2025-01-22T13:59:02-06:00 2024-06-30 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2023-07-01 201625785 OWENS COMMUNITY COLLEGE FOUNDATION OWEN 5676617532 30335 OREGON ROAD PERRYSBURG OH 43551 KELLE M PACK VP OF INST. ADVANCEMENT & EXEC DIR. 5376617641 2025-01-21 1 1 APRIL CAULFIELD P01949369 9373992000 2025-01-21 2023 2024-10-15 13:58:12Z KELLE M PACK 30335 OREGON ROAD PERRYSBURG OH 43551 4054554 0 X HTTPS://WWW.OWENS.EDU/FOUNDATION/ X 2003 OH THE 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. 21 21 0 25 0 0 320787 408639 0 0 274215 689364 -26572 13135 568430 1111138 657620 427861 0 0 0 0 0 0 15795 109781 117763 767401 545624 -198971 565514 7102445 8478623 22148 65110 7080297 8413513 THE 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. 0 0 245660 245660 THE FOUNDATION AWARDED 254 SCHOLARSHIPS TO STUDENTS TO COVER TUITION, FEES, AND OTHER EDUCATIONAL EXPENSES TO ATTEND OWENS COMMUNITY COLLEGE. 182201 182201 THE 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. 427861 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MIRANDA ZATKO 5676617532 30335 OREGON ROAD PERRYSBURG OH 43551 X KELLE PACK VP INST. ADVANCEMENT & EXE 40.00 X 0 0 0 DIANA H TALMAGE CHAIR 2.00 X X 0 0 0 DANIEL KIMMET VICE CHAIR 2.00 X X 0 0 0 JAMES BAEHREN TREASURER 2.00 X X 0 0 0 WALTER CELLEY SECRETARY 2.00 X X 0 0 0 MICHAEL BRIDENBAKER DIRECTOR-AT-LARGE 0.50 X 0 0 0 KELLY BODWAY DIRECTOR-AT-LARGE 0.50 X 0 0 0 LAUREN LOGAN DIRECTOR-AT-LARGE 0.50 X 0 0 0 THOMAS DANIELS DIRECTOR-AT-LARGE 0.50 X 0 0 0 MICHAEL DUFFEY DIRECTOR-AT-LARGE 0.50 X 0 0 0 JEFFREY GANUES DIRECTOR-AT-LARGE 0.50 X 0 0 0 JEANNIE HYLANT DIRECTOR-AT-LARGE 0.50 X 0 0 0 KEITH JORDAN DIRECTOR-AT-LARGE 0.50 X 0 0 0 VAISHALI LAD DIRECTOR-AT-LARGE 0.50 X 0 0 0 JASON MESTELLER DIRECTOR-AT-LARGE 0.50 X 0 0 0 RONALD MCMASTER DIRECTOR-AT-LARGE 0.50 X 0 0 0 CHARLENE PAGE DIRECTOR-AT-LARGE 0.50 X 0 0 0 THOMAS POUNDS DIRECTOR-AT-LARGE 0.50 X 0 0 0 PHILIP RUDOLPH JR DIRECTOR-AT-LARGE 0.50 X 0 0 0 DIONE SOMERVILLE DIRECTOR-AT-LARGE 0.50 X 0 0 0 STEVEN STOCKDALE DIRECTOR-AT-LARGE 0.50 X 0 0 0 ARTHUR SMITH DIRECTOR-AT-LARGE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 22000 386639 108673 408639 143862 143862 3441293 2895791 545502 545502 545502 60760 22000 47625 13135 13135 1111138 0 0 702499 182201 182201 245660 245660 1614 1614 9801 9801 29794 29794 9501 7001 2500 505 505 17036 4246 12790 5173 5173 935 935 5146 5146 CONTRACTS AND AGREEMENT 34431 34431 LICENSE & FEES 2040 2040 MISCELLANEOUS 1787 1787 545624 427861 101968 15795 350369 354275 6000 26553 6746076 8097795 7102445 8478623 17148 15110 5000 50000 22148 65110 X 1996466 2511492 5083831 5902021 7080297 8413513 7102445 8478623 565514 767702 0 X X 0 1 X 1 0 X 1684242 1156270 453209 320787 408639 4023147 1684242 1156270 453209 320787 408639 4023147 1191291 2831856 115351 90224 107244 140836 143862 597517 4620664 0.61290 0.57320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4443362 93281 922375 186690 39019 29794 5203515 4065244 90628 516503 165898 34442 28673 4443362 4641715 64342 -441579 135112 32269 31853 4065244 3420332 351414 1055800 128885 31425 25521 4641715 3356015 69792 144548 96745 31530 21748 3420332 0.00800 0.56630 0.42570 1 0 0 X 1896671 767702 47625 815327 1081344 29794 29794 1111138 563455 47625 47625 515830 29794 29794 545624 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 GOLF OUTING 82760 22000 60760 1770 1037 12324 6750 9138 82760 22000 60760 1770 1037 12324 6750 9138 31019 29741 1 OWENS STATE COMMUNITY COLLEGE 30335 OREGON ROAD PERRYSBURG OH 43551 341059164 SECTION 115 182201 0 PROGRAM AND CAPITAL SUPPORT SCHOLARSHIPS 245 245660 PART I, LINE 2: THE 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. X TRAINING EQUIPMENT 3 73668 FAIR MARKET VALUE X CABINETRY & LAPTOPS 2 20000 FAIR MARKET VALUE X FUNDRAISING EVENT 40 15005 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE 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 19 DOCUMENTS 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.