Form 990 for tax year 2023

Filed by OBERLIN SHANSI MEMORIAL ASSOCIATION.

Totals

Total revenue: $826,828
Total expenses: $848,767
Contributions and grants received: $321,905
Grants paid: $127,541
Program service revenue: $0
Investment income: $504,923
Other revenue: $0
Total assets, end of year: $15,219,103
Total liabilities, end of year: $252,061
Net assets or fund balances, end of year: $14,967,042
Program services expenses (Part IX): $607,528
Management and general expenses: $174,825
Fundraising expenses: $66,414
Program service expenses (Part III): $607,528

Program services were 71.6% 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.

1f · All other contributions, gifts and grants

$321,905
3 · Investment income

total $327,349 · excluded $327,349
7a · Gross sales of assets other than inventory

securities $2,578,234
7b · Less cost or other basis and sales expenses

securities $2,400,660
7c · Gain or loss

securities $177,574
7d · Net gain or loss

total $177,574 · excluded $177,574

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $12,271 · program services $12,271
3 · Grants to foreign organizations and individuals

total $115,270 · program services $115,270
5 · Compensation of officers, directors and key employees

total $221,433 · program services $149,467 · management and general $39,858 · fundraising $32,108
7 · Other salaries and wages

total $151,139 · program services $117,249 · management and general $18,771 · fundraising $15,119
8 · Pension plan contributions

total $9,538 · program services $6,438 · management and general $1,717 · fundraising $1,383
9 · Other employee benefits

total $34,495 · program services $23,284 · management and general $6,209 · fundraising $5,002
10 · Payroll taxes

total $22,652 · program services $15,290 · management and general $4,077 · fundraising $3,285
11c · Fees: accounting

total $33,171 · program services $22,390 · management and general $5,971 · fundraising $4,810
11f · Fees: investment management

total $92,380 · management and general $92,380
13 · Office expenses

total $10,256 · program services $8,492 · management and general $977 · fundraising $787
16 · Occupancy

total $26,916 · program services $26,916
17 · Travel

total $22,121 · program services $20,629 · management and general $826 · fundraising $666
22 · Depreciation, depletion and amortization

total $9,296 · program services $6,275 · management and general $1,673 · fundraising $1,348
23 · Insurance

total $10,846 · program services $8,958 · management and general $1,046 · fundraising $842
24a · Other expenses: FELLOWSHIP AND PROGRAMS

total $68,456 · program services $68,456
24b · Other expenses: PROGRAM SUPPORT

total $5,961 · program services $3,987 · management and general $1,093 · fundraising $881
24c · Other expenses: EQUIPMENT MAINTENANCE

total $2,566 · program services $2,156 · management and general $227 · fundraising $183

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $931 · end of year $20,777
3 · Pledges and grants receivable

beginning of year $24,754 · end of year $18,634
4 · Accounts receivable

beginning of year $8,673 · end of year $7,741
10a · Land, buildings and equipment: cost or other basis

$707,999
10b · Land, buildings and equipment: accumulated depreciation

$542,691
10c · Land, buildings and equipment, net

beginning of year $174,604 · end of year $165,308
11 · Investments: publicly traded securities

beginning of year $13,532,148 · end of year $15,006,643
17 · Accounts payable and accrued expenses

beginning of year $69,109 · end of year $252,061
27 · Net assets without donor restrictions

beginning of year $3,160,118 · end of year $3,486,061
28 · Net assets with donor restrictions

beginning of year $10,511,883 · end of year $11,480,981

Mission and programs · 2023

Mission

SHANSI FACILITATES EXPERIENTIAL LEARNING AND NURTURES MUTUALLY BENEFICIAL EXCHANGES BETWEEN OBERLIN COLLEGE AND CONSERVATORY AND PARTNERS IN ASIA. SHANSI'S PROGRAMS HAVE A TRANSFORMATIVE IMPACT, EMPOWERING INDIVIDUALS, INSTITUTIONS, AND COMMUNITIES TO BE LEADERS IN CROSS-CULTURAL ENGAGEMENT.

AT OBERLIN COLLEGE, SUPPORT EVENTS ORGANIZED BY CHARTERED STUDENT ORGANIZATIONS OR DEPARTMENTS. DEVELOP AND SUPPORT ACADEMIC CONFERENCES AND DISTINGUISHED LECTURES ON ISSUESS RELATED TO ASIA BY ASIAN AND AMERICAN SCHOLARS.

Expenses $187,176 · Grants $12,271
INDONESIA EDUCATIONAL EXCHANGE PROGRAM SUPPORTS OBERLIN GRADUATES STUDYING AND VOLUNTEER TEACHING AT INDONESIAN UNIVERSITIES AND INDONESIAN FACULTY MEMBERS STUDYING, DOING RESEARCH, AND TEACHING AT OBERLIN COLLEGE.

Expenses $123,289 · Grants $44,481
INDIA EDUCATIONAL EXCHANGE PROGRAM SUPPORTS OBERLIN GRADUATES STUDYING, VOLUNTEERING, AND TEACHING AT INDIAN UNIVERSITIES AND NONGOVERNMENT ORGANIZATIONS AND INDIAN FACULTY STUDYING AND DOING RESEARCH AT OBERLIN COLLEGE..

Expenses $112,272 · Grants $35,370
JAPAN EDUCATIONAL EXCHANGE PROGRAM SUPPORTS OBERLIN GRADUATES STUDYING, WORKING, AND VOLUNTEER TEACHING AT JAPANESE UNIVERSITIES AND NONGOVERNMENTAL ORGANIZATIONS.

Expenses $98,489 · Grants $27,622
CHINA EDUCATIONAL EXCHANGE PROGRAM SUPPORTS OBERLIN GRADUATES STUDYING AND VOLUNTEER TEACHING AT CHINESE UNIVERSITIES AND CHINESE FACULTY MEMBERS STUDYING, DOING RESEARCH, AND TEACHING AT OBERLIN COLLEGE

Expenses $86,302 · Grants $7,797

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Jesse GerstinJESSE GERSTIN

CHAIR

Total calculated

$0

Hours/week

1
Joycelyn EbyJOYCELYN EBY

TREASURER

Total calculated

$0

Hours/week

1
Phillip BraunPHILLIP BRAUN

TREASURER

Total calculated

$0

Hours/week

1
M Danielle YoungM DANIELLE YOUNG

SECRETARY

Total calculated

$0

Hours/week

1
Erika Hoffmann-DillowayERIKA HOFFMANN-DILLOWAY

TRUSTEE

Total calculated

$0

Hours/week

1
Christina JamesCHRISTINA JAMES

TRUSTEE

Total calculated

$0

Hours/week

1
Vanessa ChampagneVANESSA CHAMPAGNE

TRUSTEE

Total calculated

$0

Hours/week

1
Zoe SherinianZOE SHERINIAN

TRUSTEE

Total calculated

$0

Hours/week

1
Daniel Tam-ClaiborneDANIEL TAM-CLAIBORNE

TRUSTEE

Total calculated

$0

Hours/week

1
Robina SahaROBINA SAHA

TRUSTEE

Total calculated

$0

Hours/week

1
Linda StyerLINDA STYER

TRUSTEE

Total calculated

$0

Hours/week

1
Tania BosterTANIA BOSTER

TRUSTEE

Total calculated

$0

Hours/week

1
Elizabeth HamiltonELIZABETH HAMILTON

TRUSTEE

Total calculated

$0

Hours/week

1
Louise EdwardsLOUISE EDWARDS

TRUSTEE

Total calculated

$0

Hours/week

1
Charlotte HopkinsonCHARLOTTE HOPKINSON

TRUSTEE

Total calculated

$0

Hours/week

1
Francesca LichaucoFRANCESCA LICHAUCO

TRUSTEE

Total calculated

$0

Hours/week

1
Sarah NewmanSARAH NEWMAN

TRUSTEE

Total calculated

$0

Hours/week

1
Gavin TrittGAVIN TRITT

EXECUTIVE DIRECTOR

Total calculated

$216,084

From this org

$149,585

From related orgs

$0

Other

$66,499

Hours/week

40

Schedule J breakdown matched by us

Base

$149,585

Bonus

$0

Other

$0

Deferred

$16,465

Nontaxable benefits

$50,034

Filer's total

$216,084

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. 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

3 · Compensation committee
3 · Form 990 of other organizations
3 · Written employment contract
3 · Approval by the board or compensation committee

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

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

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.

OBERLIN COLLEGE

501(C)(3) · EDUCATION · OH

Provenance

Return type: form_990
Tax year: 2023
Filed: 13 May 2025
IRS schema version: 2023v6.0
Source object: 202501339349303880

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