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← JEFFERSON HEALTHCARE FOUNDATION

Form 990 for tax year 2024

Filed by JEFFERSON HEALTHCARE FOUNDATION.

Totals

Total revenue
$1,168,215
Total expenses
$145,429
Contributions and grants received
$1,095,509
Grants paid
$15,895
Program service revenue
$0
Investment income
$72,706
Other revenue
$0
Total assets, end of year
$2,385,131
Total liabilities, end of year
$10,000
Net assets or fund balances, end of year
$2,375,131
Program services expenses (Part IX)
$15,895
Management and general expenses
$102,148
Fundraising expenses
$27,386
Program service expenses (Part III)
$15,895

Program services were 10.9% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $130,000

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $965,509

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $72,706 · related or exempt $72,706 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 8a · Fundraising events: contributions included on line 1c

    $130,000

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,895 · program services $15,895

  • 11a · Fees: management

    total $105,250 · program services $0 · management and general $95,750 · fundraising $9,500

  • 12 · Advertising and promotion

    total $480 · fundraising $480

  • 13 · Office expenses

    total $106 · management and general $106

  • 23 · Insurance

    total $3,256 · management and general $3,256

  • 24a · Other expenses: Expense Categories not specifically listed

    total $20,442 · program services $0 · management and general $3,036 · fundraising $17,406

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $275,956 · end of year $242,609

  • 2 · Savings and temporary cash investments

    beginning of year $562,697 · end of year $2,129,330

  • 4 · Accounts receivable

    beginning of year $12,013 · end of year $13,192

  • 12 · Investments: other securities

    beginning of year $511,679

  • 19 · Deferred revenue

    beginning of year $10,000 · end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $225,484 · end of year $782,978

  • 28 · Net assets with donor restrictions

    beginning of year $1,126,861 · end of year $1,592,153

Mission and programs · 2024

Mission

Jefferson Healthcare Foundation enhances the excellence of our region's medical services through charitable contributions and community involvement, so that more patients can find the care they need right here at home.

Activities or mission (Part I)

To enhance the excellence of our region's medical services though charitable contributions and community involvement.

  • To enhance the excellence of our region's medical services through charitable contributions and community involvement, funds disbursed to Jefferson Healthcare, for projects and programs in Cardiology and Resuscitation, Charity Care, Diagnostic Imaging, Diabetes Education, Employee Wellness and Pandemic Support, Hospice and Palliative Care, Oncology, Population Health, and medical staff services (symposium).

    Expenses $15,895

  • To enhance the excellence of our region's medical services through charitable contributions and community involvement, funds utilized for Healthcare Worker pandemic assistance.

  • To enhance the excellence of our region's medical services through charitable contributions and community involvement, funds utilized for National Hospital Week and Cancer Support Groups.

As filed on the 2024 return.

Listed in Part VII

  • Karen Swanson-Woolf

    Board member

    Total calculated
    $0
    Hours/week
    5

  • Patty Rhoden

    Board member

    Total calculated
    $0
    Hours/week
    5

  • Hilary Whittington

    Board Member

    Total calculated
    $0
    Hours/week
    5

  • Andy Fallat

    Board member

    Total calculated
    $0
    Hours/week
    2

  • Bruce McComas

    Board member

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Marie Dressler

    Board Member

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • Rick Smith

    Board member

    Total calculated
    $0
    Hours/week
    2

  • Marijo Brantner

    Board member

    Total calculated
    $0
    Hours/week
    2

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2025
IRS schema version
2024v5.0
Source object
202521329349303612

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