2024-05-15T10:36:16-05:00 2023-06-30 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2022-07-01 311440434 THE FIVE COLLEGES OF OHIO FIVE 4407755500 173 WEST LORAIN STREET 208 OBERLIN OH 44074 LINDSEY INTERLANTE EXECUTIVE DIRECTOR 4407755500 2024-05-15 1 LINDSEY INTERLANTE 999009999 1 CHRISTOPHER B ANDERSON P00226559 2163630100 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARAH STONE 173 WEST LORAIN STREET 208 OBERLIN OH 44074 1651815 0 X WWW.OHIO5.ORG X 1995 OH TO EXPLORE COLLABORATIVE EFFORTS WHICH COULD FURTHER EACH MEMBER-INSTITUTION'S EDUCATIONAL PURPOSES AND ACTIVITIES. 5 0 0 0 0 0 0 0 1543866 1473702 13583 18113 0 0 1557449 1491815 0 0 0 0 729766 855332 0 0 0 904279 709036 1634045 1564368 -76596 -72553 1729476 1743730 173971 261741 1555505 1481989 X THE PURPOSE FOR WHICH THE CORPORATION IS FORMED SHALL BE: - TO PROMOTE THE BROAD EDUCATIONAL AND CULTURAL OBJECTIVES OF THE MEMBERS OF THE CORPORATION BY FOSTERING CLOSER COOPERATION AND UNDERSTANDING. - TO OPERATE AS AN ALLIANCE FOR THE PURPOSE OF COORDINATING OPERATIONAL FUNCTIONS AND ADMINISTRATIVE SERVICES OF THE MEMBERS OF THE CORPORATION. - TO DEVELOP COLLABORATIVE PROGRAMS AND RESOURCE SHARING FOR THE PURPOSE OF ENHANCING QUALITY AND REDUCING INDIVIDUAL AND COLLECTIVE OPERATING AND CAPITAL COSTS. 0 0 1109970 1473702 THE FIVE MEMBER COLLEGES ARE INVOLVED IN A VARIETY OF COLLABORATIVE PROJECTS THAT ENCOMPASS STRATEGIC PLANNING, SUPPORTING ACADEMIC BEST PRACTICES, EMPLOYMENT OPPORTUNITIES AND PROFESSIONAL DEVELOPMENT, PROVIDING LIBRARY RESOURCES, SERVICES AND STAFF DEVELOPMENT, COORDINATING ENVIRONMENTAL MANAGEMENT EDUCATION AND TRAINING, RESEARCHING SHARED ADMINISTRATIVE, COMPUTING AND OPERATING FUNCTIONS, AND COOPERATING ON RISK MANAGEMENT AND INSURANCE PURCHASES. 1109970 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X TRACY RUDISILL 4407755500 173 W LORAIN ST OBERLIN OH 44074 JEFFREY A BOWMAN TRUSTEE 1.00 40.00 X 0 281911 40527 ROCKWELL JONES TRUSTEE 1.00 40.00 X 0 339480 120012 WAYNE WEBSTER TRUSTEE 1.00 40.00 X 0 309052 55775 ADAM S WEINBERG TRUSTEE 1.00 40.00 X 0 692283 346508 CARMEN TWILLIE AMBAR TRUSTEE 1.00 40.00 X 0 546865 186683 LINDSEY INTERLANTE EXECUTIVE DIRECTOR 40.00 X 147544 0 19442 SARAH STONE EXECUTIVE DIRECTOR 40.00 X 113328 0 20268 260872 2169591 789215 2 1 1 0 0 MEMBERSHIP DUES 611710 1473702 1473702 1473702 24629 24629 153484 160000 -6516 -6516 -6516 1491815 1473702 0 18113 300582 120079 180503 268061 107087 160974 243133 193960 49173 43556 20636 22920 5676 5676 28235 14585 13650 4248 2896 1352 262525 262525 17971 12221 5750 1286 1286 2699 2699 LIBRARY EXPENSES 271160 271160 FEES & HONORARIA 97740 97740 17496 5795 11701 1564368 1109970 454398 0 785106 988454 131603 73006 146170 469219 464076 6429 5143 563746 575803 96422 101324 1729476 1743730 173971 261741 173971 261741 X 1412619 1368485 142886 113504 1555505 1481989 1729476 1743730 -72553 1168 -2131 0 X 0 1 X 1 0 X X X 5 DENISON UNIVERSITY 314379459 2 1 0 0 OBERLIN COLLEGE 340714363 2 1 0 0 OHIO WESLEYAN UNIVERSITY 314379585 2 1 0 0 THE COLLEGE OF WOOSTER 340714654 2 1 0 0 KENYON COLLEGE 314379507 2 1 0 0 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 469219 464076 5143 5143 OTHER ASSETS 101324 101324 X 1487307 1168 1168 1486139 5676 5676 1491815 1558692 0 1558692 5676 5676 1564368 PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE - PART X, LINE 2: THE ORGANIZATION IS A NON-PROFIT ORGANIZATION OPERATING UNDER THE LAWS OF THE STATE OF OHIO AND IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX PROVISIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X 0 1 0 0 0 0 0 0 0 ADAM S WEINBERG TRUSTEE 0 662967 0 0 0 29316 0 313400 0 33108 0 1038791 0 0 CARMEN TWILLIE AMBAR TRUSTEE 0 541483 0 0 0 5382 0 154800 0 31883 0 733548 0 0 ROCKWELL JONES TRUSTEE 0 339480 0 0 0 0 0 77000 0 43012 0 459492 0 0 WAYNE WEBSTER TRUSTEE 0 308518 0 0 0 534 0 28752 0 27023 0 364827 0 0 JEFFREY A BOWMAN TRUSTEE 0 281911 0 0 0 0 0 27061 0 13466 0 322438 0 0 LINDSEY INTERLANTE EXECUTIVE DIRECTOR 147544 0 0 0 0 0 13933 0 5509 0 166986 0 0 0 SARAH STONE EXECUTIVE DIRECTOR 113328 0 0 0 0 0 11136 0 9132 0 133596 0 0 0 PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED DEFERRED COMPENSATION PLANS - SOME OF THE TRUSTEES, EACH OF WHOM IS THE PRESIDENT OF HIS/HER RESPECTIVE COLLEGE OR UNIVERSITY, ARE PARTICIPANTS IN NONQUALIFIED DEFERRED COMPENSATION PLANS OF THEIR RESPECTIVE INSTITUTIONS. THE FIVE COLLEGES OF OHIO DOES NOT PROVIDE ANY NONQUALIFIED RETIREMENT PLANS TO ITS STAFF OR TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE ORGANIZATION: THE MEMBERS OF THE CORPORATION ARE THE FIVE PRIVATE COLLEGES: THE COLLEGE OF WOOSTER, DENISON UNIVERSITY, KENYON COLLEGE, OBERLIN COLLEGE, AND OHIO WESLEYAN UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW: THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR WITH THE ASSISTANCE OF THE OUTSIDE PUBLIC ACCOUNTING FIRM. A COMPLETE COPY OF THE FORM IS SUBMITTED TO THE OPERATING COMMITTEE FOR REVIEW. THE PUBLIC INSPECTION COPY IS THEN SUBMITTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY: ANNUALLY, OFFICERS AND TRUSTEES ARE ASKED TO DISCLOSE CONFLICTS, AND THESE DISCLOSURES ARE MONITORED. IF A CONFLICT ARISES, THE PERSON IS NOT PERMITTED TO VOTE OR PARTICIPATE IN THE DISCUSSION OF THE PROPOSED TRANSACTION. PEOPLE WHO ARE INDEPENDENT OF THE INDIVIDUAL MAKE THE DECISION ON THE TRANSACTION THAT IS IN THE BEST INTERESTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW AND APPROVAL: ANNUALLY IN THE SPRING, THE FIVE COLLEGE OF OHIO OPERATING COMMITTEE (THE CHIEF FINANCE AND BUSINESS OFFICERS OF THE MEMBER-INSTITUTIONS) MEETS TO REVIEW AND APPROVE THE CONSORTIAL OPERATING AND PERSONNEL BUDGETS FOR THE UPCOMING FISCAL YEAR. TO SET SALARIES, THE COMMITTEE USES A COMPOSITE RANGE BASED ON DATA FROM THE MEMBER-INSTITUTIONS. THE BUDGET IS PRESENTED TO THE BOARD ANNUALLY IN THE SPRING. MEETING IN EXECUTIVE SESSION, THE BOARD MAKES A FINAL DETERMINATION OF SALARIES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: THE ORGANIZATION DOES NOT GENERALLY MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR CONFLICT POLICY AVAILABLE TO THE GENERAL PUBLIC. KENYON COLLEGE 209 CHASE AVENUE GAMBIER OH 43022 314379507 EDUCATION OH 501(C)(3) 2 N/A 0 OHIO WESLEYAN UNIVERSITY 61 SOUTH SANDUSKY STREET DELAWARE OH 43015 314379585 EDUCATION OH 501(C)(3) 2 N/A 0 THE COLLEGE OF WOOSTER 1101 NORTH BEVER STREET WOOSTER OH 44691 340714654 EDUCATION OH 501(C)(3) 2 N/A 0 OBERLIN COLLEGE 173 WEST LORAIN STREET OBERLIN OH 44074 340714363 EDUCATION OH 501(C)(3) 2 N/A 0 DENISON UNIVERSITY PO BOX 810 GRANVILLE OH 43023 314379459 EDUCATION OH 501(C)(3) 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 1