OHIO UNIVERSITY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OHIO UNIVERSITY FOUNDATION (EIN 31-6402269)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-08
- IRS object ID
- 201940679349300309
- Schema version
- 2017v2.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-08T13:30:07-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road Suite 400 | AddressLine1Txt |
| City | Louisville | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402411122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316402269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Ohio University Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 7405931901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 869 | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah J Shaffer | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2019-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rachel Spurlock | PreparerPersonNm |
| PTIN | P00520729 | PTIN |
| Phone | 5023263996 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Nico Karagosian | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 869 | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $172,131,221 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ohio.edu/foundation | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Ohio University Foundation is an active partner in Ohio University's mission of education, research, and service. The Foundation provides support for financial aid, research, capital expansion, and other academic initiatives, securing for Ohio University a margin of excellence that otherwise would not be possible. | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 99 | TotalEmployeeCnt |
| Total Volunteers | 600 | TotalVolunteersCnt |
| Total Gross UBI | $116,662 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,221,685 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,836,416 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,132,733 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,038,063 | CYInvestmentIncomeAmt |
| PY Other Revenue | $585,223 | PYOtherRevenueAmt |
| CY Other Revenue | $318,844 | CYOtherRevenueAmt |
| PY Total Revenue | $30,939,641 | PYTotalRevenueAmt |
| CY Total Revenue | $47,193,323 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $23,984,128 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,105,086 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,314,616 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,752,969 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $565,954 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $482,232 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,076,612 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,362,168 | PYOtherExpensesAmt |
| CY Other Expenses | $8,325,848 | CYOtherExpensesAmt |
| PY Total Expenses | $40,226,866 | PYTotalExpensesAmt |
| CY Total Expenses | $44,666,135 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,287,225 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,527,188 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $541,310,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $559,431,920 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,644,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,362,251 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $531,666,479 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $546,069,669 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Ohio University Foundation was established in 1945 to support the mission of Ohio University, the first institution of higher education in the Northwest Territory. Ohio University holds as its central purpose the intellectual and personal development of its students and is well-known for its outstanding faculty of accomplished teachers whose research and creative activity advance knowledge across many disciplines. During fiscal year 2017 The Ohio University Foundation received thousands of gifts totaling approximately of $20 million. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $30,106,013 | ExpenseAmt |
| Grant | $27,105,086 | GrantAmt |
| Revenue | $519,868 | RevenueAmt |
| Desc | The Ohio University Foundation provides funding for many university needs including academic and instructional support, student aid, research, facilities, athletics and other academic initiatives. During fiscal year 2018, The Ohio University Foundation provided $9.3 million in support for instruction and research, $7.6 million in student aid, and $10.3 million in support of other academic initiatives. Ohio's premier scholarship programs include The Appalachian Scholar Program, The Urban Scholars Program, The Cutler Scholars Program, and many more need and merit-based scholarships. Significant gifts were received during fiscal 2018 for the colleges of arts and sciences, business, engineering and osteopathic medicine, as well as for student financial aid, intercollegiate athletics and many other areas. | Desc |
| Total Program Service Expenses | $30,106,013 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 281 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 99 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | 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 | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | 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 | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Candice Casto | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7405931901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Ohio University WUSOC 168 | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 457012979 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (53 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Perry A Sook | ||||||||
| Chair | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| R Emmett Boyle | ||||||||
| Vice Chair (Partial Year) | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Janice L Scites | ||||||||
| Vice Chair | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| I Robert Rudy | ||||||||
| Secretary (Partial Year) and Vice Chair | 4.0 | Yes (X) | $0 | $0 | $0 | |||
| Beverly Jones | ||||||||
| Secretary | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| J Bryan Benchoff | ||||||||
| President & CEO (Partial Year) | 40.0 | Yes (X) | $177,497 | $0 | $30,428 | |||
| Thomas Davis | ||||||||
| Interim President & CEO (Partial Year) | 40.0 | Yes (X) | $115,886 | $0 | $20,882 | |||
| Nico Karagosian | ||||||||
| President & CEO | 40.0 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Shaffer | ||||||||
| Treasurer & CFO | 4.0 | Yes (X) | $0 | $299,406 | $70,782 | 36.0 | ||
| Patricia A Ackerman | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan J Ackerman | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Sandra J Anderson | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Melissa Wervey Arnold | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William Ball | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Cynthia Calhoun | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Casey Christopher | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles Cuini | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Norman E DeWire | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dick Dickerson | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| R Scott Durcanin | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| James Edwards | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Alex J Garcia Jr | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Paul Gydosh | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Donny Harrison | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Ann Wagner Hill | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| William D Hilyard | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Janis Jones | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Kostohryz | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Levy | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Loewy | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dennis Minichello | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan Weiss Mulgrew | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| M Duane Nellis | ||||||||
| Trustee | 8.0 | Yes (X) | $0 | $306,225 | $42,870 | 32.0 | ||
| Charles L Patton Jr | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Eric Peterson | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jacqueline Reau | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Dave Scholl | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey A Stanley | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Frank B Stevens | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Daryl Sybert | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Peggy Viehweger | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Byron Ward | ||||||||
| Trustee (Partial Year) | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Weihe | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Robert Wolfinger | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| David Wolfort | ||||||||
| Trustee | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| Melvin Blackburn Jr | ||||||||
| Assistant VP for Development & Associate Campaign Manager | 40.0 | $264,783 | $0 | $60,672 | Yes (X) | |||
| Joseph Pauwels | ||||||||
| Assistant VP, Advancement Svcs | 40.0 | $158,588 | $0 | $53,973 | Yes (X) | |||
| Candice Casto | ||||||||
| Assistant Vice President, Foundation Finance and Administration | 40.0 | $147,857 | $0 | $51,418 | Yes (X) | |||
| Kelli Kotowski | ||||||||
| Executive Director, Gift Planning | 40.0 | $143,943 | $0 | $31,836 | Yes (X) | |||
| Ellen Fultz | ||||||||
| Executive Director of Development, University Wide Initiatives | 40.0 | $121,947 | $0 | $48,578 | Yes (X) | |||
| Patrick Murphy | ||||||||
| Chief External Relations Officer, Heritage College of Osteopathic Medicine | 40.0 | $119,850 | $0 | $16,950 | Yes (X) | |||
| Jennifer Bowie | ||||||||
| Executive Director, Advancement Comm & Mktg | 40.0 | $118,566 | $0 | $19,668 | Yes (X) | |||
| Robin Stock | ||||||||
| Executive Director of Development, Major Giving | 40.0 | $110,153 | $0 | $46,649 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,479,070 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $605,631 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $494,706 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Hirtle Callaghan & Co | ||||||
| 300 Barr Harbor Dr | Ste 200 | West Conshohocken | PA | 19428 | Investment Management | $484,039 |
| Wilson-Bennett Technology | ||||||
| 140 Professional Dr | Ste 2 | Cabot | AR | 72023 | Fundraising | $482,232 |
| Arden Asset Management LLC | ||||||
| 375 Park Ave | 32nd Floor | New York | NY | 10152 | Investment Managment | $241,051 |
| TIAA Kaspick | ||||||
| 211 North Broadway | Suite 1000 | St Louis | MO | 63102 | Investment Mgt/Gift Admin | $208,319 |
| Beachpoint Capital Management | ||||||
| 1620 26th Street Suite 6000 | Santa Monica | CA | 90404 | Investment Management | $144,717 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $130,799 | FundraisingAmt |
| Related Organizations | $4,713,848 | RelatedOrganizationsAmt |
| All Other Contributions | $19,991,769 | AllOtherContributionsAmt |
| Noncash Contributions | $1,351,415 | NoncashContributionsAmt |
| Total Contributions | $24,836,416 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,080,851 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $33,941 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,046,910 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,954 | TotalRevenueColumnAmt |
| Exclusion | $5,954 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $711,969 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $990,362 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$278,393 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$278,393 | TotalRevenueColumnAmt |
| Exclusion | -$278,393 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,682,957 | SecuritiesAmt |
| Other | $70,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $123,599,245 | SecuritiesAmt |
| Other | $196,500 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,083,712 | SecuritiesAmt |
| Other | -$126,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,957,212 | TotalRevenueColumnAmt |
| Exclusion | $8,957,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $93,564 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $130,799 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $104,870 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,306 | TotalRevenueColumnAmt |
| Exclusion | -$11,306 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $129,642 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $46,921 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,721 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $82,721 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Revenues from sales, services, and events | 453220 | $344,840 | $344,840 |
| Miscellaneous Revenue | 900099 | $175,028 | $175,028 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $519,868 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,193,323 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $519,868 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $116,662 | UnrelatedBusinessRevenueAmt |
| Exclusion | $21,720,377 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,105,086 | TotalAmt |
| Program Services | $27,105,086 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,093,342 | TotalAmt |
| Management And General | $421,152 | ManagementAndGeneralAmt |
| Fundraising | $672,190 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,612,316 | TotalAmt |
| Program Services | $915,240 | ProgramServicesAmt |
| Management And General | $280,309 | ManagementAndGeneralAmt |
| Fundraising | $5,416,767 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694,431 | TotalAmt |
| Program Services | $123,927 | ProgramServicesAmt |
| Management And General | $28,070 | ManagementAndGeneralAmt |
| Fundraising | $542,434 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,036 | TotalAmt |
| Program Services | $72,603 | ProgramServicesAmt |
| Management And General | $9,862 | ManagementAndGeneralAmt |
| Fundraising | $190,571 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,844 | TotalAmt |
| Program Services | $12,366 | ProgramServicesAmt |
| Management And General | $3,320 | ManagementAndGeneralAmt |
| Fundraising | $64,158 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,150 | TotalAmt |
| Management And General | $164,150 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,232 | TotalAmt |
| Fundraising | $482,232 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,322,919 | TotalAmt |
| Management And General | $3,322,919 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,969 | TotalAmt |
| Program Services | $189,501 | ProgramServicesAmt |
| Management And General | $52,379 | ManagementAndGeneralAmt |
| Fundraising | $611,089 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,380 | TotalAmt |
| Program Services | $98,253 | ProgramServicesAmt |
| Fundraising | $92,127 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,144,794 | TotalAmt |
| Program Services | $765,390 | ProgramServicesAmt |
| Management And General | $9,601 | ManagementAndGeneralAmt |
| Fundraising | $369,803 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,514 | TotalAmt |
| Program Services | $21,548 | ProgramServicesAmt |
| Management And General | $70,803 | ManagementAndGeneralAmt |
| Fundraising | $460,163 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,832 | TotalAmt |
| Program Services | $6,048 | ProgramServicesAmt |
| Management And General | $8,501 | ManagementAndGeneralAmt |
| Fundraising | $301,283 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,402 | TotalAmt |
| Program Services | $268,065 | ProgramServicesAmt |
| Management And General | $46,996 | ManagementAndGeneralAmt |
| Fundraising | $512,341 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $684,100 | TotalAmt |
| Program Services | $410,739 | ProgramServicesAmt |
| Management And General | $17,531 | ManagementAndGeneralAmt |
| Fundraising | $255,830 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,308 | TotalAmt |
| Fundraising | $7,308 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,568 | TotalAmt |
| Program Services | $1,560 | ProgramServicesAmt |
| Management And General | $15,654 | ManagementAndGeneralAmt |
| Fundraising | $29,354 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Repairs and Maintenance | Desc |
| Total | $35,725 | TotalAmt |
| Program Services | $25,064 | ProgramServicesAmt |
| Management And General | $4,036 | ManagementAndGeneralAmt |
| Fundraising | $6,625 | FundraisingAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,187 | TotalAmt |
| Program Services | $90,623 | ProgramServicesAmt |
| Management And General | $28,227 | ManagementAndGeneralAmt |
| Fundraising | $62,337 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,666,135 | TotalAmt |
| Program Services | $30,106,013 | ProgramServicesAmt |
| Management And General | $4,483,510 | ManagementAndGeneralAmt |
| Fundraising | $10,076,612 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,358,462 | BOYAmt |
| EOY | $54,494,163 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,931,758 | BOYAmt |
| EOY | $12,764,259 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,141 | BOYAmt |
| EOY | $1,072,068 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $104,505 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,620 | BOYAmt |
| EOY | $196,149 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,309,683 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,369,414 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,210,164 | BOYAmt |
| EOY | $5,940,269 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,896,849 | BOYAmt |
| EOY | $371,319,372 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,084,697 | BOYAmt |
| EOY | $93,240,015 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,430,988 | BOYAmt |
| EOY | $20,301,120 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,310,679 | BOYAmt |
| EOY | $559,431,920 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,652 | BOYAmt |
| EOY | $1,030,435 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,929,548 | BOYAmt |
| EOY | $12,331,816 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,644,200 | BOYAmt |
| EOY | $13,362,251 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,051,911 | BOYAmt |
| EOY | $7,303,236 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,428,546 | BOYAmt |
| EOY | $314,531,363 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,186,022 | BOYAmt |
| EOY | $224,235,070 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,666,479 | BOYAmt |
| EOY | $546,069,669 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $541,310,679 | BOYAmt |
| EOY | $559,431,920 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,527,188 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $12,354,513 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$478,511 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,128,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,197,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,110,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,113,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,642,030 | CurrentTaxYearAmt |
| Total | $115,192,697 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,128,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,197,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,110,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,113,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,642,030 | CurrentTaxYearAmt |
| Total | $115,192,697 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,783,554 | SubstantialContributorsTotAmt |
| Public Support Total170 | $110,409,143 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,994,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,190,025 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,639,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,601,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,798,774 | CurrentTaxYearAmt |
| Total | $63,224,728 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,821 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,564 | CurrentTaxYearAmt |
| Total | $348,373 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $178,765,798 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $31,672,957 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6176 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5631 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER INCOME, COLUMN A - 73576.0, COLUMN B - 12956.0, COLUMN C - 79456.0, COLUMN D - 88821.0, COLUMN E - 93564.0, COLUMN F - 348373.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $49,249 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,308,877 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $448,292,661 | BeginningYearBalanceAmt |
| Contributions | $9,248,745 | ContributionsAmt |
| Investment Earnings Or Losses | $29,419,529 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,556,822 | OtherExpendituresAmt |
| Administrative Expenses | $7,658,561 | AdministrativeExpensesAmt |
| End Year Balance | $463,745,552 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $402,487,222 | BeginningYearBalanceAmt |
| Contributions | $12,345,071 | ContributionsAmt |
| Investment Earnings Or Losses | $50,181,269 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,419,123 | OtherExpendituresAmt |
| Administrative Expenses | $7,301,778 | AdministrativeExpensesAmt |
| End Year Balance | $448,292,661 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $422,259,944 | BeginningYearBalanceAmt |
| Contributions | $14,655,102 | ContributionsAmt |
| Investment Earnings Or Losses | -$13,339,135 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,894,607 | OtherExpendituresAmt |
| Administrative Expenses | $7,194,082 | AdministrativeExpensesAmt |
| End Year Balance | $402,487,222 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $434,142,124 | BeginningYearBalanceAmt |
| Contributions | $12,895,415 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,636,068 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,680,259 | OtherExpendituresAmt |
| Administrative Expenses | $6,461,268 | AdministrativeExpensesAmt |
| End Year Balance | $422,259,944 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $378,614,000 | BeginningYearBalanceAmt |
| Contributions | $10,814,821 | ContributionsAmt |
| Investment Earnings Or Losses | $62,255,001 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,745,258 | OtherExpendituresAmt |
| Administrative Expenses | $5,796,440 | AdministrativeExpensesAmt |
| End Year Balance | $434,142,124 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.3277 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.6723 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,539,532 | OtherCostOrOtherBasisAmt |
| Book Value | $2,539,532 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,129,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,035,750 | DepreciationAmt |
| Book Value | $3,093,646 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $555,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $333,664 | DepreciationAmt |
| Book Value | $222,091 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,000 | OtherCostOrOtherBasisAmt |
| Book Value | $85,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,940,269 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $5,471,932 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity Fund | $30,953,300 | F |
| Private Real Estate Fund | $2,311,834 | F |
| Commodities Fund | $3,751,037 | F |
| Hedge Fund | $50,751,912 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $93,240,015 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Charitable Trust Obligations | $2,801,295 |
| Deposits Held in Custody for Others | $1,915,591 |
| Annuities Payable | $1,705,473 |
| Due to Affiliate - Ohio University | $5,727,404 |
| Other liabilities | $182,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,331,816 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The Foundation's endowment includes both donor-restricted endowment funds and funds designated by the board of trustees as quasi-endowments. The Foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the long-term purchasing power of the endowment assets. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The Internal Revenue Service has determined that the Foundation is an exempt organization under Section 501(c)(3) of the Internal Revenue Code, except for taxes on unrelated income. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and to recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2018 and 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that it is no longer subject to income tax examinations for years prior to June 30, 2015. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $73,148,996 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $73,148,996 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $73,148,996 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilson-Bennett Technology Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Professional Dr Suite 2 | AddressLine1Txt |
| City | Cabot | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $240,991 | GrossReceiptsAmt |
| Retained By Contractor | $482,232 | RetainedByContractorAmt |
| Net To Organization | -$241,241 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $240,991 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $482,232 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$241,241 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EASTERN CAMPUS FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $42,930 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $27,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,430 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $500 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,225 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $700 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $329 | OtherDirectExpensesEvent1Amt |
| Event2 | CLEVELAND OHIO MEMORIAL GOLF FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $27,040 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $16,695 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,345 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $600 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $148 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $5,328 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,765 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $5,725 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 10 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $150,058 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $84,262 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $65,796 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $2,021 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $1,946 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $28,843 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $27,022 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $945 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,632 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $220,028 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $128,457 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $91,571 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,621 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $2,094 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,671 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $50,012 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,645 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $33,686 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $124,729 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,158 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule G, Part I, Line 2b(vi) Amount paid to (or retained by) the organization | The contract with Wilson-Bennett Technology was terminated at the end of FY18. At this time, the Foundation is reviewing the annual giving program and considering ways to improve the rate of return for telemarketing services. |
| Schedule G, Part I, Line 2b Professional Fundraiser | The telemarketing services agreement between Wilson-Bennett Technology and Ohio University provides for a twelve-month-a-year, on-campus telephone fundraising program. The agreement is set up that Wilson-Bennett completes a set amount of program calling hours for the year, along with paying the student caller wages, and the company's management fee. The program also includes program set-up and consulting, data services, writing services, equipment, subscription services, pledge reminder services, thank you calls and emails, and telephone appeals. Revenue streams and cost factors: As indicated in schedule G, the telephone fundraising program generated $240,991 in revenues during fiscal year 2018, at a cost of $482,232. Other considerations: As part of the telephone fundraising program, thousands of calls and solicitations are completed each fiscal year. There is a distinct intangible value in connecting with alumni. In a study conducted by an independent group, the foundation established the following data and trend lines for Ohio University donors who eventually gave $10,000: i) before making their $10,000 gift, they first participated in 9 to 13 annual fund years; ii) they made a gift in 7 out of 10 fiscal years just prior to making their $10,000 gift; iii) 61% of all donors who made a $10,000 gift made a first gift of $50 or less; iv) 38% of all donors who made a $10,000 gift made a first gift of less than $25. |
| Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement. | WILSON-BENNETT TECHNOLOGY INC-THE TELEMARKETING SERVICES AGREEMENT BETWEEN WILSON-BENNETT TECHNOLOGY AND OHIO UNIVERSITY PROVIDES FOR A TWELVE-MONTH-A-YEAR, ON-CAMPUS TELEPHONE FUNDRAISING PROGRAM. THE AGREEMENT IS SET UP THAT WILSON-BENNETT COMPLETES A SET AMOUNT OF PROGRAM CALLING HOURS FOR THE YEAR, ALONG WITH PAYING THE STUDENT CALLER WAGES, AND THE COMPANY'S MANAGEMENT FEE. THE PROGRAM ALSO INCLUDES PROGRAM SET-UP AND CONSULTING, DATA SERVICES, WRITING SERVICES, EQUIPMENT, SUBSCRIPTION SERVICES, PLEDGE REMINDER SERVICES, THANK YOU CALLS AND EMAILS, AND TELEPHONE APPEALS. OHIO UNIVERSITY IS RESPONSIBLE FOR PROVIDING THE FOLLOWING TO WILSON-BENNETT: CALLABLE DATABASE, INTERNET CONNECTIONS, COMPUTERS, PAYMENT FOR VOIP CALLING MINUTES AND PLEDGE REMINDER POSTAGE, SPACE FOR THE CALL CENTER, PRINTED MATERIALS FOR THE CALL CENTER AS NEEDED, OFFICE SUPPLIES, A STAFF MEMBER TO LIAISON WITH THE CALL CENTER MANAGING, ASSISTANCE WITH PROMOTING RECRUITING, PROVIDING ANNUAL GIVING CALENDARS AND ACTIVITY UPDATES THAT MAY IMPACT CALLING, PREVIOUS SEGMENTATION AND SCRIPTS, AND ASSISTING IN SCRIPT PREPARATION.; |
| Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses | WILSON-BENNETT TECHNOLOGY INC-THE CONTRACT WITH WILSON-BENNETT TECHNOLOGY WAS TERMINATED AT THE END OF FY18. AT THIS TIME, THE FOUNDATION IS REVIEWING THE ANNUAL GIVING PROGRAM AND CONSIDERING WAYS TO IMPROVE THE RATE OF RETURN FOR TELEMARKETING SERVICES.; |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ohio University | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Cutler Hall 108 | AddressLine1Txt |
| City | Athens | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 316402113 | RecipientEIN |
| IRC Section | State of Ohio | IRCSectionDesc |
| Cash Grant | $27,105,086 | CashGrantAmt |
| Purpose Of Grant | INSTRUCTION, STUDENTS, ETC. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | The Foundation was established to solicit and receive gifts and contributions for the benefit of Ohio University and to ensure that funds and property received are applied to the uses specified by the donors. As such, amounts reported in Schedule I, Part I, reflect financial support that the Foundation provides to the University for scholarships, academic programs, research, facilities, faculty and other initiatives of the University. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| J Bryan Benchoff | ||||||||||||||
| President & CEO (Partial Year) | $139,594 | $0 | $0 | $0 | $37,903 | $0 | $19,892 | $0 | $10,536 | $0 | $207,925 | $0 | $0 | $0 |
| Deborah Shaffer | ||||||||||||||
| Treasurer & CFO | $0 | $299,356 | $0 | $0 | $0 | $50 | $0 | $42,840 | $0 | $27,942 | $0 | $370,188 | $0 | $0 |
| M Duane Nellis | ||||||||||||||
| Trustee | $0 | $263,086 | $0 | $0 | $0 | $43,139 | $0 | $37,028 | $0 | $5,842 | $0 | $349,095 | $0 | $0 |
| Melvin Blackburn Jr | ||||||||||||||
| Assistant VP for Development & Associate Campaign Manager | $264,368 | $0 | $240 | $0 | $175 | $0 | $37,995 | $0 | $22,677 | $0 | $325,455 | $0 | $0 | $0 |
| Joseph Pauwels | ||||||||||||||
| Assistant VP, Advancement Svcs | $158,468 | $0 | $120 | $0 | $0 | $0 | $23,317 | $0 | $30,656 | $0 | $212,561 | $0 | $0 | $0 |
| Candice Casto | ||||||||||||||
| Assistant Vice President, Foundation Finance and Administration | $147,857 | $0 | $0 | $0 | $0 | $0 | $21,627 | $0 | $29,791 | $0 | $199,275 | $0 | $0 | $0 |
| Kelli Kotowski | ||||||||||||||
| Executive Director, Gift Planning | $143,498 | $0 | $270 | $0 | $175 | $0 | $20,608 | $0 | $11,228 | $0 | $175,779 | $0 | $0 | $0 |
| Ellen Fultz | ||||||||||||||
| Executive Director of Development, University Wide Initiatives | $121,707 | $0 | $240 | $0 | $0 | $0 | $18,140 | $0 | $30,438 | $0 | $170,525 | $0 | $0 | $0 |
| Robin Stock | ||||||||||||||
| Executive Director of Development, Major Giving | $110,153 | $0 | $0 | $0 | $0 | $0 | $16,411 | $0 | $30,238 | $0 | $156,802 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Method for establishing compensation | The University's process for establishing the compensation for President and CEO, Nico Karagosian, upon hire, included contracting with an executive search firm that provided a compensation analysis based on review of similar sized organizations and positions. In addition, CUPA-HR data was reviewed for similar positions at other public universities in Ohio, in the Mid-American Conference, and in an aspirational peer group. Compensation was set at a level commensurate with those comparisons, taking into consideration Ohio University's size and complexity in comparison with the other institutions examined. In addition, the employment contract was reviewed and approved by University General Counsel. Dr. Davis's compensation level was determined utilizing similar salary benchmarks and job responsibilities in accordance with our executive compensation philosophy. |
| Schedule J, Part I, Line 1a Travel for companions | The Foundation provides for required travel for donor development and alumni fundraising activity for certain interested persons and their companions. When the travel for companions is considered personal in nature, the value of the travel is included in compensation to the interested person. |
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The University provided a residence for Dr. M. Duane Nellis, in his capacity as President of the University. This benefit is reported as taxable compensation. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 93 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,266,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $85,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part V, Line 2a Common paying agent for employees | Ohio University (OU) EIN 31-6402113 is the common paying agent for Ohio University Foundation (OUF). Therefore, all applicable IRS tax compliance filings are reported by OU on behalf of OUF. The number of W-2s reported on Form W-3 by OU was 17,497 of which the number of W-2s reported and filed for 2017 by OU for OUF, was approximately 99. |
| Form 990, Part V, Line 1a Common Paying Agent for Independent Contractors | Ohio University (OU) EIN 31-6402113 is the common paying agent for Ohio University Foundation (OUF). Therefore, all applicable IRS tax compliance filings are reported by OU on behalf of OUF. The number of 1099s reported on Form 1098 by OU on behalf of OUF was 281. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 AND SUPPLEMENTAL SCHEDULES WERE REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AUDIT COMMITTEE, THEN PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| Form 990, Part VI, Line 12c Conflict of interest policy | The conflict of interest policy for The Foundation covers all members of the Board of Trustees. The policy requires that all potential conflicts be presented to the Chairperson of The Foundation for purposes of review and possible remedial or management action, including the removal of a trustee, and further requires such conflicts be updated annually. Remedial or management action could include, but not be limited to, full disclosure, refusal and abstention in discussions and votes, and ending of the conflict of interest circumstances. In cases where an actual or potential conflict of interest cannot be resolved by remedial or management action, the Trustee will be removed from his/her position. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The University's process for establishing the compensation for President and CEO, Nico Karagosian, upon hire, included contracting with an executive search firm that provided a compensation analysis based on review of similar sized organizations and positions. In addition, CUPA-HR data was reviewed for similar positions at other public universities in Ohio, in the Mid-American Conference, and in an aspirational peer group. Compensation was set at a level commensurate with those comparisons, taking into consideration Ohio University's size and complexity in comparison with the other institutions examined. In addition, the employment contract was reviewed and approved by University General Counsel. Dr. Davis's compensation level was determined utilizing similar salary benchmarks and job responsibilities in accordance with our executive compensation philosophy. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The University's process for establishing the compensation for Treasurer Deborah Shaffer and Ohio University President M. Duane Nellis, included a review of CUPA-HR data for similar positions at other public universities in Ohio, in the Mid-American Conference, and in an aspirational peer group. Compensation was set at a level commensurate with those comparisons, taking into consideration Ohio University's size and complexity in comparison with the other institutions examined. In addition, the employment contract was reviewed and approved by University General Counsel. A compensation study conducted during fiscal year 2016 confirmed that this compensation is still aligned with national averages of similar sized organizations and positions. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. Governing documents and conflict of interest policies are not routinely made available to the public at this time. However, the Foundation's audited financial statements are available to the public via a website maintained by Ohio University. Also, as the Foundation is affiliated with Ohio University, which is subject to Ohio's public records law, the Foundation's financial statements, governing documents, and conflict of interest policies are made available in response to appropriate public records requests. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 2027; Uncollectible pledges written off - -480538; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| Fritz J and Dolores H Russ Holdings LLC | |||||||||
| Ohio University | WUSOC 168 | Athens | OH | 45701 | Real Estate | OH | $96,950 | $826,994 | The Ohio University Foundation |
| Russ North Valley Road LLC | |||||||||
| Ohio University | WUSOC 168 | Athens | OH | 45701 | Real Estate | OH | $0 | $0 | Fritz J and Dolores H Russ Holdings LLC |
| Russ Research Center LLC | |||||||||
| Ohio University | WUSOC 168 | Athens | OH | 45701 | R&D | OH | $711,969 | $4,161,536 | Fritz J and Dolores H Russ Holdings LLC |
| Russ Center North LLC | |||||||||
| OHIO UNIVERSITY | WUSOC 168 | ATHENS | OH | 45701 | Real Estate | OH | $59,651 | $920,192 | FRITZ J AND DELORES H RUSS HOLDINGS LLC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ohio University | |||||||||||
| Cutler Hall | Room 108 | Athens | OH | 45701 | 316402113 | University | OH | NA | false | ||
| Sugarbush Foundation | |||||||||||
| 206 McGuffey Hall | Athens | OH | 45701 | 204352434 | Supporting Foundation | OH | The Ohio University Foundation | Yes (true) | 501(c)(3) | Type I | |
| Housing for Ohio Inc | |||||||||||
| Ohio University | WUSOC 168 | Athens | OH | 45701 | 311691089 | Student Housing | OH | The Ohio University Foundation | Yes (true) | 501(c)(3) | Type I |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Inn-Ohio of Athens Inc | |||||||||||||
| 331 Richland Avenue | Athens | OH | 45701 | 311190088 | Hotel/Conference | OH | NA | C Corporation | $5,836,008 | $7,422,764 | 1 | Yes (true) | |
| SCHOLARSHIP TRUST FUND | |||||||||||||
| OUF | ATHENS | OH | 45701 | 206887884 | PROVIDE SCHOLARSHIPS | OH | NA | Trust | PO BOX 869 | ||||
| CHARITABLE REMAINDER TRUST (CA-1) | |||||||||||||
| PROVIDE SUPPORT TO UNIVERSITY | CA | NA | Trust | ||||||||||
| CHARITABLE REMAINDER TRUST (FL-1) | |||||||||||||
| PROVIDE SUPPORT TO UNIVERSITY | FL | NA | Trust | ||||||||||
| CHARITABLE REMAINDER TRUST (GA-1) | |||||||||||||
| PROVIDE SUPPORT TO UNIVERSITY | GA | NA | Trust | ||||||||||
| CHARITABLE REMAINDER TRUST (MD-1) | |||||||||||||
| PROVIDE SUPPORT TO UNIVERSITY | MD | NA | Trust | ||||||||||
| CHARITABLE REMAINDER TRUST (OH-8) | |||||||||||||
| PROVIDE SUPPORT TO UNIVERSITY | OH | NA | Trust | ||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sugar Bush Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $406,396 | InvolvedAmt |
| Method Of Amount Determination | Cash | MethodOfAmountDeterminationTxt |
Comments