2026-08-13T10:05:39-05:00 2025-09-30 341310124 REA & ASSOCIATES INC 5400 FRANTZ RD SUITE 200 DUBLIN OH 43016 990 2024-10-01 314383802 FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI COLUMBUS FRAN 6142282674 333 WEST BROAD STREET COLUMBUS OH 432152738 AMANDA MCVEY VP OF ADMINISTRATION & FINANCE 6142282674 2026-08-13 1 1 MELISSA DUNKLE CPA P01380769 6148898725 2026-07-30 2024 2025-03-06 01:10:19Z AMANDA MCVEY 333 WEST BROAD STREET COLUMBUS OH 432152738 23297040 0 X WWW.COSI.ORG X 1948 OH ADVANCE PUBLIC UNDERSTANDING OF SCIENCE, TECHNOLOGY, ENERGY, ENVIRONMENT, HEALTH, INDUSTRY & HISTORY 13 13 227 203 0 0 8698549 8852268 15399354 13399425 424983 165523 917285 789253 25440171 23206469 0 0 0 0 14478452 15630349 0 0 1711650 12315916 15092361 26794368 30722710 -1354197 -7516241 26771755 22803287 5499435 8752063 21272320 14051224 X SEE SCHEDULE O 0 0 23581320 13627870 SEE SCHEDULE O 191724 114000 COMMUNITY OUTREACH: COMMUNITY OUTREACH INCLUDES COSI CONNECTS PROVIDING CONTENT DIGITALLY TO BE CONSUMED ANYWHERE, COSI CONNECTS CURBSIDE WHICH BRINGS COSI CONNECTS TO SCHOOLS AND COMMUNITIES. COSI CONNECTS KIT DISTRBUTIONS TO SCHOOLS, LIBRARIES, AND OTHER ORGANIZATIONS.PROVIDED SCIENCE-THEMED ACTIVITIES FOR ALL AGE LEVELS FOR 221,679 PARTICIPANTS. 23773044 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 89 0 1 227 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X AMANDA MCVEY 6142282674 333 WEST BROAD STREET COLUMBUS OH 432152738 FREDERIC M BERTLEY PRESIDENT & CEO 50.00 1.00 X 566952 0 72676 CHAD THOMPSON CHIEF OPERATING OFFICER 50.00 1.00 X 274820 0 15856 STEPHEN M WHITE CHIEF STRATEGY OFFICER 50.00 1.00 X 221746 0 13646 AMANDA L MCVEY CHIEF FINANCIAL OFFICER 50.00 1.00 X 202862 0 41278 ABIGAIL R POKLAR CHIEF OF STAFF 50.00 1.00 X 202335 0 54437 JOSHUA A SARVER CHIEF EXPERIENCE OFFICER 50.00 1.00 X 192625 0 52582 EMILY ALONSO-TAUB TERMED 42025 VICE PRESIDENT OF PHILANTH 50.00 1.00 X 178312 0 49599 ANDREW L AICHELE TERMED 12026 VICE PRESIDENT OF EDUCATIO 50.00 1.00 X 141044 0 8725 BERNIE OSTROWSKI PRESIDENT 2.00 1.00 X 0 0 0 FRANK C ZONARS BOARD COUNSEL 50.00 1.00 X 0 0 0 LEAH PAPPAS PORNER SECRETARY 3.00 1.00 X 0 0 0 CINDY HILSHEIMER CHAIR: INSTITUTIONAL ADVANCEMENT COMMITTEE 3.00 1.00 X 0 0 0 ALEX COMPSTON CHAIR: FINANCE & AUDIT COMMITTEE 2.00 1.00 X 0 0 0 ERICA CONROY CHAIR: PRODUCT MARKETING & STRATEGY COMMITTEE 2.00 1.00 X 0 0 0 PAUL HELLER CHAIR: FACILITIES STRATEGY COMMITTEE 2.00 1.00 X 0 0 0 MONTY RAGLAND CHAIR: COSI COMMUNITY BOARD 2.00 1.00 X 0 0 0 TOM DAILEY TRUSTEE 2.00 1.00 X 0 0 0 MICHAEL DENNIS TRUSTEE 2.00 1.00 X 0 0 0 AIMEE L KENNEDY TRUSTEE 2.00 1.00 X 0 0 0 MIKE MAHAFFEY TRUSTEE 2.00 1.00 X 0 0 0 TAMMY ROBERTS MEYERS TRUSTEE 2.00 1.00 X 0 0 0 TOM NGUYEN TRUSTEE 2.00 1.00 X 0 0 0 ANTONIO P SMYTH TRUSTEE 2.00 1.00 X 0 0 0 RAVI BELLAMKONDA TRUSTEE 2.00 1.00 X 0 0 0 1980696 0 308799 8 0 1 0 ROBIN ENTERPRISES CO 111 N OTTERBEIN AVE WESTERVILLE OH 43081 DISTRIBUTION CENTER 949381 AMERICAN MUSEUM OF NATURAL HIS 79TH STREET CENTRAL PARK WEST NEW YORK NY 10024 EXHIBIT LICENSES 900000 DIRECT MECHANICAL PO BOX 704 LONDON OH 43140 MAINTENANCE 869468 KING BUSINESS INTERIORS INC 1400 GOODALE BLVD 102 COLUMBUS OH 43212 INTERIOR FURNISHING AND EQUIPMENT 493741 FIREWATCH DESIGN STUDIO LLC 50 WALNUT ST DAYTON OH 45402 EXHIBIT DESIGN AND PRODUCTION 427366 5 2845322 571961 3878988 1555997 8852268 ADMISSIONS 900099 8267280 8267280 WORKSHOPS & CAMPS 900099 3686847 3686847 EVENTS 900099 1188362 1188362 OTHER PROGRAM REVENUE 900099 142936 142936 EXHIBIT AND PROGRAM SPONSORSHIPS 900099 114000 114000 13399425 166163 166163 83589 0 83589 83589 83589 10320 10254 706 66 -706 -640 -640 49154 571961 79611 -30457 -30457 ATOMIC CAFE COMMISSION 900099 393676 393676 SCIENCE 2 GO 900099 342445 342445 736121 23206469 13741870 0 612331 2289495 1602646 457899 228950 9813339 6869337 1962668 981334 2728248 1909774 545649 272825 799267 559487 159853 79927 188945 188945 48571 48571 145598 145598 1053410 665549 373496 14365 2363373 1890698 449041 23634 486534 384363 82711 19460 71528 17167 40770 13591 304096 304096 1302917 1055363 247554 474775 308604 94955 71216 52898 34912 11638 6348 58836 58836 1979881 1583905 395976 200551 200551 PROGRAMS & WORKSHOPS 6360448 6145193 215255 30722710 23773044 5238016 1711650 8068681 3924097 797523 690181 16416 6027 1761421 1994097 70618691 59726478 9951742 10892213 6175972 5296672 26771755 22803287 3962097 5531988 1507317 1388369 15163 1700000 14858 131706 5499435 8752063 X 17972190 12091435 3300130 1959789 21272320 14051224 26771755 22803287 -7516241 295145 0 X X 0 1 X 1 0 X 11491432 10412661 10802694 8698549 8852268 50257604 11491432 10412661 10802694 8698549 8852268 50257604 50257604 245174 739738 958810 505425 249752 2698899 9801 46935 47201 87337 -30457 160817 53117320 68427820 0.94620 0.94450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4092349 1853488 303919 3380925 8770 2860061 3910082 1969050 552904 2331703 7984 4092349 3924480 2444069 251582 2702681 7368 3910082 3916585 1941322 -397694 1527171 8562 3924480 3649899 2686859 418927 2830946 8154 3916585 1.00000 0.00000 0.00000 1 0 9301398 9295575 5823 13210877 5278879 7931998 11429487 9648049 1781438 36676929 35503975 1172954 10892213 COLUMBUS FOUNDATION ENDOWMENT FUND 2860061 457 PLAN INVESTMENT 118338 WORK IN PROCESS 2318273 5296672 LEASE LIABILITY 13366 457 PLAN INVESTMENT 118340 131706 X 23581225 295145 79611 374756 23206469 0 23206469 30802321 79611 79611 30722710 0 30722710 PART V, LINE 4: THE ORGANIZATION MAINTAINS PERMANENTLY AND TEMPORARILY RESTRICTED NET ASSET FUNDS, INCLUDING THE FOLLOWING FUNDS: THE COSI SCIENCE FESTIVAL, THE PLATFORM PROGRAM, THE COSI CONNECTS PROGRAM, THE COLOR OF SCIENCE PROGRAM. COSI SCIENCE FESTIVAL FUNDS ARE TO SUPPORT THE CREATION OF THE FOUR DAY SCIENCE FESTIVAL EVENTS AND ANNUAL SCIENCE CELEBRATION. PLATFORM FUNDS ARE DESIGNATED FOR A PROGRAM THAT ENGAGES STUDENTS YEAR-ROUND SPECIFICALLY IN THE HILLTOP AND FRANKLINTON AREA TO EXPOSE THEM TO SCIENCE, TECHNOLOGY, ENGINEERING, ARTS, AND MATH (STEM) CAREER PATHS. COSI CONNECTS FUNDS ARE DESIGNATED TO HELP BRIDGE THE DIGITAL DIVIDE, PROMOTE DIGITAL LITERACY, AND ADDRESS CRITICAL SCIENCE EDUCATION NEEDS SIMULTANEOUSLY. THE COLOR OF SCIENCE PROGRAM FUNDS ARE USED TO HIGHLIGHT THE AMAZING CONTRIBUTIONS TO STEM MADE BY UNDERREPRESENTED GROUPS. PART X, LINE 2: FIN 48 FOOTNOTE: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX, PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3) AS A PUBLIC CHARITY. THEREFORE, THE ORGANIZATION HAS NO LIABILITY FOR FEDERAL INCOME TAX ON EXEMPT ACTIVITIES. THE ORGANIZATION MAY BE SUBJECTED TO TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED SEPTEMBER 30, 2025 AND 2024, THE ORGANIZATION HAD NO NET UNRELATED BUSINESS INCOME. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE ORGANIZATION TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. MANAGEMENT BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUES ON 990 79,611. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED WITH REVENUES ON 990 79,611. X X X X X X X 0 BLAST 310700 283750 26950 38872 CATALYST 310415 288211 22204 40739 621115 571961 49154 79611 79611 -30457 X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 FREDERIC M BERTLEY PRESIDENT & CEO 461077 0 105875 0 0 0 40250 0 32426 0 639628 0 0 0 CHAD THOMPSON CHIEF OPERATING OFFICER 274820 0 0 0 0 0 1587 0 14269 0 290676 0 0 0 STEPHEN M WHITE CHIEF STRATEGY OFFICER 195681 0 26065 0 0 0 11182 0 2464 0 235392 0 0 0 AMANDA L MCVEY CHIEF FINANCIAL OFFICER 178790 0 24072 0 0 0 9120 0 32158 0 244140 0 0 0 ABIGAIL R POKLAR CHIEF OF STAFF 178239 0 24096 0 0 0 9129 0 45308 0 256772 0 0 0 JOSHUA A SARVER CHIEF EXPERIENCE OFFICER 169869 0 22756 0 0 0 9802 0 42780 0 245207 0 0 0 EMILY ALONSO-TAUB TERMED 42025 VICE PRESIDENT OF PHILANTH 178312 0 0 0 0 0 2497 0 47102 0 227911 0 0 0 PART I, LINE 1A FREDERIC BERTLEY, CEO WAS REIMBURSED FOR MEMBERSHIP DUES TO THE COLUMBUS CLUB. PART I, LINE 4B FREDERIC BERTLEY,CEO WAS COVERED UNDER A 457(F) PLAN $23,000 FORM 990, PART III, LINE 1 COSI'S VISION AND MISSION: TO ENGAGE, INSPIRE, AND TRANSFORM LIVES AND COMMUNITIES BY BEING THE BEST PARTNER IN SCIENCE, TECHNOLOGY, AND INDUSTRY LEARNING. COSI'S MISSION IN ACTION: -PREPARING TODAY'S CHILDREN FOR SUCCESS IN SCHOOL THROUGH EARLY CHILDHOOD EDUCATION; -SUPPORTING FAMILY LEARNING, WHERE SOME OF THE MOST MEANINGFUL LESSONS OCCUR; AND -WORKING WITH SCHOOLS TO PREPARE CHILDREN FOR A KNOWLEDGE-BASED ECONOMY: ONE THAT FOCUSES ON SCIENCE, TECHNOLOGY, ENGINEERING AND MATH. FORM 990, PART III, LINE 4A, PROGRAM SERVICE ACCOMPLISHMENTS: QUALITY EDUCATIONAL EXPERIENCES: THE ORGANIZATION OFFERED A VARIETY OF QUALITY EDUCATIONAL EXPERIENCES FOR 678,718 GUESTS. THESE QUALITY EDUCATIONAL EXPERIENCES INCLUDED COSI EXHIBITS AND A VARIETY OF PROGRAMS, INCLUDING THE FOLLOWING: WORKSHOPS, SCHOOL FIELD TRIPS, ACCESS FOR ECONOMICALLY DISADVANTAGED PEOPLE, AND OTHER EVENTS. EARLY CHILDHOOD EDUCATION-CHILDREN ARE NATURAL BORN SCIENTISTS, EXPLORING AND EXPERIMENTING BEFORE THEY WALK OR TALK. DESIGNED BY EARLY CHILDHOOD EDUCATION EXPERTS, COSI'S LITTLE KIDSPACE ENCOURAGES THIS CURIOSITY, NUTURES IMAGINATION, AND PROMOTES LEARNING THROUGH HANDS-ON PLAY. PRESCHOOL WORKSHOPS USE CHILDREN'S LITERATURE TO EXPLORE FAMILIAR TOPICS SUCH AS FLIGHT AND SPACE. FAMILY LEARNING-FROM THE DEPTHS OF THE OCEAN TO THE FARTHEST REACHES OF SPACE, FAMILIES CAN PLAY AND EXPLORE THEIR WAY THROUGH SEVEN PERMANENT EXHIBIT AREAS. COSI'S EXHIBITS PROVIDE A GUIDED TOUR TO FAMILY FUN WITH INTERESTING EXPERIMENTS, HANDS-ON ACTIVITIES, AND TALKING POINTS ALONG THE WAY. IN ADDITION, FAMILY SCIENCE QUESTS OFFER A NEW WAY TO EXPLORE COSI BY FOCUSING ON SPECIFIC TOPICS LIKE FORENSICS AND PHYSICS ALONG WITH OUR FAMILY WORKSHOPS. SCIENCE EDUCATION TRANSFORMATION-DESIGNED TO ENHANCE THE CLASSROOM EXPERIENCE, COSI'S EDUCATIONAL PROGRAMS PROVIDE EXCITING LEARNING ADVENTURES CREATIVELY DISGUISED AS FUN. COSI'S EDUCATION PROGRAMS SHOWCASE ACTIVITIES THAT HELP THE COMMUNITY LEARN AND GROW. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM. A COPY OF THE FORM 990 IS THEN REVIEWED BY THE FINANCE/AUDIT COMMITTEE AND IS PRESENTED TO THE BOARD MEMBERS ELECTRONICALLY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE SIGNS A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. ANY CONLFICTS OF INTEREST ARE DISCLOSED AND ADDRESSED AT THIS TIME. FORM 990, PART VI, SECTION B, LINE 15 AN ANALYSIS OF OTHER ORGANIZATIONS' FORM 990 AND A COMPENSATION SURVEY ARE COMPLETED TO DETERMINE THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PACKAGE. AN INDEPENDENT COMMITTEE ANALYZES THE INFORMATION AND THE BOARD APPROVES THE APPROPRIATE COMPENSATION LEVEL. THE COMPENSATION COMMITTEE ALSO REVIEWS COMPENSATION OF OTHER OFFICERS USING FORM 990 AND OTHER SURVEY DATA. THE ORGANIZATION DOCUMENTS ALL DECISIONS OF THE BOARD REGARDING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS BY WHICH THE AUDIT COMMITTEE OVERSEES THE AUDIT AND SELECTS THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PREVIOUS YEAR.