Nonprofit · EIN 59-3788888
OHIO COMMUNITY POOLED ANNUITY TR
Tax-exempt · DAYTON, OH 45409
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $2,466,592 | $1,092,519 | $1,374,073 | $14,785,847 | $1,229,094 | $13,556,753 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,726,432
- Program service revenue
- $0
- Investment income
- $715,398
- Net gain from sales of assets
- $318,610
- Other revenue
- $24,762
Expenses
- Grants and similar amounts paid
- $209,043
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,003,681
- Management and general (functional)
- $88,838
Balance sheet and other
- Total assets, start of year
- $12,743,913
- Total assets, end of year
- $14,785,847
- Total liabilities, end of year
- $1,229,094
- Net assets, end of year
- $13,556,753
- Publicly traded securities
- $11,481,010
- Net assets without donor restrictions
- $13,556,753
- Gross receipts
- $5,535,125
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jill Koorndyk | Trustee Trustee or director | 1 | $0 | $122,579 | $2,016 |
| Gregory D Darling | Executive Dir. Trustee or director, Officer | 40 | $0 | $102,222 | $76 |
| Elizabeth Durnell-Maier | Chairperson Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kim Estess | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Tom DeRoss | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kathy Rearick | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Vivian O'Connell | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Marion Jackson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Grant Kramer | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dylan Boot | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Kelly Ross | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Pamela Combs | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Caryl Segalewicz | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Brittany O'Diam Horseman | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Watts Robinson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ashley Burke | Vice Chair Trustee or director, Officer | 1 | $0 |
| Richard Schultze | Trustee Trustee or director | 1 | $0 |
| Kat Cornell | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1401 S MAIN ST STE 100, DAYTON, OH 45409-2600
- Principal officer (990 for 2024)
- Gregory D Darling, 1401 S Main Suite 100, Dayton, OH 45409
- Signed the 990
- Gregory D Darling, Executive Dir.
- Phone
- (937) 225-9939
- Return prepared by
- BURNS TAX CONSULTING LLC
Mission
Funding for Supplemental needs for individuals with disabilities
Program accomplishments
- Administer pooled annuity funds and make payments for supplemental needs to individuals who are disabled within the meaning of Social Security and Medicaid Guidelines.Expenses $1,003,681
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 59-3788888
- 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
- Category (NTEE)
- Housing and shelter (L200)
- Assets (IRS master file)
- $14,785,847
- Income (IRS master file)
- $5,535,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,658,873 | $775,526 | $10,717,616 | IRS |
| 990 | June 2022 | $2,369,450 | $1,102,540 | $9,359,930 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 OHIO COMMUNITY POOLED ANNUITY TR
- What is the EIN of OHIO COMMUNITY POOLED ANNUITY TR?
- The employer identification number (EIN) of OHIO COMMUNITY POOLED ANNUITY TR is 59-3788888.
- Is OHIO COMMUNITY POOLED ANNUITY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to OHIO COMMUNITY POOLED ANNUITY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OHIO COMMUNITY POOLED ANNUITY TR 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 OHIO COMMUNITY POOLED ANNUITY TR 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 OHIO COMMUNITY POOLED ANNUITY TR 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 OHIO COMMUNITY POOLED ANNUITY TR?
- The 990 for the year ended June 30, 2025 names Gregory D Darling.
- Who are the officers and directors of OHIO COMMUNITY POOLED ANNUITY TR?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does OHIO COMMUNITY POOLED ANNUITY TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $2,466,592, expenses of $1,092,519 and total assets of $14,785,847 at year end.
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