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Johns Hopkins Hospital Endowment Fund Incorporated

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$14.1M (2023)

Expenses
$34.4M (2023)

Total Assets
$839M (2023)

Total Liabilities
$39.3M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,116,075
Expenses
$34,422,033
Net Income
-$20,305,958
Net Assets
$799,248,314
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,633,491
11.6%
Program Services $0
Investment Income $9,394,406
66.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,462,851
17.4%
Net Inventory Sales $0
Other Revenue $625,327
4.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $838,505,515
Total Liabilities $39,257,201
Net Assets $799,248,314
Compensation
Key Employees and Officers Compensation Related Other
Kevin W Sowers Msn Rn Faan (Trustee, Ex Officio) $0 $0 $0
Philip A Clough (Trustee) $0 $0 $0
Theodore Deweese Md (Trustee/Ex Officio) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Traci S Lerner (Chairman/ President) $0 $0 $0
George L Bunting Jr (Vice Chairman/Trustee) $0 $0 $0
Mayo A Shattuck Iii (Trustee/Ex Officio) $0 $0 $0
Ina R Drew (Trustee) $0 $0 $0
Gregory P Miller (Asst. Treasurer& Asst. Sec) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,354,218
Expenses
$25,989,458
Net Income
-$13,635,240
Net Assets
$795,236,491
Notable Sources of Revenue Percent of Total Revenue
Contributions $707,931
5.7%
Program Services $0
Investment Income $8,849,120
71.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,414,443
19.5%
Net Inventory Sales $0
Other Revenue $382,724
3.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $834,491,432
Total Liabilities $39,254,941
Net Assets $795,236,491
Compensation
Key Employees and Officers Compensation Related Other
Kevin W Sowers Msn Rn Faan (Trustee, Ex Officio) $0 $0 $0
Philip A Clough (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Traci S Lerner (Chairman/ President) $0 $0 $0
George L Bunting Jr (Vice Chairman/Trustee) $0 $0 $0
William E Conway Jr (Trustee) $0 $0 $0
Ina R Drew (Trustee) $0 $0 $0
Gregory P Miller (Asst. Treasurer& Asst. Secretary) $0 $0 $0
Thomas B Trzcinski (Treasurer& Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,517,489
Expenses
$22,360,482
Net Income
-$11,842,993
Net Assets
$927,665,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $502,498
4.8%
Program Services $0
Investment Income $8,179,951
77.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,610,040
15.3%
Net Inventory Sales $0
Other Revenue $225,000
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $971,476,949
Total Liabilities $43,811,470
Net Assets $927,665,479
Compensation
Key Employees and Officers Compensation Related Other
Kevin W Sowers Msn Rn Faan (Trustee, Ex Officio) $0 $0 $0
Philip A Clough (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Traci S Lerner (Chairman/ President) $0 $0 $0
George L Bunting Jr (Vice Chairman/Trustee) $0 $0 $0
William E Conway Jr (Trustee) $0 $0 $0
Ina R Drew (Trustee) $0 $0 $0
Gregory P Miller (Assistant Treasurer & Assi) $0 $0 $0
Thomas B Trzcinski (Treasurer & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,088,977
Expenses
$27,343,738
Net Income
-$16,254,761
Net Assets
$711,264,449
Notable Sources of Revenue Percent of Total Revenue
Contributions $504,897
4.6%
Program Services $0
Investment Income $8,026,861
72.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,197,219
19.8%
Net Inventory Sales $0
Other Revenue $360,000
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $745,035,781
Total Liabilities $33,771,332
Net Assets $711,264,449
Compensation
Key Employees and Officers Compensation Related Other
Kevin W Sowers Msn Rn Faan (Trustee, Ex Officio) $0 $0 $0
David C Hodgson (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Traci S Lerner (Chairman/ President) $0 $0 $0
Charles H Salisbury Jr (Trustee) $0 $0 $0
Francis C Rienhoff (Trustee) $0 $0 $0
George L Bunting Jr (Vice Chairman/Trustee) $0 $0 $0
Gregory P Miller (Assistant Treasurer & Assi) $0 $0 $0
Thomas B Trzcinski (Treasurer & Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,858,179
Expenses
$26,627,328
Net Income
-$13,769,149
Net Assets
$715,229,702
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,074,226
16.1%
Program Services $0
Investment Income $7,766,478
60.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,276,292
17.7%
Net Inventory Sales $0
Other Revenue $741,183
5.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $750,031,940
Total Liabilities $34,802,238
Net Assets $715,229,702
Compensation
Key Employees and Officers Compensation Related Other
George L Bunting Jr (Trustee) $0 $0 $0
Frank A Bonsal Jr (Trustee) $0 $0 $0
Francis C Rienhoff (Trustee) $0 $0 $0
Charles H Salisbury Jr (Trustee) $0 $0 $0
Traci S Lerner (Chairman/ President) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
David C Hodgson (Trustee) $0 $0 $0
Kevin W Sowers Msn Rn Faan (Trustee, Ex Officio) $0 $0 $0
Phillip A Clough (Trustee) $0 $0 $0
Ronald Peterson (Trustee) $0 $0 $0
Robert Kasdin (Vice President) $0 $0 $0
Thomas B Trzcinski (Treasurer & Secretary) $0 $0 $0
Gregory P Miller (Assistant Treasurer & Assi) $0 $0 $0

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,067,856
Expenses
$29,849,621
Net Income
-$15,781,765
Net Assets
$706,310,459
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,615,950
25.7%
Program Services $0
Investment Income $7,872,369
56.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,732,691
12.3%
Net Inventory Sales $0
Other Revenue $846,846
6.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $749,996,214
Total Liabilities $43,685,755
Net Assets $706,310,459
Compensation
Key Employees and Officers Compensation Related Other
Ronald R Peterson (Trustee, Ex Officio) $0 $0 $0
George L Bunting Jr (Chairman/President) $0 $0 $0
Frank A Bonsal Jr (Trustee) $0 $0 $0
Francis C Rienhoff (Trustee) $0 $0 $0
Charles H Salisbury Jr (Trustee) $0 $0 $0
Traci S Lerner (Trustee, Vice Chairman) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
David C Hodgson (Trustee) $0 $0 $0
Kevin W Sowers Msn Rn Faan (Trustee, Ex Officio) $0 $0 $0
Ronald J Werthman (Vice President) $0 $0 $0
Thomas B Trzcinski (Treasurer & Secretary) $0 $0 $0
Gregory P Miller (Assistant Treasurer & Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,153,638
Expenses
$25,611,019
Net Income
-$13,457,381
Net Assets
$678,519,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,080,584
17.1%
Program Services $0
Investment Income $8,086,128
66.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,417,604
28.1%
Net Inventory Sales $0
Other Revenue -$1,430,678
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $718,583,710
Total Liabilities $40,064,189
Net Assets $678,519,521
Compensation
Key Employees and Officers Compensation Related Other
Ronald R Peterson (Trustee, Ex Officio, Vice) $0 $0 $0
George L Bunting Jr (Chairman/President) $0 $0 $0
Edward L Cahill (Trustee) $0 $0 $0
Frank A Bonsal Jr (Trustee) $0 $0 $0
Francis C Rienhoff (Trustee) $0 $0 $0
Charles H Salisbury Jr (Vice Chairman) $0 $0 $0
Calman J Zamoiski Jr (Trustee) $0 $0 $0
Traci S Lerner (Trustee) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
David C Hodgson (Trustee) $0 $0 $0
Ronald J Werthman (Senior Vp Finance & Treasu) $0 $0 $0
Thomas B Trzcinski (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$15,448,314
Expenses
$28,837,214
Net Income
-$44,285,528
Net Assets
$631,667,854
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,924,211
Program Services $0
Investment Income $7,900,490
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$27,893,948
Net Inventory Sales $0
Other Revenue $620,933
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $673,278,741
Total Liabilities $41,610,887
Net Assets $631,667,854
Compensation
Key Employees and Officers Compensation Related Other
Ronald R Peterson (Trustee, Ex Officio, Vice) $0 $0 $0
George L Bunting Jr (Chairman/President) $0 $0 $0
Edward L Cahill (Trustee) $0 $0 $0
Frank A Bonsal Jr (Trustee) $0 $0 $0
Francis C Rienhoff (Trustee) $0 $0 $0
Charles H Salisbury Jr (Vice Chairman) $0 $0 $0
Calman J Zamoiski Jr (Trustee) $0 $0 $0
Traci S Lerner (Trustee) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
David C Hodgson (Trustee) $0 $0 $0
Ronald J Werthman (Senior Vp Finance & Treasu) $0 $0 $0
Thomas B Trzcinski (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,308,553
Expenses
$24,858,437
Net Income
-$18,549,884
Net Assets
$661,480,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,902,537
61.9%
Program Services $0
Investment Income $20,257,068
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$18,455,225
Net Inventory Sales $0
Other Revenue $604,173
9.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $706,684,518
Total Liabilities $45,203,693
Net Assets $661,480,825
Compensation
Key Employees and Officers Compensation Related Other
Ronald R Peterson (Trustee, Ex Officio, Vice) $0 $0 $0
George L Bunting Jr (Chairman/President) $0 $0 $0
Edward L Cahill (Trustee) $0 $0 $0
Frank A Bonsal Jr (Trustee) $0 $0 $0
Francis C Rienhoff (Trustee) $0 $0 $0
Charles H Salisbury Jr (Vice Chairman) $0 $0 $0
Calman J Zamoiski Jr (Trustee) $0 $0 $0
Traci S Lerner (Trustee) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
David C Hodgson (Trustee) $0 $0 $0
Ronald J Werthman (Senior Vp Finance & Treasu) $0 $0 $0
Thomas B Trzcinski (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,295,798
Expenses
$24,332,095
Net Income
-$12,036,297
Net Assets
$676,862,508
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,869,572
23.3%
Program Services $0
Investment Income $23,903,044
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$15,084,400
Net Inventory Sales $0
Other Revenue $607,582
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $721,205,963
Total Liabilities $44,343,455
Net Assets $676,862,508
Compensation
Key Employees and Officers Compensation Related Other
Ronald R Peterson (Trustee, Ex Officio, Vice President) $0 $0 $0
George L Bunting Jr (Chairman/President) $0 $0 $0
Edward L Cahill (Trustee) $0 $0 $0
Frank A Bonsal Jr (Trustee) $0 $0 $0
Francis C Rienhoff (Trustee) $0 $0 $0
Charles H Salisbury Jr (Vice Chairman) $0 $0 $0
Calman J Zamoiski Jr (Trustee) $0 $0 $0
Traci S Lerner (Trustee) $0 $0 $0
Christopher W Kersey Md (Trustee) $0 $0 $0
C Michael Armstrong (Trustee) $0 $0 $0
Paul B Rothman Md (Trustee/Ex Officio) $0 $0 $0
David C Hodgson (Trustee) $0 $0 $0
Ronald J Werthman (Senior Vp Finance & Treasu) $0 $0 $0
Stuart Erdman (Assist Treas & Sec.) $0 $0 $0
Thomas B Trzcinski (Assistant Secretary) $0 $0 $0

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,554,636
Expenses
$19,089,757
Net Income
-$8,535,121
Net Assets
$605,168,906
Notable Sources of Revenue Percent of Total Revenue
Contributions $3,475,072
32.9%
Program Services $0
Investment Income $21,505,303
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$14,909,244
Net Inventory Sales $0
Other Revenue $483,505
4.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $644,386,644
Total Liabilities $39,217,738
Net Assets $605,168,906

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,682,788
Expenses
$27,015,782
Net Income
-$2,332,994
Net Assets
$554,411,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $17,386,648
70.4%
Program Services $0
Investment Income $21,502,334
87.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$14,595,997
Net Inventory Sales $0
Other Revenue $389,803
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $594,064,987
Total Liabilities $39,653,118
Net Assets $554,411,869

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,716,395
Expenses
$20,242,571
Net Income
$7,473,824
Net Assets
$556,530,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $19,293,964
69.6%
Program Services $0
Investment Income $21,426,045
77.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$13,581,218
Net Inventory Sales $0
Other Revenue $577,604
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $597,550,037
Total Liabilities $41,019,757
Net Assets $556,530,280

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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