Civic Intelligence

Philanthropy Ohio

990 • Fiscal year 2022 • EIN 31-1111842

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 25, 2023

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

74th percentile

0.28x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

70th percentile

0.25x

Higher debt load relative to revenue than 70% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

30th percentile

-2.6%

Higher net margin than 30% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$154,830

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-8.9%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,725,898

Down $169,231 (-8.9%) from 2021

Net Assets

Down

$1,243,805

Down $275,457 (-18%) from 2021

Liabilities

Up

$482,093

Up $106,226 (+28%) from 2021

Revenue

Down

$1,905,309

Down $247,411 (-11%) from 2021

Expenses

Down

$1,953,990

Down $236,283 (-11%) from 2021

Net Income

Down

-$48,681

Down $11,128 (-30%) from 2021

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

2022

Assets$1,725,898
Liabilities$482,093
Net Assets$1,243,805

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

2022

Revenue$1,905,309
Expenses$1,953,990
Net Income-$48,681
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$1,905,309
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$1,342,008$879,416▼ $462,592
Cash and Non-Interest-Bearing Accounts$262,628$281,195▲ $18,567
Land, Buildings, and Equipment, Net$151,711$196,680▲ $44,969
Pledges and Grants Receivable$123,022$184,000▲ $60,978
Prepaid Expenses and Deferred Charges$15,760$2,880▼ $12,880
Total Assets$1,895,129$1,725,898▼ $169,231
Other Assets Total$0$181,727▲ $181,727
Liabilities
Other Liabilities$0$246,865▲ $246,865
Accounts Payable and Accrued Expenses$195,072$201,423▲ $6,351
Deferred Revenue$180,795$33,805▼ $146,990
Total Liabilities$375,867$482,093▲ $106,226
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,342,873$887,594▼ $455,279
Net Assets With Donor Restrictions$176,389$356,211▲ $179,822
Total Net Assets Fund Balance$1,519,262$1,243,805▼ $275,457
Total Liabilities and Net Assets / Fund Balance$1,895,129$1,725,898▼ $169,231

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$158,158$13,724$171,882
Leasehold Improvements$33,557$80,480$114,037
Equipment$4,965$46,159$51,124
Other Assets Org$181,727--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Deborah Aubert ThomasPresident & CEOFT$143,150$11,680$154,830
Mary DunbarSenior VP Operations & StrategyFT$116,708$9,568$126,276

Board Members and Trustees

NameTitle
Leslie DunfordChair
Brady GrovesVice Chair
Alesha WashingtonBoard Member
Amy EymanBoard Member
Benjamin KroeckBoard Member
Brian WagnerBoard Member
Constance HawkBoard Member
Jill MillerBoard Member
Karen WhiteBoard Member
Keith BurwellBoard Member
Kristen RostBoard Member
Lissy RandBoard Member
Meghan CummingsBoard Member
Michelle LovelyBoard Member
PATRICIA O'BRIENBoard Member
Su LokBoard Member
Eric AvnerAt-large
Steven MooreSecretary
Denise GriggsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,544,805
Program Service Revenue
$313,538
Investment Income
$42,103
Other Revenue
$4,863
All Other Contributions
$769,669
Change in Net Assets
$-48,681

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,898,207
Revenue Not Reported on Financial Statements
$7,102
Revenue Not Reported on Form 990
$-226,776
Total Revenue per Audited Statements
$1,671,431
Total Revenue per Form 990
$1,905,309
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,287,956
Other Expenses$666,034
Total Fundraising Expense$268,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$408,850$213,888$135,708$758,446
Current Officers, Directors, Trustees, and Key Employees$151,534$79,274$50,298$281,106
Conferences and Meetings$167,970--$167,970
Other Employee Benefits$69,956$36,598$23,220$129,774
Information Technology$51,365$52,862$10,330$114,557
Occupancy$63,819$30,305$12,835$106,959
Payroll Taxes$41,615$21,771$13,813$77,199
Fees for Services Lobbying$56,243--$56,243
Fees for Services Other$16,927$33,265$282$50,474
Pension Plan Contributions$22,334$11,684$7,413$41,431
Depreciation Depletion$20,678$9,819$4,159$34,656
Other Expenses$16,023$8,382$5,318$29,723
All Other Expenses$9,311$9,864$1,872$21,047
Travel$11,012$5,229$2,215$18,456
Fees for Services Accounting-$16,923-$16,923
Office Expenses$3,935$3,722$792$8,449
Fees for Service Investment Mgmnt Fees-$7,102-$7,102
Fees for Services Legal-$3,605-$3,605
Total Functional Expenses$1,140,615$545,120$268,255$1,953,990

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,953,990
Expenses per Audited Statements$1,946,888
Total Expenses per Audited Statements$1,946,888
Expenses Not Reported on Financial Statements$7,102
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$246,865
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
2023-07-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Deborah Aubert Thomas
Formed
1984
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
16
Volunteers
149

Preparer

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

Additional Explanations

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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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/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 AND GOVERNOR DEWINE'S OHIO PHILANTHROPY COLLECTIVE; (2) INFLUENCING STATE POLICY REFORM IN EDUCATION, HEALTH AND HOUSING THROUGH MEMBER-DRIVEN COALITIONS; (3) INFLUENCING STATE POLICY REFORM RELATED TO CHARITABLE GIVING THROUGH OUR MEMBER-DRIVEN PUBLIC POLICY COMMITTEE.
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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/ReportableCompFromOrgAmt19143150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20116708
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/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4AT-LARGE
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/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20SENIOR VP OPERATIONS & STRATEGY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt028500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01905309
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt010330
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt052862
IRS990/InformationTechnologyGrp/ProgramServicesAmt051365
IRS990/InformationTechnologyGrp/TotalAmt0114557
IRS990/InvestmentIncomeGrp/ExclusionAmt042103
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042103
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01342008
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0879416
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0140363
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0151711
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0196680
IRS990/LandBldgEquipCostOrOtherBssAmt0337043
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0746636
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/NetAssetsOrFundBalancesBOYAmt01519262
IRS990/NetAssetsOrFundBalancesEOYAmt01243805
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-226776
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01342873
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0887594
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt012835
IRS990/OccupancyGrp/ManagementAndGeneralAmt030305
IRS990/OccupancyGrp/ProgramServicesAmt063819
IRS990/OccupancyGrp/TotalAmt0106959
IRS990/OfficeExpensesGrp/FundraisingAmt0792
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03722
IRS990/OfficeExpensesGrp/ProgramServicesAmt03935
IRS990/OfficeExpensesGrp/TotalAmt08449
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0181727
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt023220
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt036598
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069956
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0129774
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTIONS AND MEMBE
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/FundraisingAmt05318
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0827
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18382
IRS990/OtherExpensesGrp/ProgramServicesAmt029043
IRS990/OtherExpensesGrp/ProgramServicesAmt116023
IRS990/OtherExpensesGrp/TotalAmt029870
IRS990/OtherExpensesGrp/TotalAmt129723
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0246865
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt04863
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04863
IRS990/OtherRevenueTotalAmt04863
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0135708
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0213888
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0408850
IRS990/OtherSalariesAndWagesGrp/TotalAmt0758446
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013813
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021771
IRS990/PayrollTaxesGrp/ProgramServicesAmt041615
IRS990/PayrollTaxesGrp/TotalAmt077199
IRS990/PensionPlanContributionsGrp/FundraisingAmt07413
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011684
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt022334
IRS990/PensionPlanContributionsGrp/TotalAmt041431
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0123022
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0184000
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015760
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02880
IRS990/PrincipalOfficerNm0DEBORAH AUBERT THOMAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/BusinessCd1611430
IRS990/ProgramServiceRevenueGrp/Desc0ANNUAL CONFERENCE
IRS990/ProgramServiceRevenueGrp/Desc1WORKSHOPS/PUBLICATIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0259685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0259685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153853
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATING: SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2022 POH OFFERED 64 PROGRAMS, SERVING OVER 1,300 PARTICIPANTS, INCLUDING THE PHILANTHROPY FORWARD '22 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 2022 AND PRODUCING 136 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0610399
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 2022, POH MEMBERS CONNECTED THROUGH THE LISTSERVS, WITH 136 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/ExpenseAmt0122621
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01847123
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt083453
IRS990/PYOtherExpensesAmt0964888
IRS990/PYOtherRevenueAmt06013
IRS990/PYProgramServiceRevenueAmt0216131
IRS990/PYRevenuesLessExpensesAmt0-37553
IRS990/PYSalariesCompEmpBnftPaidAmt01225385
IRS990/PYTotalExpensesAmt02190273
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02152720
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-48681
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0313538
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01544805

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
2022Detailed filing. Detailed filing data is available for this year.$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