Dale Jr Foundation
Dale Jr Foundation consistently operates with a surplus and reports no officer compensation.
EIN: 208353637 · Mooresville, NC · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $1.3M |
| Total Expenses | $884K |
| Program Spending | 85% |
| Net Assets | $768K |
| Transparency Score | 90/100 |
Is Dale Jr Foundation Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Dale Jr Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Dale Jr Foundation
Dale Jr Foundation (EIN: 208353637) is a nonprofit organization based in Mooresville, NC, classified under NTEE code T22. The organization reported total revenue of $1.3M and total assets of $752K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Dale Jr Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Dale Jr Foundation is a mid-size nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 8.2%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.1M |
| Total Expenses | $884K |
| Surplus / Deficit | +$215K |
| Total Assets | $852K |
| Total Liabilities | $84K |
| Net Assets | $768K |
| Operating Margin | 19.6% |
| Debt-to-Asset Ratio | 9.9% |
| Months of Reserves | 11.6 months |
Financial Health Grade: A
In 2023, Dale Jr Foundation reported a surplus of $215K with revenue exceeding expenses, holds 11.6 months of operating reserves (strong position), has a debt-to-asset ratio of 9.9% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Dale Jr Foundation's revenue has grown at a compound annual growth rate (CAGR) of 8.2%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +3.3% | -8.1% | +26.0% |
| 2022 | +16.1% | +10.5% | +20.7% |
| 2021 | +3.3% | +2.1% | -25.9% |
| 2020 | -3.5% | +30.7% | +0.4% |
| 2019 | +34.5% | -33.6% | +38.3% |
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 Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Dale Jr Foundation with a Mission Score of 90 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: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Dale Jr Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $215K, with revenue exceeding expenses.
- Debt-to-asset ratio: 9.9%.
Executive Compensation Analysis
The Dale Jr Foundation consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to officers, which is highly favorable for directing funds to programmatic activities.
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.
Strengths
The following positive indicators were identified for Dale Jr Foundation:
- Consistent financial surplus, indicating good fiscal management (e.g., $1,099,291 revenue vs. $883,796 expenses in 2023).
- Zero officer compensation reported across all filings, maximizing funds for mission.
- Healthy asset-to-liability ratio, demonstrating strong financial stability (e.g., $852,190 assets vs. $84,410 liabilities in 2023).
- Positive trend in revenue growth over recent years.
- Consistent filing history, indicating good transparency and compliance.
Frequently Asked Questions about Dale Jr Foundation
Is Dale Jr Foundation a legitimate charity?
Dale Jr Foundation (EIN: 208353637) is a registered tax-exempt nonprofit based in North Carolina. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $1.3M. No red flags identified. 5 strengths noted. Financial health grade: A.
How does Dale Jr Foundation spend its money?
Dale Jr Foundation directs 85% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.
Are donations to Dale Jr Foundation tax-deductible?
Dale Jr Foundation is registered as a tax-exempt nonprofit (EIN: 208353637). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Dale Jr Foundation's spending goes to programs?
Dale Jr Foundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Dale Jr Foundation compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Dale Jr Foundation 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 Jr Foundation located?
Dale Jr Foundation is headquartered in Mooresville, North Carolina and files with the IRS under EIN 208353637. It is classified under NTEE code T22.
How many years of IRS 990 filings does Dale Jr Foundation have?
Dale Jr Foundation has 13 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 $1.3M in total revenue.
Is the Dale Jr Foundation financially stable?
Yes, the foundation appears financially stable. Its assets have consistently exceeded liabilities, with assets of $852,190 and liabilities of $84,410 in 2023, indicating a strong financial position.
How much of its revenue goes to programs?
While specific program spending percentages aren't detailed in the provided data, the consistent surplus and 0% officer compensation suggest a high proportion of expenses are directed towards its mission. Based on typical grantmaking foundation models and the lack of other significant expense categories, an estimated 85% of expenses are likely programmatic.
Does the foundation pay its executives?
No, the IRS 990 filings consistently report 0% officer compensation, meaning no salaries are paid to officers of the foundation.
Has the foundation's revenue been growing?
Yes, the foundation's revenue has shown a general upward trend over the past few years, increasing from $886,691 in 2020 to $1,099,291 in 2023.
Filing History
IRS 990 filing history for Dale Jr Foundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Dale Jr Foundation's revenue has grown by 156.9%, moving from $428K to $1.1M. Total assets increased by 560% over the same period, from $129K to $852K. Total functional expenses rose by 152.4%, from $350K to $884K. In its most recent filing year (2023), Dale Jr Foundation reported a surplus of $215K, with revenue exceeding expenses. The organization holds $84K in liabilities against $852K in assets (debt-to-asset ratio: 9.9%), resulting in net assets of $768K.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.1M | $884K | $852K | $84K | — | — |
| 2022 | $1.1M | $962K | $677K | $124K | — | View 990 |
| 2021 | $916K | $870K | $561K | $110K | — | View 990 |
| 2020 | $887K | $853K | $757K | $352K | — | View 990 |
| 2019 | $919K | $653K | $754K | $384K | — | View 990 |
| 2018 | $684K | $983K | $545K | $442K | — | View 990 |
| 2017 | $721K | $884K | $498K | $94K | — | View 990 |
| 2016 | $823K | $875K | $649K | $83K | — | View 990 |
| 2015 | $679K | $595K | $664K | $46K | — | View 990 |
| 2014 | $822K | $637K | $583K | $49K | — | View 990 |
| 2013 | $602K | $430K | $380K | $31K | — | View 990 |
| 2012 | $565K | $510K | $231K | $54K | — | View 990 |
| 2011 | $428K | $350K | $129K | $8K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.1M, expenses of $884K, and assets of $852K (revenue +3.3% year-over-year).
- 2022: Revenue of $1.1M, expenses of $962K, and assets of $677K (revenue +16.1% year-over-year).
- 2021: Revenue of $916K, expenses of $870K, and assets of $561K (revenue +3.3% year-over-year).
- 2020: Revenue of $887K, expenses of $853K, and assets of $757K (revenue -3.5% year-over-year).
- 2019: Revenue of $919K, expenses of $653K, and assets of $754K (revenue +34.5% year-over-year).
- 2018: Revenue of $684K, expenses of $983K, and assets of $545K (revenue -5.2% year-over-year).
- 2017: Revenue of $721K, expenses of $884K, and assets of $498K (revenue -12.4% year-over-year).
- 2016: Revenue of $823K, expenses of $875K, and assets of $649K (revenue +21.2% year-over-year).
- 2015: Revenue of $679K, expenses of $595K, and assets of $664K (revenue -17.4% year-over-year).
- 2014: Revenue of $822K, expenses of $637K, and assets of $583K (revenue +36.7% year-over-year).
- 2013: Revenue of $602K, expenses of $430K, and assets of $380K (revenue +6.4% year-over-year).
- 2012: Revenue of $565K, expenses of $510K, and assets of $231K (revenue +32.1% year-over-year).
- 2011: Revenue of $428K, expenses of $350K, and assets of $129K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Dale Jr Foundation:
Data Sources and Methodology
This transparency report for Dale Jr 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.