Civic Intelligence

Philanthropy Ohio

990 • Fiscal year 2020 • EIN 31-1111842

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 09, 2021

500 S Front Street No 900Columbus, OH 43215

(614) 224-1344

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.18x

Higher debt load relative to assets than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

56th percentile

0.18x

Higher debt load relative to revenue than 56% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$149,403

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

70th percentile

18%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,849,418

Up $281,803 (+18%) from 2019

Net Assets

Up

$1,518,714

Up $295,567 (+24%) from 2019

Liabilities

Down

$330,704

Down $13,764 (-4.0%) from 2019

Revenue

Up

$1,866,173

Up $341,134 (+22%) from 2019

Expenses

Down

$1,668,229

Down $173,551 (-9.4%) from 2019

Net Income

Up

$197,944

Up $514,685 (+162%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,050,596Liabilities 2010: $123,473Net Assets 2010: $927,1232010Assets 2011: $1,374,905Liabilities 2011: $460,017Net Assets 2011: $914,8882011Assets 2012: $1,233,116Liabilities 2012: $154,975Net Assets 2012: $1,078,1412012Assets 2014: $941,641Liabilities 2014: $297,544Net Assets 2014: $644,0972014Assets 2015: $1,558,719Liabilities 2015: $364,210Net Assets 2015: $1,194,5092015Assets 2016: $1,350,679Liabilities 2016: $382,930Net Assets 2016: $967,7492016Assets 2017: $1,664,655Liabilities 2017: $536,783Net Assets 2017: $1,127,8722017Assets 2018: $1,854,835Liabilities 2018: $421,673Net Assets 2018: $1,433,1622018Assets 2019: $1,567,615Liabilities 2019: $344,468Net Assets 2019: $1,223,1472019Assets 2020: $1,849,418Liabilities 2020: $330,704Net Assets 2020: $1,518,7142020Assets 2021: $1,895,129Liabilities 2021: $375,867Net Assets 2021: $1,519,2622021Assets 2022: $1,725,898Liabilities 2022: $482,093Net Assets 2022: $1,243,8052022Assets 2024: $1,290,203Liabilities 2024: $233,739Net Assets 2024: $1,056,4642024

Highlighted filing

2020

Assets$1,849,418
Liabilities$330,704
Net Assets$1,518,714

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,986,9932010Expenses 2011: $2,280,1792011Expenses 2012: $1,771,6002012Revenue 2014: $1,682,137Expenses 2014: $1,754,938Net Income 2014: -$72,8012014Revenue 2015: $2,565,117Expenses 2015: $2,009,587Net Income 2015: $555,5302015Revenue 2016: $1,522,257Expenses 2016: $1,756,070Net Income 2016: -$233,8132016Revenue 2017: $1,969,909Expenses 2017: $1,806,751Net Income 2017: $163,1582017Revenue 2018: $2,236,984Expenses 2018: $1,895,113Net Income 2018: $341,8712018Revenue 2019: $1,525,039Expenses 2019: $1,841,780Net Income 2019: -$316,7412019Revenue 2020: $1,866,173Expenses 2020: $1,668,229Net Income 2020: $197,9442020Revenue 2021: $2,152,720Expenses 2021: $2,190,273Net Income 2021: -$37,5532021Revenue 2022: $1,905,309Expenses 2022: $1,953,990Net Income 2022: -$48,6812022Revenue 2024: $1,772,901Expenses 2024: $1,646,345Net Income 2024: $126,5562024

Highlighted filing

2020

Revenue$1,866,173
Expenses$1,668,229
Net Income$197,944
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 9, 2021
Return Version
2020v4.1
Gross Receipts
$1,866,173
Mission and Program Overview

Mission

Philanthropy ohio ("poh") is an association of foundations, corporate giving programs, individuals and organizations actively involved in philanthropy in ohio. Philanthropy ohio's mission is to provide leadership for organized philanthropy in ohio and to enhance the ability of members to fulfill their charitable goals.

To provide leadership for organized philanthropy in ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,094,920$1,220,456▲ $125,536
Cash and Non-Interest-Bearing Accounts$221,446$459,892▲ $238,446
Land, Buildings, and Equipment, Net$116,553$151,820▲ $35,267
Pledges and Grants Receivable$113,240$0▼ $113,240
Prepaid Expenses and Deferred Charges$21,456$17,250▼ $4,206
Total Assets$1,567,615$1,849,418▲ $281,803
Liabilities
Accounts Payable and Accrued Expenses$174,486$227,170▲ $52,684
Deferred Revenue$169,982$103,534▼ $66,448
Total Liabilities$344,468$330,704▼ $13,764
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$866,927$1,154,246▲ $287,319
Net Assets With Donor Restrictions$356,220$364,468▲ $8,248
Total Net Assets Fund Balance$1,223,147$1,518,714▲ $295,567
Total Liabilities and Net Assets / Fund Balance$1,567,615$1,849,418▲ $281,803

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$55,553$58,484$114,037
Other Land Buildings$80,886$13,165$94,051
Equipment$15,381$33,418$48,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah Aubert ThomasPresident & CEOFT$137,281$12,122$149,403
Claudia HerroldChief Communications & PubFT$124,643$11,261$135,904
Steven PhallenCFO (1/1-5/31)FT$42,011$11,437$53,448
Mary DunbarVP Operations (9/16-12/31)FT$32,868$1,302$34,170

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,629,107
Program Service Revenue
$190,519
Investment Income
$30,370
Other Revenue
$16,177
All Other Contributions
$712,255
Change in Net Assets
$197,944

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,862,902
Revenue Not Reported on Financial Statements
$3,271
Revenue Not Reported on Form 990
$97,623
Total Revenue per Audited Statements
$1,960,525
Total Revenue per Form 990
$1,866,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,150,747
Other Expenses$517,482
Total Fundraising Expense$136,911
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$438,162$84,535$57,613$580,310
Current Officers, Directors, Trustees, and Key Employees$281,576$54,325$37,024$372,925
Fees for Services Other$37,624$54,520$212$92,356
Occupancy$67,921$13,398$9,529$90,848
Other Employee Benefits$68,441$13,204$8,999$90,644
Information Technology$41,986$23,897$5,691$71,574
Conferences and Meetings$68,050$368-$68,418
Fees for Services Lobbying$66,074--$66,074
Payroll Taxes$48,537$9,364$6,382$64,283
Pension Plan Contributions$32,154$6,203$4,228$42,585
Depreciation Depletion$19,040$3,756$2,671$25,467
Other Expenses$13,329$2,571$1,753$17,653
Fees for Services Accounting-$15,974-$15,974
Travel$11,174$2,204$1,568$14,946
Office Expenses$8,150$2,731$829$11,710
All Other Expenses$2,934$3,959$412$7,305
Fees for Service Investment Mgmnt Fees-$3,271-$3,271
Fees for Services Legal-$2,063-$2,063
Total Functional Expenses$1,206,118$325,200$136,911$1,668,229

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,668,229
Expenses per Audited Statements$1,664,958
Total Expenses per Audited Statements$1,664,958
Expenses Not Reported on Financial Statements$3,271
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Philanthropy ohio is an association of foundations, corporate giving programs, individuals, united ways and other organizations actively involved in philanthropy in 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 11B

The form 990 is reviewed and approved by the audit committee which presents it to the board of trustees for their review. A final filing copy of the form is provided to each board member via secure web portal and/or e-mail prior to electronic submission of the form to the irs. The form is also displayed on the organization's website, www.philanthropyohio.org.

Form 990, Part VI, Section B, Line 12C

The board of trustees of philanthropy ohio has adopted a conflict of interest policy that applies to board members, staff, and members of a committee with governing board delegated powers. 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 is established by the executive committee using compensation survey data and is subject to approval by the organization's board. Compensation survey data is also used to establish the compensation for the organization's officers.

Form 990, Part VI, Section C, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Philanthropy Ohio
EIN
31-1111842
Phone
6142241344
Address
500 S FRONT STREET NO 900, COLUMBUS, OH 43215

Signing Officer

Name
Deborah Aubert Thomas
Title
President & CEO
Phone
6142241344
Signed
2021-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Aubert Thomas
Formed
1984
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
13
Volunteers
74

Preparer

Firm
Clark Schaefer Hackett & Co
Address
4449 EASTON WAY SUITE 400, COLUMBUS, OH 43219
Preparer
Natosha Dilley
Phone
6148852208
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 10:

The decrease in investment income from 2019 to 2020 was a result of no recognition of realized gains. The organization reports unrealized gain/loss activity on part xi of the form 990. The dividend income between 2019 and 2020 was deemed consistent between the years, thus no unreasonable difference was noted in the decrease in overall investment activity for 2020.

FORM 990, PART XII, LINE 2A:

The organization's financial statements were reviewed in the course of performing the annual audit.

FORM 990, PART XII, LINE 2C:

Process has not changed from the prior year.

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IRS990/Desc0ADVOCATING: SUPPORTING POLICIES TO STRENGTHEN THE CHARITABLE SECTOR, IMPROVE LOCAL COMMUNITIES AND LIFT UP THE ULTIMATE BENEFICIARIES OF PHILANTHROPIC RESOURCES. PHILANTHROPY OHIO (POH) LEAD AND EQUIPPED OUR MEMBERS BY: (1) BRINGING PHILANTHROPY'S VOICE TO KEY EXTERNAL AUDIENCES INCLUDING MEDIA, STATE AND FEDERAL POLICY MAKERS AND THROUGH INTERACTION WITH OHIO'S STATEWIDE OFFICIALS AND CABINET STAFF, INCLUDING SERVING ON THE OHIO ATTORNEY GENERAL'S CHARITABLE ADVISORY COUNCIL, THE OHIO COMPLETE COUNT COMMISSION, OHIO DEPARTMENT OF EDUCATION'S REMOTEDX COORDINATING COUNCIL AND TREASURER SPRAGUE'S RESULTSOHIO ADVISORY COUNCIL ; (2) INFLUENCING STATE POLICY REFORM IN EDUCATION, HEALTH AND HOUSING THROUGH MEMBER-DRIVEN COALITIONS OF MEMBERS; (3) FORMING THE PUBLIC-PRIVATE PARTNERSHIP OHIO COLLABORATIVE FOR EDUCATING REMOTELY AND TRANSFORMING SCHOOLS FUND; AND (5) ADVOCATING FOR POLICIES TO ADDRESS THE COVID-19 PANDEMIC AT STATE AND FEDERAL LEVELS.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18137281
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1942011
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20124643
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2132868
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CFO (1/1-5/31)
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF COMMUNICATIONS & PUB
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP OPERATIONS (9/16-12/31)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0174300
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01866173
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05691
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt023897
IRS990/InformationTechnologyGrp/ProgramServicesAmt041986
IRS990/InformationTechnologyGrp/TotalAmt071574
IRS990/InvestmentIncomeGrp/ExclusionAmt030370
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030370
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01094920
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01220456
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0105067
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0116553
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0151820
IRS990/LandBldgEquipCostOrOtherBssAmt0256887
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0740097
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE, POWERFUL CHANGE AGENTS IN OUR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01223147
IRS990/NetAssetsOrFundBalancesEOYAmt01518714
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt097623
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0866927
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01154246
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt09529
IRS990/OccupancyGrp/ManagementAndGeneralAmt013398
IRS990/OccupancyGrp/ProgramServicesAmt067921
IRS990/OccupancyGrp/TotalAmt090848
IRS990/OfficeExpensesGrp/FundraisingAmt0829
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02731
IRS990/OfficeExpensesGrp/ProgramServicesAmt08150
IRS990/OfficeExpensesGrp/TotalAmt011710
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08999
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013204
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt068441
IRS990/OtherEmployeeBenefitsGrp/TotalAmt090644
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS AND MEMBE
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt01753
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028857
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12571
IRS990/OtherExpensesGrp/ProgramServicesAmt0966
IRS990/OtherExpensesGrp/ProgramServicesAmt113329
IRS990/OtherExpensesGrp/TotalAmt029823
IRS990/OtherExpensesGrp/TotalAmt117653
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt016177
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016177
IRS990/OtherRevenueTotalAmt016177
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt057613
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084535
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0438162
IRS990/OtherSalariesAndWagesGrp/TotalAmt0580310
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06382
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09364
IRS990/PayrollTaxesGrp/ProgramServicesAmt048537
IRS990/PayrollTaxesGrp/TotalAmt064283
IRS990/PensionPlanContributionsGrp/FundraisingAmt04228
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06203
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt032154
IRS990/PensionPlanContributionsGrp/TotalAmt042585
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0113240
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021456
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017250
IRS990/PrincipalOfficerNm0DEBORAH AUBERT THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/BusinessCd2611430
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1OCER FEE
IRS990/ProgramServiceRevenueGrp/Desc2WORKSHOPS/PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0105500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt175688
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29331
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0105500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt175688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29331
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2020 POH OFFERED 58 PROGRAMS, SERVING OVER 1,400 PARTICIPANTS. INCLUDING THE VIRTUAL PHILANTHROPY FORWARD '20 CONFERENCE. IN ADDITION TO THE ANNUAL CONFERENCE, POH OFFERED PROGRAMS IN CORE COMPETENCY AREAS (COMMUNICATIONS, FINANCE & INVESTMENTS, GOVERNANCE, GRANTMAKING, ETC.) AND BY JOB POSITION (SCHOLARSHIP MANAGERS, EXECUTIVE DIRECTORS, ETC.) AND INTEREST AREAS (EQUITY PEER GROUPS, EDUCATION FUNDERS, ETC.), ALL OFFERED VIRTUALLY AFTER THE MARCH SHUT-DOWN. POH ALSO ENHANCED KNOWLEDGE BY ANSWERING 102 REQUESTS FOR INFORMATION IN 2020 AND PRODUCING 143 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING THE OHIO COMMUNITY FOUNDATION ROSTER, A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0400792
IRS990/ProgSrvcAccomActy3Grp/Desc0CONVENING: ENGAGING PEOPLE IN MEANINGFUL CONVERSATIONS, PROVIDING SPACE FOR LEARNING FROM EACH OTHER, COLLABORATING AND STRENGTHENING RELATIONSHIPS IN ORDER TO AMPLIFY IMPACT. POH MAINTAINS SEVERAL ELECTRONIC LISTSERVS THAT ALLOW MEMBERS TO INTERACT WITH PEERS, POSING QUESTIONS AND SEEKING ADVICE. IN 2020, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 368 QUESTIONS AND ANSWERS PROVIDED. PEER GROUPS MET VIRTUALLY, ORGANIZED BY JOB ROLE (SCHOLARSHIP MANAGERS, EXECUTIVE DIRECTORS, ETC.) AND INTERESTS (EQUITY PEER GROUPS, EDUCATION FUNDERS, ETC.).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0194155
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01184169
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt054071
IRS990/PYOtherExpensesAmt0747193
IRS990/PYOtherRevenueAmt01223
IRS990/PYProgramServiceRevenueAmt0285576
IRS990/PYRevenuesLessExpensesAmt0-316741
IRS990/PYSalariesCompEmpBnftPaidAmt01094587
IRS990/PYTotalExpensesAmt01841780
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01525039
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0197944
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.29$0.23$1.06$1.77$1.65$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.48$1.24$1.91$1.95$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.38$1.52$2.15$2.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.33$1.52$1.87$1.67$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.34$1.22$1.53$1.84$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.85$0.42$1.43$2.24$1.90$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.66$0.54$1.13$1.97$1.81$0.16
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.35$0.38$0.97$1.52$1.76$0.23
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.36$1.19$2.57$2.01$0.56
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.30$0.64$1.68$1.75$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.15$1.08$1.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.46$0.91$2.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.12$0.93$1.99