Civic Intelligence

Southwestern City Schools Educational Foundation

EIN 31-1216019 • 501(c)3 • Grove City, OH

Profile

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.

3805 Marlane DriveGrove City, OH 43123

www.swcsef.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

93rd percentile

66%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

36%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,721,790

Up $193,583 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,721,790

Up $193,583 (+13%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin93rd percentile

Revenue

Up

$293,101

Up $77,077 (+36%) from 2023

Expenses

Down

$99,518

Down $8,780 (-8.1%) from 2023

Net Income

Up

$193,583

Up $85,857 (+80%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2016: $968,172Liabilities 2016: $0Net Assets 2016: $968,1722016Assets 2017: $1,041,022Liabilities 2017: $0Net Assets 2017: $1,041,0222017Assets 2018: $1,117,894Liabilities 2018: $0Net Assets 2018: $1,117,8942018Assets 2019: $1,206,507Liabilities 2019: $0Net Assets 2019: $1,206,5072019Assets 2020: $1,267,978Liabilities 2020: $0Net Assets 2020: $1,267,9782020Assets 2021: $1,524,370Liabilities 2021: $0Net Assets 2021: $1,524,3702021Assets 2022: $1,420,481Liabilities 2022: $0Net Assets 2022: $1,420,4812022Assets 2023: $1,528,207Liabilities 2023: $0Net Assets 2023: $1,528,2072023Assets 2024: $1,721,790Liabilities 2024: $0Net Assets 2024: $1,721,7902024

Highlighted filing

2024

Assets$1,721,790
Liabilities$0
Net Assets$1,721,790
Open 2024 Filing

Operations Trend

Revenue Growth78th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2016: $151,062Expenses 2016: $109,256Net Income 2016: $41,8062016Revenue 2017: $160,444Expenses 2017: $87,594Net Income 2017: $72,8502017Revenue 2018: $162,722Expenses 2018: $85,850Net Income 2018: $76,8722018Revenue 2019: $166,656Expenses 2019: $78,043Net Income 2019: $88,6132019Revenue 2020: $152,247Expenses 2020: $90,776Net Income 2020: $61,4712020Revenue 2021: $235,742Expenses 2021: $108,463Net Income 2021: $127,2792021Revenue 2022: -$28,851Expenses 2022: $75,038Net Income 2022: -$103,8892022Revenue 2023: $216,024Expenses 2023: $108,298Net Income 2023: $107,7262023Revenue 2024: $293,101Expenses 2024: $99,518Net Income 2024: $193,5832024

Highlighted filing

2024

Revenue$293,101
Expenses$99,518
Net Income$193,583
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,721,790
Liabilities
$0
Net assets
$1,721,790
Revenue
$293,101
Expenses
$99,518
Net income
$193,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.29$0.10$0.19
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.22$0.11$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.03$0.08$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.24$0.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.15$0.09$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.17$0.08$0.09
2018Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.16$0.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.16$0.09$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.15$0.11$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 8, 2025
Return Version
2023v6.0
Gross Receipts
$948,656
Mission and Program Overview

Mission

Provide scholarships and grants

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,395,151$1,545,813▲ $150,662
Cash and Non-Interest-Bearing Accounts$89,756$130,519▲ $40,763
Savings and Temporary Cash Investments$43,300$45,458▲ $2,158
Total Assets$1,528,207$1,721,790▲ $193,583
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,372,412$1,523,065▲ $150,653
Net Assets With Donor Restrictions$155,795$198,725▲ $42,930
Total Net Assets Fund Balance$1,528,207$1,721,790▲ $193,583
Total Liabilities and Net Assets / Fund Balance$1,528,207$1,721,790▲ $193,583
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Jill Billman-RoyerChairman
Allison HoffnerVice Chairman
Brenda NewmanTrustee
Cindy SgallaTrustee
Gavin FrenchTrustee
Julie WallerTrustee
Kacie WaughTrustee
Lair Marin-MarcumTrustee
Rachel RendleTrustee
Alyson HurleySecretary
Christine HoukTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$96,068
Program Service Revenue
$0
Investment Income
$23,305
Other Revenue
$173,728
All Other Contributions
$95,678
Change in Net Assets
$193,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$86,043
Other Expenses$13,475
Total Fundraising Expense$1,267
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$69,000--$69,000
Grants to Domestic Orgs$17,043--$17,043
Fees for Service Investment Mgmnt Fees$0$10,202$0$10,202
Advertising$0$1,624$0$1,624
Office Expenses$0$32$1,267$1,299
Other Expenses$0$150$0$150
Total Functional Expenses$86,043$12,208$1,267$99,518
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
South-Western City SchoolsGrove City, OH-Teacher programs$17,043
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,516
Fundraising Direct Expenses$34,515
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing (Inc prior yr)$29,785$29,785$2,427$27,358
Dinner$17,220$16,830$3,612$13,218
Total Events$68,906$68,516$34,515$34,001
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Southwestern City Schools Educational Foundation
EIN
31-1216019
Phone
6148013028
Address
3805 Marlane Drive, Grove City, OH 43123

Signing Officer

Name
Christine A Houk
Title
Treasurer
Phone
6148013028
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine A Houk
Formed
1986
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Firm
Houk CPA LLC
Address
4084 Broadway, Grove City, OH 43123
Preparer
Allen R Houk CPA
Phone
6148711158
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Each Trustee receives a copy of the Form 990 to review”

Pt VI, Line 11B

“via email prior to submission.”

Raw XML AppendixShowing 400 of 419 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt096068
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt063352
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt069944
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt084911
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0396256
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt023305
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt038735
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt042261
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt036951
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048237
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0189489
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.67650
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.65470
IRS990ScheduleA/PublicSupportTotal170Amt0396256
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt096068
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt063352
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt069944
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt084911
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0396256
IRS990ScheduleA/TotalSupportAmt0585745
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0390
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt0390
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt034515
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Outing (Inc prior yr)
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Dinner
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt04210
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03186
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt03974
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt011370
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt068906
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029785
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt016830
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt021901
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt068516
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034001
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt06039
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt02427
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03612
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt011265
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt01088
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04753
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017106
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt017043
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Teacher programs
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0South-Western City Schools
IRS990ScheduleI/RecipientTable/RecipientEIN0316402588
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03805 Marlane Dr
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Grove City
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd043123
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Each Trustee receives a copy of the Form 990 to review
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1via email prior to submission.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01528207
IRS990/TotalAssetsEOYAmt01721790
IRS990/TotalAssetsGrp/BOYAmt01528207
IRS990/TotalAssetsGrp/EOYAmt01721790
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt096068
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01267
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012208
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt086043
IRS990/TotalFunctionalExpensesGrp/TotalAmt099518
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01528207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01721790
IRS990/TotalProgramServiceExpensesAmt086043
IRS990/TotalRevenueGrp/ExclusionAmt034001
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0163032
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0293101
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01528207
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01721790
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04084 Broadway
IRS990/USAddress/CityNm0Grove City
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043123
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.swcsef.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christine A Houk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum06148013028
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southwestern City Schools Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0311216019
ReturnHeader/Filer/PhoneNum06148013028

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