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← JEFFERSON REGIONAL FOUNDATION

Form 990 for tax year 2022

Filed by JEFFERSON REGIONAL FOUNDATION.

Totals

Total revenue
$4,200,971
Total expenses
$3,940,147
Contributions and grants received
$0
Grants paid
$2,630,250
Program service revenue
$0
Investment income
$4,200,971
Other revenue
$0
Total assets, end of year
$113,953,732
Total liabilities, end of year
$1,304,563
Net assets or fund balances, end of year
$112,649,169
Program services expenses (Part IX)
$3,444,644
Management and general expenses
$495,503
Fundraising expenses
$0
Program service expenses (Part III)
$3,444,644

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $2,073,385 · excluded $2,073,385

  • 7a · Gross sales of assets other than inventory

    securities $24,543,425

  • 7b · Less cost or other basis and sales expenses

    securities $22,415,839

  • 7c · Gain or loss

    securities $2,127,586

  • 7d · Net gain or loss

    total $2,127,586 · excluded $2,127,586

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,630,250 · program services $2,630,250

  • 5 · Compensation of officers, directors and key employees

    total $151,183 · program services $98,094 · management and general $53,089

  • 7 · Other salaries and wages

    total $348,355 · program services $285,177 · management and general $63,178

  • 8 · Pension plan contributions

    total $13,580 · program services $11,042 · management and general $2,538

  • 9 · Other employee benefits

    total $69,226 · program services $54,906 · management and general $14,320

  • 10 · Payroll taxes

    total $36,838 · program services $28,417 · management and general $8,421

  • 11b · Fees: legal

    total $19,015 · program services $10,458 · management and general $8,557

  • 11c · Fees: accounting

    total $28,946 · program services $15,920 · management and general $13,026

  • 11f · Fees: investment management

    total $217,200 · management and general $217,200

  • 11g · Fees: other

    total $73,434 · program services $40,389 · management and general $33,045

  • 13 · Office expenses

    total $43,385 · program services $32,973 · management and general $10,412

  • 14 · Information technology

    total $47,276 · program services $37,821 · management and general $9,455

  • 16 · Occupancy

    total $99,414 · program services $75,555 · management and general $23,859

  • 17 · Travel

    total $374 · program services $299 · management and general $75

  • 19 · Conferences, conventions and meetings

    total $25,949 · program services $19,721 · management and general $6,228

  • 22 · Depreciation, depletion and amortization

    total $21,096 · management and general $21,096

  • 23 · Insurance

    total $9,959 · program services $7,569 · management and general $2,390

  • 24a · Other expenses: PROGRAM INITIATIVES

    total $71,072 · program services $71,072

  • 24b · Other expenses: STAFF & BOARD DEVELOPME

    total $13,190 · program services $10,025 · management and general $3,165

  • 24c · Other expenses: DUES & MEMBERSHIPS

    total $12,691 · program services $9,645 · management and general $3,046

  • 24d · Other expenses: REPAIRS & MAINTENANCE

    total $5,576 · program services $4,238 · management and general $1,338

  • 24e · All other expenses

    total $2,138 · program services $1,073 · management and general $1,065

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $300,266 · end of year $614,099

  • 9 · Prepaid expenses and deferred charges

    beginning of year $60,759 · end of year $32,772

  • 10a · Land, buildings and equipment: cost or other basis

    $222,005

  • 10b · Land, buildings and equipment: accumulated depreciation

    $102,639

  • 10c · Land, buildings and equipment, net

    beginning of year $65,985 · end of year $119,366

  • 11 · Investments: publicly traded securities

    beginning of year $99,734,597 · end of year $107,116,794

  • 12 · Investments: other securities

    beginning of year $5,451,330 · end of year $5,273,180

  • 15 · Other assets

    beginning of year $8,285 · end of year $797,521

  • 17 · Accounts payable and accrued expenses

    beginning of year $85,715 · end of year $56,327

  • 18 · Grants payable

    beginning of year $799,000 · end of year $459,000

  • 25 · Other liabilities

    beginning of year $0 · end of year $789,236

  • 27 · Net assets without donor restrictions

    beginning of year $104,736,507 · end of year $112,649,169

Mission and programs · 2022

Mission

THE MISSION OF THE JEFFERSON REGIONAL FOUNDATION IS TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITY OF JEFFERSON HOSPITAL THROUGH GRANTMAKING, EDUCATION AND OUTREACH. CONTINUED ON SCHEDULE O.

Activities or mission (Part I)

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

  • IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO IMPROVE HEALTH AND WELLNESS, THE FOUNDATION MADE THE FOLLOWING GRANTS: - THE MON VALLEY INITIATIVE, OPERATING SUPPORT TO ADDRESS SOCIAL DETERMINANTS OF HEALTH:PROVIDE GENERAL OPERATIONAL SUPPORT TO STRENGTHEN MVI'S ABILITY TO OFFER HEALTHY OPPORTUNITIES AND ADDRESS THE SOCIAL DETERMINANTS OF HEALTH FOR MON VALLEY RESIDENTS WHICH INCLUDE SERVICES RELATED TO HOUSING, EDUCATION, FINANCIAL LITERACY, AND WORKFORCE DEVELOPMENT. ($175,000)CONTINUED ON SCHEDULE O.- SOUTHWESTERN PA PARTNERSHIP FOR AGING, AGE FRIENDLY GREATER PITTSBURGH:IMPROVE HEALTH AND WELL-BEING FOR JEFFERSON OLDER ADULTS BY INCREASING ACCESS TO RESOURCES IN NEIGHBORHOODS, STRENGTHENING INTERGENERATIONAL CONNECTIONS TO REDUCE ISOLATION AND LONELINESS, AND CHAMPIONING NEW IDEAS THROUGH A COLLABORATIVE EFFORT. ($125,000)- WOMEN FOR A HEALTHY ENVIRONMENT, STRENGTHENING AND SUSTAINING HEALTHY SPACES:INCREASE AWARENESS OF ENVIRONMENTAL HEALTH FACTORS FOR EMPLOYEES AND FAMILIES IN 20 EARLY CHILDCARE CENTERS AND CONDUCT 40 HOME ASSESSMENTS FOR JEFFERSON RESIDENTS/FAMILIES BY PROVIDING TECHNICAL ASSISTANCE ON AN ECO-HEALTHY CHECKLIST AND OFFERING LOW-COST, SUSTAINABLE SOLUTIONS THAT WILL IMPROVE HEALTH OUTCOMES FOR JEFFERSON FAMILIES/CHILDREN. ($125,000)- BOROUGH OF BALDWIN (BOROUGH OF BALDWIN POLICE DEPARTMENT), INCREASED RESPONSE TO SUDDEN CARDIAC ARRESTINCREASE THE OPPORTUNITY TO SAVE JEFFERSON RESIDENTS LIVES FROM SUDDEN CARDIAC ARREST THROUGH THE PURCHASE OF 44 AUTOMATED EXTERNAL DEFIBRILLATORS (AED) TO BE INSTALLED IN POLICE PATROL VEHICLES SERVING BALDWIN BOROUGH, PLEASANT HILLS BOROUGH, AND WEST MIFFLIN BOROUGH. ($100,000)- MCKEES POINT DEVELOPMENT GROUP, ADDRESSING COMMUNITY VIOLENCE:DECREASE COMMUNITY VIOLENCE IN MCKEESPORT BY SUPPORTING CONVENINGS AND COMMUNITY BUILDING EVENTS TO ENGAGE RESIDENTS IN ANTI-VIOLENCE EDUCATIONAL PROGRAMMING, FACILITATED COMMUNITY IMPROVEMENT DISCUSSIONS AND COMMUNITY-LED YOUTH PROGRAMMING. ($75,000)- THE BLESSING BOARD, SOUTH SHOWROOM: WEST MIFFLIN LOCATION:INCREASE THE QUALITY OF LIFE AND OVERALL HEALTH AND WELLNESS FOR FAMILIES AND INDIVIDUALS EXPERIENCING LOW-INCOME STATUS LIVING IN THE JEFFERSON REGIONAL SERVICE AREA BY SUPPORTING THE OPERATIONS AND SUSTAINABILITY OF A FURNITURE/DURABLE MEDICAL EQUIPMENT BANK IN WEST MIFFLIN. ($75,000)- DUQUESNE UNIVERSITY, BRIDGES TO HEALTH FOR THE MON VALLEY:INCREASE OVERALL HEALTH AND WELLNESS FOR MON VALLEY RESIDENTS BY WORKING TO ADDRESS HEALTH DISPARITIES AND COMMUNITY-IDENTIFIED HEALTH PRIORITIES, WITH A FOCUS ON ASTHMA, CARDIOVASCULAR DISEASE, DIABETES, MENTAL HEALTH, AND SOCIAL DETERMINANTS OF HEALTH. ($60,000)- FOOTBRIDGE FOR FAMILIES, INC., RAPID RESPONSE FUNDING TO SUPPORT JEFFERSON FAMILIES:ASSIST 15-30 JEFFERSON RESIDENTS DURING TIMES OF SHORT-TERM FINANCIAL CRISIS AND PROVIDE CONNECTIONS TO ADDITIONAL SUPPORTS THROUGH AN INNOVATIVE TECHNOLOGY PLATFORM WHICH FACILITATES RAPID FINANCIAL RESPONSE TO VENDORS. ($60,000)- VENTURE OUTDOORS, OUTDOORS FOR ALL:CONTINUE TO ENGAGE JEFFERSON YOUTH, MENTORS, AND VOLUNTEERS IN OUTDOOR ACTIVITY THROUGH TARGETED PROGRAMMING PROMOTING HEALTH AND WELLNESS AND OFFER TEENS A MENTORSHIP/INTERNSHIP PROGRAM TO EXPLORE OUTDOOR CAREERS. ($50,000)- ALLEGHENY HEALTH NETWORK, CHILL PROJECT IN CLAIRTON: COMMUNITY-BASED YOUTH BEHAVIORAL HEALTH:IMPROVE LONG-TERM AND SUSTAINABLE BEHAVIORAL HEALTH OUTCOMES OF CLAIRTON SCHOOL DISTRICT STUDENTS AND EDUCATORS BY SUPPORTING THE THIRD YEAR OF A COLLABORATIVE MODEL/PILOT WITH AHN AND AWAKEN PITTSBURGH. ($45,000)- PA CLEANWAYS OF ALLEGHENY COUNTY, INC. D.B.A ALLEGHENY CLEANWAYS, ELIMINATING ILLEGAL TRASH DUMPING TO INCREASE PUBLIC HEALTH:ENGAGE AND EMPOWER RESIDENTS OF MCKEESPORT TO ELIMINATE ILLEGAL DUMPING BY PARTICIPATING IN COMMUNITY CLEANING OF ILLEGAL DUMPSITES AND ASSESS ILLEGAL DUMPING FOR CLAIRTON, WEST MIFFLIN, AND ELIZABETH TOWNSHIP, AND FORWARD TOWNSHIP. ($30,000)- AMERICAN NATIONAL RED CROSS, HOME FIRE RELIEF:INCREASE HEALTH, WELL-BEING, AND HOME SAFETY BY PROVIDING DIRECT ASSISTANCE, FIRE SAFETY AND PREPAREDNESS EDUCATION, AND SMOKE ALARMS TO JEFFERSON INDIVIDUALS/FAMILIES TO REDUCE INJURY AND DEATH FROM FIRES THROUGH PARTNERSHIPS WITH LOCAL FIRE DEPARTMENTS. ($25,000)- ANSAR OF PITTSBURGH, MENTAL HEALTH AND WELLNESS INITIATIVE:SUPPORT THE MENTAL HEALTH AND WELLNESS OF REFUGEES LIVING IN DUQUESNE THROUGH INCREASED ACCESS TO RESOURCES TO FOSTER GOOD MENTAL HEALTH PRACTICES AND SELF-EXPRESSION. ($25,000)

    Expenses $970,000 · Grants $970,000

  • IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO INCREASE CHILD AND FAMILY OUTCOMES, THE FOUNDATION MADE THE FOLLOWING GRANTS:- MELTING POT MINISTRIES, YOUTH AND FAMILY SUPPORT:SUPPORT POSITIVE DEVELOPMENT FOR YOUTH AND THEIR CAREGIVERS IN SOUTH PARK, BALDWIN-WHITEHALL, AND BETHEL PARK BY PROVIDING AFTERSCHOOL AND SUMMER PROGRAMMING FOCUSED ON EDUCATIONAL, SOCIAL-EMOTIONAL, AND CULTURAL LIFE CHALLENGES. ($150,000)CONTINUED ON SCHEDULE O.- DRAGON'S DEN, OUT-OF-SCHOOL TIME YOUTH PROGRAMMING:BUILD SELF-CONFIDENCE, TRUST, AND SOCIABILITY OF JEFFERSON SCHOOL-AGE YOUTH AND DEVELOP DEEPER COMMUNITY ENGAGEMENT IN HOMESTEAD BY OFFERING AFTER SCHOOL PROGRAMS, SUMMER CAMPS, AND INTRODUCING COMMUNITY WORKSHOPS/EVENTS USING THE CHALLENGE COURSE AND ZIP LINE IN THE HISTORIC ST. MARY MAGDALENE CHURCH. ($120,000)- UNITED WAY OF SOUTHWESTERN PENNSYLVANIA,WELCOME BACK SUMMER 2023:PROVIDE IN-PERSON SUMMER PROGRAMMING WITH HANDS-ON AND SOCIAL AND EMOTIONAL LEARNING OPPORTUNITIES FOR YOUTH IN KINDERGARTEN THROUGH HIGH SCHOOL BY MANAGING AND IMPLEMENTING A COLLABORATIVE FUNDING MODEL. ($85,000)- STOREHOUSE FOR TEACHERS D.B.A THE EDUCATION PARTNERSHIP, PROVIDING ESSENTIAL SCHOOL SUPPLIES TO PROMOTE LEARNING:IMPROVE THE LONG-TERM OVERALL HEALTH AND WELL-BEING AND EDUCATIONAL OUTCOMES OF STUDENTS ATTENDING CLAIRTON MIDDLE/HIGH SCHOOL, DUQUESNE ELEMENTARY SCHOOL, FOUNDERS' HALL MIDDLE SCHOOL (MCKEESPORT), AND TWIN RIVERS ELEMENTARY SCHOOL (MCKEESPORT) BY PROVIDING EACH STUDENT WITH INDIVIDUAL SCHOOL SUPPLIES AND PROVIDING TEACHERS ACCESS TO THE TEACHER RESOURCE CENTER FOR SUPPLIES AND EQUIPMENT. ($70,000)- BEVERLY'S BIRTHDAYS, CHAMPIONING SOCIAL/EMOTIONAL YOUTH DEVELOPMENT:PROVIDE SUPPORT AND OPPORTUNITY TO JEFFERSON WOMEN AND PARENTS/CAREGIVERS EXPERIENCING FINANCIAL HARDSHIP DURING PREGNANCY AND THROUGH THE EARLY YEARS OF A CHILD'S LIFE BY OFFERING GROUP BIRTHDAY PARTIES, COMMUNITY BABY SHOWERS, PROVIDING TANGIBLE ITEMS OF SUPPORT (BABY/BIRTHDAY SUPPLIES AND CLOTHING), AND PROVIDING ACCESS TO THE NEWLY FORMED GREATER PITTSBURGH INFANT FORMULA BANK. ($50,000)- YOUNG PEOPLE IN RECOVERY, BUILDING SAFE RECOVERY NETWORKS FOR YOUNG PEOPLE:IMPROVE ACCESS TO A PEER-RECOVERY NETWORK, TREATMENT, EDUCATION, HOUSING, AND EMPLOYMENT FOR JEFFERSON YOUNG PEOPLE IN SUBSTANCE ABUSE RECOVERY THROUGH LAUNCHING A PEER-LED CHAPTER TO CONDUCT PRO-SOCIAL ACTIVITIES, ALL-RECOVERY MEETINGS, AND LIFE SKILL WORKSHOPS IN THE JEFFERSON AREA. ($42,000)- CITIZEN SCIENCE LAB, STEM PROGRAMMING FOR JEFFERSON YOUNG PEOPLE: INCREASE THE NUMBER OF STUDENTS OF COLOR INTERESTED IN SCIENCE, TECHNOLOGY ENGINEERING AND MATH (STEM) BY PROVIDING 10 INTERACTIVE STEM WORKSHOPS FOR 100 YOUNG PEOPLE PARTICIPATING IN OUT-OF-SCHOOL TIME PROGRAMS AT DRAGON'S DEN, SHIM, AND YOUTHPLACES. ($34,000)

    Expenses $551,000 · Grants $551,000

  • IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO STRENGTHEN THE WORKFORCE, THE FOUNDATION MADE GRANTS TOTALING $175,000 AS FOLLOWS:- THE MON VALLEY INITIATIVE,WORKFORCE DEVELOPMENT AND FINANCIAL COACHING:ASSIST UNEMPLOYED AND UNDER-EMPLOYED JEFFERSON RESIDENTS IN ACHIEVING THEIR GOALS OF FINANCIAL SELF- SUFFICIENCY THROUGH OFFERING A COMPREHENSIVE WORKFORCE DEVELOPMENT PROGRAM. CONTINUED ON SCHEDULE O.IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO INCREASE CIVIC ENGAGEMENT, THE FOUNDATION MADE $150,000 IN GRANTS AS FOLLOWS:- BLACK WOMEN'S POLICY CENTER, INC., BUILDING CIVIC ENGAGEMENT POWER FOR BLACK WOMEN:IMPROVE THE HEALTH AND WELLNESS OF BLACK WOMEN LIVING IN MCKEESPORT, DUQUESNE, CLAIRTON, WEST MIFFLIN AND HOMESTEAD AND SHARE THEIR LIVED EXPERIENCE BY OFFERING SUPPORT AND COACHING THROUGH SYSTEM NAVIGATION, CONNECTION TO RESOURCES, ADVOCACY ON SHAPING PUBLIC POLICY, AND TRAINING AND EDUCATION.IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO STRENGTHEN DIVERSITY, EQUALITY, AND INCLUSION, THE FOUNDATION MADE $70,000 IN GRANTS AS FOLLOWS: - MELANIN MOMMIES PITTSBURGH, H.E.A.L. TOGETHER, MENTAL HEALTH CIRCLE FOR BLACK WOMEN AND MOTHERS: ASSIST 50 BLACK MOTHERS AND WOMEN LIVING IN THE MON VALLEY COMMUNITIES OF MCKEESPORT, DUQUESNE, AND HOMESTEAD WHO HAVE EXPERIENCED THE IMPACTS OF GUN VIOLENCE IN THEIR HEALING JOURNEY BY PROVIDING FREE, ACCESSIBLE, AND STIGMA-FREE THERAPY AND GRIEF COUNSELING. ($40,000)- ANNA MIDDLETON WAITE LEARNING CENTER, PROVIDING DIGITAL EQUITY FOR OLDER ADULTS:PROVIDE OLDER ADULTS THE NECESSARY TOOLS TO ENGAGE IN THE DIGITAL WORLD BY PROVIDING PERSONAL COMPUTERS, WI-FI ACCESS, TECHNICAL SUPPORT, AND TRAINING. ($30,000)

    Expenses $395,000 · Grants $395,000

  • IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO STRENGTHEN THE WORKFORCE, THE FOUNDATION MADE GRANTS TOTALING $175,000 AS FOLLOWS: - THE MON VALLEY INITIATIVE, WORKFORCE DEVELOPMENT AND FINANCIAL COACHING:ASSIST UNEMPLOYED AND UNDER-EMPLOYED JEFFERSON RESIDENTS IN ACHIEVING THEIR GOALS OF FINANCIAL SELF- SUFFICIENCY THROUGH OFFERING A COMPREHENSIVE WORKFORCE DEVELOPMENT PROGRAM. IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO INCREASE CIVIC ENGAGEMENT, THE FOUNDATION MADE $150,000 IN GRANTS AS FOLLOWS: - BLACK WOMEN'S POLICY CENTER, INC., BUILDING CIVIC ENGAGEMENT POWER FOR BLACK WOMEN:IMPROVE THE HEALTH AND WELLNESS OF BLACK WOMEN LIVING IN MCKEESPORT, DUQUESNE, CLAIRTON, WEST MIFFLIN AND HOMESTEAD AND SHARE THEIR LIVED EXPERIENCE BY OFFERING SUPPORT AND COACHING THROUGH SYSTEM NAVIGATION, CONNECTION TO RESOURCES, ADVOCACY ON SHAPING PUBLIC POLICY, AND TRAINING AND EDUCATION.IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO STRENGTHEN DIVERSITY, EQUALITY, AND INCLUSION, THE FOUNDATION MADE $70,000 IN GRANTS AS FOLLOWS: - MELANIN MOMMIES PITTSBURGH, H.E.A.L. TOGETHER, MENTAL HEALTH CIRCLE FOR BLACK WOMEN AND MOTHERS: ASSIST 50 BLACK MOTHERS AND WOMEN LIVING IN THE MON VALLEY COMMUNITIES OF MCKEESPORT, DUQUESNE, AND HOMESTEAD WHO HAVE EXPERIENCED THE IMPACTS OF GUN VIOLENCE IN THEIR HEALING JOURNEY BY PROVIDING FREE, ACCESSIBLE, AND STIGMA-FREE THERAPY AND GRIEF COUNSELING. ($40,000)- ANNA MIDDLETON WAITE LEARNING CENTER, PROVIDING DIGITAL EQUITY FOR OLDER ADULTS:PROVIDE OLDER ADULTS THE NECESSARY TOOLS TO ENGAGE IN THE DIGITAL WORLD BY PROVIDING PERSONAL COMPUTERS, WI-FI ACCESS, TECHNICAL SUPPORT, AND TRAINING. ($30,000)IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO IMPROVE CAPACITY-BUILDING, THE FOUNDATION MADE THE FOLLOWING GRANTS: - FOOTBRIDGE FOR FAMILIES, INC., TECHNOLOGY CAPACITY-BUILDING:PROVIDE OPERATIONAL ASSISTANCE BECAUSE OF ACCELERATED GROWTH OF THIS NONPROFIT DUE TO CONTINUOUS SUPPORT OFFERED TO FAMILIES IN LOW SOCIOECONOMIC COMMUNITIES. OPERATIONAL ASSISTANCE IS NEEDED IN BUILDING THE TECHNOLOGY CAPACITY TO SERVE JEFFERSON RESIDENTS. UPDATING THE TECHNOLOGY PLATFORM WHICH FACILITATES RAPID FINANCIAL RESPONSE TO VENDORS ON BEHALF OF FAMILIES IS CRITICAL TO THE SUPPORT OF FAMILIES. ($65,000)- OPERATION TROOP APPRECIATION, CAPACITY-BUILDING FOR NEW SPACE:PROVIDE CAPACITY-BUILDING SUPPORT FOR COSTS ASSOCIATED WITH A TRANSITION TO A NEW BUILDING TO INCREASE THE HEALTH AND WELL-BEING OF THE VETERAN COMMUNITY LIVING AT OR BELOW THE POVERTY LINE. ($60,000)- VENTURES IN PEOPLE, CAPITAL IMPROVEMENT FOR EARLY LITERACY AND CAPACITY-BUILDING:PROVIDE CAPITAL SUPPORT FOR COSTS ASSOCIATED WITH A NEW ROOF TO ENSURE THE HEALTH AND WELL-BEING OF 30 CHILDREN AND FAMILIES ATTENDING EARLY HEAD START PROGRAMMING AND ENABLE FUTURE COMMUNITY OFFERINGS. ($45,000)- YOUTH OPPORTUNITIES DEVELOPMENT, CAPACITY-BUILDING FOR NEW SPACE:PROVIDE CAPACITY-BUILDING SUPPORT FOR COSTS ASSOCIATED WITH A TRANSITION TO NEW SPACE TO PROVIDE OUT-OF-SCHOOL TIME PROGRAMMING FOR CLAIRTON YOUTH IN PARTNERSHIP WITH CLAIRTON CITY SCHOOL DISTRICT. ($45,000)- FILIPINO AMERICAN ASSOCIATION OF PITTSBURGH, CAPACITY BUILDING FOR EXPANSION OF PROGRAMMING:PROVIDE CAPACITY-BUILDING SUPPORT THROUGH AN ORGANIZATIONAL ASSESSMENT IN PARTNERSHIP WITH A CONSULTANT AND ASSIST THE FAAP IN EXPANDING SERVICES AND INCREASING HEALTH AND WELL-BEING IN THE LOCAL FILIPINO COMMUNITY. ($30,000)- BLACK WOMEN'S POLICY CENTER, INC., SUPPORTING CAPACITY FOR COMMUNITY ENGAGEMENT:SECURE A NEW LOCATION FOR THE BLACK WOMEN'S POLICY CENTER TO CONTINUE ITS COMMUNITY DEVELOPMENT WORK. ($10,000)

    Expenses $255,000 · Grants $255,000

  • NEW STRATEGIC PLAN: AT IT'S DECEMBER 2020 BOARD MEETING, JEFFERSON REGIONAL FOUNDATION ADOPTED A NEW THREE-YEAR STRATEGIC PLAN AFTER A THREE-SESSION REMOTE BOARD RETREAT AND SEVERAL MONTHS OF WORK. THIS PLAN WAS INFORMED BY A THIRD-PARTY STAKEHOLDER SURVEY AND INTERVIEWS, BOARD AND GRANTEE INSIGHTS, AND COMMUNITY DATA GATHERED FROM ONGOING COMMUNITY ENGAGEMENT EFFORTS INCLUDING COMMUNITY CONVERSATIONS, AN ANNUAL FORUM EVENT AND A 100+ MEMBER NETWORK OF NONPROFITS HOSTED BY THE FOUNDATION. THE FOUNDATION CONFIRMED KEEPING ITS MISSION AND OBLIGATIONS TO THE COMMUNITY FRONT AND CENTER.THE FIVE STRATEGIC GOALS INCLUDE:1. INVEST THROUGH GRANT-MAKING AND COMMUNITY ENGAGEMENT STRATEGIES IN SIX NEW PRIORITIES2. CONTINUE TO FOCUS ON THE JEFFERSON HOSPITAL LEGACY SERVICE AREA (COMMUNITIES OUTSIDE OF THE CITY OF PITTSBURGH BUT IN ALLEGHENY COUNTY) 3. PURSUE PARALLEL GOALS OF ADDRESSING COMMUNITY NEEDS WHILE MAINTAINING AN EQUIVALENT LEVEL OF PHILANTHROPIC RESOURCES TO HELP FUTURE GENERATIONS ADDRESS THE NEEDS OF THEIR TIME.4. APPLY A LENS OF DIVERSITY, EQUITY, AND INCLUSION IN EVERY ASPECT OF OUR WORK IN THE COMMUNITY AND ACROSS OUR INTERNAL PRACTICES.5. SUPPORT A CULTURE OF LEARNING AND CONTINUOUS IMPROVEMENT IN OUR GOVERNANCE PRACTICES, INTERNAL SYSTEMS, AND EVALUATION.

    Expenses $1,273,644 · Grants $459,250

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Richard W Talarico

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Gary L Evans

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    2
  • Edward R Marasco

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Virginia Weida

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Dr Richard F Collins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • John J Dempster

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Gregory A Harbaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Aaron B Billger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Mark P Gannon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Daniel A Onorato

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Frances Smith Rohrich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Tiffany Evans

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Helen Fallon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Caitlin Green

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Erin Ickes

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jo Debolt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Dr Manzoor Mohideen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Kenya Boswell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Thomas Kavanaugh

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Trisha Gadson

    CHIEF EXECUTIVE OFFICER (AS OF 9/22)

    Total calculated
    $54,015
    From this org
    $47,106
    From related orgs
    $0
    Other
    $6,909
    Hours/week
    40
  • Mary Phan-Gruber

    CHIEF EXECUTIVE OFFICER (UNTIL 9/22)

    Total calculated
    $165,843
    From this org
    $158,684
    From related orgs
    $0
    Other
    $7,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,684
    Bonus
    $0
    Other
    $0
    Deferred
    $6,034
    Nontaxable benefits
    $1,125
    Filer's total
    $165,843
  • Kellie Boland

    DIRGRANTMAKING & STRATEGY

    Total calculated
    $134,317
    From this org
    $103,224
    From related orgs
    $0
    Other
    $31,093
    Hours/week
    40
  • Charles Modispacher

    FORMER PRESIDENT

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $25,000
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $25,000

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • PROVIDE GENERAL OPERATIONAL SUPPORT TO STRENGTHEN MVIS ABILITY TO OFFER HEALTHY OPPORTUNITIES AND ADDRESS THE SOCIAL DETERMINANTS OF HEALTH FOR MON VALLEY RESIDENTS WHICH INCLUDE SERVICES RELATED TO HOUSING, EDUCATION, FINANCIAL LITERACY, AND WORKFORCE DEVELOPMENT. ASSIST UNEMPLOYED AND UNDER-EMPLOYED JEFFERSON RESIDENTS IN ACHIEVING THEIR GOALS OF FINANCIAL SELF- SUFFICIENCY THROUGH OFFERING A COMPREHENSIVE WORKFORCE DEVELOPMENT PROGRAM.

  • BLACK WOMEN'S POLICY CENTER INC

    $195,000

    IMPROVE THE HEALTH AND WELLNESS OF BLACK WOMEN LIVING IN MCKEESPORT, DUQUESNE, CLAIRTON, WEST MIFFLIN AND HOMESTEAD AND SHARE THEIR LIVED EXPERIENCE BY OFFERING SUPPORT AND COACHING THROUGH SYSTEM NAVIGATION, CONNECTION TO RESOURCES, ADVOCACY ON SHAPING PUBLIC POLICY, AND TRAINING AND EDUCATION. SECURE A NEW LOCATION FOR THE BLACK WOMEN'S POLICY CENTER TO CONTINUE ITS COMMUNITY DEVELOPMENT WORK. HOLD A TOTAL OF NINE CONVENINGS WITH BLACK WOMEN FROM CLAIRTON, MCKEESPORT, AND DUQUESNE THROUGH CREATION OF AN 8-10 WOMEN LEADERSHIP COUNCIL.

  • SUPPORT POSITIVE DEVELOPMENT FOR YOUTH AND THEIR CAREGIVERS IN SOUTH PARK, BALDWIN-WHITEHALL, AND BETHEL PARK BY PROVIDING AFTERSCHOOL AND SUMMER PROGRAMMING FOCUSED ON EDUCATIONAL, SOCIAL-EMOTIONAL, AND CULTURAL LIFE CHALLENGES. HOLD FOUR CONVENINGS AT LOCAL SITES WITH RESIDENTS FROM BALDWIN, WHITEHALL, BETHEL PARK, AND SOUTH PARK WITH MEALS PROVIDED AND AN OPPORTUNITY FOR AUDIENCE MEMBERS TO SET THE AGENDA.

  • ASSIST 15-30 JEFFERSON RESIDENTS DURING TIMES OF SHORT-TERM FINANCIAL CRISIS AND PROVIDE CONNECTIONS TO ADDITIONAL SUPPORTS THROUGH AN INNOVATIVE TECHNOLOGY PLATFORM WHICH FACILITATES RAPID FINANCIAL RESPONSE TO VENDORS. PROVIDE OPERATIONAL ASSISTANCE BECAUSE OF ACCELERATED GROWTH OF THIS NONPROFIT DUE TO CONTINUOUS SUPPORT OFFERED TO FAMILIES IN LOW SOCIOECONOMIC COMMUNITIES. OPERATIONAL ASSISTANCE IS NEEDED IN BUILDING THE TECHNOLOGY CAPACITY TO SERVE JEFFERSON RESIDENTS. UPDATING THE TECHNOLOGY PLATFORM WHICH FACILITATES RAPID FINANCIAL RESPONSE TO VENDORS ON BEHALF OF FAMILIES IS CRITICAL TO THE SUPPORT OF FAMILIES.

  • IMPROVE HEALTH AND WELL-BEING FOR JEFFERSON OLDER ADULTS BY INCREASING ACCESS TO RESOURCES IN NEIGHBORHOODS, STRENGTHENING INTERGENERATIONAL CONNECTIONS TO REDUCE ISOLATION AND LONELINESS, AND CHAMPIONING NEW IDEAS THROUGH A COLLABORATIVE EFFORT.

  • INCREASE AWARENESS OF ENVIRONMENTAL HEALTH FACTORS FOR EMPLOYEES AND FAMILIES IN 20 EARLY CHILDCARE CENTERS AND CONDUCT 40 HOME ASSESSMENTS FOR JEFFERSON RESIDENTS/FAMILIES BY PROVIDING TECHNICAL ASSISTANCE ON AN ECO-HEALTHY CHECKLIST AND OFFERING LOW-COST, SUSTAINABLE SOLUTIONS THAT WILL IMPROVE HEALTH OUTCOMES FOR JEFFERSON FAMILIES/CHILDREN.

  • BUILD SELF-CONFIDENCE, TRUST, AND SOCIABILITY OF JEFFERSON SCHOOL-AGE YOUTH AND DEVELOP DEEPER COMMUNITY ENGAGEMENT IN HOMESTEAD BY OFFERING AFTER SCHOOL PROGRAMS, SUMMER CAMPS, AND INTRODUCING COMMUNITY WORKSHOPS/EVENTS USING THE CHALLENGE COURSE AND ZIP LINE IN THE HISTORIC ST. MARY MAGDALENE CHURCH.

  • BOROUGH OF BALDWIN

    $100,000

    INCREASE THE OPPORTUNITY TO SAVE JEFFERSON RESIDENTS LIVES FROM SUDDEN CARDIAC ARREST THROUGH THE PURCHASE OF 44 AUTOMATED EXTERNAL DEFIBRILLATORS (AED) TO BE INSTALLED IN POLICE PATROL VEHICLES SERVING BALDWIN BOROUGH, PLEASANT HILLS BOROUGH, AND WEST MIFFLIN BOROUGH.

  • PROVIDE IN-PERSON SUMMER PROGRAMMING WITH HANDS-ON AND SOCIAL AND EMOTIONAL LEARNING OPPORTUNITIES FOR YOUTH IN KINDERGARTEN THROUGH HIGH SCHOOL BY MANAGING AND IMPLEMENTING A COLLABORATIVE FUNDING MODEL.

  • DECREASE COMMUNITY VIOLENCE IN MCKEESPORT BY SUPPORTING CONVENINGS AND COMMUNITY BUILDING EVENTS TO ENGAGE RESIDENTS IN ANTI-VIOLENCE EDUCATIONAL PROGRAMMING, FACILITATED COMMUNITY IMPROVEMENT DISCUSSIONS AND COMMUNITY-LED YOUTH PROGRAMMING.

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
20 December 2023
IRS schema version
2022v5.0
Source object
202400169349300425

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.