Nonprofit · EIN 58-0568698
OGLETHORPE UNIVERSITY INC
Tax-exempt · BROOKHAVEN, GA 30319
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $81,326,696 | $82,426,952 | -$1,100,256 | $129,737,880 | $7,525,555 | $122,212,325 |
| June 30, 2024 | 990 | $77,030,184 | $80,224,175 | -$3,193,991 | $129,042,825 | $9,227,108 | $119,815,717 |
| June 30, 2023 | 990 | $79,636,682 | $79,744,547 | -$107,865 | $129,925,400 | $10,396,382 | $119,529,018 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,792,729
- Program service revenue
- $74,635,380
- Investment income
- $1,294,081
- Net gain from sales of assets
- $1,163,635
- Net income from sales of inventory
- -$177,331
- Other revenue
- $604,506
Expenses
- Grants and similar amounts paid
- $41,513,217
- Compensation of officers, directors and key employees
- $639,183
- Other salaries and wages
- $20,509,968
- Salaries, compensation and benefits (total)
- $22,628,116
- Professional fundraising fees
- $0
- Legal fees
- $61,661
- Accounting fees
- $78,750
- Travel
- $910,243
- Depreciation
- $4,018,972
- Program services (functional)
- $70,331,437
- Management and general (functional)
- $10,653,904
- Fundraising (functional)
- $1,441,611
Balance sheet and other
- Total assets, start of year
- $129,042,825
- Total assets, end of year
- $129,737,880
- Total liabilities, end of year
- $7,525,555
- Net assets, end of year
- $122,212,325
- Land, buildings and equipment
- $68,649,578
- Publicly traded securities
- $54,629,667
- Net assets without donor restrictions
- $85,962,472
- Net assets with donor restrictions
- $36,249,853
- Gross unrelated business income
- -$177,331
- Gross receipts
- $81,614,240
- Employees
- 682
- Volunteers
- 153
- Year formed
- 1835
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KATHRYN MCCLYMOND | PRESIDENT/ Trustee or director, Officer | 60 | $367,494 | $23,388 |
| STOBIE PETER DAVID | SENIOR VP, COO & CFO Officer | 40 | $286,478 | $37,199 |
| CRAFT STEPHEN | DEAN OF THE HAMMACK BUSINESS SCHOOL Highest-paid employee | 40 | $210,279 | $14,951 |
| SANDIDGE REBECCA | FORMER VP OF ENROLLMENT MANAGEMENT Former | 40 | $182,015 | $24,766 |
| RAIMONDO MEREDITH LYNNE | VICE PRESIDENT OF STUDENT AFFAIRS Highest-paid employee | 40 | $168,455 | $25,183 |
| THOMPSON TANYA | ASSISTANT VICE PRESIDENT & CIO Highest-paid employee | 40 | $159,669 | $20,572 |
| KING MOMON KENDRA A | ASSOCIATE PROVOST Highest-paid employee | 40 | $158,724 | $11,299 |
| MS JOSELYN BUTLER BAKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS VIRGINIA BENNETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS KRISTEN CAWLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR TOM CLEMENTS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR BRIAN CORNELIUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CLIFF FOSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR D AUSTIN GILLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CLEVE HILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MR GLEN JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| MR DAVID M LEONARD | TRUSTEE Trustee or director | 1 | $0 |
| MR JASON LEWIS | TRUSTEE Trustee or director | 1 | $0 |
| MR J RUSSELL MAGBEE JR | TRUSTEE Trustee or director | 1 | $0 |
| MR MILFORD MCGUIRT | TREASURER Trustee or director, Officer | 2 | $0 |
| MS TALIAFERRO MURPHY | TRUSTEE Trustee or director | 1 | $0 |
| MR CODY L PARTIN | SECRETARY Trustee or director, Officer | 2 | $0 |
| MR DAVID R PASS | TRUSTEE Trustee or director | 1 | $0 |
| MS ANITA PATTERSON | TRUSTEE Trustee or director | 1 | $0 |
| MS S TAMMY PEARSON | CHAIR Trustee or director, Officer | 2 | $0 |
| MS ANDREA RIVERA | TRUSTEE Trustee or director | 1 | $0 |
| MR TIMOTHY RANDALL ROBERSON | TRUSTEE Trustee or director | 1 | $0 |
| MR PETER ROONEY | TRUSTEE Trustee or director | 1 | $0 |
| MR JOHN SHELLNUT | TRUSTEE Trustee or director | 1 | $0 |
| MR MIKE SUCO | TRUSTEE Trustee or director | 1 | $0 |
| MS LAUREN WARNER | TRUSTEE Trustee or director | 1 | $0 |
| MR JAMES WINESTOCK | VICE CHAIR Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 34 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PETER DAVID STOBIE | SENIOR VP COO CFO Officer | 40 | $291,562 | $35,146 |
| KATHRYN MCCLYMOND | PRESIDENT/EX-OFFICIO Trustee or director, Officer | 60 | $281,928 | $19,936 |
| NICHOLAS LADANY | EX-PRESIDENT/EX-OFFICIO Former | 40 | $236,866 | $0 |
| REBECCA SANDIDGE | VP OF ENROLLMENT MANAGEMENT Former | 40 | $198,154 | $25,032 |
| STEPHEN CRAFT | DEAN OF THE HAMMACK BUSINESS SCHOOL Highest-paid employee | 40 | $205,954 | $14,650 |
| MEREDITH LYNNE RAIMONDO | VICE PRESIDENT OF STUDENT AFFAIRS Highest-paid employee | 40 | $162,944 | $23,002 |
| REGINA MINCBERG BENNETT | GENERAL COUNSEL & CHIEF OF STAFF Highest-paid employee | 40 | $164,264 | $12,903 |
| KENDRA A KING MOMON | ASSOCIATE PROVOST Highest-paid employee | 40 | $162,614 | $11,580 |
| JOSELYN BUTLER BAKER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MS VIRGINIA BENNETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CAMERON M BREADY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR DENIS J DUNCAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CLIFF FOSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR D AUSTIN GILLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR H THEODORE HEINTZ JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR GLEN JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR DAVID M LEONARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR JASON LEWIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR J RUSSELL MAGBEE JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MILFORD MCGUIRT | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| MS TALIAFERRO MURPHY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CODY L PARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR DAVID R PASS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS S TAMMY PEARSON | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MR TIMOTHY RANDALL ROBERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR PETER ROONEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR JOHN SHELLNUT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR WILLIAM O SHROPSHIRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CHAD SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR MIKE SUCO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR TIMOTHY TASSOPOLOUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR NEIL TOFSKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS LAUREN WARNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR JAMES WINESTOCK | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 42 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR NICHOLAS LADANY | EX-PRESIDENT/OFFICIO AS OF MAY 2023 Former | 60 | $397,019 | $30,076 |
| PETER DAVID STOBIE | VP FOR BUSINESS AND FINANCE & CFO Officer | 40 | $253,304 | $30,912 |
| JUAN MCGRUDER | FORMER VP FOR ADVANCEMENT Former | 40 | $230,879 | $13,865 |
| KATHRYN MCCLYMOND | PRESIDENT Officer | 40 | $215,994 | $6,846 |
| STEPHEN CRAFT | DEAN OF HAMMACK BUSINESS SCHOOL Highest-paid employee | 40 | $200,388 | $7,430 |
| REBECCA SANDIDGE | VP OF ENROLLMENT MANAGMENT Highest-paid employee | 40 | $155,753 | $18,686 |
| REGINA MINCBERG BENNETT | GENERAL COUNSEL & CHIEF OF STAFF Highest-paid employee | 40 | $153,953 | $6,588 |
| MEREDITH LYNNE RAIMONDO | VICE PRESIDENT OF STUDENT AFFAIRS Highest-paid employee | 40 | $149,565 | $10,831 |
| NORMAN P FINDLEY III | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOSELYN BUTLER BAKER | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MILFORD MCGUIRT | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CAMERON M BREADY | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| MR RICHARD BAKARE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS VIRGINIA BENNETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR RICARDO C CARVALHO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR L THOMAS CLEMENTS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS MARIYA NIKOLAEVA DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR DENIS J DUNCAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR D AUSTIN GILLIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MRS DIANNE GLENNIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR JAMES V HARTLAGE JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR H THEODORE HEINTZ JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR J CLEVELAND HILL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS MEREDETH LACKEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR JAMES W LEWIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR J RUSSELL MAGBEE JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR TIMOTHY MURPHY JR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CEMAL OZGORKEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CODY L PARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR DAVID R PASS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS ANITA PATTERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS S TAMMY PEARSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MS DONNA RASILE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR TIMOTHY RANDALL ROBERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CLIFFORD ROBINSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR JOHN SHELLNUT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR WILLIAM O SHROPSHIRE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR CHAD SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR MIKE SUCO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR TIMOTHY TASSOPOLOUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR NEIL TOFSKY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MR JAMES WINESTOCK | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4484 PEACHTREE RD NE, BROOKHAVEN, GA 30319-2737
- Principal officer (990 for 2024)
- DR KATHRYN MCCLYMOND, 4484 PEACHTREE ROAD NE, ATLANTA, GA 30319
- Signed the 990
- PETER D STOBIE, SENIOR VP COO CFO
- Phone
- (404) 261-1441
- Website
- WWW.OGLETHORPE.EDU
- Return prepared by
- BENNETT THRASHER LLP
Mission
ATLANTA'S OGLETHORPE UNIVERSITY IS COMMITTED TO TEACHING EXCELLENCE IN AN INCLUSIVE LEARNING ENVIRONMENT. WE PREPARE STUDENTS FOR SUCCESS IN PROFESSIONAL ENDEAVORS AS RESPONSIBLE AND PRODUCTIVE CONTRIBUTORS TO A GLOBAL SOCIETY.
Program accomplishments
- INSTRUCTION - THE COST OF OFFERING THE ACADEMIC PROGRAMS.Expenses $56,318,773 · grants $41,513,217 · revenue $62,868,699
- STUDENT SERVICES - THE COSTS OF EXTRACURRICULAR AND STUDENT-ORIENTED SERVICES AND PROGRAMS DESIGNED TO ENHANCE THE LEARNING ENVIRONMENT.Expenses $11,581,987 · revenue $11,032,249
- ACADEMIC SUPPORT, THE COSTS OF ACTIVITIES ASSOCIATED WITH THE SUPPORT OF THE CAMPUS AND RESIDENTIAL COMMUNITY.Expenses $2,430,677
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-0568698
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1936
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B420)
- Assets (IRS master file)
- $129,737,880
- Income (IRS master file)
- $81,614,240
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $81,326,696 | $82,426,952 | $129,737,880 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $77,030,184 | $80,224,175 | $129,042,825 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $79,636,682 | $79,744,547 | $129,925,400 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $79,351,321 | $75,089,616 | $129,894,458 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-0568698).
Questions about OGLETHORPE UNIVERSITY INC
- What is the EIN of OGLETHORPE UNIVERSITY INC?
- The employer identification number (EIN) of OGLETHORPE UNIVERSITY INC is 58-0568698.
- Is OGLETHORPE UNIVERSITY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1936.
- Are donations to OGLETHORPE UNIVERSITY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OGLETHORPE UNIVERSITY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OGLETHORPE UNIVERSITY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OGLETHORPE UNIVERSITY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OGLETHORPE UNIVERSITY INC?
- The 990 for the year ended June 30, 2025 names DR KATHRYN MCCLYMOND.
- Who are the officers and directors of OGLETHORPE UNIVERSITY INC?
- The 990 for the year ended June 30, 2025 lists 32 people; 7 received compensation from the organization, the highest $367,494 (KATHRYN MCCLYMOND, PRESIDENT/).
- How much revenue does OGLETHORPE UNIVERSITY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $81,326,696, expenses of $82,426,952 and total assets of $129,737,880 at year end.
Other nonprofits in BROOKHAVEN
- DEKALB PATH ACADEMY INC EIN 40-0002663 · last filed 990 for 2025
- REACH FOR EXCELLENCE INC EIN 01-0614724 · last filed 990 for 2025
- ASHFORD PARK SCHOOL EDUCATION FOUNDATION EIN 80-0610994 · last filed 990 for 2025
- MONTGOMERY ELEMENTARY PTO INC EIN 27-3542408 · last filed 990 for 2025
- ATLANTA BUSINESS SCHOOL ALLIANCE INC EIN 99-2671644 · last filed 990-N for 2025
- HOUSE OF RESTORATION AFRICA EIN 20-8770301 · last filed 990-N for 2025
- ZETA ETA ALUMNI ASSOCIATION OF ALPHA SIGMA PHI FRATERNITY INC EIN 84-4768397 · last filed 990-N for 2025
- LUNCH IT FORWARD EIN 41-3642472 · last filed 990-N for 2025