Civic Intelligence

Ohio State University Retirees

EIN 81-3554036 • 501(c)4 • Columbus, OH

Profile

To enhance the well-being of its members through educational and cultural programs and/or experiences that provide: -pertinent education, social and recreational activities; -information of importance to the member's status as a retiree of the university; -information about ways of maintaining and improving the member's health, economic and financial conditions; -opportunities for members to matain a relationship with and service to the university; and -information and/or assistance to a surviving spouse/partner or family in case of extreme illness or death.

2400 Olentangy River RdColumbus, OH 43210

www.alumnigroups.osu.edu/OSURA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Down

$31,068

Down $508,189 (-94%) from 2024

Liabilities

Down

$0

Down $5,050 (-100%) from 2024

Net Assets

Down

$31,068

Down $503,139 (-94%) from 2024

Revenue

Up

$113,239

Up $44,407 (+65%) from 2024

Expenses

Up

$136,199

Up $70,511 (+107%) from 2024

Net Income

Down

-$22,960

Down $26,104 (-830%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2017: $483,911Liabilities 2017: $13,535Net Assets 2017: $470,3762017Assets 2018: $489,365Liabilities 2018: $13,229Net Assets 2018: $476,1362018Assets 2019: $511,315Liabilities 2019: $13,720Net Assets 2019: $497,5952019Assets 2020: $509,197Liabilities 2020: $13,535Net Assets 2020: $495,6622020Assets 2021: $524,081Liabilities 2021: $13,500Net Assets 2021: $510,5812021Assets 2022: $527,784Liabilities 2022: $15,600Net Assets 2022: $512,1842022Assets 2023: $532,123Liabilities 2023: $9,285Net Assets 2023: $522,8382023Assets 2024: $539,257Liabilities 2024: $5,050Net Assets 2024: $534,2072024Assets 2025: $31,068Liabilities 2025: $0Net Assets 2025: $31,0682025

Highlighted filing

2025

Assets$31,068
Liabilities$0
Net Assets$31,068

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $72,436Expenses 2017: $66,463Net Income 2017: $5,9732017Revenue 2018: $65,112Expenses 2018: $59,352Net Income 2018: $5,7602018Revenue 2019: $79,563Expenses 2019: $66,862Net Income 2019: $12,7012019Revenue 2020: $68,599Expenses 2020: $72,092Net Income 2020: -$3,4932020Revenue 2021: $50,863Expenses 2021: $37,469Net Income 2021: $13,3942021Revenue 2022: $57,832Expenses 2022: $57,734Net Income 2022: $982022Revenue 2023: $62,935Expenses 2023: $59,741Net Income 2023: $3,1942023Revenue 2024: $68,832Expenses 2024: $65,688Net Income 2024: $3,1442024Revenue 2025: $113,239Expenses 2025: $136,199Net Income 2025: -$22,9602025

Highlighted filing

2025

Revenue$113,239
Expenses$136,199
Net Income-$22,960

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.1
Gross Receipts
$113,239
Mission and Program Overview

Mission

To enhance the well-being of its members through educational and cultural programs and/or experiences that provide:-pertinent education, social and recreational activities;-information of importance to the member's status as a retiree of the university;-information about ways of maintaining and improving the member's health, economic and financial conditions;-opportunities for mebmers to maintain a relationship with and service to the univerisity; and-information and/or assistance to a surviving spouse/partner or family in case of extreme illness or death

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$40,535$22,789▼ $17,746
Cash and Non-Interest-Bearing Accounts$13,493$8,279▼ $5,214
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$54,028$31,068▼ $22,960
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$54,028$31,068▼ $22,960
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$54,028$31,068▼ $22,960
Total Liabilities and Net Assets / Fund Balance$54,028$31,068▼ $22,960

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$607,994$20,375▲ $41,524$0$669,893
2024$565,448$8,225▲ $34,321$0$607,994
2023$540,805$12,385▲ $12,258$0$565,448
2022$550,404$7,115▼ $16,714$0$540,805
2021$415,215$33,525▲ $101,664$0$550,404
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandy BellPresident
Bob FurbeeCommittee Ch
Carol Newcomb-aluttoCommittee Ch
Constance OulanoffCommittee Ch
Elenore R ZellerCommittee Ch
Gemma McluckieCommittee Ch
Gerald NewsomCommittee Ch
Karen BrunsCommittee Ch
Lynne BonenbergerCommittee Ch
Nancy WardwellCommittee Ch
Ruth AndersonCommittee Ch
Susan SchnellCommittee Ch
Raimund GoerlerHistorian
Catherine MontaltoMember at La
Douglas TorranceMember at La
Gail Capel-stephenoffMember at La
Julie Carpenter-hubinMember at La
Nena CouchMember at La
Peter ThomisonMember at La
Darian TorranceRep to Opers
Pamela ThomasSecretary
Joel TeafordTreasurer
Sally DellingerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$20,774
Program Service Revenue
$67,296
Investment Income
$25,169
Other Revenue
$0
All Other Contributions
$2,140
Change in Net Assets
$-22,960
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$68,127$0$0$68,127
Benefits to Members$29,971--$29,971
Travel$12,895$0$0$12,895
Fees for Services Accounting$0$7,292$0$7,292
Insurance$0$2,628$0$2,628
All Other Expenses$1,913$0$0$1,913
Payments to Affiliates$0$100$0$100
Total Functional Expenses$116,179$20,020$0$136,199
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Part VI, Line 11B

The form 990 is reviewed and approved by the organizations treasurer and the chair of the finance committee prior to filing. To facilitate timely filing the 990 is made available to the board for review after its filing.

Filing and Contact Details

Filer

Filer Name
Ohio State University Retirees Association
EIN
81-3554036
Phone
6148428151
Address
2400 OLENTANGY RIVER RD, COLUMBUS, OH 43210

Signing Officer

Name
Gerald H Newsom
Title
Chair of Finance Committee
Phone
6148428151
Signed
2025-10-22

Organization Details

Principal Officer
Gerald Newsom
Formed
1983
Legal Domicile
Oh
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
23
Supplemental Narrative

Additional Explanations

Part V, line 3B

We are filing 990 and 990-T together

Part XII, Line 1

We no longer have an accountant prepare the forms and we use a different accounting procedure for in-house accounting

Part III Line 4

| Explanation:| Expenses for programs for members amounted to $36,299.

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

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