THE JEFFERSON CARY FOUNDATION (EIN 222559980) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1993

Legal Domicile

Principal Officer

CHELSEY ANDERSON

Phone

2074934849

Tax Period

2025-01-01 to 2025-12-31

THE JEFFERSON CARY FOUNDATION, founded in 1993, is a small nonprofit that reported $184K in total revenue in fiscal year 2025. Expenses of $251K exceeded revenue, resulting in a 37% operating deficit.

Mission

THE PRIMARY PURPOSE OF THE JEFFERSON CARY FOUNDATION IS TO SUPPORT AND ENHANCE THE PROGRAMS AND SERVICES AT CARY MEDICAL CENTER AND IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $118,665

Program Service Revenue $0

Investment Income $64,938

Other Revenue $0

TOTAL REVENUE $183,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $210,232

Other Expenses $250,717

TOTAL EXPENSES $250,717

Year-over-Year Comparison

	2025	2024	Change
Revenue	$183,603	$187,256	0.0%
Expenses	$250,717	$149,212	+0.7%
Net Income	$-67,114	$38,044	-2.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG STAPLES	PRESIDENT	N/A	Officer	$0	$0	$0
JENNIFER QUINLAN	TREASURER	N/A	Officer	$0	$0	$0
JOEY BARD	DIRECTOR	N/A	Director	$0	$0	$0
MARY ANN CHASSE	DIRECTOR	N/A	Director	$0	$0	$0
NICKOLAS DOBSON	DIRECTOR	N/A	Director	$0	$0	$0
KRIS DOODY	DIRECTOR	N/A	Director	$0	$0	$0
JOHN HEBERT	DIRECTOR	N/A	Director	$0	$0	$0
PAMELA SCHEPPELE	DIRECTOR	N/A	Director	$0	$0	$0
DR CRAIG SMALL	DIRECTOR	N/A	Director	$0	$0	$0
TIM GOFF	DIRECTOR	N/A	Director	$0	$0	$0

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
2025	$183,603	$250,717	$1,334,874	$-67,114
2024	$187,256	$149,212	$1,281,705	$38,044
2023	$167,966	$147,333	$1,147,786	$20,633
2022	$163,271	$112,419	$1,046,216	$50,852
2021	$183,854	$200,958	$1,114,333	$-17,104
2020	$82,560	$134,986	$1,043,863	$-52,426

THE JEFFERSON CARY FOUNDATION