Civic Intelligence

Daniel S Blalock Jr Charitable Foundation Tr Uad 5-13-1988 as Ame

EIN 83-6260131 • Bradenton, FL

Pub. 78 Eligible
PO Box 9301Bradenton, FL 34206
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Net Margin

17th percentile

-15%

Higher net margin than 17% of similar nonprofits.

$10M-$25M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$40,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2020

Asset Growth

29th percentile

-0.9%

Faster asset growth than 29% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

189%

Faster revenue growth than 94% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$18,018,963

Down $190,140 (-1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$18,018,963

Down $190,140 (-1.0%) from 2023

Operations
Liabilities / Revenue18th percentileNet Margin17th percentile

Revenue

Up

$1,141,020

Up $52,091 (+4.8%) from 2023

Expenses

Up

$1,331,415

Up $77,850 (+6.2%) from 2023

Net Income

Down

-$190,395

Down $25,759 (-16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$20M$15M$10M$5.0M$0Assets 2019: $11,860,802Liabilities 2019: $0Net Assets 2019: $11,860,8022019Assets 2020: $19,069,194Liabilities 2020: $0Net Assets 2020: $19,069,1942020Assets 2021: $19,492,844Liabilities 2021: $0Net Assets 2021: $19,492,8442021Assets 2022: $18,372,724Liabilities 2022: $0Net Assets 2022: $18,372,7242022Assets 2023: $18,209,103Liabilities 2023: $0Net Assets 2023: $18,209,1032023Assets 2024: $18,018,963Liabilities 2024: $0Net Assets 2024: $18,018,9632024

Highlighted filing

2024

Assets$18,018,963
Liabilities$0
Net Assets$18,018,963
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2019: $523,590Expenses 2019: $7,885Net Income 2019: $515,7052019Revenue 2020: $340,775Expenses 2020: $1,297,698Net Income 2020: -$956,9232020Revenue 2021: $1,809,441Expenses 2021: $1,407,361Net Income 2021: $402,0802021Revenue 2022: $376,322Expenses 2022: $1,533,269Net Income 2022: -$1,156,9472022Revenue 2023: $1,088,929Expenses 2023: $1,253,565Net Income 2023: -$164,6362023Revenue 2024: $1,141,020Expenses 2024: $1,331,415Net Income 2024: -$190,3952024

Highlighted filing

2024

Revenue$1,141,020
Expenses$1,331,415
Net Income-$190,395
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,018,963
Liabilities
$0
Net assets
$18,018,963
Revenue
$1,141,020
Expenses
$1,331,415
Net income
-$190,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$0.00$18.0$1.14$1.33$0.19
2023Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$1.09$1.25$0.16
2022Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$0.38$1.53$1.16
2021Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$1.81$1.41$0.40
2020Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$0.34$1.30$0.96
2019Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.52$0.01$0.52
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM M BLALOCKTrustee-$40,000-$40,000
JAMES ALDERMANTrustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Daniel S Blalock Jr Charitable Fo
EIN
83-6260131
Phone
9417489776
Address
PO BOX 9301, BRADENTON, FL 34206

Signing Officer

Name
William M Blalock
Title
Trustee
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Rehfeldt Group Cpas
Address
3201 26TH ST WEST, BRADENTON, FL 34205
Preparer
Allison Deleeuw CPA
Phone
9417390920
Raw XML Appendix375 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2SEE ATTACHED WELLS FARGO 8945
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3SEE ATTACHED WELLS FARGO 8945
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0256
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11490
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OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS RECEIVED
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM M BLALOCK
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DANIEL S BLALOCK JR CHARITABLE FO
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ReturnHeader/Filer/EIN0836260131
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON DELEEUW CPA
ReturnHeader/ReturnTs02025-05-12T15:50:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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