2020-11-10T14:12:38-06:00 2019-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2019-01-01 311111842 PHILANTHROPY OHIO PHIL 6142241344 500 S FRONT STREET NO 900 COLUMBUS OH 43215 DEBORAH AUBERT THOMAS PRESIDENT & CEO 6142241344 2020-09-11 1 NATOSHA DILLEY P01225377 6148852208 2020-09-11 104.54.120.69 2020-09-11 13:11:02 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 325EB0A0CB9EF641D92463F995974E3855814F3D 2019 2021-01-29 14:40:06Z DEBORAH AUBERT THOMAS 500 S FRONT STREET NO 900 COLUMBUS OH 43215 1525039 0 X WWW.PHILANTHROPYOHIO.ORG X 1984 OH TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 19 19 12 300 0 0 1933718 1184169 265045 285576 35334 54071 2887 1223 2236984 1525039 0 0 0 0 1139937 1094587 0 0 134610 755176 747193 1895113 1841780 341871 -316741 1854835 1567615 421673 344468 1433162 1223147 X TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE, POWERFUL CHANGE AGENTS IN OUR COMMUNITIES. 0 0 538998 285576 ADVOCATING: SUPPORTING POLICIES TO STRENGTHEN THE CHARITABLE SECTOR, IMPROVE LOCAL COMMUNITIES AND LIFT UP THE ULTIMATE BENEFICIARIES OF PHILANTHROPIC RESOURCES. PHILANTHROPY OHIO (POH) SUPPORTED OUR MEMBERS BY: (1) SERVING AS A SPOKESPERSON WITH VARIOUS EXTERNAL AUDIENCES INCLUDING MEDIA, STATE AND FEDERAL POLICY MAKERS AND THROUGH INTERACTION WITH OHIO'S CHIEF CHARITY REGULATOR THROUGH SERVING ON THE OHIO ATTORNEY GENERAL'S CHARITABLE ADVISORY COUNCIL; (2) PROVIDING OPPORTUNITIES FOR PHILANTHROPY'S VOICE TO BE HEARD IN STATEWIDE EDUCATION POLICY REFORM THROUGH OUR EDUCATION INITIATIVE, INCLUDING MONTHLY CONVENINGS OF PHILANTHROPY; (3) ENGAGING PHILANTHROPY THROUGH OUR HEALTH INITIATIVE TO ADDRESS STATE HEALTH POLICY, IDENTIFYING WAYS TO COLLABORATE AND TO SUPPORT POLICY CHANGES TO IMPROVE THE HEALTH AND WELLNESS OF OHIOANS; (4) ADVOCATING FOR A FULL, FAIR AND ACCURATE 2020 CENSUS COUNT; AND (5) ADDING OHIO PHILANTHROPY'S VOICE TO POLICY DISCUSSIONS RELATED TO CHARITABLE GIVING. 709347 EDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2019 POH OFFERED 96 PROGRAMS, SERVING OVER 1,104 PARTICIPANTS. 235 PEOPLE ATTENDED THE PHILANTHROPY FORWARD '19 CONFERENCE, COMPRISED OF WORKSHOPS AND SITE VISITS. IN ADDITION TO THE ANNUAL CONFERENCE, POH OFFERS PROGRAMS IN 7 CORE COMPETENCY AREAS (COMMUNICATIONS, FINANCE & INVESTMENTS, GOVERNANCE, GRANTMAKING, MANAGEMENT, PUBLIC POLICY AND RESOURCE DEVELOPMENT) AND VARIOUS ISSUE AREAS (EDUCATION, STATE BUDGET AND HEALTH) REGIONALLY, STATEWIDE AND VIA WEBINARS. POH ALSO ENHANCED KNOWLEDGE BY ANSWERING 58 REQUESTS FOR INFORMATION IN 2019, PRODUCING 152 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING THE OHIO COMMUNITY FOUNDATION ROSTER, A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT. 228412 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 2019, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 233 QUESTIONS AND ANSWERS PROVIDED. THIRTEEN NEW PEER GROUPS FORMED, BOTH REGIONALLY AND STATEWIDE, TO CONNECT MEMBERS WITH THOSE WITH SIMILAR ROLES AND INTERESTS. 1476757 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 15 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X DEBORAH AUBERT THOMAS 6142241344 500 S FRONT STREET NO 900 COLUMBUS OH 43215 BRADY GROVES MEMBER 1.00 X 0 0 0 CECILIA RENDER MEMBER 1.00 X 0 0 0 CINNAMON D PELLY MEMBER 1.00 X 0 0 0 CONSTANCE HAWK CHAIR 1.00 X X 0 0 0 DAVID ENZERRA MEMBER 1.00 X 0 0 0 DENISE GRIGGS TREASURER 1.00 X X 0 0 0 ERIC AVNER MEMBER 1.00 X 0 0 0 HOLLEY FOWLER MARTENS MEMBER 1.00 X 0 0 0 KAREN WHITE MEMBER 1.00 X 0 0 0 KATE KELLER MEMBER 1.00 X 0 0 0 KEITH BURWELL MEMBER 1.00 X 0 0 0 LESLIE DUNFORD VICE CHAIR 1.00 X X 0 0 0 LISSY RAND MEMBER 1.00 X 0 0 0 MARGARET HULBERT MEMBER 1.00 X 0 0 0 ROBERT JAQUAY MEMBER 1.00 X 0 0 0 STEVEN MOORE AT-LARGE 1.00 X 0 0 0 SU LOK MEMBER 1.00 X 0 0 0 SUSAN URANO MEMBER 1.00 X 0 0 0 TED VANDER ROEST SECRETARY 1.00 X X 0 0 0 CLAUDIA HERROLD CHIEF COMMUNICATIONS & PUBLIC POLICY OFFICER 40.00 X 127502 0 23749 DEBORAH AUBERT THOMAS PRESIDENT & CEO 40.00 X 121136 0 13322 STEVEN PHALLEN VP - FINANCE & ADMINISTRAT 40.00 X 113977 0 28728 SUZANNE ALLEN PRESIDENT & CEO (TERMED) 1.00 X 24196 0 0 386811 0 65799 3 0 1 0 0 733401 450768 1184169 ANNUAL CONFERENCE 611430 222155 222155 WORKSHOPS/PUBLICATIONS 611430 63421 63421 285576 30355 30355 23716 0 23716 23716 23716 MISCELLANEOUS INCOME 900099 1223 1223 1223 1525039 285576 0 55294 X 301359 227541 43899 29919 599333 452525 87306 59502 23842 18002 3473 2367 105186 79421 15322 10443 64867 48978 9449 6440 2448 2448 18087 18087 64409 64409 6837 6837 201087 191065 8737 1285 24022 20846 1856 1320 64022 51401 7375 5246 84600 63249 12477 8874 29043 21714 4283 3046 157129 157129 24660 18436 3637 2587 PROFESSIONAL DEVELOPMEN 31308 23639 4561 3108 SUBSCRIPTIONS AND MEMBE 29846 29846 9695 8556 666 473 1841780 1476757 230413 134610 376762 221446 404136 113240 19962 21456 394234 277681 118547 116553 935428 1094920 1854835 1567615 221610 174486 200063 169982 421673 344468 X 693125 866927 740037 356220 1433162 1223147 1854835 1567615 -316741 106727 0 X X 0 1 X 1 0 X 2320521 1350773 1710422 1933718 1184169 8499603 2320521 1350773 1710422 1933718 1184169 8499603 2077672 6421931 8726 10170 12942 35334 30355 97527 490 441 1810 2887 1223 6851 8603981 1193495 0.74640 0.76020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 64409 64409 1831372 1895781 244789 61197 0 0 237804 240338 244756 244789 967687 1451531 62633 68499 34374 64409 229915 0 0 0 0 0 0 0 147315 80764 66551 165897 143545 22352 81022 53372 27650 116553 1624929 106727 106727 1518202 6837 6837 1525039 1834944 0 1834944 6837 6837 1841781 X X X 0 0 0 0 0 0 0 0 0 CLAUDIA HERROLD CHIEF COMMUNICATIONS & PUBLIC POLICY 127502 0 0 0 0 0 23749 0 0 0 151251 0 0 0 PART I: DUE TO COMPLETION OF PROJECTS WHICH WERE STARTED IN PREVIOUS YEARS, THE AMOUNT OF INCOME RECORDED FOR THE ORGANIZATION IN 2019 APPEARS TO HAVE DECREASED. THIS IS A TIMING ISSUE OF RECOGNIZING PLEDGE RECEIVABLES IN INCOME BEFORE THE PROJECT WAS FINALIZED, AND EXPENSES BEING RECORDED IN A SUBSEQUENT YEAR. 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 15A 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 188,206. MANAGEMENT AND GENERAL EXPENSES 6,150. FUNDRAISING EXPENSES 884. TOTAL EXPENSES 195,240. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,859. MANAGEMENT AND GENERAL EXPENSES 2,587. FUNDRAISING EXPENSES 401. TOTAL EXPENSES 5,847. 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.