2024-11-01T14:05:42-05:00 2024-06-30 351178661 BLUE & CO LLC 9200 WORTHINGTON RD STE 200 WESTERVILLE OH 43082 990 2023-07-01 314273500 THE EDWARD ORTON JR CERAMIC FOUNDATION EDWA 6148952663 6991 OLD 3C HIGHWAY WESTERVILLE OH 430829028 MARK G LAWSON GENERAL MANAGER 6148181339 2024-11-01 1 1 TYLER K GREENE CPA P00057872 6148852583 2024-11-01 2023 2024-10-15 13:58:12Z MARK G LAWSON 6991 OLD 3C HIGHWAY WESTERVILLE OH 430829028 7346125 0 X WWW.ORTONCERAMIC.COM X 1932 OH TO PROVIDE HIGH QUALITY PRODUCTS, EQUIPMENT AND TESTING SERVICES FOR EVALUATING AND VALIDATING THERMAL PROCESSING OF MATERIALS TO BE A SUSTAINING RESOURCE FOR THE ADVANCEMENT OF THE MATERIALS COMMUNITY THROUGH EDUCATION AND RESEARCH. 5 5 40 5 0 0 0 0 7075946 7310176 51044 29611 6540 6338 7133530 7346125 66668 44094 0 0 3647910 4132809 0 0 0 5378193 2722076 9092771 6898979 -1959241 447146 5617284 5806690 1689465 1431725 3927819 4374965 TO PROVIDE HIGH QUALITY PRODUCTS, EQUIPMENT AND TESTING SERVICES FOR EVALUATING AND VALIDATING THERMAL PROCESSING OF MATERIALS TO BE A SUSTAINING RESOURCE FOR THE ADVANCEMENT OF THE MATERIALS COMMUNITY THROUGH EDUCATION AND RESEARCH. 0 0 5984637 44094 7316514 MANUFACTURE & SALE OF ORTON STANDARD PYROMETRIC CONES & RELATED PRODUCTS TO MEASURE & CONTROL THE APPLICATION OF HEAT IN THE PROCESSING OF MATERIALS & TESTING TO DETERMINE THE RESULTS THEREOF, & RESEARCH & EDUCATION RELATED TO MATERIALS INDUSTRIES. 5984637 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 1 0 OH X X ELIZABETH HENRY 6148181339 6991 OLD 3C HIGHWAY WESTERVILLE OH 43082 DR DANA GOSKI CHAIRMAN 1.00 0.00 X X 0 0 0 DR STEVEN W FREIMAN VICE CHAIR/TREASURER-PARTIAL TERM 1.00 0.00 X X 0 0 0 DR RUDOLPH BUCHHEIT TRUSTEE 1.00 0.00 X 0 0 0 DR GLENN DAEHN TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN BARNS ATTORNEY 1.00 0.00 X 0 0 0 EILEEN DEGUIRE TRUSTEE 1.00 0.00 X 0 0 0 MARK LAWSON SECY/GEN MANAGER 50.00 0.00 X 307684 0 70701 JOSEPH HOMENY RESEARCH AND TECHNICAL DIR 50.00 0.00 X 189489 0 37663 JAMES BALDWIN PRODUCTION DIRECTOR 50.00 0.00 X 158878 0 43105 BRIAN RAYNER MANAGER OF TESTING SERVICE 50.00 0.00 X 151979 0 36216 BEAU BILLET LABORATORY MANAGER 50.00 0.00 X 133728 0 29153 THOMAS MCINNERNEY ENGINEERING AND QUALITY CO 50.00 0.00 X 127054 0 16225 GARRICK ACKART TESTING ENGINEER 50.00 0.00 X 118237 0 44223 1187049 0 277286 7 0 1 0 0 PROGRAM SERVICE REVENU 900099 7208858 7208858 CONSULTING REVENUE 900099 60000 60000 EDUCATIONAL REVENUE 900099 41318 41318 7310176 29611 29611 SPECIAL HANDLING 900099 6338 6338 6338 7346125 7316514 0 29611 44094 44094 1472513 1051809 420704 1620438 1490173 130265 142774 117277 25497 666253 606029 60224 230831 212271 18560 18006 18006 35234 35234 37440 37440 35905 35905 21464 2757 18707 16972 16972 1705 1705 307084 255584 51500 42801 42801 51420 48502 2918 239761 221185 18576 53804 53804 COGS - PFF 440794 440794 COGS - INSTRUMENTS 403868 403868 COGS - HOT DISK 358653 358653 COGS - TESTING 120456 120456 536709 530774 5935 6898979 5984637 914342 0 100 32900 1112032 1307270 578745 587755 1820894 1771758 148383 165640 6344557 4403516 1956731 1941041 73 0 1 1 325 325 5617284 5806690 1668582 1406477 20883 25248 1689465 1431725 X 3927819 4374965 3927819 4374965 5617284 5806690 447146 0 X X 0 1 X 1 0 X 395598 395598 5288368 6097569 7285318 7075946 7310176 33057377 5683966 6097569 7285318 7075946 7310176 33452975 0 1119378 1646291 1818686 1171704 1011872 6767931 1119378 1646291 1818686 1171704 1011872 6767931 26685044 6727 1860 27254 35288 29611 100740 6727 1860 27254 35288 29611 100740 3906 4102 7246 6540 6338 28132 5694599 6103531 7319818 7117774 7346125 33581847 0.79460 0.77780 0.00300 0.00260 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: SPECIAL HANDLING - 2019 AMOUNT: $ 3,906. 2020 AMOUNT: $ 4,102. 2021 AMOUNT: $ 7,246. 2022 AMOUNT: $ 6,540. 2023 AMOUNT: $ 6,338. 12000 12000 2492286 1411854 1080432 3840271 2991662 848609 1941041 X 7346125 0 7346125 0 7346125 6898979 0 6898979 0 6898979 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS GENERALLY EXEMPT FROM INCOME TAXES. HOWEVER, THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX WHICH IS AN INFORMATIONAL RETURN ONLY. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 THE OHIO STATE UNIVERSITY 1960 KENNY ROAD COLUMBUS OH 43210 316025986 GOV'T 43044 0 FMV RESEARCH AND SCHOLARSHIP 1 0 X 1 1 X 0 0 0 0 0 0 0 0 0 MARK LAWSON SECY/GEN MANAGER 185258 0 122426 0 0 0 18473 0 52228 0 378385 0 0 0 JOSEPH HOMENY RESEARCH AND TECHNICAL DIR 166489 0 23000 0 0 0 11423 0 26240 0 227152 0 0 0 JAMES BALDWIN PRODUCTION DIRECTOR 128878 0 30000 0 0 0 9643 0 33462 0 201983 0 0 0 BRIAN RAYNER MANAGER OF TESTING SERVICE 135801 0 16178 0 0 0 9578 0 26638 0 188195 0 0 0 BEAU BILLET LABORATORY MANAGER 119794 0 13934 0 0 0 0 0 29153 0 162881 0 0 0 GARRICK ACKART TESTING ENGINEER 105401 0 12836 0 0 0 7194 0 37029 0 162460 0 0 0 PART I, LINE 1A IF AN OUT OF TOWN BOARD MEMBER BRINGS THEIR SPOUSE, THE ORGANIZATION WILL PAY FOR THE AIRFARE AND A DINNER. THE BOARD MEETS TWICE A YEAR. THIS BENEFIT IS NOT INCLUDED IN TAXABLE INCOME FROM THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990: ACCOUNTING MANAGER, GENERAL MANAGER, AND BOARD OF TRUSTEES CHAIRPERSON REVIEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICIAL: THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE GENERAL MANAGER'S COMPENSATION. DURING THE REVIEW, PRIOR YEAR GOALS AND CURRENT YEAR GOALS ARE DISCUSSED. THE GENERAL MANAGER IS NOT PRESENT DURING THE VOTING PROCESS TO APPROVE HIS OR HER COMPENSATION. THE GENERAL MANAGER REVIEWS AND APPROVES THE KEY EMPLOYEES' COMPENSATION. THE GENERAL MANAGER UTILIZES SALARY SURVEY DATA FOR THE ORGANIZATION'S GEOGRAPHIC AREA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (EDWARD ORTON, JR WILL), WERE FILED WITH THE PROBATE COURT OF FRANKLIN COUNTY, OHIO. NO CONFLICT OF INTEREST POLICY CURRENTLY EXISTS. EMPLOYEE POLICIES ARE STATED IN THE EMPLOYEE HANDBOOK. FINANCIAL STATEMENTS ARE FILED WITH BLUE & CO., LLC & ARE AVAILABLE VIA GUIDESTAR. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES FROM THE PREVIOUS YEAR.