Civic Intelligence

Ohio State University Alumni Association Inc

990EZ • Fiscal year 2017 • EIN 81-3554036

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 05, 2017

Organization ProfileWWW.OSURA.OSU.EDU
2200 Olentangy River RoadColumbus, OH 43210

(614) 292-2281

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

8.2%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

$483,911

No earlier filing loaded for comparison.

Net Assets

$470,376

No earlier filing loaded for comparison.

Liabilities

$13,535

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin61st percentile

Revenue

$72,436

No earlier filing loaded for comparison.

Expenses

$66,463

No earlier filing loaded for comparison.

Net Income

$5,973

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$483,911
Liabilities$13,535
Net Assets$470,376
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$72,436
Expenses$66,463
Net Income$5,973
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 5, 2017
Return Version
2016v3.0
Gross Receipts
$72,436
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

To enhance the well-being of its members through educational and cultural programs and/or experiences that provide:-pertinent education, social and recrational 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

Program Services

DescriptionGrantsExpenses
THE MONTHLY NEWSLETTER, AVAILABLE IN PRINT AND ONLINE, KEEPS THE >3000 MEMBERS INFORMED OF ALL THE OSURA EVENTS, ACTIVITIES, AND BENEFITS AND INCLUDES ARTICLES ON AREAS OF INTEREST FOR RETIREES.$0$22,573
ANNUAL FALL CONFERENCE, HELD EACH SEPTEMBER, IS AN ALL-DAY CONVOCATION, WHICH FEATURES A QUEST KEYNOTE ADDRESS, 15 EDUCATIONAL BREAKOUT SESSIONS (EACH OF 45-55 MINUTES IN DURATION) AND 3 LOCAL OR CAMPUS TOURS OF AREAS OF INTEREST TO RETIREES. ATTENDANCE RANGES FROM 305 TO 350 AND THE NEWSLETTER THEN PROVIDES A SUMMARY OF ALL THE SESSIONS TO >3000 MEMBER RETIREES.$0$20,138
THE BENEFITS COMMITTEE MONITORS MOST ASPECTS OF OUR MEMBER-RETIREES' MAJOR CONCERNS INCLUDING THE REGULATION AND STATUS OF PENSIONS AND RETIREMENT INCOME, HEALTH COVERAGE AND CARE, PUBLIC POLICY, ONGOING STATE/FEDERAL LEGISLATIVE ACTIVITY, LOCAL BENEFITS FOR RETIREES, AND RELATED AREAS. THIS BENEFITS ALL OUR MEMBERS (>3000).$0$11,349
THE CULTURAL ARTS COMMITTEE PROVIDES ALL THE CULTURAL ARTS ACTIVITY AVAILABLE IN COLUMBUS AND THE SURROUNDING AREA, OBTAINS SENIOR DISCOUNTS FOR MANY OF THESE, AND WHEN NEEDED, ARRANGES TRANSPORTATION. OVER 400 MEMBERS PARTICIPATE IN THESE EVENTS. THE ORGANIZATION ORGANIZES OVER 50 SUCH EVENTS ANNUALLY.$0$2,365
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIRLEY FIELDS MCCOYPresidentPT$0--
CARL V LEIERVice President, President-ElectPT$0--
SHIRLEY M FLOWERSSecretaryPT$0--
DANIEL LJENSENTreasurerPT$0--
GERALD H NEWSOMImmediate Past President-$0--
STEVEN M D'AMBROSIODirector-$0--
PHYLLIS J CARROLLDirector-$0--
DAVID CRAWFORDDirector-$0--
JEROME G DAREDirector-$0--
RAIMUND E GOERLERDirector-$0--
CHUCK H MILLERDirector-$0--
HALLAN C NOLTIMIERDirector-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Ohio State University Retirees
EIN
81-3554036
Phone
6142922281
Address
2200 OLENTANGY RIVER ROAD, COLUMBUS, OH 43210

Signing Officer

Name
Dan Jensen
Title
Treasurer
Phone
6142922281
Signed
2017-12-05

Preparer

Firm
John Gerlach & Company Llp
Address
37 W BROAD ST STE 800, COLUMBUS, OH 43215
Preparer
Tj Conger CPA
Phone
6142242164
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: endowment. Amount: 14,937. Description: interest income. Amount: 2,516. Total included on form 990-ez, line 4: 17,453.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: dues. Amount: 100. Description: bad debt expense. Amount: 345. Description: membership expenses. Amount: 11,020. Description: conferences, meetings and seminars. Amount: 23,681. Description: social. Amount: 1,716. Description: miscellaneous. Amount: 650. Description: bank charges. Amount: 80. Total to form 990-ez, line 16: 37,592.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: transfer from related party. Amount: 464,403.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 0. End of year amount: 3,410. Description: prepaid expenses. Beg. Of year amount: 0. End of year amount: 21,920. Description: assets held by related organization. Beg. Of year amount: 0. End of year amount: 2,475.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred income. Beg. Of year amount: 0. End of year amount: 11,060. Description: assets held for others. Beg. Of year amount: 0. End of year amount: 2,475.”

Raw XML Appendix195 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOHN GERLACH & COMPANY LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum06142242164
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt037 W BROAD ST STE 800
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd043215
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0456106
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt05973
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06000
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0483911
IRS990EZ/GrossReceiptsAmt072436
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt017453
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt05000
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0470376
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0470376
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt120.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIRLEY FIELDS MCCOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CARL V LEIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SHIRLEY M FLOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANIEL LJENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GERALD H NEWSOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEVEN M D'AMBROSIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PHYLLIS J CARROLL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID CRAWFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEROME G DARE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9RAIMUND E GOERLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10CHUCK H MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11HALLAN C NOLTIMIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT, PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4IMMEDIATE PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationFiled990TInd01
IRS990EZ/OrganizationHadUBIInd01
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt027805
IRS990EZ/OtherChangesInNetAssetsAmt0464403
IRS990EZ/OtherExpensesTotalAmt037592
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ENHANCE THE WELL-BEING OF ITS MEMBERS THROUGH EDUCATIONAL AND CULTURAL PROGRAMS AND/OR EXPERIENCES THAT PROVIDE:-PERTINENT EDUCATION, SOCIAL AND RECRATIONAL 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
IRS990EZ/PrintingPublicationsPostageAmt022871
IRS990EZ/ProgramServiceRevenueAmt049983
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE BENEFITS COMMITTEE MONITORS MOST ASPECTS OF OUR MEMBER-RETIREES' MAJOR CONCERNS INCLUDING THE REGULATION AND STATUS OF PENSIONS AND RETIREMENT INCOME, HEALTH COVERAGE AND CARE, PUBLIC POLICY, ONGOING STATE/FEDERAL LEGISLATIVE ACTIVITY, LOCAL BENEFITS FOR RETIREES, AND RELATED AREAS. THIS BENEFITS ALL OUR MEMBERS (>3000).
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE MONTHLY NEWSLETTER, AVAILABLE IN PRINT AND ONLINE, KEEPS THE >3000 MEMBERS INFORMED OF ALL THE OSURA EVENTS, ACTIVITIES, AND BENEFITS AND INCLUDES ARTICLES ON AREAS OF INTEREST FOR RETIREES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ANNUAL FALL CONFERENCE, HELD EACH SEPTEMBER, IS AN ALL-DAY CONVOCATION, WHICH FEATURES A QUEST KEYNOTE ADDRESS, 15 EDUCATIONAL BREAKOUT SESSIONS (EACH OF 45-55 MINUTES IN DURATION) AND 3 LOCAL OR CAMPUS TOURS OF AREAS OF INTEREST TO RETIREES. ATTENDANCE RANGES FROM 305 TO 350 AND THE NEWSLETTER THEN PROVIDES A SUMMARY OF ALL THE SESSIONS TO >3000 MEMBER RETIREES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3THE CULTURAL ARTS COMMITTEE PROVIDES ALL THE CULTURAL ARTS ACTIVITY AVAILABLE IN COLUMBUS AND THE SURROUNDING AREA, OBTAINS SENIOR DISCOUNTS FOR MANY OF THESE, AND WHEN NEEDED, ARRANGES TRANSPORTATION. OVER 400 MEMBERS PARTICIPATE IN THESE EVENTS. THE ORGANIZATION ORGANIZES OVER 50 SUCH EVENTS ANNUALLY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt30
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011349
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt122573
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt220138
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt32365
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt013535
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt066463
IRS990EZ/TotalProgramServiceExpensesAmt056425
IRS990EZ/TotalRevenueAmt072436
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.OSURA.OSU.EDU
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ENDOWMENT. AMOUNT: 14,937. DESCRIPTION: INTEREST INCOME. AMOUNT: 2,516. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 17,453.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES. AMOUNT: 100. DESCRIPTION: BAD DEBT EXPENSE. AMOUNT: 345. DESCRIPTION: MEMBERSHIP EXPENSES. AMOUNT: 11,020. DESCRIPTION: CONFERENCES, MEETINGS AND SEMINARS. AMOUNT: 23,681. DESCRIPTION: SOCIAL. AMOUNT: 1,716. DESCRIPTION: MISCELLANEOUS. AMOUNT: 650. DESCRIPTION: BANK CHARGES. AMOUNT: 80. TOTAL TO FORM 990-EZ, LINE 16: 37,592.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: TRANSFER FROM RELATED PARTY. AMOUNT: 464,403.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,410. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 21,920. DESCRIPTION: ASSETS HELD BY RELATED ORGANIZATION. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,475.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: DEFERRED INCOME. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,060. DESCRIPTION: ASSETS HELD FOR OTHERS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 2,475.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06142922281
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OHIO STATE UNIVERSITY RETIREES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0OHIO
ReturnHeader/Filer/EIN0813554036
ReturnHeader/Filer/PhoneNum06142922281
ReturnHeader/Filer/USAddress/AddressLine1Txt02200 OLENTANGY RIVER ROAD
ReturnHeader/Filer/USAddress/CityNm0COLUMBUS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043210
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0187E02ABD51768E305471598A0F911C4CCE972AD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0187E02ABD51768E305471598A0F911C4CCE972AD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.123.133.58
ReturnHeader/FilingSecurityInformation/IPDt02017-12-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:09:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0314419361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOHN GERLACH & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt037 W BROAD ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043215
ReturnHeader/PreparerPersonGrp/PhoneNum06142242164
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TJ CONGER CPA
ReturnHeader/ReturnTs02017-12-21T14:31:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$483,911
Liabilities
$13,535
Net assets
$470,376
Revenue
$72,436
Expenses
$66,463
Net income
$5,973
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$1.13$1.36$0.23
2024Detailed filing. Detailed filing data is available for this year.$5.39$0.05$5.34$0.69$0.66$0.03
2023Detailed filing. Detailed filing data is available for this year.$5.32$0.09$5.23$0.63$0.60$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.28$0.16$5.12$0.58$0.58$0.00
2021Detailed filing. Detailed filing data is available for this year.$5.24$0.14$5.11$0.51$0.37$0.13
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.14$4.96$0.69$0.72$0.03
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.14$4.98$0.80$0.67$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.89$0.13$4.76$0.65$0.59$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.84$0.14$4.70$0.72$0.66$0.06