Civic Intelligence

Ballyneal Foundation

990 • Fiscal year 2022 • EIN 82-4596546

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization Profilewww.ballyneal.com
One Ballyneal LaneHolyoke, CO 80734

(970) 854-5900

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

61st percentile

8.8%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$474,933

Up $38,266 (+8.8%) from 2021

Net Assets

Up

$474,933

Up $38,266 (+8.8%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin88th percentile

Revenue

Down

$189,790

Down $40,088 (-17%) from 2021

Expenses

Up

$98,358

Up $40,868 (+71%) from 2021

Net Income

Down

$91,432

Down $80,956 (-47%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.0M$500K$0Assets 2019: $204,731Liabilities 2019: $0Net Assets 2019: $204,7312019Assets 2020: $261,995Liabilities 2020: $0Net Assets 2020: $261,9952020Assets 2021: $436,667Liabilities 2021: $0Net Assets 2021: $436,6672021Assets 2022: $474,933Liabilities 2022: $0Net Assets 2022: $474,9332022Assets 2023: $678,051Liabilities 2023: $0Net Assets 2023: $678,0512023Assets 2024: $866,156Liabilities 2024: $0Net Assets 2024: $866,1562024

Highlighted filing

2022

Assets$474,933
Liabilities$0
Net Assets$474,933
Open 2022 Filing

Operations Trend

Revenue Growth25th percentile

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

$300K$200K$100K$0Revenue 2019: $173,592Expenses 2019: $20,576Net Income 2019: $153,0162019Revenue 2020: $95,246Expenses 2020: $37,982Net Income 2020: $57,2642020Revenue 2021: $229,878Expenses 2021: $57,490Net Income 2021: $172,3882021Revenue 2022: $189,790Expenses 2022: $98,358Net Income 2022: $91,4322022Revenue 2023: $257,994Expenses 2023: $98,616Net Income 2023: $159,3782023Revenue 2024: $268,632Expenses 2024: $106,049Net Income 2024: $162,5832024

Highlighted filing

2022

Revenue$189,790
Expenses$98,358
Net Income$91,432
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$220,158
Mission and Program Overview

Mission

Granting of educational scholarships and awards to local nonprofit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$243,669$255,924▲ $12,255
Cash and Non-Interest-Bearing Accounts$114,081$204,603▲ $90,522
Savings and Temporary Cash Investments$78,917$14,406▼ $64,511
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$436,667$474,933▲ $38,266
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$436,667$474,933▲ $38,266
Total Net Assets Fund Balance$436,667$474,933▲ $38,266
Total Liabilities and Net Assets / Fund Balance$436,667$474,933▲ $38,266
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
John CurlanderChairman
Scott SzaboVice Chairman
Michael UnderwoodDirector
Russell SpragueDirector
Dave HensleySecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$182,162
Program Service Revenue
$0
Investment Income
$2,246
Other Revenue
$5,382
All Other Contributions
$182,162
Change in Net Assets
$91,432
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$93,595
Other Expenses$4,763
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$61,000--$61,000
Grants to Domestic Orgs$32,595--$32,595
Fees for Service Investment Mgmnt Fees-$1,336-$1,336
Fees for Services Accounting-$1,250-$1,250
Advertising-$1,005-$1,005
Insurance-$753-$753
Other Expenses-$90-$90
Total Functional Expenses$93,595$4,763$0$98,358
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evans Scholars FoundationGlenview, IL-Scholarship funds for golf caddies$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,382
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
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, Section B, Line 11B

“A copy of Form 990 is reviewed for completeness by the entity's accountant and members of the governing board.”

Form 990, Part VI, Section B, Line 12C

“Compliance is done by ongoing disclosure from members of the governing board. The conflict of interest policy applies to all members of the governing board and conflicts are self-reported. Any members of the governing board who determine they have a conflict of interest must abstain from voting on the issue in question.”

Form 990, Part VI, Section C, Line 19

“The Organization's governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ballyneal Foundation
EIN
82-4596546
Phone
9708545900
Address
One Ballyneal Lane, Holyoke, CO 80734

Signing Officer

Name
John Curlander
Title
Chairman
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
2018
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Lauer Szabo & Associates PC
Address
PO Box 1886 - 205 Main Street, Sterling, CO 80751
Preparer
Michael S Szabo
Phone
9705222218
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0229878
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt094730
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0193819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt051715
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0753846
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
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt061000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships for students attending
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt019
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarship funds for golf caddies
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Evans Scholars Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0362518129
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02501 Patriot Boulevard
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Glenview
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060026
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of Form 990 is reviewed for completeness by the entity's accountant and members of the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Compliance is done by ongoing disclosure from members of the governing board. The conflict of interest policy applies to all members of the governing board and conflicts are self-reported. Any members of the governing board who determine they have a conflict of interest must abstain from voting on the issue in question.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Organization's governing documents are made available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0436667
IRS990/TotalAssetsEOYAmt0474933
IRS990/TotalAssetsGrp/BOYAmt0436667
IRS990/TotalAssetsGrp/EOYAmt0474933
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0182162
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04763
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093595
IRS990/TotalFunctionalExpensesGrp/TotalAmt098358
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0436667
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0474933
IRS990/TotalProgramServiceExpensesAmt093595
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02246
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0189790
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0436667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0474933
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0One Ballyneal Lane
IRS990/USAddress/CityNm0Holyoke
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080734
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.ballyneal.com
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0John Curlander
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ballyneal Foundation
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0824596546
ReturnHeader/Filer/PhoneNum09708545900
ReturnHeader/Filer/USAddress/AddressLine1Txt0One Ballyneal Lane
ReturnHeader/Filer/USAddress/CityNm0Holyoke
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080734
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841154648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lauer Szabo & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1886 - 205 Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sterling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080751

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,933
Liabilities
$0
Net assets
$474,933
Revenue
$189,790
Expenses
$98,358
Net income
$91,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.66$0.00$8.66$2.69$1.06$1.63
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.78$0.00$6.78$2.58$0.99$1.59
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$1.90$0.98$0.91
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.37$0.00$4.37$2.30$0.57$1.72
2020Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.95$0.38$0.57
2019Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.74$0.21$1.53