Civic Intelligence

The Disability Foundation Inc

990 • Fiscal year 2018 • EIN 31-1725978

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 18, 2019

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

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

94th percentile

$155,340

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 43.9% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

73rd percentile

15%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

20%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$663,232

Up $84,298 (+15%) from 2017

Net Assets

Up

$656,602

Up $78,687 (+14%) from 2017

Liabilities

Up

$6,630

Up $5,611 (+551%) from 2017

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin86th percentile

Revenue

Up

$353,550

Up $58,885 (+20%) from 2017

Expenses

Up

$235,404

Up $2,136 (+0.9%) from 2017

Net Income

Up

$118,146

Up $56,749 (+92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2018

Assets$663,232
Liabilities$6,630
Net Assets$656,602
Open 2018 Filing

Operations Trend

Revenue Growth72nd 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

2018

Revenue$353,550
Expenses$235,404
Net Income$118,146
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 18, 2019
Return Version
2017v2.2
Gross Receipts
$353,550
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$427,705$499,877▲ $72,172
Savings and Temporary Cash Investments$144,530$156,629▲ $12,099
Accounts Receivable$6,699$6,726▲ $27
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$578,934$663,232▲ $84,298
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,019$6,630▲ $5,611
Total Liabilities$1,019$6,630▲ $5,611
Net Assets / Fund Balance
Unrestricted Net Assets$577,915$656,602▲ $78,687
Total Net Assets Fund Balance$577,915$656,602▲ $78,687
Total Liabilities and Net Assets / Fund Balance$578,934$663,232▲ $84,298
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Gregory D DarlingExecutive DirectorFT$36,586$36,586

Board Members and Trustees

NameTitle
Brittany O'DiamChairperson
Gussie JonesTrustee
Jessica JenkinsTrustee
Joseph B BaldasareTrustee
Joseph SzokeTrustee
Kathy RearickTrustee
Marion JacksonTrustee
Michelle SungaardTrustee
Nancy BanksTrustee
Shari CooperTrustee
Tiffany KellnerTrustee
Tom DeRossTrustee
Patricia IoasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,090
Program Service Revenue
$277,460
Investment Income
$75,000
Other Revenue
$0
All Other Contributions
$1,090
Change in Net Assets
$118,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$191,528
Other Expenses$43,876
Total Fundraising Expense$11,678
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$110,770$64,616$9,231$184,617
All Other Expenses$5,326$3,106$444$8,876
Other Employee Benefits$3,773$2,201$315$6,289
Fees for Services Legal$2,354$1,374$196$3,924
Travel$2,045$1,193$170$3,408
Office Expenses$2,018$1,177$168$3,363
Other Expenses$1,706$996$142$2,844
Advertising$1,365$796$114$2,275
Fees for Services Other$1,329$775$111$2,215
Conferences and Meetings$1,298$757$108$2,163
Fees for Service Investment Mgmnt Fees-$1,845-$1,845
Payroll Taxes$373$218$31$622
Total Functional Expenses$140,134$83,592$11,678$235,404
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 Gregory D Darling -- 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. The 990 will be reviewed by the Finance Committee at their April 2019 meeting and summarized for the full board at their meeting the same day.”

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
2019-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory D Darling
Formed
1998
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
13
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

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, 2018.”

Raw XML AppendixShowing 400 of 574 raw XML fields

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/Desc0During the period 7/1/17 through 6/30/18,The Disability Foundation, as "Distribution Trustee" of The Ohio Community Pooled Annuity Trust conducted approximately 40 information meetings to professional organizations, individuals, families, support groups and community civic organizations on The Disability Foundation and its pooled trusts, with group sizes ranging from 2 to 300. Durin FY 2018:* We now have over 800 trust accounts across 36 counties in Ohio* Established 100 new accounts* Distributed over $2M to beneficiaries* For the first time in the foundation's history exceeded 800 participants* Have Assets over $21M* Refined systems of reconciliation for both the flexible spending and the annuity trusts* Internal accountability controls have bee refined and strengthened* Deposits and distribution requests are now electronically transmitted to the bank, eliminating many problems associated with mailing, reducing time & increasing security* developed system to accept electronic deposits* refined website to make more attractive and easy to navigate to useful information* an independent charitable gift annuity risk audit was completed in March by "Charitable Solutions, LLC" ( Bryan Clontz, Phd, CFP) and found our annuity trust to be exceptionally financially healthyWe are making a concerted effort to reconnect in person with beneficiaries, where possible. We take our fiduciary responsibility to our beneficiaries very seriously. It is our responsibility to work with the beneficiary and their personal representative to manage the trust for their benefit. This requires planning and a good sense of the challenges presented to the beneficiary by the disability with which they live.It is important to gain visibility for our program, not only in the Miami Valley but around the state of Ohio. We frequently make presentations to professional advisors, county boards and community organizations.Of particular note during FY 2018, we also broadened exposure by:* exhibiting at the Ohio Providers Resources Association Fall Conference 2017 in Columbus Ohio;*being the sole sponsor and exhibitor at the Dayton Bar Association Probate Law Conference;* in March 2018, we not only had an exhibition table but also led off the OHio Bar Association Elder Law Conference in Columbus with a panel discussion joining the Community Fund Management Foundation of Cleveland. We presented "Pooled Trusts: Everything You wanted to know but were afraid to ask" to 180 attorney from across Ohio.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
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IRS990/OfficeExpensesGrp/FundraisingAmt0168
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IRS990/OfficeExpensesGrp/ProgramServicesAmt02018
IRS990/OfficeExpensesGrp/TotalAmt03363
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
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IRS990/OtherExpensesGrp/FundraisingAmt1245
IRS990/OtherExpensesGrp/FundraisingAmt2154
IRS990/OtherExpensesGrp/FundraisingAmt3142
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11714
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21080
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IRS990/OtherExpensesGrp/ProgramServicesAmt02989
IRS990/OtherExpensesGrp/ProgramServicesAmt12938
IRS990/OtherExpensesGrp/ProgramServicesAmt21850
IRS990/OtherExpensesGrp/ProgramServicesAmt31706
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IRS990/OtherExpensesGrp/TotalAmt14897
IRS990/OtherExpensesGrp/TotalAmt23084
IRS990/OtherExpensesGrp/TotalAmt32844
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09231
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt064616
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0110770
IRS990/OtherSalariesAndWagesGrp/TotalAmt0184617
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt031
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0218
IRS990/PayrollTaxesGrp/ProgramServicesAmt0373
IRS990/PayrollTaxesGrp/TotalAmt0622
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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/RelatedOrExemptFuncIncomeAmt134710
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2232750
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134710
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2232750
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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/PYTotalRevenueAmt0294665
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$663,232
Liabilities
$6,630
Net assets
$656,602
Revenue
$353,550
Expenses
$235,404
Net income
$118,146
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