JEFFERSON REGIONAL FOUNDATION (EIN 562420913) - Form 990 Financial Analysis & Trantor Score

🔒

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

2033

Legal Domicile

Principal Officer

DR TRISHA GADSON

Phone

4122676771

Tax Period

2024-07-01 to 2025-06-30

JEFFERSON REGIONAL FOUNDATION, founded in 2033, is a community nonprofit in the Health Care sector that reported $8.4M in total revenue in fiscal year 2024. Revenue surged 110% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.5M, a strong 42% operating margin.

Mission

IMPROVE THE HEALTH & WELL-BEING OF THE COMMUNITY OF JEFFERSON HOSPITAL THROUGH GRANTMAKING, EDUCATION, & OUTREACH.

🔒

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 $8,369,762

Other Revenue $24,750

TOTAL REVENUE $8,394,512

Expense Breakdown

Grants Paid $3,443,271

Salaries & Benefits $748,556

Fundraising Expenses $0

Program Expenses $4,359,783

Other Expenses $703,041

TOTAL EXPENSES $4,894,868

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,394,512	$3,988,877	+1.1%
Expenses	$4,894,868	$4,875,670	+0.0%
Net Income	$3,499,644	$-886,793	-4.9%

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

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

$212,412

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR RICHARD F COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
DR JAMES DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
DR MARK P GANNON	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL A ONORATO	DIRECTOR	1.00	Director	$0	$0	$0
FRANCES SMITH-ROHRICH	DIRECTOR	1.00	Director	$0	$0	$0
AARON B BILLGER	DIRECTOR	1.00	Director	$0	$0	$0
DR TIFFANY EVANS	DIRECTOR	1.00	Director	$0	$0	$0
HELEN FALLON	DIRECTOR	1.00	Director	$0	$0	$0
CAITLIN GREEN	DIRECTOR	1.00	Director	$0	$0	$0
KENYA BOSWELL	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY A HARBAUGH	DIRECTOR	1.00	Director	$0	$0	$0
ERIN ICKES	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KAVANAUGH	DIRECTOR	1.00	Director	$0	$0	$0
DR MANZOOR MOHIDEEN	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD W TALARICO	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
GARY L EVANS	VICE BOARD CHAIR	2.00	Officer Director	$0	$0	$0
VIRGINIA WEIDA	TREASURER	2.00	Officer Director	$0	$0	$0
CHARLENE NEWKIRK	DIRECTOR	1.00	Director	$0	$0	$0
BROOKE KISSLER	DIRECTOR	1.00	Director	$0	$0	$0
BERNARD MACK	DIRECTOR	1.00	Director	$0	$0	$0
TRISHA GADSON	CHIEF EXECUTIVE OFFICER	40.00	Officer	$187,318	$25,094	$212,412
KELLIE BOLAND	DIRECTOR GRANTMAKING/STRAT	40.00	Highest	$115,701	$34,699	$150,400

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	$8,394,512	$4,894,868	$132,667,914	$3,499,644
2024	$3,988,877	$4,875,670	$124,276,428	$-886,793
2023	$4,200,971	$3,940,147	$113,953,732	$260,824
2022	$8,684,501	$3,970,339	$105,621,222	$4,714,162
2021	$8,243,983	$4,133,103	$125,500,456	$4,110,880
2020	$6,289,272	$3,869,325	$101,736,763	$2,419,947
2019	$6,410,822	$3,101,203	$101,615,699	$3,309,619
2018	$4,683,729	$4,087,497	$98,795,344	$596,232

JEFFERSON REGIONAL FOUNDATION