Nonprofit · EIN 35-6211513
NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST
Tax-exempt · MISHAWAKA, IN 46545
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990 | $40,142 | $24,747 | $15,395 | $555,454 | $0 | $555,454 |
| March 31, 2025 | 990 | $30,141 | $41,399 | -$11,258 | $509,996 | $0 | $509,996 |
| March 31, 2024 | 990 | $13,432 | $2,704 | $10,728 | $524,210 | $0 | $524,210 |
Financial details: 990 for the year ended March 31, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $40,142
- Net gain from sales of assets
- $24,400
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,322
- Salaries, compensation and benefits (total)
- $1,322
- Professional fundraising fees
- $0
- Accounting fees
- $940
- Program services (functional)
- $21,603
- Management and general (functional)
- $3,144
Balance sheet and other
- Total assets, start of year
- $509,996
- Total assets, end of year
- $555,454
- Total liabilities, end of year
- $0
- Net assets, end of year
- $555,454
- Publicly traded securities
- $339,234
- Gross receipts
- $50,144
- Employees
- 0
- Year formed
- 1950
- State of legal domicile
- IN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH MASSA | BOARD MEMBER Trustee or director | – | $0 |
| DR ROBERT DUNN | BOARD MEMBER Trustee or director | – | $0 |
| CAITI HOULIHAN | BOARD MEMBER Trustee or director | – | $0 |
| DRAKE SHRADER | BOARD MEMBER Trustee or director | – | $0 |
| INDIANA TRUST & INVESTMENT MGT | TRUSTEE Institutional trustee | – | $0 |
| SHARON RANKERT | SECRETARY Officer | – | $0 |
| CHRISTOPHER WELLS | PRESIDENT Officer | – | $0 |
| JOHN KNUDTSON | TREASURER Officer | – | $0 |
| PETE CAHILL | VICE PRESIDENT Officer | – | $0 |
990 for the year ended March 31, 2025: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY KANE | BOARD MEMBER Trustee or director | – | $0 |
| DAVID HESKIN | BOARD MEMBER Trustee or director | – | $0 |
| RYAN TRZASKOWSKI | BOARD MEMBER Trustee or director | – | $0 |
| JOSEPH MASSA | BOARD MEMBER Trustee or director | – | $0 |
| NATALIE STAHL | MKTG COORDINATOR Trustee or director | – | $0 |
| TIMOTHY O'CONNOR SR | BOARD MEMBER Trustee or director | – | $0 |
| MICHAEL VOGEL | BOARD MEMBER Trustee or director | – | $0 |
| BRIDGET MORREY | BOARD MEMBER Trustee or director | – | $0 |
| ELIZABETH HOGAN | BOARD MEMBER Trustee or director | – | $0 |
| BRAD SPRINGFIELD | BOARD MEMBER Trustee or director | – | $0 |
| DR ROBERT DUNN | BOARD MEMBER Trustee or director | – | $0 |
| CAITI HOULIHAN | BOARD MEMBER Trustee or director | – | $0 |
| MATT SHELDON | BOARD MEMBER Trustee or director | – | $0 |
| DRAKE SHRADER | BOARD MEMBER Trustee or director | – | $0 |
| EMILY VOORDE | BOARD MEMBER Trustee or director | – | $0 |
| ERIK JENKINS | BOARD MEMBER Trustee or director | – | $0 |
| LAKEISHA LARSON | BOARD MEMBER Trustee or director | – | $0 |
| ROGER LARSON | BOARD MEMBER Trustee or director | – | $0 |
| LORI MILLER | BOARD MEMBER Trustee or director | – | $0 |
| KATHLEEN MORAN | BOARD MEMBER Trustee or director | – | $0 |
| TIM SWAGER | BOARD MEMBER Trustee or director | – | $0 |
| INDIANA TRUST & INVESTMENT MGT | TRUSTEE Institutional trustee | – | $0 |
| SHARON RANKERT | SECRETARY Officer | – | $0 |
| JOHN KNUDTSON | TREASURER Officer | – | $0 |
| PETE CAHILL | VICE PRESIDENT Officer | – | $0 |
| CHRISTOPHER WELLS | PRESIDENT Officer | – | $0 |
990 for the year ended March 31, 2024: 21 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY KANE | BOARD MEMBER Trustee or director | – | $0 |
| JOSEPH MASSA | BOARD MEMBER Trustee or director | – | $0 |
| JAMES MILLER | BOARD MEMBER Trustee or director | – | $0 |
| BURKE EIZINGER | BOARD MEMBER Trustee or director | – | $0 |
| SHANNON FORRY | BOARD MEMBER Trustee or director | – | $0 |
| NATALIE STAHL | BOARD MEMBER Trustee or director | – | $0 |
| JOHN W CLEAVER | BOARD MEMBER Trustee or director | – | $0 |
| ILLYSSA LAWSON | BOARD MEMBER Trustee or director | – | $0 |
| TIMOTHY O'CONNOR SR | BOARD MEMBER Trustee or director | – | $0 |
| MICHAEL VOGEL | BOARD MEMBER Trustee or director | – | $0 |
| CONCHA PRADO GRIMMER | BOARD MEMBER Trustee or director | – | $0 |
| CYNTHIA LOCKHART | BOARD MEMBER Trustee or director | – | $0 |
| BRIDGET MORREY | BOARD MEMBER Trustee or director | – | $0 |
| BRAD SPRINGFIELD | BOARD MEMBER Trustee or director | – | $0 |
| JOHN KNUDTSON | BOARD MEMBER Trustee or director | – | $0 |
| MARK L ROLFES | BOARD MEMBER Trustee or director | – | $0 |
| INDIANA TRUST & INVESTMENT MGT | TRUSTEE Institutional trustee | – | $0 |
| SHARON RANKERT | SECRETARY Officer | – | $0 |
| RYAN TRZASKOWSKI | PRESIDENT Officer | – | $0 |
| JOSEPH QUINN | TREASURER Officer | – | $0 |
| CHRISTOPHER WELLS | VICE PRESIDENT Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 4045 EDISON LAKES PKWY, MISHAWAKA, IN 46545-3421
- In care of
- % SOCIETY BANK INDIANA
- Principal officer (990 for 2025)
- TRACY CLARK, 4045 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545
- Signed the 990
- VICTORIA LAMPRAKES, Senior Manager
- Phone
- (574) 271-3400
- Return prepared by
- KRUGGEL LAWTON & COMPANY LLC
Mission
THE MISSION OF THE NOTRE DAME CLUB OF ST. JOSEPH VALLEY SCHOLARSHIP TRUST IS TO INVEST MONEY RAISED BY THE NOTRE DAME CLUB OF ST. JOSEPH VALLEY.
Program accomplishments
- SCHOLARSHIPS ISSUED BY NOTRE DAME CLUB OF ST. JOSEPH VALLEYExpenses $21,603
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990 on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 35-6211513
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1984
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B84Z)
- Assets (IRS master file)
- $555,454
- Income (IRS master file)
- $50,144
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2026 | $40,142 | $24,747 | $555,454 | XML |
| 990 | March 2025 | $30,141 | $41,399 | $509,996 | XML |
| 990 | March 2024 | $13,432 | $2,704 | $524,210 | XML |
| 990 | March 2023 | $14,532 | $21,740 | $454,739 | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6211513).
Questions about NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST
- What is the EIN of NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST?
- The employer identification number (EIN) of NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST is 35-6211513.
- Is NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2026.
- Who is the principal officer of NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST?
- The 990 for the year ended March 31, 2026 names TRACY CLARK.
- Who are the officers and directors of NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST?
- The 990 for the year ended March 31, 2026 lists 9 people; 0 received compensation from the organization.
- How much revenue does NOTRE DAME CLUB OF ST JOSEPH VALLEY SCHOLARSHIP TRUST have?
- On its 990 for the year ended March 31, 2026 it reported revenue of $40,142, expenses of $24,747 and total assets of $555,454 at year end.
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