Ohio Gfoa: Nonprofit Profile, Financials & Form 990 (EIN 31-1229036)

Revenue by fiscal year
FY2020	$183K
FY2021	$326K
FY2022	$375K
FY2023	$425K
FY2024	$390K

Expenses by fiscal year
FY2020	$134K
FY2021	$314K
FY2022	$374K
FY2023	$454K
FY2024	$387K

Net assets by fiscal year
FY2020	$421K
FY2021	$407K
FY2022	$391K
FY2023	$364K
FY2024	$376K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Nov 1988.

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

Who runs it and what they're paid

26 people listed on the 990.

Part VII, Section A · reportable compensation

Julie Adkins

Trustee

$0Pt VII · Sec A

Vickie Barger

Trustee

$0Pt VII · Sec A

Jim Boehmer

Trustee

$0Pt VII · Sec A

Adam Collier

Trustee

$0Pt VII · Sec A

Brian Cooper

Trustee

$0Pt VII · Sec A

Jared Cottrell

Treasurer

$0Pt VII · Sec A

Tj Cusick

Trustee

$0Pt VII · Sec A

Jill Davidson

Trustee

$0Pt VII · Sec A

See Ohio Gfoa executive salaries →

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 15aNo

Programs and updates

Publishes a quarterly newsletter for members on Ohio government finance, technology, and legislative issues, including upcoming events.

Questions for Ohio Gfoa

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2 programs · in their own filed words · FY2024

01

Sponsorship of educational seminars and conferences. These are continuing education programs that provide topical information to both members and non-members. Over 300 people attend the various conferences.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1229036) · Dispute this line

Pt IX · Ln 25 · col B

02

Ohio gfoa sends a quarterly newsletter, ohio gfoa news, to its members. It includes articles on technological issues of note from the state auditor and treasurer, discussion of legislative issues, and a list of upcoming events.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 31-1229036) · Dispute this line

Pt IX · Ln 25 · col B

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 2 grants · $26K · 2021–2024

Unitemized GrantFY2024$16,993

Unitemized GrantFY2021$9,502

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$390K

Ln 12

Fees for servicesLn 2g$255K

Gifts and grantsLn 1h$124K

Investment incomeLn 3$10K

Money outPt IX

$387K

Ln 25

Owns and owesPt X

$376K

net assets · Ln 32

Cash and savingsLn 1–2$381K

Total assetsLn 16$416K

LiabilitiesLn 26$40K

PeoplePt VI, VII

26

listed · VII A

PaidVII A0

Voting boardVI 1a25

IndependentVI 1b25

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$124K

Fees for servicesLn 2g$255K

Investment incomeLn 3$10K

Other incomeLn 4–11$654

Gains on assetsLn 7$2K

Total revenueLn 12$390K

Assets in detailPt X, end of year

CashLn 1$134K

SavingsLn 2$247K

Cash and savings togetherLn 1–2$381K

Prepaid expenses and deferred chargesLn 9$35K

Total assetsLn 16$416K

LiabilitiesLn 26$40K

Net assetsLn 32$376K

OperationsPt I, VI

EmployeesI 50

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

Line	Start FY24	End FY24
Cash and savingsLn 1–2	$395K	$381K
Total assetsLn 16	$402K	$416K
LiabilitiesLn 26	$38K	$40K
Net assetsLn 32	$364K	$376K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic individualsLn 2	$17K
Management feesLn 11a	$102K
Accounting feesLn 11c	$8K
Advertising and promotionLn 12	$6K
Office expensesLn 13	$3K
Information technologyLn 14	$7K
TravelLn 17	$926
Conferences, conventions and meetingsLn 19	$230K
InsuranceLn 23	$2K
Other expenses (24a–d)Ln 24	$10K
All other expensesLn 24e	$56
Total functional expensesLn 25	$387K	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest ViewingFiled with the IRS Sep 30, 2025	$390K	$387K	$3K	$376K	990 PDF
FY2023Filed with the IRS Oct 8, 2024	$425K	$454K	−$29K	$364K	990 PDF
FY2022Filed with the IRS Jun 13, 2023	$375K	$374K	$196	$391K	990 PDF
FY2021Filed with the IRS May 18, 2022	$326K	$314K	$12K	$407K	990 PDF
FY2020Filed with the IRS Jul 12, 2021	$183K	$134K	$48K	$421K	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2024 990

Part I · Summary $389,968 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $185,000$124,000

I-9 Program service revenuePrior year $232,103$255,324

I-10 Investment incomePrior year $7,391$9,990

I-11 Other revenuePrior year $540$654

I-12 Total revenuePrior year $425,034$389,968

I-13 Grants and similar amounts paidPrior year $2,645$16,993

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $451,832$369,530

I-18 Total expensesPrior year $454,477$386,523

I-19 Revenue less expensesPrior year −$29,443$3,445

Part VI · Governance 25 of 25 board members independent, 1 to look at

VI-1a Voting members of the governing body25

VI-1b Independent voting members25

VI-15a Process for setting top official's payNo

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

Part VIII · Statement of revenue $389,968 across 7 lines filed

VIII-1f All other contributions, gifts and grants$124,000

VIII-1h Total contributions, gifts and grants$124,000

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $255,324$255,324

VIII-3 Investment incomeExcluded from tax $8,388$8,388

VIII-7 Net gain or loss on sales of assetsRelated to mission $1,602$1,602

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $654$654

VIII-12 Total revenueRelated to mission $257,580 · Excluded from tax $8,388$389,968

Part IX · Statement of functional expenses $386,523 across 11 lines filed

IX-2 Grants to domestic individuals$16,993

IX-11a Management fees$102,278

IX-11c Accounting fees$8,155

IX-12 Advertising and promotion$6,000

IX-13 Office expenses$2,784

IX-14 Information technology$7,187

IX-17 Travel$926

IX-19 Conferences, conventions and meetings$229,856

IX-23 Insurance$1,946

IX-24 Other expenses (24a–d)$10,342

IX-24e All other expenses$56

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$386,523

Part X · Balance sheet $416,274 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $112,979$133,910

X-2 Savings and temporary cash investmentsStart of year $282,483$247,163

X-9 Prepaid expenses and deferred chargesStart of year $6,399$35,201

X-16 Total assetsStart of year $401,861$416,274

X-19 Deferred revenueStart of year $37,605$40,495

X-26 Total liabilitiesStart of year $37,605$40,495

X-27 Net assets without donor restrictionsStart of year $320,756$364,779

X-28 Net assets with donor restrictionsStart of year $43,500$11,000

X-32 Total net assets or fund balancesStart of year $364,256$375,779

X-33 Total liabilities and net assetsStart of year $401,861$416,274

Part XI · Reconciliation of net assets $375,779 net assets at year end

XI-1 Total revenue$389,968

XI-2 Total expenses$386,523

XI-3 Revenue less expenses$3,445

XI-4 Net assets at start of year$364,256

XI-5 Net unrealized gains (losses) on investments$8,078

XI-10 Net assets at end of year$375,779

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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Ohio Gfoa

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Ohio Gfoa

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV