2012-10-31T13:19:21-05:00 2011-12-31 251408703 SCHNEIDER DOWNS & CO INC 41 S HIGH ST STE 2100 COLUMBUS OH 43215 990 2011-01-01 311111842 OHIO GRANTMAKERS FORUM OHIO 6142241344 37 W BROAD STREET NO 800 COLUMBUS OH 43215 GEORGE E ESPY 6142241344 2012-10-09 1 MAUREEN L THOMAS 6146214060 2011 2016-02-24 21:20:13Z GEORGE E ESPY 37 W BROAD STREET SUITE 800 COLUMBUS OH 43215 2267944 0 X WWW.OHIOGRANTMAKERS.ORG X 1984 OH 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. 16 16 12 153 5226 1726 1286499 1943996 330678 310432 4181 3333 694 10183 1622052 2267944 0 615000 0 0 938500 961229 0 0 112753 1048493 703950 1986993 2280179 -364941 -12235 1050596 1374905 123473 460017 927123 914888 X OGF 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. 0 0 576227 165354 EDUCATION 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. 986360 615000 145078 LEADERSHIP 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. 359392 KNOWLEDGE 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 QUESTIONS 90174 PUBLIC POLICY AND EXTERNAL RELATIONS 90174 2012153 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 12 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X STEVEN PHALLEN 6142241344 37 WEST BROAD STREET COLUMBUS OH 43215 HEIDI B JARK 1.00 X 0 0 0 DENISE SAN ANTONIO ZEMAN 1.00 X 0 0 0 LEAH S GARY 1.00 X 0 0 0 J SCOTT MCREYNOLDS 1.00 X 0 0 0 DAVID T ABBOTT 1.00 X 0 0 0 ANGELA R CLEMENTS 1.00 X 0 0 0 KIMBERLY E CUTLIP 1.00 X 0 0 0 BARRY DOGGETT 1.00 X 0 0 0 CHAD JESTER 1.00 X 0 0 0 MELISSA A KLEPTZ 1.00 X 0 0 0 RICHARD W POGUE 1.00 X 0 0 0 RONALD B RICHARD 1.00 X 0 0 0 MICHAEL G SHINN 1.00 X 0 0 0 JANELLE N SIMMONS 1.00 X 0 0 0 MARY SOBECKI 1.00 X 0 0 0 DEBORAH VESY 1.00 X 0 0 0 GORDON WEAN 1.00 X 0 0 0 GEORGE E ESPY 48.00 X 136043 0 13425 STEVEN PHALLEN 40.00 X 78000 0 1350 NEVA HORNBECK 40.00 X 12500 0 0 226543 0 14775 1 0 0 0 LGA CONSULTING LLC 7810 HOLISTON COURT DUBLIN OH 43016 CONSULTING 109442 1 614483 1329513 1943996 ANNUAL CONFERENCE 611430 188845 74845 114000 SPECIAL PROJECT REVENU 561000 104126 98900 5226 WORKSHOPS/PUBLICATIONS 611430 17461 17461 310432 3333 3333 9358 0 9358 9358 9358 MISCELLANEOUS INCOME 900099 825 825 825 2267944 195364 5226 123358 615000 615000 241194 191509 27725 21960 518916 412042 59655 47219 52031 41360 5956 4715 90462 71911 10354 8197 58626 46603 6711 5312 13844 13844 352513 346063 3600 2850 39680 31607 4316 3757 30882 24843 3371 2668 83148 65271 9978 7899 19299 15268 1998 2033 69435 68692 415 328 5010 3933 601 476 5018 4079 524 415 UBI TAX 2067 2067 MEMBERSHIPS 23583 18689 2732 2162 WORKSHOPS 20438 20438 PROFESSIONAL DEVELOPMEN 15358 12583 1549 1226 23675 20195 1944 1536 2280179 2012153 155273 112753 801566 334204 236789 572290 4464 173596 170828 7777 2768 452868 0 12775 1050596 1374905 74818 63245 279276 48655 104721 0 12775 123473 460017 X 689784 614586 237339 300302 927123 914888 1050596 1374905 -12235 0 X X 0 1 1 X 0 X 1012067 1521617 2358306 1408999 2048122 8349111 1012067 1521617 2358306 1408999 2048122 8349111 1414104 6935007 11385 11119 9950 4181 3333 39968 179 490 8338 9836 27644 46487 8435566 1328752 0.82210 0.78400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 233516 233516 350274 8001 8001 58379 58379 87569 33278 33278 0 102593 101188 1405 37725 36362 1363 2768 AMOUNTS HELD ON BEHALF OF OTHERS 12775 12775 2267944 2280179 -12235 -12235 2267944 0 2267944 0 2267944 2280179 0 2280179 0 2280179 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 0 OHIO ALLIANCE FOR PUBLIC CHARTER SCHOOLS 33 N HIGH STREET COLUMBUS OH 43215 205895253 125000 IN SUPPORT OF EDUCATION INITIATIVES BUSINESS ALLIANCE FOR HIGHER EDUCATION AND THE ECONOMY SOUTH HIGH STREET SUITE 2240 COLUMBUS OH 43215 203642989 125000 IN SUPPORT OF EDUCATION INITIATIVES FORDHAM FOUNDATION 400 E FIFTH STREET SUITE 250 DAYTON OH 45402 316032844 120000 IN SUPPORT OF EDUCATION INITIATIVES KIDSOHIO 22 E GAY STREET STE 600 COLUMBUS OH 43215 020575227 125000 IN SUPPORT OF EDUCATION INITIATIVES KNOWLEDGEWORKS FOUNDATION ONE WEST FOURTH STREET SUITE 200 COLUMBUS OH 45202 311321973 120000 IN SUPPORT OF EDUCATION INITIATIVES 5 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE 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. 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 6 THE 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 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 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 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, ON OUR WEBSITE AND GUIDESTAR.ORG.