Civic Intelligence

Philanthropy Ohio

990 • Fiscal year 2021 • EIN 31-1111842

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 03, 2022

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

67th percentile

0.20x

Higher debt load relative to assets than 67% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.17x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

23rd percentile

-1.7%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

85th percentile

$151,045

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

2.5%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

53rd percentile

15%

Faster revenue growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,895,129

Up $45,711 (+2.5%) from 2020

Net Assets

Up

$1,519,262

Up $548 (+0.0%) from 2020

Liabilities

Up

$375,867

Up $45,163 (+14%) from 2020

Revenue

Up

$2,152,720

Up $286,547 (+15%) from 2020

Expenses

Up

$2,190,273

Up $522,044 (+31%) from 2020

Net Income

Down

-$37,553

Down $235,497 (-119%) from 2020

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

2021

Assets$1,895,129
Liabilities$375,867
Net Assets$1,519,262

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

2021

Revenue$2,152,720
Expenses$2,190,273
Net Income-$37,553
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 3, 2022
Return Version
2021v4.2
Gross Receipts
$2,152,720
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$1,220,456$1,342,008▲ $121,552
Cash and Non-Interest-Bearing Accounts$459,892$262,628▼ $197,264
Land, Buildings, and Equipment, Net$151,820$151,711▼ $109
Pledges and Grants Receivable-$123,022-
Prepaid Expenses and Deferred Charges$17,250$15,760▼ $1,490
Total Assets$1,849,418$1,895,129▲ $45,711
Liabilities
Accounts Payable and Accrued Expenses$227,170$195,072▼ $32,098
Deferred Revenue$103,534$180,795▲ $77,261
Total Liabilities$330,704$375,867▲ $45,163
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,154,246$1,342,873▲ $188,627
Net Assets With Donor Restrictions$364,468$176,389▼ $188,079
Total Net Assets Fund Balance$1,518,714$1,519,262▲ $548
Total Liabilities and Net Assets / Fund Balance$1,849,418$1,895,129▲ $45,711

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$98,747$20,304$119,051
Leasehold Improvements$44,555$69,482$114,037
Equipment$8,409$40,390$48,799
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claudia HerroldChief Comm & Policy OfficerFT$130,000$21,045$151,045
Deborah Aubert ThomasPresident & CEOFT$138,150$11,059$149,209
Mary DunbarVP Operations & StrategyFT$112,244$5,271$117,515

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Center For Effective PhilanthropyyouthSurvey Administration And Analysis For O5 MASSACHUSETTS AVE STE 7, Cambridge, MA 02139$378,000
Revenue and Support

Revenue Composition

Contributions and Grants
$1,847,123
Program Service Revenue
$216,131
Investment Income
$83,453
Other Revenue
$6,013
All Other Contributions
$626,805
Change in Net Assets
$-37,553

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,145,056
Revenue Not Reported on Financial Statements
$7,664
Revenue Not Reported on Form 990
$38,101
Total Revenue per Audited Statements
$2,183,157
Total Revenue per Form 990
$2,152,720
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,225,385
Other Expenses$964,888
Total Fundraising Expense$165,682
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$439,968$84,883$57,850$582,701
Fees for Services Other$466,523$27,196$389$494,108
Current Officers, Directors, Trustees, and Key Employees$315,436$60,857$41,476$417,769
Other Employee Benefits$79,610$15,359$10,468$105,437
Occupancy$58,890$22,449$19,328$100,667
Information Technology$43,337$40,087$14,224$97,648
Conferences and Meetings$77,619$1,765-$79,384
Payroll Taxes$55,715$10,749$7,326$73,790
Fees for Services Lobbying-$68,861-$68,861
Pension Plan Contributions$34,497$6,655$4,536$45,688
Depreciation Depletion$14,688$5,600$4,821$25,109
Fees for Services Accounting-$15,987-$15,987
Other Expenses$9,471$1,827$1,245$12,543
All Other Expenses$4,534$6,486$1,160$12,180
Office Expenses$3,545$5,338$1,164$10,047
Travel$5,165$1,969$1,695$8,829
Fees for Service Investment Mgmnt Fees-$7,664-$7,664
Fees for Services Legal-$4,144-$4,144
Total Functional Expenses$1,608,998$415,593$165,682$2,190,273

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,190,273
Expenses per Audited Statements$2,182,609
Total Expenses per Audited Statements$2,182,609
Expenses Not Reported on Financial Statements$7,664
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 900, COLUMBUS, OH 43215

Signing Officer

Name
Deborah Aubert Thomas
Title
President & CEO
Phone
6142241344
Signed
2022-11-03
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
12
Volunteers
75

Preparer

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

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: program service expenses 465,337. Management and general expenses 23,545. Fundraising expenses 0. Total expenses 488,882. Professional fees: program service expenses 1,186. Management and general expenses 3,651. Fundraising expenses 389. Total expenses 5,226.

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/Form990PartVIISectionAGrp/PersonNm17CECILIA RENDER
IRS990/Form990PartVIISectionAGrp/PersonNm18ANTHONY RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm19ALESHA WASHINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm20KAREN WHITE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0138150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1142925
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2112244
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/ReportableCompFromOrgAmt200
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/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHIEF COMM & POLICY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VP OPERATIONS & STRATEGY
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7AT-LARGE
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/TitleTxt18MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt0485200
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02152720
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt014224
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt040087
IRS990/InformationTechnologyGrp/ProgramServicesAmt043337
IRS990/InformationTechnologyGrp/TotalAmt097648
IRS990/InvestmentIncomeGrp/ExclusionAmt083453
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083453
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01220456
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01342008
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0130176
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0151820
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0151711
IRS990/LandBldgEquipCostOrOtherBssAmt0281887
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0735118
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/NetAssetsOrFundBalancesBOYAmt01518714
IRS990/NetAssetsOrFundBalancesEOYAmt01519262
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt038101
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01154246
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01342873
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt019328
IRS990/OccupancyGrp/ManagementAndGeneralAmt022449
IRS990/OccupancyGrp/ProgramServicesAmt058890
IRS990/OccupancyGrp/TotalAmt0100667
IRS990/OfficeExpensesGrp/FundraisingAmt01164
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05338
IRS990/OfficeExpensesGrp/ProgramServicesAmt03545
IRS990/OfficeExpensesGrp/TotalAmt010047
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt010468
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015359
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt079610
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0105437
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS AND MEMBE
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt01245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027717
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11827
IRS990/OtherExpensesGrp/ProgramServicesAmt09471
IRS990/OtherExpensesGrp/TotalAmt027717
IRS990/OtherExpensesGrp/TotalAmt112543
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06013
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06013
IRS990/OtherRevenueTotalAmt06013
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt057850
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt084883
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0439968
IRS990/OtherSalariesAndWagesGrp/TotalAmt0582701
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt07326
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010749
IRS990/PayrollTaxesGrp/ProgramServicesAmt055715
IRS990/PayrollTaxesGrp/TotalAmt073790
IRS990/PensionPlanContributionsGrp/FundraisingAmt04536
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06655
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt034497
IRS990/PensionPlanContributionsGrp/TotalAmt045688
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0123022
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017250
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015760
IRS990/PrincipalOfficerNm0DEBORAH AUBERT THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOPS/PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0154426
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt161705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0154426
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt161705
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2021 POH OFFERED 65 PROGRAMS, SERVING OVER 1,400 PARTICIPANTS. INCLUDING THE VIRTUAL PHILANTHROPY FORWARD '21 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 121 REQUESTS FOR INFORMATION IN 2021 AND PRODUCING 156 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING THE OHIO COMMUNITY FOUNDATION ROSTER, A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0621791
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 2021, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 378 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/ExpenseAmt0190762
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01629107
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt030370
IRS990/PYOtherExpensesAmt0517482
IRS990/PYOtherRevenueAmt016177
IRS990/PYProgramServiceRevenueAmt0190519
IRS990/PYRevenuesLessExpensesAmt0197944
IRS990/PYSalariesCompEmpBnftPaidAmt01150747
IRS990/PYTotalExpensesAmt01668229
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01866173
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-37553
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00

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
2021Detailed filing. Detailed filing data is available for this year.$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