OHIO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
OHIO STATE UNIVERSITY FOUNDATION (EIN 31-1145986)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-04-23
IRS object ID
201931169349301118
Schema version
2017v2.0
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

FieldValueIRS element (for citing)
Return2019-04-23T10:44:34-07:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311145986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO STATE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6142922141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11480 W Lane AveAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael PapadakisPersonNm
Person TitleAssistant TreasurerPersonTitleTxt
Phone6142928520PhoneNum
Signature2019-04-23SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address128.146.46.135IPv4AddressTxt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichael C EicherPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11480 W Lane AveAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43221ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$261,418,672GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.osu.edu/givingWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionThe Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University.ActivityOrMissionDesc
Voting Members Governing Body45VotingMembersGoverningBodyCnt
Voting Members Independent45VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3837TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$9,073NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$259,141,316PYContributionsGrantsAmt
CY Contributions Grants$239,433,928CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$18,157,321PYInvestmentIncomeAmt
CY Investment Income$18,185,209CYInvestmentIncomeAmt
PY Other Revenue$1,885,054PYOtherRevenueAmt
CY Other Revenue$3,799,535CYOtherRevenueAmt
PY Total Revenue$279,183,691PYTotalRevenueAmt
CY Total Revenue$261,418,672CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,176,191PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,633,108CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,939,551CYTotalFundraisingExpenseAmt
PY Other Expenses$255,898,951PYOtherExpensesAmt
CY Other Expenses$242,267,107CYOtherExpensesAmt
PY Total Expenses$258,075,142PYTotalExpensesAmt
CY Total Expenses$244,900,215CYTotalExpensesAmt
PY Revenues Less Expenses$21,108,549PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$16,518,457CYRevenuesLessExpensesAmt
Total Assets BOY$1,052,963,316TotalAssetsBOYAmt
Total Assets EOY$1,149,676,648TotalAssetsEOYAmt
Total Liabilities BOY$53,626,054TotalLiabilitiesBOYAmt
Total Liabilities EOY$84,916,201TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$999,337,262NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,064,760,447NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$223,325,262ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescDistributions to The Ohio State UniversityDesc
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$223,325,262TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document72IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members45GoverningBodyVotingMembersCnt
Independent Voting Member45IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJulie L SaundersPersonNm
Phone6142927458PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 Blankenship HallAddressLine1Txt
Address Line2901 Woody Hayes DriveAddressLine2Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432104016ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Patricia E Aveni
Board of Directors0.250Yes (X)$0$0$0
C Richard Beckett
Board of Directors0.250Yes (X)$0$0$0
William P Blair III
Board of Directors0.250Yes (X)$0$0$0
Janis Block
Board of Directors0.250Yes (X)$0$0$0
Michael H Carpenter
Board of Directors0.250Yes (X)$0$0$0
G Gilbert Cloyd
Board of Directors0.250Yes (X)$0$0$0
Tanny B Crane
Board of Directors0.250Yes (X)$0$0$0
Phylllis A Cummins
Board of Directors0.250Yes (X)$0$0$0
Walter E Dennis Jr
Board of Directors0.250Yes (X)$0$0$0
James F Dietz
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Susan R Edwards
Board of Directors0.250Yes (X)$0$0$0
Ruann F Ernst
Board of Directors0.250Yes (X)$0$0$0
Jane Fawcett Hoover
Board of Directors0.250Yes (X)$0$0$0
Barbara K Fergus
Board of Directors0.250Yes (X)$0$0$0
Elizabeth B Germain
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
John C Gray
Board of Directors0.250Yes (X)$0$0$0
Jole R Harmon
Board of Directors0.250Yes (X)$0$0$0
Cynthia Hilsheimer
Board of Directors0.250Yes (X)$0$0$0
Lisa Hinson
Board of Directors0.250Yes (X)$0$0$0
Maryann Kennedy
Board of Directors0.250Yes (X)$0$0$0
Keith B Key
Board of Directors0.250Yes (X)$0$0$0
Anne E Kalmar
Board of Directors0.250Yes (X)$0$0$0
Nancy J Kramer
Board of Directors0.250Yes (X)$0$0$0
John C Lindberg
Board of Directors0.250Yes (X)$0$0$0
Frank Mauceri
Board of Directors0.250Yes (X)$0$0$0
Stephen G Mehallis
Board of Directors0.250Yes (X)$0$0$0
Stephen D Milligan
Board of Directors0.250Yes (X)$0$0$0
Keith D Monda
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Edwin L Overmyer
Board of Directors0.250Yes (X)$0$0$0
W Ray Persons
Board of Directors and Officer0.500Yes (X)$0$0$0Yes (X)
Carter G Phillips
Board of Directors0.250Yes (X)$0$0$0
Stanley D Ross
Board of Directors0.250Yes (X)$0$0$0
Robert H Schottenstein
Board of Directors0.250Yes (X)$0$0$0
Susan Schottenstein Diamond
Board of Directors0.250Yes (X)$0$0$0
Daniel J Wampler
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Gifford Weary
Board of Directors0.250Yes (X)$0$0$0
Robert J Weiler
Board of Directors0.250Yes (X)$0$0$0
Alec Wightman
Board of Directors0.250Yes (X)$0$0$0
Robert L Wright
Board of Directors0.250Yes (X)$0$0$0
Bruce A McPherson
Ex Officio Director0.250Yes (X)$0$0$0
Michael V Drake
Ex Officio Director0.50Yes (X)$0$0$0
James E Smith
Ex Officio Director0.250Yes (X)$0$0$0
Michael C Eicher
Ex Officio Director and Officer500Yes (X)$0$0$0Yes (X)
S Ann Hamilton
Ex Officio Director0.250Yes (X)$0$0$0
Rustin M Moore
Ex Officio Director0.250Yes (X)$0$0$0
John C Lane
Ex Officio Director0.250Yes (X)$0$0$0
Michael Papadakis
Officer0.250$0$0$0Yes (X)
Amy A Rodriguez
Officer0.250$0$0$0Yes (X)
Douglas Ulman
President-CEO and Ex-Officio Director - Pelotonia050$0$606,842$35,412Yes (X)
Michael Nestor
Senior Advisor to the President-CEO, Pelotonia040$0$173,708$21,216Yes (X)
Nicholas Denby
Chief Financial Officer - Pelotonia040$0$182,080$26,208Yes (X)
Miguel Perez
Chief Operating Officer - Pelotonia040$0$141,458$7,878Yes (X)
Joseph Apgar
Director-Momentum Fund - Pelotonia040$0$128,752$19,890Yes (X)
Kristopher Anderson
Director of Events - Pelotonia040$0$123,462$20,020Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,356,302TotReportableCompRltdOrgAmt
Total Other Compensation$130,624TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
AWH
495 Metro Place SDublinOH43017Software Development Partner$570,982
AVI Foodsystems Inc
6465 Busch RdColumbusOH43229Event Catering Services$427,083
Live Technologies
3445 Millennium CourtColumbusOH43219Concert Audio and Visual$175,000
Raizlabs Corporation
50 Milk StBostonMA02109Software Development Partner$162,000
Fort Ventures LLC
17 Brickel StColumbusOH43215Creative Design Services$118,300Ste D
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$32,729,624FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$206,704,304AllOtherContributionsAmt
Noncash Contributions$18,322,911NoncashContributionsAmt
Total Contributions$239,433,928TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,185,209TotalRevenueColumnAmt
Related Or Exempt Func Income$18,185,209RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$32,729,624ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Income from irrevocable split-interest agreements525920$2,086,542$2,086,542$0$0
Pelotonia registration fees900099$959,670$959,670$0$0
Pelotonia other income900099$718,460$718,460$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,863TotalRevenueColumnAmt
Related Or Exempt Func Income$34,863RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,799,535OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$261,418,672TotalRevenueColumnAmt
Related Or Exempt Func Income$21,984,744RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,598,091TotalAmt
Management And General$99,532ManagementAndGeneralAmt
Fundraising$2,498,559FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$35,017TotalAmt
Management And General$35,017ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,805,284TotalAmt
Fundraising$1,805,284FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$168,390TotalAmt
Management And General$34,462ManagementAndGeneralAmt
Fundraising$133,928FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$117,720TotalAmt
Management And General$74,100ManagementAndGeneralAmt
Fundraising$43,620FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,232,549TotalAmt
Management And General$15,232,549ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$375,051TotalAmt
Fundraising$375,051FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$111,520TotalAmt
Management And General$35ManagementAndGeneralAmt
Fundraising$111,485FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$100,011TotalAmt
Management And General$80ManagementAndGeneralAmt
Fundraising$99,931FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$149,541TotalAmt
Management And General$37,940ManagementAndGeneralAmt
Fundraising$111,601FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$64,897TotalAmt
Fundraising$64,897FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$241,922TotalAmt
Management And General$241,922ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Distributions to The Ohio State University$223,325,262$223,325,262$0$0
Provision for uncollectible pledges-$1,150,931$0-$1,150,931$0
Event expenses$1,695,195$0$0$1,695,195

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$30,696TotalAmt
Program Services$0ProgramServicesAmt
Management And General$30,696ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$244,900,215TotalAmt
Program Services$223,325,262ProgramServicesAmt
Management And General$14,635,402ManagementAndGeneralAmt
Fundraising$6,939,551FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,363,690BOYAmt
EOY$22,859,141EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$106,012,820BOYAmt
EOY$100,424,854EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,872,120BOYAmt
EOY$11,599,639EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,844,453LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,998,824LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,979,791BOYAmt
EOY$6,845,629EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$374,918,674BOYAmt
EOY$490,862,489EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$550,669,352BOYAmt
EOY$516,921,807EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$146,869BOYAmt
EOY$163,089EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,052,963,316BOYAmt
EOY$1,149,676,648EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$387,804BOYAmt
EOY$82,184EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$17,336,076BOYAmt
EOY$15,354,476EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$35,902,174BOYAmt
EOY$69,479,541EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$53,626,054BOYAmt
EOY$84,916,201EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,221,081BOYAmt
EOY$16,789,334EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$158,732,760BOYAmt
EOY$170,694,975EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$824,383,421BOYAmt
EOY$877,276,138EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$999,337,262BOYAmt
EOY$1,064,760,447EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,052,963,316BOYAmt
EOY$1,149,676,648EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$16,518,457ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$61,624,055NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments-$12,719,327PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$192,266,129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$222,223,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$232,151,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$259,141,316CurrentTaxYearMinus1YearAmt
Current Tax Year$239,433,928CurrentTaxYearAmt
Total$1,145,216,570TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$192,266,129CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$222,223,332CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$232,151,865CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$259,141,316CurrentTaxYearMinus1YearAmt
Current Tax Year$239,433,928CurrentTaxYearAmt
Total$1,145,216,570TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$30,805SubstantialContributorsTotAmt
Public Support Total170$1,145,185,765PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$16,342,005CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,553,548CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,292,159CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,157,321CurrentTaxYearMinus1YearAmt
Current Tax Year$18,185,209CurrentTaxYearAmt
Total$86,530,242TotalAmt
FieldValueIRS element (for citing)
Total Support$1,231,746,812TotalSupportAmt
Public Support CY1700.92972PublicSupportCY170Pct
Public Support PY1700.93302PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held0DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held3FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$9,090FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$0DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$36,634FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$0DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$1,039,722FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$877,261,330BeginningYearBalanceAmt
Contributions$54,157,760ContributionsAmt
Investment Earnings Or Losses$79,674,344InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$37,111,218OtherExpendituresAmt
Administrative Expenses$15,232,549AdministrativeExpensesAmt
End Year Balance$958,749,667EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$763,331,888BeginningYearBalanceAmt
Contributions$49,557,404ContributionsAmt
Investment Earnings Or Losses$113,595,175InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$34,315,899OtherExpendituresAmt
Administrative Expenses$14,907,238AdministrativeExpensesAmt
End Year Balance$877,261,330EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$757,158,186BeginningYearBalanceAmt
Contributions$63,029,783ContributionsAmt
Investment Earnings Or Losses-$11,494,479InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$30,008,699OtherExpendituresAmt
Administrative Expenses$15,352,903AdministrativeExpensesAmt
End Year Balance$763,331,888EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$710,961,474BeginningYearBalanceAmt
Contributions$58,771,147ContributionsAmt
Investment Earnings Or Losses$31,391,011InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$28,705,174OtherExpendituresAmt
Administrative Expenses$15,260,272AdministrativeExpensesAmt
End Year Balance$757,158,186EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$589,702,215BeginningYearBalanceAmt
Contributions$51,730,551ContributionsAmt
Investment Earnings Or Losses$110,406,299InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$26,851,227OtherExpendituresAmt
Administrative Expenses$14,026,364AdministrativeExpensesAmt
End Year Balance$710,961,474EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9818PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0182TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$6,135,832OtherCostOrOtherBasisAmt
Depreciation$2,998,824DepreciationAmt
Book Value$3,137,008BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,708,621InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$3,708,621BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,845,629TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Investment Partnerships$515,596,845F
Life insurance polices$1,324,962F
FieldValueIRS element (for citing)
Total Book Value Securities$516,921,807TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
Obligation and Reserve for Gift Annuity$16,455,093
Charitable Remainder Trust Liabilities$16,272,804
Distribution payable to The Ohio State University$19,744,393
Advance from The Ohio State University$2,164,008
Deferred Inflows$14,843,243
FieldValueIRS element (for citing)
Total Liability$69,479,541TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$311,207,497TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$61,624,055NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$61,624,055RevenueNotReportedAmt
Revenue Subtotal$249,583,442RevenueSubtotalAmt
Investment Expenses Not Incld$11,835,230InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$11,835,230RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$261,418,672TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$233,064,985TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$233,064,985ExpensesSubtotalAmt
Investment Expenses Not Incld2$11,835,230InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$11,835,230ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$244,900,215TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 4To permanently enhance The Ohio State University and its programs

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Operation and administration of annual bicycling fundraising events to support cancer researchEvent1Nm
Gross Receipts Event1$32,729,624GrossReceiptsEvent1Amt
Charitable Contri Event1$0CharitableContriEvent1Amt
Gross Revenue Event1$32,729,624GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$0RentFacilityCostsEvent1Amt
Food And Beverage Event1$1,225,589FoodAndBeverageEvent1Amt
Entertainment Event1$469,606EntertainmentEvent1Amt
Other Direct Expenses Event1$0OtherDirectExpensesEvent1Amt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Gross Receipts Total$32,729,624GrossReceiptsTotalAmt
Charitable Contributions Tot$0CharitableContributionsTotAmt
Gross Revenue Total Events$32,729,624GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$0RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,225,589FoodAndBeverageTotalEventsAmt
Entertainment Total Events$469,606EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$0OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,695,195DirectExpenseSummaryEventsAmt
Net Income Summary$31,034,429NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Douglas Ulman
President and CEO - Pelotonia$0$406,842$0$200,000$0$0$0$15,600$0$19,812$0$642,254$0
Nicholas Denby
VP - Pelotonia$0$151,080$0$31,000$0$0$0$6,396$0$19,812$0$208,288$0$0
Michael Nestor
VP - Pelotonia$0$138,708$0$35,000$0$0$0$5,798$0$15,418$0$194,924$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 7FormAndLineReferenceDesc
ExplanationThe 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

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution46ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Boats And Planes BoatsAndPlanesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Intellectual Property IntellectualPropertyGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution810ContributionCnt
Noncash Contributions Rpt F990$18,238,461NoncashContributionsRptF990Amt
Method Of Determining Revenuesaverage high/lowMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution18ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution60ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment & Supplies265$0n/a
Yes (X)Livestock & Agricultural30$0n/a
Yes (X)Flowers & Plants42$0n/a
Yes (X)Miscellaneous106$0n/a
FieldValueIRS element (for citing)
Form8283 Received10Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32bThe 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 33Per current accounting practice the Foundation does not report revenue of these in-kind gifts.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 18For 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 and (3) 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, 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 designated to The Ohio State University Foundation to be directed to 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 34As 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 V, Line 1aThe contractors listed in Part VII, Section B were paid by Pelotonia, the disregarded entity listed in Schedule R.
Form 990, Part V, Line 2aThe organization has no employees. For Pelotonia LLC, the disregarded entity reported in Schedule R, the employees are contracted for through Sequent so no W-2's are reported.
Form 990, Part VI, Section A, Line 2Robert Schottenstein and Susan Schottenstein Diamond are cousins
Form 990, Part VI, Section B, Line 11bBefore 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 12cBoard 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 exists, all material facts are presented either to the full board or a board committee who review the facts and determine whether a conflict of interest exists.
Form 990, Part VI, Section B, Line 15The 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 19The governing documents, conflict of interest policy, and financial statements are available upon request.
Form 990, Part XII, Line 1In fiscal year 2018 a new accounting standard related to charitable remainder trust and gift annuity agreements was implemented (GASB Statement No. 81, Irrevocable Split-Interest Agreements), that generally defers the recognition of revenue and expenses until the death of the beneficiary. The cumulative effect for prior period adjustment was a $12,719,327 reduction in net position, shown in Part XI. line 8.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtDirect Controlling NADirectControllingNACd
Clifton Holdings LLC
c/o Jack Lucks Jr150 E Broad StreetColumbusOH43215311145986Owner of real property located in Bexley, OhioOH$107,760$3,141,756N/A
Pelotonia LLC
Formerly known as NetJames Holdings LLC351 W Nationwide BlvdColumbusOH43215311145986Operation and administration of annual bicycling fundraising events to support cancer researchOH$34,748,081$38,587,942N/A

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