Civic Intelligence

The Disability Foundation Inc

990 • Fiscal year 2015 • EIN 31-1725978

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

Organization Profilewww.daytonfoundation.org
40 N Main Kettering Tower Ste 500Dayton, OH 45423

(937) 225-9939

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

99th percentile

$138,793

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 53.3% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

67th percentile

14%

Faster asset growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

13%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$482,360

Up $60,308 (+14%) from 2014

Net Assets

Up

$480,635

Up $59,049 (+14%) from 2014

Liabilities

Up

$1,725

Up $1,259 (+270%) from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin79th percentile

Revenue

Up

$260,184

Up $30,383 (+13%) from 2014

Expenses

Up

$199,884

Up $30,791 (+18%) from 2014

Net Income

Down

$60,300

Down $408 (-0.7%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2015

Assets$482,360
Liabilities$1,725
Net Assets$480,635
Open 2015 Filing

Operations Trend

Revenue Growth66th percentile

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

2015

Revenue$260,184
Expenses$199,884
Net Income$60,300
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$260,184
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$325,833$330,491▲ $4,658
Savings and Temporary Cash Investments$96,219$151,869▲ $55,650
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$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$422,052$482,360▲ $60,308
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$466$1,725▲ $1,259
Total Liabilities$466$1,725▲ $1,259
Net Assets / Fund Balance
Unrestricted Net Assets$421,586$480,635▲ $59,049
Total Net Assets Fund Balance$421,586$480,635▲ $59,049
Total Liabilities and Net Assets / Fund Balance$422,052$482,360▲ $60,308
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joseph B BaldasareTrustee-$138,793$138,793
Kevin R HaydeExecutive DirecFT$75,386$75,386

Board Members and Trustees

NameTitle
Brittany O'DiamChairperson
Gussie JonesTrustee
Jessica JenkinsTrustee
Joseph SzokeTrustee
Judith A LaMusgaTrustee
Kathy RearickTrustee
Leon VandecreekTrustee
Marion JacksonTrustee
Megan ManuelTrustee
Nancy BanksTrustee
Nicki BurnsTrustee
Shari CooperTrustee
Tiffany KellnerTrustee
Patricia IoasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$457
Program Service Revenue
$235,958
Investment Income
$23,769
Other Revenue
$0
All Other Contributions
$457
Change in Net Assets
$60,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$157,961
Other Expenses$25,938
Grants and Similar Amounts Paid$15,985
Total Fundraising Expense$8,734
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$46,330$27,026$3,861$77,217
Current Officers, Directors, Trustees, and Key Employees$41,392$24,145$3,449$68,986
Grants to Domestic Individuals$15,985--$15,985
Other Employee Benefits$6,911$4,032$576$11,519
Fees for Services Accounting$1,500$2,376-$3,876
Fees for Services Legal$3,800--$3,800
All Other Expenses$2,007$1,530$167$3,704
Travel$1,265$738$105$2,108
Other Expenses$978$570$82$1,630
Conferences and Meetings$871$507$73$1,451
Office Expenses$787$459$66$1,312
Fees for Service Investment Mgmnt Fees-$1,215-$1,215
Payroll Taxes$143$84$12$239
Total Functional Expenses$126,074$65,076$8,734$199,884
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

Filer Name
The Disability Foundation Inc
EIN
31-1725978
Phone
9372259939
Address
40 N Main Kettering Tower Ste 500, Dayton, OH 45423

Signing Officer

Name
Kevin R Hayde
Title
Executive Director
Signed
2016-05-13
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

Firm
Burns Tax Consulting LLC
Address
40 N MAIN ST KETTERING TOWERSTE 152, DAYTON, OH 45423
Preparer
Belinda a Burns
Phone
9372224505
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“conduit transfer from fund 1032 = $14631”

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.”

Relationship to Dayton Foundation and payroll services

“The Disability Foundation is a Type I Supporting Organzation under the auspices of the Dayton Foundation. In additon to overseeing the daily activites and monitoring the finances of the Disability Foundation, the Dayton Foundation also provides payroll services to the Disability Foundation. The Dayton Foundation pays Disability Foundation staff members and then is reimbursed, for those staff costs, from the Operationg Budget of the Disability Foundation.”

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, 2015.”

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IRS990/Form990PartVIISectionAGrp/PersonNm7Joseph B Baldasare
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IRS990/Form990PartVIISectionAGrp/PersonNm14Brittany O'Diam
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IRS990/OtherExpensesGrp/FundraisingAmt1122
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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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$482,360
Liabilities
$1,725
Net assets
$480,635
Revenue
$260,184
Expenses
$199,884
Net income
$60,300
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits