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Nonprofiteer
← OHIO STATE UNIVERSITY ALUMNI ASSOCIATION INC

Form 990 for tax year 2023

Filed by OHIO STATE UNIVERSITY ALUMNI ASSOCIATION INC.

Totals

Total revenue
$68,832
Total expenses
$65,688
Contributions and grants received
$25,595
Grants paid
$0
Program service revenue
$42,590
Investment income
$238
Other revenue
$409
Total assets, end of year
$539,257
Total liabilities, end of year
$5,050
Net assets or fund balances, end of year
$534,207
Program services expenses (Part IX)
$58,885
Management and general expenses
$6,803
Fundraising expenses
$0
Program service expenses (Part III)
$58,885

Program services were 89.6% 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.

  • 1d · Related organizations

    $23,355

  • 1f · All other contributions, gifts and grants

    $2,240

  • 2a · Program service revenue: MEMBERSHIP DUES & RELATIONS

    total $26,740 · related or exempt $26,740

  • 2b · Program service revenue: ANNUAL CONFERENCE

    total $15,850 · related or exempt $15,850

  • 3 · Investment income

    total $238 · excluded $238

  • 11a · Other revenue: CULTURAL EVENT & TRAVEL

    total $409 · excluded $409

  • 11e · Other revenue, total

    $409

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $4,200 · management and general $4,200

  • 13 · Office expenses

    total $28,516 · program services $28,516

  • 19 · Conferences, conventions and meetings

    total $22,457 · program services $22,457

  • 23 · Insurance

    total $2,603 · management and general $2,603

  • 24a · Other expenses: TRAVEL AND MEETINGS

    total $4,060 · program services $4,060

  • 24b · Other expenses: MEMBERSHIP COSTS

    total $1,024 · program services $1,024

  • 24c · Other expenses: BIG 10 MEETING TRAVEL

    total $1,001 · program services $1,001

  • 24d · Other expenses: DUES & DINNER SERIES

    total $630 · program services $630

  • 24e · All other expenses

    total $1,197 · program services $1,197

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,625 · end of year $10,412

  • 2 · Savings and temporary cash investments

    beginning of year $36,552 · end of year $42,255

  • 4 · Accounts receivable

    beginning of year $5,785 · end of year $910

  • 9 · Prepaid expenses and deferred charges

    end of year $4,295

  • 12 · Investments: other securities

    beginning of year $473,161 · end of year $481,385

  • 19 · Deferred revenue

    beginning of year $9,285 · end of year $5,050

  • 27 · Net assets without donor restrictions

    beginning of year $505,695 · end of year $517,064

  • 28 · Net assets with donor restrictions

    beginning of year $17,143 · end of year $17,143

Mission and programs · 2023

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 $7,980 · Revenue $26,740

  • 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 $28,448

  • 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 $22,457 · Revenue $15,850

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

Listed in Part VII

  • Sandy Bell

    PRESIDENT

    Total calculated
    $0

  • Sally Dellinger

    VICE PRESIDE

    Total calculated
    $0

  • Pamela Thomas

    SECRETARY

    Total calculated
    $0

  • Joel Teaford

    TREASURER

    Total calculated
    $0

  • Raimund Goerler

    HISTORIAN

    Total calculated
    $0

  • Nena Couch

    MEMBER AT LA

    Total calculated
    $0

  • Catherine Montalto

    MEMBER AT LA

    Total calculated
    $0

  • Douglas Torrance

    MEMBER AT LA

    Total calculated
    $0

  • Julie Carpenter-Hubin

    MEMBER AT LA

    Total calculated
    $0

  • Gail Capel-Stephenoff

    MEMBER AT LA

    Total calculated
    $0

  • Peter Thomison

    MEMBER AT LA

    Total calculated
    $0

  • Carol Newcomb-Alutto

    COMMITTEE CH

    Total calculated
    $0

  • Gerald Newsom

    COMMITTEE CH

    Total calculated
    $0

  • Marie Taris

    COMMITTEE CH

    Total calculated
    $0

  • Nancy Wardwell

    COMMITTEE CH

    Total calculated
    $0

  • Susan Schnell

    COMMITTEE CH

    Total calculated
    $0

  • Ruth Anderson

    COMMITTEE CH

    Total calculated
    $0

  • Karen Bruns

    COMMITTEE CH

    Total calculated
    $0

  • Gemma McLuckie

    COMMITTEE CH

    Total calculated
    $0

  • Elenore R Zeller

    COMMITTEE CH

    Total calculated
    $0

  • Lynne Bonenberger

    COMMITTEE CH

    Total calculated
    $0

  • Constance Oulanoff

    COMMITTEE CH

    Total calculated
    $0

  • Bob Furbee

    COMMITTEE CH

    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.

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.0
Source object
202403239349300120

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