2021-11-15T16:11:08-06:00 2020-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2020-01-01 824997087 PELOTONIA PELO 6142216100 450 WEST BROAD STREET COLUMBUUS OH 43215 DOUGLAS E ULMAN CEO 6142216100 2021-11-15 1 DOUGLAS ULMAN 999009999 SCOTT W EICHAR P01289694 6142211120 2021-11-15 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z X DOUGLAS E ULMAN 450 WEST BROAD STREET COLUMBUUS OH 43215 14713921 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 $232 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. 10 10 20 50 0 0 3842796 10184892 57141 478669 14563498 13239369 0 2435642 0 1509709 2916871 18591882 -4028384 25381696 13049563 12332133 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 16268952 13239369 14105457 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 2020, PELOTONIA NEWLY AWARDED 42 FELLOWSHIP PROGRAM AWARDS TO EMPOWER YOUNG INNOVATORS ACROSS ACADEMIC FIELDS AND DISCIPLINES TO PURSUE A CAREER IN CANCER RESEARCH; 9 IDEA GRANTS TO ENABLE SCIENTISTS TO PURSUE NEW APPROACHES TO CANCER RESEARCH, AND 1 STATEWIDE INITIATIVE GRANT FOCUSED ONREDUCING THE HIGH BREAST CANCER MORTALITY AMONG AFRICAN AMERICAN WOMEN IN 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; 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. 16268952 1 1 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 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 31 0 1 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 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 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 MORLEY STONE DIRECTOR 0.25 X 0 0 0 MARK LARAMORE 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 PRESIDENT, CEO & EX-OFFICIO DIRECTOR 40.00 X X 409057 0 30866 JOSEPH D APGAR COO 40.00 X X 189923 0 7295 NICHOLAS DENBY CFO 40.00 X X 188384 0 27097 WILLIAM SIMS HEAD OF PRODUCT 40.00 X X 135064 0 24964 KRISTOPHER L ANDERSON GENERAL MANAGER, THE RIDE 40.00 X X 116341 0 4654 ERIC J OLSAVSKY DIRECTOR OF COMMUNITY ENGAGEMENT & PARTNERSHIPS 40.00 X X 114101 0 23977 STEPHANI ZIMMERMAN DIRECTOR OF STEWARDSHIP AND SP. ASSISTANT TO CEO 40.00 X X 112846 0 14118 STEVE STEINOUR DIRECTOR 0.75 X 0 0 0 1265716 0 132971 7 0 1 0 RIGHTPOINT CONSULTING LLC 29 N WACKER DRIVE 4TH FLOOR CHICAGO IL 60606 SOFTWARE DEVELOPMENT 2020533 AWH 495 METRO PL S SUITE 340 DUBLIN OH 43017 SOFTWARE DEVELOPMENT 215775 ELEVATE PICTURES 3199 INDIANOLA AVE COLUMBUS OH 43202 VIDEO PRODUCTION 200000 FORT VENTURES LLC 464 W BROAD ST COLUMBUS OH 43215 CREATIVE SERVICES 180025 AETNA 151 FARMINGTON AVENUE HARTFORD CT 06156 HEALTH INSURANCE 157084 6 3842796 3842796 RIDER DONATIONS 900099 10019254 10019254 REGISTRATION FEES 900099 165638 165638 10184892 57141 57141 234538 150423 84115 84115 PPP LOAN REVENUE 900099 316785 316785 OTHER INCOME 900099 77769 77769 394554 14563498 10663561 0 57141 13239369 13239369 1398686 707113 248656 442917 706149 356998 125537 223614 207913 105112 36962 65839 122894 62130 21847 38917 964570 584936 129566 250068 66829 56805 10024 42104 21286 7485 13333 223301 174553 12803 35945 222922 112688 39624 70610 243517 123112 43291 77114 131577 66520 23391 41666 34612 17498 6154 10960 734866 624636 36743 73487 MISC. EXPENSES 182486 16931 20853 144702 EVENT EXPENSES 70087 56070 3504 10513 18591882 16268952 813221 1509709 12442996 11304732 149981 1469734 0 14253 0 25381696 552292 11869735 627536 0 13049563 X 0 0 0 0 0 12332133 0 12332133 0 25381696 X -4028384 102070 16258447 X 0 1 X 1 0 X 14027688 14027688 14027688 14027688 1221207 12806481 57141 57141 394554 394554 14479383 84112 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 14665568 102070 102070 14563498 0 14563498 18693952 102070 102070 18591882 0 18591882 PART XI, LINE 2D - OTHER ADJUSTMENTS: INKIND CONTRIBUTIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: INKIND EXPENSES 1 THE OHIO STATE UNIVERSITY JAMES CANCER HOSPITAL AND SOLOVE RESEARCH INST 460 W 10TH AVE COLUMBUS OH 43215 501(C)(3) 13239369 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 PRESIDENT, CEO & EX-OFFICIO DIRECTOR 409057 0 0 0 0 0 11400 0 19466 0 439923 0 0 0 NICHOLAS DENBY CFO 160884 0 27500 0 0 0 7631 0 19466 0 215481 0 0 0 JOSEPH D APGAR COO 161923 0 27500 0 500 0 7295 0 0 0 197218 0 0 0 WILLIAM SIMS HEAD OF PRODUCT 115684 0 2500 0 16880 0 5498 0 19466 0 160028 0 0 0 X 26548 COST OF DONATED PROPERTY X HAND SANITIZER 0 6660 COST OF DONATED PROP X PRINTING PRODUCTS 0 2500 COST OF DONATED PROP 0 0 0 PART I, COLUMN (B): FOOD INVENTORY CONSISTS OF EVENT SNACKS, 5,000 UNITS OF ENSURE MAX, 19,000 PEDIALYTE STICKS, 8,000 ZONE PERFECT BARS, CLIF BAR, BUILDER'S BARS, LUNA BARS. 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 XI, LINE 9: RETAINED EARNINGS ADJUSTMENT 16,258,447.