Civic Intelligence

Ballew Foundation

990PF • Fiscal year 2014 • EIN 75-2806799

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 20, 2015

Organization Profile
6908 Sugartree LaneFrisco, TX 75034

(972) 704-3962

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

96th percentile

1.14x

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

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

83rd percentile

34%

Faster asset growth than 83% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

96th percentile

230%

Faster revenue growth than 96% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$268,686

Up $68,728 (+34%) from 2013

Net Assets

Up

$265,282

Up $68,728 (+35%) from 2013

Liabilities

Flat

$3,404

Flat from 2013

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin72nd percentile

Revenue

Up

$2,984

Up $2,079 (+230%) from 2013

Expenses

Down

$2,519

Down $6,396 (-72%) from 2013

Net Income

Up

$465

Up $8,475 (+106%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$600K$400K$200K$0Assets 2010: $155,188Liabilities 2010: $5,943Net Assets 2010: $149,2452010Assets 2011: $143,459Liabilities 2011: $3,404Net Assets 2011: $140,0552011Assets 2012: $157,348Liabilities 2012: $3,404Net Assets 2012: $153,9442012Assets 2013: $199,958Liabilities 2013: $3,404Net Assets 2013: $196,5542013Assets 2014: $268,686Liabilities 2014: $3,404Net Assets 2014: $265,2822014Assets 2015: $224,565Liabilities 2015: $3,404Net Assets 2015: $221,1612015Assets 2016: $216,597Liabilities 2016: $29,139Net Assets 2016: $187,4582016Assets 2017: $201,546Liabilities 2017: $3,888Net Assets 2017: $197,6582017Assets 2018: $169,052Liabilities 2018: $3,888Net Assets 2018: $165,1642018Assets 2019: $234,027Liabilities 2019: $3,888Net Assets 2019: $230,1392019Assets 2020: $298,701Liabilities 2020: $4,288Net Assets 2020: $294,4132020Assets 2021: $382,647Liabilities 2021: $3,888Net Assets 2021: $378,7592021Assets 2022: $271,877Liabilities 2022: $10,038Net Assets 2022: $261,8392022Assets 2023: $357,819Liabilities 2023: $3,888Net Assets 2023: $353,9312023Assets 2024: $413,899Liabilities 2024: $3,888Net Assets 2024: $410,0112024

Highlighted filing

2014

Assets$268,686
Liabilities$3,404
Net Assets$265,282
Open 2014 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100K-$200KExpenses 2010: $3,6942010Expenses 2011: $3,2152011Expenses 2012: $3,3132012Revenue 2013: $905Expenses 2013: $8,915Net Income 2013: -$8,0102013Revenue 2014: $2,984Expenses 2014: $2,519Net Income 2014: $4652014Revenue 2015: -$30,669Expenses 2015: $13,452Net Income 2015: -$44,1212015Revenue 2016: $3,216Expenses 2016: $36,919Net Income 2016: -$33,7032016Revenue 2017: $28,308Expenses 2017: $18,108Net Income 2017: $10,2002017Revenue 2018: -$20,541Expenses 2018: $11,953Net Income 2018: -$32,4942018Revenue 2019: $71,610Expenses 2019: $6,635Net Income 2019: $64,9752019Revenue 2020: $76,977Expenses 2020: $12,703Net Income 2020: $64,2742020Revenue 2021: $96,252Expenses 2021: $11,906Net Income 2021: $84,3462021Revenue 2022: -$96,680Expenses 2022: $20,240Net Income 2022: -$116,9202022Revenue 2023: $108,796Expenses 2023: $16,704Net Income 2023: $92,0922023Revenue 2024: $80,140Expenses 2024: $24,060Net Income 2024: $56,0802024

Highlighted filing

2014

Revenue$2,984
Expenses$2,519
Net Income$465
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 20, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE BALLEWCEO-$0--
DONNA BALLEWSecretary-$0--
KATHLEEN BALLEWPresident-$0--
Filing and Contact Details

Filer

Filer Name
Ballew Foundation
EIN
75-2806799
Phone
9727043962
Address
6908 SUGARTREE LANE, FRISCO, TX 75034

Signing Officer

Name
Joe Ballew
Title
Officer
Phone
9727043962
Signed
2015-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Montgomery Coscia Greilich Llp
Address
2500 DALLAS PARKWAY SUITE 300, PLANO, TX 75093
Preparer
Laureen F Noonan
Phone
9727480300
Raw XML Appendix356 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2146004
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CHARLES SCHWAB EQUITIES COST
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02013
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOE BALLEW
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06908 SUGARTREE LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FRISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd075034
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09727043962
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PASSION FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1KENNA'S KIDS GOLF TOURNAMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04809 COLE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 177
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DALLAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1FRISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175034
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01100
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01100
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011507
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt017398
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01100
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt017398
IRS990PF/UndistributedIncomeGrp/Taxable2Amt07606
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt017398
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011507
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08706
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MAGELLAN MIDSTREAM ND EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01705
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-79
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MAGELLAN MIDSTREAM ORDINARY GAIN(LOSS)
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MAGELLAN MIDSTREAM SECT 1231 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01705
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01705
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-79
OtherIncreasesSchedule/OtherIncreasesDetail/Amt068263
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN(LOSS)
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt03404
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO JOE BALLEW
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03404
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE BALLEW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09727043962
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALLEW FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0752806799
ReturnHeader/Filer/PhoneNum09727043962
ReturnHeader/Filer/USAddress/AddressLine1Txt06908 SUGARTREE LANE
ReturnHeader/Filer/USAddress/CityNm0FRISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752919818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MONTGOMERY COSCIA GREILICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 DALLAS PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLANO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075093
ReturnHeader/PreparerPersonGrp/PhoneNum09727480300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAUREEN F NOONAN
ReturnHeader/ReturnTs02015-07-20T12:56:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$268,686
Liabilities
$3,404
Net assets
$265,282
Revenue
$2,984
Expenses
$2,519
Net income
$465
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.04$4.10$0.80$0.24$0.56
2023Detailed filing. Detailed filing data is available for this year.$3.58$0.04$3.54$1.09$0.17$0.92
2022Detailed filing. Detailed filing data is available for this year.$2.72$0.10$2.62$0.97$0.20$1.17
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.04$3.79$0.96$0.12$0.84
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.04$2.94$0.77$0.13$0.64
2019Detailed filing. Detailed filing data is available for this year.$2.34$0.04$2.30$0.72$0.07$0.65
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.04$1.65$0.21$0.12$0.32
2017Detailed filing. Detailed filing data is available for this year.$2.02$0.04$1.98$0.28$0.18$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.17$0.29$1.87$0.03$0.37$0.34
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.03$2.21$0.31$0.13$0.44
2014Detailed filing. Detailed filing data is available for this year.$2.69$0.03$2.65$0.03$0.03$0.00
2013Detailed filing. Detailed filing data is available for this year.$2.00$0.03$1.97$0.01$0.09$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.57$0.03$1.54$0.03
2011Detailed filing. Detailed filing data is available for this year.$1.43$0.03$1.40$0.03
2010Detailed filing. Detailed filing data is available for this year.$1.55$0.06$1.49$0.04