2025-05-07T08:08:01-05:00 2024-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-07-01 316401596 THE OHIO STATE UNIVERSITY ALUMNI ASSOCIATION INC OHIO 6142922200 2200 OLENTANGY RIVER ROAD COLUMBUS OH 43210 MOLLY RANZ CALHOUN PRESIDENT/CEO 6142922200 2025-05-05 1 1 KATHLEEN M MOSELEY P00116760 6142211120 2025-05-05 2023 2025-03-06 01:10:19Z MOLLY RANZ CALHOUN 2200 OLENTANGY RIVER ROAD COLUMBUS OH 43210 18874092 0 8074 X HTTPS://WWW.OSU.EDU/ALUMNI X 1992 OH TO BE THE HEART OF THE BUCKEYE ALUMNI COMMUNITY, INSPIRING AND CULTIVATING ENGAGED CITIZENS. THROUGH TIME AND CHANGE, WE ENRICH FIRM FRIENDSHIPS AMONG BUCKEYE ALUMNI OF THE OHIO STATE UNIVERSITY. 17 17 0 5500 54230 0 16867013 16264961 597818 277837 3089445 1572293 1695315 759001 22249591 18874092 0 0 0 0 0 0 2602220 3777871 3777871 16561414 18315261 19163634 22093132 3085957 -3219040 38062935 36776502 0 0 38062935 36776502 X TO BE THE HEART OF THE BUCKEYE ALUMNI COMMUNITY, INSPIRING AND CULTIVATING ENGAGED CITIZENS. THROUGH TIME AND CHANGE, WE ENRICH FIRM FRIENDSHIPS AMONG BUCKEYE ALUMNI OF THE OHIO STATE UNIVERSITY. 0 0 4505974 0 15525 CONNECTIONSTHE REGIONAL ENGAGEMENT PROGRAM IS THE PRIMARY METHOD THAT THE ASSOCIATION CAN PROVIDE LEADERSHIP AND PROGRAMMING SUPPORT FOR OUR ALUMNI CLUB LEADERS AND VOLUNTEERS. THE CLUBS ARE LOCATED IN OVER 150 CITIES, INCLUDING 8 OVERSEAS. OUR ENGAGEMENT TEAM HELPS THE VOLUNTEERS WITH A VARIETY OF ACTIVITIES, MANY OF WHICH SUPPORT SCHOLARSHIPS FOR CURRENT OHIO STATE STUDENTS. 3832997 0 126423 EXPERIENCESTHE CONSTITUENCY PROGRAMS REPRESENTS OPPORTUNITIES FOR ALUMNI TO ENGAGE WITH THE ALUMNI ASSOCIATION WITH THE INTENT TO DEVELOP A LONG-LASTING RELATIONSHIP. PROGRAMS BROADLY INCLUDES SOCIAL GATHERINGS, GAME WATCHES, FOOTBALL PRE-GAME EVENTS, NETWORKING EVENTS,FAMILY ACTIVITIES,ALUMNI TOURS AND OTHER GROUP ACTIVITIES WHERE ALUMNI ARE INVITED TO JOIN THE ASSOCIATION STAFF, FELLOW ALUMNI AND UNIVERSITY AMBASSADORS. PROGRAMS ARE HELD IN A VARIETY OF LOCATIONS, SOME OF WHICH ARE IN COLUMBUS BUT MANY OF WHICH ARE IN GEOGRAPHIC LOCATIONS ACROSS THE COUNTRY.THE ASSOCIATION ENGAGES IN A SET OF ACTIVITIES (PHONE CALLS, MAIL SOLICITATION, EMAIL SOLICITATION, ETC.) THAT ARE INTENDED TO GENERATE CONTRIBUTIONS TO THE OHIO STATE UNIVERSITY. THE PROGRAM IS ENTIRELY MANAGED AND DIRECTED BY THE ASSOCIATION. 1745821 0 105664 ADVOCACYACTIVELY ENCOURAGES OTHERS TO CONTRIBUTE THEIR TIME, TALENT OR TREASURE TO OHIO STATE. ADVOCATES HELP TO IDENTIFY AND DEVELOP FUTURE SUPPORTERS, FUELING THE ADVANCEMENT CONTINUUM, WHO WILL ACTIVATE AND LEVERAGE THEIR PERSONAL NETWORKS. CONNECTIONS MADE BY ADVOCATES INCREASE THE EFFICIENCY AND VELOCITY IN WHICH CONSTITUENTS MOVE THROUGH THE ADVANCEMENT CONTINUUM. ADVOCACY FOCUSES ON GOVERNMENT ADVOCATES, THE OSU EARLY INVESTOR NETWORK, DONOR LOYALTY, PARTNERSHIPS, THE YOUNG ALUMNI ACADEMY AND THE STUDENT ALUMNI COUNCIL. 2306100 0 6220 STRATEGY AND BELONGING AND STRATEGY AND ADMINISTRATION. 2306100 0 6220 12390892 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 34 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 1 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 0 0 0 OH X MOLLY RANZ CALHOUN 6142922200 2200 OLENTANGY RIVER ROAD COLUMBUS OH 43210 X TED ADAMS TREASURER 5.00 X X 0 0 0 STEPHANIE BAXTER DIRECTOR 5.00 X 0 0 0 JR BLACKBURN DIRECTOR 5.00 X 0 0 0 SUSAN BON DIRECTOR 5.00 X 0 0 0 LEONARD HAYNES DIRECTOR 5.00 X 0 0 0 CATHERINE LANNING VICE CHAIR 5.00 X X 0 0 0 ALICE MONG DIRECTOR 5.00 X 0 0 0 JOSEPH RITCHIE DIRECTOR 5.00 X 0 0 0 SAID SARIOLGHALAM VICE CHAIR 5.00 X X 0 0 0 BERNARD SAVARESE CHAIR 5.00 X X 0 0 0 EMILY SCHRIVER DIRECTOR 5.00 X 0 0 0 MELISSA WASSER DIRECTOR 5.00 X 0 0 0 TINA PROVOST DIRECTOR 5.00 X 0 0 0 DAMON FROST DIRECTOR 5.00 X 0 0 0 DAVE TURKALASKI DIRECTOR 5.00 X 0 0 0 GEORGE VALCARCEL DIRECTOR 5.00 X 0 0 0 ANNE GARCIA DIRECTOR 5.00 X 0 0 0 MOLLY RANZ CALHOUN PRESIDENT AND CEO 40.00 X 0 0 0 0 0 0 0 0 0 0 0 16069180 195781 16264961 SALES AND SERVICES 900099 277837 253832 24005 277837 1572293 1572293 728776 728776 OSU ALUMNI MAGAZINE 541800 30225 30225 30225 18874092 253832 54230 2301069 8953073 6625274 2327799 4108 3081 1027 3777871 3777871 3914753 2427147 1487606 2763673 2459669 304004 507077 10096 496981 379051 356308 22743 773888 773888 MAGAZINE PUBLICATIONS 465334 465334 MISCELLANEOUS EXPENSE 449272 4534 444738 BOD EXPENSE 62835 628 62207 EQUIPMENT MAINT & REPAI 42197 38821 3376 22093132 12390892 5924369 3777871 5935126 2716086 32127809 34060416 38062935 36776502 0 0 X 38062935 36776502 38062935 36776502 38062935 36776502 -3219040 1932607 0 X X 0 1 X 1 0 X 12412957 11704273 13246821 16867013 16264961 70496025 12412957 11704273 13246821 16867013 16264961 70496025 70496025 2566789 2014568 2662255 4738580 2301069 14283261 11544 672 9402 8865 30483 84809769 1319704 0.83120 0.81700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 810129 810129 1215194 139906 139906 202532 202532 303798 0 PUBLIC EQUITIES 13385743 F PRIVATE EQUITIES 8991950 F REAL ESTATE AND INFRASTRUCTURE 3985069 F HEDGE FUNDS 6607721 F FIXED INCOME 1089933 F 34060416 X 20806699 1932607 1932607 18874092 0 18874092 22093132 0 22093132 0 22093132 PART III, LINE 4: VARIOUS WORKS OF ART DEPICTING SCENES THROUGHOUT THE HISTORY OF THE OHIO STATE UNIVERSITY MEANT TO BE ENJOYED BY UNIVESRITY STAFF, ALUMNI AND FRIENDS WHILE VISITING THE LONGABERGER ALUMNI HOUSE. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME AS DEFINED IN THE CODE. THE ASSOCIATION HAD LIMITED UNRELATED TAXABLE BUSINESS INCOME DURING THE YEARS ENDED JUNE 30, 2024 AND 2023 AND HAS CARRYFORWARD LOSSES (APPROXIMATELY $1,600,000) TO REDUCE FUTURE UNRELATED BUSINESS TAXABLE INCOME. ACCORDINGLY, NO CASH PAYMENTS FOR FEDERAL OR STATE INCOME TAXES WAS MADE FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. X 1 LEGENDS 7900 ROCKVILLE ROAD INDIANAPOLIS IN 46214 PHONE SOLICITATIONS 0 0 3777871 -3777871 3777871 -3777871 SCHEDULE G, PART I, COLUMNS (IV) - (VI) THE ASSOCIATION'S ANNUAL GIVING PROGRAM SUPPORTS FUNDRAISING ACTIVITIES FOR THE OHIO STATE UNIVERSITY AND THE OHIO STATE UNIVERSITY FOUNDATION. UNDER THE ASSOCIATION'S LEADERSHIP, A PORTION OF THE OPERATIONS OF THE PROGRAM HAVE BEEN OUTSOURCED TO A PROFESSIONAL FUNDRAISER. AS DEFINED IN THE AGREEMENT, THE ALUMNI ASSOCIATION MAINTAINS FINAL DECISION AUTHORITY OVER THE PROGRAM. ALL FUNDS RAISED ARE DIRECTED TO VARIOUS FUNDS UNDER THE GUIDANCE AND OWNERSHIP OF THE OHIO STATE UNIVERSITY FOUNDATION, THUS THE GROSS RECEIPTS TO OSUAA IS $0. FORM 990, PART V, LINE 1C THE ORGANIZATION DID NOT HAVE REPORTABLE PAYMENTS THAT REQUIRED COMPLIANCE WITH BACKUP WITHHOLDING. FORM 990, PART VI, SECTION A, LINE 3 EFFECTIVE JULY 1, 2010, ALL EMPLOYEES AND OFFICERS OF THE ASSOCIATION BECAME EMPLOYEES OF THE OHIO STATE UNIVERSITY. TERMS OF EMPLOYMENT ARE SPECIFIED IN A CONTRACT BETWEEN THE ASSOCIATION AND THE UNIVERSITY AND APPROVED BY THE ASSOCIATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ASSOCIATION (THE "MEMBERSHIP OR "MEMBERS") CONSISTS OF: A) ALL ALUMNI; DEFINED AS PERSONS WHO HOLD DEGREES AWARDED BY THE UNIVERSITY INCLUDING ASSOCIATE, BACHELOR, GRADUATE, PROFESSIONAL AND HONORARY DEGREES, OR WHO ARE MEDICAL RESIDENT GRADUATES OF THE UNIVERSITY (THE "ALUMNI"). B) ALL PERSONS WHO WERE IN GOOD STANDING AS LIFE MEMBERS OF THE ASSOCIATION AS OF JULY 1, 2012, BUT DO NOT HOLD A DEGREE FROM THE UNIVERSITY. C) ALL PERSONS WHO WERE IN GOOD STANDING AS ANNUAL DUES-PAYING MEMBERS OF THE ASSOCIATION AS OF JULY 1, 2012, AND WHO CONTINUE TO SUPPORT THE UNIVERSITY ANNUALLY AT A BOARD-APPROVED RECOGNITION LEVEL , BUT DO NOT HOLD A DEGREE FROM THE UNIVERSITY. THE FOLLOWING SHALL BE CONSIDERED "ACTIVE MEMBERS" WHO MAY PARTICIPATE IN THE GOVERNANCE OF THE ASSOCIATION AS SET FORTH BELOW: A) ALUMNI GRANDFATHERED IN AS "LIFE MEMBERS" OF THE ASSOCIATION. B) ALUMNI WHO PARTICIPATE IN A BOARD-APPROVED RECOGNITION LEVEL. THE BENEFITS ACCORDED TO EACH CATEGORY OF MEMBERSHIP SHALL BE DETERMINED BY THE BOARD FROM TIME TO TIME. FORM 990, PART VI, SECTION A, LINE 7A THE OSU PRESIDENT HAS THE AUTHORITY TO APPOINT 2 MEMBERS TO THE BOARD OF DIRECTORS. EACH OF THOSE APPOINTEES HAS A TERM OF 5 YEARS. FORM 990, PART VI, SECTION A, LINE 7B A GENERAL MEETING OF THE MEMBERSHIP OF THE ASSOCIATION MAY BE CALLED BY THE BOARD OR SHALL BE CALLED UPON THE WRITTEN OR ELECTRONIC DEMAND OF FIVE MEMBERS OF THE BOARD. THE TIME AND PLACE OF SUCH MEETING SHALL BE DETERMINED BY THE BOARD. ONE THOUSAND (1,000) MEMBERS OF THE ENTIRE MEMBERSHIP, WITH NO MORE THAN TWO HUNDRED (200) OF WHOM RESIDE IN ANY ONE STATE, SHALL CONSTITUTE A QUORUM. ANY ACTION TAKEN IN SUCH A GENERAL MEETING SHALL BE SUBMITTED TO THE BOARD. IF APPROVED BY THE BOARD, SUCH ACTION SHALL TAKE EFFECT. IF NOT APPROVED BY THE BOARD, SUCH ACTION SHALL BE SUBMITTED TO THE ACTIVE MEMBERS OF THE ASSOCIATION FOR VOTE BY MAIL OR ELECTRONIC BALLOT; IF A TWO-THIRDS MAJORITY OF THE VOTES CAST ARE IN FAVOR OF THE ACTION, IT SHALL TAKE EFFECT. FORM 990, PART VI, SECTION B, LINE 11B DOCUMENTS ARE PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRETORS ELECTRONICALLY AND FEEDBACK ON THE FORM IS COLLECTED. THE 990 IS ALSO INCLUDED IN BOARD MEETING MATERIALS FOR REVIEW. THE AUDIT COMMITTEE HAS AN EXECUTIVE SESSION WITH THE AUDITOR IN ADVANCE OF THE ANNUAL AUDIT. THE AUDITOR RECAPS AUDIT RESULTS IN THE EXECUTIVE SESSION; SUBSEQUENTLY, THE BOARD OF DIRECTORS APPROVES THE ANNUAL AUDIT. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS REVIEW AND SIGN THE DOCUMENT ANNUALLY AT A BOARD MEETING. AN EMPLOYEE OF THE OHIO STATE UNIVERSITY ALUMNI ASSOCIATION TRACKS AND ENSURES ALL BOARD MEMBERS HAVE RETURNED THE REQUIRED DOCUMENTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CODE OF ETHICS ARE POSTED ON A PUBLIC WEBSITE. FINANCIAL DISCLOSURES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 10: ALUMNI CLUBS ARE CHARTERED BY THE ASSOCIATION ON A GEOGRAPHICAL BASIS TO PROMOTE THE MISSION OF THE ASSOCIATION AND THE UNIVERSITY AND TO DEVELOP CLOSER FELLOWSHIP AMONG THE GRADUATES, FORMER STUDENTS, AND OTHER SUPPORTERS OF THE UNIVERSITY. THE MISSION OF THE CLUB MUST ALIGN WITH THE VALUES OF THE ASSOCIATION, AS OUTLINED IN THE BOARD BYLAWS. EACH CLUB IS PROVIDED A BOARD-APPROVED SAMPLE CONSTITUTION FOR CLUBS. THE SAMPLE CONSTITUTION IS THEN SUBMITTED BY THEIR CLUB OFFICERS OR LEADERS TO THE MEMBERS OF THE CLUB, WHO MAY ADOPT IT IN TOTAL OR MAY PETITION THE BOARD TO APPROVE SUBSTANTIVE CHANGES TO MEET THE CLUB'S PARTICULAR NEEDS. SUCH CONSTITUTION, AS ADOPTED LOCALLY BY THE CLUB IN A REGULAR OR CALLED MEETING, MUST BE APPROVED BY THE BOARD. UPON RECEIPT OF SUCH APPROVAL, SUCH CONSTITUTION SHALL CONSTITUTE THE PRINCIPLES UNDER WHICH THE CLUB SHALL OPERATE. UPON THE FORMAL, WRITTEN, OR ELECTRONIC NOTIFICATION OF THE ADOPTION OF A CONSTITUTION IN A FORM APPROVED BY THE BOARD, THE BOARD SHALL CHARTER THE LOCAL GROUP AS AN OFFICIAL ALUMNI CLUB OF THE UNIVERSITY. ALL CLUB OFFICERS AND BOARD MEMBERS OF ANY ALUMNI CLUB MUST BE ACTIVE MEMBERS OF THE ASSOCIATION. THE PRESIDENT/CEO OF THE ASSOCIATION, OR HIS/HER DESIGNEE, SHALL HAVE POWER TO REMOVE AN OFFICER OF AN ALUMNI CLUB WHO FAILS TO PROPERLY PERFORM THE FUNCTIONS OF HIS/HER OFFICE, SUBJECT TO REVIEW BY THE BOARD. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE HAS AN EXECUTIVE SESSION WITH THE AUDITOR IN ADVANCE OF THE ANNUAL AUDIT. THE AUDITOR RECAPS AUDIT RESULTS IN THE EXECUTIVE SESSION; SUBSEQUENTLY, THE BOARD OF DIRECTORS APPROVES THE ANNUAL AUDIT.