Civic Intelligence

Miami University Foundation Inc.

990 • Fiscal year 2022 • EIN 31-6026014

Jul 01, 2021 to Jun 30, 2022 • Filed on Nov 14, 2022

Organization Profilewww.forloveandhonor.org
107 Roudebush HallOxford, OH 45056

(513) 529-6110

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.39x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

9.99x

Higher debt load relative to revenue than 96% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

39th percentile

$629,568

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Asset Growth

39th percentile

-5.7%

Faster asset growth than 39% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-32%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$724,573,926

Down $43,812,458 (-5.7%) from 2021

Net Assets

Down

$438,537,564

Down $23,160,262 (-5.0%) from 2021

Liabilities

Down

$286,036,362

Down $20,652,196 (-6.7%) from 2021

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin80th percentile

Revenue

Down

$28,643,439

Down $13,635,295 (-32%) from 2021

Expenses

Up

$22,048,061

Up $2,831,473 (+15%) from 2021

Net Income

Down

$6,595,378

Down $16,466,768 (-71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2021: $768,386,384Liabilities 2021: $306,688,558Net Assets 2021: $461,697,8262021Assets 2022: $724,573,926Liabilities 2022: $286,036,362Net Assets 2022: $438,537,5642022

Highlighted filing

2022

Assets$724,573,926
Liabilities$286,036,362
Net Assets$438,537,564
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Revenue 2021: $42,278,734Expenses 2021: $19,216,588Net Income 2021: $23,062,1462021Revenue 2022: $28,643,439Expenses 2022: $22,048,061Net Income 2022: $6,595,3782022

Highlighted filing

2022

Revenue$28,643,439
Expenses$22,048,061
Net Income$6,595,378
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$92,268,264
Mission and Program Overview

Mission

Support of miami university

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$608,964,319$593,781,227▼ $15,183,092
Investments in Publicly Traded Securities$73,144,270$67,986,223▼ $5,158,047
Cash and Non-Interest-Bearing Accounts$24,835,067$22,350,711▼ $2,484,356
Pledges and Grants Receivable$18,854,458$18,475,171▼ $379,287
Accounts Receivable$10,320,304$10,427,855▲ $107,551
Savings and Temporary Cash Investments$30,387,985$9,716,799▼ $20,671,186
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$768,386,384$724,573,926▼ $43,812,458
Other Assets Total$1,879,981$1,835,940▼ $44,041
Liabilities
Other Liabilities$287,028,342$264,674,520▼ $22,353,822
Accounts Payable and Accrued Expenses$18,554,028$19,999,547▲ $1,445,519
Deferred Revenue$1,106,188$1,362,295▲ $256,107
Total Liabilities$306,688,558$286,036,362▼ $20,652,196
Net Assets / Fund Balance
Net Assets With Donor Restrictions$456,772,353$434,233,062▼ $22,539,291
Net Assets Without Donor Restrictions$4,925,473$4,304,502▼ $620,971
Total Net Assets Fund Balance$461,697,826$438,537,564▼ $23,160,262
Total Liabilities and Net Assets / Fund Balance$768,386,384$724,573,926▼ $43,812,458

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$442,202,747--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$426,942,301$18,070,557▼ $20,230,835-$405,847,749
2020$315,019,562$30,512,931▲ $97,228,003-$426,942,301
2019$309,603,699$17,702,560▲ $2,323,005-$315,019,562
2018$302,514,984$11,995,543▲ $10,935,318-$309,603,699
2017$282,886,447$14,490,241▲ $19,319,682-$302,514,984
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
-Chair
-Interim President
-President
-Vice Chair
-Director
-Chief Dvlpment Off
-Chief Financial Officer
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,122,843
Program Service Revenue
$0
Investment Income
$9,877,223
Other Revenue
$-1,356,627
All Other Contributions
$20,122,843
Change in Net Assets
$6,595,378

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,643,439
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-29,755,640
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$-1,112,201
Total Revenue per Form 990
$28,643,439
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,894,968
Other Expenses$4,153,093
Total Fundraising Expense$1,929,367
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,894,968--$17,894,968
Other Expenses-$294,358$1,929,367$294,358
Total Functional Expenses$17,894,968$2,223,726$1,929,367$22,048,061

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,048,061
Total Expenses per Audited Statements$22,048,061
Total Expenses per Form 990$22,048,061
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Miami UniversityOxford, OH-Scholarships$6,990,603
Miami UniversityOxford, OH-Academic Support$6,728,858
Miami UniversityOxford, OH-Institutional Support$1,884,284
Miami UniversityOxford, OH-Campus Improvements$1,833,732
Miami UniversityOxford, OH-Student Services/athletics$457,491

International Summary

Offices
0
Employees
0
Spending
$21,165,527

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanInvestments-00$21,165,527
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust for Others$261,261,753
Oblig. Under Split-interest Agreements$3,412,767
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part I, Line 7A Part I Line 7A, Part V Line 3A, and Part VIII Column C

“The foundation does have ubi from partnerships that it invests in. However, at the time the form 990 is filed not all form k-1's have been received in order to prepare a complete and accurate form 990-t. Therefore, the form 990-t is filed after the filing of the form 990. To be in compliance, we have filed for an extension for form 990-t while we wait to receive the k-1s. Accordingly, we have indicated -0- unrelated buisness income since the amount is unknown at this time.”

Form 990, Part VI, Line 4 Significant changes to organizational documents

“There were changes to the governing documents involving separation of duties, voting and bylaws.”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The miami university foundation form 990 is reviewed by the audit and finance committee during the annual review of the financial activity for the year. The form 990 is also sent to the full board before it is filed.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Officers, directors or trustees, and key employees sign an annual statement stating that they have received, read, understand and agree to comply with the conflict of interest policy.”

Form 990, Part VI, Line 19 Required documents available to the public

“The miami university foundation provides copies of its governing documents, conflict of interest policy, and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
Miami University Foundation
EIN
31-6026014
Phone
5135296110
Address
107 Roudebush Hall, Oxford, OH 45056

Signing Officer

Name
Bruce Guiot
Title
Assoc Treasurer/Chief Financial Off
Phone
5135296110
Signed
2022-11-14

Organization Details

Formed
1948
Legal Domicile
Oh
Voting Board Members
32
Independent Board Members
24
Employees
0
Volunteers
37
Supplemental Narrative

Additional Explanations

Form 990, Part X, Line 11 PART X, LINES 11, 12, AND 25

“As of july 1, 2011 the foundation and miami university entered into a pooled investment agreement that combines their respective endowment pools with oversight provided by the foundation.”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“Investment earnings are periodically transferred to miami university to further its educational and research activities.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“As of june 30, 2022, the foundation has no uncertain tax positions.”

Raw XML AppendixShowing 400 of 979 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018554028
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019999547
IRS990/AccountsReceivableGrp/BOYAmt010320304
IRS990/AccountsReceivableGrp/EOYAmt010427855
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF MIAMI UNIVERSITY
IRS990/AllOtherContributionsAmt020122843
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BRUCE A GUIOT
IRS990/BooksInCareOfDetail/PhoneNum05135296110
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0MIAMI UNIVERSITY
IRS990/BooksInCareOfDetail/USAddress/CityNm0OXFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045056
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt024835067
IRS990/CashNonInterestBearingGrp/EOYAmt022350711
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020122843
IRS990/CYGrantsAndSimilarPaidAmt017894968
IRS990/CYInvestmentIncomeAmt09877223
IRS990/CYOtherExpensesAmt04153093
IRS990/CYOtherRevenueAmt0-1356627
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt06595378
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022048061
IRS990/CYTotalFundraisingExpenseAmt01929367
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt028643439
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt01106188
IRS990/DeferredRevenueGrp/EOYAmt01362295
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0MIAMI UNIVERSITY FOUNDATION RECEIVES CONTRIBUTIONS FROM ALUMNI AND FRIENDS OF THE UNIVERSITY WHICH IT HOLDS AND USES ACCORDING TO DONOR INSTRUCTIONS. INVESTMENT EARNINGS ARE PERIODICALLY TRANSFERRED TO THE UNIVERSITY TO FURTHER ITS EDUCATIONAL AND RESEARCH ACTIVITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt00
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0456772353
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0434233062
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt017894968
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0true
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt239.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt320.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt939.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1339.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1539.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1639.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt220.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt230.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt260.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt270.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt280.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt290.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3020.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3220.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt291.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt301.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt311.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3220.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3320.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3420.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0DAVID DAFOE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1DAVID KOSCHIK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2DR DAVID CREAMER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3MACKENZIE RICE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4SHARON MITCHELL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5AARON RYAN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6ALISON SANGER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7BETH MCNELLIE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8BIFF BOWMAN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt9BRENT SHOCK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10CYNTHIA HENDERSON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11DAVID MEYER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12DONALD CRAIN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13DR GREGORY CRAWFORD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt14EDWARD O'REILLY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt15JASON OSBORNE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt16JAYNE BROWNELL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt17JUDY GREFFIN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt18JULIA POSTON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt19KIM LUBEL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt20LISA SHADE
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt21LYNN LARSON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt22LYNN PISTELL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt23Mary Schell
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt24NICHOLE PRESCOTT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt25PETER MOGK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt26RUTH MILLIGAN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt27SCOTT SCHWEINFURTH
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt28Stephanie Byrd
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt29STEVE ANDERSON
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt30TIM LLOYD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt31ZAIN HAIDER
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt32BRUCE GUIOT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt33BRAD BUNDY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt34THOMAS HERBERT
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt267289
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330422
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt942086
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1386981
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1563830
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1635954
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3226593
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3348376
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3454739
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2370510
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3135722
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9197128
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13542587
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15373885
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16214830
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt32192660
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt33223154
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt34335129
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3INTERIM PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23Director
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28Director
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt33CHIEF DVLPMENT OFF
IRS990/Form990PartVIISectionAGrp/TitleTxt34PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt08562354
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017894968
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017894968
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt072187179
IRS990/GrossReceiptsAmt092268264
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01314869
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01314869
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0608964319
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0593781227
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt073144270
IRS990/InvestmentsPubTradedSecGrp/EOYAmt067986223
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0OH

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$724,573,926
Liabilities
$286,036,362
Net assets
$438,537,564
Revenue
$28,643,439
Expenses
$22,048,061
Net income
$6,595,378
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$725$286$439$28.6$22.0$6.60
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$768$307$462$42.3$19.2$23.1