Ohio Community Pooled Annuity Trust

EIN: 593788888 501(c)(3) Housing & Shelter

Dayton, OH

Total Revenue
$2,466,592
Total Expenses
$1,092,519
Total Assets
$14,785,847
Net Assets
$13,556,753
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
OH
Principal Officer
Gregory D Darling
Phone
9372259939
Tax Period
2024-07-01 to 2025-06-30

Ohio Community Pooled Annuity Trust, founded in 1998, is a community nonprofit in the Housing & Shelter sector that reported $2.5M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.4M, a strong 56% operating margin.

Mission

Funding for Supplemental needs for individuals with disabilities

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,726,432
Program Service Revenue $0
Investment Income $715,398
Other Revenue $24,762
TOTAL REVENUE $2,466,592

Expense Breakdown

Grants Paid $209,043
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,003,681
Other Expenses $883,476
TOTAL EXPENSES $1,092,519

Year-over-Year Comparison

2024 2023 Change
Revenue $2,466,592 $2,200,226 +0.1%
Expenses $1,092,519 $989,628 +0.1%
Net Income $1,374,073 $1,210,598 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
18
Independent Members
17
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$102,298
Total Directors
18
$226,893
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Jill Koorndyk Trustee 1.00
Director
$0 $2,016 $124,595
Gregory D Darling Executive Dir. 40.00
Officer Director
$0 $76 $102,298
Elizabeth Durnell-Maier Chairperson 1.00
Officer Director
$0 $0 $0
Kim Estess Trustee 1.00
Director
$0 $0 $0
Tom DeRoss Treasurer 1.00
Officer Director
$0 $0 $0
Kathy Rearick Trustee 1.00
Director
$0 $0 $0
Vivian O'Connell Trustee 1.00
Director
$0 $0 $0
Marion Jackson Trustee 1.00
Director
$0 $0 $0
Grant Kramer Trustee 1.00
Director
$0 $0 $0
Dylan Boot Trustee 1.00
Director
$0 $0 $0
Kelly Ross Trustee 1.00
Director
$0 $0 $0
Pamela Combs Trustee 1.00
Director
$0 $0 $0
Caryl Segalewicz Trustee 1.00
Director
$0 $0 $0
Brittany O'Diam Horseman Trustee 1.00
Director
$0 $0 $0
Debbie Watts Robinson Trustee 1.00
Director
$0 $0 $0
Ashley Burke Vice Chair 1.00
Officer Director
$0 $0 $0
Richard Schultze Trustee 1.00
Director
$0 $0 $0
Kat Cornell Trustee 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,466,592 $1,092,519 $14,785,847 $1,374,073
2024 No data No data No data No data
2023 $1,658,873 $775,526 $10,717,616 $883,347
2022 $2,369,450 $1,102,540 $9,359,930 $1,266,910
2021 $2,343,103 $1,125,014 $9,716,472 $1,218,089
2020 $1,042,361 $568,097 $7,056,021 $474,264
2019 $1,203,370 $279,801 $6,545,915 $923,569
2018 $1,141,613 $524,002 $5,685,954 $617,611
Explore More Nonprofits
Top 100 Nonprofits in Ohio Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare Ohio Community Pooled Annuity Trust with other nonprofits in Ohio and across the country.