Civic Intelligence

Karen Dale Foundation

EIN 83-1425926 • 501(c)3 • Mint Hill, NC

Pub. 78 Eligible990-N CoverageNTEE T30

Profile

Health and Education

8237 Early Bird WayMint Hill, NC 28227

www.karendalefoundation.org

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

NTEE T30 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.00x

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

NTEE T30 • <$500k nonprofits • Source year 2025

Net Margin

63rd percentile

15%

Higher net margin than 63% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

NTEE T30 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

70th percentile

26%

Faster revenue growth than 70% of similar nonprofits.

NTEE T30 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$23,361

Up $2,279 (+11%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$23,361

Up $2,279 (+11%) from 2024

Revenue

Up

$14,778

Up $3,015 (+26%) from 2024

Expenses

Up

$12,499

Up $8,346 (+201%) from 2024

Net Income

Down

$2,279

Down $5,331 (-70%) from 2024

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2020: $9,855Liabilities 2020: $0Net Assets 2020: $9,8552020Assets 2021: $11,734Liabilities 2021: $0Net Assets 2021: $11,7342021Assets 2022: $12,163Liabilities 2022: $0Net Assets 2022: $12,1632022Assets 2023: $13,472Liabilities 2023: $0Net Assets 2023: $13,4722023Assets 2024: $21,082Liabilities 2024: $0Net Assets 2024: $21,0822024Assets 2025: $23,361Liabilities 2025: $0Net Assets 2025: $23,3612025

Highlighted filing

2025

Assets$23,361
Liabilities$0
Net Assets$23,361

Operations Trend

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

$15K$10K$5.0K$0Revenue 2020: $5,869Expenses 2020: $3,245Net Income 2020: $2,6242020Revenue 2021: $9,595Expenses 2021: $7,716Net Income 2021: $1,8792021Revenue 2022: $7,656Expenses 2022: $7,227Net Income 2022: $4292022Revenue 2023: $9,221Expenses 2023: $7,912Net Income 2023: $1,3092023Revenue 2024: $11,763Expenses 2024: $4,153Net Income 2024: $7,6102024Revenue 2025: $14,778Expenses 2025: $12,499Net Income 2025: $2,2792025

Highlighted filing

2025

Revenue$14,778
Expenses$12,499
Net Income$2,279

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$14,778
Mission and Program Overview

Mission

Health and Education

Program Services

DescriptionGrantsExpenses
See Schedule O-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allison BurkettPresident TreasurerPT$0--
Faith GomezBoard Director-$0--
Lorena PrinceBoard Chairperson-$0--
Anthony RobertsBoard Director-$0--
Filing and Contact Details

Filer

Filer Name
Karen Dale Foundation
EIN
83-1425926
In Care Of
% Allison Burkett
Phone
7045024488
Address
8237 Early Bird Way, Mint Hill, NC 28227

Signing Officer

Name
Allison Burkett
Title
President Treasurer
Phone
7045024488
Signed
2025-11-13
Discuss with paid preparer
No

Preparer

Firm
ChaRocTax LLC
Address
3004 Shadowy Retreat Dr, Matthews, NC 28104
Preparer
Narcisse Mondesir Ea
Phone
5858029475
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

Description AmountGeneral and Administrative Expenses 550Advertising and Marketing 500Caribbean Lime Fundraising Expense 4,503CariHealth Initiative 152Education and Litearcy Program 6,794

Part III response or note to any other line in Part III

Part III Line 28 - Through our Education and Literacy program we provided scholarships to 5 High Schools in Jamaica, which benefited 19 students. We also hosted a scholars leadership luncheon for the 19 scholarship recipients and their parent/guardian. We provided school supplies for students at a primary school in Jamaica this benefited over 100 Grade 1 students and 28 Grade 6 students. We donated backpacks to a local Cambodian organization in Charlotte, NC this benefited 50 students. We made a contribution to the scholarship fund for the Caribbean Intl Cultural Association in Charlotte, NC, which benefited at least 1 graduating high school student. As a combination of our Education and Literacy and Healthcare programs, we supported the University of NC Chapel Hill Medical Brigades mission trip to Panama by providing medical equipment and supplies, which benefited approximately 400 patients served.

General explanation attachment

Exempt Purpose: To initiate, support and fund programs and projects that provide resources to improve the quality of healthcare and education in underserved communities locally and the Caribbean region.

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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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