To provide leadership for organized Philanthropy in Ohio.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$337K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $13K a year · under 1% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$337K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $1.2M in investments, Pt X · Ln 11–13
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
26
named funders · $398K
Looks good: 26 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$331K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
Spent
$1.7M
To programs
72%
Net assets
$1.5M
By yearFY2020–FY2024
Revenue
$1.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$2.2M
FY2022$1.9M
FY2023$1.8M
FY2024$1.8M
Expenses
$1.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$2.2M
FY2022$2.0M
FY2023$2.1M
FY2024$1.6M
Net assets
$1.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.5M
FY2021$1.5M
FY2022$1.2M
FY2023$976K
FY2024$1.1M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1984.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

72 cents of each dollar spent went to programs.

Program services 72% · $1.2M Management & general 19% · $325K Fundraising 8% · $137K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

22 people listed on the 990; $337K paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$137,281Pt VII · Sec A
Chief Communications & Pub
$124,643Pt VII · Sec A
CFO (1/1-5/31)
$42,011Pt VII · Sec A
VP Operations (9/16-12/31)
$32,868Pt VII · Sec A
At-Large
$0Pt VII · Sec A
Member
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Deborah Aubert Thomas’s $73K as President & CEO (until 6/18/24) is at the 14th percentile of top reported officer pay among 1690 $1–10M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Deborah Aubert Thomas$72,984$149,296$143,150$138,150$137,281
Claudia Herrold$45,267——$142,925$124,643
Mary Dunbar—$106,965$116,708$112,244$32,868
Steven Phallen————$42,011

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Philanthropy Ohio executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Leads organized philanthropy across Ohio.

Questions for Philanthropy Ohio

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Your first name shows with your question. Philanthropy Ohio answers here, for everyone.

Provided by the organization

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3 programs · $1.2M · in their own filed words · FY2020
01

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…

$611Kprogram expense
02

Educating

Sharing the wisdom from local experts, national thought leaders and peers through programs and knowledge resources that improve philanthropic practices. In 2020 poh offered 58 programs, serving over 1,400 participants. Including the virtual philanthropy forward '20 conference.

$401Kprogram expense
03

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.

$194Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 26 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$191K
Investment incomeLn 3$30K
Money outPt IX
$1.7M
Ln 25
Programscol B$1.2M
Managementcol C$325K
Fundraisingcol D$137K
Owns and owesPt X
$1.5M
net assets · Ln 32
Cash and savingsLn 1–2$460K
Total assetsLn 16$1.8M
LiabilitiesLn 26$331K
PeoplePt VI, VII
22
listed · VII A
PaidVII A4
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$174K
Fees for servicesLn 2g$191K
Investment incomeLn 3$30K
Other incomeLn 4–11$16K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$460K
Cash and savings togetherLn 1–2$460K
InvestmentsLn 11–13$1.2M
Land, buildings, equipmentLn 10c$152K
Total assetsLn 16$1.8M
LiabilitiesLn 26$331K
Net assetsLn 32$1.5M
OperationsPt I, VI
EmployeesI 512
VolunteersI 675
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$221K$460K
InvestmentsLn 11–13$1.1M$1.2M
Land, buildings, equipmentLn 10c$117K$152K
Total assetsLn 16$1.6M$1.8M
LiabilitiesLn 26$344K$331K
Net assetsLn 32$1.2M$1.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$373K$282K$54K$37K
Other salaries and wagesLn 7$580K$438K$85K$58K
Pension plan contributionsLn 8$43K$32K$6K$4K
Other employee benefitsLn 9$91K$68K$13K$9K
Payroll taxesLn 10$64K$49K$9K$6K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$16K$16K
Lobbying feesLn 11d$66K$66K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$92K$38K$55K$212
Office expensesLn 13$12K$8K$3K$829
Information technologyLn 14$72K$42K$24K$6K
OccupancyLn 16$91K$68K$13K$10K
TravelLn 17$15K$11K$2K$2K
Conferences, conventions and meetingsLn 19$68K$68K$368
Depreciation, depletion and amortizationLn 22$25K$19K$4K$3K
Other expenses (24a–d)Ln 24$47K$14K$31K$2K
All other expensesLn 24e$7K$3K$4K$412
Total functional expensesLn 25$1.7M$1.2M$325K$137K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.8M$1.6M$127K$1.1M 990 PDF
FY2023 $1.8M$2.1M−$303K$976K 990 PDF
FY2022 $1.9M$2.0M−$49K$1.2M 990 PDF
FY2021 $2.2M$2.2M−$38K$1.5M 990 PDF
FY2020 Viewing $1.9M$1.7M$198K$1.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,866,173 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,184,169$1,629,107
I-9 Program service revenuePrior year $285,576$190,519
I-10 Investment incomePrior year $54,071$30,370
I-11 Other revenuePrior year $1,223$16,177
I-12 Total revenuePrior year $1,525,039$1,866,173
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,094,587$1,150,747
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $747,193$517,482
I-18 Total expensesPrior year $1,841,780$1,668,229
I-19 Revenue less expensesPrior year −$316,741$197,944
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,866,173 across 9 lines filed
VIII-1a Federated campaigns$2,455
VIII-1b Membership dues$740,097
VIII-1e Government grants$174,300
VIII-1f All other contributions, gifts and grants$712,255
VIII-1h Total contributions, gifts and grants$1,629,107
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $190,519$190,519
VIII-3 Investment incomeExcluded from tax $30,370$30,370
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $16,177$16,177
VIII-12 Total revenueRelated to mission $190,519 · Unrelated business $0 · Excluded from tax $46,547$1,866,173
Part IX · Statement of functional expenses $1,668,229 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $281,576 · Management $54,325 · Fundraising $37,024$372,925
IX-7 Other salaries and wagesPrograms $438,162 · Management $84,535 · Fundraising $57,613$580,310
IX-8 Pension plan contributionsPrograms $32,154 · Management $6,203 · Fundraising $4,228$42,585
IX-9 Other employee benefitsPrograms $68,441 · Management $13,204 · Fundraising $8,999$90,644
IX-10 Payroll taxesPrograms $48,537 · Management $9,364 · Fundraising $6,382$64,283
IX-11b Legal feesManagement $2,063$2,063
IX-11c Accounting feesManagement $15,974$15,974
IX-11d Lobbying feesPrograms $66,074$66,074
IX-11f Investment management feesManagement $3,271$3,271
IX-11g Other fees for servicesPrograms $37,624 · Management $54,520 · Fundraising $212$92,356
IX-13 Office expensesPrograms $8,150 · Management $2,731 · Fundraising $829$11,710
IX-14 Information technologyPrograms $41,986 · Management $23,897 · Fundraising $5,691$71,574
IX-16 OccupancyPrograms $67,921 · Management $13,398 · Fundraising $9,529$90,848
IX-17 TravelPrograms $11,174 · Management $2,204 · Fundraising $1,568$14,946
IX-19 Conferences, conventions and meetingsPrograms $68,050 · Management $368$68,418
IX-22 Depreciation, depletion and amortizationPrograms $19,040 · Management $3,756 · Fundraising $2,671$25,467
IX-24 Other expenses (24a–d)Programs $14,295 · Management $31,428 · Fundraising $1,753$47,476
IX-24e All other expensesPrograms $2,934 · Management $3,959 · Fundraising $412$7,305
IX-25 Total functional expensesPrograms $1,206,118 · Management $325,200 · Fundraising $136,911$1,668,229
Part X · Balance sheet $1,849,418 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $221,446$459,892
X-3 Pledges and grants receivableStart of year $113,240$0
X-9 Prepaid expenses and deferred chargesStart of year $21,456$17,250
X-10c Land, buildings and equipment, netStart of year $116,553$151,820
X-11 Publicly traded securitiesStart of year $1,094,920$1,220,456
X-16 Total assetsStart of year $1,567,615$1,849,418
X-17 Accounts payable and accrued expensesStart of year $174,486$227,170
X-19 Deferred revenueStart of year $169,982$103,534
X-26 Total liabilitiesStart of year $344,468$330,704
X-27 Net assets without donor restrictionsStart of year $866,927$1,154,246
X-28 Net assets with donor restrictionsStart of year $356,220$364,468
X-32 Total net assets or fund balancesStart of year $1,223,147$1,518,714
X-33 Total liabilities and net assetsStart of year $1,567,615$1,849,418
Part XI · Reconciliation of net assets $1,518,714 net assets at year end
XI-1 Total revenue$1,866,173
XI-2 Total expenses$1,668,229
XI-3 Revenue less expenses$197,944
XI-4 Net assets at start of year$1,223,147
XI-5 Net unrealized gains (losses) on investments$97,623
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,518,714

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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