Henry Dahlberg Foundation

Nonprofit profile at a glance

EIN
237030927
IRS 990-PF coverage
2011–2024
Forms available
Form 990-PF 2024
Location
Prescott, AZ, USA
Phone
9284453778
Rating
84
Verdict
STRONG
Rating confidence
Standard

Reported finances

Revenue
$29,470
Expenses
$29,950

Source: IRS Form 990-PF. Selected filing: tax year 2024. Amounts in USD.

Overview

Mission

Henry Dahlberg Foundation is a nonprofit. Location: Prescott, AZ. EIN 237030927. Tax year 2024 Form 990-PF reports $29.5K revenue and $29.9K expenses.

What it reported funding in 2024

The foundation reported 18 grants totaling $9,300. The stated grant purposes included contribution made for expenses of educational camp experience for disabled persons, contribution made as unrestricted gift to be used for operating expenses of the center in support of their mission to bring science based environmental education to the community, and contribution made as unrestricted gift to preserve and protect open space, wildlife habitat, and working agricultural lands in central and northern arizona, plus 14 other reported purposes.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Hybrid. The foundation combined direct charitable work with grants to other organizations or people.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. A relatively small share of spending goes to grants and the filing reports one or more activities that warrant closer review.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 31
  • Transparency: 100
  • Compliance: 98
  • Endowment Health: 86

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 63rd percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 31.1%; rating input score 31; 18th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Fail
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 26.54; rating input score 86; 86th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 86th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 13 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 19 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Cost Efficiency: Grant expense ratio scored 31/100.
  • Review — Compliance: Part VII-B activity disclosures: Compensation paid to a disqualified person not reported.