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Nonprofit · EIN 31-1725978

DISABILITY FOUNDATION INC

Tax-exempt · DAYTON, OH 45409

Financials

$377K$319K2023$517K$331K2024
Revenue Expenses · by fiscal year end
Financials of DISABILITY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$516,812$330,716$186,096$1,406,185$8,916$1,397,269
June 30, 2024990$377,294$318,780$58,514$1,190,143$52,080$1,138,063
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$301
Program service revenue
$460,718
Investment income
$55,793
Net gain from sales of assets
$29,984
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$102,222
Other salaries and wages
$146,796
Salaries, compensation and benefits (total)
$258,581
Professional fundraising fees
$0
Legal fees
$1,948
Accounting fees
$3,880
Program services (functional)
$281,826
Management and general (functional)
$48,890

Balance sheet and other

Total assets, start of year
$1,185,143
Total assets, end of year
$1,406,185
Total liabilities, end of year
$8,916
Net assets, end of year
$1,397,269
Publicly traded securities
$1,396,788
Net assets without donor restrictions
$1,397,269
Gross receipts
$516,812
Employees
0
Year formed
1998
State of legal domicile
OH

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jill KoorndykTrustee
Trustee or director
1$0$122,579$2,016
Gregory D DarlingExecutive Dir.
Trustee or director, Officer
40$0$102,222$76
Elizabeth Durnell-MaierChairperson
Trustee or director, Officer
1$0$0$0
Kim EstessTrustee
Trustee or director
1$0$0$0
Tom DeRossTreasurer
Trustee or director, Officer
1$0$0$0
Kathy RearickTrustee
Trustee or director
1$0$0$0
Vivian O'ConnellTrustee
Trustee or director
1$0$0$0
Marion JacksonTrustee
Trustee or director
1$0$0$0
Debbie Watts RobinsonTrustee
Trustee or director
1$0$0$0
Grant KramerTrustee
Trustee or director
1$0$0$0
Dylan BootTrustee
Trustee or director
1$0$0$0
Kelly RossTrustee
Trustee or director
1$0$0$0
Ashley Burkevice Chair
Trustee or director, Officer
1$0$0$0
Caryl SegalewiczTrustee
Trustee or director
1$0$0$0
Pamela CombsTrustee
Trustee or director
1$0$0$0
3 more people on this return
NameTitleHours / weekCompensation
Brittany O'Diam HorsemanTrustee
Trustee or director
1$0
Kat CornellTrustee
Trustee or director
1$0
Richard SchultzeTrustee
Trustee or director
1$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jill KoorndykTrustee
Trustee or director
1$0$100,035$216
Georgory D DarlingExecutive Dir.
Trustee or director, Officer
40$0$97,466$76
Elizabeth Durnell-MaierChairperson
Trustee or director, Officer
1$0$0$0
Kim EstessTrustee
Trustee or director
1$0$0$0
Tom DeRossTreasurer
Trustee or director, Officer
1$0$0$0
Kathy RearickTrustee
Trustee or director
1$0$0$0
Vivian O'ConnellTrustee
Trustee or director
1$0$0$0
Marion JacksonTrustee
Trustee or director
1$0$0$0
Debbie Watts RobinsonTrustee
Trustee or director
1$0$0$0
Grant KramerTrustee
Trustee or director
1$0$0$0
Dylan BootTrustee
Trustee or director
1$0$0$0
Ashley Burkevice Chair
Trustee or director, Officer
1$0$0$0
Jessica JenkinsTrustee
Trustee or director
1$0$0$0
Pamela CombsTrustee
Trustee or director
1$0$0$0
Shari CooperTrustee
Trustee or director
1$0$0$0
Kat CornellTrustee
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1401 S MAIN ST STE 100, DAYTON, OH 45409-2600
In care of
% THE DAYTON FOUNDATION
Principal officer (990 for 2024)
Gregory D Darling, 1401 S Main St 100, Dayton, OH 45409
Signed the 990
Gregory D Darling, Executive Dir.
Phone
(937) 225-9939
Return prepared by
BURNS TAX CONSULTING LLC

Mission

To provide benefits to individuals with disabilities by making distributions which do not jeopardize entitlements

990 for the year ended June 30, 2025

Program accomplishments

  • Once again, it is a pleasure to present our annual report. Fiscal Year 2025 was year of growth as we welcomed 169 new participants to our family of trusts. We grew to 958 active accounts in 56 Ohio counties (up from 51 in 2024.)We take our nonprofit role very seriously. We are here to help our community by assisting in understanding options to protect public benefits. We have a responsibility to educate. Our reach is continually growing as we expand across Ohio. Every week we hear from families, providers and attorneys who need a pooled special needs trust that come to us because they trust us. They hear from their peers that we are easy to work with, listen to their questions seriously and fulfill our fiduciary responsibilities to protect their trust to make sure they are used in accordance with regulations, protecting their ability for quality of life.Deposits to accounts totaled 9.3 million dollars, putting our beneficiaries funds under the protection of our trusts. The careful administration of the trusts is always our focus, as we distributed 5 million dollars back to our beneficiarys benefit.As you review the information in our report, we hope you will see why we are proud of the work we do and how it helps enrich the lives of our beneficiaries. Our trusts foster independence; help create a sense of security and combat isolation. Our investment trustee, KeyBank, demonstrates that same dedication in their fiduciary role. The ability to make a deposit into a trust at a local KeyBank branch is a tremendous benefit afforded to our partners.We remain tremendously grateful to the attorneys, financial advisors, families, individuals living with disabilities, professional organizations, probate courts, advocacy groups, and other foundations we serve. The work we do is a collective effort, and there is much to be grateful for this year.2025 Highlights We are now in 56 counties across Ohio, up from 51 last year. Created instructional videos How to Read the KeyBank Statement and How to Request a Distribution and placed them on our website. Marketing materials have been updated with critical information and a fresher look. For the first time since 2005 (20 years ago) we revised our fee schedule. Although it necessitated a small increase, it assures our service viability for many years to come.
    Expenses $169,096
  • The Disability Foundation assists with the creation of annuity agreements for a Medicaid pooled trust and administers the trust for The Ohio Community Pooled Annuity Trust, a related Section 501(c)(3) organization.
    Expenses $112,730
  • The Disability Foundation administers Pooled Flexible-Spending trusts for individuals with disabilities within the meaning of 42 USC 1396P(D)(4)(C)

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-1725978
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2005
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,406,185
Income (IRS master file)
$516,812

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024–––IRS
990June 2023$340,853$323,136$978,210IRS
990June 2022$383,615$294,354$942,985IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about DISABILITY FOUNDATION INC

What is the EIN of DISABILITY FOUNDATION INC?
The employer identification number (EIN) of DISABILITY FOUNDATION INC is 31-1725978.
Is DISABILITY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to DISABILITY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does DISABILITY FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of DISABILITY FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DISABILITY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of DISABILITY FOUNDATION INC?
The 990 for the year ended June 30, 2025 names Gregory D Darling.
Who are the officers and directors of DISABILITY FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
How much revenue does DISABILITY FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $516,812, expenses of $330,716 and total assets of $1,406,185 at year end.

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