Civic Intelligence

Anna T Jeanes Foundation

990 • Fiscal year 2014 • EIN 23-2203406

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

7600 Central Avenue19111-2442

(215) 214-4198

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

12th percentile

-23%

Higher net margin than 12% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

48th percentile

$57,504

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 71.5% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

27%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Up

$2,885,203

Up $339,840 (+13%) from 2013

Net Assets

Up

$2,885,203

Up $339,840 (+13%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$80,370

No earlier filing loaded for comparison.

Expenses

Up

$99,247

Up $46,643 (+89%) from 2013

Net Income

-$18,877

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,438,556Liabilities 2011: $0Net Assets 2011: $2,438,5562011Assets 2012: $2,293,807Liabilities 2012: $0Net Assets 2012: $2,293,8072012Assets 2013: $2,545,363Liabilities 2013: $0Net Assets 2013: $2,545,3632013Assets 2014: $2,885,203Liabilities 2014: $0Net Assets 2014: $2,885,2032014Assets 2015: $2,842,156Liabilities 2015: $0Net Assets 2015: $2,842,1562015Assets 2016: $2,736,853Liabilities 2016: $0Net Assets 2016: $2,736,8532016Assets 2017: $2,970,073Liabilities 2017: $0Net Assets 2017: $2,970,0732017Assets 2018: $3,079,227Liabilities 2018: $0Net Assets 2018: $3,079,2272018Assets 2019: $3,221,696Liabilities 2019: $0Net Assets 2019: $3,221,6962019Assets 2020: $3,118,150Liabilities 2020: $0Net Assets 2020: $3,118,1502020Assets 2021: $3,895,222Liabilities 2021: $0Net Assets 2021: $3,895,2222021Assets 2022: $3,241,224Liabilities 2022: $0Net Assets 2022: $3,241,2242022Assets 2023: $3,474,302Liabilities 2023: $0Net Assets 2023: $3,474,3022023Assets 2024: $3,705,670Liabilities 2024: $0Net Assets 2024: $3,705,6702024

Highlighted filing

2014

Assets$2,885,203
Liabilities$0
Net Assets$2,885,203

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $29,670Expenses 2011: $120,629Net Income 2011: -$90,9592011Revenue 2012: $49,493Expenses 2012: $191,539Net Income 2012: -$142,0462012Expenses 2013: $52,6042013Revenue 2014: $80,370Expenses 2014: $99,247Net Income 2014: -$18,8772014Revenue 2015: $98,212Expenses 2015: $142,809Net Income 2015: -$44,5972015Revenue 2016: $273,693Expenses 2016: $75,895Net Income 2016: $197,7982016Revenue 2017: $112,177Expenses 2017: $110,050Net Income 2017: $2,1272017Revenue 2018: $115,847Expenses 2018: $138,314Net Income 2018: -$22,4672018Revenue 2019: $113,022Expenses 2019: $54,643Net Income 2019: $58,3792019Revenue 2020: $118,067Expenses 2020: $193,395Net Income 2020: -$75,3282020Revenue 2021: $119,664Expenses 2021: $108,999Net Income 2021: $10,6652021Revenue 2022: $127,079Expenses 2022: $134,316Net Income 2022: -$7,2372022Revenue 2023: $138,849Expenses 2023: $99,912Net Income 2023: $38,9372023Revenue 2024: $144,819Expenses 2024: $163,031Net Income 2024: -$18,2122024

Highlighted filing

2014

Revenue$80,370
Expenses$99,247
Net Income-$18,877
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$132,506
Mission and Program Overview

Mission

Anna t. Jeanes foundation's mission is to: continue the quaker presence and values at the jeanes campus of temple university hospital and its community; provide for the health and wellness of the geographic community served by jeanes campus of temple university hospital; maintain the fidelity of tuh - jeanes campus's commitment to the community through the monitoring of the affiliation agreement with temple university health system; continue to support tuh - jeanes campus and the health system with which it is affiliated; be an independent entity supporting and sustaining these ideals.

To continue the Quaker Presence and Values in Jeanes Hospital and its community, and to provide for the health and wellness of the geographic community served by Jeanes Hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,308,514$2,609,040▲ $300,526
Cash and Non-Interest-Bearing Accounts$2,135$2,111▼ $24
Total Assets$2,545,363$2,885,203▲ $339,840
Other Assets Total$234,714$274,052▲ $39,338
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,545,363$2,885,203▲ $339,840
Total Net Assets Fund Balance$2,545,363$2,885,203▲ $339,840
Total Liabilities and Net Assets / Fund Balance$2,545,363$2,885,203▲ $339,840

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$274,052--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$234,714-▲ $39,338-$274,052
2012$210,160-▲ $24,554-$234,714
2011$207,629-▲ $2,531-$210,160
2010$172,018-▲ $35,611-$207,629
2009$152,391-▲ $19,627-$172,018
Compensation and Service Providers

Employees

NameTitleOtherTotal
Monica KolbDirector$57,504$57,504

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$80,370
Other Revenue
$0
Change in Net Assets
$-18,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$90,700
Other Expenses$8,547
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,700--$55,700
Grants to Domestic Individuals$35,000--$35,000
Fees for Services Legal-$5,995-$5,995
Insurance-$2,215-$2,215
Information Technology-$298-$298
Office Expenses-$24-$24
Other Expenses-$15-$15
Total Functional Expenses$90,700$8,547$0$99,247
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

Not Applicable. Anna T. Jeanes Foundation does not have committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, line 11

Before the Form 990 is filed, it is sent electronically to all members of the governing body who are accessible via email. Any member who is not accessible by email is provided a paper copy to review. Each member is asked to review the 990 within one week and contact the Board Chair about any questions. The 990 is also reviewed by independent tax counsel.

Form 990, Part VI, Section C, line 19

Anna T. Jeanes Foundation makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
23-2203406
Phone
2152144198

Signing Officer

Name
Eleanor Reinhardt
Title
Chair
Phone
2152144198
Signed
2015-05-13

Organization Details

Principal Officer
Robert H LeFever
Formed
1982
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
12
Supplemental Narrative

Financial Statement Notes

Part V, line 4

The organization holds temporarily restricted funds to be used for specific maintenance and repair costs for a building located on the grounds of Jeanes Hospital. The restriction expires on 1/1/2028.

Raw XML AppendixShowing 400 of 433 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0Anna T. Jeanes Foundation's mission is to: Continue the Quaker Presence and Values in Jeanes Hospital and its community; provide for the health and wellness of the geographic community served by Jeanes Hospital; maintain the fidelity of Jeanes Hospital's commitment to the community through the monitoring of the affiliation agreement with Temple University Health System; continue to support Jeanes Hospital and the Health System with which it is affiliated; be an independent entity supporting and sustaining these ideals.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Anna T. Jeanes Foundation supported the project to renovate space in the former Cheltenham Friends Meeting House on the Jeanes Hospital campus. The space has been renovated to become a media center for medical staff education and community health/wellness seminars.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Anna T. Jeanes Foundation sponsored Jeanes Hospital's Community Classroom Outreach Program with funds for advertising and promotion, printing and design, refreshments, incentives for participants, and other costs.
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt039338
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0210160
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0234714
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0207629
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0210160
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02531
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0172018
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0207629
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035611
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0152391
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0172018
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019627
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0274052
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Assets Held in Trust by Friends Fiduciary Corporation
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The organization holds temporarily restricted funds to be used for specific maintenance and repair costs for a building located on the grounds of Jeanes Hospital. The restriction expires on 1/1/2028.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0274052
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt035000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Nursing scholarships
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt028500
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt127200
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support for renovation of meeting space at Jeanes Hospital.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Support of community health and wellness programs.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Jeanes Hospital
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11Jeanes Hospital
IRS990ScheduleI/RecipientTable/RecipientEIN0232826045
IRS990ScheduleI/RecipientTable/RecipientEIN1232826045
IRS990ScheduleI/RecipientTable/USAddress/AddressLine103509 N Broad Street Room 936
IRS990ScheduleI/RecipientTable/USAddress/AddressLine113509 N Broad Street Room 936
IRS990ScheduleI/RecipientTable/USAddress/City0Philadelphia
IRS990ScheduleI/RecipientTable/USAddress/City1Philadelphia
IRS990ScheduleI/RecipientTable/USAddress/State0PA
IRS990ScheduleI/RecipientTable/USAddress/State1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode019140
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode119140
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Anna T. Jeanes Foundation monitors the use of its grant funds to Jeanes Hospital for community health and wellness programs via reports by Jeanes Hospital at Anna T. Jeanes Foundation's Board of Directors Meetings. Jeanes Community Grants are monitored by the Community Advisory Board (CAB) of Jeanes Hospital. This is a community advocacy group composed of members representing the community served by the hospital, representatives of the surrounding business community, members of the executive staff of the hospital and members of the Anna T. Jeanes Foundation. A representative of the CAB telephones each grant recipient at about six weeks post award to make sure that the funds were received and that they are being used for the purpose stated in the grant application. The recipient is invited to a meeting of the CAB to report if they choose on how the funds have enhanced the work done by the organization. Anna T. Jeanes Foundation monitors the use of its nursing scholarships via the receipt of transcripts at the completion of each term.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Not Applicable. Anna T. Jeanes Foundation does not have committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Before the Form 990 is filed, it is sent electronically to all members of the governing body who are accessible via email. Any member who is not accessible by email is provided a paper copy to review. Each member is asked to review the 990 within one week and contact the Board Chair about any questions. The 990 is also reviewed by independent tax counsel.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Anna T. Jeanes Foundation makes its governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10Temple University Health System Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Jeanes Hospital
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0232826045
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Health care
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103509 N Broad Street Room 936
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Philadelphia
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode019140
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02545363
IRS990/TotalAssetsEOYAmt02885203
IRS990/TotalAssetsGrp/BOYAmt02545363
IRS990/TotalAssetsGrp/EOYAmt02885203
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08547
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt090700
IRS990/TotalFunctionalExpensesGrp/TotalAmt099247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02545363
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02885203
IRS990/TotalOtherCompensationAmt03735
IRS990/TotalProgramServiceExpensesAmt090700
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt080370
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080370
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02545363
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02885203

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.14$0.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.14$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.13$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.12$0.19$0.08
2019Summary only. Only limited summary data is available for this year.$3.22$0.00$3.22$0.11$0.05$0.06
2018Summary only. Only limited summary data is available for this year.$3.08$0.00$3.08$0.12$0.14$0.02
2017Summary only. Only limited summary data is available for this year.$2.97$0.00$2.97$0.11$0.11$0.00
2016Summary only. Only limited summary data is available for this year.$2.74$0.00$2.74$0.27$0.08$0.20
2015Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.10$0.14$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.08$0.10$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$0.00$2.55$0.05
2012Summary only. Only limited summary data is available for this year.$2.29$0.00$2.29$0.05$0.19$0.14
2011Summary only. Only limited summary data is available for this year.$2.44$0.00$2.44$0.03$0.12$0.09