Anna T Jeanes Foundation

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

Martin Ogletree

Phone

2157078579

Tax Period

2024-07-01 to 2025-06-30

Anna T Jeanes Foundation, founded in 1982, is a small nonprofit in the Health Care sector that reported $142K in total revenue in fiscal year 2024. The organization ran a surplus of $25K, a strong 17% operating margin.

Mission

In keeping with the legacy and informed by the Quaker values of Jeanes Hospital's founder and benefactor, Anna T Jeanes, the ATJF supports Temple University Hospital - Jeanes Campus and its surrounding community with grants that address social determinants of health, enhance wellness, and promote compassionate care. ATJF independently monitors Temple University Health System's compliance with Anna T Jeanes' will, sustaining a culture that reflects Quaker beliefs, affirming the spirit in each person that creates a common bond among us all.

Program Service Accomplishments

Program 1

Expenses: $100,330

Anna T. Jeanes Foundation funded TUH-Jeanes Campus's community grants for support of not-for-profit agencies addressing social determinants of health in the area around the TUH-Jeanes campus. Anna T. Jeanes Foundation sponsored TUH-Jeanes Campus's Community Classroom Outreach Program with funds for advertising and promotion, printing and design, refreshments, incentives for participants, and other costs. Anna T. Jeanes Foundation made scholarship money available to current TUH-Jeanes Campus employees who wish to pursue advanced nursing or allied health education. The grants are given by the Anna T. Jeanes Foundation to TUH-Jeanes Campus who then send the funds to the Universities or Colleges on behalf of the recipients, once the employees present proof of attendance and invoices to TUH-Jeanes Campus. These grants are made in celebration of Nurse's Day and Hospital Week.

Program 2

Expenses: $10,000

Anna T. Jeanes Foundation donated to TUH-Jeanes Campus for their annual gala.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $142,497

Other Revenue $0

TOTAL REVENUE $142,497

Expense Breakdown

Grants Paid $110,330

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,330

Other Expenses $7,524

TOTAL EXPENSES $117,854

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,497	$144,819	0.0%
Expenses	$117,854	$163,031	-0.3%
Net Income	$24,643	$-18,212	-2.4%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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
Martin Ogletree	Chair	1.00	Officer Director	$0	$0	$0
James Fitzgerald	Vice Chair (until 08/2024)	1.00	Officer Director	$0	$0	$0
Joseph Evans Jr	Treasurer	1.00	Officer Director	$0	$0	$0
Eleanor Reinhardt	Secretary	1.00	Officer Director	$0	$0	$0
Claire Kinnel	Director	1.00	Director	$0	$0	$0
Kay Sackett	Director	1.00	Director	$0	$0	$0
Richard Reif	Director	1.00	Director	$0	$0	$0
Fran Pollock	Director	1.00	Director	$0	$0	$0
Mark Myers	Director	1.00	Director	$0	$0	$0
Charles Lockyer Jr	Director (until 12/2024)	1.00	Director	$0	$0	$0
Dr Joel Weissman	Director	1.00	Director	$0	$0	$0
Gabriel Ehri	Director	1.00	Director	$0	$0	$0
James Klaver	Director	1.00	Director	$0	$0	$0
Justin Eppley	Director	1.00	Director	$0	$0	$0
Eston S Griffin III	Director	1.00	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	$142,497	$117,854	$3,963,116	$24,643
2024	$144,819	$163,031	$3,705,670	$-18,212
2023	$138,849	$99,912	$3,474,302	$38,937
2022	$127,079	$134,316	$3,241,224	$-7,237
2021	$119,664	$108,999	$3,895,222	$10,665
2020	$118,067	$193,395	$3,118,150	$-75,328