Civic Intelligence

Dale & Alice Ballard Charitable Foundation

EIN 87-6237645 • Ogden, UT

2605 Washington BlvdOgden, UT 84401
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

91st percentile

58%

Higher net margin than 91% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

69th percentile

8.5%

Faster asset growth than 69% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

143%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$452,869

Up $35,558 (+8.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$452,869

Up $35,558 (+8.5%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin91st percentile

Revenue

Up

$28,049

Up $16,507 (+143%) from 2023

Expenses

Down

$11,678

Down $20,146 (-63%) from 2023

Net Income

Up

$16,371

Up $36,653 (+181%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $36,054Liabilities 2011: $02011Assets 2012: $516,560Liabilities 2012: $02012Assets 2013: $521,219Liabilities 2013: $02013Assets 2014: $523,420Liabilities 2014: $02014Assets 2015: $512,644Liabilities 2015: $02015Assets 2017: $485,026Liabilities 2017: $0Net Assets 2017: $485,0262017Assets 2018: $466,501Liabilities 2018: $0Net Assets 2018: $466,5012018Assets 2019: $465,715Liabilities 2019: $0Net Assets 2019: $465,7152019Assets 2020: $510,141Liabilities 2020: $0Net Assets 2020: $510,1412020Assets 2021: $545,135Liabilities 2021: $0Net Assets 2021: $545,1352021Assets 2022: $399,079Liabilities 2022: $0Net Assets 2022: $399,0792022Assets 2023: $417,311Liabilities 2023: $0Net Assets 2023: $417,3112023Assets 2024: $452,869Liabilities 2024: $0Net Assets 2024: $452,8692024

Highlighted filing

2024

Assets$452,869
Liabilities$0
Net Assets$452,869
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $1,429Expenses 2011: $1,000Net Income 2011: $4292011Revenue 2012: $483,306Expenses 2012: $2,800Net Income 2012: $480,5062012Revenue 2013: $48,572Expenses 2013: $43,913Net Income 2013: $4,6592013Revenue 2014: $32,913Expenses 2014: $30,712Net Income 2014: $2,2012014Revenue 2015: $23,984Expenses 2015: $34,760Net Income 2015: -$10,7762015Revenue 2017: $30,529Expenses 2017: $36,901Net Income 2017: -$6,3722017Revenue 2018: $15,627Expenses 2018: $34,152Net Income 2018: -$18,5252018Revenue 2019: $14,142Expenses 2019: $10,824Net Income 2019: $3,3182019Revenue 2020: $13,686Expenses 2020: $10,019Net Income 2020: $3,6672020Revenue 2021: $45,154Expenses 2021: $12,038Net Income 2021: $33,1162021Revenue 2022: $12,906Expenses 2022: $60,617Net Income 2022: -$47,7112022Revenue 2023: $11,542Expenses 2023: $31,824Net Income 2023: -$20,2822023Revenue 2024: $28,049Expenses 2024: $11,678Net Income 2024: $16,3712024

Highlighted filing

2024

Revenue$28,049
Expenses$11,678
Net Income$16,371
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$452,869
Liabilities
$0
Net assets
$452,869
Revenue
$28,049
Expenses
$11,678
Net income
$16,371
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.28$0.12$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.12$0.32$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.13$0.61$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.45$0.12$0.33
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.14$0.10$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.66$0.00$4.66$0.14$0.11$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.16$0.34$0.19
2017Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.31$0.37$0.06
2015Summary only. Only limited summary data is available for this year.$5.13$0.00$0.24$0.35$0.11
2014Summary only. Only limited summary data is available for this year.$5.23$0.00$0.33$0.31$0.02
2013Summary only. Only limited summary data is available for this year.$5.21$0.00$0.49$0.44$0.05
2012Summary only. Only limited summary data is available for this year.$5.17$0.00$4.83$0.03$4.81
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dale H Ballard JrFound. Mgr.-$0--
Bank of Utah TrusteeTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dale & Alice Ballard
EIN
87-6237645
Phone
8005165559
Address
2605 Washington Blvd, Ogden, UT 84401

Signing Officer

Name
Bank of Utah Trustee
Title
Trustee
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Skidmore & Olausson Pllc
Address
1010 N 500 E STE 115, NORTH SALT LAKE, UT 84054
Preparer
Hokan Olausson CPA
Phone
8019518900
Raw XML Appendix223 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 N 500 E STE 115
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH SALT LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084054
ReturnHeader/PreparerPersonGrp/PhoneNum08019518900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hokan Olausson CPA
ReturnHeader/ReturnTs02025-09-30T14:17:10-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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