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NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION (EIN 31-1445684)
Tax period
2022-07-01 to 2023-06-30
Filed
2023-11-03
IRS object ID
202313119349301721
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-03T16:17:39-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311445684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWLBusinessNameControlTxt
Phone7403424802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 52AddressLine1Txt
CityNew LexingtonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43764ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWilliam NixonPersonNm
Person TitleTreasurerPersonTitleTxt
Phone7403424802PhoneNum
Signature2023-10-30SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Profile Password ChangeYes (X)ProfilePasswordChangeInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerB Jane VanHornPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14246 State Route 37 EAddressLine1Txt
CityNew LexingtonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43764ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$854,345GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.nlhsalumni.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1988FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionProviding post high school scholarships to deserving graduates of New Lexington High School.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,205PYContributionsGrantsAmt
CY Contributions Grants$8,400CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$40,550PYInvestmentIncomeAmt
CY Investment Income$70,448CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$61,755PYTotalRevenueAmt
CY Total Revenue$78,848CYTotalRevenueAmt
PY Grants And Similar Paid$19,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$48,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,704PYOtherExpensesAmt
CY Other Expenses$13,656CYOtherExpensesAmt
PY Total Expenses$20,704PYTotalExpensesAmt
CY Total Expenses$62,156CYTotalExpensesAmt
PY Revenues Less Expenses$41,051PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,692CYRevenuesLessExpensesAmt
Total Assets BOY$1,387,509TotalAssetsBOYAmt
Total Assets EOY$1,415,992TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,387,509NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,415,992NetAssetsOrFundBalancesEOYAmt
MissionProviding scholarships to deserving graduates of New Lexington High School.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$62,156ExpenseAmt
Grant$48,500GrantAmt
Revenue$78,848RevenueAmt
DescProviding scholarships to deserving graduates of New Lexington High School. Fifty-two scholarship grants were paid in fiscal year 2022. Two grants of $1,250; Forty-four grants of $1,000; Two grants of $500; and Four grants of $250Desc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$62,156TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld Compliance0BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing AddressYes (1)OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonWilliam H NixonPersonNm
Phone7403424802PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1204 Mill StreetAddressLine1Txt
CityNew LexingtonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43764ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Lorie Tokie
Vice President0.250Yes (X)Yes (X)$0$0$0
B Scott Berry
Recording Secretary0.380Yes (X)Yes (X)$0$0$0
Martha Brame
Scholarship Trustee0.250Yes (X)Yes (X)$0$0$0
B Jane VanHorn
President0.250Yes (X)$0$0$0
William H Nixon
Treasurer100Yes (X)$0$0$0
Jeannie M Allen
Co-Treasurer0.380Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$30MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$8,370AllOtherContributionsAmt
Noncash Contributions$0NoncashContributionsAmt
Total Contributions$8,400TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$53,552TotalRevenueColumnAmt
Related Or Exempt Func Income$53,552RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$792,393SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$775,497SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$16,896SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,896TotalRevenueColumnAmt
Related Or Exempt Func Income$16,896RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,848TotalRevenueColumnAmt
Related Or Exempt Func Income$70,448RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$48,500TotalAmt
Program Services$48,500ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,658TotalAmt
Program Services$12,658ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$998TotalAmt
Program Services$998ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$62,156TotalAmt
Program Services$62,156ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$135,985BOYAmt
EOY$154,770EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,251,524BOYAmt
EOY$1,261,222EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,387,509BOYAmt
EOY$1,415,992EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,387,509BOYAmt
EOY$1,415,992EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,387,509BOYAmt
EOY$1,415,992EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,387,509BOYAmt
EOY$1,415,992EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$16,692ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$0NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$11,791OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,014CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,205CurrentTaxYearMinus1YearAmt
Current Tax Year$8,400CurrentTaxYearAmt
Total$157,355TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$67,346CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$29,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$31,014CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,205CurrentTaxYearMinus1YearAmt
Current Tax Year$8,400CurrentTaxYearAmt
Total$157,355TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$102,799SubstantialContributorsTotAmt
Public Support Total170$54,556PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,075CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$38,255CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,287CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$40,550CurrentTaxYearMinus1YearAmt
Current Tax Year$53,552CurrentTaxYearAmt
Total$202,719TotalAmt
FieldValueIRS element (for citing)
Total Support$360,074TotalSupportAmt
Public Support CY1700.15151PublicSupportCY170Pct
Public Support PY1700.1927PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestFacts and Circumstances Test New Lexington Alumni Association ("NLAA") meets the "facts and circumstances" test for public support under Treas. Reg. 1.170A-9(f)(3) "NLAA" is organized and operated to attract new and additional public support from its community on a continuous basis. NLAA maintains a continuous and bona fide program for solicitation of funds from the community and its membership Treas. Reg. 1.17A-9(f)(3)(ii) NLAA annually solicits contributions from the community served by New Lexington School District and from graduates of New Lexington High School. Such annual solicitation is conducted (I) primarily by a mail solicitation conducted in the late spring around the time of prom, graduation, and NLAA's scholarship and awards banquet. (II) through an NLAA's annual scholarship and awards banquet and (III) through the NLAA website. The scope of this fund raising activity is reasonable in light of the NLAA's charitable purpose of providing scholarships to graduates of New Lexington High School. NLAA's solicitation activities are directed to the community that produces the recipients of NLAA's charitable activities and to persons with a past or present relationship with the community. Treas. Reg. 1.170A-9(f)(3)(ii). The percentage of NLAA's public support, 15.15% on this return, is higher than the minimum floor of 10% and less than half (45.5%) of the automatic mathematical public support standard of 33.3%. NLAA's percentage first dropped below 33.3% for 2018, when it declined to 28.35%. The cause of this decline can be attributed to a $50,000 contribution from donor, James G. Miller (class of 1955), rather than a decline in public support. Mr. Miller's annual contributions for the five years prior to 2018 were $10,000 in each of 2013, 2014, 2015, and 2016 and $15,000 in 2017. NLAA met the 33.3% mathematical public support standard in the five years leading up to 2018. Mr. Miller was again generous in 2019 and 2020, making a contribution of $25,000 in 2020. Mr. Mill died January 19, 2021. NLAA percentage of public support is skewed for 2019/2020, 2020/2021, and 2021/2022 by two factors (I) due to COVID restrictions, NLAA could not hold a 2020, 2021, or 2022 scholarship awards banquet and (II) James G. Miller's unusual contribution of $25,000 in 2019/2020. With no banquet, contributions from persons other than James G. Miller $17,346 in 2018/2019; to $4,390 in 2019/2020; increased slightly to $6,014 in 2020/2021; increased to $20,275 due to various donations including a $10,000 donation by Robert Williams (Class of 1952) in 2021/2022; Treas. Reg. 1.70A-9(f)(3)(iii)(A). NLAA receives support from a representative number of persons. Persons who are alumni of, or who have some other association with, New Lexington High School. Treas. Reg. 1.170A-9(f)(3)(iii)(B) NLAA's leadership is compromised of individuals elected pursuant to NLAA's governing documents by the members of the NLAA at the annual scholarship and awards banquet. All such individuals have one common bond with NLAA and each other; each is an alumnus of New Lexington High School. Treas. Reg. 1.170A-9(f)(3)(iii)(C). NLAA maintains a definitive program to accomplish its charitable work. Annually, NLAA awards scholarships to worthy graduates of New Lexington High School (approximately 550 students in four grades). From 2017 through 2022, NLAA awarded $170,575 in scholarship funds to 179 graduates; an average of $28,429 annually to 30 annual recipients, with a high of $48,500 in 2022 to 52 recipients. The increase in the amount of the awards and recipients in 2022 was due to the after effects of COVID and the number of recipients who had not requested payments due to the uncertain times during and following the pandemic. New Lexington is located in Perry County, Ohio, an economically depressed area on the edge of Appalachia. New Lexington has a population of 4335*. Median household income in New Lexington is $39,010*, well below the Ohio median of $61,938*. The poverty rate of New Lexington is 23.2%*, about 1.5 times the poverty rate for Ohio of 13.4%*. The education level for a bachelor's degree or higher in Ohio is 29.7%*. In New Lexington, the education level for a bachelor's degree or higher is 8%*, less than one-fourth the state level. NLAA's charitable activities meet the needs of the community within the New Lexington School District by providing scholarships to graduates of New Lexington High School, funds that support their opportunity to continue their education beyond high school, an opportunity they might otherwise not have without an NLAA scholarship. Treas. Reg. 1.170A(f)(3)(iii)(D)(ii). *Population, income, education statistics from Census Reporter (online 9/21/2023). The precise charitable activity of NLAA, providing "education activities in the case of an alumni association" is specifically recognized as a factor in favor of determining whether an organization is "publicly supported". by Treas. Reg 1.170A-9(f)(3)(iii)(E)(3).FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
Two graduates were awarded $1250 scholarship awards in 2022/2023.2$1,250$0
Forty-fours graduates were awarded $1,000 awards in 2022/2023.44$1,000$0
Two graduates were awarded $500 awards in 2022/2023.2$500$0
Four graduates were awarded $250 awards in 2022/2023.4$250$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2FormAndLineReferenceDesc
ExplanationThe organization awards scholarships annually that are paid out upon the graduates request in 2-4 year increments determined by the length of college originally indicated at the time of application.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2William H. Nixon, Treasurer is the uncle of Jeannie M. Allen, Co-Treasurer.
Form 990, Part VI, Section A, Line 6Members join by submitting membership applications and paying $5 Membership fee.
Form 990, Part VI, Section A, Line 7aMembers who attend the September planning meeting elect the trustees and officers at that meeting.
Form 990, Part VI, Section A, Line 7bMembers who attend the monthly planning meetings may act to approve the decisions of the governing body.
Form 990, Part VI, Section A, Line 9B. Jane VanHorn 4246 State Route 37 E, New Lexington, OH 43764; Lori Tokie P.O. Box 925, New Lexington, OH 43764; B. Scott Berry 200 Fowlers Lane, New Lexington, OH 43764; William H. Nixon 204 Mill Street, New Lexington, OH 43764; Jeannie M. Allen 4190 Township Road 215 SE, New Lexington, OH 43764; Martha Brame 3636 Township Road 221 SE, New Lexington, OH 43764
Form 990, Part VI, Section B, Line 11bThis 990 is reviewed by the treasurer after being prepared by a member as a volunteer. Copies of this 990 are provided to other officers and the trustees by personal delivery by the Treasurer and Co-Treasurer for their review.
Form 990, Part VI, Section C, Line 19None were requested.
Form 990, Part XI, Line 9During the transition from Morgan Stanley and the recording of investments "at cost" versus Merrill Lynch recording "fair market value" there were errors in recording practices including failure to record expenses for the financial advisory fee put in place during the transition.

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