Dale Foundation Inc
Dale Foundation Inc. maintains strong asset growth with zero reported officer compensation.
EIN: 208668708 · Millis, MA · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $732K |
| Total Expenses | $120K |
| Program Spending | 80% |
| CEO/Top Officer Pay | $2,186,810 |
| Net Assets | $2.0M |
| Transparency Score | 85/100 |
Is Dale Foundation Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Dale Foundation Inc directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Dale Foundation Inc
Dale Foundation Inc (EIN: 208668708) is a nonprofit organization based in Millis, MA, classified under NTEE code T22. The organization reported total revenue of $732K and total assets of $2.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Dale Foundation Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Dale Foundation Inc is a small nonprofit that has been operating for 17 years, with 9 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of 6.7%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $172K |
| Total Expenses | $120K |
| Surplus / Deficit | +$52K |
| Total Assets | $2.0M |
| Total Liabilities | $1 |
| Net Assets | $2.0M |
| Operating Margin | 30.2% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 204.1 months |
Financial Health Grade: A
In 2022, Dale Foundation Inc reported a surplus of $52K with revenue exceeding expenses, holds 204.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 9 years of filings (2011–2022), Dale Foundation Inc's revenue has grown at a compound annual growth rate (CAGR) of 6.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | -38.0% | -11.5% | +2.6% |
| 2021 | +110.3% | +18.3% | +7.7% |
| 2019 | -100.0% | -100.0% | +117.4% |
| 2015 | -9.8% | -8.7% | +4.3% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2009 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Dale Foundation Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 15%
- programs: 80%
- fundraising: 5%
According to IRS 990 filings, Dale Foundation Inc allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $52K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
The Dale Foundation Inc. consistently reports 0% officer compensation across all available filings, indicating that its leadership operates on a volunteer basis or that compensation is covered by other means not reported as officer compensation, which is highly unusual for an organization of its asset size ($2,186,810).
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Dale Foundation Inc's IRS 990 filings:
- Lack of detailed expense breakdown (program vs. admin vs. fundraising) in provided data
- Consistent $1 liability reported, which is unusual and lacks clarity
- Zero reported officer compensation for an organization with over $2 million in assets, which could indicate undisclosed compensation or reliance on external support.
Strengths
The following positive indicators were identified for Dale Foundation Inc:
- Strong and consistent asset growth, reaching $2,038,027 in 2022 and $2,186,810 currently.
- Healthy financial position with revenue consistently exceeding expenses in most periods.
- Extremely low liabilities, consistently reported as $0 or $1, indicating strong financial solvency.
- Zero reported officer compensation, suggesting a high degree of volunteerism at the leadership level and potentially low overhead.
Frequently Asked Questions about Dale Foundation Inc
Is Dale Foundation Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Dale Foundation Inc (EIN: 208668708) some concerns. Mission Score: 85/100. 3 red flags identified, 4 strengths noted.
How does Dale Foundation Inc spend its money?
Dale Foundation Inc directs 80% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Dale Foundation Inc tax-deductible?
Dale Foundation Inc is registered as a tax-exempt nonprofit (EIN: 208668708). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Dale Foundation Inc CEO make?
Dale Foundation Inc's highest-compensated officer earns $2,186,810 annually. The organization reported $732K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
What percentage of Dale Foundation Inc's spending goes to programs?
Dale Foundation Inc directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Dale Foundation Inc compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Dale Foundation Inc is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Dale Foundation Inc located?
Dale Foundation Inc is headquartered in Millis, Massachusetts and files with the IRS under EIN 208668708. It is classified under NTEE code T22.
How many years of IRS 990 filings does Dale Foundation Inc have?
Dale Foundation Inc has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $732K in total revenue.
What are the specific program activities and their associated costs?
The provided data does not detail specific program activities or their costs, making it difficult to assess the direct impact of the organization's mission. Further investigation into their public disclosures or annual reports would be necessary.
How does the organization manage its operations with zero reported officer compensation?
The consistent reporting of 0% officer compensation suggests a volunteer-led executive structure. This could indicate strong community support and dedication, but also raises questions about the sustainability and professional capacity for an organization managing over $2 million in assets.
What is the nature of the 'Liabilities=$1' reported in recent years?
The consistent reporting of a nominal $1 liability is unusual and typically indicates either a placeholder or a very minor, non-material liability. It suggests the organization has virtually no debt.
Filing History
IRS 990 filing history for Dale Foundation Inc showing financial trends over 9 years of public records:
Over 9 years of IRS 990 filings (2011–2022), Dale Foundation Inc's revenue has grown by 104.2%, moving from $84K to $172K. Total assets increased by 250.1% over the same period, from $582K to $2.0M. Total functional expenses rose by 134.7%, from $51K to $120K. In its most recent filing year (2022), Dale Foundation Inc reported a surplus of $52K, with revenue exceeding expenses. The organization holds $1 in liabilities against $2.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $172K | $120K | $2.0M | $1 | — | View 990 |
| 2021 | $277K | $135K | $2.0M | $1 | — | View 990 |
| 2020 | $132K | $114K | $1.8M | $1 | — | View 990 |
| 2019 | $0 | $0 | $1.8M | $0 | — | View 990 |
| 2015 | $113K | $79K | $841K | $0 | — | View 990 |
| 2014 | $125K | $86K | $806K | $0 | — | View 990 |
| 2013 | $175K | $10K | $767K | $0 | — | View 990 |
| 2012 | $135K | $67K | $623K | $0 | — | View 990 |
| 2011 | $84K | $51K | $582K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $172K, expenses of $120K, and assets of $2.0M (revenue -38.0% year-over-year).
- 2021: Revenue of $277K, expenses of $135K, and assets of $2.0M (revenue +110.3% year-over-year).
- 2020: Revenue of $132K, expenses of $114K, and assets of $1.8M.
- 2019: Revenue of $0, expenses of $0, and assets of $1.8M (revenue -100.0% year-over-year).
- 2015: Revenue of $113K, expenses of $79K, and assets of $841K (revenue -9.8% year-over-year).
- 2014: Revenue of $125K, expenses of $86K, and assets of $806K (revenue -28.3% year-over-year).
- 2013: Revenue of $175K, expenses of $10K, and assets of $767K (revenue +29.0% year-over-year).
- 2012: Revenue of $135K, expenses of $67K, and assets of $623K (revenue +61.2% year-over-year).
- 2011: Revenue of $84K, expenses of $51K, and assets of $582K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Dale Foundation Inc:
Data Sources and Methodology
This transparency report for Dale Foundation Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.