2025-04-17T12:12:28-05:00 2024-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2023-07-01 314441082 THE OHIO FOUNDATION OF INDEPENDENT COLLEGES OHIO 6144691950 60 COLLEGEVIEW RD SUITE 107 WESTERVILLE OH 43081 WILLIAM SPIKER PRESIDENT 6144691950 2025-04-02 1 0 NATOSHA CARR P01225377 6148852208 2025-04-02 2023 2025-03-06 01:10:19Z WILLIAM SPIKER 60 COLLEGEVIEW RD SUITE 107 WESTERVILLE OH 43081 6070650 0 X HTTPS://WWW.OFIC.ORG X 1950 OH TO SOLICIT CONTRIBUTIONS FROM THE CORPORATE COMMUNITY AND PRIVATE FOUNDATIONS ON BEHALF OF 33 MEMBER-COLLEGE/UNIVERSITIES THAT SERVE NEARLY 80,000 STUDENTS. MEMBERS ARE NONPROFIT, PRIVATELY CONTROLLED, 4-YEAR COLLEGES/UNIVERSITIES CHARTERED BY THE STATE OF OHIO, ARE FULLY ACCREDITED BY HIGHER LEARNING COMMISSION, AND HAVE A CURRICULAR PROGRAM IN TRADITIONAL LIBERAL ARTS. CONTRIBUTIONS TO OFIC ARE DISTRIBUTED TO COLLEGES/UNIVERSITIES ANNUALLY AND PROVIDE TUITION ASSISTANCE AND OPERATIONAL SUPPORT. OFIC PROVIDES ITS DONORS WITH AN EFFICIENT MEANS TO SUPPORT INDEPENDENT HIGHER EDUCATION. OFIC ALSO PROVIDES PROGRAMS TO PROMOTE CORPORATE/INDEPENDENT HIGHER EDUCATION PARTNERSHIPS AND PROVIDES LEADERSHIP IN DEVELOPING EFFORTS THAT RESULT IN REDUCED COSTS AND IMPROVED BUSINESS PRACTICES FOR ITS MEMBERS. 75 75 9 75 0 0 2874925 2315772 1160337 1221739 470959 825664 0 10000 4506221 4373175 2734729 2447142 0 0 861893 1030236 0 0 557688 656235 634108 4252857 4111486 253364 261689 7625784 7576567 363718 179608 7262066 7396959 X TO SOLICIT CONTRIBUTIONS FROM THE CORPORATE COMMUNITY AND PRIVATE FOUNDATIONS ON BEHALF OF 33 MEMBER-COLLEGE/UNIVERSITIES THAT SERVE NEARLY 80,000 STUDENTS. MEMBERS ARE NONPROFIT, PRIVATELY CONTROLLED, 4-YEAR COLLEGES/UNIVERSITIES CHARTERED BY THE STATE OF OHIO, ARE FULLY ACCREDITED BY HIGHER LEARNING COMMISSION, AND HAVE A CURRICULAR PROGRAM IN TRADITIONAL LIBERAL ARTS. CONTRIBUTIONS TO OFIC ARE DISTRIBUTED TO COLLEGES/UNIVERSITIES ANNUALLY AND PROVIDE TUITION ASSISTANCE AND OPERATIONAL SUPPORT. OFIC PROVIDES ITS DONORS WITH AN EFFICIENT MEANS TO SUPPORT INDEPENDENT HIGHER EDUCATION. OFIC ALSO PROVIDES PROGRAMS TO PROMOTE CORPORATE/INDEPENDENT HIGHER EDUCATION PARTNERSHIPS AND PROVIDES LEADERSHIP IN DEVELOPING EFFORTS THAT RESULT IN REDUCED COSTS AND IMPROVED BUSINESS PRACTICES FOR ITS MEMBERS. 0 0 2617786 2236332 926304 ADMINISTER AND CARRY OUT SUCCESSFUL SCHOLARSHIP PROGRAMS - THE OHIO SCHOLARS PROGRAM AND SCHOLARSHIP MANAGEMENT RESOURCES - THAT PROVIDE CASH DISTRIBUTIONS TO COLLEGES AND UNIVERSITIES FOR STUDENT SCHOLARSHIPS AND AWARDS. THESE FUNDS NOT ONLY PROVIDE FINANCIAL ASSISTANCE FOR STUDENTS, BUT ALSO OFFER OHIO'S BUSINESS AND INDUSTRY WITH AN OPPORTUNITY TO CULTIVATE FUTURE LEADERS AND EMPLOYEES. THESE DISTRIBUTIONS INCLUDE FINANCIAL AID AND SPECIAL PROGRAM GRANTS FOR COLLEGE CAMPUS ACTIVITIES. AS AN EXTENSION OF THIS PROGRAM, OFIC CONDUCTS ANNUAL JOB FAIRS - THE CAREERFEST AND THE ACCOUNTING CAREERFEST - PROGRAMS THAT ALLOW STUDENTS TO MEET AND INTERVIEW WITH OFIC DONOR COMPANIES AND OTHER INTERESTED PARTICIPANTS. 269842 210810 ESTABLISH A STRONG VOLUNTEER NETWORK OF BUSINESS/INDUSTRY AND COLLEGE/UNIVERSITY PROFESSIONALS TO CONDUCT AN ANNUAL SOLICITATION PROGRAM THAT PROVIDES UNRESTRICTED DISTRIBUTIONS TO OHIO INDEPENDENT COLLEGES AND UNIVERSITIES. UNRESTRICTED CONTRIBUTIONS TO OFIC ARE DISTRIBUTED IN ENTIRETY TO THE 33 OFIC-MEMBER COLLEGES AND UNIVERSITIES IN ACCORDANCE WITH A DISTRIBUTION FORMULA THAT REQUIRES 60% OF THE TOTAL TO BE DIVIDED EQUALLY AND 40% OF THE TOTAL TO BE BASED UPON EACH MEMBER'S FULL-TIME AND FULL-TIME EQUIVALENT UNDERGRADUATE ENROLLMENTS. THIS IS AN IMPORTANT SOURCE OF FINANCIAL SUPPORT FOR OUR MEMBERS, ALLOWING THEM TO APPLY IT TO AREAS OF GREATEST NEED AND ENABLING THEM TO RELY ON SOURCES OTHER THAN JUST TUITION TO SUPPORT COSTS ASSOCIATED WITH PROVIDING AN ACCESSIBLE, QUALITY EDUCATION. 162824 305435 COORDINATE AND FACILITATE COLLABORATIVE PROGRAMS DESIGNED TO HELP OHIO'S INDEPENDENT COLLEGES AND UNIVERSITIES CONSERVE COSTS AND IMPROVE OPERATING EFFICIENCIES, AS WELL AS COORDINATE AND IMPLEMENT PROGRAMS DESIGNED TO BRING EDUCATION AND BUSINESS TOGETHER FOR SPECIFIC PURPOSES SUCH AS MINORITY RECRUITMENT/RETENTION, STUDENT ADVANCEMENT/ACCESS TO HIGHER EDUCATION. 3050452 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 75 75 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X BRETT FIELDS 6144691950 60 COLLEGEVIEW RD SUITE 107 WESTERVILLE OH 43081 EVAN ANDREWS TRUSTEE 1.00 X 0 0 0 MELISSA BAUMANN TRUSTEE 1.00 X 0 0 0 THOMAS BECHTEL TRUSTEE 1.00 X 0 0 0 CATHERINE BELDEN TRUSTEE 1.00 X 0 0 0 DAVID BELEW TRUSTEE 1.00 X 0 0 0 WILLIAM BISSET TRUSTEE 1.00 X 0 0 0 ROB BOHNER TRUSTEE 1.00 X 0 0 0 GABRIEL BRUNO TRUSTEE 1.00 X 0 0 0 JAMES CARULAS TRUSTEE 1.00 X 0 0 0 CARSON CASTLEMAN TRUSTEE 1.00 X 0 0 0 COREY COCKERILL TRUSTEE 1.00 X 0 0 0 TIMOTHY COLLINS TRUSTEE 1.00 X 0 0 0 JOHN COMERFORD TRUSTEE 1.00 X 0 0 0 MATTHEW DANIS TRUSTEE 1.00 X 0 0 0 DAVID DECKER TRUSTEE 1.00 X 0 0 0 MARGARET DRUGOVICH TRUSTEE 1.00 X 0 0 0 MICHAEL FRANDSEN TRUSTEE 1.00 X 0 0 0 JAMES GASIOR TRUSTEE 1.00 X 0 0 0 MICHAEL GILLIGAN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER GOFF TRUSTEE 1.00 X 0 0 0 T STEPHEN GREGORY TRUSTEE 1.00 X 0 0 0 FREDERICK HADLEY TRUSTEE 1.00 X 0 0 0 STEPHEN HIRZEL TRUSTEE 1.00 X 0 0 0 YVETTE HUNSICKER TRUSTEE 1.00 X 0 0 0 ROBERT HUNTINGTON TRUSTEE 1.00 X 0 0 0 KEVIN KALE TRUSTEE 1.00 X 0 0 0 DAVID KAUFMAN TRUSTEE 1.00 X 0 0 0 DAVID KING TRUSTEE 1.00 X 0 0 0 GREGORY KING TRUSTEE 1.00 X 0 0 0 MICHAEL KORALEWSKI TRUSTEE 1.00 X 0 0 0 JULIE KORNFIELD TRUSTEE 1.00 X 0 0 0 PAM LEBOLD TRUSTEE 1.00 X 0 0 0 ROBERT MALONE TRUSTEE 1.00 X 0 0 0 JIM MALZ TRUSTEE 1.00 X 0 0 0 RICHANNE MANKEY TRUSTEE 1.00 X 0 0 0 ANNE MCCALL TRUSTEE 1.00 X 0 0 0 RONALD MCMASTER TRUSTEE 1.00 X 0 0 0 ROBERT MERZWEILER TRUSTEE 1.00 X 0 0 0 ALAN MICIAK TRUSTEE 1.00 X 0 0 0 SUZANNE MIKLOS TRUSTEE 1.00 X 0 0 0 GREGORY MILLER TRUSTEE 1.00 X 0 0 0 BEAR MONITA TRUSTEE 1.00 X 0 0 0 MICHAEL MUSE TRUSTEE 1.00 X 0 0 0 TIMOTHY NOVOTNY TRUSTEE 1.00 X 0 0 0 JON PARRISH PEEDE TRUSTEE 1.00 X 0 0 0 FATHER DAVID PIVONKA TRUSTEE 1.00 X 0 0 0 HARIS PRATSINAKIS TRUSTEE 1.00 X 0 0 0 SHONNA RIEDLINGER TRUSTEE 1.00 X 0 0 0 KATHERINE ROWE FELL TRUSTEE 1.00 X 0 0 0 TRACY SABO TRUSTEE 1.00 X 0 0 0 THOMAS SCHUCK TRUSTEE 1.00 X 0 0 0 JENNIFER SCHULLER TRUSTEE 1.00 X 0 0 0 LILLIAN SCHUMACHER TRUSTEE 1.00 X 0 0 0 TROY SINGER TRUSTEE 1.00 X 0 0 0 RALPH SMITHERS TRUSTEE 1.00 X 0 0 0 RANDOLPH SNOW TRUSTEE 1.00 X 0 0 0 LISA STAVSKY TRUSTEE 1.00 X 0 0 0 THOMAS SUTTON TRUSTEE 1.00 X 0 0 0 EDDIE TAYLOR TRUSTEE 1.00 X 0 0 0 WARD TIMKEN TRUSTEE 1.00 X 0 0 0 CARMEN TWILLIE AMBAR TRUSTEE 1.00 X 0 0 0 CHARLES TYBURSKI TRUSTEE 1.00 X 0 0 0 MATTHEW VANDENBERG TRUSTEE 1.00 X 0 0 0 CHRISTINE WALKER TRUSTEE 1.00 X 0 0 0 WAYNE WEBSTER TRUSTEE 1.00 X 0 0 0 ADAM WEINBERG TRUSTEE 1.00 X 0 0 0 THOMAS WHITE TRUSTEE 1.00 X 0 0 0 AARON WILLIAMS TRUSTEE 1.00 X 0 0 0 JANE WOOD TRUSTEE 1.00 X 0 0 0 BARBARA BRITENRIKER CHAIR 1.00 X X 0 0 0 JIM CARULAS VICE CHAIR (CORPORATE) 1.00 X X 0 0 0 SUSAN HASSELER VICE CHAIR (COLLEGIATE) 1.00 X X 0 0 0 JAMES FAHEY TREASURER 1.00 X X 0 0 0 TIMOTHY COLLINS SECRETARY 1.00 X X 0 0 0 RANDALL MARKER PAST CHAIR 1.00 X X 0 0 0 WILLIAM SPIKER PRESIDENT 40.00 X 219518 0 69283 BRETT FIELDS VP OF OPERATIONS 40.00 X 111016 0 17281 330534 0 86564 2 0 1 0 0 2315772 2315772 ASSESSMENT INCOME 611710 1221739 1221739 1221739 198765 198765 2324374 1697475 626899 626899 626899 BAD DEBT RECOVERY 900099 10000 10000 10000 4373175 1231739 0 825664 2447142 2447142 417098 166668 82204 168226 424320 169553 83628 171139 31152 12448 6140 12564 102569 40985 20215 41369 55097 22016 10859 22222 87694 24614 40091 22989 60975 60975 268602 50778 170399 47425 16877 7679 2194 7004 5171 2353 672 2146 34384 15645 4470 14269 28790 11504 5674 11612 8048 3216 1586 3246 7683 3070 1514 3099 PROGRAM AWARENESS 56688 56688 SERVICE CONTRACTS AND E 27055 12310 3517 11228 SPECIAL EVENTS 15529 15529 MISCELLANEOUS 7758 7758 8854 3783 1450 3621 4111486 3050452 503346 557688 603250 468816 273489 102478 23051 30344 6710027 6967671 15967 7258 7625784 7576567 229100 80839 134618 98769 363718 179608 X 503125 490587 6758941 6906372 7262066 7396959 7625784 7576567 261689 -126796 0 X X 0 1 X 1 0 X 2686709 2961572 2394002 2874925 2315772 13232980 2686709 2961572 2394002 2874925 2315772 13232980 963620 12269360 73789 66553 167159 180238 198765 686504 13919484 6023139 0.88150 0.90060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6144447 584147 312369 6416225 5799133 651984 306670 6144447 8107302 2048 -2060729 249488 5799133 6702903 15400 1707619 303172 15448 8107302 6519301 4300 235626 43548 12776 6702903 0.00000 0.74290 0.25710 0 0 0 FUNDS HELD ON BEHALF OF OTHERS 91527 OPERATING LEASE LIABILITY 7242 98769 X 4175404 -126796 -126796 4302200 60974 10000 70974 4373174 4040511 0 4040511 60975 10000 70975 4111486 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENTS IS TO PRESERVE PRINCIPLE AND TO DISTRIBUTE A PERCENTAGE OF THE EARNINGS TO COLLEGES AND UNIVERSITIES FOR SCHOLARSHIPS OR OPERATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS ANY UNRELATED BUSINESS INCOME TAX DUE. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS RECOVERY 10,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS RECOVERY 10,000. 1 ASHLAND UNIVERSITY 401 COLLEGE AVE ASHLAND OH 44805 340714626 501(C)(3) 55387 0 SCHOLARSHIPS BALDWIN WALLACE UNIVERSITY 275 EASTLAND RD BEREA OH 44017 340174629 501(C)(3) 59594 0 SCHOLARSHIPS BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 356000221 501(C)(3) 21025 0 SCHOLARSHIPS BLUFFTON UNIVERSITY 1 UNIVERSITY DR BLUFFTON OH 45817 344428207 501(C)(3) 29807 0 SCHOLARSHIPS BOWLING GREEN STATE UNIVERSITY 227 BOWEN-THOMPSON STUDENT UNION BOWLING GREEN OH 43403 346402018 8000 0 SCHOLARSHIPS BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 350867977 501(C)(3) 6292 0 SCHOLARSHIPS CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 314379435 501(C)(3) 47976 0 SCHOLARSHIPS CASE WESTERN RESERVE UNIVERSITY 2049 MARTIN LUTHER KING JR DR CLEVELAND OH 44106 341018992 501(C)(3) 5500 0 SCHOLARSHIPS CEDARVILLE UNIVERSITY 251 NORTH MAIN ST CEDARVILLE OH 45314 310536647 501(C)(3) 76677 0 SCHOLARSHIPS COLUMBIA COLLEGE CHICAGO 600 S MICHIGAN AVENUE SUITE 303 CHICAGO IL 60605 366112087 501(C)(3) 15200 0 SCHOLARSHIPS DEFIANCE COLLEGE 701 N CLINTON DEFIANCE OH 43512 344430762 501(C)(3) 31512 0 SCHOLARSHIPS DENISON UNIVERSITY 1 MAIN ST GRANVILLE OH 43023 314379459 501(C)(3) 59690 0 SCHOLARSHIPS DEPAUL UNIVERSITY 25 E JACKSON BLVD CHICAGO IL 60604 362167048 501(C)(3) 6000 0 SCHOLARSHIPS FERRIS STATE UNIVERSITY 1201 S STATE ST BIG RAPIDS MI 49307 386005159 8701 0 SCHOLARSHIPS FRANCISCAN UNIVERSITY OF STEUBENVILLE 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 340714818 501(C)(3) 62484 0 SCHOLARSHIPS FRANKLIN UNIVERSITY 201 S GRANT AVE COLUMBUS OH 43215 310707369 501(C)(3) 57662 0 SCHOLARSHIPS GEORGE WASHINGTON UNIVERSITY 45155 RESEARCH PL ASHBURN VA 20147 530196584 501(C)(3) 6272 0 SCHOLARSHIPS HANOVER COLLEGE 517 BALL DR HANOVER IN 47243 350868096 501(C)(3) 8527 0 SCHOLARSHIPS HEIDELBERG UNIVERSITY 301 E MARKET ST TIFFIN OH 44883 344428219 501(C)(3) 37166 0 SCHOLARSHIPS HIRAM COLLEGE 6832 HINSDALE ST HIRAM OH 44234 340714670 501(C)(3) 36540 0 SCHOLARSHIPS INDIANA STATE UNIVERSITY 200 NORTH 7TH STREET TERRE HAUTE IN 47809 356001670 25596 0 SCHOLARSHIPS INDIANA UNIVERSITY 1024 E 3RD ST BLOOMINGTON IN 47405 356001673 19031 0 SCHOLARSHIPS JOHN CARROLL UNIVERSITY 20700 N PARK BLVD CLEVELAND OH 44118 340714681 501(C)(3) 55896 0 SCHOLARSHIPS JOHNS HOPKINS UNIVERSITY 3400 N CHARLES STREET BALTIMORE MD 21218 520595110 501(C)(3) 5363 0 SCHOLARSHIPS KENYON COLLEGE 106 COLLEGE PARK ST GAMBIER OH 43022 314379507 501(C)(3) 49916 0 SCHOLARSHIPS LAKE ERIE COLLEGE 391 W WASHINGTON ST PAINESVILLE OH 44077 340733165 501(C)(3) 36284 0 SCHOLARSHIPS LOURDES UNIVERSITY 6832 CONVENT BLVD SYLVANIA OH 43560 341226547 501(C)(3) 27477 0 SCHOLARSHIPS MALONE UNIVERSITY 2600 CLEVELAND AVE NW CANTON OH 44709 340737794 501(C)(3) 25018 0 SCHOLARSHIPS MARIETTA COLLEGE 215 5TH ST MARIETTA OH 45750 314379584 501(C)(3) 38867 0 SCHOLARSHIPS MICHIGAN TECHNOLOGICAL UNIVERSITY 1400 TOWNSEND DR HOUGHTON MI 49931 386005955 5870 0 SCHOLARSHIPS MOUNT HOLYOKE COLLEGE 50 COLLEGE ST SOUTH HADLEY MA 01075 042103578 501(C)(3) 5369 0 SCHOLARSHIPS MOUNT VERNON NAZARENE UNIVERSITY 800 MARTINSBURG RD MT VERNON OH 43050 310725957 501(C)(3) 39711 0 SCHOLARSHIPS MURRAY STATE UNIVERSITY 102 CURRIS CTR MURRAY KY 42071 616053844 6106 0 SCHOLARSHIPS MUSKINGUM UNIVERSITY 163 STORMONT ST NEW CONCORD OH 43762 314379515 501(C)(3) 43592 0 SCHOLARSHIPS NOTRE DAME COLLEGE 4545 COLLEGE RD SOUTH EUCLID OH 44121 340714689 501(C)(3) 6811 0 SCHOLARSHIPS OBERLIN COLLEGE 173 W LORAIN ST OBERLINE OH 44074 340714363 501(C)(3) 64503 0 SCHOLARSHIPS OHIO DOMINICAN UNIVERSITY 1216 SUNBURY RD COLUMBUS OH 43219 314379560 501(C)(3) 38512 0 SCHOLARSHIPS OHIO NORTHERN UNIVERSITY 525 S MAIN ST ADA OH 45810 344429091 501(C)(3) 40793 0 SCHOLARSHIPS OHIO WESLEYAN UNIVERSITY 61 S SANDUSKY ST DELAWARE OH 43015 314379585 501(C)(3) 43463 0 SCHOLARSHIPS OTTERBEIN UNIVERSITY 102 W COLLEGE AVE WETERVILLE OH 43081 314379532 501(C)(3) 48886 0 SCHOLARSHIPS PURDUE UNIVERSITY 2550 NORTHWESTERN AVE SUITE 1100 WEST LAYAYETTE IN 47906 356002041 69619 0 SCHOLARSHIPS SAINT LOUIS UNIVERSITY ONE GRAND BLVD DUBOURG HALL ROOM 119 ST LOUIS MO 63103 430654872 501(C)(3) 6026 0 SCHOLARSHIPS SYRACUSE UNIVERSITY 900 S CROUSE AVE SYRACUSE NY 13244 150532081 501(C)(3) 5775 0 SCHOLARSHIPS THE COLLEGE OF WOOSTER 1101 NORTH BEVER STREET WOOSTER OH 44691 340714654 501(C)(3) 53512 0 SCHOLARSHIPS THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43210 316025986 10000 0 SCHOLARSHIPS THOMAS MORE UNIVERSITY 333 THOMAS MORE PARKWAY CRESTVIEW HILLS KY 41017 610448560 501(C)(3) 6500 0 SCHOLARSHIPS TIFFIN UNIVERSITY 155 MIAMI STREET TIFFIN OH 44883 344427516 501(C)(3) 42416 0 SCHOLARSHIPS TRINE UNIVERSITY ONE UNIVERSITY AVENUE ANGOLA IN 46703 350715530 501(C)(3) 6250 0 SCHOLARSHIPS UNIVERSITY OF CINCINNATI PO BOX 210125 CINCINNATI OH 45221 316000989 15184 0 SCHOLARSHIPS UNIVERSITY OF EVANSVILLE 1800 LINCOLN AVE EVANSVILLE IN 47722 350868074 501(C)(3) 18071 0 SCHOLARSHIPS UNIVERSITY OF FINDLAY 1000 N MAIN ST FINDLAY OH 45840 344431169 501(C)(3) 53448 0 SCHOLARSHIPS UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN 620 EAST JOHN STREET CHAMPAIGN IL 61820 376000511 43250 0 SCHOLARSHIPS UNIVERSITY OF LOUISVILLE SERVICE COMPLEX BLDG LOUISVILLE KY 40292 611014882 11368 0 SCHOLARSHIPS UNIVERSITY OF MASSACHUSETTS 333 SOUTH STREET SHREWSBURY MA 01545 043167352 21508 0 SCHOLARSHIPS UNIVERSITY OF MOUNT UNION 1972 CLARK AVE ALLIANCE OH 44601 340714687 501(C)(3) 38306 0 SCHOLARSHIPS UNIVERSITY OF NOTRE DAME 128 MCKENNA HALL NOTRE DAME IN 46556 350868188 501(C)(3) 11069 0 SCHOLARSHIPS UNIVERSITY OF SOUTHERN INDIANA 8600 UNIVERSITY BLVD EVANSVILLE IN 47712 351308176 81270 0 SCHOLARSHIPS UNIVERSITY OF VERMONT 85 SOUTH PROSPECT ST BURLINGTON VT 05405 030179440 501(C)(3) 16170 0 SCHOLARSHIPS URSULINE COLLEGE 2550 LANDER RD PEPPER PIKE OH 44124 340714777 501(C)(3) 28017 0 SCHOLARSHIPS WALSH UNIVERSITY 2020 E MAPLE ST NW NORTH CANTON OH 44720 340868798 501(C)(3) 29041 0 SCHOLARSHIPS WESTERN ILLINOIS UNIVERSITY 1 UNIVERSITY CIRCLE MACOMB IL 61455 370910458 5300 0 SCHOLARSHIPS WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HEIGHTS BLVD BOWLING GREEN KY 42101 616055628 10696 0 SCHOLARSHIPS WILMINGTON COLLEGE 1870 QUAKER WAY WILMINGTON OH 45177 310537514 501(C)(3) 45880 0 SCHOLARSHIPS WITTENBERG UNIVERSITY 734 WOODLAWN AVE SPRINGFIELD OH 45504 310537177 501(C)(3) 43591 0 SCHOLARSHIPS 64 0 PART I, LINE 2: UNRESTRICTED GRANTS ARE MADE TO MEMBER COLLEGES AND UNIVERSITIES IN ACCORDANCE WITH MEMBERSHIP CRITERIA AND MEMBERSHIP GOOD-STANDING DETERMINED ON AN ANNUAL BASIS. SPECIFIC FUNDING FOR SCHOLARSHIPS/AWARDS IS BASED UPON INFORMATION RECEIVED FROM THE COLLEGES/UNIVERSITIES, AND SUBSEQUENT OFIC STAFF FOLLOW-UP WITH SAME TO DETERMINE CONTINUED ELIGIBILITY. X 1 1 X X 0 0 0 0 0 0 0 0 0 WILLIAM SPIKER PRESIDENT 212910 0 6608 0 0 0 15516 0 53767 0 288801 0 0 0 PART I, LINE 1A PAYMENT WAS MADE IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT AGREEMENT AND WAS TAXABLE. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE CONSISTS OF THE ELECTED OFFICERS OF THE BOARD, IMMEDIATE PAST CHAIR, AND MEMBERS-AT-LARGE ELECTED BY THE BOARD OF TRUSTEES. THIS BODY IS COMPOSED OF SEVEN MEMBER-COLLEGE TRUSTEES AND SEVEN CORPORATE TRUSTEES. THE PRESIDENT OF THE FOUNDATION IS EX-OFFICIO OF THE EXECUTIVE COMMITTEE HAS POWER TO ACT FOR THE BOARD IN LINE WITH POLICIES CREATED BY DEATH, RESIGNATION, OR INCAPACIATION OF ANY OFFICER. THE TERM OF AN INTERIM APPOINTEE EXPIRES AT THE NEXT MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE 33 PRIVATE COLLEGES/UNIVERSITIES IN OHIO WHO PAY AN ANNUAL DUES ASSESSMENT TO OFIC. THE INSTITUTIONS ARE THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B IN THAT THE PRESIDENTS OF THE MEMBER INSTITUTIONS ARE AUTOMATICALLY MEMBERS OF THE OFIC BOARD OF TRUSTEES, THE MEMBER PRESIDENTS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM AND REVIEWED FOR APPROVAL BY THE OFIC PRESIDENT, VP OF OPERATIONS, AND AUDIT COMMITTEE PRIOR TO FILING WITH THE IRS. THE 990 IS MADE AVAILABLE (ONLINE) TO THE ENTIRE OFIC BOARD AFTER ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REVIEW AND RE-SIGNING OF POLICY BY OFIC BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEY DATA OR STUDIES ARE CONSIDERED ON AN ANNUAL BASIS BY THE OFIC PERSONNEL COMMITTEE WHO MAKES RECOMMENDATIONS TO THE OFIC EXECUTIVE COMMITTEE FOR APPROVAL. THE OFIC BOARD HAS FINAL APPROVAL OF THE EXECUTIVE COMMITTEE ACTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. FORM 990, PART XII, LINE 2C: OFIC HAS ESTABLISHED AN AUDIT COMMITTEE TO ADMINISTER THE OVERSIGHT PROCESS AND/OR SELECTION PROCESS OF ITS INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.