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SHAMOKIN AREA HIGH SCHOOL ALUMNI EDUCATIONAL FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHAMOKIN AREA HIGH SCHOOL ALUMNI EDUCATIONAL FUND (EIN 24-6019764)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349313706
Schema version
2020v4.1
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)
Return2021-11-15T14:19:49-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line1249 Shoemaker RdAddressLine1Txt
CityLock HavenCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17745ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGregoryPersonFirstNm
Person LastDwuletPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGregory DwuletPreparerPersonNm
PTINP00123769PTIN
Phone5707696106PhoneNum
Preparation2021-11-15PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$2,408,317GrossReceiptsAmt
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 Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$620,900PYContributionsGrantsAmt
CY Contributions Grants$20,705CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$144,922PYInvestmentIncomeAmt
CY Investment Income$165,870CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$765,822PYTotalRevenueAmt
CY Total Revenue$186,575CYTotalRevenueAmt
PY Grants And Similar Paid$65,600PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$93,950CYGrantsAndSimilarPaidAmt
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$20,228PYOtherExpensesAmt
CY Other Expenses$25,105CYOtherExpensesAmt
PY Total Expenses$85,828PYTotalExpensesAmt
CY Total Expenses$119,055CYTotalExpensesAmt
PY Revenues Less Expenses$679,994PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$67,520CYRevenuesLessExpensesAmt
Total Assets BOY$2,578,157TotalAssetsBOYAmt
Total Assets EOY$2,788,259TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,578,157NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,788,259NetAssetsOrFundBalancesEOYAmt
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$93,950ExpenseAmt
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$93,950TotalProgramServiceExpensesAmt
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
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
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 Member15IndependentVotingMemberCnt
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

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
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Charmaine Tetkoskie
Trustee0.000.00Yes (X)$0$0$0
James Backes
Trustee0.000.00Yes (X)$0$0$0
John Klinger
Trustee0.000.00Yes (X)$0$0$0
Raymond General
Vice-President0.000.00Yes (X)$0$0$0
Eugene Boughner
TrusteeDirector0.000.00Yes (X)$0$0$0
Tammy Glowatski
TrusteeDirector0.000.00Yes (X)$0$0$0
Jeffrey Clutcher
Trustee0.000.00Yes (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
Trustee0.000.00Yes (X)$0$0$0
Susan Kropinski
Trustee0.000.00$0$0$0Yes (X)
Matthew Weller
President0.000.00$0$0$0Yes (X)
Frances Lee Brennan Culp
Secretary0.000.00$0$0$0Yes (X)
Gregory Dwulet
Treasurer0.000.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
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$20,705AllOtherContributionsAmt
Total Contributions$20,705TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,030TotalRevenueColumnAmt
Exclusion$51,030ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,335,758SecuritiesAmt
Other$824OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,221,742SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$114,016SecuritiesAmt
Other$824OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,840TotalRevenueColumnAmt
Related Or Exempt Func Income$114,016RelatedOrExemptFuncIncomeAmt
Exclusion$824ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$186,575TotalRevenueColumnAmt
Related Or Exempt Func Income$114,016RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$51,854ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$93,950TotalAmt
Program Services$93,950ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$650TotalAmt
Management And General$650ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$24,455TotalAmt
Management And General$24,455ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$119,055TotalAmt
Program Services$93,950ProgramServicesAmt
Management And General$25,105ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$14,973BOYAmt
EOY$33,227EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$288,329BOYAmt
EOY$305,067EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,274,855BOYAmt
EOY$2,449,965EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,578,157BOYAmt
EOY$2,788,259EOYAmt

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$2,578,157BOYAmt
EOY$2,788,259EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,578,157BOYAmt
EOY$2,788,259EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,578,157BOYAmt
EOY$2,788,259EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$67,520ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$142,582NetUnrlzdGainsLossesInvstAmt
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$22,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,486CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$620,900CurrentTaxYearMinus1YearAmt
Current Tax Year$20,705CurrentTaxYearAmt
Total$711,402TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,238CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,486CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,073CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$620,900CurrentTaxYearMinus1YearAmt
Current Tax Year$20,705CurrentTaxYearAmt
Total$711,402TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$711,402PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$24,328CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$43,260CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$41,803CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$54,029CurrentTaxYearMinus1YearAmt
Current Tax Year$51,030CurrentTaxYearAmt
Total$214,450TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$536CurrentTaxYearMinus3YearsAmt
Total$536TotalAmt
FieldValueIRS element (for citing)
Total Support$926,388TotalSupportAmt
Public Support CY1700.76790PublicSupportCY170Pct
Public Support PY1700.78870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceOther income Part II line 10 or Part III line 12FormAndLineReferenceDesc
ExplanationOther Income $536ExplanationTxt

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 Scholarships - 75 Given - See AttachedGrantTypeTxt
Recipient75RecipientCnt
Cash Grant$93,950CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationDistributions are made directly to educational institutions for grants awarded to senior students who are chosen by a scholarship committee on the basis of a written competitive examination. Distributions made for subsequent academic years are monitored by proof of satisfactory academic performance and continued enrollment at an educational institution.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 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.