Nonprofit · EIN 31-1216019
SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION
Tax-exempt · GROVE CITY, OH 43123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $281,719 | $95,759 | $185,960 | $1,907,750 | $0 | $1,907,750 |
| June 30, 2024 | 990 | $293,101 | $99,518 | $193,583 | $1,721,790 | $0 | $1,721,790 |
| June 30, 2023 | 990 | $216,024 | $108,298 | $107,726 | $1,528,207 | $0 | $1,528,207 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $77,187
- Program service revenue
- $0
- Investment income
- $94,519
- Net gain from sales of assets
- $50,199
- Net income from fundraising events
- $36,548
- Other revenue
- $110,013
Expenses
- Grants and similar amounts paid
- $80,255
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $80,255
- Management and general (functional)
- $14,311
- Fundraising (functional)
- $1,193
Balance sheet and other
- Total assets, start of year
- $1,721,790
- Total assets, end of year
- $1,907,750
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,907,750
- Publicly traded securities
- $1,739,159
- Net assets without donor restrictions
- $1,698,250
- Net assets with donor restrictions
- $209,500
- Gross receipts
- $659,472
- Employees
- 0
- Volunteers
- 13
- Year formed
- 1986
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kacie Waugh | Trustee Trustee or director | 0.5 | $0 |
| Christine Houk | Treasurer Officer | 1 | $0 |
| Jill Billman-Royer | Trustee Trustee or director | 0.5 | $0 |
| Lair Marin-Marcum | Trustee Trustee or director | 0.5 | $0 |
| Alyson Hurley | Chairman Officer | 1 | $0 |
| Brenda Newman | Trustee Trustee or director | 0.5 | $0 |
| Gavin French | Secretary Officer | 1 | $0 |
| Cindy Sgalla | Trustee Trustee or director | 0.5 | $0 |
| Allison Hoffner | Vice Chairman Officer | 1 | $0 |
| Julie Waller | Trustee Trustee or director | 0.5 | $0 |
| Rachel Rendle | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kacie Waugh | Trustee Trustee or director | 0.5 | $0 |
| Christine Houk | Treasurer Officer | 1 | $0 |
| Jill Billman-Royer | Chairman Officer | 1 | $0 |
| Lair Marin-Marcum | Trustee Trustee or director | 0.5 | $0 |
| Alyson Hurley | Secretary Officer | 1 | $0 |
| Brenda Newman | Trustee Trustee or director | 0.5 | $0 |
| Gavin French | Trustee Trustee or director | 0.5 | $0 |
| Cindy Sgalla | Trustee Trustee or director | 0.5 | $0 |
| Allison Hoffner | Vice Chairman Officer | 1 | $0 |
| Julie Waller | Trustee Trustee or director | 0.5 | $0 |
| Rachel Rendle | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kacie Waugh | Trustee Trustee or director | 0.5 | $0 |
| Christine Houk | Treasurer Officer | 1 | $0 |
| Jill Billman-Royer | Vice Chairman Officer | 0.5 | $0 |
| Lair Marin-Marcum | Trustee Trustee or director | 0.5 | $0 |
| Alyson Hurley | Secretary Officer | 1 | $0 |
| Michael McKay | Trustee Trustee or director | 0.5 | $0 |
| Camille Peterson | Chairman Officer | 1 | $0 |
| Brenda Newman | Trustee Trustee or director | 0.5 | $0 |
| Gavin French | Trustee Trustee or director | 0.5 | $0 |
| Cindy Sgalla | Trustee Trustee or director | 0.5 | $0 |
| Allison Hoffner | Trustee Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3805 MARLANE DR, GROVE CITY, OH 43123-9224
- Principal officer (990 for 2024)
- Christine A Houk, 4084 Broadway, Grove City, OH 43123
- Signed the 990
- Christine A Houk, Treasurer
- Phone
- (614) 801-3028
- Website
- www.swcsef.org
- Return prepared by
- Houk CPA LLC
Mission
The organization provides scholarships to students who attend schools within South-Western City School District to assist with postsecondary education. The organization also awards educational grants to provide funding for innovative school programs within the district.
Program accomplishments
- Provided scholarships ranging from $ 500 to $ 3,000 to students attending their first year of college.Expenses $66,000 · grants $66,000 · revenue $29,600
- Provided grants to teachers within the Southwestern city schools district for special educational projects.Expenses $14,255 · grants $14,255
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 on file |
IRS record
- EIN
- 31-1216019
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,907,750
- Income (IRS master file)
- $659,472
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $281,719 | $95,759 | $1,907,750 | IRS |
| 990 | June 2024 | $293,101 | $99,518 | $1,721,790 | IRS |
| 990 | June 2023 | $216,024 | $108,298 | $1,528,207 | XML |
| 990 | June 2022 | -$28,851 | $75,038 | $1,420,481 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 31-1216019).
Questions about SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION
- What is the EIN of SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION?
- The employer identification number (EIN) of SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION is 31-1216019.
- Is SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION 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 CITY SCHOOLS EDUCATIONAL FOUNDATION 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 SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION 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 SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names Christine A Houk.
- Who are the officers and directors of SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does SOUTHWESTERN CITY SCHOOLS EDUCATIONAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $281,719, expenses of $95,759 and total assets of $1,907,750 at year end.
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