Civic Intelligence

Philanthropy Ohio

990 • Fiscal year 2023 • EIN 31-1111842

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

500 S Front Street 900Columbus, OH 43215

(614) 224-1344

Siviq Scores

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

Liabilities / Assets

71st percentile

0.25x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$161,477

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

6th percentile

-24%

Faster asset growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

30th percentile

-5.6%

Faster revenue growth than 30% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$1,303,059

Down $422,839 (-24%) from 2022

Net Assets

Down

$976,025

Down $267,780 (-22%) from 2022

Liabilities

Down

$327,034

Down $155,059 (-32%) from 2022

Revenue

Down

$1,799,008

Down $106,301 (-5.6%) from 2022

Expenses

Up

$2,102,098

Up $148,108 (+7.6%) from 2022

Net Income

Down

-$303,090

Down $254,409 (-523%) from 2022

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 2023: $1,303,059Liabilities 2023: $327,034Net Assets 2023: $976,0252023Assets 2024: $1,290,203Liabilities 2024: $233,739Net Assets 2024: $1,056,4642024

Highlighted filing

2023

Assets$1,303,059
Liabilities$327,034
Net Assets$976,025

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 2023: $1,799,008Expenses 2023: $2,102,098Net Income 2023: -$303,0902023Revenue 2024: $1,772,901Expenses 2024: $1,646,345Net Income 2024: $126,5562024

Highlighted filing

2023

Revenue$1,799,008
Expenses$2,102,098
Net Income-$303,090
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$2,113,981
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$879,416$617,414▼ $262,002
Cash and Non-Interest-Bearing Accounts$281,195$368,523▲ $87,328
Land, Buildings, and Equipment, Net$196,680$149,586▼ $47,094
Pledges and Grants Receivable$184,000$23,182▼ $160,818
Prepaid Expenses and Deferred Charges$2,880$3,750▲ $870
Total Assets$1,725,898$1,303,059▼ $422,839
Other Assets Total$181,727$140,604▼ $41,123
Liabilities
Other Liabilities$246,865$186,687▼ $60,178
Deferred Revenue$33,805$71,792▲ $37,987
Unsecured Notes Loans Payable-$46,162-
Accounts Payable and Accrued Expenses$201,423$22,393▼ $179,030
Total Liabilities$482,093$327,034▼ $155,059
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$887,594$776,398▼ $111,196
Net Assets With Donor Restrictions$356,211$199,627▼ $156,584
Total Net Assets Fund Balance$1,243,805$976,025▼ $267,780
Total Liabilities and Net Assets / Fund Balance$1,725,898$1,303,059▼ $422,839

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$123,782$48,100$171,882
Leasehold Improvements$22,937$91,100$114,037
Equipment$2,867$48,257$51,124
Other Assets Org$10,557--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah Aubert ThomasPresident & CEOFT$149,296$12,181$161,477
Mary DunbarSenior VP Operations & StrategyFT$106,965$8,769$115,734

Board Members and Trustees

NameTitle
Brady GrovesChair
Steven MooreVice Chair
Amy EymanBoard Member
Anthony RichardsonBoard Member
Benjamin KroeckBoard Member
Brian WagnerBoard Member
Brittany LovettBoard Member
Constance HawkBoard Member
Jill MillerBoard Member
Karen WhiteBoard Member
Keith BurwellBoard Member
Kristen RostBoard Member
Megan WilsonBoard Member
PATRICIA O'BRIENBoard Member
Stephen WilliamsBoard Member
Su LokBoard Member
Timothy TrambleBoard Member
Meghan CummingsAt-large
Denise GriggsSecretary
Michelle LovelyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,354,756
Program Service Revenue
$399,667
Investment Income
$29,524
Other Revenue
$15,061
All Other Contributions
$624,441
Change in Net Assets
$-303,090

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,792,188
Revenue Not Reported on Financial Statements
$6,820
Revenue Not Reported on Form 990
$35,310
Total Revenue per Audited Statements
$1,827,498
Total Revenue per Form 990
$1,799,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,397,186
Other Expenses$704,912
Total Fundraising Expense$287,525
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$456,782$238,963$151,619$847,364
Current Officers, Directors, Trustees, and Key Employees$149,435$78,176$49,601$277,212
Conferences and Meetings$217,131--$217,131
Other Employee Benefits$90,804$47,504$30,140$168,448
Occupancy$59,236$28,129$11,913$99,278
Information Technology$32,562$53,711$6,549$92,822
Payroll Taxes$44,583$23,324$14,798$82,705
Fees for Services Lobbying$64,461--$64,461
Depreciation Depletion$28,100$13,343$5,651$47,094
Other Expenses$17,427$9,117$5,785$32,329
Office Expenses$13,676$10,723$2,750$27,149
Travel$15,922$7,561$3,202$26,685
Fees for Services Accounting-$24,568-$24,568
Pension Plan Contributions$11,567$6,051$3,839$21,457
Fees for Services Other$13,211$5,408$638$19,257
All Other Expenses$5,171$2,458$1,040$8,669
Fees for Service Investment Mgmnt Fees-$6,820-$6,820
Fees for Services Legal-$4,253-$4,253
Total Functional Expenses$1,253,637$560,936$287,525$2,102,098

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,102,098
Expenses per Audited Statements$2,095,278
Total Expenses per Audited Statements$2,095,278
Expenses Not Reported on Financial Statements$6,820
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$177,514
Finance Lease Liability$9,173
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 900, COLUMBUS, OH 43215

Signing Officer

Name
Steven Moore
Title
Chair
Phone
6142241344
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Aubert Thomas
Formed
1984
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
15
Volunteers
154

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

Process has not changed from the prior year.

Raw XML AppendixShowing 400 of 641 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0SUPPORTING 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 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; (2) ADVOCATING FOR STATE POLICY REFORM IN EDUCATION, HEALTH AND HOUSING THROUGH MEMBER-DRIVEN COALITIONS; (3) ADVOCATING FOR STATE AND FEDERAL POLICY REFORM RELATED TO CHARITABLE GIVING AND THE PHILANTHROPIC SECTOR THROUGH OUR MEMBER-DRIVEN PUBLIC POLICY COMMITTEE.
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IRS990/Form990PartVIISectionAGrp/PersonNm20DEBORAH AUBERT THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm21MARY DUNBAR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20149296
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21106965
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/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19AT-LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt21SENIOR VP OPERATIONS & STRATEGY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt09160
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0324133
IRS990/GrossReceiptsAmt02113981
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt06549
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt053711
IRS990/InformationTechnologyGrp/ProgramServicesAmt032562
IRS990/InformationTechnologyGrp/TotalAmt092822
IRS990/InvestmentIncomeGrp/ExclusionAmt020364
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020364
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0879416
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0617414
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0187457
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0196680
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0149586
IRS990/LandBldgEquipCostOrOtherBssAmt0337043
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0314973
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0730315
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE PARTNERS FOR CHANGE IN OUR COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01243805
IRS990/NetAssetsOrFundBalancesEOYAmt0976025
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt09160
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt09160
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt035310
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0887594
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0776398
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt011913
IRS990/OccupancyGrp/ManagementAndGeneralAmt028129
IRS990/OccupancyGrp/ProgramServicesAmt059236
IRS990/OccupancyGrp/TotalAmt099278
IRS990/OfficeExpensesGrp/FundraisingAmt02750
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010723
IRS990/OfficeExpensesGrp/ProgramServicesAmt013676
IRS990/OfficeExpensesGrp/TotalAmt027149
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0181727
IRS990/OtherAssetsTotalGrp/EOYAmt0140604
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt030140
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt047504
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt090804
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0168448
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS AND MEMBE
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt05785
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0827
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19117
IRS990/OtherExpensesGrp/ProgramServicesAmt033569
IRS990/OtherExpensesGrp/ProgramServicesAmt117427
IRS990/OtherExpensesGrp/TotalAmt034396
IRS990/OtherExpensesGrp/TotalAmt132329
IRS990/OtherLiabilitiesGrp/BOYAmt0246865
IRS990/OtherLiabilitiesGrp/EOYAmt0186687
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1CAREER CENTER
IRS990/OtherRevenueMiscGrp/ExclusionAmt013098
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01963
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013098
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11963
IRS990/OtherRevenueTotalAmt015061
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0151619
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0238963
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0456782
IRS990/OtherSalariesAndWagesGrp/TotalAmt0847364
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014798
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023324
IRS990/PayrollTaxesGrp/ProgramServicesAmt044583
IRS990/PayrollTaxesGrp/TotalAmt082705
IRS990/PensionPlanContributionsGrp/FundraisingAmt03839
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06051
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011567
IRS990/PensionPlanContributionsGrp/TotalAmt021457
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0184000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt023182
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02880
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03750
IRS990/PrincipalOfficerNm0DEBORAH AUBERT THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOPS/PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0377316
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0377316
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122351
IRS990/ProgSrvcAccomActy2Grp/Desc0SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2023, POH OFFERED 80 PROGRAMS, SERVING OVER 1,700 PARTICIPANTS, INCLUDING THE PHILANTHROPY FORWARD '23 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.). POH ALSO ENHANCED KNOWLEDGE BY ANSWERING 53 REQUESTS FOR INFORMATION IN 2023 AND PRODUCING 133 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0683691
IRS990/ProgSrvcAccomActy3Grp/Desc0ENGAGING 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 2023, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 103 QUESTIONS AND ANSWERS PROVIDED. PEER GROUPS MET VIRTUALLY AND IN PERSON, ORGANIZED BY JOB ROLE (SCHOLARSHIP MANAGERS, EXECUTIVE DIRECTORS, ETC.) AND INTERESTS (EQUITY PEER GROUPS, EDUCATION FUNDERS, ETC.).
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0130599
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01544805
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt042103
IRS990/PYOtherExpensesAmt0666034
IRS990/PYOtherRevenueAmt04863
IRS990/PYProgramServiceRevenueAmt0313538
IRS990/PYRevenuesLessExpensesAmt0-48681
IRS990/PYSalariesCompEmpBnftPaidAmt01287956
IRS990/PYTotalExpensesAmt01953990
IRS990/PYTotalProfFndrsngExpnsAmt00

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
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.33$0.98$1.80$2.10$0.30
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
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$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