UNIVERSITY DEVELOPMENT STRATEGIES

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

KEITH MYERS

Phone

6142925856

Tax Period

2019-07-01 to 2020-06-30

Mission

ADVANCING, ENCOURAGING AND PROMOTING THE INDUSTRIAL, ECONOMIC, COMMERCIAL AND CIVIL DEVELOPMENT OF THE AREAS SURROUNDING OR CONNECTED TO THE CAMPUSES OF THE OHIO STATE UNIVERSITY (THE "UNIVERSITY") AND ITS AFFILIATES; (B) PROVIDING KNOWLEDGEABLE REAL ESTATE ADVICE AND STRATEGIES BASED UPON THE FUNDAMENTAL ECONOMICS OF REAL ESTATE AND OPTIMIZING ITS VALUE; (C) STIMULATING INVESTMENT IN THE REAL ESTATE CONNECTED TO THE UNIVERSITY BY PROVIDING REAL-WORLD ADVICE IN A WAY THAT MEETS THE NEEDS OF THE UNIVERSITY, FACULTY, STAFF, STUDENTS, COMMUNITY MEMBERS AND BUSINESS PARTNERS; AND (D) ENGAGING IN ANY ACTIVITY FOR WHICH CORPORATIONS MAY BE FORMED UNDER THE NONPROFIT LAW OF OHIO.

Program Service Accomplishments

Program 1

Expenses: $463,523

PLANNING AND DEVELOPMENT OR REDEVELOPMENT OF COMMUNITIES SURROUNDING OHIO STATE UNIVERSITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $78,844

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $463,523

Other Expenses $402,504

TOTAL EXPENSES $481,348

Year-over-Year Comparison

	2019	2018	Change
Revenue	N/A	$950,000	-1.0%
Expenses	$481,348	$932,091	-0.5%
Net Income	N/A	$17,909	N/A

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,206,436

Total Directors

$2,121,594

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK D KASEY	CHAIRMAN	1.00	Director	$0	$69,267	$625,904
ANN GARCIA	DIRECTOR	1.00	Director	$0	$83,545	$657,201
DAVID FRANTZ	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KATZENMEYER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PAPADAKIS	DIRECTOR	1.00	Director	$0	$99,918	$838,489
GUY WORLEY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTIE ANGEL	DIRECTOR	1.00	Director	$0	$0	$0
KEITH MYERS	PRESIDENT	1.00	Officer	$0	$75,717	$423,414
JAKE WOZNIAK	TREASURER	1.00	Officer	$0	$59,992	$539,011
HEIDI MCCABE	SECRETARY	1.00	Officer	$0	$37,980	$244,011

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2020	No data	$481,348	No data	No data
2019	$950,000	$932,091	$560,348	$17,909
2018	$2,416,813	$2,409,332	$542,439	$7,481