Civic Intelligence

South-Western Education Association

990 • Fiscal year 2019 • EIN 31-1054429

Sep 01, 2018 to Aug 31, 2019 • Filed on Feb 13, 2020

Organization Profile
4074 Hoover Rd Suite 201Grove City, OH 43123

(614) 875-3829

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.18x

Higher debt load relative to assets than 84% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.07x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

31st percentile

1.3%

Higher net margin than 31% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

22nd percentile

$8,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

3.5%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

56th percentile

4.5%

Faster revenue growth than 56% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$608,829

Up $20,456 (+3.5%) from 2018

Net Assets

Up

$498,114

Up $21,372 (+4.5%) from 2018

Liabilities

Down

$110,715

Down $916 (-0.8%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin31st percentile

Revenue

Up

$1,497,397

Up $64,400 (+4.5%) from 2018

Expenses

Up

$1,478,514

Up $54,873 (+3.9%) from 2018

Net Income

Up

$18,883

Up $9,527 (+102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2013: $562,959Liabilities 2013: $104,982Net Assets 2013: $457,9772013Assets 2014: $560,626Liabilities 2014: $98,391Net Assets 2014: $462,2352014Assets 2015: $564,494Liabilities 2015: $110,201Net Assets 2015: $454,2932015Assets 2017: $474,990Liabilities 2017: $6,952Net Assets 2017: $468,0382017Assets 2018: $588,373Liabilities 2018: $111,631Net Assets 2018: $476,7422018Assets 2019: $608,829Liabilities 2019: $110,715Net Assets 2019: $498,1142019Assets 2020: $653,962Liabilities 2020: $115,124Net Assets 2020: $538,8382020Assets 2021: $587,717Liabilities 2021: $0Net Assets 2021: $587,7172021Assets 2022: $626,944Liabilities 2022: $0Net Assets 2022: $626,9442022Assets 2023: $645,800Liabilities 2023: $0Net Assets 2023: $645,8002023Assets 2024: $867,290Liabilities 2024: $211,744Net Assets 2024: $655,5462024

Highlighted filing

2019

Assets$608,829
Liabilities$110,715
Net Assets$498,114
Open 2019 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2013: $1,310,5822013Revenue 2014: $1,310,727Expenses 2014: $1,306,579Net Income 2014: $4,1482014Revenue 2015: $1,306,905Expenses 2015: $1,315,138Net Income 2015: -$8,2332015Revenue 2017: $1,376,175Expenses 2017: $1,374,862Net Income 2017: $1,3132017Revenue 2018: $1,432,997Expenses 2018: $1,423,641Net Income 2018: $9,3562018Revenue 2019: $1,497,397Expenses 2019: $1,478,514Net Income 2019: $18,8832019Revenue 2020: $1,565,224Expenses 2020: $1,525,082Net Income 2020: $40,1422020Revenue 2021: $1,513,196Expenses 2021: $1,465,719Net Income 2021: $47,4772021Revenue 2022: $1,591,393Expenses 2022: $1,547,092Net Income 2022: $44,3012022Revenue 2023: $1,608,237Expenses 2023: $1,587,024Net Income 2023: $21,2132023Revenue 2024: $1,639,252Expenses 2024: $1,632,594Net Income 2024: $6,6582024

Highlighted filing

2019

Revenue$1,497,397
Expenses$1,478,514
Net Income$18,883
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Feb 13, 2020
Return Version
2018v3.2
Gross Receipts
$1,497,397
Mission and Program Overview

Mission

To ensure teacher welfare and professional growth while advocating the best educational programs for children.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$395,697$297,541▼ $98,156
Savings and Temporary Cash Investments$144,066$144,227▲ $161
Pledges and Grants Receivable$11,777$131,077▲ $119,300
Investments in Publicly Traded Securities$32,661$35,150▲ $2,489
Land, Buildings, and Equipment, Net$4,172$834▼ $3,338
Total Assets$588,373$608,829▲ $20,456
Liabilities
Accounts Payable and Accrued Expenses$108,016$110,715▲ $2,699
Other Liabilities$3,615--
Total Liabilities$111,631$110,715▼ $916
Net Assets / Fund Balance
Unrestricted Net Assets$476,742$498,114▲ $21,372
Total Net Assets Fund Balance$476,742$498,114▲ $21,372
Total Liabilities and Net Assets / Fund Balance$588,373$608,829▲ $20,456

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$834$28,957$29,791
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Carol CrossPresidentPT$8,000$8,000
Debi BallardVice PresidePT$5,000$5,000
Amber NoonanTreasurer-$3,000$3,000
Stefanie HallSecretary-$2,500$2,500
Revenue and Support

Revenue Composition

Contributions and Grants
$1,496,335
Program Service Revenue
$0
Investment Income
$1,062
Other Revenue
$0
Change in Net Assets
$18,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,497,397
Revenue Not Reported on Form 990
$4,933
Total Revenue per Audited Statements
$1,502,330
Total Revenue per Form 990
$1,497,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,438,169
Salaries, Compensation, and Employee Benefits$35,345
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$1,216,651--$1,216,651
All Other Expenses$20,795--$20,795
Occupancy-$18,720-$18,720
Current Officers, Directors, Trustees, and Key Employees$18,500--$18,500
Other Salaries and Wages-$15,412-$15,412
Office Expenses-$15,261-$15,261
Conferences and Meetings-$8,149-$8,149
Other Expenses$8,000--$8,000
Fees for Services Accounting-$5,200-$5,200
Grants to Domestic Individuals$5,000--$5,000
Depreciation Depletion-$3,337-$3,337
Payroll Taxes-$1,433-$1,433
Insurance-$983-$983
Total Functional Expenses$1,410,019$68,495$0$1,478,514

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,483,447
Expenses per Audited Statements$1,478,514
Total Expenses per Form 990$1,478,514
Expenses Not Reported on Form 990$4,933
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Form 990 is reviewed by the organization prior to filing.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
South-western Education Association
EIN
31-1054429
Phone
6148753829
Address
4074 HOOVER RD SUITE 201, GROVE CITY, OH 43123

Signing Officer

Name
Amber Noonan
Title
Treasurer
Phone
6148753829
Signed
2020-02-13

Organization Details

Principal Officer
Carol Cross
Voting Board Members
4
Independent Board Members
4
Employees
17

Preparer

Firm
Bhm CPA Group Inc
Address
PO BOX 875, CIRCLEVILLE, OH 43113-0875
Preparer
Jeffrey a Harr
Phone
7404745210
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Education and references for the dues paying memebers; allows membership priveleges at the state and national level.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The association complies with accounting standards codification (asc) 740- 10 related to uncertain tax positions. Asc 740-10 prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken on a tax return. Management is not aware of any tax positions taken by the association on its tax returns that they consider to be uncertain or that would jeopardize its tax exempt status. Tax returns for the years ended 2015, 2016 and 2017 are still open and subject to examination by the internal revenue service.”

Schedule D, Page 4, Part XI, Line 2D

“Reimbursed expenses 4,933”

Schedule D, Page 4, Part XII, Line 2D

“Reimbursed expenses 4,933”

Raw XML Appendix321 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED EXPENSES 4,933
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2REIMBURSED EXPENSES 4,933
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
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ReturnHeader/ReturnTs02020-02-14T08:24:41-06:00
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ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$608,829
Liabilities
$110,715
Net assets
$498,114
Revenue
$1,497,397
Expenses
$1,478,514
Net income
$18,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.21$0.66$1.64$1.63$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$1.61$1.59$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$1.59$1.55$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$1.51$1.47$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.65$0.12$0.54$1.57$1.53$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.61$0.11$0.50$1.50$1.48$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.11$0.48$1.43$1.42$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.01$0.47$1.38$1.37$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.56$0.11$0.45$1.31$1.32$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.56$0.10$0.46$1.31$1.31$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.10$0.46$1.31