THE OHIO UNIVERSITY FOUNDATION Charity Report

Public IRS 990 nonprofit record

THE OHIO UNIVERSITY FOUNDATION

EIN 31-6402269 · Education (B110)

What they do

The Ohio University Foundation Was Established In 1945 to Support The Mission of Ohio University, The First Institution of Higher Education In The Northwest Territory. Ohio University Holds As Its Central Purpose The Intellectual and Personal Development of Its Students and is Well Known for Its Outstanding Faculty of Accomplished Teachers Whose Research and Creative Activity Advance Knowledge Across Many Disciplines. During Fiscal Year 2025, The Ohio University Foundation Received Thousands of Gifts Totaling More Than $59 Million.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $74.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders55 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

49.59%of revenue went to mission work74.6% of expenses · Program services

9.16%of revenue went to fundraising13.8% of expenses

$66.44spent for every $100 of revenueRevenue covered expenses this year.

7.69%of revenue went to management and office costs11.6% of expenses

$14.50in assets for every $1 spent this yearSome assets cannot be spent right away.

67.7%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $475,593 for DAVID GAUME (CHIEF INVESTMENT OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$92,753,417

Mission workProgram services$45,997,74949.59% of revenue74.6% of expenses

ManagementOffice and general costs$7,130,5227.69% of revenue11.6% of expenses

FundraisingAsking for donations$8,497,0959.16% of revenue13.8% of expenses

Revenue left after expensesReported annual surplus$31,128,05133.56% of revenueShown in gray on the chart

Total expenses$61,625,36666.44% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 74.6% mission · 11.6% management · 13.8% fundraisingTotal expenses: 66.44% of revenue

2023Expense mix: 74.1% mission · 10.9% management · 15.0% fundraisingTotal expenses: 80.60% of revenue

2022Expense mix: 72.4% mission · 10.3% management · 17.3% fundraisingTotal expenses: 60.19% of revenue

2021Expense mix: 76.6% mission · 9.0% management · 14.4% fundraisingTotal expenses: 69.94% of revenue

2020Expense mix: 72.9% mission · 9.8% management · 17.4% fundraisingTotal expenses: 66.09% of revenue

2019Expense mix: 59.9% mission · 10.6% management · 29.5% fundraisingTotal expenses: 121.35% of revenue

2018Expense mix: 62.8% mission · 11.6% management · 25.6% fundraisingTotal expenses: 97.14% of revenue

2017Expense mix: 67.4% mission · 10.0% management · 22.6% fundraisingTotal expenses: 94.65% of revenue

Money in and money out

Revenue$92,753,417

Expenses$61,625,366

Annual surplus $31,128,051 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$45,997,749 · 74.6% of expenses

Management and office costs$7,130,522 · 11.6% of expenses

Fundraising$8,497,095 · 13.8% of expenses

See all reported dollar amounts

Revenue$92,753,417

Expenses$61,625,366

Assets$893,685,493

Income$167,306,479

Contributions$62,788,257

Mission work (program services)$45,997,749

Fundraising$8,497,095

Grants given$245,567,077

Average grant$30,695,885

Management and general$7,130,522

Stocks and bonds$536,149,253

Accounting fees$155,494

Investing fees$4,386,689

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAVID GAUMECHIEF INVESTMENT OFFICER · 36 hrs/week $475,593Base $392,219 · Other $83,374

NICOLAS KARAGOSIANFORMER PRESIDENT & CEO $324,117Base $300,484 · Other $23,633

CANDICE CASTOTREASURER & CFO · 36 hrs/week $291,054Base $212,579 · Other $78,475

MAJOR ALSTONSENIOR ASSOCIATE VP ADVANCEMENT AND CAMPAIGN DIREC · 38 hrs/week $249,091Base $197,054 · Other $52,037

TERI GARTLANDASSISTANT VICE PRESIDENT, MAJOR GIVING (UNTIL FEB · 38 hrs/week $218,900Base $168,665 · Other $50,235

JOSEPH PAUWELSASSOCIATE VP, ADVANCEMENT SVCS AND DEPUTY CAMPAIGN · 40 hrs/week $214,654Base $144,712 · Other $69,942

DUSTIN KILGOURCHIEF OF STAFF · 40 hrs/week $198,414Base $134,554 · Other $63,860

JENNIFER BOWIEASSOCIATE VP OF ALUMNI RELATIONS & ANNUAL GIVING A · 40 hrs/week $196,920Base $172,737 · Other $24,183

KELLI KOTOWSKIASSISTANT VICE PRESIDENT, GIFT PLANNING · 40 hrs/week $186,380Base $158,017 · Other $28,363

DAWN TABATASENIOR ADVISOR, PRINCIPAL PROSPECTS & DONOR STRATE · 40 hrs/week $158,345Base $138,899 · Other $19,446

GREGORY SIMMONSPRESIDENT & CEO (BEG NOV 24) · 38 hrs/week $93,127Base $84,352 · Other $8,775

PATRICK FOXDEAN, RUSS COLLEGE OF ENGINEERING AND TECHNOLOGY · 4 hrs/week $81,327Base · Other $81,327

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (55)

DAVID GAUMECHIEF INVESTMENT OFFICER

NICOLAS KARAGOSIANFORMER PRESIDENT & CEO

CANDICE CASTOTREASURER & CFO

MAJOR ALSTONSENIOR ASSOCIATE VP ADVANCEMENT AND CAMPAIGN DIREC

TERI GARTLANDASSISTANT VICE PRESIDENT, MAJOR GIVING (UNTIL FEB

JOSEPH PAUWELSASSOCIATE VP, ADVANCEMENT SVCS AND DEPUTY CAMPAIGN

DUSTIN KILGOURCHIEF OF STAFF

JENNIFER BOWIEASSOCIATE VP OF ALUMNI RELATIONS & ANNUAL GIVING A

KELLI KOTOWSKIASSISTANT VICE PRESIDENT, GIFT PLANNING

DAWN TABATASENIOR ADVISOR, PRINCIPAL PROSPECTS & DONOR STRATE

GREGORY SIMMONSPRESIDENT & CEO (BEG NOV 24)

PATRICK FOXDEAN, RUSS COLLEGE OF ENGINEERING AND TECHNOLOGY

CHADEN DJALALIFORMER PROVOST

M DUANE NELLISFORMER TRUSTEE AND FORMER UNIVERSITY PRESIDENT

LYNDA REDINGTONPRESIDENT & CEO (UNTIL NOV 24)

HUGH SHERMANFORMER TRUSTEE AND FORMER UNIVERSITY PRESIDENT

ELIZABETH SAYRSFORMER PROVOST

JOHN DAYTRUSTEE AND UNIVERSITYS VP FINANCE & ADMIN (UNTIL

LORI STEWART GONZALEZTRUSTEE AND UNIVERSITY PRESIDENT

DONALD LEOPROVOST (BEG JUL 24)

MELISSA WERVEY GITTELMANTRUSTEE

PHYLLIS KOHLERTRUSTEE

PAUL GYDOSHTRUSTEE

PAUL STEWARTTRUSTEE

JEFFREY WRIGHTTRUSTEE

R SCOTT DURCANINTRUSTEE

ROBERT WOLFINGERTRUSTEE

ROBIN SMITHTRUSTEE

SANDRA ANDERSONCHAIR

STEPHEN MUCKVICE CHAIR (UNTIL OCT 24)

SUSAN WEISS MULGREWSECRETARY

THOMAS ANDERSONTRUSTEE

THOMAS PARFITTTRUSTEE

TIMOTHY BUSCHTRUSTEE

TY VOTAWTRUSTEE

WILLIAM BALLTRUSTEE

DAVID WOLFORTTRUSTEE

ANN WAGNER HILLTRUSTEE

BILL BRANDTRUSTEE

CASEY CHRISTOPHERTRUSTEE

CHARLES CIUNITRUSTEE

CYNTHIA CALHOUNTRUSTEE

DAN SQUILLERTRUSTEE, ADJUNCT PROFESSOR

DAVID ABRAMTRUSTEE

DAVID LEVYTRUSTEE

DAVID MOORETRUSTEE AND UNIVERSITYS VP FINANCE & ADMIN (BEG JA

MARK ARNOLDTRUSTEE

DENNIS MINICHELLOTRUSTEE

DIANE SMULLENTRUSTEE

DONALD HARRISON JRVICE CHAIR

EDWARD CHOWTRUSTEE

GREGORY HILLTRUSTEE

GREGORY MOORETRUSTEE

JACQUELINE REAUTRUSTEE

ANN GABRIELTRUSTEE

About this charity

Recognized since: January 1955
Location: PO BOX 869, ATHENS, OH 45701-0869
County: Athens
In care of: Candice Casto
Primary officer: Candice Casto, Treasurer & CFO

How to reach them

WebsiteVisit the charity’s website Emailgiving@ohio.edu Phone(740) 593-1901

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CROWE LLP
NTEE classification: Education (B110)
Grant-giving organization: Yes