PHILANTHROPY OHIO: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PHILANTHROPY OHIO (EIN 31-1111842)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-03
- IRS object ID
- 201523079349301012
- Schema version
- 2014v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-03T12:08:25-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 400 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311111842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILANTHROPY OHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 6142241344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S FRONT STREET NO 900 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE T ALLEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6142241344 | PhoneNum |
| Signature | 2015-10-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE E PFEIFER | PreparerPersonNm |
| PTIN | P00014949 | PTIN |
| Phone | 6148852208 | PhoneNum |
| Preparation | 2015-10-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUZANNE T ALLEN PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S FRONT STREET NO 900 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,832,292 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHILANTHROPYOHIO.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 16 | TotalEmployeeCnt |
| Total Volunteers | 147 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,360,406 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,533,497 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $259,569 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $132,127 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,891 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,159 | PYOtherRevenueAmt |
| CY Other Revenue | $1,622 | CYOtherRevenueAmt |
| PY Total Revenue | $1,630,225 | PYTotalRevenueAmt |
| CY Total Revenue | $1,682,137 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $107,794 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,031,641 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $960,342 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $146,608 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $838,033 | PYOtherExpensesAmt |
| CY Other Expenses | $794,596 | CYOtherExpensesAmt |
| PY Total Expenses | $1,977,468 | PYTotalExpensesAmt |
| CY Total Expenses | $1,754,938 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$347,243 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$72,801 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,007,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $941,641 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $298,181 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $297,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $709,420 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $644,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PHILANTHROPY OHIO IS AN ASSOCIATION OF FOUNDATIONS, CORPORATE GIVING PROGRAMS, INDIVIDUALS AND ORGANIZATIONS ACTIVELY INVOLVED IN PHILANTHROPY IN OHIO. ITS MISSION IS TO PROVIDE LEADERSHIP FOR PHILANTHROPY IN OHIO AND TO ENHANCE THE ABILITY OF MEMBERS TO FULFILL THEIR CHARITABLE GOALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $594,474 | ExpenseAmt |
| Revenue | $132,127 | RevenueAmt |
| Desc | LEARNING: IN 2014 POH OFFERED 82 PROGRAMS, SERVING OVER 1,228 PARTICIPANTS. 133 PEOPLE ATTENDED THE 2014 POH SUMMER LEARNING INSTITUTE, COMPRISED OF WORKSHOPS, SITE VISITS AND MEETINGS. 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, ENVIRONMENT, HEALTH, ETC.) REGIONALLY, STATEWIDE AND VIA WEBINARS. POH ALSO ENHANCED KNOWLEDGE BY ANSWERING 46 REQUESTS FOR INFORMATION IN 2014, PRODUCING 64 NEWSLETTERS AS WELL AS SPECIALIZED PUBLICATIONS INCLUDING THE OHIO COMMUNITY FOUNDATION ROSTER, A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES 2014 REPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $597,779 | ExpenseAmt |
| Desc | 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 FOR OUR MEMBERS WITH VARIOUS EXTERNAL AUDIENCES INCLUDING MEDIA, STATE AND FEDERAL LEVEL POLICY MAKERS (INCLUDING VISITS IN WASHINGTON, DC AND IN-DISTRICT MEETINGS) AND THROUGH INTERACTION WITH STATE REGULATORS INCLUDING THE OHIO ATTORNEY GENERAL; (2) PROVIDING OPPORTUNITIES FOR PHILANTHROPY'S VOICE TO BE HEARD IN STATEWIDE EDUCATION POLICY REFORM THROUGH OUR EDUCATION INITIATIVE, INCLUDING STATEWIDE CONVENINGS OF EDUCATION STAKEHOLDER GROUPS AND REGIONAL MEETINGS FOR LOCAL FOUNDATION AND COMMUNITY LEADERS; 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 CARE SYSTEM IN OHIO. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $205,204 | ExpenseAmt |
| Desc | 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 2014, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 264 PARTICIPATING BY EITHER ASKING OR ANSWERING QUESTIONS. NETWORKING TIME WAS ALSO BUILT INTO ALL OF THE PROGRAMS PRESENTED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,397,457 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 16 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN PHALLEN | PersonNm |
| Phone | 6142241344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 S FRONT STREET NO 900 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BARRY DOGGETT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL KITSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CINNAMON PELLY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ENZERRA | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAWN TYLER LEE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH VESY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DENISE GRIGGS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC AVNER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J SCOTT MCREYNOLDS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY E CUTLIP | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LATIDA SMITH | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH GARY | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LESLIE DUNFORD | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SOBECKI | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA KLEPTZ | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHAEL SHINN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD POGUE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT JAQUAY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN URANO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TED VANDER ROEST | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN PHALLEN | ||||||
| VP - OPERATIONS | 40.00 | $89,201 | $0 | $23,322 | Yes (X) | |
| SUZANNE T ALLEN | ||||||
| PRESIDENT | 48.00 | $123,139 | $0 | $30,815 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $212,340 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $54,137 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGA CONSULTING LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7810 HOLISTON COURT | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSULTING | ServicesDesc |
| Compensation | $103,410 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $714,841 | MembershipDuesAmt |
| All Other Contributions | $818,656 | AllOtherContributionsAmt |
| Total Contributions | $1,533,497 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL CONFERENCE | 611430 | $115,006 | $115,006 |
| WORKSHOPS/PUBLICATIONS | 611430 | $17,121 | $17,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $132,127 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,046 | TotalRevenueColumnAmt |
| Exclusion | $15,046 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $150,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $150,155 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$155 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$155 | TotalRevenueColumnAmt |
| Exclusion | -$155 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,622 | TotalRevenueColumnAmt |
| Exclusion | $1,622 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,622 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,682,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $132,127 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,513 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,477 | TotalAmt |
| Program Services | $185,017 | ProgramServicesAmt |
| Management And General | $47,744 | ManagementAndGeneralAmt |
| Fundraising | $33,716 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $528,437 | TotalAmt |
| Program Services | $366,900 | ProgramServicesAmt |
| Management And General | $94,678 | ManagementAndGeneralAmt |
| Fundraising | $66,859 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,787 | TotalAmt |
| Program Services | $33,873 | ProgramServicesAmt |
| Management And General | $8,741 | ManagementAndGeneralAmt |
| Fundraising | $6,173 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,227 | TotalAmt |
| Program Services | $42,510 | ProgramServicesAmt |
| Management And General | $10,970 | ManagementAndGeneralAmt |
| Fundraising | $7,747 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,414 | TotalAmt |
| Program Services | $38,475 | ProgramServicesAmt |
| Management And General | $9,928 | ManagementAndGeneralAmt |
| Fundraising | $7,011 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,738 | TotalAmt |
| Program Services | $2,035 | ProgramServicesAmt |
| Management And General | $1,657 | ManagementAndGeneralAmt |
| Fundraising | $1,046 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,501 | TotalAmt |
| Program Services | $9,560 | ProgramServicesAmt |
| Management And General | $1,803 | ManagementAndGeneralAmt |
| Fundraising | $1,138 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,568 | TotalAmt |
| Program Services | $81,568 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,741 | TotalAmt |
| Program Services | $2,097 | ProgramServicesAmt |
| Management And General | $395 | ManagementAndGeneralAmt |
| Fundraising | $249 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,491 | TotalAmt |
| Program Services | $54,040 | ProgramServicesAmt |
| Management And General | $7,260 | ManagementAndGeneralAmt |
| Fundraising | $5,191 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,519 | TotalAmt |
| Program Services | $32,019 | ProgramServicesAmt |
| Management And General | $5,211 | ManagementAndGeneralAmt |
| Fundraising | $3,289 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,736 | TotalAmt |
| Program Services | $66,335 | ProgramServicesAmt |
| Management And General | $12,508 | ManagementAndGeneralAmt |
| Fundraising | $7,893 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,435 | TotalAmt |
| Program Services | $13,571 | ProgramServicesAmt |
| Management And General | $1,756 | ManagementAndGeneralAmt |
| Fundraising | $1,108 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,980 | TotalAmt |
| Program Services | $59,453 | ProgramServicesAmt |
| Management And General | $936 | ManagementAndGeneralAmt |
| Fundraising | $591 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,828 | TotalAmt |
| Program Services | $2,928 | ProgramServicesAmt |
| Management And General | $552 | ManagementAndGeneralAmt |
| Fundraising | $348 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,837 | TotalAmt |
| Program Services | $2,170 | ProgramServicesAmt |
| Management And General | $409 | ManagementAndGeneralAmt |
| Fundraising | $258 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSULTING | $333,579 | $333,579 | ||
| WORKSHOPS AND EVENTS | $29,403 | $29,403 | ||
| MEMBERSHIPS | $29,306 | $22,487 | $4,181 | $2,638 |
| PROFESSIONAL DEVELOPMEN | $18,886 | $15,529 | $2,058 | $1,299 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,048 | TotalAmt |
| Program Services | $3,908 | ProgramServicesAmt |
| Management And General | $86 | ManagementAndGeneralAmt |
| Fundraising | $54 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,754,938 | TotalAmt |
| Program Services | $1,397,457 | ProgramServicesAmt |
| Management And General | $210,873 | ManagementAndGeneralAmt |
| Fundraising | $146,608 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,398 | BOYAmt |
| EOY | $148,040 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,730 | BOYAmt |
| EOY | $264,996 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $96 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $192,554 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $180,573 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,334 | BOYAmt |
| EOY | $11,981 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $587,415 | BOYAmt |
| EOY | $459,784 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,724 | BOYAmt |
| EOY | $56,744 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,007,601 | BOYAmt |
| EOY | $941,641 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,233 | BOYAmt |
| EOY | $134,497 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,224 | BOYAmt |
| EOY | $106,303 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,724 | BOYAmt |
| EOY | $56,744 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,181 | BOYAmt |
| EOY | $297,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,445 | BOYAmt |
| EOY | $477,398 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,975 | BOYAmt |
| EOY | $166,699 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $709,420 | BOYAmt |
| EOY | $644,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,007,601 | BOYAmt |
| EOY | $941,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$72,801 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,478 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,408,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,048,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,510,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,360,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,533,497 | CurrentTaxYearAmt |
| Total | $7,861,950 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,408,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,048,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,510,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,360,406 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,533,497 | CurrentTaxYearAmt |
| Total | $7,861,950 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,594,900 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,267,050 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,181 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,051 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,064 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,046 | CurrentTaxYearAmt |
| Total | $72,675 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,644 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,622 | CurrentTaxYearAmt |
| Total | $41,124 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,975,749 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $298,595 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70320 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,568 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $81,568 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,673,370 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,754,938 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $237,747 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $59,437 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $264,009 | CurrentYearMinus3Amt |
| Current Year Minus2 | $238,580 | CurrentYearMinus2Amt |
| Current Year Minus1 | $249,862 | CurrentYearMinus1Amt |
| Current Year | $237,747 | CurrentYearAmt |
| Total | $990,198 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,485,297 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $82,932 | CurrentYearMinus3Amt |
| Current Year Minus2 | $62,853 | CurrentYearMinus2Amt |
| Current Year Minus1 | $74,568 | CurrentYearMinus1Amt |
| Current Year | $81,568 | CurrentYearAmt |
| Total | $301,921 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $66,002 | CurrentYearMinus3Amt |
| Current Year Minus2 | $59,645 | CurrentYearMinus2Amt |
| Current Year Minus1 | $62,466 | CurrentYearMinus1Amt |
| Current Year | $59,437 | CurrentYearAmt |
| Total | $247,550 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $371,325 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $35,753 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,632 | DepreciationAmt |
| Book Value | $2,121 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $108,820 | DepreciationAmt |
| Book Value | $8,278 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,121 | DepreciationAmt |
| Book Value | $1,582 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,981 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMOUNTS HELD ON BEHALF OF OTHERS | Desc |
| Book Value | $56,744 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $56,744 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,689,615 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,478 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,478 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,682,137 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,682,137 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,754,938 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,754,938 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,754,938 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS ARE RECEIVED FROM FOUNDATIONS AND ARE HELD BY THE ORGANIZATION UNTIL THE FOUNDATIONS REQUEST THE DISBURSEMENTS. |
| PART X, LINE 2: | THE ORGANIZATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION RECOGNIZES ACCRUED INTEREST AND PENALTIES (IF ANY) ASSOCIATED WITH UNCERTAIN TAX PROVISIONS AS PART OF THE INCOME TAX PROVISION. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. THE ORGANIZATION'S U.S. FEDERAL INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2011 ARE CLOSED. (NOTE: NO PENALTIES WERE ASSESSED AGAINST THE ORGANIZATION) |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE T ALLEN | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $123,139 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,250 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $20,565 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $153,954 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | THE FORM 990 IS REVIEWED AND DISCUSSED 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. |
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