BALLANTYNE SOCIAL WELFARE TRUST 1020000405

EIN: 926563440 Philanthropy & Grantmaking

GRAND FORKS, ND

Total Revenue
$5,893,480
Total Expenses
$3,757
Total Assets
$5,889,723
Net Assets
$5,889,723
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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
2023
Legal Domicile
ND
Principal Officer
SANDY KORBEL
Phone
7017953212
Tax Period
2023-05-03 to 2023-12-31

BALLANTYNE SOCIAL WELFARE TRUST 1020000405, founded in 2023, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.9M in total revenue in fiscal year 2023. The organization ran a surplus of $5.9M, a strong 100% operating margin.

Mission

Trust will make grants for one or more eligible social welfare purpose as appropriate within the intent of the donor

Program Service Accomplishments

Program 1

Trust will make grants for one or more eligible social welfare purpose as appropriate within the intent of the donor

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,869,863
Program Service Revenue $0
Investment Income $23,617
Other Revenue $0
TOTAL REVENUE $5,893,480

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,757
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $3,757

Year-over-Year Comparison

2023 2022 Change
Revenue $5,893,480 N/A N/A
Expenses $3,757 N/A N/A
Net Income $5,889,723 $0 N/A
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALERUSFINANCIAL TRUSTEE 1.0
$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
2024 No data No data No data No data
2023 $5,893,480 $3,757 $5,889,723 $5,889,723
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