JEFFERSON EDUCATIONAL SOCIETY OF ERIE INC (EIN 263460486) - Form 990 Financial Analysis & Trantor Score

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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

2008

Legal Domicile

Principal Officer

FERKI FERATI

Phone

8144598000

Tax Period

2023-09-01 to 2024-08-31

JEFFERSON EDUCATIONAL SOCIETY OF ERIE INC, founded in 2008, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.5M in total revenue in fiscal year 2023.

Mission

THE MISSION OF THE JEFFERSON EDUCATIONAL SOCIETY OF ERIE IS TO PROMOTE CIVIC ENLIGHTENMENT AND COMMUNITY PROGRESS FOR THE ERIE REGION THROUGH STUDY, RESEARCH AND DISCUSSION. THE SOCIETY CONDUCTS PROGRAMS TO FURTHER THESE GOALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,284,985

Program Service Revenue $120,251

Investment Income $43,832

Other Revenue $21,492

TOTAL REVENUE $1,470,560

Expense Breakdown

Grants Paid $0

Salaries & Benefits $787,774

Fundraising Expenses $50,085

Program Expenses $1,234,582

Other Expenses $726,495

TOTAL EXPENSES $1,514,269

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,470,560	$1,417,396	+0.0%
Expenses	$1,514,269	$1,494,294	+0.0%
Net Income	$-43,709	$-76,898	-0.4%

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

Employees

Volunteers

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

$240,671

Total Directors

$240,671

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FERKI FERATI	PRESIDENT	40.00	Officer Director	$214,983	$25,688	$240,671
REV CHARLES BROCK	SECRETARY	1.00	Officer Director	$0	$0	$0
CHARLES M CARYL	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL GAMBILL	DIRECTOR	1.00	Director	$0	$0	$0
DR BAHER GHOSHEH	CHAIRMAN	3.00	Officer Director	$0	$0	$0
JOHNNY JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM KOEHLE	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY LAWSON	DIRECTOR	1.00	Director	$0	$0	$0
DALE MCBRIER	DIRECTOR	1.00	Director	$0	$0	$0
DR MAUREEN MCCLURE	DIRECTOR	1.00	Director	$0	$0	$0
DENISE ROBISON MULLEN	DIRECTOR	1.00	Director	$0	$0	$0
JUDITH LYNCH PHD	DIRECTOR	1.00	Director	$0	$0	$0
DORIS PINSKI	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE RAIMY	VICE CHAIRMA	1.00	Officer Director	$0	$0	$0
CHRISTINE RIEHL	DIRECTOR	1.00	Director	$0	$0	$0
DR ANDREW ROTH	DIRECTOR	1.00	Director	$0	$0	$0
JOYCE A SAVOCCHIO	DIRECTOR	1.00	Director	$0	$0	$0
ATTY MICHAEL SONGER	DIRECTOR	1.00	Director	$0	$0	$0
TIM SPAEDER	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY SZUMIGALE	DIRECTOR	1.00	Director	$0	$0	$0
TOM TUPITZA	DIRECTOR	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
2024	$1,470,560	$1,514,269	$3,526,062	$-43,709
2023	$1,417,396	$1,494,294	$3,720,934	$-76,898
2022	$1,379,158	$1,476,298	$3,558,245	$-97,140
2021	$840,694	$782,146	$3,963,661	$58,548
2021	$772,301	$782,146	$3,963,661	$-9,845
2020	$524,457	$994,779	$3,920,153	$-470,322
2019	$1,023,145	$910,244	$4,016,151	$112,901
2018	$1,464,098	$914,426	$4,183,155	$549,672
2018	$1,317,982	$914,426	$3,900,122	$403,556

JEFFERSON EDUCATIONAL SOCIETY OF ERIE INC