Civic Intelligence

The Disability Foundation Inc

990 • Fiscal year 2017 • EIN 31-1725978

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

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

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

31st percentile

0.00x

Higher debt load relative to revenue than 31% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

78th percentile

21%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$150,026

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 50.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$578,934

Up $90,922 (+19%) from 2016

Net Assets

Up

$577,915

Up $91,151 (+19%) from 2016

Liabilities

Down

$1,019

Down $229 (-18%) from 2016

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin78th percentile

Revenue

Up

$294,665

Up $36,974 (+14%) from 2016

Expenses

Down

$233,268

Down $724 (-0.3%) from 2016

Net Income

Up

$61,397

Up $37,698 (+159%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2017

Assets$578,934
Liabilities$1,019
Net Assets$577,915
Open 2017 Filing

Operations Trend

Revenue Growth65th 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

2017

Revenue$294,665
Expenses$233,268
Net Income$61,397
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$294,665
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$322,482$427,705▲ $105,223
Savings and Temporary Cash Investments$158,831$144,530▼ $14,301
Accounts Receivable$6,699$6,699→ $0
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$488,012$578,934▲ $90,922
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,248$1,019▼ $229
Total Liabilities$1,248$1,019▼ $229
Net Assets / Fund Balance
Unrestricted Net Assets$486,764$577,915▲ $91,151
Total Net Assets Fund Balance$486,764$577,915▲ $91,151
Total Liabilities and Net Assets / Fund Balance$488,012$578,934▲ $90,922
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Kevin HaydeExecutive DirectorFT$97,992$97,992

Board Members and Trustees

NameTitle
Brittany O'DiamChairperson
Gregory D DarlingExecutive Director
Gussie JonesTrustee
Jessica JenkinsTrustee
Joseph B BaldasareTrustee
Joseph SzokeTrustee
Judith A LamusgaTrustee
Kathy RearickTrustee
Leon VandeCreekTrustee
Marion JacksonTrustee
Nancy BanksTrustee
Nikki BurnsTrustee
Shari CooperTrustee
Tiffany KellnerTrustee
Patricia IoasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$497
Program Service Revenue
$275,121
Investment Income
$19,047
Other Revenue
$0
All Other Contributions
$497
Change in Net Assets
$61,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$201,040
Other Expenses$24,589
Total Fundraising Expense$11,103
Grants and Similar Amounts Paid$7,639
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$112,600$65,684$9,383$187,667
Other Employee Benefits$7,689$4,485$641$12,815
Grants to Domestic Individuals$7,639--$7,639
All Other Expenses$2,808$1,636$235$4,679
Other Expenses$1,329$775$111$2,215
Fees for Services Accounting-$2,210-$2,210
Travel$1,180$688$98$1,966
Office Expenses$1,165$679$97$1,941
Fees for Service Investment Mgmnt Fees-$1,393-$1,393
Conferences and Meetings$498$290$42$830
Payroll Taxes$335$195$28$558
Total Functional Expenses$140,856$81,309$11,103$233,268
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
Gregory D Darling
Title
Executive Director
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory D Darling
Formed
1998
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
14
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 Decreases

“nondeductible late filing tax penalties (being appealed) = -$3534”

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 Operating 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, 2017.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm14Judith A Lamusga
IRS990/Form990PartVIISectionAGrp/PersonNm15Gregory D Darling
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
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IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/MembersOrStockholdersInd0true
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IRS990/MissionDesc0To provide benefits to individuals with disabilities by making distributions which do not jeopardize entitlements
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0577915
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/FundraisingAmt097
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0679
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IRS990/OfficeExpensesGrp/TotalAmt01941
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherChangesInNetAssetsAmt0-3534
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0641
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04485
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07689
IRS990/OtherEmployeeBenefitsGrp/TotalAmt012815
IRS990/OtherExpensesGrp/Desc0meeting expenses
IRS990/OtherExpensesGrp/Desc1parking
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3community investment fee
IRS990/OtherExpensesGrp/FundraisingAmt0206
IRS990/OtherExpensesGrp/FundraisingAmt1143
IRS990/OtherExpensesGrp/FundraisingAmt2119
IRS990/OtherExpensesGrp/FundraisingAmt3111
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01439
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11002
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2833
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3775
IRS990/OtherExpensesGrp/ProgramServicesAmt02468
IRS990/OtherExpensesGrp/ProgramServicesAmt11718
IRS990/OtherExpensesGrp/ProgramServicesAmt21427
IRS990/OtherExpensesGrp/ProgramServicesAmt31329
IRS990/OtherExpensesGrp/TotalAmt04113
IRS990/OtherExpensesGrp/TotalAmt12863
IRS990/OtherExpensesGrp/TotalAmt22379
IRS990/OtherExpensesGrp/TotalAmt32215
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09383
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt065684
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0112600
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IRS990/PayrollTaxesGrp/FundraisingAmt028
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0195
IRS990/PayrollTaxesGrp/ProgramServicesAmt0335
IRS990/PayrollTaxesGrp/TotalAmt0558
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Gregory D Darling
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IRS990/ProgramServiceRevenueGrp/Desc1Flex Spending Trust Adm
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1225750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt233385
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt35986
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1225750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt233385
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt35986
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.
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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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IRS990/PYTotalRevenueAmt0257691
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IRS990/ReconcilationRevenueExpnssAmt061397
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IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$578,934
Liabilities
$1,019
Net assets
$577,915
Revenue
$294,665
Expenses
$233,268
Net income
$61,397
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
2017Detailed filing. Detailed filing data is available for this year.$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