Civic Intelligence

The Dalton Club Inc

EIN 04-6130112 • 501(c)7 • Newburyport, MA

Profile

The Dalton Club is a social club organized for the purpose of maintaining a historic building.

PO Box 1023Newburyport, MA 01950

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.14x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.51x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)7 • $500k-$1M nonprofits • Source year 2024

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

501(c)7 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$578,620

Up $57,466 (+11%) from 2023

Liabilities

Up

$82,175

Up $29,325 (+55%) from 2023

Net Assets

Up

$496,445

Up $28,141 (+6.0%) from 2023

Revenue

Down

$160,434

Down $20,852 (-12%) from 2023

Expenses

Down

$129,733

Down $15,574 (-11%) from 2023

Net Income

Down

$30,701

Down $5,278 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $405,103Liabilities 2010: $4,335Net Assets 2010: $400,7682010Assets 2011: $429,514Liabilities 2011: $22,2852011Assets 2012: $443,501Liabilities 2012: $16,030Net Assets 2012: $427,4712012Assets 2013: $471,030Liabilities 2013: $41,498Net Assets 2013: $429,5322013Assets 2014: $478,653Liabilities 2014: $43,186Net Assets 2014: $435,4672014Assets 2015: $465,071Liabilities 2015: $39,078Net Assets 2015: $425,9932015Assets 2016: $438,128Liabilities 2016: $4,318Net Assets 2016: $433,8102016Assets 2017: $486,245Liabilities 2017: $47,070Net Assets 2017: $439,1752017Assets 2018: $436,835Liabilities 2018: $6,289Net Assets 2018: $430,5462018Assets 2019: $457,277Liabilities 2019: $27,627Net Assets 2019: $429,6502019Assets 2020: $408,389Liabilities 2020: $12,833Net Assets 2020: $395,5562020Assets 2021: $466,906Liabilities 2021: $33,030Net Assets 2021: $433,8762021Assets 2022: $493,783Liabilities 2022: $61,079Net Assets 2022: $432,7042022Assets 2023: $521,154Liabilities 2023: $52,850Net Assets 2023: $468,3042023Assets 2024: $578,620Liabilities 2024: $82,175Net Assets 2024: $496,4452024

Highlighted filing

2024

Assets$578,620
Liabilities$82,175
Net Assets$496,445

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100KRevenue 2010: $64,732Expenses 2010: $61,955Net Income 2010: $2,7772010Revenue 2011: $69,187Expenses 2011: $62,726Net Income 2011: $6,4612011Revenue 2012: $91,650Expenses 2012: $71,408Net Income 2012: $20,2422012Revenue 2013: $99,281Expenses 2013: $97,220Net Income 2013: $2,0612013Revenue 2014: $108,714Expenses 2014: $102,779Net Income 2014: $5,9352014Revenue 2015: $81,706Expenses 2015: $91,180Net Income 2015: -$9,4742015Revenue 2016: $103,167Expenses 2016: $95,350Net Income 2016: $7,8172016Revenue 2017: $98,072Expenses 2017: $92,707Net Income 2017: $5,3652017Revenue 2018: $96,808Expenses 2018: $105,437Net Income 2018: -$8,6292018Revenue 2019: $80,312Expenses 2019: $96,869Net Income 2019: -$16,5572019Revenue 2020: $90,339Expenses 2020: $116,115Net Income 2020: -$25,7762020Revenue 2021: $112,862Expenses 2021: $79,069Net Income 2021: $33,7932021Revenue 2022: $100,963Expenses 2022: $105,189Net Income 2022: -$4,2262022Revenue 2023: $181,286Expenses 2023: $145,307Net Income 2023: $35,9792023Revenue 2024: $160,434Expenses 2024: $129,733Net Income 2024: $30,7012024

Highlighted filing

2024

Revenue$160,434
Expenses$129,733
Net Income$30,701

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.79$0.82$4.96$1.60$1.30$0.31
2023Detailed filing. Detailed filing data is available for this year.$5.21$0.53$4.68$1.81$1.45$0.36
2022Detailed filing. Detailed filing data is available for this year.$4.94$0.61$4.33$1.01$1.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.33$4.34$1.13$0.79$0.34
2020Detailed filing. Detailed filing data is available for this year.$4.08$0.13$3.96$0.90$1.16$0.26
2019Detailed filing. Detailed filing data is available for this year.$4.57$0.28$4.30$0.80$0.97$0.17
2018Detailed filing. Detailed filing data is available for this year.$4.37$0.06$4.31$0.97$1.05$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.47$4.39$0.98$0.93$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.38$0.04$4.34$1.03$0.95$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.65$0.39$4.26$0.82$0.91$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.43$4.35$1.09$1.03$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.71$0.41$4.30$0.99$0.97$0.02
2012Summary only. Only limited summary data is available for this year.$4.44$0.16$4.27$0.92$0.71$0.20
2011Summary only. Only limited summary data is available for this year.$4.30$0.22$0.69$0.63$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.04$4.01$0.65$0.62$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 17, 2025
Return Version
2024v5.2
Gross Receipts
$239,922
Mission and Program Overview

Mission

The Dalton Club is a social club organized for the purpose of maintaining a historic building.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$246,198$274,256▲ $28,058
Investments in Publicly Traded Securities$136,856$206,755▲ $69,899
Cash and Non-Interest-Bearing Accounts$131,784$93,853▼ $37,931
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$518,594$578,620▲ $60,026
Other Assets Total$3,756$3,756→ $0
Liabilities
Other Liabilities$52,850$82,175▲ $29,325
Total Liabilities$52,850$82,175▲ $29,325
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$465,744$496,445▲ $30,701
Total Net Assets Fund Balance$465,744$496,445▲ $30,701
Total Liabilities and Net Assets / Fund Balance$518,594$578,620▲ $60,026

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$274,256$140,715$414,971
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brad DuffinPresident
John TroyPresident
Thomas ManningPresident
Bruce McCoyDirector
David RobertsDirector
Eric GrelleDirector
Frank PedittoDirector
Richard JohnsonDirector
Scott DaigleDirector
William StasiukDirector
James BruggerSecretary
Patrick FullerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$132,400
Program Service Revenue
$0
Investment Income
$16,180
Other Revenue
$11,854
All Other Contributions
$2,600
Change in Net Assets
$30,701
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,733
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$87,935
Insurance---$21,617
Depreciation Depletion---$7,542
Interest---$3,319
Other Expenses---$514
All Other Expenses---$40
Total Functional Expenses$0$0$0$129,733
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unearned Revenue$80,200
Security Deposits$1,975
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

Members elect the Board of Directors.

Form 990, Part VI, Section A, Line 7B

In accordance with the Dalton Club By-laws, certain decisions require the vote of the members of the Club.

Form 990, Part VI, Section B, Line 11B

The Dalton Club's Formm 990 is provided to board members and reviewed at a monthly meeting.

Form 990, Part VI, Section C, Line 19

Corporate documents are mailed upon request.

Filing and Contact Details

Filer

Filer Name
The Dalton Club Inc
EIN
04-6130112
Phone
9784179950
Address
PO Box 1023, Newburyport, MA 01950

Signing Officer

Name
Patrick Fuller
Title
Treasurer
Signed
2025-09-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Fuller
Formed
1895
Legal Domicile
Ma
Voting Board Members
175
Independent Board Members
175
Employees
0
Volunteers
175

Preparer

Firm
John Leary CPA
Address
45 Pleasant Street Unit 1, Newburyport, MA 01950
Preparer
John F Leary III
Phone
9784634499
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-1788
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0496445
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt087935
IRS990/OfficeExpensesGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03756
IRS990/OtherAssetsTotalGrp/EOYAmt03756
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Entertainment
IRS990/OtherExpensesGrp/Desc1Food
IRS990/OtherExpensesGrp/Desc2Supplies
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/TotalAmt04550
IRS990/OtherExpensesGrp/TotalAmt13647
IRS990/OtherExpensesGrp/TotalAmt2569
IRS990/OtherExpensesGrp/TotalAmt3514
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IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0Entry Fee
IRS990/OtherRevenueMiscGrp/Desc1Event Income
IRS990/OtherRevenueMiscGrp/Desc2exclusive use fees
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04950
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11722
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26575
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04950
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11722
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26575
IRS990/OtherRevenueTotalAmt013642
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IRS990/PrincipalOfficerNm0Patrick Fuller
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IRS990/PYInvestmentIncomeAmt09731
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IRS990/ReportProgramRelatedInvstInd0false
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0140715
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0414971
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01975
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt180200
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Unearned Revenue
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Members elect the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1In accordance with the Dalton Club By-laws, certain decisions require the vote of the members of the Club.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Dalton Club's Formm 990 is provided to board members and reviewed at a monthly meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Corporate documents are mailed upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0578620
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IRS990/TotalContributionsAmt0132400
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0129733
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt052850
IRS990/TotalLiabilitiesEOYAmt082175
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IRS990/TotalLiabilitiesGrp/EOYAmt082175
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0496445
IRS990/TotalProgramServiceExpensesAmt087935
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt016180
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011854
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0160434
IRS990/TotalVolunteersCnt0175
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0518594
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0578620
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 1023
IRS990/USAddress/CityNm0Newburyport
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd001950
IRS990/VotingMembersGoverningBodyCnt0175
IRS990/VotingMembersIndependentCnt0175
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Patrick Fuller
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Dalton Club Inc
ReturnHeader/Filer/BusinessNameControlTxt0DALT
ReturnHeader/Filer/EIN0046130112
ReturnHeader/Filer/PhoneNum09784179950
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1023
ReturnHeader/Filer/USAddress/CityNm0Newburyport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001950
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0John Leary CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 Pleasant Street Unit 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newburyport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001950
ReturnHeader/PreparerPersonGrp/PhoneNum09784634499
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John F Leary III

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