WOMEN FOR ECONOMIC AND LEADERSHIP DEVELOPMENT: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOMEN FOR ECONOMIC AND LEADERSHIP DEVELOPMENT (EIN 45-4542456)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202401249349300920
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T09:22:17-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472461346 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 N FRONT ST STE 110 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454542456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN FOR ECONOMIC AND LEADERSHIP | BusinessNameLine1Txt |
| Business Name Line2 | DEVELOPMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOME | BusinessNameControlTxt |
| Phone | 6148902586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 752 N STATE STREET SUITE 398 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA SMOOT | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6148902586 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | SMOOT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD WELLS | PreparerPersonNm |
| PTIN | P01867509 | PTIN |
| Phone | 6143968974 | PhoneNum |
| Preparation | 2024-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARBARA SMOOT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 752 N STATE STREET SUITE 398 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $751,128 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WELDUSA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2012 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WELD DEVELOPS AND ADVANCES WOMEN'S LEADERSHIP TO STRENGTHEN THE ECONOMIC PROSPERITY OF THE COMMUNITIES IT SERVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 170 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $582,070 | PYContributionsGrantsAmt |
| CY Contributions Grants | $583,925 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,409 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $155,155 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,499 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,048 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $710,978 | PYTotalRevenueAmt |
| CY Total Revenue | $751,128 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $267,487 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $308,856 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $397,329 | PYOtherExpensesAmt |
| CY Other Expenses | $378,271 | CYOtherExpensesAmt |
| PY Total Expenses | $664,816 | PYTotalExpensesAmt |
| CY Total Expenses | $687,127 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $46,162 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $64,001 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $578,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $657,421 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $155,386 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $170,523 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $422,897 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $486,898 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WELD DEVELOPS AND ADVANCES WOMEN'S LEADERSHIP TO STRENGTHEN THE ECONOMIC PROSPERITY OF THE COMMUNITIES IT SERVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $117,241 | ExpenseAmt |
| Desc | MEMBERSHIP SERVICES: WELD CELEBRATED ITS 20TH ANNIVERSARY IN 2023. IT HAS MAINTAINED STRONG MEMBERSHIP BY CONTINUING A STRONG LINE UP OF MEMBER ONLY PROGRAMS (NEW AND RENEWING MEMBER PROGRAMS, BOARD PROGRAMS, SPECIALTY PROGRAMS) AND CORPORATE MEMBER ONLY PROGRAMS (EXECUTIVE WOMEN'S SERIES, AFFINITY GROUPS BEST PRACTICES SERIES) AND PROGRAMS FREE TO MEMBERS (TELL IT LIKE IT IS THURSDAY WEBINAR SERIES PROGRAMS) AS WELL AS DEEP REGISTRATION DISCOUNTS FOR MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $222,541 | ExpenseAmt |
| Revenue | $155,155 | RevenueAmt |
| Desc | EVENTS: KEYNOTE: THE WELD COLUMBUS CHAPTER HELD A KEYNOTE IN 2023. THE EVENT FEATURED SANDRA CAMPOS, BIG LOTS BOARD DIRECTOR, FORMER CEO OF DIANE VON FURSTENBERG, FORMER PRESIDENT OF A PORTFOLIO OF 1BN CONTEMPORARY BRANDS INCLUDING JUICY COUTURE, BEBE, BCBG AND HERVE LEGER, AND FORMER PRESIDENT OF O OSCAR (AN OSCAR DE LA RENTA DIVISION). IT FOCUSED ON THE TOPIC "BUILDING A CAREER IS A MARATHON - NOT A SPRINT." CORPORATE BOARD CONFERENCE: FOR OVER 12 YEARS, WELD HAS PROVIDED CORPORATE BOARD TRAINING AND BOARD JOURNEY PREPARATION AS A SEPARATE TRACK AT ITS ANNUAL LEADERSHIP CONFERENCE. FOR THE FIRST TIME IN 2023, WELD LAUNCHED A STAND-ALONE CORPORATE BOARD CONFERENCE THAT FEATURED KIM ALEXIS NEWTON, FOUNDER AND CEO, ALEXIS ENTERPRISES, LLC, INDEPENDENT DIRECTOR OF BIG LOTS AND JESSE TYSON, CEO, T&S FOOD SERVICES, LLC, INDEPENDENT DIRECTOR OF THE WILLIAMS COMPANIES INC. AS KEYNOTE SPEAKERS WITH COLLEEN MARSHALL, NEWS ANCHOR, NBC4 AS THE MODERATOR. THE CONFERENCE INCLUDED PANEL DISCUSSIONS ON HOT TOPICS IN THE BOARDROOM AND EMERGING PRACTICES FROM THE NOM/GOV PROCESS ALONG WITH ROUNDTABLE DISCUSSIONS ON THE BOARD JOURNEY. IN ITS FIRST YEAR, THE CONFERENCE SOLD OUT. LEADERSHIP: WELD HOSTS AN ANNUAL WOMEN'S LEADERSHIP CONFERENCE EACH SUMMER TO EDUCATE WOMEN AT VARIOUS STAGES OF THEIR CAREERS. THE 2023 CONFERENCE FOCUSED ON MAKING THE RE-CONNECTION: WITH PEOPLE, PURPOSE, AND PASSION. A WIDE RANGE OF EDUCATIONAL PROGRAMMING ADDRESSED THE DIVERSE WAYS WOMEN CAN DEVELOP AND APPLY LEADERSHIP SKILLS IN BOTH PROFESSIONAL AND CIVIC SERVICE VIA MAKING CONNECTIONS. THERE WERE SEVERAL DIFFERENT CAREER TRACKS. ATTENDEES WALKED AWAY WITH A STRONG SENSE OF THE URGENT NEED TO APPLY THOUGHT AND CREATIVITY TO INCREASE THE NUMBER OF WOMEN IN LEADERSHIP POSITIONS, AS WELL AS PRACTICAL SKILLS TO HELP ACHIEVE THAT GOAL. THIS CONFERENCE FEATURED COLUMBUS CITY COUNCILMEMBER LOURDES BARROSO DE PADILLA AS THE OPENING SESSION SPEAKER AND FEATURED OVER 35 EXPERT PRESENTERS ON A VARIETY OF LEADERSHIP TOPICS, INCLUDING BOTH AN OPENING AND LUNCH SESSION KEYNOTE SPEAKER. WELD HAD OVER 300 REGISTRATIONS, INCLUDING 32 SCHOLARSHIP RECIPIENTS. THESE WOMEN ARE STRIVING FOR ECONOMIC INDEPENDENCE AND ARE REINVENTING THEIR LIVES AFTER SUFFERING EXTREME SETBACKS. THEY WERE ABLE TO LEARN NEW SKILL SETS IN A SAFE AND SUPPORTIVE ENVIRONMENT AND BUILD NEW COMMUNITY CONNECTIONS. WOMEN WELDING THE WAY CALENDAR(R) RECEPTION: THE WELD COLUMBUS CHAPTER LAUNCHED ITS 20TH ANNUAL WOMEN WELDING THE WAY CALENDAR. THESE CALENDARS SHOWCASE THE ACHIEVEMENTS OF 12 WOMEN WHO ARE NOMINATED BY THE COMMUNITY AND SELECTED BY KEY BUSINESS AND COMMUNITY LEADERS. THE CALENDAR HONOREES ARE A DIVERSE MIX OF WOMEN WHO ARE LEADERS IN THEIR COMPANIES AND INDUSTRIES, HAVE POSITIVELY IMPACTED THEIR COMMUNITIES AND HAVE INSPIRED WOMEN TO STRIVE FOR THEIR CAREER ASPIRATIONS WHILE REACHING BACK FOR OTHERS. A PRINTED CALENDAR IS CREATED FOR EACH OF THESE CHAPTERS THAT SHOWCASES THE TALENT AND CONTRIBUTIONS OF THESE WOMEN. THIS EVENT WAS HELD IN PERSON AT THE OHIO STATEHOUSE. THE TOTAL NUMBER OF REGISTRATIONS FOR THE EVENT WERE ALMOST 300. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $328,040 | ExpenseAmt |
| Desc | PROGRAMMING: WELD HOLDS EDUCATIONAL PROGRAMS TO TEACH SKILLS USEFUL FOR LEADERS AT VARIOUS STAGES IN THEIR CAREERS. TYPICALLY, THESE ARE A BLEND OF IN-PERSON AND VIRTUAL EVENTS. MANY CHAPTERS HAVE RETURNED TO IN PERSON EVENTS FOR THE FIRST TIME SINCE COVID-19. THESE EVENTS INCLUDE THE EMERGING PROFESSIONAL SERIES PROGRAMS TARGETED TO THOSE JUST STARTING OUT IN THEIR CAREERS, THE LEADERSHIP SERIES PROGRAMS TARGETED TO MID-CAREER PROFESSIONALS COVERING A WIDE RANGE OF TOPICS AND AN EXECUTIVE WOMEN'S SERIES FOR SENIOR LEADERS AND C-SUITE EXECUTIVES. WELD CONTINUED TO OFFER SEVERAL PROGRAMS WITH SHRM, CPE AND OH AND WV CLE. WELD LAUNCHED A FULL YEAR OF BOARD PROGRAMS/C-SUITE SERIES DESIGNED TO HELP WOMEN OBTAIN THEIR FIRST SEAT ON A NONPROFIT BOARD. THE TOPICS FOCUSED ON PUBLIC COMPANY FINANCIALS, NONPROFIT FINANCIALS, PREPARING FOR THE BOARD INTERVIEW AND OTHER BOARD PREPARATION TOPICS. WELD CONDUCTED SEVERAL NEW MEMBER PROGRAMS ACROSS ITS CHAPTER BASE AND ALSO HOSTED ITS ANNUAL AFFINITY GROUPS BEST PRACTICES SESSION FOR ITS CORPORATE MEMBERS. WELD ALSO CONDUCTED TWO COHORT-BASED LEADERSHIP PROGRAMS IN THEIR SECOND YEAR OF EXISTENCE. THE WELD PATHWAY TO MANAGEMENT PROGRAM IS DESIGNED TO PREPARE WOMEN FOR THEIR FIRST PROMOTION INTO A MANAGEMENT ROLE. THE WELD PATHWAY TO EXECUTIVE LEADERSHIP PROGRAM IS DESIGNED TO HELP WOMEN STUCK IN MIDDLE MANAGEMENT LEARN WHAT IT TAKES TO BE CONSIDERED FOR EXECUTIVE ROLES. WELD ALSO LAUNCHED THE INAUGURAL WELD PATHWAY TO MANAGEMENT PROGRAM FOR WOMEN OF COLOR THIS YEAR ATTRACTING MAJOR SPONSORS AND DELIVERING EXCELLENT ADVANCEMENT OPPORTUNITIES FOR PARTICIPANTS. WELD ALSO LAUNCHED A PROGRAM FOCUSED ON INCREASING AFRICAN AMERICAN REPRESENTATION IN THE C-SUITES OF PUBLIC COMPANIES IN OHIO, THE AFRICAN AMERICAN DIRECTORS FORUM, FOUNDED IN PITTSBURGH. IN ALL, WELD HAD NEARLY 4,800 WOMEN AND MEN ATTEND OUR LEADERSHIP AND MEMBER PROGRAMS AND SIGNATURE EVENTS. OVER TWO HUNDRED WOMEN AND MEN SERVED AS PROGRAM SPEAKERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $667,822 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BALANCE OHIO LLC | PersonNm |
| Phone | 6148902586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 451 | AddressLine1Txt |
| City | PLAIN CITY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43064 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| BARBARA SMOOT | ||||||
| PRESIDENT/CE | 75.00 | Yes (X) | $141,926 | $0 | $0 | |
| RITA MCNEIL DANISH | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANNETTE HAZAPIS | ||||||
| CHAIR-ELECT | 1.25 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ANNA DAILEY | ||||||
| BOARD SECRET | 0.75 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL KIENE | ||||||
| BOARD TREASU | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFF MILGROM | ||||||
| RELATIONS DI | 0.25 | $0 | $0 | $0 | Yes (X) | |
| BETH ALLOWAY | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JENNIFER BOGAN | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| ELLEN CAPPELLANTI | ||||||
| BOARD MEMBER | 0.75 | $0 | $0 | $0 | Yes (X) | |
| IRINA CEAPARU | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JEFF CHESNUT | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| APARNA DIAL | ||||||
| BOARD MEMBER | 0.75 | $0 | $0 | $0 | Yes (X) | |
| LINDSAY FORD ELLIS | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE FOSTER | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| MAGGIE GILMORE | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| LYNDA KLINE | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| PURBA MAJUMDER | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| DONNA MARBURY | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| LILLIAN MORALES-LASTER | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TIA MORETTI | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| CATHY NORTON | ||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| COLLEEN PHILABAUM | ||||||
| BOARD MEMBER | 1.50 | $0 | $0 | $0 | Yes (X) | |
| OANA POLANCO | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| MARY RICHTER | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| DANA SADIQ | ||||||
| BOARD MEMBER | 0.75 | $0 | $0 | $0 | Yes (X) | |
| RALPH SMITHERS JR | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| CYNTHIA TURNER | ||||||
| BOARD MEMBER | 0.50 | $0 | $0 | $0 | Yes (X) | |
| NETTA WHITMAN | ||||||
| BOARD MEMBER | 0.25 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $141,926 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Membership Dues | $225,672 | MembershipDuesAmt |
| All Other Contributions | $358,253 | AllOtherContributionsAmt |
| Noncash Contributions | $13,075 | NoncashContributionsAmt |
| Total Contributions | $583,925 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATIONS | Desc |
| Business | 611430 | BusinessCd |
| Total Revenue Column | $155,155 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $155,155 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $155,155 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,048 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,048 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $751,128 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $167,203 | RelatedOrExemptFuncIncomeAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,926 | TotalAmt |
| Program Services | $134,830 | ProgramServicesAmt |
| Management And General | $7,096 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,137 | TotalAmt |
| Program Services | $119,831 | ProgramServicesAmt |
| Management And General | $6,306 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,509 | TotalAmt |
| Program Services | $19,484 | ProgramServicesAmt |
| Management And General | $1,025 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,284 | TotalAmt |
| Program Services | $19,270 | ProgramServicesAmt |
| Management And General | $1,014 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,024 | TotalAmt |
| Program Services | $21,873 | ProgramServicesAmt |
| Management And General | $1,151 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,253 | TotalAmt |
| Program Services | $43,253 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,495 | TotalAmt |
| Program Services | $9,970 | ProgramServicesAmt |
| Management And General | $525 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,417 | TotalAmt |
| Program Services | $7,046 | ProgramServicesAmt |
| Management And General | $371 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,476 | TotalAmt |
| Program Services | $13,752 | ProgramServicesAmt |
| Management And General | $724 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80 | TotalAmt |
| Program Services | $76 | ProgramServicesAmt |
| Management And General | $4 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331 | TotalAmt |
| Program Services | $314 | ProgramServicesAmt |
| Management And General | $17 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,867 | TotalAmt |
| Program Services | $6,524 | ProgramServicesAmt |
| Management And General | $343 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAMMING EXPENSES | $257,746 | $257,746 | |
| BANK FEES | $9,491 | $9,017 | $474 |
| MISCELLANEOUS | $2,314 | $2,198 | $116 |
| BAD DEBTS | $1,751 | $1,663 | $88 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,026 | TotalAmt |
| Program Services | $975 | ProgramServicesAmt |
| Management And General | $51 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,127 | TotalAmt |
| Program Services | $667,822 | ProgramServicesAmt |
| Management And General | $19,305 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $359,744 | BOYAmt |
| EOY | $555,989 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,762 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,399 | BOYAmt |
| EOY | $82,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $16,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,821 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $641 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,239 | BOYAmt |
| EOY | $2,180 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,139 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,283 | BOYAmt |
| EOY | $657,421 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,991 | BOYAmt |
| EOY | $16,084 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,395 | BOYAmt |
| EOY | $154,439 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,386 | BOYAmt |
| EOY | $170,523 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,897 | BOYAmt |
| EOY | $486,898 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $422,897 | BOYAmt |
| EOY | $486,898 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,283 | BOYAmt |
| EOY | $657,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $64,001 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $184,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $81,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,348 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $582,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $583,925 | CurrentTaxYearAmt |
| Total | $1,620,374 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $399,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $296,973 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $488,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $127,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,155 | CurrentTaxYearAmt |
| Total | $1,468,104 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $584,431 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $378,254 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $677,234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $709,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $739,080 | CurrentTaxYearAmt |
| Total | $3,088,478 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,250 | CurrentTaxYearAmt |
| Total | $41,250 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,250 | CurrentTaxYearAmt |
| Total | $41,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,047,228 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,048 | CurrentTaxYearAmt |
| Total | $21,797 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,422 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,499 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,048 | CurrentTaxYearAmt |
| Total | $21,797 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $588,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $380,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $678,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $710,978 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $751,128 | CurrentTaxYearAmt |
| Total | $3,110,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97970 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99260 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,821 | OtherCostOrOtherBasisAmt |
| Depreciation | $641 | DepreciationAmt |
| Book Value | $2,180 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,180 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS TAX-EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS FASB GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION, AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. ON DECEMBER 31, 2023, THERE WERE NO MATERIAL UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES. THE ORGANIZATION FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF OHIO. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. ALL TAX RETURNS FOR YEARS ENDING AFTER DECEMBER 31, 2020 ARE OPEN FOR EXAMINATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4B | EVENTS: KEYNOTE: THE WELD COLUMBUS CHAPTER HELD A KEYNOTE IN 2023. THE EVENT FEATURED SANDRA CAMPOS, BIG LOTS BOARD DIRECTOR, FORMER CEO OF DIANE VON FURSTENBERG, FORMER PRESIDENT OF A PORTFOLIO OF 1BN CONTEMPORARY BRANDS INCLUDING JUICY COUTURE, BEBE, BCBG AND HERVE LEGER, AND FORMER PRESIDENT OF O OSCAR (AN OSCAR DE LA RENTA DIVISION). IT FOCUSED ON THE TOPIC "BUILDING A CAREER IS A MARATHON - NOT A SPRINT." CORPORATE BOARD CONFERENCE: FOR OVER 12 YEARS, WELD HAS PROVIDED CORPORATE BOARD TRAINING AND BOARD JOURNEY PREPARATION AS A SEPARATE TRACK AT ITS ANNUAL LEADERSHIP CONFERENCE. FOR THE FIRST TIME IN 2023, WELD LAUNCHED A STAND-ALONE CORPORATE BOARD CONFERENCE THAT FEATURED KIM ALEXIS NEWTON, FOUNDER AND CEO, ALEXIS ENTERPRISES, LLC, INDEPENDENT DIRECTOR OF BIG LOTS AND JESSE TYSON, CEO, T&S FOOD SERVICES, LLC, INDEPENDENT DIRECTOR OF THE WILLIAMS COMPANIES INC. AS KEYNOTE SPEAKERS WITH COLLEEN MARSHALL, NEWS ANCHOR, NBC4 AS THE MODERATOR. THE CONFERENCE INCLUDED PANEL DISCUSSIONS ON HOT TOPICS IN THE BOARDROOM AND EMERGING PRACTICES FROM THE NOM/GOV PROCESS ALONG WITH ROUNDTABLE DISCUSSIONS ON THE BOARD JOURNEY. IN ITS FIRST YEAR, THE CONFERENCE SOLD OUT. LEADERSHIP: WELD HOSTS AN ANNUAL WOMEN'S LEADERSHIP CONFERENCE EACH SUMMER TO EDUCATE WOMEN AT VARIOUS STAGES OF THEIR CAREERS. THE 2023 CONFERENCE FOCUSED ON MAKING THE RE-CONNECTION: WITH PEOPLE, PURPOSE, AND PASSION. A WIDE RANGE OF EDUCATIONAL PROGRAMMING ADDRESSED THE DIVERSE WAYS WOMEN CAN DEVELOP AND APPLY LEADERSHIP SKILLS IN BOTH PROFESSIONAL AND CIVIC SERVICE VIA MAKING CONNECTIONS. THERE WERE SEVERAL DIFFERENT CAREER TRACKS. ATTENDEES WALKED AWAY WITH A STRONG SENSE OF THE URGENT NEED TO APPLY THOUGHT AND CREATIVITY TO INCREASE THE NUMBER OF WOMEN IN LEADERSHIP POSITIONS, AS WELL AS PRACTICAL SKILLS TO HELP ACHIEVE THAT GOAL. THIS CONFERENCE FEATURED COLUMBUS CITY COUNCILMEMBER LOURDES BARROSO DE PADILLA AS THE OPENING SESSION SPEAKER AND FEATURED OVER 35 EXPERT PRESENTERS ON A VARIETY OF LEADERSHIP TOPICS, INCLUDING BOTH AN OPENING AND LUNCH SESSION KEYNOTE SPEAKER. WELD HAD OVER 300 REGISTRATIONS, INCLUDING 32 SCHOLARSHIP RECIPIENTS. THESE WOMEN ARE STRIVING FOR ECONOMIC INDEPENDENCE AND ARE REINVENTING THEIR LIVES AFTER SUFFERING EXTREME SETBACKS. THEY WERE ABLE TO LEARN NEW SKILL SETS IN A SAFE AND SUPPORTIVE ENVIRONMENT AND BUILD NEW COMMUNITY CONNECTIONS. WOMEN WELDING THE WAY CALENDAR(R) RECEPTION: THE WELD COLUMBUS CHAPTER LAUNCHED ITS 20TH ANNUAL WOMEN WELDING THE WAY CALENDAR. THESE CALENDARS SHOWCASE THE ACHIEVEMENTS OF 12 WOMEN WHO ARE NOMINATED BY THE COMMUNITY AND SELECTED BY KEY BUSINESS AND COMMUNITY LEADERS. THE CALENDAR HONOREES ARE A DIVERSE MIX OF WOMEN WHO ARE LEADERS IN THEIR COMPANIES AND INDUSTRIES, HAVE POSITIVELY IMPACTED THEIR COMMUNITIES AND HAVE INSPIRED WOMEN TO STRIVE FOR THEIR CAREER ASPIRATIONS WHILE REACHING BACK FOR OTHERS. A PRINTED CALENDAR IS CREATED FOR EACH OF THESE CHAPTERS THAT SHOWCASES THE TALENT AND CONTRIBUTIONS OF THESE WOMEN. THIS EVENT WAS HELD IN PERSON AT THE OHIO STATEHOUSE. THE TOTAL NUMBER OF REGISTRATIONS FOR THE EVENT WERE ALMOST 300. |
| FORM 990, PAGE 2, PART III, LINE 4C | PROGRAMMING: WELD HOLDS EDUCATIONAL PROGRAMS TO TEACH SKILLS USEFUL FOR LEADERS AT VARIOUS STAGES IN THEIR CAREERS. TYPICALLY, THESE ARE A BLEND OF IN-PERSON AND VIRTUAL EVENTS. MANY CHAPTERS HAVE RETURNED TO IN PERSON EVENTS FOR THE FIRST TIME SINCE COVID-19. THESE EVENTS INCLUDE THE EMERGING PROFESSIONAL SERIES PROGRAMS TARGETED TO THOSE JUST STARTING OUT IN THEIR CAREERS, THE LEADERSHIP SERIES PROGRAMS TARGETED TO MID-CAREER PROFESSIONALS COVERING A WIDE RANGE OF TOPICS AND AN EXECUTIVE WOMEN'S SERIES FOR SENIOR LEADERS AND C-SUITE EXECUTIVES. WELD CONTINUED TO OFFER SEVERAL PROGRAMS WITH SHRM, CPE AND OH AND WV CLE. WELD LAUNCHED A FULL YEAR OF BOARD PROGRAMS/C-SUITE SERIES DESIGNED TO HELP WOMEN OBTAIN THEIR FIRST SEAT ON A NONPROFIT BOARD. THE TOPICS FOCUSED ON PUBLIC COMPANY FINANCIALS, NONPROFIT FINANCIALS, PREPARING FOR THE BOARD INTERVIEW AND OTHER BOARD PREPARATION TOPICS. WELD CONDUCTED SEVERAL NEW MEMBER PROGRAMS ACROSS ITS CHAPTER BASE AND ALSO HOSTED ITS ANNUAL AFFINITY GROUPS BEST PRACTICES SESSION FOR ITS CORPORATE MEMBERS. WELD ALSO CONDUCTED TWO COHORT-BASED LEADERSHIP PROGRAMS IN THEIR SECOND YEAR OF EXISTENCE. THE WELD PATHWAY TO MANAGEMENT PROGRAM IS DESIGNED TO PREPARE WOMEN FOR THEIR FIRST PROMOTION INTO A MANAGEMENT ROLE. THE WELD PATHWAY TO EXECUTIVE LEADERSHIP PROGRAM IS DESIGNED TO HELP WOMEN STUCK IN MIDDLE MANAGEMENT LEARN WHAT IT TAKES TO BE CONSIDERED FOR EXECUTIVE ROLES. WELD ALSO LAUNCHED THE INAUGURAL WELD PATHWAY TO MANAGEMENT PROGRAM FOR WOMEN OF COLOR THIS YEAR ATTRACTING MAJOR SPONSORS AND DELIVERING EXCELLENT ADVANCEMENT OPPORTUNITIES FOR PARTICIPANTS. WELD ALSO LAUNCHED A PROGRAM FOCUSED ON INCREASING AFRICAN AMERICAN REPRESENTATION IN THE C-SUITES OF PUBLIC COMPANIES IN OHIO, THE AFRICAN AMERICAN DIRECTORS FORUM, FOUNDED IN PITTSBURGH. IN ALL, WELD HAD NEARLY 4,800 WOMEN AND MEN ATTEND OUR LEADERSHIP AND MEMBER PROGRAMS AND SIGNATURE EVENTS. OVER TWO HUNDRED WOMEN AND MEN SERVED AS PROGRAM SPEAKERS. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE MEMBERS OF WELD SHALL CONSIST OF PERSONS THAT (A) SUBSCRIBE TO AND SUPPORT THE PURPOSES OF WELD AS DESCRIBED HEREIN, (B) APPLY FOR AND ARE APPROVED FOR MEMBERSHIP, (C) PAY ANNUAL DUES TO WELD IN SUCH AMOUNTS, IF ANY, AS THE BOARD DETERMINES, AND (D) ACCEPT AND ABIDE BY THE ARTICLES OF INCORPORATION, CODE OF REGULATIONS, AND ANY TERMS AND CONDITIONS AS THE BOARD MAY ESTABLISH FROM TIME TO TIME. |
| FORM 990, PAGE 6, PART VI, LINE 7A | DIRECTORS SHALL BE ELECTED AT THE ANNUAL MEETING OF MEMBERS, OR IF NOT THEN ELECTED, OR IF SUCH MEETING BE NOT HELD AT THE TIME FIXED THEREFORE, THEN A SPECIAL MEETING OF WELD'S MEMBERS HELD FOR THE PURPOSE OF ELECTING DIRECTORS. THE BOARD SHALL APPROVE THE SLATE, AND THE SLATE SHALL BE DELIVERED TO THE MEMBERS ALONG WITH THE WRITTEN NOTICE OF THE MEETING. AT THE MEETING, THE SLATE SHALL BE APPROVED, AND THE NOMINEES COMPOSING THE SLATE ELECTED, UPON THE MAJORITY VOTE OF THE MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 7B | SUBJECT TO THE TERMS, CONDITIONS AND LIMITATIONS CONTAINED IN THE ARTICLES OF INCORPORATION AND IN THE CODE OF REGULATIONS, ALL VOTING MEMBERS WILL BE ENTITLED TO THE RIGHTS AND PRIVILEGES DESIGNATED BY THE BOARD FROM TIME TO TIME AS ASSOCIATED WITH THEIR LEVEL OF MEMBERSHIP. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE BOARD TREASURER AND FINANCE COMMITTEE. UPON THEIR REVIEW THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | WELD'S GOVERNING BODY ANNUALLY SIGNS THE CONFLICT OF INTEREST POLICY DURING THE JANUARY ONBOARDING MEETING. THROUGHOUT THE YEAR, THE GOVERNING BODY IS REQUESTED TO NOTIFY THE BOARD IF THERE ARE ANY ACTIONS BY BOARD, OFFICERS OR MEMBERS THAT DO NOT COMPLY WITH THE CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST ARISES, THE MATTER IS DEALT WITH IMMEDIATELY AND APPROPRIATE ACTION IS TAKEN BY THE GOVERNING BODY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. IN ADDITION, THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR PUBLIC VIEWING. |
Comments