2024-05-20T13:47:11-05:00 2023-08-31 522370901 ARY ROEPCKE MULCHAEY PC TWO MIRANOVA PLACE SUITE 600 COLUMBUS OH 43215 990 2022-09-01 310889324 COLUMBUS METROPOLITAN CLUB COLU 6144643220 1041 DUBLIN ROAD 103 COLUMBUS OH 43215 SOPHIA FIFNER PRESIDENT & CEO 6144643220 2024-05-16 1 SOPHIA FIFNER 999009999 0 TOBIAS A HARPER P01499929 6144863600 2024-04-24 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SOPHIA FIFNER 1041 DUBLIN ROAD 103 COLUMBUS OH 43215 808677 0 X WWW.COLUMBUSMETROCLUB.ORG X 1976 OH TO CONNECT PEOPLE AND IDEAS THROUGH COMMUNITY COVERSATION. 20 20 5 20 0 0 397930 516346 317962 292329 3 2 0 0 715895 808677 0 0 0 0 391873 487474 0 0 112336 309575 390759 701448 878233 14447 -69556 1184795 1289745 9945 38698 1174850 1251047 X THE COLUMBUS METROPOLITAN CLUB'S MISSION IS TO CONNECT PEOPLE AND IDEAS THROUGH COMMUNITY CONVERSATION. 0 0 632263 292329 THE COLUMBUS METROPOLITAN CLUB (CMC) MEETS ITS MISSION BY PLANNING AND IMPLEMENTING 60-70 PUBLIC FORUMS EACH YEAR, FEATURING NEARLY 200 SPEAKERS, PANELISTS, DEBATERS, AND MODERATORS ON A WIDE VARIETY OF TOPICS. FORUMS ALWAYS INCLUDE AMPLE TIME FOR UNSOLICITED, RANDOM QUESTIONS FROM THE AUDIENCE. CMC PRIDES ITSELF ON BEING A CREDIBLE SOURCE OF INFORMATION ABOUT CURRENT AFFAIRS - THE ORGANIZATION TO WHICH COLUMBUS CITIZENS LOOK TO PROVIDE A PLATFORM FOR A DISCUSSION OF SOCIAL, POLITICAL, ECONOMIC, AND CULTURAL ISSUES OF CONCERN TO THE COMMUNITY. TOPICS HAVE INCLUDED DOWNTOWN DEVELOPMENT, POLITICS, THE ARTS, GOVERNMENT AFFAIRS, BUSINESS AND THE ECONOMY, THE GLBT COMMUNITY, HISTORY, GLOBAL ISSUES, LOCAL INTEREST, WOMEN'S ISSUES, TECHNOLOGY, MEDIA, SOCIAL TRENDS, DIVERSITY, EDUCATION, HEALTH, SPORTS, NONPROFIT ISSUES, RELIGION, ENERGY THROUGH OUR BATTELLE FUELING OHIO'S FUTURE SERIES, AND LEADERSHIP WITH THE CONCLUSION OF OUR THREE-YEAR CHASE EXCELLENCE IN LEADERSHIP SERIES. 632263 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 5 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X X SOPHIA FIFNER 6144643220 1041 DUBLIN RD STE 103 COLUMBUS OH 43215 STEVEN MARKS BOARD MEMBER 2.00 X 0 0 0 DOUG BUCHANAN CHAIR, PROGRAM COMMITTEE 1.00 X 0 0 0 KELLY ATKINSON CHAIR 5.00 X X 0 0 0 ELLEN BLOCH TREASURER & CHAIR, FINANCE 3.00 X X 0 0 0 DEB HACKATHORN VICE CHAIR 3.00 X X 0 0 0 JOSH HARRISON CHAIR, GOVERNANCE COMMITTE 1.00 X 0 0 0 NIEL JURIST CHAIR, MARKETING COMMITTEE 1.00 X 0 0 0 STEPHEN WHITE BOARD MEMBER 1.00 X 0 0 0 LIZ MOTE CHAIR, MEMBER & SPONSOR CO 1.00 X 0 0 0 MARIE-JOELLE KHOUZAM BOARD MEMBER 1.00 X 0 0 0 EDDIE PAULINE BOARD MEMBER 1.00 X 0 0 0 STEPHEN MYERS BOARD MEMBER 1.00 X 0 0 0 CAREY R SCHMITT CHAIR, RESOURCE DEVELOPMEN 1.00 X 0 0 0 ANTHONY MCINTOSH CHAIR, DEI COMMITTEE 1.00 X 0 0 0 MATT BARNES BOARD MEMBER 1.00 X 0 0 0 TONI BELL BOARD MEMBER 1.00 X 0 0 0 KRISTEN EASTERDAY BOARD MEMBER 1.00 X 0 0 0 TOMMY HARMAN BOARD MEMBER 1.00 X 0 0 0 JANE SCOTT FORMER PRESIDENT & CEO 40.00 X 98125 0 7280 SOPHIA FIFNER PRESIDENT & CEO 40.00 X 58750 0 3420 156875 0 10700 0 0 0 0 0 91766 424580 516346 FORUM REGISTRATION 900099 158548 158548 MEMBERSHIP DUES 900099 132811 132811 MEMBERSHIP RECEPTION 900099 970 970 292329 2 2 808677 292329 0 2 167575 125681 16758 25136 285017 213763 28501 42753 34882 26162 3488 5232 14731 4861 5009 4861 64999 48536 3209 13254 26877 21502 5375 11092 4932 3080 3080 1727 587 570 570 10445 3551 3447 3447 2774 277 2220 277 9731 3309 3211 3211 4843 4843 FORUM MEALS 165382 165382 0 0 OTHER EXPENSES 59049 0 59049 0 FORUM MEETINGS 13858 10064 0 3794 MEMBERSHIP DEVELOPMENT 2831 1841 249 741 2420 1815 605 878233 632263 133634 112336 77775 109182 15104 15105 32590 30150 1528 2916 82053 78864 12921 3189 1004877 1100632 10000 0 30000 28571 1184795 1289745 9945 24927 0 13771 9945 38698 X 1144850 1236047 30000 15000 1174850 1251047 1184795 1289745 -69556 145753 0 X X 0 1 X 1 0 X 454736 471453 473598 397930 516346 2314063 449326 312247 164141 317962 292329 1536005 904062 783700 637739 715892 808675 3850068 50000 12450 8025 7765 7135 85375 0 50000 12450 8025 7765 7135 85375 3764693 5 4 3 3 2 17 5 4 3 3 2 17 6390 6390 910457 783704 637742 715895 808677 3856475 0.97620 0.97400 0.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 72346 71104 1242 9707 7760 1947 3189 INVESTMENT IN COLUMBUS FOUNDATION 495339 F INVESTMENT IN HARRISON SMITH FUND 43660 F INVESTMENT IN LAZARUS FUND 21906 F INVESTMENT IN ALUTTO LEGACY IN CIVIC ENGAGEMENT 38282 F INVESTMENT IN BLACKWELL LEGACY FUND 33826 F INVESTMENT IN DAVID & SALLY BLOOMFIELD LEGACY FUND 30706 F INVESTMENT IN FOUNDER & LEADERS LEGACY FUND 79358 F INVESTMENT IN JEFFREY FAMILY LEGACY FUND 59934 F INVESTMENT IN LEWIS R. SMOOT LEGACY FUND 30514 F INVESTMENT IN LYNN GREER LEGACY FUND 45711 F INVESTMENT IN MARKS LEGACY FUND 33425 F INVESTMENT IN MARY LAZARUS FUND 63026 F INVESTMENT IN ROBERT WEILER CIVIC ENG. FUND 33926 F INVESTMENT IN EDWARDS LEGACY FUND 49331 F INVESTMENT IN JANE SCOTT LEGACY FUND 41688 F 1100632 LEASE LIABILITY 13771 13771 X 1214576 145755 260144 405899 808677 0 808677 1138377 260144 260144 878233 0 878233 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ASSOCIATION HAS ANALYZED THE TAX POSITIONS TAKEN, AND HAS CONCLUDED THAT AS OF AUGUST 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION HAS RECOGNIZED NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ASSOCIATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2019. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE MEMBERS OF THE ORGANIZATION THAT MAY PAY MEMBERSHIP DUES. FORM 990, PART VI, SECTION A, LINE 7A BY THE CODE OF REGULATIONS, CMC MEMBERS VOTE ON BOARD CANDIDATES AND CANDIDATES TO THE NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B CMC MEMBERS VOTE ON AMENDMENTS TO THE CODE OF REGULATIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE TREASURER AND THE FINANCE COMMITTEE BEFORE FILING. A COPY OF THE FORM 990 IS E-MAILED OUT TO THE BOARD MEMBERS BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C INFORMATION IS GATHERED ANNUALLY EVERY SEPTEMBER WITH A WRITTEN FORM FILLED OUT BY ALL OF THE BOARD OF DIRECTORS. NEW BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST FORM WHEN THEY FIRST JOIN. COMPLETED CONFLICT OF INTEREST FORMS ARE REVIEWED BY THE PRESIDENT/CEO AND KEPT ON FILE IN THE PRESIDENT/CEO'S OFFICE. IF A CONFLICT OF INTEREST IS DISCOVERED, IT IS ELIMINATED BY STOPPING THE TRANSACTION ASSOCIATED WITH IT. IN ADDITION, BOARD MEMBERS WHO ARE DEEMED TO HAVE A CONFLICT OF INTEREST ARE ASKED TO ABSTAIN FROM VOTING ON THE ISSUE. FORM 990, PART VI, SECTION B, LINE 15A INFORMATION WAS COMPILED AND PRESENTED BY THE VICE PRESIDENT OF THE BOARD TO THE ENTIRE BOARD (GOVERNING BODY) AND WAS USED TO ESTABLISH A REVISED SALARY LEVEL FOR THE PRESIDENT & CEO. THE PRESIDENT & CEO IS PROVIDED A LETTER STATING THE DECISION FOR THE CHANGE IN COMPENSATION. THE PROCESS WAS LAST UNDERTAKEN DURING 2023. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THEY ARE INCLUDED IN THE BOARD BOOK FOR EACH TRUSTEE. THESE DOCUMENTS ARE ALSO ON THE ORGANIZATION'S WEBSITE. PAGE 12, PART XII, LINE 2C: COLUMBUS METROPOLITAN CLUB'S BOARD OF DIRECTORS OVERSEES THE AUDIT PROCESS AND APPROVES THE INDEPENDENT AUDIT FIRM. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.