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

501(c)(3) charity; gifts are tax-deductible.
59¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $87K a year · 23% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
59%
of spending
Worth a look: 59% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
3 mo
of spending, in cash
Plus $720K in investments, Pt X · Ln 11–13
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$56K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 16 voting members
Looks good: 15 of 16 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$332K
Spent
$252K
To programs
59%
Net assets
$726K
By yearFY2020–FY2025
Revenue
$332K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$332K
FY2021$357K
FY2022$384K
FY2023$341K
FY2024$377K
FY2025$517K
Expenses
$252K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$252K
FY2021$268K
FY2022$294K
FY2023$323K
FY2024$319K
FY2025$331K
Net assets
$726K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$726K
FY2021$959K
FY2022$894K
FY2023$971K
FY2024$1.1M
FY2025$1.4M

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

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

59 cents of each dollar spent went to programs.

Program services 59% · $150K Management & general 36% · $90K Fundraising 5% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$0Pt VII · Sec A
Executive Dir.
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Disability Foundation INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Distributes benefits to individuals with disabilities without jeopardizing their entitlements.

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3 programs · $150K · in their own filed words · FY2019
01

In times of uncertainty, we all look to constants to help us navigate change with strength. Like a strong tree weathering a storm, The Disability Foundation has been steadfast in its commitment to provide financial options that enable individuals with disabilities or disadvantages to improve the quality of their life.Despite the…

$90Kprogram expense
02

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.

$60Kprogram expense
03

The Disability Foundation administers Pooled Flexible-Spending trusts for individuals with disabilities within the meaning of 42 USC 1396P(D)(4)(C)

Pt IX · col B

Funders

Who pays for it.

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

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$332K
Ln 12
Fees for servicesLn 2g$307K
Investment incomeLn 3$24K
Gifts and grantsLn 1h$911
Money outPt IX
$252K
Ln 25
Programscol B$150K
Managementcol C$90K
Fundraisingcol D$12K
Owns and owesPt X
$726K
net assets · Ln 32
Cash and savingsLn 1–2$60K
Total assetsLn 16$782K
LiabilitiesLn 26$56K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a16
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$911
Fees for servicesLn 2g$307K
Investment incomeLn 3$24K
Gains on assetsLn 7$11K
Total revenueLn 12$332K
Assets in detailPt X, end of year
CashLn 1$0
SavingsLn 2$60K
Cash and savings togetherLn 1–2$60K
InvestmentsLn 11–13$720K
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$0
Total assetsLn 16$782K
LiabilitiesLn 26$56K
Net assetsLn 32$726K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$124K$60K
InvestmentsLn 11–13$530K$720K
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$654K$782K
LiabilitiesLn 26$6K$56K
Net assetsLn 32$649K$726K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$199K$120K$70K$10K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$8K$5K$3K$404
Payroll taxesLn 10$504$302$177$25
Management feesLn 11a$0
Legal feesLn 11b$5K$3K$2K$274
Accounting feesLn 11c$3K$2K$999$143
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$8K$5K$3K$407
Office expensesLn 13$2K$1K$759$109
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$5K$3K$2K$273
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$2K$1K$758$108
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$12K$7K$4K$579
All other expensesLn 24e$3K$2K$1K$168
Total functional expensesLn 25$252K$150K$90K$12K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $517K$331K$186K$1.4M 990 PDF
FY2024 $377K$319K$59K$1.1M 990 PDF
FY2023 $341K$323K$18K$971K 990 PDF
FY2022 $384K$294K$89K$894K 990 PDF
FY2021 $357K$268K$89K$959K 990 PDF
FY2020 Viewing $332K$252K$80K$726K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $332,278 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,105$911
I-9 Program service revenuePrior year $265,350$307,285
I-10 Investment incomePrior year $32,427$24,082
I-11 Other revenue$0
I-12 Total revenuePrior year $302,882$332,278
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $201,385$208,016
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $113,023$44,448
I-18 Total expensesPrior year $314,408$252,464
I-19 Revenue less expensesPrior year −$11,526$79,814
Part VI · Governance 15 of 16 board members independent, 2 to look at
VI-1a Voting members of the governing body16
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $332,278 across 9 lines filed
VIII-1f All other contributions, gifts and grants$911
VIII-1h Total contributions, gifts and grants$911
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $307,285$307,285
VIII-3 Investment incomeExcluded from tax $12,892$12,892
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assetsExcluded from tax $11,190$11,190
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $307,285 · Excluded from tax $24,082$332,278
Part IX · Statement of functional expenses $252,464 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $119,663 · Management $69,804 · Fundraising $9,972$199,439
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $4,844 · Management $2,825 · Fundraising $404$8,073
IX-10 Payroll taxesPrograms $302 · Management $177 · Fundraising $25$504
IX-11a Management fees$0
IX-11b Legal feesPrograms $3,288 · Management $1,918 · Fundraising $274$5,480
IX-11c Accounting feesPrograms $1,714 · Management $999 · Fundraising $143$2,856
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $3,236$3,236
IX-12 Advertising and promotionPrograms $4,885 · Management $2,849 · Fundraising $407$8,141
IX-13 Office expensesPrograms $1,301 · Management $759 · Fundraising $109$2,169
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 TravelPrograms $3,277 · Management $1,912 · Fundraising $273$5,462
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $1,299 · Management $758 · Fundraising $108$2,165
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $6,957 · Management $4,058 · Fundraising $579$11,594
IX-24e All other expensesPrograms $2,008 · Management $1,169 · Fundraising $168$3,345
IX-25 Total functional expensesPrograms $149,538 · Management $90,464 · Fundraising $12,462$252,464
Part X · Balance sheet $782,311 assets, 18 lines filed
X-1 Cash, non-interest-bearing$0
X-2 Savings and temporary cash investmentsStart of year $123,971$59,873
X-3 Pledges and grants receivable$45
X-4 Accounts receivable$2,600
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securitiesStart of year $530,413$719,793
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $654,384$782,311
X-17 Accounts payable and accrued expensesStart of year $5,530$56,027
X-26 Total liabilitiesStart of year $5,530$56,027
X-27 Net assets without donor restrictionsStart of year $648,854$726,284
X-32 Total net assets or fund balancesStart of year $648,854$726,284
X-33 Total liabilities and net assetsStart of year $654,384$782,311
Part XI · Reconciliation of net assets $726,284 net assets at year end
XI-1 Total revenue$332,278
XI-2 Total expenses$252,464
XI-3 Revenue less expenses$79,814
XI-4 Net assets at start of year$648,854
XI-5 Net unrealized gains (losses) on investments−$2,384
XI-10 Net assets at end of year$726,284

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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