ANNA JAQUES COMMUNITY HEALTH FOUNDATION

EIN: 043318952 501(c)(3)

NEWBURYPORT, MA

Total Revenue
$2,648,814
Total Expenses
$1,096,857
Total Assets
N/A
Net Assets
N/A
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Organization Details

Formation Year
1996
Legal Domicile
MA
Principal Officer
MARK GOLDSTEIN
Phone
9784631000
Tax Period
2020-10-01 to 2021-09-30

ANNA JAQUES COMMUNITY HEALTH FOUNDATION, founded in 1996, is a community nonprofit that reported $2.6M in total revenue in fiscal year 2020. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $1.6M, a strong 59% operating margin.

Mission

THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION) WAS ESTABLISHED IN 1996 FOR THE PURPOSE OF CULTIVATING AND SOLICITING ON-GOING DONOR SUPPORT FOR THE GENERAL OPERATIONS, CRITICAL PROGRAMS AND CAPITAL EQUIPMENT NEEDS OF ANNA JAQUES HOSPITAL (AJH OR HOSPITAL), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE FOUNDATION'S MISSION WAS TO SUPPORT AJH AND TO FURTHER THE HOSPITAL'S ABILITY TO PROVIDE THE HIGHEST QUALITY MEDICAL CARE AND IMPROVE THE HEALTH OF THE COMMUNITIES SERVED BY AJH. THE FOUNDATION ACCOMPLISHED ITS MISSION THROUGH COMMUNITY OUTREACH AND ENGAGEMENT AND BY SEEKING PHILANTHROPIC SUPPORT FROM GRATEFUL PATIENTS, COMMUNITY MEMBERS, FOUNDATIONS, AND BUSINESSES. DURING THE FISCAL PERIOD COVERED BY THIS FILING, BETH ISRAEL LAHEY HEALTH (BILH) SERVED AS THE SOLE MEMBER OF ANNA JAQUES HOSPITAL (AJH), BETH ISRAEL DEACONESS MEDICAL CENTER, INC. (BIDMC), MOUNT AUBURN HOSPITAL (MAH), NEW ENGLAND BAPTIST HOSPITAL (NEBH), BETH ISRAEL DEACONESS HOSPITAL -- MILTON, INC. (MILTON), BETH ISRAEL DEACONESS HOSPITAL -- NEEDHAM, INC. (NEEDHAM), BETH ISRAEL DEACONESS HOSPITAL -- PLYMOUTH, INC. (PLYMOUTH), LAHEY HEALTH SHARED SERVICES (LHSS), LAHEY CLINIC FOUNDATION (LCF), WINCHESTER HOSPITAL (WINCHESTER), NORTHEAST HOSPITAL CORPORATION (NHC) WHICH INCLUDES BEVERLY, ADDISON GILBERT AND BAYRIDGE HOSPITALS, NORTHEAST BEHAVIORAL CORPORATION (NBHC), THE BETH ISRAEL LAHEY HEALTH PERFORMANCE NETWORK (BILHPN) AND THE BETH ISRAEL LAHEY HEALTH PHARMACY. THE LAHEY CLINIC FOUNDATION IN TURN SERVED AS THE SOLE MEMBER OF LAHEY CLINIC INC, AND LAHEY CLINIC HOSPITAL D/B/A LAHEY HOSPITAL AND MEDICAL CENTER (LHMC). THE ENTITIES LISTED HERE MAY HAVE ALSO, IN TURN, SERVED AS MEMBER TO OTHER NETWORK AFFILIATES. BILH IS AN INTEGRATED HEALTH CARE SYSTEM COMMITTED TO EXPANDING ACCESS TO EXTRAORDINARY PATIENT CARE ACROSS EASTERN MASSACHUSETTS AND ADVANCING THE SCIENCE AND PRACTICE OF MEDICINE THROUGH GROUNDBREAKING RESEARCH AND EDUCATION. THE BILH SYSTEM IS COMPRISED OF ACADEMIC AND TEACHING HOSPITALS, A PREMIER ORTHOPEDICS HOSPITAL, PRIMARY CARE AND SPECIALTY CARE PROVIDERS, AMBULATORY SURGERY CENTERS, URGENT CARE CENTERS, COMMUNITY HOSPITALS, HOMECARE SERVICES, OUTPATIENT BEHAVIORAL HEALTH CENTERS, ADDICTION TREATMENT PROGRAMS. BILH'S COMMUNITY OF CLINICIANS, CAREGIVERS AND STAFF INCLUDES APPROXIMATELY 4,000 PHYSICIANS AND 35,000 EMPLOYEES.

Program Service Accomplishments

Program 1
Expenses: $1,024,753

FUNDRAISING ACTIVITIES IN SUPPORT OF ANNA JAQUES HOSPITAL AS NOTED PREVIOUSLY IN THIS FILING, THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION), ENGAGES IN DONOR CULTIVATION...

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FUNDRAISING ACTIVITIES IN SUPPORT OF ANNA JAQUES HOSPITAL AS NOTED PREVIOUSLY IN THIS FILING, THE ANNA JAQUES COMMUNITY HEALTH FOUNDATION (AJCHF OR FOUNDATION), ENGAGES IN DONOR CULTIVATION, SOLICITATION AND STEWARDSHIP IN FURTHERANCE OF ITS EXEMPT PURPOSE TO EXCLUSIVELY SUPPORT ANNA JAQUES HOSPITAL (AJH OR HOSPITAL). THE HOSPITAL, LOCATED IN NEWBURYPORT, MASSACHUSETTS HAS BEEN A VITAL PART OF THE COMMUNITY SINCE IT OPENED ITS DOORS IN 1884. THROUGH THE DIRECT FUNDRAISING EFFORTS OF THE FOUNDATION, AJH SUPPORTERS ARE ENCOURAGED TO RENEW THEIR ANNUAL SUPPORT TO CREATE A RELIABLE STREAM OF CONTRIBUTED INCOME TO FUND THE HOSPITAL'S GREATEST NEEDS INCLUDING SPECIAL PROGRAMS, GENERAL OPERATIONS AND CAPITAL PRIORITIES. PROGRAMS SUPPORTED HAVE INCLUDED A TOP-RATED WOUND HEALING CENTER, THE AJH CANCER CENTER IN AFFILIATION WITH BETH ISRAEL DEACONESS MEDICAL CENTER, A SISTER ENTITY TO AJH AND A WORLD-RENOWNED TERTIARY CARE ACADEMIC MEDICAL CENTER ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, THE GERRISH BREAST CARE CENTER, AND THE PERSIST PROGRAM SUPPORTING PREGNANT WOMEN WITH SUBSTANCE USE DISORDERS AND THEIR NEWBORNS. DURING THE PERIOD COVERED BY THIS FILING, THE FOUNDATION'S PRINCIPAL FOCUS WAS TO GENERATE COMMUNITY SUPPORT FOR THE STEPPING FORWARD CAMPAIGN TO EXPAND SURGICAL SERVICES AT AJH. THIS $3.5 MILLION CAMPAIGN WILL HELP AJH BUILD TWO NEW, STATE-OF-THE-ART OPERATING ROOMS TO HELP TO EXPAND AJH'S ORTHOPEDIC PROGRAM IN COLLABORATION WITH NEW ENGLAND BAPTIST HOSPITAL (NEBH), A HOSPITAL EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, A SISTER ENTITY TO AJH AND THE PREMIER REGIONAL PROVIDER FOR ORTHOPEDIC SURGERY AND THE TREATMENT OF MUSCULOSKELETAL DISEASES AND DISORDERS. DURING THE FISCAL YEAR COVERED BY THIS FILING, THE FOUNDATION THROUGH ITS FUNDRAISING EFFORTS PROVIDED $729,677 OF SUPPORT TO ANNA JAQUES HOSPITAL TO SUPPORT THE HOSPITAL'S OPERATING AND CAPITAL NEEDS. IN ADDITION, $7,600,000 OF BOARD DESIGNATED CASH WAS TRANSFERRED TO THE HOSPITAL TO FUND OPERATIONS AND TO FUND THE STEPPING FORWARD RENOVATION PROJECT. AS NOTED ELSEWHERE IN THIS FILING, THE OPERATIONS OF THE FOUNDATION MERGED INTO AJH EFFECTIVE SEPTEMBER 30, 2021. IN ADDITION TO THE PROGRAM SERVICE ACCOMPLISHMENTS NOTED ABOVE, THE BILH NETWORK HAD SIGNIFICANT ACTIVITIES ACROSS ENTITIES RELATED TO BOTH BEHAVIORAL HEALTH AND ITS RESPONSE TO THE ONGOING COVID-19 PANDEMIC. DETAILS ON BOTH ARE BELOW. BILH BEHAVIORAL HEALTH SERVICES THE BETH ISRAEL LAHEY HEALTH NETWORK (BILH) IS COMMITTED TO THE BEHAVIORAL HEALTH NEEDS OF THE PATIENTS AND COMMUNITIES SERVICED. BELOW ARE SOME OF ACTIVITIES THAT BILH BEHAVIORAL SERVICES (BILHBS) HAS PROVIDED TO THE PATIENTS AND COMMUNITIES SERVED BY BILH AND ITS AFFILIATED ENTITIES. BILHBS (WHICH INCLUDES THE ACTIVITIES OF BILH'S TAX-EXEMPT AFFILIATE NORTHEAST BEHAVIORAL HEALTH CORP) IS THE LARGEST NETWORK OF MENTAL HEALTH AND SUBSTANCE USE DISORDER SERVICES IN EASTERN MASSACHUSETTS. BILHBS' NETWORK OF BEHAVIORAL HEALTH CARE INCLUDES SERVICES FOR CHILDREN AND ADULTS RANGING FROM INPATIENT TREATMENT TO COMMUNITY-BASED PROGRAMS. SERVICES INCLUDE: INPATIENT PSYCHIATRIC AND DETOXIFICATION TREATMENT; EMERGENCY PSYCHIATRIC AND MOBILE EMERGENCY SERVICES TEAMS; OUTPATIENT MENTAL HEALTH AND ADDICTION TREATMENT; INDIVIDUAL/COUPLE/FAMILY THERAPY; MEDICATION ASSISTED TREATMENT PROGRAMS FOR PERSONS WITH OPIOID USE DISORDERS; AND SCHOOL-BASED AND HOME-BASED COUNSELING FOR YOUTH AND THEIR FAMILIES. SINCE THE CREATION OF BILH IN MARCH 2019, BILH HAS INVESTED SIGNIFICANTLY IN IMPROVING ACCESS TO BEHAVIORAL HEALTH CARE THROUGH A SYSTEM-WIDE APPROACH TO CARE DELIVERY. FIRST, IT HAS MADE A MULTI-YEAR COMMITMENT TO PROVIDE BEHAVIORAL HEALTH SUPPORT TO ITS EMPLOYED PRIMARY CARE PRACTICES USING AN EVIDENCE-BASED APPROACH KNOWN AS THE IMPACT MODEL. BY THE END OF FY 2021, BILH HAD IMPLEMENTED THE IMPACT MODEL IN 67% OF ITS EMPLOYED PRIMARY CARE PRACTICES AS PART OF ITS COLLABORATIVE CARE PROGRAM IMPLEMENTATION. IN 2021, BILHBS EXPANDED ITS PRIMARY CARE BEHAVIORAL HEALTH INTEGRATION (PCBHI) SERVICES BY INCORPORATING A DSRIP PILOT PROJECT AIMED AT INTERPROFESSIONAL PSYCHIATRIC CONSULTS. THE PCBHI INTERPROFESSIONAL CONSULTATION INCLUDES AN ASSESSMENT AND MANAGEMENT SERVICE IN WHICH A PATIENT'S PRIMARY CARE PROVIDER (PCP) REQUESTS THE OPINION AND/OR TREATMENT ADVICE OF A PSYCHIATRIC CONSULTANT TO ASSIST IN THE DIAGNOSIS AND/OR MANAGEMENT OF THE PATIENT'S BEHAVIORAL HEALTH CONDITION WITHOUT THE NEED FOR THE PATIENT'S FACE-TO-FACE CONTACT WITH THE CONSULTANT. INTERPROFESSIONAL CONSULTATION ENABLES A COMPREHENSIVE ASSESSMENT, ENHANCES PATIENT CARE, REDUCES MISDIAGNOSIS, AND SUPPORTS THE INTEGRATION OF DISCIPLINES IN THE DELIVERY OF CARE. THE PCBHI INTERPROFESSIONAL PSYCHIATRIC CONSULTANTS PROVIDE PCPS WITH ANOTHER AVENUE FOR INTEGRATED CARE. THE IMPLEMENTATION OF PCBHI INTERPROFESSIONAL SERVICES WILL BE OFFERED IN PRACTICES WHERE COLLABORATIVE CARE IS NOT CURRENTLY AVAILABLE. ADDITIONALLY, IN 2021, BILHBS CONTINUED TO OVERSEE THE BILH-WIDE CENTRALIZED BEHAVIORAL HEALTH (BH) BED MANAGEMENT, WHICH SUPPORTS INPATIENT BEHAVIORAL HEALTH BED CAPACITY AND IMPROVING ACCESS TO THESE BEDS, WITH THE PARALLEL GOAL OF REDUCING BOARDING BY BEHAVIORAL HEALTH PATIENTS IN THE EMERGENCY DEPARTMENTS ("EDS"). AS PART OF THE CENTRALIZED BH BED MANAGEMENT, BILH STAFF ENGAGE IN A DAILY HUDDLE WITH REPRESENTATIVES FROM BILH HOSPITALS' EDS AND BEHAVIORAL HEALTH UNITS TO DISCUSS PATIENTS APPROPRIATE FOR TRANSFER TO THE UNIT. THE DAILY HUDDLES HAVE BECOME A FORUM FOR WHICH PARTICIPANTS DISCUSS BEHAVIORAL HEALTH PATIENT VOLUME AND BED CAPACITY ACROSS THE SYSTEM, AS WELL AS DISCHARGE PLANNING AND PLACEMENT OPPORTUNITIES FOR DIFFICULT-TO-PLACE PATIENTS. SEPARATELY, IN MARCH 2021, BILHBS LAUNCHED ITS CENTRALIZED BED FINDING TEAM. THIS TEAM IS PART OF OUR CENTRAL CALL CENTER, WHICH CENTRALIZES CALLS TO BILHBS' THREE EMERGENCY SERVICE PROGRAM (ESP) CATCHMENT AREAS REDUCING REDUNDANCIES ACROSS THE AGENCY AND STREAMLINING ALL CALLS TO ONE CENTRAL SERVICE. THIS CENTRALIZED BED FINDING TEAM IS RESPONSIBLE FOR CONDUCTING BED SEARCHES FOR PATIENTS SEEN THROUGH THE ESP AND WHO ARE AWAITING AN INPATIENT PSYCHIATRIC PLACEMENT. THIS TEAM DIRECTLY INCREASES THE AVAILABILITY OF CLINICIANS TO CONTINUE TO SEE PATIENTS IN THE ED AND THE COMMUNITY WHO ARE EXPERIENCING A BEHAVIORAL HEALTH AND/OR CO-OCCURRING SUBSTANCE USE DISORDER CRISIS WHILE OTHER TEAM MEMBERS SEARCH FOR AVAILABLE INPATIENT PLACEMENTS. THIS INITIATIVE SUPPORTS DECREASED RESPONSE TIME TO RESPONDING TO NEW PATIENTS IN CRISIS AND REDUCES ED BOARDING TIME FOR PATIENTS WHO CAN BE SAFELY MANAGED IN THE COMMUNITY. BILHBS SERVES APPROXIMATELY 35,000 UNDUPLICATED INDIVIDUALS ANNUALLY, OFFERING A FULL CONTINUUM OF CARE FOR CHILDREN AND ADULTS. SERVICES RANGE FROM INPATIENT TO HOME AND COMMUNITY-BASED SERVICES. BILHBS OPERATES OVER 250 BEDS IN 9 FACILITIES FOR CLIENTS REQUIRING ACUTE PSYCHIATRIC CARE, DETOXIFICATION AND RESIDENTIAL STEP-DOWN SERVICES. DURING THE PERIOD COVERED BY THIS FILING, COMMUNITY-BASED SERVICES INCLUDED MOBILE EMERGENCY SERVICES TEAMS IN THREE CATCHMENT AREAS AND HOME-BASED COUNSELING FOR ADULTS, YOUTH AND THEIR FAMILIES. BILHBS ALSO PROVIDED SERVICES IN 63 MIDDLE AND HIGH SCHOOLS, AS WELL AS 9 POLICE DEPARTMENTS. BILHBS ALSO CONTINUES TO IMPROVE ACCESS THROUGH THE URGENT PSYCHOPHARMACOLOGY SERVICES IN BILH'S LOWELL EMERGENCY SERVICES PROGRAM. THIS CLINIC PROVIDES URGENT ACCESS FOR PATIENTS REQUIRING A CHANGE TO THEIR MEDICATIONS. THIS SERVICE IS OFFERED 20 HOURS PER WEEK AND INCLUDES UNINSURED, MEDICAID, AND MEDICARE POPULATIONS, AS WELL AS ANY PERSON IN NEED OF THE SERVICE REGARDLESS OF THE PAYER SOURCE. BILH'S COMMUNITY CRISIS STABILIZATION ("CCS") UNITS IN LAWRENCE AND SALEM, WHICH TYPICALLY CARE FOR PATIENTS WITH MENTAL HEALTH ISSUES, INCREASED THEIR ABILITY TO TREAT PERSONS WITH CO-OCCURRING SUBSTANCE USE DISORDERS. THE CCS UNITS CONTINUE TO BE ABLE TO INDUCT PATIENTS WITH OPIOID USE DISORDER (OUD) ON BUPRENORPHINE AND ARE ALSO ABLE TO MAINTAIN PATIENTS WHO ARE ALREADY ON ANY OF THE THREE FDA APPROVED MEDICATIONS FOR THE TREATMENT OF OUD. THESE UNITS ARE SEEING AN INCREASE IN THE NUMBER OF PATIENTS WITH METHAMPHETAMINE DISORDERS AND HAVE DEVELOPED A PROTOCOL TO MANAGE WITHDRAWAL SYMPTOMS IN THIS POPULATION.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $1,422,433
Program Service Revenue $0
Investment Income $1,226,496
Other Revenue $-115
TOTAL REVENUE $2,648,814

Expense Breakdown

Grants Paid $729,677
Salaries & Benefits $234,889
Fundraising Expenses $0
Program Expenses $1,024,753
Other Expenses $132,291
TOTAL EXPENSES $1,096,857

Year-over-Year Comparison

2020 2019 Change
Revenue $2,648,814 $2,876,885 -0.1%
Expenses $1,096,857 $1,915,702 -0.4%
Net Income $1,551,957 $961,183 +0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
17
Independent Members
15
Employees
N/A
Volunteers
22

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$607,644
Total Directors
17
$993,368
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GOLDSTEIN MARK TRUSTEE (EX-OFFICIO), PRESIDENT MEMBER 1.00
Director
$0 $95,480 $812,556
WILLIAMSON MARY TRUSTEE, EXEC. DIRECTOR 1.00
Officer Director
$0 $28,995 $180,812
CONNORS KATHY TRUSTEE, SECRETARY 1.00
Officer Director
$0 $0 $0
GANONG JULIE TRUSTEE, VICE CHAIR 1.00
Officer Director
$0 $0 $0
KHATIB MATT TRUSTEE, CHAIR 1.00
Officer Director
$0 $0 $0
ABBOTT MARY ANN TRUSTEE (EX-OFFICIO) 1.00
Director
$0 $0 $0
BAILEY MARK D TRUSTEE 1.00
Director
$0 $0 $0
CANNON PATRICIA TRUSTEE 1.00
Director
$0 $0 $0
CARAS RONNA TRUSTEE 1.00
Director
$0 $0 $0
ELIAS CLAUDE TRUSTEE 1.00
Director
$0 $0 $0
FOULKES KIM TRUSTEE 1.00
Director
$0 $0 $0
KELLY KATHERINE TRUSTEE 1.00
Director
$0 $0 $0
LAFLAMME DAVID TRUSTEE 1.00
Director
$0 $0 $0
PURINTON ELIZABETH TRUSTEE 1.00
Director
$0 $0 $0
SULLIVAN CHRISTOPHER R TRUSTEE 1.00
Director
$0 $0 $0
TARKAN MD JOSHUA TRUSTEE (EX-OFFICIO) 1.00
Director
$0 $0 $0
TWOMBLEY DONNA TRUSTEE; CLINICAL MANAGER 1.00
Director
$0 $0 $0
KILDAY KEVIN TREASURER 1.00
Officer
$0 $63,579 $426,832
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2021 $2,648,814 $1,096,857 No data $1,551,957
2020 $2,876,885 $1,915,702 $25,888,813 $961,183
2019 $3,876,212 $1,793,175 $23,218,782 $2,083,037
2018 $2,604,871 $1,406,477 $22,084,523 $1,198,394
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