Dayton Foundation Charitable FY2020 filing

Dayton, OHUnknown exempt organizationEIN 31-1330325

84¢ of each $1 spent went to programs.
Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 4
filings with a surplus
Average deficit $1.6M a year · 327% of revenue · last 4 filings
Concern: a surplus in 0 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $6K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$6.6M
100% of total assets
Concern: liabilities are 100% of assets; over 80%.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$638K
Spent
$651K
To programs
84%
Net assets
$0
By yearFY2020–FY2023
Revenue
$638K
FY2020
Revenue by fiscal year
FY2020$638K
FY2021$623K
FY2022$519K
FY2023$225K
Expenses
$651K
FY2020
Expenses by fiscal year
FY2020$651K
FY2021$960K
FY2022$800K
FY2023$6.2M
Net assets
$0
FY2020
Net assets by fiscal year
FY2020$0
FY2021$0
FY2022$0
FY2023$0

From the FY2020 Form 990 (year ending June 2020) · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2023) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Not on file
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Last filed FY2023 — 4 yrs ago
Legal name (IRS)Hdr · item CDayton Foundation Charitable
EINHdr · item D31-1330325
Exempt statusHdr · item I501(c)(3) · active
Latest filingForm 990FY2023 · Form 990
Principal addressHdr · item CDayton, OH
NTEE classificationIRS BMFNonprofit
WebsiteHdr · item Jwww.daytonfoundation.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.84 Management & general $0.16
Program services84%$545K
Management & general16%$107K
Total functional expensesLn 25$651K

Financial health

Is it on solid ground?

Surplus margin
-2%
revenue over expenses, this year
Program spending
84%
of expenses reach programs

Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$6.6M
FY2020
Total assets by fiscal year
FY2020$6.6M
FY2021$7.7M
FY2022$6.0M
FY2023$0
Total liabilities
$6.6M
FY2020
Total liabilities by fiscal year
FY2020$6.6M
FY2021$7.7M
FY2022$6.0M
FY2023$0
Revenue less expensesPt I · Ln 19−$13K
Total assetsPt X · Ln 16$6.6M
Program-expense ratioPt IX · col B84%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 415

Balance Sheet

Part X · end of year
CashLn 1$137K
Total assetsLn 16$6.6M
Total liabilitiesLn 26$6.6M
Total net assetsLn 32$0
Months of cash on handcomputed2.5

Statement of Revenue

Part VIII
Investment income$355K · 56%
Contributions & grants$283K · 44%
Investment income56%$355K
Contributions & grants44%$283K
Total revenueLn 12$638K

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $6.6M · Operating expenses (Pt IX) $651K · Less non-cash grants $34K · Cash operating expenses/yr $617K
129.0 months
Where the money goes
Program services
Program services $545K · Total expenses $651K
84%
Management & General
Management & general $107K · Total expenses $651K
16%
Fundraising
Fundraising $0 · Total expenses $651K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $283K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $283K · Total revenue $638K
44%
Government reliance
Government grants — · Total revenue $638K
—
Earned-income share
Program service revenue $0 · Total revenue $638K
0%
Investment reliance
Investment income $355K · Total revenue $638K
+56%
Program self-sufficiency
Program service revenue $0 · Total expenses $651K
0%
Growth & trend
Revenue growth (YoY)
This year $638K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $0 · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $638K · Expenses $651K
-2%
Liabilities-to-Assets
Total liabilities — · Total assets $6.6M
—
Net-asset ratio
Net assets $0 · Total assets $6.6M
0%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $6.5M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $6.6M
98%
People & payroll
Highest Reported Total Compensation
Individual Craig J Brown · Reported title GOVERNING BOARD MEMBER · Highest reported compensation $0 · Total expenses $651K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) — · Total expenses $651K
—
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 84%——
Overhead ratio 16%——
Fundraising cost ratio 0%——
Investment management fee ratio 0.7%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Governing Board Member
$0Pt VII · Sec A
Governing Board Member
$0Pt VII · Sec A
Governing Board Member
$0Pt VII · Sec A
Governing Board Member
$0Pt VII · Sec A
Governing Board Member
$0Pt VII · Sec A
Chair, Governing Board
$0Pt VII · Sec A
Governing Board Member
$0Pt VII · Sec A
Governing Board Member
$0Pt VII · Sec A
See Dayton Foundation Charitable executive salaries →

Are you one of these people? Claim this org to confirm your role

Governance & Policies

Part VI
  • 15Voting board membersPt VI · Ln 1a
  • 15Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aNo
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

Raises and distributes funds for charitable purposes.

Provided by the organization

This section is blank until Dayton Foundation Charitable claims this page.

Know this organization? Claim it to add your story

Mission & Programs · Part III

Where the work happens

1 program service account for $545K of program spending, described in the organization's own filed words · FY2019.
01

During the year, the dayton foundation charitable accounts, inc. Approved 118 grants to 81 different charitable organizations from 22 funds.

$545Kprogram expense

Run this program? Claim this org to tell your story

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2021
Total grants receivedfrom 1 funder$6K
Grants paid · 73 grants · $817K · 2019–2022
Dayton HistoryOH · FY2022$11,250
The Salvation Army East TerritoryFY2022$8,000
St Christopher SchoolFY2022$7,500
Multiple Myeloma Research FoundationFY2022$7,000
Nationwide Childrens Hospital FoundationFY2022$5,400
Riverside Community Care INCMA · FY2021$12,859
Friends of Aullwood INCOH · FY2021$10,300
First United Methodist ChurchFY2021$10,000
The Salvation ArmyNY · FY2021$9,200
See all 73 grants →

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2023 Latest $225K$6.2M-57% 990 PDF
FY2022 $519K$800K-17% 990 PDF
FY2021 $623K$960K-2% 990 PDF
FY2020 Viewing $638K$651K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Full filing: Form 990 for FY2020

Every line we hold from the return, cited to its Part and line.
Part IX · Statement of functional expenses $651,238 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $354,428$354,428
IX-11f Investment management feesManagement $49,449$49,449
IX-11g Other fees for servicesManagement $1,238$1,238
IX-21 Payments to affiliatesPrograms $190,146$190,146
IX-24 Other expenses (24a–d)Management $55,977$55,977
IX-25 Total functional expensesPrograms $544,574 · Management $106,664 · Fundraising $0$651,238

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

Similar organizations you could support

Closest in mission — by what they do
See all organizations like Dayton Foundation Charitable →

Run this organization? Claim this page

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.