Form 990 for tax year 2022
Filed by BOWLING GREEN STATE UNIVERSITY FOUNDATION INC.
Totals
- Total revenue
- $38,622,548
- Total expenses
- $27,855,373
- Contributions and grants received
- $28,192,190
- Grants paid
- $18,189,047
- Program service revenue
- $227,627
- Investment income
- $10,213,343
- Other revenue
- -$10,612
- Total assets, end of year
- $295,626,429
- Total liabilities, end of year
- $3,719,736
- Net assets or fund balances, end of year
- $291,906,693
- Program services expenses (Part IX)
- $23,802,695
- Management and general expenses
- $2,226,499
- Fundraising expenses
- $1,826,179
- Program service expenses (Part III)
- $23,802,695
Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
C Ray Mullins
Director, Board Chair Elect, Nominating & Gov. Chair
- Total calculated
- $0
- Hours/week
- 1
-
Emanuele Conti
Director, Board Chair
- Total calculated
- $0
- Hours/week
- 1
-
Pamela J Conlin
Director, BGSU Foundation President & CEO
- Total calculated
- $393,236
- From this org
- $0
- From related orgs
- $322,204
- Other
- $71,032
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $311,057 related
- Bonus
- $0
- Other
- $0 + $11,147 related
- Deferred
- $0 + $43,535 related
- Nontaxable benefits
- $0 + $27,497 related
- Filer's total
- $0 + $393,236 related
-
Valerie Newell
Director, Treasurer, Financial Affairs Chair
- Total calculated
- $0
- Hours/week
- 1
-
Anthony Rucci
Director
- Total calculated
- $0
- Hours/week
- 1
-
Arthur Tuttle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bonnie Sandman
Director
- Total calculated
- $0
- Hours/week
- 1
-
C Raymond Marvin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Carol Ware
Director
- Total calculated
- $0
- Hours/week
- 1
-
Craig Anderson
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Levey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gary Benz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gregory Forte
Director
- Total calculated
- $0
- Hours/week
- 1
-
Holly Horn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Howard Aldrich
Director
- Total calculated
- $0
- Hours/week
- 1
-
James Bailey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Miller-Blakely
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Gawaluck
Director
- Total calculated
- $0
- Hours/week
- 1
-
John Riedl
Director
- Total calculated
- $0
- Hours/week
- 1
-
Judith Sommers
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karla Jones
Director
- Total calculated
- $0
- Hours/week
- 1
-
Karol Spencer
Director
- Total calculated
- $0
- Hours/week
- 1
-
Keith Grass
Director
- Total calculated
- $0
- Hours/week
- 1
-
Linda Davis Watters
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marcele Stiffler
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marcia Foss
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mary Beth Pate
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Winner
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ravi Kandikonda
Director
- Total calculated
- $0
- Hours/week
- 1
-
Richard Moore
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rodney K Rogers
Director, BGSU President
- Total calculated
- $842,891
- From this org
- $0
- From related orgs
- $599,199
- Other
- $243,692
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $495,931 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $3,268 related
- Deferred
- $0 + $226,969 related
- Nontaxable benefits
- $0 + $16,723 related
- Filer's total
- $0 + $842,891 related
-
Shirley Carlson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Teresa Bair
Director
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Shanklin
Director
- Total calculated
- $0
- Hours/week
- 1
-
ADREA NICOLE SPOON (SEE NARRATIVE IN SCH O)
AVP, Alumni Eng & Annual Giving
- Total calculated
- $147,030
- From this org
- $0
- From related orgs
- $114,814
- Other
- $32,216
- Hours/week
- 35 + 5 related
-
Jeremy Ball
AVP of Advancement Services
- Total calculated
- $206,860
- From this org
- $0
- From related orgs
- $148,617
- Other
- $58,243
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $145,927 related
- Bonus
- $0 + $2,000 related
- Other
- $0 + $690 related
- Deferred
- $0 + $21,722 related
- Nontaxable benefits
- $0 + $36,521 related
- Filer's total
- $0 + $206,860 related
-
Karen Rohr
AVP, Alumni Eng & Annual Giving
- Total calculated
- $202,349
- From this org
- $0
- From related orgs
- $161,261
- Other
- $41,088
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $118,539 related
- Bonus
- $0
- Other
- $0 + $42,722 related
- Deferred
- $0 + $23,170 related
- Nontaxable benefits
- $0 + $17,918 related
- Filer's total
- $0 + $202,349 related
-
Laura Moore
Exec Dir, Donor Relations & Stewardship
- Total calculated
- $146,216
- From this org
- $0
- From related orgs
- $112,248
- Other
- $33,968
- Hours/week
- 35 + 5 related
-
Robin Stock
AVP of Development
- Total calculated
- $190,526
- From this org
- $0
- From related orgs
- $156,545
- Other
- $33,981
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $138,201 related
- Bonus
- $0
- Other
- $0 + $18,344 related
- Deferred
- $0 + $19,743 related
- Nontaxable benefits
- $0 + $14,238 related
- Filer's total
- $0 + $190,526 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, 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 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 3 Arrangement used to establish the top management official's compensation
- The top management official of the Foundation is employed by the University and therefore the University establishes the compensation for that individual.
- Schedule J, Part I, Line 4a Severance or change-of-control payment
- Karen Rohr received severance payments that were reported on her 2022 W2 in the amount of $42,128.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- DR. RODNEY ROGERS, UNIVERSITY PRESIDENT, PARTICIPATES IN BOWLING GREEN STATE UNIVERSITY'S NONQUALIFIED DEFERRED COMPENSATION ARRANGEMENT OR SECTION 457(F) PLAN. AT THE END OF EACH CONTRACT YEAR COMMENCING ON JANUARY 1, 2018 AND ENDING WITH THE CONTRACT YEAR COMMENCING ON JUNE 30, 2023, AN AMOUNT EQUAL TO AT LEAST 20% OF DR. ROGERS' BASE SALARY WILL BE CONTRIBUTED TO THE DEFERRED COMPENSATION ACCOUNT IN ADDITION TO ANY OTHER AMOUNTS APPROVED BY THE BOARD OF TRUSTEES. IF ROGERS IS TERMINATED DURING A CONTRACT YEAR, ROGERS' ACCOUNT SHALL BE CREDITED WITH AN AMOUNT EQUAL TO AT LEAST 20% TWENTY PERCENT (20%) OF ROGERS' BASE SALARY FOR SUCH CONTRACT YEAR, DIVIDED BY TWELVE (12) AND MULTIPLIED BY THE NUMBER OF MONTHS OF THE CONTRACT YEAR THAT ROGERS WAS EMPLOYED AS THE BGSU PRESIDENT ON THE LAST DAY OF THE MONTH. 2022 DEFERRAL AMOUNT = $152,393
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
-
Bowling Green State University
$6,171,287
To support the University's exempt purpose.
-
$60,000
To support the Alumni Association's Exempt purpose.
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.
-
BOWLING GREEN STATE UNIVERSITY
EDUCATION · OH
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
BOWLING GREEN STATE UNIV FOUNDATION LLC
REAL ESTATE MANAGEMENT · OH · income $0 · assets $608,890
Directly controlled by BGSU FOUNDATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Charitable Remainder Trusts (5)
Trust · INVESTMENT · OH · controlled entity
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421359349300612
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