Nonprofit · EIN 31-0968328
SOUTH WEST OHIO RESIDENCES INC
Tax-exempt (reinstated) · WYOMING, OH 45215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $30,703 | $23,055 | $7,648 | $563,916 | $0 | $563,916 |
| December 31, 2024 | 990-PF | $154,175 | $63,173 | $91,002 | $556,268 | $0 | $556,268 |
| December 31, 2023 | 990-PF | $28,011 | $24,363 | $3,648 | $502,642 | $260,000 | $242,642 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $7,903
- Net rental income
- -$255
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Excise tax on investment income
- $110
Balance sheet and other
- Total assets, start of year
- $556,268
- Total assets, end of year
- $563,916
- Total liabilities, end of year
- $0
- Net assets, end of year
- $563,916
- Fair market value of assets
- $563,916
- Net investment income
- $7,903
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-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Smith 205 Forest Ave, Cincinnati, OH 45215 | Treasurer | 1 | $0 |
| Lori Warden 205 Forest Ave, Cincinnati, OH 45215 | Treasurer | 1 | $0 |
| David Zucker 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Ryan Mack 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Steve Bengal 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Jasper Schellingerhout 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Harold Main 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Smith 205 Forest Ave, Cincinnati, OH 45215 | Treasurer | 1 | $0 |
| Lori Warden 205 Forest Ave, Cincinnati, OH 45215 | Treasurer | 1 | $0 |
| David Zucker 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Ryan Mack 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Steve Bengal 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Jasper Schellingerhout 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
| Harold Main 205 Forest Ave, Cincinnati, OH 45215 | Board Member | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID SMITH 205 FOREST AVE, CINCINNATI, OH 45215 | PRESIDENT | 0 | $0 |
| LORI WARDEN 776 KINGSTON DR, EDGEWOOD, KY 41017 | TREASURER | 0 | $0 |
| DAVID ZUCKER 205 FOREST AVE, CINCINNATI, OH 45215 | BOARD MEMBER | 0 | $0 |
| RAYN MACK 205 FOREST AVE, CINCINNATI, OH 45215 | BOARD MEMBER | 0 | $0 |
| STEVE BENGAL 205 FOREST AVE, CINCINNATI, OH 45215 | BOARD MEMBER | 0 | $0 |
| JASPER SCHELLINGERHOUT 205 FOREST AVE, CINCINNATI, OH 45215 | BOARD MEMBER | 0 | $0 |
| HAROLD MAINS 205 FOREST AVE, CINCINNATI, OH 45215 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 205 FOREST AVE, WYOMING, OH 45215-2020
- In care of
- % WARDEN LORI
- Signed the 990-PF
- David Smith, President
- Phone
- (513) 375-3970
- Return prepared by
- ATA Advisory LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-0968328
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Voluntary health associations and medical disciplines (G84)
- Assets (IRS master file)
- $563,916
- Income (IRS master file)
- $30,703
Revocation and reinstatement
- Exemption revoked
- May 15, 2011
- Posted by the IRS
- May 14, 2012
- Reinstated
- Effective August 15, 2019
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $30,703 | $23,055 | $563,916 | IRS |
| 990-PF | December 2024 | $154,175 | $63,173 | $556,268 | XML |
| 990-PF | December 2023 | $28,011 | $24,363 | $502,642 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 31-0968328).
Questions about SOUTH WEST OHIO RESIDENCES INC
- What is the EIN of SOUTH WEST OHIO RESIDENCES INC?
- The employer identification number (EIN) of SOUTH WEST OHIO RESIDENCES INC is 31-0968328.
- Is SOUTH WEST OHIO RESIDENCES INC tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2011 and reinstated it effective August 15, 2019.
- Are donations to SOUTH WEST OHIO RESIDENCES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SOUTH WEST OHIO RESIDENCES INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SOUTH WEST OHIO RESIDENCES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH WEST OHIO RESIDENCES INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SOUTH WEST OHIO RESIDENCES INC?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SOUTH WEST OHIO RESIDENCES INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,703, expenses of $23,055 and total assets of $563,916 at year end.
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