2021-09-28T15:04:11-05:00 2020-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2020-01-01 311111842 PHILANTHROPY OHIO PHIL 6142241344 500 S FRONT STREET NO 900 COLUMBUS OH 43215 DEBORAH AUBERT THOMAS PRESIDENT & CEO 6142241344 2021-09-09 1 DEBORAH AUBERT THOMAS 999009999 NATOSHA DILLEY P01225377 6148852208 2021-09-09 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DEBORAH AUBERT THOMAS 500 S FRONT STREET NO 900 COLUMBUS OH 43215 1866173 0 X WWW.PHILANTHROPYOHIO.ORG X 1984 OH TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 18 18 13 74 0 0 1184169 1629107 285576 190519 54071 30370 1223 16177 1525039 1866173 0 0 0 0 1094587 1150747 0 0 136911 747193 517482 1841780 1668229 -316741 197944 1567615 1849418 344468 330704 1223147 1518714 X TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE, POWERFUL CHANGE AGENTS IN OUR COMMUNITIES. 0 0 611171 190519 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. 400792 EDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2020 POH OFFERED 58 PROGRAMS, SERVING OVER 1,400 PARTICIPANTS. INCLUDING THE VIRTUAL PHILANTHROPY FORWARD '20 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 102 REQUESTS FOR INFORMATION IN 2020 AND PRODUCING 143 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING THE OHIO COMMUNITY FOUNDATION ROSTER, A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT. 194155 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 2020, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 368 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.). 1206118 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 13 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 NO 900 COLUMBUS OH 43215 CONSTANCE HAWK CHAIR 1.00 X X 0 0 0 LESLIE DUNFORD 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 AMY EYMAN MEMBER 1.00 X 0 0 0 ANTHONY RICHARDSON MEMBER 1.00 X 0 0 0 BRADY GROVES MEMBER 1.00 X 0 0 0 CECILIA RENDER MEMBER 1.00 X 0 0 0 CINNAMON PELLY MEMBER 1.00 X 0 0 0 ERIC AVNER MEMBER 1.00 X 0 0 0 HAROLD BROWN MEMBER 1.00 X 0 0 0 HOLLEY F MARTENS MEMBER 1.00 X 0 0 0 KAREN WHITE MEMBER 1.00 X 0 0 0 KEITH BURWELL MEMBER 1.00 X 0 0 0 ROBERT JAQUAY MEMBER 1.00 X 0 0 0 SU LOK MEMBER 1.00 X 0 0 0 SUSAN URANO MEMBER 1.00 X 0 0 0 DEBORAH AUBERT THOMAS PRESIDENT & CEO 40.00 X 137281 0 12122 STEVEN PHALLEN CFO (1/1-5/31) 40.00 X 42011 0 11437 CLAUDIA HERROLD CHIEF COMMUNICATIONS & PUB 40.00 X 124643 0 11261 MARY DUNBAR VP OPERATIONS (9/16-12/31) 40.00 X 32868 0 1302 336803 0 36122 2 0 0 0 0 2455 740097 174300 712255 1629107 ANNUAL CONFERENCE 611430 105500 105500 OCER FEE 611430 75688 75688 WORKSHOPS/PUBLICATIONS 611430 9331 9331 190519 30370 30370 MISCELLANEOUS INCOME 900099 16177 16177 16177 1866173 190519 0 46547 372925 281576 54325 37024 580310 438162 84535 57613 42585 32154 6203 4228 90644 68441 13204 8999 64283 48537 9364 6382 2063 2063 15974 15974 66074 66074 3271 3271 92356 37624 54520 212 11710 8150 2731 829 71574 41986 23897 5691 90848 67921 13398 9529 14946 11174 2204 1568 68418 68050 368 25467 19040 3756 2671 SUBSCRIPTIONS AND MEMBE 29823 966 28857 PROFESSIONAL DEVELOPMEN 17653 13329 2571 1753 7305 2934 3959 412 1668229 1206118 325200 136911 221446 459892 113240 0 21456 17250 256887 105067 116553 151820 1094920 1220456 1567615 1849418 174486 227170 169982 103534 344468 330704 X 866927 1154246 356220 364468 1223147 1518714 1567615 1849418 197944 97623 0 X X 0 1 X 1 0 X 1350773 1710422 1933718 1184169 1629107 7808189 1350773 1710422 1933718 1184169 1629107 7808189 1636987 6171202 10170 12942 35334 30355 30370 119171 441 1810 2887 1223 16177 22538 7949898 1146748 0.77630 0.74640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66074 66074 1140044 1206118 195612 48903 0 0 240338 244756 244789 195612 925495 1388243 68499 34374 64409 66074 233356 0 0 0 0 0 114037 58484 55553 48799 33418 15381 94051 13165 80886 151820 1960525 97623 97623 1862902 3271 3271 1866173 1664958 0 1664958 3271 3271 1668229 FORM 990, PART I, LINE 10: THE DECREASE IN INVESTMENT INCOME FROM 2019 TO 2020 WAS A RESULT OF NO RECOGNITION OF REALIZED GAINS. THE ORGANIZATION REPORTS UNREALIZED GAIN/LOSS ACTIVITY ON PART XI OF THE FORM 990. THE DIVIDEND INCOME BETWEEN 2019 AND 2020 WAS DEEMED CONSISTENT BETWEEN THE YEARS, THUS NO UNREASONABLE DIFFERENCE WAS NOTED IN THE DECREASE IN OVERALL INVESTMENT ACTIVITY FOR 2020. FORM 990, PART VI, SECTION A, LINE 6 PHILANTHROPY OHIO IS AN ASSOCIATION OF FOUNDATIONS, CORPORATE GIVING PROGRAMS, INDIVIDUALS, UNITED WAYS AND OTHER ORGANIZATIONS ACTIVELY INVOLVED IN PHILANTHROPY IN OHIO. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS MEET ANNUALLY TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE WHICH PRESENTS IT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW. A FINAL FILING COPY OF THE FORM IS PROVIDED TO EACH BOARD MEMBER VIA SECURE WEB PORTAL AND/OR E-MAIL PRIOR TO ELECTRONIC SUBMISSION OF THE FORM TO THE IRS. THE FORM IS ALSO DISPLAYED ON THE ORGANIZATION'S WEBSITE, WWW.PHILANTHROPYOHIO.ORG. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES OF PHILANTHROPY OHIO HAS ADOPTED A CONFLICT OF INTEREST POLICY THAT APPLIES TO BOARD MEMBERS, STAFF, AND MEMBERS OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS. ANNUALLY, THESE INDIVIDUALS SUBMIT A SIGNED COPY OF THE POLICY FORM DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. FORMS ARE REVIEWED, AND IN THE EVENT OF ANY CONFLICT, APPROPRIATE ACTION WOULD BE TAKEN CONSISTENT WITH THE REQUIREMENTS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE ORGANIZATION'S CEO IS ESTABLISHED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEY DATA AND IS SUBJECT TO APPROVAL BY THE ORGANIZATION'S BOARD. COMPENSATION SURVEY DATA IS ALSO USED TO ESTABLISH THE COMPENSATION FOR THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 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.