Nonprofit · EIN 31-0597998
SOUTHWESTERN OHIO EDUCATION ASSOCIATION
Tax-exempt · CINCINNATI, OH 45246
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $334,052 | $223,825 | $110,227 | $1,617,978 | $0 | $1,617,978 |
| August 31, 2024 | 990 | $334,519 | $216,833 | $117,686 | $1,507,751 | $0 | $1,507,751 |
| August 31, 2023 | 990 | $298,038 | $213,277 | $84,761 | $1,390,065 | $0 | $1,390,065 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $305,095
- Membership dues
- $305,095
- Program service revenue
- $0
- Investment income
- $28,957
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $17,480
- Compensation of officers, directors and key employees
- $18,814
- Other salaries and wages
- $22,319
- Salaries, compensation and benefits (total)
- $50,180
- Professional fundraising fees
- $0
- Occupancy
- $23,257
- Travel
- $75,504
Balance sheet and other
- Total assets, start of year
- $1,507,751
- Total assets, end of year
- $1,617,978
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,617,978
- Net assets without donor restrictions
- $1,617,978
- Gross receipts
- $334,052
- Employees
- 1
- Year formed
- 1974
- State of legal domicile
- OH
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL FORTMAN | PRESIDENT Trustee or director, Officer | 25 | $0 | $6,000 | $960 |
| LORI HARRISON | TREASURER Trustee or director, Officer | 20 | $5,000 | $0 | $963 |
| DEBORAH JACKSON | VICE PRESIDE Trustee or director, Officer | 20 | $5,000 | $0 | $891 |
990 for the year ended August 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL FORTMAN | PRESIDENT Trustee or director, Officer | 25 | $6,916 |
| LORI HARRISON | TREASURER Trustee or director, Officer | 20 | $5,912 |
| DEBORAH JACKSON | VICE PRESIDE Trustee or director, Officer | 20 | $5,848 |
990 for the year ended August 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL FORTMAN | PRESIDENT Trustee or director, Officer | 25 | $6,896 |
| LORI HARRISON | TREASURER Trustee or director, Officer | 20 | $5,899 |
| DEBORAH JACKSON | VICE PRESIDE Trustee or director, Officer | 20 | $5,746 |
Address and contacts
- Address (IRS master file)
- 270 NORTHLAND BLVD STE 224, CINCINNATI, OH 45246-3653
- Principal officer (990 for 2024)
- MICHAEL FORTMAN
- Signed the 990
- MICHAEL FORTMAN, PRESIDENT
- Phone
- (513) 289-3863
- Website
- WWW.SWOEA.COM
- Return prepared by
- SCROGGINSGREAR INC
Mission
REPRESENT MEMBERS AND THEIR CONCERNS THROUGH LABOR UNION ADVOCACY AND TRAINING.
Program accomplishments
- THE ASSOCIATION PROVIDES SERVICES TO FURTHER EDUCATE AND SERVE ITS MEMBERS. THIS INCLUDES LEADERSHIP AND EDUCATION OPPORTUNITIES.Expenses $113,461 · grants $17,480
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 31-0597998
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,617,978
- Income (IRS master file)
- $334,052
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $334,052 | $223,825 | $1,617,978 | XML |
| 990 | August 2024 | $334,519 | $216,833 | $1,507,751 | XML |
| 990 | August 2023 | $298,038 | $213,277 | $1,390,065 | XML |
| 990 | August 2022 | $290,814 | $196,242 | $1,305,304 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
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 31-0597998).
Questions about SOUTHWESTERN OHIO EDUCATION ASSOCIATION
- What is the EIN of SOUTHWESTERN OHIO EDUCATION ASSOCIATION?
- The employer identification number (EIN) of SOUTHWESTERN OHIO EDUCATION ASSOCIATION is 31-0597998.
- Is SOUTHWESTERN OHIO EDUCATION ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1974.
- Are donations to SOUTHWESTERN OHIO EDUCATION ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWESTERN OHIO EDUCATION ASSOCIATION 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 SOUTHWESTERN OHIO EDUCATION ASSOCIATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWESTERN OHIO EDUCATION ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of SOUTHWESTERN OHIO EDUCATION ASSOCIATION?
- The 990 for the year ended August 31, 2025 names MICHAEL FORTMAN.
- Who are the officers and directors of SOUTHWESTERN OHIO EDUCATION ASSOCIATION?
- The 990 for the year ended August 31, 2025 lists 3 people; 2 received compensation from the organization.
- How much revenue does SOUTHWESTERN OHIO EDUCATION ASSOCIATION have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $334,052, expenses of $223,825 and total assets of $1,617,978 at year end.
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