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: Verified by RoundPaper

FY 2023

Verified NonprofitLast Filed 2023EIN 59-3788888

Ohio Community Pooled Annuity Trust

Dayton, OHNTEE: L200Founded 1998Website

mission statement

Funding for Supplemental needs for individuals with disabilities

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Total Revenue

$2.2M

FY 2023

Program Spending

91.8%

of total expenses

Known Funders

institutional backers

Key Metrics (FY 2023)

The Numbers

$12.7M

Total Assets

$11.5M net

139.42 mo

Operating Reserves

FY 2023

+33%

Revenue Growth

YoY

Sector

NTEE L200

Programs (FY 2023)

What They Do

$908K in expenses

Administer pooled annuity funds and make payments for supplemental needs to individuals who are disabled within the meaning of Social Security and Medicaid Guidelines.

Financial History

Revenue Over Time

Revenue Mix

Contributions & Grants

70%

Investment Income

27%

Other

Governance (FY 2023)

Leadership

Jill Koorndyk

Board Member

Gregory D Darling

Executive Director

Elizabeth Durnell-Maier

Board Chair

Kim Estess

Board Member

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: Verified by RoundPaper

Verified NonprofitLast Filed 2023EIN 59-3788888

Ohio Community Pooled Annuity Trust

Dayton, OHNTEE: L200Founded 1998

: Verified by RoundPaper

FY 2023

Verified NonprofitLast Filed 2023EIN 59-3788888

Ohio Community Pooled Annuity Trust

Dayton, OHNTEE: L200Founded 1998Website

mission statement

Funding for Supplemental needs for individuals with disabilities

Share this profile

Total Revenue

$2.2M

FY 2023

Program Spending

91.8%

of total expenses

Known Funders

institutional backers

Key Metrics (FY 2023)

The Numbers

$12.7M

Total Assets

$11.5M net

139.42 mo

Operating Reserves

FY 2023

+33%

Revenue Growth

YoY

Sector

NTEE L200

Programs (FY 2023)

What They Do

$908K in expenses

Administer pooled annuity funds and make payments for supplemental needs to individuals who are disabled within the meaning of Social Security and Medicaid Guidelines.

Financial History

Revenue Over Time

Revenue Mix

Contributions & Grants

70%

Investment Income

27%

Other

Governance (FY 2023)

Leadership

Jill Koorndyk

Board Member

Gregory D Darling

Executive Director

Elizabeth Durnell-Maier

Board Chair

Kim Estess

Board Member

Organization ExclusiveComing Soon

Your profile shows 0 known funders. We can find more.

Get a comprehensive Funder Intelligence Report with ranked prospects, fit scores, and funder briefs tailored to Ohio Community Pooled Annuity Trust.

Ranked Funder Recommendations
AI Grant Proposal Blueprints
Funder Profiles with Giving Histories

Claim This Profile

Edit your mission, add context to sections, and control what funders see.

Earn your verified badge

Custom mission statement
Add a donate button
Show or hide sections
Add context notes for visitors