Civic Intelligence

The Dale Jr Foundation

990 • Fiscal year 2016 • EIN 20-8353637

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 19, 2017

Organization Profilewww.thedalejrfoundation.org
PO Box 330Mooresville, NC 28115

(704) 799-4800

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

98th percentile

0.13x

Higher debt load relative to assets than 98% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

0.10x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Net Margin

48th percentile

-6.3%

Higher net margin than 48% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2016

Asset Growth

40th percentile

-2.3%

Faster asset growth than 40% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

21%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$649,361

Down $15,054 (-2.3%) from 2015

Net Assets

Down

$566,551

Down $51,965 (-8.4%) from 2015

Liabilities

Up

$82,810

Up $36,911 (+80%) from 2015

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin48th percentile

Revenue

Up

$822,810

Up $143,941 (+21%) from 2015

Expenses

Up

$874,775

Up $280,170 (+47%) from 2015

Net Income

Down

-$51,965

Down $136,229 (-162%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $53,926Liabilities 2010: $10,631Net Assets 2010: $43,2952010Assets 2011: $129,112Liabilities 2011: $7,968Net Assets 2011: $121,1442011Assets 2012: $230,669Liabilities 2012: $53,701Net Assets 2012: $176,9682012Assets 2013: $380,300Liabilities 2013: $31,350Net Assets 2013: $348,9502013Assets 2014: $583,053Liabilities 2014: $48,801Net Assets 2014: $534,2522014Assets 2015: $664,415Liabilities 2015: $45,899Net Assets 2015: $618,5162015Assets 2016: $649,361Liabilities 2016: $82,810Net Assets 2016: $566,5512016Assets 2017: $497,556Liabilities 2017: $94,435Net Assets 2017: $403,1212017Assets 2018: $545,449Liabilities 2018: $442,145Net Assets 2018: $103,3042018Assets 2019: $754,128Liabilities 2019: $384,199Net Assets 2019: $369,9292019Assets 2020: $756,901Liabilities 2020: $352,381Net Assets 2020: $404,5202020Assets 2021: $560,643Liabilities 2021: $110,400Net Assets 2021: $450,2432021Assets 2022: $676,599Liabilities 2022: $124,314Net Assets 2022: $552,2852022Assets 2023: $852,190Liabilities 2023: $84,410Net Assets 2023: $767,7802023Assets 2024: $751,759Liabilities 2024: $800,302Net Assets 2024: -$48,5432024

Highlighted filing

2016

Assets$649,361
Liabilities$82,810
Net Assets$566,551
Open 2016 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $348,9312010Expenses 2011: $350,1202011Expenses 2012: $509,6702012Revenue 2013: $601,683Expenses 2013: $429,701Net Income 2013: $171,9822013Revenue 2014: $822,262Expenses 2014: $636,960Net Income 2014: $185,3022014Revenue 2015: $678,869Expenses 2015: $594,605Net Income 2015: $84,2642015Revenue 2016: $822,810Expenses 2016: $874,775Net Income 2016: -$51,9652016Revenue 2017: $720,714Expenses 2017: $884,144Net Income 2017: -$163,4302017Revenue 2018: $683,501Expenses 2018: $983,318Net Income 2018: -$299,8172018Revenue 2019: $919,143Expenses 2019: $652,518Net Income 2019: $266,6252019Revenue 2020: $886,691Expenses 2020: $852,650Net Income 2020: $34,0412020Revenue 2021: $916,200Expenses 2021: $870,477Net Income 2021: $45,7232021Revenue 2022: $1,063,800Expenses 2022: $961,758Net Income 2022: $102,0422022Revenue 2023: $1,099,291Expenses 2023: $883,796Net Income 2023: $215,4952023Revenue 2024: $909,228Expenses 2024: $1,725,551Net Income 2024: -$816,3232024

Highlighted filing

2016

Revenue$822,810
Expenses$874,775
Net Income-$51,965
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 19, 2017
Return Version
2016v3.0
Gross Receipts
$1,022,244
Mission and Program Overview

Mission

Giving underprivileged individuals, with a focus on youth, the resources to improve their confidence and education, and the opportunity to achieve extraordinary goals.

Giving underprivileged individuals with a focus on youth, the resources to improve their confidence and education, and the opportunity to achieve extraordinary goals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$535,708$559,256▲ $23,548
Other Notes and Loans Receivable, Net$108,050$78,991▼ $29,059
Pledges and Grants Receivable$12,988$5,536▼ $7,452
Intangible Assets$3,143$895▼ $2,248
Prepaid Expenses and Deferred Charges$480$636▲ $156
Land, Buildings, and Equipment, Net$684$158▼ $526
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$664,415$649,361▼ $15,054
Other Assets Total$3,362$3,889▲ $527
Liabilities
Grants Payable$25,000$65,000▲ $40,000
Accounts Payable and Accrued Expenses$20,899$17,810▼ $3,089
Total Liabilities$45,899$82,810▲ $36,911
Net Assets / Fund Balance
Unrestricted Net Assets$618,516$566,551▼ $51,965
Total Net Assets Fund Balance$618,516$566,551▼ $51,965
Total Liabilities and Net Assets / Fund Balance$664,415$649,361▼ $15,054

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$158$18,238$18,396
Other Land Buildings-$347$347
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
R Dale Earnhardt JrPresident
Kelley Earnhardt MillerVice President
Cathy Earnhardt WatkinsDirector
Stokely G Caldwell JrDirector
Kaylan MarianoSecretary
Sara ThieleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$685,683
Program Service Revenue
$0
Investment Income
$6,751
Other Revenue
$130,376
All Other Contributions
$403,755
Change in Net Assets
$-51,965

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles1$72,300Fair Market Value (FMV)
Other Non Cash Contri Table-$1,323Fair Market Value (FMV)
Total Noncash Contributions1$73,623-

Audited Revenue Reconciliation

Revenue per Audited Statements
$822,810
Revenue Not Reported on Form 990
$20,393
Total Revenue per Audited Statements
$843,203
Total Revenue per Form 990
$822,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$691,534
Other Expenses$106,490
Total Fundraising Expense$79,067
Salaries, Compensation, and Employee Benefits$76,751
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$691,534--$691,534
Other Salaries and Wages$20,249$20,249$20,249$60,747
Fees for Services Other$11,428$414$36,447$48,289
All Other Expenses$771$6,283$4,371$11,425
Other Employee Benefits$3,368$3,367$3,368$10,103
Fees for Services Accounting$600$6,750-$7,350
Payroll Taxes$1,967$1,967$1,967$5,901
Other Expenses$4,294$3,174$1,848$4,294
Fees for Services Legal$225$4,018-$4,243
Advertising$2,248--$2,248
Travel$606$1,023$58$1,687
Depreciation Depletion-$525-$525
Total Functional Expenses$747,938$47,770$79,067$874,775

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$895,168
Expenses per Audited Statements$874,775
Total Expenses per Form 990$874,775
Expenses Not Reported on Form 990$20,393
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Blessings in a BackpackProspect, KY-Donation$210,000
EB Research PartnershipNew York, NY-Donation$100,000
HealthReach Community ClinicMooresville, NC-Donation$75,000
Nationwide Childrens HospitalColumbus, OH-Donation$61,800
Make A Wish FoundationCharlotte, NC-Donation$56,000
Grin Kids Childrens CharityCornelius, NC-Donation$11,550
Camp LuckCherryville, NC-Donation$10,000
Mooresville Christian MissionMooresville, NC-Donation$10,000
Oak Ridge Military AcademyOak Ridge, NC-Donation$10,000
ScanStatesville, NC-Donation$10,000
Dream on 3Harrisburg, NC-Donation$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$229,890
Gaming Direct Expenses$102,514
Fundraising Gross Income$99,920
Fundraising Direct Expenses$96,920
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Driven to Give$296,556$77,879$77,879$0
Ride Along$85,292$22,041$19,041$3,000
Total Events$381,848$99,920$96,920$3,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Dale Earnhardt Jr - DEJ HoldingsChairman/OwnerReimburse/Office SpaceNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Dale Earnhardt, Jr. and Kelley Earnhardt are brother and sister. Cathy Earnhardt Watkins is the aunt of Dale Earnhardt, Jr. and Kelley Earnhardt.”

Form 990, Part VI, Line 8: Explanation of No Contemporaneously Documentation of Meetings

“N/A”

Form 990, Part VI, Line 9: Officer, Director, Trustee, Key Employee Mailing Address

“Stoke Caldwell101 North Tryon St. Suite 1900Charlotte, NC 28246”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 will be reviewed by the Treasurer before filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflicts of interest are reported annually so this is enforced, but not monitored.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Compensation is reviewed annually.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Not made available.”

Filing and Contact Details

Filer

Filer Name
The Dale Jr Foundation
EIN
20-8353637
Phone
7047994800
Address
PO Box 330, Mooresville, NC 28115

Signing Officer

Name
Sara Thiele
Title
Treasurer
Signed
2017-04-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelley Earnhardt Miller
Voting Board Members
3
Independent Board Members
1
Employees
3
Volunteers
25

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Phillip G Wilson
Phone
7043721515
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - Statement 8Form 990, Part VI, Line 17A copy of this return will be provided to all states as required for compliance with solicitation licensing.”

Financial Statement Notes

Part X : FIN48 Footnote

“N/A”

Raw XML AppendixShowing 400 of 753 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020899
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017810
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Giving underprivileged individuals with a focus on youth, the resources to improve their confidence and education, and the opportunity to achieve extraordinary goals.
IRS990/AdvertisingGrp/ProgramServicesAmt02248
IRS990/AdvertisingGrp/TotalAmt02248
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt0403755
IRS990/AllOtherExpensesGrp/FundraisingAmt04371
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06283
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0771
IRS990/AllOtherExpensesGrp/TotalAmt011425
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Sara Thiele
IRS990/BooksInCareOfDetail/PhoneNum07047994800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 330
IRS990/BooksInCareOfDetail/USAddress/CityNm0Mooresville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028115
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0535708
IRS990/CashNonInterestBearingGrp/EOYAmt0559256
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt0281928
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0685683
IRS990/CYGrantsAndSimilarPaidAmt0691534
IRS990/CYInvestmentIncomeAmt06751
IRS990/CYOtherExpensesAmt0106490
IRS990/CYOtherRevenueAmt0130376
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-51965
IRS990/CYSalariesCompEmpBnftPaidAmt076751
IRS990/CYTotalExpensesAmt0874775
IRS990/CYTotalFundraisingExpenseAmt079067
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0822810
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0525
IRS990/DepreciationDepletionGrp/TotalAmt0525
IRS990/Desc0The Foundation provided grants to organizations to be used for various activities benefitting youth.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0691534
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06750
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0600
IRS990/FeesForServicesAccountingGrp/TotalAmt07350
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04018
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0225
IRS990/FeesForServicesLegalGrp/TotalAmt04243
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt036447
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0414
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt011428
IRS990/FeesForServicesOtherGrp/TotalAmt048289
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0true
IRS990/Form8282FiledCnt01
IRS990/Form8282PropertyDisposedOfInd0true
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0R Dale Earnhardt Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Kelley Earnhardt Miller
IRS990/Form990PartVIISectionAGrp/PersonNm2Sara Thiele
IRS990/Form990PartVIISectionAGrp/PersonNm3Kaylan Mariano
IRS990/Form990PartVIISectionAGrp/PersonNm4Cathy Earnhardt Watkins
IRS990/Form990PartVIISectionAGrp/PersonNm5Stokely G Caldwell Jr
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0281928
IRS990/FundraisingDirectExpensesAmt096920
IRS990/FundraisingGrossIncomeAmt099920
IRS990/GamingActivitiesInd0true
IRS990/GamingDirectExpensesAmt0102514
IRS990/GamingGrossIncomeAmt0229890
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0691534
IRS990/GrantsPayableGrp/BOYAmt025000
IRS990/GrantsPayableGrp/EOYAmt065000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0691534
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0691534
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01022244
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt03143
IRS990/IntangibleAssetsGrp/EOYAmt0895
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06751
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06751
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt04
IRS990/LandBldgEquipAccumDeprecAmt018585
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0684
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0158
IRS990/LandBldgEquipCostOrOtherBssAmt018743
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Giving underprivileged individuals with a focus on youth, the resources to improve their confidence and education, and the opportunity to achieve extraordinary goals.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0618516
IRS990/NetAssetsOrFundBalancesEOYAmt0566551
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt03000
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt03000
IRS990/NetIncomeFromGamingGrp/ExclusionAmt0127376
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt0127376
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt073623
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0true
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt03362
IRS990/OtherAssetsTotalGrp/EOYAmt03889
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03368
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt03367
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03368
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010103
IRS990/OtherExpensesGrp/Desc0Credit card fees
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Registration & transaction fee
IRS990/OtherExpensesGrp/FundraisingAmt06386
IRS990/OtherExpensesGrp/FundraisingAmt14373
IRS990/OtherExpensesGrp/FundraisingAmt21848
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03174
IRS990/OtherExpensesGrp/ProgramServicesAmt04148
IRS990/OtherExpensesGrp/ProgramServicesAmt12279
IRS990/OtherExpensesGrp/ProgramServicesAmt24221
IRS990/OtherExpensesGrp/ProgramServicesAmt34294
IRS990/OtherExpensesGrp/TotalAmt010534
IRS990/OtherExpensesGrp/TotalAmt19826
IRS990/OtherExpensesGrp/TotalAmt26069
IRS990/OtherExpensesGrp/TotalAmt34294
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020249
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020249
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020249
IRS990/OtherSalariesAndWagesGrp/TotalAmt060747
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0108050
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt078991
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01967
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01967
IRS990/PayrollTaxesGrp/ProgramServicesAmt01967
IRS990/PayrollTaxesGrp/TotalAmt05901
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt012988
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05536
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0480
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0636
IRS990/PrincipalOfficerNm0Kelley Earnhardt Miller
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0Various programs including:Online Auctions: 2016 marked the 7th year of The Dale Jr. Foundation using eBay as a platform for online auctions. Each week, the Dale Jr. Foundation puts a minimum of three items on eBay. Most of the items are autographed by NASCAR drivers; for example, Dale Earnhardt, Jr., Chase Elliott, Regan Smith, Kevin Harvick, etc. Typically, the items are race-used memorabilia, die casts cars, posters, hats, and shirts. Throughout the year in 2016, TDJF offered 2 different race weekend experiences. These experiences include tickets and behind the scenes access at different race tracks, and meet and greets with JR Motorsports drivers. 2016 was the third year that The Dale Jr. Foundation auctioned off Dale Earnhardt, Jr. race worn driving gloves, with 100% of the proceeds benefitting Nationwide Childrens Hospital. Online auctions provide income to TDJF throughout the year. The eBay store can be found at http://stores.ebay.com/The-Dale-Jr-Foundation.Driven to Give Dinner and Auction: In 2016, The Dale Jr. Foundation held the 6th annual Driven to Give Dinner and Auction. Driven to Give Dinner and Auction is an evening consisting of dinner, a live auction, silent auction, raffle, and entertainment for over 300 guests. The event was held at The Fillmore in Charlotte, NC and hosted by Dale Earnhardt, Jr. and Kenny Wallace with comedian guest Sinbad. The overall goal from the event is to raise funds for the charities supported by The Dale Jr. Foundation. Dale Jr. and Wallace held a live Q and A on stage, and introduced a video that educated guests on the initiatives and mission of The Dale Jr. Foundation, as well as recapped TDJFs overall efforts since inception in 2007. Ride Along Event: 2016 marked the 8th year, The Dale Jr. Foundation has held its annual Ride Along event. This year 10 Ride Along packages with Dale Earnhardt, Jr. were sold for $8,888 to TDJF partners, sponsors, and supporters. Throughout the year, these organizations use the packages as customer promotions, internal incentives, social media sweepstakes, and other initiatives. In October, the winners of each program are invited, with a guest, to race weekend in Charlotte. This year, the Ride Along event at Charlotte Motor Speedway occurred the Tuesday before the Charlotte races. The Ride Along event itself includes a Q and A session with Dale Earnhardt, Jr., a goody bag filled with exclusive items, a photo and autograph session with Dale and his car in Victory Lane, a DVD of the experience, and 3 laps around the race track with Tony Stewart and a 6 night stay at the Hampton Inn and Suites in Huntersville, NC. The winners are given tickets to the Cup and Xfinity races, as well as access to a pit and garage tour before the Xfinity race. The Ride Along event helps TDJF raise a significant amount of funds while giving fans, and supporters a chance to experience an awesome, once in a lifetime event.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt056404
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0521635
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0432132
IRS990/PYInvestmentIncomeAmt06792
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt085053
IRS990/PYOtherRevenueAmt0150442
IRS990/PYRevenuesLessExpensesAmt084264
IRS990/PYSalariesCompEmpBnftPaidAmt077420
IRS990/PYTotalExpensesAmt0594605
IRS990/PYTotalRevenueAmt0678869
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-51965
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0685683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0521635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0565092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0480788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0341290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02594488
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06751
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06792
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07258
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0243
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025508
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83430
IRS990ScheduleA/PublicSupportPY170Pct00.77530
IRS990ScheduleA/PublicSupportTotal170Amt02185936
IRS990ScheduleA/SubstantialContributorsTotAmt0408552
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0685683
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0521635
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0565092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0480788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0341290
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02594488
IRS990ScheduleA/TotalSupportAmt02619996
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt020393
IRS990ScheduleD/DonatedServicesUseFcltsAmt020393
IRS990ScheduleD/EquipmentGrp/BookValueAmt0158
IRS990ScheduleD/EquipmentGrp/DepreciationAmt018238
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018396
IRS990ScheduleD/ExpensesNotReportedAmt020393
IRS990ScheduleD/ExpensesSubtotalAmt0874775
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0347
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0347
IRS990ScheduleD/RevenueNotReportedAmt020393
IRS990ScheduleD/RevenueSubtotalAmt0822810
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0158
IRS990ScheduleD/TotalExpensesPerForm990Amt0874775
IRS990ScheduleD/TotalRevenuePerForm990Amt0822810
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0843203
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0895168
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0281928
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0218677
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt063251
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt096920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Driven to Give
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Ride Along
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0296556
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt085292
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0381848
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt077879
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt022041
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099920
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt096920
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt077879
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt019041
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt0102514
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt0229890
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt0229890
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt0127376
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt0102514
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt0102514
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOwnFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicensedStatesCd0AE
IRS990ScheduleG/LicensedStatesCd1AK
IRS990ScheduleG/LicensedStatesCd2AZ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$649,361
Liabilities
$82,810
Net assets
$566,551
Revenue
$822,810
Expenses
$874,775
Net income
-$51,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.75$0.80$0.05$0.91$1.73$0.82
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.08$0.77$1.10$0.88$0.22
2022Detailed filing. Detailed filing data is available for this year.$0.68$0.12$0.55$1.06$0.96$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.11$0.45$0.92$0.87$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.35$0.40$0.89$0.85$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.38$0.37$0.92$0.65$0.27
2018Detailed filing. Detailed filing data is available for this year.$0.55$0.44$0.10$0.68$0.98$0.30
2017Detailed filing. Detailed filing data is available for this year.$0.50$0.09$0.40$0.72$0.88$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.08$0.57$0.82$0.87$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.05$0.62$0.68$0.59$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.05$0.53$0.82$0.64$0.19
2013Detailed filing. Detailed filing data is available for this year.$0.38$0.03$0.35$0.60$0.43$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.05$0.18$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.01$0.12$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.01$0.04$0.35