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OWENS COMMUNITY COLLEGE FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OWENS COMMUNITY COLLEGE FOUNDATION (EIN 20-1625785)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-01-22
IRS object ID
202530229349301233
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-22T13:59:02-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 EAST MAIN STREET SUITE 500AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45502ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201625785EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OWENS COMMUNITY COLLEGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOWENBusinessNameControlTxt
Phone5676617532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130335 OREGON ROADAddressLine1Txt
CityPERRYSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43551ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLE M PACKPersonNm
Person TitleVP OF INST. ADVANCEMENT & EXEC DIR.PersonTitleTxt
Phone5376617641PhoneNum
Signature2025-01-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAPRIL CAULFIELDPreparerPersonNm
PTINP01949369PTIN
Phone9373992000PhoneNum
Preparation2025-01-21PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELLE M PACKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130335 OREGON ROADAddressLine1Txt
CityPERRYSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43551ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,054,554GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.OWENS.EDU/FOUNDATION/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE OWENS COMMUNITY COLLEGE FOUNDATION IS TO DEVELOP AND PROVIDE RESOURCES TO ADVANCE THE COLLEGE'S MISSION OF SERVING OUR STUDENTS AND OUR COMMUNITY. THE OWENS COMMUNITY COLLEGE FOUNDATION RAISES FUNDS FOR STUDENT SCHOLARSHIPS AND TUITION ASSISTANCE AS WELL AS OWENS COMMUNITY COLLEGE ACADEMIC AND STUDENT SERVICE PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers25TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$320,787PYContributionsGrantsAmt
CY Contributions Grants$408,639CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$274,215PYInvestmentIncomeAmt
CY Investment Income$689,364CYInvestmentIncomeAmt
PY Other Revenue-$26,572PYOtherRevenueAmt
CY Other Revenue$13,135CYOtherRevenueAmt
PY Total Revenue$568,430PYTotalRevenueAmt
CY Total Revenue$1,111,138CYTotalRevenueAmt
PY Grants And Similar Paid$657,620PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$427,861CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$15,795CYTotalFundraisingExpenseAmt
PY Other Expenses$109,781PYOtherExpensesAmt
CY Other Expenses$117,763CYOtherExpensesAmt
PY Total Expenses$767,401PYTotalExpensesAmt
CY Total Expenses$545,624CYTotalExpensesAmt
PY Revenues Less Expenses-$198,971PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$565,514CYRevenuesLessExpensesAmt
Total Assets BOY$7,102,445TotalAssetsBOYAmt
Total Assets EOY$8,478,623TotalAssetsEOYAmt
Total Liabilities BOY$22,148TotalLiabilitiesBOYAmt
Total Liabilities EOY$65,110TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,080,297NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,413,513NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE OWENS COMMUNITY COLLEGE FOUNDATION IS TO DEVELOP AND PROVIDE RESOURCES TO ADVANCE THE COLLEGE'S MISSION OF SERVING OUR STUDENTS AND OUR COMMUNITY. WE INVEST IN YOUR SUCCESS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$245,660ExpenseAmt
Grant$245,660GrantAmt
DescTHE FOUNDATION AWARDED 254 SCHOLARSHIPS TO STUDENTS TO COVER TUITION, FEES, AND OTHER EDUCATIONAL EXPENSES TO ATTEND OWENS COMMUNITY COLLEGE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$182,201ExpenseAmt
Grant$182,201GrantAmt
DescTHE FOUNDATION PROVIDES FUNDING TO VARIOUS COLLEGE DEPARTMENTS AND PROGRAMS FOR EQUIPMENT, SUPPLIES, ADVERTISING, SPECIAL EVENTS, AND ANY OTHER SUPPORT THAT CANNOT BE SUPPLIED BY THE COLLEGE BUDGET.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$427,861TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C Filed0Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIRANDA ZATKOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5676617532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130335 OREGON ROADAddressLine1Txt
CityPERRYSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43551ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KELLE PACK
VP INST. ADVANCEMENT & EXE40.00Yes (X)$0$0$0
DIANA H TALMAGE
CHAIR2.00Yes (X)$0$0$0Yes (X)
DANIEL KIMMET
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
JAMES BAEHREN
TREASURER2.00Yes (X)$0$0$0Yes (X)
WALTER CELLEY
SECRETARY2.00Yes (X)$0$0$0Yes (X)
MICHAEL BRIDENBAKER
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
KELLY BODWAY
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
LAUREN LOGAN
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
THOMAS DANIELS
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
MICHAEL DUFFEY
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
JEFFREY GANUES
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
JEANNIE HYLANT
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
KEITH JORDAN
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
VAISHALI LAD
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
JASON MESTELLER
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
RONALD MCMASTER
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
CHARLENE PAGE
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
THOMAS POUNDS
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
PHILIP RUDOLPH JR
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
DIONE SOMERVILLE
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
STEVEN STOCKDALE
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
ARTHUR SMITH
DIRECTOR-AT-LARGE0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$22,000FundraisingAmt
All Other Contributions$386,639AllOtherContributionsAmt
Noncash Contributions$108,673NoncashContributionsAmt
Total Contributions$408,639TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$143,862TotalRevenueColumnAmt
Exclusion$143,862ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,441,293SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,895,791SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$545,502SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$545,502TotalRevenueColumnAmt
Exclusion$545,502ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$60,760FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$22,000ContriRptFundraisingEventAmt
Fundraising Direct Expenses$47,625FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,135TotalRevenueColumnAmt
Exclusion$13,135ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,111,138TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$702,499ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$182,201TotalAmt
Program Services$182,201ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$245,660TotalAmt
Program Services$245,660ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,614TotalAmt
Management And General$1,614ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$9,801TotalAmt
Management And General$9,801ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$29,794TotalAmt
Management And General$29,794ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,501TotalAmt
Management And General$7,001ManagementAndGeneralAmt
Fundraising$2,500FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$505TotalAmt
Fundraising$505FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$17,036TotalAmt
Management And General$4,246ManagementAndGeneralAmt
Fundraising$12,790FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,173TotalAmt
Management And General$5,173ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$935TotalAmt
Management And General$935ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,146TotalAmt
Management And General$5,146ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
CONTRACTS AND AGREEMENT$34,431$34,431
LICENSE & FEES$2,040$2,040
MISCELLANEOUS$1,787$1,787

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$545,624TotalAmt
Program Services$427,861ProgramServicesAmt
Management And General$101,968ManagementAndGeneralAmt
Fundraising$15,795FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$350,369BOYAmt
EOY$354,275EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,000BOYAmt
EOY$26,553EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,746,076BOYAmt
EOY$8,097,795EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,102,445BOYAmt
EOY$8,478,623EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$17,148BOYAmt
EOY$15,110EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,000BOYAmt
EOY$50,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,148BOYAmt
EOY$65,110EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,996,466BOYAmt
EOY$2,511,492EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,083,831BOYAmt
EOY$5,902,021EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,080,297BOYAmt
EOY$8,413,513EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,102,445BOYAmt
EOY$8,478,623EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$565,514ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$767,702NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,684,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,156,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$453,209CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$320,787CurrentTaxYearMinus1YearAmt
Current Tax Year$408,639CurrentTaxYearAmt
Total$4,023,147TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,684,242CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,156,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$453,209CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$320,787CurrentTaxYearMinus1YearAmt
Current Tax Year$408,639CurrentTaxYearAmt
Total$4,023,147TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,191,291SubstantialContributorsTotAmt
Public Support Total170$2,831,856PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$115,351CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$107,244CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,836CurrentTaxYearMinus1YearAmt
Current Tax Year$143,862CurrentTaxYearAmt
Total$597,517TotalAmt
FieldValueIRS element (for citing)
Total Support$4,620,664TotalSupportAmt
Public Support CY1700.61290PublicSupportCY170Pct
Public Support PY1700.57320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,443,362BeginningYearBalanceAmt
Contributions$93,281ContributionsAmt
Investment Earnings Or Losses$922,375InvestmentEarningsOrLossesAmt
Grants Or Scholarships$186,690GrantsOrScholarshipsAmt
Other Expenditures$39,019OtherExpendituresAmt
Administrative Expenses$29,794AdministrativeExpensesAmt
End Year Balance$5,203,515EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,065,244BeginningYearBalanceAmt
Contributions$90,628ContributionsAmt
Investment Earnings Or Losses$516,503InvestmentEarningsOrLossesAmt
Grants Or Scholarships$165,898GrantsOrScholarshipsAmt
Other Expenditures$34,442OtherExpendituresAmt
Administrative Expenses$28,673AdministrativeExpensesAmt
End Year Balance$4,443,362EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,641,715BeginningYearBalanceAmt
Contributions$64,342ContributionsAmt
Investment Earnings Or Losses-$441,579InvestmentEarningsOrLossesAmt
Grants Or Scholarships$135,112GrantsOrScholarshipsAmt
Other Expenditures$32,269OtherExpendituresAmt
Administrative Expenses$31,853AdministrativeExpensesAmt
End Year Balance$4,065,244EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,420,332BeginningYearBalanceAmt
Contributions$351,414ContributionsAmt
Investment Earnings Or Losses$1,055,800InvestmentEarningsOrLossesAmt
Grants Or Scholarships$128,885GrantsOrScholarshipsAmt
Other Expenditures$31,425OtherExpendituresAmt
Administrative Expenses$25,521AdministrativeExpensesAmt
End Year Balance$4,641,715EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,356,015BeginningYearBalanceAmt
Contributions$69,792ContributionsAmt
Investment Earnings Or Losses$144,548InvestmentEarningsOrLossesAmt
Grants Or Scholarships$96,745GrantsOrScholarshipsAmt
Other Expenditures$31,530OtherExpendituresAmt
Administrative Expenses$21,748AdministrativeExpensesAmt
End Year Balance$3,420,332EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00800BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.56630PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.42570TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,896,671TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$767,702NetUnrealizedGainsInvstAmt
Other Revenue$47,625OtherRevenueAmt
Revenue Not Reported$815,327RevenueNotReportedAmt
Revenue Subtotal$1,081,344RevenueSubtotalAmt
Investment Expenses Not Incld$29,794InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$29,794RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,111,138TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$563,455TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$47,625OtherExpensesIncludedAmt
Expenses Not Reported$47,625ExpensesNotReportedAmt
Expenses Subtotal$515,830ExpensesSubtotalAmt
Investment Expenses Not Incld2$29,794InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$29,794ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$545,624TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO PROVIDE SCHOLARSHIPS FOR STUDENTS OF OWENS COMMUNITY COLLEGE, AND TO PROVIDE PROGRAM ASSISTANCE TO THE COLLEGE'S DEPARTMENTS.
PART X, LINE 2:THE INTERNAL REVENUE SERVICE, IN A LETTER DATED SEPTEMBER 29, 1997 AND AGAIN ON SEPTEMBER 22, 2004, DETERMINED THAT THE FOUNDATION WAS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$82,760GrossReceiptsEvent1Amt
Charitable Contri Event1$22,000CharitableContriEvent1Amt
Gross Revenue Event1$60,760GrossRevenueEvent1Amt
Cash Prizes Event1$1,770CashPrizesEvent1Amt
Non Cash Prizes Event1$1,037NonCashPrizesEvent1Amt
Rent Facility Costs Event1$12,324RentFacilityCostsEvent1Amt
Food And Beverage Event1$6,750FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$9,138OtherDirectExpensesEvent1Amt
Gross Receipts Total$82,760GrossReceiptsTotalAmt
Charitable Contributions Tot$22,000CharitableContributionsTotAmt
Gross Revenue Total Events$60,760GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,770CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$1,037NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$12,324RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$6,750FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$9,138OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$31,019DirectExpenseSummaryEventsAmt
Net Income Summary$29,741NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1OWENS STATE COMMUNITY COLLEGEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130335 OREGON ROADAddressLine1Txt
CityPERRYSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43551ZIPCd
FieldValueIRS element (for citing)
Recipient EIN341059164RecipientEIN
IRC SectionSECTION 115IRCSectionDesc
Cash Grant$182,201CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantPROGRAM AND CAPITAL SUPPORTPurposeOfGrantTxt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient245RecipientCnt
Cash Grant$245,660CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE OWENS COMMUNITY COLLEGE FOUNDATION SOLICITS APPLICATIONS FROM STUDENTS AND THE FINANCIAL AID OFFICE PROVIDES RELEVANT INFORMATION, INCLUDING FINANCIAL NEED, FOR EACH APPLICANT. A SCHOLARSHIP COMMITTEE CONSISTING OF STAFF MEMBERS OF OWENS COMMUNITY COLLEGE IS APPOINTED BY THE FOUNDATION'S EXECUTIVE DIRECTOR TO REVIEW THE APPLICATIONS AND SELECT THE AWARD RECIPIENTS BASED ON THE CRITERIA THAT IS SET FORTH FOR THE VARIOUS SCHOLARSHIP FUNDS. THESE CRITERIA INCLUDE SUCH THINGS AS FINANCIAL NEED, GRADE POINT AVERAGE, AND AREA OF STUDY.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)TRAINING EQUIPMENT3$73,668FAIR MARKET VALUE
Yes (X)CABINETRY & LAPTOPS2$20,000FAIR MARKET VALUE
Yes (X)FUNDRAISING EVENT40$15,005FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE DISCLOSING POTENTIAL CONFLICTS. CONFLICTS OF INTEREST ARE MONITORED AND ENFORCED THROUGH THE OWENS COMMUNITY COLLEGE FOUNDATION COMMITTEE ON GOVERNANCE. THE FOUNDATION HAS A POLICY ON CONFLICTS OF INTEREST. EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A DIRECTOR QUESTIONNAIRE DISCLOSING ANY POTENTIAL CONFLICTS. SHOULD A CONFLICT ARISE, THE BOARD MEMBER HAVING THE CONFLICT OF INTEREST WILL BE REQUIRED TO REFRAIN FROM PARTICIPATING IN THE DISCUSSION, CONSIDERATION OF, AND VOTING ON ANY MATTER RELATED TO THE APPLICABLE CONFLICT.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XII, LINE 2C:THE FOUNDATION HAS A COMMITTEE THAT REVIEWS THE AUDIT REPORT AND APPROVES THE FOUNDATION'S AUDITORS. THERE HAVE BEEN NO CHANGES TO THIS PROCESS SINCE THE PRIOR YEAR.