Civic Intelligence

Dlp Positive Returns Foundation

990 • Fiscal year 2022 • EIN 82-3623030

Jan 01, 2022 to Dec 31, 2022 • Filed on May 19, 2023

405 Golfway West Drive Ste 300St Augustine, FL 32095

(610) 421-4610

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

4th percentile

-231%

Higher net margin than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

4th percentile

-89%

Faster asset growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-70%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$24,313

Down $201,164 (-89%) from 2021

Net Assets

Down

$24,313

Down $201,164 (-89%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$87,109

Down $203,223 (-70%) from 2021

Expenses

Up

$288,273

Up $179,118 (+164%) from 2021

Net Income

Down

-$201,164

Down $382,341 (-211%) from 2021

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0-$100KAssets 2018: $31,695Liabilities 2018: $0Net Assets 2018: $31,6952018Assets 2019: $7,818Liabilities 2019: $0Net Assets 2019: $7,8182019Assets 2020: $57,764Liabilities 2020: $13,464Net Assets 2020: $44,3002020Assets 2021: $225,477Liabilities 2021: $0Net Assets 2021: $225,4772021Assets 2022: $24,313Liabilities 2022: $0Net Assets 2022: $24,3132022Assets 2023: -$2Liabilities 2023: $9,239Net Assets 2023: -$9,2412023

Highlighted filing

2022

Assets$24,313
Liabilities$0
Net Assets$24,313

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2018: $40,920Expenses 2018: $9,225Net Income 2018: $31,6952018Revenue 2019: $3,666Expenses 2019: $27,543Net Income 2019: -$23,8772019Revenue 2020: $131,020Expenses 2020: $94,538Net Income 2020: $36,4822020Revenue 2021: $290,332Expenses 2021: $109,155Net Income 2021: $181,1772021Revenue 2022: $87,109Expenses 2022: $288,273Net Income 2022: -$201,1642022Revenue 2023: $599,574Expenses 2023: $633,128Net Income 2023: -$33,5542023

Highlighted filing

2022

Revenue$87,109
Expenses$288,273
Net Income-$201,164
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 19, 2023
Return Version
2022v5.0
Gross Receipts
$87,109
Mission and Program Overview

Mission

The organization's primary focus is on providing affordable housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$223,477$24,313▼ $199,164
Accounts Receivable$2,000--
Total Assets$225,477$24,313▼ $201,164
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$225,477$24,313▼ $201,164
Total Net Assets Fund Balance$225,477$24,313▼ $201,164
Total Liabilities and Net Assets / Fund Balance$225,477$24,313▼ $201,164
Compensation and Service Providers

Board Members and Trustees

NameTitle
Donald WennerPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$87,109
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$87,109
Change in Net Assets
$-201,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$263,072
Other Expenses$25,201
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$263,072--$263,072
Fees for Services Legal-$24,988-$24,988
Office Expenses-$213-$213
Total Functional Expenses$263,072$25,201$0$288,273
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Misc--General Charitable$263,072
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 9

Donald wenner 605 palencia club dr st augustine, fl 32095

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Dlp Positive Returns Foundation
EIN
82-3623030
Phone
6104214610
Address
405 GOLFWAY WEST DRIVE STE 300, ST AUGUSTINE, FL 32095

Signing Officer

Name
Donald Wenner
Title
President
Phone
6104214610
Signed
2023-05-19

Organization Details

Principal Officer
Donald Wenner
Formed
2017
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Buckno Lisicky & Company Pc
Address
645 HAMILTON ST SUITE 204, ALLENTOWN, PA 18101
Preparer
John S Lisicky
Phone
6108218580
Raw XML Appendix241 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum06104214610
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-19
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ReturnHeader/Filer/EIN0823623030
ReturnHeader/Filer/PhoneNum06104214610
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN S LISICKY
ReturnHeader/ReturnTs02023-09-15T10:29:06-04:00
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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