2025-05-14T19:04:32-05:00 2024-06-30 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2023-07-01 310536640 COALITION FOR THE COMMON GOOD COAL 9377691340 900 DAYTON ST YELLOW SPRINGS OH 45387 ALLAN GOZUM CFO/TREASURER 9377691340 2025-05-13 1 1 KAREN O CRIM P00368385 9372980201 2025-05-13 2023 2025-03-06 01:10:19Z ANTIOCH UNIVERSITY WILLIAM GROVES 900 DAYTON ST YELLOW SPRINGS OH 45387 101198453 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, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. 9 9 1481 25 0 0 8788396 9135788 71630366 74880843 813272 1146749 850764 672927 82082798 85836307 2798395 2893861 0 0 53388432 56385135 45000 750 488890 23146392 24198409 79378219 83478155 2704579 2358152 74635216 74770537 41591171 37361301 33044045 37409236 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, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. 0 0 70578526 2893861 74880843 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 CLOSE TO 4,600 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.DURING THE PAST YEAR, THE COALITION BEGAN RECRUITMENT EFFORTS IN COLUMBUS AND CENTRAL OHIO TO GROW ENROLLMENTS IN ANTIOCH'S MA IN CLINICAL MENTAL HEALTH COUNSELING AND DOCTOR OF EDUCATION (EDD) AND ALSO FORMED LOCAL PARTNERSHIPS WITH HEALTH CARE, K-12, NONPROFIT, AND OTHER ORGANIZATIONS TO PROVIDE ADULT EDUCATION AND WORKFORCE DEVELOPMENT OPPORTUNITIES FOR EMPLOYEES.NEW PROGRAMS AND INITIATIVESNEW MASTER'S PROGRAM IN SCHOOL COUNSELINGANTIOCH LAUNCHED A NEW LOW-RESIDENCY DEGREE PROGRAM: AN MA IN SCHOOL COUNSELING. THE PROGRAM, WHICH WILL BEGIN IN FALL 2024, IS AVAILABLE TO STUDENTS LIVING ANYWHERE IN THE NATION, AND IT AIMS TO ADDRESS THE SCHOOL COUNSELOR SHORTAGE BY TRAINING A NEW GENERATION OF SCHOOL COUNSELORS WHOSE PRACTICE IS ROOTED IN SOCIAL JUSTICE AND ANTIRACIST PRINCIPLES. THE PROGRAM PREPARES STUDENTS TO SEEK LICENSURE/CERTIFICATION AS SCHOOL COUNSELORS, AND IF CHOSEN AND DEPENDING ON STATE REGULATIONS, MEET THE REQUIREMENTS TO APPLY FOR CLINICAL LICENSURE BROADENING THEIR CAREER PROFILE AND JOB OPPORTUNITIES.ENVIRONMENTAL STUDIES GRADUATE PROGRAMS MORE ACCESSIBLEANTIOCH HAS REVAMPED ITS THREE ENVIRONMENTAL STUDIES GRADUATE DEGREES IN ORDER TO EXPAND ACCESS AND MAKE IT EASIER FOR STUDENTS TO COMPLETE THESE DEGREES. THE PHD IN ENVIRONMENTAL STUDIES NOW REQUIRES 66 INSTEAD OF 69 CREDITS FOR COMPLETION, AND THE DEPARTMENT HAS CONDENSED THE IN-PERSON RESIDENCIES DOWN TO ONE RESIDENCY PER SEMESTER. THE MS IN RESOURCE MANAGEMENT AND ADMINISTRATION DEGREE HAS LOWERED THE NUMBER OF CREDITS FOR COMPLETION TO 30. MEANWHILE, THE MS IN ENVIRONMENTAL STUDIES HAS ADDED A VIRTUAL OPTION THAT IS NOW AVAILABLE ALONGSIDE ITS FACE-TO-FACE MODALITY.GSLC "LEADING FORM THE MIDDLE" SERIESTHE GSLC PARTNERED WITH THE AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES (AASCU) TO DESIGN AND DELIVER A WORKSHOP SERIES SPECIFICALLY FOR MID-LEVEL LEADERS IN AASCU INSTITUTIONS. PARTICIPANTS CONSISTED OF TWO-PERSON TEAMS FROM 13 INSTITUTIONS PLUS THE CENTRAL OFFICE OF THE TEXAS A&M UNIVERSITY SYSTEM. PARTICIPATING UNIVERSITIES WERE DIVERSE IN GEOGRAPHY, MISSION, AND ETHNIC DIVERSITY AND INCLUDED PREDOMINANTLY WHITE INSTITUTIONS (PWIS), HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCUS), AND HISPANIC-SERVING INSTITUTIONS (HSIS). THE INITIAL SERIES WAS SO SUCCESSFUL THAT THE GSLC WILL BE CONDUCTING A SIMILAR WORKSHOP SERIES WITH A SECOND COHORT OF AASCU UNIVERSITIES IN THE FALL OF 2023.COMMUNITY GARDEN CONTINUES TO GROW AND EVOLVEON ANTIOCH'S NEW ENGLAND CAMPUS, BEHIND A PARKING LOT JUST DOWN THE ROAD FROM A GAS STATION, A MEDIUM-SIZED GARDEN IS TUCKED AWAY. IT'S COMPRISED OF SEVERAL RAISED BEDS, FLOWERS PLANTED AROUND THE PERIMETER, AND A FEW PICNIC TABLES UNDER SOME TREES. THOUGH THE GARDEN IS IN MANY WAYS MODEST, OVER THE LAST 14 YEARS, IT HAS PROVIDED A SPACE FOR DOZENS OF ANTIOCHIANS TO GROW AS GARDENERS, COMMUNITY ACTIVISTS, AND ENVIRONMENTAL STEWARDS. AND DESPITE THIS LONG TENURE, THE UNDERLYING PROJECT CONTINUES TO EVOLVE, GROW, AND EXPAND TO MEET THE NEEDS OF THE COMMUNITY ON CAMPUS AND IN THE WIDER KEENE COMMUNITY. 70578526 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 1 0 0 0 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 4615 0 1 1481 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 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 2.00 X X 0 0 0 TERI CANNON BOARD MEMBER 5.00 0.10 X 0 0 0 APRIL CASPERSON BOARD MEMBER UNTIL 04/24 5.00 2.00 X 0 0 0 THERESA HARRIS BOARD MEMBER 5.00 2.00 X 0 0 0 CHARLENE HAYES BOARD MEMBER 5.00 0.10 X 0 0 0 PAUL MUTTY BOARD MEMBER 5.00 0.10 X 0 0 0 LYNN PASQUERELLA BOARD MEMBER 5.00 0.10 X 0 0 0 TAMMY ROBERTS MYERS BOARD MEMBER 5.00 0.10 X 0 0 0 PEGGY RUHLIN BOARD MEMBER 5.00 0.10 X 0 0 0 JOHN COMERFORD PRESIDENT 15.00 40.00 X 0 385164 49969 WILLIAM GROVES VICE PRESIDENT 54.00 1.00 X 310594 0 34068 ALLAN GOZUM TREASURER 50.00 5.00 X 227611 0 30305 CHESTER HASKELL VICE PRESIDENT 55.00 0.00 X 235679 0 14480 WENDY SHERMAN-HECKLER VICE PRESIDENT 5.00 50.00 X 0 196336 21748 JEFFERSON BLACKBURN-SMITH VICE PRESIDENT 10.00 45.00 X 0 174305 34570 MARY GRANGER SECRETARY 55.00 0.00 X 175833 0 23313 MARIA-JUDITH RODRIGUEZ VICE CHANCELLOR HUMAN RESOURCES 55.00 0.00 X 213641 0 16251 CRAIG MASLOWSKY VICE CHANCELLOR ENROLLMENT 55.00 0.00 X 215486 0 14217 SHAWN FITZGERALD DEAN, SCHOOL OF COUNSELING, PSYCH., & THERAPIES 55.00 0.00 X 210688 0 13583 MICHELLE KOPPITZ ASSOC VC STRATEGIC PARTNERSHIP 55.00 0.00 X 151503 0 53577 LAURIEN ALEXANDRE DEAN OF THE GRADUATE SCHOOL L&C 55.00 0.00 X 180324 0 19451 BENJAMIN PRYOR DEAN, SCHOOL OF ENVIRONMENTAL STUDIES 55.00 0.00 X 150698 0 39139 MICHAEL RAFFANTI DEAN, SCHOOL OF EDUCATION 55.00 0.00 X 149665 0 24115 TERRY RATCLIFF DEAN/PROVOST OL/EXT ED 55.00 0.00 X 153943 0 12783 2375665 755805 401569 46 0 1 0 EDUCATION DYNAMICS 111 RIVER ST 10TH FLOOR HOBOKEN NJ 07030 ADVERTISING, MARKETING SERVICES 1466157 ELLUCIAN CO LLC 62578 COLLECTIONS CENTER DR CHICAGO IL 60693 SOFTWARE PLATFORM IT SERVICES 1187463 WILEY EDU LLC 1415 W 22ND ST STE 400 OAK BROOK IL 60523 IT ONLINE PROGRAM DELIVERY SERVICES 969927 RBC CAPITAL MARKETS LLC 200 VESEY ST 19TH FL NEW YORK NY 10281 CONSULTING SERVICES FOR AFFILIATION 750000 ROPES & GRAY MAIL CODE 11104 PO BOX 70280 PHILADELPHIA PA 19176 LEGAL SERVICES 531350 9 8014892 1120896 16629 9135788 TUITION AND FEES 900099 74522461 74522461 CONTRACTS 900099 330671 330671 SRVCS OF AUXILIARY ENTERPRISES 900099 27711 27711 74880843 1126054 1126054 182754 69599 113155 113155 113155 15313242 15286667 5880 26575 -5880 20695 20695 559772 559772 559772 85836307 74880843 0 1819676 2893861 2893861 1558638 577130 935748 45760 43871846 38452523 5230490 188833 2135200 1773682 347448 14070 5572264 4163641 1393839 14784 3247187 2863342 366780 17065 675065 618537 20164 36364 1380179 1380179 205575 205575 750 750 64456 64456 2204351 2144224 40698 19429 1840684 1827118 8247 5319 620762 326355 218545 75862 2829016 2673189 148898 6929 6032796 5610370 405815 16611 1087455 846183 229188 12084 785653 725191 57020 3442 625635 557188 66797 1650 1331035 1220605 106816 3614 1281429 1091869 186330 3230 BAD DEBT EXPENSE 920664 920664 LIBRARY 711454 711454 MEMBERSHIPS AND DUES 359977 268082 71748 20147 1242223 313318 925958 2947 83478155 70578526 12410739 488890 18413539 14027053 5165068 5060286 2154227 9484062 1314696 2517197 30495688 18468924 14410541 12026764 17456771 19312499 15720374 12342676 74635216 74770537 6733251 6531565 8194590 8196601 8810000 8810000 316327 574229 17537003 13248906 41591171 37361301 X 15093832 19295735 17950213 18113501 33044045 37409236 74635216 74770537 X 2358152 1855597 151442 X 0 1 X 1 1 1 X 5168107 6437212 8506093 8788396 9135788 38035596 5168107 6437212 8506093 8788396 9135788 38035596 79018 37956578 709571 496420 637944 1139970 1308808 4292713 979236 741709 1337988 517566 559772 4136271 46464580 338006203 0.81690 0.79120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 529,799. 2020 AMOUNT: $ 390,709. 2021 AMOUNT: $ 648,639. 2022 AMOUNT: $ 517,566. 2023 AMOUNT: $ 559,772. INSURANCE PROCEEDS - 2019 AMOUNT: $ 449,437. 2020 AMOUNT: $ 351,000. 2021 AMOUNT: $ 689,349. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9585305 1750 1359848 329456 10617447 8206399 761861 930403 313358 9585305 9784109 14531 -1296301 295940 8206399 8012169 9644 2040354 278058 9784109 7700762 32846 577431 298870 8012169 0.07074 0.48497 0.44429 0 0 311420 311420 13778798 5803276 7975522 10059232 6723705 3335527 5501707 5146277 355430 844531 795666 48865 12026764 RIGHT-OF-USE ASSETS 12342676 12342676 LEASE LIABILITIES 12899473 DEPOSITS 349433 13248906 X 86501635 1855597 -1259868 595729 85905906 -69599 -69599 85836307 82136444 69599 69599 82066845 1411310 1411310 83478155 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, 2024 AND 2023. 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 151,442. FINANCIAL AID -1,411,310. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -69,599. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 69,599. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,411,310. 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 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 PROGRAM SERVICES STIPEND FOR PHD COLLOQUIUM SPEAKER 250 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 2240 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES STIPEND FOR STUDENT MENTOR SERVICES 600 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES STIPEND FOR STUDENT MENTOR SERVICES 3750 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 16528 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES RESEARCH PERMIT 3625 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ANNUAL SUBSCRIPTION SERVICE FOR ACADEMIC INSTITUTIONS 2580 0 0 0 0 0 0 29573 0 29573 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. 1 STUDENT FINANCIAL AID, SCHOLARSHIPS AND FELLOWSHIPS 911 2893861 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 JOHN COMERFORD PRESIDENT 0 320438 0 0 0 64726 0 16500 0 33469 0 435133 0 0 WILLIAM GROVES VICE PRESIDENT 306632 0 0 0 3962 0 18600 0 15468 0 344662 0 0 0 ALLAN GOZUM TREASURER 226686 0 0 0 925 0 13875 0 16430 0 257916 0 0 0 CHESTER HASKELL VICE PRESIDENT 231250 0 0 0 4429 0 13875 0 605 0 250159 0 0 0 MARIA-JUDITH RODRIGUEZ VICE CHANCELLOR HUMAN RESOURCES 212788 0 0 0 853 0 12932 0 3319 0 229892 0 0 0 CRAIG MASLOWSKY VICE CHANCELLOR ENROLLMENT 215294 0 0 0 192 0 12932 0 1285 0 229703 0 0 0 SHAWN FITZGERALD DEAN, SCHOOL OF COUNSELING, PSYCH., 210000 0 0 0 688 0 12600 0 983 0 224271 0 0 0 WENDY SHERMAN-HECKLER VICE PRESIDENT 0 195304 0 0 0 1032 0 9015 0 12733 0 218084 0 0 JEFFERSON BLACKBURN-SMITH VICE PRESIDENT 0 172721 0 0 0 1584 0 32817 0 1753 0 208875 0 0 MICHELLE KOPPITZ ASSOC VC STRATEGIC PARTNERSHIP 151185 0 0 0 318 0 9925 0 43652 0 205080 0 0 0 LAURIEN ALEXANDRE DEAN OF THE GRADUATE SCHOOL L&C 177003 0 0 0 3321 0 11093 0 8358 0 199775 0 0 0 MARY GRANGER SECRETARY 175473 0 0 0 360 0 10827 0 12486 0 199146 0 0 0 BENJAMIN PRYOR DEAN, SCHOOL OF ENVIRONMENTAL STUDIE 150154 0 0 0 544 0 9480 0 29659 0 189837 0 0 0 MICHAEL RAFFANTI DEAN, SCHOOL OF EDUCATION 149038 0 0 0 627 0 9144 0 14971 0 173780 0 0 0 TERRY RATCLIFF DEAN/PROVOST OL/EXT ED 152338 0 0 0 1605 0 9323 0 3460 0 166726 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A 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 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 151,442. 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 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 OTTERBEIN UNIVERSITY P 160612 ACCRUAL OTTERBEIN UNIVERSITY Q 97356 ACCRUAL