2011-08-15T14:02:12-05:00 2010-12-31 SCHNEIDER DOWNS & CO INC 41 S HIGH ST STE 2100 COLUMBUS OH 43215 990 2010-01-01 311111842 OHIO GRANTMAKERS FORUM OHIO 6142241344 37 W BROAD STREET NO 800 COLUMBUS OH 43215 GEORGE E ESPY 6142241344 2011-07-27 1 TOD E WILSON 6146214060 2010 2016-02-24 21:20:13Z GEORGE E ESPY 37 W BROAD STREET SUITE 800 COLUMBUS OH 43215 1631194 0 X WWW.OHIOGRANTMAKERS.ORG X 1984 OH OHIO GRANTMAKERS FORUM IS AN ASSOCIATION OF FOUNDATIONS, CORPORATE CONTRIBUTIONS PROGRAMS AND OTHER GRANT MAKING ORGANIZATIONS. ITS MISSION IS TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO AND TO ENHANCE THE ABILITY OF MEMBERS TO FULFILL THEIR CHARITABLE GOALS. 16 16 15 147 59727 16716 2246806 1286499 567984 330678 9950 4181 8338 694 2833078 1622052 830000 0 0 0 1014098 938500 0 0 134445 650159 1048493 2494257 1986993 338821 -364941 1565610 1050596 273546 123473 1292064 927123 X OGF ACCOMPLISHES ITS MISSION BY PROVIDING PROGRAMS AND SERVICES TO ITS MEMBERS AND LEADERSHIP TO THE PHILANTHROPIC SECTOR OF OHIO. 2010 ACTIVITIES WERE CONCENTRATED IN THE FOLLOWING FOCUS AREAS. 0 0 569821 87042 EDUCATION: IN 2010, OGF OFFERED 131 PROGRAMS, SERVING OVER 1,793 PARTICIPANTS. 213 PEOPLE ATTENDED THE 2010 OHIO GRANTMAKERS FORUM ANNUAL CONFERENCE,COMPRISED OF MORE THAN 30 WORKSHOPS, SITE VISITS, AND A CLOSING LUNCHEON ATTENDED BY 60 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. 677614 62245 LEADERSHIP FOR OHIOS PHILANTHROPIC SECTOR: OGF PROVIDED LEADERSHIP FOR ORGANIZED PHILANTHROPY IN THE STATE BY (1) SERVING AS A SPOKESPERSON FOR FOUNDATIONS AMONG VARIOUS EXTERNAL AUDIENCES, INCLUDING PLACING ARTICLES IN THE PUBLIC MEDIA (55 MEDIA STORIES IN 2010), 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) OGF PRESIDENT GEORGE E. ESPY CHAIRED THE ATTORNEY GENERAL'S CHARITABLE ADVISORY COUNCIL, A 14-MEMBER GROUP THAT ADVISED AG CORDRAY ON MATTERS PERTAINING TO OHIOS CHARITIES; (3) 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. 332573 KNOWLEDGE MANAGEMENT: OGF ANSWERED 119 REQUESTS FOR INFORMATION IN 2010, PRODUCED 36 NEWSLETTERS CONTAINING OVER 400 ARTICLES, A GRANTMAKING OUTLOOK 2010 REPORT, OHIO COMMUNITY FOUNDATION ROSTER, 4-STATE AND OHIO SPECIFIC SALARY SURVEY, AND OHIO: STATE OF PHILANTHROPY 2010. OGF'S WEBSITE WAS A LEADING SOURCE OF KNOWLEDGE, PROVIDING ACCESS TO OVER 600 SAMPLE DOCUMENTS AND REFERENCE MATERIALS. OGF'S 7 ELECTRONIC LISTSERVS ALLOWED MEMBERS TO LEARN FROM PEERS, WITH 423 PARTICIPATING BY EITHER ASKING OR ANSWERING QUESTIONS. 83141 PUBLIC POLICY AND EXTERNAL RELATIONS 83141 1663149 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 15 1 1 1 0 0 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 X 0 0 0 DENISE SAN ANTONIO ZEMAN X 0 0 0 LEAH S GARY X 0 0 0 J SCOTT MCREYNOLDS X 0 0 0 DAVID T ABBOTT X 0 0 0 ANGELA R CLEMENTS X 0 0 0 KIMBERLY E CUTLIP X 0 0 0 CHAD JESTER X 0 0 0 MELISSA A KLEPTZ X 0 0 0 RICHARD W POGUE X 0 0 0 RONALD B RICHARD X 0 0 0 MICHAEL G SHINN X 0 0 0 JANELLE N SIMMONS X 0 0 0 MARY SOBECKI X 0 0 0 STUART W CORDELL X 0 0 0 GORDON WEAN X 0 0 0 GEORGE E ESPY 48.00 X 133039 0 15962 ANDREW C PHELAN III 40.00 X 61045 0 12220 NEVA HORNBECK 40.00 X 21630 0 845 215714 0 29027 1 0 0 0 LGA CONSULTING LLC 7810 HOLISTON COURT DUBLIN OH 43016 CONSULTING 104169 1 632579 653920 1286499 ANNUAL CONFERENCE 611430 209542 87042 122500 SPECIAL PROJECT REVENU 561000 112191 52464 59727 WORKSHOPS/PUBLICATIONS 611430 8945 8945 330678 4181 4181 9000 9142 -142 -142 -142 MISCELLANEOUS INCOME 900099 836 836 836 1622052 149287 59727 126539 244741 195475 27497 21769 527368 422181 58709 46478 32158 25244 3859 3055 79727 62586 9567 7574 54506 42787 6541 5178 9935 9935 399 399 47669 37869 5470 4330 17239 13533 2068 1638 77072 60502 9249 7321 12718 12718 120164 120164 6611 5190 793 628 5161 707 4454 UNRELATED BUSINESS INCO 5150 5150 SPECIAL PROJECTS 649457 578073 41384 30000 GRANTS EXPENSE 27884 27465 419 DUES AND SUBSCRIPTIONS 17046 13381 2046 1619 EQUIPMENT MAINTENANCE A 16497 12950 1980 1567 35491 27174 5029 3288 1986993 1663149 189399 134445 1186798 801566 352289 236789 13588 4464 173596 165819 12935 7777 1565610 1050596 117839 74818 155707 48655 273546 123473 X 741963 689784 550101 237339 1292064 927123 1565610 1050596 X -364941 X 0 1 1 X 0 X 1532343 1012067 1521617 2358306 1408999 7833332 1532343 1012067 1521617 2358306 1408999 7833332 1640794 6192538 9600 11385 11119 9950 4181 46235 180 179 490 8338 9836 19023 7898590 1361765 0.78400 0.78890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8001 8001 1662324 1670325 233516 58379 0 0 233516 233516 350274 8001 8001 58379 58379 87569 33278 31870 1408 102593 98221 4372 37725 35728 1997 7777 1622052 1986993 -364941 0 -364941 1631194 9142 9142 1622052 0 1622052 1996135 9142 9142 1986993 0 1986993 PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 9,142. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 9,142. DECREASE IN REVENUE, EXPENSE AND NET ASSETS: FORM 990, PART I, LINE 22 IN 2009, THE ORGANIZATION RECEIVED A GRANT TOTALING $1,000,000 FROM THE BILL & MELINDA GATES FOUNDATION, WHICH THE ORGANIZATION SUBGRANTED $830,000 DURING 2009 TO OTHER NON-PROFIT ORGANIZATIONS. NO FUNDING WAS RECEIVED DURING 2010 FROM THE BILL & MELINDA GATES FOUNDATION. 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. PART XI, LINE 2A THE ORGANIZATION'S FINANCIAL STATEMENTS WERE REVIEWED IN THE COURSE OF PERFORMING THE ANNUAL AUDIT.