2024-11-08T14:28:45-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2023-01-01 311111842 PHILANTHROPY OHIO PHIL 6142241344 500 S FRONT STREET 900 COLUMBUS OH 43215 STEVEN MOORE CHAIR 6142241344 2024-11-07 1 0 ANNAMARIE B REILLY P00431897 6148852208 2024-11-07 2023 2024-10-15 13:58:12Z DEBORAH AUBERT THOMAS 500 S FRONT STREET 900 COLUMBUS OH 43215 2113981 0 X WWW.PHILANTHROPYOHIO.ORG X 1984 OH TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 20 20 15 154 0 0 1544805 1354756 313538 399667 42103 29524 4863 15061 1905309 1799008 0 0 0 0 1287956 1397186 0 0 287525 666034 704912 1953990 2102098 -48681 -303090 1725898 1303059 482093 327034 1243805 976025 TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE PARTNERS FOR CHANGE IN OUR COMMUNITIES. 0 0 439347 401630 SUPPORTING POLICIES TO STRENGTHEN THE CHARITABLE SECTOR, IMPROVE LOCAL COMMUNITIES AND LIFT UP THE ULTIMATE BENEFICIARIES OF PHILANTHROPIC RESOURCES. PHILANTHROPY OHIO (POH) LEAD AND EQUIPPED OUR MEMBERS BY: (1) BRINGING PHILANTHROPY'S VOICE TO KEY EXTERNAL AUDIENCES INCLUDING STATE AND FEDERAL POLICY MAKERS AND THROUGH INTERACTION WITH OHIO'S STATEWIDE OFFICIALS AND CABINET STAFF, INCLUDING SERVING ON THE OHIO ATTORNEY GENERAL'S CHARITABLE ADVISORY COUNCIL; (2) ADVOCATING FOR STATE POLICY REFORM IN EDUCATION, HEALTH AND HOUSING THROUGH MEMBER-DRIVEN COALITIONS; (3) ADVOCATING FOR STATE AND FEDERAL POLICY REFORM RELATED TO CHARITABLE GIVING AND THE PHILANTHROPIC SECTOR THROUGH OUR MEMBER-DRIVEN PUBLIC POLICY COMMITTEE. 683691 SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2023, POH OFFERED 80 PROGRAMS, SERVING OVER 1,700 PARTICIPANTS, INCLUDING THE PHILANTHROPY FORWARD '23 CONFERENCE. IN ADDITION TO THE ANNUAL CONFERENCE, POH OFFERED PROGRAMS IN CORE COMPETENCY AREAS (COMMUNICATIONS, FINANCE & INVESTMENTS, GOVERNANCE, GRANTMAKING, ETC.) AND BY JOB POSITION (SCHOLARSHIP MANAGERS, EXECUTIVE DIRECTORS, ETC.) AND INTEREST AREAS (EQUITY PEER GROUPS, EDUCATION FUNDERS, ETC.). POH ALSO ENHANCED KNOWLEDGE BY ANSWERING 53 REQUESTS FOR INFORMATION IN 2023 AND PRODUCING 133 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT. 130599 ENGAGING PEOPLE IN MEANINGFUL CONVERSATIONS, PROVIDING SPACE FOR LEARNING FROM EACH OTHER, COLLABORATING AND STRENGTHENING RELATIONSHIPS IN ORDER TO AMPLIFY IMPACT. POH MAINTAINS SEVERAL ELECTRONIC LISTSERVS THAT ALLOW MEMBERS TO INTERACT WITH PEERS, POSING QUESTIONS AND SEEKING ADVICE. IN 2023, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 103 QUESTIONS AND ANSWERS PROVIDED. PEER GROUPS MET VIRTUALLY AND IN PERSON, ORGANIZED BY JOB ROLE (SCHOLARSHIP MANAGERS, EXECUTIVE DIRECTORS, ETC.) AND INTERESTS (EQUITY PEER GROUPS, EDUCATION FUNDERS, ETC.). 1253637 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X DEBORAH AUBERT THOMAS 6142241344 500 S FRONT STREET 900 COLUMBUS OH 43215 KEITH BURWELL BOARD MEMBER 1.00 X 0 0 0 AMY EYMAN BOARD MEMBER 1.00 X 0 0 0 CONSTANCE HAWK BOARD MEMBER 1.00 X 0 0 0 BENJAMIN KROECK BOARD MEMBER 1.00 X 0 0 0 SU LOK BOARD MEMBER 1.00 X 0 0 0 BRITTANY LOVETT BOARD MEMBER 1.00 X 0 0 0 JILL MILLER BOARD MEMBER 1.00 X 0 0 0 PATRICIA O'BRIEN BOARD MEMBER 1.00 X 0 0 0 ANTHONY RICHARDSON BOARD MEMBER 1.00 X 0 0 0 KRISTEN ROST BOARD MEMBER 1.00 X 0 0 0 TIMOTHY TRAMBLE BOARD MEMBER 1.00 X 0 0 0 BRIAN WAGNER BOARD MEMBER 1.00 X 0 0 0 KAREN WHITE BOARD MEMBER 1.00 X 0 0 0 STEPHEN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MEGAN WILSON BOARD MEMBER 1.00 X 0 0 0 BRADY GROVES CHAIR 1.00 X X 0 0 0 STEVEN MOORE VICE CHAIR 1.00 X X 0 0 0 MICHELLE LOVELY TREASURER 1.00 X X 0 0 0 DENISE GRIGGS SECRETARY 1.00 X X 0 0 0 MEGHAN CUMMINGS AT-LARGE 1.00 X X 0 0 0 DEBORAH AUBERT THOMAS PRESIDENT & CEO 40.00 X 149296 0 12181 MARY DUNBAR SENIOR VP OPERATIONS & STRATEGY 40.00 X 106965 0 8769 256261 0 20950 2 0 1 0 0 730315 624441 1354756 ANNUAL CONFERENCE 611430 377316 377316 WORKSHOPS/PUBLICATIONS 611430 22351 22351 399667 20364 20364 324133 314973 9160 9160 9160 MISCELLANEOUS INCOME 900099 13098 13098 CAREER CENTER 900099 1963 1963 15061 1799008 401630 0 42622 277212 149435 78176 49601 847364 456782 238963 151619 21457 11567 6051 3839 168448 90804 47504 30140 82705 44583 23324 14798 4253 4253 24568 24568 64461 64461 6820 6820 19257 13211 5408 638 27149 13676 10723 2750 92822 32562 53711 6549 99278 59236 28129 11913 26685 15922 7561 3202 217131 217131 47094 28100 13343 5651 SUBSCRIPTIONS AND MEMBE 34396 33569 827 PROFESSIONAL DEVELOPMEN 32329 17427 9117 5785 8669 5171 2458 1040 2102098 1253637 560936 287525 281195 368523 184000 23182 2880 3750 337043 187457 196680 149586 879416 617414 181727 140604 1725898 1303059 201423 22393 33805 71792 46162 246865 186687 482093 327034 X 887594 776398 356211 199627 1243805 976025 1725898 1303059 -303090 35310 0 X X 0 1 X 1 0 X 1184169 1629107 1847123 1544805 1354756 7559960 1184169 1629107 1847123 1544805 1354756 7559960 1072128 6487832 30355 30370 83453 42103 20364 206645 1223 16177 6013 4863 13098 41374 7807979 1407394 0.83090 0.78010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 64461 64461 1189176 1253637 200364 50091 0 0 195612 230450 247700 200364 874126 1311189 66074 68861 56243 64461 255639 61925 50091 112016 168024 114037 91100 22937 51124 48257 2867 171882 48100 123782 149586 OPERATING RIGHT-OF-USE-ASSET 130047 FINANCE RIGHT-OF -USE-ASSET 10557 140604 OPERATING LEASE LIABILITY 177514 FINANCE LEASE LIABILITY 9173 186687 1827498 35310 35310 1792188 6820 6820 1799008 2095278 0 2095278 6820 6820 2102098 X X 0 0 0 0 0 0 0 0 0 DEBORAH AUBERT THOMAS PRESIDENT & CEO 149296 0 0 0 0 0 12181 0 0 0 161477 0 0 0 PART I, LINE 3 COMPENSATION FOR THE ORGANIZATION'S CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEY DATA AND IS SUBJECT TO APPROVAL BY THE ORGANIZATION'S BOARD. COMPENSATION SURVEY DATA IS ALSO USED TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 PHILANTHROPY OHIO IS AN ASSOCIATION OF FOUNDATIONS, CORPORATE GIVING PROGRAMS, INDIVIDUALS, UNITED WAYS AND OTHER ORGANIZATIONS ACTIVELY INVOLVED IN PHILANTHROPY IN OHIO. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MEET ANNUALLY TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE WHICH PRESENTS IT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. A FINAL FILING COPY OF THE FORM IS PROVIDED TO EACH BOARD MEMBER VIA SECURE WEB PORTAL AND/OR E-MAIL PRIOR TO ELECTRONIC SUBMISSION OF THE FORM TO THE IRS. THE FORM IS ALSO DISPLAYED ON THE ORGANIZATION'S WEBSITE, WWW.PHILANTHROPYOHIO.ORG. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES OF PHILANTHROPY OHIO HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT APPLIES TO BOARD MEMBERS, STAFF, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. ANNUALLY, THESE INDIVIDUALS SUBMIT A SIGNED COPY OF THE POLICY FORM DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FORMS ARE REVIEWED, AND IN THE EVENT OF ANY CONFLICT, APPROPRIATE ACTION WOULD BE TAKEN CONSISTENT WITH THE REQUIREMENTS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEY DATA AND IS SUBJECT TO APPROVAL BY THE ORGANIZATION'S BOARD. COMPENSATION SURVEY DATA IS ALSO USED TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.