PHILANTHROPY OHIO: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PHILANTHROPY OHIO (EIN 31-1111842)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202313189349301621
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-11-14T07:36:23-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14449 EASTON WAY SUITE 400AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43219ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311111842EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILANTHROPY OHIOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone6142241344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 S FRONT STREET 900AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH AUBERT THOMASPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone6142241344PhoneNum
Signature2023-07-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBORAHPersonFirstNm
Person LastAUBERT THOMASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE PFEIFERPreparerPersonNm
PTINP01225377PTIN
Phone6148852208PhoneNum
Preparation2023-07-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBORAH AUBERT THOMASPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 S FRONT STREET 900AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,905,309GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PHILANTHROPYOHIO.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1984FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers149TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,847,123PYContributionsGrantsAmt
CY Contributions Grants$1,544,805CYContributionsGrantsAmt
PY Program Service Revenue$216,131PYProgramServiceRevenueAmt
CY Program Service Revenue$313,538CYProgramServiceRevenueAmt
PY Investment Income$83,453PYInvestmentIncomeAmt
CY Investment Income$42,103CYInvestmentIncomeAmt
PY Other Revenue$6,013PYOtherRevenueAmt
CY Other Revenue$4,863CYOtherRevenueAmt
PY Total Revenue$2,152,720PYTotalRevenueAmt
CY Total Revenue$1,905,309CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,225,385PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,287,956CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$268,255CYTotalFundraisingExpenseAmt
PY Other Expenses$964,888PYOtherExpensesAmt
CY Other Expenses$666,034CYOtherExpensesAmt
PY Total Expenses$2,190,273PYTotalExpensesAmt
CY Total Expenses$1,953,990CYTotalExpensesAmt
PY Revenues Less Expenses-$37,553PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$48,681CYRevenuesLessExpensesAmt
Total Assets BOY$1,895,129TotalAssetsBOYAmt
Total Assets EOY$1,725,898TotalAssetsEOYAmt
Total Liabilities BOY$375,867TotalLiabilitiesBOYAmt
Total Liabilities EOY$482,093TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,519,262NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,243,805NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE PARTNERS FOR CHANGE IN OUR COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$407,595ExpenseAmt
Revenue$313,538RevenueAmt
DescADVOCATING: 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 MEDIA, 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 AND GOVERNOR DEWINE'S OHIO PHILANTHROPY COLLECTIVE; (2) INFLUENCING STATE POLICY REFORM IN EDUCATION, HEALTH AND HOUSING THROUGH MEMBER-DRIVEN COALITIONS; (3) INFLUENCING STATE POLICY REFORM RELATED TO CHARITABLE GIVING THROUGH OUR MEMBER-DRIVEN PUBLIC POLICY COMMITTEE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$610,399ExpenseAmt
DescEDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2022 POH OFFERED 64 PROGRAMS, SERVING OVER 1,300 PARTICIPANTS, INCLUDING THE PHILANTHROPY FORWARD '22 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 2022 AND PRODUCING 136 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$122,621ExpenseAmt
DescCONVENING: 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 2022, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 136 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.).Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,140,615TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonDEBORAH AUBERT THOMASPersonNm
Phone6142241344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 S FRONT STREET 900AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
LESLIE DUNFORD
CHAIR1.00Yes (X)Yes (X)$0$0$0
BRADY GROVES
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
DENISE GRIGGS
TREASURER1.00Yes (X)Yes (X)$0$0$0
STEVEN MOORE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ERIC AVNER
AT-LARGE1.00Yes (X)Yes (X)$0$0$0
KEITH BURWELL
BOARD MEMBER1.00Yes (X)$0$0$0
MEGHAN CUMMINGS
BOARD MEMBER1.00Yes (X)$0$0$0
AMY EYMAN
BOARD MEMBER1.00Yes (X)$0$0$0
CONSTANCE HAWK
BOARD MEMBER1.00Yes (X)$0$0$0
BENJAMIN KROECK
BOARD MEMBER1.00Yes (X)$0$0$0
SU LOK
BOARD MEMBER1.00Yes (X)$0$0$0
MICHELLE LOVELY
BOARD MEMBER1.00Yes (X)$0$0$0
JILL MILLER
BOARD MEMBER1.00Yes (X)$0$0$0
PATRICIA O'BRIEN
BOARD MEMBER1.00Yes (X)$0$0$0
ALESHA WASHINGTON
BOARD MEMBER1.00Yes (X)$0$0$0
KRISTEN ROST
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN WAGNER
BOARD MEMBER1.00Yes (X)$0$0$0
KAREN WHITE
BOARD MEMBER1.00Yes (X)$0$0$0
LISSY RAND
BOARD MEMBER1.00Yes (X)$0$0$0
DEBORAH AUBERT THOMAS
PRESIDENT & CEO40.00Yes (X)$143,150$0$11,680
MARY DUNBAR
SENIOR VP OPERATIONS & STRATEGY40.00Yes (X)$116,708$0$9,568
FieldValueIRS element (for citing)
Total Reportable Comp From Org$259,858TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$21,248TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$746,636MembershipDuesAmt
Government Grants$28,500GovernmentGrantsAmt
All Other Contributions$769,669AllOtherContributionsAmt
Total Contributions$1,544,805TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL CONFERENCE611430$259,685$259,685
WORKSHOPS/PUBLICATIONS611430$53,853$53,853
FieldValueIRS element (for citing)
Total Program Service Revenue$313,538TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,103TotalRevenueColumnAmt
Exclusion$42,103ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$4,863TotalRevenueColumnAmt
Exclusion$4,863ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$4,863OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,905,309TotalRevenueColumnAmt
Related Or Exempt Func Income$313,538RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$46,966ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$281,106TotalAmt
Program Services$151,534ProgramServicesAmt
Management And General$79,274ManagementAndGeneralAmt
Fundraising$50,298FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$758,446TotalAmt
Program Services$408,850ProgramServicesAmt
Management And General$213,888ManagementAndGeneralAmt
Fundraising$135,708FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$41,431TotalAmt
Program Services$22,334ProgramServicesAmt
Management And General$11,684ManagementAndGeneralAmt
Fundraising$7,413FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$129,774TotalAmt
Program Services$69,956ProgramServicesAmt
Management And General$36,598ManagementAndGeneralAmt
Fundraising$23,220FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$77,199TotalAmt
Program Services$41,615ProgramServicesAmt
Management And General$21,771ManagementAndGeneralAmt
Fundraising$13,813FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,605TotalAmt
Management And General$3,605ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,923TotalAmt
Management And General$16,923ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$56,243TotalAmt
Program Services$56,243ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,102TotalAmt
Management And General$7,102ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$50,474TotalAmt
Program Services$16,927ProgramServicesAmt
Management And General$33,265ManagementAndGeneralAmt
Fundraising$282FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,449TotalAmt
Program Services$3,935ProgramServicesAmt
Management And General$3,722ManagementAndGeneralAmt
Fundraising$792FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$114,557TotalAmt
Program Services$51,365ProgramServicesAmt
Management And General$52,862ManagementAndGeneralAmt
Fundraising$10,330FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$106,959TotalAmt
Program Services$63,819ProgramServicesAmt
Management And General$30,305ManagementAndGeneralAmt
Fundraising$12,835FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$18,456TotalAmt
Program Services$11,012ProgramServicesAmt
Management And General$5,229ManagementAndGeneralAmt
Fundraising$2,215FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$167,970TotalAmt
Program Services$167,970ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$34,656TotalAmt
Program Services$20,678ProgramServicesAmt
Management And General$9,819ManagementAndGeneralAmt
Fundraising$4,159FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SUBSCRIPTIONS AND MEMBE$29,870$29,043$827
PROFESSIONAL DEVELOPMEN$29,723$16,023$8,382$5,318

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$21,047TotalAmt
Program Services$9,311ProgramServicesAmt
Management And General$9,864ManagementAndGeneralAmt
Fundraising$1,872FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,953,990TotalAmt
Program Services$1,140,615ProgramServicesAmt
Management And General$545,120ManagementAndGeneralAmt
Fundraising$268,255FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$262,628BOYAmt
EOY$281,195EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$123,022BOYAmt
EOY$184,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,760BOYAmt
EOY$2,880EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$337,043LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$140,363LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$151,711BOYAmt
EOY$196,680EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,342,008BOYAmt
EOY$879,416EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$181,727EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,895,129BOYAmt
EOY$1,725,898EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$195,072BOYAmt
EOY$201,423EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$180,795BOYAmt
EOY$33,805EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$246,865EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$375,867BOYAmt
EOY$482,093EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,342,873BOYAmt
EOY$887,594EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$176,389BOYAmt
EOY$356,211EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,519,262BOYAmt
EOY$1,243,805EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,895,129BOYAmt
EOY$1,725,898EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$48,681ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$226,776NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,933,718CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,184,169CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,629,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,847,123CurrentTaxYearMinus1YearAmt
Current Tax Year$1,544,805CurrentTaxYearAmt
Total$8,138,922TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,933,718CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,184,169CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,629,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,847,123CurrentTaxYearMinus1YearAmt
Current Tax Year$1,544,805CurrentTaxYearAmt
Total$8,138,922TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,592,220SubstantialContributorsTotAmt
Public Support Total170$6,546,702PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$35,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,370CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,453CurrentTaxYearMinus1YearAmt
Current Tax Year$42,103CurrentTaxYearAmt
Total$221,615TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,887CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,223CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,177CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,013CurrentTaxYearMinus1YearAmt
Current Tax Year$4,863CurrentTaxYearAmt
Total$31,163TotalAmt
FieldValueIRS element (for citing)
Total Support$8,391,700TotalSupportAmt
Gross Receipts Rltd Activities$1,270,809GrossReceiptsRltdActivitiesAmt
Public Support CY1700.78010PublicSupportCY170Pct
Public Support PY1700.78580PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$56,243FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$56,243FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,897,747FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,953,990FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$247,700FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$61,925FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$244,789CurrentYearMinus3Amt
Current Year Minus2$195,612CurrentYearMinus2Amt
Current Year Minus1$230,450CurrentYearMinus1Amt
Current Year$247,700CurrentYearAmt
Total$918,551TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,377,827LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$64,409CurrentYearMinus3Amt
Current Year Minus2$66,074CurrentYearMinus2Amt
Current Year Minus1$68,861CurrentYearMinus1Amt
Current Year$56,243CurrentYearAmt
Total$255,587TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year$61,925CurrentYearAmt
Total$61,925TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$92,888GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$114,037OtherCostOrOtherBasisAmt
Depreciation$80,480DepreciationAmt
Book Value$33,557BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$51,124OtherCostOrOtherBasisAmt
Depreciation$46,159DepreciationAmt
Book Value$4,965BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$171,882OtherCostOrOtherBasisAmt
Depreciation$13,724DepreciationAmt
Book Value$158,158BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$196,680TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescOPERATING RIGHT-OF-USE-ASSETDesc
Book Value$181,727BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$181,727TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescOPERATING LEASE LIABILITYDesc
Amt$246,865Amt
FieldValueIRS element (for citing)
Total Liability$246,865TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,671,431TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$226,776NetUnrealizedGainsInvstAmt
Revenue Not Reported-$226,776RevenueNotReportedAmt
Revenue Subtotal$1,898,207RevenueSubtotalAmt
Investment Expenses Not Incld$7,102InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$7,102RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,905,309TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,946,888TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,946,888ExpensesSubtotalAmt
Investment Expenses Not Incld2$7,102InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$7,102ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,953,990TotalExpensesPerForm990Amt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDEBORAH AUBERT THOMASPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$143,150BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$11,680DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$154,830TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationCOMPENSATION 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6PHILANTHROPY 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 7AMEMBERS MEET ANNUALLY TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15COMPENSATION 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 19DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2A:THE ORGANIZATION'S FINANCIAL STATEMENTS WERE REVIEWED IN THE COURSE OF PERFORMING THE ANNUAL AUDIT.
FORM 990, PART XII, LINE 2C:PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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