Skip to content
Nonprofiteer
← CAROL EMMOTT FOUNDATION

Form 990 for tax year 2025

Filed by CAROL EMMOTT FOUNDATION.

Totals

Total revenue
$1,937,017
Total expenses
$1,840,645
Contributions and grants received
$183,377
Grants paid
$10,000
Program service revenue
$1,676,100
Investment income
$70,738
Other revenue
$6,802
Total assets, end of year
$2,589,813
Total liabilities, end of year
$957,906
Net assets or fund balances, end of year
$1,631,907
Program services expenses (Part IX)
$1,461,810
Management and general expenses
$331,551
Fundraising expenses
$47,284
Program service expenses (Part III)
$1,461,810

Program services were 79.4% 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.

  • 1f · All other contributions, gifts and grants

    $183,377

  • 2a · Program service revenue: Program Service Revenue

    total $1,676,100 · related or exempt $1,676,100

  • 3 · Investment income

    total $70,738 · excluded $70,738

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Other Income

    total $6,802 · related or exempt $6,802

  • 11e · Other revenue, total

    $6,802

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $10,000 · program services $10,000

  • 11a · Fees: management

    total $1,171,725 · program services $916,675 · management and general $225,050 · fundraising $30,000

  • 11b · Fees: legal

    total $202 · management and general $202

  • 11c · Fees: accounting

    total $49,601 · management and general $49,601

  • 11g · Fees: other

    total $72,045 · program services $71,545 · management and general $500

  • 12 · Advertising and promotion

    total $5,260 · management and general $5,260

  • 13 · Office expenses

    total $19,090 · program services $469 · management and general $12,489 · fundraising $6,132

  • 14 · Information technology

    total $46,074 · program services $35,081 · management and general $9,928 · fundraising $1,065

  • 17 · Travel

    total $101,162 · program services $83,705 · management and general $14,739 · fundraising $2,718

  • 19 · Conferences, conventions and meetings

    total $353,170 · program services $336,963 · management and general $9,062 · fundraising $7,145

  • 22 · Depreciation, depletion and amortization

    total $9,682 · program services $7,372 · management and general $2,086 · fundraising $224

  • 23 · Insurance

    total $2,634 · management and general $2,634

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,126,835 · end of year $1,063,800

  • 2 · Savings and temporary cash investments

    beginning of year $1,293,316 · end of year $1,358,544

  • 4 · Accounts receivable

    beginning of year $53,347 · end of year $11,944

  • 9 · Prepaid expenses and deferred charges

    beginning of year $85,413 · end of year $117,808

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

    $67,772

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

    $30,055

  • 10c · Land, buildings and equipment, net

    beginning of year $47,398 · end of year $37,717

  • 17 · Accounts payable and accrued expenses

    beginning of year $95,530 · end of year $88,056

  • 19 · Deferred revenue

    beginning of year $980,950 · end of year $869,850

  • 27 · Net assets without donor restrictions

    beginning of year $1,360,930 · end of year $1,506,431

  • 28 · Net assets with donor restrictions

    beginning of year $168,899 · end of year $125,476

Mission and programs · 2025

Mission

Building an enduring network of brilliant, forward-thinking healthcare leaders and organizations committed to just and high-performing workplaces in the communities they serve.

  • The Fellowship program supported a cohort of 24 fellows (CEF9), including 2 Foundation-sponsored fellows for the 14-month program period (Jan 1, 2025-Feb 28, 2026). Fellows met in person for quarterly Fellowship convergences in addition to attending monthly webinars led by experts in the field. The Collaborative, a shared learning community of large health systems across the nation focused on creating fairness in the healthcare workplace, ended the year with 17 organization members. Members met virtually for 2 meetings and in person for 2 meetings during the 12-month calendar year program to share metrics and best practices particularly focused on the changing workforce and wide generational pool, designing the workplace around fair practices, and updating the Gold Standard HR Policies toolkit. The Fellowship Network held its 2025 annual meeting and provided CEUs for participants. Additionally, the Network held webinars for Network members ranging from personal branding to boosting ones resume. Both fellows and Collaborative members were selected to present at the 2025 annual Christine Malcolm Symposium on the theme of Reimagine, Redesign, Reignite.

    Expenses $1,461,810 · Grants $10,000 · Revenue $1,676,100

As filed on the 2025 return.

Listed in Part VII

  • Anne McCune PCC

    CEO

    Total calculated
    $344,613
    From this org
    $344,613
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us · ignoring case and punctuation

    Base
    $344,613
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $344,613

  • Felisa Schneider

    COO

    Total calculated
    $212,944
    From this org
    $212,944
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us · ignoring case and punctuation

    Base
    $212,944
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $212,944

  • Gayle Capozzalo FACHE

    Collaborative Executive Director

    Total calculated
    $159,928
    From this org
    $159,928
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us · ignoring case and punctuation

    Base
    $159,928
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $159,928

  • Barbara Anderman MA

    Leadership Council Chair

    Total calculated
    $57,703
    From this org
    $57,703
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • David Blumenthal MD MPP

    Chair & ExecFinance Committee Chai

    Total calculated
    $0
    Hours/week
    2

  • Odette Bolano BSN MHA

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Parker Emmott MBA

    Audit Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Sue Turney MD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dave Anderson MBA PhD

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Marissa Kiefer MHSA

    Network Governance Committee Chair

    Total calculated
    $0
    Hours/week
    1

  • Jaewon Ryu MD

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Pamela Sutton-Wallace MPH

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Kulleni Gebreyes

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Teri Lux

    TEC Governing Council Chair

    Total calculated
    $0
    Hours/week
    1

  • Sherri Crowley MS

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Afia Asamoah JD MPP AB

    Board Member

    Total calculated
    $0
    Hours/week
    1

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

None.

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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
21 August 2026
IRS schema version
2025v4.2
Source object
202622339349300952

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.