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

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$229K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $2.4M a year · 35% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$229K
to officers and key staff · 6% of spending
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Plus $105.2M in investments, Pt X · Ln 11–13
Fine: 0.9 months of spending in cash, plus $105.2M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $1K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$885K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 19 voting members
Looks good: 18 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$8.7M
+5% vs prior year
Spent
$4.0M
To programs
85%
Net assets
$104.7M
By yearFY2020–FY2025
Revenue
$8.7M
FY2022▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.3M
FY2021$8.2M
FY2022$8.7M
FY2023$4.2M
FY2024$4.0M
FY2025$8.4M
Expenses
$4.0M
FY2022▼ -4%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.9M
FY2021$4.1M
FY2022$4.0M
FY2023$3.9M
FY2024$4.9M
FY2025$4.9M
Net assets
$104.7M
FY2022▼ -16%
Tap a bar for its year
Net assets by fiscal year
FY2020$100.6M
FY2021$124.3M
FY2022$104.7M
FY2023$112.6M
FY2024$122.6M
FY2025$130.9M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $3.4M Management & general 15% · $587K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $229K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Chief Executive Officer
$178,577Pt VII · Sec A
$50,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Trisha Gadson’s $187K as Chief Executive Officer is at the 68th percentile of top reported officer pay among 3128 $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.

See Jefferson Regional Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Improves community health and well-being through strategic grantmaking, educational outreach, and advocacy for accessible public transit to connect residents with critical services.

Questions for Jefferson Regional Foundation

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Provided by the organization

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3 programs · $3.4M · in their own filed words · FY2021
01

The jefferson regional foundation awards grants to promote the overall health and vitality of the community utilizing the social determinants of health as a lens for responding to community needs. Thirty-four grants were awarded within the fiscal year.

$1.5Mprogram expense
02

Investing in local organizations to strengthen their impact continues to be a priority of jefferson regional foundation. Capacity building; youth development; civic engagement and policy work; diversity, equity and inclusion; and workforce and economic opportunity; are also key focus areas.

$1.2Mprogram expense
03

New strategic plan at its 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.

$648Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

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 →

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$8.7M
Ln 12
Investment incomeLn 3$8.7M
Money outPt IX
$4.0M
Ln 25
Programscol B$3.4M
Managementcol C$587K
Owns and owesPt X
$104.7M
net assets · Ln 32
Cash and savingsLn 1–2$300K
Total assetsLn 16$105.6M
LiabilitiesLn 26$885K
PeoplePt VI, VII
20
listed · VII A
PaidVII A2
Voting boardVI 1a19
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$8.7M
Gains on assetsLn 7$6.9M
Total revenueLn 12$8.7M
Assets in detailPt X, end of year
SavingsLn 2$300K
Cash and savings togetherLn 1–2$300K
InvestmentsLn 11–13$105.2M
Land, buildings, equipmentLn 10c$66K
Other assetsLn 15$8K
Total assetsLn 16$105.6M
LiabilitiesLn 26$885K
Net assetsLn 32$104.7M
OperationsPt I, VI
EmployeesI 56
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$448K$300K
InvestmentsLn 11–13$125.0M$105.2M
Land, buildings, equipmentLn 10c$15K$66K
Total assetsLn 16$125.5M$105.6M
LiabilitiesLn 26$1.2M$885K
Net assetsLn 32$124.3M$104.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.7M$2.7M
Pay of current officers, directors and key staffLn 5$245K$178K$67K
Other salaries and wagesLn 7$256K$186K$70K
Pension plan contributionsLn 8$9K$7K$3K
Other employee benefitsLn 9$45K$32K$12K
Payroll taxesLn 10$38K$28K$11K
Legal feesLn 11b$18K$10K$8K
Accounting feesLn 11c$26K$14K$12K
Investment management feesLn 11f$319K$319K
Other fees for servicesLn 11g$84K$46K$38K
Office expensesLn 13$10K$8K$2K
Information technologyLn 14$36K$29K$7K
OccupancyLn 16$24K$18K$6K
TravelLn 17$230$184$46
Conferences, conventions and meetingsLn 19$20K$15K$5K
Depreciation, depletion and amortizationLn 22$17K$17K
InsuranceLn 23$11K$8K$3K
Other expenses (24a–d)Ln 24$74K$68K$6K
All other expensesLn 24e$3K$1K$1K
Total functional expensesLn 25$4.0M$3.4M$587K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $8.4M$4.9M$3.5M$130.9M 990 PDF
FY2024 $4.0M$4.9M−$887K$122.6M 990 PDF
FY2023 $4.2M$3.9M$261K$112.6M 990 PDF
FY2022 Viewing $8.7M$4.0M$4.7M$104.7M 990 PDF
FY2021 $8.2M$4.1M$4.1M$124.3M 990 PDF
FY2020 $6.3M$3.9M$2.4M$100.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $8,684,501 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $8,243,983$8,684,501
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $8,243,983$8,684,501
I-13 Grants and similar amounts paidPrior year $2,977,350$2,735,250
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $572,012$593,346
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $583,741$641,743
I-18 Total expensesPrior year $4,133,103$3,970,339
I-19 Revenue less expensesPrior year $4,110,880$4,714,162
Part VI · Governance 18 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $8,684,501 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $1,755,115$1,755,115
VIII-7 Net gain or loss on sales of assetsExcluded from tax $6,929,386$6,929,386
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $8,684,501$8,684,501
Part IX · Statement of functional expenses $3,970,339 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $2,735,250$2,735,250
IX-5 Pay of current officers, directors and key staffPrograms $177,831 · Management $67,345$245,176
IX-7 Other salaries and wagesPrograms $185,648 · Management $70,306$255,954
IX-8 Pension plan contributionsPrograms $6,674 · Management $2,527$9,201
IX-9 Other employee benefitsPrograms $32,316 · Management $12,238$44,554
IX-10 Payroll taxesPrograms $27,896 · Management $10,565$38,461
IX-11b Legal feesPrograms $10,100 · Management $8,263$18,363
IX-11c Accounting feesPrograms $14,176 · Management $11,599$25,775
IX-11f Investment management feesManagement $319,010$319,010
IX-11g Other fees for servicesPrograms $46,350 · Management $37,922$84,272
IX-13 Office expensesPrograms $7,714 · Management $2,436$10,150
IX-14 Information technologyPrograms $28,599 · Management $7,150$35,749
IX-16 OccupancyPrograms $17,907 · Management $5,655$23,562
IX-17 TravelPrograms $184 · Management $46$230
IX-19 Conferences, conventions and meetingsPrograms $15,413 · Management $4,867$20,280
IX-22 Depreciation, depletion and amortizationManagement $17,497$17,497
IX-23 InsurancePrograms $8,070 · Management $2,548$10,618
IX-24 Other expenses (24a–d)Programs $68,091 · Management $5,629$73,720
IX-24e All other expensesPrograms $1,042 · Management $1,475$2,517
IX-25 Total functional expensesPrograms $3,383,261 · Management $587,078 · Fundraising $0$3,970,339
Part X · Balance sheet $105,621,222 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $447,620$300,266
X-9 Prepaid expenses and deferred chargesStart of year $18,638$60,759
X-10c Land, buildings and equipment, netStart of year $14,601$65,985
X-11 Publicly traded securitiesStart of year $120,819,107$99,734,597
X-12 Other securitiesStart of year $4,200,490$5,451,330
X-15 Other assetsStart of year $0$8,285
X-16 Total assetsStart of year $125,500,456$105,621,222
X-17 Accounts payable and accrued expensesStart of year $104,314$85,715
X-18 Grants payableStart of year $1,132,000$799,000
X-26 Total liabilitiesStart of year $1,236,314$884,715
X-27 Net assets without donor restrictionsStart of year $124,264,142$104,736,507
X-32 Total net assets or fund balancesStart of year $124,264,142$104,736,507
X-33 Total liabilities and net assetsStart of year $125,500,456$105,621,222
Part XI · Reconciliation of net assets $104,736,507 net assets at year end
XI-1 Total revenue$8,684,501
XI-2 Total expenses$3,970,339
XI-3 Revenue less expenses$4,714,162
XI-4 Net assets at start of year$124,264,142
XI-5 Net unrealized gains (losses) on investments−$24,241,797
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$104,736,507

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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