SWITZERLAND COUNTY PUBLIC SCHOOL ENDOWMENT CORPROATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SWITZERLAND COUNTY PUBLIC SCHOOL ENDOWMENT CORPROATION (EIN 35-2116640)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-03
IRS object ID
202111549349300146
Schema version
2020v4.0
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)
Return2021-06-03T13:09:20-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-06-01SignatureDt
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
Preparation2021-06-03PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
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 OfficerMARK LOHIDEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12266 HWY 56AddressLine1Txt
CityBENNINGTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP47011ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$662,137GrossReceiptsAmt
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$729,489PYContributionsGrantsAmt
CY Contributions Grants$547,318CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$229,570PYInvestmentIncomeAmt
CY Investment Income$114,819CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$959,059PYTotalRevenueAmt
CY Total Revenue$662,137CYTotalRevenueAmt
PY Grants And Similar Paid$830,404PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$762,858CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,125PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,406CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$21,867PYOtherExpensesAmt
CY Other Expenses$21,118CYOtherExpensesAmt
PY Total Expenses$859,396PYTotalExpensesAmt
CY Total Expenses$787,382CYTotalExpensesAmt
PY Revenues Less Expenses$99,663PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$125,245CYRevenuesLessExpensesAmt
Total Assets BOY$1,668,850TotalAssetsBOYAmt
Total Assets EOY$1,543,605TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,668,850NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,543,605NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE EDUCATIONAL RESOURCES FOR THE STUDENTS, STAFF AND FACULTY AND SCHOOLS IN THE VEVAY AREAMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$762,858ExpenseAmt
Grant$762,858GrantAmt
DescTO PROVIDE EDUCATIONAL RESOURCES FOR STUDENTS AND FACULTY AND SCHOOLS IN THE VEVAY AREADesc
Total Program Service Expenses$762,858TotalProgramServiceExpensesAmt
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 StmtYes (true)IndependentAuditFinclStmtInd
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 Document5IRPDocumentCnt
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

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RACHEL SCHULER
SEC/TREAS10.00Yes (X)Yes (X)$1,007$0$0
JAMES A PHIPPS
VICE PRESIDE5.00Yes (X)Yes (X)$632$0$0
ROD HITE
MEMBER5.00Yes (X)$631$0$0
MARK LOHIDE
PRESIDENT5.00Yes (X)Yes (X)$631$0$0
JOSHUA SOUTH
MEMBER5.00Yes (X)$505$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,406TotalReportableCompFromOrgAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Government Grants$547,318GovernmentGrantsAmt
Total Contributions$547,318TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,819TotalRevenueColumnAmt
Exclusion$114,819ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$662,137TotalRevenueColumnAmt
Exclusion$114,819ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$762,858TotalAmt
Program Services$762,858ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,406TotalAmt
Management And General$3,406ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,648TotalAmt
Management And General$8,648ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$12,376TotalAmt
Management And General$12,376ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ADMINISTRATIVE$64$64
BANK FEES$30$30

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$787,382TotalAmt
Program Services$762,858ProgramServicesAmt
Management And General$24,524ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$26,110BOYAmt
EOY$3,517EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,642,740BOYAmt
EOY$1,540,088EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,668,850BOYAmt
EOY$1,543,605EOYAmt

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$1,668,850BOYAmt
EOY$1,543,605EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,668,850BOYAmt
EOY$1,543,605EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,668,850BOYAmt
EOY$1,543,605EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$125,245ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
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$737,418CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$783,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$758,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$729,489CurrentTaxYearMinus1YearAmt
Current Tax Year$547,318CurrentTaxYearAmt
Total$3,555,681TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$737,418CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$783,435CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$758,021CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$729,489CurrentTaxYearMinus1YearAmt
Current Tax Year$547,318CurrentTaxYearAmt
Total$3,555,681TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,555,681PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,491CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,586CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$92,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$229,570CurrentTaxYearMinus1YearAmt
Current Tax Year$114,819CurrentTaxYearAmt
Total$494,426TotalAmt
FieldValueIRS element (for citing)
Total Support$4,050,107TotalSupportAmt
Public Support CY1700.87790PublicSupportCY170Pct
Public Support PY1700.91340PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$662,137TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$662,137RevenueSubtotalAmt
Total Revenue Per Form990$662,137TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$787,381TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$1OtherExpensesIncludedAmt
Expenses Not Reported-$1ExpensesNotReportedAmt
Expenses Subtotal$787,382ExpensesSubtotalAmt
Total Expenses Per Form990$787,382TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 4, PART XII, LINE 2DFormAndLineReferenceDesc
ExplanationROUNDING -1ExplanationTxt

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$762,858CashGrantAmt
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.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.