2024-11-18T10:25:20-05:00 2024-06-30 311425630 THOMAS R DAYE & ASSOC CPAS INC 1105 SCHROCK RD STE 230 COLUMBUS OH 43229 990 2023-07-01 813554036 OHIO STATE UNIVERSITY RETIREES ASSOCIATION OHIO 6144433842 91 E DESHLER AVENUE COLUMBUS OH 43206 JOEL TEAFORD TREASURER 6148888699 2024-11-04 true true THOMAS R DAYE P00054489 6148888699 2024-11-18 2023 2024-10-15 13:58:12Z SANDY BELL 91 E DESHLER AVENUE COLUMBUS OH 43206 68832 false X WWW.ALUMNIGROUPS.OSU.EDU/OSURA X 1983 OH TO ENHANCE THE WELL-BEING OF ITS MEMBERS THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AND/OR EXPERIENCES THAT PROVIDE: -PERTINENT EDUCATION, SOCIAL AND RECREATIONAL ACTIVITIES; -INFORMATION OF IMPORTANCE TO THE MEMBER'S STATUS AS A RETIREE OF THE UNIVERSITY; -INFORMATION ABOUT WAYS OF MAINTAINING AND IMPROVING THE MEMBER'S HEALTH, ECONOMIC AND FINANCIAL CONDITIONS; -OPPORTUNITIES FOR MEMBERS TO MATAIN A RELATIONSHIP WITH AND SERVICE TO THE UNIVERSITY; AND -INFORMATION AND/OR ASSISTANCE TO A SURVIVING SPOUSE/PARTNER OR FAMILY IN CASE OF EXTREME ILLNESS OR DEATH. 23 23 0 23 0 23667 25595 40026 42590 2 238 -760 409 62935 68832 0 0 0 0 0 59741 65688 59741 65688 3194 3144 532123 539257 9285 5050 522838 534207 X TO ENHANCE THE WELL-BEING OF ITS MEMBERS THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AND/OR EXPERIENCES THAT PROVIDE: -PERTINENT EDUCATION, SOCIAL AND RECREATIONAL ACTIVITIES; -INFORMATION OF IMPORTANCE TO THE MEMBER'S STATUS AS A RETIREE OF THE UNIVERSITY; -INFORMATION ABOUT WAYS OF MAINTAINING AND IMPROVING THE MEMBER'S HEALTH, ECONOMIC AND FINANCIAL CONDITIONS; -OPPORTUNITIES FOR MEMBERS TO MATAIN A RELATIONSHIP WITH AND SERVICE TO THE UNIVERSITY; AND -INFORMATION AND/OR ASSISTANCE TO A SURVIVING SPOUSE/PARTNER OR FAMILY IN CASE OF EXTREME ILLNESS OR DEATH. false false 7980 26740 THE BENEFITS COMMITTEE MONITORS MOST ASPECTS OF OUR MEMBER-RETIREES' MAJOR CONCERNS INCLUDING THE REGULATION AND STATUS OF PENSIONS AND RETIREMENT INCOME, HEALTH COVERAGE AND CARE, PURLIC POLICY, ONGOING STATE/FEDERAL LEGISLATIVE ACTIVITY, LOCAL BENEFITS FOR RETIREES, AND RELATED AREAS. THIS BENEFITS ALL OUR MEMBERS (>2500). 28448 THE MONTHLY NEWSLETTER, AVAILABLE IN PRINT AND ONLINE, KEEPS THE >2500 MEMBERS INFORMED OF ALL THE OSURA EVENTS, ACTIVITIES, AND BENEFITS AND INCLUDES ARTICLES ON AREAS OF INTEREST FOR RETIREES. 22457 15850 ANNUAL FALL CONFERENCE, HELD EACH SEPTEMBER, IS AN ALL-DAY CONVOCATION, WHICH FEATURES A QUEST KEYNOTE ADDRESS, 15 EDUCATIONAL BREAKOUT SESSIONIS (EACH OF 45-55 MINUTES IN DURATION) AND 3 LOCAL OR CAMPUS TOURS OF AREAS OF INTEREST TO RETIREES. THE FALL CONFERENCE WAS WELL ATTENDED AND THE NEWSLETTER THEN PROVIDES A SUMMARY OF ALL THE SESSIONS TO >2500 MEMBER RETIREES. 58885 false true false false false false false false true false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 0 false false false false false false false false false false false false X 23 23 false false false false false false false true true false false false true true true true false true false false OH X THOMAS R DAYE ASSOCIATES CPA'S 6148888699 1105 SCHROCK ROAD SUITE 230 COLUMBUS OH 43229 X SANDY BELL PRESIDENT X X 0 0 0 SALLY DELLINGER VICE PRESIDE X X 0 0 0 PAMELA THOMAS SECRETARY X X 0 0 0 JOEL TEAFORD TREASURER X X 0 0 0 RAIMUND GOERLER HISTORIAN X X 0 0 0 NENA COUCH MEMBER AT LA X 0 0 0 CATHERINE MONTALTO MEMBER AT LA X 0 0 0 DOUGLAS TORRANCE MEMBER AT LA X 0 0 0 JULIE CARPENTER-HUBIN MEMBER AT LA X 0 0 0 GAIL CAPEL-STEPHENOFF MEMBER AT LA X 0 0 0 PETER THOMISON MEMBER AT LA X 0 0 0 CAROL NEWCOMB-ALUTTO COMMITTEE CH X 0 0 0 GERALD NEWSOM COMMITTEE CH X 0 0 0 MARIE TARIS COMMITTEE CH X 0 0 0 NANCY WARDWELL COMMITTEE CH X 0 0 0 SUSAN SCHNELL COMMITTEE CH X 0 0 0 RUTH ANDERSON COMMITTEE CH X 0 0 0 KAREN BRUNS COMMITTEE CH X 0 0 0 GEMMA MCLUCKIE COMMITTEE CH X 0 0 0 ELENORE R ZELLER COMMITTEE CH X 0 0 0 LYNNE BONENBERGER COMMITTEE CH X 0 0 0 CONSTANCE OULANOFF COMMITTEE CH X 0 0 0 BOB FURBEE COMMITTEE CH X 0 0 0 false false false 23355 2240 25595 MEMBERSHIP DUES & RELATIONS 900099 26740 26740 ANNUAL CONFERENCE 900099 15850 15850 42590 238 238 CULTURAL EVENT & TRAVEL 900099 409 409 409 68832 42590 647 4200 4200 28516 28516 22457 22457 2603 2603 TRAVEL AND MEETINGS 4060 4060 MEMBERSHIP COSTS 1024 1024 BIG 10 MEETING TRAVEL 1001 1001 DUES & DINNER SERIES 630 630 1197 1197 65688 58885 6803 0 16625 10412 36552 42255 5785 910 4295 473161 481385 532123 539257 9285 5050 9285 5050 X 505695 517064 17143 17143 522838 534207 532123 539257 3144 8225 X false false false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 473161 8225 481386 460666 3000 9495 473161 453661 5000 2005 460666 420136 33525 453661 370126 50010 420136 1.00000 false true false OSU QUASI-ENDOWMENT FUND 312225 C OSU ENDOWMENT FUND 169160 C 481385 SCHEDULE D, PAGE 4, PART XIII THE FUNDS ARE TO BE INVESTED IN THE UNIVERSITY'S PERMANENT ENDOWMENT FUND. THE ANNUAL INCOME FROM THE INVESTMENTS IS TO BE USED TO SUPPORT PROGRAMS AND ACTIVITIES THAT ENHANCE THE PURPOSES OF THE OHIO STATE UNIVERSITY RETIREES ASSOCIATION. FORM 990 - ORGANIZATION'S MISSION TO ENHANCE THE WELL-BEING OF ITS MEMBERS THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AND/OR EXPERIENCES THAT PROVIDE: -PERTINENT EDUCATION, SOCIAL AND RECREATIONAL ACTIVITIES; -INFORMATION OF IMPORTANCE TO THE MEMBER'S STATUS AS A RETIREE OF THE UNIVERSITY; -INFORMATION ABOUT WAYS OF MAINTAINING AND IMPROVING THE MEMBER'S HEALTH, ECONOMIC AND FINANCIAL CONDITIONS; -OPPORTUNITIES FOR MEMBERS TO MATAIN A RELATIONSHIP WITH AND SERVICE TO THE UNIVERSITY; AND -INFORMATION AND/OR ASSISTANCE TO A SURVIVING SPOUSE/PARTNER OR FAMILY IN CASE OF EXTREME ILLNESS OR DEATH. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S TREASURER PRIOR TO FILING. TO FACILITATE TIMELY FILING, A BOARD REVIEW OF THE 990 WAS CONDUCTED AFTER ITS FILING. FORM 990, PAGE 6, PART VI, LINE 12C TO COMPLY WITH THE CONFLICT OF INTEREST POLICY, THE ORGANIZATION MONITORS COMPLIANCE THROUGH MONTHLY GOVERNANCE COMMITTEE MEETINGS AND DISCUSSIONS. FORM 990, PAGE 6, PART VI, LINE 15A ALL OFFICERS, MEMBERS,AND STANDING COMMITTEE MEMBERS ARE VOLUNTEERS FOR THE ASSOCIATION. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE OHIO STATE UNIVERSITY 901 WOODY HAYES DR COLUMBUS OH 43210 316025986 HIGHER EDU OH 501C3 N/A false false false true false false false false false false false false false false false false false false false false THE OHIO STATE UNIVERSITY C 23355 ACTUAL AMOUNT