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Ohio · Nonprofit

TOWARD INDEPENDENCE INC

TOWARD INDEPENDENCE INC (Ohio) receives grants from 14 organizations whose IRS filings report $135,624 to it, the largest being Ohio Community Pooled Annuity Trust ($28,000). 4 of them have funded it in more than one year.

Revenue FY2025
$23M
Funders on record
14
Grants received
$136k
Net assets
$17M
4/14 repeat funderspeak grant-dependency 0%
01What it does

What Toward Independence Inc does

Mission

To empower people with developmental disabilities to experience the fullest life possible by providing person-centered supports which enable them to integrate into a variety of settings within their community

As stated on its FY2025 Form 990.

Program

  1. We currently serve over 187 individuals in darke, greene, hamilton, miami, montgomery, and warren counties providing a full range of services and support programs for individuals with developmental disabilities.

    $18,197,407 spent$22,068,866 earned by the program
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $18,197,407.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($14M) Expenses 100 ($14M) Net assets 100 ($6.8M)2018 Revenue 108 ($15M) Expenses 108 ($15M) Net assets 101 ($6.9M)2019 Revenue 111 ($15M) Expenses 108 ($15M) Net assets 118 ($8.0M)2020 Revenue 140 ($20M) Expenses 117 ($16M) Net assets 173 ($12M)2021 Revenue 135 ($19M) Expenses 119 ($16M) Net assets 210 ($14M)2022 Revenue 132 ($18M) Expenses 123 ($17M) Net assets 224 ($15M)2023 Revenue 124 ($17M) Expenses 133 ($18M) Net assets 214 ($14M)2024 Revenue 150 ($21M) Expenses 144 ($20M) Net assets 237 ($16M)2025 Revenue 165 ($23M) Expenses 159 ($22M) Net assets 256 ($17M)
'17'18'19'20'21'22'23'24'25
Revenue (165)Expenses (159)Net assets (256)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $10M to $16M (+57%).

$9.0M
$9.5M
$10M
$16M
$16M
$18M
$17M
$18M
$21M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 5% · 2021 11%. Grants only. Government contracts and fees sit inside program revenue.

2% of TOWARD INDEPENDENCE INC’s revenue is contributions — more earned-revenue than three-quarters of its peers (21% for the typical peer).

This organization
Typical peer · 3,400 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.

$319k
’17
$320k
’18
$843k
’19
$3.6M
’20
$2.5M
’21
$1.7M
’22
−$860k
’23
$1.2M
’24
$1.4M
’25
1.6
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Joseph Harmon

Chief executive

Board chair

Robert Novak

Chair

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2024 and FY2025 filings.

'17'18'19'20'21'22'23'24'25
Listed91011111312131110
Joined·+1+2+2+2+0+2+0+0
No longer listed·01201121
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 2 funders to 4 funders, grant income rose $7k → $44k.

5 of 14 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 49% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

From the IRS filings of TOWARD INDEPENDENCE INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

TOWARD INDEPENDENCE INC has a broad base — no single funder exceeds 21% of grant income, and it takes 3 funders to reach half.

the vertical line marks half of all grant income — 3 funders to its left

72% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund TOWARD INDEPENDENCE INC.

21%
largest funder
53%
top three
~8
effective funders

Largest funder’s share by year: 2017 77% · 2018 100% · 2019 100% · 2020 58% · 2021 43% · 2022 58% · 2023 57% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

0% of TOWARD INDEPENDENCE INC's funders are still giving 3 years after their first grant; 29% give in more than one year at all.

first grant+1y+2y+3y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

70% of TOWARD INDEPENDENCE INC's grant income comes from Ohio funders.

MN
IL
OH
NJ
MO

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Ohio out of state home

Funder states come from each funder’s own filing. $66k arriving through sponsors registered in 4 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

TOWARD INDEPENDENCE INC runs a healthier operating margin than half of the 2,297 human services nonprofits its size.

Operating margin6% · above the median
Months of reserve1.6mo · below the median
Revenue growth (annualized)6% · above the median

this organization peer median middle 50% of peers· 2,297 human services nonprofits $10M–$100M, FY2025

Organizations like TOWARD INDEPENDENCE INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Ohio

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

84% of spending goes to programs.

Program 84%Management 16%Fundraising 0%

Governance

9
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

98%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

OH

Screen this organization

A dated, signed PDF of the compliance screen for TOWARD INDEPENDENCE INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds TOWARD INDEPENDENCE INC?
TOWARD INDEPENDENCE INC (Ohio) receives grants from 14 organizations whose IRS filings report $135,624 to it, the largest being Ohio Community Pooled Annuity Trust ($28,000). 4 of them have funded it in more than one year.
How many funders does TOWARD INDEPENDENCE INC have?
IRS filings report 14 organizations giving $135,624 in grants to TOWARD INDEPENDENCE INC, 4 of which have funded it in more than one year.
Who is the largest funder of TOWARD INDEPENDENCE INC?
Ohio Community Pooled Annuity Trust is the largest funder on record, with $28,000 in grants. The full list of funders is on this page.
How can an organization like TOWARD INDEPENDENCE INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

Play a game about who funds Toward Independence →

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 14 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing