2022-11-15T12:47:38-06:00 2021-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2021-01-01 311111842 PHILANTHROPY OHIO PHIL 6142241344 500 S FRONT STREET 900 COLUMBUS OH 43215 DEBORAH AUBERT THOMAS PRESIDENT & CEO 6142241344 2022-11-03 1 DEBORAH AUBERT THOMAS 999009999 NATOSHA CARR P01225377 6148852208 2022-11-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DEBORAH AUBERT THOMAS 500 S FRONT STREET 900 COLUMBUS OH 43215 2152720 0 X WWW.PHILANTHROPYOHIO.ORG X 1984 OH TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 18 18 12 75 0 0 1629107 1847123 190519 216131 30370 83453 16177 6013 1866173 2152720 0 0 0 0 1150747 1225385 0 0 165682 517482 964888 1668229 2190273 197944 -37553 1849418 1895129 330704 375867 1518714 1519262 X TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE PARTNERS FOR CHANGE IN OUR COMMUNITIES. 0 0 796445 216131 ADVOCATING: 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, THE OHIO COMPLETE COUNT COMMISSION, OHIO DEPARTMENT OF EDUCATION'S REMOTEDX COORDINATING COUNCIL AND TREASURER SPRAGUE'S RESULTSOHIO ADVISORY COUNCIL ; (2) INFLUENCING STATE POLICY REFORM IN EDUCATION, HEALTH AND HOUSING THROUGH MEMBER-DRIVEN COALITIONS OF MEMBERS; (3) FORMING THE PUBLIC-PRIVATE PARTNERSHIP OHIO COLLABORATIVE FOR EDUCATING REMOTELY AND TRANSFORMING SCHOOLS FUND; AND (5) ADVOCATING FOR POLICIES TO ADDRESS THE COVID-19 PANDEMIC AT STATE AND FEDERAL LEVELS. 621791 EDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2021 POH OFFERED 65 PROGRAMS, SERVING OVER 1,400 PARTICIPANTS. INCLUDING THE VIRTUAL PHILANTHROPY FORWARD '21 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.), ALL OFFERED VIRTUALLY AFTER THE MARCH SHUT-DOWN. POH ALSO ENHANCED KNOWLEDGE BY ANSWERING 121 REQUESTS FOR INFORMATION IN 2021 AND PRODUCING 156 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING THE OHIO COMMUNITY FOUNDATION ROSTER, A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT. 190762 CONVENING: 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 2021, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 378 QUESTIONS AND ANSWERS PROVIDED. PEER GROUPS MET VIRTUALLY, ORGANIZED BY JOB ROLE (SCHOLARSHIP MANAGERS, EXECUTIVE DIRECTORS, ETC.) AND INTERESTS (EQUITY PEER GROUPS, EDUCATION FUNDERS, ETC.). 1608998 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X DEBORAH AUBERT THOMAS 6142241344 500 S FRONT STREET 900 COLUMBUS OH 43215 DEBORAH AUBERT THOMAS PRESIDENT & CEO 40.00 X 138150 0 11059 CLAUDIA HERROLD CHIEF COMM & POLICY OFFICER 40.00 X 142925 0 8120 MARY DUNBAR VP OPERATIONS & STRATEGY 40.00 X 112244 0 5271 LESLIE DUNFORD CHAIR 1.00 X X 0 0 0 BRADY GROVES VICE CHAIR 1.00 X X 0 0 0 DENISE GRIGGS TREASURER 1.00 X X 0 0 0 TED VANDER ROEST SECRETARY 1.00 X X 0 0 0 STEVEN MOORE AT-LARGE 1.00 X X 0 0 0 ERIC AVNER MEMBER 1.00 X 0 0 0 KEITH BURWELL MEMBER 1.00 X 0 0 0 MEGHAN CUMMINGS MEMBER 1.00 X 0 0 0 AMY EYMAN MEMBER 1.00 X 0 0 0 CONSTANCE HAWK MEMBER 1.00 X 0 0 0 BENJAMIN KROECK MEMBER 1.00 X 0 0 0 SU LOK MEMBER 1.00 X 0 0 0 JILL MILLER MEMBER 1.00 X 0 0 0 LISSY RAND MEMBER 1.00 X 0 0 0 CECILIA RENDER MEMBER 1.00 X 0 0 0 ANTHONY RICHARDSON MEMBER 1.00 X 0 0 0 ALESHA WASHINGTON MEMBER 1.00 X 0 0 0 KAREN WHITE MEMBER 1.00 X 0 0 0 393319 0 24450 3 0 1 0 CENTER FOR EFFECTIVE PHILANTHROPYYOUTH 5 MASSACHUSETTS AVE STE 7 CAMBRIDGE MA 02139 SURVEY ADMINISTRATION AND ANALYSIS FOR O 378000 1 735118 485200 626805 1847123 ANNUAL CONFERENCE 611430 154426 154426 WORKSHOPS/PUBLICATIONS 611430 61705 61705 216131 83453 83453 MISCELLANEOUS INCOME 900099 6013 6013 6013 2152720 216131 0 89466 X 417769 315436 60857 41476 582701 439968 84883 57850 45688 34497 6655 4536 105437 79610 15359 10468 73790 55715 10749 7326 4144 4144 15987 15987 68861 68861 7664 7664 494108 466523 27196 389 10047 3545 5338 1164 97648 43337 40087 14224 100667 58890 22449 19328 8829 5165 1969 1695 79384 77619 1765 25109 14688 5600 4821 SUBSCRIPTIONS AND MEMBE 27717 27717 PROFESSIONAL DEVELOPMEN 12543 9471 1827 1245 12180 4534 6486 1160 2190273 1608998 415593 165682 459892 262628 123022 17250 15760 281887 130176 151820 151711 1220456 1342008 1849418 1895129 227170 195072 103534 180795 330704 375867 X 1154246 1342873 364468 176389 1518714 1519262 1849418 1895129 -37553 38101 0 X X 0 1 X 1 0 X 1710422 1933718 1184169 1629107 1847123 8304539 1710422 1933718 1184169 1629107 1847123 8304539 1605704 6698835 12942 35334 30355 30370 83453 192454 1810 2887 1223 16177 6013 28110 8525103 1202006 0.78580 0.77630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 68861 68861 1540137 1608998 230450 57613 0 0 244756 244789 195612 230450 915607 1373411 34374 64409 66074 68861 233718 0 0 0 0 114037 69482 44555 48799 40390 8409 119051 20304 98747 151711 2183157 38101 38101 2145056 7664 7664 2152720 2182609 0 2182609 7664 7664 2190273 X X 0 0 0 0 0 0 0 0 0 CLAUDIA HERROLD CHIEF COMM & POLICY OFFICER 130000 0 12925 0 0 0 8120 0 0 0 151045 0 0 0 PART I, LINE 3 COMPENSATION FOR THE ORGANIZATION'S CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEY DATA AND IS SUBJECT TO APPROVAL BY THE ORGANIZATION'S BOARD. COMPENSATION SURVEY DATA IS ALSO USED TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 PHILANTHROPY OHIO IS AN ASSOCIATION OF FOUNDATIONS, CORPORATE GIVING PROGRAMS, INDIVIDUALS, UNITED WAYS AND OTHER ORGANIZATIONS ACTIVELY INVOLVED IN PHILANTHROPY IN OHIO. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MEET ANNUALLY TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE WHICH PRESENTS IT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. A FINAL FILING COPY OF THE FORM IS PROVIDED TO EACH BOARD MEMBER VIA SECURE WEB PORTAL AND/OR E-MAIL PRIOR TO ELECTRONIC SUBMISSION OF THE FORM TO THE IRS. THE FORM IS ALSO DISPLAYED ON THE ORGANIZATION'S WEBSITE, WWW.PHILANTHROPYOHIO.ORG. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES OF PHILANTHROPY OHIO HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT APPLIES TO BOARD MEMBERS, STAFF, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. ANNUALLY, THESE INDIVIDUALS SUBMIT A SIGNED COPY OF THE POLICY FORM DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FORMS ARE REVIEWED, AND IN THE EVENT OF ANY CONFLICT, APPROPRIATE ACTION WOULD BE TAKEN CONSISTENT WITH THE REQUIREMENTS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEY DATA AND IS SUBJECT TO APPROVAL BY THE ORGANIZATION'S BOARD. COMPENSATION SURVEY DATA IS ALSO USED TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 465,337. MANAGEMENT AND GENERAL EXPENSES 23,545. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 488,882. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,186. MANAGEMENT AND GENERAL EXPENSES 3,651. FUNDRAISING EXPENSES 389. TOTAL EXPENSES 5,226. 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.