PHILANTHROPY OHIO: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
PHILANTHROPY OHIO (EIN 31-1111842)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-10-31
IRS object ID
201233059349301018
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-10-31T13:19:21-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN251408703EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line141 S HIGH ST STE 2100AddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code43215ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311111842EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1OHIO GRANTMAKERS FORUMBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlOHIONameControl
Phone6142241344Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line137 W BROAD STREET NO 800AddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code43215ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGEORGE E ESPYName
TitlePRESIDENTTitle
Phone6142241344Phone
Date Signed2012-10-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMAUREEN L THOMASName
Phone6146214060Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonGEORGE E ESPYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line137 W BROAD STREET SUITE 800AddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code43215ZIPCode
FieldValueIRS element (for citing)
Gross Receipts2267944GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.OHIOGRANTMAKERS.ORGWebSite
Type Of Organization AssociationXTypeOfOrganizationAssociation
Year Formation1984YearFormation
State Legal DomicileOHStateLegalDomicile
Activity Or Mission DescriptionOHIO 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 Body16NbrVotingMembersGoverningBody
Nbr Independent Voting Members16NbrIndependentVotingMembers
Total Nbr Employees12TotalNbrEmployees
Total Nbr Volunteers153TotalNbrVolunteers
Total Gross UBI5226TotalGrossUBI
Net Unrelated Business Txbl Income1726NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1286499ContributionsGrantsPriorYear
Contributions Grants Current Year1943996ContributionsGrantsCurrentYear
Program Service Revenue Prior Year330678ProgramServiceRevenuePriorYear
Program Service Revenue CY310432ProgramServiceRevenueCY
Investment Income Prior Year4181InvestmentIncomePriorYear
Investment Income Current Year3333InvestmentIncomeCurrentYear
Other Revenue Prior Year694OtherRevenuePriorYear
Other Revenue Current Year10183OtherRevenueCurrentYear
Total Revenue Prior Year1622052TotalRevenuePriorYear
Total Revenue Current Year2267944TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY615000GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year938500SalariesEtcPriorYear
Salaries Etc Current Year961229SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year112753TotalFundrsngExpCurrentYear
Other Expense Prior Year1048493OtherExpensePriorYear
Other Expenses Current Year703950OtherExpensesCurrentYear
Total Expenses Prior Year1986993TotalExpensesPriorYear
Total Expenses Current Year2280179TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-364941RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-12235RevenuesLessExpensesCY
Total Assets BOY1050596TotalAssetsBOY
Total Assets EOY1374905TotalAssetsEOY
Total Liabilities BOY123473TotalLiabilitiesBOY
Total Liabilities EOY460017TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY927123NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY914888NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionOGF ACCOMPLISHES ITS MISSION BY PROVIDING PROGRAMS AND SERVICES TO ITS MEMBERS AND LEADERSHIP TO THE PHILANTHROPIC SECTOR OF OHIO. 2011 ACTIVITIES WERE CONCENTRATED IN THE FOLLOWING FOCUS AREAS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense576227Expense
Revenue165354Revenue
DescriptionEDUCATION IN 2011: OGF OFFERED 133 PROGRAMS, SERVING OVER 1,682 PARTICIPANTS. 197 PEOPLE ATTENDED THE 2011 OHIO GRANTMAKERS FORUM ANNUAL CONFERENCE,COMPRISED OF MORE THAN 30 WORKSHOPS, SITE VISITS, AND A CLOSING LUNCHEON ATTENDED BY 66 NONPROFIT LEADERS. 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

FieldValueIRS element (for citing)
Expense986360Expense
Grants615000Grants
Revenue145078Revenue
DescriptionLEADERSHIP FOR OHIO'S PHILANTHROPIC SECTOR: OGF PROVIDED LEADERSHIP FOR ORGANIZED PHILANTHROPY IN THE STATE BY (1) SERVING AS ASPOKESPERSON FOR FOUNDATIONS AMONG VARIOUS EXTERNAL AUDIENCES, INCLUDING PLACING ARTICLES IN THE PUBLIC MEDIA (22 MEDIA STORIES IN 2011), 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

FieldValueIRS element (for citing)
Expense359392Expense
DescriptionKNOWLEDGE MANAGEMENT: OGF ANSWERED 164 REQUESTS FOR INFORMATION IN 2011, PRODUCED 64 NEWSLETTERS READ BY OVER 1,300 PEOPLE, AGRANTMAKING OUTLOOK 2011 REPORT, OHIO COMMUNITY FOUNDATION ROSTER, STATE AND OHIO SPECIFIC SALARY SURVEY, AND OHIO STATE OFPHILANTHROPY 2011. OGF'S WEBSITE WAS A LEADING SOURCE OF KNOWLEDGE, PROVIDING ACCESS TO OVER 600 SAMPLE DOCUMENTS AND REFERENCEMATERIALS. OGF'S 7 ELECTRONIC LISTSERVS ALLOWED MEMBERS TO LEARN FROM PEERS, WITH 419 PARTICIPATING BY EITHER ASKING OR ANSWERING QUESTIONSDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense90174Expense
DescriptionPUBLIC POLICY AND EXTERNAL RELATIONSDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp90174TotalOfOtherProgramServiceExp
Total Program Service Expense2012153TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees12NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income1UnrelatedBusinessIncome
Form990-T Filed1Form990-TFiled
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members16NbrVotingGoverningBodyMembers
Number Independent Voting Members16NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledOHStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1STEVEN PHALLENBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6142241344TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line137 WEST BROAD STREETAddressLine1
CityCOLUMBUSCity
StateOHState
ZIP Code43215ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficer
HEIDI B JARK
CHAIR1.00X000
DENISE SAN ANTONIO ZEMAN
VICE CHAIR1.00X000
LEAH S GARY
SECRETARY1.00X000
J SCOTT MCREYNOLDS
TREASURER1.00X000
DAVID T ABBOTT
TRUSTEE1.00X000
ANGELA R CLEMENTS
TRUSTEE1.00X000
KIMBERLY E CUTLIP
TRUSTEE1.00X000
BARRY DOGGETT
TRUSTEE1.00X000
CHAD JESTER
TRUSTEE1.00X000
MELISSA A KLEPTZ
TRUSTEE1.00X000
RICHARD W POGUE
TRUSTEE1.00X000
RONALD B RICHARD
TRUSTEE1.00X000
MICHAEL G SHINN
TRUSTEE1.00X000
JANELLE N SIMMONS
TRUSTEE1.00X000
MARY SOBECKI
TRUSTEE1.00X000
DEBORAH VESY
TRUSTEE1.00X000
GORDON WEAN
TRUSTEE1.00X000
GEORGE E ESPY
PRESIDENT48.00136043013425X
STEVEN PHALLEN
VP - OPERATIONS40.007800001350X
NEVA HORNBECK
DIRECTOR FINANCE & ADMINIS40.001250000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org226543TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation14775TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1LGA CONSULTING LLCBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line17810 HOLISTON COURTAddressLine1
CityDUBLINCity
StateOHState
ZIP Code43016ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesCONSULTINGDescriptionOfServices
Compensation109442Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
Membership Dues614483MembershipDues
All Other Contributions1329513AllOtherContributions
Total Contributions1943996TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeExclusionExclusionAmountUnrelated Business RevenueUnrelatedBusinessRevenue
ANNUAL CONFERENCE61143018884574845$114,000
SPECIAL PROJECT REVENU561000104126989005226
WORKSHOPS/PUBLICATIONS6114301746117461
FieldValueIRS element (for citing)
Total Program Service Revenue310432TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3333TotalRevenueColumn
Related Or Exempt Function Income3333RelatedOrExemptFunctionIncome

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real9358Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real0Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real9358Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column9358TotalRevenueColumn
Exclusion$9,358ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS INCOMEDescription
Business Code900099BusinessCode
Total Revenue Column825TotalRevenueColumn
Related Or Exempt Function Income825RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue825TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2267944TotalRevenueColumn
Related Or Exempt Function Income195364RelatedOrExemptFunctionIncome
Unrelated Business Revenue5226UnrelatedBusinessRevenue
Exclusion$123,358ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total615000Total
Program Services615000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total241194Total
Program Services191509ProgramServices
Management And General27725ManagementAndGeneral
Fundraising21960Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total518916Total
Program Services412042ProgramServices
Management And General59655ManagementAndGeneral
Fundraising47219Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total52031Total
Program Services41360ProgramServices
Management And General5956ManagementAndGeneral
Fundraising4715Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total90462Total
Program Services71911ProgramServices
Management And General10354ManagementAndGeneral
Fundraising8197Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total58626Total
Program Services46603ProgramServices
Management And General6711ManagementAndGeneral
Fundraising5312Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total13844Total
Management And General13844ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total352513Total
Program Services346063ProgramServices
Management And General3600ManagementAndGeneral
Fundraising2850Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total39680Total
Program Services31607ProgramServices
Management And General4316ManagementAndGeneral
Fundraising3757Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total30882Total
Program Services24843ProgramServices
Management And General3371ManagementAndGeneral
Fundraising2668Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total83148Total
Program Services65271ProgramServices
Management And General9978ManagementAndGeneral
Fundraising7899Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total19299Total
Program Services15268ProgramServices
Management And General1998ManagementAndGeneral
Fundraising2033Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total69435Total
Program Services68692ProgramServices
Management And General415ManagementAndGeneral
Fundraising328Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total5010Total
Program Services3933ProgramServices
Management And General601ManagementAndGeneral
Fundraising476Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total5018Total
Program Services4079ProgramServices
Management And General524ManagementAndGeneral
Fundraising415Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
UBI TAX20672067
MEMBERSHIPS235831868927322162
WORKSHOPS2043820438
PROFESSIONAL DEVELOPMEN153581258315491226

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total23675Total
Program Services20195ProgramServices
Management And General1944ManagementAndGeneral
Fundraising1536Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2280179Total
Program Services2012153ProgramServices
Management And General155273ManagementAndGeneral
Fundraising112753Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY801566BOY
EOY334204EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY236789BOY
EOY572290EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY4464BOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis173596LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec170828LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY7777BOY
EOY2768EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY452868EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY12775EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1050596BOY
EOY1374905EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY74818BOY
EOY63245EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
EOY279276EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY48655BOY
EOY104721EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY0BOY
EOY12775EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY123473BOY
EOY460017EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY689784BOY
EOY614586EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY237339BOY
EOY300302EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY927123BOY
EOY914888EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1050596BOY
EOY1374905EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-12235ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1012067CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1521617CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2358306CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1408999CurrentTaxYearMinus1Year
Current Tax Year2048122CurrentTaxYear
Total8349111Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1012067CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1521617CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2358306CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1408999CurrentTaxYearMinus1Year
Current Tax Year2048122CurrentTaxYear
Total8349111Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1414104AmountsSubstContributorsTotal
Public Support Total1706935007PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11385CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11119CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years9950CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4181CurrentTaxYearMinus1Year
Current Tax Year3333CurrentTaxYear
Total39968Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years179CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years490CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years8338CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year9836CurrentTaxYearMinus1Year
Current Tax Year27644CurrentTaxYear
Total46487Total
FieldValueIRS element (for citing)
Total Support8435566TotalSupport
Gross Receipts From Admissions Etc1328752GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.82210PublicSupportPertcentage170
Public Support Pertcent Prior Year0.78400PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures0PoliticalExpenditures

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus1233516CurrentYearMinus1
Total233516Total
FieldValueIRS element (for citing)
Lobbying Ceiling$350,274LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus18001CurrentYearMinus1
Total8001Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus158379CurrentYearMinus1
Total58379Total
FieldValueIRS element (for citing)
Grassroots Ceiling$87,569GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis33278OtherCostOrOtherBasis
Depreciation33278Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis102593OtherCostOrOtherBasis
Depreciation101188Depreciation
Book Value1405BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis37725OtherCostOrOtherBasis
Depreciation36362Depreciation
Book Value1363BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2768TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionAMOUNTS HELD ON BEHALF OF OTHERSDescription
Amount$12,775Amount
FieldValueIRS element (for citing)
Total Of Amounts12775TotalOfAmounts
Total Revenue2267944TotalRevenue
Total Expenses2280179TotalExpenses
Excess Or Deficit For Year-12235ExcessOrDeficitForYear
Excess Or Deficit Per FS-12235ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt2267944TotRevenueEtcAuditedFinclStmt
Revenue Not Rptd F9900RevenueNotRptdF990
Revenue Subtotal2267944RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902267944TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2280179TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal2280179ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902280179TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENTS OF ACTIVITIES AND CHANGE IN THE NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2011 AND 2010 RELATED TO UNCERTAIN TAX POSITIONS. THE STATUTORY TAX YEARS REMAIN OPEN TO EXAMINATION.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENT EXPENSE
PART XIII, LINE 2D - OTHER ADJUSTMENTS:RENT EXPENSE

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained0RecordsMaintained

Recipient Table RecipientTable (5 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
OHIO ALLIANCE FOR PUBLIC CHARTER SCHOOLS
33 N HIGH STREETCOLUMBUSOH43215205895253125000IN SUPPORT OF EDUCATION INITIATIVES
BUSINESS ALLIANCE FOR HIGHER EDUCATION AND THE ECONOMY
SOUTH HIGH STREET SUITE 2240COLUMBUSOH43215203642989125000IN SUPPORT OF EDUCATION INITIATIVES
FORDHAM FOUNDATION
400 E FIFTH STREET SUITE 250DAYTONOH45402316032844120000IN SUPPORT OF EDUCATION INITIATIVES
KIDSOHIO
22 E GAY STREET STE 600COLUMBUSOH43215020575227125000IN SUPPORT OF EDUCATION INITIATIVES
KNOWLEDGEWORKS FOUNDATION
ONE WEST FOURTH STREET SUITE 200COLUMBUSOH45202311321973120000IN SUPPORT OF EDUCATION INITIATIVES
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants5TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: TO RECEIVE A GRANT FROM OHIO GRANTMAKERS FORM ELIGIBLE ORGANIZATIONS ARE REQUIRED TO SUBMIT PROPOSALS THAT INCLUDE CONFIRMATION THAT THEIR MISSION ALIGNS WITH THE SCOPE OF THE PROPOSED WORK, THAT THEY HAVE SUFFICIENT CAPACITY TO EXECUTE THE WORK AND A DESCRIPTION OF ACTIVITIES, MEASURABLE DELIVERABLES AND MILESTONES PROPOSED. IF A GRANT IS MADE, THE ORGANIZATION MUST SUBMIT BOTH A PROGRESS AND A FINAL REPORT ON ITS GRANT FUNDED ACTIVITIES. TO BE DEEMED SATISFACTORY, THE REPORT MUST DEMONSTRATE MEANINGFUL PROGRESS AGAINST THE MILESTONES CONTAINED IN THE GRANT AGREEMENT AND PROPOSAL, AN ANALYSIS OF THE INITIAL BUDGET, BUDGET EXPENDITURES AND/OR ANY MODIFICATIONS THAT WERE APPROVED TO THE ORIGINAL SCOPE OF WORK.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART IV, LINE 4:ORGANIZATION HAD A 501(H) ELECTION IN EFFECT DURING THE TAX YEAR.
FORM 990, PART V, LINE 6A:THE ORGANIZATION HAS ANNUAL GROSS RECEIPTS THAT ARE NORMALLY GREATER THAN $100,000.
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERSHIP OF OHIO GRANTMAKERS FORUM CONSISTS OF FOUNDATIONS, CORPORATE CONTRIBUTIONS PROGRAMS AND OTHER GRANTMAKING ORGANIZATIONS FROM THE STATE OF OHIO.
FORM 990, PART VI, SECTION A, LINE 7AMEMBERS MEET ANNUALLY TO ELECT MEMBERS OF THE ORGANIZATION'S GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CTHE BOARD OF TRUSTEES OF OHIO GRANTMAKERS FORUM HAS ADOPTED A CONFLICT OF INTEREST POLICY 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 CONLFICT APPROPRIATE ACTION WOULD BE TAKEN CONSISTENT WITH THE REQUIREMENTS OF THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION 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 19DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST, ON OUR WEBSITE AND GUIDESTAR.ORG.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.