Liabilities / Assets
73rd percentile
Tied with the lowest-debt nonprofits in its peer group.
EIN 83-1425926 • 501(c)3 • Mint Hill, NC
Profile
Health and Education
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
73rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
73rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
63rd percentile
Higher net margin than 63% of similar nonprofits.
Top Officer Pay
93rd percentile
Higher top officer pay than 93% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
70th percentile
Faster revenue growth than 70% of similar nonprofits.
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
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
Health and Education
| Description | Grants | Expenses |
|---|---|---|
| See Schedule O | - | $0 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Allison Burkett | President Treasurer | PT | $0 | - | - |
| Faith Gomez | Board Director | - | $0 | - | - |
| Lorena Prince | Board Chairperson | - | $0 | - | - |
| Anthony Roberts | Board Director | - | $0 | - | - |
“Description AmountGeneral and Administrative Expenses 550Advertising and Marketing 500Caribbean Lime Fundraising Expense 4,503CariHealth Initiative 152Education and Litearcy Program 6,794”
“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.”
“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.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Allison Burkett |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7045024488 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8237 Early Bird Way |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Mint Hill |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 28227 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 21082 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 23361 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 601 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 2279 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 21082 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 23361 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 14177 |
| IRS990EZ/GrossReceiptsAmt | 0 | 14778 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LandAndBuildingsGrp/BOYAmt | 0 | 0 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 21082 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 23361 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 21082 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 23361 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 20.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Allison Burkett |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Faith Gomez |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Lorena Prince |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Anthony Roberts |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Board Director |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Board Chairperson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Director |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 12499 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Health and Education |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | See Schedule O |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 14177 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 12499 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 14778 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://www.karendalefoundation.org/ |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 601 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2423 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2232 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1397 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4700 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 11353 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 11353 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt | 0 | 0 |
| IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 601 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 2423 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 2232 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 1397 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 4700 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 11353 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 601 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 2423 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 2232 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 1397 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 4700 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 11353 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description AmountGeneral and Administrative Expenses 550Advertising and Marketing 500Caribbean Lime Fundraising Expense 4,503CariHealth Initiative 152Education and Litearcy Program 6,794 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Description of other expenses Part I line 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part III response or note to any other line in Part III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | General explanation attachment |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALLISON BURKETT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President Treasurer |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7045024488 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Karen Dale Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | KARE |
| ReturnHeader/Filer/EIN | 0 | 831425926 |
| ReturnHeader/Filer/InCareOfNm | 0 | % Allison Burkett |
| ReturnHeader/Filer/PhoneNum | 0 | 7045024488 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 8237 Early Bird Way |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Mint Hill |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 28227 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 843820350 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ChaRocTax LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3004 Shadowy Retreat Dr |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Matthews |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 28104 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5858029475 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-13 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | NARCISSE MONDESIR EA |
| ReturnHeader/ReturnTs | 0 | 2025-11-13T22:12:59-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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