Jillian a Metcalf Charitable Foundation

Nonprofit profile at a glance

EIN
882932810
IRS 990-EZ coverage
2022–2025
Forms available
Form 990-EZ 2025
Location
Brightwaters, NY, USA
Phone
6315838784
Rating
34
Verdict
REVIEW
Rating confidence
Moderate
Sector
Student Services, Organizations of Students

Reported finances

Revenue
$3,482
Expenses
$0
Assets
$141,766
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • SAM WOOD SR (PRESIDENT)

People named in this filing

  • SAM WOOD SR (PRESIDENT)
  • SHANNON METCALF (OFFICER)
  • BRITTANY METCALF (OFFICER)

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

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The corporation mission is to provide financial support to nursing students and their families, to assist them with educational, housing, medical and other incidental expenses, for medical treatments.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
No current program activity. The filing reports no program spending for the current year.

The verdict

REVIEW - The filed numbers largely add up. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 0
  • Transparency & Controls: 82
  • Sustainability: 8
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 0%; rating input score 0
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: Limited
  • Total-asset coverage ratio: Limited
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: -120% per year; rating input score 0; 2nd percentile among comparable filings
  • Revenue growth: -90.9% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 7.8% per year; rating input score 100; 65th percentile among comparable filings

Details

  • Where the money goes: 0% of revenue deployed
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 7 of 7 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 4 filing years from 2022 to 2025
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Mission deployment rate scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.