NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION (EIN 31-1445684)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202233189349309108
- Schema version
- 2021v4.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T10:43:48-08:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341882110 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rambo & Szozda Ltd | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1721 Indian Wood Circle Ste 1 | AddressLine1Txt |
| City | Maumee | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43537 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311445684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Lexington Alumni Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWL | BusinessNameControlTxt |
| Phone | 7403424802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 52 | AddressLine1Txt |
| City | New Lexington | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 437640052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William H Nixon | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7403424802 | PhoneNum |
| Signature | 2022-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | William | PersonFirstNm |
| Person Last | Nixon | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Glenn L Rambo | PreparerPersonNm |
| PTIN | P00947314 | PTIN |
| Phone | 4198934880 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NLHS Alumni Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Janet Morris | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6702 Hamler Drive | AddressLine1Txt |
| City | Canal Winchester | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,755 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Providing post high school scholarships to deserving graduates of New Lexington High School. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $31,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $21,205 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,550 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $67,445 | PYTotalRevenueAmt |
| CY Total Revenue | $61,755 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $26,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $660 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $988 | PYOtherExpensesAmt |
| CY Other Expenses | $1,704 | CYOtherExpensesAmt |
| PY Total Expenses | $27,238 | PYTotalExpensesAmt |
| CY Total Expenses | $20,704 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,207 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $41,051 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $869,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,384,947 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $869,849 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,384,947 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Providing post high school scholarships to deserving graduates of New Lexington High School. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,000 | ExpenseAmt |
| Grant | $19,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Providing scholarships to deserving graduates of New Lexington High School. 22 scholarship grants were awarded and paid in fiscal year 2021, 2 grants of $1,250, 15 grants of $1,000, 1 grant of $500 and 4 grants of $250. | Desc |
| Total Program Service Expenses | $19,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William H Nixon | PersonNm |
| Phone | 7403424802 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 204 Mill Street | AddressLine1Txt |
| City | New Lexington | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43764 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| Janet Morris | ||||||
| President | 0.25 | Yes (X) | $0 | $0 | $0 | |
| Brenda Wright | ||||||
| 1st Vice President | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Martha Brame | ||||||
| Recording Secretary | 0.38 | Yes (X) | $0 | $0 | $0 | |
| William H Nixon | ||||||
| Treasurer | 10.00 | Yes (X) | $0 | $0 | $0 | |
| Jeannie Allen | ||||||
| Co-Tresurer | 0.38 | Yes (X) | $0 | $0 | $0 | |
| Jane Van Horn | ||||||
| Corresponding Sec. & Scholarship Trustee | 0.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| George Adams | ||||||
| Scholarship Trustee | 0.25 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $75 | MembershipDuesAmt |
| All Other Contributions | $21,130 | AllOtherContributionsAmt |
| Total Contributions | $21,205 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,550 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,755 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,550 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
| Program Services | $19,000 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Safe deposit box | $16 | $0 | $16 | $0 |
| State registration | $200 | $0 | $200 | $0 |
| Post office box | $70 | $0 | $70 | $0 |
| Insurance | $758 | $0 | $758 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $660 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,704 | TotalAmt |
| Program Services | $19,000 | ProgramServicesAmt |
| Management And General | $1,044 | ManagementAndGeneralAmt |
| Fundraising | $660 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,834 | BOYAmt |
| EOY | $138,685 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,015 | BOYAmt |
| EOY | $1,246,262 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,849 | BOYAmt |
| EOY | $1,384,947 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,849 | BOYAmt |
| EOY | $1,384,947 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,849 | BOYAmt |
| EOY | $1,384,947 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $869,849 | BOYAmt |
| EOY | $1,384,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $41,051 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,205 | CurrentTaxYearAmt |
| Total | $180,029 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $67,346 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,390 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,205 | CurrentTaxYearAmt |
| Total | $180,029 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $110,583 | SubstantialContributorsTotAmt |
| Public Support Total170 | $69,446 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,287 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,550 | CurrentTaxYearAmt |
| Total | $180,399 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $360,428 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.19270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.18720 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt II Ln 17a | Facts and Circumstances Test |
| Pt II Ln 17a | New Lexington Alumni Association ("NLAA") meets the "facts and circumstances" test for public support under Treas. Reg. 1.170A-9(f)(3). |
| Pt II Ln 17a | "NLAA" is organized and operated to attract new and additional public support from its community on a continuous basis. NLAA maintains a continous and bona fide program for solicitation of funds from the community and its membership Treas. Reg. 1.170A-9(f)(3)(ii). |
| Pt II Ln 17a | NLAA annually solicits contributions from the community served by the 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 that community. Treas. Reg. 1.170A-9(f)(3)(ii). |
| Pt II Ln 17a | The percentage of NLAA's public support, 19.27 on this return, is higher than the minimum floor of 10% and more than half (57.8% 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 2019 and a contribution of $25,000 in 2020. Mr. Miller died January 19, 2021. |
| Pt II Ln 17a | NLAA percentage of public support is skewed for 2019/2020 and 2020/2021 by two factors (i) due to COVID19 restrictions, NLAA could not hold a 2020 scholarship and awards banquet or a 2021 scholarship and 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 dropped from $17,346 in 2018/2019 and to $4,390 in 2019/2020 and increased slightly to $6,014 in 2020/2021. James G. Miller made contributions of of $25,000 in 2019/2020 and $25,000 in 2020/2021. Treas. Reg. 1.170A-9(f)(3)(iii)(A). |
| Pt II Ln 17a | NLAA's 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). |
| Pt II Ln 17a | NLAA's leadership is comprised of individuals elected pursuant to NLAA's governing documents by the members of NLAA at the annual scholarship and awards banquet. All such individuals have one common bond of with NLAA and each other; each is an alumnus of New Lexington High School. Treas. Reg. 1.170A-9(f)(3)(iii)(C). |
| Pt II Ln 17a | NLAA maintains a definitive program to accomplish is charitable work. Annually, NLAA awards scholarship to worthy graduates of New Lexington High School (approximately 550 students in four grades). From 2017 through 2021, NLAA awarded $121,575 in scholarship funds to 127 graduates; an average of $24,375 annually to 25 annual recipients, with a high of $29,785 awarded in 2019 to 29 recipients. New Lexington is located in Perry County, Ohio, an economically depressed area on the edge of Appalachia. New Lexington has a population of 4,707*. Median household income in New Lexington is $37,199*, well below the Ohio median of $62,262*. The poverty rate for New Lexington is 20.3%*, about 1.5 times the povery rate for Ohio of 13.4%*. The education level for a bachelor's degree or higher in Ohio is 30.7%*. In New Lexington, the education level for bachelor's degree or higher is 7.00%*, 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 of their education beyond high school, an opportunity they might otherwise not have without an NLAA scholarship. Treas. Reg. 1.170A-9(f)(3)(iii)(D)(ii). * Population, income, education statistic from Census Reporter (online)@11/5/22. |
| Pt II Ln 17a | 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). |
| Pt II Ln 17a |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 29 | RecipientCnt |
| Cash Grant | $19,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | NA | ValuationMethodUsedDesc |
| Non Cash Assistance | NA | NonCashAssistanceDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 2 | Janet Morris, President, and Brenda Wright, 1st Vice President, are sisters. |
| Pt VI, Line 6 | Members join by submitting a membership application and paying a $5 membership fee. |
| Pt VI, Line 7a | Members who attend the annual scholarship awards banquet and meeting elect the trustees and officers at the meeting. |
| Pt VI, Line 7b | Members who attend the annual scholarship awards banquet and meeting may act to approve the decisions of the governing body. |
| Pt VI, Line 11b | This 990 is reviewed by the Treasurer after being prepared by an member/attorney/CPA(inactive) as a volunteer. Copies of this 990 are provided to the other officers and the trustees directly by the preparer for their review. |
| Other | Part VI, Line 9 |
| Other | Janet Morris 6702 Hamler Drive, Canal Winchester OH 43110 |
| Other | Brenda Wright 966 Twp. Rd 185 SW, Junction City, OH 43748 |
| Other | Martha Brame 3636 Twp. Rd. 221 SE, New Lexinton, OH 43764 |
| Other | Jeannie Allen 4190 Twp. Rd. 215 E, New Lexington, OH 43764 |
| Other | Jane Van Horn 4246 St. Rt. 37 E, New Lexington, OH 43764 |
| Other | George Allen 130 Maple Heights, New Lexington, OH 43764 |
| Form 990, Part VI, Line 9 | Jane Van Horn 4246 St. Rte. 37 E New Lexington OH XXX-XX-XXXX |
| Form 990, Part VI, Line 9 | Martha Brame 3636 Township Rd 221 SE New Lexington OH XXX-XX-XXXX |
| Form 990, Part VI, Line 9 | William H. Nixon 204 Mill St. New Lexington OH XXX-XX-XXXX |
| Form 990, Part VI, Line 9 | Brenda J. Wright 966 Twp. Road 185 SW Junction City OH XXX-XX-XXXX |
| Form 990, Part VI, Line 9 | George Adams 130 Maple Heights New Lexington OH XXX-XX-XXXX |
| Form 990, Part VI, Line 9 | Jeannie Allen 4190 Township Rd. 215 E New Lexington OH XXX-XX-XXXX |
| Form 990, Part VI, Line 9 | Janet Morris 6702 Hamler Drive Canal Winchester OH XXX-XX-XXXX |
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