2024-02-26T15:51:32-06:00 2023-08-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990EZ 2022-09-01 316050636 OHIO RETIRED TEACHER FOUNDATION OHIO 6142273102 225 EAST BROAD STREET COLUMBUS OH 43215 MARK HILL SECRETARY/TREASURER 6142273102 2024-02-26 1 MARK HILL 999009999 0 JANE E PFEIFER P00014949 6148852208 2024-02-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X N/A X X 3267 X 3267 3267 3007 3007 260 321888 71444 393592 X 4395 1388 317493 392204 321888 393592 0 0 321888 393592 X TO PROVIDE A SUPPLEMENT TO RETIREMENT INCOME FOR RETIREES IN SEVERE FINANCIAL CIRCUMSTANCES. PROVIDE RETIRED TEACHERS WITH SUFFICIENT INCOME TO MEET LIVING EXPENSES AT HOME OR A RETIREMENT COMMUNITY, DEFRAY COSTS OF MEDICINE, MEDICAL AND/OR SURGICAL EXPENSES. 0 0 SCOTT DIMAURO PRESIDENT 1.00 0 0 0 JEFF WENSING VICE PRESIDENT 1.00 0 0 0 MARK HILL SECRETARY/TREASURER 1.00 0 0 0 MELINDA CAMPBELL BOARD MEMBER 1.00 0 0 0 DELORIS ROME HUDSON BOARD MEMBER 1.00 0 0 0 NORVAL CRANDALL BOARD MEMBER 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KRISTY SPIRES 225 EAST BROAD STREET COLUMBUS OH 43215 6142273102 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 OHIO EDUCATION ASSOCIATION 314269414 10 1 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE SUPPORTED ORGANIZATION, OHIO EDUCATION ASSOCIATION (OEA), IS A MEMBER-BASED ORGANIZATION. A MAJORITY OF OEA'S SUPPORT COMES FROM MEMBERSHIP DUES AND IS THEREFORE FUNDED THROUGH MANY INDIVIDUALS. THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) IS CERTAINTLY MET WITH THIS FACT PATTERN. PART IV, SECTION A, LINE 3C: THE SUPPORTED ORGANIZATION, OHIO EDUCATION ASSOCIATION (OEA), IS A 501(C)(6) ORGANIZATION THAT FILES THE FORM 990. OEA HAS MANY CONTROLS IN PLACE TO ENSURE THAT ALL SUPPORT IS USED FOR SECTION 170(C)(2). CONTROLS INCLUDE THE ORGANIZATION'S CONSTITUTION AND BYLAWS AS WELL AS ITS CONFLICT OF INTEREST POLICY. PART IV, SECTION A, LINE 2: THE SUPPORTED ORGANIZATION, OHIO EDUCATION ASSOCIATION (OEA), IS A MEMBER-BASED ORGANIZATION. A MAJORITY OF OEA'S SUPPORT COMES FROM MEMBERSHIP DUES AND IS THEREFORE FUNDED THROUGH MANY INDIVIDUALS. THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) IS CERTAINTLY MET WITH THIS FACT PATTERN. FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: DIVIDENDS. AMOUNT: 3,267. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: STATE FILING CHARGES. AMOUNT: 100. DESCRIPTION: BANK FEES. AMOUNT: 282. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 2,625. TOTAL TO FORM 990-EZ, LINE 16: 3,007. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALISED GAIN. AMOUNT: 71,444. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PUBLICLY TRADED INVESTMENTS. BEG. OF YEAR AMOUNT: 317,493. END OF YEAR AMOUNT: 392,204. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.