Nonprofit · EIN 46-3097024
BALLAD RESEARCH INSTITUTE
Tax-exempt · SAN DIEGO, CA 92121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $421,391 | $421,826 | -$435 | $139,878 | $134,115 | $5,763 |
| June 30, 2024 | 990 | $361,380 | $374,518 | -$13,138 | $347,996 | $341,798 | $6,198 |
| June 30, 2023 | 990 | $497,451 | $483,239 | $14,212 | $412,019 | $392,683 | $19,336 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $425,422
- Program service revenue
- $0
- Investment income
- -$4,031
- Net gain from sales of assets
- -$4,031
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $88,481
- Salaries, compensation and benefits (total)
- $123,669
- Professional fundraising fees
- $0
- Accounting fees
- $850
- Occupancy
- $30,396
- Depreciation
- $856
- Program services (functional)
- $416,349
- Management and general (functional)
- $5,477
Balance sheet and other
- Total assets, start of year
- $347,996
- Total assets, end of year
- $139,878
- Total liabilities, end of year
- $134,115
- Net assets, end of year
- $5,763
- Net assets without donor restrictions
- $5,763
- Gross receipts
- $425,422
- Employees
- 0
- Year formed
- 2014
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNA DAVIES | CHAIR Trustee or director, Officer | 1 | $0 |
| SHEILA FERGUSON | Treasurer Trustee or director, Officer | 1 | $0 |
| Mark Hargreaves | member Trustee or director | 1 | $0 |
| Barb Lamb | member Trustee or director | 1 | $0 |
| John Bauer | member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNA DAVIES | CHAIR Trustee or director, Officer | 1 | $0 |
| SHEILA FERGUSON | Treasurer Trustee or director, Officer | 1 | $0 |
| Mark Hargreaves | member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOANNA DAVIES | CHAIR Trustee or director, Officer | 1 | $0 |
| SHEILA FERGUSON | Treasurer Trustee or director, Officer | 1 | $0 |
| Mark Hargreaves | member Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3525 JOHN HOPKINS CT STE 200, SAN DIEGO, CA 92121-1176
- In care of
- % JOANNA D DAVIES
- Mailing address (990-N for 2019)
- 10865 Road to the Cure, San Diego CA 92121
- Principal officer (990 for 2024)
- JOANNA DAVIES, 3525 JOHN HOPKINS CT STE 200, SAN DIEGO, CA 92121
- Principal officer (990-N for 2019)
- Joanna D Davies, 10865 Road to the Cure, San Diego CA 92121
- Signed the 990
- JOANNA DAVIES, CHAIR
- Phone
- (858) 200-7156
- Website
- WWW.BALLAD.ORG
- Return prepared by
- Leaf & Cole LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-3097024 or by the name BALLAD RESEARCH INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
The mission of Ballad is to support the early development of projects related to the treatment of human disease. These may include pilot studies, innovative high-risk/high-impact projects, or proof of concept studies. Ballad provides investigators, embarking on early development projects, with necessary laboratory facilities and infrastructure.
Program accomplishments
- Type 1 DiabetesBallad scientists have identified a new immune cell type in human blood. Children who are diagnosed with rapidly progressing type 1 diabetes have very few of these cells but children with less severe diabetes have almost normal numbers. More recently Ballad scientists have found that the cells they have discovered have the capacity to actively modulate inflammation. This is important because diabetes is an inflammatory disease and this might explain why having few of these cells is associated with worse disease. The next step in their research is to understand how to make more of these cells as a way of slowing progression, or reversing this devastating disease.In a linked but separate project, these scientists are working to understand whether the same cells are related to the development of diabetes in children who are genetically at-risk for developing type 1 diabetes. Neurological DisordersScientists at Ballad are working to understand how neurological disorders in people infected with HIV persist, despite treatment with antiretroviral drugs that control the infection. It also examines how cannabis use might be helpful in preventing neurological disorders in this population by strengthening blood vessel walls to prevent harmful inflammatory cells from migrating into the brain and by improving mobilization of drugs into the brain. It is hoped that these studies will lead to novel therapies to prevent neurological damage in people with HIV, as well as in other neurological disorders linked to aging and metabolic syndrome.Expenses $416,349
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 46-3097024
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Science and technology (U05)
- Assets (IRS master file)
- $139,878
- Income (IRS master file)
- $425,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $421,391 | $421,826 | $139,878 | IRS |
| 990 | June 2024 | $361,380 | $374,518 | $347,996 | IRS |
| 990 | June 2023 | $497,451 | $483,239 | $412,019 | XML |
| 990 | June 2022 | $289,346 | $292,065 | $520,000 | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-N for 2019 Officer: Joanna D Davies | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-3097024).
Questions about BALLAD RESEARCH INSTITUTE
- What is the EIN of BALLAD RESEARCH INSTITUTE?
- The employer identification number (EIN) of BALLAD RESEARCH INSTITUTE is 46-3097024.
- Is BALLAD RESEARCH INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to BALLAD RESEARCH INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BALLAD RESEARCH INSTITUTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BALLAD RESEARCH INSTITUTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BALLAD RESEARCH INSTITUTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BALLAD RESEARCH INSTITUTE?
- The 990 for the year ended June 30, 2025 names JOANNA DAVIES.
- Who are the officers and directors of BALLAD RESEARCH INSTITUTE?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does BALLAD RESEARCH INSTITUTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $421,391, expenses of $421,826 and total assets of $139,878 at year end.
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