2026-05-15T13:30:20-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1785 INDIAN WOOD CIRCLE MAUMEE OH 43537 990 2024-07-01 201625785 OWENS COMMUNITY COLLEGE FOUNDATION OWEN 5676617532 30335 OREGON ROAD PERRYSBURG OH 43551 KELLE M PACK VP OF INST. ADVANCEMENT & EXEC DIR. 5676617532 2026-05-15 1 0 DIANN STRETTEN P01983935 4197942000 2026-05-08 2024 2025-03-06 01:10:19Z KELLE M PACK 30335 OREGON ROAD PERRYSBURG OH 43551 2818420 0 X HTTPS://WWW.OWENS.EDU/FOUNDATION/ X 2003 OH THE MISSION OF THE OWENS COMMUNITY COLLEGE FOUNDATION IS TO DEVELOP AND PROVIDE RESOURCES TO ADVANCE THE COLLEGE'S MISSION OF SERVING OUR STUDENTS AND OUR COMMUNITY. WE INVEST IN YOUR SUCCESS. 15 15 0 15 0 0 408639 404582 0 0 689364 506444 13135 -10092 1111138 900934 427861 709990 0 0 0 0 0 0 21678 117763 140979 545624 850969 565514 49965 8478623 9170123 65110 8721 8413513 9161402 THE MISSION OF THE OWENS COMMUNITY COLLEGE FOUNDATION IS TO DEVELOP AND PROVIDE RESOURCES TO ADVANCE THE COLLEGE'S MISSION OF SERVING OUR STUDENTS AND OUR COMMUNITY. WE INVEST IN YOUR SUCCESS. 0 0 480195 480195 0 THE FOUNDATION PROVIDES FUNDING TO VARIOUS COLLEGE DEPARTMENTS AND PROGRAMS FOR EQUIPMENT, SUPPLIES, ADVERTISING, SPECIAL EVENTS, AND ANY OTHER SUPPORT THAT CANNOT BE SUPPLIED BY THE COLLEGE BUDGET. 229795 229795 0 THE FOUNDATION AWARDED 211 SCHOLARSHIPS TO STUDENTS TO COVER TUITION, FEES, AND OTHER EDUCATIONAL EXPENSES TO ATTEND OWENS COMMUNITY COLLEGE. 709990 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MIRANDA ZATKO 5676617532 30335 OREGON ROAD PERRYSBURG OH 43551 X KELLE PACK VP, INSTITUTIONAL ADVANCEMENT & ED 40.00 X 0 0 0 DIANA TALMAGE CHAIR 2.00 X X 0 0 0 DANIEL KIMMETT VICE CHAIR 2.00 X X 0 0 0 JAMES BAEHREN TREASURER 2.00 X X 0 0 0 WALTER CELLEY SECRETARY 2.00 X X 0 0 0 MICHAEL BRIDENBAKER DIRECTOR AT LARGE 0.50 X 0 0 0 THOMAS DANIELS DIRECTOR AT LARGE 0.50 X 0 0 0 MICHAEL DUFFEY DIRECTOR AT LARGE 0.50 X 0 0 0 JEFFREY GANUES DIRECTOR AT LARGE 0.50 X 0 0 0 JEANNIE HYLANT DIRECTOR AT LARGE 0.50 X 0 0 0 VAISHALI LAD DIRECTOR AT LARGE 0.50 X 0 0 0 LAUREN LOGAN DIRECTOR AT LARGE 0.50 X 0 0 0 RONALD MCMASTER DIRECTOR AT LARGE 0.50 X 0 0 0 JASON MESTELLER DIRECTOR AT LARGE 0.50 X 0 0 0 CHARLENE PAGE DIRECTOR AT LARGE 0.50 X 0 0 0 ARTHUR SMITH DIRECTOR AT LARGE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 60215 344367 37687 404582 160444 160444 2234300 1888300 346000 346000 346000 16640 60215 29186 -12546 -12546 MISCELLANEOUS 900099 2454 2454 2454 900934 0 0 496352 480195 480195 229795 229795 59 59 12323 12323 34205 34205 3170 3170 1461 1461 16401 4232 12169 6355 6355 6374 6374 5400 5400 MAINTENANCE & REPAIRS 38070 38070 SPECIAL EVENTS 9509 9509 LICENSES & FEES 2738 2738 MATERIALS & SUPPLIES 2592 2592 2322 2322 850969 709990 119301 21678 354275 521965 26553 3900 0 375 8097795 7788733 855150 8478623 9170123 15110 0 50000 0 0 8721 65110 8721 X 2511492 2801612 5902021 6359790 8413513 9161402 8478623 9170123 49965 693924 4000 0 X 0 1 X 1 0 X 1156270 453209 320787 408639 404582 2743487 1156270 453209 320787 408639 404582 2743487 217584 2525903 90224 107244 140836 143862 160444 642610 2454 2454 3388551 0.74540 0.61290 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2024 AMOUNT: $ 2,454. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 5203515 40534 729530 179171 5468 36567 5752373 4443362 93281 922375 186690 39019 29794 5203515 4065244 90628 516503 165898 34442 28673 4443362 4641715 64342 -441579 135112 32269 31853 4065244 3420332 351414 1055800 128885 31425 25521 4641715 0.00800 0.51820 0.47380 0 0 0 15,000 SHARES VANGUARD FTSE DEVELOPED MKT ETF 855150 F 855150 NET INTERCOMPANY PAYABLE 8721 8721 X 1593839 693924 4000 29186 727110 866729 34205 34205 900934 845950 29186 29186 816764 34205 34205 850969 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. GOLF OUTING 76855 60215 16640 1911 2821 9180 6821 10 8443 76855 60215 16640 1911 2821 9180 6821 10 8443 29186 -12546 1 OWENS STATE COMMUNITY COLLEGE 30335 OREGON ROAD PERRYSBURG OH 43551 341059164 SECTION 115 480195 0 N/A N/A PROVIDE PROGRAM & CAPITAL SUPPORT 0 1 SCHOLARSHIPS 211 229795 0 N/A N/A PART I, LINE 2: THE OWENS COMMUNITY COLLEGE FOUNDATION SOLICITS APPLICATIONS FROM STUDENTS AND THE FINANCIAL AID OFFICE PROVIDES RELEVANT INFORMATION, INCLUDING FINANCIAL NEED, FOR EACH APPLICANT. A SCHOLARSHIP COMMITTEE CONSISTING OF STAFF MEMBERS OF OWENS COMMUNITY COLLEGE IS APPOINTED BY THE FOUNDATION'S EXECUTIVE DIRECTOR TO REVIEW THE APPLICATIONS AND SELECT THE AWARD RECIPIENTS BASED ON THE CRITERIA THAT IS SET FORTH FOR THE VARIOUS SCHOLARSHIP FUNDS. THESE CRITERIA INCLUDE SUCH THINGS AS FINANCIAL NEED, GRADE POINT AVERAGE, AND AREA OF STUDY. X DIESEL TECHNICIAN PROGRAM TO USE FOR TEACHING, USE ON CAMPUS, OR SELL 1 15000 FAIR MARKET VALUE X CUMMINS B6.7 ENGINE FOR TRAINING 1 10000 FAIR MARKET VALUE X 17.5 TON PRECEDENT PACKAGED ROOFTOP HVAC USED FOR CLASSROOM INSTRUCTIO 1 8000 FAIR MARKET VALUE X OTHER VARIOUS NON-CASH DONATIONS 27 4687 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS COMPLETE AND SIGN AN ANNUAL CONFLICT OF INTEREST QUESTIONNAIRE DISCLOSING POTENTIAL CONFLICTS. CONFLICTS OF INTEREST ARE MONITORED AND ENFORCED THROUGH THE OWENS COMMUNITY COLLEGE FOUNDATION COMMITTEE ON GOVERNANCE. THE FOUNDATION HAS A POLICY ON CONFLICTS OF INTEREST. EACH YEAR BOARD MEMBERS ARE REQUIRED TO COMPLETE A DIRECTOR QUESTIONNAIRE DISCLOSING ANY POTENTIAL CONFLICTS. SHOULD A CONFLICT ARISE, THE BOARD MEMBER HAVING THE CONFLICT OF INTEREST WILL BE REQUIRED TO REFRAIN FROM PARTICIPATING IN THE DISCUSSION, CONSIDERATION OF, AND VOTING ON ANY MATTER RELATED TO THE APPLICABLE CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.