Civic Intelligence

Jefferson Regional Medical Center Foundation

990 • Fiscal year 2024 • EIN 56-2420913

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

470 Streets Run RoadPittsburgh, PA 15236

(412) 267-6771

Siviq Scores

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

Liabilities / Assets

12th percentile

0.01x

Higher debt load relative to assets than 12% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.43x

Higher debt load relative to revenue than 49% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

9th percentile

-22%

Higher net margin than 9% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$201,528

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

61st percentile

9.1%

Faster asset growth than 61% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-5.0%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Assets

Up

$124,276,428

Up $10,322,696 (+9.1%) from 2023

Net Assets

Up

$122,567,423

Up $9,918,254 (+8.8%) from 2023

Liabilities

Up

$1,709,005

Up $404,442 (+31%) from 2023

Revenue

Down

$3,988,877

Down $212,094 (-5.0%) from 2023

Expenses

Up

$4,875,670

Up $935,523 (+24%) from 2023

Net Income

Down

-$886,793

Down $1,147,617 (-440%) from 2023

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $4,068,473Liabilities 2010: $981,540Net Assets 2010: $3,086,9332010Assets 2011: $4,416,502Liabilities 2011: $983,430Net Assets 2011: $3,433,0722011Assets 2012: $4,419,380Liabilities 2012: $1,198,509Net Assets 2012: $3,220,8712012Assets 2013: $76,422,307Liabilities 2013: $39,575Net Assets 2013: $76,382,7322013Assets 2014: $86,941,270Liabilities 2014: $122,175Net Assets 2014: $86,819,0952014Assets 2015: $87,628,265Liabilities 2015: $644,940Net Assets 2015: $86,983,3252015Assets 2016: $85,261,940Liabilities 2016: $681,711Net Assets 2016: $84,580,2292016Assets 2017: $93,132,112Liabilities 2017: $650,931Net Assets 2017: $92,481,1812017Assets 2018: $98,795,344Liabilities 2018: $1,468,283Net Assets 2018: $97,327,0612018Assets 2019: $101,615,699Liabilities 2019: $950,735Net Assets 2019: $100,664,9642019Assets 2020: $101,736,763Liabilities 2020: $1,183,084Net Assets 2020: $100,553,6792020Assets 2021: $125,500,456Liabilities 2021: $1,236,314Net Assets 2021: $124,264,1422021Assets 2022: $105,621,222Liabilities 2022: $884,715Net Assets 2022: $104,736,5072022Assets 2023: $113,953,732Liabilities 2023: $1,304,563Net Assets 2023: $112,649,1692023Assets 2024: $124,276,428Liabilities 2024: $1,709,005Net Assets 2024: $122,567,4232024Assets 2025: $132,667,914Liabilities 2025: $1,719,001Net Assets 2025: $130,948,9132025

Highlighted filing

2024

Assets$124,276,428
Liabilities$1,709,005
Net Assets$122,567,423

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $711,9092010Expenses 2011: $444,0212011Expenses 2012: $650,3222012Expenses 2013: $3,745,5842013Revenue 2014: $3,948,250Expenses 2014: $888,147Net Income 2014: $3,060,1032014Revenue 2015: $2,749,393Expenses 2015: $2,660,284Net Income 2015: $89,1092015Revenue 2016: $1,947,309Expenses 2016: $2,843,005Net Income 2016: -$895,6962016Revenue 2017: $3,612,818Expenses 2017: $3,014,413Net Income 2017: $598,4052017Revenue 2018: $4,683,729Expenses 2018: $4,087,497Net Income 2018: $596,2322018Revenue 2019: $6,410,822Expenses 2019: $3,101,203Net Income 2019: $3,309,6192019Revenue 2020: $6,289,272Expenses 2020: $3,869,325Net Income 2020: $2,419,9472020Revenue 2021: $8,243,983Expenses 2021: $4,133,103Net Income 2021: $4,110,8802021Revenue 2022: $8,684,501Expenses 2022: $3,970,339Net Income 2022: $4,714,1622022Revenue 2023: $4,200,971Expenses 2023: $3,940,147Net Income 2023: $260,8242023Revenue 2024: $3,988,877Expenses 2024: $4,875,670Net Income 2024: -$886,7932024Revenue 2025: $8,394,512Expenses 2025: $4,894,868Net Income 2025: $3,499,6442025

Highlighted filing

2024

Revenue$3,988,877
Expenses$4,875,670
Net Income-$886,793
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$29,612,900
Mission and Program Overview

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.

Improve the health & well-being of the community of jefferson hospital through grantmaking, education, & outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$107,116,794$117,590,029▲ $10,473,235
Investments Other Securities$5,273,180$4,646,253▼ $626,927
Savings and Temporary Cash Investments$614,099$1,182,663▲ $568,564
Land, Buildings, and Equipment, Net$119,366$119,577▲ $211
Prepaid Expenses and Deferred Charges$32,772$18,332▼ $14,440
Total Assets$113,953,732$124,276,428▲ $10,322,696
Other Assets Total$797,521$719,574▼ $77,947
Liabilities
Other Liabilities$789,236$1,139,830▲ $350,594
Grants Payable$459,000$511,000▲ $52,000
Accounts Payable and Accrued Expenses$56,327$58,175▲ $1,848
Total Liabilities$1,304,563$1,709,005▲ $404,442
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$112,649,169$122,567,423▲ $9,918,254
Total Net Assets Fund Balance$112,649,169$122,567,423▲ $9,918,254
Total Liabilities and Net Assets / Fund Balance$113,953,732$124,276,428▲ $10,322,696

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$92,098$59,895$151,993
Leasehold Improvements$27,479$53,543$81,022
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Trisha GadsonChief Executive OfficerFT$177,625$23,903$201,528
Kellie BolandDirector Grantmaking/strategyFT$111,617$33,757$145,374

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$3,964,127
Other Revenue
$24,750
Change in Net Assets
$-886,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,775,973
Revenue Not Reported on Financial Statements
$212,904
Revenue Not Reported on Form 990
$10,805,047
Total Revenue per Audited Statements
$14,581,020
Total Revenue per Form 990
$3,988,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,524,786
Other Expenses$697,342
Salaries, Compensation, and Employee Benefits$653,542
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,524,786--$3,524,786
Other Salaries and Wages$271,396$46,193-$317,589
Fees for Service Investment Mgmnt Fees-$212,904-$212,904
Current Officers, Directors, Trustees, and Key Employees$138,980$69,935-$208,915
Occupancy$75,555$23,859-$99,414
Other Employee Benefits$60,568$17,139-$77,707
Office Expenses$47,769$15,085-$62,854
Information Technology$46,632$11,658-$58,290
Fees for Services Other$29,131$23,835-$52,966
Payroll Taxes$29,469$8,339-$37,808
Fees for Services Accounting$18,441$15,088-$33,529
Depreciation Depletion-$28,623-$28,623
Fees for Services Legal$10,555$8,636-$19,191
Conferences and Meetings$11,377$3,593-$14,970
Pension Plan Contributions$8,981$2,542-$11,523
Insurance$7,869$2,485-$10,354
Other Expenses$4,135$1,306-$5,441
Travel$1,199$300-$1,499
All Other Expenses$966$523-$1,489
Total Functional Expenses$4,373,341$502,329$0$4,875,670

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,875,670
Expenses per Audited Statements$4,662,766
Total Expenses per Audited Statements$4,662,766
Expenses Not Reported on Financial Statements$212,904
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Southwestern PennsylvaniaPittsburgh, PA501(c)(3)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 Acollaborative Funding Model.$200,000
Melting Pot MinistriesWhite Oak, PA509(a)(2)Support Positive Development for Youth and Their Caregivers in South Park, Baldwin-whitehall, and Bethel Park by Providing Afterschool and Summer Programming Focused Oneducational, 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.$170,000
South Hills Interfaith MinistriesPittsburgh, PA501(c)(3)Shim Center Accessibility Upgrades, Building Improvements, Summer Program$160,000
DRAGON'S DENPittsburgh, PA501(c)(3)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.$155,000
BLACK WOMEN'S POLICY CENTER INCMckeesport, PA501(c)(3)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.$150,000
Footbridge for Families IncElizabeth, PA501(c)(3)Assist 15-30 Jefferson Residents During Times of Short-term Financial Crisis and Provide Connections to Additional Supports Through an Innovative Technology Platform Whichfacilitates 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 Whichfacilitates Rapid Financial Response to Vendors on Behalf of Families Is Critical to the Support of Families.$140,000
First Step Recovery Homes IncMonroeville, PA501(c)(3)Provide Operational Support and Enable Screening and Securing of a Qualified Capital Consultant to Assist in Raising. Support Operations to Provide Supervised, Temporary, Safe, Drug and Alcohol Free, Structured Housing and Support. Support Operations to Provide Supervised, Temporary, Safe, Drug and Alcohol Free, Structured Housing and Support Services for Over 60 People (typically Men) Who Are Recovering From the Disease of Addiction.$130,000
Allegheny Health NetworkPittsburgh, PA501(c)(3)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.$125,000
Dress for Success PittsburghMckeesport, PA501(c)(3)Increase the Confidence and Capacity of 825 Local Female Residents Preparing to Enter the Workforce by Providing Each Woman With Appropriate Interview Clothing, Uniform Items, and Career Support Delivered Through a Mobile Boutique in Partnership With Jefferson Area Organizations.$125,000
The Mon Valley InitiativePittsburgh, PA501(c)(3)Provide General Operational Support to Strengthen Mvis Ability to Offer Healthy Opportunities and Address the Social Determinants of Health for Mon Valley Residents Which Includeservices 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.$125,000
Larosa Youth Development FoundationPittsburgh, PA501(c)(3)Building Capacity for Organizational Development$100,000
Latino Community CenterSouth Park, PA501(c)(3)Hold Four Convenings With Latinx Families From Mckeesport to Discuss Hopes, Dreams, and Needs of the Community.$100,000
Literacy PittsburghMckeesport, PA501(c)(3)Foster a Lifetime of Success for Jefferson Adult Learners by Expanding Employment Opportunities Through Career Pathways$100,000
Storehouse for Teachers Dba the Education PartnershipPittsburgh, PA501(c)(3)IMPROVE THE LONG-TERM OVERALL HEALTH AND WELL-BEING AND EDUCATIONAL OUTCOMES OF STUDENTS ATTENDING CLAIRTON MIDDLE/HIGH SCHOOL, DUQUESNE ELEMENTARY SCHOOL, FOUNDERS' HALL MIDDLESCHOOL (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.$100,000
Mckeesport Area School DistrictBethel Park, PA501(c)(3)THE VILLAGE PROJECT: BUILDING COLLABORATIVE CAPACITY FOR YOUTH DEVELOPMENT IN THREE SCHOOL DISTRICTS$80,000
Western Pennsylvania Diaper BankPittsburgh, PA501(c)(3)Improve the Health and Well-being of Jefferson Families in Need by Expanding Access to Free Diapers and Other Essentials Through Jefferson Partner Organizations.$80,000
1hood Media Academy IncPittsburgh, PA501(c)(3)Amplify Voices of Residents in Mckeesport, Duquesne, and Clairton by Organizing and Educating Community Leaders on Civic Engagement Practices and Register New Voters to Highlight Specific Needs of Mon Valley Communities, Often Focused on Social Determinants of Health$75,000
GWEN'S GIRLS INCORPORATEDMckeesport, PA501(c)(3)Increase Overall Health and Wellness for Youth, With an Emphasis on Black Girls and Families in Mckeesport, Clairton,$75,000
Human Services Center CorporationClairton, PA501(c)(3)THROUGH GENERAL OPERATIONAL SUPPORT, STRENGTHEN HSCMV'S ABILITY TO PROVIDE SUCCESSFUL TRANSITIONS TO CAREER AND$75,000
The Blessing BoardHomestead, PA501(c)(3)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
Venture Outdoors IncPittsburgh, PA501(c)(3)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.$75,000
Vision to LearnPittsburgh, PA501(c)(3)Vision Resources for Children$75,000
Stem Coding Lab IncPittsburgh, PA501(c)(3)Computer Science Education for Duquesne Students$70,000
Veterans Breakfast ClubLos Angeles, CA501(c)(3)Hold Ten Convenings, Two Per Each Community Voice Fund Geographic Focus Area, With Upwards of 250 Local Veterans Spread Between Day and Night to Discuss Veterans Needs.$60,000
Attack Theatre IncorporatedPittsburgh, PA501(c)(3)SUPPORT EDUCATIONAL ENGAGEMENT, PHYSICAL & MENTAL WELLBEING, AND SOCIAL EMOTIONAL DEVELOPMENT FOR ~400 DUQUENSE K-5 STUDENTS AND EDUCATORS/CURRICULUM PROVIDERS THROUGH MOVEMENT AND DANCE$55,000
Cash for KidsElizabeth, PA501(c)(3)Engage 30-40 Youth Ages 9-14 From Mckeesport in Out-of-school Time Programming to Promote Fitness, Nutrition, College, Social Development, and Overall Health and Provide Capacity for Community Convenings.$55,000
Anna Middleton Waite LearningPittsburgh, PA501(c)(3)Provide Older Adults the Necessary Tools to Engage in the Digtal World by Providing Personal Computers, Wifi Access, Technical Support, and Training.$50,000
BEVERLY'S BIRTHDAYSPittsburgh, PA501(c)(3)Provide Support and Opportunity to Jefferson Women and Parents/caregivers Experiencing Financial Hardship During Pregnancy and Through the Early Years of a Childs Life by Offeringgroup 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
Christian Immigration Advocacy CenterPittsburgh, PA501(c)(3)Provide Legal Aid to Immigrants and Refugees Living in the Jefferson Footprint for Permanent Resident Card Application, Renewals, Citizenship, and Family Petitions.$50,000
Community Human Services CorporationHomestead, PA501(c)(3)Decrease Homelessness, Increase Income Stabilization, and Increase Quality of Housing for Up to 100 .$50,000
The Pittsburgh FoundationPittsburgh, PA501(c)(3)Support the Continuation of a Flexible, Foundation-supported Fund to Strengthen Human Service Delivery and Address Social Determinants of Health.$50,000
Pa Cleanways of Allegheny County IncPittsburgh, PA501(c)(3)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.$40,000
Publicsource IncHomestead, PA501(c)(3)Civic Engagement, Storytelling, and Journalism$40,000
World Affairs Council of PittsburghClairton, PA501(c)(3)Global Youth Programming$40,000
Reading Ready PittsburghPittsburgh, PA501(c)(3)Promoting Early Literacy$35,000
Life BuildersPittsburgh, PA501(c)(3)Basic Needs and Capacity-building$30,000
Mission AgapeEtna, PA501(c)(3)Capacity Building and Addressing Food Insecurity$30,000
Pittsburghers for Public TransitPittsburgh, PA501(c)(3)Transit Civic Engagement$30,000
Three Rivers WaterkeeperPittsburgh, PA501(c)(3)Water Quality and Well-being$30,000
Bhutanese Community Association of PittsburghPittsburgh, PA501(c)(3)Hold Five to Six Convenings of 15-20 Participants Targeting Residents From Bethel Park, South Park, Pleasant Hills, Jefferson Hills, Brentwood, Baldwin, Whitehall, and West Mifflin at Bcap Offices or Local Sites Utilizing Partner Connections and Robocall Services to Enlist Participants.$26,000
Hello NeighborTurtle Creek, PA501(c)(3)Refugee Resettlement and Immigrant Services$25,000
Junior Achievement of Western PaMckeesport, PA501(c)(3)Increase Foundational Skills and Exposure to Careers for 1,700 Kids Through Career Readiness and Financial Literacy.$25,000
Youth Opportunities Development--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.$25,000
Best of the Batch FoundationHomestead, PA501(c)(3)Provide In-person Programming for Youth in Summer.$20,000
Forward Township Volunteer Fire Company and Relief AssociationPittsburgh, PA501(c)(3)Providing Safety in Inclement Weather$20,000
Healthy Village Learning InstitutePittsburgh, PA501(c)(3)Hvli Healthy Eating Program$20,000
Jefferson Hills Area Ambulance AssociationClairton, PA501(c)(3)Community Training Center Equipment$20,000
Jefferson Hills FirerescueBridgeville, PA501(c)(3)Increased Capacity in Health Emergencies$20,000
Tickets for Kids FoundationPittsburgh, PA501(c)(3)Cultural Access for Youth Development$16,000
Central Highlands Community United Methodist ChurchPittsburgh, PA501(c)(3)Increase Health and Well-being by Providing Food to Medically Compromised Neighbors of All Ages.$15,000
Cloverleaf Area Ecumenical Assistance ProgramPittsburgh, PA501(c)(3)Increase Health and Well-being by Providing Basic Needs to Neighbors Through Distributions at Triumph of the Holy Cross Baldwin Parish.$15,000
Saltworks Theatre CompanyBethel Park, PA501(c)(3)Prevention Live Theater Plays for Middle and High Schools$15,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liabilities$711,289
Escrow Liability$428,541
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The final version of the 990 is provided to board members for review. Information and items can be clarified and confirmed with executive management and other members of the board. Corrections and clarifications are submitted or suggested prior to the filing of the return.

Form 990, Part VI, Section B, Line 12C

Periodic reviews are conducted and may include assistance from outside advisors to ensure jefferson regional foundation is operating in a manner consistent with its charitable purpose and does not engage in activities that could jeopardize its tax-exempt status. A disclosure procedure outlined in the conflict of interest policy includes submission of the annual disclosure statement as well as letters, memos, or other disclosures to the board. This procedure is monitored by other members of the board as well as legal counsel. The scope of coverage for the conflict of interest policy is directed towards "potentially interested parties" including, but not limited to: directors, officers, key employees, members of a committee with board delegated powers, persons who have authority to enter into contracts or agreements, persons with access to restricted, sensitive or confidential information which could be valuable to non-jefferson regional foundation entities, and persons with a significant financial interest or influential interest. Jefferson regional foundation president, by authority of the board, is the designated administrator for interpretation and implementation of this policy and all procedures relating to it. Failure to comply with this policy may include a determination for the potentially interested party to sever all ties with jefferson regional foundation. The governance committee, as documented in its, charter, has additional oversight to develop and update conflict of interest and ethical guidelines for the board, provide board education on these matters and make recommendations regarding updates or implementation.

Form 990, Part VI, Section B, Line 15

The executive committee of the board provides oversight of the compensation process as it is designated to serve as personnel committee. The committee is led in personnel functions by the president of the foundation. As part of its engagement with the foundation, an outside consulting firm which specializes in nonprofit talent management provided comparable compensation information for the foundation's key compensated positions, including the executive director and director of grantmaking & strategy. Two primary sources are used to develop benchmark information: a grantmakers salary and benefit survey compiled by the council on foundations and a regional nonprofit survey published by a local university's nonprofit management program. This information provides detail on salary ranges relative to the asset size of similar organizations. The executive committee reviews all of this information in determining compensation, makes its determinations, and fully reports its deliberations and actions directly to the board. The review and approval process for the determination of compensation is documented via board and committee minutes.

Form 990, Part VI, Section C, Line 19

The form 990 is posted on the foundation's website. The foundation also produces an annual report of grant award information which is distributed in print form and is available on the foundation's website. The conflict of interest policy can be made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Jefferson Regional Foundation
EIN
56-2420913
Phone
4122676771
Address
470 STREETS RUN ROAD, PITTSBURGH, PA 15236

Signing Officer

Name
Trisha Gadson
Title
Chief Executive Officer
Phone
4122676771
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard W Talarico
Formed
2033
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
19
Employees
5
Volunteers
19

Preparer

Firm
MAHER DUESSEL CPA'S
Address
503 MARTINDALE STREET SUITE 600, PITTSBURGH, PA 15212
Preparer
Elizabeth E Krisher
Phone
4124715500
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

This process has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The foundation is a not-for-profit corporation as described in section 501(c)(3) of the internal revenue code (the code), and is exempt from federal taxes on its exempt income under section 501(a) of the code. Accordingly, no provision for federal and state income taxes is recorded. The foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements.

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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/ActivityOrMissionDesc0IMPROVE THE HEALTH & WELL-BEING OF THE COMMUNITY OF JEFFERSON HOSPITAL THROUGH GRANTMAKING, EDUCATION, & OUTREACH.
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IRS990/PrincipalOfficerNm0RICHARD W TALARICO
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IRS990/ProgSrvcAccomActy2Grp/Desc0IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO STRENGTHEN HEALTH AND WELLNESS, THE FOUNDATION MADE THE FOLLOWING GRANTS:- 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- FOOTBRIDGE FOR FAMILIES, INC., RAPID RESPONSE FUNDING TO SUPPORT JEFFERSON FAMILIES: ASSIST APPROXIMATELY 51 JEFFERSON RESIDENTS/FAMILIES 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.- 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.- FIRST STEP RECOVER HOMES, INC., OPERATING SUPPORT FOR ADDICTION RECOVERY HOUSE: SUPPORT OPERATIONS TO PROVIDE SUPERVISED, TEMPORARY, SAFE, DRUG AND ALCOHOL FREE, STRUCTURED HOUSING AND SUPPORT SERVICES FOR OVER 40 PEOPLE (TYPICALLY MEN) WHO ARE RECOVERING FROM THE DISEASE OF ADDICTION AND TRYING TO STAY OUT OF THE CRIMINAL JUSTICE SYSTEM.- FIRST STEP RECOVER HOMES, INC.,OPERATING AND CAPACITY SUPPORT FOR ADDICTION RECOVERY HOME: SUPPORT OPERATIONS TO PROVIDE SUPERVISED, TEMPORARY, SAFE, DRUG AND ALCOHOL FREE, STRUCTURED HOUSING AND SUPPORT SERVICES FOR OVER 60 PEOPLE (TYPICALLY MEN) WHO ARE RECOVERING FROM THE DISEASE OF ADDICTION AND BUILD ORGANIZATIONAL CAPACITY AND LONG-TERM SUSTAINABILITY THROUGH THE ASSISTANCE OF A CAPITAL CONSULTANT.- VETERANS BREAKFAST CLUB, SUPPORTING VETERAN HEALTH THROUGH STORYTELLING AND CONNECTION: SUPPORT LOCAL VETERANS AND THEIR MENTAL HEALTH BY FACILITATING LOCAL, IN-PERSON STORYTELLING EVENTS IN THE JEFFERSON AREA (SIX IN BETHEL PARK AND TWO IN THE MON VALLEY) AND SUPPORTING BROAD OUTREACH EFFORTS INCLUDING A VETERAN FOCUSED MAGAZINE, NEWSLETTER, PODCAST, AND ONLINE PROGRAMS.- COMMUNITY HUMAN SERVICES CORPORATION, HOUSING AND SUPPLEMENTAL SUPPORT: DECREASE HOMELESSNESS, INCREASE INCOME STABILIZATION, AND INCREASE QUALITY OF HOUSING FOR UP TO 100 INDIVIDUALS/FAMILIES WITHIN THE JEFFERSON AREA BY LEVERAGING EXISTING ALLEGHENY COUNTY HOUSING ASSISTANCE AND PROVIDING ADDITIONAL SUPPLEMENTAL SUPPORT.- THE PITTSBURGH FOUNDATION, HUMAN SERVICE INTEGRATION FUND: SUPPORT THE CONTINUATION OF A FLEXIBLE, FOUNDATION-SUPPORTED FUND TO STRENGTHEN HUMAN SERVICE DELIVERY AND ADDRESS SOCIAL DETERMINANTS OF HEALTH BY CREATING EFFICIENCIES IN RESPONSE SYSTEMS AND SERVICE DELIVERY THROUGH THE ALLEGHENY COUNTY DEPT. OF HUMAN SERVICES THAT ARE NOT POSSIBLE WITH GOVERNMENT FUNDING SOURCES.FIVE OTHER GRANTS AND PROGRAMS TOTALING $115,000.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0835000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0835000
IRS990/ProgSrvcAccomActy3Grp/Desc0IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO IMPROVE CAPACITY-BUILDING, THE FOUNDATION MADE THE FOLLOWING GRANTS:- SOUTH HILLS INTERFAITH MINISTERS, SHIM CENTER ACCESSIBILITY UPGRADES & BUILDING IMPROVEMENTS: PROVIDE CAPITAL SUPPORT TO ENSURE LONG-TERM OPERATIONS AND CREATE A SAFER AND MORE WELCOMING ENVIRONMENT AT SHIM CENTER FOR STAFF, VOLUNTEERS, AND SOUTH HILLS INDIVIDUALS AND FAMILIES FACING SUBURBAN POVERTY.- ALLEGHENY HEALTH NETWORK, COMMUNITY HEALTH PLANNING GRANT: BUILD CAPACITY TO DESIGN A PROGRAM IMPLEMENTATION PLAN THAT INCREASES THE HEALTH AND WELL-BEING OF JEFFERSON RESIDENTS BY INCORPORATING COMMUNITY VOICE, LEVERAGING BEST PRACTICES AND NATIONAL MODELS, ANALYZING EXISTING DATA, AND PARTNERING WITH UNIVERSITIES, NONPROFIT ORGANIZATIONS, AND JEFFERSON HOSPITAL LEADERSHIP.- LAROSA YOUTH DEVELOPMENT FOUNDATION, BUILDING CAPACITY FOR ORGANIZATIONAL DEVELOPMENT: BUILD ORGANIZATIONAL CAPACITY BY HIRING PART-TIME STAFF, OFFERING PROFESSIONAL DEVELOPMENT, PURCHASING PROGRAM SUPPLIES, AND ENGAGING IN STRATEGIC PLANNING INCLUDING THE CREATION OF FORMAL POLICIES AND PROCEDURES FOR OPERATIONS TO SUPPORT CONTINUED GROWTH AND SUSTAINABILITY.FIVE OTHER GRANTS AND PROGRAMS TOTALING $110,000.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0485000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0485000
IRS990/ProgSrvcAccomActyOtherGrp/Desc0IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO STRENGTHEN THE WORKFORCE, THE FOUNDATION MADE THE FOLLOWING GRANTS:- DRESS FOR SUCCESS PITTSBURGH, MOBILE SERVICES WORKFORCE DEVELOPMENT EVENTS: INCREASE THE CONFIDENCE AND CAPACITY OF 825 LOCAL FEMALE RESIDENTS PREPARING TO ENTER THE WORKFORCE BY PROVIDING EACH WOMAN WITH APPROPRIATE INTERVIEW CLOTHING, UNIFORM ITEMS, AND CAREER SUPPORT DELIVERED THROUGH A MOBILE BOUTIQUE IN PARTNERSHIP WITH JEFFERSON AREA ORGANIZATIONS.- GWEN'S GIRLS INCORPORATED, PROGRAM OPTIMIZATION INITIATIVE: INCREASE OVERALL HEALTH AND WELLNESS FOR YOUTH, WITH AN EMPHASIS ON BLACK GIRLS AND FAMILIES IN MCKEESPORT, CLAIRTON, AND DUQUESNE, THROUGH PROGRAM EVALUATION, GROWTH, AND EXPANSION BASED ON COMMUNITY NEED AND BEST PRACTICES, WITH A PARTICULAR FOCUS ON EXPANDING WORKFORCE EDUCATION AND DEVELOPMENT.- 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.- LITERACY PITTSBURGH, BRIDGING THE GAP FROM LEARNING TO EARNING: FOSTER A LIFETIME OF SUCCESS FOR JEFFERSON ADULT LEARNERS BY EXPANDING EMPLOYMENT OPPORTUNITIES THROUGH CAREER PATHWAYS IN CONSTRUCTION AND HEALTHCARE, IMPROVING EMPLOYMENT AND EDUCATIONAL OUTCOMES FOR CARETAKERS AND THEIR CHILDREN, AND IMPARTING VITAL DIGITAL SKILLS.- HUMAN SERVICES CENTER CORPORATION, OPERATING SUPPORT TO PROMOTE HEALTH AND WELL-BEING: THROUGH GENERAL OPERATIONAL SUPPORT, STRENGTHEN HSCMV'S ABILITY TO PROVIDE SUCCESSFUL TRANSITIONS TO CAREER AND COLLEGE FOR HIGH SCHOOL SENIORS ATTENDING WEST MIFFLIN AND MCKEESPORT HIGH SCHOOLS, ASSIST ADULTS ON THE PATH TO SELF-SUFFICIENCY, AND PROVIDE BASIC SERVICES FOR HEALTH AND WELL-BEING.TWO OTHER GRANTS AND PROGRAMS TOTALING $50,000.IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO INCREASE CIVIC ENGAGEMENT, THE FOUNDATION MADE THE FOLLOWING GRANTS:- 1HOOD MEDIA ACADEMY, INC., CIVIC ENGAGEMENT IN THE MON VALLEY: AMPLIFY THE VOICES OF RESIDENTS IN MCKEESPORT, DUQUESNE, AND CLAIRTON BY ORGANIZING AND EDUCATING COMMUNITY LEADERS ON CIVIC ENGAGEMENT PRACTICES AND REGISTERING NEW VOTERS TO HIGHLIGHT THE SPECIFIC NEEDS OF MON VALLEY COMMUNITIES, WHICH ARE OFTEN FOCUSED ON THE SOCIAL DETERMINANTS OF HEALTH.- CHRISTIAN IMMIGRATION ADVOCACY CENTER, LEGAL ASSISTANCE FOR IMMIGRANTS AND REFUGEES: PROVIDE LEGAL AID TO 50 IMMIGRANTS AND REFUGEES LIVING IN THE JEFFERSON FOOTPRINT FOR PERMANENT RESIDENT CARD APPLICATION AND RENEWALS, CITIZENSHIP, AND FAMILY PETITIONS. THESE SERVICES POSITION FAMILIES TO ACCESS RESOURCES TO IMPROVE LONG-TERM HEALTH AND WELL-BEING.THREE OTHER GRANTS AND PROGRAMS TOTALING $120,000.IN SUPPORT OF THE RECOGNIZED COMMUNITY HEALTH NEED TO STRENGTHEN DIVERSITY, EQUALITY, AND INCLUSION, THE FOUNDATION MADE THE FOLLOWING GRANT TOTALING $50,000:- ANNA MIDDLETON WAITE LEARNING CENTER, DIGITAL EQUITY FOR OLDER ADULTS AND BUILDING ORGANIZATIONAL CAPACITY: PROVIDE OLDER ADULTS THE NECESSARY TOOLS TO ENGAGE IN THE DIGITAL WORLD BY PROVIDING EDUCATION, PERSONAL COMPUTERS, AND TECHNICAL SUPPORT, AND BUILD ORGANIZATIONAL CAPACITY THROUGH DEVELOPING AN ACTION PLAN WITH THE ASSISTANCE OF A STRATEGIC CONSULTANT.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. THE FIVE STRATEGIC GOALS OF THE 2021-2023 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 TH
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$133$1.72$131$8.39$4.89$3.50
2024Detailed filing. Detailed filing data is available for this year.$124$1.71$123$3.99$4.88$0.89
2023Detailed filing. Detailed filing data is available for this year.$114$1.30$113$4.20$3.94$0.26
2022Detailed filing. Detailed filing data is available for this year.$106$0.88$105$8.68$3.97$4.71
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$126$1.24$124$8.24$4.13$4.11
2020Detailed filing. Detailed filing data is available for this year.$102$1.18$101$6.29$3.87$2.42
2019Detailed filing. Detailed filing data is available for this year.$102$0.95$101$6.41$3.10$3.31
2018Detailed filing. Detailed filing data is available for this year.$98.8$1.47$97.3$4.68$4.09$0.60
2017Detailed filing. Detailed filing data is available for this year.$93.1$0.65$92.5$3.61$3.01$0.60
2016Summary only. Only limited summary data is available for this year.$85.3$0.68$84.6$1.95$2.84$0.90
2015Detailed filing. Detailed filing data is available for this year.$87.6$0.64$87.0$2.75$2.66$0.09
2014Detailed filing. Detailed filing data is available for this year.$86.9$0.12$86.8$3.95$0.89$3.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.4$0.04$76.4$3.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$1.20$3.22$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.42$0.98$3.43$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.98$3.09$0.71