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Nonprofiteer
← OHIO UNIVERSITY FOUNDATION

Form 990 for tax year 2023

Filed by OHIO UNIVERSITY FOUNDATION.

Totals

Total revenue
$69,719,598
Total expenses
$56,192,758
Contributions and grants received
$42,126,120
Grants paid
$38,255,455
Program services expenses (Part IX)
$41,660,410
Management and general expenses
$6,108,648
Fundraising expenses
$8,423,700
Program service expenses (Part III)
$41,660,410

Program services were 74.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Candice Casto

    Treasurer & CFO

    Total calculated
    $270,958
    From this org
    $198,344
    From related orgs
    $0
    Other
    $72,614
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $196,344
    Bonus
    $2,000
    Other
    $0
    Deferred
    $28,988
    Nontaxable benefits
    $43,626
    Filer's total
    $270,958

  • I Robert Rudy

    Vice Chair

    Total calculated
    $0
    Hours/week
    4

  • Lyn Redington

    President & CEO (begin FEB 24)

    Total calculated
    $352,405
    From this org
    $0
    From related orgs
    $294,081
    Other
    $58,324
    Hours/week
    6 + 34 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,951 related
    Bonus
    $0
    Other
    $0 + $31,130 related
    Deferred
    $0 + $31,751 related
    Nontaxable benefits
    $0 + $26,573 related
    Filer's total
    $0 + $352,405 related

  • Nico Karagosian

    President & CEO (until FEB 24)

    Total calculated
    $497,081
    From this org
    $415,999
    From related orgs
    $0
    Other
    $81,082
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $350,399
    Bonus
    $56,000
    Other
    $9,600
    Deferred
    $35,571
    Nontaxable benefits
    $45,511
    Filer's total
    $497,081

  • Sandra Anderson

    Chair

    Total calculated
    $0
    Hours/week
    5

  • Stephen Muck

    Vice Chair

    Total calculated
    $0
    Hours/week
    4

  • Susan Weiss Mulgrew

    Secretary

    Total calculated
    $0
    Hours/week
    4

  • Ann Gabriel

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Ann Wagner Hill

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Bill Brand

    Trustee

    Total calculated
    $0
    Hours/week
    6

  • Casey Christopher

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Charles Ciuni

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Cynthia Calhoun

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Daryl Sybert

    Trustee (until APR 2024)

    Total calculated
    $0
    Hours/week
    1

  • David Abram

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • David Levy

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • David Wolfort

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dennis Minichello

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Diane Smullen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Donald Harrison Jr

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Edward Chow

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gregory Hill

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gregory Moore

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jacqueline Reau

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Loewy

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Wright

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • John Day

    Trustee and University's VP Finance & Admin (beg NOV 23)

    Total calculated
    $241,676
    From this org
    $0
    From related orgs
    $183,979
    Other
    $57,697
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,979 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $29,173 related
    Nontaxable benefits
    $0 + $28,524 related
    Filer's total
    $0 + $241,676 related

  • Lori Stewart Gonzalez

    Trustee and University President

    Total calculated
    $407,705
    From this org
    $0
    From related orgs
    $362,858
    Other
    $44,847
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $296,858 related
    Bonus
    $0
    Other
    $0 + $66,000 related
    Deferred
    $0 + $30,424 related
    Nontaxable benefits
    $0 + $14,423 related
    Filer's total
    $0 + $407,705 related

  • Mark Arnold

    Trustee

    Total calculated
    $0
    Hours/week
    6

  • Mark Heil

    Trustee and University's VP Finance & Admin (until NOV 23)

    Total calculated
    $430,975
    From this org
    $0
    From related orgs
    $362,689
    Other
    $68,286
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,841 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $60,848 related
    Deferred
    $0 + $35,669 related
    Nontaxable benefits
    $0 + $32,617 related
    Filer's total
    $0 + $430,975 related

  • Melissa Wervey Arnold

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Paul Gydosh

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • Paul Stewart

    Trustee (beg JAN 2024)

    Total calculated
    $0
    Hours/week
    1

  • Phyllis Kohler

    Trustee

    Total calculated
    $0
    Hours/week
    3

  • R Scott Durcanin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Wolfinger

    Trustee

    Total calculated
    $0
    Hours/week
    7

  • Robin Smith

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Thomas Anderson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Timothy Busch

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • William Ball

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • William Hilyard

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Sayrs

    Provost

    Total calculated
    $434,251
    From this org
    $0
    From related orgs
    $374,554
    Other
    $59,697
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,554 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $29,173 related
    Nontaxable benefits
    $0 + $30,524 related
    Filer's total
    $0 + $434,251 related

  • Jennifer Bowie

    Associate VP of Alumni Relations & Annual Giving and Exec Dir of OUAA

    Total calculated
    $201,815
    From this org
    $177,283
    From related orgs
    $0
    Other
    $24,532
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,283
    Bonus
    $2,000
    Other
    $0
    Deferred
    $24,532
    Nontaxable benefits
    $0
    Filer's total
    $201,815

  • Maj Mirmirani

    Dean, Russ College of Engineering and Technology (until JUL 2023)

    Total calculated
    $219,777
    From this org
    $0
    From related orgs
    $201,197
    Other
    $18,580
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,875 related
    Bonus
    $0
    Other
    $0 + $36,322 related
    Deferred
    $0 + $18,322 related
    Nontaxable benefits
    $0 + $258 related
    Filer's total
    $0 + $219,777 related

  • Major Alston

    Senior Associate VP Advancement and Campaign Director

    Total calculated
    $283,237
    From this org
    $210,124
    From related orgs
    $0
    Other
    $73,113
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $208,124
    Bonus
    $2,000
    Other
    $0
    Deferred
    $30,552
    Nontaxable benefits
    $42,561
    Filer's total
    $283,237

  • Patrick Fox

    Dean, Russ College of Engineering and Technology (Beg JUL 2023)

    Total calculated
    $222,951
    From this org
    $0
    From related orgs
    $187,530
    Other
    $35,421
    Hours/week
    4 + 36 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,530 related
    Bonus
    $0
    Other
    $0 + $35,000 related
    Deferred
    $0 + $21,817 related
    Nontaxable benefits
    $0 + $13,604 related
    Filer's total
    $0 + $222,951 related

  • David Gaume

    Chief Investment Officer

    Total calculated
    $437,966
    From this org
    $359,736
    From related orgs
    $0
    Other
    $78,230
    Hours/week
    36 + 4 related

    Schedule J breakdown matched by us

    Base
    $305,666
    Bonus
    $54,070
    Other
    $0
    Deferred
    $35,669
    Nontaxable benefits
    $42,561
    Filer's total
    $437,966

  • Dawn Tabata

    Senior Advisor, Principal Prospects & Donor Strategy

    Total calculated
    $154,171
    From this org
    $135,483
    From related orgs
    $0
    Other
    $18,688
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,483
    Bonus
    $2,000
    Other
    $0
    Deferred
    $18,688
    Nontaxable benefits
    $0
    Filer's total
    $154,171

  • Joseph Pauwels

    Associate VP, Advancement Svcs and Deputy Campaign Director

    Total calculated
    $209,140
    From this org
    $143,256
    From related orgs
    $0
    Other
    $65,884
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,156
    Bonus
    $2,100
    Other
    $0
    Deferred
    $21,458
    Nontaxable benefits
    $44,426
    Filer's total
    $209,140

  • Kelli Kotowski

    Assistant Vice President, Gift Planning

    Total calculated
    $193,122
    From this org
    $155,842
    From related orgs
    $0
    Other
    $37,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,842
    Bonus
    $5,000
    Other
    $0
    Deferred
    $21,872
    Nontaxable benefits
    $15,408
    Filer's total
    $193,122

  • Teri Gartland

    Assistant Vice President, Major Giving

    Total calculated
    $206,291
    From this org
    $159,383
    From related orgs
    $0
    Other
    $46,908
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $157,383
    Bonus
    $2,000
    Other
    $0
    Deferred
    $19,234
    Nontaxable benefits
    $27,674
    Filer's total
    $206,291

  • Chaden Djalali

    Former Provost

    Total calculated
    $290,339
    From this org
    $0
    From related orgs
    $220,406
    Other
    $69,933
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,146 related
    Bonus
    $0 + $2,260 related
    Other
    $0
    Deferred
    $0 + $25,733 related
    Nontaxable benefits
    $0 + $44,200 related
    Filer's total
    $0 + $290,339 related

  • Hugh Sherman

    Former Trustee and Former University President

    Total calculated
    $485,259
    From this org
    $0
    From related orgs
    $426,988
    Other
    $58,271
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $398,009 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $26,979 related
    Deferred
    $0 + $29,173 related
    Nontaxable benefits
    $0 + $29,098 related
    Filer's total
    $0 + $485,259 related

  • M Duane Nellis

    Former Trustee and Former University President

    Total calculated
    $333,260
    From this org
    $0
    From related orgs
    $270,284
    Other
    $62,976
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,284 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $38,605 related
    Nontaxable benefits
    $0 + $24,371 related
    Filer's total
    $0 + $333,260 related

  • Mei Wei

    Former Dean, Russ College of Engineering and Technology

    Total calculated
    $155,916
    From this org
    $0
    From related orgs
    $122,651
    Other
    $33,265
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $95,881 related
    Bonus
    $0 + $2,000 related
    Other
    $0 + $24,770 related
    Deferred
    $0 + $11,553 related
    Nontaxable benefits
    $0 + $21,712 related
    Filer's total
    $0 + $155,916 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Housing allowance or residence for personal use
The University provided housing allowances to these employees as support of their personal residences and in their capacity of these roles: - Lori Stewart Gonzalez (University President) - Lyn Redington (President & CEO [beg FEB 2024]) - Maj Mirmirani (Dean, Russ College of Engineering and Technology [until JUL 2023]) These benefits are reported as taxable compensation.
Schedule J, Part I, Line 3 Method for establishing compensation
The University's process for establishing the compensation for President and CEO, Nico Karagosian (until 2/24) and Lyn Redington (beg 2/24) included contracting with an executive search firm that provided a compensation analysis based on review of similar sized organizations and positions. In addition, CUPA-HR data was reviewed for similar positions at other public universities in Ohio, in the Mid-American Conference, and in an aspirational peer group. Compensation was set at a level commensurate with those comparisons, taking into consideration Ohio University's size and complexity in comparison with the other institutions examined. In addition, the employment contract was reviewed and approved by University General Counsel.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
17 April 2025
IRS schema version
2023v6.0
Source object
202521079349301117

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