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Policy Matters Ohio FY2020 filing

Tax-deductible

Cleveland, OH501(c)(3)Social Science EIN 34-1921881Revenue $1.7M in FY2020

On file with the IRSpolicymattersohio.org3631 Perkins Avenue Ste 4 Ceast, 44114-4705 · Cleveland, OHTax-exempt since Jul 2000Publicly supported charity — 170(b)(1)(A)(vi)

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Conducting research to create a more prosperous, equitable, sustainable and inclusive Ohio.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$111K 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
4 of 5
filings with a surplus
Average surplus $434K a year · 22% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$111K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
8 mo
of spending, in cash
Looks good: 8.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $150K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$10K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
Spent
$1.4M
To programs
84%
Net assets
$1.2M
By yearFY2020–FY2024
Revenue
$1.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$2.2M
FY2022$2.1M
FY2023$2.3M
FY2024$1.5M
Expenses
$1.4M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.7M
FY2023$1.4M
FY2024$1.6M
Net assets
$1.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.9M
FY2022$2.3M
FY2023$3.2M
FY2024$3.1M

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 Jul 2000.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $1.1M Management & general 16% · $220K

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

14 people listed on the 990; $111K paid to officers and key staff.

Part VII, Section A · reportable compensation
Hannah Halbert
Executive Di
$111,410Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Susan Helper
Director
$0Pt VII · Sec A
Kamla Lewis
Director
$0Pt VII · Sec A
Chris Mabe
Director
$0Pt VII · Sec A
Kirk Noden
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Hannah Halbert’s $122K as Executive Di is at the 23rd percentile of top reported officer pay among 145 $1–10M social science 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 · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Hannah Halbert$122,500$115,000$118,000$114,000$111,410

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 Policy Matters 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

Researching ways to make Ohio more prosperous, equitable, sustainable, and inclusive.

Questions for Policy Matters Ohio

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2020
01

In 2020, policy matters ohio released 99 reports, briefs, or blogs and generated more than 1,660 press hits, ensuring that accurate, compelling research on state policy was widely available to and accessible for ohioans.

$1.1Mprogram 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 · FY2025
Economic Policy InstituteFY2025$150K
Total grants receivedfrom 1 funder$150K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.7M
Ln 12
Gifts and grantsLn 1h$1.6M
Fees for servicesLn 2g$29K
Other incomeLn 4–11$22K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.1M
Managementcol C$220K
Owns and owesPt X
$1.2M
net assets · Ln 32
Cash and savingsLn 1–2$917K
Total assetsLn 16$1.2M
LiabilitiesLn 26$10K
PeoplePt VI, VII
14
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.6M
Government grantsLn 1e$158K
Fees for servicesLn 2g$29K
Investment incomeLn 3$65
Other incomeLn 4–11$22K
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$667K
SavingsLn 2$250K
Cash and savings togetherLn 1–2$917K
Land, buildings, equipmentLn 10c$12K
Other assetsLn 15$410
Total assetsLn 16$1.2M
LiabilitiesLn 26$10K
Net assetsLn 32$1.2M
OperationsPt I, VI
EmployeesI 513
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$449K$917K
Land, buildings, equipmentLn 10c$11K$12K
Total assetsLn 16$927K$1.2M
LiabilitiesLn 26$12K$10K
Net assetsLn 32$915K$1.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$124K$102K$21K
Other salaries and wagesLn 7$787K$647K$139K
Pension plan contributionsLn 8$37K$33K$5K
Other employee benefitsLn 9$44K$39K$5K
Payroll taxesLn 10$73K$63K$10K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$14K$14K
Other fees for servicesLn 11g$131K$126K$5K
Advertising and promotionLn 12$2K$2K$309
Office expensesLn 13$21K$18K$2K
OccupancyLn 16$35K$30K$5K
Conferences, conventions and meetingsLn 19$13K$12K$2K
InterestLn 20$13$13
Depreciation, depletion and amortizationLn 22$3K$3K$460
InsuranceLn 23$4K$4K$577
Other expenses (24a–d)Ln 24$57K$50K$8K
All other expensesLn 24e$5K$4K$619
Total functional expensesLn 25$1.4M$1.1M$220K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.5M$1.6M−$153K$3.1M 990 PDF
FY2023 $2.3M$1.4M$953K$3.2M 990 PDF
FY2022 $2.1M$1.7M$391K$2.3M 990 PDF
FY2021 $2.2M$1.5M$658K$1.9M 990 PDF
FY2020 Viewing $1.7M$1.4M$320K$1.2M 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 $1,673,311 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,427,897$1,621,892
I-9 Program service revenuePrior year $31,500$28,950
I-10 Investment incomePrior year $73$65
I-11 Other revenuePrior year $19,399$22,404
I-12 Total revenuePrior year $1,478,869$1,673,311
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $1,115,147$1,065,142
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $284,032$287,918
I-18 Total expensesPrior year $1,399,179$1,353,060
I-19 Revenue less expensesPrior year $79,690$320,251
Part VI · Governance 13 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,673,311 across 8 lines filed
VIII-1a Federated campaigns$4,375
VIII-1e Government grants$157,700
VIII-1f All other contributions, gifts and grants$1,459,817
VIII-1h Total contributions, gifts and grants$1,621,892
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $28,950$28,950
VIII-3 Investment incomeExcluded from tax $65$65
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $22,404$22,404
VIII-12 Total revenueRelated to mission $51,354 · Excluded from tax $65$1,673,311
Part IX · Statement of functional expenses $1,353,060 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $102,400 · Management $21,197$123,597
IX-7 Other salaries and wagesPrograms $647,349 · Management $139,274$786,623
IX-8 Pension plan contributionsPrograms $32,825 · Management $4,503$37,328
IX-9 Other employee benefitsPrograms $39,028 · Management $5,353$44,381
IX-10 Payroll taxesPrograms $62,719 · Management $10,494$73,213
IX-11b Legal feesManagement $1,780$1,780
IX-11c Accounting feesManagement $14,123$14,123
IX-11g Other fees for servicesPrograms $126,048 · Management $5,172$131,220
IX-12 Advertising and promotionPrograms $2,008 · Management $309$2,317
IX-13 Office expensesPrograms $18,458 · Management $2,081$20,539
IX-16 OccupancyPrograms $30,465 · Management $4,687$35,152
IX-19 Conferences, conventions and meetingsPrograms $11,611 · Management $1,786$13,397
IX-20 InterestManagement $13$13
IX-22 Depreciation, depletion and amortizationPrograms $2,605 · Management $460$3,065
IX-23 InsurancePrograms $3,752 · Management $577$4,329
IX-24 Other expenses (24a–d)Programs $49,549 · Management $7,830$57,379
IX-24e All other expensesPrograms $3,985 · Management $619$4,604
IX-25 Total functional expensesPrograms $1,132,802 · Management $220,258 · Fundraising $0$1,353,060
Part X · Balance sheet $1,244,762 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $74,175$666,842
X-2 Savings and temporary cash investmentsStart of year $375,073$250,139
X-4 Accounts receivableStart of year $464,217$314,013
X-9 Prepaid expenses and deferred chargesStart of year $1,849$1,852
X-10c Land, buildings and equipment, netStart of year $11,008$11,506
X-15 Other assetsStart of year $410$410
X-16 Total assetsStart of year $926,732$1,244,762
X-17 Accounts payable and accrued expensesStart of year $11,851$9,630
X-26 Total liabilitiesStart of year $11,851$9,630
X-27 Net assets without donor restrictionsStart of year $664,881$483,882
X-28 Net assets with donor restrictionsStart of year $250,000$751,250
X-32 Total net assets or fund balancesStart of year $914,881$1,235,132
X-33 Total liabilities and net assetsStart of year $926,732$1,244,762
Part XI · Reconciliation of net assets $1,235,132 net assets at year end
XI-1 Total revenue$1,673,311
XI-2 Total expenses$1,353,060
XI-3 Revenue less expenses$320,251
XI-4 Net assets at start of year$914,881
XI-10 Net assets at end of year$1,235,132

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

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