Civic Intelligence

The Disability Foundation Inc

990 • Fiscal year 2023 • EIN 31-1725978

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 23, 2024

Organization Profilewww.disability-foundation.org
1401 S Main St 100Dayton, OH 45409

(937) 225-9939

Siviq Scores

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

Liabilities / Assets

44th percentile

0.01x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

52nd percentile

5.2%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

92nd percentile

$130,983

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

50th percentile

3.7%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

24th percentile

-11%

Faster revenue growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$978,210

Up $35,225 (+3.7%) from 2022

Net Assets

Up

$971,064

Up $77,415 (+8.7%) from 2022

Liabilities

Down

$7,146

Down $42,190 (-86%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin52nd percentile

Revenue

Down

$340,853

Down $42,762 (-11%) from 2022

Expenses

Up

$323,136

Up $28,782 (+9.8%) from 2022

Net Income

Down

$17,717

Down $71,544 (-80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2023

Assets$978,210
Liabilities$7,146
Net Assets$971,064
Open 2023 Filing

Operations Trend

Revenue Growth24th 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

2023

Revenue$340,853
Expenses$323,136
Net Income$17,717
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 23, 2024
Return Version
2022v5.0
Gross Receipts
$340,853
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$890,865$974,215▲ $83,350
Savings and Temporary Cash Investments$52,120$3,995▼ $48,125
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$942,985$978,210▲ $35,225
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$49,336$7,146▼ $42,190
Total Liabilities$49,336$7,146▼ $42,190
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$893,649$971,064▲ $77,415
Total Net Assets Fund Balance$893,649$971,064▲ $77,415
Total Liabilities and Net Assets / Fund Balance$942,985$978,210▲ $35,225
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Joseph B BaldasareTrustee-$130,983$130,983
Gregory D DarlingExecutive DirectorFT$93,910$93,910

Board Members and Trustees

NameTitle
Elizabeth Durnell-MaierChairperson
Ashley Burkevice Chair
Blair CornellTrustee
Debbie Watts RobinsonTrustee
Grant KramerTrustee
Jessica JenkinsTrustee
Kat CornellTrustee
Kathy RearickTrustee
Kim EstessTrustee
Marion JacksonTrustee
Owen SizemoreTrustee
Pamela CombsTrustee
Shari CooperTrustee
Vivian O'ConnellTrustee
Tom DeRossTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$509
Program Service Revenue
$306,856
Investment Income
$33,488
Other Revenue
$0
All Other Contributions
$509
Change in Net Assets
$17,717
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,367
Other Expenses$84,769
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$98,038$36,815-$134,853
Current Officers, Directors, Trustees, and Key Employees$46,885$46,885-$93,770
Advertising$17,585$6,604-$24,189
Pension Plan Contributions$6,079$2,283-$8,362
All Other Expenses$5,924$2,059-$7,983
Travel$4,648--$4,648
Fees for Services Legal$4,055--$4,055
Fees for Service Investment Mgmnt Fees-$4,025-$4,025
Fees for Services Accounting-$3,568-$3,568
Other Expenses$1,829$687-$2,516
Conferences and Meetings$2,403--$2,403
Office Expenses$1,232$462-$1,694
Other Employee Benefits$545$205-$750
Payroll Taxes$459$173-$632
Total Functional Expenses$197,718$125,418$0$323,136
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, Section A, Line 2

“Joseph B Baldasare and Gregory D Darling -- business relationship”

Form 990, Part VI, Section A, Line 6

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

Form 990, Part VI, Section A, Line 7A

“The Dayton Foundation can appoint and remove trustees.”

Form 990, Part VI, Section A, Line 7B

“The Dayton Foundation can appoint and remove trustees.”

Form 990, Part VI, Section B, Line 11B

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

Form 990, Part VI, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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 100, Dayton, OH 45409

Signing Officer

Name
Gregory D Darling
Title
Executive Director
Signed
2024-04-23
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 2C

“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 believe 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, 2023.”

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IRS990/Desc0FISCAL YEAR 2023 WAS BUSY AS WE WELCOMED 95 NEW PARTICIPANTS TO OUR "FAMILY". WE BROUGHT IN 3.7 MILLION DOLLARS UNDER THE PROTECTION OF OUR TRUSTS. THE CAREFUL ADMINISTRATION OF THE TRUSTS IS ALWAYS OUR FOCUS, AS WE DISTRIBUTED 4.5 MILLION DOLLARS IN APPROPRIATE EXPENDITURES THAT IMPROVED THE QUALITY OF LIFE FOR ALMOST 900 TRUST PARTICIPANTS ACROSS OHIO.EVERY DAY WE ARE STRUCK WITH THE IMPORTANCE OF THE TRUSTS. WE ARE IMPRESSED WITH THE CREATIVE WAYS THE TRUSTS ARE USED AND BY HOW THE TRUSTS REDUCE ISOLATION AND FOSTER INDEPENDENCE. PAYING FOR CRITICAL SERVICES SUCH AS LIFE ALERT, BUS PASSES, UBER, LYFT OR PAYING FOR PET CARE MAY NOT BE POSSIBLE IF IT WERE NOT FOR FUNDS IN THE PROTECTED TRUSTS.WE ARE PROUD THAT WE OFTEN HEAR PEOPLE CHOOSE TO WORK WITH US BECAUSE WE ARE EASY TO REACH, EASY TO WORK WITH, AND QUICK TO RESPOND WITH ANSWERS TO QUESTIONS. OUR PROCESSES ARE MANAGEABLE, WHICH CAN RESULT IN THE CREATION OF A TRUST ACCOUNT IN A DAY.OUR GRANTS CONTINUE TO SUPPORT OUR COMMUNITY, FUNDING SPECIAL PROJECTS OF NONPROFIT ORGANIZATIONS THAT ALSO WORK TO IMPROVE THE LIVES OF PEOPLE WITH DISABILITIES. TO DATE, WE HAVE GIVEN BACK OVER $350,000 IN GRANTS UTILIZING INVESTED MONIES REMAINING FROM TRUSTS OF DECEASED BENEFICIARIES.WE MUST PROVIDE THIS SERVICE WITH OUR PARTNERS. WE WORK WITH ATTORNEYS, FINANCIAL ADVISORS, FAMILIES, INDIVIDUALS LIVING WITH DISABILITIES, PROFESSIONAL ORGANIZATIONS, PROBATE COURTS, ADVOCACY GROUPS, AND OTHER FOUNDATIONS. THE WORK WE DO IS A COLLECTIVE EFFORT, AND THERE IS MUCH TO BE GRATEFUL FOR THIS YEAR.2023 Highlights: * WE REFRESHED OUR WEBSITE. THE SITE IS FULL OF NEW FEATURES. WE ARE INCREDIBLY EXCITED THAT OUR REPRESENTATIVES CAN NOW SUBMIT DISTRIBUTION REQUESTS WITH SUPPORTING DOCUMENTS, ALL FROM THE WEBSITE, WITH ELECTRONIC SIGNATURES. * AWARDED OVER $115,000 IN GRANTS TO NONPROFIT ORGANIZATIONS SERVING PEOPLE WITH DISABILITIES. FUNDS CAME FROM THE GROWTH OF THE DECEASED BENEFICIARY FUND * WORKED WITH 23 ATTORNEYS ACROSS OHIO IN ESTABLISHING NEW ACCOUNTS AS WE EXPANDED OUR REACH (PLUS ADVISORS, FAMILIES, AND PROVIDERS). * GREW SERVICES TO 49 COUNTIES ACROSS THE STATE * WE HAVE ADDED LINKEDIN ORGANIZATIONAL PAGE SO WE CAN STAY IN TOUCH WITH OUR COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/PersonNm4Tom DeRoss
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IRS990/Form990PartVIISectionAGrp/PersonNm10Owen Sizemore
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IRS990/Form990PartVIISectionAGrp/PersonNm12Ashley Burke
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN0316027287

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$978,210
Liabilities
$7,146
Net assets
$971,064
Revenue
$340,853
Expenses
$323,136
Net income
$17,717
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
2023Detailed filing. Detailed filing data is available for this year.$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