CONGRESSIONAL EDUCATION FOUNDATION C/O SHEPHERD UNIVERSITY FOUNDATION (EIN 521881508) - 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

1994

Legal Domicile

Principal Officer

SHERRI JANELLE

Phone

3048765391

Tax Period

2024-01-01 to 2024-12-31

CONGRESSIONAL EDUCATION FOUNDATION C/O SHEPHERD UNIVERSITY FOUNDATION, founded in 1994, is a micro nonprofit in the Education sector that reported $94K in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $201K exceeded revenue, resulting in a 114% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION IS TO EDUCATE AND PROMOTE AN UNDERSTANDING OF THE CONSTITUTIONAL ROLE AND FUNCTION OF THE LEGISLATIVE BRANCH OF THE UNITED STATES OF AMERICA GOVERNMENT.

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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 $95,970

Program Service Revenue $0

Investment Income $4,226

Other Revenue $-6,528

TOTAL REVENUE $93,668

Expense Breakdown

Grants Paid $41,000

Salaries & Benefits $59,207

Fundraising Expenses $0

Program Expenses $138,304

Other Expenses $100,540

TOTAL EXPENSES $200,747

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,668	$114,580	-0.2%
Expenses	$200,747	$197,973	+0.0%
Net Income	$-107,079	$-83,393	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAYMOND W SMOCK	EXECUTIVE DI	40.00	Officer	$0	$0	$0
SHERRI JANELLE	EXEC VP - SU	2.00	Officer	$0	$0	$0
WALTER J STEWART	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ERIK FATEMI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DIONNE M DAVIES	SECRETARY	2.00	Officer Director	$0	$0	$0
KAREN RICE	TREASURER	2.00	Officer Director	$0	$0	$0
MARIANNE ALEXANDER	MEMBER	2.00	Director	$0	$0	$0
MARY ANNE CLARKSON	MEMBER	2.00	Director	$0	$0	$0
SUSAN KEMNITZER	MEMBER	2.00	Director	$0	$0	$0
ALAN B MOLLOHAN	MEMBER	2.00	Director	$0	$0	$0
DONALD RITCHIE	MEMBER	2.00	Director	$0	$0	$0
BARBARA VIDENIEKS	MEMBER	2.00	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	$93,668	$200,747	$68,408	$-107,079
2023	$114,580	$197,973	$167,567	$-83,393
2022	$97,852	$192,877	$255,460	$-95,025
2021	$321,913	$196,167	$352,954	$125,746
2020	$159,843	$256,454	$225,708	$-96,611
2019	$104,221	$240,221	$318,673	$-136,000
2018	$48,450	$328,006	$486,303	$-279,556

CONGRESSIONAL EDUCATION FOUNDATION C/O SHEPHERD UNIVERSITY FOUNDATION