2022-11-15T16:34:52-06:00 2021-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2021-01-01 824997087 PELOTONIA PELO 6142216100 450 WEST BROAD STREET COLUMBUUS OH 43215 DOUGLAS E ULMAN CEO 6142216100 2022-11-15 1 DOUGLAS ULMAN 999009999 SCOTT W EICHAR P01289694 6142211120 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DOUGLAS E ULMAN 450 WEST BROAD STREET COLUMBUUS OH 43215 35037088 0 X WWW.PELOTONIA.ORG X 2008 OH PELOTONIA EXISTS TO ENGAGE, INSPIRE, AND CHALLENGE A COMMUNITY COMMITTED TO CHANGE THE WORLD BY ACCELERATING INNOVATIVE CANCER RESEARCH. SINCE ITS FOUNDING IN 2008, PELOTONIA HAS RAISED OVER $238 MILLION WHICH HAS BEEN INVESTED IN HIGH-IMPACT CANCER RESEARCH INCLUDING PREVENTION, DIAGNOSTICS, AND TREATMENT, AS WELL AS THE LAUNCH OF THE PELOTONIA INSTITUTE FOR IMMUNO-ONCOLOGY. AS A CENTERPIECE OF ITS YEAR-ROUND FUNDRAISING EFFORTS, PELOTONIA HOSTS A THREE-DAY EXPERIENCE THAT INCLUDES A WEEKEND OF CYCLING, ENTERTAINMENT, AND VOLUNTEERISM. THANKS TO ITS GENEROUS FUNDING PARTNERS, PELOTONIA IS ABLE TO DIRECT 100 PERCENT OF EVERY COMMUNITY-RAISED DOLLAR TO CANCER RESEARCH. 12 12 19 50 0 0 3842796 14844649 10184892 19898427 57141 34466 478669 115333 14563498 34892875 13239369 16396911 0 0 2435642 2821503 0 0 1475574 2916871 5244092 18591882 24462506 -4028384 10430369 25381696 27807886 13049563 1887537 12332133 25920349 X AT PELOTONIA WE'RE DRIVEN BY OUR MISSION: TO ENGAGE, INSPIRE, AND CHALLENGE A COMMUNITY COMMITTED TO CHANGE THE WORLD BY ACCELERATING INNOVATIVE CANCER RESEARCH. 0 0 19606934 16396911 24147875 PELOTONIA SUPPORTS HIGH-RISK, HIGH-REWARD CANCER RESEARCH INITIATIVES AT THE OHIO STATE UNIVERSITY COMPREHENSIVE CANCER CENTER ARTHUR G. JAMES CANCER HOSPITAL AND SOLOVE RESEARCH INSTITUTE. THE FUNDS RAISED SUPPORT PROJECTS THAT ADDRESS MANY AREAS OF CANCER RESEARCH, INCLUDING PREVENTION, DIAGNOSIS, TREATMENT, PSYCHOSOCIAL ISSUES, ACCELERATED DRUG DEVELOPMENT, AND LARGE INITIATIVES THAT HELP CHANGE THE LANDSCAPE OF CANCER CARE AND OFFER HELP AND HOPE TO PATIENTS AND FAMILIES FROM AROUND THE WORLD. PELOTONIA FUNDS ARE NOT RESTRICTED TO SPECIFIC CANCER TYPES, ALLOWING US TO INVEST IN INNOVATION ACROSS ALL CANCERS, FUNDING THE HIGHEST PRIORITY AND QUALITY RESEARCH ANNUALLY. IN FY 2021, PELOTONIA NEWLY AWARDED 40 FELLOWSHIP PROGRAM AWARDS TO EMPOWER YOUNG INNOVATORS ACROSS ACADEMIC FIELDS AND DISCIPLINES TO PURSUE A CAREER IN CANCER RESEARCH, 8 IDEA GRANTS TO ENABLE SCIENTISTS TO PURSUE NEW APPROACHES TO CANCER RESEARCH, AND CONTINUES TO FUND STATEWIDE INITIATIVES FOCUSED ON ADVANCING CANCER SCREENING ACCESS AND PREVENTION OUTCOMES ACROSS THE STATE OF OHIO. PELOTONIA CONTINUED ONGOING PROGRAMMATIC INVESTMENTS IN THE PELOTONIA INSTITUTE FOR IMMUNO-ONCOLOGY (PIIO), A COMPREHENSIVE BENCH-TO-BEDSIDE RESEARCH INITIATIVE FOCUSED ON HARNESSING THE IMMUNE SYSTEM TO FIGHT CANCER; RECRUITMENT AND RETENTION OF TOP CANCER SCIENTISTS; THE EXPANSION OF A COLLABORATIVE CANCER ENGINEERING PROGRAM, SOPHISTICATED EQUIPMENT REQUIRED FOR CUTTING-EDGE CANCER DISCOVERIES; STRATEGIC RESEARCH INVESTMENTS IN THE DRUG DEVELOPMENT INSTITUTE, DIGITAL PATHOLOGY, AND TOTAL CANCER CARE PROTOCOL PROGRAMS AT THE OSUCCC JAMES AND MORE. 19606934 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 95 0 1 19 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL CA CO GA HI IL MA MS NY SC AK KY ME NV NH NC ND OK OR UT VA WA X NICK DENBY 6142216100 450 WEST BROAD STREET COLUMBUUS OH 43215 CINDY HILSHEIMER DIRECTOR 0.25 X 0 0 0 DR RAPHAEL POLLOCK DIRECTOR 0.25 X 0 0 0 DAN ROSENTHAL CHAIR AND DIRECTOR 0.25 X 0 0 0 BOBBY SCHOTTENSTEIN DIRECTOR 0.25 X 0 0 0 ABIGAIL WEXNER DIRECTOR 0.25 X 0 0 0 JULIE SLOAT DIRECTOR 0.25 X 0 0 0 VICTOR CRAWFORD DIRECTOR 0.25 X 0 0 0 DOUGLAS E ULMAN CEO AND EX-OFFICIO DIRECTIO 40.00 X X 494348 0 32964 JOSEPH D APGAR PRESIDENT 40.00 X X 257042 0 30988 NICHOLAS DENBY CFO 40.00 X X 218468 0 29566 KRISTOPHER L ANDERSON DIRECTO OF EVENT PRODUCTION 40.00 X X 153790 0 16040 ERIC J OLSAVSKY VP OF COMMUNITY ENGAGEMENT & PARTNERSHIPS 40.00 X X 152164 0 27239 STEPHANI ZIMMERMAN CHIEF OF STAFF AND BOARD LIASON 40.00 X X 120161 0 26713 JILLIAN LONDINO DIRECTOR - OPERATIOINS & STRATEGIC PROJECTS 40.00 X X 140072 0 9765 ALIDA SMITH CHIEF MARKETING OFFICER 40.00 X X 114028 0 6972 CAROL R BRADFORD MD MS FACS DIRECTOR 0.25 X 0 0 0 RENEE CACCHILLO DIRECTOR 0.25 X 0 0 0 STEVE STEINOUR DIRECTOR 0.25 X 0 0 0 GRACE WANG DIRECTOR 0.25 X 0 0 0 1650073 0 180247 8 0 1 0 RIGHTPOINT CONSULTING LLC 29 N WACKER DRIVE 4TH FLOOR CHICAGO IL 60606 SOFTWARE DEVELOPMENT 1226440 ELEVATE PICTURES 3199 INDIANOLA AVE COLUMBUS OH 43202 VIDEO PRODUCTION 370000 FORT VENTURES LLC 464 W BROAD ST COLUMBUS OH 43215 CREATIVE SERVICES 162000 CADENCE EVENT MANAGEMENT LLC PO BOX 7396369 DALLAS TX 75373 EVENT PRODUCTION 137538 4 14844649 14844649 RIDER DONATIONS 900099 19313527 19313527 REGISTRATION FEES 900099 584900 584900 19898427 34466 34466 251519 144213 107306 107306 OTHER INCOME 900099 8027 8027 8027 34892875 20013760 0 34466 16396911 16396911 1650073 851501 450209 348363 712494 367674 194398 150422 71793 37048 19588 15157 239952 123825 65469 50658 147191 75956 40160 31075 783624 343611 299436 140577 43382 19023 16577 7782 57383 25162 21927 10294 284054 2335 280764 955 953423 408249 215851 329323 32029 16528 8739 6762 277919 143417 75828 58674 81963 42296 22363 17304 21599 11146 5893 4560 947261 947261 EVENT EXPENSES 1438366 742252 392446 303668 POSTAGE AND SUPPLIES 232224 232224 OTHER STAFF EXPENSE 65865 65865 BAD DEBT EXPENSE 25000 25000 24462506 19606934 3379998 1475574 12442996 9913032 15102305 11304732 39817 149981 165897 534783 142608 0 392175 2062 526647 1469734 1665951 14253 25381696 27807886 552292 519233 11869735 627536 1368304 13049563 1887537 X 7719968 12332133 18200381 12332133 25920349 25381696 27807886 10430369 -33900 3191747 0 X X 0 1 X 1 0 X 14027688 23998076 38025764 14027688 23998076 38025764 31076 37994688 57141 34466 91607 394554 8027 402581 38519952 191418 0.98640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 534783 142608 392175 392175 34936147 43272 43272 34892875 0 34892875 24505778 43272 43272 24462506 0 24462506 PART XI, LINE 2D - OTHER ADJUSTMENTS: INKIND CONTRIBUTIONS 43,272. PART XII, LINE 2D - OTHER ADJUSTMENTS: INKIND EXPENSES 43,272. 1 THE OHIO STATE UNIVERSITY JAMES CANCER HOSPITAL AND SOLOVE RESEARCH INST 460 W 10TH AVE COLUMBUS OH 43215 501(C)(3) 27089404 0 CANCER RESEARCH PART I, LINE 2: PELOTONIA HAS ENTERED INTO A MEMORANDUM OF AGREEMENT WITH THE OHIO STATE UNIVERSITY THAT OUTLINES THE POLICIES AND PROCEDURES REGARDING GRANTMAKING FROM PELOTONIA TO THE UNIVERSITY. X X X 0 0 0 0 0 0 0 0 0 DOUGLAS E ULMAN CEO AND EX-OFFICIO DIRECTIO 444348 0 50000 0 0 0 10437 0 22527 0 527312 0 0 0 JOSEPH D APGAR PRESIDENT 211522 0 45000 0 520 0 8461 0 22527 0 288030 0 0 0 NICHOLAS DENBY CFO 175968 0 42500 0 0 0 7039 0 22527 0 248034 0 0 0 ERIC J OLSAVSKY VP OF COMMUNITY ENGAGEMENT & PARTNER 117811 0 33833 0 520 0 4712 0 22527 0 179403 0 0 0 KRISTOPHER L ANDERSON DIRECTO OF EVENT PRODUCTION 120482 0 32788 0 520 0 4819 0 11221 0 169830 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DAN ROSENTHAL IS THE CHAIR OF THE PELOTONIA BOARD AS WELL AS THE CFO OF ROOT INSURANCE. DOUG ULMAN IS THE CEO OF THE PELOTONIA AS WELL AS A ROOT INSURANCE BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 11B PELOTONIA STAFF ARE RESPONSIBLE FOR COMPLING AND PREPARING THE FINANCIAL STATEMENTS THAT ARE THEN AUDITED BY AN OUTSIDE FIRM. UPON COMPLETION OF THE AUDIT, AN OUTSIDE TAX FIRM IS ENGAGED TO PREPARE THE ANNUAL FORM 990 RETURN. BEFORE FILING, THE RETURN IS REVIEWED BY THE PELOTONIA CFO AND THEN PROVIDED TO THE PELOTONIA BOARD FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO AND PRESIDENT IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE PRESIDENT AND CEO. THE TOTAL ORGANIZATIONAL COMPENSATION IS REVIEWED AND APPROVED ANUALLY BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND ALL GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.