PHILANTHROPY OHIO: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
PHILANTHROPY OHIO (EIN 31-1111842)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-22
IRS object ID
201712659349300461
Schema version
2016v3.0
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)
Return2017-09-22T13:43:06-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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 No 900AddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSuzanne T AllenPersonNm
Person TitlePresident and CEOPersonTitleTxt
Phone6142241344PhoneNum
Signature2017-09-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJane E PfeiferPreparerPersonNm
PTINP00014949PTIN
Phone6148852208PhoneNum
Preparation2017-09-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.62.104.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-01IPDt
IP Tm13:10:42IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA5FF8C5573C8F5C369FFECD991E9C0F99F8813C0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSuzanne T Allen PhDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 S Front Street No 900AddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,522,257GrossReceiptsAmt
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 Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers161TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,320,521PYContributionsGrantsAmt
CY Contributions Grants$1,350,773CYContributionsGrantsAmt
PY Program Service Revenue$237,266PYProgramServiceRevenueAmt
CY Program Service Revenue$160,873CYProgramServiceRevenueAmt
PY Investment Income$6,840PYInvestmentIncomeAmt
CY Investment Income$10,170CYInvestmentIncomeAmt
PY Other Revenue$490PYOtherRevenueAmt
CY Other Revenue$441CYOtherRevenueAmt
PY Total Revenue$2,565,117PYTotalRevenueAmt
CY Total Revenue$1,522,257CYTotalRevenueAmt
PY Grants And Similar Paid$1,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,007,982PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,034,977CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$160,843CYTotalFundraisingExpenseAmt
PY Other Expenses$1,000,605PYOtherExpensesAmt
CY Other Expenses$721,093CYOtherExpensesAmt
PY Total Expenses$2,009,587PYTotalExpensesAmt
CY Total Expenses$1,756,070CYTotalExpensesAmt
PY Revenues Less Expenses$555,530PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$233,813CYRevenuesLessExpensesAmt
Total Assets BOY$1,558,719TotalAssetsBOYAmt
Total Assets EOY$1,350,679TotalAssetsEOYAmt
Total Liabilities BOY$364,210TotalLiabilitiesBOYAmt
Total Liabilities EOY$382,930TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,194,509NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$967,749NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPHILANTHROPY OHIO ("POH") IS AN ASSOCIATION OF FOUNDATIONS, CORPORATE GIVING PROGRAMS, INDIVIDUALS AND ORGANIZATIONS ACTIVELY INVOLVED IN PHILANTHROPY IN OHIO. PHILANTHROPY OHIO'S MISSION IS TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO AND TO ENHANCE THE ABILITY OF MEMBERS TO FULFILL THEIR CHARITABLE GOALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$674,621ExpenseAmt
Revenue$160,873RevenueAmt
DescLearning: In 2016 Philanthropy Ohio ("POH") offered 96 programs, serving over 1,104 participants. 191 people attended the Learning Institute 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 2016, producing 152 newsletters and specialized publications including the Ohio Community Foundation roster, a region- and Ohio-specific compensation report and the Ohio Gives report.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$455,546ExpenseAmt
DescLeadership: Philanthropy Ohio is the recognized advocate representing the interests of Ohio philanthropists in the state and the nation. POH provided leadership 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; and (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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$232,483ExpenseAmt
DescNetworking: Philanthropy Ohio connects those engaged in philanthropy through in-person and virtual means. POH maintains several electronic listservs that allowed members to interact with peers, posing questions and seeking advice. In 2016, POH members connected through the listservs, with 233 participating by either asking or answering questions. Networking time was also built into all of the programs presented.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,362,650TotalProgramServiceExpensesAmt
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 CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
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 Required0ScheduleJRequiredInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee11EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSTEVEN PHALLENPersonNm
Phone6142241344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1500 S Front Street No 900AddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
cinnamon d pelly
member1.00Yes (X)$0$0$0
David Enzerra
Member1.00Yes (X)$0$0$0
deborah vesy
Treasurer1.00Yes (X)$0$0$0Yes (X)
Denise griggs
Member1.00Yes (X)$0$0$0
Eric Avner
Member1.00Yes (X)$0$0$0
Leslie Dunford
Member1.00Yes (X)$0$0$0
Mary Sobecki
Member1.00Yes (X)$0$0$0
Melissa A Kleptz
Chair1.00Yes (X)$0$0$0Yes (X)
Robert Jaquay
vice chair1.00Yes (X)$0$0$0Yes (X)
susan urano
Member1.00Yes (X)$0$0$0
Ted Vander Roest
Member1.00Yes (X)$0$0$0
Holley Fowler Martens
member1.00Yes (X)$0$0$0
constance hawk
member1.00Yes (X)$0$0$0
Cara Dingus Brook
Member1.00Yes (X)$0$0$0
Kate Keller
Member1.00Yes (X)$0$0$0
John Mullaney
Member1.00Yes (X)$0$0$0
Cecilia Render
Member1.00Yes (X)$0$0$0
Leah S Gary
Secretary1.00Yes (X)$0$0$0Yes (X)
Steven Phallen
VP - Finance & Administrat40.00$96,720$0$16,738Yes (X)
Suzanne T ALlen
President and CEO48.00$129,297$0$20,185Yes (X)
Claudia Herrold
Employee40.00$106,753$0$21,657Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$332,770TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$58,580TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LGA Consulting LLCBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line17810 Holiston CourtAddressLine1Txt
CityDublinCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43016ZIPCd
FieldValueIRS element (for citing)
ServicesConsultingServicesDesc
Compensation$121,454CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$781,786MembershipDuesAmt
All Other Contributions$568,987AllOtherContributionsAmt
Total Contributions$1,350,773TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Annual Conference611430$96,539$96,539
Workshops/Publications611430$64,334$64,334
FieldValueIRS element (for citing)
Total Program Service Revenue$160,873TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,170TotalRevenueColumnAmt
Exclusion$10,170ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Business900099BusinessCd
Total Revenue Column$441TotalRevenueColumnAmt
Exclusion$441ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$441OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,522,257TotalRevenueColumnAmt
Related Or Exempt Func Income$160,873RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$10,611ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$262,939TotalAmt
Program Services$182,561ProgramServicesAmt
Management And General$47,110ManagementAndGeneralAmt
Fundraising$33,268FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$578,856TotalAmt
Program Services$401,905ProgramServicesAmt
Management And General$103,712ManagementAndGeneralAmt
Fundraising$73,239FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$38,627TotalAmt
Program Services$26,819ProgramServicesAmt
Management And General$6,921ManagementAndGeneralAmt
Fundraising$4,887FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$93,067TotalAmt
Program Services$64,617ProgramServicesAmt
Management And General$16,675ManagementAndGeneralAmt
Fundraising$11,775FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$61,488TotalAmt
Program Services$42,691ProgramServicesAmt
Management And General$11,017ManagementAndGeneralAmt
Fundraising$7,780FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,705TotalAmt
Program Services$6,668ProgramServicesAmt
Management And General$23ManagementAndGeneralAmt
Fundraising$14FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$12,963TotalAmt
Program Services$9,914ProgramServicesAmt
Management And General$1,869ManagementAndGeneralAmt
Fundraising$1,180FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$62,633TotalAmt
Program Services$62,286ProgramServicesAmt
Management And General$213ManagementAndGeneralAmt
Fundraising$134FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,916TotalAmt
Program Services$3,760ProgramServicesAmt
Management And General$709ManagementAndGeneralAmt
Fundraising$447FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$81,280TotalAmt
Program Services$67,910ProgramServicesAmt
Management And General$8,110ManagementAndGeneralAmt
Fundraising$5,260FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$59,825TotalAmt
Program Services$45,992ProgramServicesAmt
Management And General$8,481ManagementAndGeneralAmt
Fundraising$5,352FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$80,898TotalAmt
Program Services$61,870ProgramServicesAmt
Management And General$11,666ManagementAndGeneralAmt
Fundraising$7,362FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$25,346TotalAmt
Program Services$20,002ProgramServicesAmt
Management And General$3,276ManagementAndGeneralAmt
Fundraising$2,068FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$106,481TotalAmt
Program Services$104,903ProgramServicesAmt
Management And General$968ManagementAndGeneralAmt
Fundraising$610FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$20,198TotalAmt
Program Services$15,447ProgramServicesAmt
Management And General$2,913ManagementAndGeneralAmt
Fundraising$1,838FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,395TotalAmt
Program Services$3,361ProgramServicesAmt
Management And General$634ManagementAndGeneralAmt
Fundraising$400FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Consulting$196,628$195,539$665$424
Memberships$27,868$22,036$3,576$2,256
Professional Developmen$27,558$21,769$3,549$2,240
Subscriptions & Purchas$3,399$2,600$490$309

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,756,070TotalAmt
Program Services$1,362,650ProgramServicesAmt
Management And General$232,577ManagementAndGeneralAmt
Fundraising$160,843FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$283,227BOYAmt
EOY$43,507EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$507,702BOYAmt
EOY$298,329EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,546BOYAmt
EOY$16,887EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$358,561LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$209,349LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$154,526BOYAmt
EOY$149,212EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$563,311BOYAmt
EOY$795,534EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$48,407BOYAmt
EOY$47,210EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,558,719BOYAmt
EOY$1,350,679EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$145,691BOYAmt
EOY$159,927EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$170,112BOYAmt
EOY$175,793EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$48,407BOYAmt
EOY$47,210EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$364,210BOYAmt
EOY$382,930EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$555,524BOYAmt
EOY$594,818EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$638,985BOYAmt
EOY$372,931EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,194,509BOYAmt
EOY$967,749EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,558,719BOYAmt
EOY$1,350,679EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$233,813ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,053NetUnrlzdGainsLossesInvstAmt
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$1,510,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,360,406CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,533,497CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,320,521CurrentTaxYearMinus1YearAmt
Current Tax Year$1,350,773CurrentTaxYearAmt
Total$8,076,123TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,510,926CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,360,406CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,533,497CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,320,521CurrentTaxYearMinus1YearAmt
Current Tax Year$1,350,773CurrentTaxYearAmt
Total$8,076,123TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,518,054SubstantialContributorsTotAmt
Public Support Total170$6,558,069PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$32,051CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,064CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,046CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,726CurrentTaxYearMinus1YearAmt
Current Tax Year$10,170CurrentTaxYearAmt
Total$84,057TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$863CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,159CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,622CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$490CurrentTaxYearMinus1YearAmt
Current Tax Year$441CurrentTaxYearAmt
Total$4,575TotalAmt
FieldValueIRS element (for citing)
Total Support$8,164,755TotalSupportAmt
Gross Receipts Rltd Activities$696,734GrossReceiptsRltdActivitiesAmt
Public Support CY1700.80320PublicSupportCY170Pct
Public Support PY1700.73300PublicSupportPY170Pct
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 Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$62,633FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$62,633FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,693,437FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,756,070FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$237,804FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$59,451FilingOrganizationsTotalAmt

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$249,862CurrentYearMinus3Amt
Current Year Minus2$237,747CurrentYearMinus2Amt
Current Year Minus1$250,479CurrentYearMinus1Amt
Current Year$237,804CurrentYearAmt
Total$975,892TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,463,838LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$74,568CurrentYearMinus3Amt
Current Year Minus2$81,568CurrentYearMinus2Amt
Current Year Minus1$96,924CurrentYearMinus1Amt
Current Year$62,633CurrentYearAmt
Total$315,693TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$62,466CurrentYearMinus3Amt
Current Year Minus2$59,437CurrentYearMinus2Amt
Current Year Minus1$62,620CurrentYearMinus1Amt
Current Year$59,451CurrentYearAmt
Total$243,974TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$365,961GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$147,315OtherCostOrOtherBasisAmt
Depreciation$47,396DepreciationAmt
Book Value$99,919BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$163,540OtherCostOrOtherBasisAmt
Depreciation$120,240DepreciationAmt
Book Value$43,300BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,706OtherCostOrOtherBasisAmt
Depreciation$41,713DepreciationAmt
Book Value$5,993BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$149,212TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$1,529,310TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,053NetUnrealizedGainsInvstAmt
Revenue Not Reported$7,053RevenueNotReportedAmt
Revenue Subtotal$1,522,257RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,522,257TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,756,070TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,756,070ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,756,070TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart IV, Line 2b:FormAndLineReferenceDesc
ExplanationFunds are received from foundations and are held by the organization until the foundations request the disbursements.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, line 19:In 2015, Philanthropy Ohio was awarded a 3-year grant for $599,100. The revenue for the grant was recognized in 2015, but the expenses related to the grant work will continue throughout the 3-year period of the grant, generating a net loss in 2016.
Form 990, Part VI, Section A, line 6THE 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 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 polcy that applies to board members, staff and certain volunteers of the organization (those who have been granted significant independent decision making authority with respect to financial or other resources of the organization). 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 15aCompensation 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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