Civic Intelligence

Davis Educational Foundation

990T • Fiscal year 2021 • EIN 04-2864042

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 03, 2022

Organization Profiledavisfoundations.org
30 Forest Falls Drive 5Yarmouth, ME 04096

(207) 846-9132

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $95,361,802Liabilities 2010: $3,039,718Net Assets 2010: $92,322,0842010Assets 2011: $88,991,767Liabilities 2011: $2,535,079Net Assets 2011: $86,456,6882011Assets 2012: $97,105,803Liabilities 2012: $2,236,785Net Assets 2012: $94,869,0182012Assets 2013: $108,096,899Liabilities 2013: $2,306,934Net Assets 2013: $105,789,9652013Assets 2014: $107,565,404Liabilities 2014: $1,901,514Net Assets 2014: $105,663,8902014Assets 2015: $99,272,458Liabilities 2015: $2,827,362Net Assets 2015: $96,445,0962015Assets 2016: $100,278,734Liabilities 2016: $3,308,012Net Assets 2016: $96,970,7222016Assets 2017: $111,237,456Liabilities 2017: $3,283,324Net Assets 2017: $107,954,1322017Assets 2018: $96,718,320Liabilities 2018: $2,287,139Net Assets 2018: $94,431,1812018Assets 2019: $111,921,358Liabilities 2019: $1,971,792Net Assets 2019: $109,949,5662019Assets 2020: $118,032,353Liabilities 2020: $2,512,843Net Assets 2020: $115,519,5102020Assets 2021: $128,309,090Liabilities 2021: $2,597,811Net Assets 2021: $125,711,2792021Assets 2022: $103,795,591Liabilities 2022: $2,126,626Net Assets 2022: $101,668,9652022Assets 2023: $118,326,807Liabilities 2023: $1,686,125Net Assets 2023: $116,640,6822023Assets 2024: $130,344,004Liabilities 2024: $2,478,559Net Assets 2024: $127,865,4452024

Latest loaded filing

2024

Assets$130,344,004
Liabilities$2,478,559
Net Assets$127,865,445
Open 2024 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,403,3502010Expenses 2011: $4,519,5012011Expenses 2012: $4,681,3212012Revenue 2013: $10,051,435Expenses 2013: $4,260,605Net Income 2013: $5,790,8302013Revenue 2014: $8,631,998Expenses 2014: $3,661,612Net Income 2014: $4,970,3862014Revenue 2015: $2,725,913Expenses 2015: $5,623,966Net Income 2015: -$2,898,0532015Revenue 2016: $1,005,876Expenses 2016: $5,498,570Net Income 2016: -$4,492,6942016Revenue 2017: $4,957,114Expenses 2017: $6,118,051Net Income 2017: -$1,160,9372017Revenue 2018: $3,010,594Expenses 2018: $4,117,070Net Income 2018: -$1,106,4762018Revenue 2019: -$305,919Expenses 2019: $3,579,668Net Income 2019: -$3,885,5872019Revenue 2020: $4,067,678Expenses 2020: $7,457,806Net Income 2020: -$3,390,1282020Revenue 2021: $9,135,716Expenses 2021: $5,401,598Net Income 2021: $3,734,1182021Revenue 2022: $2,690,787Expenses 2022: $4,986,116Net Income 2022: -$2,295,3292022Revenue 2023: $3,596,754Expenses 2023: $3,273,990Net Income 2023: $322,7642023Revenue 2024: $5,154,414Expenses 2024: $4,519,063Net Income 2024: $635,3512024

Latest loaded filing

2024

Revenue$5,154,414
Expenses$4,519,063
Net Income$635,351
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 3, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

To strengthen the undergraduate programs of public and private, regionally accredited baccalaureate degree granting colleges and universities located in New England through grants.

Filing and Contact Details

Filer

Filer Name
Davis Educational Foundation
EIN
04-2864042
Phone
2078469132
Address
30 Forest Falls Drive 5, Yarmouth, ME 04096

Signing Officer

Name
Yvonne B Mumme
Title
Chief Finance and Admin Officer
Phone
2078469132
Signed
2022-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Joseph R Byrne
Phone
2077752387
Raw XML Appendix125 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.

Path#Value
IRS1041ScheduleD/DiffOfSmallerAmt00
IRS1041ScheduleD/DiffOfSmllrPlusSmllrOfCalcAmt06112
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt08918
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/NetSTCapitalGainOrLossAmt07843
IRS1041ScheduleD/EstateOrTrustCapGainOrLossGrp/TotalNetGainOrLossAmt016761
IRS1041ScheduleD/GainLessIncludedAmt08918
IRS1041ScheduleD/GainPlusDividendsAmt08918
IRS1041ScheduleD/InvestmentIncomeElectionAmt00
IRS1041ScheduleD/NetGainsTaxAmt01342
IRS1041ScheduleD/NetIncomeMinusSmallerAmt08918
IRS1041ScheduleD/NetLTCapitalGainOrLossAmt08918
IRS1041ScheduleD/NetLTGainOrLossFromSchK1Amt08918
IRS1041ScheduleD/NetSmallerAmt02806
IRS1041ScheduleD/NetSTCapitalGainOrLossAmt07843
IRS1041ScheduleD/NetSTGainOrLossFromSchK1Amt07843
IRS1041ScheduleD/NetTimesPercentAmt0561
IRS1041ScheduleD/SmallerGainAmt08918
IRS1041ScheduleD/SmallerOfCalcAmt06112
IRS1041ScheduleD/SmallerTaxableIncmOrAllowedAmt02700
IRS1041ScheduleD/SmallerTaxableIncomeOrNetAmt08918
IRS1041ScheduleD/SmallerTimesPercentAmt0917
IRS1041ScheduleD/SmllrTxblIncmOrOthAllowedAmt013250
IRS1041ScheduleD/SmllrTxiLessGainOrTxiOrAllwAmt02700
IRS1041ScheduleD/SmllrTxiOrAllwLessSmllrAmt06112
IRS1041ScheduleD/TaxableIncomeAmt016056
IRS1041ScheduleD/TaxableIncomeLessGainAmt07138
IRS1041ScheduleD/TaxAmt02820
IRS1041ScheduleD/TaxOnTaxableIncomeAmt04258
IRS1041ScheduleD/TaxPlusTimePercentAmt02820
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetLongTermGainOrLossGrp/TotalForYearAmt08918
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/NetSTCapitalGainOrLossAmt07843
IRS1041ScheduleD/TotalCapitalGainOrLossGrp/TotalNetGainOrLossAmt016761
IRS1041ScheduleD/TxiLessGainPlusDiffOfSmllAmt07138
IRS990T/BooksInCareOfDetail/PersonNm0Yvonne Mumme
IRS990T/BooksInCareOfDetail/PhoneNum02078469132
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt030 Forest Falls Drive
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Yarmouth
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ME
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd004096
IRS990T/BookValueAssetsEOYAmt0128309090
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form1041ScheduleDInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt01180
IRS990T/OverpaymentSection/OverpaymentAmt01180
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt04000
IRS990TScheduleA/CapitalGainNetIncomeAmt016761
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0520000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0295
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt017056
IRS990TScheduleA/TotUnrltTrdBusIncmAmt017056
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UBI generated by pass-through investment
IRS990TScheduleA/UBIBeforeNOLDedAmt017056
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt017056
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt02820
IRS990T/TaxLessCreditsAmt02820
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04000
IRS990T/TotalTaxAmt02820
IRS990T/TotalTaxComputationAmt02820
IRS990T/TotalUBTIAmt016056
IRS990T/TotalUBTIBeforeNOLSpecificAmt017056
IRS990T/TotalUBTIBeforeSection199AAmt017056
IRS990T/TotalUBTIComputedAmt017056
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Yvonne B Mumme
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chief Finance and Admin Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum02078469132
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Davis Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0042864042
ReturnHeader/Filer/PhoneNum02078469132
ReturnHeader/Filer/USAddress/AddressLine1Txt030 Forest Falls Drive 5
ReturnHeader/Filer/USAddress/CityNm0Yarmouth
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004096
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010523282
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Berry Dunn McNeil & Parker LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02211 Congress St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Portland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004102
ReturnHeader/PreparerPersonGrp/PhoneNum02077752387
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph R Byrne
ReturnHeader/ReturnTs02022-10-05T11:41:51-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Yvonne
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Mumme
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$130$2.48$128$5.15$4.52$0.64
2023Detailed filing. Detailed filing data is available for this year.$118$1.69$117$3.60$3.27$0.32
2022Detailed filing. Detailed filing data is available for this year.$104$2.13$102$2.69$4.99$2.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$2.60$126$9.14$5.40$3.73
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$118$2.51$116$4.07$7.46$3.39
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$1.97$110$0.31$3.58$3.89
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$96.7$2.29$94.4$3.01$4.12$1.11
2017Detailed filing. Detailed filing data is available for this year.$111$3.28$108$4.96$6.12$1.16
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$3.31$97.0$1.01$5.50$4.49
2015Detailed filing. Detailed filing data is available for this year.$99.3$2.83$96.4$2.73$5.62$2.90
2014Detailed filing. Detailed filing data is available for this year.$108$1.90$106$8.63$3.66$4.97
2013Detailed filing. Detailed filing data is available for this year.$108$2.31$106$10.1$4.26$5.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$97.1$2.24$94.9$4.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$89.0$2.54$86.5$4.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.4$3.04$92.3$4.40