NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
NEW LEXINGTON HIGH SCHOOL ALUMNI ASSOCIATION (EIN 31-1445684)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-10-31
IRS object ID
201243059349301204
Schema version
2011v1.2
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)
Timestamp2012-10-31T11:56:44-07:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARSH BROGAN SZOZDA & RAMBO LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1110 E DUDLEY STREETAddressLine1
CityMAUMEECity
StateOHState
ZIP Code435373366ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311445684EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1NEW LEXINGTON ALUMNI ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlNEWLNameControl
Phone7403424802Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 52AddressLine1
CityNEW LEXINGTONCity
StateOHState
ZIP Code437640052ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM H NIXONName
TitleTREASURERTitle
Phone7403424802Phone
Date Signed2012-10-24DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameGLENN L RAMBOName
Phone4198935880Phone
Date Prepared2012-10-31DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTEPHANIE SMITHNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13572 ST RTE 669 NEAddressLine1
CitySOMMERSETCity
StateOHState
ZIP Code437839743ZIPCode
FieldValueIRS element (for citing)
Gross Receipts73611GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1988YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionProviding post high school scholarships to graduates of New Lexington High School.ActivityOrMissionDescription
Nbr Voting Members Governing Body8NbrVotingMembersGoverningBody
Nbr Independent Voting Members8NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers8TotalNbrVolunteers
Total Gross UBI-1892TotalGrossUBI
Contributions Grants Prior Year28661ContributionsGrantsPriorYear
Contributions Grants Current Year24721ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-1710InvestmentIncomePriorYear
Investment Income Current Year4405InvestmentIncomeCurrentYear
Other Revenue Prior Year436OtherRevenuePriorYear
Other Revenue Current Year-1892OtherRevenueCurrentYear
Total Revenue Prior Year27387TotalRevenuePriorYear
Total Revenue Current Year27234TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year27570GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY23055GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1993OtherExpensePriorYear
Other Expenses Current Year1001OtherExpensesCurrentYear
Total Expenses Prior Year29563TotalExpensesPriorYear
Total Expenses Current Year24056TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2176RevenuesLessExpensesPriorYear
Revenues Less Expenses CY3178RevenuesLessExpensesCY
Total Assets BOY388583TotalAssetsBOY
Total Assets EOY391761TotalAssetsEOY
Total Liabilities EOY0TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY388583NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY391761NetAssetsOrFundBalancesEOY
Mission DescriptionTo assist and promote the interests of New Lexington High SchoolMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense23205Expense
Grants23055Grants
Revenue24721Revenue
DescriptionPROVIDING SCHOLARSHIPS TO DESERVING GRADUATES OF NEW LEXINGTON HIGH SCHOOL.Description
Total Program Service Expense23205TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledtrueForm8899Filed
Form1098 C FiledtrueForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members8NbrVotingGoverningBodyMembers
Number Independent Voting Members8NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddresstrueOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicyfalseConflictOfInterestPolicy
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonWILLIAM H NIXONNamePerson
Telephone Number7403424802TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1204 MILL STREETAddressLine1
CityNEW LEXINGTONCity
StateOHState
ZIP Code43764ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerIndividual Trustee Or DirectorIndividualTrusteeOrDirector
STEPHANIE SMITH
President0.25X
JANE VAN HORN
Vice President0.25X
MARTHA BRAME
Recroding Secretary0.38X
WILLIAM H NIXON
Treasurer10.00X
PAULA CANNON
Corresponding Secretary0.75X
BARBARA SHIPLETT
Scholarship Trustee0.25X
GEORGE ADAMS
Scholarship Trustee0.25X
JOHN MCGAUGHEY
Scholarship Trustee0.25X
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Membership Dues1015MembershipDues
All Other Contributions23706AllOtherContributions
Total Contributions24721TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column17393TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities27969Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities40957Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-12988Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-12988TotalRevenueColumn
Related Or Exempt Function Income-12988RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Gross Income Fundraising Events3528GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events426CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses5420FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-1892TotalRevenueColumn
Unrelated Business Revenue-1892UnrelatedBusinessRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column27234TotalRevenueColumn
Related Or Exempt Function Income4405RelatedOrExemptFunctionIncome
Unrelated Business Revenue-1892UnrelatedBusinessRevenue

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total23055Total
Program Services23055ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total150Total
Program Services150ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Safe deposit box130130
State registration500500
Office supplies11201120
Postage stamps63006300

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total46Total
Program Services0ProgramServices
Management And General46ManagementAndGeneral
Fundraising0Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total24056Total
Program Services23205ProgramServices
Management And General851ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY33BOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY62996BOY
EOY67084EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY45BOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY325509BOY
EOY324677EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY388583BOY
EOY391761EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY388583BOY
EOY391761EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY388583BOY
EOY391761EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY388583BOY
EOY391761EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses3178ReconcilationRevenueExpenses
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting CashXMethodOfAccountingCash
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedfalseFSAudited
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years38363CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years29717CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34454CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28661CurrentTaxYearMinus1Year
Current Tax Year24721CurrentTaxYear
Total155916Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years38363CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years29717CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years34454CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year28661CurrentTaxYearMinus1Year
Current Tax Year24721CurrentTaxYear
Total155916Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total61555AmountsSubstContributorsTotal
Public Support Total17094361PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14480CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11921CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years13941CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17449CurrentTaxYearMinus1Year
Current Tax Year17393CurrentTaxYear
Total75184Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year436CurrentTaxYearMinus1Year
Total436Total
FieldValueIRS element (for citing)
Total Support231536TotalSupport
Public Support Pertcentage1700.40750PublicSupportPertcentage170
Public Support Pertcent Prior Year0.42600PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170
Public Support Total5090PublicSupportTotal509
Public Support Percentage5090PublicSupportPercentage509
Investment Income Percentage0InvestmentIncomePercentage

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarshipTypeOfGrant
Number Of Recipients41NumberOfRecipients
Amount Of Cash Grant23055AmountOfCashGrant
Method Of ValuationNAMethodOfValuation
Description Of Non Cash AssistanceNADescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV (4 entries)

IdentifierIdentifierExplanationExplanation
Pt I Line 2Scholarship payments are made annually by check written to a
Pt I Line 2recipient. To receive an annual payment, a recipient must submit
Pt I Line 2a written request for payment accompanied by proof of enrollment and
Pt I Line 2a class schedule.

Schedule L IRS990ScheduleL

Form990 Schedule L Part III Form990ScheduleLPartIII

FieldValueIRS element (for citing)
Name Of Interested PersonMIKAYLA MCGAUGHEYNameOfInterestedPerson
Relationship With Organizationgrandchild of trusteeRelationshipWithOrganization
Amount Of Grant625AmountOfGrant
Type Of AssistanceScholarship grantTypeOfAssistance

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (23 entries)

IdentifierIdentifierExplanationExplanation
Pt VI, Line 6Members join by submitting a membership application
Pt VI, Line 6and paying a $5 membership fee.
Pt VI, Line 7aMembers who attend the annual scholarship awards
Pt VI, Line 7abanquet and meeting elect the trustees and
Pt VI, Line 7aofficers at the meeting.
Pt VI, Line 7bMembers who attend the annual scholarship awards
Pt VI, Line 7bbanquet may act to approve the decisions of the
Pt VI, Line 7bgoverning body.
Pt VI, Line 11aThis 990 is reviewed by the Treasurer after being
Pt VI, Line 11aprepared by an attorney.
Pt VI, Line 11aCopies of this 990 are provided to the other officers
Pt VI, Line 11aand the trustees for their review.
Pt VI, Line 19The governing documents are available through the
Pt VI, Line 19on-line services of the Ohio Secretary of State.
Pt VI, Line 19The organization has no written conflict of
Pt XII, Line 3binterest policy. The organization does not produce financial
Pt VI, Line 19statements. Summary financial information is
Pt VI, Line 19provided to members at the annual scholarship
Pt VI, Line 19statements. Summary financial information is
Pt VI, Line 19banquet and meeting and financial information
Pt VI, Line 19is available to the public upon request.
Form 990, Part VI, Line 9STEPHANIE SMITH 3572 ST. RTE. 669 NE SOMERSET OH XXX-XX-XXXX JANE VAN HORN 4246 ST. RTE. 37 E NEW LEXINGTON OH 43744 MARTHA BRAME 3636 TOWNSHIP RD 221 SE NEW LEXINGTON OH 43764 WILLIAM H. NIXON 204 MILL ST. NEW LEXINGTON OH 43764 PAULA CANNON 132 MAPLE HEIGHTS NEW LEXINGTON OH 43764 BARBARA SHIPLETT 760 RIDGE AVE. NEW LEXINGTON OH 43764 GEORGE ADAMS 519 SPENCER DR. NW HUNTSVILLE AL 35806 JOHN MCGAUGHEY PO BOX 187 JUNCTION CITY OH 43748
Form 990, Part IX, Line 24fPOST OFFICE BOX 46. 0. 46. 0.

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