OBERLIN COLLEGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- OBERLIN COLLEGE (EIN 34-0714363)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-20
- IRS object ID
- 202600799349300015
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-20T09:29:30+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714363 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oberlin College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OBER | BusinessNameControlTxt |
| Phone | 4407758460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 173 W Lorain St Controllers Office | AddressLine1Txt |
| City | Oberlin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | April Herner | PersonNm |
| Person Title | VP for Finance & Admin | PersonTitleTxt |
| Phone | 4407758460 | PhoneNum |
| Signature | 2026-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2026-03-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julienne R Melvin | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 N Professor St | AddressLine1Txt |
| City | Oberlin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $430,351,442 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.oberlin.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1834 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 2985 | TotalEmployeeCnt |
| Total Volunteers | 431 | TotalVolunteersCnt |
| Total Gross UBI | $129,643 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $131,374,995 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,984,608 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $246,058,589 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $256,127,556 | CYProgramServiceRevenueAmt |
| PY Investment Income | $90,290,051 | PYInvestmentIncomeAmt |
| CY Investment Income | $74,819,327 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,970 | PYOtherRevenueAmt |
| CY Other Revenue | $43,109 | CYOtherRevenueAmt |
| PY Total Revenue | $467,773,605 | PYTotalRevenueAmt |
| CY Total Revenue | $362,974,600 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $103,432,203 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $111,342,784 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $108,737,769 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $118,716,597 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,628,306 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $108,720,282 | PYOtherExpensesAmt |
| CY Other Expenses | $114,385,158 | CYOtherExpensesAmt |
| PY Total Expenses | $320,890,254 | PYTotalExpensesAmt |
| CY Total Expenses | $344,444,539 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $146,883,351 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,530,061 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,117,814,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,233,785,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $470,490,305 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $453,263,452 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,647,324,517 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,780,522,291 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Oberlin College and Conservatory educate students for lives of intellectual, musical and artistic rigor and breadth, sustained inquiry, creativity and innovation, and leadership. Oberlin aims to prepare graduates with the knowledge, skills, and perspectives essential to confront complex issues and to create change and value in the world. Oberlin is committed to educational access and opportunity, embraces a diverse and inclusive residential learning environment defined by a free and respectful exchange of ideas, and shares an enduring commitment to a sustainable and just society. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $321,221,432 | ExpenseAmt |
| Grant | $111,342,784 | GrantAmt |
| Revenue | $256,127,556 | RevenueAmt |
| Desc | Oberlin College is a liberal arts institution made up of the College of Arts & Sciences and the Conservatory of Music. The College served 2,886 full-time equivalent undergraduate students, awarding scholarships to 2,957 of them. The average student received $37,555 in financial aid. The College is essentially residential. The balance of the student body is housed in private off campus housing within the City of Oberlin, Ohio. | Desc |
| Total Program Service Expenses | $321,221,432 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4095 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2985 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | April Herner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4407758460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 173 W Lorain St Controllers Office | AddressLine1Txt |
| City | Oberlin | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44074 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| CARMEN AMBAR | |||||||||
| PRESIDENT | 40.0 | 0 | Yes (X) | Yes (X) | $592,962 | $0 | $286,819 | ||
| CHARLENE DREW JARVIS | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CHUCK BIRENBAUM | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA HOGAN | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID E SHIPLEY | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ROSTOV | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID S KRISCHER | |||||||||
| TRUSTEE | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ED HELMS | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH Barajas-Romn | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ERIC R KATZMAN | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| FRANCISCO X DOMINGUEZ | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| GEORGIA YUAN | |||||||||
| TRUSTEE | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Hozefa Lokhandwala | |||||||||
| TRUSTEE | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Isabel Tadmiri | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JACOB A GAYLE | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| JULIA STEYN | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| KOFI ASARE | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LEE KOONCE | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LILLIE JOHNSON EDWARDS | |||||||||
| Board Vice Chair | 8.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LISA YVETTE WALLER | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MAGHAN KEITA | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MANDY TUONG | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MENNA DEMESSIE | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MINSOK PAK | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MOLLY HORST RAPHAEL | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| PETER FLINT | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| ROBIN S BLACK | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| SEAN P GAVIN | |||||||||
| TRUSTEE | 4.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Srimoyi Gunja SARKAR | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHAN FARBER | |||||||||
| TRUSTEE | 2.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| T CHRIS CANAVAN | |||||||||
| Board Chair | 8.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HERTZ | |||||||||
| Chief of Staff & Strategy Officer | 40.0 | 0 | Yes (X) | $228,480 | $0 | $56,473 | |||
| DAVID KAMITSUKA | |||||||||
| DEAN OF ARTS & SCIENCES | 40.0 | 0 | Yes (X) | $262,184 | $0 | $112,697 | |||
| JOSHUA JENSEN | |||||||||
| Vice President, Communications | 40.0 | 0 | Yes (X) | $202,880 | $0 | $36,939 | |||
| JULIENNE MELVIN | |||||||||
| Associate Vice President for Finance and Administration | 40.0 | 0 | Yes (X) | $183,300 | $0 | $56,653 | |||
| KAREN GOFF | |||||||||
| Vice President and Dean of Students | 40.0 | 0 | Yes (X) | $252,243 | $0 | $125,945 | |||
| MANUEL CARBALLO | |||||||||
| Vice President/Dean of Admissions & Financial Aid | 40.0 | 0 | Yes (X) | $235,942 | $0 | $70,806 | |||
| MATTHEW LAHEY | |||||||||
| Vice President, Gen Counsel & Secretary | 40.0 | 0 | Yes (X) | $281,689 | $0 | $74,037 | |||
| MICHAEL GRZESIAK | |||||||||
| Vice President, Advancement | 40.0 | 0 | Yes (X) | $268,315 | $0 | $64,170 | |||
| NATALIE WINKELFOOS | |||||||||
| Director Athletics & Physical Ed; Assoc VP Ath | 40.0 | 0 | Yes (X) | $202,849 | $0 | $44,208 | |||
| REBECCA VAZQUEZ-SKILLINGS | |||||||||
| Vice President for Finance and Administration | 40.0 | 0 | Yes (X) | $287,608 | $0 | $75,093 | |||
| WILLIAM QUILLEN | |||||||||
| DEAN OF CONSERVATORY | 40.0 | 0 | Yes (X) | $257,742 | $0 | $64,737 | |||
| JOSEPH VITALE JR | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.0 | 0 | $194,766 | $0 | $39,903 | Yes (X) | |||
| JUN YANG | |||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 0 | $755,043 | $0 | $87,625 | Yes (X) | |||
| KEVIN BROWN | |||||||||
| CHIEF FACILITIES OFFICER | 40.0 | 0 | $209,560 | $0 | $21,542 | Yes (X) | |||
| MARCEL MUTSINDASHYAKA | |||||||||
| Chief Information Officer | 40.0 | 0 | $205,040 | $0 | $64,031 | Yes (X) | |||
| JOHN DUCA | |||||||||
| PROFESSOR | 40.0 | 0 | $226,902 | $0 | $22,896 | Yes (X) | |||
| KATARZYNA KARAPUDA | |||||||||
| Associate Director of Investments | 40.0 | 0 | $272,505 | $0 | $22,618 | Yes (X) | |||
| LAURA BAUDOT | |||||||||
| PROFESSOR | 40.0 | 0 | $195,673 | $0 | $45,479 | Yes (X) | |||
| MARIA MILLER | |||||||||
| James Monroe Professor | 40.0 | 0 | $187,913 | $0 | $17,790 | Yes (X) | |||
| PETER SLOWIK | |||||||||
| Professor | 40.0 | 0 | $198,264 | $0 | $20,333 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,701,860 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,410,794 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 173 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| M A Mortenson Company | |||||
| 700 MEADOW LN NORTH | MINNEAPOLIS | MN | 55422 | CONSTRUCTION SERVICES | $43,954,249 |
| GILBANE BUILDING COMPANY | |||||
| 7 JACKSON WALKWAY | PROVIDENCE | RI | 02903 | CONSTRUCTION SERVICES | $34,760,638 |
| AVI Foodsystems Inc | |||||
| 2590 ELM RD | WARREN | MN | 44482 | DINING SERVICES | $14,008,042 |
| Encore One LLC | |||||
| 65 KINGSTON AVE | COLUMBUS | OH | 43207 | CLEANING SERVICES | $4,408,711 |
| EG Services | |||||
| 305 St Peter Street | St Paul | MN | 55102 | Construction | $2,009,057 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 56 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $5,191,373 | GovernmentGrantsAmt |
| All Other Contributions | $26,793,235 | AllOtherContributionsAmt |
| Noncash Contributions | $4,279,797 | NoncashContributionsAmt |
| Total Contributions | $31,984,608 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Tuition and Fees | 611310 | $200,141,514 | $200,141,514 | $0 | $0 |
| Residential & Dining Services | 611310 | $49,183,584 | $49,183,584 | $0 | $0 |
| Educational Activities | 611310 | $5,500,158 | $5,500,158 | $0 | $0 |
| Summer Conference Program | 611310 | $860,886 | $860,886 | $0 | $0 |
| Auxiliary Services | 611310 | $441,414 | $441,414 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $256,127,556 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,927,360 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $129,643 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,797,717 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $142,075 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $98,966 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $43,109 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,109 | TotalRevenueColumnAmt |
| Exclusion | $43,109 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $135,169,843 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,277,876 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $67,891,967 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,891,967 | TotalRevenueColumnAmt |
| Exclusion | $67,891,967 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $362,974,600 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $256,127,556 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $129,643 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,732,793 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,937 | TotalAmt |
| Program Services | $273,937 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,445,763 | TotalAmt |
| Program Services | $98,445,763 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,623,084 | TotalAmt |
| Program Services | $12,623,084 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,771,414 | TotalAmt |
| Program Services | $2,940,813 | ProgramServicesAmt |
| Management And General | $2,482,334 | ManagementAndGeneralAmt |
| Fundraising | $348,267 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,747,636 | TotalAmt |
| Program Services | $73,219,063 | ProgramServicesAmt |
| Management And General | $4,402,677 | ManagementAndGeneralAmt |
| Fundraising | $3,125,896 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,587,385 | TotalAmt |
| Program Services | $5,973,205 | ProgramServicesAmt |
| Management And General | $359,170 | ManagementAndGeneralAmt |
| Fundraising | $255,010 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,546,761 | TotalAmt |
| Program Services | $19,078,605 | ProgramServicesAmt |
| Management And General | $153,657 | ManagementAndGeneralAmt |
| Fundraising | $314,499 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,063,401 | TotalAmt |
| Program Services | $5,498,075 | ProgramServicesAmt |
| Management And General | $330,600 | ManagementAndGeneralAmt |
| Fundraising | $234,726 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,245,575 | TotalAmt |
| Management And General | $1,245,575 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,137 | TotalAmt |
| Management And General | $190,137 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,259 | TotalAmt |
| Management And General | $103,259 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,665,061 | TotalAmt |
| Management And General | $2,665,061 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,864 | TotalAmt |
| Program Services | $463,562 | ProgramServicesAmt |
| Management And General | $4,933 | ManagementAndGeneralAmt |
| Fundraising | $18,369 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,494,081 | TotalAmt |
| Program Services | $14,819,557 | ProgramServicesAmt |
| Management And General | $602,199 | ManagementAndGeneralAmt |
| Fundraising | $72,325 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,256,697 | TotalAmt |
| Program Services | $2,256,697 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,990,797 | TotalAmt |
| Program Services | $8,990,797 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,863,596 | TotalAmt |
| Program Services | $3,741,034 | ProgramServicesAmt |
| Management And General | $694,367 | ManagementAndGeneralAmt |
| Fundraising | $428,195 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,500,225 | TotalAmt |
| Program Services | $6,500,225 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,456,974 | TotalAmt |
| Program Services | $26,456,974 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,508,212 | TotalAmt |
| Program Services | $2,508,212 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Instruction Expense | $4,377,469 | $4,377,469 |
| Facilities Expense | $10,275,644 | $10,275,644 |
| Study Away Programs | $5,243,580 | $5,243,580 |
| Annuity & RLIF Payments | $4,701,201 | $4,701,201 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,025,786 | TotalAmt |
| Program Services | $12,833,935 | ProgramServicesAmt |
| Management And General | $4,360,832 | ManagementAndGeneralAmt |
| Fundraising | $831,019 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,444,539 | TotalAmt |
| Program Services | $321,221,432 | ProgramServicesAmt |
| Management And General | $17,594,801 | ManagementAndGeneralAmt |
| Fundraising | $5,628,306 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,714,809 | BOYAmt |
| EOY | $28,674,122 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,731,406 | BOYAmt |
| EOY | $149,638,058 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,876,786 | BOYAmt |
| EOY | $18,377,738 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,786,455 | BOYAmt |
| EOY | $797,039 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,147,366 | BOYAmt |
| EOY | $19,375,171 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,546 | BOYAmt |
| EOY | $21,179 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,517 | BOYAmt |
| EOY | $6,686,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,150,255,464 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $549,947,832 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,601,870 | BOYAmt |
| EOY | $600,307,632 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $752,997,034 | BOYAmt |
| EOY | $906,010,505 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,012,202 | BOYAmt |
| EOY | $498,976,362 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,347,831 | BOYAmt |
| EOY | $4,921,325 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117,814,822 | BOYAmt |
| EOY | $2,233,785,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,542,971 | BOYAmt |
| EOY | $16,809,049 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,195,908 | BOYAmt |
| EOY | $216,322,224 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,845,365 | BOYAmt |
| EOY | $15,724,676 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,670,897 | BOYAmt |
| EOY | $191,723,138 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,234,761 | BOYAmt |
| EOY | $12,684,365 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,490,305 | BOYAmt |
| EOY | $453,263,452 | 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 | $329,553,567 | BOYAmt |
| EOY | $338,852,915 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,317,770,950 | BOYAmt |
| EOY | $1,441,669,376 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,647,324,517 | BOYAmt |
| EOY | $1,780,522,291 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,117,814,822 | BOYAmt |
| EOY | $2,233,785,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $18,530,061 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $102,084,071 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,583,642 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,872,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,057,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,149,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,374,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,984,608 | CurrentTaxYearAmt |
| Total | $269,438,542 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,872,184 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $59,057,174 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,149,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,374,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,984,608 | CurrentTaxYearAmt |
| Total | $269,438,542 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $104,857,973 | SubstantialContributorsTotAmt |
| Public Support Total170 | $164,580,569 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,213,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,116,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,206,821 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,063,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,038,788 | CurrentTaxYearAmt |
| Total | $25,638,474 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $295,077,016 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,160,290,606 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55775 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5702 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $103,259 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $103,259 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | During fiscal year 2025, Oberlin utilized the services of a professional firm made up of highly influential experts with deep experience in higher education, government relations, business partnerships, and politically focused crisis communications. this team brings a strategic, coordinated approach to advocacy, ensuring Oberlin can effectively engage key stakeholders, strengthen external relationships, and navigate complex political, policy, and funding landscapes. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $631,007 | RevenuesIncludedAmt |
| Assets Included | $7,308,113 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,270,464,946 | BeginningYearBalanceAmt |
| Contributions | $99,633,711 | ContributionsAmt |
| Investment Earnings Or Losses | $162,603,543 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,027,409 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,715,927 | OtherExpendituresAmt |
| Administrative Expenses | $164,777 | AdministrativeExpensesAmt |
| End Year Balance | $1,480,794,087 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,199,092,191 | BeginningYearBalanceAmt |
| Contributions | $25,363,322 | ContributionsAmt |
| Investment Earnings Or Losses | $96,807,115 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,604,639 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,030,838 | OtherExpendituresAmt |
| Administrative Expenses | $162,205 | AdministrativeExpensesAmt |
| End Year Balance | $1,270,464,946 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,183,221,375 | BeginningYearBalanceAmt |
| Contributions | $5,877,420 | ContributionsAmt |
| Investment Earnings Or Losses | $58,594,298 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $17,317,705 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,133,646 | OtherExpendituresAmt |
| Administrative Expenses | $149,551 | AdministrativeExpensesAmt |
| End Year Balance | $1,199,092,191 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,272,387,575 | BeginningYearBalanceAmt |
| Contributions | $13,198,124 | ContributionsAmt |
| Investment Earnings Or Losses | -$59,675,830 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,819,613 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,541,295 | OtherExpendituresAmt |
| Administrative Expenses | $327,586 | AdministrativeExpensesAmt |
| End Year Balance | $1,183,221,375 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $936,576,784 | BeginningYearBalanceAmt |
| Contributions | $6,310,791 | ContributionsAmt |
| Investment Earnings Or Losses | $389,894,040 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,922,545 | GrantsOrScholarshipsAmt |
| Other Expenditures | $47,155,747 | OtherExpendituresAmt |
| Administrative Expenses | $315,748 | AdministrativeExpensesAmt |
| End Year Balance | $1,272,387,575 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.131 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3166 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.5524 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,258,403 | OtherCostOrOtherBasisAmt |
| Book Value | $8,258,403 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $800,004,151 | OtherCostOrOtherBasisAmt |
| Depreciation | $327,266,760 | DepreciationAmt |
| Book Value | $472,737,391 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,144,652 | OtherCostOrOtherBasisAmt |
| Depreciation | $222,681,072 | DepreciationAmt |
| Book Value | $70,463,580 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $48,848,258 | InvestmentCostOrOtherBasisAmt |
| Book Value | $48,848,258 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $600,307,632 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Closely-held equity interests | ||
| Financial derivatives | ||
| Funds Held in Trust by Others | $22,244,070 | F |
| Natural Resources Investments | $11,267,302 | F |
| Venture Capital and Other Alternative Investments | $465,464,990 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $498,976,362 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Annuity Obligation | $12,684,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,684,365 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part III, Line 1a | The college has elected not to capitalize contributed collections. All works of art and collections are held for public exhibition, education or research; are protected, kept unencumbered, cared for, and preserved; and are subject to policies governing their use. Recognizing works of art as an asset of the Institution would result in a material increase in property, plant and equipment and a corresponding increase in net assets in the statements of financial position. |
| Schedule D, Part III, Line 4 Collections of art - description of collections | The Allen Memorial Art Museum (AMAM) is one of the finest college or university collections in the United States. Comprising nearly 14,000 works of art from virtually every culture and spanning the history of art, the AMAM's collection is a vital cultural resource for the students, faculty, and staff of Oberlin College as well as the surrounding community. The Museum organizes a variety of public programs in connection with exhibitions for Oberlin College and the local community. The Museum offers educational resources for Oberlin College faculty and students as well as other colleges and universities, K-12 teachers, children, and families. |
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | In addition to funds from student organizations, the College maintains agency funds for various purposes including fellowships funded by outside foundations. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | Oberlin College's endowment spending policy is set by the College's Board of Trustees. The Board of Trustees takes great care in developing the broad objectives and specific spending methodology, giving consideration to a number of factors, including preservation of the College's endowment for perpetuity, economic conditions and the possible impact of inflation and deflation, the College's historical total return on endowment, the expected total returns and the related investment policies and targeted allocations to achieve the expected returns, and the other financial resources of the College. The broad objectives of the endowment spending policy are to increase the real value of the endowment, to provide a dependable stream of current earnings distribution from the endowment pool to the College, to release earnings at a rate sustainable over the long term, and to seek to provide predictability and stability of endowment spending essential for long range planning. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | The College is exempt from Federal income taxes under Internal Revenue Code Section 501(c)(3). The College generates minor amounts of unrelated business income, annually files Form 990-T and pays taxes on such income. The College recognizes the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the College, the continued tax-exempt status of bonds issued by the College and various positions related to potential sources of unrelated taxable income. The College believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. As of June 30, 2025, the College's income tax years from 2019 and thereafter remain subject to examination by the Internal Revenue Service, as well as various state and local taxing authorities. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY | The College publicizes its racially nondiscriminatory policy through newspaper advertising, the College course catalog, the student regulations, policies and procedures publication, and employee handbooks. The College follows a voluntary affirmative action plan. |
| Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT | Oberlin College participates in various student financial aid programs from the U.S. Department of Education, including the following programs: PELL Grants, Supplemental Educational Opportunity Grants, Perkins Loans, and College Work-Study programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (18 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $374,824,796 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $82,044,310 | |
| North America (Canada & Mexico only) | 0 | 0 | Investments | $3,015,986 | |
| Central America and the Caribbean | 0 | 0 | Program Services | $70,963 | STUDY ABROAD PROGRAMS |
| East Asia and the Pacific | 0 | 0 | Program Services | $229,826 | STUDY ABROAD PROGRAMS |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $1,658,712 | STUDY ABROAD PROGRAMS |
| Middle East and North Africa | 0 | 0 | Program Services | $40,895 | STUDY ABROAD PROGRAMS |
| South America | 0 | 0 | Program Services | $146,583 | STUDY ABROAD PROGRAMS |
| Sub-Saharan Africa | 0 | 0 | Program Services | $63,955 | STUDY ABROAD PROGRAMS |
| Central America and the Caribbean | 0 | 0 | Program Services | $478,057 | GRANTMAKING |
| East Asia and the Pacific | 0 | 0 | Program Services | $5,532,765 | GRANTMAKING |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $1,309,332 | GRANTMAKING |
| Middle East and North Africa | 0 | 0 | Program Services | $279,111 | GRANTMAKING |
| North America (Canada & Mexico only) | 0 | 0 | Program Services | $770,468 | GRANTMAKING |
| Russia and Neighboring States | 0 | 0 | Program Services | $486,198 | GRANTMAKING |
| South America | 0 | 0 | Program Services | $714,070 | GRANTMAKING |
| Sub-Saharan Africa | 0 | 0 | Program Services | $1,384,692 | GRANTMAKING |
| South Asia | 0 | 0 | Program Services | $1,668,391 | GRANTMAKING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $471,666,027 | SubtotalSpentAmt |
| Continuation Spent | $3,053,083 | ContinuationSpentAmt |
| Total Spent | $474,719,110 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIPS | Central America and the Caribbean | 7 | $478,057 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | East Asia and the Pacific | 149 | $5,532,765 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Europe (Including Iceland and Greenland) | 21 | $1,309,332 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Middle East and North Africa | 5 | $279,111 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | North America (Canada & Mexico only) | 18 | $770,468 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Russia and Neighboring States | 6 | $486,198 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | South America | 12 | $714,070 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | Sub-Saharan Africa | 17 | $1,384,692 | CREDIT TO ACCOUNT |
| SCHOLARSHIPS | South Asia | 31 | $1,668,391 | CREDIT TO ACCOUNT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | The College ensures that its grants are used for educational purposes by applying the financial aid awards directly to the students' accounts for those students that study abroad. |
| Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | CENTRAL AMERICA AND THE CARIBBEAN-Cash; EAST ASIA AND THE PACIFIC-Cash; EUROPE (INCLUDING ICELAND AND GREENLAND)-Cash; MIDDLE EAST AND NORTH AFRICA-Cash; NORTH AMERICA (CANADA & MEXICO ONLY)-Cash; RUSSIA AND NEIGHBORING STATES-Cash; SOUTH AMERICA-Cash; SOUTH ASIA-Cash; SUB-SAHARAN AFRICA-Cash |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| City Fresh | ||||||||
| 44333 State Route 511 | Oberlin | OH | 44035 | 522237568 | 501c3 | $6,500 | FMV | The funds will be used for the purchasing of permaculture installation, tools and equipment, compost installation supplies, and hoophouse renovations. The Green EDGE Fund is supporting this project because City Fresh supports sustainable local agriculture and aligns with our goal of supporting projects that benefit Oberlin and Northeast Ohio. The renovation of a new hoophouse will be beneficial to the farm, the recipients of Community Supported Agriculture, and the students and visitors of the farm. |
| Our Family (Fathers and Mothers Involved in Local Youth) | ||||||||
| 234 Hemlock Dr | Elyria | OH | 44074 | 208535326 | 501c3 | $6,758 | FMV | This grant will cover the installation of an open classroom that will be built at Legion fields garden. The project also includes a summer internship program for middle or high school students to foster engagement with sustainable gardening practices. |
| Providing Oberlin with Efficiency Responsibility (POWER) | ||||||||
| 500 E Lorain St O | Oberlin | OH | 44074 | 272327255 | 501c3 | $10,000 | FMV | Carbon management grants are utilized for projects that are situated in or around Oberlin and provide verifiable carbon sequestration benefits. This aligns with our mission to reduce the community's dependence on fossil fuels and foster sustainable energy technologies. This project will contribute to the reduction of carbon emissions and promote sustainable heating solutions. |
| Village Family Farms Foundation | ||||||||
| 18005 Hillgrove Ave | Cleveland | OH | 44119 | 921029009 | 501c3 | $10,500 | FMV | This project offers Oberlin college students an educational internship opportunity, running from Fall 2024 through Summer 2025, with the potential to establish ongoing programming. This unique, immersive experience allows interns to gain hands-on training and develop skills in key areas such as student engagement within the CMSD school district, Farmers Market management, Hydroponic and traditional farming techniques, and community outreach. The funds will be used to cover the costs associated with installing a reliable water access system to support the urban farm. |
| Hispanic Ministries of Tuscarawas County | ||||||||
| 818 Boulevard St | Dover | OH | 44622 | 311555846 | 501c3 | $10,600 | FMV | A sustainability grant of $10,600 to fund the Community Garden Project with Mayan Families, which aims to create greater food sovereignty and connection to land among Mayan communities in Northeast Ohio. The funds will be used for garden fencing and tools. The Green EDGE Fund is supporting this project because it creates opportunities for sustainable engagement with the land on a community-wide scale. |
| Western Reserve Land Conservancy | ||||||||
| 3850 Chagrin River Rd | Moreland Hills | OH | 44022 | 341571233 | 501c3 | $35,000 | FMV | The funds will be used to cover the unexpected costs of redirecting trails around newly discovered wetland areas on the Oberlin Preserve. |
| NATURAL AREAS LAND CONSERVANCY | ||||||||
| 3850 Chagrin River Rd | Chagrin FallsMoreland | OH | 44022 | 510542269 | 501c3 | $25,000 | FMV | Grant to fund the Huntington Woods Preserve Project, which aims to protect and restore the 34.4-acre Huntington Woods Preserve located in Huntington Township, Lorain County. This area consists of 32 acres of pristine forest and is dominated by native species, but it's currently at risk of being sold for logging |
| Oberlin Early Childhood Center | ||||||||
| 317 E College St | Oberlin | OH | 44074 | 237313925 | 501c3 | $38,000 | FMV | Ensure continued funding for the OECC between August 2024 through September 2025 |
| City Of Oberlin | ||||||||
| 500 E Lorain St | Oberlin | OH | 44074 | 346002073 | State of Ohio | $50,708 | FMV | To provide funding to the City of Oberlin to finance and purchase of Fire Truck 43 for the Oberlin Fire department. |
| Oberlin Unitarian Universalist Fell | ||||||||
| 355 E Lorain St | Oberlin | OH | 44074 | 341316111 | 501c3 | $63,000 | FMV | To fund Oberlin's Unitarian Universalist Fellowship's proposal titled "Electrifying Oberlin One Building at a Time." The project seeks to replace the church's three gas furnaces with high-efficiency heat pumps, furthering their goal of reducing their carbon footprint. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Scholarships | 2691 | $98,426,171 | CASH |
| Green Edge Fund Grant | 5 | $12,211 | CASH |
| Launch U Grant | 5 | $7,381 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | The College ensures that its grants of student financial aid are used for the intended educational purpose by applying the awards directly to the students' tuition balances instead of issuing checks. The College also makes entrepreneurial and environmental grants through its Launch U Program and Green EDGE Fund. Potential grantees submit applications for the grants, and after a rigorous review process, grants are awarded. Grantees are required to submit reports which indicate how the grant funds were spent. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CARMEN AMBAR | ||||||||||||||
| PRESIDENT | $582,900 | $0 | $0 | $0 | $10,062 | $0 | $131,600 | $0 | $155,219 | $0 | $879,781 | $0 | $0 | $0 |
| REBECCA VAZQUEZ-SKILLINGS | ||||||||||||||
| Vice President for Finance and Administration | $287,194 | $0 | $0 | $0 | $414 | $0 | $26,266 | $0 | $48,827 | $0 | $362,701 | $0 | $0 | $0 |
| MATTHEW LAHEY | ||||||||||||||
| Vice President, Gen Counsel & Secretary | $281,275 | $0 | $0 | $0 | $414 | $0 | $25,721 | $0 | $48,316 | $0 | $355,726 | $0 | $0 | $0 |
| MICHAEL GRZESIAK | ||||||||||||||
| Vice President, Advancement | $267,541 | $0 | $0 | $0 | $774 | $0 | $26,571 | $0 | $37,599 | $0 | $332,485 | $0 | $0 | $0 |
| DAVID KAMITSUKA | ||||||||||||||
| DEAN OF ARTS & SCIENCES | $260,996 | $0 | $0 | $0 | $1,188 | $0 | $76,100 | $0 | $36,597 | $0 | $374,881 | $0 | $0 | $0 |
| KAREN GOFF | ||||||||||||||
| Vice President and Dean of Students | $251,829 | $0 | $0 | $0 | $414 | $0 | $22,146 | $0 | $103,799 | $0 | $378,188 | $0 | $0 | $0 |
| WILLIAM QUILLEN | ||||||||||||||
| DEAN OF CONSERVATORY | $257,472 | $0 | $0 | $0 | $270 | $0 | $21,474 | $0 | $43,263 | $0 | $322,479 | $0 | $0 | $0 |
| MANUEL CARBALLO | ||||||||||||||
| Vice President/Dean of Admissions & Financial Aid | $235,672 | $0 | $0 | $0 | $270 | $0 | $22,139 | $0 | $48,667 | $0 | $306,748 | $0 | $0 | $0 |
| DAVID HERTZ | ||||||||||||||
| Chief of Staff & Strategy Officer | $226,459 | $0 | $833 | $0 | $1,188 | $0 | $23,164 | $0 | $33,309 | $0 | $284,953 | $0 | $0 | $0 |
| NATALIE WINKELFOOS | ||||||||||||||
| Director Athletics & Physical Ed; Assoc VP Ath | $202,669 | $0 | $0 | $0 | $180 | $0 | $16,728 | $0 | $27,480 | $0 | $247,057 | $0 | $0 | $0 |
| JOSHUA JENSEN | ||||||||||||||
| Vice President, Communications | $202,610 | $0 | $0 | $0 | $270 | $0 | $18,717 | $0 | $18,222 | $0 | $239,819 | $0 | $0 | $0 |
| JULIENNE MELVIN | ||||||||||||||
| Associate Vice President for Finance and Administration | $181,405 | $0 | $762 | $0 | $1,133 | $0 | $19,692 | $0 | $36,961 | $0 | $239,953 | $0 | $0 | $0 |
| JUN YANG | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $465,820 | $0 | $288,449 | $0 | $774 | $0 | $31,600 | $0 | $56,025 | $0 | $842,668 | $0 | $0 | $0 |
| MARCEL MUTSINDASHYAKA | ||||||||||||||
| Chief Information Officer | $204,878 | $0 | $0 | $0 | $162 | $0 | $17,544 | $0 | $46,487 | $0 | $269,071 | $0 | $0 | $0 |
| KEVIN BROWN | ||||||||||||||
| CHIEF FACILITIES OFFICER | $208,786 | $0 | $0 | $0 | $774 | $0 | $20,703 | $0 | $839 | $0 | $231,102 | $0 | $0 | $0 |
| JOSEPH VITALE JR | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $193,992 | $0 | $0 | $0 | $774 | $0 | $20,117 | $0 | $19,786 | $0 | $234,669 | $0 | $0 | $0 |
| KATARZYNA KARAPUDA | ||||||||||||||
| Associate Director of Investments | $198,248 | $0 | $74,079 | $0 | $178 | $0 | $21,786 | $0 | $832 | $0 | $295,123 | $0 | $0 | $0 |
| JOHN DUCA | ||||||||||||||
| PROFESSOR | $225,714 | $0 | $0 | $0 | $1,188 | $0 | $22,057 | $0 | $839 | $0 | $249,798 | $0 | $0 | $0 |
| LAURA BAUDOT | ||||||||||||||
| PROFESSOR | $181,237 | $0 | $14,167 | $0 | $269 | $0 | $18,140 | $0 | $27,339 | $0 | $241,152 | $0 | $0 | $0 |
| MARIA MILLER | ||||||||||||||
| James Monroe Professor | $187,532 | $0 | $0 | $0 | $381 | $0 | $17,003 | $0 | $787 | $0 | $205,703 | $0 | $0 | $0 |
| PETER SLOWIK | ||||||||||||||
| Professor | $191,845 | $0 | $4,250 | $0 | $2,169 | $0 | $19,361 | $0 | $972 | $0 | $218,597 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a Housing allowance or residence for personal use | The university president resides in a university owned house as required by contract. The House is located on campus and is used by the president for university functions including Receptions, dinners and other business events. The sect. 119 rules are met and, as a result, The fair market value of this benefit is considered nontaxable compensation to the President. Karen Goff also receives a nontaxable housing allowance out of convenience for the University. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | The following individuals participate in a 457(f) plan that is considered a supplemental non-qualified retirement plan. For year ended June 30, 2025, the following employer contributions were made: Carmen Twillie Ambar: $100,000 David Kamitsuka: $49,980 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| OHEFC April 2017 Bonds | ||||||||
| A | 346849674 | 67756DNB8 | 2017-04-12 | $43,220,316 | Educational Facilities; includes partial advance refunding of Series 2009 (10-1-2009) and new money | Yes (true) | false | false |
| OHEFC April 2023A Bond Series | ||||||||
| B | 346849674 | 67756DM60 | 2023-05-09 | $120,898,356 | Educational Facilities; new money. | false | false | false |
| OHEFC April 2023B Bond Series | ||||||||
| C | 346849674 | 67756DN69 | 2023-07-01 | $31,738,989 | Educational Facilities; advance refunding of Series 2013 (9-12-2013) | false | false | false |
| OHEFC April 2024 Bond | ||||||||
| D | 346849674 | 2024-04-22 | $30,000,000 | Educational Facilities; new money. | false | false | false | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,035,000 | $3,100,000 | $43,220,316 | $0 | $0 | $17,424,343 | $495,973 | $0 | $25,300,000 | $0 | $0 | $0 | 2020 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $120,898,356 | $0 | $0 | $0 | $898,356 | $0 | $0 | $72,150,304 | $0 | $47,849,696 | 2024 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $0 | $0 | $31,738,989 | $0 | $0 | $0 | $231,826 | $0 | $0 | $0 | $31,507,163 | $0 | 2023 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $0 | $0 | $30,000,000 | $0 | $0 | $0 | $203,750 | $0 | $0 | $0 | $0 | $30,000,000 | 2025 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| B | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| C | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
| D | false | false | false | false | false | false | 0.0 | 0.0 | 0.0 | false | false | 0 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| C | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| D | false | Yes (true) | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $631,007 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 70 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,347,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Musical Instruments | 3 | $252,000 | Cost |
| Yes (X) | Academic Equipment | 1 | $49,010 | Cost |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Art - Works of art - number of contributions Securities - Publicly traded - number of contributions Other - Musical Instruments number of contributions Other - Academic Equipment number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6 Number of Volunteers | The Alumni Association would not be able to support such a wide range of programs and activities without the dedication and commitment of many alumni. We value the contributions of alumni and encourage them to find a volunteer activity of interest. We offer many ways for alumni to stay engaged and to support the college and our students. Volunteers can: -Get involved with a regional or international club -Recruit new students for Oberlin as an Alumni Admissions Recruiter -Attend an admissions fair or host an admissions gathering. -Become an alumni advisor on our online networking platform, Wisr -Encourage others to make a difference through fundraising as a Class Ambassador -Volunteer for an affinity or chartered group -Serve on the Alumni Leadership Council or a working committee -Serve on a reunion planning committee -Offer summer and Winter Term internships -Serve as a social media ambassador -Host a student intern in their home -Host an event in their home or office |
| Form 990, Part I, Line 1 ORGANIZATION'S MISSION | OBERLIN COLLEGE AND CONSERVATORY EDUCATE STUDENTS FOR LIVES OF INTELLECTUAL, MUSICAL AND ARTISTIC RIGOR AND BREADTH, SUSTAINED INQUIRY, CREATIVITY AND INNOVATION, AND LEADERSHIP. OBERLIN AIMS TO PREPARE GRADUATES WITH THE KNOWLEDGE, SKILLS, AND PERSPECTIVES ESSENTIAL TO CONFRONT COMPLEX ISSUES AND TO CREATE CHANGE AND VALUE IN THE WORLD. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Board of Trustees delegated the task of reviewing Form 990 to the Audit Committee, pursuant to the College's by-laws and approved via a vote of the entire board. An electronic draft copy of the Form 990 was provided to the audit committee for review in advance of its meeting on February 26, 2026. Following the review with the outside accounting firm and receiving the audit committee's approval of the Form 990, the College distributed the Form 990 to the full Board of Trustees prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | All officers, trustees, directors, and key employees are required to disclose at least annually, and within thirty days after a material change, any relationships, positions, or circumstances that they believe could contribute to a conflict of interest, via a disclosure form that is circulated, along with the College's Conflict of Interest Policy, to all such individuals. The General Counsel and Secretary of the College reviews and analyzes any conflicts and maintains copies of disclosure statements. Violations of the conflict of interest policy are communicated to the Chair of the Audit Committee and the Controller of the College, investigated by the College, and promptly corrected, including, where applicable, disciplinary action, up to the individual's removal from his or her position. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | Pursuant to the College's by-laws, approved via a vote of the full Board, the compensation arrangements for the President and select officers and key employees are approved in advance through the following process. The Compensation Subcommittee of the Board's Executive Committee organizes and conducts the review of the President as the College's Chief Executive Officer, and makes recommendations to the Executive Committee and the Board concerning the compensation of the President and select officers and key employees. The Compensation Subcommittee consists of Trustees without a conflict of interest with respect to the compensation arrangement. In formulating its recommendations, the Compensation subcommittee obtains and relies upon comparability data regarding the compensation of the President and select officers and key employees at similarly situated private colleges and universities. The subcommittee presents to the Executive Committee its written report and recommendations. The Executive Committee may approve the subcommittee's report and recommendations or act otherwise, and the Executive Committee's action is then presented to the full Board in executive session for ratification. A written report of the approved compensation determination and the basis for that determination is subsequently filed and preserved with the College's General Counsel and Secretary. |
| Form 990, Part VI, Line 19 Required documents available to the public | The College makes its governing documents available to the public upon request. Its audited financial statements are posted on its website. The College does not make its conflict policy available to the public. |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | Post-retirement benefit obligation adjustment - 10958597; Redesignated funds and other - 1625045; Total - 12583642; |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| College Properties of Oberlin Inc | ||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 341658407 | Property Holding | OH | 501(c)(3) | Type I | Oberlin College | Yes (true) |
| College Properties of Northern Ohio Inc | ||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 340960554 | Property Holding | OH | 501(c)(3) | Type I | Oberlin College | Yes (true) |
| Oberlin Shansi Memorial Association | ||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 340768350 | Educational | OH | 501(c)(3) | Type III-FI | NA | false |
| Oberlin College Broadcasting Inc | ||||||||||
| 70 N Professor St | Oberlin | OH | 44074 | 263344852 | Broadcasting Education | OH | 501(c)(3) | Type I | Oberlin College | Yes (true) |
| The Five Colleges of Ohio | ||||||||||
| 209 Chase Avenue Eaton Center | Gambier | OH | 43022 | 311440434 | Educational Consortium | OH | 501(c)(3) | Type I | NA | false |
| Associated Kyoto Program | ||||||||||
| 173 W Lorain St | Oberlin | OH | 44074 | 042996114 | Study Abroad Program | MA | 501(c)(3) | Type III-FI | NA | false |
| Great Lakes Colleges Association | ||||||||||
| 535 W William St | Ann Arbor | MI | 48103 | 381678376 | Educational Consortium | MI | 501(c)(3) | Type I | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|
| Charitable Remainder Trusts (1) | |||||||
| 173 W Lorain Street | Oberlin | OH | 44074 | Charitable Trust | NY | Trust | false |
| Charitable Remainder Trusts (7) | |||||||
| 173 W Lorain Street | Oberlin | OH | 44074 | Charitable Trust | OH | Trust | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| College Properties of Northern Ohio | ||
| D | $19,375,171 | FMV |
| College Properties of Oberlin | ||
| J | $193,308 | Cash |