Nonprofit · EIN 37-1384370
OFALLON HIGH SCHOOL ENDOWMENT FUND LTD
Tax-exempt · O FALLON, IL 62269
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $138,233 | $138,146 | $87 | $1,554,041 | $0 | $1,554,041 |
| December 31, 2024 | 990 | $112,890 | $54,453 | $58,437 | $1,477,136 | $0 | $1,477,136 |
| December 31, 2023 | 990 | $100,502 | $26,778 | $73,724 | $1,341,671 | $0 | $1,341,671 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $46,746
- Program service revenue
- $0
- Investment income
- $91,487
- Net gain from sales of assets
- $43,401
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $127,132
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $127,132
- Management and general (functional)
- $11,014
Balance sheet and other
- Total assets, start of year
- $1,477,136
- Total assets, end of year
- $1,554,041
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,554,041
- Publicly traded securities
- $1,383,314
- Net assets without donor restrictions
- $1,540,079
- Net assets with donor restrictions
- $13,962
- Gross receipts
- $425,493
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1999
- State of legal domicile
- IL
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Liz Jennings | President Trustee or director, Officer | 8 | $0 |
| Erin Baskett | Treasurer Trustee or director, Officer | 8 | $0 |
| Jessica Lotz | Secretary Trustee or director, Officer | 4 | $0 |
| Dan May | Director Trustee or director | 2 | $0 |
| Russell Thoman | Director Trustee or director | 2 | $0 |
| Ryan Brown | Director Trustee or director | 2 | $0 |
| Doug Distler | Director Trustee or director | 2 | $0 |
| Jamie Trader | Director Trustee or director | 2 | $0 |
| Eric Meinkoth | Director Trustee or director | 2 | $0 |
| Tiana Montgomery | Director Trustee or director | 2 | $0 |
| Daniel Jackson | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Liz Jennings | President Trustee or director, Officer | 8 | $0 |
| Erin Baskett | Treasurer Trustee or director, Officer | 8 | $0 |
| Jessica Lotz | Secretary Trustee or director, Officer | 4 | $0 |
| Dan May | Director Trustee or director | 2 | $0 |
| Russell Thoman | Director Trustee or director | 2 | $0 |
| Ryan Brown | Director Trustee or director | 2 | $0 |
| Doug Distler | Director Trustee or director | 2 | $0 |
| Jamie Trader | Director Trustee or director | 2 | $0 |
| Eric Meinkoth | Director Trustee or director | 2 | $0 |
| Tiana Montgomery | Director Trustee or director | 2 | $0 |
| Daniel Jackson | Director Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Daniel Jackson | President Trustee or director, Officer | 8 | $0 |
| Robert Cole | Vice-President Trustee or director, Officer | 4 | $0 |
| Erin Baskett | Treasurer Trustee or director, Officer | 8 | $0 |
| Jessica Lotz | Secretary Trustee or director, Officer | 4 | $0 |
| Dan May | Director Trustee or director | 2 | $0 |
| Russell Thoman | Director Trustee or director | 2 | $0 |
| Jennifer Umali | Director Trustee or director | 2 | $0 |
| Jason Williams | Director Trustee or director | 2 | $0 |
| Ryan Brown | Director Trustee or director | 2 | $0 |
| Doug Distler | Director Trustee or director | 2 | $0 |
| Jamie Trader | Director Trustee or director | 2 | $0 |
| Liz Jennings | Director Trustee or director | 2 | $0 |
| Tiana Montgomery | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 600 S SMILEY ST, O FALLON, IL 62269-2316
- In care of
- % THOMAS BRADLEY
- Principal officer (990 for 2025)
- Liz Jennings, 600 South Smiley, OFallon, IL 62269
- Signed the 990
- Erin Baskett, Treasurer
- Phone
- (618) 632-3507
- Website
- www.othsendowmentfund.us
Mission
Support efforts to enrich and supplement the regular educational programs offered to students of O'Fallon High School District No. 203, St. Clair County, Illinois.
Program accomplishments
- Grants to O'Fallon Township High SchoolExpenses $123,132 · grants $123,132
- ScholarshipsExpenses $4,000 · grants $4,000
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 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1384370
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $1,554,041
- Income (IRS master file)
- $425,493
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $138,233 | $138,146 | $1,554,041 | IRS |
| 990 | December 2024 | $112,890 | $54,453 | $1,477,136 | XML |
| 990 | December 2023 | $100,502 | $26,778 | $1,341,671 | XML |
| 990 | December 2022 | $89,195 | $12,735 | $1,174,332 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 37-1384370).
Questions about OFALLON HIGH SCHOOL ENDOWMENT FUND LTD
- What is the EIN of OFALLON HIGH SCHOOL ENDOWMENT FUND LTD?
- The employer identification number (EIN) of OFALLON HIGH SCHOOL ENDOWMENT FUND LTD is 37-1384370.
- Is OFALLON HIGH SCHOOL ENDOWMENT FUND LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to OFALLON HIGH SCHOOL ENDOWMENT FUND LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OFALLON HIGH SCHOOL ENDOWMENT FUND LTD 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 OFALLON HIGH SCHOOL ENDOWMENT FUND LTD 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 OFALLON HIGH SCHOOL ENDOWMENT FUND LTD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OFALLON HIGH SCHOOL ENDOWMENT FUND LTD?
- The 990 for the year ended December 31, 2025 names Liz Jennings.
- Who are the officers and directors of OFALLON HIGH SCHOOL ENDOWMENT FUND LTD?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does OFALLON HIGH SCHOOL ENDOWMENT FUND LTD have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $138,233, expenses of $138,146 and total assets of $1,554,041 at year end.
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