Jefferson Health

Legal name: Jefferson Health Corporation F/k/a Albert Einstein Healthcare Network

Nonprofit profile at a glance

EIN
232290323
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2020
Location
Philadelphia, PA, US
Phone
1-800-JEFF-NOW
Rating
72
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Fund Raising and/or Fund Distribution

Official website

Reported finances

Revenue
$27,406,437
Expenses
$61,050,731
Assets
$331,609,966
Liabilities
$84,416,776

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

Leadership & pay

10 people listed

Executive titles in this filing

  • BALIGH R YEHIA MDMPPMSC (PRESIDENT - TRUSTEE)
  • DIXIEANNE P JAMES (PresIDENT OF CENTRAL REGION)

People named in this filing

  • Joseph G CacchioneMDFACC (CHAIR - TRUSTEE)
  • THOMAS J MARCHOZZI MBA CPA (TREASURER - TRST. (EFF 2/2025))
  • BRIAN A NESTER DO MBA (TRUSTEE)

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

Improving the well-being of our community through health education, health promotion, and building sustainable partnerships.

What it reported doing in 2024

Jefferson health corporation (f/k/a albert einstein healthcare network) provides health education; health promotion and fundraising activities; conducts health system wide planning; establishes overall goals; and oversees fund management. The entity also provides administrative and general services for which its related member organizations pay a management fee.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and fundraising costs are high for each dollar raised.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 83
  • Accountability: 42
  • Sustainability: 43
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 99.3%; rating input score 99
  • Fundraising efficiency: $0 raised per $1 spent on fundraising; rating input score 0; 0th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 6th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: No; rating input score 0

Accountability

  • Independent voting board: 0%; rating input score 0; 3rd percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • 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: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -122.8%; rating input score 0; 0th percentile among comparable filings
  • Total-asset coverage ratio: 5.43; rating input score 86; 86th percentile among comparable filings
  • Liabilities to assets ratio: 0.25; rating input score 51; 51st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 96; 96th percentile among comparable filings

Growth

  • Program expense growth: -7.5% per year; rating input score 0; 2nd percentile among comparable filings
  • Revenue growth: -6% per year; rating input score 0; 2nd percentile among comparable filings
  • Asset growth: 1.1% per year; rating input score 100; 14th percentile among comparable filings

Details

  • What they do: 1 programs and campaigns described on the official site
  • Where the money goes: 100% of revenue deployed · 99.3% of spending went to programs
  • Governance: 0 of 4 board members independent · 7 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $60.6M in reported program spending
  • Leadership: top reported pay $0 · 10 people listed
  • Highest-paid contractors: 5 contractors listed · $9.3M reported
  • Consistency: 25 of 26 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Related organizations: 114 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.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 0/100.
  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • High — Sustainability: Operating margin scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 51/100.