Anna T Jeanes Foundation

Nonprofit profile at a glance

EIN
232203406
IRS 990 coverage
2012–2024
Forms available
Form 990 2024
Location
Philadelphia, PA, USA
Phone
2157078579
Rating
82
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Health Systems

Official website

Reported finances

Revenue
$142,497
Expenses
$117,854
Assets
$3,963,116
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

15 people listed

People named in this filing

  • Martin Ogletree (Chair)
  • James Fitzgerald (Vice Chair (until 08/2024))
  • Joseph Evans Jr (Treasurer)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

In keeping with the legacy and informed by the Quaker values of Jeanes Hospital's founder and benefactor, Anna T Jeanes, the ATJF supports Temple University Hospital - Jeanes Campus and its surrounding community with grants that address social determinants of health, enhance wellness, and promote compassionate care. ATJF independently monitors Temple University Health System's compliance with Anna T Jeanes' will, sustaining a culture that reflects Quaker beliefs, affirming the spirit in each person that creates a common bond among us all.

What it reported doing in 2024

Anna T. Jeanes Foundation funded TUH-Jeanes Campus's community grants for support of not-for-profit agencies addressing social determinants of health in the area around the TUH-Jeanes campus. Anna T. Jeanes Foundation sponsored TUH-Jeanes Campus's Community Classroom Outreach Program with funds for advertising and promotion, printing and design, refreshments, incentives for participants, and other costs. Anna T. Jeanes Foundation made scholarship money available to current TUH-Jeanes Campus employees who wish to pursue advanced nursing or allied health education. The grants are given by the Anna T. Jeanes Foundation to TUH-Jeanes Campus who then send the funds to the Universities or Colleges on behalf of the recipients, once the employees present proof of attendance and invoices to TUH-Jeanes Campus. These grants are made in celebration of Nurse's Day and Hospital Week.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 74
  • Transparency & Controls: 93
  • Accountability: 76
  • Sustainability: 80
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 77.4%; rating input score 77
  • Program expense ratio: 93.6%; rating input score 94
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 17.3%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 33.63; rating input score 98; 98th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 80; 80th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 1.7% per year; rating input score 100; 38th percentile among comparable filings
  • Revenue growth: 5.8% per year; rating input score 100; 57th percentile among comparable filings
  • Asset growth: 2.9% per year; rating input score 100; 38th percentile among comparable filings

Details

  • Where the money goes: 77.4% of revenue deployed · 93.6% of spending went to programs
  • Governance: 13 of 13 board members independent · 3 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $110K in reported program spending
  • Leadership: top reported pay $0 · 15 people listed
  • Consistency: 14 of 14 current checks pass
  • Schedules: 5 filed schedules · includes grants
  • Filing history: 8 filing years from 2012 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 4 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.