Civic Intelligence

The Ballard Foundation

990PF • Fiscal year 2014 • EIN 45-4077080

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

16223 Park RowHouston, TX 77084

(281) 451-2351

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.40x

Higher debt load relative to assets than 73% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

27.93x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Net Margin

2nd percentile

-242%

Higher net margin than 2% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

26th percentile

$0

Higher top officer pay than 26% of similar nonprofits.

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

2014 filings • $5M-$10M nonprofits • Source year 2014

Asset Growth

2nd percentile

-34%

Faster asset growth than 2% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-34%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • $5M-$10M nonprofits • Annualized from 2013 to 2014

Assets

Down

$6,298,372

Down $3,218,049 (-34%) from 2013

Net Assets

Down

$3,798,372

Down $3,218,049 (-46%) from 2013

Liabilities

Flat

$2,500,000

Flat from 2013

Revenue

Down

$89,505

Down $45,701 (-34%) from 2013

Expenses

Down

$305,703

Down $96,429 (-24%) from 2013

Net Income

Up

-$216,198

Up $50,728 (+19%) from 2013

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2012: $6,680,428Liabilities 2012: $0Net Assets 2012: $6,680,4282012Assets 2013: $9,516,421Liabilities 2013: $2,500,000Net Assets 2013: $7,016,4212013Assets 2014: $6,298,372Liabilities 2014: $2,500,000Net Assets 2014: $3,798,3722014Assets 2015: $5,501,875Liabilities 2015: $2,500,000Net Assets 2015: $3,001,8752015Assets 2016: $2,878,833Liabilities 2016: $0Net Assets 2016: $2,878,8332016Assets 2017: $2,431,526Liabilities 2017: $0Net Assets 2017: $2,431,5262017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$6,298,372
Liabilities$2,500,000
Net Assets$3,798,372

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $1,634,3872012Revenue 2013: $135,206Expenses 2013: $402,132Net Income 2013: -$266,9262013Revenue 2014: $89,505Expenses 2014: $305,703Net Income 2014: -$216,1982014Revenue 2015: $124,138Expenses 2015: $521,849Net Income 2015: -$397,7112015Revenue 2016: $94,108Expenses 2016: $510,660Net Income 2016: -$416,5522016Revenue 2017: $57,039Expenses 2017: $331,211Net Income 2017: -$274,1722017Revenue 2018: $95,534Expenses 2018: $3,025,781Net Income 2018: -$2,930,2472018

Highlighted filing

2014

Revenue$89,505
Expenses$305,703
Net Income-$216,198
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWIN LEE BALLARDDirectorPT$0--
RACHEL MARIA BALLARDDirector-$0--
DUVAL MEADE MCDANIELSDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Ballard Foundation
EIN
45-4077080
Phone
2814512351
Address
16223 Park Row, Houston, TX 77084

Signing Officer

Name
Edwin Ballard
Title
Director
Phone
2814512351
Signed
2015-05-08

Preparer

Firm
Turlington Reeves & Orlando PLLC
Address
16430 Park Ten Place Suite 275, Houston, TX 77084
Preparer
James T Turlington
Phone
2813985661
Raw XML Appendix364 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.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EDWIN LEE BALLARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1RACHEL MARIA BALLARD
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Turlington Reeves & Orlando PLLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02813985661
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Covenant House TexasProvides funds to serve homeless youth with a network ofshelters across America.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Christ Clinic of KatyOffers high quality healthcare and health related servicesto those who are uninsured or underinsured.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Can Care, Inc.Provides funds to provide free and confidential emotionalsupport and resources to those battling cancer.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description4Txt0Krause Children's Treatment Center - Provides funds fortreatement and residential facilities for childrenages 12-16 who have been neglected or abused.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt044000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt042000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt035000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt077600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt277600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt344000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt542000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medical research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1for individuals displaced dueProvide Temporary Housing forto a serious medical condition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2center for abused &Residential treatmentneglected children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3with a network of sheltersServing homeless youthacross the Americas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4support and resources to thoseProvide free and confidential emotionalcurrently facing a battle with cancer
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5by offering high quality healthcareServing the uninsured or underinsured& health related services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6and wellness programsServes at risk children and promtes health
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Cinco Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Krause Children's Treatment Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Covenant House of Texas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Friends Of CanCare
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Christ Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Clothed by Faith
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501 (c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06301 Richmond Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt122762 Westheimer Pkwy Suite 430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 140767
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31111 Lovett Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt49575 Katy Fwy Suite 428
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55504 First St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt621811 Katy Freeway Suite D105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Katy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Austin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Katy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Katy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd177450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd278714
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd377006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd477024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd577493
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677450
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0205300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0324710
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02520073
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01664689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05328137
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01143375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02520073
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01664689
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01143375
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01143375
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0329167
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05328137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04184762
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0324710
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0329167
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03068
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1266400
OtherDecreasesSchedule/OtherDecreasesDetail/Amt23119577
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Income Tax Expense
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Unrealized Loss on Securities
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2I-T-D The Ballard House expenditures
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt046004
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt046004
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt056
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt146004
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0104778
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1282416
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gain Distributions
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1Gain on Securities Sold
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0150
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0150
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWIN BALLARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02814512351
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Ballard Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0454077080
ReturnHeader/Filer/PhoneNum02814512351
ReturnHeader/Filer/USAddress/AddressLine1Txt016223 Park Row
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Turlington Reeves & Orlando PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016430 Park Ten Place Suite 275
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077084
ReturnHeader/PreparerPersonGrp/PhoneNum02813985661
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES T TURLINGTON
ReturnHeader/ReturnTs02015-11-13T07:59:17-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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