Civic Intelligence

Policy Matters Ohio

990 • Fiscal year 2019 • EIN 34-1921881

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 30, 2020

Organization ProfileWWW.POLICYMATTERSOHIO.ORG

View Organization Page

3631 Perkins Avenue 4c-eastCleveland, OH 44114

(216) 361-9801

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

56th percentile

5.4%

Higher net margin than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$129,911

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

21%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$926,732

Up $89,393 (+11%) from 2018

Net Assets

Up

$914,881

Up $79,690 (+9.5%) from 2018

Liabilities

Up

$11,851

Up $9,703 (+452%) from 2018

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin56th percentile

Revenue

Up

$1,478,869

Up $260,235 (+21%) from 2018

Expenses

Up

$1,399,179

Up $149,202 (+12%) from 2018

Net Income

Up

$79,690

Up $111,033 (+354%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $301,111Liabilities 2010: $5,502Net Assets 2010: $295,6092010Assets 2012: $150,778Liabilities 2012: $11,341Net Assets 2012: $139,4372012Assets 2014: $252,862Liabilities 2014: $8,651Net Assets 2014: $244,2112014Assets 2015: $523,221Liabilities 2015: $8,958Net Assets 2015: $514,2632015Assets 2016: $690,688Liabilities 2016: $6,228Net Assets 2016: $684,4602016Assets 2017: $867,446Liabilities 2017: $911Net Assets 2017: $866,5352017Assets 2018: $837,339Liabilities 2018: $2,148Net Assets 2018: $835,1912018Assets 2019: $926,732Liabilities 2019: $11,851Net Assets 2019: $914,8812019Assets 2020: $1,244,762Liabilities 2020: $9,630Net Assets 2020: $1,235,1322020Assets 2021: $1,905,673Liabilities 2021: $12,112Net Assets 2021: $1,893,5612021Assets 2022: $2,312,610Liabilities 2022: $27,694Net Assets 2022: $2,284,9162022Assets 2024: $3,131,400Liabilities 2024: $18,973Net Assets 2024: $3,112,4272024

Highlighted filing

2019

Assets$926,732
Liabilities$11,851
Net Assets$914,881
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $779,0952010Expenses 2012: $1,102,9902012Revenue 2014: $895,507Expenses 2014: $753,797Net Income 2014: $141,7102014Revenue 2015: $1,129,450Expenses 2015: $859,398Net Income 2015: $270,0522015Revenue 2016: $1,193,773Expenses 2016: $1,023,576Net Income 2016: $170,1972016Revenue 2017: $1,261,975Expenses 2017: $1,079,900Net Income 2017: $182,0752017Revenue 2018: $1,218,634Expenses 2018: $1,249,977Net Income 2018: -$31,3432018Revenue 2019: $1,478,869Expenses 2019: $1,399,179Net Income 2019: $79,6902019Revenue 2020: $1,673,311Expenses 2020: $1,353,060Net Income 2020: $320,2512020Revenue 2021: $2,196,359Expenses 2021: $1,537,930Net Income 2021: $658,4292021Revenue 2022: $2,135,261Expenses 2022: $1,743,906Net Income 2022: $391,3552022Revenue 2024: $1,465,766Expenses 2024: $1,618,897Net Income 2024: -$153,1312024

Highlighted filing

2019

Revenue$1,478,869
Expenses$1,399,179
Net Income$79,690
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 30, 2020
Return Version
2019v5.0
Gross Receipts
$1,478,869
Mission and Program Overview

Mission

Conducting research to create a more prosperous, equitable, sustainable and inclusive ohio.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$485,034$464,217▼ $20,817
Savings and Temporary Cash Investments-$375,073-
Cash and Non-Interest-Bearing Accounts$344,019$74,175▼ $269,844
Land, Buildings, and Equipment, Net$6,045$11,008▲ $4,963
Prepaid Expenses and Deferred Charges$1,831$1,849▲ $18
Total Assets$837,339$926,732▲ $89,393
Other Assets Total$410$410→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,148$11,851▲ $9,703
Total Liabilities$2,148$11,851▲ $9,703
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$670,191$664,881▼ $5,310
Net Assets With Donor Restrictions$165,000$250,000▲ $85,000
Total Net Assets Fund Balance$835,191$914,881▲ $79,690
Total Liabilities and Net Assets / Fund Balance$837,339$926,732▲ $89,393

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,008$20,313$31,321
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy HanauerExecutive DiFT$123,718$6,193$129,911

Board Members and Trustees

NameTitle
Jeff RechenbachChair
Ashwini SehgalDirector
Chris MabeDirector
Graham VeyseyDirector
Harriet ApplegateDirector
Indigo BishopDirector
Kamla LewisDirector
Kirk NodenDirector
Melissa CropperDirector
Roland V AnglinDirector
Stephen CrowleyDirector
Susan HelperDirector
Teleange ThomasDirector
Tracy NajeraDirector
Yvonne CherellSecretary
Douglas WangTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,427,897
Program Service Revenue
$31,500
Investment Income
$73
Other Revenue
$19,399
All Other Contributions
$1,418,250
Change in Net Assets
$79,690

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,478,869
Total Revenue per Audited Statements
$1,478,869
Total Revenue per Form 990
$1,478,869
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,115,147
Other Expenses$284,032
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$689,042$131,214-$820,256
Current Officers, Directors, Trustees, and Key Employees$109,687$20,224-$129,911
Payroll Taxes$70,882$11,552-$82,434
Fees for Services Other$58,830--$58,830
Other Employee Benefits$38,753$2,907-$41,660
Pension Plan Contributions$38,033$2,853-$40,886
Occupancy$32,167$1,800-$33,967
Conferences and Meetings$17,411$3,073-$20,484
Office Expenses$16,632$3,252-$19,884
Fees for Services Accounting$2,466$10,817-$13,283
All Other Expenses$8,244$1,234-$9,478
Other Expenses$6,870$1,200-$8,070
Insurance$3,661$646-$4,307
Advertising$3,193$563-$3,756
Depreciation Depletion$1,935$341-$2,276
Interest$218$39-$257
Total Functional Expenses$1,200,135$199,044$0$1,399,179

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,399,179
Total Expenses per Audited Statements$1,399,179
Total Expenses per Form 990$1,399,179
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
No
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, Page 6, Part VI, Line 11B

“Return is reviewed and approved by the executive director and the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“Board members and management staff are required to disclose any related parties. Those individuals are not allowed to participate in any dicussions or vote on any decision affecting awards of any contracts.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors' executive committee determines executive director compensation after taking into consideration comparable salaries of other similar nonprofit organizations, and in proportion with staff compensation.”

Form 990, Page 6, Part VI, Line 19

“Appropriate information is made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Policy Matters Ohio
EIN
34-1921881
Phone
2163619801
Address
3631 PERKINS AVENUE 4C-EAST, CLEVELAND, OH 44114

Signing Officer

Name
Jeff Rechenbach
Title
Chair
Phone
2163619801
Signed
2020-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Rechenbach
Formed
2000
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
15

Preparer

Firm
Friedman Leavitt & Associates
Address
2193 SOUTH GREEN ROAD, CLEVELAND, OH 44121
Preparer
Howard N Kopit
Phone
2163826400
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“In 2019, policy matters ohio released more than 70 reports or briefs and generated nearly 1,000 press hits, ensuring that accurate, compelling research on how state policy can make ohio a more inclusive and equitable state was part of the public debate. The organization provided more than 170 informative presentations to groups across ohio, and remains active in multiple local, statewide, and national coalitions. As a biennial state budget year, the organization highlighted the need for investment in medicaid, public child care, early education, k-12 education, and more. Our research has helped protect workers' compensation, expand the earned income tax credit, and shape the debate on unemployment compensation, so thousands of ohioans have greater stability and income protection. Policy matters ohio brought attention to the pervasive issue of wage theft and the inequity of collateral sanctions that impede labor market progress for formerly incarcerated ohioans.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has adopted the accounting guidance for uncertainty in income taxes. The organization's income tax filings are subject to audit by various taxing authorities. In evaluating its activities, the organization believes its position of tax-exempt status is current based on current facts & circumstances. The organization has assessed that there are no activities unrelated to its purpose and, therefore, no tax is to be recognized. It is the policy of the organization to include in operating expenses penalties & interest assessed by income taxing authorities. There are no penalties or interest included in operating expenses for the year ended december 31, 2019.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER
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IRS990/OtherExpensesGrp/Desc0STRATEGIC PLANNING
IRS990/OtherExpensesGrp/Desc1AUTO & TRAVEL
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAINT.
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ProgramServicesAmt213710
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IRS990/OtherExpensesGrp/TotalAmt215669
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0820256
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IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02853
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038033
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IRS990/PrincipalOfficerNm0JEFF RECHENBACH
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IRS990/PYTotalExpensesAmt01249977
IRS990/PYTotalRevenueAmt01218634
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt079690
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0375073
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01261975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01193773
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01129450
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IRS990ScheduleA/PublicSupportPY170Pct00.95910
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01129450
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06213181
IRS990ScheduleA/TotalSupportAmt06213254
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IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt0199998
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt08440
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt07600
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IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt025677
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IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt042200
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt038000
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$926,732
Liabilities
$11,851
Net assets
$914,881
Revenue
$1,478,869
Expenses
$1,399,179
Net income
$79,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.13$0.02$3.11$1.47$1.62$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.03$2.28$2.14$1.74$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.01$1.89$2.20$1.54$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.01$1.24$1.67$1.35$0.32
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.91$1.48$1.40$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$1.22$1.25$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$1.26$1.08$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.01$0.68$1.19$1.02$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.51$1.13$0.86$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.90$0.75$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.01$0.14$1.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.01$0.30$0.78