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OWENS COMMUNITY COLLEGE FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OWENS COMMUNITY COLLEGE FOUNDATION (EIN 20-1625785)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202611359349310011
Schema version
2024v5.5
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T13:30:20-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11785 INDIAN WOOD CIRCLEAddressLine1Txt
CityMAUMEECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43537ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201625785EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLE M PACKPersonNm
Person TitleVP OF INST. ADVANCEMENT & EXEC DIR.PersonTitleTxt
Phone5676617532PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANN STRETTENPreparerPersonNm
PTINP01983935PTIN
Phone4197942000PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKELLE M PACKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130335 OREGON ROADAddressLine1Txt
CityPERRYSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43551ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,818,420GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.OWENS.EDU/FOUNDATION/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2003FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE OWENS COMMUNITY COLLEGE FOUNDATION IS TO DEVELOP AND PROVIDE RESOURCES TO ADVANCE THE COLLEGE'S MISSION OF SERVING OUR STUDENTS AND OUR COMMUNITY. WE INVEST IN YOUR SUCCESS.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$408,639PYContributionsGrantsAmt
CY Contributions Grants$404,582CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$689,364PYInvestmentIncomeAmt
CY Investment Income$506,444CYInvestmentIncomeAmt
PY Other Revenue$13,135PYOtherRevenueAmt
CY Other Revenue-$10,092CYOtherRevenueAmt
PY Total Revenue$1,111,138PYTotalRevenueAmt
CY Total Revenue$900,934CYTotalRevenueAmt
PY Grants And Similar Paid$427,861PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$709,990CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$21,678CYTotalFundraisingExpenseAmt
PY Other Expenses$117,763PYOtherExpensesAmt
CY Other Expenses$140,979CYOtherExpensesAmt
PY Total Expenses$545,624PYTotalExpensesAmt
CY Total Expenses$850,969CYTotalExpensesAmt
PY Revenues Less Expenses$565,514PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$49,965CYRevenuesLessExpensesAmt
Total Assets BOY$8,478,623TotalAssetsBOYAmt
Total Assets EOY$9,170,123TotalAssetsEOYAmt
Total Liabilities BOY$65,110TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,721TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,413,513NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,161,402NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE OWENS COMMUNITY COLLEGE FOUNDATION IS TO DEVELOP AND PROVIDE RESOURCES TO ADVANCE THE COLLEGE'S MISSION OF SERVING OUR STUDENTS AND OUR COMMUNITY. WE INVEST IN YOUR SUCCESS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$480,195ExpenseAmt
Grant$480,195GrantAmt
Revenue$0RevenueAmt
DescTHE FOUNDATION PROVIDES FUNDING TO VARIOUS COLLEGE DEPARTMENTS AND PROGRAMS FOR EQUIPMENT, SUPPLIES, ADVERTISING, SPECIAL EVENTS, AND ANY OTHER SUPPORT THAT CANNOT BE SUPPLIED BY THE COLLEGE BUDGET.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$229,795ExpenseAmt
Grant$229,795GrantAmt
Revenue$0RevenueAmt
DescTHE FOUNDATION AWARDED 211 SCHOLARSHIPS TO STUDENTS TO COVER TUITION, FEES, AND OTHER EDUCATIONAL EXPENSES TO ATTEND OWENS COMMUNITY COLLEGE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$709,990TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMIRANDA ZATKOPersonNm
Phone5676617532PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KELLE PACK
VP, INSTITUTIONAL ADVANCEMENT & ED40.00Yes (X)$0$0$0
DIANA TALMAGE
CHAIR2.00Yes (X)$0$0$0Yes (X)
DANIEL KIMMETT
VICE CHAIR2.00Yes (X)$0$0$0Yes (X)
JAMES BAEHREN
TREASURER2.00Yes (X)$0$0$0Yes (X)
WALTER CELLEY
SECRETARY2.00Yes (X)$0$0$0Yes (X)
MICHAEL BRIDENBAKER
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
THOMAS DANIELS
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
MICHAEL DUFFEY
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
JEFFREY GANUES
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
JEANNIE HYLANT
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
VAISHALI LAD
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
LAUREN LOGAN
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
RONALD MCMASTER
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
JASON MESTELLER
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
CHARLENE PAGE
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
ARTHUR SMITH
DIRECTOR AT LARGE0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$60,215FundraisingAmt
All Other Contributions$344,367AllOtherContributionsAmt
Noncash Contributions$37,687NoncashContributionsAmt
Total Contributions$404,582TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$160,444TotalRevenueColumnAmt
Exclusion$160,444ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,234,300SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,888,300SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$346,000SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$346,000TotalRevenueColumnAmt
Exclusion$346,000ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$16,640FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$60,215ContriRptFundraisingEventAmt
Fundraising Direct Expenses$29,186FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$12,546TotalRevenueColumnAmt
Exclusion-$12,546ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$2,454TotalRevenueColumnAmt
Exclusion$2,454ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,454OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$900,934TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$496,352ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$480,195TotalAmt
Program Services$480,195ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$229,795TotalAmt
Program Services$229,795ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$59TotalAmt
Management And General$59ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,323TotalAmt
Management And General$12,323ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$34,205TotalAmt
Management And General$34,205ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,170TotalAmt
Management And General$3,170ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,461TotalAmt
Management And General$1,461ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$16,401TotalAmt
Management And General$4,232ManagementAndGeneralAmt
Fundraising$12,169FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,355TotalAmt
Management And General$6,355ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$6,374TotalAmt
Management And General$6,374ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,400TotalAmt
Management And General$5,400ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MAINTENANCE & REPAIRS$38,070$38,070
SPECIAL EVENTS$9,509$9,509
LICENSES & FEES$2,738$2,738
MATERIALS & SUPPLIES$2,592$2,592

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,322TotalAmt
Management And General$2,322ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$850,969TotalAmt
Program Services$709,990ProgramServicesAmt
Management And General$119,301ManagementAndGeneralAmt
Fundraising$21,678FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$354,275BOYAmt
EOY$521,965EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$26,553BOYAmt
EOY$3,900EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$375EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,097,795BOYAmt
EOY$7,788,733EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$855,150EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,478,623BOYAmt
EOY$9,170,123EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$15,110BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$8,721EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$65,110BOYAmt
EOY$8,721EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,511,492BOYAmt
EOY$2,801,612EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,902,021BOYAmt
EOY$6,359,790EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,413,513BOYAmt
EOY$9,161,402EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,478,623BOYAmt
EOY$9,170,123EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$49,965ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$693,924NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$4,000DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,156,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$453,209CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$320,787CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$408,639CurrentTaxYearMinus1YearAmt
Current Tax Year$404,582CurrentTaxYearAmt
Total$2,743,487TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,156,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$453,209CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$320,787CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$408,639CurrentTaxYearMinus1YearAmt
Current Tax Year$404,582CurrentTaxYearAmt
Total$2,743,487TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$217,584SubstantialContributorsTotAmt
Public Support Total170$2,525,903PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$107,244CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$140,836CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$143,862CurrentTaxYearMinus1YearAmt
Current Tax Year$160,444CurrentTaxYearAmt
Total$642,610TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$2,454CurrentTaxYearAmt
Total$2,454TotalAmt
FieldValueIRS element (for citing)
Total Support$3,388,551TotalSupportAmt
Public Support CY1700.74540PublicSupportCY170Pct
Public Support PY1700.61290PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2024 AMOUNT: $ 2,454.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,203,515BeginningYearBalanceAmt
Contributions$40,534ContributionsAmt
Investment Earnings Or Losses$729,530InvestmentEarningsOrLossesAmt
Grants Or Scholarships$179,171GrantsOrScholarshipsAmt
Other Expenditures$5,468OtherExpendituresAmt
Administrative Expenses$36,567AdministrativeExpensesAmt
End Year Balance$5,752,373EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,420,332BeginningYearBalanceAmt
Contributions$351,414ContributionsAmt
Investment Earnings Or Losses$1,055,800InvestmentEarningsOrLossesAmt
Grants Or Scholarships$128,885GrantsOrScholarshipsAmt
Other Expenditures$31,425OtherExpendituresAmt
Administrative Expenses$25,521AdministrativeExpensesAmt
End Year Balance$4,641,715EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00800BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.51820PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.47380TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
Desc15,000 SHARES VANGUARD FTSE DEVELOPED MKT ETFDesc
Book Value$855,150BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$855,150TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescNET INTERCOMPANY PAYABLEDesc
Amt$8,721Amt
FieldValueIRS element (for citing)
Total Liability$8,721TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,593,839TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$693,924NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$4,000DonatedServicesAndUseFcltsAmt
Other Revenue$29,186OtherRevenueAmt
Revenue Not Reported$727,110RevenueNotReportedAmt
Revenue Subtotal$866,729RevenueSubtotalAmt
Investment Expenses Not Incld$34,205InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$34,205RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$900,934TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$845,950TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$29,186OtherExpensesIncludedAmt
Expenses Not Reported$29,186ExpensesNotReportedAmt
Expenses Subtotal$816,764ExpensesSubtotalAmt
Investment Expenses Not Incld2$34,205InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$34,205ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$850,969TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:TO PROVIDE SCHOLARSHIPS FOR STUDENTS OF OWENS COMMUNITY COLLEGE, AND TO PROVIDE PROGRAM ASSISTANCE TO THE COLLEGE'S DEPARTMENTS.
PART X, LINE 2:THE INTERNAL REVENUE SERVICE, IN A LETTER DATED SEPTEMBER 29, 1997 AND AGAIN ON SEPTEMBER 22, 2004, DETERMINED THAT THE FOUNDATION WAS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2025 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 29,186.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 29,186.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF OUTINGEvent1Nm
Gross Receipts Event1$76,855GrossReceiptsEvent1Amt
Charitable Contri Event1$60,215CharitableContriEvent1Amt
Gross Revenue Event1$16,640GrossRevenueEvent1Amt
Cash Prizes Event1$1,911CashPrizesEvent1Amt
Non Cash Prizes Event1$2,821NonCashPrizesEvent1Amt
Rent Facility Costs Event1$9,180RentFacilityCostsEvent1Amt
Food And Beverage Event1$6,821FoodAndBeverageEvent1Amt
Entertainment Event1$10EntertainmentEvent1Amt
Other Direct Expenses Event1$8,443OtherDirectExpensesEvent1Amt
Gross Receipts Total$76,855GrossReceiptsTotalAmt
Charitable Contributions Tot$60,215CharitableContributionsTotAmt
Gross Revenue Total Events$16,640GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,911CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$2,821NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$9,180RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$6,821FoodAndBeverageTotalEventsAmt
Entertainment Total Events$10EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$8,443OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$29,186DirectExpenseSummaryEventsAmt
Net Income Summary-$12,546NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line130335 OREGON ROADAddressLine1Txt
CityPERRYSBURGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43551ZIPCd
FieldValueIRS element (for citing)
Recipient EIN341059164RecipientEIN
IRC SectionSECTION 115IRCSectionDesc
Cash Grant$480,195CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantPROVIDE PROGRAM & CAPITAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org0Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient211RecipientCnt
Cash Grant$229,795CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

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

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)DIESEL TECHNICIAN PROGRAM TO USE FOR TEACHING, USE ON CAMPUS, OR SELL1$15,000FAIR MARKET VALUE
Yes (X)CUMMINS B6.7 ENGINE FOR TRAINING1$10,000FAIR MARKET VALUE
Yes (X)17.5 TON PRECEDENT PACKAGED ROOFTOP HVAC USED FOR CLASSROOM INSTRUCTIO1$8,000FAIR MARKET VALUE
Yes (X)OTHER VARIOUS NON-CASH DONATIONS27$4,687FAIR MARKET VALUE
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE DISCLOSING POTENTIAL CONFLICTS. CONFLICTS OF INTEREST ARE MONITORED AND ENFORCED THROUGH THE OWENS COMMUNITY COLLEGE FOUNDATION COMMITTEE ON GOVERNANCE. THE FOUNDATION HAS A POLICY ON CONFLICTS OF INTEREST. EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A DIRECTOR QUESTIONNAIRE DISCLOSING ANY POTENTIAL CONFLICTS. SHOULD A CONFLICT ARISE, THE BOARD MEMBER HAVING THE CONFLICT OF INTEREST WILL BE REQUIRED TO REFRAIN FROM PARTICIPATING IN THE DISCUSSION, CONSIDERATION OF, AND VOTING ON ANY MATTER RELATED TO THE APPLICABLE CONFLICT.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.