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

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$334K 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

FY2023 · 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
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$334K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
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
$1.3M
1% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
19
of 19 voting members
Looks good: 19 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
$4.2M
-52% vs prior year
Spent
$3.9M
To programs
87%
Net assets
$112.6M
By yearFY2020–FY2025
Revenue
$4.2M
FY2023▼ -52%
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
$3.9M
FY2023▼ -0.8%
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
$112.6M
FY2023▲ +8%
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 FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 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

87 cents of each dollar spent went to programs.

Program services 87% · $3.4M Management & general 13% · $496K

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

23 people listed on the 990; $334K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Chief Executive Officer (until 9/22)
$158,684Pt VII · Sec A
Dirgrantmaking & Strategy
$103,224Pt VII · Sec A
Chief Executive Officer (as of 9/22)
$47,106Pt VII · Sec A
Former President
$25,000Pt 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 · $1.9M · in their own filed words · FY2022
01

In support of the recognized community health need to improve health and wellness, the foundation made the following grants: - the mon valley initiative, operating support to address social determinants of health:provide general operational support to strengthen mvi's ability to offer healthy opportunities and address the social…

$970Kprogram expense
02

In support of the recognized community health need to increase child and family outcomes, the foundation made the following grants:- melting pot ministries, youth and family support:support positive development for youth and their caregivers in south park, baldwin-whitehall, and bethel park by providing afterschool and summer programming…

$551Kprogram expense
03

In support of the recognized community health need to strengthen the workforce, the foundation made grants totaling $175,000 as follows:- 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…

$395Kprogram 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$4.2M
Ln 12
Investment incomeLn 3$4.2M
Money outPt IX
$3.9M
Ln 25
Programscol B$3.4M
Managementcol C$496K
Owns and owesPt X
$112.6M
net assets · Ln 32
Cash and savingsLn 1–2$614K
Total assetsLn 16$114.0M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
23
listed · VII A
PaidVII A4
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$4.2M
Gains on assetsLn 7$2.1M
Total revenueLn 12$4.2M
Assets in detailPt X, end of year
SavingsLn 2$614K
Cash and savings togetherLn 1–2$614K
InvestmentsLn 11–13$112.4M
Land, buildings, equipmentLn 10c$119K
Other assetsLn 15$798K
Total assetsLn 16$114.0M
LiabilitiesLn 26$1.3M
Net assetsLn 32$112.6M
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 FY23End FY23
Cash and savingsLn 1–2$300K$614K
InvestmentsLn 11–13$105.2M$112.4M
Land, buildings, equipmentLn 10c$66K$119K
Total assetsLn 16$105.6M$114.0M
LiabilitiesLn 26$885K$1.3M
Net assetsLn 32$104.7M$112.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.6M$2.6M
Pay of current officers, directors and key staffLn 5$151K$98K$53K
Other salaries and wagesLn 7$348K$285K$63K
Pension plan contributionsLn 8$14K$11K$3K
Other employee benefitsLn 9$69K$55K$14K
Payroll taxesLn 10$37K$28K$8K
Legal feesLn 11b$19K$10K$9K
Accounting feesLn 11c$29K$16K$13K
Investment management feesLn 11f$217K$217K
Other fees for servicesLn 11g$73K$40K$33K
Office expensesLn 13$43K$33K$10K
Information technologyLn 14$47K$38K$9K
OccupancyLn 16$99K$76K$24K
TravelLn 17$374$299$75
Conferences, conventions and meetingsLn 19$26K$20K$6K
Depreciation, depletion and amortizationLn 22$21K$21K
InsuranceLn 23$10K$8K$2K
Other expenses (24a–d)Ln 24$103K$95K$8K
All other expensesLn 24e$2K$1K$1K
Total functional expensesLn 25$3.9M$3.4M$496K$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 Viewing $4.2M$3.9M$261K$112.6M 990 PDF
FY2022 $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 FY2023 990 (6 parts)
Part I · Summary $4,200,971 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 $8,684,501$4,200,971
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $8,684,501$4,200,971
I-13 Grants and similar amounts paidPrior year $2,735,250$2,630,250
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $593,346$619,182
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $641,743$690,715
I-18 Total expensesPrior year $3,970,339$3,940,147
I-19 Revenue less expensesPrior year $4,714,162$260,824
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
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 $4,200,971 across 3 lines filed
VIII-3 Investment incomeExcluded from tax $2,073,385$2,073,385
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,127,586$2,127,586
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $4,200,971$4,200,971
Part IX · Statement of functional expenses $3,940,147 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $2,630,250$2,630,250
IX-5 Pay of current officers, directors and key staffPrograms $98,094 · Management $53,089$151,183
IX-7 Other salaries and wagesPrograms $285,177 · Management $63,178$348,355
IX-8 Pension plan contributionsPrograms $11,042 · Management $2,538$13,580
IX-9 Other employee benefitsPrograms $54,906 · Management $14,320$69,226
IX-10 Payroll taxesPrograms $28,417 · Management $8,421$36,838
IX-11b Legal feesPrograms $10,458 · Management $8,557$19,015
IX-11c Accounting feesPrograms $15,920 · Management $13,026$28,946
IX-11f Investment management feesManagement $217,200$217,200
IX-11g Other fees for servicesPrograms $40,389 · Management $33,045$73,434
IX-13 Office expensesPrograms $32,973 · Management $10,412$43,385
IX-14 Information technologyPrograms $37,821 · Management $9,455$47,276
IX-16 OccupancyPrograms $75,555 · Management $23,859$99,414
IX-17 TravelPrograms $299 · Management $75$374
IX-19 Conferences, conventions and meetingsPrograms $19,721 · Management $6,228$25,949
IX-22 Depreciation, depletion and amortizationManagement $21,096$21,096
IX-23 InsurancePrograms $7,569 · Management $2,390$9,959
IX-24 Other expenses (24a–d)Programs $94,980 · Management $7,549$102,529
IX-24e All other expensesPrograms $1,073 · Management $1,065$2,138
IX-25 Total functional expensesPrograms $3,444,644 · Management $495,503 · Fundraising $0$3,940,147
Part X · Balance sheet $113,953,732 assets, 14 lines filed
X-2 Savings and temporary cash investmentsStart of year $300,266$614,099
X-9 Prepaid expenses and deferred chargesStart of year $60,759$32,772
X-10c Land, buildings and equipment, netStart of year $65,985$119,366
X-11 Publicly traded securitiesStart of year $99,734,597$107,116,794
X-12 Other securitiesStart of year $5,451,330$5,273,180
X-15 Other assetsStart of year $8,285$797,521
X-16 Total assetsStart of year $105,621,222$113,953,732
X-17 Accounts payable and accrued expensesStart of year $85,715$56,327
X-18 Grants payableStart of year $799,000$459,000
X-25 Other liabilitiesStart of year $0$789,236
X-26 Total liabilitiesStart of year $884,715$1,304,563
X-27 Net assets without donor restrictionsStart of year $104,736,507$112,649,169
X-32 Total net assets or fund balancesStart of year $104,736,507$112,649,169
X-33 Total liabilities and net assetsStart of year $105,621,222$113,953,732
Part XI · Reconciliation of net assets $112,649,169 net assets at year end
XI-1 Total revenue$4,200,971
XI-2 Total expenses$3,940,147
XI-3 Revenue less expenses$260,824
XI-4 Net assets at start of year$104,736,507
XI-5 Net unrealized gains (losses) on investments$7,651,838
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$112,649,169

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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