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The Schweiger Memorial Scholarship Fund

Tax-deductible

Portland, OR501(c)(3)Since 1999Education EIN 93-1270843Revenue $228K in FY2025Latest return filed Aug 25, 2026

On file with the IRSschweigerscholarship.comPo Box 83599, 97283-0599 · Portland, ORTax-exempt since Apr 2000Publicly supported charity — 170(b)(1)(A)(vi)

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The Schweiger Memorial Scholarship Fund provides annual scholarships to applicants looking to pursue careers in construction and construction-related fields.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $40K a year · 28% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
14 mo
of spending, in cash
Plus $687K in investments, Pt X · Ln 11–13
Looks good: 14.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $30K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$71K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$228K
+27% vs prior year
Spent
$191K
To programs
92%
Net assets
$851K
By yearFY2020–FY2025
Revenue
$228K
FY2025▲ +27%
Tap a bar for its year
Revenue by fiscal year
FY2020$47K
FY2021$139K
FY2022$128K
FY2023$148K
FY2024$179K
FY2025$228K
Expenses
$191K
FY2025▲ +40%
Tap a bar for its year
Expenses by fiscal year
FY2020$54K
FY2021$40K
FY2022$110K
FY2023$97K
FY2024$137K
FY2025$191K
Net assets
$851K
FY2025▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2020$435K
FY2021$588K
FY2022$506K
FY2023$628K
FY2024$736K
FY2025$851K

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $176K Management & general 8% · $15K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
Dee Burch
President
$0Pt VII · Sec A
Kyle Izatt
Secretary
$0Pt VII · Sec A
Julie Davis
Treasurer
$0Pt VII · Sec A
See The Schweiger Memorial Scholarship Fund executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Awards scholarships for students pursuing construction careers.

Questions for The Schweiger Memorial Scholarship Fund

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1 program · $176K · in their own filed words · FY2025
01

The schweiger memorial scholarship fund awards scholarships to qualified college undergraduates, graduate students, trade school apprentices, and military veterans to advance their education and career goals in the construction industry.

$176Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Contract Administration FundFY2023$20K
Agc Oregon-Columbia Chapter FoundationFY2023$10K
Amazonsmile FoundationFY2023$18
Total grants receivedfrom 3 funders$30K
See all 3 funders →
Grants paid · 6 grants · $538K · 2020–2025
Unitemized GrantFY2025$156,667
Unitemized GrantFY2024$105,597
Unitemized GrantFY2023$86,667
Unitemized GrantFY2022$104,500
Unitemized GrantFY2021$34,333
Unitemized GrantFY2020$50,333

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$228K
Ln 12
Gifts and grantsLn 1h$321K
Investment incomeLn 3$15K
Money outPt IX
$191K
Ln 25
Programscol B$176K
Managementcol C$15K
Owns and owesPt X
$851K
net assets · Ln 32
Cash and savingsLn 1–2$225K
Total assetsLn 16$922K
LiabilitiesLn 26$71K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$321K
Fundraising eventsLn 1c$321K
Investment incomeLn 3$15K
Total revenueLn 12$228K
Assets in detailPt X, end of year
CashLn 1$184K
SavingsLn 2$41K
Cash and savings togetherLn 1–2$225K
InvestmentsLn 11–13$687K
Total assetsLn 16$922K
LiabilitiesLn 26$71K
Net assetsLn 32$851K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$120K$225K
InvestmentsLn 11–13$616K$687K
Total assetsLn 16$736K$922K
LiabilitiesLn 26$0$71K
Net assetsLn 32$736K$851K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$16K$16K
Grants to domestic individualsLn 2$157K$157K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$4K$4K
Advertising and promotionLn 12$180$180
Information technologyLn 14$4K$4K
Other expenses (24a–d)Ln 24$7K$4K$3K$0
Total functional expensesLn 25$191K$176K$15K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Aug 25, 2026 $228K$191K$36K$851K 990 PDF
FY2024Filed with the IRS Jul 21, 2025 $179K$137K$42K$736K 990 PDF
FY2023Filed with the IRS May 14, 2024 $148K$97K$51K$628K 990 PDF
FY2022Filed with the IRS Sep 7, 2023 $128K$110K$18K$506K 990 PDF
FY2021Filed with the IRS May 12, 2022 $139K$40K$99K$588K 990 PDF
FY2020Filed with the IRS May 6, 2021 $47K$54K−$6K$435K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $227,751 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $317,700$321,275
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $14,623$15,278
I-11 Other revenuePrior year −$153,349−$108,802
I-12 Total revenuePrior year $178,974$227,751
I-13 Grants and similar amounts paidPrior year $105,597$172,366
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $31,552$19,053
I-18 Total expensesPrior year $137,149$191,419
I-19 Revenue less expensesPrior year $41,825$36,332
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-2 Family or business relationship among officers or directorsYes
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $227,751 across 5 lines filed
VIII-1c Fundraising events$321,275
VIII-1h Total contributions, gifts and grants$321,275
VIII-3 Investment incomeExcluded from tax $15,278$15,278
VIII-8 Net income from fundraising eventsExcluded from tax −$108,802−$108,802
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$93,524$227,751
Part IX · Statement of functional expenses $191,419 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $15,699$15,699
IX-2 Grants to domestic individualsPrograms $156,667$156,667
IX-11c Accounting feesManagement $4,049$4,049
IX-11f Investment management feesManagement $3,980$3,980
IX-12 Advertising and promotionManagement $180$180
IX-14 Information technologyManagement $4,217$4,217
IX-24 Other expenses (24a–d)Programs $3,742 · Management $2,885 · Fundraising $0$6,627
IX-25 Total functional expensesPrograms $176,108 · Management $15,311 · Fundraising $0$191,419
Part X · Balance sheet $922,221 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $97,853$184,203
X-2 Savings and temporary cash investmentsStart of year $22,438$40,922
X-4 Accounts receivableStart of year $0$10,000
X-11 Publicly traded securitiesStart of year $615,978$687,096
X-16 Total assetsStart of year $736,269$922,221
X-17 Accounts payable and accrued expensesStart of year $0$71,315
X-26 Total liabilitiesStart of year $0$71,315
X-27 Net assets without donor restrictionsStart of year $736,269$850,906
X-32 Total net assets or fund balancesStart of year $736,269$850,906
X-33 Total liabilities and net assetsStart of year $736,269$922,221
Part XI · Reconciliation of net assets $850,906 net assets at year end
XI-1 Total revenue$227,751
XI-2 Total expenses$191,419
XI-3 Revenue less expenses$36,332
XI-4 Net assets at start of year$736,269
XI-5 Net unrealized gains (losses) on investments$78,305
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$850,906

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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