2024-05-14T11:44:00-05:00 2023-06-30 420714325 RSM US LLP 30 South Wacker Dr Suite 3300 Chicago IL 606063392 990 2022-07-01 340768350 Oberlin Shansi Memorial Association OBER 4407758605 103 Peters Hall Oberlin OH 44074 Gavin Tritt Executive Director 4407758605 2024-05-13 1 Gavin Tritt XXX-XX-XXXX 1 Ariel Garcia P02244437 3126343400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Gavin Tritt 103 Peters Hall Oberlin OH 44074 5981135 0 X www.shansi.org X 1923 OH 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. 12 12 6 25 0 0 308749 320683 0 0 635657 786591 0 0 944406 1107274 92857 93370 0 0 382608 418718 0 0 58816 232837 283203 708302 795291 236104 311983 12924227 13741110 60580 69109 12863647 13672001 X 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. 0 0 160374 3325 0 At Oberlin College, support events organized by chartered student organizations, or departments. Develop and support academic conferences and distinguished lectures on issues related to Asia by Asian and American scholars. 112217 44759 0 Indonesia educational exchange program supports Oberlin graduates studying and volunteer teaching at Indonesian universities and Indonesian faculty members studying, doing research, and undertaking community engagement activities in Oberlin and at Oberlin College. 98119 31212 0 India educational exchange program supports Oberlin graduates studying and volunteer teaching at Indian universities and nongovernmental organizations and Indian faculty members studying, doing research, and undertaking community engagement activities in Oberlin and at Oberlin College. 95483 8704 0 Japan educational exchange program supports Oberlin graduates studying, working, and volunteer teaching at Japanese universities and nongovernmental organizations. 66220 5370 0 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. 161703 14074 0 532413 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Gavin Tritt 4407758605 103 Peters Hall Oberlin OH 44074 Jesse Gerstin Board Chair 1.00 0.00 X X 0 0 0 Joycelyn Eby Treasurer 1.00 0.00 X X 0 0 0 M Danielle Young Secretary 1.00 0.00 X X 0 0 0 Tania Boster Trustee 1.00 0.00 X 0 0 0 Vanessa Champagne Trustee 1.00 0.00 X 0 0 0 Elizabeth Hamilton Trustee 1.00 0.00 X 0 0 0 Erika Hoffmann-Dilloway Trustee 1.00 0.00 X 0 0 0 Christina James Trustee 1.00 0.00 X 0 0 0 Scott Kalb Trustee until 11/22 1.00 0.00 X 0 0 0 Robina Saha Trustee 1.00 0.00 X 0 0 0 Zoe Sherinian Trustee 1.00 0.00 X 0 0 0 Linda Styer Trustee 1.00 0.00 X 0 0 0 Daniel Tam-Claiborne Trustee 1.00 0.00 X 0 0 0 Gavin Tritt Executive Director 40.00 0.00 X 147016 0 58989 147016 0 58989 1 0 1 0 0 320683 320683 290624 290624 5369828 4873861 495967 495967 495967 1107274 0 0 786591 3325 3325 90045 90045 211006 149439 34098 27469 145038 102718 23439 18881 9559 6770 1545 1244 31006 21959 5011 4036 22109 15658 3573 2878 36183 36183 94863 94863 9916 8035 1042 839 26678 26678 23324 22535 437 352 9843 6644 1772 1427 11645 9367 1262 1016 Fellowship and program 66058 66058 Program Support 3891 2626 701 564 Equipment maintenance 802 556 136 110 795291 532413 204062 58816 80204 931 0 24754 5130 8673 19750 0 707999 533395 184447 174604 12634696 13532148 12924227 13741110 60580 69109 60580 69109 X 3000695 3160118 9862952 10511883 12863647 13672001 12924227 13741110 311983 496371 0 X 0 1 X 1 0 X X 1 Oberlin College 340714363 2 1 89389 0 1 89389 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 Part IV, Section D, Line 3: Voting members of the Oberlin Shansi Memorial Association ("Shansi") Board include one member appointed by the supported organization, Oberlin College, and elected by the Shansi Board, as well as multiple members of the administration and faculty of the College. Finances are managed through the Controller's Office of Oberlin College, and financial statements and Forms 990 are reviewed by both. This close relationship gives Oberlin College a significant voice in Shansi's investment policies and in ensuring that Shansi's income and assets are used to support Shansi's educational activities which also benefit the College. Part IV, Section E, Line 2a: Shansi's activities support Oberlin College's educational mission by sponsoring educational exchange programs in China, India, Indonesia, Japan, and elsewhere in Asia for interested students and recent graduates of Oberlin College. These programs support efforts by Oberlin College to expand experiential learning and internship opportunities for students and career development for students and graduates. Shansi also supports Oberlin College's educational mission by developing and supporting academic conferences and lectures on issues related to Asia by Asian and American scholars. Oberlin College receives significant benefits from Shansi and its educational programs. These programs constitute substantially all of Shansi's activities. Part IV, Section E, Line 2b: Through Fellowship, grant, and visiting scholar programs, as well as lectures and other educational events, Shansi performs significant activities that Oberlin College would otherwise have to do on its own. As such, Shansi helps Oberlin College to further its educational mission by focusing on increasing student and community global awareness and knowledge of Asia. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12318846 176501 1179182 362845 13311684 14704808 214478 -2059610 540830 12318846 11426087 616063 3124955 462297 14704808 11851964 4410 64882 495169 11426087 11824578 11492 492413 476519 11851964 0.21624 0.21158 0.57219 0 1 1 56000 56000 541524 425311 116213 110475 108084 2391 174604 X 1508782 496371 496371 1012411 94863 94863 1107274 700428 0 700428 94863 94863 795291 Part V, Line 4: Distributions from endowment funds are spent in compliance with the donors' restrictions applicable to the funds being distributed. Such disbursements are used to further the exempt educational purposes of Oberlin Shansi. Part X, Line 2: The Association is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for income taxes has been reflected in the accompanying financial statements. The Association believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. The Association's federal tax returns are subject to examination by the IRS, generally for three years after they were filed. 1 East Asia and the Pacific 0 0 Programs services and grants for Fellowships and volunteer activities including teaching. Educational services 287494 South Asia 0 0 Programs services and grants for Fellowships and volunteer activities including teaching. Educational services 102643 0 0 0 0 0 0 390137 0 390137 Fellowship grants East Asia and the Pacific 17 58883 Check and bank transfer Fellowship grants South Asia 4 31212 Check and bank transfer 0 0 0 0 0 0 Part I, Line 2: The Organization ensures that its funds are used for educational purposes by requiring all recipients to provide reports of their activities and, in cases where reimbursements are granted, receipts must be provided. The Organization supports this with on-site monitoring visits by senior staff and discussions with recipients and officials at organizations who host these individuals. Part III Accounting Method: 1 Grants for students and faculty of Oberlin College 6 3325 Part I, Line 2: The organization ensures that grants are spent for educational purposes by requiring all recipients to provide reports of their activities and, in cases where reimbursements are granted, receipts must be provided. X X 0 0 0 0 0 0 0 0 0 Gavin Tritt Executive Director 147016 0 0 0 0 0 16251 0 42738 0 206005 0 0 0 Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Shansi audit committee in consultation with the auditors and votes to approve prior to filing with the Internal Revenue Service. The audit committee then reports to the full board which votes to accept the filing. Form 990, Part VI, Section B, line 12c Each board member, officer, and employee of Oberlin Shansi is requested to submit a disclosure statement annually listing all the organizations with which they are affiliated and the nature of that affiliation. If a conflict arises, the person is not permitted to participate in the discussion or to vote on the transaction. The decision about the transaction is made by persons who are independent of the individual(s) with the conflict. Form 990, Part VI, Section B, line 15 The personnel committee of the board consulted with Oberlin College Office of Human Resources and other comparable entities in establishing the compensation for the Executive Director and assessing increases every year. The personnel committee recommends key personnel salary to the full board for approval. For the Deputy Director, Administrative Assistant, and any other staff, the personnel committee reviews the Executive Director's recommendations and approves annual salary adjustments. Compensation decisions were made by persons who are independent of the individuals whose compensation was being determined. Form 990, Part VI, Section C, line 19 The Organization's financial statements, conflict of interest policy, and governing documents are available on the Organization's website and upon request. Oberlin College 173 West Lorain St Oberlin OH 44074 340714363 Education OH 501(c)(3) Line 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0