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Nonprofiteer
← WISSAHICKON HOSPICE OF UPHS

Form 990 for tax year 2022

Filed by WISSAHICKON HOSPICE OF UPHS.

Totals

Total revenue
$24,534,305
Total expenses
$27,794,415
Contributions and grants received
$303,380
Grants paid
$0
Program service revenue
$24,956,148
Investment income
-$777,038
Other revenue
$51,815
Total assets, end of year
$5,595,135
Total liabilities, end of year
$13,442,321
Net assets or fund balances, end of year
-$7,847,186
Program services expenses (Part IX)
$22,627,980
Management and general expenses
$5,166,435
Fundraising expenses
$0
Program service expenses (Part III)
$22,627,980

Program services were 81.4% 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.

  • 1a · Federated campaigns

    $17,741

  • 1f · All other contributions, gifts and grants

    $285,639

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

    total $24,956,148 · related or exempt $24,956,148

  • 3 · Investment income

    total $132,270 · excluded $132,270

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

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

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

    other assets $909,308

  • 7c · Gain or loss

    other assets -$909,308

  • 7d · Net gain or loss

    total -$909,308 · excluded -$909,308

  • 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: OTHER OPERATING REVENUES

    total $51,815 · related or exempt $51,815

  • 11e · Other revenue, total

    $51,815

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 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 $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $18,276,914 · program services $14,420,485 · management and general $3,856,429 · fundraising $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $4,935,646 · program services $3,894,225 · management and general $1,041,421 · fundraising $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $829,708 · program services $654,640 · management and general $175,068 · fundraising $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $134,868 · program services $106,411 · management and general $28,457 · fundraising $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $308,341 · program services $243,281 · management and general $65,060 · fundraising $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: SUPPLIES & SERVICES

    total $4,402,412 · program services $4,402,412 · management and general $0 · fundraising $0

  • 24b · Other expenses: THIRD PARTY SETTLEMENTS

    total -$1,093,474 · program services -$1,093,474 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,390,262 · end of year $2,196,986

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $4,010,402 · end of year $2,468,353

  • 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 $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,017 · end of year $46,791

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

    $14,411

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

    $14,411

  • 10c · Land, buildings and equipment, net

    beginning of year $1,249,511 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $738,989 · end of year $883,005

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,461,901 · end of year $3,599,311

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 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 $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $7,427,697 · end of year $9,843,010

  • 27 · Net assets without donor restrictions

    beginning of year -$5,622,315 · end of year -$8,881,221

  • 28 · Net assets with donor restrictions

    beginning of year $1,132,898 · end of year $1,034,035

Mission and programs · 2022

Mission

PROVISION OF COMPREHENSIVE HOSPICE SERVICES

  • DURING THE YEAR ENDED JUNE 30, 2023, WISSAHICKON HOSPICE PROVIDED UNCOMPENSATED CARE, COMPRISED OF CHARITY CARE AND THE PROVISION FOR BAD DEBTS, TOTALING $2,786,199 AND $3,023,660 FOR 2023 AND 2022, RESPECTIVELY. WISSAHICKON HOSPICE PROVIDES MUCH NEEDED PROFESSIONAL AND PUBLIC EDUCATIONAL PROGRAMMING. TOPICS INCLUDE ISSUES RELATED TO END OF LIFE CARE WITH ATTENTION TO THE NEEDS OF BOTH PROFESSIONALS AND FAMILY CAREGIVERS. OUTREACH EFFORTS INCLUDE WORKSHOPS, SYMPOSIA, INFORMATIONAL AND REFERRAL SERVICES, WEB BASED RESOURCES, AND AUDIO AND VIDEO PROGRAMMING. DURING THE YEAR ENDED JUNE 30, 2023, WISSAHICKON HOSPICE PROVIDED THE FOLLOWING PROGRAMS TO PROFESSIONALS AND THE PUBLIC AT LITTLE OR NO CHARGE: > COMMUNITY SUPPORT/SERVICES: - VOLUNTEER SUPPORT AND SERVICES - INITIATED "NO ONE DIES ALONE" PROGRAM- VOLUNTEERS IN ATTENDANCE FOR PATIENTS WHO HAVE NO FAMILY OR CAREGIVER AT THE END OF LIFE. - INITIATED VOLUNTEER PROACTIVE CALLS TO CHECK ON PATIENTS AND FAMILIES. - VETERANS CELEBRATIONS: 129 VETERAN PACKAGES DELIVERED HONORING THOSE WHO HAVE SERVED - VETERAN's PROGRAM EXPANDING TO INCLUDE DIRECT COLLABORATION WITH THE VA IN PROVIDING INFORMATION FOR VETERANS ON HOW TO ACCESS THEIR VA HEALTH BENEFITS. - CAKE DRIVE: REMEMBERING PATIENT/FAMILY SPECIAL EVENTS WITH HOMEMADE AND BEAUTIFULLY DECORATED CAKES. 71 CAKES DELIVERED. - HOUSE PLANTS: DELIVERED TO PATIENTS AND FAMLIES AS A GIFT AND TO SUPPORT TEAM MEMBERS COMING INTO THE HOME-OCCURS QUARTERLY, 43 PLANTS DELIVERED - VOLUNTEERS PROVIDED KNITTED PRAYER SHAWLS, AND HADMADE FIDGET SQUARES, AS WELL AS HAND MADE CARDS SENT FOR THINKING OF YOU, BIRTHDAYS, HOLIDAYS, AND VETERANS DAY. - COMPANIONSHIP VOLUNTEERS: OVER 237 UNIQUE VOLUNTEER VISITS MADE TO COMMUNITY HOSPICE PATIENTS FOR COMPANIONSHIP AND/OR CAREGIVER RELIEF - LAST WRITERS: IN COLLABORATION WITH THE PERELEMAN SCHOOL OF MEDICINE, MED STUDENTS PRODUCED MEMOIR FOR PATIENT FAMILIES AND THE BEREAVED. - IN-SERVICES AND EDUCATIONS FOR VOLUNTEERS: 4 PRESENTATIONS PROVIDED TO VOLUNTEERS OF THE ORGANIZATION TO BETTER PREPARE THEM FOR SUPPORTING PATIENTS ON SERVICES. TOPICS INCLUDED THE MAID ACT, ROLE PLAYING WORKSHOP AND VETERAN'S END OF LIFE CARE. - CONTINUE TO SUPPORT VET TO VET PROGRAM - VOLUNTEER VETERANS VISITING WITH VETERANS RECEIVING HOSPICE CARE. - ACHIEVED LEVEL IV, MOVING TOWARD LEVEL V IN CALENDAR YEAR 2024 OF THE NATIONAL HOSPICE AND PALLIATIVE CARES'S "WE HONOR VETERANS" PROGRAM. THE PROGRAM SEEKS TO SUPPORT VETERANS AT THE END OF LIFE, ACKNOWLEDGE THEIR SERVICE, AND CONNECT THEM TO THE VA TO ACCESS BENEFITS. THE PROGRAM WAS EXPANDED TO PALLIATIVE CARE AND HOME CARE PATEINTS IN AN EFFORT TO HELP VETERANS CONNECT TO ENTITLED SERVICES THROUGH THE VA PRIOR TO THE END OF LIFE. - CHILDREN'S BEREAVEMENT - CAMP ERIN PHILADELPHIA PROVIDED OPPORTUNITY FOR YOUNG PEOPLE TO CONNECT AROUND THEIR SHARED EXPERIENCE OF LOSS AND GRIEF, WHILE PARTICIPATING IN REGULAR CAMP ACTIVITIES.ALTHOUGH 75+ CAMPERS WERE REGISTERED FOR A FULL WEEKEND CAMP, THE CANADIAN WILDFIRES CAUSED THE SHORTENED CAMP WEEKEND AND CAUSED MANY FAMILIES TO NOT BE ABLE TO ATTEND. THE CAMP SUPPORTED 53 CAMPERS FOR A 1 DAY, 1 NIGHT CAMP. - PRODUCED VIDEOS SUPPORTING CHILDREN'S GRIEF FOR ACCESS BY FAMILIES REMOTELY WHO WERE UNABLE TO ATTEND OTHER PROGRAMMING. - THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM IS A VALUABLE AND UNIQUE COMMUNITY RESOURCE AVAILABLE TO CAREGIVERS OF CHILDREN AND TEENS AT NO COST TO THE FAMILIES. THE PROGRAM'S LICENSED PROFESSIONAL - COUNSELOR PROVIDES CONSULTATIVE SERVICES FOR THE CAREGIVERS OF CHILDREN WHO HAVE A LOVED ONE WITH A TERMINAL ILLNESS OR HAVE EXPERIENCED A DEATH OF THEIR LOVED ONE. - PART OF THE MISSION OF THE DAVID BRADLEY CHILDREN'S BEREAVEMENT PROGRAM IS TO PROVIDE THE COMMUNITY WITH EDUCATIONAL MATERIALS AND SUPPORT SERVICES TO ENCOURAGE DISCUSSION AND PROVIDE METHODS FOR CHILDREN AND TEENS TO UNDERSTAND THEIR EMOTIONS. - OUR WEBSITE WAS UPDATED TO INCLUDE INSTRUCTIONAL VIDEOS FOR CAREGIVERS OF CHILDERN AND YOUTH ALONG WITH INSTRUCTIONAL READINGS. - CREATED A DAY-BY-DAY HEALING CALENDAR FOR GRIEVING CHILDREN AND THEIR CAREGIVER. 124 CALENDARS WERE DISTRIBUTED. - COMMUNITY BEREAVEMENT PROGRAM: ESTABLISHED IN 2021 FOR INDIVIDUALS WHO WERE NOT ON SERVICE WITH PENN MEDICINE HOSPICE BUT EXPERIENCED A LOSS AND NEEDED ADDTITIONAL SUPPORT. PARTICIPANTS RECEIVE UP TO 3 ONE ON ONE COUNSELING SERVICES, SUPPORTIVE EFFORT TO CONNECT PARTICIPANTS TO ADDITIONAL COUNSELING SERVICES FOLLOWING INTERVENTIONS IF DESIRED BY PARTICIPANT. PARTICIPANTS RECEIVE ROUTINE MAILINGS WITH COPING STRATEGY'S FOLLOWING LOSS, ARE INVITED TO PARTICIPATE IN WEEKLY GROUP SESSIONS, WORKSHOPS, AND MEMORIAL SERVICES. - COMMUNITY OUTREACH PROGRAMS TO SUPPORT GRIEF AND LOSS WERE OFFERED THROUGHOUT THE YEAR TO THE COMMUNITY FREE OF CHARGE. SPECIAL PROGRAMS WERE OFFERED DURING DIFFICULT HOLIDAYS, SUPPORTING GRIEVING CHILDREN AND ADULTS DURING THE HOLIDAYS. - SUPPORT GROUPS INCLUDE: SPOUSAL LOSS, A YOUNG ADULT CREATIVE ARTS GRIEF SUPPORT GROUP, A GROUP FOR CAREGIVERS OF GRIEVING CHILDREN, AS WELL AS A GROUP FOR THE LGBTQIA+ COMMUNITY WHO HAVE EXPERIENCED THE LOSS OF A PARTNER. - VIRTUAL MEMORIAL SERVICE: OFFERED OVER A YOUTUBE CHANNEL AND EXTENDED TO HOSPICE, HOMECARE, PALLIAITVE CARE, HOSPITAL AND NURSING HOME FACILITIES. THE MEMORIAL SERVICE PROGRAM WILL REMAIN AVAILABLE FOR VEIWING THROUGHOUT THE YEAR. - OFFER BEREAVEMENT SUPPORT FOR LOCAL SCHOOL DISTRICTS > EDUCATION: - PROVIDED HIGH RELIABILITY TRAINING TO ALL PENN MEDICINE AT HOME DIRECTORS AND MANAGERS FOCUSING ON SAFETY, COMMUNICATION, DATA MANAGEMENT, AND PSYCHOLOGICAL SAFETY. THIS TRAINING WAS PART OF THE HEALTHSYSTEMS OVER ALL GOAL. PENN MEDICINE HOSPICE WILL CONTINUE THIS TRAINING WITH A GOAL OF REACHING ALL FRONT-LINE STAFF BY THE END OF FY24. - PATIENT SATISFACTION GROUP LAUNCHED THE WEBSITE CALLED CAREGIVERS CORNER, WHICH IS A SERIES OF 21 SHORT FORM VIDEOS THAT OUTLINE VARIOUS ASPECTS OF THE HOSPICE PROCESS. IN THE FIRST 5 DAYS OF SERVICES, CAREGIVERS AND PATIENTS ARE INUNDATED WITH INFORMATION FROM A VARIETY OF SOURCES, SOMETIMES NOT BEING ABLE TO RETAIN ALL THE IMPORTANT PARTS OF THE CONVERSATION. THESE VIDEOS ARE DESIGNED TO SUPPLEMENT THE INITIAL VISITS AND PROVIDE AN OPPORTUNITY TO REVIEW INFORMATION AT A CAREGIVER/PATIENT LEVEL. - SHORT FORM VIDEO SERIES, "TRY THIS": THE PROJECT WAS DESIGNED TO SHARE TIPS WITH CLINICIANS FOR IMPROVED COMMUNICATION AND USE OF VARIOUS SKILLS BY CLINICIANS FOR CLINICIANS OUT IN THE FIELD. SHORT VIDEOS, APPROX 1-2 MINUTES IN LENGTH, COUPLED WITH SIMPLE FLYERS FOR REVIEW ARE PROVIDED TO CLINICIANS TO VEIW AT THEIR OWN TIME AND WITHIN TEAM MEETINGS. SOME OF THE TOPICS INCLUDE: AIDET ACRONYM -(ACKNOWLEDGE, INTRODUCE, DURATION, EXPLAIN, THANK), TIPS ON HOW TO IMPROVE COMMUNICATION -VERGAL AND NONVERBAL TIPS, KEYS TO ACTIVE LISTENING, DOORR ACRONYM-DATE, OUTLINE, OTHERS, REQUESTS, REMIND, HOW TO SHOW THEM YOU CARE, HOW TO ENSURE THE CAREGIVER UNDERSTANDS WHAT YOU ARE SAYING, TIPS ON PATIENTS WHO DON'T WANT TO TAKE THEIR MEDICINE, TIPS ON HANDLING CONFLICT, HOW TO BE A CALMING PRESENCE WHEN YOU HAVE AN ANXIOUS PATIENT. - SWITCHBOARD TEXT MESSAGING: THE SWITCHBOARD IS A PENN MEDICINE PROPRIETARY PIECE OF TECHNOLOGY THAT ALLOWS THE ORGANIZATION TO SEND TEXT MESSAGES DIRECTLY TO CAREGIVERS/PATIENTS AND PROVIDE REAL TIME EXPERIENCE BASED ON SURVEYS. THE SURVEYS ARE DESIGNED TO PROVIDE INFORMATION AS WELL AN OPPORTUNITY FOR FEEDBACK. THE RESPONSES TO THE SURVEY GO TO A WEB BASED PORTAL THAT TEAM MANAGERS CAN REVIEW ON A REGULAR BASIS. THE PORTAL ALSO ALLOWS THEM TO RESPOND DIRECTLY TO CONCERNS RAISED IN THE RESPONSES. - PROVIDED MENTORHSIP/PRECEPTING (10 MONTH PLACEMENT OPPORTUNITY) TO UNIVERSITY OF PENNSYLVANIA MSW STUDENTS. -16 SW CEU'S GIVEN ON CHRONIC ILLNESS APPROVED THROUGH UNIV OF PENNSYLVANIA SCHOOL OF SOCIAL WORK TOPICS: 2 CEU'S -END STAGE RENAL 2 CEU'S -END STAGE CARDIAC 2 CEU'S -NEORUOLOGY 2 CEU'S -ONCOLOGY 2 CEU'S -PULMONARY 2 CEU'S -SERIOUS ILLNESS: NAVIGATING DIFFICULT CONVERSATIONS 1 CEU - SOCIAL DETERMINANTS OF HEALTH APPROVED THROUGH NASW (IPDS COMMITTEE) 1 CEU- NAVIGATING THE HOLIDAYS APPROVED THROUGH PA STATE BOARD OF SOCIAL WORKERS (IPIDS COMMITTEE) 1 CEU-AGING IN PLACE 1 CEU-CUIDED IMAGERY - INFORMATION SESSION OFFERED BY ELDER CARE ATTORNEY (TOPIC: END OF LIFE CONVERSATIONS: THE INTERFACE OF LEGAL, MEDICAL AND ETHICAL REALITIES) - INFORMATION SESSION WITH PHILADELPHIA HOARDING TASK FORCE - ON GOING COORDINATION WITH VA AND INFORMATION SESSION WITH OUTREACH COORDINATOR. - CHAPLAINS HOSTED PALLIATIVE CARE FELLOWS TO SHADOW THEM WHILE PROVIDING SPIRITUAL SUPPORT TO PATIENT'S IN THE HEALTH SYSTEM TO GIVE THEM A MORE INDEPTH UNDERSTANDING OF INCORPORATING SPIRITUALITY INTO MEDICAL CARE. - INTERNSHIP PROGRAM PROVIDED TO NURSING STUDENTS FROM SEVERAL LOCAL UNIVERSITIES IN THE AREA. - FULL TIME FACILITY EDUCATION COORDINATOR HIRED TO SUPPORT STAFF OF AN AREA NURSING HOMES FOCUSED ON EDUCATION OF THE STAFF ON HOSPICE, CAREGIVER AND GRIEF BURNOUT.

    Expenses $22,627,980 · Revenue $25,007,963

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

Listed in Part VII

  • KEVIN B MAHONEY

    BOARD MEMBER

    Total calculated
    $3,396,943
    From this org
    $0
    From related orgs
    $2,872,713
    Other
    $524,230
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,716,661 related
    Bonus
    $0 + $840,000 related
    Other
    $0 + $316,052 related
    Deferred
    $0 + $504,000 related
    Nontaxable benefits
    $0 + $20,230 related
    Filer's total
    $0 + $3,396,943 related

  • KEITH KASPER

    CHAIR & CONTROLLER-EX-OFFICIO

    Total calculated
    $1,741,633
    From this org
    $0
    From related orgs
    $1,716,989
    Other
    $24,644
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $984,066 related
    Bonus
    $0 + $421,785 related
    Other
    $0 + $311,138 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $24,644 related
    Filer's total
    $0 + $1,741,633 related

  • REGINA S CUNNINGHAM PHD

    BOARD MEMBER

    Total calculated
    $1,529,541
    From this org
    $0
    From related orgs
    $1,357,964
    Other
    $171,577
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $781,268 related
    Bonus
    $0 + $336,438 related
    Other
    $0 + $240,258 related
    Deferred
    $0 + $153,800 related
    Nontaxable benefits
    $0 + $17,777 related
    Filer's total
    $0 + $1,529,541 related

  • JOHN J HERMAN MBA

    BOARD MEMBER

    Total calculated
    $1,083,242
    From this org
    $0
    From related orgs
    $957,627
    Other
    $125,615
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $660,761 related
    Bonus
    $0 + $274,680 related
    Other
    $0 + $22,186 related
    Deferred
    $0 + $98,108 related
    Nontaxable benefits
    $0 + $27,507 related
    Filer's total
    $0 + $1,083,242 related

  • PATRICK J BRENNAN MD

    BOARD MEMBER

    Total calculated
    $994,124
    From this org
    $0
    From related orgs
    $920,461
    Other
    $73,663
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $573,695 related
    Bonus
    $0 + $325,446 related
    Other
    $0 + $21,320 related
    Deferred
    $0 + $27,450 related
    Nontaxable benefits
    $0 + $46,213 related
    Filer's total
    $0 + $994,124 related

  • MICHAEL A POSENCHEG MD

    BOARD MEMBER

    Total calculated
    $669,155
    From this org
    $0
    From related orgs
    $594,097
    Other
    $75,058
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $463,506 related
    Bonus
    $0 + $100,116 related
    Other
    $0 + $30,475 related
    Deferred
    $0 + $38,636 related
    Nontaxable benefits
    $0 + $36,422 related
    Filer's total
    $0 + $669,155 related

  • JOAN M DOYLE MSN MBA

    EXEC. DIRECTOR-EX-OFFICIO MBR

    Total calculated
    $607,346
    From this org
    $0
    From related orgs
    $589,127
    Other
    $18,219
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $357,586 related
    Bonus
    $0 + $154,875 related
    Other
    $0 + $76,666 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,219 related
    Filer's total
    $0 + $607,346 related

  • CHARLES SCHNEIDER MD FACP

    BOARD MEMBER

    Total calculated
    $465,891
    From this org
    $0
    From related orgs
    $389,114
    Other
    $76,777
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,980 related
    Bonus
    $0
    Other
    $0 + $43,134 related
    Deferred
    $0 + $33,262 related
    Nontaxable benefits
    $0 + $43,515 related
    Filer's total
    $0 + $465,891 related

  • ANGELA R COLADONATO DNP RN

    BOARD MEMBER

    Total calculated
    $435,265
    From this org
    $0
    From related orgs
    $417,519
    Other
    $17,746
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $328,065 related
    Bonus
    $0 + $64,856 related
    Other
    $0 + $24,598 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $17,746 related
    Filer's total
    $0 + $435,265 related

  • DAVID F ALEXANDER

    CFO/ASST CON/SECRETARY

    Total calculated
    $359,675
    From this org
    $0
    From related orgs
    $332,907
    Other
    $26,768
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $270,177 related
    Bonus
    $0 + $61,561 related
    Other
    $0 + $1,169 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,768 related
    Filer's total
    $0 + $359,675 related

  • SARAH GLICK JOHNSON

    SECRETARY

    Total calculated
    $328,324
    From this org
    $0
    From related orgs
    $302,626
    Other
    $25,698
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,935 related
    Bonus
    $0 + $59,333 related
    Other
    $0 + $358 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $25,698 related
    Filer's total
    $0 + $328,324 related

  • KATHERINE MAJOR

    DIRECTOR PENN HOME PALLIATIVE

    Total calculated
    $207,655
    From this org
    $189,995
    From related orgs
    $0
    Other
    $17,660
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $189,737
    Bonus
    $0
    Other
    $258
    Deferred
    $0
    Nontaxable benefits
    $17,660
    Filer's total
    $207,655

  • SUSAN C FOSTER

    HOSPICE SYSTEM DIRECTOR

    Total calculated
    $206,371
    From this org
    $188,565
    From related orgs
    $0
    Other
    $17,806
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $187,452
    Bonus
    $0
    Other
    $1,113
    Deferred
    $0
    Nontaxable benefits
    $17,806
    Filer's total
    $206,371

  • EVELYN DESMOND

    DIRECTOR HOSPICE

    Total calculated
    $195,415
    From this org
    $186,930
    From related orgs
    $0
    Other
    $8,485
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $185,844
    Bonus
    $0
    Other
    $1,086
    Deferred
    $0
    Nontaxable benefits
    $8,485
    Filer's total
    $195,415

  • JAMES WEINSTEIN CPA

    SPECIAL PROJECTS ANALYST

    Total calculated
    $194,172
    From this org
    $0
    From related orgs
    $177,563
    Other
    $16,609
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,180 related
    Bonus
    $0
    Other
    $0 + $1,383 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,609 related
    Filer's total
    $0 + $194,172 related

  • LORI REED

    NURSE EMERGENCY RESPONSE

    Total calculated
    $192,739
    From this org
    $176,057
    From related orgs
    $0
    Other
    $16,682
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $175,900
    Bonus
    $0
    Other
    $157
    Deferred
    $0
    Nontaxable benefits
    $16,682
    Filer's total
    $192,739

  • KRISTIE SMITH

    NURSE EMERGENCY RESPONSE

    Total calculated
    $178,516
    From this org
    $153,241
    From related orgs
    $0
    Other
    $25,275
    Hours/week
    55

    Schedule J breakdown matched by us

    Base
    $153,128
    Bonus
    $22
    Other
    $91
    Deferred
    $0
    Nontaxable benefits
    $25,275
    Filer's total
    $178,516

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

  • 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)

SCHEDULE J, PART I, LINE 3
TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------
SCHEDULE J, PART I, LINE 4B
PARTICIPATION IN A SUPP NONQUALIFIED PLAN CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: KASPER, KEITH - $275,942 CUNNINGHAM, REGINA S. - $208,692 MAHONEY, KEVIN B. - $281,027 HERMAN, JOHN J. - NO DISTRIBUTION THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "MED SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE MED SERP PLAN DURING THE YEAR: BRENNAN, PATRICK J. - NO DISTRIBUTION SCHNEIDER, CHARLES J. - NO DISTRIBUTION THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: POSENCHEG, MICHAEL A. - NO DISTRIBUTION ------------------------------
SCHEDULE J, PART I, LINE 7
PROVISION OF NON-FIXED PAYMENTS WISSAHICKON HOSPICE PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------

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

No itemized grants to organizations 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.

Related partnerships

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

Related corporations and trusts

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $941,170. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202411349349303921

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