JEFFERSON HEALTHCARE FOUNDATION (EIN 462991924) - 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

2013

Legal Domicile

Principal Officer

Jeff Swanson

Phone

3603852200

Tax Period

2025-01-01 to 2025-12-31

JEFFERSON HEALTHCARE FOUNDATION, founded in 2013, is a small nonprofit in the Health Care sector that reported $740K in total revenue in fiscal year 2025. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $2.6M exceeded revenue, resulting in a 250% operating deficit.

Mission

To hold in trust and invest in the health of the communities we serve. By enhancing access and excellence of our region's medical services though philanthropy, we improve care in our community.

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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 $703,645

Program Service Revenue $0

Investment Income $36,145

Other Revenue $0

TOTAL REVENUE $739,790

Expense Breakdown

Grants Paid $2,502,000

Salaries & Benefits $0

Fundraising Expenses $17,342

Program Expenses $2,502,000

Other Expenses $89,266

TOTAL EXPENSES $2,591,266

Year-over-Year Comparison

	2025	2024	Change
Revenue	$739,790	$1,168,215	-0.4%
Expenses	$2,591,266	$145,429	+16.8%
Net Income	$-1,851,476	$1,022,786	-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

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
Karen Swanson-Woolf	Board member	1	Officer Director	$0	$0	$0
Patty Rhoden	Board member	4	Officer Director	$0	$0	$0
Hilary Whittington	Board Member	1	Director	$0	$0	$0
Andy Fallat	Board member	1	Director	$0	$0	$0
Bruce McComas	Board member	1	Director	$0	$0	$0
Marie Dressler	Board Member	1	Director	$0	$0	$0
Rick Smith	Board member	1	Director	$0	$0	$0
Marijo Brantner	Board member	1	Officer 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	$739,790	$2,591,266	$533,655	$-1,851,476
2024	$1,168,215	$145,429	$2,385,131	$1,022,786
2023	$283,535	$98,733	$1,362,345	$184,802
2022	$68,653	$43,569	$1,167,543	$25,084
2021	$371,678	$370,748	$1,142,459	$930
2020	$230,577	$182,365	$1,141,704	$48,212

JEFFERSON HEALTHCARE FOUNDATION