Southwestern City Schools Educational Foundation

EIN: 311216019 501(c)(3)

Grove City, OH

Total Revenue
$281,719
Total Expenses
$95,759
Total Assets
$1,907,750
Net Assets
$1,907,750
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
OH
Principal Officer
Christine A Houk
Phone
6148013028
Tax Period
2024-07-01 to 2025-06-30

Southwestern City Schools Educational Foundation, founded in 1986, is a small nonprofit that reported $282K in total revenue in fiscal year 2024. The organization ran a surplus of $186K, a strong 66% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $77,187
Program Service Revenue $0
Investment Income $94,519
Other Revenue $110,013
TOTAL REVENUE $281,719

Expense Breakdown

Grants Paid $80,255
Salaries & Benefits $0
Fundraising Expenses $1,193
Program Expenses $80,255
Other Expenses $15,504
TOTAL EXPENSES $95,759

Year-over-Year Comparison

2024 2023 Change
Revenue $281,719 $293,101 0.0%
Expenses $95,759 $99,518 0.0%
Net Income $185,960 $193,583 0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
N/A
Volunteers
13

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kacie Waugh Trustee 0.50
Director
$0 $0 $0
Christine Houk Treasurer 1.00
Officer
$0 $0 $0
Jill Billman-Royer Trustee 0.50
Director
$0 $0 $0
Lair Marin-Marcum Trustee 0.50
Director
$0 $0 $0
Alyson Hurley Chairman 1.00
Officer
$0 $0 $0
Brenda Newman Trustee 0.50
Director
$0 $0 $0
Gavin French Secretary 1.00
Officer
$0 $0 $0
Cindy Sgalla Trustee 0.50
Director
$0 $0 $0
Allison Hoffner Vice Chairman 1.00
Officer
$0 $0 $0
Julie Waller Trustee 0.50
Director
$0 $0 $0
Rachel Rendle Trustee 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $281,719 $95,759 $1,907,750 $185,960
2024 No data No data No data No data
2023 $216,024 $108,298 $1,528,207 $107,726
2022 $-28,851 $75,038 $1,420,481 $-103,889
2021 $235,742 $108,463 $1,524,370 $127,279
2020 $152,247 $90,776 $1,267,978 $61,471
2019 $166,656 $78,043 $1,206,507 $88,613
2018 $162,722 $85,850 $1,117,894 $76,872
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