2024-05-08T15:02:14-05:00 2023-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-07-01 316401596 THE OHIO STATE UNIVERSITY ALUMNI ASSOCIATION OHIO 6142922200 2200 OLENTANGY RIVER ROAD COLUMBUS OH 432101061 MOLLY RANZ CALHOUN PRESIDENT/CEO 6142922200 2024-05-08 1 MOLLY RANZ CALHOUN 999009999 1 KATHY M MOSELEY P01289694 6142211120 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MOLLY RANZ CALHOUN 2200 OLENTANGY RIVER ROAD COLUMBUS OH 432101061 22249591 0 8074 X WWW.OSU.EDU/ALUMNI X 1992 OH TO BE THE HEART OF THE BUCKEYE ALUMNI COMMUNITY, INSPIRING AND CULTIVATING ENGAGED CITIZENS. THROUGH TIME AND CHANGE, WE ENRICH FIRM FRIENDSHIPS AMONG BUCKEYE ALUMNI OF THE OHIO STATE UNIVERSITY. 17 17 0 5500 55032 0 13246821 16867013 468054 597818 1614229 3089445 1107678 1695315 16436782 22249591 0 0 0 0 0 0 2306046 2602220 2602220 12455738 16561414 14761784 19163634 1674998 3085957 39400090 38062935 2205722 0 37194368 38062935 X TO BE THE HEART OF THE BUCKEYE ALUMNI COMMUNITY, INSPIRING AND CULTIVATING ENGAGED CITIZENS. THROUGH TIME AND CHANGE, WE ENRICH FIRM FRIENDSHIPS AMONG BUCKEYE ALUMNI OF THE OHIO STATE UNIVERSITY. 0 0 3685940 0 4035 CONNECTIONSTHE REGIONAL ENGAGEMENT PROGRAM IS THE PRIMARY METHOD THAT THE ASSOCIATION CAN PROVIDE LEADERSHIP AND PROGRAMMING SUPPORT FOR OUR ALUMNI CLUB LEADERS AND VOLUNTEERS. THE CLUBS ARE LOCATED IN OVER 150 CITIES, INCLUDING 8 OVERSEAS. OUR ENGAGEMENT TEAM HELPS THE VOLUNTEERS WITH A VARIETY OF ACTIVITIES, MANY OF WHICH SUPPORT SCHOLARSHIPS FOR CURRENT OHIO STATE STUDENTS. 2920167 0 455620 EXPERIENCESTHE CONSTITUENCY PROGRAMS REPRESENTS OPPORTUNITIES FOR ALUMNI TO ENGAGE WITH THE ALUMNI ASSOCIATION WITH THE INTENT TO DEVELOP A LONG-LASTING RELATIONSHIP. PROGRAMS BROADLY INCLUDES SOCIAL GATHERINGS, GAME WATCHES, FOOTBALL PRE-GAME EVENTS, NETWORKING EVENTS,FAMILY ACTIVITIES,ALUMNI TOURS AND OTHER GROUP ACTIVITIES WHERE ALUMNI ARE INVITED TO JOIN THE ASSOCIATION STAFF, FELLOW ALUMNI AND UNIVERSITY AMBASSADORS. PROGRAMS ARE HELD IN A VARIETY OF LOCATIONS, SOME OF WHICH ARE IN COLUMBUS BUT MANY OF WHICH ARE IN GEOGRAPHIC LOCATIONS ACROSS THE COUNTRY.THE ASSOCIATION ENGAGES IN A SET OF ACTIVITIES (PHONE CALLS, MAIL SOLICITATION, EMAIL SOLICITATION, ETC.) THAT ARE INTENDED TO GENERATE CONTRIBUTIONS TO THE OHIO STATE UNIVERSITY. THE PROGRAM IS ENTIRELY MANAGED AND DIRECTED BY THE ASSOCIATION. 1659652 0 44949 ADVOCACYACTIVELY ENCOURAGES OTHERS TO CONTRIBUTE THEIR TIME, TALENT OR TREASURE TO OHIO STATE. ADVOCATES HELP TO IDENTIFY AND DEVELOP FUTURE SUPPORTERS, FUELING THE ADVANCEMENT CONTINUUM, WHO WILL ACTIVATE AND LEVERAGE THEIR PERSONAL NETWORKS. CONNECTIONS MADE BY ADVOCATES INCREASE THE EFFICIENCY AND VELOCITY IN WHICH CONSTITUENTS MOVE THROUGH THE ADVANCEMENT CONTINUUM. ADVOCACY FOCUSES ON GOVERNMENT ADVOCATES, THE OSU EARLY INVESTOR NETWORK, DONOR LOYALTY, PARTNERSHIPS, THE YOUNG ALUMNI ACADEMY AND THE STUDENT ALUMNI COUNCIL. 3352448 0 84362 STRATEGY AND ADMINISTRATION 3352448 0 84362 11618207 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 48 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 0 0 0 OH X MOLLY RANZ CALHOUN 6142922200 2200 OLENTANGY RIVER ROAD COLUMBUS OH 432101061 X TED ADAMS DIRECTOR 5.00 X 0 0 0 STEPHANIE BAXTER DIRECTOR 5.00 X 0 0 0 JR BLACKBURN DIRECTOR 5.00 X 0 0 0 SUSAN BON DIRECTOR 5.00 X 0 0 0 STACIA BRETHERTON DIRECTOR 5.00 X 0 0 0 CONSTANCE CULLMAN DIRECTOR 5.00 X 0 0 0 MARK EPPERT CHAIR 5.00 X X 0 0 0 MATTHEW HALL DIRECTOR 5.00 X 0 0 0 MARGERY HARRIS TREASURER 5.00 X X 0 0 0 LEONARD HAYNES DIRECTOR 5.00 X 0 0 0 CATHERINE LANNING VICE CHAIR 5.00 X X 0 0 0 ALICE MONG DIRECTOR 5.00 X 0 0 0 JOSEPH RITCHIE DIRECTOR 5.00 X 0 0 0 SAID SARIOLGHALAM DIRECTOR 5.00 X 0 0 0 BERNARD SAVARESE VICE CHAIR 5.00 X X 0 0 0 EMILY SCHRIVER DIRECTOR 5.00 X 0 0 0 MELISSA WASSER DIRECTOR 5.00 X 0 0 0 MOLLY RANZ CALHOUN PRESIDENT AND CEO 40.00 X 0 0 0 0 0 0 0 0 0 0 0 16688568 178445 16867013 TOURS 561520 348133 348133 FACILITY RENTAL 900099 130058 112341 17717 ALUMNI PROGRAMS 900099 119627 119627 597818 3089445 3089445 1649135 1649135 OSU ALUMNI MAGAZINE 541800 37315 37315 OTHER REVENUE 900099 8865 8865 46180 22249591 588966 55032 4738580 9176250 6766545 2409705 10645 7984 2661 2602220 2602220 4162 4162 2691724 1682210 1009514 2562831 2268799 294032 1118649 22272 1096377 243684 228482 15202 MAGAZINE PUBLICATIONS 360241 360241 EQUIPMENT MAINT & REPAI 217465 200986 16479 PURCHASE OF EQUIPMENT 105267 78950 26317 BOARD OF DIRECTOR EXPEN 68828 411 68417 1668 1327 341 19163634 11618207 4943207 2602220 X 2849172 5935126 2921416 39061 0 2118521 31426920 32127809 45000 0 39400090 38062935 2196753 8969 2205722 0 X 37194368 38062935 37194368 38062935 39400090 38062935 X 3085957 700885 -2918275 X X 0 1 X 1 0 X 10561168 12412957 11704273 13246821 16867013 64792232 10561168 12412957 11704273 13246821 16867013 64792232 64792232 2489545 2566789 2014568 2662255 4738580 14471737 5780 11544 672 9402 8865 36263 79300232 1065872 0.81700 0.82230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 965225 810129 1775354 2663031 195845 139906 335751 241306 202532 443838 665757 0 8792 0 8792 0 0 GLOBAL EQUITIES 6939607 F GLOBAL CREDIT 12272823 F PRIVATE CAPITAL 8867275 F REAL ASSETS 4048104 F 32127809 X 22950476 700885 700885 22249591 0 22249591 19163634 0 19163634 0 19163634 PART III, LINE 4: VARIOUS WORKS OF ART DEPICTING SCENES THROUGHOUT THE HISTORY OF THE OHIO STATE UNIVERSITY MEANT TO BE ENJOYED BY UNIVESRITY STAFF, ALUMNI AND FRIENDS WHILE VISITING THE LONGABERGER ALUMNI HOUSE. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME AS DEFINED IN THE CODE. THE ASSOCIATION HAD LIMITED UNRELATED TAXABLE BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2023 AND HAS CARRYFORWARD LOSSES (APPROXIMATELY $1,600,000) TO REDUCE FUTURE UNRELATED BUSINESS TAXABLE INCOME. ACCORDINGLY, NO CASH PAYMENTS FOR FEDERAL OR STATE INCOME TAXES WAS MADE FOR THE YEAR ENDED JUNE 30, 2023. X 1 LEGENDS 7900 ROCKVILLE ROAD INDIANAPOLIS IN 46214 PHONE SOLICITATIONS 0 708418 2602220 -1893802 708418 2602220 -1893802 SCHEDULE G, PART I, COLUMNS (IV) - (VI) THE ASSOCIATION'S ANNUAL GIVING PROGRAM SUPPORTS FUNDRAISING ACTIVITIES FOR THE OHIO STATE UNIVERSITY AND THE OHIO STATE UNIVERSITY FOUNDATION. UNDER THE ASSOCIATION'S LEADERSHIP, A PORTION OF THE OPERATIONS OF THE PROGRAM HAVE BEEN OUTSOURCED TO A PROFESSIONAL FUNDRAISER. AS DEFINED IN THE AGREEMENT, THE ALUMNI ASSOCIATION MAINTAINS FINAL DECISION AUTHORITY OVER THE PROGRAM. ALL FUNDS RAISED ARE DIRECTED TO VARIOUS FUNDS UNDER THE GUIDANCE AND OWNERSHIP OF THE OHIO STATE UNIVERSITY FOUNDATION. FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE REPORTABLE PAYMENTS THAT REQUIRED COMPLIANCE WITH BACKUP WITHHOLDING. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE JULY 1, 2010, ALL EMPLOYEES AND OFFICERS OF THE ASSOCIATION BECAME EMPLOYEES OF THE OHIO STATE UNIVERSITY. TERMS OF EMPLOYMENT ARE SPECIFIED IN A CONTRACT BETWEEN THE ASSOCIATION AND THE UNIVERSITY AND APPROVED BY THE ASSOCIATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 ALL ALUMNI ARE CONSIDERED MEMBERS OF THE ASSOCIATION UPON GRADUATION. THIS INCLUDES INDIVIDUALS WHO HAVE EARNED ASSOCIATE'S, BACHELOR'S, GRADUATE, PROFESSIONAL, OR HONORARY DEGREES FROM OHIO STATE, AS WELL AS MEDICAL RESIDENT GRADUATES OF THE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7A THE OSU PRESIDENT HAS THE AUTHORITY TO APPOINT 2 MEMBERS TO THE BOARD OF DIRECTORS. EACH OF THOSE APPOINTEES HAS A TERM OF 5 YEARS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE CONSTITUTION REQUIRE 2/3 AFFIRMATIVE VOTE OF THOSE MEMBERS WHO CHOSE TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B DOCUMENTS ARE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRETORS ELECTRONICALLY AND FEEDBACK ON THE FORM IS COLLECTED. THE 990 IS ALSO INCLUDED IN BOARD MEETING MATERIALS FOR REVIEW. THE AUDIT COMMITTEE HAS AN EXECUTIVE SESSION WITH THE AUDITOR IN ADVANCE OF THE ANNUAL AUDIT. THE AUDITOR RECAPS AUDIT RESULTS IN THE EXECUTIVE SESSION; SUBSEQUENTLY, THE BOARD OF DIRECTORS APPROVES THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS REVIEW AND SIGN THE DOCUMENT ANNUALLY AT A BOARD MEETING. AN EMPLOYEE OF THE OHIO STATE UNIVERSITY ALUMNI ASSOCIATION TRACKS AND ENSURES ALL BOARD MEMBERS HAVE RETURNED THE REQUIRED DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CODE OF ETHICS ARE POSTED ON A PUBLIC WEBSITE. FINANCIAL DISCLOSURES ARE AVAILABLE UPON REQUEST. FORM 990, PART X FOR FISCAL YEAR ENDING 6/30/23, THE ORGANIZATION ADOPTED A POLICY OF PREPARING ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XI, LINE 9: ACCRUAL TO MODIFIED CASH ADJUSTMENT -2,918,275. FOR FISCAL YEAR ENDING 6/30/23, THE ORGANIZATION ADOPTED A POLICY OF PREPARING ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE HAS AN EXECUTIVE SESSION WITH THE AUDITOR IN ADVANCE OF THE ANNUAL AUDIT. THE AUDITOR RECAPS AUDIT RESULTS IN THE EXECUTIVE SESSION; SUBSEQUENTLY, THE BOARD OF DIRECTORS APPROVES THE ANNUAL AUDIT.