PELOTONIA: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PELOTONIA (EIN 82-4997087)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349306041
- Schema version
- 2023v5.1
- 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 | 2024-11-15T09:48:08-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202122306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GBQ PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 WEST STREET SUITE 700 | 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 | 824997087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELOTONIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PELO | BusinessNameControlTxt |
| Phone | 6142216100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST BROAD STREET | AddressLine1Txt |
| City | COLUMBUUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE APGAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6142216100 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHY M MOSELEY | PreparerPersonNm |
| PTIN | P00116760 | PTIN |
| Phone | 6142211120 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOE APGAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST BROAD STREET | AddressLine1Txt |
| City | COLUMBUUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,069,460 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PELOTONIA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | PELOTONIA EXISTS TO ENGAGE, INSPIRE, AND CHALLENGE A COMMUNITY COMMITTED TO CHANGE THE WORLD BY ACCELERATING INNOVATIVE CANCER RESEARCH. SINCE ITS FOUNDING IN 2008, PELOTONIA HAS RAISED OVER $300 MILLION WHICH HAS BEEN INVESTED IN HIGH-IMPACT CANCER RESEARCH INCLUDING PREVENTION, DIAGNOSTICS, AND TREATMENT, AS WELL AS THE LAUNCH OF THE PELOTONIA INSTITUTE FOR IMMUNO-ONCOLOGY. AS A CENTERPIECE OF ITS YEAR-ROUND FUNDRAISING EFFORTS, PELOTONIA HOSTS A THREE-DAY EXPERIENCE THAT INCLUDES A WEEKEND OF CYCLING, ENTERTAINMENT, AND VOLUNTEERISM. THANKS TO ITS GENEROUS FUNDING PARTNERS, PELOTONIA IS ABLE TO DIRECT 100 PERCENT OF EVERY COMMUNITY-RAISED DOLLAR TO CANCER RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 3250 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $24,680,938 | PYContributionsGrantsAmt |
| CY Contributions Grants | $35,345,064 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,430 | PYInvestmentIncomeAmt |
| CY Investment Income | $641,147 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$639,676 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,303,694 | CYOtherRevenueAmt |
| PY Total Revenue | $24,079,692 | PYTotalRevenueAmt |
| CY Total Revenue | $34,682,517 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,524,857 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $27,567,089 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,369,155 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,096,610 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,011,640 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,882,481 | PYOtherExpensesAmt |
| CY Other Expenses | $3,098,045 | CYOtherExpensesAmt |
| PY Total Expenses | $30,776,493 | PYTotalExpensesAmt |
| CY Total Expenses | $33,761,744 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,696,801 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $920,773 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,447,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,500,956 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,390,334 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,383,830 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,057,251 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,117,126 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AT PELOTONIA WE'RE DRIVEN BY OUR MISSION: TO ENGAGE, INSPIRE, AND CHALLENGE A COMMUNITY COMMITTED TO CHANGE THE WORLD BY ACCELERATING INNOVATIVE CANCER RESEARCH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,773,281 | ExpenseAmt |
| Grant | $25,143,449 | GrantAmt |
| Revenue | $134,984 | RevenueAmt |
| Desc | PELOTONIA SUPPORTS HIGH-RISK, HIGH-REWARD CANCER RESEARCH INITIATIVES AT THE OHIO STATE UNIVERSITY COMPREHENSIVE CANCER CENTER ARTHUR G. JAMES CANCER HOSPITAL AND SOLOVE RESEARCH INSTITUTE. THE FUNDS RAISED SUPPORT PROJECTS THAT ADDRESS MANY AREAS OF CANCER RESEARCH, INCLUDING PREVENTION, DIAGNOSIS, TREATMENT, PSYCHOSOCIAL ISSUES, ACCELERATED DRUG DEVELOPMENT, AND LARGE INITIATIVES THAT HELP CHANGE THE LANDSCAPE OF CANCER CARE AND OFFER HELP AND HOPE TO PATIENTS AND FAMILIES FROM AROUND THE WORLD. PELOTONIA FUNDS ARE NOT RESTRICTED TO SPECIFIC CANCER TYPES, ALLOWING US TO INVEST IN INNOVATION ACROSS ALL CANCERS, FUNDING THE HIGHEST PRIORITY AND QUALITY RESEARCH ANNUALLY. SEE SCHEDULE O.IN FY 2023, PELOTONIA AWARDED FELLOWSHIP PROGRAM AWARDS TO EMPOWER YOUNG INNOVATORS ACROSS ACADEMIC FIELDS AND DISCIPLINES TO PURSUE A CAREER IN CANCER RESEARCH; IDEA GRANTS TO ENABLE SCIENTISTS TO PURSUE NEW APPROACHES TO CANCER RESEARCH; AND STATEWIDE INITIATIVE GRANTS FOCUSED ON ASSESSING SURVIVAL AND QUALITY OF LIFE FOR ADVANCED STAGE LUNG CANCER, SMOKING CESSATION, AND REDUCING THE HIGH BREAST CANCER MORTALITY AMONG AFRICAN AMERICAN WOMEN IN OHIO. PELOTONIA CONTINUED ONGOING PROGRAMMATIC INVESTMENTS IN THE PELOTONIA INSTITUTE FOR IMMUNO-ONCOLOGY (PIIO); A COMPREHENSIVE BENCH-TO-BEDSIDE RESEARCH INITIATIVE FOCUSED ON HARNESSING THE IMMUNE SYSTEM TO FIGHT CANCER; RECRUITMENT AND RETENTION OF TOP CANCER SCIENTISTS; SOPHISTICATED EQUIPMENT REQUIRED FOR CUTTING-EDGE CANCER DISCOVERIES; STRATEGIC RESEARCH INVESTMENTS IN THE DRUG DEVELOPMENT INSTITUTE; DIGITAL PATHOLOGY; AND TOTAL CANCER CARE PROTOCOL PROGRAMS AT THE OSUCCC - JAMES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,615,640 | ExpenseAmt |
| Grant | $2,423,640 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IN 2022, PELOTONIA, IN COLLABORATION WITH VICTORIA'S SECRET AND THE AMERICAN ASSOCIATION OF CANCER RESEARCH, ESTABLISHED "THE VICTORIA'S SECRET GLOBAL FUND FOR WOMEN'S CANCERS," TO SUPPORT RESEARCH AIMED AT PREVENTING, DETECTING, TREATING AND SUPPORTING THE SURVIVORSHIP OF WOMEN WITH CANCER AND INVESTING IN THE NEXT GENERATION OF WOMEN SCIENTISTS WHO REPRESENT THE DIVERSE POPULATION THEY SERVE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $30,388,921 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICK DENBY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6142216100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST BROAD STREET | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ABIGAIL WEXNER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| BOBBY SCHOTTENSTEIN | ||||||
| CHAIR AND DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| CAROL BRADFORD MD MS FACS | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| CINDY HILSHEIMER | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DAN ROSENTHAL | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| JULIE SLOAT | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| PETER MOHLER PHD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RAPHAEL POLLOCK MD PHD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| RENEE CACCHILLO | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| STEVE STEINOUR | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| VICTOR CRAWFORD | ||||||
| DIRECTOR | 0.25 | Yes (X) | $0 | $0 | $0 | |
| DOUG ULMAN | ||||||
| CEO | 40.00 | Yes (X) | $723,529 | $0 | $38,944 | Yes (X) |
| JOSEPH APGAR | ||||||
| PRESIDENT | 40.00 | $434,495 | $0 | $38,205 | Yes (X) | |
| NICHOLAS DENBY | ||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $289,185 | $0 | $35,792 | Yes (X) | |
| LAUREN GRAHAM | ||||||
| DIRECTOR OF EVENT OPERATIO | 40.00 | $118,675 | $0 | $10,354 | Yes (X) | |
| JILLIAN LONDINO | ||||||
| DIRECTOR OF OPERATIONS AND | 40.00 | $139,150 | $0 | $10,960 | Yes (X) | |
| ERIC OLSAVSKY | ||||||
| VP OF COMMUNITY ENGAGEMENT | 40.00 | $182,953 | $0 | $32,592 | Yes (X) | |
| ALIDA SMITH | ||||||
| CHIEF MARKETING OFFICER | 40.00 | $257,765 | $0 | $9,851 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,145,752 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,698 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AVI FOODSYSTEMS INC | |||||
| 2590 ELM ROAD NW | WARREN | OH | 44483 | CATERING | $537,287 |
| RIGHTPOINT CONSULTING LLC | |||||
| 29 N UPPER WACKER DRIVE 4TH FLOOR | CHICAGO | IL | 60606 | SOFTWARE DEVELOPMENT | $349,100 |
| LASTING IMPRESSIONS EVENT RENTAL | |||||
| 5080 SINCLAIR ROAD | COLUMBUS | OH | 43229 | EVENT PRODUCTION | $262,782 |
| CADENCE EVENT MANAGEMENT LLC | |||||
| PO BOX 736370 | DALLAS | TX | 75373 | EVENT PRODUCTION | $238,297 |
| FORT VENTURES LLC | |||||
| 464 W BROAD STREET | COLUMBUS | OH | 43215 | CREATIVE DESIGN | $212,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $25,006,939 | FundraisingAmt |
| All Other Contributions | $10,338,125 | AllOtherContributionsAmt |
| Total Contributions | $35,345,064 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $641,147 | TotalRevenueColumnAmt |
| Exclusion | $641,147 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $849,522 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $25,006,939 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,288,200 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,438,678 | TotalRevenueColumnAmt |
| Exclusion | -$1,438,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $188,535 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $98,743 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,792 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $89,792 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $45,192 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $45,192 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $45,192 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,682,517 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $134,984 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$797,531 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,567,089 | TotalAmt |
| Program Services | $27,567,089 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,322,450 | TotalAmt |
| Program Services | $1,398,132 | ProgramServicesAmt |
| Management And General | $532,402 | ManagementAndGeneralAmt |
| Fundraising | $391,916 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,369 | TotalAmt |
| Program Services | $295,808 | ProgramServicesAmt |
| Management And General | $112,642 | ManagementAndGeneralAmt |
| Fundraising | $82,919 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,238 | TotalAmt |
| Program Services | $13,387 | ProgramServicesAmt |
| Management And General | $5,098 | ManagementAndGeneralAmt |
| Fundraising | $3,753 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,209 | TotalAmt |
| Program Services | $69,959 | ProgramServicesAmt |
| Management And General | $26,640 | ManagementAndGeneralAmt |
| Fundraising | $19,610 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,344 | TotalAmt |
| Program Services | $86,896 | ProgramServicesAmt |
| Management And General | $33,090 | ManagementAndGeneralAmt |
| Fundraising | $24,358 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,056 | TotalAmt |
| Program Services | $6,853 | ProgramServicesAmt |
| Management And General | $4,282 | ManagementAndGeneralAmt |
| Fundraising | $1,921 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,012 | TotalAmt |
| Program Services | $32,549 | ProgramServicesAmt |
| Management And General | $20,339 | ManagementAndGeneralAmt |
| Fundraising | $9,124 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,008 | TotalAmt |
| Program Services | $286,066 | ProgramServicesAmt |
| Management And General | $178,753 | ManagementAndGeneralAmt |
| Fundraising | $80,189 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $830,215 | TotalAmt |
| Program Services | $366,969 | ProgramServicesAmt |
| Management And General | $139,740 | ManagementAndGeneralAmt |
| Fundraising | $323,506 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,079 | TotalAmt |
| Management And General | $62,079 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,981 | TotalAmt |
| Program Services | $140,858 | ProgramServicesAmt |
| Management And General | $53,638 | ManagementAndGeneralAmt |
| Fundraising | $39,485 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,157 | TotalAmt |
| Program Services | $45,847 | ProgramServicesAmt |
| Management And General | $17,458 | ManagementAndGeneralAmt |
| Fundraising | $12,852 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,064 | TotalAmt |
| Program Services | $46,995 | ProgramServicesAmt |
| Management And General | $17,896 | ManagementAndGeneralAmt |
| Fundraising | $13,173 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,959 | TotalAmt |
| Management And General | $654,959 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK AND BUSINESS FEES | $370,482 | $10,915 | $356,507 | $3,060 |
| OTHER STAFF EXPENSES | $137,816 | $137,816 | ||
| PRINTING AND PUBLICATIO | $34,216 | $20,598 | $7,844 | $5,774 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,761,744 | TotalAmt |
| Program Services | $30,388,921 | ProgramServicesAmt |
| Management And General | $2,361,183 | ManagementAndGeneralAmt |
| Fundraising | $1,011,640 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,652,618 | BOYAmt |
| EOY | $22,357,065 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,895,428 | BOYAmt |
| EOY | $8,464,719 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,270 | BOYAmt |
| EOY | $2,693 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,554 | BOYAmt |
| EOY | $35,690 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $534,783 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $249,564 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,697 | BOYAmt |
| EOY | $285,219 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,458 | BOYAmt |
| EOY | $2,679 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,386 | BOYAmt |
| EOY | $1,426,681 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,178,934 | BOYAmt |
| EOY | $912,853 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,240 | BOYAmt |
| EOY | $13,357 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,447,585 | BOYAmt |
| EOY | $33,500,956 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $696,619 | BOYAmt |
| EOY | $408,329 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,166,190 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,546,863 | BOYAmt |
| EOY | $771,875 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,852 | BOYAmt |
| EOY | $37,436 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,390,334 | BOYAmt |
| EOY | $13,383,830 | 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 | $7,063,747 | BOYAmt |
| EOY | $10,709,183 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,993,504 | BOYAmt |
| EOY | $9,407,943 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,057,251 | BOYAmt |
| EOY | $20,117,126 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,447,585 | BOYAmt |
| EOY | $33,500,956 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $920,773 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $139,102 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,862,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,158,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,680,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,345,064 | CurrentTaxYearAmt |
| Total | $108,046,228 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,862,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,158,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,680,938 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,345,064 | CurrentTaxYearAmt |
| Total | $108,046,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,923,445 | SubstantialContributorsTotAmt |
| Public Support Total170 | $94,122,783 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $57,141 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $641,147 | CurrentTaxYearAmt |
| Total | $771,184 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $394,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,192 | CurrentTaxYearAmt |
| Total | $725,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $109,543,305 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,298,432 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $534,783 | OtherCostOrOtherBasisAmt |
| Depreciation | $249,564 | DepreciationAmt |
| Book Value | $285,219 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $285,219 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $37,436 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,436 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,995,208 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $24,491 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $2,288,200 | OtherRevenueAmt |
| Revenue Not Reported | $2,312,691 | RevenueNotReportedAmt |
| Revenue Subtotal | $34,682,517 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $34,682,517 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,074,435 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $24,491 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $2,288,200 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,312,691 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,761,744 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $33,761,744 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION PERFORMS AN ANNUAL ASSESSMENT FOR ANY UNCERTAINTY IN INCOME TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER THERE ARE ANY TAX POSITIONS THE ORGANIZATION TAKES WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED OR OTHER ACTIVITIES THAT MAY JEOPARDIZE ITS TAX STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. NO TAX LIABILITY ACCRUAL WAS RECORDED RELATING TO MATERIAL UNCERTAIN POSITIONS TAKEN AS MANAGEMENT BELIEVES THERE ARE NONE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 2,288,200. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 2,288,200. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL RIDE | Event1Nm |
| Gross Receipts Event1 | $25,856,461 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $25,006,939 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $849,522 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $2,288,200 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $25,856,461 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $25,006,939 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $849,522 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,288,200 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,288,200 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,438,678 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc |
|---|---|---|---|---|---|---|---|---|
| THE OHIO STATE UNIVERSITY JAMES CANCER HOSPITAL AND SOLOVE RESEARCH INSTITU | ||||||||
| 460 W 10TH AVE | COLUMBUS | OH | 43215 | $25,143,449 | $0 | CANCER RESEARCH | ||
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | ||||||||
| 615 CHESTNUT ST 17TH FLOOR | PHILADELPHIA | PA | 19106 | $2,423,640 | $0 | CANCER RESEARCH | 236251648 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PELOTONIA HAS ENTERED INTO A MEMORANDUM OF AGREEMENT WITH THE OHIO STATE UNIVERSITY THAT OUTLINES THE POLICIES AND PROCEDURES REGARDING GRANTMAKING FROM PELOTONIA TO THE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DOUG ULMAN | ||||||||||||||
| CEO | $423,529 | $0 | $300,000 | $0 | $0 | $0 | $12,200 | $0 | $26,744 | $0 | $762,473 | $0 | $0 | $0 |
| JOSEPH APGAR | ||||||||||||||
| PRESIDENT | $358,975 | $0 | $75,000 | $0 | $520 | $0 | $11,605 | $0 | $26,600 | $0 | $472,700 | $0 | $0 | $0 |
| NICHOLAS DENBY | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $225,185 | $0 | $64,000 | $0 | $0 | $0 | $8,948 | $0 | $26,844 | $0 | $324,977 | $0 | $0 | $0 |
| ALIDA SMITH | ||||||||||||||
| CHIEF MARKETING OFFICER | $215,464 | $0 | $41,821 | $0 | $480 | $0 | $1,696 | $0 | $8,155 | $0 | $267,616 | $0 | $0 | $0 |
| ERIC OLSAVSKY | ||||||||||||||
| VP OF COMMUNITY ENGAGEMENT | $150,933 | $0 | $31,500 | $0 | $520 | $0 | $5,748 | $0 | $26,844 | $0 | $215,545 | $0 | $0 | $0 |
| JILLIAN LONDINO | ||||||||||||||
| DIRECTOR OF OPERATIONS AND | $114,877 | $0 | $23,793 | $0 | $480 | $0 | $5,444 | $0 | $5,516 | $0 | $150,110 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | ALIDA SMITH: $8,042.75 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE OHIO STATE UNIVERSITY MAY APPOINT THREE DIRECTORS AND A QUORUM SHALL REQUIRE AT LEAST TWO OF THE THREE UNIVERSITY DIRECTORS. A MAJORITY OF THE UNIVERSITY DIRECTORS MAY VETO ANY OF THE FOLLOWING ACTIONS PROVIDED THAT ANY SUCH VETO MUST OCCUR AT THE TIME THE PELOTONIA BOARD VOTES TO TAKE THE ACTION: 1. ANY AMENDMENT OF THE CORPORATION'S ARTICLES OF INCORPORATION OR CODE OF REGULATIONS; 2. ANY LICENSING OF THE CORPORATION'S IP, PROVIDED THAT THE CORPORATION'S BOARD, INCLUDING A MAJORITY OF THE UNIVERSITY DIRECTORS, MAY DELEGATE CONTRACT SIGNATURE AUTHORITY TO ONE OR MORE OF THE CORPORATION'S OFFICERS, WHICH MAY INCLUDE THE LICENSING OF THE CORPORATION'S IP IF SUCH LICENSING IS IN ACCORDANCE WITH BOARD-APPROVED BRAND AND OTHER GUIDELINES AND QUALITY CONTROL PROCESSES; 3. DETERMINATION OF THE ANNUAL ALLOCATION OF THE CORPORATION'S FUNDS AMONG: (I) RESEARCH OR OTHER ACTIVITIES AT THE UNIVERSITY; (II) RESEARCH OR OTHER ACTIVITIES CONDUCTED AT INSTITUTIONS OR ORGANIZATIONS OTHER THAN THE UNIVERSITY; AND (III) CORPORATION OPERATING EXPENSES; CONSISTENT WITH DECISIONS PREVIOUSLY APPROVED PURSUANT TO SECTION 2.A.V.1-8; 4. DISSOLUTION OR LIQUIDATION OF THE CORPORATION AND ANY DISTRIBUTION OF ASSETS RELATED THERETO; 5. MERGER, CONSOLIDATION, OR OTHER FORM OF BUSINESS COMBINATION OR REORGANIZATION OF THE CORPORATION; 6. SALE, LEASE, MORTGAGE OR OTHER DISPOSITION OF (I) A MATERIAL AMOUNT OF THE ASSETS OR BUSINESS OF THE CORPORATION OR ITS SUBSIDIARY, OR (II) THE CORPORATION'S OR ITS SUBSIDIARY'S SHARE, MEMBERSHIP OR CONTROL INTERESTS OF ANOTHER ENTITY; 7. THE CORPORATION BECOMING A MATERIAL INVESTOR, PARTNER, MEMBER, ASSOCIATE, OR PARTICIPANT IN ANY OTHER ENTERPRISE OR VENTURE, WHETHER FOR-PROFIT OR NONPROFIT; AND 8. FORMATION OF A SUBSIDIARY OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PELOTONIA STAFF ARE RESPONSIBLE FOR COMPILING AND PREPARING THE FINANCIAL STATEMENTS THAT ARE THEN AUDITED BY AN OUTSIDE FIRM. UPON COMPLETION OF THE AUDIT, AN OUTSIDE TAX FIRM IS ENGAGED TO PREPARE THE ANNUAL FORM 990 RETURN. BEFORE FILING, THE RETURN IS REVIEWED BY THE PELOTONIA CFO AND THEN PROVIDED TO THE PELOTONIA BOARD FOR REVIEW AND COMMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CEO AND PRESIDENT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE PRESIDENT AND CEO. ADDITIONALLY, THE TOTAL ORGANIZATIONAL COMPENSATION IS REVIEWED AND APPROVED ANUALLY BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FORM 990 AND ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED. |
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