Southwestern Ohio Education Association

Cincinnati, OH
Tax-exempt since Oct. 1974
EIN: 31-0597998

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Type of Nonprofit

Designated as a 501(c)(6) Business leagues, chambers of commerce, real estate boards, etc, created for the improvement of business conditions.

Donations to this organization are not tax deductible.

Revenue

$335k (2024)

Expenses

$217k (2024)

Total Assets

$1.51M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2024

Revenue

$334,519

Expenses

$216,833

Net Income

$117,686

Net Assets

$1,507,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$302,976	90.6%
Program Services	$0
Investment Income	$31,543	9.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$18,738	8.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$22,048	10.2%

Assets/Debt
Total Assets	$1,507,751
Total Liabilities	$0
Net Assets	$1,507,751

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Fortman (President)	$6,916	$0	$0
Lori Harrison (Treasurer)	$5,912	$0	$0
Deborah Jackson (Vice Preside)	$5,848	$0	$0

990

Filed on July 14, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2023

Revenue

$298,038

Expenses

$213,277

Net Income

$84,761

Net Assets

$1,390,065

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$289,201	97.0%
Program Services	$0
Investment Income	$8,837	3.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$18,676	8.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$26,532	12.4%

Assets/Debt
Total Assets	$1,390,065
Total Liabilities	$0
Net Assets	$1,390,065

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Fortman (President)	$6,896	$0	$0
Lori Harrison (Treasurer)	$5,899	$0	$0
Deborah Jackson (Vice Preside)	$5,746	$0	$0

990

Filed on July 9, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2022

Revenue

$290,814

Expenses

$196,242

Net Income

$94,572

Net Assets

$1,305,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$288,933	99.4%
Program Services	$0
Investment Income	$1,881	0.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$18,540	9.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$22,695	11.6%

Assets/Debt
Total Assets	$1,305,304
Total Liabilities	$0
Net Assets	$1,305,304

Reported conflict of interest transactions

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Fortman (President)	$6,857	$0	$0
Lori Harrison (Treasurer)	$5,858	$0	$0
Deborah Jackson (Vice Preside)	$5,825	$0	$0

990

Filed on July 3, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2021

Revenue

$287,426

Expenses

$172,373

Net Income

$115,053

Net Assets

$1,210,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$283,179	98.5%
Program Services	$0
Investment Income	$3,790	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$457	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$16,000	9.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$19,140	11.1%

Assets/Debt
Total Assets	$1,210,732
Total Liabilities	$0
Net Assets	$1,210,732

Compensation

Key Employees and Officers	Compensation	Related	Other
Michael Fortman (President)	$3,000	$0	$0
Lori Harrison (Treasurer)	$3,000	$0	$0
Deborah Jackson (Vice Preside)	$0	$0	$0

990

Filed on July 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2020

Revenue

$297,767

Expenses

$159,478

Net Income

$138,289

Net Assets

$1,095,679

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$290,399	97.5%
Program Services	$0
Investment Income	$7,368	2.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,000	3.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$18,189	11.4%

Assets/Debt
Total Assets	$1,095,679
Total Liabilities	$0
Net Assets	$1,095,679

Compensation

Key Employees and Officers	Compensation	Related	Other
Phyllis Bell (President(fo)	$4,000	$0	$0
Michael Fortman (President)	$3,000	$0	$0
Lori Harrison (Treasurer)	$3,000	$0	$0
Deborah Jackson (Vice Preside)	$0	$0	$0

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990

Filed on July 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2019

Revenue

$295,528

Expenses

$160,469

Net Income

$135,059

Net Assets

$957,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$288,551	97.6%
Program Services	$0
Investment Income	$6,977	2.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$17,942	11.2%

Assets/Debt
Total Assets	$957,390
Total Liabilities	$0
Net Assets	$957,390

Compensation

Key Employees and Officers	Compensation	Related	Other
Phyllis Bell (President)	$4,000	$0	$0
Lori Harrison (Treasurer)	$3,000	$0	$0
Michael Fortman (Vice Preside)	$3,000	$0	$0

990

Filed on July 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2018

Revenue

$262,430

Expenses

$149,177

Net Income

$113,253

Net Assets

$884,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$261,244	99.5%
Program Services	$0
Investment Income	$1,186	0.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,182	2.8%

Assets/Debt
Total Assets	$884,524
Total Liabilities	$0
Net Assets	$884,524

Compensation

Key Employees and Officers	Compensation	Related	Other
Phyllis Bell (President)	$4,000	$0	$0
Lori Harrison (Treasurer)	$3,000	$0	$0
Michael Fortman (Vice President)	$3,000	$0	$0

990

Filed on July 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2017

Revenue

$265,926

Expenses

$161,340

Net Income

$104,586

Net Assets

$771,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$263,879	99.2%
Program Services	$0
Investment Income	$2,047	0.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$17,572	10.9%

Assets/Debt
Total Assets	$771,271
Total Liabilities	$0
Net Assets	$771,271

Compensation

Key Employees and Officers	Compensation	Related	Other
Phyllis Bell (President)	$4,000	$0	$0
Jennifer Shelton (Treasurer)	$3,000	$0	$0
Michael Fortman (Vice President)	$3,000	$0	$0

990

Filed on July 16, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2016

Revenue

$213,716

Expenses

$156,678

Net Income

$57,038

Net Assets

$666,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$213,136	99.7%
Program Services	$0
Investment Income	$580	0.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$23,117	14.8%

Assets/Debt
Total Assets	$666,685
Total Liabilities	$0
Net Assets	$666,685

Compensation

Key Employees and Officers	Compensation	Related	Other
Phyllis Bell (President)	$4,000	$0	$0
Jennifer Shelton (Treasurer)	$3,000	$0	$0
Michael Fortman (Vice President)	$3,000	$0	$0

990

Filed on July 11, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2015

Revenue

$211,560

Expenses

$166,272

Net Income

$45,288

Net Assets

$609,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$211,276	99.9%
Program Services	$0
Investment Income	$284	0.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$20,811	12.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$609,647
Total Liabilities	$0
Net Assets	$609,647

Compensation

Key Employees and Officers	Compensation	Related	Other
Phyllis Bell (President)	$4,000	$0	$0
Barbara Calton (Treasurer)	$3,000	$0	$0
Michael Fortman (Vice President)	$3,000	$0	$0

990

Filed on Dec. 3, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2014

Revenue

$219,738

Expenses

$171,231

Net Income

$48,507

Net Assets

$564,359

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$217,060	98.8%
Program Services	$0
Investment Income	$2,678	1.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$22,530	13.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$564,359
Total Liabilities	$0
Net Assets	$564,359

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard Packert (President)	$3,500	$0	$0
Barbara Calton (Treasurer)	$2,500	$0	$0
Phyllis Bell (Vice President)	$2,500	$0	$0
Veria Maxberry (Secretary)	$0	$0	$0
Danielle Scrase (Editor)	$0	$0	$0

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990

Filed on Jan. 6, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2013

Revenue

$221,637

Expenses

$158,238

Net Income

$63,399

Net Assets

$515,852

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$218,505	98.6%
Program Services	$0
Investment Income	$3,132	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$21,038	13.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$515,852
Total Liabilities	$0
Net Assets	$515,852

990

Filed on April 3, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Aug.
2012

Revenue

$222,961

Expenses

$184,830

Net Income

$38,131

Net Assets

$452,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$219,895	98.6%
Program Services	$0
Investment Income	$3,066	1.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$11,973	6.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$452,453
Total Liabilities	$0
Net Assets	$452,453

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$234,829

Expenses

$199,780

Net Income

$35,049

Net Assets

$414,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$231,808	98.7%
Program Services	$0
Investment Income	$3,021	1.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$18,243	9.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$414,322
Total Liabilities	$0
Net Assets	$414,322

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Southwestern Ohio Education Association

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $335k (2024)

Expenses $217k (2024)

Total Assets $1.51M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Other

Compensation

Document Links

990

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

Revenue

$335k (2024)

Expenses

$217k (2024)

Total Assets

$1.51M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004