SWITZERLAND COUNTY PUBLIC SCHOOL ENDOWMENT CORPROATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SWITZERLAND COUNTY PUBLIC SCHOOL ENDOWMENT CORPROATION (EIN 35-2116640)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-10
IRS object ID
202233149349304808
Schema version
2021v4.0
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)
Return2022-11-10T14:01:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351900977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERMAN BARBER & MULLIKIN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 W 3RD STAddressLine1Txt
CityMADISONCityNm
State AbbreviationINStateAbbreviationCd
ZIP472503339ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352116640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SWITZERLAND CO PUBLIC SCHOOLSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSWITBusinessNameControlTxt
Phone8125845144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112085 LAKE GENEVA ROADAddressLine1Txt
CityVEVAYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47043ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRACHEL SCHULERPersonNm
Person TitleSEC/TREASPersonTitleTxt
Phone8125845144PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRACHELPersonFirstNm
Person LastSCHULERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTINE D DATTILO CPAPreparerPersonNm
PTINP00052433PTIN
Phone8122655312PhoneNum
Preparation2022-11-10PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ENDOWMENT CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerGRANT DEANPrincipalOfficerNm
Gross Receipts$796,458GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2000FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO PROVIDE EDUCATIONAL RESOURCES FOR THE STUDENTS, STAFF AND FACULTY AND SCHOOLS IN THE VEVAY AREAActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$547,318PYContributionsGrantsAmt
CY Contributions Grants$780,158CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$114,819PYInvestmentIncomeAmt
CY Investment Income$16,300CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$662,137PYTotalRevenueAmt
CY Total Revenue$796,458CYTotalRevenueAmt
PY Grants And Similar Paid$762,858PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$701,355CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,406PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$21,118PYOtherExpensesAmt
CY Other Expenses$21,763CYOtherExpensesAmt
PY Total Expenses$787,382PYTotalExpensesAmt
CY Total Expenses$723,135CYTotalExpensesAmt
PY Revenues Less Expenses-$125,245PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$73,323CYRevenuesLessExpensesAmt
Total Assets BOY$1,543,605TotalAssetsBOYAmt
Total Assets EOY$1,755,553TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,543,605NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,755,553NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE EDUCATIONAL RESOURCES FOR THE STUDENTS, STAFF AND FACULTY AND SCHOOLS IN THE VEVAY AREAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$701,355ExpenseAmt
Grant$701,355GrantAmt
DescTO PROVIDE EDUCATIONAL RESOURCES FOR STUDENTS AND FACULTY AND SCHOOLS IN THE VEVAY AREADesc
Total Program Service Expenses$701,355TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRACHEL SCHULERPersonNm
Phone8125845144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112085 LAKE GENEVA ROADAddressLine1Txt
CityVEVAYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47043ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GRANT DEAN
PRESIDENTYes (X)Yes (X)$0$0$0
ANDY HASKELL
VICE PRESIDEYes (X)Yes (X)$0$0$0
ROD HITE
MEMBERYes (X)$0$0$0
CLAY MEYER
MEMBERYes (X)$0$0$0
RACHEL SCHULER
SEC/TREASYes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$780,158GovernmentGrantsAmt
Total Contributions$780,158TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,300TotalRevenueColumnAmt
Exclusion$16,300ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$796,458TotalRevenueColumnAmt
Exclusion$16,300ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$701,355TotalAmt
Program Services$701,355ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$17TotalAmt
Management And General$17ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,920TotalAmt
Management And General$8,920ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,828TotalAmt
Management And General$12,828ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Total$15TotalAmt
Management And General$15ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$723,135TotalAmt
Program Services$701,355ProgramServicesAmt
Management And General$21,780ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,517BOYAmt
EOY$143,435EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,540,088BOYAmt
EOY$1,612,118EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,543,605BOYAmt
EOY$1,755,553EOYAmt

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$1,543,605BOYAmt
EOY$1,755,553EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,543,605BOYAmt
EOY$1,755,553EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,543,605BOYAmt
EOY$1,755,553EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$73,323ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$138,625NetUnrlzdGainsLossesInvstAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

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$783,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$758,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$729,489CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$547,318CurrentTaxYearMinus1YearAmt
Current Tax Year$780,158CurrentTaxYearAmt
Total$3,598,421TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$783,435CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$758,021CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$729,489CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$547,318CurrentTaxYearMinus1YearAmt
Current Tax Year$780,158CurrentTaxYearAmt
Total$3,598,421TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,598,421PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,586CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$92,960CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$229,570CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$114,819CurrentTaxYearMinus1YearAmt
Current Tax Year$16,300CurrentTaxYearAmt
Total$482,235TotalAmt
FieldValueIRS element (for citing)
Total Support$4,080,656TotalSupportAmt
Public Support CY1700.88180PublicSupportCY170Pct
Public Support PY1700.87790PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANTSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1305 W SEMINARY STREETAddressLine1Txt
CityVEVAYCityNm
State AbbreviationINStateAbbreviationCd
ZIP47043ZIPCd
FieldValueIRS element (for citing)
Cash Grant$701,355CashGrantAmt
Purpose Of GrantEDUCATION ACTIVITIESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE BOARD HAS GIVEN THE RESPONSIBILITY OF REVIEWING THE TAX RETURN TO THE TREASURER. THE TREASURER REVIEWS AND SIGNS THE TAX RETURN AND MAILS IT TO THE GOVERNMENT. IF A BOARD MEETING OCCURS BEFORE THE DUE DATE OF THE RETURN, THE TREASURER TAKES IT TO A MEETING FOR THE OTHER DIRECTORS TO REVIEW.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS ARE MADE AVAILABLE TO PUBLIC UPON REQUEST.

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