Form 990 for tax year 2022
Filed by OHIO STATE UNIVERSITY ALUMNI ASSOCIATION INC.
Totals
- Total revenue
- $62,935
- Total expenses
- $59,741
- Contributions and grants received
- $23,667
- Grants paid
- $0
- Program service revenue
- $40,026
- Investment income
- $2
- Other revenue
- -$760
- Total assets, end of year
- $532,123
- Total liabilities, end of year
- $9,285
- Net assets or fund balances, end of year
- $522,838
- Program services expenses (Part IX)
- $51,093
- Management and general expenses
- $8,648
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $51,093
Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$22,177
-
1f · All other contributions, gifts and grants
$1,490
-
2a · Program service revenue: ANNUAL CONFERENCE
total $21,450 · related or exempt $21,450
-
2b · Program service revenue: MEMBERSHIP DUES & RELATIONS
total $18,576 · related or exempt $18,576
-
3 · Investment income
total $2 · excluded $2
-
11a · Other revenue: CULTURAL EVENT & TRAVEL
total -$760 · excluded -$760
-
11e · Other revenue, total
-$760
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $6,500 · management and general $6,500
-
12 · Advertising and promotion
total $446 · program services $446
-
13 · Office expenses
total $24,859 · program services $24,859
-
19 · Conferences, conventions and meetings
total $20,303 · program services $20,303
-
23 · Insurance
total $2,148 · management and general $2,148
-
24a · Other expenses: MEMBERSHIP COSTS
total $3,620 · program services $3,620
-
24b · Other expenses: DUES & DINNER SERIES
total $889 · program services $889
-
24c · Other expenses: SOCIAL COMMITTEE EXPENSES
total $792 · program services $792
-
24d · Other expenses: RECOGNITION GIFTS/AWARDS
total $184 · program services $184
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $27,920 · end of year $16,625
-
2 · Savings and temporary cash investments
beginning of year $27,913 · end of year $36,552
-
4 · Accounts receivable
beginning of year $9,785 · end of year $5,785
-
9 · Prepaid expenses and deferred charges
beginning of year $1,500
-
12 · Investments: other securities
beginning of year $460,666 · end of year $473,161
-
19 · Deferred revenue
beginning of year $15,600 · end of year $9,285
-
27 · Net assets without donor restrictions
beginning of year $495,041 · end of year $505,695
-
28 · Net assets with donor restrictions
beginning of year $17,143 · end of year $17,143
Mission and programs · 2022
Mission
TO ENHANCE THE WELL-BEING OF ITS MEMBERS THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AND/OR EXPERIENCES THAT PROVIDE: -PERTINENT EDUCATION, SOCIAL AND RECREATIONAL ACTIVITIES; -INFORMATION OF IMPORTANCE TO THE MEMBER'S STATUS AS A RETIREE OF THE UNIVERSITY; -INFORMATION ABOUT WAYS OF MAINTAINING AND IMPROVING THE MEMBER'S HEALTH, ECONOMIC AND FINANCIAL CONDITIONS; -OPPORTUNITIES FOR MEMBERS TO MATAIN A RELATIONSHIP WITH AND SERVICE TO THE UNIVERSITY; AND -INFORMATION AND/OR ASSISTANCE TO A SURVIVING SPOUSE/PARTNER OR FAMILY IN CASE OF EXTREME ILLNESS OR DEATH.
-
THE BENEFITS COMMITTEE MONITORS MOST ASPECTS OF OUR MEMBER-RETIREES' MAJOR CONCERNS INCLUDING THE REGULATION AND STATUS OF PENSIONS AND RETIREMENT INCOME, HEALTH COVERAGE AND CARE, PURLIC POLICY, ONGOING STATE/FEDERAL LEGISLATIVE ACTIVITY, LOCAL BENEFITS FOR RETIREES, AND RELATED AREAS. THIS BENEFITS ALL OUR MEMBERS (>2500).
Expenses $6,285 · Revenue $18,576
-
THE MONTHLY NEWSLETTER, AVAILABLE IN PRINT AND ONLINE, KEEPS THE >2500 MEMBERS INFORMED OF ALL THE OSURA EVENTS, ACTIVITIES, AND BENEFITS AND INCLUDES ARTICLES ON AREAS OF INTEREST FOR RETIREES.
Expenses $24,505
-
ANNUAL FALL CONFERENCE, HELD EACH SEPTEMBER, IS AN ALL-DAY CONVOCATION, WHICH FEATURES A QUEST KEYNOTE ADDRESS, 15 EDUCATIONAL BREAKOUT SESSIONIS (EACH OF 45-55 MINUTES IN DURATION) AND 3 LOCAL OR CAMPUS TOURS OF AREAS OF INTEREST TO RETIREES. THE FALL CONFERENCE WAS WELL ATTENDED AND THE NEWSLETTER THEN PROVIDES A SUMMARY OF ALL THE SESSIONS TO >2500 MEMBER RETIREES.
Expenses $20,303 · Revenue $21,450
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sally DellingerSALLY DELLINGER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 25
-
Sandy BellSANDY BELL
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 4
-
Pamela ThomasPAMELA THOMAS
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Joel TeafordJOEL TEAFORD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Hal NoltimierHAL NOLTIMIER
IMMEDIATE PA
- Total calculated
- $0
- Hours/week
- 20
-
Mary Jo FreschMARY JO FRESCH
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 2
-
Paula HookPAULA HOOK
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 1
-
Darian TorranceDARIAN TORRANCE
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 1
-
Julie Carpenter-HubinJULIE CARPENTER-HUBIN
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 1
-
Gail Capel-StephenoffGAIL CAPEL-STEPHENOFF
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 1
-
Peter ThomisonPETER THOMISON
MEMBER AT LA
- Total calculated
- $0
- Hours/week
- 3
-
Carol Newcomb-AluttoCAROL NEWCOMB-ALUTTO
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 8
-
Gerald NewsomGERALD NEWSOM
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 20
-
Marie TarisMARIE TARIS
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 0
-
Nancy WardwellNANCY WARDWELL
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 14
-
Constance OulanoffCONSTANCE OULANOFF
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 30
-
Bob FurbeeBOB FURBEE
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 2
-
Karen BrunsKAREN BRUNS
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 1
-
Gemma McLuckieGEMMA MCLUCKIE
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 2
-
Elenore R ZellerELENORE R ZELLER
COMMITTEE CH
- Total calculated
- $0
- Hours/week
- 2
-
Raimund GoerlerRAIMUND GOERLER
HISTORIAN
- Total calculated
- $0
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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations 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.
-
501C3 · HIGHER EDU · OH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400509349300235
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.