THE SOUTHERN TIER EDUCATION COUNCI… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

KIRT MORRIS

Phone

8146529528

Tax Period

2024-07-01 to 2025-06-30

THE SOUTHERN TIER EDUCATION COUNCIL INC, founded in 1999, is a community nonprofit in the Education sector that reported $1.2M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

PROMOTE HIGHER EDUCATION IN BEDFORD AND SOMERSET COUNTIES

Program Service Accomplishments

Program 1

Expenses: $1,211,446 Revenue: $1,213,825

THE COUNCIL SOLICITED AND RECEIVED PUBLIC FUNDS THAT WERE FORWARDED TO POST SECONDARY INSTITUIONS IN BEDFORD AND SOMERSET COUNTIES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,213,825

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,213,825

Expense Breakdown

Grants Paid $1,211,446

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,211,446

Other Expenses $2,379

TOTAL EXPENSES $1,213,825

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,213,825	$962,825	+0.3%
Expenses	$1,213,825	$962,825	+0.3%
Net Income	$0	$0	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Phillips	Director	1.00	Director	$0	$0	$0
Beth Manges	Director	1.00	Director	$0	$0	$0
Larry Williams	Director	1.00	Director	$0	$0	$0
Pamela Tokar-Ickes	Director	1.00	Director	$0	$0	$0
Tim Resh	Member at Large	1.00	Director	$0	$0	$0
Ken Warnick	Vice chair	1.00	Officer	$0	$0	$0
Kim Leonard	Member at Large	1.00	Director	$0	$0	$0
Larry Myers	President	3.00	Director	$0	$0	$0
Carol Shaulis	Secretary	1.00	Officer	$0	$0	$0
Kirt Morris	TREASURER	3.00	Officer	$0	$0	$0
Fred Rosemeyer	Director	1.00	Director	$0	$0	$0
Rob Colemam	Director	1.00	Director	$0	$0	$0
Leah Pepple	Member at Large	1.00	Director	$0	$0	$0
Dr Paul Ruhlman	Director	1.00	Director	$0	$0	$0
David Jones	Member at Large	1.00	Director	$0	$0	$0
Cheryl McInroy	Director	1.00	Director	$0	$0	$0
Deb Baughman	Director	1.00	Director	$0	$0	$0
Alyssa Foor	Member at Large	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,213,825	$1,213,825	$1,000	No data
2024	$962,825	$962,825	$58,649	No data
2023	$962,825	$962,825	$55,108	No data
2022	$850,000	$850,000	$50,760	No data
2021	$850,000	$850,000	$316,611	No data
2020	$850,000	$850,000	$800	No data
2019	$550,000	$550,000	$33,227	No data

THE SOUTHERN TIER EDUCATION COUNCIL INC