Form 990 for tax year 2023
Filed by MIAMI UNIVERSITY FOUNDATION INC.
Totals
- Total revenue
- $43,093,828
- Total expenses
- $29,415,814
- Contributions and grants received
- $35,422,044
- Grants paid
- $24,093,730
- Program services expenses (Part IX)
- $24,093,730
- Management and general expenses
- $2,264,855
- Fundraising expenses
- $3,057,229
- Program service expenses (Part III)
- $24,093,730
Program services were 81.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DAVE KOSCHIK
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
DR DAVID CREAMER
TREASURER
- Total calculated
- $485,379
- From this org
- $0
- From related orgs
- $411,801
- Other
- $73,578
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $395,254 related
- Bonus
- $0
- Other
- $0 + $16,547 related
- Deferred
- $0 + $47,776 related
- Nontaxable benefits
- $0 + $25,802 related
- Filer's total
- $0 + $485,379 related
-
MACKENZIE RICE
PRESIDENT
- Total calculated
- $225,719
- From this org
- $0
- From related orgs
- $171,752
- Other
- $53,967
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $170,603 related
- Bonus
- $0
- Other
- $0 + $1,149 related
- Deferred
- $0 + $21,168 related
- Nontaxable benefits
- $0 + $32,799 related
- Filer's total
- $0 + $225,719 related
-
NICHOLE PRESCOTT
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
SCOTT SCHWEINFURTH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
AARON RYAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BETH MIKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BIFF BOWMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRAD HUNKLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRADY BUNDY
DIRECTOR
- Total calculated
- $382,201
- From this org
- $0
- From related orgs
- $311,457
- Other
- $70,744
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $306,164 related
- Bonus
- $0
- Other
- $0 + $5,293 related
- Deferred
- $0 + $44,380 related
- Nontaxable benefits
- $0 + $26,364 related
- Filer's total
- $0 + $382,201 related
-
BRENT SHOCK
DIRECTOR - TERM ENDED
- Total calculated
- $282,689
- From this org
- $0
- From related orgs
- $225,671
- Other
- $57,018
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $224,520 related
- Bonus
- $0
- Other
- $0 + $1,151 related
- Deferred
- $0 + $32,763 related
- Nontaxable benefits
- $0 + $24,255 related
- Filer's total
- $0 + $282,689 related
-
CHRIS LORENZEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dave Meyer
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID DAFOE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR ELIZABETH R MULLENIX
DIRECTOR
- Total calculated
- $472,229
- From this org
- $0
- From related orgs
- $395,497
- Other
- $76,732
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $392,143 related
- Bonus
- $0
- Other
- $0 + $3,354 related
- Deferred
- $0 + $44,437 related
- Nontaxable benefits
- $0 + $32,295 related
- Filer's total
- $0 + $472,229 related
-
DR GREGORY CRAWFORD
DIRECTOR
- Total calculated
- $648,744
- From this org
- $0
- From related orgs
- $560,116
- Other
- $88,628
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $547,762 related
- Bonus
- $0
- Other
- $0 + $12,354 related
- Deferred
- $0 + $61,401 related
- Nontaxable benefits
- $0 + $27,227 related
- Filer's total
- $0 + $648,744 related
-
EDWARD O'REILLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAYNE BROWNELL
DIRECTOR
- Total calculated
- $286,234
- From this org
- $0
- From related orgs
- $245,493
- Other
- $40,741
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $242,396 related
- Bonus
- $0
- Other
- $0 + $3,097 related
- Deferred
- $0 + $29,032 related
- Nontaxable benefits
- $0 + $11,709 related
- Filer's total
- $0 + $286,234 related
-
JUDY GREFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JULIA POSTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KIM LUBEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LISA SHADE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LYNN LARSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LYNN PISTELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARY BETH CANFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary Schell
Director
- Total calculated
- $0
- Hours/week
- 1
-
PETER MOGK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rachel Beech
Director
- Total calculated
- $0
- Hours/week
- 1 + 39 related
-
RUTH MILLIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHARON MITCHELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEPHANIE BYRD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SURAJ MARABOYINA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TIM LLOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TOM MYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
WENDY VONDERHAAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ZAIN HAIDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRIAN FURNISH
CHEIF ADMINISTRATIVE OFFICER
- Total calculated
- $169,398
- From this org
- $0
- From related orgs
- $138,800
- Other
- $30,598
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $134,863 related
- Bonus
- $0
- Other
- $0 + $3,937 related
- Deferred
- $0 + $19,364 related
- Nontaxable benefits
- $0 + $11,234 related
- Filer's total
- $0 + $169,398 related
-
BRUCE GUIOT
CHIEF FINANCIAL OFFICER
- Total calculated
- $231,644
- From this org
- $0
- From related orgs
- $206,863
- Other
- $24,781
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $204,552 related
- Bonus
- $0
- Other
- $0 + $2,311 related
- Deferred
- $0 + $24,105 related
- Nontaxable benefits
- $0 + $676 related
- Filer's total
- $0 + $231,644 related
-
RYAN ELIAS
CHEIF DEVELOPMENT OFFICER
- Total calculated
- $266,378
- From this org
- $0
- From related orgs
- $208,755
- Other
- $57,623
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $0 + $207,617 related
- Bonus
- $0
- Other
- $0 + $1,138 related
- Deferred
- $0 + $25,850 related
- Nontaxable benefits
- $0 + $31,773 related
- Filer's total
- $0 + $266,378 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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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 4b Supplemental nonqualified retirement plan
- The following individuals participated in a supplemental retirement plan. Miami University contributed the amounts indicated to the plan during the calendar year ended December 31, 2023. - Dr. Gregory Crawford: $32,229 - Dr. David Creamer: $12,107 - Dr. Elizabeth Mullenix: $15,264
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
-
$11,515,308
Academic Support
-
$8,585,159
Scholarships
-
$2,312,525
Institutional Support
-
$971,764
Campus Improvements
-
$708,974
Student Services/Athletics
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.
-
EDUCATION · OH
Directly controlled by NA
-
MU PAPER SCIENCE AND ENGINEERING FDTN
501(c)(3) · SUPPORT MIAMI · OH
Directly controlled by NA
-
WESTERN COLLEGE ALUMNAE ASSOCIATION
501(c)(3) · SUPPORT MIAMI · OH
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511289349302846
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