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 |
| June 30, 2024 | 990 | $2,200,226 | $989,628 | $1,210,598 | $12,743,913 | $1,245,782 | $11,498,131 |
| June 30, 2023 | 990 | $1,658,873 | $775,526 | $883,347 | $10,717,616 | $1,294,280 | $9,423,336 |
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 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jill Koorndyk | Trustee Trustee or director | 1 | $0 | $100,035 | $216 |
| Gregory D Darling | Executive Dir. Trustee or director, Officer | 40 | $0 | $97,466 | $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 |
| Pamela Combs | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jessica Jenkins | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Shari Cooper | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Watts Robinson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Ashley Burke | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kat Cornell | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Joseph B Baldasare | Trustee Trustee or director | 1 | $0 | $130,945 | $38 |
| Gregory D Darling | Executive Dir. Trustee or director, Officer | 40 | $0 | $93,770 | $140 |
| 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 |
| Owen Sizemore | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Blair Cornell | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Pamela Combs | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Jessica Jenkins | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Shari Cooper | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Debbie Watts Robinson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Ashley Burke | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kat Cornell | Trustee Trustee or director | 1 | $0 | $0 | $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
- Website
- www.daytonfoundation.org
- 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 | $2,466,592 | $1,092,519 | $14,785,847 | IRS |
| 990 | June 2024 | $2,200,226 | $989,628 | $12,743,913 | IRS |
| 990 | June 2023 | $1,658,873 | $775,526 | $10,717,616 | XML |
| 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 bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 59-3788888).
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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