2026-07-15T17:15:06-05:00 2025-08-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2024-09-01 237442288 OHIO ASSOCIATION FOR GIFTED CHILDREN OHIO 6143370386 PO BOX 30801 GAHANNA OH 43230 ABIGAIL SIGMON EXECUTIVE DIRECTOR 6143370386 2026-07-10 1 0 APRIL CAULFIELD P01949369 9373992000 2026-07-09 2024 2025-03-06 01:10:19Z ABIGAIL SIGMON 104 MILL STREET SUITE H-1 GAHANNA OH 43230 414474 0 X WWW.OAGC.COM X 1952 OH TO PROMOTE AND SUPPORT THE DEVELOPMENT OF GIFTED STUDENTS THROUGH DISSEMINATION OF INFORMATION, ADVOCACY ON THEIR BEHALF, ENCOURAGEMENT OF AFFILIATE ORGANIZATIONS AND TO PROMOTE RESEARCH IN THE AREA OF THE GIFTED CHILD. 24 24 1 60 440 0 27950 27560 262934 307100 85281 75732 3448 4082 379613 414474 18500 28313 0 0 92598 105719 0 0 562 195423 191703 306521 325735 73092 88739 1186210 1274919 1082 1052 1185128 1273867 X TO PROMOTE AND SUPPORT THE DEVELOPMENT OF GIFTED STUDENTS THROUGH DISSEMINATION OF INFORMATION, ADVOCACY ON THEIR BEHALF, ENCOURAGEMENT OF AFFILIATE ORGANIZATIONS AND TO PROMOTE RESEARCH IN THE AREA OF THE GIFTED CHILD. 0 0 138239 307100 TO HOLD CONFERENCES AND WORKSHOPS PERTINENT TO EDUCATION AND ADVOCACY FOR GIFTED CHILDREN, GEARED TOWARD BOTH EDUCATORS AND PARENTS. 109050 TO SUPPORT THE MAJOR PROGRAMS PROMOTING THE DEVELOPMENT OF GIFTED STUDENTS THROUGH DISSEMINATION OF INFORMATION, ADVOCACY, ENCOURAGEMENT OF AFFILIATES, AND RESEARCH IN THE AREA OF GIFTED CHILDREN. 28313 28313 AWARDED STUDENTS WITH 38 SCHOLARSHIPS FOR THE USE IN APPLYING THEIR GIFTED ABILITIES. 11567 DISTRIBUTION OF NEWSLETTERS, BROCHURES AND HANDBOOKS TO APPROXIMATELY 1000 MEMBERS, DISSEMINATING INFORMATION REGARDING CURRENT ISSUES, AS WELL AS EDUCATION AND VOCATIONAL OPPORTUNITIES FOR GIFTED CHILDREN. 11567 287169 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 0 1 1 0 0 0 X LISA FELLERS 9374167361 223 MOUND STREET BROOKVILLE OH 45309 ABIGAIL SIGMON EXECUTIVE DIRECTOR 40.00 X 65000 0 0 ERICA BAER PRESIDENT 1.00 X X 0 0 0 LISA FELLERS TREASURER 1.00 X X 0 0 0 JODI OVERFIELD SECRETARY 1.00 X X 0 0 0 ANGELA FUGATE PRESIDENT ELECT 1.00 X X 0 0 0 HEATHER KARDEEN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 SARAH LEE BOARD MEMBER 1.00 X 0 0 0 AIMEE ASHCRAFT BOARD MEMBER 1.00 X 0 0 0 LAUREL THWAITES BOARD MEMBER 1.00 X 0 0 0 BETH WILSON-FISH BOARD MEMBER 1.00 X 0 0 0 JESSICA NEIKAMP BOARD MEMBER 1.00 X 0 0 0 BOB BUCK BOARD MEMBER 1.00 X 0 0 0 DENISE HUNT BOARD MEMBER 1.00 X 0 0 0 GARNETT ANDREWS BOARD MEMBER 1.00 X 0 0 0 JENNIFER GROMAN BOARD MEMBER 1.00 X 0 0 0 KAREN RUMLEY BOARD MEMBER 1.00 X 0 0 0 AJ MCKNIGHT BOARD MEMBER 1.00 X 0 0 0 BRITTANY WEBB BOARD MEMBER 1.00 X 0 0 0 TRICIA EBNER BOARD MEMBER 1.00 X 0 0 0 JULIE ROTRUCK BOARD MEMBER 1.00 X 0 0 0 VALERIE IVES BOARD MEMBER 1.00 X 0 0 0 REBECCA KIDNEY BOARD MEMBER 1.00 X 0 0 0 DAWNA RAPPACH BOARD MEMBER 1.00 X 0 0 0 VICKIE BRIERCHECK BOARD MEMBER 1.00 X 0 0 0 WENDI MOORMAN BOARD MEMBER 1.00 X 0 0 0 65000 0 0 0 0 0 0 0 27020 540 27560 CONFERENCE INCOME 900003 307100 307100 307100 44140 44140 31592 0 31592 31592 31592 3243 0 3243 3243 OTHER INCOME 900003 839 440 399 839 414474 307100 440 79374 28313 28313 73500 71294 1838 368 29750 20825 8925 2469 1728 741 825 825 2275 2275 15953 15953 25 25 1845 1292 553 3751 3751 8100 5670 2268 162 2913 2913 139215 138239 976 1595 1117 446 32 OAGC REVIEW/EDITOR 9778 9778 PUBLIC RELATIONS 3706 3706 FINANCIAL EXPENSES 1722 1444 278 325735 287169 38004 562 28441 6006 224049 286916 933045 981322 675 675 1186210 1274919 1082 1052 1082 1052 X 1185128 1273867 1185128 1273867 1186210 1274919 88739 0 X 0 0 0 X 30878 26570 28885 27950 27560 141843 176576 223106 255326 262934 307100 1225042 207454 249676 284211 290884 334660 1366885 0 0 0 1366885 31738 34005 40590 43584 44140 194057 31738 34005 40590 43584 44140 194057 440 440 717 686 340 489 399 2631 239909 284367 325141 334957 379639 1564013 0.87400 0.87950 0.12410 0.11840 X 1 1 0 1 1034 0 0 1 171 0 1 3691 4896 0 PART II-B, LINE 1: 1A. ON MARCH 4, 2025, BOARD MEMBER BETH WILSON-FISH TESTIFIED BEFORE THE OHIO HOUSE EDUCATION COMMITTEE AS AN INTERESTED PARTY ON OHIO HB96. HER TESTIMONY ENCOURAGED LEGISLATORS TO REINSTATE FUNDS FOR GIFTED PROFESSIONAL DEVELOPMENT IN THE BIENNIAL BUDGET. INCLUDING PREPARATION, SHE SPENT APPROXIMATELY 4 VOLUNTEER HOURS ON THIS ACTIVITY. NO ORGANIZATIONAL FUNDS WERE EXPENDED. THE OHIO ASSOCIATION FOR GIFTED CHILDREN (OAGC) COMMUNICATED WITH ITS MEMBERSHIP REGARDING OHIO HB96 TO SUPPORT THE REINSTATEMENT OF GIFTED PROFESSIONAL DEVELOPMENT FUNDS. APPROXIMATELY 30 VOLUNTEER MEMBERS EMAILED THEIR STATE REPRESENTATIVES AND 80 VOLUNTEER MEMBERS EMAILED THEIR STATE SENATORS, AT THEIR OWN EXPENSE. OAGC ESTIMATES THESE 110 VOLUNTEERS SPENT AN AVERAGE OF 10 MINUTES EACH, TOTALING APPROXIMATELY 18.3 VOLUNTEER HOURS. 1B. DURING THE TAX YEAR, THE EXECUTIVE DIRECTOR OF THE OHIO ASSOCIATION FOR GIFTED CHILDREN (OAGC) SPENT A TOTAL OF 27 HOURS ADVOCATING FOR THE REINSTATEMENT OF FUNDS FOR GIFTED PROFESSIONAL DEVELOPMENT IN THE BIENNIAL BUDGET (OHIO HB96). THE HOURS WERE UTILIZED AS FOLLOWS: LEGISLATIVE MEETINGS (15 HOURS): CONDUCTED ADVOCACY MEETINGS WITH STATE LEGISLATORS, INCLUDING 8 HOURS WITH OHIO REPRESENTATIVES AND 7 HOURS WITH OHIO SENATORS. COMMITTEE TESTIMONY (8 HOURS): PREPARED AND DELIVERED FORMAL TESTIMONY BEFORE FOUR LEGISLATIVE COMMITTEES (2 HOURS EACH FOR THE OHIO HOUSE EDUCATION COMMITTEE, OHIO HOUSE FINANCE COMMITTEE, OHIO SENATE EDUCATION COMMITTEE, AND OHIO SENATE FINANCE COMMITTEE). TESTIMONY PREPARATION ASSISTANCE (3 HOURS): ASSISTED BOARD MEMBER BETH WILSON-FISH WITH THE PREPARATION OF HER COMMITTEE TESTIMONY. MEMBERSHIP COMMUNICATIONS (1 HOUR): DRAFTED AND DISTRIBUTED TWO ELECTRONIC "CALL TO ACTION" COMMUNICATIONS ENCOURAGING THE OAGC MEMBERSHIP TO CONTACT THEIR LEGISLATORS. A PROPORTIONAL SHARE OF THE EXECUTIVE DIRECTOR'S COMPENSATION REFLECTING THESE 27 HOURS HAS BEEN CALCULATED AND REPORTED AS EXPENSES ON LINES 1D AND 1G 1D. DURING THE TAX YEAR, THE OHIO ASSOCIATION FOR GIFTED CHILDREN (OAGC) UTILIZED ITS ELECTRONIC MEMBERSHIP LISTSERV TO COMMUNICATE WITH ITS MEMBERS REGARDING LEGISLATIVE ISSUES. THE EXECUTIVE DIRECTOR DISTRIBUTED A TOTAL OF 12 MONTHLY ELECTRONIC NEWSLETTERS, 2 OF WHICH CONTAINED A SPECIFIC "CALL TO ACTION" PROMPTING THE OAGC MEMBERSHIP TO CONTACT THEIR STATE LEGISLATORS TO ADVOCATE FOR THE REINSTATEMENT OF GIFTED PROFESSIONAL DEVELOPMENT FUNDS IN OHIO HB96. EXPENSES REPORTED ON LINE 1D INCLUDE: PAID STAFF COMPENSATION: A PRORATED ALLOCATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION REPRESENTING 1 HOUR OF TIME SPENT DRAFTING, FORMATTING, AND DISTRIBUTING THE 2 SPECIFIC "CALL TO ACTION" COMMUNICATIONS. OPERATIONAL COSTS: A PRORATED PORTION (2/12 OR 16.67%) OF THE ORGANIZATION'S ANNUAL ELECTRONIC LISTSERV SUBSCRIPTION SERVICE FEE, REFLECTING THE SPECIFIC USE OF THE PLATFORM FOR THESE TWO ADVOCACY MAILINGS. 1G. DURING THE TAX YEAR, THE OHIO ASSOCIATION FOR GIFTED CHILDREN (OAGC) ENGAGED IN DIRECT CONTACT WITH STATE LEGISLATORS AND LEGISLATIVE COMMITTEES TO ADVOCATE FOR THE REINSTATEMENT OF FUNDS FOR GIFTED PROFESSIONAL DEVELOPMENT IN THE BIENNIAL BUDGET (OHIO HB96). EXPENSES REPORTED ON LINE 1G INCLUDE: PAID STAFF COMPENSATION: A PROPORTIONAL ALLOCATION OF THE EXECUTIVE DIRECTOR'S COMPENSATION REPRESENTING A TOTAL OF 26 HOURS. THIS TIME WAS SPENT CONDUCTING DIRECT ADVOCACY MEETINGS WITH STATE LEGISLATORS (8 HOURS WITH OHIO REPRESENTATIVES, 7 HOURS WITH OHIO SENATORS), PREPARING AND DELIVERING FORMAL COMMITTEE TESTIMONY (8 HOURS ACROSS FOUR SEPARATE HOUSE AND SENATE COMMITTEES), AND ASSISTING BOARD MEMBER BETH WILSON-FISH WITH HER COMMITTEE TESTIMONY PREPARATION (3 HOURS). REGULATORY COMPLIANCE FEES: MANDATORY STATE REGISTRATION EXPENDITURES INCURRED TO LEGALLY CONDUCT THESE DIRECT ADVOCACY ACTIVITIES. THIS INCLUDES FILING FEES PAID TO REGISTER WITH THE JOINT LEGISLATIVE ETHICS COMMITTEE (JLEC) OFFICE OF THE OHIO LEGISLATIVE INSPECTOR, AS WELL AS FEES FOR THE CRIMINAL BACKGROUND INVESTIGATION REQUIRED TO SECURE STATEHOUSE LOBBYIST CREDENTIALS. 1I. DURING THE TAX YEAR, THE OHIO ASSOCIATION FOR GIFTED CHILDREN (OAGC) INCURRED EXPENSES FOR LEGISLATIVE TRACKING, RESEARCH, AND GENERAL ADMINISTRATIVE SUPPORT TO STAY INFORMED ON AND RESPOND TO OHIO HB96 AND RELATED BUDGET MEASURES. EXPENSES REPORTED ON LINE 1I INCLUDE: LEGISLATIVE TRACKING SUBSCRIPTION: FULL ANNUAL SUBSCRIPTION COSTS FOR THE HANNAH NEWS SERVICE TO MONITOR BILL TEXT, AMENDMENTS, COMMITTEE SCHEDULES, AND STATEHOUSE ACTIVITY REGARDING GIFTED EDUCATION FUNDING. OVERHEAD AND TECHNOLOGY ALLOCATIONS: A PRORATED SHARE OF GENERAL ORGANIZATIONAL OPERATING EXPENSES, OVERHEAD, AND WEBSITE DESIGN AND MAINTENANCE COSTS. THESE ALLOCATIONS WERE CALCULATED BASED ON THE PERCENTAGE OF THE EXECUTIVE DIRECTOR'S OVERALL TIME DEDICATED TO THE ORGANIZATION'S LOBBYING ACTIVITIES. 1 SCHOLARSHIPS 46 28313 PART I, LINE 2: THE TOTAL AMOUNT PROVIDED FOR SCHOLARSHIPS IS DETERMINED ANNUALLY THROUGH THE BUDGET ADOPTION PROCESS. SELECTION CRITERIA, ELIGIBILITY REQUIREMENTS, AND INDIVIDUAL SCHOLARSHIP AMOUNTS ARE DEVELOPED AND MONITORED BY THE SCHOLARSHIP COMMITTEE IN ACCORDANCE WITH BOARD-APPROVED PROCEDURES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PAY ANNUAL DUES. IN RETURN, THESE MEMBERS RECEIVE A NEWSLETTER WHICH IS PUBLISHED THREE-TO-FOUR TIMES PER YEAR, CONFERENCE FEE REDUCTIONS, ADVOCACY UPDATES AND VOTING PRIVILEGES. FORM 990, PART VI, SECTION A, LINE 7A MOST GOVERNING BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP. APPOINTED POSITIONS, WHICH CURRENTLY INCLUDE COMMITTEE CHAIRS, THE PARLIAMENTARIAN, THE HISTORIAN, AS WELL AS ANY MID-TERM VACANCIES, FLUCTUATE IN NUMBER. THESE MEMBERS ARE APPOINTED BY THE PRESIDENT AND RATIFIED BY A VOTE OF THE FULL ELECTED GOVERNING BOARD. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO GOVERNING DOCUMENTS ARE SUBJECT TO THE APPROVAL OF MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND BOARD TREASURER REVIEW FORM 990 BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES FORMS AVAILABLE AS REQUIRED BY LAW.