Civic Intelligence

The Disability Foundation Inc

990 • Fiscal year 2014 • EIN 31-1725978

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

Organization Profilewww.daytonfoundation.org
40 N Main Kettering Tower Ste 50045423

(937) 225-9939

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

99th percentile

$133,092

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 57.9% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets56th percentile

Assets

$422,052

No earlier filing loaded for comparison.

Net Assets

$421,586

No earlier filing loaded for comparison.

Liabilities

$466

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin82nd percentile

Revenue

$229,801

No earlier filing loaded for comparison.

Expenses

$169,093

No earlier filing loaded for comparison.

Net Income

$60,708

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2014: $422,052Liabilities 2014: $466Net Assets 2014: $421,5862014Assets 2015: $482,360Liabilities 2015: $1,725Net Assets 2015: $480,6352015Assets 2016: $488,012Liabilities 2016: $1,248Net Assets 2016: $486,7642016Assets 2017: $578,934Liabilities 2017: $1,019Net Assets 2017: $577,9152017Assets 2018: $663,232Liabilities 2018: $6,630Net Assets 2018: $656,6022018Assets 2019: $654,384Liabilities 2019: $5,530Net Assets 2019: $648,8542019Assets 2020: $782,311Liabilities 2020: $56,027Net Assets 2020: $726,2842020Assets 2021: $1,037,677Liabilities 2021: $79,020Net Assets 2021: $958,6572021Assets 2022: $942,985Liabilities 2022: $49,336Net Assets 2022: $893,6492022Assets 2023: $978,210Liabilities 2023: $7,146Net Assets 2023: $971,0642023Assets 2024: $1,190,143Liabilities 2024: $52,080Net Assets 2024: $1,138,0632024

Highlighted filing

2014

Assets$422,052
Liabilities$466
Net Assets$421,586
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2014: $229,801Expenses 2014: $169,093Net Income 2014: $60,7082014Revenue 2015: $260,184Expenses 2015: $199,884Net Income 2015: $60,3002015Revenue 2016: $257,691Expenses 2016: $233,992Net Income 2016: $23,6992016Revenue 2017: $294,665Expenses 2017: $233,268Net Income 2017: $61,3972017Revenue 2018: $353,550Expenses 2018: $235,404Net Income 2018: $118,1462018Revenue 2019: $302,882Expenses 2019: $314,408Net Income 2019: -$11,5262019Revenue 2020: $332,278Expenses 2020: $252,464Net Income 2020: $79,8142020Revenue 2021: $356,924Expenses 2021: $267,501Net Income 2021: $89,4232021Revenue 2022: $383,615Expenses 2022: $294,354Net Income 2022: $89,2612022Revenue 2023: $340,853Expenses 2023: $323,136Net Income 2023: $17,7172023Revenue 2024: $377,294Expenses 2024: $318,780Net Income 2024: $58,5142024

Highlighted filing

2014

Revenue$229,801
Expenses$169,093
Net Income$60,708
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$229,801
Mission and Program Overview

Mission

To provide benefits to individuals with disabilities by making distributions which do not jeopardize entitlements

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$274,988$325,833▲ $50,845
Savings and Temporary Cash Investments$62,255$96,219▲ $33,964
Accounts Receivable$11,403$0▼ $11,403
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$348,646$422,052▲ $73,406
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,348$466▼ $1,882
Total Liabilities$2,348$466▼ $1,882
Net Assets / Fund Balance
Unrestricted Net Assets$346,298$421,586▲ $75,288
Total Net Assets Fund Balance$346,298$421,586▲ $75,288
Total Liabilities and Net Assets / Fund Balance$348,646$422,052▲ $73,406
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph B BaldasareTrustee--$133,092$133,092
Kevin R HaydeExecutive DirecFT$66,807$6,038$72,845

Board Members and Trustees

NameTitle
Mary Rita WeissmanChairperson
Brittany O'DiamTrustee
Gussie JonesTrustee
Jessica JenkinsTrustee
Joseph SzokeTrustee
Judith A LaMusgaTrustee
Leon VandecreekTrustee
Mark GerhardsteinTrustee
Megan ManuelTrustee
Nicki BurnsTrustee
Patricia IoasTrustee
Shari CooperTrustee
Steve NiswongerTrustee
Tiffany KellnerTrustee
Tom DeRossTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$10,851
Program Service Revenue
$180,111
Investment Income
$38,839
Other Revenue
$0
All Other Contributions
$10,851
Change in Net Assets
$60,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$131,643
Other Expenses$25,004
Grants and Similar Amounts Paid$12,446
Total Fundraising Expense$7,586
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$43,707$25,496$3,642$72,845
Other Salaries and Wages$28,550$16,654$2,379$47,583
Other Employee Benefits$6,729$3,925$561$11,215
Grants to Domestic Orgs$10,000--$10,000
All Other Expenses$2,710$2,179$227$5,116
Insurance$2,486$1,451$207$4,144
Grants to Domestic Individuals$2,446--$2,446
Fees for Services Accounting-$2,353-$2,353
Travel$1,097$640$92$1,829
Other Expenses$848$495$71$1,414
Fees for Service Investment Mgmnt Fees-$1,129-$1,129
Office Expenses$585$341$49$975
Conferences and Meetings$549$320$46$915
Fees for Services Legal$900--$900
Total Functional Expenses$104,344$57,163$7,586$169,093
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
31-6027287-501(c)(3)support human service levy$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Joseph B Baldasare and Kevin R Hayde -- business relationship”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The Dayton Foundation is the sole member of the organization.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“The Dayton Foundation can appoint and remove trustees.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The Dayton Foundation can appoint and remove trustees.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Form 990 will be e-mailed to the trustees of the entity for their review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“All board and committee members are asked to disclose any conflicts of interest on an annual basis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The entity's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

EIN
31-1725978
Phone
9372259939

Signing Officer

Name
Kevin R Hayde
Title
Executive Director
Signed
2015-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin R Hayde
Formed
1998
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
15
Employees
0

Preparer

Preparer
Belinda a Burns
Phone
9372224505
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

“The Disability Foundation is included in the audited consolidated financial statements of The Dayton Foundation. The Dayton Foundation has a committee that assumes responsibility for oversight of the audit of the financial statements and the selection of an independent accountant.”

Financial Statement Notes

Part X : FIN48 Footnote

“The Disability Foundation is included in the audited consolidated financial statements of The Dayton Foundation. The following footnote is included with the consolidated financial statements:The Foundation determines the recognition of uncertain tax positions, if applicable, that may subject the organization to unrelated business income tax by applying a more-likely-than-not recognition threshold and determines the measurement of uncertain tax positions considering the amounts and probabilities of the outcomes that could be realized upon ultimate settlement with tax authorities. Based on its review, management does not belive the Foundation has taken any material uncertain tax positions, including any position that would place the Foundation's exempt status in jeopardy as of June 30, 2014.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
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IRS990/GainOrLossGrp/OtherAmt032883
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IRS990/GoverningBodyVotingMembersCnt016
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt0207
IRS990/InsuranceGrp/ManagementAndGeneralAmt01451
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IRS990/InsuranceGrp/TotalAmt04144
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide benefits to individuals with disabilities by making distributions which do not jeopardize entitlements
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0421586
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt014580
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt049
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0341
IRS990/OfficeExpensesGrp/ProgramServicesAmt0585
IRS990/OfficeExpensesGrp/TotalAmt0975
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0561
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03925
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt06729
IRS990/OtherEmployeeBenefitsGrp/TotalAmt011215
IRS990/OtherExpensesGrp/Desc0miscellaneous
IRS990/OtherExpensesGrp/Desc1parking
IRS990/OtherExpensesGrp/Desc2community investment fee
IRS990/OtherExpensesGrp/Desc3Postage and Shipping
IRS990/OtherExpensesGrp/FundraisingAmt0111
IRS990/OtherExpensesGrp/FundraisingAmt1110
IRS990/OtherExpensesGrp/FundraisingAmt291
IRS990/OtherExpensesGrp/FundraisingAmt371
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0779
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1768
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2633
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3495
IRS990/OtherExpensesGrp/ProgramServicesAmt01334
IRS990/OtherExpensesGrp/ProgramServicesAmt11317
IRS990/OtherExpensesGrp/ProgramServicesAmt21086
IRS990/OtherExpensesGrp/ProgramServicesAmt3848
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IRS990/OtherExpensesGrp/TotalAmt12195
IRS990/OtherExpensesGrp/TotalAmt21810
IRS990/OtherExpensesGrp/TotalAmt31414
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt02379
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016654
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028550
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kevin R Hayde
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110000
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt240818
IRS990/ProgSrvcAccomActy2Grp/Desc0The Disability Foundation assists with the creation of annuity agreements for a Medicaid pooled trust and administers the trust for The Ohio Community Pooled Annuity Trust, a related Section 501(c)(3) organization.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041738
IRS990/ProgSrvcAccomActy3Grp/Desc0The Disability Foundation administers Pooled Flexible-Spending trusts for individuals with disabilities within the meaning of 42 USC 1396P(D)(4)(C)
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IRS990/PYOtherExpensesAmt024173
IRS990/PYProgramServiceRevenueAmt0114836
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IRS990/PYTotalExpensesAmt0157822
IRS990/PYTotalRevenueAmt0133339
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IRS990/ReconcilationRevenueExpnssAmt060708
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt096219
IRS990ScheduleA/Contribution35ControlledInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$422,052
Liabilities
$466
Net assets
$421,586
Revenue
$229,801
Expenses
$169,093
Net income
$60,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.05$1.14$0.38$0.32$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.01$0.97$0.34$0.32$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.05$0.89$0.38$0.29$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.08$0.96$0.36$0.27$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.06$0.73$0.33$0.25$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.01$0.65$0.30$0.31$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.66$0.35$0.24$0.12
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.29$0.23$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.26$0.23$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.26$0.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.23$0.17$0.06