SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service
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OMB No. 1545-0047
2021
Open to Public
Inspection
Name of the organization
MAGEE REHABILITATION HOSPITAL
 
Employer identification number

23-1476328
Return Reference Explanation
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS MAGEE REHABILITATION HOSPITAL ("MAGEE") IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, MAGEE PROVIDES HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, OR ABILITY TO PAY. MOREOVER, THE ORGANIZATION OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. OUR MISSION: ------------ THE ORGANIZATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH DISABILITIES BY PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES. MAGEE'S MISSION COMBINES CLINICAL SERVICE DEDICATED TO RESTORING THE INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENT FUNCTIONING. COMMUNITY INVOLVEMENT THROUGH ADVOCACY, OUTREACH, AND SUPPORT TO IMPROVE THE QUALITY OF LIVES OF INDIVIDUALS WITH DISABILITIES. EDUCATION EFFORTS DRIVEN TO EDUCATE HEALTHCARE PROVIDERS AND THE COMMUNITY IN ALL THE ASPECTS OF REHABILITATION CARE AND RESEARCH IN CHALLENGING ESTABLISHED NORMS AND FORGING NEW GROUND IN REHABILITATIVE SERVICES. OUR VISION: ----------- 1) TO BE THE PREEMINENT, INDEPENDENT PROVIDER OF PHYSICAL AND COGNITIVE REHABILITATION SERVICES WITHIN THE GLOBAL MARKET. 2) TO BE THE NATIONAL LEADER FOR REHABILITATION EXCELLENCE AND INNOVATION IN THE DELIVERY OF CARE AND PATIENT SAFETY, CONTINUALLY IMPROVING QUALITY AND THE PATIENT CARE EXPERIENCE. 3) TO PROVIDE EXEMPLARY CLINICAL CARE THAT SETS A WORLD COMMUNITY STANDARD FOR EXCELLENCE AS MEASURED BY OUTCOMES. 4) TO BE THE EMPLOYER OF CHOICE, PROVIDING A HIGHLY REWARDING ENVIRONMENT FOR OUR EMPLOYEES THUS ATTRACTING AND RETAINING THE MOST COMPETENT, PRODUCTIVE WORK FORCE. OUR VALUES: ----------- AT THE ROOT OF ALL OF MAGEE'S ACCOMPLISHMENTS, ARE THE VALUES, AND MORE SPECIFICALLY THE TRAITS AND BEHAVIORS, OF THE MAGEE ASSOCIATES. AS FUNDAMENTAL AS THIS IS, A COMMITTED FOCUS ON THESE TRAITS AND BEHAVIORS IS A PREREQUISITE FOR CONSTANTLY IMPROVING THE QUALITY THAT IS LINKED TO OUR CLINICAL AND CUSTOMER SERVICE PERFORMANCE. OUR VALUES MUST BECOME INGRAINED WITHIN US ALL SUCH THAT, FROM DAY ONE AT MAGEE, OUR ASSOCIATES WILL DELIVER VALUE THROUGH REACH. RESPECT - PROFESSIONALLY INTERACTS WITH OTHERS BY BEING OPEN-MINDED, CULTURALLY AWARE, COURTEOUS AND UNDERSTANDING AND APPRECIATIVE OF OTHERS. EXCELLENCE - PROVIDES AN EXCEPTIONAL EXPERIENCE TO EVERY CUSTOMER (PATIENT OR COLLEAGUE) BY BEING ADAPTABLE, INNOVATIVE, ACCOUNTABLE, CONTINUALLY IMPROVING SELF, TEAM AND OTHERS. ATTITUDE - ATTITUDE IS A COMPASSIONATE, POSITIVE, ENCOURAGING, A PROBLEM-SOLVER, COMMITTED AND DETERMINED. COLLABORATION - PROMOTES OPPORTUNITIES TO WORK TOGETHER BY ENGAGING ALL MEMBERS OF OUR ORGANIZATION AND PARTNERS THROUGH EFFECTIVE TEAM COMMUNICATION, WILLINGNESS TO LISTEN AND RECOGNIZING THE IMPORTANCE OF EACH INDIVIDUAL'S CONTRIBUTIONS. HOSPITALITY - FRIENDLY, HELPFUL, WELCOMING AND COMFORTING. BACKGROUND ---------- THE FIRST CHAPTER: ANNA JUSTINA MAGEE WAS A FIFTH GENERATION DESCENDANT OF JOHANN CHRISTIAN AND CHRISTINA KNEASS WHO ARRIVED IN PHILADELPHIA FROM ROTTERDAM IN SEPTEMBER 1753. MISS MAGEE WAS BORN ON JANUARY 21, 1843, THE FOURTH DAUGHTER AND ONE OF SEVEN CHILDREN OF JAMES AND CAROLINE MAGEE. JAMES MAGEE AND HIS BUSINESS PARTNER GEORGE TABER MANUFACTURED SADDLERY HARDWARE AT 4TH AND MARKET STREETS, AND FOUND A VERY POPULAR OUTLET FOR THEIR GOODS IN NEW ORLEANS. AS THEIR SOUTHERN TRADE FLOURISHED, THEY INVESTED IN LANDS IN THE SOUTHERN STATES. SOON, THEY FORMED ANOTHER FIRM BEARING THE MAGEE NAME IN NEW ORLEANS WHILE CONTINUING TO DO BUSINESS IN PHILADELPHIA. THE SECOND CHAPTER: JAMES MAGEE RETIRED FROM THE BUSINESS IN 1847 TO PURSUE OTHER INTERESTS. KNOWN AS THE FATHER OF THE PENNSYLVANIA RAILROAD, HE WAS ONE OF ITS INCORPORATORS AND FIRST DIRECTORS. BESIDES OTHER RAILROAD INTERESTS, HE FOUNDED AND SERVED AS THE FIRST PRESIDENT OF WESTMORELAND COAL COMPANY. HE WAS ON ITS BOARD OF DIRECTORS UNTIL HIS DEATH IN 1878. DURING THE SAME PERIOD, HE WAS A VESTRYMAN OF ST. STEPHEN'S EPISCOPAL CHURCH AT 19 SOUTH 10TH STREET IN PHILADELPHIA, WHERE ANNA MAGEE ALSO WORSHIPED AND, IN TRIBUTE TO HER FATHER, LATER BECAME ONE OF ITS MAJOR BENEFACTORS. THE THIRD CHAPTER: AS AN ADULT MISS MAGEE WAS ACTIVE IN MANY RELIGIOUS AND CIVIC ORGANIZATIONS, INCLUDING THE ACORN CLUB, THE PHILADELPHIA SOCIETY OF COLONIAL DAMES OF AMERICA, THE PHILADELPHIA CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION, THE ASSOCIATE COMMITTEE OF WOMEN TO THE BOARD OF TRUSTEES OF THE PENNSYLVANIA SCHOOL OF INDUSTRIAL ART, AND THE HISTORICAL AND GENEALOGICAL SOCIETIES OF PENNSYLVANIA. DESPITE THESE ACTIVITIES, ANNA MAGEE LIVED VERY PRIVATELY AT 1720 WALNUT STREET UNTIL SHE DIED IN 1923 AT THE AGE OF 80. IN HER WILL, IN MEMORY OF HER PARENTS, SHE ENDOWED THE MAGEE PROFESSORSHIP OF MEDICINE AT THE JEFFERSON MEDICAL COLLEGE. AND, WITH A GIFT OF $1,285,000, SHE ESTABLISHED WHAT IS NOW MAGEE REHABILITATION HOSPITAL. ANNA MAGEE BELIEVED THAT THE CITY'S HOSPITAL WARDS WERE OVERCROWDED BECAUSE NEEDY PATIENTS, ALTHOUGH THEY COULD NOT RESUME THEIR NORMAL OCCUPATIONS OR DUTIES, REMAINED THERE TOO LONG AFTER PASSING THE INITIAL STAGE OF ACUTE ILLNESS OR INJURY. SHE ALSO DID NOT WANT PATIENTS' FAMILIES TO BE BURDENED WITH THEIR SUPPORT. SHE ENVISIONED A HOSPITAL FOR CONVALESCENTS-ONE, SHE STATED THAT SHOULD ENSURE "THE HIGHEST DEGREE OF REASONABLE COMFORT AND HEALTHFULNESS," IN A "STATELY AND DIGNIFIED" BUILDING IN WHICH "NO MONEY SHOULD BE MISUSED FOR ARCHITECTURAL ORNAMENT." THE FOURTH CHAPTER: IN 1954, THE ORPHAN'S COURT OF PHILADELPHIA PERMITTED THE USE OF THE MAGEE TRUST FUND TO ESTABLISH A REHABILITATION CENTER, RULING THAT REHABILITATION WAS NOW SEEN AS A DYNAMIC FORM OF CONVALESCENT CARE AND THAT SUCH SERVICE WAS CONSISTENT WITH THE WISHES OF ANNA MAGEE. THE SEARCH FOR A FOUNDING DIRECTOR OF THE HOSPITAL LED TO H. FRAZER PARRY, M.D., WHO HAD STUDIED WITH DRS. RUSK AND KRUSEN. HE ASSUMED THE POST IN SEPTEMBER 1955, SETTING UP OFFICE SPACE AT 1500 WALNUT STREET WHERE HE WORKED WITH A TEAM TO FIND AN APPROPRIATE BUILDING FOR THE HOSPITAL. A FORMER FACTORY AT 1513 RACE STREET WAS IDEAL BECAUSE OF ITS CENTRAL LOCATION, OPEN FLOOR SPACE, AND RELATIVELY FEW WALLS THAT WOULD HAVE TO BE TAKEN DOWN. THE BUILDING WAS PURCHASED FROM AMERICAN METER COMPANY, AND CONSTRUCTION AND RENOVATIONS BEGAN IN DECEMBER 1956. THE TOTAL COST OF THE PROJECT, WHICH WAS DESIGNED FOR 39 PATIENTS, AMOUNTED TO ABOUT $2.5 MILLION. OPENING CEREMONIES FOR MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS WERE HELD ON MARCH 9, 1958, AND WITH A STAFF OF 30 IN PLACE, THE HOSPITAL, THE FIRST OF ITS KIND IN PHILADELPHIA, BEGAN ADMITTING PATIENTS THE VERY NEXT DAY. IN THE FIRST TWO YEARS, APPROXIMATELY 57 PERCENT OF THE CARE WAS FREE. TODAY: LEADING THE WAY IN INNOVATIVE TECHNIQUES AND REHABILITATION THERAPY FROM THE VERY BEGINNING, MAGEE REHABILITATION IS NOW ACCLAIMED AS ONE OF THE BEST REHABILITATION HOSPITALS IN THE NATION, DUE TO THE VISION OF ANNA MAGEE AND HER LEGACY TO THE COMMUNITY IN THE PHILADELPHIA REGION. WITH OVER 60 YEARS EXPERIENCE IN REHABILITATION CARE, MAGEE STANDS ALONE IN OFFERING OUTSTANDING CARE FOR THE PATIENTS WE ARE PRIVILEGED TO SERVE.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FACTS & FIGURES --------------- U.S. NEWS & WORLD REPORT HAS RECOGNIZED MAGEE AS ONE OF THE BEST REHABILITATION HOSPITALS IN THE REGION AND NATION. MAGEE'S BRAIN INJURY REHAB PROGRAM WAS THE VERY FIRST TO BE ACCREDITED BY THE COMMISSION ON THE ACCREDITATION OF REHABILITATION FACILITIES (CARF). PHILADELPHIA MAGAZINE RECOGNIZES "TOP DOCS" IN THE REGION. DR GUY FRIED, MAGEE'S MEDICAL DIRECTOR HAS BEEN NAMED FOR PHYSICAL MEDICINE AND REHABILITATION, ALONG WITH DR BARBARA BROWN (STROKE), DR CHRISTOPHER FORMAL (SPINAL CORD INJURY) AND DR. BRIAN KUCER. COMMUNITY PROGRAMS AND RESOURCES ================================ WHEELCHAIR SPORTS ----------------- MAGEE'S WHEELCHAIR SPORTS PROGRAMS HEIGHTEN INDEPENDENCE AND IMPROVE QUALITY-OF-LIFE. GETTING INVOLVED WITH MAGEE'S SPORTS PROGRAMS HELPS PEOPLE WITH DISABILITIES REACH FOR PERSONAL HEALTH AND WELLNESS GOALS. THE THINK FIRST INJURY PREVENTION PROGRAM VISITS AREA SCHOOLS, YOUTH GROUPS AND COMMUNITY CENTERS TO TEACH CHILDREN AND YOUNG ADULTS PREVENTION BY "THINKING FIRST" IN ORDER TO AVOID PERMANENT BRAIN AND SPINAL CORD INJURIES. WHEELCHAIR BASKETBALL IS AN EXCITING SPORT OF SKILL AND TEAMWORK, WHETHER YOU'RE AN ATHLETE WITH AN AMPUTEE, A SPINAL CORD INJURY, MULTIPLE SCLEROSIS, OR ANOTHER LOWER EXTREMITY DISABILITY; BASKETBALL IS A GREAT WAY TO GET EXERCISE, HAVE FUN, AND BE CHALLENGED. THE RULES OF WHEELCHAIR BASKETBALL ARE SLIGHTLY MODIFIED TO MAKE THE GAME MORE ACCESSIBLE FROM A SEATED POSITION. TO PLAY THE SPORT ATHLETES MUST BE ABLE TO PUSH A MANUAL WHEELCHAIR INDEPENDENTLY. MAGEE SPONSORS MEMBERS OF THE WHEELCHAIR RACING COMMUNITY IN LOCAL RACES INCLUDING THE PHILADELPHIA MARATHON, ROTHMAN 8K AND BROAD STREET RUN. PARTICIPANTS CAN USE A RACING CHAIR OR HAND CYCLE, DEPENDING ON THE RACE. A SPORT UNLIKE ANY OTHER; MAGEE EAGLES QUAD RUGBY IS AS COMPETITIVE AS IT IS INTENSE! PLAYERS COLLIDE, LITERALLY, AS THE TEAMS OF FOUR SCRAMBLE TO PUSH A VOLLEYBALL DOWN A BASKETBALL COURT THROUGH THEIR OPPONENTS ZONE AND ACROSS THE GOAL LINE. COMPETITION IS LIMITED TO ATHLETES WITH IMPAIRMENTS TO BOTH LOWER AND UPPER LIMBS AND EACH PERSON IS GIVEN A POINT VALUE BASED ON THEIR LEVEL OF FUNCTIONING. TEAMS MAY ONLY FIELD A CERTAIN POINT TOTAL AT ANY GIVEN TIME DURING THE GAME'S FOUR PERIODS. PLAY IS FAST-PACED AND ROUGH AS THE PLAYERS SKILLFULLY NAVIGATE MODIFIED WHEELCHAIRS AROUND THE COURT AND INTO ONE ANOTHER. WHEELCHAIR TENNIS IS A BRILLIANT ADAPTATION TO AN INCREDIBLE GAME. ALMOST NOTHING IS CHANGED FROM THE RULES OF ABLE-BODIED TENNIS. ATHLETES USE THE SAME COURTS, RACQUETS, AND BALLS TO COMPETE; THE ONLY MODIFICATION IS A RULE ALLOWING A SECOND BOUNCE BEFORE A PERSON IN A WHEELCHAIR MUST RETURN THE BALL. SINCE WHEELCHAIR TENNIS IS SO CLOSE TO ABLE-BODIED TENNIS, ATHLETES CAN PRACTICE AND COMPETE WITH FRIENDS AND FAMILY WHO MAY OR MAY NOT USE WHEELCHAIRS. THE MAGEE SLED HOCKEY TEAM CONSISTS OF INDIVIDUALS WITH DISABILITIES WHO PLAY ICE HOCKEY WHILE SEATED ON A SLED. RULES ARE MODIFIED FROM ABLE BODIED HOCKEY TO ACCOMMODATE INDIVIDUAS WITH DISABILITIES. THINK FIRST PROGRAM ------------------- THINK FIRST IS PRESENTED BY TRAINED FACILITATORS TO SCHOOLS AND COMMUNITY CENTERS AT NO CHARGE. THE PROGRAM BEGINS WITH A HIGH-ENERGY VIDEO IN WHICH SEVERAL YOUNG PEOPLE DESCRIBE THEIR EXPERIENCES AS DISABLED TRAUMA SURVIVORS. A BRIEF ANATOMY DISCUSSION IS THEN GIVEN, SHOWING WHAT PARTS OF THE BODY CAN BE AFFECTED BY THESE INJURIES. THE PROGRAM ALSO INCLUDES SPEAKERS WHO HAVE HAD TRAUMATIC INJURIES AND CAN SPEAK ABOUT THEIR OWN EXPERIENCES WITH THE INJURY AND REHABILITATION PROCESSES. THE PROGRAM IS DESIGNED TO BE INTERACTIVE, ALLOWING STUDENTS TO PARTICIPATE BY VOLUNTEERING TO HELP DEMONSTRATE THE LESSONS, OR BY ASKING QUESTIONS. THINK FIRST STRESSES PREVENTION BY "THINKING FIRST" IN ORDER TO AVOID PERMANENT BRAIN AND SPINAL CORD INJURIES. THE MAIN MESSAGE OF THE THINK FIRST PROGRAM IS THAT YOUNG PEOPLE CAN HAVE A FUN, EXCITING LIFE WHILE TAKING PRECAUTIONS TO AVOID INJURY. SUPPORT GROUPS ============== WHEN THE UNIMAGINABLE HAPPENS TO SOMEONE, IT'S NEARLY IMPOSSIBLE TO IMAGINE A FUTURE. PEER MENTORS AND SUPPORT GROUPS PROVIDE PATIENTS AND CAREGIVERS WITH A PICTURE OF WHAT IS POSSIBLE, AND SHARE TIPS AND RESOURCES THAT HAVE HELPED THEM ALONG THE WAY. PEER MENTORS ARE INDIVIDUALS WHO ARE LIVING WITH A LIFE-CHANGING DISABILITY. PATIENTS HAVE THE OPPORTUNITY TO TALK WITH A MENTOR WHO HAS A SIMILAR DISABILITY WHO IS LIVING A GOOD LIFE. A SUPPORT GROUP IS A PLACE TO LEARN ABOUT THE RESOURCES AVAILABLE TO YOU. MEMBERS HELP EACH OTHER BY SHARING IDEAS AND PRACTICAL SOLUTIONS TO PROBLEMS THAT YOU FACE DAILY. REHABILITATION PROFESSIONALS FROM MAGEE REHABILITATION BRING TO THE GROUP EXPERTISE IN SUPPORTING AN INDIVIDUAL OR CARE GIVER IN ACCESSING AVAILABLE COMMUNITY RESOURCES. PEER MENTOR PROGRAMS -------------------- THE PEER MENTOR PROGRAM AT MAGEE CONSISTS OF SPECIALLY - TRAINED VOLUNTEERS WHO HAVE SURVIVED A SPINAL CORD INJURY, BRAIN INJURY, STROKE OR AMPUTATION AND HAVE LEARNED TO ADJUST TO THEIR DISABILITY. PEER MENTORS ARE MATCHED WITH PATIENTS BASED ON LEVEL OR TYPE OF INJURY, SOCIAL SITUATIONS, AGE, GENDER, MARITAL STATUS, RECREATIONAL INTERESTS, AND VOCATIONAL EXPERIENCE. THERE ARE ALSO SPECIALTY AREAS FOR PEERS WITH EXPERIENCE IN OSTOMIES AND WOUNDS. MAGEE ALSO OFFERS AN ADDICTION MENTOR PROGRAM WHICH IS DESIGNED TO OFFER THOSE WHO STRUGGLE WITH ADDICTION ISSUES THE OPPORTUNITY TO TALK WITH AN EXPERIENCED ADDICTIONS MENTOR. MENTORING RELATIONSHIPS ARE ENCOURAGED TO CONTINUE BEYOND MAGEE. MENTORS CAN HELP WITH A VARIETY OF ISSUES AFTER DISCHARGE, SUCH AS: - CONNECTING FAMILIES AND PATIENTS TO RESOURCES WITHIN THE COMMUNITY (ACCESSIBLE DOCTORS/DENTISTS, RECREATIONAL ACTIVITIES APPROPRIATE TO THE DISABILITY, TRAVEL AND TRANSPORTATION GUIDANCE) - PROVIDING EMOTIONAL SUPPORT DURING THE TRANSITION FROM REHABILITATION TO THE COMMUNITY, OFTEN A DIFFICULT TIME FOR BOTH PATIENTS AND FAMILIES PEER SUPPORT GROUPS ------------------- THERE ARE SEVERAL PEER SUPPORT GROUPS THAT ARE FACILITATED BY VOLUNTEERS OR CARE GIVERS WHO ARE LIVING SUCCESSFULLY WITH A DISABILITY. THESE DIVERSE GROUPS OF PEERS OFFER PERSONAL EXPERIENCE IN ADDITION TO PROVIDING SUPPORT, REASSURANCE AND HELPFUL, PRACTICAL TIPS.
CORE FORM, PART V, QUESTION 15 RICHARD J. WEBSTER, RN, MSN, is an officer and voting member of this organization's board of trustees; an uncompensated position. Mr. Webster is employed by and receives a federal form W-2 from Thomas Jefferson University Hospitals, Inc.; a related internal revenue code section 501(c)(3) tax-exempt organization. His common law employer/employee relationship is with Thomas Jefferson University Hospitals, Inc. Accordingly, Thomas Jefferson University Hospitals, Inc. filed a 2021 Federal Form 4720 which included a remittance of excise tax related to Mr. Webster's compensation in excess of $1M. CRISTINA G. CAVALIERI, ESQ. AND PETER L. DEANGELIS, JR. are officers of this organization's governing body; an uncompensated position. These individuals are employed by and receive a Federal Form W-2 from Thomas Jefferson University; a related Internal Revenue Code Section 501(c)(3) tax-exempt organization. Their common law employer/employee relationship is with Thomas Jefferson University. Accordingly, Thomas Jefferson University filed a 2021 Federal Form 4720 which included a remittance of excise tax related to each individual's compensation in excess of $1M.
CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE CORPORATE MEMBER OF MAGEE REHABILITATION HOSPITAL ("MAGEE"). TJU HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS.
CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THIS ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER SYSTEM INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the Thomas Jefferson University's finance, assurance & compliance committee and the CPA firm made a presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update.
CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY.
CORE FORM, PART VII AND SCHEDULE J Richard J. Webster, RN, MSN is the president of Magee Rehabilitation Hospital. As such, he serves as a voting member of the organization's governing body, as well as an officer of the organization. He is not compensated for serving as a voting member of the organization's governing body. Mr. Webster is also the president of Thomas Jefferson University Hospitals, Inc.; a related internal revenue code section 501(C)(3) tax-exempt organization. He receives a Federal Form W-2 from Thomas Jefferson University Hospitals, Inc. Mr. Webster's reportable compensation, retirement/other deferred compensation and non-taxable benefits are reported within Core Form, Part VII and Schedule J of the Thomas Jefferson University Hospitals, Inc. (EIN: 23-2829095) Federal Form 990. Please refer to the Thomas Jefferson University Hospitals, Inc. Federal Form 990 for this information. CRISTINA G. CAVALIERI, ESQ. AND PETER L. DEANGELIS, JR. are officers of this organization's governing body; an uncompensated position. These individuals are employed by and receive a Federal Form W-2 from Thomas Jefferson University; a related Internal Revenue Code Section 501(c)(3) tax-exempt organization. Their common law employer/employee relationship is with Thomas Jefferson University. Their respective reportable compensation, retirement/other deferred compensation and non-taxable benefits are reported within Core Form, Part VII and Schedule J of the Thomas Jefferson University (EIN: 23-1352651) Federal Form 990 for the year ending June 30, 2022. Please refer to the Thomas Jefferson University Federal Form 990 for this information. STEPHEN V. DESTEFANO, CPA, A FORMER OFFICER OF THIS ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH SYSTEM AS THE VICE PRESIDENT OF FINANCE FOR JEFFERSON HEALTH - NEW JERSEY, WHICH INCLUDES KENNEDY UNIVERSITY HOSPITAL, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE KENNEDY UNIVERSITY HOSPITAL, INC. (EIN: 22-1773439) FEDERAL FORM 990. PLEASE REFER TO THE KENNEDY UNIVERSITY HOSPITAL, INC. FEDERAL FORM 990 FOR THIS INFORMATION.
CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; LINE 25 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES MAY REFLECT A TJU OBLIGATED GROUP LIABILITY. THE MEMBERS OF THE OBLIGATED GROUP CONSIST OF THE FOLLOWING: - THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651 - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, EIN: 23-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - JEFFERSON HEALTH - NORTHEAST SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH SYSTEM, EIN: 22-2442036 - KENNEDY HEALTH FACILITIES, INC., EIN: 22-2442032 - KENNEDY MEDICAL GROUP PRACTICE, P.C., EIN: 46-1420853 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 - ALBERT EINSTEIN HEALTHCARE NETWORK, EIN: 23-2290323 - ALBERT EINSTEIN MEDICAL CENTER, EIN: 23-1396794 - EINSTEIN COMMUNITY HEALTH ASSOCIATES, INC., EIN: 23-2760086 - EINSTEIN MEDICAL CENTER MONTGOMERY, EIN: 20-4193243 - EINSTEIN PRACTICE PLAN, INC., EIN: 23-2664784 - FORNANCE PHYSICIAN SERVICES, EIN: 23-2275991 - MONTGOMERY HOSPITAL, EIN: 23-1352193 - MONTGOMERY HEALTH FOUNDATION, EIN: 22-2456265 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED WITHIN THOMAS JEFFERSON UNIVERSITY'S (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDED JUNE 30, 2022.
CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET CHANGE IN PENSION LIABILITY - $3,695,525; - NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST - ($5,845,516); AND - CHANGE IN NET ASSETS HELD BY AN AFFILIATED FOUNDATION - ($6,744,059).
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, 2022 AND JUNE 30, 2021; 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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