Jefferson Regional Foundation EIN 56-2420913

Jefferson Regional Foundation

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Improves community health and well-being through strategic grantmaking, educational outreach, and advocacy for accessible public transit to connect residents with critical services. For fiscal year 2025 it reported $8.4M in revenue, $4.9M in expenses, and $130.9M in net assets.Pt I

Founded
2033
Type
Supporting organization · Health Care
Location
Pittsburgh, PA
Website
www.jeffersonrf.org
Filings
6 on file (2020–2025)
Revenue
$8.4MFY2025
Expenses
$4.9M
Net assets
$130.9M
People
22
Filings
6
Updates
0
More identity details & actions ⌄
EIN  56-2420913 Supporting organization Pittsburgh, PA Founded 2033
Form 990 (PDF)
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Figures match the IRS filing checked 8/15/26 · see original: IRS
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Size
$1–10M
What they do
Improves community health and well-being through strategic grantmaking, educational outreach, and advocacy for accessible public transit to connect residents with critical services.
Leadership
Trisha Gadson · Chief Executive Officer · $187K
Money in and out
$8.4M revenue, $4.9M expenses
Bottom line
+42% net inflow
Money in and out · FY2025
Total revenue
$8.4M
Pt VIII · Ln 12
Total expenses
$4.9M
Pt IX · Ln 25
Net assets
$130.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $3.5M
Where spending went · Part IX cols B–D
Program services $0.89 Management & general $0.11
Net inflow
+42%
revenue over expenses, this year▲ +288% vs prior filing year
Pass-through gifts
0%
of revenue from contributions
Program spending
89%
of expenses reach stated programs▼ -0.7% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Revenue
$8.4M
FY2025▲ +110%
Expenses
$4.9M
FY2025+0.4%
Total assets
$132.7M
FY2025▲ +7%
Total liabilities
$1.7M
FY2025▲ +0.6%
Total revenue
$8.4M
Pt VIII · Ln 12
Total expenses
$4.9M
Pt IX · Ln 25
Net assets
$130.9M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$3.5M
Total assetsPt X · Ln 16$132.7M
Program-expense ratioPt IX · col B89%
Voting members of governing bodyPt I · Ln 320
Independent voting membersPt I · Ln 420
Mission & Programs · Part III

Where the work happens

3 program services account for $3.4M of program spending, described in the organization's own filed words · FY2024.
01

In support of the recognized community health need of health & wellness:- allegheny county library association, feminine hygeine products in public libraries increase health and well-being by offering free feminine hygiene products in the jefferson area's 10 public libraries via a wall-mounted dispenser in each restroom and adding…

$2.2Mprogram expense
02

In support of the recognized community health need of education, workforce, & economic opportunity: - allegheny health NETWORK/JEFFERSON hospital, talent attraction programsupport a unique work-study program which aims to increase the number of diverse candidates for competitive employment at ahn jefferson hospital and remove identified…

$1.2Mprogram expense
03

In support of the recognized community health need in community engagement & policy work- pittsburghers for public transit, grassroots community organizing for public transitassist jefferson residents in accessing critical health, education, and food sites by organizing transit riders and workers to develop and advocate for transit…

$30Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CJefferson Regional Foundation
EINHdr · item D56-2420913
Principal addressHdr · item CPittsburgh, PA
WebsiteHdr · item Jwww.jeffersonrf.org
Year of formationHdr · item L2033
State of legal domicileHdr · item MPA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHealth Care (E11)
Ruling yearIRS BMFJun 2015

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a20
Independent voting membersPt VI · Ln 1b20
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Chief Executive Officer
$187,318Pt VII · Sec A
Director Grantmaking/Strat
$115,701Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Trisha Gadson’s $187K as Chief Executive Officer is at the 68th percentile of top reported officer pay among 3116 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Trisha Gadson$187,318$177,625$47,106
Mary Phan-Gruber$158,684$178,577$169,560$163,280
Kellie Boland$115,701$111,617$103,224
Charles R Modispacher$50,000$48,958$50,000
Charles Modispacher$25,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Investment income100%$8.4M
Other revenue$25K
Total revenueLn 12$8.4M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.89 Management & general $0.11
Program services89%$4.4M
Management & general11%$535K
Total functional expensesLn 25$4.9M

Balance Sheet

Part X · end of year
CashLn 1$1.5M
Total assetsLn 16$132.7M
Total liabilitiesLn 26$1.7M
Total net assetsLn 32$130.9M
Months of cash on handcomputed3.8

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $131.9M · Operating expenses/yr $4.9M
323.4 months
Where the money goes
Program services
Program services $4.4M · Total expenses $4.9M
89%
Management & General
Management & general $535K · Total expenses $4.9M
11%
Fundraising
Fundraising $0 · Total expenses $4.9M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $8.4M
0%
Government reliance
Government grants — · Total revenue $8.4M
Earned-income share
Program service revenue $0 · Total revenue $8.4M
0%
Investment reliance
Investment income $8.4M · Total revenue $8.4M
+100%
Program self-sufficiency
Program service revenue $0 · Total expenses $4.9M
0%
Growth & trend
Revenue growth (YoY)
This year $8.4M · Prior year $4.0M
+110%
Revenue CAGR
FY2019 $6.3M · FY2024 $8.4M
+6%
Net-asset trend (YoY)
End of year $130.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $8.4M · Expenses $4.9M
+42%
Liabilities-to-Assets
Total liabilities — · Total assets $132.7M
Net-asset ratio
Net assets $130.9M · Total assets $132.7M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $115.2M · Other securities (Pt X, ln 12) $15.2M · Total assets (Pt X, ln 16) $132.7M
98%
People & payroll
Highest Reported Total Compensation
Individual Trisha Gadson · Reported title CHIEF EXECUTIVE OFFICER · Highest reported compensation $187K · Total expenses $4.9M
4%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $749K · Total expenses $4.9M
15%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 89%
Overhead ratio 11%
Revenue growth 110%
Investment management fee ratio 0.1%
Legal fee ratio 0.4%
Accounting fee ratio 0.6%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · received and paid
Grants received · FY2023
Total grants receivedfrom 1 funder$1K
Grants paid · 277 grants · $18.0M · 2019–2024
Jewish Family and Children's Service of PittsburghFY2024$200,000
Allegheny Health NetworkPA · FY2024$140,000
The Mon Valley InitiativePA · FY2024$125,000
Dress for Success PittsburghPA · FY2024$125,000
Latino Community CenterFY2024$115,000
Allegheny Health NetworkPA · FY2024$100,000
Storehouse for TeachersPA · FY2024$100,000
Literacy PittsburghPA · FY2024$100,000
Casa San JosePA · FY2024$100,000
University of PittsburghPA · FY2024$80,000
Global LinksPA · FY2024$80,000
Blessing BoardPA · FY2024$75,000
Reading Ready PittsburghPA · FY2024$75,000
See all 277 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$8.4M revenue · viewing · ⤓ 990 PDF
FY2024$4.0M revenue · ⤓ 990 PDF
FY2023$4.2M revenue · ⤓ 990 PDF
FY2022$8.7M revenue · ⤓ 990 PDF
FY2021$8.2M revenue · ⤓ 990 PDF
FY2020$6.3M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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