Nonprofit · EIN 27-1154603
SOUTH WESTERN EDUCATION FOUNDATION INC
Tax-exempt · HANOVER, PA 17331
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $63,034 | $13,375 | $49,659 | $508,080 | $3,647 | $504,433 |
| June 30, 2024 | 990-EZ | $41,180 | $23,846 | $17,334 | $455,826 | $13,727 | $442,099 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,562
- Program service revenue
- $0
- Investment income
- $28,626
- Net income from fundraising events
- $8,846
- Other revenue
- $8,846
Expenses
- Grants and similar amounts paid
- $7,024
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $3,475
- Program services (functional)
- $7,024
- Management and general (functional)
- $6,351
Balance sheet and other
- Total assets, start of year
- $455,826
- Total assets, end of year
- $508,080
- Total liabilities, end of year
- $3,647
- Net assets, end of year
- $504,433
- Publicly traded securities
- $479,427
- Net assets without donor restrictions
- $500,833
- Net assets with donor restrictions
- $3,600
- Gross receipts
- $75,659
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2009
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY KAY KELLY | PRESIDENT Trustee or director, Officer | 5 | $0 |
| BARBARA RUPP | PRESIDENT (P Trustee or director, Officer | 5 | $0 |
| ERIKA MCKEE | VICE PRESIDE Trustee or director, Officer | 5 | $0 |
| AMANDA YIENGST | TREASURER Trustee or director, Officer | 5 | $0 |
| LYNN BIXLER | SECRETARY Trustee or director, Officer | 5 | $0 |
| PAUL BURKENTINE | BOARD MEMBER Trustee or director | 5 | $0 |
| BRENT COULSON | BOARD MEMBER Trustee or director | 5 | $0 |
| KEITH GEISINGER | BOARD MEMBER Trustee or director | 5 | $0 |
| AMY KAUFFMAN | BOARD MEMBER Trustee or director | 5 | $0 |
| ALLISON LAWHEAD | BOARD MEMBER Trustee or director | 5 | $0 |
| ELINOR ALBRIGHT REBERT | BOARD MEMBER Trustee or director | 5 | $0 |
| DIVONNA STEBICK | BOARD MEMBER Trustee or director | 5 | $0 |
| AMANDA STUCKEY | BOARD MEMBER Trustee or director | 5 | $0 |
| LEEANN ZEROTH | BOARD MEMBER Trustee or director | 5 | $0 |
| DOUGLAS FUHRMAN | EX OFFICIO Officer | 5 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAY BURKHART | EX OFFICIO Officer | 5 | $0 |
| DUANE BULL | RECORDER Officer | 5 | $0 |
990-EZ for the year ended June 30, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA RUPP | PRESIDENT | 5 | $0 |
| MARY KAY KELLY | VICE-PRESIDE | 5 | $0 |
| JAY CLOUSPY | TREASURER | 5 | $0 |
| ERIKA MCKEE | SECRETARY | 5 | $0 |
| ELINOR ALBRIGHT REBERT | BOARD MEMBER | 5 | $0 |
| AMY KAUFFMAN | BOARD MEMBER | 5 | $0 |
| BRENT COULSON | BOARD MEMBER | 5 | $0 |
| SARA STAUB | BOARD MEMBER | 5 | $0 |
| DIVONNA STEBICK | BOARD MEMBER | 5 | $0 |
| AMANDA STUCKEY | BOARD MEMBER | 5 | $0 |
| AMANDA YIENGST | BOARD MEMBER | 5 | $0 |
| LEEANN ZEROTH | BOARD MEMBER | 5 | $0 |
| BRUCE LEE | BOARD MEMBER | 5 | $0 |
| KEITH GEISINGER | BOARD MEMBER | 5 | $0 |
| AMANDA YIENGST | BOARD MEMBER | 5 | $0 |
| JEFFREY MUMMERT | EX OFFICIO | 5 | $0 |
| JAY BURKHART | EX OFFICIO | 5 | $0 |
| DUANE BULL | RECORDER | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 225 BOWMAN ROAD, HANOVER, PA 17331-4213
- In care of
- % JEFFREY A MUMMERT
- Mailing address (990-N for 2013)
- 225 BOWMAN ROAD, HANOVER PA 17331
- Principal officer (990 for 2024)
- MARY KAY KELLY, 225 BOWMAN ROAD, HANOVER, PA 17331
- Principal officer (990-N for 2013)
- BETTY CARSON, 225 BOWMAN ROAD, HANOVER PA 17331
- Signed the 990
- MARY KAY KELLY, PRESIDENT
- Phone
- (717) 632-2500
- Return prepared by
- SMITH ELLIOTT KEARNS & COMPANY LLC
Mission
THE FOUNDATION'S PURPOSE IS TO SOLICIT, RECEIVE, AND ADMINISTER DONATIONS, GIFTS, AND FUNDS IN SUPPORT OF THE STUDENTS AND COMMUNITY IN THE SOUTH WESTERN SCHOOL DISTRICT.
Program accomplishments
- GRANTS TO THE SCHOOL DISTRICT FOR EDUCATIONAL PURPOSESExpenses $7,024 · grants $7,024
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 27-1154603
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $508,080
- Income (IRS master file)
- $75,659
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $63,034 | $13,375 | $508,080 | XML |
| 990-EZ | June 2024 | $41,180 | $23,846 | $455,826 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
| 990-N for 2013 Officer: BETTY CARSON | June 30, 2014 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-1154603).
Questions about SOUTH WESTERN EDUCATION FOUNDATION INC
- What is the EIN of SOUTH WESTERN EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of SOUTH WESTERN EDUCATION FOUNDATION INC is 27-1154603.
- Is SOUTH WESTERN EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to SOUTH WESTERN EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SOUTH WESTERN EDUCATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH WESTERN EDUCATION FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH WESTERN EDUCATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTH WESTERN EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names MARY KAY KELLY.
- Who are the officers and directors of SOUTH WESTERN EDUCATION FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does SOUTH WESTERN EDUCATION FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $63,034, expenses of $13,375 and total assets of $508,080 at year end.
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