OHIO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OHIO STATE UNIVERSITY FOUNDATION (EIN 31-1145986)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-05
- IRS object ID
- 202131039349301128
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-05T15:45:59-07:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311145986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6142922141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Olentangy River Road | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jake Wozniak | PersonNm |
| Person Title | Assistant Treasurer | PersonTitleTxt |
| Phone | 6142928520 | PhoneNum |
| Signature | 2021-04-05 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | Michael C Eicher | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 Olentangy River Road | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $367,876,357 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.osu.edu/giving | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 48 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$13,856 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $333,415,059 | PYContributionsGrantsAmt |
| CY Contributions Grants | $344,105,956 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,373,506 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,274,999 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,356,941 | PYOtherRevenueAmt |
| CY Other Revenue | $1,495,402 | CYOtherRevenueAmt |
| PY Total Revenue | $357,145,506 | PYTotalRevenueAmt |
| CY Total Revenue | $367,876,357 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,167,101 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $93,165 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $265,163,147 | PYOtherExpensesAmt |
| CY Other Expenses | $285,822,677 | CYOtherExpensesAmt |
| PY Total Expenses | $268,330,248 | PYTotalExpensesAmt |
| CY Total Expenses | $285,915,842 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $88,815,258 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $81,960,515 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,270,606,016 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,284,816,137 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $117,697,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,155,829 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,152,908,679 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,217,660,308 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $270,290,947 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Distributions to The Ohio State University | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $838 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Trust Distributions Outside The Ohio State University | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $270,291,785 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 48 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie L Saunders | PersonNm |
| Phone | 6142927458 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 Blankenship Hall | AddressLine1Txt |
| Address Line2 | 901 Woody Hayes Drive | AddressLine2Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432104016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (58 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Douglas Ulman | ||||||||||
| President-CEO and Ex-Officio Director - Pelotonia | 0 | 40 | Yes (X) | Yes (X) | $0 | $705,286 | $29,078 | |||
| Nicholas Denby | ||||||||||
| Chief Financial Officer - Pelotonia | 0 | 40 | Yes (X) | $0 | $242,475 | $30,607 | Yes (X) | |||
| Joseph Apgar | ||||||||||
| Chief Operating Officer - Pelotonia | 0 | 40 | Yes (X) | $0 | $206,041 | $29,258 | Yes (X) | |||
| William Sims | ||||||||||
| Director Pulll-Pelotonia | 0 | 40 | Yes (X) | $0 | $167,984 | $20,809 | Yes (X) | |||
| Kristopher Anderson | ||||||||||
| Director of Events - Pelotonia | 0 | 40 | Yes (X) | $0 | $160,534 | $20,768 | Yes (X) | |||
| Eric Olsavaky | ||||||||||
| Director - Pelotonia | 0 | 40 | Yes (X) | $0 | $139,989 | $26,261 | Yes (X) | |||
| Stephani Smolucha | ||||||||||
| Director of Stewardship - Pelotonia | 0 | 40 | Yes (X) | $0 | $125,364 | $11,583 | Yes (X) | |||
| Caryn Covelli | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Jennifer J Ostenson | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| William P Blair III | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael H Carpenter | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| G Gilbert Cloyd | ||||||||||
| Board of Directors and Officer | 0.50 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Jack Cowart | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Tanny B Crane | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Phylllis A Cummins | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| James F Dietz | ||||||||||
| Board of Directors and Officer | 0.5 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Susan R Edwards | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Ruann F Ernst | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Marnette Perry | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Elizabeth B Germain | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| John C Gray | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Jole R Harmon | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Cynthia Hilsheimer | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Lisa Hinson | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Linda S Kass | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Maryann Kennedy | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Keith B Key | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Anne E Klamar | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Kara Trott | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| John C Lindberg | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Matthew Magee | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Frank Mauceri | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen G Mehallis | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen D Milligan | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Keith D Monda | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Edwin L Overmyer | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| W Ray Persons | ||||||||||
| Board of Directors and Officer | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Carter G Phillips | ||||||||||
| Board of Directors and Officer | 0.5 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Stanley D Ross | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert W Savage | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert H Schottenstein | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Georganne Shockey | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Ratmir Timashev | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Daniel J Wampler | ||||||||||
| Board of Directors and Officer | 0.5 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Gifford Weary | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert J Weiler | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Alec Wightman | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Robert L Wright | ||||||||||
| Board of Directors | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Kris Devine | ||||||||||
| Ex Officio Director | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael V Drake | ||||||||||
| Ex Officio Director | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael C Eicher | ||||||||||
| Ex Officio Director and Officer | 50 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Gail Marsh | ||||||||||
| Ex Officio Director | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Bruce A McPherson | ||||||||||
| Ex Officio Director | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Molly Ranz Cahoun | ||||||||||
| Ex Officio Director | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael Papadakis | ||||||||||
| Ex Officer Director and Officer | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Gretchen Ritter | ||||||||||
| Ex Officio Director | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Amy A Rodriguez | ||||||||||
| Officer | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Jake Wozniak | ||||||||||
| Officer | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,747,673 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $168,364 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line2ContractorAddress/USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AWH | ||||||
| 495 Metro Place S | Dublin | OH | 43017 | Software Development Partner | $325,544 | |
| AVI Foodsystems Inc | ||||||
| 2590 Elm Road NW | Warren | OH | 44483 | Event Catering Services | $396,593 | |
| Live Technologies | ||||||
| 3445 Millennium Court | Columbus | OH | 43219 | Concert Audio and Visual | $175,000 | |
| Compton Construction | ||||||
| 691 Parson Ave | Columbus | OH | 43206 | General Contractor | $534,783 | |
| Fort Ventures LLC | ||||||
| 17 Brickel St | Columbus | OH | 43215 | Creative Design Services | $167,755 | Ste D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $11,585,336 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $332,520,620 | AllOtherContributionsAmt |
| Noncash Contributions | $19,306,360 | NoncashContributionsAmt |
| Total Contributions | $344,105,956 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,274,999 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,274,999 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from irrevocable split-interest agreements | Desc |
| Business | 525920 | BusinessCd |
| Total Revenue Column | $1,418,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,418,245 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $77,157 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,495,402 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $367,876,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,770,401 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,341 | TotalAmt |
| Management And General | $70,341 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,824 | TotalAmt |
| Management And General | $22,824 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,662 | TotalAmt |
| Management And General | $30,662 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,456 | TotalAmt |
| Management And General | $93,456 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,205,827 | TotalAmt |
| Management And General | $14,205,827 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60 | TotalAmt |
| Management And General | $60 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80 | TotalAmt |
| Management And General | $80 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,040 | TotalAmt |
| Management And General | $13,040 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,534 | TotalAmt |
| Management And General | $182,534 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Distributions to The Ohio State University | $270,290,947 | $270,290,947 | $0 | $0 |
| Provision for uncollectible pledges | $1,003,241 | $0 | $1,003,241 | $0 |
| Disbtributions outside The Ohio State University | $838 | $838 | $0 | $0 |
| Other expenses | $1,992 | $0 | $1,992 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,915,842 | TotalAmt |
| Program Services | $270,291,785 | ProgramServicesAmt |
| Management And General | $15,624,057 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,635,271 | BOYAmt |
| EOY | $235,276 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,956,500 | BOYAmt |
| EOY | $238,903,997 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,482,866 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,135,832 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,365,526 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,952,840 | BOYAmt |
| EOY | $2,770,306 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,461,098 | BOYAmt |
| EOY | $616,301,901 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $417,906,732 | BOYAmt |
| EOY | $426,602,280 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,709 | BOYAmt |
| EOY | $2,377 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,606,016 | BOYAmt |
| EOY | $1,284,816,137 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,845 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,948,349 | BOYAmt |
| EOY | $21,922,039 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,547,143 | BOYAmt |
| EOY | $45,233,790 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,697,337 | BOYAmt |
| EOY | $67,155,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,076,163 | BOYAmt |
| EOY | $16,411,789 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,832,516 | BOYAmt |
| EOY | $1,201,248,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,908,679 | BOYAmt |
| EOY | $1,217,660,308 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,270,606,016 | BOYAmt |
| EOY | $1,284,816,137 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $81,960,515 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,157,597 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$15,051,289 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $232,151,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,141,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,433,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,415,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $344,105,956 | CurrentTaxYearAmt |
| Total | $1,408,248,124 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $232,151,865 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $259,141,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $239,433,928 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,415,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $344,105,956 | CurrentTaxYearAmt |
| Total | $1,408,248,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,599,306 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,404,648,818 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,292,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,157,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,185,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,373,506 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,274,999 | CurrentTaxYearAmt |
| Total | $94,283,194 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,502,531,318 | TotalSupportAmt |
| Public Support CY170 | 0.93485 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93358 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 0 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 2 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,015 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $42,633 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $833,093 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $969,428,976 | BeginningYearBalanceAmt |
| Contributions | $63,970,156 | ContributionsAmt |
| Investment Earnings Or Losses | $20,097,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $43,113,477 | OtherExpendituresAmt |
| Administrative Expenses | $14,205,827 | AdministrativeExpensesAmt |
| End Year Balance | $996,177,321 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $958,749,667 | BeginningYearBalanceAmt |
| Contributions | $43,443,167 | ContributionsAmt |
| Investment Earnings Or Losses | $21,238,462 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,096,137 | OtherExpendituresAmt |
| Administrative Expenses | $13,906,183 | AdministrativeExpensesAmt |
| End Year Balance | $969,428,976 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $877,261,330 | BeginningYearBalanceAmt |
| Contributions | $54,157,760 | ContributionsAmt |
| Investment Earnings Or Losses | $79,674,344 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,111,218 | OtherExpendituresAmt |
| Administrative Expenses | $15,232,549 | AdministrativeExpensesAmt |
| End Year Balance | $958,749,667 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $763,331,888 | BeginningYearBalanceAmt |
| Contributions | $49,557,404 | ContributionsAmt |
| Investment Earnings Or Losses | $113,595,175 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,315,899 | OtherExpendituresAmt |
| Administrative Expenses | $14,907,238 | AdministrativeExpensesAmt |
| End Year Balance | $877,261,330 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $757,158,186 | BeginningYearBalanceAmt |
| Contributions | $63,029,783 | ContributionsAmt |
| Investment Earnings Or Losses | -$11,494,479 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $30,008,699 | OtherExpendituresAmt |
| Administrative Expenses | $15,352,903 | AdministrativeExpensesAmt |
| End Year Balance | $763,331,888 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9833 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0167 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $6,135,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,365,526 | DepreciationAmt |
| Book Value | $2,770,306 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,770,306 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Investment Partnerships | $425,248,922 | F |
| Life insurance policies | $1,353,358 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $426,602,280 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Obligation and Reserve for Gift Annuity | $20,839,987 |
| Charitable Remainder Trust Liabilities | $14,252,448 |
| Deferred Inflows | $10,140,671 |
| Advance from The Ohio State University | $684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $45,233,790 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $355,903,749 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,157,597 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$2,157,597 | RevenueNotReportedAmt |
| Revenue Subtotal | $358,061,346 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,815,011 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,815,011 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $367,876,357 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $276,100,831 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $276,100,831 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,815,011 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $9,815,011 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $285,915,842 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 3a(i) | The endowment funds are held and administered for the organization by The Ohio State University; based on the definition of "related" in the instructions to the Form 990, the organization and The Ohio State University are not related. |
| Schedule D, Part V, Line 4 | To permanently enhance The Ohio State University and its programs |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Operation and administration of annual bicycling fundraising events to support cancer research | Event1Nm |
| Gross Receipts Event1 | $11,585,336 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $11,585,336 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $0 | OtherDirectExpensesEvent1Amt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Gross Receipts Total | $11,585,336 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $0 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $11,585,336 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $0 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $0 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,585,336 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Douglas Ulman | ||||||||||||||
| President-CEO and Ex-Officio Director - Pelotonia | $0 | $420,286 | $0 | $285,000 | $0 | $0 | $0 | $11,200 | $0 | $17,878 | $0 | $734,364 | $0 | $0 |
| Nicholas Denby | ||||||||||||||
| Chief Financial Officer - Pelotonia | $0 | $160,875 | $0 | $81,600 | $0 | $0 | $0 | $9,806 | $0 | $20,801 | $0 | $273,082 | $0 | $0 |
| Joseph Apgar | ||||||||||||||
| Chief Operating Officer - Pelotonia | $0 | $134,627 | $0 | $71,414 | $0 | $0 | $0 | $8,437 | $0 | $20,821 | $0 | $235,299 | $0 | $0 |
| William Sims | ||||||||||||||
| Director Pulll-Pelotonia | $0 | $133,749 | $0 | $34,235 | $0 | $0 | $0 | $219 | $0 | $20,590 | $0 | $188,793 | $0 | $0 |
| Kristopher Anderson | ||||||||||||||
| Director of Events - Pelotonia | $0 | $115,925 | $0 | $44,609 | $0 | $0 | $0 | $6,486 | $0 | $14,282 | $0 | $181,302 | $0 | $0 |
| Eric Olsavaky | ||||||||||||||
| Director - Pelotonia | $0 | $105,814 | $0 | $34,175 | $0 | $0 | $0 | $5,742 | $0 | $20,519 | $0 | $166,250 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | The bonuses for the CEO is determined and approved by the Pelotonia Board based upon its evaluation of Pelotonia's performance. All other Pelotonia staff member bonuses are determined and approved by the Pelotonia CEO. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 846 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,306,360 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | average high/low | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 140 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment & Supplies | 777 | $0 | n/a |
| Yes (X) | Livestock & Agricultural | 27 | $0 | n/a |
| Yes (X) | Flowers & Plants | 21 | $0 | n/a |
| Yes (X) | Miscellaneous | 63 | $0 | n/a |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 17 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | The Foundation engages third parties to sell non-cash contributions. It uses the services of a brokerage firm to sell securities and real estate agents to sell gifts of property. |
| Schedule M, Part I, Line 33 | Per current accounting practice the Foundation does not report revenue of these in-kind gifts. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 18 | For Pelotonia LLC, the disregarded entity reported in Schedule R, the majority of gross fundraising income is comprised of (1) the operating funds pledged by the corporate funding partners, (2) the registration fees paid by the riders, (3) interest earned on cash balances and (4) the donations raised by Pelotonia's riders, virtual riders, PULLL app users and volunteers. With regard to the first category, the corporate funding partners underwrite Pelotonia's annual operating expenses, including all staff, office, event and technology costs as well as all of the costs of processing the donations raised by the riders, virtual riders and volunteers. Often these corporate funding partners make a multi-year pledge to underwrite operating expenses each year for a designated number of years; however, the total amount of the multi-year pledge is booked on an accrual basis and held as a receivable. With regard to the second category, riders pay non-tax deductible registration fees that are also used to defray Pelotonia's operating costs. With regard to the third category, Pelotonia cash balances are invested in FDIC insured money market accounts until the cash is needed. With regard to the fourth category, riders and virtual riders each agree to a minimum fundraising commitment that is satisfied through donations received by or made by the riders and virtual riders. The PULLL and Ride donations are deposited and maintained in an account that is entirely separate from Pelotonia's operating account and 100% of these donations are directed to The Ohio State University Foundation to fund cancer research at The Ohio State University Comprehensive Cancer Center and James Cancer Hospital. Because Pelotonia's fundraising period for each of its events starts in December of one year and ends in November of the next year, the donations reported on the 990 in any particular fiscal year actually represent donations raised for two different Pelotonia events - i.e. donations for the event that was ongoing between July and November of a particular year and the donations for the event that was ongoing between December and June of the next year. |
| Form 990, Part IV, Line 34 | As noted in Part 1, Line 1, the organization is operated for the benefit of The Ohio State University; however, based on the definition of "related" in the instructions to the Form 990, the organization and The Ohio State University are not related. The organization is not a supporting organization under IRC 509(a)(3). It maintains its public charity status under IRC 509(a)(1). Also, the University does not appoint a majority of the organization's directors. All of the information in Schedule R or in other parts of the Form 990 for related organizations is available from The Ohio State University upon request. |
| Form 990, Part VI, Section B, Line 11b | Before the Form 990 is filed, it is reviewed by the Audit Committee of the Board. Prior to being filed the Form 990 is made available to all board members for comments. |
| Form 990, Part VI, Section B, Line 12c | Board members and key employees are required to disclose conflicts of interest on an annual conflict of interest questionnaire. Foundation staff review the questionnaires and, if a potential conflict of interest exits, all material facts are presented either to the full board or a committee who review the facts and determine whether a conflict of interest exists. |
| Form 990, Part VI, Section B, Line 15 | The organization's top management official is an employee of The Ohio State University and his salary is determined according to Ohio State University policies and procedures. The Board of Pelotonia, the disregarded entity reported in Schedule R, gathered comparability data and reviewed that prior to determining the total compensation of the key employees. The key employees are not Board members of the organization or Pelotonia. Compensation discussions were held in executive session of the Pelotonia Board and documented. |
| Form 990, Part VI, Section C, Line 19 | The governing documents, conflict of interest policy, and financial statements are available upon request. |
| Form 990, Part XI, Line 9 | $15,051,289 is the cumulative effect of Pelotonia LLC, the disregarded entity reported in Schedule R, merged out of existence on February 3, 2020. It's assets, liabilities and activities were transferred to a new Pelotonia 501(c)(3) organization, which is a blended component unit of The Ohio State University. The audited financial statements are presented as if the merger of old and new Pelotonia were effective at the beginning of fiscal year 2020. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Clifton Holdings LLC | ||||||||||
| 150 E Broad Street | Columbus | OH | 43215 | 311145986 | Owner of real property located in Bexley, Ohio | OH | $0 | $2,774,995 | N/A | |
| Pelotonia LLC | ||||||||||
| 450 W Board St | Columbus | OH | 43215 | 311145986 | Operation and administration of annual bicycling fundraising events to support cancer research | OH | $12,620,760 | $0 | N/A | Formerly known as NetJames Holdings LLC |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part I | FormAndLineReferenceDesc |
| Explanation | The disregarded entity, Pelotonia LLC was merged out of existence on February 3, 2020. All assets, liabilities and activities were transferred to a new Pelotonia 501(c)(3) organization. | ExplanationTxt |
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