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Nonprofiteer
← THOMAS JEFFERSON UNIVERSITY HOSPITAL

Form 990 for tax year 2022

Filed by THOMAS JEFFERSON UNIVERSITY HOSPITAL.

Totals

Total revenue
$2,553,262,379
Total expenses
$2,490,851,477
Contributions and grants received
$83,442,306
Grants paid
$3,131,786
Program service revenue
$2,439,022,736
Investment income
$23,771,457
Other revenue
$7,025,880
Total assets, end of year
$2,554,075,084
Total liabilities, end of year
$1,173,249,011
Net assets or fund balances, end of year
$1,380,826,073
Program services expenses (Part IX)
$2,115,804,626
Management and general expenses
$367,652,576
Fundraising expenses
$7,394,275
Program service expenses (Part III)
$2,115,804,626

Program services were 84.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $25,075,743

  • 1f · All other contributions, gifts and grants

    $58,366,563

  • 1g · Noncash contributions included above

    $190,176

  • 2a · Program service revenue: NET PATIENT SERVICE REVENUE

    total $2,057,330,346 · related or exempt $2,057,330,346

  • 2b · Program service revenue: OTHER HEALTHCARE RELATED REVENUE

    total $379,021,639 · related or exempt $378,419,147 · unrelated business $602,492

  • 2c · Program service revenue: RENTAL INCOME FROM AFFILIATES

    total $2,244,768 · related or exempt $2,244,768

  • 2d · Program service revenue: TUITION & EDUCATION

    total $425,983 · related or exempt $425,983

  • 3 · Investment income

    total $8,506,592 · excluded $8,506,592

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $4,971,967

  • 6b · Less rental expenses

    real property $2,226,071

  • 6c · Rental income or loss

    real property $2,745,896 · personal property $0

  • 6d · Net rental income or loss

    total $2,745,896 · excluded $2,745,896

  • 7a · Gross sales of assets other than inventory

    securities $15,851,658

  • 7b · Less cost or other basis and sales expenses

    other assets $586,793

  • 7c · Gain or loss

    securities $15,851,658 · other assets -$586,793

  • 7d · Net gain or loss

    total $15,264,865 · excluded $15,264,865

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: CAFETERIA

    total $3,681,469 · excluded $3,681,469

  • 11b · Other revenue: PARKING

    total $598,515 · excluded $598,515

  • 11e · Other revenue, total

    $4,279,984

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,131,786 · program services $3,131,786

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $2,631,790 · program services $2,631,790

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $813,150,449 · program services $649,478,004 · management and general $158,017,350 · fundraising $5,655,095

  • 8 · Pension plan contributions

    total $51,021,175 · program services $44,695,537 · management and general $6,325,638

  • 9 · Other employee benefits

    total $112,440,398 · program services $98,524,846 · management and general $13,915,552

  • 10 · Payroll taxes

    total $62,960,253 · program services $55,172,557 · management and general $7,787,696

  • 11a · Fees: management

    total $2,050,982 · program services $1,942,578 · management and general $108,404

  • 11b · Fees: legal

    total $4,737,209 · program services $118,244 · management and general $4,618,965

  • 11c · Fees: accounting

    total $640,773 · management and general $640,773

  • 11d · Fees: lobbying

    total $206,766 · program services $206,766

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $163,826,305 · program services $73,623,738 · management and general $90,026,878 · fundraising $175,689

  • 12 · Advertising and promotion

    total $12,475,913 · program services $531,777 · management and general $11,943,506 · fundraising $630

  • 13 · Office expenses

    total $26,317,354 · program services $17,303,399 · management and general $8,583,584 · fundraising $430,371

  • 14 · Information technology

    total $41,278,952 · program services $5,457,521 · management and general $35,651,805 · fundraising $169,626

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $41,027,734 · program services $33,836,294 · management and general $7,190,241 · fundraising $1,199

  • 17 · Travel

    total $5,929,930 · program services $4,619,724 · management and general $1,228,683 · fundraising $81,523

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $683,364 · program services $354,170 · management and general $326,240 · fundraising $2,954

  • 20 · Interest

    total $27,956,026 · program services $25,662,057 · management and general $2,293,969

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $100,578,667 · program services $100,067,836 · management and general $510,831

  • 23 · Insurance

    total $39,235,658 · program services $39,223,334 · management and general $12,324

  • 24a · Other expenses: DRUGS & MEDICAL SUPPLIES

    total $618,042,049 · program services $616,966,353 · management and general $1,075,696

  • 24b · Other expenses: JH SUPPORT PROGRAM

    total $136,930,992 · program services $136,930,992

  • 24c · Other expenses: MA TAX ASSESS/MODERNIZATION

    total $82,195,398 · program services $82,195,398

  • 24d · Other expenses: CLINICAL & ACADEMIC SUPPORT

    total $57,472,443 · program services $57,472,206 · management and general $237

  • 24e · All other expenses

    total $83,929,111 · program services $65,657,719 · management and general $17,394,204 · fundraising $877,188

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,059,853 · end of year $13,196,506

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $12,053,701 · end of year $47,469,864

  • 4 · Accounts receivable

    beginning of year $242,288,863 · end of year $284,648,459

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $41,994,049 · end of year $43,938,179

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,240,022 · end of year $6,633,891

  • 10a · Land, buildings and equipment: cost or other basis

    $2,653,117,703

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,488,454,684

  • 10c · Land, buildings and equipment, net

    beginning of year $934,836,155 · end of year $1,164,663,019

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $814,584,941 · end of year $767,374,757

  • 14 · Intangible assets

    beginning of year $9,000,000 · end of year $9,000,000

  • 15 · Other assets

    beginning of year $188,338,309 · end of year $217,150,409

  • 17 · Accounts payable and accrued expenses

    beginning of year $191,357,974 · end of year $187,647,497

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $3,256,012 · end of year $2,125,847

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $8,194,529 · end of year $15,263,714

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $836,902,148 · end of year $968,211,953

  • 27 · Net assets without donor restrictions

    beginning of year $1,176,057,452 · end of year $1,242,815,464

  • 28 · Net assets with donor restrictions

    beginning of year $82,627,778 · end of year $138,010,609

Mission and programs · 2022

Mission

THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. WE ARE COMMITTED TO: 1) SETTING THE STANDARD FOR EXCELLENCE IN THE DELIVERY OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE; 2) PROVIDING EXEMPLARY CLINICAL SETTINGS FOR EDUCATING THE HEALTHCARE DELIVERY PROFESSIONALS WHO WILL FORM THE COLLABORATIVE HEALTHCARE DELIVERY TEAM OF TOMORROW; 3) LEADING IN THE INTRODUCTION OF INNOVATIVE METHODOLOGIES FOR HEALTHCARE DELIVERY AND QUALITY IMPROVEMENT. WE ACCOMPLISH OUR MISSION IN PARTNERSHIP WITH THOMAS JEFFERSON UNIVERSITY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.

Activities or mission (Part I)

THE MISSION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. IS TO IMPROVE LIVES.

  • 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.

    Expenses $2,115,804,626 · Grants $3,131,786 · Revenue $2,438,420,244

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Charles J Yeo MD Facs

    TRUSTEE

    Total calculated
    $1,652,336
    From this org
    $0
    From related orgs
    $1,610,691
    Other
    $41,645
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $1,277,552 related
    Bonus
    $0 + $251,184 related
    Other
    $0 + $81,955 related
    Deferred
    $0 + $22,669 related
    Nontaxable benefits
    $0 + $18,976 related
    Filer's total
    $0 + $1,652,336 related

  • Richard J Webster RN Msn

    TRUSTEE - PRES TJUH(TERM 6/23)

    Total calculated
    $1,251,056
    From this org
    $1,151,040
    From related orgs
    $0
    Other
    $100,016
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $750,227
    Bonus
    $222,579
    Other
    $178,234
    Deferred
    $87,775
    Nontaxable benefits
    $12,241
    Filer's total
    $1,251,056

  • Sandra Brooks MD MBA

    TRUSTEE - CMO (TERM 3/23)

    Total calculated
    $836,973
    From this org
    $768,200
    From related orgs
    $0
    Other
    $68,773
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $573,117
    Bonus
    $139,185
    Other
    $55,898
    Deferred
    $39,650
    Nontaxable benefits
    $29,123
    Filer's total
    $836,973

  • Vijay M Rao MD Facr

    TRUSTEE

    Total calculated
    $820,145
    From this org
    $0
    From related orgs
    $771,418
    Other
    $48,727
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $664,869 related
    Bonus
    $0 + $83,949 related
    Other
    $0 + $22,600 related
    Deferred
    $0 + $39,650 related
    Nontaxable benefits
    $0 + $9,077 related
    Filer's total
    $0 + $820,145 related

  • Anthony J Dimarino Jrmd

    TRUSTEE

    Total calculated
    $742,216
    From this org
    $0
    From related orgs
    $678,552
    Other
    $63,664
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $637,891 related
    Bonus
    $0
    Other
    $0 + $40,661 related
    Deferred
    $0 + $42,274 related
    Nontaxable benefits
    $0 + $21,390 related
    Filer's total
    $0 + $742,216 related

  • Sharon M Galup

    SVP, PAYER STRATEGY & CONTRACT

    Total calculated
    $691,401
    From this org
    $642,114
    From related orgs
    $0
    Other
    $49,287
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $468,070
    Bonus
    $126,345
    Other
    $47,699
    Deferred
    $39,840
    Nontaxable benefits
    $9,447
    Filer's total
    $691,401

  • Mary Beth Edger

    TRUSTEE; EX-OFFICIO

    Total calculated
    $591,886
    From this org
    $532,605
    From related orgs
    $0
    Other
    $59,281
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $394,223
    Bonus
    $97,377
    Other
    $41,005
    Deferred
    $39,650
    Nontaxable benefits
    $19,631
    Filer's total
    $591,886

  • Rodney Bell MD

    TRUSTEE

    Total calculated
    $521,230
    From this org
    $0
    From related orgs
    $450,557
    Other
    $70,673
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $375,869 related
    Bonus
    $0 + $63,830 related
    Other
    $0 + $10,858 related
    Deferred
    $0 + $52,123 related
    Nontaxable benefits
    $0 + $18,550 related
    Filer's total
    $0 + $521,230 related

  • Gerald A Isenberg MD

    TRUSTEE - MED STAFF PRES

    Total calculated
    $494,275
    From this org
    $0
    From related orgs
    $429,967
    Other
    $64,308
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $0 + $371,489 related
    Bonus
    $0 + $43,284 related
    Other
    $0 + $15,194 related
    Deferred
    $0 + $44,499 related
    Nontaxable benefits
    $0 + $19,809 related
    Filer's total
    $0 + $494,275 related

  • Alex Khariton Rtt MBA

    VP, CANCER SERVICES

    Total calculated
    $480,311
    From this org
    $415,547
    From related orgs
    $0
    Other
    $64,764
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $291,317
    Bonus
    $98,803
    Other
    $25,427
    Deferred
    $39,650
    Nontaxable benefits
    $25,114
    Filer's total
    $480,311

  • Christopher Tomlinson

    VP, CLINICAL LAB/PATHOLOGY

    Total calculated
    $443,199
    From this org
    $380,957
    From related orgs
    $0
    Other
    $62,242
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $298,216
    Bonus
    $71,173
    Other
    $11,568
    Deferred
    $33,550
    Nontaxable benefits
    $28,692
    Filer's total
    $443,199

  • Anthony Stefanelli

    NEUROSURGEON

    Total calculated
    $434,334
    From this org
    $98,708
    From related orgs
    $329,728
    Other
    $5,898
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $46,769 + $286,447 related
    Bonus
    $25,000
    Other
    $26,939 + $43,281 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,898 related
    Filer's total
    $98,708 + $335,626 related

  • Kenneth Lankin

    Enterprise Medical Director

    Total calculated
    $376,044
    From this org
    $370,959
    From related orgs
    $0
    Other
    $5,085
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $311,336
    Bonus
    $58,513
    Other
    $1,110
    Deferred
    $2,335
    Nontaxable benefits
    $2,750
    Filer's total
    $376,044

  • Mark L Alderman Esq

    CHAIR - TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • George E Deming

    VICE CHAIR - TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Janice R Bellace Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Salvatore Cognetti Jr Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Robert Distanislao

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Linda Earle MD

    TRUSTEE; EX-OFFICIO

    Total calculated
    $0
    Hours/week
    5

  • Kenneth A Graham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Michael J Heller Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Harold A Honickman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Dixieanne P James

    TRUSTEE - PRESIDENT

    Total calculated
    $0
    Hours/week
    55

  • Hyman R Kahn MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Naveen Kakarla

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Matthew Killion MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Leonard I Korman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • David O'Malley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Jeffrey P Orleans

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • William Rock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Jill Schulson Esq

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Rachel Sorokin MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Manny Stamatakis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Jude Tuma

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Thomas P Costello

    TRUSTEE (TERM 6/23)

    Total calculated
    $0
    Hours/week
    5

  • Jack Farber

    TRUSTEE (TERM 12/22)

    Total calculated
    $0
    Hours/week
    5

  • Ira Lubert

    TRUSTEE (TERM 6/23)

    Total calculated
    $0
    Hours/week
    5

  • Bruce A Meyer MD MBA

    TRUSTEE (TERM 11/22)

    Total calculated
    $0
    Hours/week
    60

  • Cristina G Cavalieri Esq

    SECRETARY

    Total calculated
    $0
    Hours/week
    60

  • John P Mordach

    TREASURER

    Total calculated
    $0
    Hours/week
    60

  • Peter L Deangelis Jr

    TREASURER (TERM 4/23)

    Total calculated
    $0
    Hours/week
    60

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

CORE FORM, PART VII AND SCHEDULE J
TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2022 FORMS W-2.
SCHEDULE J, PART I; QUESTION 1
THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: RICHARD J. WEBSTER, RN, MSN; SANDRA BROOKS, M.D., MBA AND SHARON M. GALUP.
SCHEDULE J, PART I; QUESTION 4B
THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CHARLES J. YEO, M.D., FACS, $44,295, RICHARD J. WEBSTER, RN, MSN, $48,783, ANTHONY J. DIMARINO, JR., M.D., $7,979, SHARON M. GALUP, $5,223 AND MARY BETH EDGER, $6,300. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HIS 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD J. WEBSTER, RN, MSN, $73,500. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HER 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: SHARON M. GALUP, $190. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THIS INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HIS 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: RICHARD J. WEBSTER, RN, MSN, $48,125.
SCHEDULE J, PART I; QUESTION 7
CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F
THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • JEFF AMBULATORY SURGERY SERVICES LLC

    HEALTHCARE · PA · income $4,995,199 · assets $8,502,904

    Directly controlled by TJUH

  • JEFFERSON ACUTE CARE PHYSICIANS LLC

    HEALTHCARE · PA · income $14,597,213 · assets $3,965,920

    Directly controlled by TJUH

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 1100 WALNUT ASSOC

    MEDICAL OFFICE · PA

    Directly controlled by NA

  • JEFF UNIV RAD ASSOC

    RELATED · HEALTH SVCS. · PA · 80% owned · share of income $3,066,102 · share of assets $24,159,575

    Directly controlled by TJUH

  • RIVERVIEW SURG CTR LP

    RELATED · HEALTH SVCS. · PA · 50.49% owned · share of income $1,247,699 · share of assets $2,603,651

    Directly controlled by TJUH

  • RIVERVIEW SURG CTR LLC

    RELATED · HEALTH SVCS. · PA · 51% owned · share of income $12,603 · share of assets $26,301

    Directly controlled by TJUH

  • ROTHMAN ORTHO SPEC HOSP

    RELATED · HEALTH SVCS. · PA · 54% owned · share of income $5,055,183 · share of assets $7,103,995

    Directly controlled by TJUH

  • JEFFHEDGE LLC

    INVESTMENTS · DE

    Directly controlled by NA

  • JUNIATA MED BLD

    MEDICAL OFFICE · PA

    Directly controlled by NA

  • TMB ENTERPRISE

    MEDICAL OFFICE · PA

    Directly controlled by NA

  • KENNEDY CH SURG

    SURGERY CENTER · NJ

    Directly controlled by NA

  • MLJH LLC

    RELATED · MEDICAL SERVICES · PA · 50% owned · share of income -$1,218,182 · share of assets $21,041,995

    Directly controlled by TJUH

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • TJU INC

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • WALNUT REALTY CO

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • ATRIUM CORPORATION

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • HEALTHMARK INC

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • JEFFCARE INC

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE

    C CORP. · INACTIVE · PA

    Directly controlled by NA

  • MID-ATLANTIC MATERNAL FETAL INSTITUTE PC

    C CORP. · INACTIVE · NJ

    Directly controlled by NA

  • JEFFERSON PHYSICIAN SVCS OF CALIFORNIA

    C CORP. · INACTIVE · CA

    Directly controlled by NA

  • 925 WALNUT STREET CORP

    S CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • SYSTEM SERVICE CORPORATION

    C CORP. · HOLDING CO. · DE

    Directly controlled by NA

  • TF DEVELOPMENT LTD

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • HEALTH CARE INC

    C CORP. · HEALTH SVCS. · PA

    Directly controlled by NA

  • KENNEDY MANAGEMENT GROUP INC

    C CORP. · MANAGEMENT · NJ

    Directly controlled by NA

  • PROFESSIONAL MEDICAL MANAGEMENT INC

    C CORP. · INACTIVE · NJ

    Directly controlled by NA

  • KENNEDY ACCESS INCORPORATED

    C CORP. · INVESTMENTS · NJ

    Directly controlled by NA

  • JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC

    C CORP. · HEALTH SVCS. · NJ

    Directly controlled by NA

  • CMMC INC

    C CORP. · REAL ESTATE · PA

    Directly controlled by NA

  • EINSTEIN HEALTHCARE SYSTEMS INC

    C CORP. · INACTIVE · PA

    Directly controlled by NA

  • REHAB VENTURES INC

    C CORP. · INACTIVE · PA

    Directly controlled by NA

  • PARTNERS INSURANCE COMPANY INC

    C CORP. · INSURANCE · PA

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202411369349309571

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