Civic Intelligence

F Alan & Jane F Dulaney Charitable Tr Ua 090895

990PF • Fiscal year 2022 • EIN 54-6487683

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 13, 2023

Organization Profile
PO Box 919798Orlando, FL 32891-9798

(804) 273-7445

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-199%

Higher net margin than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

62nd percentile

$56,506

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 59.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

33rd percentile

-4.2%

Faster asset growth than 33% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-93%

Faster revenue growth than 2% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,337,358

Down $190,952 (-4.2%) from 2021

Net Assets

Down

$4,337,358

Down $190,952 (-4.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$95,768

Down $1,250,478 (-93%) from 2021

Expenses

Up

$286,556

Up $40,830 (+17%) from 2021

Net Income

Down

-$190,788

Down $1,291,308 (-117%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,537,455Liabilities 2010: $0Net Assets 2010: $3,537,4552010Assets 2011: $3,687,679Liabilities 2011: $0Net Assets 2011: $3,687,6792011Assets 2012: $3,619,150Liabilities 2012: $0Net Assets 2012: $3,619,1502012Assets 2013: $3,552,063Liabilities 2013: $0Net Assets 2013: $3,552,0632013Assets 2014: $3,810,435Liabilities 2014: $0Net Assets 2014: $3,810,4352014Assets 2015: $3,797,125Liabilities 2015: $0Net Assets 2015: $3,797,1252015Assets 2016: $3,800,070Liabilities 2016: $0Net Assets 2016: $3,800,0702016Assets 2017: $3,840,429Liabilities 2017: $0Net Assets 2017: $3,840,4292017Assets 2018: $3,726,929Liabilities 2018: $0Net Assets 2018: $3,726,9292018Assets 2019: $3,649,155Liabilities 2019: $0Net Assets 2019: $3,649,1552019Assets 2020: $3,682,218Liabilities 2020: $0Net Assets 2020: $3,682,2182020Assets 2021: $4,528,310Liabilities 2021: $0Net Assets 2021: $4,528,3102021Assets 2022: $4,337,358Liabilities 2022: $0Net Assets 2022: $4,337,3582022Assets 2023: $4,175,442Liabilities 2023: $0Net Assets 2023: $4,175,4422023Assets 2024: $4,103,286Liabilities 2024: $0Net Assets 2024: $4,103,2862024

Highlighted filing

2022

Assets$4,337,358
Liabilities$0
Net Assets$4,337,358
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $253,6262010Expenses 2011: $265,9472011Expenses 2012: $274,3712012Revenue 2013: $204,706Expenses 2013: $270,676Net Income 2013: -$65,9702013Revenue 2014: $524,948Expenses 2014: $267,066Net Income 2014: $257,8822014Revenue 2015: $264,463Expenses 2015: $278,055Net Income 2015: -$13,5922015Revenue 2016: $260,814Expenses 2016: $257,659Net Income 2016: $3,1552016Revenue 2017: $294,490Expenses 2017: $253,548Net Income 2017: $40,9422017Revenue 2018: $143,477Expenses 2018: $255,782Net Income 2018: -$112,3052018Revenue 2019: $173,886Expenses 2019: $253,179Net Income 2019: -$79,2932019Revenue 2020: $274,975Expenses 2020: $248,077Net Income 2020: $26,8982020Revenue 2021: $1,346,246Expenses 2021: $245,726Net Income 2021: $1,100,5202021Revenue 2022: $95,768Expenses 2022: $286,556Net Income 2022: -$190,7882022Revenue 2023: $118,170Expenses 2023: $279,940Net Income 2023: -$161,7702023Revenue 2024: $209,694Expenses 2024: $282,695Net Income 2024: -$73,0012024

Highlighted filing

2022

Revenue$95,768
Expenses$286,556
Net Income-$190,788
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 13, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TRUIST BANKTrusteePT$56,506-$56,506
Filing and Contact Details

Filer

Filer Name
Dulaney Fa and Jf Char
EIN
54-6487683
Phone
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2023-10-13
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10436262G101 GXO LOGISTICS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106538034109 LIVE NATION ENTERTAI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107552953101 MGM RESORTS INTERNAT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111723787107 PIONEER NATURAL RESO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11277543R102 ROKU INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11382509L107 SHOPIFY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11482669G104 SIGNATURE BANK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118872540109 TJX COS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121G29183103 EATON CORP PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123025537101 AMERICAN ELEC PWR IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12609247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128142339100 CARLISLE COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13020825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13122160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132237266101 DARLING INGREDIENTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133260557103 DOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134345370860 FORD MOTOR CO DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13540412C101 HCA HEALTHCARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137438516106 HONEYWELL INTERNATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13846266C105 IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm139478160104 JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm140499049104 KNIGHT-SWIFT TRANSN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14158933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14265339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14367103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14474762E102 QUANTA SERVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146892356106 TRACTOR SUPPLY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14790384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149G0450A105 ARCH CAPITAL GROUP L
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,337,358
Liabilities
$0
Net assets
$4,337,358
Revenue
$95,768
Expenses
$286,556
Net income
-$190,788
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.10$0.00$4.10$0.21$0.28$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.18$0.00$4.18$0.12$0.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.10$0.29$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$1.35$0.25$1.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.27$0.25$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.00$3.65$0.17$0.25$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.14$0.26$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.84$0.00$3.84$0.29$0.25$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.26$0.26$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.26$0.28$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.52$0.27$0.26
2013Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.20$0.27$0.07
2012Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.27
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.54$0.00$3.54$0.25