OHIO STATE UNIVERSITY RETIREES ASS… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

Gerald Newsom

Phone

6148428151

Tax Period

2024-07-01 to 2025-06-30

OHIO STATE UNIVERSITY RETIREES ASSOCIATION, founded in 1983, is a small nonprofit that reported $113K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. Expenses of $136K exceeded revenue, resulting in a 20% operating deficit.

Mission

TO ENHANCE THE WELL-BEING OF ITS MEMBERS THROUGH EDUCATIONAL CULTURAL AND RECREATIONAL PROGRAMS AS WELL AS BY KEEPING THEM INFORMED OF LEGISLATION AND UNIVERSITY POLICIES THAT MIGHT IMPACT THEM AS RETIREES.

Program Service Accomplishments

Program 1

Expenses: $21,193 Revenue: $21,845

ANNUAL FALL CONFERENCE HELD EACH SEPTEMBER IS AN ALL-DAY CONVOCATION WHICH FEATURES A KEYNOTE ADDRESS 16 EDUCATIONAL BREAKOUT SESSIONS EACH OF 45-55 MINUTES DURATION AND 3 LOCAL OR CAMPUS TOURS OF...

ANNUAL FALL CONFERENCE HELD EACH SEPTEMBER IS AN ALL-DAY CONVOCATION WHICH FEATURES A KEYNOTE ADDRESS 16 EDUCATIONAL BREAKOUT SESSIONS EACH OF 45-55 MINUTES DURATION AND 3 LOCAL OR CAMPUS TOURS OF AREAS OF INTEREST TO RETIREES. THE FALL CONFERENCE WAS WELL ATTENDED AND THE NEWSLETTER THEN PROVIDES A SUMMARY OF ALL THE SESSIONS TO 2100 MEMBER RETIREES.

Program 2

Expenses: $29,317 Revenue: $0

THE MONTHLY NEWSLETTER AVAILABLE IN PRINT AND ONLINE KEEPS THE 2100 MEMBERS INFORMED OF ALL THE OSURA EVENTS ACTIVITIES AND BENEFITS AND INCLUDES ARTICLES ON AREAS OF INTEREST FOR RETIREES.

Program 3

Expenses: $29,370 Revenue: $8,675

THE OHIO STATE UNIVERSITY RETIREES ASSOCIATION HOSTED A MEETING OF RETIREE ASSOCIATIONS FROM ACROSS THE BIG TEN WITH PRESENTATIONS DISCUSSION SESSIONS A CAMPUS TOUR AND BANQUET.

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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 (2024)

Revenue Breakdown

Contributions & Grants $20,774

Program Service Revenue $67,296

Investment Income $25,169

Other Revenue $0

TOTAL REVENUE $113,239

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,179

Other Expenses $106,228

TOTAL EXPENSES $136,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$113,239	$68,832	+0.6%
Expenses	$136,199	$65,688	+1.1%
Net Income	$-22,960	$3,144	-8.3%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SANDY BELL	PRESIDENT	2.50	Officer Director	$0	$0	$0
SALLY DELLINGER	VICE PRESIDE	18.00	Officer Director	$0	$0	$0
PAMELA THOMAS	SECRETARY	2.50	Officer Director	$0	$0	$0
JOEL TEAFORD	TREASURER	3.00	Officer Director	$0	$0	$0
RAIMUND GOERLER	HISTORIAN	1.50	Officer Director	$0	$0	$0
NENA COUCH	MEMBER AT LA	1.00	Director	$0	$0	$0
CATHERINE MONTALTO	MEMBER AT LA	1.30	Director	$0	$0	$0
DOUGLAS TORRANCE	MEMBER AT LA	2.00	Director	$0	$0	$0
JULIE CARPENTER-HUBIN	MEMBER AT LA	1.00	Director	$0	$0	$0
GAIL CAPEL-STEPHENOFF	MEMBER AT LA	1.00	Director	$0	$0	$0
PETER THOMISON	MEMBER AT LA	4.50	Director	$0	$0	$0
CAROL NEWCOMB-ALUTTO	COMMITTEE CH	2.50	Director	$0	$0	$0
GERALD NEWSOM	COMMITTEE CH	18.00	Director	$0	$0	$0
DARIAN TORRANCE	REP TO OPERS	2.80	Director	$0	$0	$0
NANCY WARDWELL	COMMITTEE CH	5.00	Director	$0	$0	$0
SUSAN SCHNELL	COMMITTEE CH	1.50	Director	$0	$0	$0
RUTH ANDERSON	COMMITTEE CH	3.00	Director	$0	$0	$0
KAREN BRUNS	COMMITTEE CH	1.00	Director	$0	$0	$0
GEMMA MCLUCKIE	COMMITTEE CH	1.00	Director	$0	$0	$0
ELENORE R ZELLER	COMMITTEE CH	2.00	Director	$0	$0	$0
LYNNE BONENBERGER	COMMITTEE CH	1.50	Director	$0	$0	$0
CONSTANCE OULANOFF	COMMITTEE CH	2.00	Director	$0	$0	$0
BOB FURBEE	COMMITTEE CH	2.00	Director	$0	$0	$0

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
2025	$113,239	$136,199	$31,068	$-22,960
2024	$68,832	$65,688	$539,257	$3,144
2023	$62,935	$59,741	$532,123	$3,194
2022	$57,832	$57,734	$527,784	$98
2021	$50,863	$37,469	$524,081	$13,394
2020	$68,599	$72,092	$509,197	$-3,493
2019	$79,563	$66,862	$511,315	$12,701

OHIO STATE UNIVERSITY RETIREES ASSOCIATION