Civic Intelligence

The Disability Foundation Inc

990 • Fiscal year 2020 • EIN 31-1725978

Jul 01, 2019 to Jun 30, 2020 • Filed on May 04, 2021

Organization Profilewww.disability-foundation.org
1401 S Main StDayton, OH 45409

(937) 225-9939

Siviq Scores

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

Liabilities / Assets

55th percentile

0.07x

Higher debt load relative to assets than 55% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.17x

Higher debt load relative to revenue than 67% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$164,643

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 49.5% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

9.7%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$782,311

Up $127,927 (+20%) from 2019

Net Assets

Up

$726,284

Up $77,430 (+12%) from 2019

Liabilities

Up

$56,027

Up $50,497 (+913%) from 2019

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin75th percentile

Revenue

Up

$332,278

Up $29,396 (+9.7%) from 2019

Expenses

Down

$252,464

Down $61,944 (-20%) from 2019

Net Income

Up

$79,814

Up $91,340 (+792%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2020

Assets$782,311
Liabilities$56,027
Net Assets$726,284
Open 2020 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

2020

Revenue$332,278
Expenses$252,464
Net Income$79,814
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 4, 2021
Return Version
2019v5.0
Gross Receipts
$332,278
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$530,413$719,793▲ $189,380
Savings and Temporary Cash Investments$123,971$59,873▼ $64,098
Accounts Receivable-$2,600-
Pledges and Grants Receivable-$45-
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$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$654,384$782,311▲ $127,927
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$5,530$56,027▲ $50,497
Total Liabilities$5,530$56,027▲ $50,497
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$648,854$726,284▲ $77,430
Total Net Assets Fund Balance$648,854$726,284▲ $77,430
Total Liabilities and Net Assets / Fund Balance$654,384$782,311▲ $127,927
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Gregory D DarlingExecutive DirectorFT$81,340$81,340

Board Members and Trustees

NameTitle
Brittany O'Diam-HorsemanChairperson
Ashley BurkeTrustee
Blair CornellTrustee
Elizabeth Mayer-DurnellTrustee
Gussie JonesTrustee
Jessica JenkinsTrustee
John WhiteTrustee
Joseph B BaldasareTrustee
Joseph SzokeTrustee
Kathy RearickTrustee
Marion JacksonTrustee
Pamela CombsTrustee
Shari CooperTrustee
Tom DeRossTrustee
Patricia IoasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$911
Program Service Revenue
$307,285
Investment Income
$24,082
Other Revenue
$0
All Other Contributions
$911
Change in Net Assets
$79,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$208,016
Other Expenses$44,448
Total Fundraising Expense$12,462
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$119,663$69,804$9,972$199,439
Advertising$4,885$2,849$407$8,141
Other Employee Benefits$4,844$2,825$404$8,073
Fees for Services Legal$3,288$1,918$274$5,480
Travel$3,277$1,912$273$5,462
All Other Expenses$2,008$1,169$168$3,345
Fees for Service Investment Mgmnt Fees-$3,236-$3,236
Fees for Services Accounting$1,714$999$143$2,856
Office Expenses$1,301$759$109$2,169
Conferences and Meetings$1,299$758$108$2,165
Other Expenses$1,120$653$93$1,866
Payroll Taxes$302$177$25$504
Total Functional Expenses$149,538$90,464$12,462$252,464
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 35% controlled entity
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.”

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
1401 S Main St, Dayton, OH 45409

Signing Officer

Name
Gregory D Darling
Title
Executive Director
Signed
2021-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory D Darling
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

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 or result in a material income tax liability as of June 30, 2020.”

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IRS990/Desc0In times of uncertainty, we all look to constants to help us navigate change with strength. Like a strong tree weathering a storm, The Disability Foundation has been steadfast in its commitment to provide financial options that enable individuals with disabilities or disadvantages to improve the quality of their life.Despite the challenges of the pandemic in the last 3 months of the year alone, we established 39 new trust accounts, received $1,510,355 in deposits and distributed $743,601 back to our beneficiaries to help them improve their quality of life in ways that are often not possible for individuals relying on public benefits.Our employees continue to work remotely, and, while that hasn't been without challenges, we've done everything we can to make sure funds can be received and distributed during these times.Highlights: * Created 122 trust accounts for individuals with disabilities, our best year since 2015 * Awarded over $57,000 in grants to nonprofit organizations serving people with disabilities who had been negatively impacted by the pandemic (funds came from growth of the deceased beneficiary fund) * Expanded use of debit cards to provide independence to beneficiaries with oversight provided by The Disability Foundation * Increased number of individuals using electronic deposit * Created comparison materials to assist people considering a STABLE account * Served individuals in 41 counties across Ohio, an increase from 36 last fiscal year * Grew active management accounts to over $26M * Began to offer direct payment of wireless bills, substantially reducing the time for payment
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Chairperson
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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
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
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IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0719793
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IRS990/LobbyingActivitiesInd0false
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
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IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2384
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt0109
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0759
IRS990/OfficeExpensesGrp/ProgramServicesAmt01301
IRS990/OfficeExpensesGrp/TotalAmt02169
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0404
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt02825
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt04844
IRS990/OtherEmployeeBenefitsGrp/TotalAmt08073
IRS990/OtherExpensesGrp/Desc0community investment fee
IRS990/OtherExpensesGrp/Desc1paybacks
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3telephone
IRS990/OtherExpensesGrp/FundraisingAmt0179
IRS990/OtherExpensesGrp/FundraisingAmt1176
IRS990/OtherExpensesGrp/FundraisingAmt2131
IRS990/OtherExpensesGrp/FundraisingAmt393
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01254
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11234
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3653
IRS990/OtherExpensesGrp/ProgramServicesAmt02149
IRS990/OtherExpensesGrp/ProgramServicesAmt12115
IRS990/OtherExpensesGrp/ProgramServicesAmt21573
IRS990/OtherExpensesGrp/ProgramServicesAmt31120
IRS990/OtherExpensesGrp/TotalAmt03582
IRS990/OtherExpensesGrp/TotalAmt13525
IRS990/OtherExpensesGrp/TotalAmt22621
IRS990/OtherExpensesGrp/TotalAmt31866
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09972
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069804
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0119663
IRS990/OtherSalariesAndWagesGrp/TotalAmt0199439
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt025
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0177
IRS990/PayrollTaxesGrp/ProgramServicesAmt0302
IRS990/PayrollTaxesGrp/TotalAmt0504
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt045
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Gregory D Darling
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1Flex Spending Trust Adm
IRS990/ProgramServiceRevenueGrp/Desc2OCPAT Adm Fees
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1263250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt234035
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1263250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt234035
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/PYProgramServiceRevenueAmt0265350
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IRS990/PYTotalRevenueAmt0302882
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0123971
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059873
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$782,311
Liabilities
$56,027
Net assets
$726,284
Revenue
$332,278
Expenses
$252,464
Net income
$79,814
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
2020Detailed filing. Detailed filing data is available for this year.$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