2024-05-13T09:35:21-05:00 2023-06-30 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2022-07-01 314441082 THE OHIO FOUNDATION OF INDEPENDENT COLLEGES OHIO 6144691950 60 COLLEGEVIEW RD SUITE 107 WESTERVILLE OH 43081 WILLIAM SPIKER PRESIDENT 6144691950 2024-05-09 1 WILLIAM SPIKER 999009999 0 NATOSHA CARR P01225377 6148852208 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM SPIKER 60 COLLEGEVIEW RD SUITE 107 WESTERVILLE OH 43081 4967887 0 X OFIC.ORG X 1950 OH TO SOLICIT CONTRIBUTIONS FROM THE CORPORATE COMMUNITY AND PRIVATE FOUNDATIONS ON BEHALF OF 33 MEMBER-COLLEGE/UNIVERSITIES THAT SERVE NEARLY 80,000 STUDENTS. MEMBERS ARE NONPROFIT, PRIVATELY CONTROLLED, 4-YEAR COLLEGES/UNIVERSITIES CHARTERED BY THE STATE OF OHIO, ARE FULLY ACCREDITED BY HIGHER LEARNING COMMISSION, AND HAVE A CURRICULAR PROGRAM IN TRADITIONAL LIBERAL ARTS. CONTRIBUTIONS TO OFIC ARE DISTRIBUTED TO COLLEGES/UNIVERSITIES ANNUALLY AND PROVIDE TUITION ASSISTANCE AND OPERATIONAL SUPPORT. OFIC PROVIDES ITS DONORS WITH AN EFFICIENT MEANS TO SUPPORT INDEPENDENT HIGHER EDUCATION. OFIC ALSO PROVIDES PROGRAMS TO PROMOTE CORPORATE/INDEPENDENT HIGHER EDUCATION PARTNERSHIPS AND PROVIDES LEADERSHIP IN DEVELOPING EFFORTS THAT RESULT IN REDUCED COSTS AND IMPROVED BUSINESS PRACTICES FOR ITS MEMBERS. 76 76 10 76 0 0 2394002 2874925 1151991 1160337 622061 470959 0 0 4168054 4506221 2076959 2734729 0 0 1061052 861893 0 0 500397 520977 656235 3658988 4252857 509066 253364 7138726 7625784 434620 363718 6704106 7262066 X TO SOLICIT CONTRIBUTIONS FROM THE CORPORATE COMMUNITY AND PRIVATE FOUNDATIONS ON BEHALF OF 33 MEMBER-COLLEGE/UNIVERSITIES THAT SERVE NEARLY 80,000 STUDENTS. MEMBERS ARE NONPROFIT, PRIVATELY CONTROLLED, 4-YEAR COLLEGES/UNIVERSITIES CHARTERED BY THE STATE OF OHIO, ARE FULLY ACCREDITED BY HIGHER LEARNING COMMISSION, AND HAVE A CURRICULAR PROGRAM IN TRADITIONAL LIBERAL ARTS. CONTRIBUTIONS TO OFIC ARE DISTRIBUTED TO COLLEGES/UNIVERSITIES ANNUALLY AND PROVIDE TUITION ASSISTANCE AND OPERATIONAL SUPPORT. OFIC PROVIDES ITS DONORS WITH AN EFFICIENT MEANS TO SUPPORT INDEPENDENT HIGHER EDUCATION. OFIC ALSO PROVIDES PROGRAMS TO PROMOTE CORPORATE/INDEPENDENT HIGHER EDUCATION PARTNERSHIPS AND PROVIDES LEADERSHIP IN DEVELOPING EFFORTS THAT RESULT IN REDUCED COSTS AND IMPROVED BUSINESS PRACTICES FOR ITS MEMBERS. 0 0 2710529 2441471 870253 ADMINISTER AND CARRY OUT SUCCESSFUL SCHOLARSHIP PROGRAMS - THE OHIO SCHOLARS PROGRAM AND SCHOLARSHIP MANAGEMENT RESOURCES - THAT PROVIDE CASH DISTRIBUTIONS TO COLLEGES AND UNIVERSITIES FOR STUDENT SCHOLARSHIPS AND AWARDS. THESE FUNDS NOT ONLY PROVIDE FINANCIAL ASSISTANCE FOR STUDENTS, BUT ALSO OFFER OHIO'S BUSINESS AND INDUSTRY WITH AN OPPORTUNITY TO CULTIVATE FUTURE LEADERS AND EMPLOYEES. THESE DISTRIBUTIONS INCLUDE FINANCIAL AID AND SPECIAL PROGRAM GRANTS FOR COLLEGE CAMPUS ACTIVITIES. AS AN EXTENSION OF THIS PROGRAM, OFIC CONDUCTS ANNUAL JOB FAIRS - THE CAREERFEST AND THE ACCOUNTING CAREERFEST - PROGRAMS THAT ALLOW STUDENTS TO MEET AND INTERVIEW WITH OFIC DONOR COMPANIES AND OTHER INTERESTED PARTICIPANTS. 293258 293258 ESTABLISH A STRONG VOLUNTEER NETWORK OF BUSINESS/INDUSTRY AND COLLEGE/UNIVERSITY PROFESSIONALS TO CONDUCT AN ANNUAL SOLICITATION PROGRAM THAT PROVIDES UNRESTRICTED DISTRIBUTIONS TO OHIO INDEPENDENT COLLEGES AND UNIVERSITIES. UNRESTRICTED CONTRIBUTIONS TO OFIC ARE DISTRIBUTED IN ENTIRETY TO THE 33 OFIC-MEMBER COLLEGES AND UNIVERSITIES IN ACCORDANCE WITH A DISTRIBUTION FORMULA THAT REQUIRES 60% OF THE TOTAL TO BE DIVIDED EQUALLY AND 40% OF THE TOTAL TO BE BASED UPON EACH MEMBER'S FULL-TIME AND FULL-TIME EQUIVALENT UNDERGRADUATE ENROLLMENTS. THIS IS AN IMPORTANT SOURCE OF FINANCIAL SUPPORT FOR OUR MEMBERS, ALLOWING THEM TO APPLY IT TO AREAS OF GREATEST NEED AND ENABLING THEM TO RELY ON SOURCES OTHER THAN JUST TUITION TO SUPPORT COSTS ASSOCIATED WITH PROVIDING AN ACCESSIBLE, QUALITY EDUCATION. 297494 290084 COORDINATE AND FACILITATE COLLABORATIVE PROGRAMS DESIGNED TO HELP OHIO'S INDEPENDENT COLLEGES AND UNIVERSITIES CONSERVE COSTS AND IMPROVE OPERATING EFFICIENCIES, AS WELL AS COORDINATE AND IMPLEMENT PROGRAMS DESIGNED TO BRING EDUCATION AND BUSINESS TOGETHER FOR SPECIFIC PURPOSES SUCH AS MINORITY RECRUITMENT/RETENTION, STUDENT ADVANCEMENT/ACCESS TO HIGHER EDUCATION. 3301281 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 76 76 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 1 1 1 1 0 X X BRETT FIELDS 6144691950 60 COLLEGEVIEW RD SUITE 107 WESTERVILLE OH 43081 RANDALL K MARKER CHAIR 1.00 X X 0 0 0 BARBARA J BRITENRIKER VICE CHAIR (CORPORATE) 1.00 X X 0 0 0 WILLIAM N RUUD VICE CHAIR (COLLEGIATE) 1.00 X X 0 0 0 SUSAN S HASSELER VICE CHAIR ELECT (COLLEGIATE) 1.00 X X 0 0 0 JAMES G FAHEY TREASURER 1.00 X X 0 0 0 TIMOTHY COLLINS SECRETARY 1.00 X X 0 0 0 JAMES M GASIOR PAST CHAIR 1.00 X X 0 0 0 JIM CARULAS VICE CHAIR (COLLEGIATE) 1.00 X X 0 0 0 CARLOS CAMPO TRUSTEE 1.00 X 0 0 0 SEAN M DECATUR TRUSTEE 1.00 X 0 0 0 CHRISTINE DE VINNE TRUSTEE 1.00 X 0 0 0 MICHAEL MUSE TRUSTEE 1.00 X 0 0 0 EDDIE TAYLOR TRUSTEE 1.00 X 0 0 0 ADAM WEINBERG TRUSTEE 1.00 X 0 0 0 ROBERT W MALONE TRUSTEE 1.00 X 0 0 0 ROBERT G MERZWEILER TRUSTEE 1.00 X 0 0 0 CHRISTINE L WALKER TRUSTEE 1.00 X 0 0 0 CATHERINE BELDEN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER V GOFF TRUSTEE 1.00 X 0 0 0 T STEPHEN GREGORY TRUSTEE 1.00 X 0 0 0 TRACY L SABO TRUSTEE 1.00 X 0 0 0 RANDOLPH L SNOW TRUSTEE 1.00 X 0 0 0 EVAN J ANDREWS TRUSTEE 1.00 X 0 0 0 THOMAS R SCHUCK TRUSTEE 1.00 X 0 0 0 AARON WILLIAMS TRUSTEE 1.00 X 0 0 0 THOMAS D BECHTEL CPA TRUSTEE 1.00 X 0 0 0 GABRIEL BRUNO TRUSTEE 1.00 X 0 0 0 JAMES P CARULAS TRUSTEE 1.00 X 0 0 0 MATTHEW A DANIS TRUSTEE 1.00 X 0 0 0 JIM MALZ TRUSTEE 1.00 X 0 0 0 SUZANNE MIKLOS TRUSTEE 1.00 X 0 0 0 TIMOTHY G NOVOTNY TRUSTEE 1.00 X 0 0 0 TODD F CLOSSIN TRUSTEE 1.00 X 0 0 0 FREDERICK G HADLEY TRUSTEE 1.00 X 0 0 0 FRANCIE B HENRY TRUSTEE 1.00 X 0 0 0 KEVIN J KALE TRUSTEE 1.00 X 0 0 0 RALPH SMITHERS TRUSTEE 1.00 X 0 0 0 BEAR MONITA TRUSTEE 1.00 X 0 0 0 TIM ALTER TRUSTEE 1.00 X 0 0 0 STEPHEN A HIRZEL TRUSTEE 1.00 X 0 0 0 MICHAEL KORALEWSKI TRUSTEE 1.00 X 0 0 0 RONALD A MCMASTER TRUSTEE 1.00 X 0 0 0 DAVID L BELEW TRUSTEE 1.00 X 0 0 0 WARD J TIMKEN TRUSTEE 1.00 X 0 0 0 CHARLES J TYBURSKI TRUSTEE 1.00 X 0 0 0 CARMEN TWILLIE AMBAR TRUSTEE 1.00 X 0 0 0 TREVOR M BATES TRUSTEE 1.00 X 0 0 0 DAVID P HANEY TRUSTEE 1.00 X 0 0 0 FATHER DAVID PIVONKA TRUSTEE 1.00 X 0 0 0 BRIAN D POSLER TRUSTEE 1.00 X 0 0 0 TIMOTHY J COLLINS TRUSTEE 1.00 X 0 0 0 JOHN COMERFORD TRUSTEE 1.00 X 0 0 0 DAVID R DECKER TRUSTEE 1.00 X 0 0 0 SISTER CHRISTINE DEVINNE TRUSTEE 1.00 X 0 0 0 KATHERINE ROWE FELL TRUSTEE 1.00 X 0 0 0 MICHAEL FRANDSEN TRUSTEE 1.00 X 0 0 0 ROBERT C HELMER TRUSTEE 1.00 X 0 0 0 ROBERT H HUNTINGTON TRUSTEE 1.00 X 0 0 0 ROCKWELL F JONES TRUSTEE 1.00 X 0 0 0 DAVID L KAUFMAN TRUSTEE 1.00 X 0 0 0 RICHANNE C MANKEY TRUSTEE 1.00 X 0 0 0 ALAN MICIAK TRUSTEE 1.00 X 0 0 0 J MICHAEL PRESSIMONE TRUSTEE 1.00 X 0 0 0 LILLIAN SCHUMACHER TRUSTEE 1.00 X 0 0 0 HENRY SPAULDING TRUSTEE 1.00 X 0 0 0 THOMAS WHITE TRUSTEE 1.00 X 0 0 0 JANE WOOD TRUSTEE 1.00 X 0 0 0 CONNIE GALLAHER TRUSTEE 1.00 X 0 0 0 MICHAEL GILLIGAN TRUSTEE 1.00 X 0 0 0 YVETTE HUNSICKER TRUSTEE 1.00 X 0 0 0 HARIS PRATSINAKIS TRUSTEE 1.00 X 0 0 0 MELISSA BAUMANN TRUSTEE 1.00 X 0 0 0 ROBERT A GERVASI TRUSTEE 1.00 X 0 0 0 TERRY KELLER TRUSTEE 1.00 X 0 0 0 GREGORY J MILLER TRUSTEE 1.00 X 0 0 0 WAYNE WEBSTER TRUSTEE 1.00 X 0 0 0 BILL SPIKER PRESIDENT 40.00 X 212800 0 57108 212800 0 57108 1 0 1 0 0 2874925 2874925 ASSESSMENT INCOME 611710 1160337 1160337 1160337 180238 180238 752387 461666 290721 290721 290721 4506221 1160337 0 470959 2734729 2734729 269908 107852 53195 108861 420563 168052 82887 169624 31201 12467 6150 12584 99247 39658 19560 40029 40974 16373 8075 16526 98544 27460 44535 26549 59698 59698 93337 26009 42181 25147 29223 13296 3799 12128 7163 3259 931 2973 71640 32596 9313 29731 19897 7951 3921 8025 2343 936 462 945 4785 1912 943 1930 10243 4093 2019 4131 OUTSIDE SERVICES 98544 98544 PROGRAM AWARENESS 87773 87773 SERVICE CONTRACTS AND E 23083 10503 3001 9579 MEMBER ASSESSMENT 17325 17325 32637 6362 11965 14310 4252857 3301281 451179 500397 712015 603250 94070 273489 21430 23051 0 4784 6306427 6710027 0 15967 7138726 7625784 225417 229100 83268 125935 134618 434620 363718 X 428655 503125 6275451 6758941 6704106 7262066 7138726 7625784 253364 304597 0 X X 0 1 X 1 0 X 2444430 2686709 2961572 2394002 2874925 13361638 2444430 2686709 2961572 2394002 2874925 13361638 806405 12555233 92133 73789 66553 167159 180238 579872 13941510 6102463 0.90060 0.91180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5799133 651984 306670 6144447 8107302 2048 -2060729 249488 5799133 6702903 15400 1707619 303172 15448 8107302 6519301 4300 235626 43548 12776 6702903 5636434 105521 975008 188067 9595 6519301 0.00000 1.00000 0.00000 0 0 0 FUNDS HELD ON BEHALF OF OTHERS 118990 OPERATING LEASE LIABILITY 15628 134618 X 4751120 304597 304597 4446523 59698 59698 4506221 4193160 0 4193160 59698 59698 4252858 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENTS IS TO PRESERVE PRINCIPLE AND TO DISTRIBUTE A PERCENTAGE OF THE EARNINGS TO COLLEGES AND UNIVERSITIES FOR SCHOLARSHIPS OR OPERATIONS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS ANY UNRELATED BUSINESS INCOME TAX DUE. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS 1 ASHLAND UNIVERSITY 401 COLLEGE AVE ASHLAND OH 44805 340714626 60381 0 SCHOLARSHIPS BALDWIN WALLACE UNIVERSITY 275 EASTLAND RD BEREA OH 44017 340174629 72379 0 SCHOLARSHIPS & UNRESTRICTED BALL STATE UNIVERSITY 2000 W UNIVERSITY AVE MUNCIE IN 47306 356000221 14859 0 SCHOLARSHIPS & UNRESTRICTED BARD COLLEGE 30 CAMPUS RD ANNANDALE ON HUDSON NY 12504 141713034 10338 0 SCHOLARSHIPS & UNRESTRICTED BLUFFTON UNIVERSITY 1 UNIVERSITY DR BLUFFTON OH 45817 344428207 36202 0 SCHOLARSHIPS BUTLER UNIVERSITY 4600 SUNSET AVE INDIANAPOLIS IN 46208 350867977 16086 0 SCHOLARSHIPS & UNRESTRICTED CAPITAL UNIVERSITY 1 COLLEGE AND MAIN COLUMBUS OH 43209 314379435 65948 0 SCHOLARSHIPS CEDARVILLE UNIVERSITY 251 NORTH MAIN ST CEDARVILLE OH 45314 310536647 82777 0 SCHOLARSHIPS CLEVELAND STATE UNIVERSITY 2121 EUCLID AVE CLEVELAND OH 44115 340966056 6804 0 SCHOLARSHIPS & UNRESTRICTED DEFIANCE COLLEGE 701 N CLINTON DEFIANCE OH 43512 344430762 43080 0 SCHOLARSHIPS & UNRESTRICTED DENISON UNIVERSITY 1 MAIN ST GRANVILLE OH 43023 314379459 65998 0 SCHOLARSHIPS DOMINICAN UNIVERSITY 7900 DIVISION ST RIVER FOREST IL 60305 362167855 6000 0 SCHOLARSHIPS FRANCISCAN UNIVERSITY OF STEUBENVILLE 1235 UNIVERSITY BLVD STEUBENVILLE OH 43952 340714818 61410 0 SCHOLARSHIPS & UNRESTRICTED FRANKLIN UNIVERSITY 201 S GRANT AVE COLUMBUS OH 43215 310707369 78078 0 SCHOLARSHIPS & UNRESTRICTED GRAND VALLEY STATE UNIVERSITY 1 CAMPUS DR ALLENDALE MI 49401 381684280 12743 0 SCHOLARSHIPS HEIDELBERG UNIVERSITY 301 E MARKET ST TIFFIN OH 44883 344428219 46065 0 SCHOLARSHIPS HIRAM COLLEGE 6832 HINSDALE ST HIRAM OH 44234 340714670 40831 0 SCHOLARSHIPS & UNRESTRICTED HOLYOKE HIGH SCHOOL 500 BEECH STREET HOLYOKE MA 01040 19588 0 SCHOLARSHIPS & UNRESTRICTED INDIANA UNIVERSITY 1024 E 3RD ST BLOOMINGTON IN 47405 356001673 11043 0 SCHOLARSHIPS IVY TECH COMMUNITY COLLEGE 50 W FALL CREEK PARKWAY N DR INDIANAPOLIS IN 46208 351180631 6400 0 SCHOLARSHIPS JOHN CARROLL UNIVERSITY 20700 N PARK BLVD CLEVELAND OH 44118 340714681 61907 0 SCHOLARSHIPS & UNRESTRICTED KENT STATE UNIVERSITY 800 E SUMMIT ST KENT OH 44242 316402079 15762 0 SCHOLARSHIPS & UNRESTRICTED KENYON COLLEGE 106 COLLEGE PARK ST GAMBIER OH 43022 314379507 47639 0 SCHOLARSHIPS LAKE ERIE COLLEGE 391 W WASHINGTON ST PAINESVILLE OH 44077 340733165 36535 0 SCHOLARSHIPS LOURDES UNIVERSITY 6832 CONVENT BLVD SYLVANIA OH 43560 341226547 45274 0 SCHOLARSHIPS MALONE UNIVERSITY 2600 CLEVELAND AVE NW CANTON OH 44709 340737794 29967 0 SCHOLARSHIPS & UNRESTRICTED MARIETTA COLLEGE 215 5TH ST MARIETTA OH 45750 314379584 51003 0 SCHOLARSHIPS MOREHEAD STATE UNIVERSITY 207 HOWELL MCDOWELL ADMIN MOREHEAD KY 40351 611014029 6500 0 SCHOLARSHIPS & UNRESTRICTED MOUNT VERNON NAZARENE UNIVERSITY 800 MARTINSBURG RD MT VERNON OH 43050 310725957 45410 0 SCHOLARSHIPS & UNRESTRICTED MURRAY STATE UNIVERSITY 102 CURRIS CTR MURRAY KY 42071 616053844 17392 0 SCHOLARSHIPS & UNRESTRICTED MUSKINGUM UNIVERSITY 163 STORMONT ST NEW CONCORD OH 43762 314379515 51891 0 SCHOLARSHIPS NOTRE DAME COLLEGE 4545 COLLEGE RD SOUTH EUCLID OH 44121 340714689 44346 0 SCHOLARSHIPS & UNRESTRICTED OBERLIN COLLEGE 173 W LORAIN ST OBERLINE OH 44074 340714363 67581 0 SCHOLARSHIPS & UNRESTRICTED OHIO DOMINICAN UNIVERSITY 1216 SUNBURY RD COLUMBUS OH 43219 314379560 48097 0 SCHOLARSHIPS OHIO NORTHERN UNIVERSITY 525 S MAIN ST ADA OH 45810 344429091 66349 0 SCHOLARSHIPS OHIO WESLEYAN UNIVERSITY 61 S SANDUSKY ST DELAWARE OH 43015 314379585 57156 0 SCHOLARSHIPS & UNRESTRICTED OTTERBEIN UNIVERSITY 102 W COLLEGE AVE WETERVILLE OH 43081 314379532 54242 0 SCHOLARSHIPS PURDUE UNIVERSITY 2550 NORTHWESTERN AVE SUITE 1100 WEST LAYAYETTE IN 47906 356002041 53994 0 SCHOLARSHIPS & UNRESTRICTED THE COLLEGE OF WOOSTER 1101 NORTH BEVER STREET WOOSTER OH 44691 340714654 55107 0 SCHOLARSHIPS & UNRESTRICTED THE UNIVERSITY OF FINDLAY 1000 N MAIN ST FINDLAY OH 45840 344431169 63831 0 SCHOLARSHIPS & UNRESTRICTED TIFFIN UNIVERSITY 155 MIAMI STREET TIFFIN OH 44883 344427516 49772 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF EVANSVILLE 1800 LINCOLN AVE EVANSVILLE IN 47722 350868074 25529 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN 620 EAST JOHN STREET CHAMPAIGN IL 61820 376000511 39250 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF KENTUCKY 100 WD FUNKHOUSER BLDG LEXINGTON KY 40506 616033693 10889 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF LOUISVILLE SERVICE COMPLEX BLDG LOUISVILLE KY 40292 611014882 12500 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF MOUNT UNION 1972 CLARK AVE ALLIANCE OH 44601 340714687 62664 0 SCHOLARSHIPS UNIVERSITY OF NOTRE DAME 128 MCKENNA HALL NOTRE DAME IN 46556 350868188 12142 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF SOUTHERN INDIANA 8600 UNIVERSITY BLVD EVANSVILLE IN 47712 351308176 93393 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF VERMONT 85 SOUTH PROSPECT ST BURLINGTON VT 05405 030179440 22941 0 SCHOLARSHIPS & UNRESTRICTED URSULINE COLLEGE 2550 LANDER RD PEPPER PIKE OH 44124 340714777 36926 0 SCHOLARSHIPS WALSH UNIVERSITY 2020 E MAPLE ST NW NORTH CANTON OH 44720 340868798 48927 0 SCHOLARSHIPS WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HEIGHTS BLVD BOWLING GREEN KY 42101 616055628 19068 0 SCHOLARSHIPS WILMINGTON COLLEGE 1870 QUAKER WAY WILMINGTON OH 45177 310537514 51445 0 SCHOLARSHIPS WITTENBERG UNIVERSITY 734 WOODLAWN AVE SPRINGFIELD OH 45504 310537177 52089 0 SCHOLARSHIPS NORTHERN KENTUCKY UNIVERSITY 416 NUNN DRIVE HIGHLAND HEIGHTS KY 41099 611010545 8500 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF CINCINNATI PO BOX 210125 CINCINNATI OH 45221 316000989 22937 0 SCHOLARSHIPS YOUNGSTOWN STATE UNIVERSITY ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 341580579 23614 0 SCHOLARSHIPS OHIO UNIVERSITY PO BOX 960 ATHENS OH 45701 316402113 15709 0 SCHOLARSHIPS GEORGE WASHINGTON UNIVERSITY 45155 RESEARCH PL ASHBURN VA 20147 530196584 6272 0 SCHOLARSHIPS & UNRESTRICTED HAWAII PACIFIC UNIVERSITY 1 ALOHA TOWER DR HONOLULU HI 96813 990113930 6000 0 SCHOLARSHIPS & UNRESTRICTED ITHACA COLLEGE 953 DANBY RD ITHACA NY 14850 150532204 5775 0 SCHOLARSHIPS IUPUI 420 UNIVERSITY BLVD INDIANAPOLIS IN 46202 356001673 14200 0 SCHOLARSHIPS & UNRESTRICTED INDIANA UNIVERSITY BLOOMINGTON 1024 E 3RD STREET BLOOMINGTON IN 47405 356001673 33829 0 SCHOLARSHIPS & UNRESTRICTED INDIANA UNIVERSITY SOUTH BEND 1024 E 3RD STREET BLOOMINGTON IN 47405 356001673 15771 0 SCHOLARSHIPS & UNRESTRICTED INDIANA STATE UNIVERSITY 200 NORTH 7TH STREET TERRE HAUTE IN 47809 356001670 5750 0 SCHOLARSHIPS & UNRESTRICTED LORAIN COUNTY COMMUNITY COLLEGE 1005 ABBE RD N ELYRIA OH 44035 340930187 5872 0 SCHOLARSHIPS & UNRESTRICTED MIAMI UNIVERSITY 301 S CAMPUS AVE OXFORD OH 45056 316402089 15750 0 SCHOLARSHIPS & UNRESTRICTED MOUNT HOLYOKE COLLEGE 50 COLLEGE ST SOUTH HADLEY MA 01075 042103578 10738 0 SCHOLARSHIPS & UNRESTRICTED MILWAUKEE SCHOOL OF ENGINEERING 1025 N BROADWAY MILWAUKEE WI 53202 390477970 10000 0 SCHOLARSHIPS & UNRESTRICTED NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 362167817 5083 0 SCHOLARSHIPS & UNRESTRICTED SAINT XAVIER UNIVERSITY 3700 W 103RD ST CHICAGO IL 60655 362177133 10000 0 SCHOLARSHIPS & UNRESTRICTED SYRACUSE UNIVERSITY 900 S CROUSE AVE SYRACUSE NY 13244 150532081 10960 0 SCHOLARSHIPS & UNRESTRICTED THE GEORGE WASHINGTON UNIVERSITY 2121 I ST NW WASHINGTON DC 20052 530196584 6272 0 SCHOLARSHIPS & UNRESTRICTED THOMAS MORE UNIVERSITY 333 THOMAS MORE PARKWAY CRESTVIEW HILLS KY 41017 610448560 6000 0 SCHOLARSHIPS & UNRESTRICTED THE UNIVERSITY OF ALABAMA 106 STUDENT SERVICES CENTER TUSCALOOSA AL 35487 636001138 11250 0 SCHOLARSHIPS & UNRESTRICTED THE COLLEGE OF THE ATLANTIC 105 EDEN ST BAR HARBOR ME 04609 237032625 5631 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF ILLINOIS CHICAGO 1200 W HARRISON ST CHICAGO IL 60607 376000511 12000 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF IOWA 2400 UNIVERSITY CAPITOL CENTRE IOWA CITY IA 52242 062761671 6300 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF CINCINNATI CLERMONT 4200 CLERMONT COLLEGE DR BATAVIA OH 45103 316000989 5500 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF MASSACHUSETTS AMHERST 81 PRESIDENTS DRIVE AMHERST MA 01003 542084125 21346 0 SCHOLARSHIPS & UNRESTRICTED UNIVERSITY OF TENNESSEE 1015 VOLUNTEER BLVD KNOXVILLE TN 37996 626001445 6500 0 SCHOLARSHIPS & UNRESTRICTED THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43210 316025986 30567 0 SCHOLARSHIPS & UNRESTRICTED 86 0 PART I, LINE 2: UNRESTRICTED GRANTS ARE MADE TO MEMBER COLLEGES AND UNIVERSITIES IN ACCORDANCE WITH MEMBERSHIP CRITERIA AND MEMBERSHIP GOOD-STANDING DETERMINED ON AN ANNUAL BASIS. SPECIFIC FUNDING FOR SCHOLARSHIPS/AWARDS IS BASED UPON INFORMATION RECEIVED FROM THE COLLEGES/UNIVERSITIES, AND SUBSEQUENT OFIC STAFF FOLLOW-UP WITH SAME TO DETERMINE CONTINUED ELIGIBILITY. X 1 1 X X 0 0 0 0 0 0 0 0 0 BILL SPIKER PRESIDENT 204300 0 8500 0 0 0 15183 0 41925 0 269908 0 0 0 PART I, LINE 1A PAYMENT WAS MADE IN ACCORDANCE WITH THE PRESIDENT'S EMPLOYMENT AGREEMENT AND WAS TAXABLE. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE CONSISTS OF THE ELECTED OFFICERS OF THE BOARD, IMMEDIATE PAST CHAIR, AND MEMBERS-AT-LARGE ELECTED BY THE BOARD OF TRUSTEES. THIS BODY IS COMPOSED OF SEVEN MEMBER-COLLEGE TRUSTEES AND SEVEN CORPORATE TRUSTEES. THE PRESIDENT OF THE FOUNDATION IS EX-OFFICIO OF THE EXECUTIVE COMMITTEE HAS POWER TO ACT FOR THE BOARD IN LINE WITH POLICIES CREATED BY DEATH, RESIGNATION, OR INCAPACIATION OF ANY OFFICER. THE TERM OF AN INTERIM APPOINTEE EXPIRES AT THE NEXT MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE 33 PRIVATE COLLEGES/UNIVERSITIES IN OHIO WHO PAY AN ANNUAL DUES ASSESSMENT TO OFIC. THE INSTITUTIONS ARE THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B IN THAT THE PRESIDENTS OF THE MEMBER INSTITUTIONS ARE AUTOMATICALLY MEMBERS OF THE OFIC BOARD OF TRUSTEES, THE MEMBER PRESIDENTS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTING FIRM AND REVIEWED FOR APPROVAL BY THE OFIC PRESIDENT, VP OF OPERATIONS, AND AUDIT COMMITTEE PRIOR TO FILING WITH THE IRS. THE 990 IS MADE AVAILABLE (ONLINE) TO THE ENTIRE OFIC BOARD AFTER ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REVIEW AND RE-SIGNING OF POLICY BY OFIC BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEY DATA OR STUDIES ARE CONSIDERED ON AN ANNUAL BASIS BY THE OFIC PERSONNEL COMMITTEE WHO MAKES RECOMMENDATIONS TO THE OFIC EXECUTIVE COMMITTEE FOR APPROVAL. THE OFIC BOARD HAS FINAL APPROVAL OF THE EXECUTIVE COMMITTEE ACTIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE PROVIDED UPON REQUEST TO OFIC. FORM 990, PART XII, LINE 2C OFIC HAS ESTABLISHED AN AUDIT COMMITTEE TO ADMINISTER THE OVERSIGHT PROCESS AND/OR SELECTION PROCESS OF ITS INDEPENDENT ACCOUNTANT.