Civic Intelligence

Dalton Foundation Inc

EIN 22-3146570 • Naples, FL

3500 Gin LaneNaples, FL 34102
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-66%

Higher net margin than 9% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

30th percentile

-2.4%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$1,735,803

Down $42,581 (-2.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,735,803

Down $42,581 (-2.4%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin9th percentile

Revenue

Up

$64,077

Up $7,030 (+12%) from 2023

Expenses

Up

$106,658

Up $74,878 (+236%) from 2023

Net Income

Down

-$42,581

Down $67,848 (-269%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,160,236Liabilities 2011: $02011Assets 2012: $1,259,510Liabilities 2012: $02012Assets 2013: $1,465,243Liabilities 2013: $02013Assets 2014: $1,545,019Liabilities 2014: $02014Assets 2015: $1,595,375Liabilities 2015: $02015Assets 2019: $1,572,230Liabilities 2019: $02019Assets 2020: $1,446,035Liabilities 2020: $0Net Assets 2020: $1,446,0352020Assets 2021: $1,754,577Liabilities 2021: $0Net Assets 2021: $1,754,5772021Assets 2022: $1,753,117Liabilities 2022: $0Net Assets 2022: $1,753,1172022Assets 2023: $1,778,384Liabilities 2023: $0Net Assets 2023: $1,778,3842023Assets 2024: $1,735,803Liabilities 2024: $0Net Assets 2024: $1,735,8032024

Highlighted filing

2024

Assets$1,735,803
Liabilities$0
Net Assets$1,735,803
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$400K$200K$0-$200KRevenue 2011: $68,105Expenses 2011: $106,974Net Income 2011: -$38,8692011Revenue 2012: $156,134Expenses 2012: $56,860Net Income 2012: $99,2742012Revenue 2013: $314,820Expenses 2013: $109,087Net Income 2013: $205,7332013Revenue 2014: $163,718Expenses 2014: $87,958Net Income 2014: $75,7602014Revenue 2015: $174,932Expenses 2015: $128,576Net Income 2015: $46,3562015Revenue 2019: $55,692Expenses 2019: $161,587Net Income 2019: -$105,8952019Revenue 2020: $5,501Expenses 2020: $131,696Net Income 2020: -$126,1952020Revenue 2021: $335,629Expenses 2021: $27,087Net Income 2021: $308,5422021Revenue 2022: $32,588Expenses 2022: $34,048Net Income 2022: -$1,4602022Revenue 2023: $57,047Expenses 2023: $31,780Net Income 2023: $25,2672023Revenue 2024: $64,077Expenses 2024: $106,658Net Income 2024: -$42,5812024

Highlighted filing

2024

Revenue$64,077
Expenses$106,658
Net Income-$42,581
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,735,803
Liabilities
$0
Net assets
$1,735,803
Revenue
$64,077
Expenses
$106,658
Net income
-$42,581
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.06$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.06$0.03$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.34$0.03$0.31
2020Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.01$0.13$0.13
2019Summary only. Only limited summary data is available for this year.$1.57$0.00$0.06$0.16$0.11
2015Summary only. Only limited summary data is available for this year.$1.60$0.00$0.17$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$1.55$0.00$0.16$0.09$0.08
2013Summary only. Only limited summary data is available for this year.$1.47$0.00$0.31$0.11$0.21
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$0.16$0.06$0.10
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.07$0.11$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIMOTHY G DALTON JRPresident, Trustee-$0--
JULIE M DALTONCFO/Treas, Trustee-$0--
ALISON DALTON MASONTrustee-$0--
TIMOTHY G DALTON IIITrustee-$0--
ANDREW M DALTONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dalton Foundation Inc
EIN
22-3146570
In Care Of
% JULIE M DALTON
Phone
2393318394
Address
3500 GIN LANE, NAPLES, FL 34102

Signing Officer

Name
Timothy Dalton Jr
Title
President
Phone
2393318394
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Israel Tannenbaum
Phone
3012726000
Raw XML Appendix323 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE M DALTON
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IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03500 GIN LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1FL
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd2NJ
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JULIE M DALTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum02393318392
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0TIMOTHY G DALTON JR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American Heart Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Cleveland Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Manhattan Institute
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09200 Estero Park Commons Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19500 Euclid Ave DV3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt252 Vanderbilt Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Estero
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Cleveland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033928
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd144195
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210017
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt090000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020847
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt085123
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt091212
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105970
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt070365
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt085123
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt014624
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt014624
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LICENSES & FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01346
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01346
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other investment income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt016205
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016205
TaxesSchedule/TaxesDetail/Amt0688
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIMOTHY DALTON JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02393318394
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALTON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DALT
ReturnHeader/Filer/EIN0223146570
ReturnHeader/Filer/InCareOfNm0% JULIE M DALTON
ReturnHeader/Filer/PhoneNum02393318394
ReturnHeader/Filer/USAddress/AddressLine1Txt03500 GIN LANE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST WEST HWY 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143423
ReturnHeader/PreparerPersonGrp/PhoneNum03012726000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISRAEL TANNENBAUM
ReturnHeader/ReturnTs02025-11-17T10:39:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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