Civic Intelligence

Dale C Christensen Family Foundation Inc.

EIN 26-4008634 • Belleair, FL

Pub. 78 Eligible
4 Belleview Boulevard 308Belleair, FL 33756
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

<$500k nonprofits • Source year 2024

Net Margin

36th percentile

-6.5%

Higher net margin than 36% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

54th percentile

-0.2%

Faster asset growth than 54% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-56%

Faster revenue growth than 16% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$481,552

Down $858 (-0.2%) from 2023

Liabilities

Flat

$242

Flat from 2023

Net Assets

Down

$481,310

Down $858 (-0.2%) from 2023

Operations
Liabilities / Revenue75th percentileNet Margin36th percentile

Revenue

Down

$13,178

Down $17,087 (-56%) from 2023

Expenses

Down

$14,036

Down $164,537 (-92%) from 2023

Net Income

Up

-$858

Up $147,450 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,514,235Liabilities 2011: $0Net Assets 2011: $1,514,2352011Assets 2012: $1,434,558Liabilities 2012: $0Net Assets 2012: $1,434,5582012Assets 2013: $1,432,153Liabilities 2013: $0Net Assets 2013: $1,432,1532013Assets 2014: $1,214,182Liabilities 2014: $0Net Assets 2014: $1,214,1822014Assets 2015: $1,179,664Liabilities 2015: $0Net Assets 2015: $1,179,6642015Assets 2020: $680,713Liabilities 2020: $154Net Assets 2020: $680,5592020Assets 2021: $745,259Liabilities 2021: $144Net Assets 2021: $745,1152021Assets 2022: $630,721Liabilities 2022: $245Net Assets 2022: $630,4762022Assets 2023: $482,410Liabilities 2023: $242Net Assets 2023: $482,1682023Assets 2024: $481,552Liabilities 2024: $242Net Assets 2024: $481,3102024

Highlighted filing

2024

Assets$481,552
Liabilities$242
Net Assets$481,310
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$200K$100K$0-$100K-$200K-$300KExpenses 2011: $110,0222011Expenses 2012: $110,8232012Expenses 2013: $15,9932013Revenue 2014: -$179,939Expenses 2014: $38,032Net Income 2014: -$217,9712014Revenue 2015: $31,755Expenses 2015: $66,273Net Income 2015: -$34,5182015Revenue 2020: -$34,316Expenses 2020: $109,974Net Income 2020: -$144,2902020Revenue 2021: $87,930Expenses 2021: $23,374Net Income 2021: $64,5562021Revenue 2022: $14,391Expenses 2022: $129,030Net Income 2022: -$114,6392022Revenue 2023: $30,265Expenses 2023: $178,573Net Income 2023: -$148,3082023Revenue 2024: $13,178Expenses 2024: $14,036Net Income 2024: -$8582024

Highlighted filing

2024

Revenue$13,178
Expenses$14,036
Net Income-$858
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$481,552
Liabilities
$242
Net assets
$481,310
Revenue
$13,178
Expenses
$14,036
Net income
-$858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.01$0.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.03$0.18$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.01$0.13$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.09$0.02$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.03$0.11$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.18$0.04$0.22
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.02
2012Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.11
2011Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 9, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carole ChristensenPresident-$0--
Carol PollardOfficer-$0--
Kisa ChristensenOfficer-$0--
Filing and Contact Details

Filer

Filer Name
Dale C Christensen Family Foundaton Inc
EIN
26-4008634
Phone
7275182500
Address
4 Belleview Boulevard 308, Belleair, FL 33756

Signing Officer

Name
Carole Christensen
Title
President
Phone
7275182500
Signed
2025-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Sorren Inc
Address
877 Executive Center Dr W Suite 100, St Petersburg, FL 33702
Preparer
Heidi A'Hara
Phone
7278889200
Raw XML Appendix307 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/StatementsRegardingActyGrp/PhoneNum07275182500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Contribution for Charity's use
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Morton Plant Mease Foundations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01200 Druid Road South
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Clearwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033756
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt013350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0142600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt084678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt058744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0137872
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt013350
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0124522
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0286022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0142600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt084678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt058744
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0410544
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0423894
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0422
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0422
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03589
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03589
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Withheld on Dividends
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Carole Christensen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum07275182500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Dale C Christensen Family Foundaton Inc
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0264008634
ReturnHeader/Filer/PhoneNum07275182500
ReturnHeader/Filer/USAddress/AddressLine1Txt04 Belleview Boulevard 308
ReturnHeader/Filer/USAddress/CityNm0Belleair
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033756
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934792291
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sorren Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0877 Executive Center Dr W Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St Petersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033702
ReturnHeader/PreparerPersonGrp/PhoneNum07278889200
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heidi A'Hara
ReturnHeader/ReturnTs02025-06-09T14:59:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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