Totals
- Total revenue
- $1,905,309
- Total expenses
- $1,953,990
- Contributions and grants received
- $1,544,805
- Grants paid
- $0
- Program service revenue
- $313,538
- Investment income
- $42,103
- Other revenue
- $4,863
- Total assets, end of year
- $1,725,898
- Total liabilities, end of year
- $482,093
- Net assets or fund balances, end of year
- $1,243,805
- Program services expenses (Part IX)
- $1,140,615
- Management and general expenses
- $545,120
- Fundraising expenses
- $268,255
- Program service expenses (Part III)
- $1,140,615
Program services were 58.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$746,636
-
1e · Government grants (contributions)
$28,500
-
1f · All other contributions, gifts and grants
$769,669
-
2a · Program service revenue: ANNUAL CONFERENCE
total $259,685 · related or exempt $259,685
-
2b · Program service revenue: WORKSHOPS/PUBLICATIONS
total $53,853 · related or exempt $53,853
-
3 · Investment income
total $42,103 · excluded $42,103
-
11a · Other revenue: MISCELLANEOUS INCOME
total $4,863 · excluded $4,863
-
11e · Other revenue, total
$4,863
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $281,106 · program services $151,534 · management and general $79,274 · fundraising $50,298
-
7 · Other salaries and wages
total $758,446 · program services $408,850 · management and general $213,888 · fundraising $135,708
-
8 · Pension plan contributions
total $41,431 · program services $22,334 · management and general $11,684 · fundraising $7,413
-
9 · Other employee benefits
total $129,774 · program services $69,956 · management and general $36,598 · fundraising $23,220
-
10 · Payroll taxes
total $77,199 · program services $41,615 · management and general $21,771 · fundraising $13,813
-
11b · Fees: legal
total $3,605 · management and general $3,605
-
11c · Fees: accounting
total $16,923 · management and general $16,923
-
11d · Fees: lobbying
total $56,243 · program services $56,243
-
11f · Fees: investment management
total $7,102 · management and general $7,102
-
11g · Fees: other
total $50,474 · program services $16,927 · management and general $33,265 · fundraising $282
-
13 · Office expenses
total $8,449 · program services $3,935 · management and general $3,722 · fundraising $792
-
14 · Information technology
total $114,557 · program services $51,365 · management and general $52,862 · fundraising $10,330
-
16 · Occupancy
total $106,959 · program services $63,819 · management and general $30,305 · fundraising $12,835
-
17 · Travel
total $18,456 · program services $11,012 · management and general $5,229 · fundraising $2,215
-
19 · Conferences, conventions and meetings
total $167,970 · program services $167,970
-
22 · Depreciation, depletion and amortization
total $34,656 · program services $20,678 · management and general $9,819 · fundraising $4,159
-
24a · Other expenses: SUBSCRIPTIONS AND MEMBE
total $29,870 · program services $29,043 · management and general $827
-
24b · Other expenses: PROFESSIONAL DEVELOPMEN
total $29,723 · program services $16,023 · management and general $8,382 · fundraising $5,318
-
24e · All other expenses
total $21,047 · program services $9,311 · management and general $9,864 · fundraising $1,872
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $262,628 · end of year $281,195
-
3 · Pledges and grants receivable
beginning of year $123,022 · end of year $184,000
-
9 · Prepaid expenses and deferred charges
beginning of year $15,760 · end of year $2,880
-
10a · Land, buildings and equipment: cost or other basis
$337,043
-
10b · Land, buildings and equipment: accumulated depreciation
$140,363
-
10c · Land, buildings and equipment, net
beginning of year $151,711 · end of year $196,680
-
11 · Investments: publicly traded securities
beginning of year $1,342,008 · end of year $879,416
-
15 · Other assets
beginning of year $0 · end of year $181,727
-
17 · Accounts payable and accrued expenses
beginning of year $195,072 · end of year $201,423
-
19 · Deferred revenue
beginning of year $180,795 · end of year $33,805
-
25 · Other liabilities
beginning of year $0 · end of year $246,865
-
27 · Net assets without donor restrictions
beginning of year $1,342,873 · end of year $887,594
-
28 · Net assets with donor restrictions
beginning of year $176,389 · end of year $356,211
Mission and programs · 2022
Mission
TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE PARTNERS FOR CHANGE IN OUR COMMUNITIES.
Activities or mission (Part I)
TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO.
-
ADVOCATING: 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.
Expenses $407,595 · Revenue $313,538
-
EDUCATING: 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.
Expenses $610,399
-
CONVENING: 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.).
Expenses $122,621
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Leslie DunfordLESLIE DUNFORD
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Brady GrovesBRADY GROVES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Denise GriggsDENISE GRIGGS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Steven MooreSTEVEN MOORE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Eric AvnerERIC AVNER
AT-LARGE
- Total calculated
- $0
- Hours/week
- 1
-
Keith BurwellKEITH BURWELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Meghan CummingsMEGHAN CUMMINGS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Amy EymanAMY EYMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Constance HawkCONSTANCE HAWK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Benjamin KroeckBENJAMIN KROECK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Su LokSU LOK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Michelle LovelyMICHELLE LOVELY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jill MillerJILL MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patricia O'BrienPATRICIA O'BRIEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Alesha WashingtonALESHA WASHINGTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kristen RostKRISTEN ROST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brian WagnerBRIAN WAGNER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Karen WhiteKAREN WHITE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lissy RandLISSY RAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Deborah Aubert ThomasDEBORAH AUBERT THOMAS
PRESIDENT & CEO
- Total calculated
- $154,830
- From this org
- $143,150
- From related orgs
- $0
- Other
- $11,680
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $143,150
- Bonus
- $0
- Other
- $0
- Deferred
- $11,680
- Nontaxable benefits
- $0
- Filer's total
- $154,830
-
Mary DunbarMARY DUNBAR
SENIOR VP OPERATIONS & STRATEGY
- Total calculated
- $126,276
- From this org
- $116,708
- From related orgs
- $0
- Other
- $9,568
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349301621
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.