Civic Intelligence

Southwestern Ohio Education Assn

EIN 31-0597998 • 501(c)6 • Cincinnati, OH

Profile

Represent members and their concerns through labor union advocacy and training.

270 Northland Blvd Rm 224Cincinnati, OH 45246

www.swoea.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

92nd percentile

33%

Higher net margin than 92% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$6,960

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

7.3%

Faster asset growth than 56% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-0.1%

Faster revenue growth than 33% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,617,978

Up $110,227 (+7.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,617,978

Up $110,227 (+7.3%) from 2024

Operations
Liabilities / Revenue13th percentileNet Margin92nd percentile

Revenue

Down

$334,052

Down $467 (-0.1%) from 2024

Expenses

Up

$223,825

Up $6,992 (+3.2%) from 2024

Net Income

Down

$110,227

Down $7,459 (-6.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $379,273Net Assets 2010: $379,2732010Assets 2012: $452,453Liabilities 2012: $0Net Assets 2012: $452,4532012Assets 2013: $515,852Liabilities 2013: $0Net Assets 2013: $515,8522013Assets 2014: $564,359Liabilities 2014: $0Net Assets 2014: $564,3592014Assets 2015: $609,647Liabilities 2015: $0Net Assets 2015: $609,6472015Assets 2016: $666,685Liabilities 2016: $0Net Assets 2016: $666,6852016Assets 2017: $771,271Liabilities 2017: $0Net Assets 2017: $771,2712017Assets 2018: $884,524Liabilities 2018: $0Net Assets 2018: $884,5242018Assets 2019: $957,390Liabilities 2019: $0Net Assets 2019: $957,3902019Assets 2020: $1,095,679Liabilities 2020: $0Net Assets 2020: $1,095,6792020Assets 2021: $1,210,732Liabilities 2021: $0Net Assets 2021: $1,210,7322021Assets 2022: $1,305,304Liabilities 2022: $0Net Assets 2022: $1,305,3042022Assets 2023: $1,390,065Liabilities 2023: $0Net Assets 2023: $1,390,0652023Assets 2024: $1,507,751Liabilities 2024: $0Net Assets 2024: $1,507,7512024Assets 2025: $1,617,978Liabilities 2025: $0Net Assets 2025: $1,617,9782025

Highlighted filing

2025

Assets$1,617,978
Liabilities$0
Net Assets$1,617,978
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2010: $231,925Expenses 2010: $206,501Net Income 2010: $25,4242010Expenses 2012: $184,8302012Expenses 2013: $158,2382013Revenue 2014: $219,738Expenses 2014: $171,231Net Income 2014: $48,5072014Revenue 2015: $211,560Expenses 2015: $166,272Net Income 2015: $45,2882015Revenue 2016: $213,716Expenses 2016: $156,678Net Income 2016: $57,0382016Revenue 2017: $265,926Expenses 2017: $161,340Net Income 2017: $104,5862017Revenue 2018: $262,430Expenses 2018: $149,177Net Income 2018: $113,2532018Revenue 2019: $295,528Expenses 2019: $160,469Net Income 2019: $135,0592019Revenue 2020: $297,767Expenses 2020: $159,478Net Income 2020: $138,2892020Revenue 2021: $287,426Expenses 2021: $172,373Net Income 2021: $115,0532021Revenue 2022: $290,814Expenses 2022: $196,242Net Income 2022: $94,5722022Revenue 2023: $298,038Expenses 2023: $213,277Net Income 2023: $84,7612023Revenue 2024: $334,519Expenses 2024: $216,833Net Income 2024: $117,6862024Revenue 2025: $334,052Expenses 2025: $223,825Net Income 2025: $110,2272025

Highlighted filing

2025

Revenue$334,052
Expenses$223,825
Net Income$110,227
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,617,978
Liabilities
$0
Net assets
$1,617,978
Revenue
$334,052
Expenses
$223,825
Net income
$110,227
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.33$0.22$0.11
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.33$0.22$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.30$0.21$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.29$0.20$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.29$0.17$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.30$0.16$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.30$0.16$0.14
2018Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.26$0.15$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.27$0.16$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.21$0.16$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.21$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.22$0.17$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.00$0.45$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.23$0.21$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Mar 9, 2025
Return Version
2024v5.0
Gross Receipts
$334,052
Mission and Program Overview

Mission

Represent members and their concerns through labor union advocacy and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,001,440$812,064▼ $189,376
Cash and Non-Interest-Bearing Accounts$506,311$805,914▲ $299,603
Total Assets$1,507,751$1,617,978▲ $110,227
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,507,751$1,617,978▲ $110,227
Total Net Assets Fund Balance$1,507,751$1,617,978▲ $110,227
Total Liabilities and Net Assets / Fund Balance$1,507,751$1,617,978▲ $110,227
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael FortmanPresidentPT-$6,960$6,960
Lori HarrisonTreasurerPT$5,000$963$5,963
Deborah JacksonVice PresidePT$5,000$891$5,891
Revenue and Support

Revenue Composition

Contributions and Grants
$305,095
Program Service Revenue
$0
Investment Income
$28,957
Other Revenue
$0
Change in Net Assets
$110,227

Audited Revenue Reconciliation

Revenue per Audited Statements
$334,052
Total Revenue per Audited Statements
$334,052
Total Revenue per Form 990
$334,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,165
Salaries, Compensation, and Employee Benefits$50,180
Grants and Similar Amounts Paid$17,480
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel---$75,504
Occupancy---$23,257
Other Salaries and Wages---$22,319
Current Officers, Directors, Trustees, and Key Employees---$18,814
Fees for Services Other---$17,517
Office Expenses---$10,697
Grants to Domestic Orgs---$9,480
Payroll Taxes---$9,047
Grants to Domestic Individuals---$8,000
Conferences and Meetings---$4,212
Other Expenses---$1,226
All Other Expenses---$700
Insurance---$420
Total Functional Expenses$0$0$0$223,825

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$223,825
Total Expenses per Audited Statements$223,825
Total Expenses per Form 990$223,825
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Southwestern ohio education association (swoea) is one of ten districts that make up the ohio education association (oea). Swoea is divided into fifteen zones and each zone elects one representative to the executive committee.”

Form 990, Page 6, Part VI, Line 7A

“Swoea is comprised of fifteen zones and each zone elects one representative to the swoea executive committee. The swoea executive committee implements policies of the representative assembly and establishes policies for the organization between representative assemblies.”

Form 990, Page 6, Part VI, Line 7B

“Swoea is divided into five electoral units for representation on the oea executive committee. Each representative may be elected to two three-year terms by a majority of the votes of the delegates from the unit. The election is held at the spring swoea representative assembly.”

Form 990, Page 6, Part VI, Line 11B

“An officer of the swoea reviews the 990 prior to filing.”

Form 990, Page 6, Part VI, Line 15B

“Officer stipends are determined by the swoea executive committee.”

Form 990, Page 6, Part VI, Line 19

“Documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southwestern Ohio Education Assn
EIN
31-0597998
Phone
5132893863
Address
270 NORTHLAND BLVD RM 224, CINCINNATI, OH 45246

Signing Officer

Name
Michael Fortman
Title
President
Phone
5132893863
Signed
2025-03-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Fortman
Formed
1974
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
1

Preparer

Firm
Scrogginsgrear Inc
Address
200 NORTHLAND BLVD, CINCINNATI, OH 45246
Preparer
Julie Kline
Phone
5137717070
Raw XML Appendix269 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25000
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt08000
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IRS990/InsuranceGrp/TotalAmt0420
IRS990/InvestmentIncomeGrp/ExclusionAmt028957
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IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt02
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IRS990/OtherExpensesGrp/Desc3DUES
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHWESTERN OHIO EDUCATION ASSOCIATION (SWOEA) IS ONE OF TEN DISTRICTS THAT MAKE UP THE OHIO EDUCATION ASSOCIATION (OEA). SWOEA IS DIVIDED INTO FIFTEEN ZONES AND EACH ZONE ELECTS ONE REPRESENTATIVE TO THE EXECUTIVE COMMITTEE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SWOEA IS DIVIDED INTO FIVE ELECTORAL UNITS FOR REPRESENTATION ON THE OEA EXECUTIVE COMMITTEE. EACH REPRESENTATIVE MAY BE ELECTED TO TWO THREE-YEAR TERMS BY A MAJORITY OF THE VOTES OF THE DELEGATES FROM THE UNIT. THE ELECTION IS HELD AT THE SPRING SWOEA REPRESENTATIVE ASSEMBLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN OFFICER OF THE SWOEA REVIEWS THE 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICER STIPENDS ARE DETERMINED BY THE SWOEA EXECUTIVE COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01507751
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01617978
IRS990/TotalOtherCompensationAmt02814
IRS990/TotalProgramServiceExpensesAmt0113461
IRS990/TotalReportableCompFromOrgAmt010000
IRS990/TotalRevenueGrp/ExclusionAmt028957
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0334052
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01507751
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01617978
IRS990/TotReportableCompRltdOrgAmt06000
IRS990/TravelGrp/TotalAmt075504
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt020
IRS990/VotingMembersIndependentCnt020
IRS990/WebsiteAddressTxt0WWW.SWOEA.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL FORTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05132893863
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWESTERN OHIO EDUCATION ASSN
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0310597998
ReturnHeader/Filer/PhoneNum05132893863
ReturnHeader/Filer/USAddress/AddressLine1Txt0270 NORTHLAND BLVD RM 224
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045246
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310795487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCROGGINSGREAR INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 NORTHLAND BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045246
ReturnHeader/PreparerPersonGrp/PhoneNum05137717070
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE KLINE
ReturnHeader/ReturnTs02026-03-09T21:25:11-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-09-01
ReturnHeader/TaxPeriodEndDt02025-08-31
ReturnHeader/TaxYr02024

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