{"success":true,"data":{"_id":593788888,"filings":[{"Organization":{"value":null,"Person":["Judith A Lamusga","Joseph B Baldasare","Kathy Rearick","Gussie Jones","Leon Vandercreek","Mary Rita Weissman","Megan Manuel","Marion Jackson","Tiffany Kellner","Joseph Szoke","Nancy Banks","Nikki Burns","Jessica Jenkins","Shari Cooper","Brittany O'Diam","Patricia IOAS","Kevin Hayde"],"Title":["Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Chairperson","Treasurer","Executive Dir."],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,2.0,1.0,1.0],"Total Compensation":[0,4618,0,0,0,0,0,0,0,0,0,0,0,0,0,0,7202],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[0,4618,0,0,0,0,0,0,0,0,0,0,0,0,0,0,7202]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2015,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kevin Hayde","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2015-07-01T00:00:00","tax_period_end":"2016-06-30T00:00:00","address":"40 N MainKettering Tower St500, Dayton, OH, 45423, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45423},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":17,"Number of independent voting members":16,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":237818,"Contributions":{"value":82163,"Other contributions":82163,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":155655,"Investment income total":119295,"Net investment gain":36360,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":118685,"Grant expense":{"value":75154,"Grants to domestic orgs":10000,"Grants to domestic individuals":65154,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":43531,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":11890,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":31641,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":75154,"Management And General Expenses":43531,"Fundraising Expenses":0}},"Assets":{"value":4085111,"Non-interest bearing cash":0,"Savings and temp cash investments":79605,"Pledges and grants receivable":18751,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":3983294,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3461},"Liabilities":{"value":1482027,"Sum of Total Liabilities":0,"Accounts payable, accrued":1348,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1480679},"Fund balance":{"value":2603084,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2603084,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6332223954164384,"percentile":0.5061786551521352},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5009418967445693,"percentile":0.9186207208582424},"Liabilities to Assets Ratio":{"score":0.3627874493496015,"percentile":0.17742096051835937},"Operating Reserve Ratio":{"score":34.419775034755865,"percentile":0.9720012634746887},"Officer Compensation Ratio":{"score":0.09959135526814678,"percentile":0.5534139143081942},"Program Expense Growth":{"score":-0.1426589470193521,"percentile":0.11325825770500625},"Revenue Growth":{"score":-0.37889199082459274,"percentile":0.03393394629283249},"Asset Growth":{"score":0.007877712999443863,"percentile":0.35285591367341335},"Independent Voting Board Pct":{"score":0.9411764705882353,"percentile":0.26299051702139165},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4995247246454752,"percentile":0.32039785752411365}},"source_xml":"201741359349305594_public.xml"},{"Organization":{"value":null,"Person":["Gregory D Darling","Brittany O'Diam-Horseman","Patricia Ioas","Joseph B Baldasare","Tom DeRoss","Kathy Rearick","Gussie Jones","Marion Jackson","Tiffany Kellner","Joseph Szoke","Nancy Banks","Michelle Thompson","Jessica Jenkins","Shari Cooper","John White"],"Title":["Executive Dir.","Chairperson","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[78,0,0,78,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[78,0,0,78,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2018,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2018-07-01T00:00:00","tax_period_end":"2019-06-30T00:00:00","address":"1401 S Main St, Dayton, OH, 45409, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45409},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1203370,"Contributions":{"value":920804,"Other contributions":920804,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":282566,"Investment income total":255686,"Net investment gain":26880,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":279801,"Grant expense":{"value":107931,"Grants to domestic orgs":38221,"Grants to domestic individuals":69710,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":171870,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":18225,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":153645,"Program expenses":129046,"Admin fees":24599},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":236977,"Management And General Expenses":42824,"Fundraising Expenses":0}},"Assets":{"value":6545915,"Non-interest bearing cash":0,"Savings and temp cash investments":228568,"Pledges and grants receivable":0,"Accounts receivable":1094,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":6313561,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":2692},"Liabilities":{"value":1315669,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1315669},"Fund balance":{"value":5230246,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":5230246,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8469483668750291,"percentile":0.6885354821038725},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.7674854782818252,"percentile":0.9687670622023572},"Liabilities to Assets Ratio":{"score":0.20099084696333516,"percentile":0.25047072183903524},"Operating Reserve Ratio":{"score":23.39489494319177,"percentile":0.9553000358307842},"Officer Compensation Ratio":{"score":0.0005575391081518651,"percentile":0.9971531789013879},"Program Expense Growth":{"score":0.2734288801573978,"percentile":0.8521153795069585},"Revenue Growth":{"score":0.2433931943211627,"percentile":0.9232638763487054},"Asset Growth":{"score":0.10529257263972437,"percentile":0.6958052633334894},"Independent Voting Board Pct":{"score":0.9333333333333333,"percentile":0.25846041760016036},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7661669634912888,"percentile":0.9331211229219841}},"source_xml":"202021979349305087_public.xml"},{"Organization":{"value":null,"Person":["Kevin Hayde","Brittany O'Diam","Patricia Ioas","Joseph B Baldasare","Leon Vandercreek","Kathy Rearick","Gussie Jones","Marion Jackson","Tiffany Kellner","Joseph Szoke","Nancy Banks","Nikki Burns","Jessica Jenkins","Shari Cooper","Judith A Lamusga","Gregory D Darling"],"Title":["Executive Dir.","Chairperson","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Executive Dir."],"Hours":[40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0],"Total Compensation":[13030,0,0,3734,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[13030,0,0,3734,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2016,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2016-07-01T00:00:00","tax_period_end":"2017-06-30T00:00:00","address":"40 N MainKettering Tower St500, Dayton, OH, 45423, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45423},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":705051,"Contributions":{"value":556054,"Other contributions":556054,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":148997,"Investment income total":95762,"Net investment gain":53235,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":150019,"Grant expense":{"value":85111,"Grants to domestic orgs":10000,"Grants to domestic individuals":75111,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":64908,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":11360,"Other services":865,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":52683,"Admin fees":33385,"Program expenses":19298},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":104409,"Management And General Expenses":45610,"Fundraising Expenses":0}},"Assets":{"value":4938826,"Non-interest bearing cash":0,"Savings and temp cash investments":20620,"Pledges and grants receivable":67726,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":4845751,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":4729},"Liabilities":{"value":1514755,"Sum of Total Liabilities":0,"Accounts payable, accrued":7381,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1507374},"Fund balance":{"value":3424071,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":3424071,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6959718435664816,"percentile":0.5344825711132415},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.7872224846145882,"percentile":0.9712226946168682},"Liabilities to Assets Ratio":{"score":0.3067034554365754,"percentile":0.19898690336314162},"Operating Reserve Ratio":{"score":32.921336630693446,"percentile":0.9705555024504579},"Officer Compensation Ratio":{"score":0.11174584552623334,"percentile":0.5144897772798378},"Program Expense Growth":{"score":-0.038514547473070426,"percentile":0.2183609954061736},"Revenue Growth":{"score":0.07158937749796664,"percentile":0.6867055764644158},"Asset Growth":{"score":0.062463022748844486,"percentile":0.572400623859806},"Independent Voting Board Pct":{"score":0.9333333333333333,"percentile":0.25846041760016036},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5966560691203162,"percentile":0.5956553727984436}},"source_xml":"201801349349307130_public.xml"},{"Organization":{"value":null,"Person":["Joseph B Baldasare","Gregory D Darling","Brittany O'Diam-Horseman","Owen Sizemore","Tom DeRoss","Kathy Rearick","Marion Jackson","Elizabeth Mayer-Durnell","Joseph Szoke","Blair Cornell","Pamela Combs","Jessica Jenkins","Shari Cooper","Ashley Burke"],"Title":["Trustee","Executive Dir.","Chairperson","Trustee","Finance Chair","Trustee","Trustee","Vice Chair","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[1.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[76,140,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[76,140,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2020,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2020-07-01T00:00:00","tax_period_end":"2021-06-30T00:00:00","address":"1401 S Main St 100, Dayton, OH, 45409, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45409},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":13,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2343103,"Contributions":{"value":1867478,"Other contributions":1867478,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":475625,"Investment income total":225407,"Net investment gain":250218,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1125014,"Grant expense":{"value":134438,"Grants to domestic orgs":79000,"Grants to domestic individuals":55438,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":990576,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":30959,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":959617,"Medicaid Payback":660369,"Remainder beneficiary payments":262458,"Admin fees":36790},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1057265,"Management And General Expenses":67749,"Fundraising Expenses":0}},"Assets":{"value":9716472,"Non-interest bearing cash":0,"Savings and temp cash investments":2958099,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":6754494,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3879},"Liabilities":{"value":1541809,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1541809},"Fund balance":{"value":8174663,"Net assets without donor restriction":8174663,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9397794160783777,"percentile":0.8306584469883109},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5198614828285397,"percentile":0.9237355857189761},"Liabilities to Assets Ratio":{"score":0.15867992003681994,"percentile":0.2772957214703236},"Operating Reserve Ratio":{"score":8.636756520363303,"percentile":0.8772048916598747},"Officer Compensation Ratio":{"score":0.00019199761069640023,"percentile":0.9985309250532466},"Program Expense Growth":{"score":0.33764940408747435,"percentile":0.8806466318366479},"Revenue Growth":{"score":0.23956398912156038,"percentile":0.9212803109648191},"Asset Growth":{"score":0.12885460493078166,"percentile":0.7456237714921413},"Independent Voting Board Pct":{"score":0.9285714285714286,"percentile":0.2554649107023994},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.8008970521096906,"percentile":0.9594023097830706}},"source_xml":"202241189349300249_public.xml"},{"Organization":{"value":null,"Person":["Kevin R Hayde","Jessica Jenkins","Leon VandeCreek","Patricia Ioas","Judith A LaMusga","Shari Cooper","Megan Manuel","Joseph B Baldasare","Steve Niswonger","Gussie Jones","Mary Rita Weissman","Mark Gerhardstein","Tom DeRoss","Tiffany Kellner","Joseph Szoke","Brittany O'Diam","Nicki Burns"],"Title":["Executive Dir.","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Chairperson","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[6038,0,0,0,0,0,0,10210,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[6038,0,0,0,0,0,0,10210,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2013,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kevin R Hayde","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2013-07-01T00:00:00","tax_period_end":"2014-06-30T00:00:00","address":"40 N MainKettering Tower St500, Dayton, OH, 45423, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45423},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":536128,"Contributions":{"value":183049,"Other contributions":183049,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":353079,"Investment income total":104845,"Net investment gain":248234,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":155711,"Grant expense":{"value":103260,"Grants to domestic orgs":10000,"Grants to domestic individuals":93260,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":52451,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":11634,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":40817,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":103260,"Management And General Expenses":52451,"Fundraising Expenses":0}},"Assets":{"value":4020726,"Non-interest bearing cash":0,"Savings and temp cash investments":688953,"Pledges and grants receivable":46447,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":3281883,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3443},"Liabilities":{"value":1812867,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1812867},"Fund balance":{"value":2207859,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2207859,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6631516077862193,"percentile":0.5180445570476827},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.7095637608929211,"percentile":0.9607850849831424},"Liabilities to Assets Ratio":{"score":0.4508805126238396,"percentile":0.14908362871231154},"Operating Reserve Ratio":{"score":25.82172100879193,"percentile":0.9604604366909655},"Officer Compensation Ratio":{"score":0.10434715594916223,"percentile":0.5377854574278392},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6332247325236545,"percentile":0.6988096711791877}},"source_xml":"201531339349304153_public.xml"},{"Organization":{"value":null,"Person":["Joseph B Baldasare","Gregory D Darling","Brittany O'Diam-Horseman","Owen Sizemore","Tom DeRoss","Kathy Rearick","Vivian O'Connel","Marion Jackson","Elizabeth A Durnell-Maier","Joseph Szoke","Blair Cornell","Pamela Combs","Jessica Jenkins","Shari Cooper","Debbie Watts Robinson","Ashley Burke","Kim Estess"],"Title":["Trustee","Executive Dir.","PastChairperson","Trustee","Finance Chair","Trustee","Trustee","Trustee","Chairperson","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[1.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[76,140,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[76,140,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2021,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2021-07-01T00:00:00","tax_period_end":"2022-06-30T00:00:00","address":"1401 S Main St 100, Dayton, OH, 45409, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45409},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":14,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2369450,"Contributions":{"value":1787743,"Other contributions":1787743,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":495189,"Investment income total":265163,"Net investment gain":230026,"Income from invest bond proceeds":0},"Other revenues":{"value":86518,"Other total":86518,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1102540,"Grant expense":{"value":121245,"Grants to domestic orgs":79790,"Grants to domestic individuals":41455,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":981295,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":33622,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":947673,"Medicaid Payback":755382,"Remainder beneficiary payments":143714,"Admin fees":48577},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":1020341,"Management And General Expenses":82199,"Fundraising Expenses":0}},"Assets":{"value":9359930,"Non-interest bearing cash":0,"Savings and temp cash investments":2993113,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":6360796,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":6021},"Liabilities":{"value":1455290,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1455290},"Fund balance":{"value":7904640,"Net assets without donor restriction":7904640,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9254457888149182,"percentile":0.8101846406676709},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5346852645128616,"percentile":0.927491282800444},"Liabilities to Assets Ratio":{"score":0.15548086363893748,"percentile":0.27958951744661464},"Operating Reserve Ratio":{"score":8.489424419975693,"percentile":0.8753757634755982},"Officer Compensation Ratio":{"score":0.00019591125945543926,"percentile":0.9985157849856438},"Program Expense Growth":{"score":0.3036128337862078,"percentile":0.8669234216594501},"Revenue Growth":{"score":0.22905562335650023,"percentile":0.9155169126595706},"Asset Growth":{"score":0.12308767586257141,"percentile":0.7343636234670199},"Independent Voting Board Pct":{"score":0.9333333333333333,"percentile":0.25846041760016036},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7934311238516112,"percentile":0.9547282678146854}},"source_xml":"202301169349301325_public.xml"},{"Organization":{"value":null,"Person":["Jill Koorndyk","Gregory D Darling","Elizabeth Durnell-Maier","Kim Estess","Tom DeRoss","Kathy Rearick","Vivian O'Connell","Marion Jackson","Grant Kramer","Dylan Boot","Pamela Combs","Jessica Jenkins","Shari Cooper","Debbie Watts Robinson","Ashley Burke","Kat Cornell"],"Title":["Trustee","Executive Dir.","Chairperson","Trustee","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Vice Chair","Trustee"],"Hours":[1.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[216,76,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[216,76,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2023,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"1401 S Main St 100, Dayton, OH, 45409, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45409},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2200226,"Contributions":{"value":1534681,"Other contributions":1534681,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":583777,"Investment income total":342858,"Net investment gain":240919,"Income from invest bond proceeds":0},"Other revenues":{"value":81768,"Other total":81768,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":989628,"Grant expense":{"value":169644,"Grants to domestic orgs":124732,"Grants to domestic individuals":44912,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":819984,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":40877,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":779107,"Medicaid Payback":729842,"Admin fees":38012,"Remainder beneficiary payments":9003,"transfer to The Disability Fnd":2250},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":908489,"Management And General Expenses":81139,"Fundraising Expenses":0}},"Assets":{"value":12743913,"Non-interest bearing cash":0,"Savings and temp cash investments":3073394,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":9670519,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1245782,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1245782},"Fund balance":{"value":11498131,"Net assets without donor restriction":11498131,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9180106060054889,"percentile":0.7991704462149468},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5502152960650406,"percentile":0.9312290451443838},"Liabilities to Assets Ratio":{"score":0.0977550615733174,"percentile":0.32776087166705176},"Operating Reserve Ratio":{"score":12.877478203931174,"percentile":0.9143838267156186},"Officer Compensation Ratio":{"score":0.00029506036611736937,"percentile":0.9981187245030273},"Program Expense Growth":{"score":0.2097632645198526,"percentile":0.8124731684034546},"Revenue Growth":{"score":0.16539929490943686,"percentile":0.8658751442879337},"Asset Growth":{"score":0.12226783523479437,"percentile":0.7327201459448411},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7854540753224468,"percentile":0.9492496874739395}},"source_xml":"202531209349300123_public.xml"},{"Organization":{"value":null,"Person":["Kevin R Hayde","Jessica Jenkins","Leon VandeCreek","Patricia Ioas","Judith A LaMusga","Shari Cooper","Megan Manuel","Marion Jackson","Joseph B Baldasare","Steve Niswonger","Gussie Jones","Mary Rita Weissman","Nancy Banks","Tom DeRoss","Tiffany Kellner","Joseph Szoke","Brittany O'Diam","Nicki Burns"],"Title":["Executive Dir.","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee/Chair","Trustee"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[6400,0,0,0,0,0,0,0,6212,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[6400,0,0,0,0,0,0,0,6212,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2014,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Kevin R Hayde","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2014-07-01T00:00:00","tax_period_end":"2015-06-30T00:00:00","address":"40 N MainKettering Tower St500, Dayton, OH, 45423, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45423},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":18,"Number of independent voting members":17,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":407037,"Contributions":{"value":179372,"Other contributions":179372,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":227665,"Investment income total":128637,"Net investment gain":99028,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":145358,"Grant expense":{"value":117109,"Grants to domestic orgs":10000,"Grants to domestic individuals":107109,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":28249,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":12249,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":16000,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":117109,"Management And General Expenses":28249,"Fundraising Expenses":0}},"Assets":{"value":4153749,"Non-interest bearing cash":0,"Savings and temp cash investments":8495,"Pledges and grants receivable":1000,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":4136347,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":7907},"Liabilities":{"value":1503024,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1503024},"Fund balance":{"value":2650725,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":2650725,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8056591312483661,"percentile":0.6326395881836417},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.6428875016276162,"percentile":0.9500737667982764},"Liabilities to Assets Ratio":{"score":0.3618475743238217,"percentile":0.17775771713427493},"Operating Reserve Ratio":{"score":28.575991689483896,"percentile":0.9651226825434966},"Officer Compensation Ratio":{"score":0.08676509032870568,"percentile":0.5986040857670178},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9444444444444444,"percentile":0.26473254673740193},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6810096486709097,"percentile":0.8132313064819234}},"source_xml":"201611349349304886_public.xml"},{"Organization":{"value":null,"Person":["Joseph B Baldasare","Gregory D Darling","Elizabeth Durnell-Maier","Kim Estess","Tom DeRoss","Kathy Rearick","Vivian O'Connell","Marion Jackson","Grant Kramer","Owen Sizemore","Blair Cornell","Pamela Combs","Jessica Jenkins","Shari Cooper","Debbie Watts Robinson","Ashley Burke","Kat Cornell"],"Title":["Trustee","Executive Dir.","Chairperson","Trustee","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Vice Chair","Trustee"],"Hours":[1.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[38,140,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[38,140,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2022,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2022-07-01T00:00:00","tax_period_end":"2023-06-30T00:00:00","address":"1401 S Main St 100, Dayton, OH, 45409, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45409},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1658873,"Contributions":{"value":1121037,"Other contributions":1121037,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":366171,"Investment income total":272095,"Net investment gain":94076,"Income from invest bond proceeds":0},"Other revenues":{"value":171665,"Other total":171665,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":775526,"Grant expense":{"value":175653,"Grants to domestic orgs":115800,"Grants to domestic individuals":59853,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":599873,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":43680,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":556193,"Medicaid Payback":468242,"Remainder beneficiary payments":59957,"Admin fees":27994},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":703852,"Management And General Expenses":71674,"Fundraising Expenses":0}},"Assets":{"value":10717616,"Non-interest bearing cash":0,"Savings and temp cash investments":2770403,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":7932226,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":14987},"Liabilities":{"value":1294280,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1294280},"Fund balance":{"value":9423336,"Net assets without donor restriction":9423336,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9075801456044027,"percentile":0.7833029895354177},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5324982684027048,"percentile":0.9269467189518613},"Liabilities to Assets Ratio":{"score":0.12076193063830613,"percentile":0.30657347275548846},"Operating Reserve Ratio":{"score":13.819802301921534,"percentile":0.9200086333395241},"Officer Compensation Ratio":{"score":0.00022952164079605326,"percentile":0.9983848966592708},"Program Expense Growth":{"score":0.24234551509192995,"percentile":0.834517708211047},"Revenue Growth":{"score":0.18445843339486892,"percentile":0.884048354760599},"Asset Growth":{"score":0.12077594621806842,"percentile":0.7297085056269901},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7833804027639452,"percentile":0.9477416029932108}},"source_xml":"202431149349300328_public.xml"},{"Organization":{"value":null,"Person":["Gregory D Darling","Brittany O'Diam","Patricia Ioas","Joseph B Baldasare","Tom DeRoss","Kathy Rearick","Gussie Jones","Marion Jackson","Tiffany Kellner","Joseph Szoke","Nancy Banks","Michelle Sungaard","Jessica Jenkins","Shari Cooper"],"Title":["Executive Dir.","Chairperson","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[60,0,0,78,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[60,0,0,78,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2017,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2017-07-01T00:00:00","tax_period_end":"2018-06-30T00:00:00","address":"40 N MainKettering Tower St500, Dayton, OH, 45423, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45423},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":13,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1141613,"Contributions":{"value":897760,"Other contributions":897760,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":243853,"Investment income total":151957,"Net investment gain":91896,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":524002,"Grant expense":{"value":64603,"Grants to domestic orgs":10000,"Grants to domestic individuals":54603,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":459399,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":12880,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":446519,"Program expenses":411809,"Admin fees":34710},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":476412,"Management And General Expenses":47590,"Fundraising Expenses":0}},"Assets":{"value":5685954,"Non-interest bearing cash":0,"Savings and temp cash investments":229170,"Pledges and grants receivable":22590,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":5429844,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":4350},"Liabilities":{"value":1537786,"Sum of Total Liabilities":0,"Accounts payable, accrued":9960,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1527826},"Fund balance":{"value":4148168,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":4148168,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9091797359552063,"percentile":0.7858240757896772},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5409985695677958,"percentile":0.9290344854432091},"Liabilities to Assets Ratio":{"score":0.2704534718360367,"percentile":0.21477882218759065},"Operating Reserve Ratio":{"score":10.851015835817421,"percentile":0.8997045223380588},"Officer Compensation Ratio":{"score":0.0002633577734436128,"percentile":0.9982515663865102},"Program Expense Growth":{"score":0.41855937850889613,"percentile":0.909078912528781},"Revenue Growth":{"score":0.2492007819934094,"percentile":0.926134376825909},"Asset Growth":{"score":0.08992018830672434,"percentile":0.6568807514353794},"Independent Voting Board Pct":{"score":0.9285714285714286,"percentile":0.2554649107023994},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7857479555882181,"percentile":0.9494598713738528}},"source_xml":"201921089349300537_public.xml"},{"Organization":{"value":null,"Person":["Joseph B Baldasare","Gregory D Darling","Brittany O'Diam-Horseman","Patricia Ioas","Tom DeRoss","Kathy Rearick","Gussie Jones","Marion Jackson","Elizabeth Mayer-Durnell","Joseph Szoke","Blair Cornell","Pamela Combs","Jessica Jenkins","Shari Cooper","John White","Ashley Burke"],"Title":["Trustee","Executive Dir.","Chairperson","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee"],"Hours":[1.0,40.0,2.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[40,74,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[40,74,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2019,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2019-07-01T00:00:00","tax_period_end":"2020-06-30T00:00:00","address":"1401 S Main St, Dayton, OH, 45409, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45409},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":1042361,"Contributions":{"value":799149,"Other contributions":799149,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":243212,"Investment income total":207433,"Net investment gain":35779,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":568097,"Grant expense":{"value":121531,"Grants to domestic orgs":56670,"Grants to domestic individuals":64861,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":446566,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":21608,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":424958,"Program expenses":390923,"Admin fees":34035},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":512454,"Management And General Expenses":55643,"Fundraising Expenses":0}},"Assets":{"value":7056021,"Non-interest bearing cash":0,"Savings and temp cash investments":153865,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":6900354,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1802},"Liabilities":{"value":1296855,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1296855},"Fund balance":{"value":5759166,"Net assets without donor restriction":5759166,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9020536985761235,"percentile":0.7745718302143668},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.45499016175777873,"percentile":0.9047859050897766},"Liabilities to Assets Ratio":{"score":0.1837940958509052,"percentile":0.2609015736612081},"Operating Reserve Ratio":{"score":12.420451084937959,"percentile":0.9114237957228997},"Officer Compensation Ratio":{"score":0.00020066995601103333,"percentile":0.998498691360931},"Program Expense Growth":{"score":0.2873361935077117,"percentile":0.8591920658165674},"Revenue Growth":{"score":0.19035047364327,"percentile":0.8889740921443812},"Asset Growth":{"score":0.10614298483852926,"percentile":0.6977809689115845},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7756593571033303,"percentile":0.9417094650549768}},"source_xml":"202141249349300034_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["Jill Koorndyk","Gregory D Darling","Elizabeth Durnell-Maier","Kim Estess","Tom DeRoss","Kathy Rearick","Vivian O'Connell","Marion Jackson","Grant Kramer","Dylan Boot","Pamela Combs","Jessica Jenkins","Shari Cooper","Debbie Watts Robinson","Ashley Burke","Kat Cornell"],"Title":["Trustee","Executive Dir.","Chairperson","Trustee","Treasurer","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Trustee","Vice Chair","Trustee"],"Hours":[1.0,40.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[216,76,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0],"Other compensation":[216,76,0,0,0,0,0,0,0,0,0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Funding for supplemental needs for individuals with disabilities","year":2023,"name":"Ohio Community Pooled Annuity Trust","phone":9372259939,"website":"www.daytonfoundation.org","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"Gregory D Darling","year_formation":1998,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2023-07-01T00:00:00","tax_period_end":"2024-06-30T00:00:00","address":"1401 S Main St 100, Dayton, OH, 45409, USA","city":"Dayton","state":"OH","country":"USA","zip_code":45409},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":16,"Number of independent voting members":15,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2200226,"Contributions":{"value":1534681,"Other contributions":1534681,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":583777,"Investment income total":342858,"Net investment gain":240919,"Income from invest bond proceeds":0},"Other revenues":{"value":81768,"Other total":81768,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":989628,"Grant expense":{"value":169644,"Grants to domestic orgs":124732,"Grants to domestic individuals":44912,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":819984,"Management services":0,"Legal":0,"Accounting":0,"Lobbying services":0,"Investment management fees":40877,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":779107,"Medicaid Payback":729842,"Admin fees":38012,"Remainder beneficiary payments":9003,"transfer to The Disability Fnd":2250},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":908489,"Management And General Expenses":81139,"Fundraising Expenses":0}},"Assets":{"value":12743913,"Non-interest bearing cash":0,"Savings and temp cash investments":3073394,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":0,"Investments publicly traded":9670519,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":1245782,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1245782},"Fund balance":{"value":11498131,"Net assets without donor restriction":11498131,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9180106060054889,"percentile":0.7991704462149468},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.5502152960650406,"percentile":0.9312290451443838},"Liabilities to Assets Ratio":{"score":0.0977550615733174,"percentile":0.32776087166705176},"Operating Reserve Ratio":{"score":12.877478203931174,"percentile":0.9143838267156186},"Officer Compensation Ratio":{"score":0.00029506036611736937,"percentile":0.9981187245030273},"Program Expense Growth":{"score":0.2097632645198526,"percentile":0.8124731684034546},"Revenue Growth":{"score":0.16539929490943686,"percentile":0.8658751442879337},"Asset Growth":{"score":0.12226783523479437,"percentile":0.7327201459448411},"Independent Voting Board Pct":{"score":0.9375,"percentile":0.26093132342715336},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7854540753224468,"percentile":0.9492496874739395}},"source_xml":"202531209349300123_public.xml"},"sector":"Human Services","donation_categories":[],"zakat_policy":null},"error":null}