Dale H Ballard Jr Family Foundation
EIN: 260518507 · Draper, UT · NTEE: T20
| Metric | Value |
|---|---|
| Total Revenue | $231K |
| Total Expenses | $104K |
| Net Assets | $911K |
Is Dale H Ballard Jr Family Foundation Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Dale H Ballard Jr Family Foundation
Dale H Ballard Jr Family Foundation (EIN: 260518507) is a nonprofit organization based in Draper, UT, classified under NTEE code T20. The organization reported total revenue of $231K and total assets of $961K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Dale H Ballard Jr Family Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Dale H Ballard Jr Family Foundation is a small nonprofit that has been operating for 19 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 14.0%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $96K |
| Total Expenses | $104K |
| Surplus / Deficit | $-7,943 |
| Total Assets | $911K |
| Total Liabilities | $1 |
| Net Assets | $911K |
| Operating Margin | -8.3% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 105.6 months |
Financial Health Grade: B
In 2023, Dale H Ballard Jr Family Foundation reported a deficit of $8K with expenses exceeding revenue, holds 105.6 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Dale H Ballard Jr Family Foundation's revenue has grown at a compound annual growth rate (CAGR) of 14.0%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +119.4% | -7.3% | -0.9% |
| 2022 | -55.5% | +6.2% | -6.9% |
| 2021 | +20.8% | -9.7% | -0.7% |
| 2020 | -5.0% | +36.9% | -3.4% |
| 2019 | +412.3% | +165.1% | +1.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Dale H Ballard Jr Family Foundation has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Dale H Ballard Jr Family Foundation with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $8K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Frequently Asked Questions about Dale H Ballard Jr Family Foundation
Is Dale H Ballard Jr Family Foundation a legitimate charity?
Dale H Ballard Jr Family Foundation (EIN: 260518507) is a registered tax-exempt nonprofit based in Utah. It has 10 years of IRS 990 filings on record. Total revenue: $231K. No red flags identified. Financial health grade: B.
How does Dale H Ballard Jr Family Foundation spend its money?
Dale H Ballard Jr Family Foundation reported $231K in total revenue in IRS 990 filings. 10 years of filing data available. Expenses exceeded revenue in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to Dale H Ballard Jr Family Foundation tax-deductible?
Dale H Ballard Jr Family Foundation is registered as a tax-exempt nonprofit (EIN: 260518507). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Dale H Ballard Jr Family Foundation located?
Dale H Ballard Jr Family Foundation is headquartered in Draper, Utah and files with the IRS under EIN 260518507. It is classified under NTEE code T20.
How many years of IRS 990 filings does Dale H Ballard Jr Family Foundation have?
Dale H Ballard Jr Family Foundation has 10 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 $231K in total revenue.
Filing History
IRS 990 filing history for Dale H Ballard Jr Family Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Dale H Ballard Jr Family Foundation's revenue has grown by 379.4%, moving from $20K to $96K. Total assets increased by 470.1% over the same period, from $160K to $911K. Total functional expenses rose by 328.1%, from $24K to $104K. In its most recent filing year (2023), Dale H Ballard Jr Family Foundation reported a deficit of $8K, with expenses exceeding revenue. The organization holds $1 in liabilities against $911K in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $911K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $96K | $104K | $911K | $1 | — | View 990 |
| 2022 | $44K | $112K | $919K | $1 | — | View 990 |
| 2021 | $98K | $105K | $988K | $1 | — | — |
| 2020 | $81K | $117K | $995K | $1 | — | View 990 |
| 2019 | $85K | $85K | $1.0M | $0 | — | View 990 |
| 2015 | $17K | $32K | $1.0M | $0 | — | View 990 |
| 2014 | $19K | $28K | $1.0M | $0 | — | View 990 |
| 2013 | $18K | $43K | $1.0M | $1 | — | View 990 |
| 2012 | $910K | $5K | $1.1M | $1 | — | View 990 |
| 2011 | $20K | $24K | $160K | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $96K, expenses of $104K, and assets of $911K (revenue +119.4% year-over-year).
- 2022: Revenue of $44K, expenses of $112K, and assets of $919K (revenue -55.5% year-over-year).
- 2021: Revenue of $98K, expenses of $105K, and assets of $988K (revenue +20.8% year-over-year).
- 2020: Revenue of $81K, expenses of $117K, and assets of $995K (revenue -5.0% year-over-year).
- 2019: Revenue of $85K, expenses of $85K, and assets of $1.0M (revenue +412.3% year-over-year).
- 2015: Revenue of $17K, expenses of $32K, and assets of $1.0M (revenue -13.0% year-over-year).
- 2014: Revenue of $19K, expenses of $28K, and assets of $1.0M (revenue +7.1% year-over-year).
- 2013: Revenue of $18K, expenses of $43K, and assets of $1.0M (revenue -98.0% year-over-year).
- 2012: Revenue of $910K, expenses of $5K, and assets of $1.1M (revenue +4459.9% year-over-year).
- 2011: Revenue of $20K, expenses of $24K, and assets of $160K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Dale H Ballard Jr Family Foundation:
Data Sources and Methodology
This transparency report for Dale H Ballard Jr Family Foundation 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.