2024-05-15T07:32:40-05:00 2023-06-30 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2022-07-01 310536640 COALITION FOR THE COMMON GOOD COAL 9377691340 900 DAYTON ST YELLOW SPRINGS OH 45387 ALLAN GOZUM CFO/TREASURER 9377691340 2024-05-10 1 ALLAN GOZUM XXX-XX-XXXX 1 KAREN O CRIM P00368385 9372980201 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X ANTIOCH UNIVERSITY WILLIAM GROVES 900 DAYTON ST YELLOW SPRINGS OH 45387 94370347 0 X WWW.ANTIOCH.EDU X 1852 OH COALITION FOR THE COMMON GOOD PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. 8 8 1526 20 0 0 8506093 8788396 66823652 71630366 6406243 813272 1614359 850764 83350347 82082798 4047225 2798395 0 0 51487485 53388432 142500 45000 561845 24347353 23146392 80024563 79378219 3325784 2704579 57588375 74635216 28524192 41591171 29064183 33044045 X COALITION FOR THE COMMON GOOD, DBA ANTIOCH UNIVERSITY, PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. 0 0 67221119 2798395 71630366 ON JUNE 30, 2023, ANTIOCH UNIVERSITY CHANGED ITS CORPORATE NAME TO COALITION FOR THE COMMON GOOD (COALITION), BUT CONTINUES TO DO BUSINESS AS ANTIOCH UNIVERSITY AS A TAX-EXEMPT ENTITY USING THE SAME EMPLOYER IDENTIFICATION NUMBER (EIN) AND OFFICE OF POSTSECONDARY EDUCATION IDENTIFICATION (OPE ID). THE BROADER MISSION OF THE COALITION IS TO BE THE FIRST NATIONAL HIGHER EDUCATION SYSTEM OF AFFILIATED PRIVATE, NONPROFIT COLLEGES AND UNIVERSITIES, BOUND BY A COMMON MISSION OF PROMOTING DEMOCRACY, SOCIAL JUSTICE, EQUITY, INCLUSION, AND ENGAGED GLOBAL CITIZENSHIP. SPECIFIC TO ANTIOCH UNIVERSITY'S MISSION, IT CONTINUES TO PROVIDE LEARNER CENTERED EDUCATION TO ADULT STUDENTS ACROSS THE COUNTRY AND AROUND THE WORLD, VIA ONLINE AND FROM ITS FIVE CAMPUSES. ANTIOCH IS GUIDED BY ITS CORE VALUES OF EXCELLENCE IN TEACHING AND LEARNING, NURTURING STUDENT ACHIEVEMENT, SUPPORTING SCHOLARSHIP AND SERVICE, A COMMITMENT TO SOCIAL ENGAGEMENT, AND BUILDING AND SERVING INCLUSIVE COMMUNITIES. AS THE COALITION DEVELOPS, SO WILL THE NUMBER OF DEGREES/PROGRAMS OFFERED BY ANTIOCH UNIVERSITY, SERVING AS THE GRADUATE SCHOOL FOR THE SYSTEM.THE COALITION OF THE COMMON GOOD (DBA ANTIOCH UNIVERSITY) PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. ANTIOCH UNIVERSITY WAS FOUNDED IN 1852 IN YELLOW SPRINGS, OHIO. ITS FIRST PRESIDENT WAS HORACE MANN, THE FATHER OF PUBLIC EDUCATION IN THE UNITED STATES, WHO DEEPLY BELIEVED THAT EDUCATION WAS THE CORNERSTONE OF A STRONG AMERICAN DEMOCRACY. TODAY, ANTIOCH IS A NATIONAL UNIVERSITY WITH CAMPUSES IN KEENE, NH; LOS ANGELES AND SANTA BARBARA, CA; SEATTLE, WA; AND YELLOW SPRINGS, OH, AS WELL AS NUMEROUS LOW-RESIDENCY AND ONLINE PROGRAMS. CAMPUSES FULFILL THE MISSION BY SERVING THE EDUCATIONAL NEEDS OF THE COMMUNITIES IN THEIR REGIONS; THE ONLINE PROGRAMS EXPAND ACCESS TO EDUCATION THROUGH HIGH-QUALITY, AFFORDABLE, AND FLEXIBLE EDUCATION. ANTIOCH ENROLLS MORE THAN 4,400 POST-TRADITIONAL AGE STUDENTS IN A WIDE VARIETY OF PROFESSIONAL DOCTORAL AND MASTER'S PROGRAMS, IN AN UNDERGRADUATE DEGREE COMPLETION PROGRAM, AND IN PROFESSIONAL CERTIFICATES AND ENDORSEMENTS. THE UNIVERSITY'S MISSION IS GUIDED BY THE CORE VALUES OF EXCELLENCE IN TEACHING AND LEARNING, NURTURING STUDENT ACHIEVEMENT, SUPPORTING SCHOLARSHIP AND SERVICE, A COMMITMENT TO SOCIAL ENGAGEMENT, AND BUILDING AND SERVING INCLUSIVE COMMUNITIES. A BOLD AND ENDURING SOURCE OF INNOVATION IN HIGHER EDUCATION, ANTIOCH UNIVERSITY IS A PRIVATE, NONPROFIT INSTITUTION AND HAS BEEN CONTINUOUSLY ACCREDITED BY THE HIGHER LEARNING COMMISSION SINCE 1927.CREATING THE COALITION FOR THE COMMON GOODANTIOCH UNIVERSITY AND OTTERBEIN UNIVERSITY LAID THE GROUNDWORK TO CO-FOUND THE COALITION FOR THE COMMON GOOD (CCG), THE FIRST NATIONAL HIGHER EDUCATION SYSTEM OF AFFILIATED PRIVATE, NONPROFIT COLLEGES AND UNIVERSITIES THAT, THROUGH COLLABORATION AND INTEGRATION, PROVIDE TRANSFORMATIVE EDUCATION AND LIFELONG LEARNING. THE COALITION FOR THE COMMON GOOD IS DEDICATED TO PROMOTING DEMOCRACY, SOCIAL JUSTICE, EQUITY, INCLUSION, AND ENGAGED GLOBAL CITIZENSHIP. UNBOUND BY GEOGRAPHY, THE CCG WILL USE THE COMBINED RESOURCES OF THE MEMBER INSTITUTIONS TO DEVELOP AND DELIVER TARGETED EDUCATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS THAT MEET THE UNIQUE REQUIREMENTS OF OUR COMMUNITIES THROUGH ACADEMIC PARTNERSHIPS WITH LOCAL BUSINESSES AND EMPLOYERS. THROUGH THE COALITION FOR THE COMMON GOOD, THE UNIVERSITIES HAVE MOVED FROM BEING COMPETITORS TO COLLABORATORS FOR THE BETTERMENT OF STUDENTS AND COMMUNITIES. BUILT ON THE FACULTY EXPERTISE OF BOTH INSTITUTIONS, THE CCG COMBINES MEMBERS' GRADUATE PROGRAMS TO FORM A GRADUATE DIVISION WITH A NATIONAL SCOPE, OPERATED BY ANTIOCH UNIVERSITY. THE COALITION FOR THE COMMON GOOD WILL ALSO COLLABORATE ON BUILDING OR ACQUIRING NEW PROGRAMS THAT WILL BENEFIT STUDENTS. THE COALITION FOR THE COMMON GOOD WILL EXPAND TO INCLUDE OTHER COLLEGES AND UNIVERSITIES THAT SHARE THE COALITION MEMBERS' LONG-STANDING COMMITMENTS TO PRESERVING DEMOCRACY, FURTHERING SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE, AND PROVIDING ACCESS TO THOSE SEEKING TO ADVANCE THEIR LIVES AND COMMUNITIES THROUGH EDUCATION.NEW PROGRAMS AND INITIATIVESANTIOCH VOICES LAUNCHEDIN AUGUST OF 2022, THE CHANCELLOR ANNOUNCED A NEW FORUM FOR ANTIOCHIANS TO SPEAK OUT ABOUT ISSUES IMPORTANT TO THEM. SINCE THEN, TWENTY-THREE STUDENTS, FACULTY, AND ALUMNI HAVE STEPPED FORWARD TO ADD THEIR WRITING AS PART OF THE "ANTIOCH VOICES" ESSAY SERIES. THESE PIECES RANGE IN STYLE FROM FORCEFUL OP-EDS TO SEARCHING PERSONAL ESSAYS AND EVEN TO MORE RESEARCH-BASED EXPLAINERS BUT THEY ALWAYS INCLUDE A SENSE OF WHO THE AUTHOR IS AND WHY THIS ISSUE MATTERS SO MUCH TO THEM.RACIAL JUSTICE ADDED TO UNIVERSITY MISSIONAT ITS SUMMER 2023 MEETING, THE BOARD OF GOVERNORS UPDATED ANTIOCH UNIVERSITY'S MISSION STATEMENT TO INCLUDE THE WORD "RACIAL," SO THAT IT NOW READS, "ANTIOCH UNIVERSITY PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE." THE PURPOSE IS TO EXPLICITLY CALL OUT ANTIOCH UNIVERSITY'S COMMITMENT TO RACIAL JUSTICE AND ITS EFFORTS TO BE AN INCLUSIVE AND ANTI-RACIST INSTITUTION OF HIGHER LEARNING. RECENT EFFORTS TO LIVE UP TO THIS MISSION HAVE INCLUDED THE CREATION OF A NEW POSITION OF HEAD OF EQUITY, DIVERSITY, INCLUSION, AND BELONGING, THE ONGOING WORK OF THE ANTI-RACIST TASK FORCE, AND THE COMPLETION THIS FALL OF A UNIVERSITY-WIDE CLIMATE SURVEY EXPLORING STUDENT AND EMPLOYEE EXPERIENCES OF EXCLUSION AND BELONGING.PROMOTING RESEARCH ACTIVISMSOCIAL JUSTICE HAS BEEN PART OF THE ANTIOCH MISSION SINCE ITS INCEPTION AND IMPLEMENTING THAT MISSION REQUIRES MANY DIFFERENT APPROACHES. THAT'S WHY FACULTY AND STUDENTS FROM ANTIOCH'S NEW ENGLAND PSYD PROGRAM AND SEATTLE PSYD PROGRAM CAME TOGETHER FOR THE SECOND ANNUAL SOCIAL JUSTICE SYMPOSIUM, WITH THE THEME, "LIBERATION FROM COLONIALISM NOW: PROMOTING RESEARCH ACTIVISM." THE SYMPOSIUM OFFERED A PLACE FOR COMMUNITY TO COME TOGETHER AND SHARE KNOWLEDGE, NURTURE COLLABORATIVE RELATIONSHIPS, AND ENGAGE IN ACTIVISM THROUGH DECOLONIZING RESEARCH.CO-DESIGNING CONSERVATION WITH (NOT FOR) COMMUNITIESAN ANTIOCH UNIVERSITY FACULTY MEMBER IS LEADING ANTIOCH'S ONGOING CO-DESIGNING CONSERVATION WITH (NOT FOR) COMMUNITIES PROJECT THROUGH WHICH THE UNIVERSITY PARTNERS WITH ZOOS AND AQUARIUMS ACROSS THE COUNTRY TO HELP THESE PUBLIC INSTITUTIONS PROMOTE COMMUNICATION AND DEVELOP PROGRAMMING IN CLOSE CONSULTATION WITH LOCAL, HISTORICALLY MARGINALIZED COMMUNITIES. OVER THE LAST YEAR, THE FACULTY MEMBER AND THE PROJECT TEAM HAVE ENGAGED THE COMMUNITIES AROUND THE PARTNER ZOOS IN WAYS THAT HIGHLIGHT WHAT IS WORKING AND LOCATE COMMUNITY ASPIRATIONS FOR THE FUTURE. THE CO-DESIGNING APPROACH OFFERS A POWERFUL NEW FRAMEWORK TO LISTEN AND MAKE AN IMPACT WITH PARTNER COMMUNITIES.PROMOTING LITERACY EDUCATION AS A KEY FOR SOCIAL JUSTICEANTIOCH'S CHAIR OF THE MA IN TEACHING IS WORKING TO BRING HIGH-QUALITY, SOCIALLY AWARE LITERACY EDUCATION TO MORE CLASSROOMS IN WASHINGTON STATE AND ACROSS THE COUNTRY. AS STUDENTS DEVELOP CONFIDENCE IN THEIR SKILLS AS PEOPLE EMPOWERED IN USING LANGUAGE, THEY CAN PERFORM WRITING TASKS FOR THEMSELVES PERSONALLY BUT ALSO OUT IN THEIR COMMUNITIES TO MAKE A SOCIAL IMPACT AND CONNECT WITH OTHER PEOPLE. EFFECTING CHANGE IN HIGHER EDUCATION THROUGH MEANINGFUL LEADERSHIPANTIOCH UNIVERSITY'S PHD IN LEADERSHIP AND CHANGE PREPARES STUDENTS TO LEAD IN MANY FIELDS. AS CHANGEMAKERS, ALUMNI ARE TAKING THEIR PASSION AND ACCUMULATED SKILLS TO IMPACT THE FIELD OF HIGHER EDUCATION AND DOING IMPORTANT WORK, FROM IDENTIFYING AND LOWERING BARRIERS FACED BY TODAY'S STUDENT POPULATIONS TO DEVELOPING INTENTIONAL WAYS TO CREATE A SENSE OF BELONGING, FROM CULTIVATING INTERCULTURAL CONVERSATIONS TO FOSTERING IN YOUTH A SPIRIT OF GIVING BACK, AND FROM LEADING MINDFULLY TO HELPING LATINX STUDENTS THRIVE. 67221119 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 1 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 4818 0 1 1526 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NH OH WA X ALLAN GOZUM 9377691304 900 DAYTON ST YELLOW SPRINGS OH 45387 HOLLY HART MCKIERNAN BOARD CHAIR 15.00 0.10 X X 0 0 0 DAN GIFFORD VICE CHAIR 10.00 0.10 X X 0 0 0 PAUL MUTTY BOARD MEMBER 5.00 0.10 X 0 0 0 TERI CANNON BOARD MEMBER 5.00 0.10 X 0 0 0 CHARLENE HAYES BOARD MEMBER 5.00 0.10 X 0 0 0 APRIL CASPERSON BOARD MEMBER 5.00 0.10 X 0 0 0 THERESA HARRIS BOARD MEMBER 5.00 0.10 X 0 0 0 PEGGY RUHLIN BOARD MEMBER 5.00 0.10 X 0 0 0 JANET BELL BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 STEVE CRANDALL BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 KATRIN DAMBROT BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 LANCE DUBLIN BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 GREG FINKELSTEIN BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 CAROLE ISOM-BARNES BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 JAMES MCGILL BOARD MEMBER UNTIL 11/5/22 5.00 0.00 X 0 0 0 WILLIAM PLATER BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 RICHARD PREYER BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 KIKO SUAREZ BOARD MEMBER UNTIL 11/5/22 5.00 0.00 X 0 0 0 MARTHA SUMMERVILLE BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 EUGENE TEMPEL BOARD MEMBER UNTIL 6/30/23 5.00 0.00 X 0 0 0 WILLIAM GROVES CHANCELLOR/PRESIDENT 55.00 1.00 X 291805 0 33108 CHESTER HASKELL VICE CHANCELLOR ACADEMIC AFFAIRS 55.00 0.00 X 227147 0 13860 ALLAN GOZUM CFO/VICE CHANCELLOR/TREASURER 55.00 5.00 X 221359 0 29398 MARY GRANGER UNIVERSITY COUNSEL/SECRETARY 55.00 0.00 X 177611 0 24532 CRAIG MASLOWSKY VICE CHANCELLOR ENROLLMENT 55.00 0.00 X 222760 0 14653 SHAWN FITZGERALD DEAN SCHOOL OF COUNSELING, PSYCH., & THERAPIES 55.00 0.00 X 166499 0 52901 MARIA-JUDITH RODRIGUEZ VICE CHANCELLOR, HUMAN RESOURCES 55.00 0.00 X 213102 0 16218 LAURIEN ALEXANDRE DEAN OF THE GRADUATE SCHOOL L&C 55.00 0.00 X 174219 0 42788 MARK HOWER PROVOST/CAMPUS CEO 55.00 0.00 X 156370 0 38507 MICHAEL GREITZER DIRECTOR OF REAL ESTATE 55.00 0.00 X 166574 0 39545 BARBARA LIPINSKI ASSOCIATE VC FOR ACADEMIC PERSONNEL 55.00 0.00 X 153734 0 21335 MELISSA KIRK ASSOC VC ACADEMIC AFFAIRS 55.00 0.00 X 159781 0 10997 2330961 0 337842 38 0 1 0 WILEY EDU LLC 1415 W 22ND ST STE 400 OAK BROOK IL 60523 MARKETING AND ENROLLMENT SERVICES 2317994 EDUCATION DYNAMICS 111 RIVER ST 10TH FLOOR HOBOKEN NJ 07030 MARKETING SERVICES 2039033 ELLUCIAN CO LLC 2003 EDMUND HALLEY DR RESTON VA 20191 IT SERVICES 1281636 AL MELANSON CO INC 353 WEST ST KEENE NH 03431 ROOFING SERVICES 461901 TEVERA LLC 2321 JACK BREAULTH DR STE 300 HUDSON WI 54016 PROFESSIONAL SERVICES 165260 5 5000000 2920209 868187 12263 8788396 TUITION AND FEES 900099 71351790 71351790 CONTRACTS 900099 252332 252332 SRVCS OF AUXILIARY ENTERPRISES 900099 26244 26244 71630366 783321 783321 356649 23451 333198 333198 333198 12230520 63529 12264098 0 -33578 63529 29951 29951 517566 517566 517566 82082798 71630366 0 1664036 2798395 2798395 1555000 1323432 220650 10918 41043051 34930974 5823907 288170 1990723 1640698 332091 17934 5195710 3979284 1193975 22451 3603948 3107903 472821 23224 954600 901634 50826 2140 1292119 1292119 148003 148003 45000 45000 74462 74462 2491468 2456179 25773 9516 1819322 1782642 376 36304 649049 295427 309697 43925 2685876 2531971 147053 6852 5776989 5365140 396245 15604 718456 635492 78619 4345 693277 631954 60394 929 483344 433916 48143 1285 1288819 1200824 84440 3555 1237786 1153337 81037 3412 BAD DEBT EXPENSE 802802 802802 LIBRARY 750671 736858 13813 MEMBERSHIPS AND DUES 321344 251920 58503 10921 958005 260337 696121 1547 79378219 67221119 11595255 561845 22185340 18413539 1450430 5165068 2834913 2154227 1581716 1314696 35402489 20991948 14182140 14410541 15353836 17456771 0 15720374 57588375 74635216 10755713 6733251 8504481 8194590 229412 0 8810000 8810000 224586 316327 0 17537003 28524192 41591171 X 16329416 15093832 12734767 17950213 29064183 33044045 57588375 74635216 X 2704579 1304244 -28961 X 0 1 X 1 1 1 X 4663052 5168107 6437212 8506093 8788396 33562860 4663052 5168107 6437212 8506093 8788396 33562860 155479 33407381 871986 709571 496420 637944 1139970 3855891 1230815 979236 741709 1337988 517566 4807314 42226065 323234034 0.79120 0.76650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 1,230,815. 2019 AMOUNT: $ 529,799. 2020 AMOUNT: $ 390,709. 2021 AMOUNT: $ 648,639. 2022 AMOUNT: $ 517,566. INSURANCE PROCEEDS - 2019 AMOUNT: $ 449,437. 2020 AMOUNT: $ 351,000. 2021 AMOUNT: $ 689,349. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 8206399 761861 930403 313358 9585305 9784109 14531 -1296301 295940 8206399 8012169 9644 2040354 278058 9784109 7700762 32846 577431 298870 8012169 7476035 5288 540065 320626 7700762 0.07152 0.53701 0.39147 0 0 311420 311420 13778798 5425578 8353220 14933842 9883772 5050070 5533898 5035608 498290 844531 646990 197541 14410541 RIGHT-OF-USE ASSETS 15265833 DEPOSITS 454541 15720374 LEASE LIABILITIES 17537003 17537003 X 82155582 1304244 -1254911 49333 82106249 -23451 -23451 82082798 78175720 23451 23451 78152269 1225950 1225950 79378219 PART IV, LINE 2B: DEPOSITS HELD FOR OTHERS ARE TUITION PAYMENTS MADE BY THE STUDENTS AND EITHER 1) NOT YET APPLIED TO THE STUDENT ACCOUNT, OR 2) ARE OVERPAYMENTS TO BE REFUNDED TO THE STUDENT. PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 30 INDIVIDUAL DONOR RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT OF THE UNIVERSITY IS INTENDED FOR STUDENT AID AND GENERAL INSTITUTIONAL SUPPORT. PART X, LINE 2: THE UNIVERSITY IS A QUALIFYING ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS, THEREFORE, EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(A) ON ITS NORMAL OPERATIONS. HOWEVER, THE UNIVERSITY IS TAXED ON OTHER UNRELATED INCOME, IF ANY. THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON RENTAL INCOME OF PERSONAL PROPERTY. THE UNIVERSITY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE UNIVERSITY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. THE UNIVERSITY COMPLETED AN ANALYSIS OF ITS TAX POSITION, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS FOR UNRECOGNIZED TAX POSITIONS AT JUNE 30, 2023 AND 2022. THE UNIVERSITY FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE REQUIRED STATES. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST -28,961. FINANCIAL AID -1,225,950. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -23,451. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 23,451. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,225,950. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II OF SCHEDULE E SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAM ADMINISTERED BY THE DEPARTMENT OF EDUCATION AS WELL AS GRANT PROGRAMS FROM THE VARIOUS STATES THE UNIVERSITY OPERATES IN. SCHEDULE E, PART 1 LINE 3 THE ORGANIZATION USES THE MEDIA OUTLETS LIKE FACEBOOK TO SHARE THEIR NONDISCRIMINATORY POLICIES, SOCIAL JUSTICE AND DEEP CONNECTION TO THE COMMUNITY IN WHICH IT SERVES. COALITION FOR THE COMMON GOOD, FORMERLY KNOWN AS ANTIOCH UNIVERSITY, HAS A PROUD HISTORY OF BEING ONE OF THE FIRST INSTITUTIONS IN THE MID 1850'S TO ADMIT AFRICAN AMERICANS INTO THE SAME ACADEMIC PROGRAMS AS WHITES. IT IS ALSO NOTABLY THE ALMA MATER OF CORETTA SCOTT KING AND OTHERS WHO WORKED FOR THE CIVIL RIGHTS MOVEMENTS OF THE 1960'S. SHORTLY AFTER ITS INCORPORATION IN 1852, IT AMENDED ITS ARTICLES OF INCORPORATION TO PROVIDE THAT, "NOR SHALL RELIGIOUS OR THEOLOGICAL OPINIONS OF ANY KIND OR CONSIDERATIONS OF RACE, CREED, OR NATIONAL ORIGIN EVER BE USED AS A BASIS FOR EXCLUDING A PERSON FROM ITS BENEFITS." THE UNIVERSITY HAS SINCE EXPANDED ITS POLICY OF NONDISCRIMINATION REQUIRING THAT "ANTIOCH PROVIDES EQUAL OPPORTUNITY FOR ALL QUALIFIED APPLICANTS AND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, GENDER, ANCESTRY, RELIGION, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, FAMILY STATUS OR DISABILITY IN MATTERS AFFECTING EMPLOYMENT OR IN PROVIDING ACCESS TO PROGRAMS." IT NOW INCLUDES ITS NONDISCRIMINATION POLICY STATEMENT IN ALL BROCHURES AND OTHER RECRUITMENT MATERIALS AS WELL AS IN THE COURSE CATALOG. FINALLY, THE POLICY IS CLEARLY POSTED ON THE WEBSITE OF EACH UNIVERSITY CAMPUS AND PROGRAM. FURTHER, AS PER SECTION 4.03 PARAGRAPH C, THE UNIVERSITY CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITIES IN MEANINGFUL NUMBERS. PER SECTION 4.03 PARAGRAPH B OF REV. PROC. 75-50, 1975-2 CB 587, THE UNIVERSITY IS NOT REQUIRED TO FURTHER ANNUALLY PUBLISH ITS NONDISCRIMINATORY POLICY IN THE LOCAL COMMUNITY BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM A NATIONWIDE OR LARGE GEOGRAPHICAL AREA, AS WELL AS INTERNATIONALLY. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, CHINA (INCL 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 2170 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES CREATION OF SOCIAL MEDIA MARKETING VIDEO 1250 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, IRAN, IRA 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 2710 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 750 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES WRITING AWARD/PRIZE 200 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 2550 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, BARB 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 428 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, BARB 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 2644 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STIPEND FOR STUDENT MENTOR SERVICES 1500 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STIPEND FOR STUDENT MENTOR SERVICES 750 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 150 0 0 0 0 0 0 12702 2400 15102 0 0 0 0 0 0 PART I, LINE 2: GRANTS RELATED TO SCHOLARSHIPS ARE DOCUMENTED AS TO SELECTION CRITERIA AND WHO WAS SELECTED. RECORDS CONTAINING THIS INFORMATION ARE MAINTAINED BY THE FINANCIAL AID OFFICE IN THE RESPECTIVE STUDENTS' FILES. FOR OTHER CHARITABLE GRANTS, THE SELECTION CRITERIA AND RECIPIENT INFORMATION IS MAINTAINED BY THE UNIVERSITY GRANT OFFICE AND/OR THE UNIVERSITY ADVANCEMENT OFFICE. PART I, LINE 3: THE UNIVERSITY REPORTS EXPENDITURES IN FOREIGN COUNTRIES PER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES. CURRENCY CONVERSION OCCURS AT THE TIME THE EXPENSE IS INCURRED, OR REIMBURSED BY THE UNIVERSITY. PART III ACCOUNTING METHOD: X X X X X X X 1 COMPASS GROUP INC 2961-A-HUNTER MILL RD STE 808 OAKTON VA 22124 CONSULTING ADVICE AND APPROACH 0 0 45000 -45000 45000 -45000 AZ CA DE FL ID IN IA MT NE NH OH SD TX VT WA WY SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE COMPASS GROUP, INC. PROVIDED CONSULTING ADVICE AND APPROACH TO THE IN-HOUSE INSTITUTIONAL ADVANCEMENT STAFF. 1 STUDENT FINANCIAL AID, SCHOLARSHIPS AND FELLOWSHIPS 1074 2798395 PART I, LINE 2: THE UNIVERSITY FOLLOWS GUIDELINES SET BY THE DEPARTMENT OF EDUCATION, AND STATE GOVERNMENTS, TO ENSURE THAT GRANTS TO STUDENTS ARE AWARDED TO ELIGIBLE RECIPIENTS. ALL DOCUMENTATION REGARDING THE AWARDING OF THESE GRANTS IS MAINTAINED IN THE STUDENT FILE. X X X 0 0 0 0 0 0 0 0 0 WILLIAM GROVES CHANCELLOR/PRESIDENT 288125 0 0 0 3680 0 17486 0 15622 0 324913 0 0 0 ALLAN GOZUM CFO/VICE CHANCELLOR/TREASURER 220503 0 0 0 856 0 13500 0 15898 0 250757 0 0 0 CHESTER HASKELL VICE CHANCELLOR ACADEMIC AFFAIRS 225000 0 0 0 2147 0 13500 0 360 0 241007 0 0 0 CRAIG MASLOWSKY VICE CHANCELLOR ENROLLMENT 222568 0 0 0 192 0 13368 0 1285 0 237413 0 0 0 MARIA-JUDITH RODRIGUEZ VICE CHANCELLOR, HUMAN RESOURCES 212251 0 0 0 851 0 12900 0 3318 0 229320 0 0 0 SHAWN FITZGERALD DEAN SCHOOL OF COUNSELING, PSYCH., & THERAPIES 165936 0 0 0 563 0 10800 0 42101 0 219400 0 0 0 LAURIEN ALEXANDRE DEAN OF THE GRADUATE SCHOOL L&C 172163 0 0 0 2056 0 11065 0 31723 0 217007 0 0 0 MICHAEL GREITZER DIRECTOR OF REAL ESTATE 165815 0 0 0 759 0 10500 0 29045 0 206119 0 0 0 MARY GRANGER UNIVERSITY COUNSEL/SECRETARY 177417 0 0 0 194 0 10800 0 13732 0 202143 0 0 0 MARK HOWER PROVOST/CAMPUS CEO 155499 0 0 0 871 0 9600 0 28907 0 194877 0 0 0 BARBARA LIPINSKI ASSOCIATE VC FOR ACADEMIC PERSONNEL 152273 0 0 0 1461 0 9300 0 12035 0 175069 0 0 0 MELISSA KIRK ASSOC VC ACADEMIC AFFAIRS 159500 0 0 0 281 0 9600 0 1397 0 170778 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A 7/1/22-6/30/23: IN ARTICLE VI OF THE BOARD OF GOVERNORS BY-LAWS, SECTION 6.4 STATES: "THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS SHALL BE RESPONSIBLE FOR THE GENERAL CONTROL, MANAGEMENT, AND REGULATION OF ALL MATTERS PERTAINING TO THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF GOVERNORS. EXCEPT ON THOSE MATTERS RESERVED FOR THE BOARD OF GOVERNORS IN THE BY-LAWS OR IN THE ARTICLES OF INCORPORATION, THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD OF GOVERNORS BETWEEN BOARD MEETINGS AND IN EMERGENCIES WHEN THE BOARD CANNOT MEET IN A TIMELY MANNER TO ACHIEVE A QUORUM, AND TO OTHERWISE HANDLE ROUTINE MATTERS TO ENABLE THE BOARD TO BE EFFICIENT AND STRATEGIC IN THE USE OF ITS MEETING TIME. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE FOLLOWING EX-OFFICIO MEMBERS: THE CHAIR OF THE BOARD OF GOVERNORS WHO SHALL ALSO SERVE AS ITS CHAIR, VICE CHAIR OF THE BOARD OF GOVERNORS, THE CHAIRS OF ALL STANDING COMMITTEES OTHER THAN THOSE CHAIRED BY THE BOARD VICE CHAIR, AND THE CHANCELLOR (WITHOUT VOTE). THEY EACH SHALL SERVE ON THE COMMITTEE AS LONG AS THEY HOLD THEIR RESPECTIVE LEADERSHIP POSITIONS. ADDITIONALLY, AT LEAST ONE AT-LARGE MEMBER SHALL BE NOMINATED ANNUALLY BY THE GOVERNANCE COMMITTEE FOR A RENEWABLE ONE-YEAR TERM FOR ELECTION BY THE BOARD OF GOVERNORS. SUCH PERSON SHALL NOT SERVE FOR MORE THAN TWO CONSECUTIVE YEARS AS THE AT-LARGE MEMBER OF THE EXECUTIVE COMMITTEE. 7/1/23-12/31/23: THE BYLAWS OF THE COALITION FOR THE COMMON GOOD BOARD OF DIRECTORS DO NOT PROVIDE FOR DELEGATION OF AUTHORITY TO AN EXECUTIVE OR SIMILAR COMMITTEE. 7/1/23-12/31/24: THE ANTIOCH UNIVERSITY BOARD OF GOVERNORS WAS REFORMED AS AN ADVISORY BOARD WITH CERTAIN DUTIES DELEGATED BY THE COALITION FOR THE COMMON GOOD BOARD OF DIRECTORS. THE ANTIOCH UNIVERSITY ADVISORY BOARD CHARTER DOES NOT DELEGATE AUTHORITY TO AN EXECUTIVE OR SIMILAR COMMITTEE. FORM 990, PART VI, SECTION A, LINE 4 ON JUNE 30, 2023, ANTIOCH UNIVERSITY AND OTTERBEIN UNIVERSITY ENTERED INTO AN AFFILIATION AGREEMENT AND BECAME THE FOUNDING MEMBERS OF THE COALITION FOR THE COMMON GOOD, (THE COALITION OR UNIVERSITY). WITH THE AFFILIATION, THE CORPORATION "ANTIOCH UNIVERSITY", CHANGED ITS NAME TO "COALITION FOR THE COMMON GOOD" (DBA "ANTIOCH UNIVERSITY") AND REFORMED ITS BOARD OF DIRECTORS (THE BOARD) TO INCLUDE FOUR APPOINTMENTS FROM OTTERBEIN UNIVERSITY, FOUR APPOINTMENTS FROM ANTIOCH UNIVERSITY AND ONE APPOINTMENT OF A MEMBER NOT ASSOCIATED WITH EITHER UNIVERSITY. THE COALITION FOR THE COMMON GOOD THEN BECAME THE SOLE MEMBER OF OTTERBEIN UNIVERSITY WITH CERTAIN RESERVED AND DELEGATED POWERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND DISCUSSED WITH THE AUDIT COMMITTEES, OUTSIDE CPA FIRM, CHANCELLOR, CFO/TREASURER, UNIVERSITY COUNSEL/SECRETARY, AND ACCOUNTING LEADERSHIP. A COPY OF THE FORM 990 WAS PROVIDED TO THE FULL BOARD OF GOVERNORS AND DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH OFFICER AND MEMBER OF THE BOARD. EACH INDIVIDUAL SIGNS A FORM ANNUALLY CONFIRMING THEY HAVE REVIEWED AND UNDERSTAND THE POLICY AND DISCLOSING ANY CONFLICTS THEY MAY HAVE. THE BOARD ANNUALLY REVIEWS THESE FORMS AND APPROVES A RESOLUTION STATING THAT ALL OFFICERS AND BOARD MEMBERS HAVE SUBMITTED THEIR FORM. IF ANY CONFLICTS ARE NOTED, THE BOARD WILL REVIEW THE RELATIONSHIP AND TRANSACTION AND DETERMINE IF FURTHER ACTION IS NECESSARY TO MANAGE THE CONFLICT. THE POLICY INFORMS BOARD MEMBERS OF THEIR ONGOING OBLIGATION TO DISCLOSE CONFLICTS OF INTEREST AS THEY ARISE, FOR EXAMPLE EACH TIME A SIGNIFICANT NEW CONTRACT IS ENTERED INTO OUTSIDE OF THE ANNUAL DISCLOSURE PERIOD. MANAGEMENT DOES AN ASSESSMENT OF ANY POSSIBLE CONFLICTS FOR OFFICERS, AS WELL, AT THIS TIME. WHEN A CONFLICT MAY ARISE, DEPENDING ON THE CIRCUMSTANCE, THE MEMBER IS REQUIRED TO RECUSE HIM/HERSELF DURING DISCUSSIONS AND VOTING OF THE CONFLICTED ACTIVITY, OR THEY MAY BE ASKED TO RESIGN. THE CONFLICT MANAGEMENT PLANS FOR SPECIFIC CONFLICTS ARE DOCUMENTED IN CORPORATE RECORDS. FORM 990, PART VI, SECTION B, LINE 15 THE ANTIOCH UNIVERSITY ADVISORY BOARD COMPENSATION COMMITTEE IS MADE UP OF INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. THEY REVIEW INDUSTRY SALARY AND BENEFITS DATA FROM SEVERAL REPUTABLE SOURCES. THESE SOURCES INCLUDED SURVEY DATA OF DOZENS OF INDUSTRY PEERS. IN ADDITION, THE COMMITTEE WOULD TAKE INTO CONSIDERATION THE FINANCIAL HEALTH OF THE INSTITUTION AND THE INCREASES PROVIDED TO OTHER KEY EMPLOYEES WITHIN THE UNIVERSITY. THE COMMITTEE HELD DISCUSSIONS AND ULTIMATELY VOTED UPON THE COMPENSATION PROVIDED TO THE CHANCELLOR FOR THE FOLLOWING YEAR. THE PROCESS WAS DOCUMENTED. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE CHANCELLOR SIMILARLY REVIEWS INDUSTRY DATA FOR COMPARABLE INSTITUTIONS. IN ADDITION, PERFORMANCE EVALUATIONS ARE COMPLETED. A COMPENSATION RECOMMENDATION FOR THESE EMPLOYEES IS BASED ON THIS DATA, AND PROVIDED BY THE CHANCELLOR TO THE EXECUTIVE COMMITTEE, OR FULL BOARD, WHO THEN VOTES ON THE FINAL COMPENSATION. THE PROCESS IS DOCUMENTED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC AT THE UNIVERSITY'S WEBSITE HTTP://WWW.ANTIOCH.EDU/POLICIES/. THE ORGANIZATION PROVIDES THE FORM 990 UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). THE CHANCELLOR PROVIDES ENROLLMENT AND FINANCIAL UPDATES TO THE UNIVERSITY COMMUNITY THROUGHOUT THE YEAR VIA ON-LINE AND/OR CAMPUS VISITS. FORM 990, PART XI, LINE 9: POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST -28,961. CCG SERVICES INC 900 DAYTON ST YELLOW SPRINGS OH 45387 934389528 SUPPORTING ORGANIZATION OH 501(C)(3) LINE 12A, I COALITION FOR THE COMMON GOOD 1 OTTERBEIN UNIVERSITY 1 S GROVE ST WESTERVILLE OH 43081 314379532 EDUCATION OH 501(C)(3) LINE 2 COALITION FOR THE COMMON GOOD 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OTTERBEIN UNIVERSITY C 5000000 ACCRUAL