Civic Intelligence

The Dalis Foundation

990PF • Fiscal year 2020 • EIN 54-6046229

Jun 01, 2019 to May 31, 2020 • Filed on Apr 15, 2021

Organization Profile
3200 Pacific Avenue Suite 100Virginia Beach, VA 23451

(757) 423-3318

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

41st percentile

0.01x

Higher debt load relative to assets than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

31st percentile

-6.4%

Higher net margin than 31% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$119,528

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.5% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-3.7%

Faster asset growth than 21% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

41st percentile

-5.8%

Faster revenue growth than 41% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$1,913,863

Down $73,383 (-3.7%) from 2019

Net Assets

Down

$1,900,724

Down $66,711 (-3.4%) from 2019

Liabilities

Down

$13,139

Down $6,672 (-34%) from 2019

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin31st percentile

Revenue

Down

$1,042,542

Down $64,769 (-5.8%) from 2019

Expenses

Down

$1,109,253

Down $104,664 (-8.6%) from 2019

Net Income

Up

-$66,711

Up $39,895 (+37%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $1,073,635Liabilities 2011: $1,0002011Assets 2012: $1,098,731Liabilities 2012: $41,8732012Assets 2013: $1,063,126Liabilities 2013: $18,2592013Assets 2014: $1,108,450Liabilities 2014: $02014Assets 2015: $1,445,373Liabilities 2015: $02015Assets 2016: $1,796,451Liabilities 2016: $0Net Assets 2016: $1,796,4512016Assets 2019: $1,987,246Liabilities 2019: $19,811Net Assets 2019: $1,967,4352019Assets 2020: $1,913,863Liabilities 2020: $13,139Net Assets 2020: $1,900,7242020Assets 2021: $8,811,182Liabilities 2021: $0Net Assets 2021: $8,811,1822021Assets 2022: $8,552,899Liabilities 2022: $0Net Assets 2022: $8,552,8992022Assets 2023: $8,479,889Liabilities 2023: $0Net Assets 2023: $8,479,8892023Assets 2024: $9,161,657Liabilities 2024: $0Net Assets 2024: $9,161,6572024

Highlighted filing

2020

Assets$1,913,863
Liabilities$13,139
Net Assets$1,900,724
Open 2020 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $693,283Expenses 2011: $639,346Net Income 2011: $53,9372011Revenue 2012: $654,296Expenses 2012: $670,073Net Income 2012: -$15,7772012Revenue 2013: $879,478Expenses 2013: $891,469Net Income 2013: -$11,9912013Revenue 2014: $915,218Expenses 2014: $851,635Net Income 2014: $63,5832014Revenue 2015: $1,296,067Expenses 2015: $959,090Net Income 2015: $336,9772015Revenue 2016: $1,238,772Expenses 2016: $888,553Net Income 2016: $350,2192016Revenue 2019: $1,107,311Expenses 2019: $1,213,917Net Income 2019: -$106,6062019Revenue 2020: $1,042,542Expenses 2020: $1,109,253Net Income 2020: -$66,7112020Revenue 2021: $875,668Expenses 2021: $518,449Net Income 2021: $357,2192021Revenue 2022: $1,387,087Expenses 2022: $1,645,370Net Income 2022: -$258,2832022Revenue 2023: $708,199Expenses 2023: $781,209Net Income 2023: -$73,0102023Revenue 2024: $333,189Expenses 2024: $1,326,649Net Income 2024: -$993,4602024

Highlighted filing

2020

Revenue$1,042,542
Expenses$1,109,253
Net Income-$66,711
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 15, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL NORMENTDirectorPT$119,528-$119,528
MATTHEW NORMENTDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Dalis Foundation
EIN
54-6046229
Phone
7574233318
Address
3200 PACIFIC AVENUE SUITE 100, VIRGINIA BEACH, VA 23451

Signing Officer

Name
Michael Norment
Title
President
Phone
7577548382
Signed
2021-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
701 TOWN CENTER DRIVE, NEWPORT NEWS, VA 23606
Preparer
Hugh Barlow
Phone
7578731033
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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt144793
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt15164547
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1619895
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1730431
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt188863
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0BUILDING 33RD & PACIFIC AVE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1LAND 33RD & PACIFIC AVE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt2LAND 32ND & PACIFIC AVE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt3NEW ROOF
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt4APPRAISAL FEE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt5OTHER FEES
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt6OTHER FEES
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt7LEASEHOLD IMPROVEMENTS 2014
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt8ELECTRICAL UPDATE 2014
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt9SIGN 2014
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt10LEASEHOLD IMPROVEMENTS 2015
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt11ELEVATOR 2015
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt12LEASEHOLD IMPROVEMENTS 2016
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt13APPRAISAL FEE
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt14NEW FENCING
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt15LEASEHOLD IMPROVEMENTS 2017/2018
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt16HVAC
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt17BATHROOM REMODEL
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt18LEASEHOLD IMPROVEMENTS 2018/2019
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0225000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1224232
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt282000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt330732
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt46000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt539790
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt61950
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt7136914
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt8100000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt93384
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt10333089
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1123520
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt12463408
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt135000
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt145830
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt15176219
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1621210
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt1732075
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt189496
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0649071
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0204741
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0853812
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0853812
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01667
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt015002
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016669
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0107575
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0119528
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0693000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0693000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt078383
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt078383
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0649071
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0649071
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-66711
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0393471
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0393471
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0177
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01595
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01722
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0674763
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0204741
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0110347
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0110347
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt04550
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt040950
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt045500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0245
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02450
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01303
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011722
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt041314
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0712895
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0367779
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01109253
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01042542
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01042542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt019895
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0367779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0416253
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-66711
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01900724
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01967435
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01900724
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0653529
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0653529
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0653529
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0660277
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06748
IRS990PF/DistributableAmountGrp/TotalTaxAmt06748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt09747
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07999
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06748
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt014747
IRS990PF/FMVAssetsEOYAmt013120423
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01473099
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01473099
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt097813
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0102813
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0102813
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0430563
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0430563

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,913,863
Liabilities
$13,139
Net assets
$1,900,724
Revenue
$1,042,542
Expenses
$1,109,253
Net income
-$66,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.16$0.00$9.16$0.33$1.33$0.99
2023Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.71$0.78$0.07
2022Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$1.39$1.65$0.26
2021Detailed filing. Detailed filing data is available for this year.$8.81$0.00$8.81$0.88$0.52$0.36
2020Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$1.04$1.11$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.97$1.11$1.21$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$1.24$0.89$0.35
2015Summary only. Only limited summary data is available for this year.$1.45$0.00$1.30$0.96$0.34
2014Summary only. Only limited summary data is available for this year.$1.11$0.00$0.92$0.85$0.06
2013Summary only. Only limited summary data is available for this year.$1.06$0.02$0.88$0.89$0.01
2012Summary only. Only limited summary data is available for this year.$1.10$0.04$0.65$0.67$0.02
2011Summary only. Only limited summary data is available for this year.$1.07$0.00$0.69$0.64$0.05