OHIO STATE INNOVATION FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- OHIO STATE INNOVATION FOUNDATION (EIN 46-0843878)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2016-02-12
- IRS object ID
- 201620439349302637
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-12T14:47:24-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 314419361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GERLACH & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W BROAD ST STE 530 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460843878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE INNOVATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6142921315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 N HIGH STREET | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43201 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STAN MICEK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 6142921315 | PhoneNum |
| Signature | 2016-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TJ CONGER CPA | PreparerPersonNm |
| PTIN | P00068140 | PTIN |
| Phone | 6142242164 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | STAN MICEK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 N HIGH STREET | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43201 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,571,393 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | OHIO STATE INNOVATION FOUNDATION ("OSIF") IS A NOT-FOR-PROFIT OHIO CORPORATION FORMED TO MANAGE INTELLECTUAL PROPERTY DEVELOPED AT OR CREATED BY THE OHIO STATE UNIVERSITY ("OSU") AND TO FACILITATE THE COMMERCIALIZATION OF SUCH INTELLECTUAL PROPERTY ("IP"). OSU IS THE SOLE MEMBER OF OSIF, AND A MAJORITY OF THE DIRECTORS ON THE OSIF BOARD OF DIRECTORS ARE REPRESENTATIVES OF OSU. OSIF HAS NO EMPLOYEES. THE OPERATIONS OF THE OSIF ARE CONDUCTED BY THE OSU'S TECHNOLOGY COMMERCIALIZATION & KNOWLEDGE TRANSFER OFFICE, PURSUANT TO CONTRACT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $2,000,000 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $1,571,393 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| CY Total Revenue | $3,571,393 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $5,972,384 | CYOtherExpensesAmt |
| CY Total Expenses | $5,972,384 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | -$2,400,991 | CYRevenuesLessExpensesAmt |
| Total Assets EOY | $745,914 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $3,146,905 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances EOY | -$2,400,991 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OHIO STATE INNOVATION FOUNDATION ("OSIF") IS A NOT-FOR-PROFIT OHIO CORPORATION FORMED TO MANAGE INTELLECTUAL PROPERTY DEVELOPED AT OR CREATED BY THE OHIO STATE UNIVERSITY ("OSU") AND TO FACILITATE THE COMMERCIALIZATION OF SUCH INTELLECTUAL PROPERTY ("IP"). OSU IS THE SOLE MEMBER OF OSIF, AND A MAJORITY OF THE DIRECTORS ON THE OSIF BOARD OF DIRECTORS ARE REPRESENTATIVE OF OSU. OSIF HAS NO EMPLOYEES. THE OPERATIONS OF OSIF ARE CONDUCTED BY OSU'S TECHNOLOGY COMMERCIALIZATION & KNOWLEDGE TRANSFER OFFICE, PURSUANT TO CONTRACT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,493,114 | ExpenseAmt |
| Revenue | $1,571,393 | RevenueAmt |
| Desc | MANAGED LICENSES OF TECHNOLOGY DEVELOPED AT THE OHIO STATE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,479,270 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MANAGED INTELLECTUAL PROPERTY PORTFOLIO OF THE OHIO STATE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,972,384 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL TURNBULL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142921315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1524 N HIGH STREET | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| TIMOTHY R WRIGHT | |||||||
| PRESIDENT FROM SEPT 2013 | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $328,085 | $66,543 |
| BRIAN CUMMINGS | |||||||
| PRESIDENT THRU SEPT 2013 | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $547,454 | $66,150 |
| GEOFFREY S CHATAS | |||||||
| CHAIRMAN | 0.30 | 40.00 | Yes (X) | $0 | $867,764 | $288,387 | |
| RUANN ERNST | |||||||
| CO-CHAIRMAN | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER M CULLEY | |||||||
| DIRECTOR | 0.10 | 40.00 | Yes (X) | $0 | $1,980,064 | $199,879 | |
| CAROLINE C WHITACRE | |||||||
| DIRECTOR | 0.10 | 40.00 | Yes (X) | $0 | $535,575 | $73,855 | |
| DEAN CHRISTINE A POON | |||||||
| DIRECTOR | 0.10 | 40.00 | Yes (X) | $0 | $526,765 | $61,565 | |
| DEAN LONNIE J KING | |||||||
| DIRECTOR | 0.10 | 40.00 | Yes (X) | $0 | $308,999 | $76,862 | |
| SUSAN R MALLERY | |||||||
| DIRECTOR FROM AUGUST 2013 | 0.10 | 40.00 | Yes (X) | $0 | $0 | $0 | |
| TOM D WALKER | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALEX FISCHER | |||||||
| DIRECTOR | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HERBERT S BRESLER | |||||||
| DIRECTOR FROM AUGUST 2013 | 0.10 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN BENDER | |||||||
| VICE PRESIDENT | 4.00 | 40.00 | Yes (X) | $0 | $88,178 | $55,429 | |
| CHERYL TURNBULL | |||||||
| VICE PRESIDENT | 4.00 | 40.00 | Yes (X) | $0 | $147,539 | $23,764 | |
| MICHAEL A MITCHELL | |||||||
| SECRETARY | 0.30 | 40.00 | Yes (X) | $0 | $250,954 | $43,657 | |
| MICHAEL PAPADAKIS | |||||||
| TREASURER | 0.10 | 40.00 | Yes (X) | $0 | $463,106 | $65,444 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,044,483 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,021,535 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $2,000,000 | RelatedOrganizationsAmt |
| Total Contributions | $2,000,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATENET ROYALTY REVENU | 900099 | $941,500 | $941,500 |
| REIMBURSEMENTS FROM LI | 900099 | $629,893 | $629,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,571,393 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,571,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,571,393 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,414,213 | TotalAmt |
| Program Services | $2,414,213 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,850 | TotalAmt |
| Program Services | $77,850 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052 | TotalAmt |
| Program Services | $1,052 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,692 | TotalAmt |
| Program Services | $732,692 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PATENT EXPENSES | Desc |
| Total | $2,746,577 | TotalAmt |
| Program Services | $2,746,577 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,972,384 | TotalAmt |
| Program Services | $5,972,384 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $273,541 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $472,373 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $745,914 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,146,905 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,146,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$2,400,991 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | -$2,400,991 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $745,914 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,400,991 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OHIO STATE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316025986 | EIN |
| Organization Type | 2 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $0 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TIMOTHY R WRIGHT | ||||||||||||||
| PRESIDENT FROM SEPT 2013 | $0 | $293,005 | $0 | $32,188 | $0 | $2,892 | $0 | $29,000 | $0 | $37,543 | $0 | $394,628 | $0 | $0 |
| BRIAN CUMMINGS | ||||||||||||||
| PRESIDENT THRU SEPT 2013 | $0 | $459,970 | $0 | $0 | $0 | $87,484 | $0 | $38,083 | $0 | $28,067 | $0 | $613,604 | $0 | $0 |
| GEOFFREY S CHATAS | ||||||||||||||
| CHAIRMAN | $0 | $766,985 | $0 | $97,647 | $0 | $3,132 | $0 | $264,506 | $0 | $23,881 | $0 | $1,156,151 | $0 | $0 |
| CHRISTOPHER M CULLEY | ||||||||||||||
| DIRECTOR | $0 | $1,283,662 | $0 | $691,119 | $0 | $5,283 | $0 | $184,812 | $0 | $15,067 | $0 | $2,179,943 | $0 | $0 |
| CAROLINE C WHITACRE | ||||||||||||||
| DIRECTOR | $0 | $448,172 | $0 | $62,593 | $0 | $24,810 | $0 | $62,505 | $0 | $11,350 | $0 | $609,430 | $0 | $0 |
| DEAN CHRISTINE A POON | ||||||||||||||
| DIRECTOR | $0 | $525,530 | $0 | $0 | $0 | $1,235 | $0 | $48,394 | $0 | $13,171 | $0 | $588,330 | $0 | $0 |
| DEAN LONNIE J KING | ||||||||||||||
| DIRECTOR | $0 | $302,888 | $0 | $0 | $0 | $6,111 | $0 | $48,788 | $0 | $28,074 | $0 | $385,861 | $0 | $0 |
| CHERYL TURNBULL | ||||||||||||||
| VICE PRESIDENT | $0 | $146,941 | $0 | $0 | $0 | $598 | $0 | $20,937 | $0 | $2,827 | $0 | $171,303 | $0 | $0 |
| MICHAEL A MITCHELL | ||||||||||||||
| SECRETARY | $0 | $249,474 | $0 | $0 | $0 | $1,480 | $0 | $31,067 | $0 | $12,590 | $0 | $294,611 | $0 | $0 |
| MICHAEL PAPADAKIS | ||||||||||||||
| TREASURER | $0 | $382,375 | $0 | $79,075 | $0 | $1,656 | $0 | $44,511 | $0 | $20,933 | $0 | $528,550 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | ON SEPTEMBER 6, 2013 BRIAN CUMMINGS RECEIVED A LUMP SUM PAYMENT OF $86,622 WHICH INCLUDED THREE ITEMS: A PAYMENT OF $25,362 FOR THE REMAINDER OF SEPTEMBER, A LUMP SUM PAYMENT OF $17,880, AND PAYMENT FOR UNUSED VACTION OF $43,380. FROM OCTOBER 2013 - AUGUST 2014 BRIAN RECEIVED $31,340 PER MONTH AND IN SEPTEMBER 2014 RECEIVED $7,120. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DUE TO THE RELATIONSHIP WITH RELATED ENTITIES, SEVERAL MEMBERS SERVE ON THE BOARD OF RELATED ENTITIES. |
| FORM 990, PART VI, SECTION A, LINE 3 | OSU TECHNOLOGY COMMERCIALIZATION CONTRACTS WITH OHIO STATE INNOVATION FOUNDATION TO MANAGE THE ORGANIZATION'S OPERATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE OHIO STATE UNIVERSITY IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | PER SECTION 2.01 MEMBERSHIP, OF THE CODE OF REGULATIONS, THE PRESIDENT OF THE OHIO STATE UNIVERSITY HAS THE POWER TO DESIGNATE A MEMBER OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 8B | NO COMMITTEES EXIST THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM, REVIEWED BY OFFICERS AND SHARED ELECTRONICALLY WITH DIRECTORS FOR COMMENT PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY BOARD MEMBERS ARE REMINDED OF POLICIES AND ASKED TO REVIEW AND DISCLOSE CONFLICTS OR OTHER MATTERS RELEVANT TO SERVING THE UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE FORM 990 IS AVAILABLE VIA ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON WRITTEN REQUEST, DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS WILL BE MADE AVAILABLE FOR REVIEW. |
| 2013 AMENDED FORM 990 - REASON FOR AMENDMENT - PART VII, SECTION A | IT WAS DISCOVERED IN PREPARING THE 2014 FORM 990 THAT THERE WAS AN INADVERTENT ERROR PRESENT ON THE FILED 2013 FORM 990. SPECIFICALLY, ONLY BASE COMPENSATION AMOUNTS WERE RECORDED IN COLUMN (E) FOR THOSE MEMBERS ON THE LIST OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES EMPLOYED BY THE RELATED ORGANIZATION. THIS AMENDED RETURN ADDS TO THE BASE COMPENSATION AMOUNTS FOR BONUS & INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, RETIREMENT AND OTHER DEFERRED COMPENSATION, AND NONTAXABLE BENEFITS REPORTED IN COLUMNS (E) AND (F). |
| 2013 AMENDED FORM 990 - REASON FOR AMENDMENT - SCHEDULE J, PART II | IT WAS DISCOVERED IN PREPARING THE 2014 FORM 990 THAT THERE WAS AN INADVERTENT ERROR PRESENT ON THE FILED 2013 FORM 990. SPECIFICALLY, FOR MOST OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES THERE WAS ONLY BASE COMPENSATION REPORTED. THIS AMENDED RETURN ADDS TO THE BASE COMPENSATION AMOUNTS FOR BONUS & INCENTIVE COMPENSATION, OTHER REPORTABLE COMPENSATION, RETIREMENT AND OTHER DEFERRED COMPENSATION, AND NONTAXABLE BENEFITS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OHIO STATE UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 BLANKENSHIP HALL 901 WOODY HAY | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316025986 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE OHIO STATE UNIVERSITY | ||
| C | $2,000,000 | CASH |
| THE OHIO STATE UNIVERSITY | ||
| M | $2,414,213 | ACCRUED MANAGEMENT FEES |
| THE OHIO STATE UNIVERSITY | ||
| R | $732,693 | PATENT DISTRIBUTIONS PAYABLE |
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