DISABILITY FOUNDATION INC

As filed

Subsection

03

NTEE code

L200

Classification

1000

Street

1401 S MAIN ST STE 100

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

6 other organizations in the IRS Business Master File list the same street address. matched by us

This address is a suite or unit (STE 100). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• DAYTON FOUNDATION

  EIN 31-6027287

• DAYTON FOUNDATION DEPOSITORY

  EIN 31-1044298

• DAYTON FOUNDATION PLUS INC

  EIN 54-2101090

• HUNDRED CLUB OF DAYTON

  EIN 23-7046227

• OHIO COMMUNITY POOLED ANNUITY TR

  EIN 59-3788888

• VETERANS AFFAIRS HISTORY CENTER FOUNDATION

  EIN 83-2031141

Mission and programs · 2024

• 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)

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $516,812

  Expenses

  $330,716

  Contributions

  $301

  Grants paid

  $0

• 2023

  Revenue

  $377,294

  Expenses

  $318,780

  Contributions

  $469

  Grants paid

  $0

• 2022

  Revenue

  $340,853

  Expenses

  $323,136

  Contributions

  $509

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $383,615

  Expenses

  $294,354

  Assets (EOY)

  $942,985

• 2020 · 990

  Revenue

  $356,924

  Expenses

  $267,501

  Assets (EOY)

  $1,037,677

• 2019 · 990

  Revenue

  $332,278

  Expenses

  $252,464

  Assets (EOY)

  $782,311

• 2018 · 990

  Revenue

  $302,882

  Expenses

  $314,408

  Assets (EOY)

  $654,384

• 2017 · 990

  Revenue

  $353,550

  Expenses

  $235,404

  Assets (EOY)

  $663,232

• 2016 · 990

  Revenue

  $294,665

  Expenses

  $233,268

  Assets (EOY)

  $578,934

• 2015 · 990

  Revenue

  $257,691

  Expenses

  $233,992

  Assets (EOY)

  $488,012

• 2014 · 990

  Revenue

  $260,184

  Expenses

  $199,884

  Assets (EOY)

  $482,360

• 2013 · 990

  Revenue

  $229,801

  Expenses

  $169,093

  Assets (EOY)

  $422,052

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files