REHAB PLYMOUTH MEETING 633 E GERMANTON PIKE PLYMOUTH MEETING PA 19462 TEACHING AND REHABILITATION MOSS REHAB - DOYLESTOWN 595 WEST STATE STREET DOYLESTOWN PA 18901 TEACHING AND REHABILITATION EINSTEIN MEDICAL CENTER MONTGOMERY 700 W GERMANTOWN PIKE EAST NORRITON PA 19403 OUTPATIENT SERVICES EINSTEIN MEDICAL CENTER MONTGOMERY 676 DEKALB PIKE SUITE 100 BLUE BELL PA 194221223 OUTPATIENT SERVCIES EINSTEIN MEDICAL CENTER MONTGOMERY 100 MARKET STREET PROVIDENCE TOWN C COLLEGVILLE PA 19462 OUTPATIENT SERVICES MOSS REHAB ARIA BUCKS CNTY CAMPUS 380 NORTH OXFORD VALLEY ROAD LANGHORNE PA 19047 TEACHING AND SKILLED NURSING MOSS REHAB ARIA HOSPITAL 4900 FRANKFORD AVENUE PHILADELPHIA PA 19124 REHABILITATION AND TEACHING MOSS REHAB - JENKINTOWN 201 OLD YORK RD SUITE 100 JENKINTOWN PA 19046 OUTPATIENT REHABILITATION AND TEACHING EINSTEIN MEDICAL CENTER MONTGOMERY 633 E GERMANTOWN PIKE PLYMOUTH MEETING PA 19462 OUTPATIENT SERVICES MOSS REHAB NORRISTOWN 1330 POWELL STREET NORRISTOWN PA 19401 OUTPATIENT REHABILITATION AND TEACHING MOSS REHAB - CENTER ONE 9880 BUSTLETON AVENUE SUITE 328 PHILADELPHIA PA 19115 REHABILITATION AND TEACHING EINSTEIN MEDICAL CENTER MONTGOMERY 210 MALL BLVD KING OF PRUSSIA PA 19406 TEACHING AND REHABILITATION MOSS REHAB OUTPATIENT CENTER 100 MARKET STREET PROVIDENCE TOWN COLLEGEVILLE PA 19426 OUTPATIENT REHABILITATION AND TEACHING MOSS REHAB CASTOR AVENUE 7198 CASTOR AVENUE PHILADELPHIA PA 19149 TEACHING AND REHABILITATION MOSS REHAB OP CENTERCENTER CITY 12 S 23RD STREET PHILADELPHIA PA 19103 TEACHING AND REHABILITATION MOSS REHAB KING OF PRUSSIA 210 MALL BLVD KING OF PRUSSIA PA 19406 OUTPATIENT REHABILITATION AND TEACHING MOSS REHAB EAST NORRITON 609 W GERMANTOWN PIKE EAST NORRITON PA 19403 REHABILITATION AND TEACHING MOSS REHAB LANSDALE 2010 N BROAD STREET LANSDALE PA 19446 TEACHING AND REHABILITATION MOSS REHAB OP CENTERGERMANTOWN 5753 WAYNE AVENUE PHILADELPHIA PA 19144 TEACHING AND REHABILITATION DRUCKER BRAIN INJURY CTR CLUBHOUSE 7612 DUNGAN ROAD PHILADELPHIA PA 19111 TEACHING AND REHABILITATION MOSS REHAB NORRITON 170 WEST GERMANTOWN PIKE SUITE C1 EAST NORRITON PA 194011389 TEACHING AND REHABILITATION MOSS REHAB-INSTITUTE FOR BRAIN HEALTH 91 N YORK ROAD - 3RD FLOOR WILLOW GROVE PA 19090 TEACHING AND REHABILITATION Einstein Gastroenterology at Cottman Ave 700 Cottman Avenue Philadelphia PA 19111 Outpatient Services Einstein Physicians Holland Peds-buck rd 295 Buck Road Northampton PA 18966 Outpatient Services Broad Axe Family Medicine 721 Skippack Pike Blue Bell PA 19422 Outpatient Services Einstein Physicians Mayfair 7131-41 Frankford Avenue Philadelphia PA 19135 Outpatient Services Einsteins Physicians Holland Pediatrics 9122 Frankford Avenue PHILADELPHIA PA 19114 Outpatient Services Einstein Family Medicine at Logan Plaza 5201 Old York Road Philadelphia PA 19141 Outpatient Services Einstein Physicians Roxborough 6001 Ridge Avenue Philadelphia PA 19128 Outpatient Services Einstein Physicians Pennypack 8556 Bustleton Ave Philadelphia PA 19152 Outpatient Services Einstein Physicians at Mt Airy 7500 Germantown Avenue Philadelphia PA 19119 Outpatient Services Trappe Family Practice at Iron Bridge 17 Iron Bridge Drive Collegeville PA 19426 Outpatient Services Einstein Phys Norristown Family Phys 1437 DeKalb St Norristown PA 19401 Outpatient Services Einstein Phys Plymouth Meeting Fam med 4070 Butler Pike Plymouth Meeting PA 19462 Outpatient Services Einstein Phys North Wales Family Med 212 N Main Street Borough North Wales PA 19454 Outpatient Services Einstein Physicians Elkins Park 401 E Township Line Rd Elkins Park PA 19027 Outpatient Services Jefferson OBGYN - Lawndale 7201 Rising Sun Avenue Philadelphia PA 19111 Outpatient Services Einstein Physicians Olney 101 E Olney Avenue Philadelphia PA 19120 Outpatient Services SCHEDULE H, PART I, LINE 3C AEHNGLR IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") AEHNGLR 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). AEHNGLR 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. THE ORGANIZATION HAS INCLUDED WITHIN SUBSIDIZED HEALTH SERVICES VARIOUS SERVICES BECAUSE IT MEETS AN IDENTIFIED COMMUNITY NEED. A SERVICE MEETS AN IDENTIFIED COMMUNITY NEED BECAUSE IT WAS IDENTIFIED IN ONE OF ITS MOST RECENT CHNA'S OR IDENTIFIED THROUGH OTHER MEANS AND THE ORGANIZATION REASONABLY FEELS THAT IF THE ORGANIZATION NO LONGER OFFERED THE SERVICE: (1) THE SERVICE WOULD BE UNAVAILABLE IN THE COMMUNITY; (2) THE COMMUNITY'S CAPACITY TO PROVIDE THE SERVICE WOULD BE BELOW THE COMMUNITY'S NEED; OR (3) THE SERVICE WOULD BECOME THE RESPONSIBILITY OF GOVERNMENT OR ANOTHER TAX-EXEMPT ORGANIZATION. SUBSIDIZED HEALTH SERVICES INCLUDE FUNDING TO SUPPORT CERTAIN PROFESSIONAL PHYSICIAN SERVICES AND VARIOUS OTHER HOSPITAL AND HEALTHCARE SYSTEM PROGRAMS IN ACCORDANCE WITH THE ABOVE CRITERIA. IN ADDITION, NO COSTS RELATING TO SUBSIDIZED HEALTHCARE SERVICES ARE ATTRIBUTABLE TO ANY PHYSICIAN CLINICS. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIOECONOMIC WELL-BEING OF THE COMMUNITIES IN OUR CARE. THIS IS ACCOMPLISHED THROUGH SERVICE ON STATE AND REGIONAL ADVOCACY COMMITTEES AND BOARDS, VOLUNTEERISM WITH LOCAL COMMUNITY-BASED NON-PROFIT ADVOCACY GROUPS, AND PARTICIPATION IN CONFERENCES AND OTHER EDUCATIONAL ACTIVITIES TO PROMOTE UNDERSTANDING OF THE ROOT CAUSES OF HEALTH CONCERNS. SCHEDULE H, PART III, SECTION A; LINES 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 10 & 11) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION. SCHEDULE H, PART III, SECTION B; LINE 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3) 1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007, WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSED HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WOULD GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENT SCHEDULE H, PART III, SECTION C; QUESTION 9B AEHNGLR PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH-QUALITY CARE TO ALL PATIENTS IT SERVES, AEHNGLR 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. AEHNGLR 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, AEHNGLR 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 90 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS ARE TRANSFERRED TO A LONG-TERM, INTEREST-FREE AGENCY PARTNER WHO WILL ALLOW PATIENTS TO EXTEND THEIR PAYMENTS AND CONSIDER A MONTHLY RATE THAT MAY BETTER MEET THEIR FINANCIAL NEEDS. UPON THE PATIENT EITHER FAILING TO ENGAGE WITH THE VENDOR OR DEFAULTING ON ANY ARRANGEMENT, THE ACCOUNT WILL BE RETURNED. WHEN THE ACCOUNT IS RETURNED WITH AN UNPAID BALANCE, THE ACCOUNTS THEN GO THROUGH A PRESUMPTIVE CHARITY DETERMINATION. ANY ACCOUNTS MEETING PRESUMPTIVE CHARITY CRITERIA ARE ADJUSTED WITH A "PRESUMPTIVE CHARITY" TRANSACTION CODE. REMAINING DEBIT BALANCE ACCOUNTS ARE TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY IF THE BALANCE IS UNDER $5,000.00. IF THE $5,000 OR HIGHER, THE ACCOUNTS ARE REFERRED TO A LAW 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, AEHNGLR 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 AEHNGLR'S FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY IS PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY AEHNGLR. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, AEHNGLR 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. AEHNGLR'S GENERAL COUNSEL IS REQUIRED TO APPROVE ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT AEHNGLR HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS, MAY INITIATE THE USE ECAS, RESTS WITH THE ORGANIZATION'S VICE PRESIDENT DIRECTOR OF REVENUE CYCLE OPERATIONS. SCHEDULE H, PART VI; QUESTION 2 AS A NON-PROFIT INTERNAL REVENUE CODE 501(C)(3) ORGANIZATION, AEHNGLR HAS A STRONG MISSION OF COMMUNITY SERVICE AND OUTREACH. 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 WILL PRODUCE 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 EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS. 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: 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. THE COMMUNITY HEALTH DEPARTMENT, WORKING UNDER THE GUIDANCE OF THE ABINGTON HEALTH FOUNDATION'S REV. DR. MARTIN LUTHER KING JR. COMMUNITY BENEFIT AND DIVERSITY COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE IMPLEMENTATION PLANS FOCUSING ON PRIORITY ISSUES AND MOST IMPORTANT HEALTH NEEDS. IN ADDITION, THIS ORGANIZATION WORKS WITH LOCAL PROVIDERS TO PLAN AND DISCUSS HEALTH NEEDS OF THE POPULATION. AEHNGLR CONTINUES TO ATTEND LOCAL AND REGIONAL COMMUNITY ORGANIZATION MEETINGS AND COUNTY COLLABORATIVES FOR THE GREATER LANSDALE AREA. REGIONAL COUNTY COLLABORATIVES INCLUDE THE HEALTHCARE SYSTEM WITH REPRESENTATION FROM LOCAL POLITICIANS, LOCAL COMMUNITY HEALTH CENTERS, EMERGENCY HEALTH PROVIDERS AND OTHER COMMUNITY HEALTH LEADERS. AEHNGLR WORKED WITH AREA HOSPITALS AND NONPROFITS TO FORM THE MONTGOMERY COUNTY HEALTH ALLIANCE WHICH RECEIVED PA STATE DESIGNATION OF SHIP STATUS (STATE HEALTH IMPROVEMENT PLAN). IN ADDITION, ABINGTON HEALTH CONTINUED TO PARTICIPATE IN COACH WHICH FOCUSED ON FOOD INSECURITY, FUTURE RCHNA, TRAUMA INFORMED CARE AND MENTAL HEALTH. COMMUNITY HEALTH AND BEHAVIORAL HEALTH LEADERS IN FY25 CONNECTED WITH LOCAL CHAPTERS OF NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS) TO COLLABORATE AND ENGAGE REFERRALS. DURING COVID-19, MANY SUPPORT GROUPS WENT VIRTUAL AND AEHNGLR LEADERS OBTAINED INFORMATION AND SHARED WITH WORKFORCE AND COMMUNITY. CHRONIC CARE PATIENTS WERE OFFERED THIS INFORMATION. THESE SAME LEADERS CONTINUED TO WORK DURING THIS RCHNA CYCLE WITH THE REGIONAL OVERDOSE PREVENTION COUNCIL; JEFFERSON'S OPIOID TASK FORCE AND CONTINUED WITH THE WORK ON THE JEFFERSON HEALTH ABINGTON OPIOID COUNCIL WHICH INCLUDES HOSPITAL LEADERSHIP AND KEY COMMUNITY STAKEHOLDERS AND PUBLIC SAFETY, PUBLIC HEALTH PROFESSIONALS WITH MONTGOMERY COUNTY AND COUNTY AND LOCAL PUBLIC OFFICIALS. SCHEDULE H, PART VI; QUESTION 3 AEHNGLR 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. AEHNGLR PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACT WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. IN ADDITION, THE HOSPITAL PROVIDES AN UPDATED CLINIC BOOKLET AND FACT SHEET ON A CLINIC BOOKLET WITH CONTACT INFORMATION TRANSLATED INTO SEVERAL LANGUAGES, POSTED TO THE WEBSITE AND SHARED WITH KEY COMMUNITY STAKEHOLDERS. 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 AEHNGLR WEBSITE AT: HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS AEHNGLR'S FINANCIAL SERVICES UNIT AT (215)456-8146 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: ALBERT EINSTEIN MEDICAL CENTER 5501 OLD YORK ROAD PHILADELPHIA, PA 19141 EINSTEIN MEDICAL CENTER MONTGOMERY 559 WEST GERMANTOWN PIKE EAST NORRITON, PA 19403 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 --------------------- AEHNGLR USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING ARE METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY. UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. ADDITIONALLY, AEHNGLR PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE. 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. COMMUNITY INFORMATION: ALBERT EINSTEIN MEDICAL CENTER PHILADELPHIA - THE PRIMARY SERVICE AREA INCLUDES THE FOLLOWING ZIP CODES IN THE CITY OF PHILADELPHIA AND MONTGOMERY COUNTY, PENNSYLVANIA: EINSTEIN MEDICAL CENTER PHILADELPHIA PRIMARY GEOGRAPHIC SERVICE AREAS 19120, 19138, 19141, 19144, 19111, 19114, 19115, 19116, 19124, 19135, 19136, 19137, 19149, 19152, 19154, 19118, 19119, 19128, 19129, 19150, 19012, 19027, 19038, 19046, 19095, 19126 EINSTEIN MEDICAL CENTER PHILADELPHIA PRIMARY COMMUNITY DEMOGRAPHICS POPULATION SIZE: THE TOTAL POPULATION OF EINSTEIN MEDICAL CENTER PHILADELPHIA'S SERVICE AREA INCREASED TO APPROXIMATELY 825,174 RESIDENTS IN 2016. THE SERVICE AREA'S POPULATION IS PROJECTED TO CONTINUE INCREASING IN 2020 TO 836,882 RESIDENTS. DEMOGRAPHIC CHARACTERISTICS: AGE - IN THE SERVICE AREA, 23% OF RESIDENTS ARE BETWEEN THE AGES OF 0-17, 37% ARE 18-44 (38%), 25% ARE 45-64 (26%), AND 15% ARE 65 OR OLDER. WHEN COMPARING TO 2000, THE SERVICE AREA SAW AN INCREASE IN RESIDENTS AGE 45-64. THERE ARE SOME VARIATIONS IN THE PERCENTAGES OF RESIDENTS IN EACH AGE CATEGORY WHEN COMPARING THE SERVICE AREA, MONTGOMERY AND PHILADELPHIA COUNTIES, AND PENNSYLVANIA AS A WHOLE. THE SERVICE AREA, MONTGOMERY COUNTY, AND PENNSYLVANIA AS A WHOLE ARE EXPECTED TO EXPERIENCE CONTINUED TRENDING TOWARDS AN AGING POPULATION THROUGH 2018; LITTLE CHANGE IN RESIDENT AGE DISTRIBUTION IS ANTICIPATED FOR PHILADELPHIA COUNTY. GENDER - APPROXIMATELY 47% OF THE SERVICE AREA'S POPULATION IS MALE AND 53% IS FEMALE; THESE PERCENTAGES ARE PROJECTED TO REMAIN STATIC THROUGH 2018 AND ARE LARGELY COMPARABLE TO THE GENDER BREAKDOWN OF PHILADELPHIA AND MONTGOMERY COUNTIES, AS WELL AS PENNSYLVANIA AS A WHOLE. RACE/ETHNICITY - IN THE SERVICE AREA 44% ARE WHITE, 35% ARE BLACK, 13% ARE LATINO, 7% ARE ASIAN, AND 3% IDENTIFY AS AN "OTHER" RACE/ETHNICITY. THIS PATTERN IS SLIGHTLY DIFFERENT THAN THE PATTERN IN PHILADELPHIA AS A WHOLE, WHERE 41% OF THE POPULATION IS BLACK, 36% WHITE, 14% LATINO, AND 7% ASIAN. THE PERCENTAGE OF WHITE RESIDENTS IN THE SERVICE AREA IS PREDICTED TO DECLINE BY 3% BY 2020. THIS IS THE ONLY RACIAL AND ETHNIC GROUP IN THE SERVICE AREA THAT IS PREDICTED TO DECLINE IN THE NEXT FIVE YEARS. THE PERCENTAGE OF LATINO RESIDENTS IN THE SERVICE AREA POPULATION IS PREDICTED TO INCREASE SLIGHTLY BY 2% BY 2020. THIS MIRRORS THE GROWTH PATTERN PREDICTED FOR THIS ETHNIC GROUP IN PHILADELPHIA AS A WHOLE. LANGUAGE SPOKEN AT HOME - THE MAJORITY OF RESIDENTS IN THE SERVICE AREA SPEAK ENGLISH AT HOME (78%), 9% SPEAK SPANISH, 5% SPEAK AN ASIAN LANGUAGE, AND 8% SPEAK AN "OTHER" LANGUAGE. ASIAN LANGUAGE PATTERNS IN THE SERVICE AREA ARE SIMILAR TO THOSE IN PHILADELPHIA AS A WHOLE. THE SERVICE AREA HAS A SIMILAR PERCENTAGE OF ADULTS WHO SPEAK SPANISH AT HOME (9%) AS HAS PHILADELPHIA AS A WHOLE (10%). A SIMILAR PERCENTAGE OF RESIDENTS IN THE SERVICE AREA SPEAK AN "OTHER" LANGUAGE AT HOME (8%) AS IN PHILADELPHIA OVERALL (7%). SOCIOECONOMIC INDICATORS: EDUCATION - IN THE SERVICE AREA, 16% OF RESIDENTS HAVE LESS THAN A HIGH SCHOOL DEGREE, SIX-IN-TEN ARE HIGH SCHOOL GRADUATES (60%), AND NEARLY ONE-QUARTER HAVE A COLLEGE DEGREE OR MORE (24%). THE EDUCATIONAL ATTAINMENT OF RESIDENTS IN THE SERVICE AREA HAS REMAINED FAIRLY STABLE OVER TIME. THE SERVICE AREA (60%) HAS A SLIGHTLY HIGHER PERCENTAGE OF ADULTS WHOSE FORMAL EDUCATION ENDED WITH A HIGH SCHOOL DIPLOMA THAN PHILADELPHIA AS A WHOLE (57%), AND THE SAME PERCENTAGE OF RESIDENTS WITH A COLLEGE DEGREE OR HIGHER (24%). THE SERVICE AREA (16%) HAS A SLIGHTLY LOWER PERCENTAGE OF ADULTS WHO DID NOT FINISH HIGH SCHOOL THAN PHILADELPHIA OVERALL (20%). EMPLOYMENT - THE OVERWHELMING MAJORITY OF RESIDENTS IN THE SERVICE AREA AGE 16 AND OVER (85%) ARE EMPLOYED; 15% ARE UNEMPLOYED. UNEMPLOYMENT IS SLIGHTLY LOWER IN SERVICE AREA (15%) THAN IN PHILADELPHIA COUNTY AS A WHOLE (16%). POVERTY STATUS - MORE THAN ONE-THIRD OF FAMILIES IN THE SERVICE AREA (37%) ARE LIVING IN HOUSEHOLDS WITH INCOMES AT OR BELOW 150% OF THE FEDERAL POVERTY LEVEL. ONE IN FIVE FAMILIES WITH CHILDREN (22%) AND 15% OF FAMILIES WITHOUT CHILDREN IN THE SERVICE AREA ARE LIVING IN POVERTY. POVERTY RATES ARE LOWER IN THE SERVICE AREA THAN THEY ARE IN PHILADELPHIA AS A WHOLE, WHERE THE MAJORITY OF FAMILIES (54%) LIVE IN POVERTY (32% OF FAMILIES WITH CHILDREN AND 22% OF FAMILIES WITHOUT CHILDREN). MEDIAN HOUSEHOLD INCOME - THE MEDIAN ANNUAL HOUSEHOLD INCOME IN THE SERVICE AREA IS $46,166. THIS REPRESENTS A MINIMAL INCREASE FROM 2013 WHEN IT WAS $44,203. IT IS PREDICTED TO GROW CLOSE TO $48,768 BY 2020. THE MEDIAN HOUSEHOLD INCOME IN THE SERVICE AREA IS HIGHER THAN THE MEDIAN HOUSEHOLD INCOME IN PHILADELPHIA, WHERE IT IS $36,553. HOME OWNERSHIP - THE MAJORITY OF SERVICE AREA RESIDENTS (62%) OWN THEIR HOMES, AND 38% OF RESIDENTS RENT. THIS IS HIGHER THAN HOME OWNERSHIP RATES IN PHILADELPHIA, WHERE 50% OF RESIDENTS RENT AND 50% OWN THEIR HOMES. COMMUNITY INFORMATION: EINSTEIN MEDICAL CENTER MONTGOMERY - THE PRIMARY SERVICE AREA INCLUDES THE FOLLOWING ZIP CODES IN THE CITY OF PHILADELPHIA AND MONTGOMERY COUNTY, PENNSYLVANIA: EINSTEIN MEDICAL CENTER MONTGOMERY PRIMARY GEOGRAPHIC SERVICE AREAS 19401, 19403, 19405, 19406, 19426, 19428, 19462 EINSTEIN MEDICAL CENTER PHILADELPHIA PRIMARY COMMUNITY DEMOGRAPHICS POPULATION SIZE: THE POPULATION OF THE EMCM SERVICE AREA IS 327,924. IT WAS 324,331 IN 2013 AND IS PREDICTED TO INCREASE TO 336,250 IN 2020. THIS REPRESENTS A 4% INCREASE IN THE NEXT FIVE YEARS, WHICH IS SIMILAR TO MONTGOMERY COUNTY OVERALL (3%). DEMOGRAPHIC CHARACTERISTICS: AGE - IN THE EMCM SERVICE AREA, 18-44 YEAR OLDS MAKE UP 35% OF THE POPULATION (113,418), BUT THE SIZE OF THIS AGE GROUP IS PREDICTED TO DECLINE BY 2% BY 2020. THE 18-44 YEAR OLD AGE GROUP IN MONTGOMERY COUNTY MAKES UP A SIMILAR PERCENTAGE OF THE POPULATION (33%) AND IS EXPECTED TO DECREASE BY 1% BY 2020. TWENTY-EIGHT PERCENT OF THE EMCM SERVICE AREA RESIDENTS ARE BETWEEN THE AGES OF 45-65 (91,585). THIS PERCENTAGE HAS NOT CHANGED SINCE 2013 AND IS EXPECTED TO HOLD STEADY INTO 2020. TWENTY-TWO PERCENT OF THE EMCM SERVICE AREA RESIDENTS (71,139) ARE CHILDREN BETWEEN THE AGES OF 0-17. THIS PERCENTAGE HAS NOT CHANGED SINCE 2013 AND IS PREDICTED TO HOLD STEADY INTO 2020. THIS MIRRORS BOTH THE POPULATION PERCENTAGE AND GROWTH RATE FOR THIS AGE GROUP IN MONTGOMERY COUNTY OVERALL. THE 65+ POPULATION (51,782) MAKES UP 16% OF THE OVERALL POPULATION IN 2015, AND IS THE ONLY AGE GROUP IN THE EMCM SERVICE AREA WHICH IS PREDICTED TO INCREASE (2%) BY 2020. GENDER - APPROXIMATELY 49% OF THE SERVICE AREA'S POPULATION IS MALE AND 51% IS FEMALE; THESE PERCENTAGES ARE PROJECTED TO REMAIN STATIC THROUGH 2020 AND ARE LARGELY COMPARABLE TO THE GENDER BREAKDOWN OF PHILADELPHIA AND MONTGOMERY COUNTIES, AS WELL AS PENNSYLVANIA AS A WHOLE. RACE/ETHNICITY - NEARLY THREE-QUARTERS OF EMCM RESIDENTS ARE WHITE (73%). NINE PERCENT OF THE POPULATION IS BLACK, 9% IS ASIAN AND 7% IS LATINO. THIS PATTERN IS ONLY SLIGHTLY DIFFERENT THAN THE PATTERN IN MONTGOMERY COUNTY AS A WHOLE, WHERE 77% OF THE POPULATION IS WHITE, 9% BLACK, 7% ASIAN AND 5% LATINO. THE PERCENTAGE OF WHITE RESIDENTS IN THE EMCM SERVICE AREA IS PREDICTED TO DECLINE BY 2% BY 2020. THIS IS THE ONLY RACIAL AND ETHNIC GROUP IN THE EMCM SERVICE AREA THAT IS PREDICTED TO DECLINE IN NUMBERS IN THE NEXT FIVE YEARS. IT IS EQUIVALENT TO THE POPULATION DECLINE PREDICTED IN MONTGOMERY COUNTY OVERALL. THE PERCENTAGE OF ASIAN RESIDENTS IN THE EMCM SERVICE AREA IS PREDICTED TO INCREASE BY 1% BY 2020. LANGUAGE SPOKEN AT HOME - THE LARGE MAJORITY OF RESIDENTS WITHIN THE EMCM SERVICE AREA (85%) SPEAK ENGLISH AT HOME. SIX PERCENT SPEAK AN "OTHER" LANGUAGE, 5% SPEAK AN ASIAN LANGUAGE AND 4% SPEAK SPANISH. LANGUAGES SPOKEN IN THE EMCM SERVICE AREA HAVE A SIMILAR PATTERN TO THOSE SPOKEN IN MONTGOMERY COUNTY AS A WHOLE. IN MONTGOMERY COUNTY OVERALL, 6% SPEAK AN "OTHER" LANGUAGE AT HOME, 4% SPEAK AN ASIAN LANGUAGE AND 3% SPEAK SPANISH. SOCIOECONOMIC INDICATORS: EDUCATION - EMCM RESIDENTS ARE AS LIKELY (47%) TO HAVE ENDED THEIR EDUCATION WITH A HIGH SCHOOL DIPLOMA AS THEY ARE TO HAVE A COLLEGE DEGREE OR MORE (46%). ONLY 8% OF RESIDENTS DID NOT GRADUATE FROM HIGH SCHOOL. THE EDUCATIONAL ATTAINMENT OF RESIDENTS IN THE EMCM SERVICE AREA HAS REMAINED FAIRLY STABLE OVER TIME, WITH THE ONLY INCREASE (1%) BETWEEN 2013 AND 2015 IN THOSE ATTAINING A COLLEGE DEGREE OR MORE. MONTGOMERY COUNTY AS A WHOLE HAS A SIMILAR EDUCATIONAL PATTERN TO THE SERVICE AREA. EMPLOYMENT - THE LARGE MAJORITY OF RESIDENTS IN THE EMCM SERVICE AREA ARE EMPLOYED (93%); 7% ARE UNEMPLOYED. EMPLOYMENT HAS REMAINED RELATIVELY STABLE SINCE 2013 AND IT IS PREDICTED TO STAY THE SAME THROUGH 2020. THE EMPLOYMENT PATTERN OF THE SERVICE AREA MIRRORS THE PATTERN IN MONTGOMERY COUNTY OVERALL. POVERTY STATUS - SIX PERCENT OF FAMIL SCHEDULE H, PART VI; QUESTION 5 PROMOTION OF COMMUNITY HEALTH: AEHNGLR PROVIDES QUALITY CARE AND COMMUNITY BUILDING ACTIVITIES BY PARTNERING WITH OTHER AREA HEALTH CARE PROVIDERS, NOT-FOR-PROFIT SOCIAL SERVICE AGENCIES, COMMUNITY ORGANIZATIONS AND FAITH-BASED INSTITUTIONS TO SERVE AEHNGLR'S COMMUNITIES' DIVERSE HEALTH CARE NEEDS. COMMUNITY BUILDING ACTIVITIES ARE PROVIDED WITHOUT REIMBURSEMENT, SERVE AT-RISK POPULATIONS AND PROVIDE HEALTH EDUCATION TO KEY COMMUNITY GROUPS. PLEASE ALSO REFER TO FORM 990, SCHEDULE O, WHICH CONTAINS THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. SOME EXAMPLES OF AEHNGLR'S COMMUNITY BUILDING ACTIVITIES ARE: 1.) CLARKSON PARK - AEHNGLR MAINTAINS CLARKSON PARK, A CITY SQUARE BLOCK THAT WAS BLIGHTED AND THE SITE OF PETTY CRIMINAL ACTIVITIES UNTIL AEHNGLR LEAD REHABILITATION EFFORTS TO CLEAN UP THE AREA. 2.) SHEVCHENKO PARK - AEHNGLR STAFF SERVES ON THE FRIENDS OF SHEVCHENKO PARK, WHICH HAS PROVIDED A GREEN AREA IN FRONT OF A SENIOR APARTMENT COMPLEX. 3.) DISCOVER HEALTHCARE, EDUCATION TOURS AND SHADOWING DAYS - MENTORING YOUTH IS THE KEY COMPONENT OF THIS PROGRAM WHICH INTRODUCES HIGH SCHOOL JUNIORS AND SENIORS TO VARIOUS CAREER OPPORTUNITIES WITHIN HEALTHCARE. 4.) EINSTEIN CENTER FOR SPECIAL OPERATIONS TRAINING (CSOT) - MANAGES THE EINSTEIN PHYSICIAN RESPONSE TEAM WHICH COMBINES A DOCTOR'S MEDICAL KNOWLEDGE WITH A PARAMEDIC'S UNDERSTANDING OF EMERGENCY SITUATIONS THAT CAN BRIDGE THE GAP BETWEEN THE FIELD AND THE EMERGENCY ROOM. CSOT STAFF ALSO TRAIN FIRE, EMS, LAW ENFORCEMENT AND EMERGENCY MANAGEMENT AGENCIES IN THE FIVE COUNTY PHILADELPHIA REGIONS. 5.) EINSTEIN THINKFIRST CHAPTER - OFFERS EVIDENCE-BASED BRAIN AND SPINAL CORD INJURY PREVENTION EDUCATIONAL PRESENTATIONS AND PROGRAMS TO SCHOOLS AND COMMUNITY GROUPS. 6.) EINSTEIN'S "GOING GREEN" INITIATIVES - INCLUDE ELIMINATING THE USE OF FLEXIBLE PLASTIC MADE WITH DEHP, INITIATING A PHARMACY WASTE PROGRAM THAT SAFELY DISPOSES ANTIBIOTICS WITHOUT AFFECTING WATERWAYS, PROMOTING A CORPORATE-WIDE RECYCLING PROGRAM THAT PRODUCED OVER 1,000 TONS OF RECYCLED MATERIALS, INTRODUCING MICROFIBER MOPS WHICH USE LESS WATER, LESS DISINFECTANT AND REDUCE THE INCIDENCE OF TRANSMITTING INFECTIONS, REDUCING THE AMOUNT OF CHEMICALS RETURNING TO GROUNDWATER, PURCHASING 40% OF ELECTRICITY FROM A WIND FARM AND CREATING A 2,000 SQUARE FOOT "GREEN ROOF" TO CONSERVE WATER, REDUCE STORM WATER RUNOFF, AND PROVIDE A HABITAT FOR BIRDS, BUTTERFLIES AND OTHER INSECTS. 7.) BABY STEPS - EINSTEIN'S COMMUNITY COLLABORATIVE EFFORTS INCLUDE PROGRAMS LIKE BABY STEPS, A HIGH-RISK INFANTS PROGRAM THAT HELPS FAMILIES SUCCESSFULLY TRANSITION FROM THE NICU TO A PEDIATRIC PRACTICE BY HELPING CAREGIVERS MEET THEIR BABY'S MEDICAL NEEDS. DURING THE FIRST MONTHS AFTER NICU DISCHARGE, THESE BABIES REQUIRE MEDICATIONS AND CLOSE MEDICAL MONITORING TO PREVENT BLINDNESS, FAILURE TO THRIVE, POOR DEVELOPMENTAL OUTCOMES AND DEATH. BABY STEPS SUPPORTS CAREGIVERS, WHO ARE OFTEN OVERWHELMED BY THE INTENSIVE NEEDS OF THESE BABIES, AND ASSISTS THEM IN NAVIGATING THE COMPLEXITIES OF THE MEDICAL SYSTEM AND OTHER BUREAUCRACIES THAT AFFECT ACCESS TO THEIR CHILD'S CARE. BABY STEPS TO HEALTH COMMUNITY ADVISORY BOARD ("CAB") CREATES OPPORTUNITIES FOR INFORMATION EXCHANGE TO IDENTIFY MORE RESOURCES AND SUPPORT SYSTEMS FOR PARENTS, HELP THE BABY STEPS TEAM OVERCOME OBSTACLES, AND IDENTIFY WAYS TO PROMOTE PROGRAM SUSTAINABILITY. THE BABY STEPS CAB INCLUDES REPRESENTATIVES FROM THE ALBERT EINSTEIN MEDICAL CENTER, PHILADELPHIA DEPARTMENT OF HEALTH, THE PA DEPT OF HEALTH, THE PHILADELPHIA DEPARTMENT OF HUMAN SERVICES, CHILDLINK (EARLY INTERVENTION), THE PHILADELPHIA WIC PROGRAM AND THE AMERICAN ACADEMY OF PEDIATRICS PENNSYLVANIA CHAPTER. 8.) STRATEGIC ALLIANCE FOR THE ELDERLY ("SAFE") - AN ALLIANCE WAS CONVENED BY REPRESENTATIVES OF AEHNGLR WITH THE GOAL OF FORMING A PARTNERSHIP AMONG AGENCIES THAT SERVE THE AGING POPULATION IN NORTHWEST PHILADELPHIA. THE MISSION OF SAFE IS TO STRENGTHEN OUR COMMUNITY'S CAPACITY TO MEET THE NEEDS OF OLDER ADULTS BY SHARING KNOWLEDGE, POOLING RESOURCES, AND PURSUING COLLABORATIVE OPPORTUNITIES TO IMPROVE SERVICE DELIVERY. OUT OF THIS COLLABORATION GREW THE CONCEPT OF DEFINING THE AREA AS A NATURALLY OCCURRING RETIREMENT COMMUNITY ("NORC") AND CREATING AND SUPPORTING AN ORGANIZED SUPPORTIVE SERVICE PROGRAM. OTHER PARTNERS INCLUDE CHESTNUT HILL HOSPITAL, GERIATRIC RESOURCE CENTER, VISITING NURSE ASSOCIATION OF GREATER PHILADELPHIA, PHILADELPHIA CORPORATION FOR AGING, STAPELEY RETIREMENT COMMUNITY IN GERMANTOWN, NEIGHBORHOOD INTERFAITH MOVEMENT ("NIM"), JAISOHN CENTER FOR KOREAN SERVICES AND CENTER IN THE PARK SENIOR CENTER. 9.) PARTICIPATION IN COMMUNITY AND FAITH BASED COALITIONS - EINSTEIN OFFERS EVENT PLANNING STRATEGIES, PROMOTION AND ADVERTISING OPPORTUNITIES AND HEALTH SCREENINGS, LITERATURE AND WORKSHOPS THROUGH COMMUNITY DEVELOPMENT AND FAITH BASED ORGANIZATIONS. EINSTEIN STAFF SERVES AS A RESOURCE FOR COMMUNITY AND FAITH-BASED ORGANIZATIONS AS THEY PLAN COMMUNITY HEALTH EVENTS, FAIRS AND CLEAN-UPS. STAFF SERVE ON THE LOGAN COMMUNITY DEVELOPMENT CORPORATION BOARD AND PLANNING COMMITTEES OF THE LOGAN NEIGHBORHOOD ADVISORY COUNCIL. STAFF ARE ALSO MEMBERS OF THE OLNEY EDUCATION PARTNERS, A COALITION OF AREA ELECTED OFFICIALS, BUSINESSES AND COMMUNITY GROUPS SUPPORTING OLNEY WEST HIGH SCHOOL. EINSTEIN TEAMS UP WITH ENON TABERNACLE BAPTIST CHURCH FOR A MEN'S HEALTH FAIR WHERE 150 PHYSICIANS AND OTHER CLINICIANS PROVIDE FREE HEALTH SCREENINGS, EDUCATION CENTERS, A TRIAGE CENTER FOR MEN HAVING HEALTH PROBLEMS AND APPOINTMENT SCHEDULING FOLLOW-UP FOR OVER 1,000 MEN. OTHER IMPORTANT INFORMATION IN HOW AEHNGLR FURTHERS ITS EXEMPT PURPOSE: AEHNGLR'S PRIMARY MISSION IS TO PROVIDE HEALTH CARE SERVICES. AEHNGLR PROVIDES CLINICAL EDUCATION AND RESEARCH. AEHNGLR'S HOSPITALS PARTICIPATE IN CLINICAL TRIALS, MEDICAL RESEARCH PROGRAMS AND PHARMACEUTICAL TRIALS. AEHNGLR PROVIDES A WIDE VARIETY OF COMMUNITY EDUCATION, HEALTH AND WELLNESS PROGRAMS. AEHNGLR'S GOVERNING BODY IS COMPOSED OF A DIVERSE GROUP OF INDEPENDENT MEMBERS, REPRESENTING A BROAD SPECTRUM OF THE COMMUNITY IT SERVES. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO EMPLOYED HOSPITAL PHYSICIANS, PRACTICE PLAN FACULTY PHYSICIANS, EMPLOYED NEIGHBORHOOD PRIMARY CARE PHYSICIANS AND ALL ELIGIBLE PRIVATE PHYSICIANS WHO PRACTICE AT AEHNGLR'S HOSPITALS AND MEET ITS STANDARDS. AEHNGLR USES ITS EXCESS OF REVENUES OVER EXPENSES FOR IMPROVEMENT IN PATIENT CARE, EXPANDING AND REPLACING FACILITIES AND EQUIPMENT, AMORTIZING INDEBTEDNESS AND PROVIDING MEDICAL TRAINING, EDUCATION, AND RESEARCH. REPLACING FACILITIES AND EQUIPMENT, AMORTIZING INDEBTEDNESS AND PROVIDING MEDICAL TRAINING, EDUCATION, AND RESEARCH. 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 true true X X X X true true false false false false false true false MARK KOTAPKA MD CHAIR NEUROSURGERY 1171514 0 0 0 378581 0 0 0 39207 0 1589302 0 0 0 DIXIEANNE P JAMES TRUSTEE - PRES. CENTRAL REGION 0 802594 0 376784 0 106694 0 104483 0 10015 0 1400570 0 5400 JAMES RAPHAEL MD CHAIR ORTHOPEDIC SURGERY 856161 0 220250 0 114252 0 0 0 33756 0 1224419 0 0 0 CHRISTOPHER WILLIAMSON MD ORTHOPEDIC SURGEry 620175 0 365266 0 204518 0 0 0 30075 0 1220034 0 0 0 PATRICK B COOPER MD NEUROSURGERY 968423 0 0 0 241296 0 0 0 7876 0 1217595 0 0 0 RADI ZAKI MD CHAIR SURGERY GENERAL 1097028 0 0 0 53509 0 0 0 21237 0 1171774 0 0 0 KENNETH D LEVITAN FORMER OFFICER 0 0 0 0 1034560 0 0 0 18591 0 1053151 0 0 0 ALBERTO ESQUENAZI MD TRUSTEE 634355 0 187500 0 56191 0 0 0 27111 0 905157 0 0 0 RICHARD H FINE MD TRUSTEE - SURGERY CHAIRMAN 598070 0 155000 0 75648 0 0 0 25297 0 854015 0 0 0 ROHIT GULATI MD EVP & CMO 589057 0 186072 0 43174 0 0 0 1236 0 819539 0 0 0 BETH DUFFY COO EMCM 0 525195 0 166290 0 30914 0 67256 0 22162 0 811817 0 0 ANGELA NICHOLAS MD TRUSTEE - CMO FPS 0 478252 0 147769 0 33806 0 58554 0 11314 0 729695 0 0 STEVEN L SIVAK MD Tte-CMO/PRES EPP/FPS(TRM12/24) 21998 0 0 0 684460 0 0 0 16006 0 722464 0 0 0 GINA MARONE CHIEF NURSE EXECUTIVE - AEMC 428039 0 154082 0 31238 0 0 0 1123 0 614482 0 0 0 GERARD F BLANEY FORMER OFFICER 0 0 0 0 531505 0 0 0 18322 0 549827 0 0 0 MAUREEN JORDAN VP HEALTHCARE SERVICES - AEMC 393209 0 99369 0 38251 0 0 0 1503 0 532332 0 0 0 THOMAS J SMITH COO - MOSS 307617 0 78960 0 30612 0 0 0 27055 0 444244 0 0 0 MICHAEL GEORGE VP HEALTH SVCS-PROF FUND MGT. 291199 0 80193 0 29217 0 0 0 9777 0 410386 0 0 0 CHRISTOPHER SCAVEN MEDICAL DIRECTOR-ECHA 311784 0 30500 0 30841 0 0 0 13119 0 386244 0 0 0 DORLYN LAW VP HEALTH SVCS-PROF FUND MGT. 263974 0 68077 0 25583 0 0 0 21596 0 379230 0 0 0 PENNY J REZET ESQ FORMER OFFICER 0 0 0 0 289355 0 0 0 18188 0 307543 0 0 0 PATRICIA MODAFFERI VP HEALTHCARE SERVICES - EMCM 141438 0 59818 0 12796 0 1562 0 1580 0 217194 0 0 0 CYNTHIA M DEGRANDPRE FORMER KEY EMPLOYEE 184 0 0 0 187003 0 0 0 17133 0 204320 0 0 0 JAY D'LUGIN FORMER KEY EMPLOYEE 0 0 0 0 202865 0 0 0 0 0 202865 0 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2. SCHEDULE J, PART I, LINE 1B LONG TERM DISABILITY BENEFITS ARE PROVIDED TO CERTAIN KEY EMPLOYEES. THESE EMPLOYEES' WAGES ARE "GROSSED UP" AT THEIR INDIVIDUAL TAX RATES TO PROVIDE THE FULL VALUE OF THE BENEFIT SINCE THIS BENEFIT IS REFLECTED IN THE INDIVIDUAL'S FORM W-2, AS TAXABLE WAGES. SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTs DURING CALENDAR YEAR 2024 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KENNETH D. LEVITAN, $1,034,560; STEVEN L. SIVAK, M.D., $630,746; GERARD F. BLANEY, $461,644; PENNY J. REZET, ESQ., $289,355; CYNTHIA M. DEGRANDPRE, $181,866 AND JAY D'LUGIN, $197,100. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HER 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DIXIEANNE P. JAMES, $61,767. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DIXIEANNE P. JAMES, $66,533; BETH DUFFY, $22,406 AND ANGELA NICHOLAS, M.D., $13,704. SCHEDULE J, PART I, 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. X 3 27222 FMV X 1 500 FMV X WHEELCHAIR 1 17000 FMV X MISC. ITEMS 4 35303 FMV false true false SCHEDULE M, PART II, SUPPLEMENTAL INFORMATION THE NUMBER OF CONTRIBUTIONS ARE REPORTED ON SCHEDULE M. THE GROUP DOES NOT RECOGNIZE GIFTS-IN-KIND (SUCH AS CLOTHING, FOOD, WORKS OF ART, ETC.) WITHIN ITS FINANCIAL STATEMENTS, BUT DOES ACKNOWLEDGE THESE GIFTS TO THE DONOR. SECURITIES AND REAL PROPERTY ARE RECOGNIZED WITHIN THE FINANCIAL STATEMENTS. Form 990, line h(b) - subordinates included The following organizations are included in the Albert Einstein Healthcare Network Group Letter Ruling: 1. Albert einstein medical center 1101 MARKET STREET, SUITE 2004 Philadelphia, pa 19107 Ein: 23-1396794 2. Bcct over corp 1101 MARKET STREET, SUITE 2004 Philadelphia, pa 19107 Ein: 23-1352200 Effective with the close of business on June 30, 2025, BCCT Over Corp. was statutorily merged into Jefferson Health Corporation; a related internal revenue code section 501(c)(3) tax-exempt organization. 3. Einstein community health associates, Inc. 1101 MARKET STREET, SUITE 2004 Philadelphia, pa 19107 Ein: 23-2760086 4. Einstein medical center montgomery 1101 MARKET STREET, SUITE 2004 Philadelphia, pa 19107 Ein: 20-4193243 5. Einstein practice plan, inc. 1101 MARKET STREET, SUITE 2004 Philadelphia, pa 19107 Ein: 23-2664784 6. Fornance physician services, inc. 1101 MARKET STREET, SUITE 2004 Philadelphia, pa 19107 Ein: 23-2275991 Please refer to Schedule R; Part II for the affiliates not outlined above which are not included in the Albert Einstein Healthcare Network Group Letter Ruling. Core form, part i; summary The total voting and independent voting members disclosed on page 1 of this form 990 is the total for all organizations included in the group exemption ruling and in this consolidated group form 990. Outlined below is the voting and independent voting disclosure information for all organizations included in the group exemption: - Albert Einstein Medical Center; 16 voting, 14 independent; - Einstein Community Health Associate; 10 voting, 7 independent; - Einstein Medical Center Montgomery; 12 voting, 10 independent; - Einstein Practice Plan, Inc.; 11 voting, 7 independent; - Fornance Physician Services, Inc.; 10 voting, 7 independent. 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 $303 million and $168 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 21.90% and 13.45% 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. The organization's mission is the provision of compassionate, high quality health care in order to elevate the health status of the patients it serves in southeastern pennsylvania, southern new jersey, and delaware. The group serves these individuals and others with health care programs and services ranging from community health education and preventive medicine to complex and specialized care requiring advanced technology and highly expert staff. The group enthusiastically embraces its special responsibility to the most vulnerable residents in its primary service area and to the members of the jewish community. The group reflects the values of the jewish community by caring for any person regardless of race, religion, national origin, or the ability to pay. The group's educational commitment includes providing health education to the community, and training and educating medical school students, graduate and practicing physicians, and other health care professionals. The group also supports clinical research for the purpose of enhancing the quality of patient care and advancing the science of medicine. Core form, part iii; statement of program service accomplishments Aehn group is licensed to operate 721 acute care beds. Tertiary care is provided through three locations, its main campus in north philadelphia, in montgomery county and at elkins park (until june 30, 2023). In addition, its main campus operates a 24-hour level i trauma center with an open admissions policy providing emergency services to the community. Aehn group provides health and healing services to the communities it serves and trains physicians to be accomplished leaders through scholarly activity, excellence in teaching, and participation in research. Aehn group is licensed to operate 270 rehabilitation beds. Rehabilitation services are provided in a 83-bed setting on its center city campus and in a 187-bed setting at the elkins park location. Aehn group operates and maintains hospitals and clinical facilities for the study, diagnosis, care, treatment, and rehabilitation of persons with mental or emotional disorders. Aehn group provides education and counseling of such persons and their families and engages in educational and research programs to facilitate and support such activities. 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 Albert einstein healthcare network ---------------------------------- Jefferson einstein philadelphia hospital (jeph) by the numbers (for fiscal year 2025) - 485 licensed beds - 17,724 total discharges - 2,822 inpatient surgeries - 77,227 emergency department visits Jefferson einstein montgomery (jemh) by the numbers (for fiscal year 2025) - 195 licensed beds - 10,572 total discharges - 2,027 inpatient surgeries - 31,195 emergency department visits Jefferson health achievements in quality and patient safety - 2025 ------------------------------------------------------------------ Jefferson health earned 12 "a" hospital safety grades from the leapfrog group, an independent national nonprofit watchdog focused on patient safety. Leapfrog assigns grades ranging from "a" to "f" based on evidence-based measures that evaluate errors, accidents, injuries, and infections. Jefferson einstein philadelphia hospital (jeph) and jefferson einstein montgomery hospital (jemh) both received "a" grades in fall 2025. Notably, jemh achieved its ninth consecutive "a" grade, underscoring its sustained commitment to patient safety. National rankings and recognitions ---------------------------------- U.s. news & world report ranked jeph as high performing in the following procedures and conditions: - Congestive heart failure - Transcatheter aortic valve replacement (tavr) - Chronic obstructive pulmonary disease (copd) - Kidney failure Both jeph and jemh were named among america's 100 best hospitals for cardiac care by healthgrades for 2025, reflecting excellence in heart failure management, valve interventions, and cardiac procedures. Stroke care excellence ---------------------- Jeph became the first hospital in pennsylvania-and one of only a few nationwide-to earn the joint commission's advanced certification as a thrombectomy-capable stroke center, in collaboration with the american heart association/american stroke association. This certification signifies adherence to rigorous standards for performing mechanical endovascular thrombectomy, a life-saving procedure to remove blood clots during ischemic strokes. Additionally, jeph received the get with the guidelines stroke gold plus designation, along with recognition on the type 2 diabetes honor roll and stroke elite honor roll. These honors reflect a commitment to evidence-based care that improves survival rates, reduces disability, and shortens recovery times. Cardiac surgery excellence -------------------------- Jemh earned the highest 3-star rating from the society of thoracic surgeons (sts) for mitral valve surgery and multi-procedure in 2025. This top-tier rating demonstrates superior surgical outcomes that exceed national benchmarks. Cancer care accreditation ------------------------- Jeph has been accredited by the academic comprehensive cancer program through the american college of surgeons commission on cancer, as well as achieving national accreditation for breast centers from the same organization. Maternity care recognition --------------------------- Jefferson health hospitals were named among the best in the nation in u.s. news & world report's annual best hospitals for maternity care rankings. Jeph and jemh earned the designation of high performing, the highest level achievable. Evaluations are based on quality measures such as newborn complication rates, c-section rates, and episiotomy rates. Only 147 hospitals nationwide received this honor in 2025. Nursing excellence ------------------ Jeph received magnet recognition for the second time in february 2025, maintaining its designation since 2019. The american nurses credentialing center's magnet recognition program is the highest national honor for nursing excellence and reflects rigorous standards in professional nursing practice. Jefferson einstein montgomery (jem) offers a wide range of healthcare programs and services, from complex care requiring advanced technology and expertise, to preventive medicine and community outreach initiatives. Einstein cares for each person regardless of ability to pay, race, religion or national origin, and recognizes its responsibility to use its resources to elevate the health status of the communities it serves. In addition to thomas jefferson university, einstein healthcare network has academic associations with several colleges and universities in the philadelphia area, including gwynedd mercy university, montgomery county community college, philadelphia college of osteopathic medicine, university of pennsylvania and villanova university. Jem clinical areas of distinction - Bariatric surgery center - Heart and vascular surgery - Obstetrics and gynecology - Thrombectomy capable stroke center Awards and honors ----------------- Jem was designated america's 20 best hospitals for being top 5% in the nation for consistently delivering clinical quality. The gold seal of approval from the joint commission was received for the thrombectomy-capable stroke center. It was designated as best hospital for maternity care. Additionally, jem received the lung cancer center of excellence designation from go2 for lung cancer. National accreditation for breast centers from the american college of surgeons was obtained and the radiology facility was accredited by the american college of radiology. In the community ---------------- Jeph: Community health needs assessments (chna) have been performed every three years since 2015 to determine the health status and healthcare needs of residents in the jefferson einstein philadelphia hospital and jefferson moss-magee rehabilitation- elkins park service areas. The following strategies were adopted to address health issues, access and quality of healthcare and health resources, and community factors identified by the chna: - early prenatal care to reduce infant mortality through implementation of centeringpregnancy, centeringparenting, and baby friendly designation. - implemented a doula support program for laboring women, which focuses on improving birth outcomes, decreasing cesarean births, shortening length of labor and decreasing use of pain medication and obstetric interventions in labor. - primary care for low-income adults through multiple outpatient care centers, and dozens of physician practices throughout philadelphia. - more than 50 jefferson einstein providers received mat (medication assistance treatment) training and provide medication to support the treatment of substance use disorders. For those with an opioid use disorder, medication addresses the physical difficulties that one experiences when they stop taking opioids. - in partnership with philabundance, fresh for all provides 150-200 families/week with fresh produce. In partnership with the food trust, 40% of philly food bucks prescriptions redeemed for fresh produce at local markets. - the community practice center (cpc) at jeph provides health and wellness education, screening for asthma, hypertension, and diabetes. - established a dei committee, which aligns with jefferson health's dei program. Core form, part iii; statement of program service accomplishments - implemented einstein pride educational institute -online interactive training curriculum for employees and organizations throughout the service area. - screening inpatients for housing security and provided referrals to our community partner, face-to-face for assistance with rent, utilities, placement and/or repairs. Face-to-face participants are primarily jeph patients, with 87% of participants reporting being jeph patients, 9% other, and 4% reporting no primary care. - provided opportunities to local middle/high school students through leadership lectures, mentorship/work-ready programs, career days, and sim center tours. Students from imhotep charter, building 21, philadelphia high school for girls and wissahickon charter-awbury campus participated. - expanded screening services for ipv (intimate partner violence) to inpatient areas at jeph. Through the partnership with lutheran settlement house, patients received counseling services and resources. - the trauma intervention program (tip) provides an integrated care model of trauma focused healing services to victims of violent injury (stabbings, shootings) as well as bystanders to such violent episodes who may display acute symptoms of trauma. - the gun violence taskforce was established in 2021. The goal of the taskforce is to identify initiatives in which jeph can independently or in partnership work to reduce gun violence in the community served and or help mitigate the impact. The taskforce has partnered in community events, roundtable discussions with community leaders, created a psa with an emergency medicine physician on gun safety and raised funds to distribute more than 1,500 gun locks throughout the community. In 2024, patients treated at jeph for gun violence decreased by 40%. - einstein staff partnered with legislative offices, the city and community organizations to clean, repair and beautify public spaces that had been neglected or misused in the community. Jefferson einstein's educational commitment includes providing health education to the community, and training and educating medical school students, graduate and practicing physicians, and other healthcare professionals. Jeph also supports clinical research for the purpose of enhancing the quality of patient care and advancing the science of medicine. With growing recognition that significant population health improvement requires attention to factors beyond clinical care, jeph is exploring approaches to identifying and addressing non-medical determinants of health. Such efforts are especially critical in philadelphia, where high rates of poverty, chronic disease, and obesity persist. Einstein is actively working to implement programs and partnerships to address nutrition and housing insecurity, economic development, and education. With growing recognition that significant population health improvement requires attention to factors beyond clinical care, einstein is exploring approaches to identifying and addressing non-medical determinants of health. Such efforts are especially critical where there are high rates of poverty, chronic disease, and obesity persist. Jeph is actively working to implement programs and partnerships to address food insecurity, economic development, education and housing. Jem --- Jefferson einstein montgomery hospital continues to address the unmet needs of central montgomery county by increasing access to care and expanding its reach in the community. The 2022 implementation plan focused on meeting the needs of the community where they work and live, making access to preventive health services and healthcare more convenient and easier to navigate. Jem strategically focused the priority health needs across three domains: - heath issues - physical and behavioral health issues that impact the health and well-being of a community. - access and quality of healthcare and health resources - community factors - social and economic drivers that influence opportunity and daily living. Health issues ------------- At jefferson einstein montgomery hospital, the commitment to community health is reflected in patient-centered approach, which emphasizes preventive care and education. Through comprehensive health screenings and risk assessments, jem addresses critical health issues such as cardiovascular disease, diabetes, and cancer. Jem efforts extend beyond individual care; jem actively engage with the community to promote healthy lifestyles and provide resources that empower residents to make informed health choices. By fostering partnerships and offering educational initiatives, jem strives to enhance the overall well-being of the community and reduce the incidence of chronic conditions. Access and quality ------------------ Jem is committed to enhancing the health and well-being of the community by providing patient navigation and case management for chronic conditions and high-burden diseases. Dedicated patient advocates guide individuals through the complexities of healthcare access, financial challenges, and patient rights, ensuring that every patient receives the support they need. By addressing physical, psychosocial, and economic issues related to care, jem strives to empower patients and their families. Financial counselors assist those in need, ensuring equitable access to medical services for all, regardless of their financial situation. Jem holds the healthywoman designation by the pennsylvania department of health which funds free breast and cervical cancer screenings as well as free diagnostic follow up care for uninsured or under insured patients. To make healthcare services more accessible, jem has implemented many of the proposed solutions from the chna and continues to collaborate internally to improve quality care. Tactics include centralized and online appointment scheduling, extended evening/weekend appointment hours, and telehealth care coordination. Community factors ----------------- True population health improvement extends beyond clinical care to encompass our patients' social related health needs. Through targeted point-of-care screenings and the development of community resources, jem actively addresses critical issues such as food access, housing insecurity, and transportation barriers. Dedicated care managers collaborate with local agencies to connect individuals with essential services, fostering resilience and well-being. Additionally, workforce development initiatives empower the community by way of career exploration and job readiness programs. The partnership with norristown area school district's gear up program, funded by the u.s. department of education, provides an introduction to a healthcare career and onsite experiences for high school students enrolled in the program. Einstein is dedicated to improving health outcomes of our vulnerable populations by implementing evidence-based programs. Grant-funded initiatives focus on critical areas such as maternal and child health, youth obesity prevention, and preventive health screenings for uninsured/underinsured populations. By prioritizing these vital health challenges, jem aims to create a healthier future for our community, ensuring that all individuals have access to the resources and support they need to thrive. The nurse-family partnership is a community-based program serving low income, first time pregnant women. Patients are partnered with a highly trained nurse who provides home visiting and one-to-one guidance during pregnancy and through the child's second birthday. With over forty years of evidence, this program follows model elements that support improved birth outcomes, early childhood development and economic self-sufficiency. The nursing team serves 140 patients annually. This program is funded by the pennsylvania office of child development and early learning and the montgomery county office of children and youth. In norristown, the nicholas and athena karabots medical building, houses a produce garden that yields over 500 lbs. Of fresh produce annually. Garden beds are maintained by staff and the produce is distributed in the patient waiting rooms. Through a grant from the pennsylvania academy of family physicians foundation, family medicine residents run a monthly prevention program for their patients. Children and their families participate in hands-on activities at the onsite garden, receive nutrition education through cooking demonstrations and an introduction to various physical activities. This program has reached approximately 100 participants and is conducted in partnership with greener partners, a local nonprofit organization that aims to improve community health through food, education, and farms. Core form, part iii; statement of program service accomplishments Recognizing that individuals with unstable housing experience worse health outcomes and higher health costs, jefferson einstein montgomery hospital works collaboratively with the norristown hospitality center to explore strategies that promote access to healthcare in times of need. The internal medicine residency program implemented a monthly wellness screening administered by internal medicine residents and volunteer hospital staff. The program was initially funded by an einstein society grant and continues with volunteer support and donated resources. Strengthening relationships with community leaders representing culturally diverse populations enablesjem to bridge gaps in care related to health literacy, cultural sensitivity, and alternative service access. Program highlights include: - free smoking cessation classes held quarterly; approximately 50 participants annually - monthly education programs conducted in spanish at aclamo, norristown; provided by the r family medicine program; over 150 participants annually - mobile health screening van pilot program in partnership with jefferson health plans and the latino connection; over 150 participants were screened in 10 locations - pediatric heart screenings in partnership with jemh, simons heart, and norristown area school district; 150 screened; 300 attendees - education and screening programs at bharatiya temple and norristown ministerium; over 200 attendees annually - monthly blood pressure screenings and education at east norriton parks and recreation events; over 300 attendees annually - community resource fair after-hours at elmwood park zoo; 400 attendees annually Jem continues to support local efforts for screening, education and awareness by providing routine blood pressure checks, health education and sponsorship of many community events. By fostering a network of support, we not only promote healthier lifestyles but also build a resilient community dedicated to wellness and prevention. Through these collective efforts, we strive to create a healthier future for all residents. Core Form, Part III; Question 3 Effective with the close of business on June 30, 2025, BCCT Over Corp, an organization included in this group exemption, was statutorily merged into Jefferson Health Corporation; a related internal revenue code section 501(c)(3) tax-exempt organization. Core Form, Part V, Question 15 Mark Kotapka, M.D., James Raphael, M.D., Christopher Williamson, M.D., Patrick Cooper, M.D. and Radi Zaki, M.D. are included within this organization's form 990, part vii. the organization was not required to file a federal form 4720 for any remittance of excise tax related to these individuals because they are licensed medical providers whose compensation was for clinical services and thus exempt from excise taxes as provided for under internal revenue code section 4960. DIXIEANNE P. JAMES IS AN OFFICER AND VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. SHE 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. kenneth d. levitan is a former officer of this organization. Accordingly, albert einstein medical center filed a 2024 federal form 4720 which included a remittance of excise tax related to mr. Levitan's compensation in excess of $1m. EDMUND PRIBITKIN, M.D., MBA IS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. PRIBITKIN IS ALSO THE PRESIDENT OF JEFFERSON MEDICAL GROUP; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH IS ALSO THE SOLE MEMBER AND CONTROLLING ENTITY OF JEFFERSON UNIVERSITY PHYSICIANS. he is also EMPLOYED by Jefferson University Physicians as a PHYSICIAN PROVIDING LICENSED MEDICAL SERVICES. During 2024, Jefferson University Physicians filed a 2024 federal form 4720 which included a remittance of excise tax related to his compensation attributable to non-clinical services in excess of $1M. FROM JULY 2024 TO FEBRUARY 2025, JOHN P. MORDACH WAS an OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; 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. THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. BRIAN SWEENEY, RN, MBA, FACHE is AN OFFICER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWEENEY ALSO SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. SWEENEY'S COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, ABINGTON MEMORIAL HOSPITAL FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. SHE 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/trustee 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. Core form, part vi, section a; question 2 Alison Korman Feldman and John P. Korman - business and family relationship. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS. Core form, part vi, section a; question 4 Effective with the close of business on June 30, 2025, BCCT Over Corp, an organization included in this group exemption, was statutorily merged into Jefferson Health Corporation; a related internal revenue code section 501(c)(3) tax-exempt organization. The governing documents Of Einstein Community Health Associates, inc., an organization included in this group exemption, were updated and amended during the year to reflect a change in the number of the governing body's voting members. Montgomery Hospital; an internal revenue code section 501(c)(3) tax-exempt organization, was statutorily merged into Einstein medical Center Montgomery ("EMCM"), an organization included in this group exemption. Additionally, The governing documents of EMCM were updated and amended during the year to ensure governance provisions are consistent across THOMAS JEFFERSON UNIVERSITY/Jefferson Health affiliates. EMCM 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. The governing documents Of Einstein Practice Plan, Inc., an organization included in this group exemption, were updated and amended during the year to reflect a change in the number of the governing body's voting members. The governing documents Of Fornance Physician Services, inc., an organization included in this group exemption, were updated and amended during the year to reflect a change in the number of the governing body's voting members. Core form, part vi, section a; questions 6 & 7 JEFFERSON HEALTH CORPORATION ("JHC") is the sole member of all organizations included in this consolidated group form 990. Thomas jefferson university ("tju") is the sole member of JHC. Accordingly, tju has the ultimate right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws. Core form, part vi, section b; question 11b The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was provided to each voting member of the organization's governing body prior to filing of the form 990 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 then presented to thomas jefferson university's finance, assurance & compliance committee and 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 organization is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best practices in corporate governance. Thomas jefferson university's board of trustees has a compensation and human capital committee ("committee"). The committee has adopted a written executive compensation philosophy which it follows when it reviews and approves of the compensation and benefits of the system's executive compensation, including arrangements covering the president/chief executive officer, senior executives and other key employees (including clinical department chairs and select faculty). The committee meets multiple times during the year and is comprised of individuals who are independent and do not have conflicts of interest with regard to the compensation arrangements that fall within its purview. The committee's process is designed to satisfy the rebuttable presumption of reasonableness that is available under the intermediate sanctions law, and includes the review of comparability data and the contemporaneous substantiation of its deliberations and decisions. The committee's decisions are made in accordance with system's compensation philosophy, which supports the objective of attracting, retaining and motivating talented individuals who have the appropriate experience and skills to achieve the institution's objectives. On an annual basis the committee reviews appropriate comparability data for similar institutions that reflect the mission, scope and complexity of the organization and its constituent entities. The committee engages qualified, independent consultants as needed to provide advice on compensation matters and to prepare the comparability data, which are reviewed by the committee in advance of making its decisions. The committee reviews and approves compensation for the president/chief executive officer and other senior executives based on market practices, an assessment of performance and other business judgment factors. The executive compensation includes incentive pay, pursuant to which executives are rewarded based on the achievement of the system, entity and individual performance goals that are established in advance of the performance period. These goals are linked to system's mission, strategic and operating objectives, and have predetermined weights. At the end of the year, the committee approves the resulting awards based on a review of performance achievements relative to the goals; in appropriate circumstances, other discretionary factors may be considered when incentives are determined. The committee makes a determination of the reasonableness of compensation and maintains minutes that document its deliberations and decisions. Core form, part vi, section c; question 19 The organization's filed certificate of incorporation and any amendments can be obtained and reviewed through the commonwealth of pennsylvania. CORE FORM, PART VII CORE FORM, PART VII INCLUDES, AS OF JUNE 30, 2025, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS A SUMMARY BY ORGANIZATION: ALBERT EINSTEIN MEDICAL CENTER'S BOARD OF TRUSTEES INCLUDES THE FOLLOWING INDIVIDUALS: - CAROLE S. BEN-MAIMON, M.D. - RICHARD J. BRAEMER - SUSANE KLINE KLEHR - JOHN P. KORMAN - MATHEW S. LEVITTIES - ROBERT J. LIPSTEIN - ERIC RAYMOND - ALBERTO ESQUENAZI, M.D. - JOANNE FISHMAN, ESQ. - JOAN L. GOLDSTEIN - JOSHUA S. GROSS - DIXIEANNE P. JAMES - ELLEN KRAFTSOW-KOGAN - HANK SIMMS, M.D. - GREGORY H. STEIN - JUDITH K. TRICHON EINSTEIN COMMUNITY HEALTH ASSOCIATE'S BOARD OF TRUSTEES INCLUDES THE FOLLOWING INDIVIDUALS: - STEVEN BERK, ESQ. - RICHARD H. FINE, M.D. - JOANNE FISHMAN, ESQ. - DEBRA HOLLANDER - DIXIEANNE P. JAMES - MARINA KATS, ESQ. - EDMUND PRIBITKIN, M.D., MBA - LAWRENCE S. REICHLIN - MADALYN ROVINSKY - JUDITH K. TRICHON EINSTEIN MEDICAL CENTER MONTGOMERY'S BOARD OF TRUSTEES INCLUDES THE FOLLOWING INDIVIDUALS: - STEVEN BERK, ESQ. - GEOFFREY M. DUFFINE, ESQ. - ALISON KORMAN FELDMAN - LEWIS I. GANTMAN, ESQ. - DEBRA HOLLANDER - BRUCE MENKOWITZ, M.D. - THOMAS N. PERLOFF - LAWRENCE S. REICHLIN - RICHARD C. SHEERR - ANTHONY R. SHERR, ESQ. - BRIAN SWEENEY, R.N., MBA, FACHE - RICHARD A. WOLFSON EINSTEIN PRACTICE PLAN, INC.'S BOARD OF TRUSTEES INCLUDES THE FOLLOWING INDIVIDUALS: - STEVEN BERK, ESQ. - RICHARD H. FINE, M.D. - JOANNE FISHMAN, ESQ. - DEBRA HOLLANDER - DIXIEANNE P. JAMES - MARINA KATS, ESQ. - EDMUND PRIBITKIN, M.D., MBA - LAWRENCE S. REICHLIN - MADALYN ROVINSKY - BRIAN SWEENEY, R.N., MBA, FACHE - JUDITH K. TRICHON FORNANCE PHYSICIAN SERVICES, INC.'S BOARD OF TRUSTEES INCLUDES THE FOLLOWING INDIVIDUALS: - STEVEN BERK, ESQ. - RICHARD H. FINE, M.D. - JOANNE FISHMAN, ESQ. - DEBRA HOLLANDER - MARINA KATS, ESQ. - ANGELA NICHOLAS, M.D. - EDMUND PRIBITKIN, M.D., MBA - LAWRENCE S. REICHLIN - MADALYN ROVINSKY - JUDITH K. TRICHON 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 EDMUND PRIBITKIN, M.D., MBA IS AN OFFICER AND VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. PRIBITKIN IS ALSO THE PRESIDENT OF JEFFERSON MEDICAL GROUP; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH IS ALSO THE SOLE MEMBER AND CONTROLLING ENTITY OF JEFFERSON UNIVERSITY PHYSICIANS. DR. PRIBITKIN PROVIDES LICENSED MEDICAL SERVICES, AS WELL AS, NON-CLINICAL SERVICES. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE JEFFERSON UNIVERSITY PHYSICIANS (EIN: 23-2809585) FEDERAL FORM 990. PLEASE REFER TO THE JEFFERSON UNIVERSITY PHYSICIANS 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. BRIAN SWEENEY, RN, MBA, FACHE is AN OFFICER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWEENEY ALSO SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152) FEDERAL FORM 990. PLEASE REFER TO THE ABINGTON MEMORIAL HOSPITAL FEDERAL FORM 990 FOR THIS INFORMATION. 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/trustee 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. Core form, part vii, section a, column b THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. Core form, part x; line 25 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; - 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 Asset Transfers - ($4,110,534); - Change in net pension liability - $81,898,823; - NET ASSETS RELEASED FROM RESTRICTION (OPERATING) - ($7,733,811); - TRANSFER OF NET ASSETS from Montgomery Hospital; an internal revenue code section 501(c)(3) tax-exempt organization - $24,910,697; - Net Asset Transfers (donor Restricted) - $17,641; - Other Changes in net assets (donor Restricted) - $9,480; AND - Change in value of External Trust (DONOR RESTRICTED) - $3,074,109. 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 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 true 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. 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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. PA 501(C)(3) 10 JHC false LVHN REALTY HOLDING COMPANY PO BOX 4000 ALLENTOWN PA 181054000 232245513 REAL ESTATE PA 501(C)(3) 12C JHC false METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223537847 HEALTH SVCS. NJ 501(c)(3) 12A JMG false METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232678055 HEALTH SVCS. PA 501(C)(3) 12A JMG false MONTGOMERY HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222456265 FUNDRAISING PA 501(C)(3) 12B EMCM true MONTGOMERY HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352193 HEALTH SVCS. PA 501(C)(3) 3 JHC false MONTGOMERY HOSPITAL WORKERS COMP TRUST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232351775 HEALTH SVCS. PA 501(C)(3) 12A 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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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.