THE DALE JR FOUNDATION (EIN 208353637) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

KELLEY EARNHARDT MILLER

Phone

7042645224

Tax Period

2025-01-01 to 2025-12-31

THE DALE JR FOUNDATION, founded in 2007, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.7M in total revenue in fiscal year 2025. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $479K, a strong 28% operating margin.

Mission

GIVING UNDERPRIVILEGED INDIVIDUALS, WITH A FOCUS ON YOUTH, THE RESOURCES TO IMPROVE THEIR CONFIDENCE AND EDUCATION, AND THE OPPORTUNITY TO ACHIEVE EXTRAORGINARY GOALS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,047,034

Program Service Revenue $0

Investment Income $23,313

Other Revenue $647,785

TOTAL REVENUE $1,718,132

Expense Breakdown

Grants Paid $1,029,928

Salaries & Benefits $117,392

Fundraising Expenses $94,606

Program Expenses $1,084,329

Other Expenses $91,910

TOTAL EXPENSES $1,239,230

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,718,132	$909,228	+0.9%
Expenses	$1,239,230	$1,725,551	-0.3%
Net Income	$478,902	$-816,323	-1.6%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DALE EARNHARDT JR	PRESIDENT	0.00	Officer Director	$0	$0	$0
KELLEY EARNHARDT MILLER	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
JENNI LEIBEE	SECRETARY	1.00	Officer Director	$0	$0	$0
DENISE SOMERS	TREASURER	1.50	Officer Director	$0	$0	$0
STOKELY G CALDWELL JR	DIRECTOR	0.25	Director	$0	$0	$0
CHRIS NICHOLS	DIRECTOR	0.25	Director	$0	$0	$0
CATHY EARNHARDT WATKINS	DIRECTOR	0.25	Director	$0	$0	$0
JACKIE KELLER	DIRECTOR	0.25	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$1,718,132	$1,239,230	$935,274	$478,902
2024	$909,228	$1,725,551	$751,759	$-816,323
2023	$1,099,291	$883,796	$852,190	$215,495
2022	$1,063,800	$961,758	$676,599	$102,042
2021	$916,200	$870,477	$560,643	$45,723
2020	$886,691	$852,650	$756,901	$34,041
2019	$919,143	$652,518	$754,128	$266,625
2018	$683,501	$983,318	$545,449	$-299,817

THE DALE JR FOUNDATION