Civic Intelligence

The Dalis Foundation

990PF • Fiscal year 2022 • EIN 54-6046229

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 18, 2024

108 Avenue GMarathon, FL 33050

(757) 423-3318

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

20th percentile

-19%

Higher net margin than 20% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$117,000

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Down

$8,552,899

Down $258,283 (-2.9%) from 2021

Net Assets

Down

$8,552,899

Down $258,283 (-2.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$1,387,087

Up $511,419 (+58%) from 2021

Expenses

Up

$1,645,370

Up $1,126,921 (+217%) from 2021

Net Income

Down

-$258,283

Down $615,502 (-172%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$8,552,899
Liabilities$0
Net Assets$8,552,899

Operations Trend

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

2022

Revenue$1,387,087
Expenses$1,645,370
Net Income-$258,283
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 18, 2024
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL NORMENTDirectorPT$117,000-$117,000
MATTHEW NORMENTDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Dalis Foundation
EIN
54-6046229
Phone
7574233318
Address
108 AVENUE G, MARATHON, FL 33050

Signing Officer

Name
Michael Norment
Title
President
Phone
7577548382
Signed
2024-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
701 TOWN CENTER DRIVE SUITE 700, NEWPORT NEWS, VA 23606
Preparer
Hugh Barlow
Phone
7578731033
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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1224232
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt282000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt39291
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt46000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt539790
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt61950
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt776822
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt856109
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt91896
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt10186900
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1113197
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt12260023
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt135000
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt143788
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt15152875
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1618490
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1728307
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt187228
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt19370743
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/CategoryOrItemTxt193200 PACIFIC AVENUE RENOVATIONS
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
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt19375558
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE REAL ESTATE INCOME TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BSIP ACCESS FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0504285
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1506079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0392902
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0543546
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0217297
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01153745
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01153745
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0543546
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt011700
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0105300
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0117000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01031500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01031500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt083198
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt083198
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0392902
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0392902
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-258283
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0450639
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0450639
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01238199
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02662
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt023954
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt026616
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0543546
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0811270
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0217297
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt0150144
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0150144
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt06030
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt054270
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt060300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt06628
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt059655
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt066283
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt011033
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt099296
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0110329
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01069553
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0575817
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01645370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01387087
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01387087
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt038053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0575817
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0613870
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-08-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52017-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0134397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1138058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2117199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt352675

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