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SHAMOKIN AREA HIGH SCHOOL ALUMNI EDUCATIONAL FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SHAMOKIN AREA HIGH SCHOOL ALUMNI EDUCATIONAL FUND (EIN 24-6019764)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-11
IRS object ID
202403169349303765
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-11-11T13:33:49-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN360167166PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Raymonds Office Works LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1108 Woodward AveAddressLine1Txt
CityLock HavenCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17745ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN246019764EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Shamokin Area HS Alumni Assoc EdBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHAMBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 Parkwood DrAddressLine1Txt
CityLock HavenCityNm
State AbbreviationPAStateAbbreviationCd
ZIP177452630ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGregory DwuletPersonNm
Person TitleTreasurerPersonTitleTxt
Phone5707483424PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregory H Dwelet CPAPreparerPersonNm
PTINP00123769PTIN
Phone5707696106PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$519,930GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshttp://www.indians.k12.pa.us/alumniWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionEducational scholarships are awarded to college bound students graduating from Shamokin Area High School. Scholarship recipents are chosen by a scholarship committee based on a competitive written examination.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$32,371PYContributionsGrantsAmt
CY Contributions Grants$34,348CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$93,172PYInvestmentIncomeAmt
CY Investment Income$134,318CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$125,543PYTotalRevenueAmt
CY Total Revenue$168,666CYTotalRevenueAmt
PY Grants And Similar Paid$154,300PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$166,371CYGrantsAndSimilarPaidAmt
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$37,049PYOtherExpensesAmt
CY Other Expenses$33,761CYOtherExpensesAmt
PY Total Expenses$191,349PYTotalExpensesAmt
CY Total Expenses$200,132CYTotalExpensesAmt
PY Revenues Less Expenses-$65,806PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$31,466CYRevenuesLessExpensesAmt
Total Assets BOY$2,532,531TotalAssetsBOYAmt
Total Assets EOY$2,707,629TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,532,531NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,707,629NetAssetsOrFundBalancesEOYAmt
MissionEducational scholarships are awarded to college bound students graduating from Shamokin Area High School. Scholarship recipents are chosen by a scholarship committee based on a competitive written examination.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$166,371ExpenseAmt
Grant$166,371GrantAmt
DescEducation disbursments in furtherance of exempt programs are made directly to educational institutions. Scholarship grants are awarded to deserving students chosen by a scholarship committee based on a competitive written examination.Desc
Total Program Service Expenses$166,371TotalProgramServiceExpensesAmt
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 OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
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 Document1IRPDocumentCnt
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 Members15GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
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)
PersonGregory DwuletPersonNm
Phone5707483424PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118 Parkwood DrAddressLine1Txt
CityLock HavenCityNm
State AbbreviationPAStateAbbreviationCd
ZIP177452630ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Gregory Dwulet
Treasurer2.005.00Yes (X)Yes (X)$1,195$2,195$0
Jeffrey Clutcher
President1.002.00Yes (X)Yes (X)$0$1,250$0
James Backes
Trustee0.000.00Yes (X)$0$0$0
John Klinger
Trustee0.000.00Yes (X)$0$0$0
Marty Sinopoli
Trustee0.000.00Yes (X)$0$0$0
Tammy Glowatski
TrusteeDirector0.000.00Yes (X)$0$0$0
Eugene Boughner
TrusteeDirector0.000.00Yes (X)$0$0$0
H Robert Mattis
Trustee0.000.00Yes (X)$0$0$0
Mary Ann Petorak Miller
Trustee0.000.00Yes (X)$0$0$0
David B Marateck
Trustee0.000.00Yes (X)$0$0$0
Mary Anne Brennan Stump
Trustee0.000.00Yes (X)$0$0$0
Matthew Weller
Secretary1.000.00Yes (X)Yes (X)$0$0$0
Raymond General
Vice-President0.000.00Yes (X)Yes (X)$0$0$0
Susan Kropinski
Trustee0.000.00Yes (X)$0$0$0
Frances Lee Brennan Culp
Secretary0.000.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,195TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,445TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$34,348AllOtherContributionsAmt
Total Contributions$34,348TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,276TotalRevenueColumnAmt
Exclusion$70,276ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$415,306SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$351,264SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$64,042SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$64,042TotalRevenueColumnAmt
Related Or Exempt Func Income$64,042RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$168,666TotalRevenueColumnAmt
Related Or Exempt Func Income$64,042RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$70,276ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$166,371TotalAmt
Program Services$166,371ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,195TotalAmt
Management And General$1,195ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,482TotalAmt
Management And General$32,482ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$84TotalAmt
Management And General$84ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$200,132TotalAmt
Program Services$166,371ProgramServicesAmt
Management And General$33,761ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$40,566BOYAmt
EOY$73,636EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$289,798BOYAmt
EOY$331,041EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,202,167BOYAmt
EOY$2,302,952EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,532,531BOYAmt
EOY$2,707,629EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$2,532,531BOYAmt
EOY$2,707,629EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,532,531BOYAmt
EOY$2,707,629EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,532,531BOYAmt
EOY$2,707,629EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$31,466ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$206,564NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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$620,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,705CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,223CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,371CurrentTaxYearMinus1YearAmt
Current Tax Year$34,348CurrentTaxYearAmt
Total$832,547TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$620,900CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$20,705CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$124,223CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$32,371CurrentTaxYearMinus1YearAmt
Current Tax Year$34,348CurrentTaxYearAmt
Total$832,547TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$832,547PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$54,029CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$51,030CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$75,102CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$62,955CurrentTaxYearMinus1YearAmt
Current Tax Year$70,276CurrentTaxYearAmt
Total$313,392TotalAmt
FieldValueIRS element (for citing)
Total Support$1,145,939TotalSupportAmt
Public Support CY1700.72650PublicSupportCY170Pct
Public Support PY1700.74270PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEducation ScholarshipsGrantTypeTxt
Recipient79RecipientCnt
Cash Grant$166,371CashGrantAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Members or stockholder classes and rights Part VI line 6Members are graduates of Shamokin Area High School.
Member election for additional members Part VI line 7aMembers elect slate of officers as presented.
Form 990 governing body review Part VI line 11Copy of Annual Form 990 is available to each board member for review at a regularly scheduled meeting, usually after the filing of the return due to summer season.
Form 990 availability to public Part VI line 18Available upon request.
Governing documents etc available to public Part VI line 19Available upon request.
General explanation attachmentForm 990, Part III - Additional InformationPlease see attached list of Grants by date, amounts, university, student