OHIO UNIVERSITY FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OHIO UNIVERSITY FOUNDATION (EIN 31-6402269)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201121339349303477
- Schema version
- 2009v1.3
- 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) |
|---|---|---|
| Timestamp | 2011-05-13T13:00:24-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9600 Brownsboro Road | AddressLine1 |
| Address Line2 | Suite 400 | AddressLine2 |
| City | Louisville | City |
| State | KY | State |
| ZIP Code | 402411122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316402269 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OHIO UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 7405971721 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 869 | AddressLine1 |
| City | ATHENS | City |
| State | OH | State |
| ZIP Code | 45701 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RODERICK J MCDAVIS | Name |
| Title | CEO | Title |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5023263996 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RODERICK J MCDAVIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CUTLER HALL 108 | AddressLine1 |
| City | ATHENS | City |
| State | OH | State |
| ZIP Code | 45701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 262983570 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.OHIO.EDU/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1945 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 35 | NbrIndependentVotingMembers |
| Total Nbr Employees | 83 | TotalNbrEmployees |
| Total Nbr Volunteers | 525 | TotalNbrVolunteers |
| Total Gross UBI | 33525 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 28476081 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 19380546 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -6322099 | InvestmentIncomePriorYear |
| Investment Income Current Year | 31778748 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 939812 | OtherRevenuePriorYear |
| Other Revenue Current Year | 932390 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23093794 | TotalRevenuePriorYear |
| Total Revenue Current Year | 52091684 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 15500970 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 12263581 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5055564 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5052784 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 647949 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 710688 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6487496 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4158052 | OtherExpensePriorYear |
| Other Expenses Current Year | 5626349 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25362535 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23653402 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2268741 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 28438282 | RevenuesLessExpensesCY |
| Total Assets BOY | 271104938 | TotalAssetsBOY |
| Total Assets EOY | 332818358 | TotalAssetsEOY |
| Total Liabilities BOY | 6653692 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 10931007 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 264451246 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 321887351 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE OHIO UNIVERSITY FOUNDATION WAS ESTABLISHED IN 1945 TO SUPPORT THE MISSION OF OHIO UNIVERSITY, THE FIRST INSTITUION OF HIGHER EDUCATION IN THE NORTHWEST TERRITORY. (CONTINUED IN SCHEDULE O) | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 13149485 | Expense |
| Grants | 12263581 | Grants |
| Revenue | 592240 | Revenue |
| Description | THE OHIO UNIVERSITY FOUNDATION PROVIDES FUNDING FOR MANY UNIVERSITY NEEDS INCLUDING ACADEMIC AND INSTRUCTIONAL SUPPORT, STUDENT AID, RESEARCH, FACILITIES, ATHLETICS AND MUCH MORE. DURING FISCAL YEAR 2010, THE OHIO UNIVERSITY FOUNDATION PROVIDED MORE THAN $6.5 MILLION IN SUPPORT FOR INSTRUCTION AND RESEARCH, MORE THAN $2.7 MILLION IN STUDENT AID, AND MORE THAN $1.0 MILLION IN SUPPORT FOR 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 YEAR 2010 FOR THE COLLEGES OF BUSINESS, COMMUNICATION AND ENGINEERING AS WELL AS FOR AN ARTS EDUCATION CENTER, THE OHIO UNIVERSITY SALES CENTRE, THE KENNEDY MUSEUM OF ART, CENTER FOR ENTREPRENEURSHIP, THE HEADACHE TREATMENT & RESEARCH FUND AND MANY OTHER AREAS. | Description |
| Total Program Service Expense | 13149485 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 101 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 83 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 35 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CANDICE CASTO | NamePerson |
| Telephone Number | 7405931804 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OHIO UNIVERSITY CUTLER HALL | AddressLine1 |
| City | ATHENS | City |
| State | OH | State |
| ZIP Code | 45701 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (44 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| MICHAEL ANGELINI | |||||||
| TREASURER & CFO | 10 | X | X | 0 | 137424 | 31790 | |
| HARRY W WHITE | |||||||
| VICE CHAIR | 4 | X | X | 0 | 0 | 0 | |
| STEVEN L SCHOONOVER | |||||||
| SECRETARY | 4 | X | X | 0 | 0 | 0 | |
| FRANK P KRASOVEC | |||||||
| CHAIR | 4 | X | X | 0 | 0 | 0 | |
| J PATRICK CAMPBELL | |||||||
| VICE CHAIR | 4 | X | X | 0 | 0 | 0 | |
| DR RODERICK MCDAVIS | |||||||
| PRESIDENT, OHIO UNIVERSITY | 10 | X | X | 0 | 390626 | 178677 | |
| WILLIAM DECATUR | |||||||
| PARTIAL YEAR VP FINANCE & ADMIN, OHIO UNIV | 10 | X | X | 0 | 251749 | 47592 | |
| HOWARD R LIPMAN | |||||||
| PRESIDENT & CEO OUF | 40 | X | X | 235526 | 0 | 46007 | |
| BYRON L WARD | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| CHARLES L PATTON JR | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| JOSEPH HAMROCK | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| PATRICIA A ACKERMAN | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| JOHN E WOLFZORN | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| JOSEPH W SUTTON | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| JOHN P SUSANY | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| CHARLES R STUCKEY JR | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| JEFFREY A STANLEY | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| PERRY A SOOK | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| JANICE L SCITES | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| RAYMOND E SCHILDERINK | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| MELANIE R SABELHAUS | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| I ROBERT RUDY | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| DAVID W PIDWELL | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| WILLIAM T NEWMAN JR | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| GARY G NAKAMOTO | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| LAWRENCE E MCHALE | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| WILFRED R KONNEKER | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| ARLENE GREENFIELD | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| N VICTOR GOODMAN | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| LARRY A GATES | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| ALEX J GARCIA JR | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| RAYMON B FOGG SR | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| ROBERT E FALLON | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| CHARLOTTE C EUFINGER | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| MCCLELLAND A DUBOIS | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| LARRY F CONRATH | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| JEFFERY D CHADDOCK | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| GEORGE A CARROLL JR | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| LAURA A BREGE | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| R EMMET BOYLE | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| CHARLES W BECK JR | |||||||
| TRUSTEE | 1 | X | 0 | 0 | 0 | ||
| KELLI BELL | |||||||
| UNIV ADVANCEMENT DEVELOPMENT | 40 | 112292 | 0 | 28711 | X | ||
| JUAN CUETO | |||||||
| VP UNIVERSITY DEVELOPMENT | 40 | 149161 | 0 | 34673 | X | ||
| LARRY S LAFFERTY | |||||||
| UNIV ADVANCEMENT DEVELOPMENT | 65 | 145248 | 0 | 33117 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 642227 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 779799 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 400567 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| RUFFALOCODY LLC | |||||
| 65 KIRKWOOD NORTH RD SW | CEDAR RAPIDS | IA | 54206 | FUNDRAISING | 566529 |
| MARINER INVESTMENT GROUP LLC | |||||
| 500 MAMARONECK AVENUE SUITE 405 | HARRISON | NY | 10528 | INVESTMENT MANAGEMENT | 493017 |
| ARDEN ASSET MANAGEMENT LLC | |||||
| 375 PARK AVENUE 32ND FLOOR | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | 482991 |
| HIRTLE CALLAGHAN CO | |||||
| FIVE TOWER BRIDGE 300 BARR HARBOR D | WEST CONSHOHOCKEN | PA | 19428 | INVESTMENT MANAGEMENT | 475359 |
| PACIFIC INVESTMENT MNGMT CO LLC | |||||
| 840 NEWPORT CENTER DRIVE | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | 190407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 36158 | FundraisingEvents |
| Related Organizations | 4786259 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 14558129 | AllOtherContributions |
| Noncash Contributions | 544386 | NoncashContributions |
| Total Contributions | 19380546 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|
| 0 | 0 | 0 | $0 |
| 0 | 0 | 0 | $0 |
| 0 | 0 | 0 | $0 |
| 0 | 0 | 0 | $0 |
| 0 | 0 | 0 | $0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5831122 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -29419 | UnrelatedBusinessRevenue |
| Exclusion | $5,860,541 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20629 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $20,629 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1573117 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1308232 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 264885 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 264885 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $264,885 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 235492117 | Securities |
| Other | 0 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 209544491 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 25947626 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 25947626 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $25,947,626 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 30855 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 36158 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 39163 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8308 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$8,308 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| REVENUES FROM SALES, SERVICES, AND EVENTS | 453220 | 309544 | 246600 | 62944 | $0 |
| MISCELLANEOUS REVENUE | 345640 | 345640 | 0 | $0 | |
| 0 | 0 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 655184 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 52091684 | TotalRevenueColumn |
| Related Or Exempt Function Income | 592240 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 33525 | UnrelatedBusinessRevenue |
| Exclusion | $32,085,373 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12263581 | Total |
| Program Services | 12263581 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 556296 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 35428 | ManagementAndGeneral |
| Fundraising | 520868 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3602545 | Total |
| Program Services | 70285 | ProgramServices |
| Management And General | 341969 | ManagementAndGeneral |
| Fundraising | 3190291 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 565383 | Total |
| Program Services | 9551 | ProgramServices |
| Management And General | 51288 | ManagementAndGeneral |
| Fundraising | 504544 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267827 | Total |
| Program Services | 4711 | ProgramServices |
| Management And General | 24273 | ManagementAndGeneral |
| Fundraising | 238843 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60733 | Total |
| Program Services | 1026 | ProgramServices |
| Management And General | 5511 | ManagementAndGeneral |
| Fundraising | 54196 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5699 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 5699 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78907 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 78907 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 710688 | Total |
| Fundraising | 710688 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3266577 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 3266577 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387182 | Total |
| Program Services | 101256 | ProgramServices |
| Management And General | 141245 | ManagementAndGeneral |
| Fundraising | 144681 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53167 | Total |
| Program Services | 37795 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 15372 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658809 | Total |
| Program Services | 345434 | ProgramServices |
| Management And General | 17041 | ManagementAndGeneral |
| Fundraising | 296334 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169781 | Total |
| Program Services | 3663 | ProgramServices |
| Management And General | 1383 | ManagementAndGeneral |
| Fundraising | 164735 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10768 | Total |
| Program Services | 10768 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395128 | Total |
| Program Services | 65171 | ProgramServices |
| Management And General | 2100 | ManagementAndGeneral |
| Fundraising | 327857 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 367187 | Total |
| Program Services | 135894 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 231293 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3583 | Total |
| Program Services | 2595 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 988 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS EXPENSES | 229561 | 97755 | 45000 | 86806 |
| 0 | 0 | 0 | 0 | |
| 0 | 0 | 0 | 0 | |
| 0 | 0 | 0 | 0 | |
| 0 | 0 | 0 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23653402 | Total |
| Program Services | 13149485 | ProgramServices |
| Management And General | 4016421 | ManagementAndGeneral |
| Fundraising | 6487496 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9010450 | BOY |
| EOY | 18181508 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20147548 | BOY |
| EOY | 13244196 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 307334 | BOY |
| EOY | 1303990 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 116370 | BOY |
| EOY | 23439 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 11316471 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1064075 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10536105 | BOY |
| EOY | 10252396 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 131825326 | BOY |
| EOY | 166323061 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92384760 | BOY |
| EOY | 102786497 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6777045 | BOY |
| EOY | 20703271 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271104938 | BOY |
| EOY | 332818358 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2859743 | BOY |
| EOY | 3738408 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3793949 | BOY |
| EOY | 7192599 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6653692 | BOY |
| EOY | 10931007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -14753319 | BOY |
| EOY | 4737427 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134182195 | BOY |
| EOY | 167944051 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 145022370 | BOY |
| EOY | 149205873 | EOY |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264451246 | BOY |
| EOY | 321887351 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 271104938 | BOY |
| EOY | 332818358 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
| Total Number Of Supported Orgs | 0 | TotalNumberOfSupportedOrgs |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33371578 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2452446 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94205312 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23444708 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14594287 | CurrentTaxYear |
| Total | 168068331 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33371578 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2452446 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 94205312 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23444708 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14594287 | CurrentTaxYear |
| Total | 168068331 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 23301675 | AmountsSubstContributorsTotal |
| Public Support Total170 | 144766656 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2453443 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3446702 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4191333 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7922700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7454287 | CurrentTaxYear |
| Total | 25468465 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78360 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 144289 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15113 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30856 | CurrentTaxYear |
| Total | 268618 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 193805414 | TotalSupport |
| Gross Receipts From Admissions Etc | 27968693 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.747 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.7998 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | OTHER INCOME, FORM 990, SCHEDULE A, PART II, SECTION B, LINE 10, 2005 - $ 78,360 2006 - $144,289 2007 - $ 15,133 2008 - NONE 2009 - $ 30,856 TOTAL OTHER INCOME - $268,618, | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Number Funds Held | 0 | NumberFundsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 26669 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 950086 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 212066309 | BeginningOfYearBalance |
| Contributions | 3397970 | Contributions |
| Investment Earnings Or Losses | 41753339 | InvestmentEarningsOrLosses |
| Other Expenditures | 4645477 | OtherExpenditures |
| Administrative Expenses | 761317 | AdministrativeExpenses |
| End Of Year Balance | 251810824 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 260313920 | BeginningOfYearBalance |
| Contributions | 8959430 | Contributions |
| Investment Earnings Or Losses | -54294862 | InvestmentEarningsOrLosses |
| Other Expenditures | 1490728 | OtherExpenditures |
| Administrative Expenses | 1421451 | AdministrativeExpenses |
| End Of Year Balance | 212066309 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.3542 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.6458 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 5267541 | OtherCostOrOtherBasis |
| Book Value | 5267541 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 6048930 | OtherCostOrOtherBasis |
| Depreciation | 1064075 | Depreciation |
| Book Value | 4984855 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10252396 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 9196466 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY FUND | 30040504 | F |
| PRIVATE REAL ESTATE FUND | 8375982 | F |
| HEDGE FUND | 46868394 | F |
| COMMODITIES FUND | 8305151 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 102786497 | TotalOfBookValueSecurities |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES | 1856346 |
| CHARITABLE TRUSTS | 16715185 |
| CHARITABLE GIFT ANNUITIES | 2131740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 20703271 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $1,374,877 |
| ANNUITIES PAYABLE | $1,566,510 |
| CHARITABLE TRUST OBLIGATIONS | $4,251,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7192599 | TotalOfAmounts |
| Total Revenue | 52091684 | TotalRevenue |
| Total Expenses | 23653402 | TotalExpenses |
| Excess Or Deficit For Year | 28438282 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 29060376 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | -$62,553 | OtherAmount |
| Total Adjustments | 28997823 | TotalAdjustments |
| Excess Or Deficit Per FS | 57436105 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 79170325 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 29060376 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1347395 | OtherRevenues |
| Revenue Not Rptd F990 | 30407771 | RevenueNotRptdF990 |
| Revenue Subtotal | 48762554 | RevenueSubtotal |
| Investment Expenses Not Included | 3266577 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 62553 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3329130 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 52091684 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 21734220 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 1347395 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1347395 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20386825 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3266577 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3266577 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23653402 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Other changes in net assets | Schedule D, Part XI, Line 8 | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT - -62553; OTHER - 0; TOTAL - -62553 |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | RUSS RESEARCH CENTER RENTAL EXPENSES - 1308232; DIRECT FUNDRAISING EXPENSES - 39163; OTHER - 0; TOTAL - 1347395 |
| Other revenues in form 990 not in audited financial statements | Schedule D, Part XII, Line 4b | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT - 62553; OTHER - 0; TOTAL - 62553 |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XIII, Line 2d | RUSS RESEARCH CENTER RENTAL EXPENSES - 1308232; DIRECT FUNDRAISING EXPENSES - 39163; OTHER - 0; TOTAL - 1347395 |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | INVESTMENTS | SpecificServicesProvided |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALOCODY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 716987 | GrossReceipts |
| Amount Retained By Contractor | 601684 | AmountRetainedByContractor |
| Net To Organization | 115303 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 716987 | TotalGrossReceipts |
| Total Retained By Contractors | 601684 | TotalRetainedByContractors |
| Total Net To Organization | 115303 | TotalNetToOrganization |
| Licensed States | NJ | LicensedStates |
| Licensed States | OH | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 19TH ANNUAL BOBCAT OPEN GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 18928 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 8978 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 9950 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2000 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4560 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 3811 | FoodAndBeverageEvent1 |
| Name Of Event2 | 7TH ANNUAL BERNARD L. EDWARDS MEMORIAL GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 13070 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 9166 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 3904 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 2175 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 750 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 7412 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 35015 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 18014 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 17001 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 516 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 9686 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 5360 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1104 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 1789 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 67013 | GrossReceiptsTotal |
| Charitable Contributions Total | 36158 | CharitableContributionsTotal |
| Gross Revenue Total Events | 30855 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4691 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 14996 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 16583 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1104 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 1789 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 39163 | DirectExpenseSummaryEvents |
| Net Income Summary | -8308 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CUTLER HALL 108 | AddressLine1 |
| City | ATHENS | City |
| State | OH | State |
| ZIP Code | 45701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 316402113 | EINOfRecipient |
| Amount Of Cash Grant | 12263581 | AmountOfCashGrant |
| Purpose Of Grant | INSTRUCTION, STUDENT AID, INSTITUTIONAL SUPPORT, ACADEMIC SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUAN CUETO | |||||||||||||
| 137440 | 0 | 0 | 0 | 11721 | 0 | 19972 | 0 | 14701 | 0 | 183834 | 0 | 0 | 0 |
| MICHAEL ANGELINI | |||||||||||||
| 0 | 137294 | 0 | 0 | 0 | 130 | 0 | 19600 | 0 | 12190 | 0 | 169214 | 0 | 0 |
| LARRY S LAFFERTY | |||||||||||||
| 144044 | 0 | 0 | 0 | 1204 | 0 | 20580 | 0 | 12537 | 0 | 178365 | 0 | 0 | 0 |
| DR RODERICK MCDAVIS | |||||||||||||
| 0 | 355065 | 0 | 0 | 0 | 35561 | 0 | 97913 | 0 | 80764 | 0 | 569303 | 0 | 0 |
| WILLIAM DECATUR | |||||||||||||
| 0 | 242149 | 0 | 0 | 0 | 9600 | 0 | 34402 | 0 | 13190 | 0 | 299341 | 0 | 0 |
| HOWARD R LIPMAN | |||||||||||||
| 225808 | 0 | 0 | 0 | 9718 | 0 | 32200 | 0 | 13807 | 0 | 281533 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Travel for companions | Identifier |
| Return Reference | Schedule J, Part I, Line 1a | ReturnReference |
| Explanation | .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 | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 24 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 459386 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET VALUE | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 85000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11A | THE FORM 990 AND SUPPLEMENTAL SCHEDULES WERE PRESENTED TO THE AUDIT COMMITTEE AND BOARD MEMBERS IN ATTENDANCE ON MONDAY, MAY 2, 2011. A COPY OF THE FORM 990 AND SUPPLEMENTAL SCHEDULES WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | 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. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, Line 15a | THE FOUNDATION'S PROCESS FOR ESTABLISHING THE COMPENSATION FOR THE TOP OFFICIAL, HOWARD LIPMAN, INCLUDED CONTRACTING WITH AN EXECUTIVE SEARCH FIRM THAT PROVIDED A COMPENSATION ANALYSIS BASED ON REVIEW OF SIMILAR SIZED ORGANIZATIONS AND POSITION. LIPMAN'S EMPLOYMENT CONTRACT WAS REVIEWED AND APPROVED BY A COMMITTEE OF UNIVERSITY STAFF AND AN INDEPENDENT TRUSTEE OF THE FOUNDATION. |
| Public Disclosure | Form 990, Part VI, Section C, Line 19 | 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 FOIUNDATION 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. |
| Fundraiser Custody or Control | Schedule G, Part I, Line 2b | PROFESSIONAL FUNDRAISING AGREEMENT SCHEDULE G, PART I, 2B THE TELEMARKETING SERVICES AGREEMENT BETWEEN RUFFALOCODY, LLC AND OHIO UNIVERSITY PROVIDES FOR A TWELVE-MONTH-A-YEAR, ON-CAMPUS TELEPHONE FUNDRAISING PROGRAM. THE PROGRAM IS DESIGNED TO COMPLETE A CERTAIN AMOUNT OF CALLS AT AN AGREED UPON RATE PER COMPLETED CALL. THE AGREEMENT PROVIDES THAT RUFFALOCODY IS RESPONSIBLE FOR OFFICE SUPPLIES, RECRUITING EXPENSES, STAFF RELOCATION, AND TRAVEL EXPENSES. VENDOR: RUFFALOCODY FUNDRAISING COSTS AND RETURNS FROM VENDOR SERVICE IN SCHEDULE G ARE ACCURATE FOR ACTIVITY RECORDED IN FISCAL YEAR 2010, BUT THE FOLLOWING NOTES OFFER GREATER DETAIL. REVENUE STREAMS AND COST FACTORS: THE PHONATHON SECURED 16,814 PLEDGES TOTALING $902,140 DURING FISCAL YEAR 2010 (THE FORM 990 REPORTING PERIOD). THE FOUNDATION SECURED $716,987 IN FULFILLED PLEDGES WITHIN THE 12-MONTH PERIOD. THIS REPRESENTS PAYMENTS ON PHONATHON PLEDGES MADE DURING FISCAL YEAR 2010, AS WELL AS PAYMENTS ON SOME PHONATHON PLEDGES MADE DURING THE PREVIOUS FISCAL YEAR. MORE THAN $40,000 IN MATCHING GIFTS FROM CORPORATE DONOR COMPANIES' MATCHING PROGRAMS WERE RECEIVED THROUGH THE PHONATHON PROGRAM DURING FISCAL YEAR 2010. CONSIDERING THE FULFILLED PLEDGES AND MATCHING GIFTS RECEIVED, THE TRUE RETURN ON INVESTMENT FOR THE PHONATHON FOR FISCAL YEAR 2010 FOLLOWS: GROSS RECEIPTS OF $756,987, LESS AMOUNT PAID TO RUFFALOCODY OF $601,684, PROVIDES A RETURN ON INVESTMENT OF $155,303. OTHER CONSIDERATIONS: PHONATON CALLERS COMPLETED 112,005 CALLS DURING FISCAL YEAR 2010 AND MADE 66,193 SOLICITATIONS. THERE IS A DISTINCT INTANGIBLE VALUE IN CONNECTING WITH MORE THAN 100,000 ALUMNI EACH YEAR. 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 $24 OR LESS. |
| COMPENSATION ARRANGEMENT | FORM 990, PART I, LINE 5 AND PART V, LINE 2 | THE OHIO UNIVERSITY FOUNDATION EMPLOYEES ARE PAID BY OHIO UNIVERSITY EIN 31-6402113, A RELATED ORGANIZATION. THE FOUNDATION REIMBURSES THE COLLEGE FOR SALARY AND BENEFITS. THE UNIVERSITY FILES ALL REQUIRED FEDERAL EMPLOYMENT TAX RETURNS ON BEHALF OF THE FOUNDATION. |
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 | (CONTINUED FROM PART III) 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 2010 THE OHIO UNIVERSITY FOUNDATION RECEIVED MORE THAN 30,000 GIFTS TOTALING IN EXCESS OF $19 MILLION. |
| AVERAGE HOURS PER WEEK | FORM 990, PART VII | DR. RODERICK MCDAVIS, PRESIDENT OF OHIO UNIVERSITY, SPENDS APPROXIMATELY 15% OF HIS TIME ON FOUNDATION INITIATIVES. WILLIAM DECATUR, VICE PRESIDENT FOR FINANCE AND ADMINISTRATION SPENDS APPROXIMATELY 15% OF HIS TIME SERVING AS THE FOUNDATION'S TREASURER AND CFO. HOWARD LIPMAN, PRESIDENT AND CEO OF OHIO UNIVERSITY FOUNDATION, AS WELL AS THE INDIVIDUALS LISTED AS THE FOUNDATION'S HIGHEST COMPENSATED EMPLOYEES, SPEND ALL OF THEIR TIME ON FOUNDATION INITIATIVES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|
| FRITZ J AND DOLORES H RUSS HOLDINGS LLC | ||||||||
| 166 HDL CENTER | ATHENS | OH | 45701 | REAL ESTATE | OH | 182961 | 3191961 | NA |
| RUSS RESEARCH CENTER LLC | ||||||||
| 166 HDL CENTER | ATHENS | OH | 45701 | R&D | OH | 1573117 | 7055171 | FRITZ J AND DOLORES H RUSS HOLDINGS LLC |
| RUSS NORTH VALLEY ROAD LLC | ||||||||
| 166 HDL CENTER | ATHENS | OH | 45701 | REAL ESTATE | OH | 0 | 622000 | FRITZ J AND DOLORES H RUSS HOLDINGS LLC |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| OHIO UNIVERSITY | |||||||||
| CUTLER ROOM 108 | ATHENS | OH | 45701 | 316402113 | UNIVERSITY | OH | 501(C)(1) | N/A | NA |
| HOUSING FOR OHIO INC | |||||||||
| 166 HDL CENTER | ATHENS | OH | 45701 | 311691089 | STUDENT HOUSING | OH | 501(C)(3) | 11 - Type I | NA |
| SUGARBUSH FOUNDATION | |||||||||
| 206 MCGUFFY HALL | ATHENS | OH | 45701 | 204352434 | SUPPORTING FOUNDATION | OH | 501(C)(3) | 11 - Type I | NA |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INN-OHIO OF ATHENS INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 331 RICHLAND AVENUE | AddressLine1 |
| City | ATHENS | City |
| State | OH | State |
| ZIP Code | 45701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311190088 | EIN |
| Primary Activity | HOTEL/CONFERENCE | PrimaryActivity |
| Legal Domicile State | OH | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C CORPORATION | TypeOfEntity |
| Share Of Total Income | 2825482 | ShareOfTotalIncome |
| Share Of EOY Assets | 6875134 | ShareOfEOYAssets |
| Percentage Ownership | 1 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Comments