OHIO FOUNDATION OF INDEPENDENT COLLEGES INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OHIO FOUNDATION OF INDEPENDENT COLLEGES INC (EIN 31-4441082)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202301319349303240
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T12:08:32-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 400 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 314441082 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OHIO FOUNDATION OF | BusinessNameLine1Txt |
| Business Name Line2 | INDEPENDENT COLLEGES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6144691950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST BROAD STREET NO 1700 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SPIKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6144691950 | PhoneNum |
| Signature | 2023-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SPIKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATOSHA CARR | PreparerPersonNm |
| PTIN | P01225377 | PTIN |
| Phone | 6148852208 | PhoneNum |
| Preparation | 2023-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM SPIKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST BROAD STREET NO 1700 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,580,486 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | OFIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 74 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 74 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 74 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,961,572 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,394,002 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,160,937 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,151,991 | CYProgramServiceRevenueAmt |
| PY Investment Income | $236,006 | PYInvestmentIncomeAmt |
| CY Investment Income | $622,061 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$576 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $4,357,939 | PYTotalRevenueAmt |
| CY Total Revenue | $4,168,054 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,015,970 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,076,959 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,020,343 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,061,052 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $480,110 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $589,993 | PYOtherExpensesAmt |
| CY Other Expenses | $520,977 | CYOtherExpensesAmt |
| PY Total Expenses | $4,626,306 | PYTotalExpensesAmt |
| CY Total Expenses | $3,658,988 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$268,367 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $509,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,019,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,138,726 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,266,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $434,620 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,753,448 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,704,106 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,819,186 | ExpenseAmt |
| Grant | $1,765,063 | GrantAmt |
| Revenue | $533,608 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $322,355 | ExpenseAmt |
| Grant | $311,896 | GrantAmt |
| Revenue | $333,645 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $711,513 | ExpenseAmt |
| Revenue | $284,738 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,853,054 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 0 | 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 | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 74 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 74 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRETT FIELDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144691950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 EAST BROAD STREET NO 1700 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (76 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| RANDALL K MARKER | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA J BRITENRIKER | ||||||
| VICE CHAIR (CORPORATE) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM N RUUD | ||||||
| VICE CHAIR (COLLEGIATE) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUSAN S HASSELER | ||||||
| VICE CHAIR ELECT (COLLEGIATE) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES G FAHEY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID A KING | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES M GASIOR | ||||||
| PAST CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARLOS CAMPO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM CARULAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN M DECATUR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN GAWELEK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MUSE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDDIE TAYLOR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADAM WEINBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W MALONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT G MERZWEILER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE L WALKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE BELDEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER V GOFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| T STEPHEN GREGORY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACY L SABO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDOLPH L SNOW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EVAN J ANDREWS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIK FREUDENBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS R SCHUCK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AARON WILLIAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS D BECHTEL CPA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY E BOYLE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GABRIEL BRUNO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES P CARULAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW A DANIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM MALZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE MIKLOS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY G NOVOTNY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TODD F CLOSSIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK G HADLEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCIE B HENRY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN J KALE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RALPH SMITHERS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BEAR MONITA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIM ALTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN A HIRZEL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL KORALEWSKI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD A MCMASTER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A MUSE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID L BELEW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WARD J TIMKEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES J TYBURSKI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARMEN TWILLIE AMBAR | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TREVOR M BATES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID P HANEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FATHER DAVID PIVONKA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN D POSLER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH BOLTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS BOTZMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY J COLLINS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN COMERFORD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID R DECKER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SISTER CHRISTINE DEVINNE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL A DIBIASIO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE ROWE FELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL FRANDSEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT C HELMER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT H HUNTINGTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROCKWELL F JONES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID L KAUFMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHANNE C MANKEY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN MICIAK | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J MICHAEL PRESSIMONE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LILLIAN SCHUMACHER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HENRY SPAULDING | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WHITE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE WOOD | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CONNIE GALLAHER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM SPIKER | ||||||
| PRESIDENT | 40.00 | Yes (X) | $215,661 | $0 | $54,576 | |
| JAYNE TAYLOR | ||||||
| VP FIN & ADMIN (THRU 12/31) | 40.00 | Yes (X) | $155,206 | $0 | $13,957 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $370,867 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,533 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
| All Other Contributions | $2,394,002 | AllOtherContributionsAmt |
| Total Contributions | $2,394,002 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ASSESSMENT INCOME | 611710 | $1,138,951 | $1,138,951 |
| REGISTRATION INCOME | 611710 | $13,040 | $13,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,151,991 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $167,159 | TotalRevenueColumnAmt |
| Exclusion | $167,159 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,867,334 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,401,683 | SecuritiesAmt |
| Other | $10,749 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $465,651 | SecuritiesAmt |
| Other | -$10,749 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454,902 | TotalRevenueColumnAmt |
| Exclusion | $454,902 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,168,054 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,151,991 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $622,061 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,076,959 | TotalAmt |
| Program Services | $2,076,959 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,400 | TotalAmt |
| Program Services | $230,883 | ProgramServicesAmt |
| Management And General | $62,424 | ManagementAndGeneralAmt |
| Fundraising | $146,093 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,178 | TotalAmt |
| Program Services | $229,716 | ProgramServicesAmt |
| Management And General | $62,108 | ManagementAndGeneralAmt |
| Fundraising | $145,354 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,510 | TotalAmt |
| Program Services | $16,031 | ProgramServicesAmt |
| Management And General | $4,335 | ManagementAndGeneralAmt |
| Fundraising | $10,144 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,460 | TotalAmt |
| Program Services | $49,109 | ProgramServicesAmt |
| Management And General | $13,277 | ManagementAndGeneralAmt |
| Fundraising | $31,074 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,504 | TotalAmt |
| Program Services | $31,792 | ProgramServicesAmt |
| Management And General | $8,596 | ManagementAndGeneralAmt |
| Fundraising | $20,116 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,193 | TotalAmt |
| Program Services | $5,871 | ProgramServicesAmt |
| Management And General | $13,522 | ManagementAndGeneralAmt |
| Fundraising | $1,800 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,811 | TotalAmt |
| Management And General | $70,811 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,933 | TotalAmt |
| Program Services | $19,096 | ProgramServicesAmt |
| Management And General | $43,981 | ManagementAndGeneralAmt |
| Fundraising | $5,856 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,954 | TotalAmt |
| Program Services | $8,599 | ProgramServicesAmt |
| Management And General | $1,369 | ManagementAndGeneralAmt |
| Fundraising | $986 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,992 | TotalAmt |
| Program Services | $14,909 | ProgramServicesAmt |
| Management And General | $2,374 | ManagementAndGeneralAmt |
| Fundraising | $1,709 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,640 | TotalAmt |
| Program Services | $56,237 | ProgramServicesAmt |
| Management And General | $8,955 | ManagementAndGeneralAmt |
| Fundraising | $6,448 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,186 | TotalAmt |
| Program Services | $25,014 | ProgramServicesAmt |
| Management And General | $7,756 | ManagementAndGeneralAmt |
| Fundraising | $21,416 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437 | TotalAmt |
| Program Services | $230 | ProgramServicesAmt |
| Management And General | $62 | ManagementAndGeneralAmt |
| Fundraising | $145 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,481 | TotalAmt |
| Program Services | $6,033 | ProgramServicesAmt |
| Management And General | $1,631 | ManagementAndGeneralAmt |
| Fundraising | $3,817 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,398 | TotalAmt |
| Program Services | $3,887 | ProgramServicesAmt |
| Management And General | $1,051 | ManagementAndGeneralAmt |
| Fundraising | $2,460 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM AWARENESS | $65,107 | $20,364 | $44,743 | |
| OUTSIDE SERVICES | $61,562 | $42,564 | $5,012 | $13,986 |
| MEMBER ASSESSMENT | $20,625 | $20,625 | ||
| SUBSCRIPTIONS & DUES | $8,785 | $4,616 | $2,921 | $1,248 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,873 | TotalAmt |
| Program Services | $11,144 | ProgramServicesAmt |
| Management And General | $8,338 | ManagementAndGeneralAmt |
| Fundraising | $9,391 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,658,988 | TotalAmt |
| Program Services | $2,853,054 | ProgramServicesAmt |
| Management And General | $325,824 | ManagementAndGeneralAmt |
| Fundraising | $480,110 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,874,564 | BOYAmt |
| EOY | $712,015 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,214 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,520 | BOYAmt |
| EOY | $94,070 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,486 | BOYAmt |
| EOY | $21,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,622 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,014 | BOYAmt |
| EOY | $4,784 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,311,973 | BOYAmt |
| EOY | $6,306,427 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,019,771 | BOYAmt |
| EOY | $7,138,726 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $738,368 | BOYAmt |
| EOY | $225,417 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $83,268 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,955 | BOYAmt |
| EOY | $125,935 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,266,323 | BOYAmt |
| EOY | $434,620 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,417 | BOYAmt |
| EOY | $428,655 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,523,031 | BOYAmt |
| EOY | $6,275,451 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,753,448 | BOYAmt |
| EOY | $6,704,106 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,019,771 | BOYAmt |
| EOY | $7,138,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $509,066 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,558,408 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,460,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,444,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,686,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,961,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,394,002 | CurrentTaxYearAmt |
| Total | $12,947,460 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,460,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,444,430 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,686,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,961,572 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,394,002 | CurrentTaxYearAmt |
| Total | $12,947,460 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $713,316 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,234,144 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,663 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $73,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,159 | CurrentTaxYearAmt |
| Total | $470,297 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,417,757 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,223,924 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91330 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,107,302 | BeginningYearBalanceAmt |
| Contributions | $2,048 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,060,729 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $249,488 | GrantsOrScholarshipsAmt |
| End Year Balance | $5,799,133 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,702,903 | BeginningYearBalanceAmt |
| Contributions | $15,400 | ContributionsAmt |
| Investment Earnings Or Losses | $1,707,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $303,172 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $15,448 | AdministrativeExpensesAmt |
| End Year Balance | $8,107,302 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,519,301 | BeginningYearBalanceAmt |
| Contributions | $4,300 | ContributionsAmt |
| Investment Earnings Or Losses | $235,626 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $43,548 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,776 | AdministrativeExpensesAmt |
| End Year Balance | $6,702,903 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,636,434 | BeginningYearBalanceAmt |
| Contributions | $105,521 | ContributionsAmt |
| Investment Earnings Or Losses | $975,008 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $188,067 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $9,595 | AdministrativeExpensesAmt |
| End Year Balance | $6,519,301 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,477,108 | BeginningYearBalanceAmt |
| Contributions | $14,776 | ContributionsAmt |
| Investment Earnings Or Losses | $342,944 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $187,869 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,525 | AdministrativeExpensesAmt |
| End Year Balance | $5,636,434 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,406 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,622 | DepreciationAmt |
| Book Value | $4,784 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,784 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD ON BEHALF OF OTHERS | Desc |
| Amt | $125,935 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $125,935 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,549,584 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,558,408 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,558,408 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,107,992 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $70,811 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$10,749 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $60,062 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,168,054 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,598,926 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,749 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,749 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,588,177 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $70,811 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $70,811 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,658,988 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | LOSS ON DISPOSAL OF FIXED ASSETS -10,749. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS 10,749. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (65 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ALBANY COLLEGE OF PHARMACY & HEALTH SCIENCES | ||||||||
| 106 NEW SCOTLAND AVE | ALBANY | NY | 12208 | 141423161 | 501(C)(3) | $7,699 | $0 | SCHOLARSHIPS |
| ASHLAND UNIVERSITY | ||||||||
| 401 COLLEGE AVE | ASHLAND | OH | 44805 | 340714626 | 501(C)(3) | $33,450 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| BALDWIN WALLACE UNIVERSITY | ||||||||
| 275 EASTLAND RD | BEREA | OH | 44017 | 340174629 | 501(C)(3) | $41,775 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| BALL STATE UNIVERSITY | ||||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | 356000221 | 501(C)(3) | $11,166 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| BARD COLLEGE | ||||||||
| 30 CAMPUS RD | ANNANDALE ON HUDSON | NY | 12504 | 141713034 | 501(C)(3) | $5,169 | $0 | SCHOLARSHIPS |
| BLUFFTON UNIVERSITY | ||||||||
| 1 UNIVERSITY DR | BLUFFTON | OH | 45817 | 344428207 | 501(C)(3) | $31,965 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| BRATTLEBORO UNION HIGH SCHOOL | ||||||||
| 131 FAIRGROUND RD | BRATTLEBORO | VT | 05301 | $26,499 | $0 | SCHOLARSHIPS | ||
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | 350867977 | 501(C)(3) | $12,000 | $0 | SCHOLARSHIPS |
| CAMPBELLSVILLE UNIVERSITY | ||||||||
| 1 UNIVERSITY DR | CAMPBELLSVILLE | KY | 42718 | 610469267 | 501(C)(3) | $10,750 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| CAPITAL UNIVERSITY | ||||||||
| 1 COLLEGE AND MAIN | COLUMBUS | OH | 43209 | 314379435 | 501(C)(3) | $38,928 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| CEDARVILLE UNIVERSITY | ||||||||
| 251 NORTH MAIN ST | CEDARVILLE | OH | 45314 | 310536647 | 501(C)(3) | $53,927 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| CENTRAL MICHIGAN UNIVERSITY | ||||||||
| 104 WARRINER HALL | MT PLEASANT | MI | 48859 | 386004447 | $5,740 | $0 | SCHOLARSHIPS | |
| CLEVELAND STATE UNIVERSITY | ||||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | 340966056 | $6,820 | $0 | SCHOLARSHIPS | |
| DEFIANCE COLLEGE | ||||||||
| 701 N CLINTON | DEFIANCE | OH | 43512 | 344430762 | 501(C)(3) | $25,631 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| DENISON UNIVERSITY | ||||||||
| 1 MAIN ST | GRANVILLE | OH | 43023 | 314379459 | 501(C)(3) | $41,061 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| DOMINICAN UNIVERSITY | ||||||||
| 7900 DIVISION ST | RIVER FOREST | IL | 60305 | 362167855 | 501(C)(3) | $11,500 | $0 | SCHOLARSHIPS |
| EASTERN KENTUCKY UNIVERSITY | ||||||||
| 521 LANCASTER AVE | RICHMOND | KY | 40475 | $7,000 | $0 | SCHOLARSHIPS | ||
| FRANCISCAN UNIVERSITY OF STEUBENVILLE | ||||||||
| 1235 UNIVERSITY BLVD | STEUBENVILLE | OH | 43952 | 340714818 | 501(C)(3) | $38,764 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| FRANKLIN UNIVERSITY | ||||||||
| 201 S GRANT AVE | COLUMBUS | OH | 43215 | 310707369 | 501(C)(3) | $34,655 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| GRACE SCHOOLS | ||||||||
| 200 SEMINARY DR | WINONA LAKE | IN | 46590 | 350868095 | 501(C)(3) | $7,000 | $0 | SCHOLARSHIPS |
| GRAND VALLEY STATE UNIVERSITY | ||||||||
| 1 CAMPUS DR | ALLENDALE | MI | 49401 | 381684280 | $5,200 | $0 | SCHOLARSHIPS | |
| HEIDELBERG UNIVERSITY | ||||||||
| 301 E MARKET ST | TIFFIN | OH | 44883 | 344428219 | 501(C)(3) | $28,025 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| HIRAM COLLEGE | ||||||||
| 6832 HINSDALE ST | HIRAM | OH | 44234 | 340714670 | 501(C)(3) | $25,978 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| HOLYOKE HIGH SCHOOL | ||||||||
| 500 BEECH STREET | HOLYOKE | MA | 01040 | $20,564 | $0 | SCHOLARSHIPS | ||
| INDIANA UNIVERSITY | ||||||||
| 1024 E 3RD ST | BLOOMINGTON | IN | 47405 | 356001673 | $41,400 | $0 | SCHOLARSHIPS | |
| IVY TECH COMMUNITY COLLEGE | ||||||||
| 50 W FALL CREEK PARKWAY N DR | INDIANAPOLIS | IN | 46208 | 351180631 | $19,600 | $0 | SCHOLARSHIPS | |
| JOHN CARROLL UNIVERSITY | ||||||||
| 20700 N PARK BLVD | CLEVELAND | OH | 44118 | 340714681 | 501(C)(3) | $36,522 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| KENT STATE UNIVERSITY | ||||||||
| 800 E SUMMIT ST | KENT | OH | 44242 | 316402079 | $11,362 | $0 | SCHOLARSHIPS | |
| KENYON COLLEGE | ||||||||
| 106 COLLEGE PARK ST | GAMBIER | OH | 43022 | 314379507 | 501(C)(3) | $42,861 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| LAKE ERIE COLLEGE | ||||||||
| 391 W WASHINGTON ST | PAINESVILLE | OH | 44077 | 340733165 | 501(C)(3) | $28,236 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| LOURDES UNIVERSITY | ||||||||
| 6832 CONVENT BLVD | SYLVANIA | OH | 43560 | 341226547 | 501(C)(3) | $21,239 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| MALCOLM X COLLEGE | ||||||||
| 1900 WEST JACKSON BLVD | CHICAGO | IL | 60612 | 362606236 | $9,700 | $0 | SCHOLARSHIPS | |
| MALONE UNIVERSITY | ||||||||
| 2600 CLEVELAND AVE NW | CANTON | OH | 44709 | 340737794 | 501(C)(3) | $27,015 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| MARIETTA COLLEGE | ||||||||
| 215 5TH ST | MARIETTA | OH | 45750 | 314379584 | 501(C)(3) | $24,253 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| MISSISSIPPI STATE UNIVERSITY | ||||||||
| PO DRAWER 5316 | MISSISSIPPI STATE | MS | 39762 | 646000819 | $10,750 | $0 | SCHOLARSHIPS | |
| MOREHEAD STATE UNIVERSITY | ||||||||
| 207 HOWELL MCDOWELL ADMIN | MOREHEAD | KY | 40351 | 611014029 | $11,500 | $0 | SCHOLARSHIPS | |
| MOUNT VERNON NAZARENE UNIVERSITY | ||||||||
| 800 MARTINSBURG RD | MT VERNON | OH | 43050 | 310725957 | 501(C)(3) | $31,985 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| MURRAY STATE UNIVERSITY | ||||||||
| 102 CURRIS CTR | MURRAY | KY | 42071 | $11,000 | $0 | SCHOLARSHIPS | ||
| MUSKINGUM UNIVERSITY | ||||||||
| 163 STORMONT ST | NEW CONCORD | OH | 43762 | 314379515 | 501(C)(3) | $26,527 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| NOTRE DAME COLLEGE | ||||||||
| 4545 COLLEGE RD | SOUTH EUCLID | OH | 44121 | 340714689 | 501(C)(3) | $31,142 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| OBERLIN COLLEGE | ||||||||
| 173 W LORAIN ST | OBERLINE | OH | 44074 | 340714363 | 501(C)(3) | $47,627 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| OHIO DOMINICAN UNIVERSITY | ||||||||
| 1216 SUNBURY RD | COLUMBUS | OH | 43219 | 314379560 | 501(C)(3) | $27,258 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 S MAIN ST | ADA | OH | 45810 | 344429091 | 501(C)(3) | $37,006 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| 61 S SANDUSKY ST | DELAWARE | OH | 43015 | 314379585 | 501(C)(3) | $26,550 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| OTTERBEIN UNIVERSITY | ||||||||
| 102 W COLLEGE AVE | WETERVILLE | OH | 43081 | 314379532 | 501(C)(3) | $45,624 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| PURDUE UNIVERSITY | ||||||||
| 2550 NORTHWESTERN AVE SUITE 1100 | WEST LAYAYETTE | IN | 47906 | 356002041 | $84,866 | $0 | SCHOLARSHIPS & UNRESTRICTED | |
| SMITH COLLEGE | ||||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | 041843040 | 501(C)(3) | $5,368 | $0 | SCHOLARSHIPS |
| THE COLLEGE OF WOOSTER | ||||||||
| 1101 NORTH BEVER STREET | WOOSTER | OH | 44691 | 340714654 | 501(C)(3) | $34,626 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| THE UNIVERSITY OF FINDLAY | ||||||||
| 1000 N MAIN ST | FINDLAY | OH | 45840 | 344431169 | 501(C)(3) | $38,849 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| TIFFIN UNIVERSITY | ||||||||
| 155 MIAMI STREET | TIFFIN | OH | 44883 | 344427516 | 501(C)(3) | $37,276 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| UNIVERSITY OF EVANSVILLE | ||||||||
| 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | 350868074 | 501(C)(3) | $19,500 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN | ||||||||
| 620 EAST JOHN STREET | CHAMPAIGN | IL | 61820 | 376000511 | $8,500 | $0 | SCHOLARSHIPS | |
| UNIVERSITY OF KENTUCKY | ||||||||
| 100 WD FUNKHOUSER BLDG | LEXINGTON | KY | 40506 | $11,500 | $0 | SCHOLARSHIPS | ||
| UNIVERSITY OF LOUISVILLE | ||||||||
| SERVICE COMPLEX BLDG | LOUISVILLE | KY | 40292 | 611014882 | $5,800 | $0 | SCHOLARSHIPS | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 333 SOUTH STREET | SHREWSBURY | MA | 01545 | 043167352 | $5,361 | $0 | SCHOLARSHIPS | |
| UNIVERSITY OF MOUNT UNION | ||||||||
| 1972 CLARK AVE | ALLIANCE | OH | 44601 | 340714687 | 501(C)(3) | $49,493 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| UNIVERSITY OF NOTRE DAME | ||||||||
| 128 MCKENNA HALL | NOTRE DAME | IN | 46556 | 350868188 | 501(C)(3) | $8,000 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 116 ATWOOD ST | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | $5,700 | $0 | SCHOLARSHIPS |
| UNIVERSITY OF SOUTHERN INDIANA | ||||||||
| 8600 UNIVERSITY BLVD | EVANSVILLE | IN | 47712 | 351308176 | $68,500 | $0 | SCHOLARSHIPS | |
| UNIVERSITY OF VERMONT | ||||||||
| 85 SOUTH PROSPECT ST | BURLINGTON | VT | 05405 | 030179440 | 501(C)(3) | $13,480 | $0 | SCHOLARSHIPS |
| URSULINE COLLEGE | ||||||||
| 2550 LANDER RD | PEPPER PIKE | OH | 44124 | 340714777 | 501(C)(3) | $25,927 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| WALSH UNIVERSITY | ||||||||
| 2020 E MAPLE ST NW | NORTH CANTON | OH | 44720 | 340868798 | 501(C)(3) | $27,552 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| WESTERN KENTUCKY UNIVERSITY | ||||||||
| 1906 COLLEGE HEIGHTS BLVD | BOWLING GREEN | KY | 42101 | 616055628 | $25,100 | $0 | SCHOLARSHIPS | |
| WILMINGTON COLLEGE | ||||||||
| 1870 QUAKER WAY | WILMINGTON | OH | 45177 | 310537514 | 501(C)(3) | $29,828 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| WITTENBERG UNIVERSITY | ||||||||
| 734 WOODLAWN AVE | SPRINGFIELD | OH | 45504 | 310537177 | 501(C)(3) | $24,477 | $0 | SCHOLARSHIPS & UNRESTRICTED |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 67 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM SPIKER | ||||||||||||||
| PRESIDENT | $206,661 | $0 | $9,000 | $0 | $0 | $0 | $14,007 | $0 | $40,569 | $0 | $270,237 | $0 | $0 | $0 |
| JAYNE TAYLOR | ||||||||||||||
| VP FIN & ADMIN (THRU 12/31) | $155,206 | $0 | $0 | $0 | $0 | $0 | $6,912 | $0 | $7,045 | $0 | $169,163 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | PAYMENT WAS MADE IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT AGREEMENT AND WAS TAXABLE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 BOTH PRIOR TO AND 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 | ALL DOCUMENTS ARE PROVIDED UPON REQUEST TO OFIC. |
| 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. |