JEFFERSON EDUCATIONAL SOCIETY OF ERIE: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JEFFERSON EDUCATIONAL SOCIETY OF ERIE (EIN 26-3460486)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-07-15
IRS object ID
202611969349300406
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-15T07:23:47-04:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251690617PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHAFFNER KNIGHT MINNAUGH & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11545 WEST 38TH STREETAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP165082347ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263460486EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERSON EDUCATIONAL SOCIETY OFBusinessNameLine1Txt
Business Name Line2ERIE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEFFBusinessNameControlTxt
Phone8144598000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13207 STATE STREETAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16508ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFERKI FERATIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8144598000PhoneNum
Signature2026-07-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDENNIS W GROW CPAPreparerPersonNm
PTINP00190259PTIN
Phone8144541997PhoneNum
Preparation2026-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFERKI FERATIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13207 STATE STAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16508ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,922,059GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JESERIE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE 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.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,284,985PYContributionsGrantsAmt
CY Contributions Grants$1,652,488CYContributionsGrantsAmt
PY Program Service Revenue$120,251PYProgramServiceRevenueAmt
CY Program Service Revenue$154,788CYProgramServiceRevenueAmt
PY Investment Income$43,832PYInvestmentIncomeAmt
CY Investment Income$83,392CYInvestmentIncomeAmt
PY Other Revenue$21,492PYOtherRevenueAmt
CY Other Revenue$31,391CYOtherRevenueAmt
PY Total Revenue$1,470,560PYTotalRevenueAmt
CY Total Revenue$1,922,059CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$787,774PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$972,013CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$57,104CYTotalFundraisingExpenseAmt
PY Other Expenses$726,495PYOtherExpensesAmt
CY Other Expenses$927,738CYOtherExpensesAmt
PY Total Expenses$1,514,269PYTotalExpensesAmt
CY Total Expenses$1,899,751CYTotalExpensesAmt
PY Revenues Less Expenses-$43,709PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,308CYRevenuesLessExpensesAmt
Total Assets BOY$3,526,062TotalAssetsBOYAmt
Total Assets EOY$3,626,740TotalAssetsEOYAmt
Total Liabilities BOY$916,855TotalLiabilitiesBOYAmt
Total Liabilities EOY$998,697TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,609,207NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,628,043NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,567,171ExpenseAmt
Revenue$137,188RevenueAmt
DescTHE ORGANIZATION CONDUCTS EDUCATIONAL PROGRAMS AND ISSUES PUBLICATIONS ON VARIOUS TOPICS AND HOSTS A GLOBAL SUMMIT WHICH FEATURES NATIONAL SPEAKERS WHO PRESENT LECTURES ON TOPICS OF NATIONAL AND GLOBAL SIGNIFICANCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Revenue$17,600RevenueAmt
DescJEFFERSON ALLIANCE FOR COMMUNITY PROGRESS (JACP) SEEKS TO BRING TOGETHER THE LEADERS OF THE MUNICIPALITIES OF ERIE COUNTY TO DISCUSS ISSUES OF COMMON INTEREST. THE JACP ALSO CONDUCTS A LEADSHIP PROGRAM DESIGNED TO BRING TOGETHER INDIVIDUALS INTERESTED IN COMMUNITY ISSUES AND ASSUMING LEADSHIP ROLES IN THE FUTURE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,567,171TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document20IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonFERKI FERATIPersonNm
Phone8144598000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13207 STATE STAddressLine1Txt
CityERIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP16508ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
FERKI FERATI
PRESIDENT40.00Yes (X)Yes (X)$214,983$0$25,622
CHARLES M CARYL
TREASURER1.00Yes (X)Yes (X)$0$0$0
PAUL GAMBILL
DIRECTOR1.00Yes (X)$0$0$0
DR BAHER GHOSHEH
CHAIRMAN3.00Yes (X)Yes (X)$0$0$0
JOHNNY JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM KOEHLE
DIRECTOR1.00Yes (X)$0$0$0
ASHLEY LAWSON
DIRECTOR1.00Yes (X)$0$0$0
DALE MCBRIER
DIRECTOR1.00Yes (X)$0$0$0
MAUREEN MCCLURE
DIRECTOR1.00Yes (X)$0$0$0
DENISE ROBISON MULLEN
DIRECTOR1.00Yes (X)$0$0$0
JUDITH LYNCH PHD
DIRECTOR1.00Yes (X)$0$0$0
DORIS PINSKI
DIRECTOR1.00Yes (X)$0$0$0
BRUCE RAIMY
VICE CHAIRMA1.00Yes (X)Yes (X)$0$0$0
CHRISTINE RIEHL
SECRETARY1.00Yes (X)Yes (X)$0$0$0
DR ANDREW ROTH
DIRECTOR1.00Yes (X)$0$0$0
JOYCE A SAVOCCHIO
DIRECTOR1.00Yes (X)$0$0$0
ATTY MICHAEL SONGER
DIRECTOR1.00Yes (X)$0$0$0
TIM SPAEDER
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY SZUMIGALE
DIRECTOR1.00Yes (X)$0$0$0
TOM TUPITZA
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$214,983TotalReportableCompFromOrgAmt
Total Other Compensation$25,622TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Membership Dues$121,482MembershipDuesAmt
Government Grants$265,557GovernmentGrantsAmt
All Other Contributions$1,265,449AllOtherContributionsAmt
Total Contributions$1,652,488TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SUMMIT TUITION611600$92,871$92,871
CLASS TUITIONS611600$43,421$43,421
JACP TUITION611600$17,600$17,600
BOOK SALES611600$896$896
FieldValueIRS element (for citing)
Total Program Service Revenue$154,788TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,455TotalRevenueColumnAmt
Exclusion$45,455ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$37,937SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$37,937SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,937TotalRevenueColumnAmt
Related Or Exempt Func Income$37,937RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MISC REVENUE$16,391$16,391
OCCUPANCY CREDIT$15,000$15,000
FieldValueIRS element (for citing)
Other Revenue Total$31,391OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,922,059TotalRevenueColumnAmt
Related Or Exempt Func Income$224,116RelatedOrExemptFuncIncomeAmt
Exclusion$45,455ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$837,288TotalAmt
Program Services$711,040ProgramServicesAmt
Management And General$84,422ManagementAndGeneralAmt
Fundraising$41,826FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$81,393TotalAmt
Program Services$69,184ProgramServicesAmt
Management And General$8,139ManagementAndGeneralAmt
Fundraising$4,070FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$53,332TotalAmt
Program Services$45,332ProgramServicesAmt
Management And General$5,333ManagementAndGeneralAmt
Fundraising$2,667FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$12TotalAmt
Management And General$12ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,868TotalAmt
Management And General$18,868ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,304TotalAmt
Management And General$4,304ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,295TotalAmt
Management And General$1,295ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,246TotalAmt
Program Services$50ProgramServicesAmt
Management And General$17,196ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$34,566TotalAmt
Program Services$18,346ProgramServicesAmt
Management And General$16,220ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,539TotalAmt
Management And General$12,539ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$99,330TotalAmt
Program Services$84,430ProgramServicesAmt
Management And General$9,933ManagementAndGeneralAmt
Fundraising$4,967FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$73,038TotalAmt
Program Services$30,400ProgramServicesAmt
Management And General$42,638ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$22,736TotalAmt
Management And General$22,736ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$60,827TotalAmt
Program Services$51,703ProgramServicesAmt
Management And General$6,083ManagementAndGeneralAmt
Fundraising$3,041FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,758TotalAmt
Management And General$14,758ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
GLOBAL SUMMIT PROGRAM-PRO$446,029$446,029
ALL OTHER EXPENSES-PROG S$58,814$58,814
SPEAKER HONARARIUMS EXPEN$22,600$22,600
SPECIAL EVENTS$17,048$17,048

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$23,728TotalAmt
Program Services$12,195ProgramServicesAmt
Management And General$11,000ManagementAndGeneralAmt
Fundraising$533FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,899,751TotalAmt
Program Services$1,567,171ProgramServicesAmt
Management And General$275,476ManagementAndGeneralAmt
Fundraising$57,104FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$348,897BOYAmt
EOY$101,424EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,355,243BOYAmt
EOY$1,233,218EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$31,295BOYAmt
EOY$8,850EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$59,361BOYAmt
EOY$51,448EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$59,108BOYAmt
EOY$509,660EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,790,464LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$724,787LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,061,010BOYAmt
EOY$1,065,677EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$588,799BOYAmt
EOY$623,306EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,349BOYAmt
EOY$33,157EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,526,062BOYAmt
EOY$3,626,740EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$68,464BOYAmt
EOY$123,792EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$150,000BOYAmt
EOY$178,367EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$312,087BOYAmt
EOY$272,086EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$365,371BOYAmt
EOY$398,183EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$20,933BOYAmt
EOY$26,269EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$916,855BOYAmt
EOY$998,697EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$804,105BOYAmt
EOY$489,825EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,805,102BOYAmt
EOY$2,138,218EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,609,207BOYAmt
EOY$2,628,043EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,526,062BOYAmt
EOY$3,626,740EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$22,308ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,472NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$602,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,281,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,296,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,284,985CurrentTaxYearMinus1YearAmt
Current Tax Year$1,652,488CurrentTaxYearAmt
Total$6,118,301TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$602,319CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,281,728CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,296,781CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,284,985CurrentTaxYearMinus1YearAmt
Current Tax Year$1,652,488CurrentTaxYearAmt
Total$6,118,301TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$6,118,301PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,695CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,274CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,334CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$42,537CurrentTaxYearMinus1YearAmt
Current Tax Year$83,392CurrentTaxYearAmt
Total$166,232TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$143,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$80,156CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$83,324CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$141,743CurrentTaxYearMinus1YearAmt
Current Tax Year$186,179CurrentTaxYearAmt
Total$634,750TotalAmt
FieldValueIRS element (for citing)
Total Support$6,919,283TotalSupportAmt
Gross Receipts Rltd Activities$649,750GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88420PublicSupportCY170Pct
Public Support PY1700.88740PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationTUITION REVENUE/BOOK SALES 634,750ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$588,799BeginningYearBalanceAmt
Investment Earnings Or Losses$55,918InvestmentEarningsOrLossesAmt
Other Expenditures$17,107OtherExpendituresAmt
Administrative Expenses$4,304AdministrativeExpensesAmt
End Year Balance$623,306EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$518,858BeginningYearBalanceAmt
Investment Earnings Or Losses$89,646InvestmentEarningsOrLossesAmt
Other Expenditures$15,721OtherExpendituresAmt
Administrative Expenses$3,984AdministrativeExpensesAmt
End Year Balance$588,799EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$496,159BeginningYearBalanceAmt
Contributions$73,172ContributionsAmt
Investment Earnings Or Losses$38,897InvestmentEarningsOrLossesAmt
Other Expenditures$85,640OtherExpendituresAmt
Administrative Expenses$3,730AdministrativeExpensesAmt
End Year Balance$518,858EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$584,081BeginningYearBalanceAmt
Investment Earnings Or Losses-$78,269InvestmentEarningsOrLossesAmt
Other Expenditures$5,643OtherExpendituresAmt
Administrative Expenses$4,010AdministrativeExpensesAmt
End Year Balance$496,159EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$502,202BeginningYearBalanceAmt
Contributions$50,842ContributionsAmt
Investment Earnings Or Losses$102,143InvestmentEarningsOrLossesAmt
Other Expenditures$67,195OtherExpendituresAmt
Administrative Expenses$3,911AdministrativeExpensesAmt
End Year Balance$584,081EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$140,000OtherCostOrOtherBasisAmt
Book Value$140,000BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$620,560OtherCostOrOtherBasisAmt
Depreciation$170,654DepreciationAmt
Book Value$449,906BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$911,688OtherCostOrOtherBasisAmt
Depreciation$473,372DepreciationAmt
Book Value$438,316BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$118,216OtherCostOrOtherBasisAmt
Depreciation$80,761DepreciationAmt
Book Value$37,455BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,065,677TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED EXPENSES$16,978
LEASE LIABILITY LT$7,448
LEASE LIABILITY-CURRENT$1,843
FieldValueIRS element (for citing)
Total Liability$26,269TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,260,996TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,472NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$342,409DonatedServicesAndUseFcltsAmt
Revenue Not Reported$338,937RevenueNotReportedAmt
Revenue Subtotal$1,922,059RevenueSubtotalAmt
Total Revenue Per Form990$1,922,059TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,242,160TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$342,409DonatedServicesUseFcltsAmt
Expenses Not Reported$342,409ExpensesNotReportedAmt
Expenses Subtotal$1,899,751ExpensesSubtotalAmt
Total Expenses Per Form990$1,899,751TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationTHE SOCIETY ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN FISCAL YEARS 2025 AND 2024. THE SOCIETY'S FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL AUTHORITIES FOR FISCAL YEARS ENDING BEFORE AUGUST 31, 2022.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFERKI FERATIPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$214,983BaseCompensationFilingOrgAmt
Deferred Compensation Flng Org$25,622DeferredCompensationFlngOrgAmt
Total Compensation Filing Org$240,605TotalCompensationFilingOrgAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSIONTHE 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.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND FINANCE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 12CAT THE FIRST MEETING OF THE YEAR, MEMBERS OF THE BOARD OF DIRECTORS, COMMITTEES AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT A STATEMENT LISTING POTENTIAL CONFLICTS.
FORM 990, PAGE 6, PART VI, LINE 15AJOB PERFORMANCE AND COMPENSATION ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 15BJOB PERFORMANCE AND COMPENSATION ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE ON REQUEST.

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