2025-09-17T08:17:09-05:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2024-01-01 311111842 PHILANTHROPY OHIO PHIL 6142241344 500 S FRONT STREET 900 COLUMBUS OH 43215 STEVEN MOORE BOARD CHAIR 6142241344 2025-09-10 1 0 NATOSHA CARR P01225377 6148852208 2025-09-10 2024 2025-03-06 01:10:19Z MEGHAN CUMMINGS 500 S FRONT STREET 900 COLUMBUS OH 43215 2091195 0 X HTTPS://WWW.PHILANTHROPYOHIO.ORG X 1984 OH TO PROVIDE LEADERSHIP FOR ORGANIZED PHILANTHROPY IN OHIO. 19 19 11 122 0 0 1354756 1264821 399667 399457 29524 102722 15061 5901 1799008 1772901 0 0 0 0 1397186 978300 0 0 235111 704912 668045 2102098 1646345 -303090 126556 1303059 1290203 327034 233739 976025 1056464 TO LEAD AND EQUIP OHIO PHILANTHROPY TO BE EFFECTIVE PARTNERS FOR CHANGE IN OUR COMMUNITIES. 0 0 479525 401932 SUPPORTING POLICIES TO STRENGTHEN THE CHARITABLE SECTOR, IMPROVE LOCAL COMMUNITIES AND LIFT UP THE ULTIMATE BENEFICIARIES OF PHILANTHROPIC RESOURCES. PHILANTHROPY OHIO (POH) LED 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 COUNCI; (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. 284385 SHARING THE WISDOM FROM LOCAL EXPERTS, NATIONAL THOUGHT LEADERS AND PEERS THROUGH PROGRAMS AND KNOWLEDGE RESOURCES THAT IMPROVE PHILANTHROPIC PRACTICES. IN 2024 POH OFFERED 61 PROGRAMS, SERVING OVER 1,200 PARTICIPANTS, INCLUDING THE PHILANTHROPY FORWARD '24 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 41 REQUESTS FOR INFORMATION IN 2024 AND PRODUCING 101 NEWSLETTERS AND SPECIALIZED PUBLICATIONS INCLUDING A REGION- AND OHIO-SPECIFIC COMPENSATION REPORT AND THE OHIO GIVES REPORT. 154186 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 2024, 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.). 918096 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 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 11 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X MEGHAN CUMMINGS 6142241344 500 S FRONT STREET 900 COLUMBUS OH 43215 STEVEN MOORE CHAIR 1.00 X X 0 0 0 MEGHAN CUMMINGS VICE CHAIR 1.00 X X 0 0 0 MICHELLE LOVELY TREASURER 1.00 X X 0 0 0 TINA KIMBROUGH SECRETARY 1.00 X X 0 0 0 AMY EYMAN BOARD MEMBER 1.00 X 0 0 0 ANTHONY RICHARDSON BOARD MEMBER 1.00 X 0 0 0 ASHLEE YOUNG BOARD MEMBER 1.00 X 0 0 0 BENJAMIN KROECK BOARD MEMBER 1.00 X 0 0 0 BRIAN WAGNER AT-LARGE 1.00 X 0 0 0 BRITTANY LOVETT BOARD MEMBER 1.00 X 0 0 0 DENISE GRIGGS BOARD MEMBER 1.00 X 0 0 0 JILL MILLER BOARD MEMBER 1.00 X 0 0 0 KEITH BURWELL BOARD MEMBER 1.00 X 0 0 0 KRISTEN ROST BOARD MEMBER 1.00 X 0 0 0 KRISTIN BROADBENT BOARD MEMBER 1.00 X 0 0 0 MEGAN WILSON BOARD MEMBER 1.00 X 0 0 0 PATRICIA O'BRIEN BOARD MEMBER 1.00 X 0 0 0 STEPHEN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 TIMOTHY TRAMBLE BOARD MEMBER 1.00 X 0 0 0 DEBORAH AUBERT THOMAS PRESIDENT & CEO (UNTIL 6/18/24) 37.50 X 72984 0 3663 CLAUDIA HERROLD INTERIM PRES. & CEO (START 6/1/24) 37.50 X 45267 0 0 118251 0 3663 0 0 0 0 0 706341 558480 1264821 ANNUAL CONFERENCE 611430 349869 349869 WORKSHOPS/PUBLICATIONS 611430 31213 31213 PROGRAM REVENUE 900099 18375 18375 399457 17715 17715 403301 318294 85007 85007 85007 MISCELLANEOUS INCOME 900099 3426 3426 CAREER CENTER 900099 2475 2475 5901 1772901 401932 0 106148 121914 72778 24385 24751 623943 372471 124798 126674 52472 31324 10495 10653 123123 73500 24627 24996 56848 33936 11371 11541 3315 3315 128828 128828 45723 45723 3273 3273 62274 53612 7630 1032 15195 6085 7371 1739 65500 21619 37704 6177 99216 56824 26157 16235 15445 8846 4072 2527 131747 131747 47936 27455 12637 7844 MEMBERSHIPS 25125 25125 MISCELLANEOUS 19842 12 19827 3 PROFESSIONAL DEV. 4626 2762 925 939 1646345 918096 493138 235111 368523 715710 23182 95172 3750 18938 337043 233089 149586 103954 617414 270718 140604 85711 1303059 1290203 22393 45895 71792 29125 46162 46162 186687 112557 327034 233739 X 776398 970004 199627 86460 976025 1056464 1303059 1290203 126556 -46117 0 X X 0 1 X 1 0 X 1629107 1847123 1544805 1354756 1264821 7640612 1629107 1847123 1544805 1354756 1264821 7640612 1032941 6607671 30370 83453 42103 20364 17715 194005 16177 6013 4863 13098 3426 43577 7878194 1523750 0.83870 0.83090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 45723 45723 872373 918096 162714 40679 0 0 230450 247700 200364 162714 841228 1261842 68861 56243 64461 45723 235288 61925 50091 40679 152695 229043 114037 101687 12350 51124 48925 2199 171882 82477 89405 103954 OPERATING RIGHT-OF-USE-ASSET 77458 FINANCE RIGHT-OF -USE-ASSET 8253 85711 OPERATING LEASE LIABILITY 105530 FINANCE LEASE LIABILITY 7027 112557 1736757 -46117 13246 -32871 1769628 3273 3273 1772901 1656318 13246 13246 1643072 3273 3273 1646345 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 15A 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 THE ORGANIZATION MAKES AVAILABLE ALL DOCUMENTS REQUIRED BY LAW. FORM 990, PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.