PHILANTHROPY OHIO: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHILANTHROPY OHIO (EIN 31-1111842)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-07
- IRS object ID
- 201313119349301346
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-07T13:02:12-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310800053 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 400 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311111842 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO GRANTMAKERS FORUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 6142241344 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W BROAD STREET NO 800 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUZANNE T ALLEN PHD | Name |
| Title | PRESIDENT | Title |
| Phone | 6142241344 | Phone |
| Date Signed | 2013-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANE E PFEIFER | Name |
| PTIN | P00014949 | PTIN |
| Phone | 6148852208 | Phone |
| Date Prepared | 2013-11-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOW KNOWN AS PHILANTHROPY OHIO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUZANNE T ALLEN PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W BROAD STREET NO 800 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1919645 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PHILANTHROPYOHIO.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | OHIO GRANTMAKERS FORUM'S MISSION IS TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO AND TO ENHANCE THE ABILITY OF MEMBERS TO FULFILL THEIR CHARITABLE GOALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 164 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1943996 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1531926 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 310432 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 354805 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3333 | InvestmentIncomePriorYear |
| Investment Income Current Year | 32051 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10183 | OtherRevenuePriorYear |
| Other Revenue Current Year | 863 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2267944 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1919645 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 615000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 961229 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 986073 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 114150 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 703950 | OtherExpensePriorYear |
| Other Expenses Current Year | 785527 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2280179 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1771600 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -12235 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 148045 | RevenuesLessExpensesCY |
| Total Assets BOY | 1374905 | TotalAssetsBOY |
| Total Assets EOY | 1233116 | TotalAssetsEOY |
| Total Liabilities BOY | 460017 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 154975 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 914888 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1078141 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OGF ACCOMPLISHES ITS MISSION BY PROVIDING PROGRAMS AND SERVICES TO ITS MEMBERS AND LEADERSHIP TO THE PHILANTHROPIC SECTOR OF OHIO. 2012 ACTIVITIES WERE CONCENTRATED IN THE FOLLOWING FOCUS AREAS DESCRIBED BELOW. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 682319 | Expense |
| Revenue | 118800 | Revenue |
| Description | EDUCATION IN 2012: OGF OFFERED 101 PROGRAMS, SERVICING OVER 1,828 PARTICIPANTS, 329 PEOPLE ATTENDED THE 2012 OHIO GRANTMAKERS FORUM ANNUAL CONFERENCE, COMPRISED OF MORE THAN 34 WORKSHOPS, SITE VISITS, AND MEETINGS. IN ADDITION TO THE ANNUAL CONFERENCE, OGF OFFERS PROGRAMS IN 7 CORE COMPETENCY AREAS (COMMUNICATIONS, FINANCE & INVESTMENTS, GOVERNANCE, GRANTMAKING, MANAGEMENT, PUBLIC POLICY AND RESOURCE DEVELOPMENT) AND ISSUE AREAS ( EDUCATION, STATE BUDGET, ENVIRONMENT, HEALTH, ETC ) REGIONALLY AND THROUGH WEBINARS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 338570 | Expense |
| Revenue | 103002 | Revenue |
| Description | LEADERSHIP FOR OHIO'S PHILANTRHOPIC SECTOR : OGF PROVIDED LEADERSHIP FOR ORGANIZED PHILANTHROY IN THE STATE BY (1) SERVING AS A SPOKESPERSON FOR FOUNDATIONS AMONG VARIOUS EXTERNAL AUDIENCES, INCLUDING PLACING ARTICLES IN THE PUBLIC MEDIA, MEETINGS WITH FEDERAL AND STATE LEVEL POLICY MAKERS ( IN WASHINGTON DC AND IN CONGRESSIONAL DISTRICT MEETINGS) AND THROUGH INTERACTION WITH FEDERAL AND STATE REGULATORS, INCLUDING THE INTERNAL REVENUE SERVICE AND 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 REPRESENTATIVES OF EDUCATION STAKEHOLDER GROUPS AND REGIONAL MEETINGS FOR LOCAL FOUNDATIONS AND COMMUNITY LEADERS, (3)OGF'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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 384520 | Expense |
| Revenue | 13503 | Revenue |
| Description | KNOWLEDGE MANAGEMENT: OGF ANSWERED 132 REQUESTS FOR INFORMATION IN 2012, PRODUCED 4 NEWSLETTERS READ BY OVER 1,300 PEOPLE, A GRANTMAKING OUTLOOK 2013 REPORT, OHIO COMMUNITY FOUNDATION ROSTER, STATE AND OHIO SPECIFIC SALARY SURVEY, AND THE OHIO GIVES 2012 REPORT. OGF'S 7 ELECTRONIC LISTERVS ALLOWED MEMBERS TO LEARN FROM PEERS, WITH 383 PARTICIPATING BY EITHER ASKING OR ANSWERING QUESTIONS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 100822 | Expense |
| Description | PUBLIC POLICY AND EXTERNAL RELATIONS | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 100822 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 1506231 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | STEVEN PHALLEN | NamePerson |
| Telephone Number | 6142241344 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W BROAD STREET NO 800 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| GORDON WEAN | |||||||
| CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| LEAH GARY | |||||||
| VICE CHAIR | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MELISSA KLEPTZ | |||||||
| SECRETARY | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| J SCOTT MCREYNOLDS | |||||||
| TREASURER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| HEIDI JARK | |||||||
| MEMBER AT LARGE | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| KIMBERLY E CUTLIP | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| BARRY DOGGETT | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL PARKS | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| CINNAMON PELLY | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| RICHARD POGUE | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| RONALD RICHARD | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MICHAEL SHINN | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| SUSAN URANO | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DEBORAH VESY | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DENISE SAN ANTONIO ZEMAN | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| MARY SOBECKI | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| DAVID ABBOTT | |||||||
| MEMBER | 1.00 | 0.00 | X | 0 | 0 | 0 | |
| GEORGE E ESPY | |||||||
| PRESIDENT | 48.00 | 0.00 | 141494 | 0 | 22059 | X | |
| STEVEN PHALLEN | |||||||
| VP - OPERATIONS | 40.00 | 0.00 | 91800 | 0 | 18839 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 233294 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 40898 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LGA CONSULTING LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7810 HOLISTON COURT | AddressLine1 |
| City | DUBLIN | City |
| State | OH | State |
| ZIP Code | 43016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CONSULTING | DescriptionOfServices |
| Compensation | 129521 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 631290 | MembershipDues |
| All Other Contributions | 900636 | AllOtherContributions |
| Total Contributions | 1531926 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| ANNUAL CONFERENCE | 611430 | 238300 | 118800 | $119,500 |
| SPECIAL PROJECT REVENU | 561000 | 103002 | 103002 | |
| WORKSHOPS/PUBLICATIONS | 611430 | 13503 | 13503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 354805 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32051 | TotalRevenueColumn |
| Exclusion | $32,051 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 863 | TotalRevenueColumn |
| Exclusion | $863 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 863 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1919645 | TotalRevenueColumn |
| Related Or Exempt Function Income | 235305 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $152,414 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 274192 | Total |
| Program Services | 219356 | ProgramServices |
| Management And General | 30160 | ManagementAndGeneral |
| Fundraising | 24676 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493986 | Total |
| Program Services | 390591 | ProgramServices |
| Management And General | 58155 | ManagementAndGeneral |
| Fundraising | 45240 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55182 | Total |
| Program Services | 44145 | ProgramServices |
| Management And General | 6070 | ManagementAndGeneral |
| Fundraising | 4967 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103426 | Total |
| Program Services | 81735 | ProgramServices |
| Management And General | 12197 | ManagementAndGeneral |
| Fundraising | 9494 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59287 | Total |
| Program Services | 47080 | ProgramServices |
| Management And General | 6813 | ManagementAndGeneral |
| Fundraising | 5394 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2839 | Total |
| Management And General | 2839 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10501 | Total |
| Program Services | 8243 | ProgramServices |
| Management And General | 1260 | ManagementAndGeneral |
| Fundraising | 998 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62853 | Total |
| Program Services | 62853 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253616 | Total |
| Program Services | 248803 | ProgramServices |
| Management And General | 4604 | ManagementAndGeneral |
| Fundraising | 209 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73493 | Total |
| Program Services | 62445 | ProgramServices |
| Management And General | 6166 | ManagementAndGeneral |
| Fundraising | 4882 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45420 | Total |
| Program Services | 37087 | ProgramServices |
| Management And General | 4651 | ManagementAndGeneral |
| Fundraising | 3682 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84483 | Total |
| Program Services | 66319 | ProgramServices |
| Management And General | 10138 | ManagementAndGeneral |
| Fundraising | 8026 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39692 | Total |
| Program Services | 33036 | ProgramServices |
| Management And General | 3649 | ManagementAndGeneral |
| Fundraising | 3007 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154024 | Total |
| Program Services | 153354 | ProgramServices |
| Management And General | 374 | ManagementAndGeneral |
| Fundraising | 296 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1655 | Total |
| Program Services | 1299 | ProgramServices |
| Management And General | 199 | ManagementAndGeneral |
| Fundraising | 157 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5157 | Total |
| Program Services | 4215 | ProgramServices |
| Management And General | 526 | ManagementAndGeneral |
| Fundraising | 416 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMEN | 20837 | 19010 | 1020 | 807 |
| MEMBERSHIPS | 20565 | 16969 | 2007 | 1589 |
| SUBSCRIPTIONS & PURCHAS | 7503 | 6802 | 391 | 310 |
| WORKSHOPS | 2889 | 2889 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1771600 | Total |
| Program Services | 1506231 | ProgramServices |
| Management And General | 151219 | ManagementAndGeneral |
| Fundraising | 114150 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334204 | BOY |
| EOY | 481074 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 572290 | BOY |
| EOY | 195823 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 9559 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 183139 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 172483 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2768 | BOY |
| EOY | 10656 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 452868 | BOY |
| EOY | 500127 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12775 | BOY |
| EOY | 35877 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1374905 | BOY |
| EOY | 1233116 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63245 | BOY |
| EOY | 60185 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 279276 | BOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104721 | BOY |
| EOY | 58913 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12775 | BOY |
| EOY | 35877 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 460017 | BOY |
| EOY | 154975 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 614586 | BOY |
| EOY | 628871 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300302 | BOY |
| EOY | 449270 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 914888 | BOY |
| EOY | 1078141 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1374905 | BOY |
| EOY | 1233116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 148045 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 15208 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1521617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2358306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1408999 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2048122 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1510926 | CurrentTaxYear |
| Total | 8847970 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1521617 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2358306 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1408999 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2048122 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1510926 | CurrentTaxYear |
| Total | 8847970 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2694719 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6153251 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 11119 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9950 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4181 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3333 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32051 | CurrentTaxYear |
| Total | 60634 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 490 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8338 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9836 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27644 | CurrentTaxYearMinus1Year |
| Current Tax Year | 863 | CurrentTaxYear |
| Total | 47171 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 8955775 | TotalSupport |
| Public Support Pertcentage170 | 0.68710 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82210 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | 0 | PoliticalExpenditures |
| Volunteer Hours | 0 | VolunteerHours |
| Amt Of4955 Tax | 0 | AmtOf4955Tax |
| Amt Of4955 Tax On Managers | 0 | AmtOf4955TaxOnManagers |
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 62853 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 62853 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1708747 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1771600 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 238580 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 59645 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 233516 | CurrentYearMinus2 |
| Current Year Minus1 | 264009 | CurrentYearMinus1 |
| Current Year | 238580 | CurrentYear |
| Total | 736105 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,104,158 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 8001 | CurrentYearMinus2 |
| Current Year Minus1 | 82932 | CurrentYearMinus1 |
| Current Year | 62853 | CurrentYear |
| Total | 153786 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 58379 | CurrentYearMinus2 |
| Current Year Minus1 | 66002 | CurrentYearMinus1 |
| Current Year | 59645 | CurrentYear |
| Total | 184026 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $276,039 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 0 | CurrentYearMinus2 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 33278 | OtherCostOrOtherBasis |
| Depreciation | 33278 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104143 | OtherCostOrOtherBasis |
| Depreciation | 99552 | Depreciation |
| Book Value | 4591 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45718 | OtherCostOrOtherBasis |
| Depreciation | 39653 | Depreciation |
| Book Value | 6065 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10656 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1934853 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 15208 | OtherRevenues |
| Revenue Not Rptd F990 | 15208 | RevenueNotRptdF990 |
| Revenue Subtotal | 1919645 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1919645 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1771600 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1771600 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1771600 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 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 2009 ARE CLOSED. (NOTE:NO PENALTIES WERE ASSESSED AGAINST THE ORGANIZATION) | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN MARKET VALUE OF INVESTMENT 15,208. | PART XI, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | GEORGE E ESPY | NamePerson |
| Title | PRESIDENT | Title |
| Base Compensation Filing Org | 141494 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 11320 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10739 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 163553 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | AMENDMENTS TO OGF BY-LAWS : 1) THAT THE FIRST SENTENCE OF ARTICLE III 1 (A) BE AMENDED TO INCREASE THE MAXIMUM NUMBER OF INDIVIDUALS ON THE BOARD OF TRUSTEES BY SUBSTITUTING THE NUMBER 20 FOR THE NUMBER 17. THUS, ARTICLE III 1 (A) SHALL READ, "THE BUSINESS AND THE PROPERTY OF OHIO GRANTMAKERS FORUM SHALL BE CONDUCTED AND CONTROLLED BY THE BOARD OF TRUSTEES, WHICH SHALL BE COMPOSED OF MEMBER REPRESENTATIVES OF NOT FEWER THAN 11 NOR MORE THAN 20 INDIVIDUALS REPRESENTING MEMBERS." 2) THAT THE NAME OF OHIO GRANTMAKERS FORUM BE CHANGED TO PHILANTHROPY OHIO, AS OF JANUARY 1, 2013, BY STRIKING OUT THE WORDS "OHIO GRANTMAKERS FORUM" FROM THE CORPORATE BY-LAWS AND INSERTING IN THEIR PLACE THE WORDS "PHILANTHROPY OHIO." | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERSHIP OF OHIO GRANTMAKERS FORUM 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 OGF'S 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 OGF'S WEBSITE, WWW.OHIOGRANTMAKERS.ORG. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES OF OHIO GRANTMAKERS FORUM 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 15 | COMPENSATION FOR THE ORGANIZATION'S CEO AND OFFICERS IS ESTABLISHED BY THE EXECUTIVE COMMITTEE USING COMPENSATION SURVEY DATA AND SUBJECT TO APPROVAL BY THE ORGANIZATION'S BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART VI, LINE 10B | ORGANIZATION MAINTAINS A BRANCH OFFICE IN CLEVELAND. | |
| FORM 990, PART IX, LINE 11G | PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 1,729. MANAGEMENT AND GENERAL EXPENSES 264. FUNDRAISING EXPENSES 209. TOTAL EXPENSES 2,202. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 247,074. MANAGEMENT AND GENERAL EXPENSES 4,340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 251,414. | OTHER FEES |
| FORM 990, PART XII, LINE 2A | THE ORGANIZATION'S FINANCIAL STATEMENTS WERE REVIEWED IN THE COURSE OF PERFORMING THE ANNUAL AUDIT. | |
| FROM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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