Civic Intelligence

The Dale and Alice Ballard Charitable Foundation

990PF • Fiscal year 2019 • EIN 87-6237645

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 24, 2020

Organization Profile
2605 Washington BlvdOgden, UT 84401

(800) 516-5559

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

46th percentile

-0.2%

Faster asset growth than 46% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

35th percentile

-9.5%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$465,715

Down $786 (-0.2%) from 2018

Net Assets

Down

$465,715

Down $786 (-0.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin79th percentile

Revenue

Down

$14,142

Down $1,485 (-9.5%) from 2018

Expenses

Down

$10,824

Down $23,328 (-68%) from 2018

Net Income

Up

$3,318

Up $21,843 (+118%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$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

2019

Assets$465,715
Liabilities$0
Net Assets$465,715
Open 2019 Filing

Operations Trend

Revenue Growth35th percentile

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$14,142
Expenses$10,824
Net Income$3,318
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 24, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Skidmore & Olausson Pllc
Address
801 N 500 W STE 102, BOUNTIFUL, UT 84010
Preparer
Hokan Olausson CPA
Phone
8019518900
Raw XML Appendix241 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/USAddress/CityNm0Draper
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TaxesSchedule/TaxesDetail/Amt0308
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0876237645
ReturnHeader/Filer/PhoneNum08005165559
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ReturnHeader/Filer/USAddress/CityNm0Ogden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208959260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SKIDMORE & OLAUSSON PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 N 500 W STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUNTIFUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084010
ReturnHeader/PreparerPersonGrp/PhoneNum08019518900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Hokan Olausson CPA
ReturnHeader/ReturnTs02020-03-24T15:15:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$465,715
Liabilities
$0
Net assets
$465,715
Revenue
$14,142
Expenses
$10,824
Net income
$3,318
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