2026-05-13T11:22:37-05:00 2025-06-30 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2024-07-01 310536640 COALITION FOR THE COMMON GOOD COAL 9377691340 900 DAYTON ST YELLOW SPRINGS OH 45387 JAMES HYATT INTERIM VP AND CFO 9377691340 2026-05-12 1 1 KAREN O CRIM P00368385 9372980201 2026-05-12 2024 2025-03-06 01:10:19Z ANTIOCH UNIVERSITY LORI VARLOTTA 900 DAYTON ST YELLOW SPRINGS OH 45387 131014740 0 X WWW.ANTIOCH.EDU X 1852 OH COALITION FOR THE COMMON GOOD PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. 9 9 1504 25 0 0 9135788 3974376 74880843 76390210 1146749 1516231 672927 1062327 85836307 82943144 2893861 3061394 0 0 56385135 61449429 750 0 596916 24198409 24049478 83478155 88560301 2358152 -5617157 74770537 67565843 37361301 34641334 37409236 32924509 X COALITION FOR THE COMMON GOOD, DBA ANTIOCH UNIVERSITY, PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. 0 0 75914315 3061394 76390210 ON JUNE 30, 2023, ANTIOCH UNIVERSITY CHANGED ITS CORPORATE NAME TO COALITION FOR THE COMMON GOOD (COALITION), BUT CONTINUES TO DO BUSINESS AS ANTIOCH UNIVERSITY AS A TAX-EXEMPT ENTITY USING THE SAME EMPLOYER IDENTIFICATION NUMBER (EIN) AND OFFICE OF POSTSECONDARY EDUCATION IDENTIFICATION (OPE ID). THE BROADER MISSION OF THE COALITION IS TO BE THE FIRST NATIONAL HIGHER EDUCATION SYSTEM OF AFFILIATED PRIVATE, NONPROFIT COLLEGES AND UNIVERSITIES, BOUND BY A COMMON MISSION OF PROMOTING DEMOCRACY, SOCIAL JUSTICE, EQUITY, INCLUSION, AND ENGAGED GLOBAL CITIZENSHIP. SPECIFIC TO ANTIOCH UNIVERSITY'S MISSION, IT CONTINUES TO PROVIDE LEARNER CENTERED EDUCATION TO ADULT STUDENTS ACROSS THE COUNTRY AND AROUND THE WORLD, VIA ONLINE AND FROM ITS FIVE CAMPUSES. ANTIOCH IS GUIDED BY ITS CORE VALUES OF EXCELLENCE IN TEACHING AND LEARNING, NURTURING STUDENT ACHIEVEMENT, SUPPORTING SCHOLARSHIP AND SERVICE, A COMMITMENT TO SOCIAL ENGAGEMENT, AND BUILDING AND SERVING INCLUSIVE COMMUNITIES. AS THE COALITION DEVELOPS, SO WILL THE NUMBER OF DEGREES/PROGRAMS OFFERED BY ANTIOCH UNIVERSITY, SERVING AS THE GRADUATE SCHOOL FOR THE SYSTEM.THE COALITION OF THE COMMON GOOD (DBA ANTIOCH UNIVERSITY) PROVIDES LEARNER-CENTERED EDUCATION TO EMPOWER STUDENTS WITH THE KNOWLEDGE AND SKILLS TO LEAD MEANINGFUL LIVES AND TO ADVANCE SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE. ANTIOCH UNIVERSITY WAS FOUNDED IN 1852 IN YELLOW SPRINGS, OHIO. ITS FIRST PRESIDENT WAS HORACE MANN, THE FATHER OF PUBLIC EDUCATION IN THE UNITED STATES, WHO DEEPLY BELIEVED THAT EDUCATION WAS THE CORNERSTONE OF A STRONG AMERICAN DEMOCRACY. TODAY, ANTIOCH IS A NATIONAL UNIVERSITY WITH CAMPUSES IN KEENE, NH; LOS ANGELES AND SANTA BARBARA, CA; SEATTLE, WA; AND YELLOW SPRINGS, OH, AS WELL AS NUMEROUS LOW-RESIDENCY AND ONLINE PROGRAMS. CAMPUSES FULFILL THE MISSION BY SERVING THE EDUCATIONAL NEEDS OF THE COMMUNITIES IN THEIR REGIONS; THE ONLINE PROGRAMS EXPAND ACCESS TO EDUCATION THROUGH HIGH-QUALITY, AFFORDABLE, AND FLEXIBLE EDUCATION. ANTIOCH ENROLLS CLOSE TO 4,600 POST-TRADITIONAL AGE STUDENTS IN A WIDE VARIETY OF PROFESSIONAL DOCTORAL AND MASTER'S PROGRAMS, IN AN UNDERGRADUATE DEGREE COMPLETION PROGRAM, AND IN PROFESSIONAL CERTIFICATES AND ENDORSEMENTS. THE UNIVERSITY'S MISSION IS GUIDED BY THE CORE VALUES OF EXCELLENCE IN TEACHING AND LEARNING, NURTURING STUDENT ACHIEVEMENT, SUPPORTING SCHOLARSHIP AND SERVICE, A COMMITMENT TO SOCIAL ENGAGEMENT, AND BUILDING AND SERVING INCLUSIVE COMMUNITIES. A BOLD AND ENDURING SOURCE OF INNOVATION IN HIGHER EDUCATION, ANTIOCH UNIVERSITY IS A PRIVATE, NONPROFIT INSTITUTION AND HAS BEEN CONTINUOUSLY ACCREDITED BY THE HIGHER LEARNING COMMISSION SINCE 1927.CREATING THE COALITION FOR THE COMMON GOODANTIOCH UNIVERSITY AND OTTERBEIN UNIVERSITY LAID THE GROUNDWORK TO CO-FOUND THE COALITION FOR THE COMMON GOOD (CCG), THE FIRST NATIONAL HIGHER EDUCATION SYSTEM OF AFFILIATED PRIVATE, NONPROFIT COLLEGES AND UNIVERSITIES THAT, THROUGH COLLABORATION AND INTEGRATION, PROVIDE TRANSFORMATIVE EDUCATION AND LIFELONG LEARNING. THE COALITION FOR THE COMMON GOOD IS DEDICATED TO PROMOTING DEMOCRACY, SOCIAL JUSTICE, EQUITY, INCLUSION, AND ENGAGED GLOBAL CITIZENSHIP. UNBOUND BY GEOGRAPHY, THE CCG WILL USE THE COMBINED RESOURCES OF THE MEMBER INSTITUTIONS TO DEVELOP AND DELIVER TARGETED EDUCATIONAL AND PROFESSIONAL DEVELOPMENT PROGRAMS THAT MEET THE UNIQUE REQUIREMENTS OF OUR COMMUNITIES THROUGH ACADEMIC PARTNERSHIPS WITH LOCAL BUSINESSES AND EMPLOYERS. THROUGH THE COALITION FOR THE COMMON GOOD, THE UNIVERSITIES HAVE MOVED FROM BEING COMPETITORS TO COLLABORATORS FOR THE BETTERMENT OF STUDENTS AND COMMUNITIES. BUILT ON THE FACULTY EXPERTISE OF BOTH INSTITUTIONS, THE CCG COMBINES MEMBERS' GRADUATE PROGRAMS TO FORM A GRADUATE DIVISION WITH A NATIONAL SCOPE, OPERATED BY ANTIOCH UNIVERSITY. THE COALITION FOR THE COMMON GOOD WILL ALSO COLLABORATE ON BUILDING OR ACQUIRING NEW PROGRAMS THAT WILL BENEFIT STUDENTS. THE COALITION FOR THE COMMON GOOD WILL EXPAND TO INCLUDE OTHER COLLEGES AND UNIVERSITIES THAT SHARE THE COALITION MEMBERS' LONG-STANDING COMMITMENTS TO PRESERVING DEMOCRACY, FURTHERING SOCIAL, RACIAL, ECONOMIC, AND ENVIRONMENTAL JUSTICE, AND PROVIDING ACCESS TO THOSE SEEKING TO ADVANCE THEIR LIVES AND COMMUNITIES THROUGH EDUCATION.DURING THE PAST YEAR, THE COALITION BEGAN RECRUITMENT EFFORTS IN COLUMBUS AND CENTRAL OHIO TO GROW ENROLLMENTS IN ANTIOCH'S MA IN CLINICAL MENTAL HEALTH COUNSELING AND DOCTOR OF EDUCATION (EDD) AND ALSO FORMED LOCAL PARTNERSHIPS WITH HEALTH CARE, K-12, NONPROFIT, AND OTHER ORGANIZATIONS TO PROVIDE ADULT EDUCATION AND WORKFORCE DEVELOPMENT OPPORTUNITIES FOR EMPLOYEES.INTRODUCTION OF NEW HEALTHCARE PROGRAMS AND INITIATIVESANTIOCH UNIVERSITY CONTINUED TO EXPAND MISSION-DRIVEN ACADEMIC OFFERINGS AND STUDENT PATHWAYS ALIGNED WITH WORKFORCE NEEDS, EDUCATIONAL ACCESS, AND COMMUNITY IMPACT. THE UNIVERSITY ESTABLISHED THE GRADUATE SCHOOL OF NURSING AND HEALTH PROFESSIONS AND APPOINTED DIANE WHITE, PHD, AS ITS FOUNDING DEAN. THE SCHOOL AIMS TO ADDRESS WORKFORCE SHORTAGES, IMPROVE ACCESS TO CARE, AND PREPARE GRADUATES FOR EVOLVING HEALTH SYSTEMS. ITS APPROACH CENTERS ON EMPOWERING STUDENTS TO CHALLENGE THE STATUS QUO AND DRIVE TRANSFORMATIVE CHANGE IN HEALTHCARE. THE ORIGINAL NURSING PROGRAMS WERE TRANSFERRED FROM OTTERBEIN UNIVERSITY, ANTIOCH'S CO-FOUNDING PARTNER IN THE COALITION FOR THE COMMON GOOD. THE GRADUATE SCHOOL OF NURSING AND HEALTH PROFESSIONS LAUNCHED A FULLY ONLINE, ASYNCHRONOUS MASTER OF SCIENCE IN ALLIED HEALTH. THIS PROGRAM OFFERS STUDENTS DIVERSE CAREER AND LEADERSHIP OPPORTUNITIES ACROSS HEALTHCARE SETTINGS. THE CURRICULUM SUPPORTS WORKING PROFESSIONALS AND THOSE SEEKING ADVANCEMENT IN HEALTHCARE ADMINISTRATION, EDUCATION, OPERATIONS, AND SERVICE DELIVERY.ANTIOCH UNIVERSITY INTRODUCED A MASTER OF SCIENCE IN ATHLETIC TRAINING TO PREPARE STUDENTS FOR CAREERS IN SPORTS MEDICINE, INJURY PREVENTION, REHABILITATION, AND PERFORMANCE HEALTH. THIS PROGRAM EXPANDS THE UNIVERSITY'S HEALTH SCIENCES PORTFOLIO AND MEETS THE INCREASING DEMAND FOR QUALIFIED PROFESSIONALS IN ATHLETIC, WELLNESS, EDUCATIONAL, AND CLINICAL SETTINGS.EXPANDING EDUCATIONAL ACCESS AND STUDENT PATHWAYSTHE COALITION FOR THE COMMON GOOD INTRODUCED GRADUATE EARLY ADMISSION PATHWAYS TO PROVIDE MORE AFFORDABLE AND EFFICIENT TRANSITIONS FOR OTTERBEIN UNDERGRADUATES INTO ANTIOCH GRADUATE PROGRAMS. THESE PATHWAYS ALLOW ELIGIBLE STUDENTS TO PLAN FOR ADVANCED DEGREES SOONER, REDUCE TIME TO COMPLETION, AND ENTER HIGH-DEMAND PROFESSIONS WITH FEWER BARRIERS. THE INITIATIVE ALSO SUPPORTS STUDENT RETENTION, COORDINATED ADVISING, AND SEAMLESS ACADEMIC PROGRESSION ACROSS MEMBER INSTITUTIONS.ANTIOCH INTRODUCED MICROCREDENTIALS IN GRADUATE MANAGEMENT STUDIES TO OFFER FLEXIBLE, STACKABLE LEARNING OPPORTUNITIES ALIGNED WITH WORKFORCE NEEDS. THESE CREDENTIALS HELP LEARNERS BUILD TARGETED SKILLS AS THEY PROGRESS TOWARD DEGREE PROGRAMS.INTRODUCTION OF NEW PROGRAMS IN EDUCATION AND SYSTEMIC CHANGEANTIOCH UNIVERSITY LAUNCHED A TRANSFORMATIVE EDUCATION CONCENTRATION AND CERTIFICATE TO HELP EDUCATORS, LEADERS, AND CHANGE AGENTS CREATE MORE EQUITABLE, INCLUSIVE, AND EFFECTIVE LEARNING ENVIRONMENTS. THE PROGRAM FOCUSES ON SYSTEMIC CHANGE, EQUITY-CENTERED PRACTICE, AND PRACTICAL APPLICATIONS FOR PROFESSIONALS IN SCHOOLS, NONPROFITS, HIGHER EDUCATION, AND COMMUNITY SETTINGS. PARTICIPANTS GAIN TOOLS TO LEAD INSTITUTIONAL CHANGE AND IMPROVE OUTCOMES IN THEIR COMMUNITIES.INSTITUTIONAL IMPACTTHESE INITIATIVES DEMONSTRATE ANTIOCH UNIVERSITY'S ONGOING COMMITMENT TO INNOVATION, SOCIAL RESPONSIBILITY, AND ACCESSIBLE EDUCATION THAT PREPARES GRADUATES TO LEAD MEANINGFUL CHANGE IN THEIR PROFESSIONS AND COMMUNITIES. 75914315 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 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 1 1 0 0 1 4889 0 1 1504 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NH OH WA X JAMES HYATT 9377691340 900 DAYTON ST YELLOW SPRINGS OH 45387 HOLLY HART MCKIERNAN BOARD CHAIR 15.00 0.10 X X 0 0 0 DAN GIFFORD VICE CHAIR 10.00 2.10 X X 0 0 0 TERI CANNON BOARD MEMBER 5.00 0.10 X 0 0 0 THERESA HARRIS BOARD MEMBER 5.00 2.10 X 0 0 0 CHARLENE HAYES BOARD MEMBER 5.00 0.10 X 0 0 0 PAUL MUTTY BOARD MEMBER 5.00 0.10 X 0 0 0 LYNN PASQUERELLA BOARD MEMBER 5.00 0.10 X 0 0 0 TAMMY ROBERTS MYERS BOARD MEMBER 5.00 2.10 X 0 0 0 PEGGY RUHLIN BOARD MEMBER 5.00 0.10 X 0 0 0 JOHN COMERFORD PRESIDENT 10.00 40.00 X 0 391490 57652 WILLIAM GROVES VICE PRESIDENT 54.00 1.00 X 331803 0 35852 ALLAN GOZUM TREASURER 50.00 5.00 X 246336 0 33124 CHESTER HASKELL VICE PRESIDENT UNTIL 4/25 55.00 0.00 X 254944 0 15660 WENDY SHERMAN-HECKLER VICE PRESIDENT 5.00 45.00 X 0 224282 8747 JEFFERSON BLACKBURN-SMITH VICE PRESIDENT 10.00 40.00 X 0 199920 39528 MARY GRANGER SECRETARY 55.00 0.00 X 181560 0 23973 MARIA-JUDITH RODRIGUEZ VICE CHANCELLOR, HUMAN RESOURCES 55.00 0.00 X 214962 0 16652 CRAIG MASLOWSKY VICE CHANCELLOR, ENROLLMENT UNTIL 6/25 55.00 0.00 X 222160 0 14617 SHAWN FITZGERALD DEAN & CAMPUS CEO 55.00 0.00 X 201188 0 13027 MICHAEL GREITZER DIRECTOR OF REAL ESTATE & STRAT. INVESTMENTS 55.00 0.00 X 213148 0 44945 LAURIEN ALEXANDRE EXECUTIVE DIRECTOR 55.00 0.00 X 188720 0 12566 BENJAMIN PRYOR DEAN SCHOOL OF ENVIRONMENTAL STUDIES UNTIL 12/24 55.00 0.00 X 163593 0 40967 LEMUEL WATSON SENIOR ASSOC VICE CHANCELLOR & VICE PROVOST 55.00 0.00 X 194253 0 25130 AMY RUTSTEIN-RILEY DEAN, GRADUATE SCHOOL OF LEADERSHIP & CHANGE 55.00 0.00 X 172306 0 28957 2584973 815692 411397 52 0 1 0 ELLUCIAN LLC 62578 COLLECTIONS CENTER DR CHICAGO IL 60693 SOFTWARE PLATFORM IT SERVICES 1112963 LITTLER MENDELSON PO BOX 207137 DALLAS TX 75320 LEGAL SERVICES 525081 EDUCATION DYNAMICS PO BOX 780276 PHILADELPHIS PA 191780276 ADVERTISING, MARKETING 364878 META PLATFORM 1601 WILLOW RD MENLO PARK CA 94025 ADVERTISING, MARKETING 348217 WILEY EDU 1415 W 22ND ST STE 400 OAK BROOK IL 60523 IT ONLINE PROGRAM DELIVERY SERVICES 242482 5 2789412 1184964 3974376 TUITION AND FEES 900099 76038732 76038732 CONTRACTS 900099 316508 316508 SRVCS OF AUXILIARY ENTERPRISES 900099 34970 34970 76390210 1045684 1045684 22099 0 22099 22099 22099 48542143 48071596 470547 470547 470547 1040228 1040228 1040228 82943144 76390210 0 2578558 3036823 3036823 24571 24571 1713223 633892 1027934 51397 47193977 41448259 5436881 308837 2351458 1975845 353999 21614 6357121 4844283 1498253 14585 3833650 3344005 462122 27523 688438 664807 22676 955 1189758 1189758 161917 161917 65865 65865 2341893 2303798 31642 6453 2689117 2664241 14936 9940 542354 276090 181127 85137 3442067 3268448 163563 10056 5551057 5173950 362467 14640 1070066 930115 121778 18173 818671 766615 45024 7032 564490 500892 62115 1483 1001044 911919 86425 2700 1317515 1165862 148205 3448 LIBRARY 824324 824324 BAD DEBT EXPENSE 511326 511326 MEMBERSHIPS AND DUES 418065 361098 47364 9603 851511 283152 565019 3340 88560301 75914315 12049070 596916 14027053 11279489 5060286 3774796 9484062 8109611 2517197 2153459 30523310 19496185 12026764 11027125 19312499 20483753 12342676 10737610 74770537 67565843 6531565 9494040 8196601 3765442 8810000 8810000 574229 645046 13248906 11926806 37361301 34641334 X 19295735 15404824 18113501 17519685 37409236 32924509 74770537 67565843 X -5617157 1110763 21667 X 0 1 X 1 1 1 X 6437212 8506093 8788396 9135788 3974376 36841865 6437212 8506093 8788396 9135788 3974376 36841865 280126 36561739 496420 637944 1139970 1308808 1067783 4650925 741709 1337988 517566 559772 1040228 4197263 45690053 354703001 0.80020 0.81690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 390,709. 2021 AMOUNT: $ 648,639. 2022 AMOUNT: $ 517,566. 2023 AMOUNT: $ 559,772. 2024 AMOUNT: $ 1,040,228. INSURANCE PROCEEDS - 2020 AMOUNT: $ 351,000. 2021 AMOUNT: $ 689,349. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10617447 33910 1254273 341287 11564343 9585305 1750 1359848 329456 10617447 8206399 761861 930403 313358 9585305 9784109 14531 -1296301 295940 8206399 8012169 9644 2040354 278058 9784109 0.06972 0.44819 0.48209 0 0 311420 311420 13778798 6122867 7655931 10081984 7317134 2764850 5506577 5260518 246059 844531 795666 48865 11027125 RIGHT-OF-USE ASSETS 10737610 10737610 LEASE LIABILITIES 10794914 DEPOSITS 1131892 11926806 X 82548176 1110763 -1505731 -394968 82943144 0 82943144 87032903 0 87032903 1527398 1527398 88560301 PART V, LINE 4: THE UNIVERSITY'S ENDOWMENT CONSISTS OF APPROXIMATELY 30 INDIVIDUAL DONOR RESTRICTED ENDOWMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT OF THE UNIVERSITY IS INTENDED FOR STUDENT AID AND GENERAL INSTITUTIONAL SUPPORT. PART X, LINE 2: THE UNIVERSITY IS A QUALIFYING ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS, THEREFORE, EXEMPT FROM INCOME TAXES UNDER IRC SECTION 501(A) ON ITS NORMAL OPERATIONS. HOWEVER, THE UNIVERSITY IS TAXED ON OTHER UNRELATED INCOME, IF ANY. THE UNIVERSITY IS SUBJECT TO FEDERAL INCOME TAX ON RENTAL INCOME OF PERSONAL PROPERTY. THE UNIVERSITY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE UNIVERSITY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE UNIVERSITY AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBTI). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. THE UNIVERSITY COMPLETED AN ANALYSIS OF ITS TAX POSITION, IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, AND DETERMINED THAT NO AMOUNTS WERE REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS FOR UNRECOGNIZED TAX POSITIONS AT JUNE 30, 2025 AND 2024. THE UNIVERSITY FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE REQUIRED STATES. PART XI, LINE 2D - OTHER ADJUSTMENTS: POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST 21,667. FINANCIAL AID -1,527,398. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,527,398. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 SEE PART II OF SCHEDULE E SCHEDULE E, PART I, LINE 6 THE UNIVERSITY PARTICIPATES IN THE FEDERAL FINANCIAL AID PROGRAM ADMINISTERED BY THE DEPARTMENT OF EDUCATION AS WELL AS GRANT PROGRAMS FROM THE VARIOUS STATES THE UNIVERSITY OPERATES IN. SCHEDULE E, PART 1 LINE 3 THE ORGANIZATION USES THE MEDIA OUTLETS LIKE FACEBOOK TO SHARE THEIR NONDISCRIMINATORY POLICIES, SOCIAL JUSTICE AND DEEP CONNECTION TO THE COMMUNITY IN WHICH IT SERVES. COALITION FOR THE COMMON GOOD, FORMERLY KNOWN AS ANTIOCH UNIVERSITY, HAS A PROUD HISTORY OF BEING ONE OF THE FIRST INSTITUTIONS IN THE MID 1850'S TO ADMIT AFRICAN AMERICANS INTO THE SAME ACADEMIC PROGRAMS AS WHITES. IT IS ALSO NOTABLY THE ALMA MATER OF CORETTA SCOTT KING AND OTHERS WHO WORKED FOR THE CIVIL RIGHTS MOVEMENTS OF THE 1960'S. SHORTLY AFTER ITS INCORPORATION IN 1852, IT AMENDED ITS ARTICLES OF INCORPORATION TO PROVIDE THAT, "NOR SHALL RELIGIOUS OR THEOLOGICAL OPINIONS OF ANY KIND OR CONSIDERATIONS OF RACE, CREED, OR NATIONAL ORIGIN EVER BE USED AS A BASIS FOR EXCLUDING A PERSON FROM ITS BENEFITS." THE UNIVERSITY HAS SINCE EXPANDED ITS POLICY OF NONDISCRIMINATION REQUIRING THAT "ANTIOCH PROVIDES EQUAL OPPORTUNITY FOR ALL QUALIFIED APPLICANTS AND DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, GENDER, ANCESTRY, RELIGION, NATIONAL ORIGIN, SEXUAL ORIENTATION, GENDER IDENTITY, FAMILY STATUS OR DISABILITY IN MATTERS AFFECTING EMPLOYMENT OR IN PROVIDING ACCESS TO PROGRAMS." IT NOW INCLUDES ITS NONDISCRIMINATION POLICY STATEMENT IN ALL BROCHURES AND OTHER RECRUITMENT MATERIALS AS WELL AS IN THE COURSE CATALOG. FINALLY, THE POLICY IS CLEARLY POSTED ON THE WEBSITE OF EACH UNIVERSITY CAMPUS AND PROGRAM. FURTHER, AS PER SECTION 4.03 PARAGRAPH C, THE UNIVERSITY CURRENTLY ENROLLS STUDENTS OF RACIAL MINORITIES IN MEANINGFUL NUMBERS. PER SECTION 4.03 PARAGRAPH B OF REV. PROC. 75-50, 1975-2 CB 587, THE UNIVERSITY IS NOT REQUIRED TO FURTHER ANNUALLY PUBLISH ITS NONDISCRIMINATORY POLICY IN THE LOCAL COMMUNITY BECAUSE IT DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS FROM A NATIONWIDE OR LARGE GEOGRAPHICAL AREA, AS WELL AS INTERNATIONALLY. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES LECTURING SERVICES 1799 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES STIPEND FOR STUDENT MENTOR SERVICES 1560 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 1704 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES HONORIAM WINNER OF DIANA WOODS MEMORIAL PRIZE 250 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES RESEARCH PERMIT 10185 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES ADJUNCT FACULTY TO SUPPORT INTERNATIONAL STUDENTS 8689 SUB-SAHARAN AFRICA 0 0 GRANTS 1000 SOUTH ASIA 0 0 GRANTS 3250 NORTH AMERICA 0 0 GRANTS 12904 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS 3750 EAST ASIA AND THE PACIFIC 0 0 GRANTS 3667 0 0 0 0 0 0 28437 20321 48758 GRANTS EAST ASIA AND THE PACIFIC 1 3667 STUDENT SCHOLARSHIPS AND TUITION DISCOUNTS GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) 2 3750 STUDENT SCHOLARSHIPS AND TUITION DISCOUNTS GRANTS NORTH AMERICA 3 12904 STUDENT SCHOLARSHIPS AND TUITION DISCOUNTS GRANTS SOUTH ASIA 1 3250 STUDENT SCHOLARSHIPS AND TUITION DISCOUNTS GRANTS SUB-SAHARAN AFRICA 1 1000 STUDENT SCHOLARSHIPS AND TUITION DISCOUNTS 0 0 0 0 0 0 PART I, LINE 2: GRANTS RELATED TO SCHOLARSHIPS ARE DOCUMENTED AS TO SELECTION CRITERIA AND WHO WAS SELECTED. RECORDS CONTAINING THIS INFORMATION ARE MAINTAINED BY THE FINANCIAL AID OFFICE IN THE RESPECTIVE STUDENTS' FILES. FOR OTHER CHARITABLE GRANTS, THE SELECTION CRITERIA AND RECIPIENT INFORMATION IS MAINTAINED BY THE UNIVERSITY GRANT OFFICE AND/OR THE UNIVERSITY ADVANCEMENT OFFICE. PART I, LINE 3: THE UNIVERSITY REPORTS EXPENDITURES IN FOREIGN COUNTRIES PER ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES. CURRENCY CONVERSION OCCURS AT THE TIME THE EXPENSE IS INCURRED, OR REIMBURSED BY THE UNIVERSITY. 1 STUDENT FINANCIAL AID, SCHOLARSHIPS AND FELLOWSHIPS 706 3036823 PART I, LINE 2: THE UNIVERSITY FOLLOWS GUIDELINES SET BY THE DEPARTMENT OF EDUCATION, AND STATE GOVERNMENTS, TO ENSURE THAT GRANTS TO STUDENTS ARE AWARDED TO ELIGIBLE RECIPIENTS. ALL DOCUMENTATION REGARDING THE AWARDING OF THESE GRANTS IS MAINTAINED IN THE STUDENT FILE. X X X 0 0 0 0 0 0 0 0 0 JOHN COMERFORD PRESIDENT 0 326507 0 0 0 64983 0 16981 0 40671 0 449142 0 0 WILLIAM GROVES VICE PRESIDENT 325376 0 0 0 6427 0 19733 0 16119 0 367655 0 0 0 ALLAN GOZUM TREASURER 245304 0 0 0 1032 0 15000 0 18124 0 279460 0 0 0 CHESTER HASKELL VICE PRESIDENT UNTIL 4/25 250000 0 0 0 4944 0 15000 0 660 0 270604 0 0 0 MICHAEL GREITZER DIRECTOR OF REAL ESTATE & STRAT. INVESTMENTS 211213 0 0 0 1935 0 13357 0 31588 0 258093 0 0 0 JEFFERSON BLACKBURN-SMITH VICE PRESIDENT 0 198336 0 0 0 1584 0 37684 0 1844 0 239448 0 0 CRAIG MASLOWSKY VICE CHANCELLOR, ENROLLMENT UNTIL 6/25 221868 0 0 0 292 0 13326 0 1291 0 236777 0 0 0 WENDY SHERMAN-HECKLER VICE PRESIDENT 0 223250 0 0 0 1032 0 2540 0 6207 0 233029 0 0 MARIA-JUDITH RODRIGUEZ VICE CHANCELLOR, HUMAN RESOURCES 214100 0 0 0 862 0 13029 0 3623 0 231614 0 0 0 LEMUEL WATSON SENIOR ASSOC VICE CHANCELLOR & VICE PROVOST 193825 0 0 0 428 0 11700 0 13430 0 219383 0 0 0 SHAWN FITZGERALD DEAN & CAMPUS CEO 200000 0 0 0 1188 0 12000 0 1027 0 214215 0 0 0 MARY GRANGER SECRETARY 181196 0 0 0 364 0 10908 0 13065 0 205533 0 0 0 BENJAMIN PRYOR DEAN SCHOOL OF ENVIRONMENTAL STUDIES UNTIL 12/24 162738 0 0 0 855 0 10392 0 30575 0 204560 0 0 0 LAURIEN ALEXANDRE EXECUTIVE DIRECTOR 185358 0 0 0 3362 0 11175 0 1391 0 201286 0 0 0 AMY RUTSTEIN-RILEY DEAN, GRADUATE SCHOOL OF LEADERSHIP 171514 0 0 0 792 0 10620 0 18337 0 201263 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE ANTIOCH UNIVERSITY BOARD OF GOVERNORS WAS REFORMED AS AN ADVISORY BOARD WITH CERTAIN DUTIES DELEGATED BY THE COALITION FOR THE COMMON GOOD BOARD OF DIRECTORS. THE ANTIOCH UNIVERSITY ADVISORY BOARD CHARTER DOES NOT DELEGATE AUTHORITY TO AN EXECUTIVE OR SIMILAR COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND DISCUSSED WITH THE AUDIT COMMITTEES, OUTSIDE CPA FIRM, CHANCELLOR, CFO/TREASURER, UNIVERSITY COUNSEL/SECRETARY, AND ACCOUNTING LEADERSHIP. A COPY OF THE FORM 990 WAS PROVIDED TO THE FULL BOARD OF GOVERNORS AND DIRECTORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE UNIVERSITY CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH OFFICER AND MEMBER OF THE BOARD. EACH INDIVIDUAL SIGNS A FORM ANNUALLY CONFIRMING THEY HAVE REVIEWED AND UNDERSTAND THE POLICY AND DISCLOSING ANY CONFLICTS THEY MAY HAVE. THE BOARD ANNUALLY REVIEWS THESE FORMS AND APPROVES A RESOLUTION STATING THAT ALL OFFICERS AND BOARD MEMBERS HAVE SUBMITTED THEIR FORM. IF ANY CONFLICTS ARE NOTED, THE BOARD WILL REVIEW THE RELATIONSHIP AND TRANSACTION AND DETERMINE IF FURTHER ACTION IS NECESSARY TO MANAGE THE CONFLICT. THE POLICY INFORMS BOARD MEMBERS OF THEIR ONGOING OBLIGATION TO DISCLOSE CONFLICTS OF INTEREST AS THEY ARISE, FOR EXAMPLE EACH TIME A SIGNIFICANT NEW CONTRACT IS ENTERED INTO OUTSIDE OF THE ANNUAL DISCLOSURE PERIOD. MANAGEMENT DOES AN ASSESSMENT OF ANY POSSIBLE CONFLICTS FOR OFFICERS, AS WELL, AT THIS TIME. WHEN A CONFLICT MAY ARISE, DEPENDING ON THE CIRCUMSTANCE, THE MEMBER IS REQUIRED TO RECUSE HIM/HERSELF DURING DISCUSSIONS AND VOTING OF THE CONFLICTED ACTIVITY, OR THEY MAY BE ASKED TO RESIGN. THE CONFLICT MANAGEMENT PLANS FOR SPECIFIC CONFLICTS ARE DOCUMENTED IN CORPORATE RECORDS. FORM 990, PART VI, SECTION B, LINE 15 THE ANTIOCH UNIVERSITY ADVISORY BOARD COMPENSATION COMMITTEE IS MADE UP OF INDEPENDENT MEMBERS OF THE EXECUTIVE COMMITTEE. THEY REVIEW INDUSTRY SALARY AND BENEFITS DATA FROM SEVERAL REPUTABLE SOURCES. THESE SOURCES INCLUDED SURVEY DATA OF DOZENS OF INDUSTRY PEERS. IN ADDITION, THE COMMITTEE WOULD TAKE INTO CONSIDERATION THE FINANCIAL HEALTH OF THE INSTITUTION AND THE INCREASES PROVIDED TO OTHER KEY EMPLOYEES WITHIN THE UNIVERSITY. THE COMMITTEE HELD DISCUSSIONS AND ULTIMATELY VOTED UPON THE COMPENSATION PROVIDED TO THE CHANCELLOR FOR THE FOLLOWING YEAR. THE PROCESS WAS DOCUMENTED. FOR OTHER OFFICERS AND KEY EMPLOYEES, THE CHANCELLOR SIMILARLY REVIEWS INDUSTRY DATA FOR COMPARABLE INSTITUTIONS. IN ADDITION, PERFORMANCE EVALUATIONS ARE COMPLETED. A COMPENSATION RECOMMENDATION FOR THESE EMPLOYEES IS BASED ON THIS DATA, AND PROVIDED BY THE CHANCELLOR TO THE EXECUTIVE COMMITTEE, OR FULL BOARD, WHO THEN VOTES ON THE FINAL COMPENSATION. THE PROCESS IS DOCUMENTED ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE UNIVERSITY'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC AT THE UNIVERSITY'S WEBSITE HTTP://WWW.ANTIOCH.EDU/POLICIES/. THE ORGANIZATION PROVIDES THE FORM 990 UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). THE CHANCELLOR PROVIDES ENROLLMENT AND FINANCIAL UPDATES TO THE UNIVERSITY COMMUNITY THROUGHOUT THE YEAR VIA ON-LINE AND/OR CAMPUS VISITS. FORM 990, PART XI, LINE 9: POSTRETIREMENT CHANGES OTHER THAN NET PERIODIC POSTRETIREMENT COST 21,667. CCG SERVICES INC 900 DAYTON ST YELLOW SPRINGS OH 45387 934389528 SUPPORTING ORGANIZATION OH 501(C)(3) LINE 12A, I COALITION FOR THE COMMON GOOD 1 OTTERBEIN UNIVERSITY 1 S GROVE ST WESTERVILLE OH 43081 314379532 EDUCATION OH 501(C)(3) LINE 2 COALITION FOR THE COMMON GOOD 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 OTTERBEIN UNIVERSITY Q 316822 ACCRUAL