Roland G Balg Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Roland G Balg Charitable Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1977, with $94,620 in FY2023 revenue. CharityIndex grades it D.
Po Box 653067, Dallas, TX, 75265 EIN 36-6650606 Since 1977
Revenue (FY2023)
$95K
▲ 741.0% vs prior year
Expenses (FY2023)
$137K
Net assets
$2.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Roland G Balg Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating220 mo reserves · -45% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Roland G Balg Charitable Trust: 220 mo reserves · -45% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Roland G Balg Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Roland G Balg Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue grew from $87K (FY2014) to $95K (FY2023) across 9 reported years.
Financial snapshot
Financial health & position (FY2023)
Liabilities $0Net assets $2.5M
Operating margin
-45.0%
Spent more than it raised in the latest fiscal year.
Total assets
$2.5M
Total liabilities
$0
Net assets
$2.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $94,620▲741% | $137,206▼33.2% | $2,519,671▲2.4% | $2,519,671▲2.4% | 990PF |
| 2022 | -$14,762▼103% | $205,467▲2.8% | $2,461,134▼6.3% | $2,461,134▼6.3% | 990PF |
| 2021 | $497,222▲167% | $199,884▲18.8% | $2,627,803▼3.4% | $2,627,803▼3.4% | 990PF |
| 2020 | $186,075▼20.5% | $168,294▲11.9% | $2,721,062▲17.9% | $2,721,062▲17.9% | 990PF |
| 2019 | $234,076▲55.0% | $150,373▼6.1% | $2,308,338 | $2,308,338 | 990PF |
| 2018 | $150,980▼36.4% | $160,181▲3.3% | $2,308,376▼1.7% | $2,308,376▼1.7% | 990PF |
| 2017 | $237,497▲64.6% | $155,076▲4.1% | $2,348,423▲3.8% | $2,348,423▲3.8% | 990PF |
| 2016 | $144,317▲65.4% | $148,927▼4.3% | $2,262,404▼4.4% | $2,262,404▼4.4% | 990PF |
| 2014 | $87,279 | $155,591 | $2,366,075 | $2,366,075 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Roland G Balg Charitable Trust a legitimate nonprofit?
- Yes. Roland G Balg Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 36-6650606, based in Dallas, Texas. Donations are tax-deductible.
- What is Roland G Balg Charitable Trust's EIN?
- Roland G Balg Charitable Trust's Employer Identification Number (EIN) is 36-6650606.
- How much revenue does Roland G Balg Charitable Trust report?
- Roland G Balg Charitable Trust reported $94,620 in total revenue on its fiscal year 2023 IRS Form 990 filing.
- What financial grade does Roland G Balg Charitable Trust have?
- CharityIndex grades Roland G Balg Charitable Trust D, based on financial health (reserves and operating margin).
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Data for Roland G Balg Charitable Trust (EIN 36-6650606) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.