Nonprofit · EIN 22-2456265
MONTGOMERY HEALTH FOUNDATION
Tax-exempt · PHILADELPHIA, PA 19107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $462,814 | $4,591 | $458,223 | $4,843,934 | $3,928 | $4,840,006 |
| June 30, 2024 | 990 | $72,864 | $6,029 | $66,835 | $4,497,379 | $36,138 | $4,461,241 |
| June 30, 2023 | 990 | $65,017 | $6,020 | $58,997 | $4,185,027 | $30,108 | $4,154,919 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $462,814
- Net gain from sales of assets
- $439,084
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $4,591
Balance sheet and other
- Total assets, start of year
- $4,497,379
- Total assets, end of year
- $4,843,934
- Total liabilities, end of year
- $3,928
- Net assets, end of year
- $4,840,006
- Net assets without donor restrictions
- $4,372,441
- Net assets with donor restrictions
- $467,565
- Gross receipts
- $462,814
- Employees
- 0
- Volunteers
- 2
- Year formed
- 1983
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS I GANTMAN ESQ | CHAIR - TRUSTEE Trustee or director, Officer | 5 | $0 |
| STEVEN BERK ESQ | VICE CHAIR - TRUSTEE Trustee or director, Officer | 5 | $0 |
| BRIAN SWEENEY RN MBA FACHE | PRESIDENT - TRUSTEE Trustee or director, Officer | 55 | $0 |
| CRISTINA G CAVALIERI ESQ | SECRETARY Officer | 60 | $0 |
| THOMAS J MARCHOZZI MBA CPA | TREASURER (EFF 2/2025) Officer | 60 | $0 |
| JOHN P MORDACH | TREASURER (TERM 2/2025) Officer | 60 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS I GANTMAN ESQ | CHAIR - TRUSTEE Trustee or director, Officer | 5 | $0 |
| STEVEN BERK ESQ | VICE CHAIR - TRUSTEE Trustee or director, Officer | 5 | $0 |
| BRIAN SWEENEY RN MBA FACHE | PRESIDENT - TRUSTEE Trustee or director, Officer | 55 | $0 |
| CRISTINA G CAVALIERI ESQ | SECRETARY Officer | 60 | $0 |
| JOHN P MORDACH | TREASURER Officer | 60 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS I GANTMAN | CHAIR - TRUSTEE Trustee or director, Officer | 5 | $0 |
| STEVEN BERK ESQ | VICE CHAIR - TRUSTEE Trustee or director, Officer | 5 | $0 |
| LAWRENCE S REICHLIN | CHAIR - TRUSTEE (TERM) Trustee or director, Officer | 5 | $0 |
| KENNETH D LEVITAN | TRUSTEE - PRES. (TERM 3/23) Trustee or director, Officer | 55 | $0 |
| CRISTINA G CAVALIERI ESQ | SECRETARY Officer | 60 | $0 |
| JOHN P MURDOCH | TREASURER Officer | 60 | $0 |
| PENNY J REZET ESQ | SECRETARY (TERM 4/23) Officer | 55 | $0 |
| GERARD F BLANEY | TREASURER (TERM 9/22) Officer | 55 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 MARKET STREET SUITE 2004, PHILADELPHIA, PA 19107-2934
- In care of
- % RONALD C KELLER CPA
- Principal officer (990 for 2024)
- BRIAN SWEENEY RN MBA FACHE, 1101 MARKET ST STE 2004, PHILADELPHIA, PA 19107
- Signed the 990
- MICHAEL HARRINGTON, EVP/CFO
- Phone
- (215) 456-7491
- Website
- WWW.JEFFERSONHEALTH.ORG
- Return prepared by
- WithumSmithBrown PC
Mission
THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES AND TAX-EXEMPT ACTIVITIES OF MONTGOMERY HOSPITAL; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.
Program accomplishments
- EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES AND TAX-EXEMPT ACTIVITIES OF MONTGOMERY HOSPITAL; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION.Expenses $4,591
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2456265
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1983
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H119)
- Assets (IRS master file)
- $4,843,934
- Income (IRS master file)
- $462,814
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $462,814 | $4,591 | $4,843,934 | IRS |
| 990 | June 2024 | $72,864 | $6,029 | $4,497,379 | IRS |
| 990 | June 2023 | $65,017 | $6,020 | $4,185,027 | XML |
| 990 | June 2022 | $1,415,215 | $5,606,611 | $3,855,237 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2456265).
Questions about MONTGOMERY HEALTH FOUNDATION
- What is the EIN of MONTGOMERY HEALTH FOUNDATION?
- The employer identification number (EIN) of MONTGOMERY HEALTH FOUNDATION is 22-2456265.
- Is MONTGOMERY HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to MONTGOMERY HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MONTGOMERY HEALTH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTGOMERY HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTGOMERY HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTGOMERY HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names BRIAN SWEENEY RN MBA FACHE.
- Who are the officers and directors of MONTGOMERY HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERY HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $462,814, expenses of $4,591 and total assets of $4,843,934 at year end.
Other nonprofits in PHILADELPHIA
- AMERICAN ASSOCIATION FOR CANCER RESEARCH EIN 23-6251648 · last filed 990 for 2025
- INSTITUTE FOR CANCER RESEARCH EIN 23-6296135 · last filed 990 for 2025
- THE WISTAR INSTITUTE OF ANATOMY AND BIOLOGY EIN 23-6434390 · last filed 990 for 2025
- PHILADELPHIA FIGHT EIN 23-2625934 · last filed 990 for 2025
- EVERY CURE INC EIN 92-0240717 · last filed 990 for 2025
- WILLS EYE OPHTHALMOLOGY CLINIC INC EIN 23-3065896 · last filed 990 for 2025
- MONELL CHEMICAL SENSES CENTER EIN 23-2020897 · last filed 990 for 2025
- COALITION OF CANCER COOPERATIVE GROUPS EIN 23-2935628 · last filed 990 for 2025
All nonprofits in PHILADELPHIA · Pennsylvania · Medical research