Nonprofit · EIN 23-2622009
JEFFEX INC
Tax-exempt · PHILADELPHIA, PA 19107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,124,440 | $17,351,206 | $773,234 | $6,600,998 | $21,756,756 | -$15,155,758 |
| June 30, 2024 | 990 | $9,473,063 | $10,233,629 | -$760,566 | $6,371,479 | $22,277,265 | -$15,905,786 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $18,124,440
- Investment income
- $0
- 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
- Legal fees
- $4,507
- Accounting fees
- $1,059
- Occupancy
- $71,310
- Travel
- $1,137
- Depreciation
- $33,876
- Program services (functional)
- $16,883,843
- Management and general (functional)
- $461,016
- Fundraising (functional)
- $6,347
Balance sheet and other
- Total assets, start of year
- $6,371,479
- Total assets, end of year
- $6,600,998
- Total liabilities, end of year
- $21,756,756
- Net assets, end of year
- -$15,155,758
- Land, buildings and equipment
- $213,834
- Net assets without donor restrictions
- -$15,155,758
- Gross receipts
- $18,124,440
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1990
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BRIAN G SWIFT PHARMD MBA | TRUSTEE Trustee or director | 55 | $0 | $400,879 | $61,219 |
| KRISTIN BARRETT ESQ | SECRETARY Officer | 55 | $0 | $376,706 | $70,616 |
| MARY BETH EDGER | VICE PRESIDENT - TRUSTEE Trustee or director, Officer | 55 | $0 | $377,349 | $66,903 |
| WALTER WYATT | TREASURER Officer | 55 | $0 | $425,765 | $17,203 |
| JOSEPH ANTON RN MSN | TRUSTEE Trustee or director | 55 | $0 | $372,588 | $55,961 |
| KEVIN KLEINSCHMIDTMBARNBSN | TRUSTEE Trustee or director | 55 | $0 | $191,951 | $28,102 |
| CHRISTOPHER CULLOM | TRUSTEE Trustee or director | 55 | $0 | $0 | $0 |
| DIXIEANNE P JAMES | CHAIR & PRESIDENT - TRUSTEE Trustee or director, Officer | 55 | $0 | $0 | $0 |
| ANDREW NATHANS | TREAS - TRUSTEE (TERM 1/2025) Trustee or director, Officer | 55 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARY BETH EDGER | VICE PRESIDENT - TRUSTEE Trustee or director, Officer | 55 | $0 | $547,795 | $63,875 |
| BRIAN G SWIFT PHARMD MBA | TRUSTEE Trustee or director | 55 | $0 | $398,665 | $61,572 |
| KRISTIN BARRETT ESQ | SECRETARY Officer | 55 | $0 | $371,880 | $66,463 |
| JOSEPH ANTON RN MSN | TRUSTEE Trustee or director | 55 | $0 | $328,904 | $51,054 |
| KEVIN KLEINSCHMIDTMBARNBSN | TRUSTEE Trustee or director | 55 | $0 | $177,257 | $28,789 |
| DIXIEANNE P JAMES | CHAIR & PRESIDENT - TRUSTEE Trustee or director, Officer | 55 | $0 | $0 | $0 |
| ANDREW NATHANS | TREASURER - TRUSTEE Trustee or director, Officer | 55 | $0 | $0 | $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)
- DIXIEANNE P JAMES, 1101 MARKET ST STE 2004, PHILADELPHIA, PA 19107
- Signed the 990
- MICHAEL HARRINGTON, EVP/CFO
- Phone
- (215) 503-8958
- Website
- WWW.JEFFERSONHEALTH.ORG
- Return prepared by
- WithumSmithBrown PC
Mission
JEFFEX, INC. PROVIDES MANAGEMENT SERVICES TO VARIOUS OTHER AFFILIATED ORGANIZATIONS FORMED FOR THE PROVISION OF HEALTHCARE SERVICES. JEFFEX, INC. WILL CONTINUE TO PROVIDE THESE MANAGEMENT SERVICES, AS WELL AS PROVIDE RETAIL PHARMACY SERVICES TO THE EMPLOYEES AND PATIENTS OF THOMAS JEFFERSON UNIVERSITY AND ITS SUBSIDIARIES.
Program accomplishments
- EXPENSES INCURRED IN PROVIDING MANAGEMENT SERVICES TO VARIOUS OTHER AFFILIATED ORGANIZATIONS FORMED FOR THE PROVISION OF HEALTHCARE SERVICES. JEFFEX, INC. WILL CONTINUE TO PROVIDE THESE MANAGEMENT SERVICES, AS WELL AS PROVIDE RETAIL PHARMACY SERVICES TO THE EMPLOYEES AND PATIENTS OF THOMAS JEFFERSON UNIVERSITY AND ITS AFFILIATES.Expenses $16,883,843 · revenue $18,124,440
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
- 23-2622009
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E210)
- Assets (IRS master file)
- $6,600,998
- Income (IRS master file)
- $18,124,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,124,440 | $17,351,206 | $6,600,998 | IRS |
| 990 | June 2024 | $9,473,063 | $10,233,629 | $6,371,479 | IRS |
| 990 | June 2023 | $8,207,835 | $8,482,430 | $4,803,039 | IRS |
| 990 | June 2022 | $9,229,816 | $11,007,371 | $3,845,866 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about JEFFEX INC
- What is the EIN of JEFFEX INC?
- The employer identification number (EIN) of JEFFEX INC is 23-2622009.
- Is JEFFEX INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JEFFEX INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JEFFEX INC 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 JEFFEX INC 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 JEFFEX INC 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 JEFFEX INC?
- The 990 for the year ended June 30, 2025 names DIXIEANNE P JAMES.
- Who are the officers and directors of JEFFEX INC?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does JEFFEX INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,124,440, expenses of $17,351,206 and total assets of $6,600,998 at year end.
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