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Nonprofiteer
← UNIVERSITY OF CINCINNATI FOUNDATION

Form 990 for tax year 2022

Filed by UNIVERSITY OF CINCINNATI FOUNDATION.

Totals

Total revenue
$148,318,754
Total expenses
$105,726,355
Contributions and grants received
$94,288,493
Grants paid
$69,755,344
Program services expenses (Part IX)
$73,302,238
Management and general expenses
$5,427,384
Fundraising expenses
$26,996,733
Program service expenses (Part III)
$73,302,238

Program services were 69.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LEIGH R FOX

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RAE A MANG

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALVIN H CRAWFORD MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMANDA WAIT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNDREA MOORE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREA K WIOT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREA I ZAHUMENSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANIL HINDUJA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ARUN MURTHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BARBARA FANT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER VAN PELT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CORA K OGLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DARRELL D MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EDWIN L BOWMAN III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELLEN RIEVESCHL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC C BROYLES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GARY D JOHNS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GYAN JHA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JACQUELINE C NEUMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES BOYCE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEROME C KATHMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JERRY L FRITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN B BERDING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN TEW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH P JUDGE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JUDY L PERSHERN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEN V BYERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIMBERLEE J DOBBS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIRK PERRY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURENCE F JONES III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LORI A BEER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LOURDES HARSHE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PAUL GREEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PETER A ALPAUGH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • PHIL D COLLINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RANDALL E SMITH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD C SEAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT J KING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RUSSELL C MYERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RUTHIE S KEEFE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RYAN M RYBOLT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SEAN P CONNELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHAKILA T AHMAD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHENAN P MURPHY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHIMUL A SHAH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN E KIMPEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STUART G HOFFMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • THOMAS CARLETON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY A ELSBROCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM J DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM T NEAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • EVA L MADDOX

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT R BUCK

    TRUSTEE - PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • PETER LANDGREN

    PRESIDENT

    Total calculated
    $618,319
    From this org
    $569,135
    From related orgs
    $0
    Other
    $49,184
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $522,802
    Bonus
    $33,571
    Other
    $12,762
    Deferred
    $27,000
    Nontaxable benefits
    $22,184
    Filer's total
    $618,319

  • THOMAS D FREEMAN

    VP, CFO, TREASURER

    Total calculated
    $328,729
    From this org
    $281,854
    From related orgs
    $9,450
    Other
    $37,425
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,764 + $9,450 related
    Bonus
    $24,507
    Other
    $583
    Deferred
    $25,992
    Nontaxable benefits
    $11,433
    Filer's total
    $319,279 + $9,450 related

  • HEATHER ELLISON

    CHIEF OF STAFF, SECRETARY

    Total calculated
    $125,897
    From this org
    $104,734
    From related orgs
    $0
    Other
    $21,163
    Hours/week
    40

  • JONATHAN AGREE

    VP, DEVELOPMENT - ACADEMIC HEALTH/UC HEALTH

    Total calculated
    $365,344
    From this org
    $330,762
    From related orgs
    $0
    Other
    $34,582
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $304,904
    Bonus
    $25,600
    Other
    $258
    Deferred
    $27,000
    Nontaxable benefits
    $7,582
    Filer's total
    $365,344

  • STEVE ROSFELD

    VP FOR DEVELOPMENT

    Total calculated
    $350,606
    From this org
    $303,225
    From related orgs
    $0
    Other
    $47,381
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $274,508
    Bonus
    $28,561
    Other
    $156
    Deferred
    $20,500
    Nontaxable benefits
    $26,881
    Filer's total
    $350,606

  • JENNIFER HEISEY

    EXEC DIRECTOR, VP ALUMNI RELATIONS

    Total calculated
    $304,635
    From this org
    $273,801
    From related orgs
    $0
    Other
    $30,834
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $253,501
    Bonus
    $20,210
    Other
    $90
    Deferred
    $20,500
    Nontaxable benefits
    $10,334
    Filer's total
    $304,635

  • CARRIE WHITE

    VP, TECH, INFO & PHILANTHROPIC STRATEGY

    Total calculated
    $266,918
    From this org
    $235,396
    From related orgs
    $0
    Other
    $31,522
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $217,541
    Bonus
    $17,765
    Other
    $90
    Deferred
    $20,500
    Nontaxable benefits
    $11,022
    Filer's total
    $266,918

  • MIKE ZENZ

    EXEC DIRECTOR FOR PRINCIPAL GIVING

    Total calculated
    $186,044
    From this org
    $157,333
    From related orgs
    $0
    Other
    $28,711
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,943
    Bonus
    $13,255
    Other
    $135
    Deferred
    $15,263
    Nontaxable benefits
    $13,448
    Filer's total
    $186,044

  • CALEB WHITTED

    VP FOR PRINCIPAL GIVING

    Total calculated
    $284,812
    From this org
    $244,916
    From related orgs
    $0
    Other
    $39,896
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,862
    Bonus
    $25,000
    Other
    $54
    Deferred
    $18,597
    Nontaxable benefits
    $21,299
    Filer's total
    $284,812

  • KAREN HATCHER

    ASSIST VP, PRINCIPAL GIFTS-ATHLETICS

    Total calculated
    $262,695
    From this org
    $229,006
    From related orgs
    $0
    Other
    $33,689
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,439
    Bonus
    $22,171
    Other
    $396
    Deferred
    $20,693
    Nontaxable benefits
    $12,996
    Filer's total
    $262,695

  • JULIE ENGEBRECHT

    VP, STRATEGIC COMMUNICATIONS

    Total calculated
    $231,617
    From this org
    $198,163
    From related orgs
    $0
    Other
    $33,454
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,217
    Bonus
    $19,605
    Other
    $341
    Deferred
    $18,619
    Nontaxable benefits
    $14,835
    Filer's total
    $231,617

  • LAUREEN MCCORKLE

    AVP DEVELOPMENT, UC CANCER CENTER

    Total calculated
    $223,282
    From this org
    $183,680
    From related orgs
    $0
    Other
    $39,602
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,202
    Bonus
    $9,384
    Other
    $94
    Deferred
    $16,961
    Nontaxable benefits
    $22,641
    Filer's total
    $223,282

  • HEATHER PENA

    COO, UC ALUMNI ASSOCIATION

    Total calculated
    $215,152
    From this org
    $184,726
    From related orgs
    $0
    Other
    $30,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,782
    Bonus
    $11,900
    Other
    $44
    Deferred
    $17,405
    Nontaxable benefits
    $13,021
    Filer's total
    $215,152

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 · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
THIS ITEM IS COMPREHENDED UNDER THE FOUNDATION'S APPROVED EXPENDITURE POLICY.
PART I, LINE 5
BONUS AMOUNTS FOR EMPLOYEES ARE DETERMINED AS PART OF THE FOUNDATION'S PERFORMANCE MANAGEMENT SYSTEM AND ARE CONTINGENT UPON MEETING FUNDRAISING AND OTHER PERFORMANCE GOALS. BONUS AMOUNTS ARE EQUAL TO A PERCENTAGE OF AN EMPLOYEE'S SALARY OR MAY BE DISCRETIONARY BASED ON OVERALL EMPLOYEE PERFORMANCE.

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
2022
Filed
22 April 2024
IRS schema version
2022v5.0
Source object
202401179349301505

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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