2019-09-03T08:11:53-05:00 2018-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2018-01-01 311111842 PHILANTHROPY OHIO PHIL 6142241344 500 S FRONT STREET NO 900 COLUMBUS OH 43215 DEBORAH AUBERT THOMAS PRESIDENT & CEO 6142241344 2019-08-22 1 NATOSHA DILLEY P01225377 6148852208 2019-08-22 74.121.64.228 2019-08-22 07:50:13 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 CA799B87B0C03701F548595F3696CBDC2B7413FC 2018 2019-02-21 02:37:17Z DEBORAH AUBERT THOMAS 500 S FRONT STREET NO 900 COLUMBUS OH 43215 2236984 0 X WWW.PHILANTHROPYOHIO.ORG X 1984 OH TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 20 20 12 320 0 10803 1710422 1933718 244735 265045 12942 35334 1810 2887 1969909 2236984 0 0 0 0 1107321 1139937 0 0 137610 699430 755176 1806751 1895113 163158 341871 1664655 1854835 536783 421673 1127872 1433162 X TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE, POWERFUL CHANGE AGENTS IN OUR COMMUNITIES. 0 0 746734 265045 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 STATEWIDE CONVENINGS OF PHILANTHROPY AND EDUCATION STAKEHOLDER GROUPS; (3) POH'S HEALTH INITIATIVE ENGAGES PHILANTHROPY TO HELP STATE POLICY MAKERS IMPLEMENT HEALTH CARE REFORM IN OHIO, TO IDENTIFY 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 VOICES TO THE TAX REFORM AND AFFORDABLE CARE ACT DEBATES. 449814 EDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2018 POH OFFERED 104 PROGRAMS, SERVING OVER 1,225 PARTICIPANTS. 305 PEOPLE ATTENDED THE PHILANTHROPY FORWARD '18 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 57 REQUESTS FOR INFORMATION IN 2018, PRODUCING 143 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING THE OHIO COMMUNITY FOUNDATION ROSTER, A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT. 241393 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 2018, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 229 QUESTIONS AND ANSWERS PROVIDED. NETWORKING TIME WAS ALSO BUILT INTO ALL OF THE PROGRAMS PRESENTED. 88195 ADVANCING: COMMITTING TO INCREASE DIVERSITY, EQUITY AND INCLUSION IN OHIO'S PHILANTHROPIC SECTOR AND IN OUR ORGANIZATION, APPLYING AN EQUITY LENS TO ALL OUR WORK IN ADVOCATING, EDUCATING, AND CONVENING AS WELL AS TO OUR INTERNAL OPERATIONS. 88195 1526136 1 1 0 1 0 0 0 0 1 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 14 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X STEVEN PHALLEN 6142241344 500 S FRONT STREET NO 900 COLUMBUS OH 43215 CINNAMON D PELLY MEMBER 1.00 X 0 0 0 DAVID ENZERRA MEMBER 1.00 X 0 0 0 KEITH BURWELL 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 LESLIE DUNFORD AT-LARGE 1.00 X 0 0 0 BRADY GROVES MEMBER 1.00 X 0 0 0 MARGARET HULBERT MEMBER 1.00 X 0 0 0 ROBERT JAQUAY CHAIR 1.00 X X 0 0 0 SUSAN URANO MEMBER 1.00 X 0 0 0 TED VANDER ROEST SECRETARY 1.00 X X 0 0 0 HOLLEY FOWLER MARTENS MEMBER 1.00 X 0 0 0 CONSTANCE HAWK VICE CHAIR 1.00 X X 0 0 0 SU LOK MEMBER 1.00 X 0 0 0 KATE KELLER MEMBER 1.00 X 0 0 0 JOHN MULLANEY MEMBER 1.00 X 0 0 0 CECILIA RENDER MEMBER 1.00 X 0 0 0 STEVEN MOORE MEMBER 1.00 X 0 0 0 LISSY RAND MEMBER 1.00 X 0 0 0 KAREN WHITE MEMBER 1.00 X 0 0 0 STEVEN PHALLEN VP - FINANCE & ADMINISTRAT 40.00 X 103789 0 22439 SUZANNE T ALLEN PRESIDENT AND CEO 48.00 X 138508 0 27288 CLAUDIA HERROLD EMPLOYEE 40.00 X 111444 0 27731 DEBORAH AUBERT THOMAS EMPLOYEE 40.00 X 101248 0 10560 454989 0 88018 4 0 1 0 0 785985 1147733 1933718 ANNUAL CONFERENCE 611430 209161 209161 WORKSHOPS/PUBLICATIONS 611430 55884 55884 265045 35334 35334 MISCELLANEOUS INCOME 900099 2887 2887 2887 2236984 265045 0 38221 X 292024 220531 42516 28977 636044 480222 92667 63155 48972 36984 7130 4858 93589 70785 13561 9243 69308 52340 10091 6877 2960 2960 34374 34374 222784 194271 28247 266 24643 21850 1632 1161 62558 50316 7154 5088 93799 70133 13830 9836 39637 31000 5047 3590 193316 193316 20635 15428 3043 2164 SUBSCRIPTIONS AND MEMBE 31580 31580 PROFESSIONAL DEVELOPMEN 20381 15387 2970 2024 MISCELLANEOUS 8509 7619 519 371 1895113 1526136 231367 137610 150320 376762 218365 404136 12924 19962 371568 253021 126175 118547 1105440 935428 51431 0 1664655 1854835 195147 221610 290205 200063 51431 0 536783 421673 X 678835 693125 449037 740037 1127872 1433162 1664655 1854835 341871 -36581 0 X X 0 1 X 1 0 X 1533497 2320521 1350773 1710422 1933718 8848931 1533497 2320521 1350773 1710422 1933718 8848931 2054257 6794674 15046 8726 10170 12942 35334 82218 1622 490 441 1810 2887 7250 8938399 1040046 0.76020 0.82330 X 0 34374 34374 1860739 1895113 244756 61189 0 0 250479 237804 240338 244756 973377 1460066 96924 62633 68499 34374 262430 62620 59451 60085 61189 243345 365018 0 1 X 147315 69766 77549 163540 136804 26736 60713 46451 14262 118547 2200403 -36581 -36581 2236984 0 2236984 1895113 0 1895113 0 1895113 PART IV, LINE 2B: FUNDS ARE RECEIVED FROM FOUNDATIONS AND ARE HELD BY THE ORGANIZATION UNTIL THE FOUNDATIONS REQUEST THE DISBURSEMENTS. X X X 0 0 0 0 0 0 0 0 0 SUZANNE T ALLEN PRESIDENT AND CEO 138508 0 0 0 0 0 11616 0 15672 0 165796 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF PHILANTHROPY OHIO CONSISTS OF FOUNDATIONS, CORPORATE CONTRIBTUTIONS PROGRAMS AND OTHER GRANTMAKING ORGANIZATIONS FROM THE STATE OF 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 AND STAFF. 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 192,374. MANAGEMENT AND GENERAL EXPENSES 9,016. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 201,390. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,897. MANAGEMENT AND GENERAL EXPENSES 19,231. FUNDRAISING EXPENSES 266. TOTAL EXPENSES 21,394. 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.