Civic Intelligence

The Dayton Foundation

990 • Fiscal year 2019 • EIN 31-6027287

Jul 01, 2018 to Jun 30, 2019 • Filed on Jul 13, 2020

1401 S Main St No 100Dayton, OH 45409

(937) 222-0410

Siviq Scores

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

Liabilities / Assets

41st percentile

0.24x

Higher debt load relative to assets than 41% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

84th percentile

1.63x

Higher debt load relative to revenue than 84% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

95th percentile

54%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

29th percentile

$525,564

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

69th percentile

9.4%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

16%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Assets

Up

$459,671,477

Up $39,463,306 (+9.4%) from 2018

Net Assets

Up

$349,825,589

Up $36,118,521 (+12%) from 2018

Liabilities

Up

$109,845,888

Up $3,344,785 (+3.1%) from 2018

Revenue

Up

$67,221,580

Up $9,145,283 (+16%) from 2018

Expenses

Down

$30,696,789

Down $665,495 (-2.1%) from 2018

Net Income

Up

$36,524,791

Up $9,810,778 (+37%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2010: $234,054,502Liabilities 2010: $54,123,332Net Assets 2010: $179,931,1702010Assets 2011: $271,085,001Liabilities 2011: $61,258,026Net Assets 2011: $209,826,9752011Assets 2012: $264,836,342Liabilities 2012: $58,599,140Net Assets 2012: $206,237,2022012Assets 2014: $340,152,337Liabilities 2014: $69,894,303Net Assets 2014: $270,258,0342014Assets 2015: $336,557,794Liabilities 2015: $69,616,851Net Assets 2015: $266,940,9432015Assets 2016: $352,278,515Liabilities 2016: $88,803,368Net Assets 2016: $263,475,1472016Assets 2017: $397,266,869Liabilities 2017: $96,800,616Net Assets 2017: $300,466,2532017Assets 2018: $420,208,171Liabilities 2018: $106,501,103Net Assets 2018: $313,707,0682018Assets 2019: $459,671,477Liabilities 2019: $109,845,888Net Assets 2019: $349,825,5892019Assets 2020: $476,689,140Liabilities 2020: $112,583,623Net Assets 2020: $364,105,5172020Assets 2021: $614,105,736Liabilities 2021: $138,575,534Net Assets 2021: $475,530,2022021Assets 2022: $550,779,259Liabilities 2022: $140,326,786Net Assets 2022: $410,452,4732022Assets 2023: $583,453,329Liabilities 2023: $142,453,105Net Assets 2023: $441,000,2242023Assets 2024: $649,636,891Liabilities 2024: $157,136,220Net Assets 2024: $492,500,6712024

Highlighted filing

2019

Assets$459,671,477
Liabilities$109,845,888
Net Assets$349,825,589

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100M$50M$0-$50MExpenses 2010: $24,204,2172010Expenses 2011: $19,587,0682011Expenses 2012: $28,962,0552012Revenue 2014: $47,097,987Expenses 2014: $33,330,029Net Income 2014: $13,767,9582014Revenue 2015: $45,686,546Expenses 2015: $33,522,405Net Income 2015: $12,164,1412015Revenue 2016: $58,173,154Expenses 2016: $27,070,563Net Income 2016: $31,102,5912016Revenue 2017: $47,225,771Expenses 2017: $27,126,725Net Income 2017: $20,099,0462017Revenue 2018: $58,076,297Expenses 2018: $31,362,284Net Income 2018: $26,714,0132018Revenue 2019: $67,221,580Expenses 2019: $30,696,789Net Income 2019: $36,524,7912019Revenue 2020: $65,647,739Expenses 2020: $45,981,976Net Income 2020: $19,665,7632020Revenue 2021: $82,530,515Expenses 2021: $37,224,989Net Income 2021: $45,305,5262021Revenue 2022: $86,220,290Expenses 2022: $42,041,360Net Income 2022: $44,178,9302022Revenue 2023: $59,281,429Expenses 2023: $71,402,673Net Income 2023: -$12,121,2442023Revenue 2024: $65,553,692Expenses 2024: $49,661,162Net Income 2024: $15,892,5302024

Highlighted filing

2019

Revenue$67,221,580
Expenses$30,696,789
Net Income$36,524,791
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 13, 2020
Return Version
2018v3.2
Gross Receipts
$67,406,113
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
LineBeginningEndChange
Assets
Investments Other Securities$384,670,121$410,331,615▲ $25,661,494
Cash and Non-Interest-Bearing Accounts$27,989,214$31,575,910▲ $3,586,696
Pledges and Grants Receivable$6,319,849$16,694,455▲ $10,374,606
Land, Buildings, and Equipment, Net$714,457$783,435▲ $68,978
Accounts Receivable$339,223$252,356▼ $86,867
Total Assets$420,208,171$459,671,477▲ $39,463,306
Other Assets Total$175,307$33,706▼ $141,601
Liabilities
Other Liabilities$98,824,572$102,723,628▲ $3,899,056
Grants Payable$7,477,387$6,960,571▼ $516,816
Accounts Payable and Accrued Expenses$199,144$161,689▼ $37,455
Total Liabilities$106,501,103$109,845,888▲ $3,344,785
Net Assets / Fund Balance
Unrestricted Net Assets$295,727,686$332,003,752▲ $36,276,066
Temporarily Rstr Net Assets$11,127,681$10,970,136▼ $157,545
Permanently Rstr Net Assets$6,851,701$6,851,701→ $0
Total Net Assets Fund Balance$313,707,068$349,825,589▲ $36,118,521
Total Liabilities and Net Assets / Fund Balance$420,208,171$459,671,477▲ $39,463,306

Asset Categories

AssetBook ValueDepreciationBasis
Land$691,460--
Equipment$91,975$665,817-
Other Securities$410,331,615--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$298,533,605$40,992,632▲ $16,167,524$912,996$335,716,458
2017$278,761,024$24,682,659▲ $21,450,888$873,887$298,533,605
2016$248,408,936$21,300,908▲ $30,944,309$752,772$278,761,024
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael M ParksPresident/secretaryFT$340,763$184,801$525,564
Joseph B BaldasareChief Development OfficerFT$146,532$13,371$159,903
Stephen D DarnellV.p. FinanceFT$126,614$15,854$142,468
Michelle LovelyVP DevelopmentFT$133,712-$133,712
Barbra StonerockCommunity EngagementFT$124,962$600$125,562
Jeanne S HolihanAdministration VPFT$124,723$100$124,823
Nan-c Moss VanVP Scholarship ServicesFT$107,639$4,851$112,490
Chris SmithVP Marketing & Public RelationsFT$102,030$4,411$106,441
S Tracie BoshearsAssistant TreasurerFT$65,453$120$65,573

Board Members and Trustees

NameTitle
James R PancoastChair, Governing Board
Anita J MooreGoverning Board Member
Cassie BarlowGoverning Board Member
Craig J BrownGoverning Board Member
David T MillerGoverning Board Member
Dr Ratna PalakodetiGoverning Board Member
George E ForestGoverning Board Member
J Norman EcksteinGoverning Board Member
James VaughnGoverning Board Member
Janice L CulverGoverning Board Member
Lisa E HanauerGoverning Board Member
Marva CosbyGoverning Board Member
Maureen a LynchGoverning Board Member
Thomas J BeckerGoverning Board Member
William L GillispieGoverning Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$46,066,490
Program Service Revenue
$1,019,558
Investment Income
$20,310,311
Other Revenue
$-174,779
All Other Contributions
$42,267,237
Change in Net Assets
$36,524,791

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded54$11,171,326Fair Market Value (FMV) on Date of Gift
Total Noncash Contributions54$11,171,326-

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,067,226
Revenue Not Reported on Financial Statements
$10,154,354
Revenue Not Reported on Form 990
$3,257,996
Other Revenue Adjustments
$10,154,354
Total Revenue per Audited Statements
$60,325,222
Total Revenue per Form 990
$67,221,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,237,915
Other Expenses$4,584,719
Salaries, Compensation, and Employee Benefits$2,874,155
Total Fundraising Expense$725,717
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$23,184,447--$23,184,447
Fees for Service Investment Mgmnt Fees-$2,050,405-$2,050,405
Other Salaries and Wages$516,641$461,253$330,096$1,307,990
Current Officers, Directors, Trustees, and Key Employees$98,232$761,887$147,041$1,007,160
Other Employee Benefits$89,693$207,873$89,466$387,032
Payroll Taxes$49,912$75,130$46,931$171,973
Occupancy-$163,045-$163,045
Information Technology-$132,845-$132,845
Fees for Services Other$18,683$66,395$19,746$104,824
Office Expenses$2,592$86,426$15,082$104,100
Conferences and Meetings$5,891$64,516$28,575$98,982
All Other Expenses$8,864$65,547$8,692$83,103
Fees for Services Accounting-$59,728-$59,728
Insurance-$57,846-$57,846
Grants to Domestic Individuals$53,468--$53,468
Other Expenses$300$42,192$3,774$46,266
Fees for Services Legal-$44,378-$44,378
Advertising--$33,597$33,597
Travel$3,059$6,949$2,717$12,725
Fees for Services Lobbying-$12,300-$12,300
Depreciation Depletion-$10,637-$10,637
Total Functional Expenses$25,192,155$4,778,917$725,717$30,696,789

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$30,696,789
Expenses per Audited Statements$24,206,701
Total Expenses per Audited Statements$24,206,701
Expenses Not Reported on Financial Statements$6,490,088
Other Expense Adjustments$6,490,088
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Victoria Theatre AssociationDayton, OH501 C 3General Support and Various Projects$4,503,551
Antioch College Corporation Dba Antioch CollegeYellow Springs, OH501 C 3General Support and Various Projects$954,284
Dayton HistoryDayton, OH501 C 3General Support and Various Projects$779,756
Dayton Performing Arts AllianceDayton, OH501 C 3General Support and Various Projects$737,136
The Calvary Cemetery AssociationDayton, OH501 C 3Various Projects$707,000
University of DaytonDayton, OH501 C 3General Support, Various Projects, and Scholarships$539,674
Friends of Aullwood IncDayton, OH501 C 3General Support and Various Projects$507,903
Dayton Contemporary Dance CompanyDayton, OH501 C 3General Support and Various Projects$371,932
Vineyard Christian FellowshipBeavercreek, OH501 C 3General Support and Various Projects$371,200
United Way of the Greater Dayton AreaDayton, OH501 C 3General Support and Various Projects$333,406
Hospice of Dayton FoundationDayton, OH501 C 3General Support and Various Projects$302,898
Wright State UniversityDayton, OH501 C 3Scholarships$286,222
Ymca of Greater DaytonDayton, OH501 C 3General Support, Various Projects, and Scholarships$285,084
Advocates for Basic Legal Equality IncToledo, OH501 C 3General Support and Various Projects$254,500
Ronald Mcdonald House Charities Miami Valley Region IncDayton, OH501 C 3General Support and Various Projects$234,864
Chaminade Julienne Catholic High SchoolDayton, OH501 C 3General Support, Various Projects, and Scholarships$205,283
Homeownership Center of Greater DaytonDayton, OH501 C 3General Support$200,690
Little Miami ConservancyLoveland, OH501 C 3General Support and Various Projects$192,091
The Ohio State UniversityColumbus, OH501 C 3Scholarships$180,325
Lehman Catholic High SchoolSidney, OH501 C 3Lehman Catholic High School$175,000
The Muse MachineDayton, OH501 C 3General Support, Various Projects, and Scholarships$170,147
BRIGID'S PATH INCKettering, OH501 C 3General Support and Various Projects$166,443
Culture WorksDayton, OH501 C 3General Supports and Various Projects$154,565
Mary Scott Nursing Center IncDayton, OH501 C 3General Support and Various Projects$150,860
Learn to Earn DaytonDayton, OH501 C 3General Support$150,125
Deca Prep IncDayton, OH501 C 3Drawdown to Cover Capital Expenses$150,000
Five Rivers MetroparksDayton, OH501 C 3General Support and Various Projects$142,039
St Vincent De Paul Social ServicesDayton, OH501 C 3General Support and Various Projects$137,321
Nehemiah Project International MinistryLake Oswego, OR501 C 3100,000 Job Initiative$133,000
YELLOW SPRINGS COMMUNITY CHILDREN'S CENTERYellow Springs, OH501 C 3General Support$125,000
Fairhaven ChurchDayton, OH501 C 3General Support and Various Projects$124,027
Zion Evangelical Lutheran ChurchDayton, OH501 C 3General Support and Various Projects$120,942
Sinclair Community CollegeDayton, OH501 C 3Scholarships and Various Projects$119,830
Dayton Crayons to ClassroomsDayton, OH501 C 3General Support and Various Projects$116,390
DAYTON CHILDREN'S HOSPITAL FOUNDATIONDayton, OH501 C 3General Support and Various Projects$111,384
DaybreakDayton, OH501 C 3General Support and Various Projects$107,355
Archbishop Alter High SchoolKettering, OH501 C 3General Support, Various Projects, and Scholarships$100,034
American Red Cross Dayton Area ChapterDayton, OH501 C 3General Support and Various Projects$98,571
The Dayton Art InstituteDayton, OH501 C 3General Support and Various Projects$97,145
Catholic Social Services of the Miami ValleyDayton, OH501 C 3General Supports and Various Projects$96,097
Miami Valley Hospital FoundationDayton, OH501 C 3General Support and Various Projects$95,590
The Dayton Rotary Club FoundationDayton, OH501 C 3General Support and Various Projects$90,900
University of CincinnatiCincinnati, OH501 C 3Scholarships$90,753
House of BreadDayton, OH501 C 3General Support and Various Projects$88,179
Goodwill Easter Seals Miami ValleyDayton, OH501 C 3General Support and Various Projects$86,981
Miami UniversityOxford, OH501 C 3General Support and Scholarships$86,317
St Albert the Great ChurchKettering, OH501 C 3General Support and Various Projects$84,743
Planned Parenthood Southwest Ohio RegionDayton, OH501 C 3General Support$84,281
The Salvation ArmyDayton, OH501 C 3General Support and Various Projects$84,144
Baptist International OutreachJefferson City, TN501 C 3General Support and Various Projects$84,000
Dayton Society of Natural HistoryDayton, OH501 C 3General Support and Various Projects$76,764
Greater Dayton Union Cooperative InitiativeDayton, OH501 C 3General Support and Gem City Market$75,969
Senior Resource ConnectionDayton, OH501 C 3Various Projects$75,500
Back 2 Back Ministries IncMason, OH501 C 3General Support$74,000
ST PAUL'S EPISCOPAL CHURCHDayton, OH501 C 3General Support and Various Projects$73,934
Seedling FoundationDayton, OH501 C 3General Support and Various Projects$72,790
The Miami Valley SchoolDayton, OH501 C 3General Support, Various Projects, and Scholarships$71,292
DAYTON CHILDREN'S HOSPITALDayton, OH501 C 3General Supports and Various Projects$70,162
Dakota Center IncDayton, OH501 C 3General Support and Various Projects$70,100
Miami Valley Council Boy Scouts of AmericaDayton, OH501 C 3General Supports and Various Projects$69,046
United Rehabilitation ServicesDayton, OH501 C 3General Support and Various Projects$66,366
The Foodbank IncDayton, OH501 C 3General Support and Various Projects$65,630
The Human Race Theatre CompanyDayton, OH501 C 3General Support and Various Projects$65,269
Heart to HondurasTequesta, FL501 C 3General Support and Various Projects$65,000
Wright State University FoundationDayton, OH501 C 3General Support, Various Projects, and Scholarships$63,675
Teach for America IncNew York, NY501 C 3General Support$60,000
Carroll High SchoolDayton, OH501 C 3General Support and Scholarships$58,262
Five Rivers Health CentersDayton, OH501 C 3General Support and Various Projects$57,500
Denison UniversityGranville, OH501 C 3General Support and Scholarships$56,250
Cec ArtslinkNew York, NY501 C 3General Support$55,000
Miami Valley Public Media Inc (wyso)Yellow Springs, OH501 C 3General Support$54,582
Arthur Morgan Institute for Community SolutionsYellow Springs, OH501 C 3Various Projects$52,500
Bowling Green State UniversityBowling Green, OH501 C 3Scholarships$52,500
University of Notre DameNotre Dame, IN501 C 3Various Projects and Scholarships$52,500
The Noble Circle ProjectDayton, OH501 C 3General Support and Various Projects$52,000
Lincoln Center for the Performing Arts IncNew York, NY501 C 3General Support$50,000
Pro Bono Partnership of OhioCincinnati, OH501 C 3Part-time Attorney Helping Dayton-area Non-profit Organizations$50,000
Community Action PartnershipDayton, OH501 C 3Employment Legal Clinic$49,200
Humane Society of Greater DaytonDayton, OH501 C 3General Support and Various Projects$48,722
Ohio UniversityAthens, OH501 C 3Scholarships$46,339
The Woodland Arboretum FoundationDayton, OH501 C 3Various Projects$45,100
Miami Valley Leadership FoundationDayton, OH501 C 3Various Projects$45,000
Life Enrichment CenterDayton, OH501 C 3General Support and Various Projects$44,950
The Learning Tree Farm IncDayton, OH501 C 3General Support and Various Projects$44,797
Dayton Visual Arts CenterDayton, OH501 C 3General Support and Various Projects$44,778
Good Samaritan Hospital FoundationDayton, OH501 C 3General Support and Various Projects$44,239
Africa on Fire FoundationHigh Point, NC501 C 3General Support and Various Projects$43,000
Ywca of DaytonDayton, OH501 C 3General Support and Various Projects$42,689
Dayton Region New Market FundDayton, OH501 C 3General Support$40,000
Memorial United Church of ChristDayton, OH501 C 3Various Programs$40,000
Montgomery County Educational Service CenterDayton, OH501 C 3Science Saturdays$40,000
Graceworks Lutheran ServicesDayton, OH501 C 3General Support and Various Projects$39,956
Oakwood Board of EducationDayton, OH501 C 3Various Projects$36,937
K12 Gallery for Young PeopleDayton, OH501 C 3General Support and Various Projects$36,300
The Greater Cincinnati FoundationCincinnati, OH501 C 3Various Projects$35,850
St Rita School for the DeafCincinnati, OH501 C 3General Support and Support Hearing Impaired Students$35,642
Good Shepherd MinistriesDayton, OH501 C 3Various Programs$35,600
Miamisburg Community FoundationMiamisburg, OH501 C 3Riverfront Park Interactive Water Pad Project$35,000
Dayton Early College AcademyDayton, OH501 C 3General Support and Various Projects$34,621
SicsaWashington Township, OH501 C 3General Support$34,208
Spring Valley AcademyCenterville, OH501 C 3General Support and Various Projects$33,667
Oakwood City School DistrictDayton, OH501 C 3Various Projects$33,061
Kettering Medical Center FoundationKettering, OH501 C 3General Support and Various Projects$33,052
Wilberforce UniversityWilberforce, OH501 C 3General Support and Various Projects$32,066
MT ST MARY'S SEMINARY OF THE WEST ATHENAEUM OF OHIO NORWOODCincinnati, OH501 C 3General Support and Various Projects$31,566
St Meinrad ArchabbeySt Meinrad, IN501 C 3Seminary and School of Theology$31,566
Alcohol Drug Addiction and Mental Health Services for Montgomery CountyDayton, OH501 C 3General Support$31,000
Lutheran Church of Our SaviorDayton, OH501 C 3General Support and Various Projects$30,030
New Vision World Center ChurchDayton, OH501 C 3Church Building at 1650 Needmore Road$30,000
Yellow Springs Arts CouncilYellow Springs, OH501 C 3Various Projects$30,000
Wright Memorial Public LibraryOakwood, OH501 C 3Various Projects$29,945
Five Rivers Metroparks FoundationDayton, OH501 C 3General Support and Various Projects$29,900
Shoes 4 the ShoelessDayton, OH501 C 3General Support and Various Projects$29,500
Archdiocese of CincinnatiCincinnati, OH501 C 3General Support and Various Projects$29,301
Omega Community Development CorporationDayton, OH501 C 3General Support and Hope Center for Families$29,167
St Leonard FoundationCenterville, OH501 C 3General Support and Various Projects$29,142
Miami Valley Career Technology CenterClayton, OH501 C 3Scholarship and Various Projects$29,051
Mary Help of Christians ChurchFairborn, OH501 C 3Various Projects$28,510
A Special Wish Foundation Inc-dayton ChapterDayton, OH501 C 3General Support$28,476
Central State UniversityWilberforce, OH501 C 3General Support and Scholarships$28,428
Wilmington CollegeWilmington, OH501 C 3Scholarships and Various Projects$27,963
Dayton Christian CenterDayton, OH501 C 3Various Projects$27,404
Sinclair Community College FoundationDayton, OH501 C 3General Support, Various Projects, and Scholarships$27,215
Reach Out of Montgomery CountyDayton, OH501 C 3General Support and Charitable Pharmacy$27,170
Young LifeColorado Springs, CO501 C 3Various Projects$27,000
Northwestern UniversityEvanston, IL501 C 3Scholarships and Various Projects$26,383
Linden Avenue Baptist ChurchDayton, OH501 C 3Various Projects$25,356
Dayton Boys and Girls ClubDayton, OH501 C 3General Support and Triple Play$25,187
Citywide Development CorporationDayton, OH501 C 3Lakeside Lake Restoration$25,000
Cynthia Garrett Ministries IncIrvine, CA501 C 3The God Man Film$25,000
Golden Age Senior Citizens Inc Dba Xenia Adult Recreation & Services CentXenia, OH501 C 3Reach Interior Needs$25,000
Ohio Physicians Health ProgramColumbus, OH501 C 3Capital Improvements for Office Expansion$25,000
Preble County Art Association IncEaton, OH501 C 3Pcaa Relocation and Expansion$25,000
ELIZABETH'S NEW LIFE CENTERDayton, OH501 C 3General Support$24,950
Otterbein UniversityWesterville, OH501 C 3Scholarships and Various Projects$24,824
The James M Cox Jr Arboretum FoundationDayton, OH501 C 3General Support and Planting/maintenance at Cox Arboretum$24,308
Special Olympics Ohio IncColumbus, OH501 C 3General Support$24,146
Girl Scouts of Western OhioCincinnati, OH501 C 3General Support and Various Projects$24,000
St Mary Development CorporationDayton, OH501 C 3General Support and Various Projects$23,350
The Grandview Medical Center FoundationDayton, OH501 C 3Various Programs$23,250
Westminster Presbyterian ChurchDayton, OH501 C 3General Support and Various Projects$23,043
Dayton Metro Library FoundationDayton, OH501 C 3General Support and Various Projects$22,989
Greater Dayton Public TelevisionDayton, OH501 C 3General Support and Various Projects$22,968
St Vincent De Paul SocietyDayton, OH501 C 3General Support and Various Projects$22,959
ST JOHN'S UNITED CHURCH OF CHRISTDayton, OH501 C 3General Support and Various Projects$22,827
Christ Episcopal ChurchDayton, OH501 C 3General Support$22,650
Clothes That WorkDayton, OH501 C 3General Support and Various Projects$22,622
Parity IncDayton, OH501 C 3General Support and Various Projects$22,562
Greene County Community Foundation Dba Greene GivingXenia, OH501 C 3Various Programs$22,250
American Cancer SocietyDublin, OH501 C 3General Support and Various Projects$22,190
Dayton Masonic FoundationDayton, OH501 C 3General Support$22,032
Catholic Charities of Southwestern OhioCincinnati, OH501 C 3General Support and Warehouse Improvements$22,000
Holy Angels SchoolDayton, OH501 C 3General Support and Various Projects$21,851
Downtown Dayton Partnership CorporationDayton, OH501 C 32018 Dayton Holiday Festival$21,544
National Trail Local SchoolsNew Paris, OH501 C 3Various Projects and Scholarships$21,304
St Paul United Methodist ChurchDayton, OH501 C 3General Support and Various Projects$21,200
Southwestern Adventist UniversityKeene, TX501 C 3General Support$21,167
Dayton Christian School SystemMiamisburg, OH501 C 3General Support and Scholarships$20,451
Greater Dayton Volunteer Lawyers Project IncDayton, OH501 C 3General Support and Various Projects$20,236
Kettering College of Medical ArtsKettering, OH501 C 3Scholarships$20,000
Patterson Park Youth Baseball IncDayton, OH501 C 3General Support$20,000
Resident Home Association of Greater Dayton IncDayton, OH501 C 3Springmill Accessible Bath Renovation$20,000
Sugartree Ministry CenterWilmington, OH501 C 3General Support$20,000
Youth With a Mission San Diego BajaChula Vista, CA501 C 3General Support$20,000
Mcmsa FoundationDayton, OH501 C 3Various Projects and Scholarships$19,874
Ohio Northern UniversityAda, OH501 C 3Scholarships and Various Projects$19,813
United Theological SeminaryTrotwood, OH501 C 3General Support and Poly Center for Supervision$19,768
West Carrollton Board of EducationWest Carrollton, OH501 C 3Teacher Grants$19,403
Clark County DdSpringfield, OH501 C 3Various Projects$19,329
Bishop Leibold SchoolDayton, OH501 C 3General Support and Scholarships$19,305
Catholic Community Foundation for the Archdiocese of Cincinnati IncCincinnati, OH501 C 3General Support and Various Projects$18,925
Dayton Montgomery County Scholarship ProgramDayton, OH501 C 3General Support$18,907
Kettering City SchoolsDayton, OH501 C 3Various Projects$18,735
Habitat for Humanity of Greater DaytonDayton, OH501 C 3General Support and Various Projects$18,519
CurepspNew York, NY501 C 3General Support and Various Projects$18,250
Wesley Community Center IncDayton, OH501 C 3General Support and Various Projects$18,024
Friendship Village Residents AssociationDayton, OH501 C 3General Support$18,000
Health Partners Free ClinicTroy, OH501 C 3Diagnostic/lab Testing and Pharmacy$18,000
Christ Child Society of DaytonKettering, OH501 C 3General Support and Educational Activities$17,997
Echoing Hills Village IncCoshocton, OH501 C 3General Support and Various Projects$17,733
Glen Helen AssociationYellow Springs, OH501 C 3General Support and Various Projects$17,702
Association for Frontotemporal DegenerationRadnor, PA501 C 3Continuing and Furthering Research$17,620
Therapeutic Riding Institute IncSpring Valley, OH501 C 3General Support and Various Projects$17,500
Versailles Heritage ParkVersailles, OH501 C 3Heritage Park Amphitheater Project$17,500
Ohio Environmental CouncilColumbus, OH501 C 3General Support$17,000
One for IsraelSouthlake, TX501 C 3General Support$17,000
Soul Choice InternationalDayton, OH501 C 3General Support$17,000
Normandy United Methodist ChurchDayton, OH501 C 3General Support and Various Projects$16,961
Miami TownshipMiamisburg, OH501 C 3Maintenance of Waldruhe Park$16,734
Washington TownshipDayton, OH501 C 3Various Projects$16,690
Kent State UniversityKent, OH501 C 3Scholarships$16,600
Claymont High SchoolUhrichsville, OH501 C 3Scholarship$16,500
City of BrookvilleBrookville, OH501 C 3Various Programs$16,003
Fairmont Presbyterian ChurchDayton, OH501 C 3General Support$16,000
Friends of the CastleCenterville, OH501 C 3Various Projects$16,000
Artemis Center for Alternatives to Domestic ViolenceDayton, OH501 C 3General Support$15,436
City of OakwoodDayton, OH501 C 3Various Projects$15,370
First Lutheran ChurchDayton, OH501 C 3Various Projects$15,362
First Baptist Church of DaytonDayton, OH501 C 3General Support$15,138
Habitat for Humanity of Johnson CountyWarrensburg, MO501 C 3General Support$15,000
The Linda Vista IncDayton, OH501 C 3Transitional Housing$15,000
Youth With a Mission El Paso and JuarezEl Paso, TX501 C 3General Support$15,000
Museum of Modern ArtNew York, NY501 C 3General Support$14,915
Northmont City SchoolsEnglewood, OH501 C 3Teachers Grants$14,777
Family Service AssociationDayton, OH501 C 3General Support and Various Projects$14,525
Community Wellness Coalition Dba Open Arms Health ClinicBellbrook, OH501 C 3Open Arms Health Clinic$14,500
Food for the Poor IncCoconut Creek, FL501 C 3Various Projects$14,400
Widows Home of DaytonDayton, OH501 C 3General Support and Various Projects$14,198
St Charles Borromeo ChurchKettering, OH501 C 3General Support$14,048
Miami Valley Symphony OrchestraDayton, OH501 C 3Mvso Percussion Purchase$13,953
University of ToledoToledo, OH501 C 3Scholarships$13,950
Joy Outdoor Education Center FoundationClarksville, OH501 C 3Various Projects$13,940
Choices in Community Living IncDayton, OH501 C 3Various Projects$13,900
Dayton Theatre GuildDayton, OH501 C 3General Support$13,485
Greene County Animal ControlXenia, OH501 C 3Care for Animals of Destitute Owners$13,355
Partners in Hope IncTroy, OH501 C 3A Place for Hope$13,000
University of FindlayFindlay, OH501 C 3Scholarships$13,000
Christ United Methodist ChurchKettering, OH501 C 3General Support and Benevolent Fund$12,859
Urbana UniversityUrbana, OH501 C 3Scholarships$12,500
Dayton Right to Life FoundationDayton, OH501 C 3General Support and Various Projects$12,437
HomefullDayton, OH501 C 3General Support and Various Projects$12,272
Mercy Manor IncDayton, OH501 C 3Various Projects$12,100
Sunlight VillageDayton, OH501 C 3Various Projects$12,100
University of KentuckyLexington, KY501 C 3Scholarships$12,000
Yolo of Darke County IncVersailles, OH501 C 3Various Projects$12,000
ALZHEIMER'S ASSOCIATIONDayton, OH501 C 3General Support and Various Projects$11,538
Miamisburg City School DistrictMiamisburg, OH501 C 3Various Projects$11,500
Trinity Lutheran SeminaryColumbus, OH501 C 3General Support$11,408
Dayton Public SchoolsDayton, OH501 C 3Various Projects$11,271
ST MARY'S COLLEGENotre Dame, IN501 C 3Scholarships$11,263
National Ffa FoundationIndianapolis, IN501 C 3Various Programs$11,200
Church of the Incarnation SchoolCenterville, OH501 C 3Scholarships and Stem Program$11,110
Dayton Public Radio-wdprDayton, OH501 C 3General Support and Various Projects$11,074
Honor Flight Dayton IncorporatedSpringfield, OH501 C 3General Support and Various Projects$11,000
Middleburg United Methodist ChurchMiddleburg, FL501 C 3General Support and Various Projects$10,900
Good Neighbor HouseDayton, OH501 C 3General Support and Dental Expansion/equipment$10,792
Wittenberg UniversitySpringfield, OH501 C 3Scholarships$10,750
Temple IsraelDayton, OH501 C 3General Support and Various Projects$10,465
Yellow Springs Senior Citizens IncYellow Springs, OH501 C 3General Support and Yellow Sr. Springs Center$10,450
Agape for Youth IncDayton, OH501 C 3General Support$10,400
ST GEORGE'S EPISCOPAL CHURCHDayton, OH501 C 3CHILDREN'S ARTS EXPERIENCES$10,270
American Heart Association IncDallas, TX501 C 3General Support and Various Projects$10,257
Sisters of Charity of CincinnatiMount St Joseph, OH501 C 3General Support and Retirement Fund$10,250
Church of the IncarnationCenterville, OH501 C 3General Support and Various Projects$10,200
Mother Teresa Catholic Elementary SchoolLiberty Township, OH501 C 3Scholarship$10,140
The Nature ConservancyArlington, VA501 C 3General Support and Various Projects$10,039
Center for Holocaust and Humanity EducationCincinnati, OH501 C 3General Support$10,000
City of KetteringDayton, OH501 C 3Various Projects$10,000
Clinton County FoundationWilmington, OH501 C 3The Hoho Shop$10,000
Clinton County Services for the HomelessWilmington, OH501 C 3The Homeless$10,000
Create Community Arts StudioBoyne City, MI501 C 3General Support$10,000
Cross International Catholic OutreachBoca Raton, FL501 C 3General Support$10,000
DAYTON CATHOLIC WOMEN'S CLUBDayton, OH501 C 3General Support$10,000
Family Abuse Shelter of Miami County IncTroy, OH501 C 3Capital Project$10,000
Fitton Center for Creative ArtsHamilton, OH501 C 3Outreach Program - Creative Movement$10,000
Food 4 FamiliesEaton, OH501 C 3Food Boxes and Premium Commodities for the Food Pantry$10,000
Friends of Piqua Parks IncPiqua, OH501 C 3General Support$10,000
Harvard CollegeCambridge, MA501 C 3Various Projects$10,000
Highlands Nature Sanctuary Dba Arc of Appalachia Preserve SystemBainbridge, OH501 C 3General Support$10,000
Home Is the FoundationEaton, OH501 C 3Vehicle Homeless Shelter$10,000
JACOB'S LADDEREaton, OH501 C 3Backpack Program$10,000
Kingdom AdvisorsAtlanta, GA501 C 3Money Wise Matching Grant Fund Raiser$10,000
Lakeside Chautauqua FoundationLakeside, OH501 C 3Pickleball Project$10,000
Metropolitan Opera AssociationNew York, NY501 C 3Patron Program$10,000
Miami County Dental ClinicTroy, OH501 C 3UNINSURED CHILDREN'S FUND$10,000
Ohio CPA FoundationColumbus, OH501 C 3Scholarships$10,000
Pink Ribbon Girls IncTipp City, OH501 C 3General Support and Ignite the Fight Dayton$10,000
Reliant MissionOrlando, FL501 C 3General Support$10,000
St Paul United Methodist ChurchCincinnati, OH501 C 3Preble County Success Program$10,000
The Antioch SchoolYellow Springs, OH501 C 3General Support$10,000
The Glen at St JosephDayton, OH501 C 3General Support$10,000
The Piqua Community FoundationPiqua, OH501 C 3Johnston Farm and Indian Agency Education Center Project$10,000
The Tampa Oratorio Singers IncTampa, FL501 C 3To Underwrite the Classical Masterworks Choral Series$10,000
Whitney Museum of American ArtNew York, NY501 C 3General Support$10,000
Vandalia-butler City SchoolsVandalia, OH501 C 3Various Projects$9,850
Memorial United Methodist ChurchWest Carrollton, OH501 C 3General Support and Various Projects$9,769
United Church Homes Inc Trinity CommunityDayton, OH501 C 3General Support and Various Projects$9,762
Children of Promise InternationalCenterville, OH501 C 3General Support$9,700
Triumphant Life MinistriesEaton, OH501 C 3Life Skills Training and Ten Eleven Programs$9,600
Oak Tree Corner IncDayton, OH501 C 3General Support and Various Projects$9,501
Montgomery County Board of Developmental Disabilities ServicesDayton, OH501 C 3Various Projects$9,500
We Care Arts IncKettering, OH501 C 3General Support and Various Projects$9,500
Southminster Presbyterian ChurchDayton, OH501 C 3General Support$9,419
Montgomery County Animal Resource CenterDayton, OH501 C 3Food, Medical Services, and Direct Care of Cats$9,130
Dayton Philharmonic Volunteer AssociationDayton, OH501 C 3General Support and Scholarships$9,040
Sacred Heart Catholic ChurchNew Carlisle, OH501 C 3General Support$9,000
Spelman CollegeAtlanta, GA501 C 3General Support and Scholarships$9,000
Foa Foundation (families of Addicts)Dayton, OH501 C 3Various Projects$8,700
Bethel Missionary Baptist ChurchDayton, OH501 C 3General Support and Various Projects$8,699
Victory ProjectDayton, OH501 C 3General Support and Various Projects$8,509
Take Stock in Children of Manatee CountyBradenton, FL501 C 3General Support$8,500
Beth Abraham SynagogueDayton, OH501 C 3General Support$8,437
University of AkronAkron, OH501 C 3Scholarships$8,250
Church of the Holy AngelsDayton, OH501 C 3General Support$8,196
Dayton Juniors Volleyball ClubFairborn, OH501 C 3Jo Volleyball Fees$8,145
St Francis Episcopal ChurchSpringboro, OH501 C 3General Support$8,137
Broadwater AcademyExmore, VA501 C 3Scholarships$8,000
Butler UniversityIndianapolis, IN501 C 3Scholarships$8,000
Day of Caring FoundationBeavercreek, OH501 C 3General Support and Personal Care Pantry$8,000
Maple Tree Cancer AllianceDayton, OH501 C 3General Support and Fitness Project$8,000
New Path IncTipp City, OH501 C 3General Support and Canopy and Medical Equipment$8,000
St Joseph SchoolKnoxville, TN501 C 3Tuition Assistance$8,000
Grace Lutheran ChurchNaples, FL501 C 3General Support$7,819
Cedarville UniversityCedarville, OH501 C 3Scholarships$7,750
HANNAH'S TREASURE CHESTCenterville, OH501 C 3General Support and Various Projects$7,591
DAVID'S UNITED CHURCH OF CHRISTKettering, OH501 C 3General Support$7,518
Cystic Fibrosis FoundationBethseda, MD501 C 3Various Projects$7,500
Princeton UniversityPrinceton, NJ501 C 3Various Projects$7,500
Sifi MinistrySpringfield, OH501 C 3Capital Improvements$7,500
St Peter Catholic ChurchHuber Heights, OH501 C 3General Support$7,459
MIAMI VALLEY WOMEN'S CENTERDayton, OH501 C 3General Support and Various Projects$7,342
Dayton Council on World AffairsDayton, OH501 C 3General Support and Scholarships$7,291
Alabama a & M UniversityNormal, AL501 C 3Scholarships$7,250
Aullwood Audubon Center and FarmDayton, OH501 C 3General Support and Various Projects$7,131
Jewish Federation of Greater DaytonCenterville, OH501 C 3General Support and Various Projects$7,092
CAESAR'S FORD THEATRE INCXenia, OH501 C 3Playwriting Festival$7,000
Christ Child Society of Naples FloridaNaples, FL501 C 3General Support and Educational Needs$7,000
Emmanuel Lutheran ChurchKettering, OH501 C 3General Support$7,000
Grace to YouPanorama City, CA501 C 3General Support$7,000
THAD'S CHURCHSanta Monica, CA501 C 3General Support$7,000
Wellesley CollegeWellesley, MA501 C 3Various Projects$7,000
St Peter Catholic SchoolHuber Heights, OH501 C 3Scholarships$6,894
The Junior League of Dayton Ohio IncDayton, OH501 C 3General Support$6,761
Morehead State UniversityMorehead, KY501 C 3Scholarships$6,750
Heidelberg UniversityTiffin, OH501 C 3General Support and Scholarships$6,600
Kettering Parks FoundationDayton, OH501 C 3General Supports and Expanding Education/services Kettering$6,550
The First United Methodist ChurchHillsboro, OH501 C 3General Support$6,526
Dayton Peace MuseumDayton, OH501 C 3General Support$6,369
Juvenile Diabetes Research Foundation InternationalNew York, NY501 C 3General Support and Various Projects$6,236
The Ohio State University FoundationColumbus, OH501 C 3Scholarships and Various Projects$6,018
American Marketing AssociationChicago, IL501 C 3Special Interest Group Winter and Summer Reception Sponsorship$6,000
Capital UniversityColumbus, OH501 C 3Scholarships$6,000
Cityheart CorporationDayton, OH501 C 3General Support and Various Projects$6,000
Direct Experience in Artistic Living IncDanville, KY501 C 3General Support$6,000
Methodist UniversityFayetteville, NC501 C 3Scholarships$6,000
Modern College of DesignDayton, OH501 C 3Scholarships$6,000
Planned Parenthood of the Pacific SwSan Diego, CA501 C 3General Support$6,000
St Joseph Catholic ChurchNorris, TN501 C 3General Support$6,000
The Smile TrainWashington, DC501 C 3General Support$6,000
Ymca of Greater CincinnatiCincinnati, OH501 C 3General Support and Scholarships$6,000
Eckerd CollegeSt Petersburg, FL501 C 3Scholarships$5,969
Yellow Springs Community FoundationYellow Springs, OH501 C 3General Support and Various Projects$5,902
Annunciation Greek Orthodox ChurchDayton, OH501 C 3General Support and Various Projects$5,879
Otterbein HomesLebanon, OH501 C 3General Support$5,854
El Puente Educational Center IncDayton, OH501 C 3Capacity Building$5,800
Doctors Without BordersHagerstown, MD501 C 3General Support$5,785
Sisters of Notre Dame De NamurCincinnati, OH501 C 3General Support$5,772
Xavier UniversityCincinnati, OH501 C 3Scholarships$5,750
Reach Out InternationalTipp City, OH501 C 3Various Projects$5,690
Simon Kenton Bridges of HopeXenia, OH501 C 3General Support and Various Projects$5,650
Ashland UniversityAshland, OH501 C 3Scholarships$5,600
His Hope Teen ChallengeMiamisburg, OH501 C 3General Support and Food for Gala Event$5,600
United States Conference of Catholic BishopsWashington, DC501 C 3General Support and Various Projects$5,575
National Society to Prevent Blindness (prevent Blindness Ohio)Columbus, OH501 C 3General Support and Various Projects$5,543
Salvation ArmySan Jose, CA501 C 3General Support$5,500
The Brunner Literacy CenterDayton, OH501 C 3General Support$5,454
Northridge Local SchoolsDayton, OH501 C 3Various Projects$5,423
Oakwood Historical SocietyOakwood, OH501 C 3General Support$5,409
Shriners Hospitals for ChildrenTampa, FL501 C 3General Support$5,328
ST JUDE CHILDREN'S RESEARCH HOSPITALMemphis, TN501 C 3General Support$5,322
Precious Blood Catholic ChurchDayton, OH501 C 3General Support$5,312
ALZHEIMER'S RESEARCH FOUNDATION FISHER CENTERNew York, NY501 C 3General Support$5,310
Memorial Sloan-kettering Cancer CenterNew York, NY501 C 3Research Only$5,310
The Leukemia and Lymphoma Society IncCincinnati, OH501 C 3Research Only$5,310
Diabetes DaytonKettering, OH501 C 3General Support and Camp Ko-man-she$5,284
Life Essentials IncDayton, OH501 C 3General Support and Various Projects$5,271
Girls on the Run of DaytonDayton, OH501 C 3General Support and Various Projects$5,250
Community Services AgencyMountain View, CA501 C 3General Support and Various Projects$5,200
World House Choir IncYellow Springs, OH501 C 3General Support and Various Projects$5,100
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$199,400
Fundraising Direct Expenses$184,533
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Feast of Giving$162,916-$10,851-
Friends of Dayton Luncheon$109,895---
Total Events$663,577$199,400$184,533$14,867
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agent Liabilities$98,929,609
Life Income Annuities Payable$3,631,342
Life Estates and Trust Liability$162,677
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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:

Intercompany transfer from dayton foundation depository for operations.

FORM 990, PART VIII, LINE 2B:

Administrative fee income from related entities and agent liability funds.

FORM 990, PART VIII, LINE 2C:

Participation fees (dayton-montgomery county scholarship fund).

FORM 990, PART VIII, LINE 2D:

Overhead reimbursement and supporting organization fees.

FORM 990, PART VIII, LINE 2E:

Transfers from the ohio community pooled annuity trust

FORM 990, PART VIII, LINE 11A:

Total income per form 990-t.

Filing and Contact Details

Filer

Filer Name
The Dayton Foundation
EIN
31-6027287
Phone
9372220410
Address
1401 S MAIN ST NO 100, DAYTON, OH 45409

Signing Officer

Name
Stephen D Darnell
Title
V.p. of Finance
Phone
9372220410
Signed
2020-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen D Darnell
Formed
1921
Legal Domicile
Oh
Voting Board Members
15
Independent Board Members
15
Employees
44
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 6,490,088. Fas 116 & 117 revenue -10,796,456. Partnership income per k-1 schedules 642,103.

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, 2019. The foundation's form 990, return of organization exempt from income tax, for the years ended june 30, 2016 through 2018 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 10,796,457. Partnership income per k-1 schedules -642,103.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Fas 116 & 117 expenses 6,490,088.

Raw XML AppendixShowing 400 of 4,367 raw XML fields

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

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OfficerInd8X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1520478
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1615854
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1778
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt214851
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt224411
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt23600
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG J BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID T MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm2ANITA J MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm3J NORMAN ECKSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm4DR RATNA PALAKODETI
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES R PANCOAST
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM L GILLISPIE
IRS990/Form990PartVIISectionAGrp/PersonNm7LISA E HANAUER
IRS990/Form990PartVIISectionAGrp/PersonNm8MAUREEN A LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm9MARVA COSBY
IRS990/Form990PartVIISectionAGrp/PersonNm10THOMAS J BECKER
IRS990/Form990PartVIISectionAGrp/PersonNm11GEORGE E FOREST
IRS990/Form990PartVIISectionAGrp/PersonNm12CASSIE BARLOW
IRS990/Form990PartVIISectionAGrp/PersonNm13JANICE L CULVER
IRS990/Form990PartVIISectionAGrp/PersonNm14JAMES VAUGHN
IRS990/Form990PartVIISectionAGrp/PersonNm15MICHAEL M PARKS
IRS990/Form990PartVIISectionAGrp/PersonNm16STEPHEN D DARNELL
IRS990/Form990PartVIISectionAGrp/PersonNm17JOSEPH B BALDASARE
IRS990/Form990PartVIISectionAGrp/PersonNm18S TRACIE BOSHEARS
IRS990/Form990PartVIISectionAGrp/PersonNm19MICHELLE LOVELY
IRS990/Form990PartVIISectionAGrp/PersonNm20JEANNE S HOLIHAN
IRS990/Form990PartVIISectionAGrp/PersonNm21NAN-C MOSS VAN
IRS990/Form990PartVIISectionAGrp/PersonNm22CHRIS SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm23BARBRA STONEROCK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR, GOVERNING BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14GOVERNING BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT/SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt16V.P. FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF DEVELOPMENT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20ADMINISTRATION VP
IRS990/Form990PartVIISectionAGrp/TitleTxt21VP SCHOLARSHIP SERVICES
IRS990/Form990PartVIISectionAGrp/TitleTxt22VP MARKETING & PUBLIC RELATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt23COMMUNITY ENGAGEMENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01921
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0464177
IRS990/FundraisingDirectExpensesAmt0184533
IRS990/FundraisingGrossIncomeAmt0199400
IRS990/GainOrLossGrp/SecuritiesAmt010917696
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt019325220
IRS990/GrantsPayableGrp/BOYAmt07477387
IRS990/GrantsPayableGrp/EOYAmt06960571
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt053468
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt053468
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt023184447
IRS990/GrantsToDomesticOrgsGrp/TotalAmt023184447
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010917696
IRS990/GrossReceiptsAmt067406113
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0132845
IRS990/InformationTechnologyGrp/TotalAmt0132845
IRS990/InsuranceGrp/ManagementAndGeneralAmt057846
IRS990/InsuranceGrp/TotalAmt057846
IRS990/InvestmentIncomeGrp/ExclusionAmt09392615
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09392615
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0384670121
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0410331615
IRS990/IRPDocumentCnt0105
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0665817
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0714457
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0783435
IRS990/LandBldgEquipCostOrOtherBssAmt01449252
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO OPERATE EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, OR EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AS AMENDED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0313707068
IRS990/NetAssetsOrFundBalancesEOYAmt0349825589
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010917696
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010917696
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014867
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014867
IRS990/NetUnrelatedBusTxblIncmAmt0-642103
IRS990/NetUnrlzdGainsLossesInvstAmt03257995
IRS990/NoncashContributionsAmt011171326
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt0163045
IRS990/OfficeExpensesGrp/FundraisingAmt015082
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt086426
IRS990/OfficeExpensesGrp/ProgramServicesAmt02592
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IRS990/OperateHospitalInd00
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IRS990/OtherAssetsTotalGrp/BOYAmt0175307
IRS990/OtherAssetsTotalGrp/EOYAmt033706
IRS990/OtherChangesInNetAssetsAmt0-3664265
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt089466
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0207873
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt089693
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0387032
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1SEE SCHEDULE O
IRS990/OtherExpensesGrp/Desc2SEE SCHEDULE O
IRS990/OtherExpensesGrp/Desc3DUES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0350293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt159272
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt242192
IRS990/OtherExpensesGrp/ProgramServicesAmt01160373
IRS990/OtherExpensesGrp/ProgramServicesAmt1300
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IRS990/OtherExpensesGrp/TotalAmt1350293
IRS990/OtherExpensesGrp/TotalAmt259272
IRS990/OtherExpensesGrp/TotalAmt346266
IRS990/OtherLiabilitiesGrp/BOYAmt098824572
IRS990/OtherLiabilitiesGrp/EOYAmt0102723628
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1531390
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN VALUE OF SPLIT INTEREST
IRS990/OtherRevenueMiscGrp/Desc1SEE SCHEDULE O
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0452457
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0452457
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-642103
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-642103
IRS990/OtherRevenueTotalAmt0-189646
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0330096
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0461253
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0516641
IRS990/OtherSalariesAndWagesGrp/TotalAmt01307990
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd01
IRS990/PayrollTaxesGrp/FundraisingAmt046931
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt075130
IRS990/PayrollTaxesGrp/ProgramServicesAmt049912
IRS990/PayrollTaxesGrp/TotalAmt0171973
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt06851701
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt06851701
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06319849
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt016694455
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN D DARNELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0SEE SCHEDULE O
IRS990/ProgramServiceRevenueGrp/Desc1SEE SCHEDULE O

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$650$157$493$65.6$49.7$15.9
2023Detailed filing. Detailed filing data is available for this year.$583$142$441$59.3$71.4$12.1
2022Detailed filing. Detailed filing data is available for this year.$551$140$410$86.2$42.0$44.2
2021Detailed filing. Detailed filing data is available for this year.$614$139$476$82.5$37.2$45.3
2020Detailed filing. Detailed filing data is available for this year.$477$113$364$65.6$46.0$19.7
2019Detailed filing. Detailed filing data is available for this year.$460$110$350$67.2$30.7$36.5
2018Detailed filing. Detailed filing data is available for this year.$420$107$314$58.1$31.4$26.7
2017Detailed filing. Detailed filing data is available for this year.$397$96.8$300$47.2$27.1$20.1
2016Detailed filing. Detailed filing data is available for this year.$352$88.8$263$58.2$27.1$31.1
2015Detailed filing. Detailed filing data is available for this year.$337$69.6$267$45.7$33.5$12.2
2014Detailed filing. Detailed filing data is available for this year.$340$69.9$270$47.1$33.3$13.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$265$58.6$206$29.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$271$61.3$210$19.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$234$54.1$180$24.2