Anna T Jeanes Foundation (EIN 232203406) - 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

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

Supports TUH - Jeanes Campus and its surrounding community with grants that enhance wellness and promote compassionate care, reflecting our Quaker values.

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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 (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

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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

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

Anna T Jeanes Foundation