2017-09-22T13:43:06-05:00 2016-12-31 310800053 Clark Schaefer Hackett & Co 4449 Easton Way Suite 400 Columbus OH 43219 990 2016-01-01 311111842 Philanthropy Ohio PHIL 6142241344 500 S Front Street No 900 Columbus OH 43215 Suzanne T Allen President and CEO 6142241344 2017-09-01 1 Jane E Pfeifer P00014949 6148852208 2017-09-01 74.62.104.2 2017-09-01 13:10:42 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A5FF8C5573C8F5C369FFECD991E9C0F99F8813C0 2016 2021-01-29 14:40:06Z Suzanne T Allen PhD 500 S Front Street No 900 Columbus OH 43215 1522257 0 X WWW.philanthropyohio.ORG X 1984 OH TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 17 17 11 161 0 0 2320521 1350773 237266 160873 6840 10170 490 441 2565117 1522257 1000 0 0 0 1007982 1034977 0 0 160843 1000605 721093 2009587 1756070 555530 -233813 1558719 1350679 364210 382930 1194509 967749 X PHILANTHROPY 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. 0 0 674621 160873 Learning: 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. 455546 Leadership: 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. 232483 Networking: 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. 1362650 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 deborah vesy Treasurer 1.00 X X 0 0 0 Denise griggs Member 1.00 X 0 0 0 Eric Avner Member 1.00 X 0 0 0 Leslie Dunford Member 1.00 X 0 0 0 Mary Sobecki Member 1.00 X 0 0 0 Melissa A Kleptz Chair 1.00 X X 0 0 0 Robert Jaquay vice chair 1.00 X X 0 0 0 susan urano Member 1.00 X 0 0 0 Ted Vander Roest Member 1.00 X 0 0 0 Holley Fowler Martens member 1.00 X 0 0 0 constance hawk member 1.00 X 0 0 0 Cara Dingus Brook 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 Leah S Gary Secretary 1.00 X X 0 0 0 Steven Phallen VP - Finance & Administrat 40.00 X 96720 0 16738 Suzanne T ALlen President and CEO 48.00 X 129297 0 20185 Claudia Herrold Employee 40.00 X 106753 0 21657 332770 0 58580 2 0 0 0 LGA Consulting LLC 7810 Holiston Court Dublin OH 43016 Consulting 121454 1 781786 568987 1350773 Annual Conference 611430 96539 96539 Workshops/Publications 611430 64334 64334 160873 10170 10170 Miscellaneous Income 900099 441 441 441 1522257 160873 0 10611 262939 182561 47110 33268 578856 401905 103712 73239 38627 26819 6921 4887 93067 64617 16675 11775 61488 42691 11017 7780 6705 6668 23 14 12963 9914 1869 1180 62633 62286 213 134 4916 3760 709 447 81280 67910 8110 5260 59825 45992 8481 5352 80898 61870 11666 7362 25346 20002 3276 2068 106481 104903 968 610 20198 15447 2913 1838 4395 3361 634 400 Consulting 196628 195539 665 424 Memberships 27868 22036 3576 2256 Professional Developmen 27558 21769 3549 2240 Subscriptions & Purchas 3399 2600 490 309 1756070 1362650 232577 160843 283227 43507 507702 298329 1546 16887 358561 209349 154526 149212 563311 795534 48407 47210 1558719 1350679 145691 159927 170112 175793 48407 47210 364210 382930 X 555524 594818 638985 372931 1194509 967749 1558719 1350679 -233813 7053 0 X X 0 1 X 1 0 X 1510926 1360406 1533497 2320521 1350773 8076123 1510926 1360406 1533497 2320521 1350773 8076123 1518054 6558069 32051 18064 15046 8726 10170 84057 863 1159 1622 490 441 4575 8164755 696734 0.80320 0.73300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62633 62633 1693437 1756070 237804 59451 0 0 249862 237747 250479 237804 975892 1463838 74568 81568 96924 62633 315693 62466 59437 62620 59451 243974 365961 0 1 X 147315 47396 99919 163540 120240 43300 47706 41713 5993 149212 1529310 7053 7053 1522257 0 1522257 1756070 0 1756070 0 1756070 Part IV, Line 2b: Funds are received from foundations and are held by the organization until the foundations request the disbursements. 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 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 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 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 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.