Liabilities / Assets
39th percentile
Higher debt load relative to assets than 39% of similar nonprofits.
The Dayton Foundation
990 • Fiscal year 2017 • EIN 31-6027287
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.24x
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
92nd percentile
Higher net margin than 92% of similar nonprofits.
Top Officer Pay
23rd percentile
Higher top officer pay than 23% of similar nonprofits.
Top officer pay equals 1.0% of source-year revenue.
Asset Growth
76th percentile
Faster asset growth than 76% of similar nonprofits.
Revenue Growth
6th percentile
Faster revenue growth than 6% of similar nonprofits.
Balance Sheet
Assets
Up$397,266,869
Up $44,988,354 (+13%) from 2016
Net Assets
Up$300,466,253
Up $36,991,106 (+14%) from 2016
Liabilities
Up$96,800,616
Up $7,997,248 (+9.0%) from 2016
Revenue And Expenses
Revenue
Down$47,225,771
Down $10,947,383 (-19%) from 2016
Expenses
Up$27,126,725
Up $56,162 (+0.2%) from 2016
Net Income
Down$20,099,046
Down $11,003,545 (-35%) from 2016
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2016 to Jun 30, 2017
- Signed
- May 14, 2018
- Return Version
- 2016v3.0
- Gross Receipts
- $47,423,031
Mission and Program Overview
Mission
To operate exclusively for charitable, scientific, or educational purposes within the meaning of section 501(c)(3) of the internal revenue code, as amended.
See schedule o for organization mission statementthe dayton foundation was established in 1921 as a community foundation to meet the changing needs and improve the quality of life in the dayton/miami valley region and serves as a vehicle for individual, family, organization and corporate charitable giving in the community. The organization's mission is to strengthen the community through philanthropy and leadership.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Other Securities | $325,981,926 | $361,904,535 | ▲ $35,922,609 |
| Cash and Non-Interest-Bearing Accounts | $18,976,565 | $22,812,946 | ▲ $3,836,381 |
| Pledges and Grants Receivable | $6,197,933 | $11,282,977 | ▲ $5,085,044 |
| Land, Buildings, and Equipment, Net | $732,324 | $727,678 | ▼ $4,646 |
| Accounts Receivable | $210,719 | $265,983 | ▲ $55,264 |
| Total Assets | $352,278,515 | $397,266,869 | ▲ $44,988,354 |
| Other Assets Total | $179,048 | $272,750 | ▲ $93,702 |
| Liabilities | |||
| Other Liabilities | $82,894,172 | $90,989,680 | ▲ $8,095,508 |
| Grants Payable | $5,370,025 | $5,609,853 | ▲ $239,828 |
| Accounts Payable and Accrued Expenses | $539,171 | $201,083 | ▼ $338,088 |
| Total Liabilities | $88,803,368 | $96,800,616 | ▲ $7,997,248 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $244,058,702 | $280,642,273 | ▲ $36,583,571 |
| Temporarily Rstr Net Assets | $12,564,744 | $12,972,279 | ▲ $407,535 |
| Permanently Rstr Net Assets | $6,851,701 | $6,851,701 | → $0 |
| Total Net Assets Fund Balance | $263,475,147 | $300,466,253 | ▲ $36,991,106 |
| Total Liabilities and Net Assets / Fund Balance | $352,278,515 | $397,266,869 | ▲ $44,988,354 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $691,460 | - | - |
| Equipment | $36,218 | $699,944 | - |
| Other Securities | $361,904,535 | - | - |
Endowment Activity
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2016 | $248,408,936 | $121,300,908 | ▲ $30,944,309 | $752,772 | $378,761,024 |
| 2015 | $250,517,966 | $22,111,051 | ▼ $4,209,777 | $1,227,472 | $248,408,936 |
| 2014 | $255,541,616 | $17,390,450 | ▲ $5,749,043 | $1,080,579 | $250,517,966 |
| 2013 | $222,985,027 | $20,573,422 | ▲ $36,324,918 | $844,424 | $255,541,617 |
| 2012 | $194,804,421 | $26,698,708 | ▲ $23,367,511 | $1,026,617 | $222,985,027 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Michael M Parks | President/secretary | FT | $283,418 | $184,984 | $468,402 |
| Joseph B Baldasare | V.p. Development | FT | $137,305 | $12,721 | $150,026 |
| Deborah L Dulaney | Administration Director | FT | $132,847 | $2,398 | $135,245 |
| Stephen D Darnell | V.p. Finance | FT | $111,644 | $16,702 | $128,346 |
| Diane K Timmons | V.p. Grants & Programs | FT | $120,606 | $2,699 | $123,305 |
| Michelle Lovely | VP Development | FT | $54,194 | $6,896 | $61,090 |
| S Tracie Boshears | Assistant Treasurer | FT | $60,023 | $120 | $60,143 |
Board Members and Trustees
| Name | Title |
|---|---|
| Craig J Brown | Chair, Governing Board |
| Anita J Moore | Governing Board Member |
| Colleen M Ryan | Governing Board Member |
| David T Miller | Governing Board Member |
| Dr Ratna Palakodeti | Governing Board Member |
| George E Forest | Governing Board Member |
| J Norman Eckstein | Governing Board Member |
| James R Pancoast | Governing Board Member |
| Lisa E Hanauer | Governing Board Member |
| Marva Cosby | Governing Board Member |
| Maureen a Lynch | Governing Board Member |
| Richard J Omlor | Governing Board Member |
| Thomas J Becker | Governing Board Member |
| William L Gillispie | Governing Board Member |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $28,159,653
- Program Service Revenue
- $405,631
- Investment Income
- $17,359,773
- Other Revenue
- $1,300,714
- All Other Contributions
- $27,838,405
- Change in Net Assets
- $20,099,046
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- Yes
- Third parties used for noncash contributions
- Yes
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 64 | $9,055,227 | Fair Market Value (FMV) on Date of Gift |
| Other Non Cash Contri Table | 1 | $2,597,006 | Appraisal |
| Total Noncash Contributions | 65 | $11,652,233 | - |
Audited Revenue Reconciliation
- Revenue per Audited Statements
- $34,820,611
- Revenue Not Reported on Financial Statements
- $12,405,160
- Revenue Not Reported on Form 990
- $25,371,649
- Other Revenue Adjustments
- $12,405,160
- Total Revenue per Audited Statements
- $60,192,260
- Total Revenue per Form 990
- $47,225,771
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $20,585,773 |
| Other Expenses | $3,926,664 |
| Salaries, Compensation, and Employee Benefits | $2,614,288 |
| Total Fundraising Expense | $643,980 |
| Professional Fundraising Fees | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $20,585,773 | - | - | $20,585,773 |
| Fees for Service Investment Mgmnt Fees | - | $1,563,914 | - | $1,563,914 |
| Other Salaries and Wages | $484,574 | $436,214 | $267,788 | $1,188,576 |
| Current Officers, Directors, Trustees, and Key Employees | $114,753 | $667,622 | $123,750 | $906,125 |
| Other Employee Benefits | $85,492 | $197,771 | $81,508 | $364,771 |
| Payroll Taxes | $48,247 | $67,716 | $38,853 | $154,816 |
| Information Technology | - | $147,233 | - | $147,233 |
| Occupancy | - | $138,853 | - | $138,853 |
| Fees for Services Other | $15,116 | $86,398 | $33,692 | $135,206 |
| All Other Expenses | $9,980 | $106,576 | $17,827 | $134,383 |
| Office Expenses | $3,889 | $86,265 | $25,229 | $115,383 |
| Conferences and Meetings | $6,534 | $43,018 | $23,370 | $72,922 |
| Other Expenses | $951,215 | $61,792 | - | $61,792 |
| Insurance | - | $56,137 | - | $56,137 |
| Fees for Services Accounting | - | $51,133 | - | $51,133 |
| Advertising | $621 | - | $28,286 | $28,907 |
| Depreciation Depletion | - | $22,295 | - | $22,295 |
| Fees for Services Legal | - | $21,911 | - | $21,911 |
| Travel | $3,776 | $5,223 | $3,677 | $12,676 |
| Fees for Services Lobbying | - | $6,300 | - | $6,300 |
| Total Functional Expenses | $22,309,970 | $4,172,775 | $643,980 | $27,126,725 |
Audited Expense Reconciliation
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $27,126,725 |
| Expenses per Audited Statements | $23,201,158 |
| Total Expenses per Audited Statements | $23,201,154 |
| Expenses Not Reported on Financial Statements | $3,925,567 |
| Other Expense Adjustments | $3,925,567 |
| Expenses Not Reported on Form 990 | $-4 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Victoria Theatre Association | Dayton, OH | 501 C 3 | Various Projects and General Support | $875,154 |
| Learn to Earn Dayton | Dayton, OH | 501 C 3 | Various Projects and General Support | $801,175 |
| United Theological Seminary | Trotwood, OH | School | Various Projects and General Support | $632,932 |
| Dayton Early College Academy | Dayton, OH | School | Various Projects and General Support | $624,550 |
| The Miami Valley School | Dayton, OH | School | Unrestricted and Scholarships | $549,173 |
| Vineyard Christian Fellowship | Beavercreek, OH | 501 C 3 | Various Projects and General Support | $530,790 |
| Friends of Aullwood Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $489,000 |
| Dayton History | Dayton, OH | 501 C 3 | Various Projects and General Support | $470,426 |
| Dayton Crayons to Classrooms | Dayton, OH | 501 C 3 | Various Projects and General Support | $401,193 |
| Beth Abraham Synagogue | Dayton, OH | 501 C 3 | Various Projects and General Support | $381,129 |
| The Woodland Arboretum Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $343,750 |
| United Way of the Greater Dayton Area | Dayton, OH | 501 C 3 | Various Projects and General Support | $333,581 |
| Dayton Contemporary Dance Company | Dayton, OH | 501 C 3 | Various Projects and General Support | $323,106 |
| St Mary Development Corporation | Dayton, OH | 501 C 3 | Various Projects and General Support | $317,050 |
| Homeownership Center of Greater Dayton | Dayton, OH | 501 C 3 | Unrestricted | $302,000 |
| Dayton Performing Arts Alliance | Dayton, OH | 501 C 3 | Various Projects and General Support | $295,449 |
| Antioch College Corporation Dba Antioch College | Yellow Springs, OH | 501 C 3 | Various Projects and General Support | $271,364 |
| Chaminade Julienne Catholic High School | Dayton, OH | School | Various Projects and Scholarships | $246,791 |
| The Muse Machine | Dayton, OH | 501 C 3 | Various Projects and General Support | $244,786 |
| Daybreak | Dayton, OH | 501 C 3 | Various Projects and General Support | $242,627 |
| The Dayton Art Institute | Dayton, OH | 501 C 3 | Various Projects and General Support | $240,390 |
| Wright State University | Dayton, OH | School | Scholarships | $236,637 |
| Archbishop Alter High School | Kettering, OH | 501 C 3 | Various Projects and General Support | $224,229 |
| University of Dayton | Dayton, OH | School | Various Projects, General Support and Scholarships | $218,639 |
| Southern Ohio Synod Evangelical Lutheran Church in America | Columbus, OH | 501 C 3 | Various Projects and General Support | $192,648 |
| The Human Race Theatre Company | Dayton, OH | 501 C 3 | Various Projects and General Support | $169,451 |
| The Ohio State University | Columbus, OH | School | Scholarships | $169,135 |
| St Charles Borromeo Church | Kettering, OH | 501 C 3 | Various Projects and General Support | $154,161 |
| Bike Miami Valley | Dayton, OH | 501 C 3 | Bike Share Fund | $150,000 |
| YELLOW SPRINGS COMMUNITY CHILDREN'S CENTER | Yellow Springs, OH | School | Unrestricted | $150,000 |
| Five Rivers Metroparks | Dayton, OH | 501 C 3 | Various Projects and General Support | $145,857 |
| BRIGID'S PATH INC | Kettering, OH | 501 C 3 | Various Projects and General Support | $145,000 |
| Dayton Region New Market Fund | Dayton, OH | 501 C 3 | Unrestricted | $140,000 |
| Hospice of Dayton Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $136,008 |
| Culture Works | Dayton, OH | 501 C 3 | Unrestricted | $134,250 |
| Sinclair Community College Foundation | Dayton, OH | School | Various Projects and General Support | $126,705 |
| Fairhaven Church | Dayton, OH | 501 C 3 | Various Projects and General Support | $124,884 |
| DAYTON CHILDREN'S | Dayton, OH | 501 C 3 | Various Projects and General Support | $121,661 |
| University of Cincinnati | Cincinnati, OH | School | Scholarships | $120,222 |
| Ymca of Greater Dayton | Dayton, OH | 501 C 3 | Various Projects and General Support | $113,686 |
| United Rehabilitation Services | Dayton, OH | 501 C 3 | Various Projects and General Support | $106,551 |
| Levitt Pavilion Dayton | Dayton, OH | 501 C 3 | Unrestricted | $103,000 |
| Cec Artslink | New York, NY | 501 C 3 | Unrestricted | $100,000 |
| Mayo Clinic Jacksonville | Jacksonville, FL | 501 C 3 | Various Projects | $100,000 |
| Carroll High School | Dayton, OH | School | General Support and Scholarships | $97,479 |
| Goodwill Easter Seals Miami Valley | Dayton, OH | 501 C 3 | Various Projects and General Support | $97,466 |
| Sinclair Community College | Dayton, OH | School | Scholarships | $94,230 |
| Deca Prep Inc | Dayton, OH | School | Various Projects and General Support | $92,500 |
| Miami Valley Hospital Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $92,353 |
| Dayton Society of Natural History | Dayton, OH | 501 C 3 | Various Projects and General Support | $90,695 |
| St Vincent De Paul Social Services | Dayton, OH | 501 C 3 | Unrestricted | $84,548 |
| St Albert the Great Church | Kettering, OH | 501 C 3 | Various Projects and General Support | $84,313 |
| Mary Scott Nursing Center Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $80,847 |
| Center for Neurological Development Inc | Burkettsville, OH | 501 C 3 | Cfnd Building Fund | $80,000 |
| Montgomery County Educational Service Center | Dayton, OH | 501 C 3 | Various Projects | $80,000 |
| Seedling Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $76,518 |
| Baptist International Outreach | Jefferson City, TN | 501 C 3 | Unrestricted | $75,450 |
| ST PAUL'S EPISCOPAL CHURCH | Dayton, OH | 501 C 3 | Unrestricted | $75,401 |
| Good Samaritan Hospital Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $75,272 |
| Ronald Mcdonald House Charities Miami Valley Region Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $74,872 |
| Life Enrichment Center | Dayton, OH | 501 C 3 | Various Projects and General Support | $74,750 |
| The Salvation Army | Dayton, OH | 501 C 3 | Various Projects and General Support | $72,507 |
| Yellow Springs Home Inc | Yellow Springs, OH | 501 C 3 | Various Projects | $71,060 |
| American Red Cross Dayton Area Chapter | Dayton, OH | 501 C 3 | Various Projects and General Support | $68,088 |
| Miami University | Oxford, OH | School | Scholarships | $68,075 |
| Oakwood Board of Education | Dayton, OH | School | Various Projects and Scholarships | $67,873 |
| St Vincent De Paul Society | Dayton, OH | 501 C 3 | Various Projects and General Support | $64,494 |
| Ohio University | Athens, OH | School | Scholarships | $58,675 |
| Clothes That Work | Dayton, OH | 501 C 3 | Various Projects and General Support | $56,027 |
| Bowling Green State University | Bowling Green, OH | School | Scholarships | $55,578 |
| Dakota Center Inc | Dayton, OH | 501 C 3 | Designated for Maintenance and Repairs of Building | $55,000 |
| Planned Parenthood Southwest Ohio Region | Dayton, OH | 501 C 3 | Unrestricted | $54,599 |
| Shawnee Community United Methodist Church | Lima, OH | 501 C 3 | Unrestricted | $53,987 |
| West Ohio Food Bank | Lima, OH | 501 C 3 | Unrestricted | $53,482 |
| Senior Resource Connection | Dayton, OH | 501 C 3 | Various Projects | $53,316 |
| Wright State University Foundation | Dayton, OH | School | Various Projects, General Support and Scholarships | $53,100 |
| University of Notre Dame | Chicago, IN | School | Various Projects and Scholarships | $52,950 |
| Lincoln Center for the Performing Arts Inc | New York, NY | 501 C 3 | Unrestricted | $50,000 |
| Lugar Center | Washington, DC | 501 C 3 | Unrestricted | $50,000 |
| Dayton Visual Arts Center | Dayton, OH | 501 C 3 | Unrestricted | $47,184 |
| Young Life | Colorado Springs, CO | 501 C 3 | Unrestricted | $45,000 |
| Clark County Dd | Springfield, OH | 501 C 3 | Various Projects | $41,943 |
| Air Camp Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $41,085 |
| The Noble Circle Project | West Milton, OH | 501 C 3 | Various Projects and General Support | $41,000 |
| House of Bread | Dayton, OH | 501 C 3 | Various Projects and General Support | $40,703 |
| Graceworks Lutheran Services | Dayton, OH | 501 C 3 | Unrestricted | $38,886 |
| The Foodbank Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $38,514 |
| Catholic Social Services of the Miami Valley | Dayton, OH | 501 C 3 | Various Projects and General Support | $38,461 |
| Greene County Animal Control | Xenia, OH | 501 C 3 | Care for Animals of Destitute Owners | $38,395 |
| Ywca of Dayton | Dayton, OH | 501 C 3 | Various Projects and General Support | $37,870 |
| Sicsa | Kettering, OH | 501 C 3 | Various Projects and General Support | $37,095 |
| Homefull | Dayton, OH | 501 C 3 | Various Projects and General Support | $35,962 |
| Archdiocese of Cincinnati | Cincinnati, OH | 501 C 3 | Various Projects | $35,566 |
| University of Toledo | Toledo, OH | School | Scholarships | $35,425 |
| Heart to Honduras | Xenia, OH | 501 C 3 | Various Projects and General Support | $35,190 |
| Kettering Medical Center Foundation | Kettering, OH | 501 C 3 | Various Projects and General Support | $32,225 |
| Equitas Health | Dayton, OH | 501 C 3 | Various Projects and General Support | $31,059 |
| The Dayton Rotary Club Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $30,754 |
| Dayton Area Chamber of Commerce Education& Public Improvement Foundation | Dayton, OH | 501 C 3 | Minority Business Partnership Support | $30,000 |
| American Cancer Society | Dublin, OH | 501 C 3 | Various Projects and General Support | $29,542 |
| Reach Out of Montgomery County | Dayton, OH | 501 C 3 | Various Projects | $29,316 |
| Mary Help of Christians Church | Fairborn, OH | 501 C 3 | Various Projects and General Support | $28,854 |
| Humane Society of Greater Dayton | Dayton, OH | 501 C 3 | Unrestricted | $28,310 |
| Wilberforce University | Wilberforce, OH | School | General Support and Scholarships | $27,661 |
| Helping Hands Charitable Foundation | Tallulah Falls, GA | 501 C 3 | James Family Fund | $27,100 |
| The Antioch School | Yellow Springs, OH | School | Unrestricted and Scholarship Support | $26,664 |
| Case Western Reserve University | Cleveland, OH | School | National Prion Pathology Surveillance Center | $26,556 |
| Creutzfeldt-jakob Disease Foundation | Akron, OH | 501 C 3 | Unrestricted | $26,556 |
| Northwestern University | Evanston, IL | School | General Support and Scholarships | $26,381 |
| Greater Dayton Public Television | Dayton, OH | 501 C 3 | Various Projects and General Support | $26,282 |
| Otterbein University | Westerville, OH | School | Scholarships | $25,707 |
| Hospice of Dayton | Dayton, OH | 501 C 3 | Unrestricted | $25,250 |
| Linden Avenue Baptist Church | Dayton, OH | 501 C 3 | Various Projects | $25,174 |
| City of Kettering | Dayton, OH | 501 C 3 | Various Projects | $25,090 |
| Advocates for Basic Legal Equality Inc | Toledo, OH | 501 C 3 | Immigration Legal Assistance Program | $25,000 |
| Africa on Fire Foundation | High Point, NC | 501 C 3 | Various Projects and General Support | $25,000 |
| Aviation Heritage Foundation Inc | Dayton, OH | 501 C 3 | Wright Company Factory Project | $25,000 |
| British Schools and Universities Foundation | New York, NY | 501 C 3 | Ortas Passport Project | $25,000 |
| Hartford Hospital | Hartford, CT | 501 C 3 | Helen and Harry Gray Cancer Center. | $25,000 |
| Health Partners Free Clinic | Troy, OH | 501 C 3 | Diagnostic/lab Testing and Pharmacy Inventory | $25,000 |
| Nehemiah Project International Ministry | Lake Oswego, OR | 501 C 3 | Unrestricted | $25,000 |
| Revive Baptist Church | Cincinnati, OH | 501 C 3 | Unrestricted | $25,000 |
| Rutgers University Foundation | New Brunswick, NJ | School | Unrestricted | $25,000 |
| Seed Company | Arlington, TX | 501 C 3 | Translation Work for Chuwabu People | $25,000 |
| Skidmore College | Saratoga Springs, NY | School | Scholarship | $25,000 |
| Think Tank Inc | Springfield, OH | 501 C 3 | Acts (abundant Communities) Ministry | $25,000 |
| The James M Cox Jr Arboretum Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $24,833 |
| Victory Project | Dayton, OH | 501 C 3 | Various Projects | $24,500 |
| Christ for the City International (cfci) | Omaha, NE | 501 C 3 | Renacer Costa Rica Mission | $24,300 |
| Northmont City Schools | Englewood, OH | School | Teacher Grants | $23,989 |
| A Special Wish Foundation Inc- Dayton Chapter | Dayton, OH | 501 C 3 | Unrestricted | $23,745 |
| ST MARY'S COLLEGE | Notre Dame, IN | School | Scholarships | $23,480 |
| City of Dayton | Dayton, OH | 501 C 3 | Public Service Momument Project | $23,000 |
| Holy Angels School | Dayton, OH | School | Various Projects and Scholarships | $22,694 |
| We Care Arts Inc | Kettering, OH | 501 C 3 | Various Projects and General Support | $22,525 |
| Back 2 Back Ministries Inc | Mason, OH | 501 C 3 | Various Projects and General Support | $22,400 |
| Fox Tucson Theatre Foundation | Tucson, AZ | 501 C 3 | Fox Theatre Architectural Dimmer System | $21,792 |
| Soul Choice International | Dayton, OH | 501 C 3 | Unrestricted | $21,592 |
| The Nature Conservancy | Arlington, VA | 501 C 3 | Unrestricted | $21,551 |
| Downtown Dayton Partnership Corporation | Dayton, OH | 501 C 3 | 2016 Dayton Holiday Festival | $21,370 |
| ST JOHN'S UNITED CHURCH OF CHRIST | Dayton, OH | 501 C 3 | Various Projects and General Support | $21,250 |
| National Ffa Foundation | Indianapolis, IN | 501 C 3 | Various Projects | $21,200 |
| Washington Township | Dayton, OH | 501 C 3 | Various Projects and General Support | $21,103 |
| Dayton Christian School System | Miamisburg, OH | School | Scholarship | $21,095 |
| Wright Memorial Public Library | Oakwood, OH | 501 C 3 | Various Projects and General Support | $21,015 |
| Miami Valley Council Boy Scouts of America | Dayton, OH | 501 C 3 | Various Projects and General Support | $20,874 |
| Preble County Council on Aging Inc | Eaton, OH | 501 C 3 | Various Projects | $20,828 |
| The Grandview Medical Center Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $20,050 |
| Antioch Shrine Foundation | Dayton, OH | 501 C 3 | Unrestricted | $20,000 |
| Claymont High School | Uhrichsville, OH | School | Scholarships | $20,000 |
| Comprehensive Community Child Care Organization Inc | Cincinnati, OH | 501 C 3 | Building Business Foundations for Quality | $20,000 |
| Interfaith Hospitality Network of Warren County | Lebanon, OH | 501 C 3 | Expansion Project | $20,000 |
| Palma Ceia Presbyterian Church | Tampa, FL | 501 C 3 | Music Program | $20,000 |
| SAMARITAN'S PURSE | Boone, NC | 501 C 3 | Various Projects | $20,000 |
| Sunlight Village | Dayton, OH | 501 C 3 | Building Social Health and Self-awareness | $20,000 |
| Westminster Presbyterian Church | West Hartford, CT | 501 C 3 | Various Projects and General Support | $20,000 |
| Ohio Northern University | Ada, OH | School | Scholarships | $19,791 |
| Christ Episcopal Church | Dayton, OH | 501 C 3 | Various Projects and General Support | $19,500 |
| Worldlink Associates | Burnsville, MN | 501 C 3 | Ministry of Eric and Janet Crane | $19,440 |
| Family Service Association | Dayton, OH | 501 C 3 | Various Projects and General Support | $19,294 |
| Kent State University | Kent, OH | School | Scholarships | $18,850 |
| Spring Valley Academy | Centerville, OH | School | Various Projects | $18,500 |
| Mcmsa Foundation | Dayton, OH | 501 C 3 | Medical and Nursing Student Scholarships | $18,460 |
| Dayton Masonic Foundation | Dayton, OH | 501 C 3 | Unrestricted | $18,187 |
| Riverdale Educational Foundation | Forest, OH | 501 C 3 | Unrestricted | $18,061 |
| Memorial United Church of Christ | Dayton, OH | 501 C 3 | Various Projects | $18,019 |
| Miami County Dental Clinic | Troy, OH | 501 C 3 | Custom Cabinets for Clinic Relocation | $18,000 |
| Brighter Tomorrow Foundation Inc | Dayton, OH | 501 C 3 | Unrestricted | $17,822 |
| Christ Child Society of Dayton | Kettering, OH | 501 C 3 | Various Projects and General Support | $17,700 |
| Association for Frontotemporal Degeneration | Radnor, PA | 501 C 3 | Unrestricted | $17,458 |
| Curepsp | Timonium, MD | 501 C 3 | Unrestricted | $17,458 |
| The Columbus Foundation | Columbus, OH | 501 C 3 | Transfer of the Ohio Humanities Council Endowment Fund | $17,266 |
| Wilmington College | Wilmington, OH | School | Scholarships | $17,241 |
| Parity Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $17,085 |
| Family Violence Prevention Center of Greene County | Xenia, OH | 501 C 3 | Various Projects and General Support | $16,668 |
| Miami Township | Miamisburg, OH | 501 C 3 | Maintenance of Waldruhe Park | $16,657 |
| Habitat for Humanity of Greater Dayton | Dayton, OH | 501 C 3 | Various Projects and General Support | $16,488 |
| Greater Dayton Lgbt Center | Dayton, OH | 501 C 3 | Unrestricted | $16,402 |
| West Carrollton Board of Education | West Carrollton, OH | School | Teacher Grants | $16,295 |
| Milton-union Education Foundation | West Milton, OH | 501 C 3 | Various Projects and Scholarship | $15,609 |
| Glen Helen Association | Yellow Springs, OH | 501 C 3 | Various Projects and General Support | $15,537 |
| Life Essentials Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $15,500 |
| City of Oakwood | Dayton, OH | 501 C 3 | Unrestricted | $15,473 |
| First Lutheran Church | Dayton, OH | 501 C 3 | Unrestricted | $15,162 |
| Heidelberg University | Tiffin, OH | School | Scholarships | $15,110 |
| Dayton Right to Life Foundation | Dayton, OH | 501 C 3 | Various Projects and General Support | $15,019 |
| Clinton County Foundation | Wilmington, OH | 501 C 3 | Clinton County Hoho Shop | $15,000 |
| Museum of Modern Art | New York, NY | 501 C 3 | Unrestricted | $15,000 |
| Pink Ribbon Girls Inc | Tipp City, OH | 501 C 3 | Expansion of Simply Fight and No Age No Stage | $15,000 |
| Ohio Special Olympics Inc | Columbus, OH | 501 C 3 | Unrestricted | $14,563 |
| Central State University | Wilberforce, OH | School | Various Projects and Scholarships | $14,533 |
| Dayton Boys and Girls Club | Dayton, OH | 501 C 3 | Unrestricted | $14,329 |
| Wittenberg University | Springfield, OH | School | Scholarships | $14,300 |
| Widows Home of Dayton | Dayton, OH | 501 C 3 | Various Projects and General Support | $14,037 |
| Brukner Nature Center | Troy, OH | 501 C 3 | Bnc Interpretive Building Main Floor Transformation | $14,000 |
| Rehabilitation Center for Neurological Development | Piqua, OH | 501 C 3 | Various Projects | $14,000 |
| Oakwood City School District | Dayton, OH | School | Various Projects | $13,975 |
| Lifespan Inc | Hamilton, OH | 501 C 3 | Lifespan, Inc., Economic Case Management Program | $13,285 |
| Catholic Community Foundation for the Archdiocese of Cincinnati Inc | Cincinnati, OH | 501 C 3 | Unrestricted | $13,254 |
| Washington-centerville Public Library | Centerville, OH | 501 C 3 | Various Projects | $13,042 |
| Dayton Theatre Guild | Dayton, OH | 501 C 3 | Unrestricted | $12,826 |
| ELIZABETH'S NEW LIFE CENTER | Dayton, OH | 501 C 3 | Various Projects and General Support | $12,800 |
| Catholic Social Services of Southwestern Ohio | Cincinnati, OH | 501 C 3 | Pantry Upgrade | $12,500 |
| Wesley Community Center Inc | Dayton, OH | 501 C 3 | Various Projects | $12,500 |
| Yellow Springs Senior Citizens Inc | Yellow Springs, OH | 501 C 3 | Various Projects and General Support | $12,400 |
| HANNAH'S TREASURE CHEST | Centerville, OH | 501 C 3 | Various Projects and General Support | $12,350 |
| Allen County Board of Developmental Disabilities | Lima, OH | 501 C 3 | Unrestricted | $12,041 |
| Sacred Heart Catholic Church | New Carlisle, OH | 501 C 3 | Unrestricted | $12,000 |
| Oakwood Historical Society | Dayton, OH | 501 C 3 | Unrestricted | $11,843 |
| Temple Christian School - Dayton | Dayton, OH | School | Scholarships | $11,689 |
| American Heart Association Inc | Dallas, TX | 501 C 3 | Various Projects and General Support | $11,414 |
| Good Neighbor House | Dayton, OH | 501 C 3 | Various Projects and General Support | $11,300 |
| DAYTON GAY MEN'S CHORUS | Dayton, OH | 501 C 3 | Various Projects | $11,000 |
| The Linda Vista Inc | Dayton, OH | 501 C 3 | Various Projects | $11,000 |
| Dayton Philharmonic Volunteer Association | Dayton, OH | 501 C 3 | Various Projects and General Support | $10,915 |
| Artemis Center for Alternatives to Domestic Violence | Dayton, OH | 501 C 3 | Various Projects and General Support | $10,836 |
| University of Findlay | Findlay, OH | School | Scholarships | $10,700 |
| The Learning Tree Farm Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $10,629 |
| Xavier University | Cincinnati, OH | School | Various Projects and Scholarships | $10,500 |
| Our Lady of Grace | Dayton, OH | 501 C 3 | Unrestricted | $10,301 |
| Community Services Agency | Mountain View, CA | 501 C 3 | Various Projects and General Support | $10,300 |
| Community Mercy Foundation | Springfield, OH | 501 C 3 | Various Projects | $10,050 |
| ST GEORGE'S EPISCOPAL CHURCH | Dayton, OH | 501 C 3 | Various Projects and General Support | $10,038 |
| Cincinnati Bar Foundation | Cincinnati, OH | 501 C 3 | Unrestricted | $10,000 |
| Clinton County Services for the Homeless | Wilmington, OH | 501 C 3 | Unrestricted | $10,000 |
| Community Foundation of Collier County | Naples, FL | 501 C 3 | Unrestricted | $10,000 |
| Community Wellness Coalition Dba Open Arms Health Clinic | Bellbrook, OH | 501 C 3 | Clinical (lab and Pharmacy) and Computer | $10,000 |
| Create Community Arts Studio | Boyne City, MI | 501 C 3 | Unrestricted | $10,000 |
| DAYTON CATHOLIC WOMEN'S CLUB | Dayton, OH | 501 C 3 | Unrestricted | $10,000 |
| Dayton Rowing Foundation | Dayton, OH | 501 C 3 | Power 10 Project | $10,000 |
| East End Community Services Corporation | Dayton, OH | 501 C 3 | Miracle Makers Afterschool and Summer Program | $10,000 |
| Ecumenical Hunger Program | East Palo Alto, CA | 501 C 3 | Unrestricted | $10,000 |
| Home Is the Foundation | Eaton, OH | 501 C 3 | Unrestricted | $10,000 |
| Institute for Advanced Catholic Studies | Los Angeles, CA | 501 C 3 | Race, Faith and Violence Seminar | $10,000 |
| JACOB'S LADDER | Eaton, OH | 501 C 3 | Unrestricted | $10,000 |
| Kingdom Advisors | Atlanta, GA | 501 C 3 | Unrestricted | $10,000 |
| Legal Aid Society of Cincinnati | Cincinnati, OH | 501 C 3 | Unrestricted | $10,000 |
| Mayview Community Health Center Inc | Palo Alto, CA | 501 C 3 | Unrestricted | $10,000 |
| Mercy Manor Inc | Dayton, OH | 501 C 3 | Recovery Housing for Women | $10,000 |
| Metropolitan Opera Association | New York, NY | 501 C 3 | Patron Program | $10,000 |
| Ohio CPA Foundation | Columbus, OH | 501 C 3 | Scholarships | $10,000 |
| Shoes 4 the Shoeless | Dayton, OH | 501 C 3 | Shoes and Socks for 1,000 Local Children | $10,000 |
| Sisters of Charity of Cincinnati | Mount St Joseph, OH | 501 C 3 | Unrestricted | $10,000 |
| St Joseph Church | Dayton, OH | 501 C 3 | Unrestricted | $10,000 |
| St Louis Catholic Church | Osgood, OH | 501 C 3 | Unrestricted | $10,000 |
| St Ursula Academy of Cincinnati | Cincinnati, OH | 501 C 3 | Unrestricted | $10,000 |
| St Xavier High School | Cincinnati, OH | 501 C 3 | Unrestricted | $10,000 |
| Sugartree Ministry Center | Wilmington, OH | 501 C 3 | Unrestricted | $10,000 |
| Teach for America Inc | New York, NY | 501 C 3 | Unrestricted | $10,000 |
| The Glen at St Joseph | Dayton, OH | 501 C 3 | Unrestricted | $10,000 |
| University of Saint Francis | Fort Wayne, IN | School | Scholarship | $10,000 |
| Whitney Museum of American Art | New York, NY | 501 C 3 | Unrestricted | $10,000 |
| Yellow Springs Arts Council | Yellow Springs, OH | 501 C 3 | Support for Gallery Activities | $10,000 |
| Jim Walsh Angel Fund | Cincinnati, OH | 501 C 3 | Unrestricted | $9,994 |
| Annunciation Greek Orthodox Church | Dayton, OH | 501 C 3 | Various Projects | $9,949 |
| Lutheran Church of Our Savior | Dayton, OH | 501 C 3 | Unrestricted | $9,863 |
| Eastern Michigan University | Ypsalanti, MI | School | Scholarships | $9,850 |
| First Baptist Church of Dayton | Dayton, OH | 501 C 3 | Unrestricted | $9,837 |
| Golden Age Senior Citizens Inc | Xenia, OH | 501 C 3 | Vehicle Grant Match | $9,836 |
| Memorial United Methodist Church | West Carrollton, OH | 501 C 3 | Unrestricted | $9,798 |
| Christ United Methodist Church | Kettering, OH | 501 C 3 | Unrestricted | $9,757 |
| Kettering College | Kettering, OH | School | Various Projects | $9,750 |
| Urban League of Greater Southwestern Ohio | Cincinnati, OH | 501 C 3 | Various Projects | $9,733 |
| Mother Teresa Catholic Elementary School | Liberty Township, OH | School | Moira E. Vilardo Scholarship | $9,600 |
| Southminster Presbyterian Church | Dayton, OH | 501 C 3 | Various Projects and General Support | $9,551 |
| First Congregational Church of Palo Alto | Palo Alto, CA | 501 C 3 | Unrestricted | $9,500 |
| Miamisburg Community Foundation | Miamisburg, OH | 501 C 3 | Various Projects | $9,500 |
| Dayton Metro Library | Dayton, OH | 501 C 3 | Various Projects | $9,266 |
| Trinity Lutheran Seminary | Columbus, OH | 501 C 3 | Unrestricted | $9,245 |
| Montgomery County Animal Resource Center | Dayton, OH | 501 C 3 | Unrestricted | $9,206 |
| Choices in Community Living Inc | Dayton, OH | 501 C 3 | Various Projects | $9,000 |
| University of Kentucky | Lexington, KY | School | Scholarships | $9,000 |
| Cedarville University | Cedarville, OH | School | Scholarships | $8,750 |
| Therapeutic Riding Institute Inc | Dayton, OH | 501 C 3 | Various Projects | $8,700 |
| Bethel Missionary Baptist Church | Dayton, OH | 501 C 3 | General Support and Scholarships | $8,575 |
| Cityheart Corporation | Dayton, OH | 501 C 3 | Various Projects and General Support | $8,500 |
| Wegerzyn Gardens Foundation | Dayton, OH | 501 C 3 | CHILDREN'S GARDEN AT WEGERZYN METROPARKS | $8,500 |
| Fairmont High School | Kettering, OH | School | Various Projects | $8,265 |
| Juvenile Diabetes Research Foundation International | New York, NY | 501 C 3 | Various Projects | $8,250 |
| Taylor University | Upland, IN | School | Scholarships | $8,250 |
| National Society to Prevent Blindness (prevent Blindness Ohio) | Columbus, OH | 501 C 3 | Various Projects | $8,241 |
| Broadwater Academy | Exmore, VA | 501 C 3 | Scholarships | $8,000 |
| Christ Child Society of Naples Florida | Naples, FL | 501 C 3 | Various Projects and General Support | $8,000 |
| Living Well Clinic | Xenia, OH | 501 C 3 | Client Services Expansion | $8,000 |
| Resident Home Association of Greater Dayton Inc | Dayton, OH | 501 C 3 | Accessible Upgrades Project | $8,000 |
| Ascension School | Dayton, OH | School | Scholarships | $7,967 |
| ALZHEIMER'S ASSOCIATION | Dayton, OH | 501 C 3 | Unrestricted | $7,821 |
| Jewish Federation of Greater Dayton | Centerville, OH | 501 C 3 | Various Projects and General Support | $7,810 |
| Miamisburg City School District | Miamisburg, OH | School | Various Projects | $7,800 |
| Friends of the Castle | Centerville, OH | 501 C 3 | Various Projects | $7,750 |
| K12 Gallery for Young People | Dayton, OH | 501 C 3 | SIGNS OF SUICIDE: A TRAVELING EXHIBITION | $7,500 |
| Ohio Roboticsxtreme Bots | Dayton, OH | 501 C 3 | Xtreme 3-d Event 3-d Printers | $7,500 |
| Ursuline Academy | Cincinnati, OH | 501 C 3 | Unrestricted | $7,500 |
| Dayton Council on World Affairs | Dayton, OH | 501 C 3 | Various Projects and General Support | $7,275 |
| Children of Promise International | Centerville, OH | 501 C 3 | General Operations at Hogar De Vida in Costa Rica | $7,200 |
| Joy Outdoor Education Center Foundation | Clarksville, OH | 501 C 3 | Harmony Grant for Camperships - Camp Joy | $7,139 |
| Cystic Fibrosis Foundation | Bethseda, MD | 501 C 3 | Various Projects and General Support | $7,100 |
| Historical Society of Vandalia Butler | Vandalia, OH | 501 C 3 | Various Projects and General Support | $7,093 |
| Butler University | Indianapolis, IN | School | Scholarships | $7,000 |
| Dayton Mediation Center | Dayton, OH | 501 C 3 | Prison Peer Mediation Program Evaluation | $7,000 |
| Emmanuel Lutheran Church | Kettering, OH | 501 C 3 | Unrestricted | $7,000 |
| Montgomery County Developmental Disabilities and Mental Services | Dayton, OH | 501 C 3 | Various Projects | $7,000 |
| St Joseph Catholic Church | Norris, TN | 501 C 3 | Unrestricted | $7,000 |
| Involvement Advocacy | Dayton, OH | 501 C 3 | Dayton Sewing Collaborative - Fabric Cutting Equipment | $6,900 |
| Wwp Inc Dba Wounded Warrior Project | Jacksonville, FL | 501 C 3 | Unrestricted | $6,650 |
| Ashland University | Ashland, OH | School | Scholarships | $6,525 |
| Maple Tree Cancer Alliance | Dayton, OH | 501 C 3 | Various Projects and General Support | $6,500 |
| Philanthropy Ohio | Columbus, OH | 501 C 3 | Unrestricted | $6,500 |
| Southbrook Christian Church | Miamisburg, OH | 501 C 3 | Unrestricted | $6,500 |
| Northridge Local Schools | Dayton, OH | School | Various Projects | $6,485 |
| The Junior League of Dayton Ohio Inc | Dayton, OH | 501 C 3 | Unrestricted | $6,448 |
| Beavercreek Church of the Nazarene | Beavercreek, OH | 501 C 3 | Programs in Beavercreek to Benefit Senior Citizens | $6,321 |
| Normandy United Methodist Church | Dayton, OH | 501 C 3 | Various Projects and General Support | $6,215 |
| The First United Methodist Church | Hillsboro, OH | 501 C 3 | Unrestricted | $6,203 |
| Ohio Physicians Health Program | Columbus, OH | 501 C 3 | Office Improvement for Program Expansion | $6,145 |
| United Church Homes Inc Trinity Community | Dayton, OH | 501 C 3 | Unrestricted | $6,066 |
| For Love of Children | Dayton, OH | 501 C 3 | Unrestricted | $6,064 |
| American Marketing Association | Chicago, IL | 501 C 3 | Sponsorship of Sales Sig Receptions at the 2017 Winter and Summer Conferences | $6,000 |
| Church of the Good Shepherd | Watertown, MA | 501 C 3 | Unrestricted | $6,000 |
| Dayton Peace Museum | Dayton, OH | 501 C 3 | Unrestricted | $6,000 |
| Direct Experience in Artistic Living Inc | Danville, KY | 501 C 3 | Unrestricted | $6,000 |
| Grace Lutheran Church | Naples, FL | 501 C 3 | Unrestricted | $6,000 |
| Hope Foundation of Kenya | West Chester, OH | 501 C 3 | Unrestricted | $6,000 |
| Salvation Army | San Jose, CA | 501 C 3 | Unrestricted | $6,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | Memphis, TN | 501 C 3 | Unrestricted | $5,937 |
| Womanline of Dayton | Kettering, OH | 501 C 3 | Unrestricted | $5,844 |
| Albany Medical Center Foundation | Albany, NY | 501 C 3 | Unrestricted | $5,816 |
| St John the Evangelist Church | Schenectody, NY | 501 C 3 | Unrestricted | $5,816 |
| Capital University | Columbus, OH | School | Scholarships | $5,800 |
| Otterbein Homes | Lebanon, OH | 501 C 3 | Unrestricted | $5,758 |
| The Leukemia and Lymphoma Society Inc | Cincinnati, OH | 501 C 3 | Various Projects and General Support | $5,716 |
| Clark State Community College | Springfield, OH | School | Scholarships | $5,706 |
| Precious Blood Catholic Church | Dayton, OH | 501 C 3 | Unrestricted | $5,601 |
| Centerville High School | Dayton, OH | School | Various Projects and Scholarships | $5,500 |
| Purdue University | West Lafayette, IN | School | Scholarships | $5,500 |
| University of Akron | Akron, OH | School | Scholarships | $5,500 |
| University of Michigan | Ann Arbor, MI | School | Various Projects | $5,500 |
| Youth With a Mission El Paso and Juarez | El Paso, TX | 501 C 3 | Various Projects | $5,500 |
| Greene County Community Foundation Dba Greene Giving | Xenia, OH | 501 C 3 | Various Projects | $5,400 |
| Rebuilding Together Dayton Inc | Dayton, OH | 501 C 3 | Various Projects and General Support | $5,382 |
| Lawrence Technological University | Southfield, MI | School | Scholarships | $5,250 |
| Mt St Mary Seminary of the West Athenaeum of Ohio Norwood | Cincinnati, OH | 501 C 3 | Various Projects and General Support | $5,250 |
| Sifi Ministry | Springfield, OH | 501 C 3 | Unrestricted | $5,250 |
| Eckerd College | St Petersburg, FL | School | Scholarships | $5,248 |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | New York, NY | 501 C 3 | Unrestricted | $5,216 |
| Memorial Sloan-kettering Cancer Center | New York, NY | 501 C 3 | Designated for Research | $5,216 |
| Zion Evangelical Lutheran Church | Dayton, OH | 501 C 3 | Unrestricted | $5,177 |
| Girl Scouts of Western Ohio | Cincinnati, OH | 501 C 3 | Various Projects and General Support | $5,100 |
| Sisters of Notre Dame De Namur | Cincinnati, OH | 501 C 3 | Various Projects and General Support | $5,066 |
| Shriners Hospitals for Children | Tampa, FL | 501 C 3 | Various Projects and General Support | $5,055 |
Fundraising, Events, and Gaming
- Fundraising activities
- Yes
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $197,260 |
| Fundraising Gross Income | $134,708 |
| Professional Fundraising Fees | $0 |
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Feast of Giving | $166,613 | - | $27,406 | - |
| Scott Harman Memorial Golf Outing | $88,058 | $58,783 | - | $58,783 |
| Total Events | $455,956 | $134,708 | $197,260 | $-62,552 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- Yes
- Subject to proxy tax
- No
Reported Spending and Taxes
| Line Item | Amount |
|---|---|
| Political Expenditures | $0 |
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Agent Liabilities | $86,445,712 |
| Life Income Annuities Payable | $4,136,253 |
| Life Estates and Trust Liability | $407,715 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Audit committee
- Yes
- Backup withholding compliance
- Yes
- 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
- Yes
- Other officer compensation reviewed
- Yes
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section B, Line 11B
“The form 990 will be e-mailed to the members of the governing board 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 B, Line 15
“An independent consultant conducts an executive salary and benefits survey review utilizing data from the ohio grantmaker's forum, the council on foundations and other survey data from an expansive database. Information as well as the president's completion of current year strategic goals are reviewed and evaluated by the executive compensation committee to determine the recommended compensation package. A salary survey is also completed annually from a variety of comparable sources, for example, council on foundations, employers resource association, hay, ohio grantmakers, etc. Based upon the data obtained, the executive compensation committee approves compensation recommendations. The dayton foundation's formal pay plan is adjusted to reflect current market salary survey data. Advancement through the salary range is conditional, based upon staff's successful completion of current year's strategic goals and overall annual performance criteria.”
Form 990, Part VI, Section C, Line 19
“The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”
Form 990, Part VIII, Line 2A
“Administrative fee income from related entities and agent liability funds.”
Form 990, Part VIII, Line 2B
“Participation fees (dayton-montgomery county scholarship fund).”
Form 990, Part VIII, Line 2C
“Overhead reimbursement and supporting organization fees.”
Form 990, Part VIII, Line 11A
“Transfer from related organization, dayton foundation depository.”
Form 990, Part VIII, Line 11B
“Intercompany transfer from dayton foundation depository for operations.”
Form 990, Part VIII, Line 11C
“Total income per form 990-t.”
Form 990, Part VIII, Line 11D
“Transfers from related organizations - dayton foundation charitable accounts, inc., the disability foundation, the ohio community pooled annuity trust; interfund transfers in transit; miscellaneous income.”
Filing and Contact Details
Filer
- Filer Name
- The Dayton Foundation
- EIN
- 31-6027287
- Phone
- 9372220410
- Address
- 40 NORTH MAIN STREET NO 500, DAYTON, OH 45423
Signing Officer
- Name
- Michael M Parks
- Title
- President
- Phone
- 9372220410
- Signed
- 2018-05-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Michael M Parks
- Formed
- 1921
- Legal Domicile
- Oh
- Voting Board Members
- 14
- Independent Board Members
- 14
- Employees
- 43
- Volunteers
- 10
Preparer
- Firm
- Flagel Huber Flagel
- Address
- 3400 SOUTH DIXIE DRIVE, DAYTON, OH 45439
- Preparer
- Charles Craft
- Phone
- 9372993400
Supplemental Narrative
Additional Explanations
FORM 990, PART XI, LINE 9:
“Fas 116 & 117 expenses 3,925,567. Fas 116 & 117 revenue -12,231,897. Partnership income per k-1 schedules -173,262. Rounding adjustment 3.”
Form 990, Part XII, Line 2C
“The processes for overseeing the audit and selection of an independent accountant have not changed since the prior year.”
Form 990, Part IX, Line 24
“The dayton foundation, as it is known publicly, is composed of several legal entities. The total assets of all these entities comprise the organization that the public knows as "the dayton foundation. Likewise, the expenses for these entities also reside with the dayton foundation, ein 31-6027287. The related entities are: dayton foundation depository, ein 31-1044298 dayton foundation charitable accounts, inc., ein 31-1330325 dayton foundation plus, inc., ein 54-2101090”
Form 990, Part IX, Line 24C
“INTERCOMPANY TRANSFERS.”
Form 990, Part IX, Line 24D
“Insurance premiums on policies donated to the dayton foundation.”
Financial Statement Notes
PART V, LINE 4:
“The intended use of the endowment funds is to initiate, promote, organize, sponsor, contribute to and generally further charitable, educational, civic, religious and community activities, undertakings and institutions.”
PART X, LINE 2:
“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 positions that would place the foundation's exempt status in jeopardy or result in a material income tax liability as of june 30, 2017. The foundation's form 990, return of organization exempt from income tax, for the years ended june 30, 2014 through 2016 could be subject to examination by the internal revenue service, generally for three years after they are filed. However, there are currently no audits or examinations in progress.”
PART XI, LINE 4B - OTHER ADJUSTMENTS:
“Fas 116 & 117 revenue 12,231,897. Partnership income per k-1 schedules 173,262. Rounding adjustment 1.”
PART XII, LINE 2D - OTHER ADJUSTMENTS:
“ROUNDING ADJUSTMENT -4.”
PART XII, LINE 4B - OTHER ADJUSTMENTS:
“Fas 116 & 117 expenses 3,925,567.”
Raw XML AppendixShowing 400 of 4,198 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.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 539171 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 201083 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 210719 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 265983 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENTTHE DAYTON FOUNDATION WAS ESTABLISHED IN 1921 AS A COMMUNITY FOUNDATION TO MEET THE CHANGING NEEDS AND IMPROVE THE QUALITY OF LIFE IN THE DAYTON/MIAMI VALLEY REGION AND SERVES AS A VEHICLE FOR INDIVIDUAL, FAMILY, ORGANIZATION AND CORPORATE CHARITABLE GIVING IN THE COMMUNITY. THE ORGANIZATION'S MISSION IS TO STRENGTHEN THE COMMUNITY THROUGH PHILANTHROPY AND LEADERSHIP. |
| IRS990/AdvertisingGrp/FundraisingAmt | 0 | 28286 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 621 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 28907 |
| IRS990/AllOtherContributionsAmt | 0 | 27838405 |
| IRS990/AllOtherExpensesGrp/FundraisingAmt | 0 | 17827 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 106576 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 9980 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 134383 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9372220410 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 40 NORTH MAIN STREET NO 500 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | DAYTON |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 45423 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 18976565 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 22812946 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 123750 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 667622 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 114753 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 906125 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/FundraisingAmt | 0 | 23370 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 43018 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 6534 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 72922 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 321248 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 28159653 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 20585773 |
| IRS990/CYInvestmentIncomeAmt | 0 | 17359773 |
| IRS990/CYOtherExpensesAmt | 0 | 3926664 |
| IRS990/CYOtherRevenueAmt | 0 | 1300714 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 405631 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 20099046 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 2614288 |
| IRS990/CYTotalExpensesAmt | 0 | 27126725 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 643980 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 47225771 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | 0 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 22295 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 22295 |
| IRS990/Desc | 0 | DESIGNATED AND ADVISED GRANTS TO 501(C)(3) ORGANIZATIONS |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 1 |
| IRS990/DistributionToDonorInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 1 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 43 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 17504663 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 51133 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 51133 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 21911 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 21911 |
| IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt | 0 | 6300 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 6300 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 33692 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 86398 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 15116 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 135206 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 1563914 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1563914 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 19537 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 16702 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 3734 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 2398 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 2699 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 120 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 6896 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | CRAIG J BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | DAVID T MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ANITA J MOORE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | COLLEEN M RYAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | J NORMAN ECKSTEIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | DR RATNA PALAKODETI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JAMES R PANCOAST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | WILLIAM L GILLISPIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | LISA E HANAUER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | MAUREEN A LYNCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | RICHARD J OMLOR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | MARVA COSBY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | THOMAS J BECKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | GEORGE E FOREST |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | MICHAEL M PARKS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | STEPHEN D DARNELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | JOSEPH B BALDASARE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | DEBORAH L DULANEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | DIANE K TIMMONS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | S TRACIE BOSHEARS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | MICHELLE LOVELY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 448865 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 111644 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 146292 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 132847 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 120606 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 60023 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 54194 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIR, GOVERNING BOARD |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | GOVERNING BOARD MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | PRESIDENT/SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | V.P. FINANCE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | V.P. DEVELOPMENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | ADMINISTRATION DIRECTOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | V.P. GRANTS & PROGRAMS |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | ASSISTANT TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | VP DEVELOPMENT |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1921 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 321248 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 197260 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 134708 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 10175916 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 14 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 5370025 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 5609853 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 20585773 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 20585773 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 47423031 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 14 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 147233 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 147233 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 56137 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 56137 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 7183857 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 7183857 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 325981926 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 361904535 |
| IRS990/IRPDocumentCnt | 0 | 124 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 699944 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 732324 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 727678 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1427622 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 1 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 154359 |
| IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt | 0 | 154359 |
| IRS990/MissionDesc | 0 | TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 263475147 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 300466253 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 10175916 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 10175916 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -62552 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -62552 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 25371649 |
| IRS990/NoncashContributionsAmt | 0 | 11652674 |
| IRS990/NondeductibleContributionsInd | 0 | 1 |
| IRS990/NondeductibleContriDisclInd | 0 | 1 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 138853 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 138853 |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 25229 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 86265 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 3889 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 115383 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 179048 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 272750 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -8479589 |
| IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt | 0 | 81508 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 197771 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 85492 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 364771 |
| IRS990/OtherExpensesGrp/Desc | 0 | PROGRAM EXPENSES |
| IRS990/OtherExpensesGrp/Desc | 1 | CHANGE IN VALUE OF SPLI |
| IRS990/OtherExpensesGrp/Desc | 2 | MISC--SEE SCHEDULE O |
| IRS990/OtherExpensesGrp/Desc | 3 | MISC--SEE SCHEDULE O |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 224960 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 181444 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 61792 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 951215 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 951215 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 224960 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 181444 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 61792 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 82894172 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 90989680 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 2 | 531390 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISC--SEE SCHEDULE O |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | MISC--SEE SCHEDULE O |
| IRS990/OtherRevenueMiscGrp/Desc | 2 | MISC--SEE SCHEDULE O |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 614506 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 421139 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 614506 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 421139 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 2 | 173262 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 173262 |
| IRS990/OtherRevenueTotalAmt | 0 | 1363266 |
| IRS990/OtherSalariesAndWagesGrp/FundraisingAmt | 0 | 267788 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 436214 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 484574 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 1188576 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 1 |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 38853 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 67716 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 48247 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 154816 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 6851701 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 6851701 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 6197933 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 11282977 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | MICHAEL M PARKS |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | SEE SCHEDULE O |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | SEE SCHEDULE O |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | SEE SCHEDULE O |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 308206 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 71925 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 25500 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 308206 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 71925 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 25500 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | SCHOLARSHIP GRANTS TO COLLEGES AND UNIVERSITIES |
| IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt | 0 | 1622043 |
| IRS990/ProgSrvcAccomActy3Grp/Desc | 0 | DISCRETIONARY GRANTS AS DETERMINED BY THE DAYTON FOUNDATION GRANTS COMMITTEE |
| IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt | 0 | 1461567 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | PROGRAM EXPENSES SUCH AS BROCHURES, WEBSITE SERVICES, MAILING COSTS, APPRAISALS AND OTHER COSTS ASSOCIATED WITH CONTRIBUTIONS TO A FUND, AND SIMILAR EXPENSES DIRECTLY RELATED TO THE CHARITABLE PURPOSE OF THE FUND. |
| IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt | 0 | 1721697 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 46214847 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 19675840 |
| IRS990/PYInvestmentIncomeAmt | 0 | 11149323 |
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.
- Assets
- $397,266,869
- Liabilities
- $96,800,616
- Net assets
- $300,466,253
- Revenue
- $47,225,771
- Expenses
- $27,126,725
- Net income
- $20,099,046