Civic Intelligence

Charles a & Marna Davis Foundation

990PF • Fiscal year 2020 • EIN 13-3437924

May 01, 2019 to Apr 30, 2020 • Filed on Dec 10, 2020

Organization Profile
5 Osprey LaneKey Largo, FL 33037

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-75%

Higher net margin than 10% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,085,632

Up $327,725 (+19%) from 2016

Net Assets

$2,085,632

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Up

$666,287

Up $3,435 (+0.5%) from 2016

Expenses

Up

$1,163,428

Up $386,306 (+50%) from 2016

Net Income

Down

-$497,141

Down $382,871 (-335%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150M$100M$50M$0Assets 2012: $1,485,270Liabilities 2012: $02012Assets 2013: $1,596,362Liabilities 2013: $02013Assets 2014: $1,756,760Liabilities 2014: $02014Assets 2015: $1,872,176Liabilities 2015: $02015Assets 2016: $1,757,907Liabilities 2016: $02016Assets 2020: $2,085,632Liabilities 2020: $0Net Assets 2020: $2,085,6322020Assets 2021: $1,464,481Liabilities 2021: $0Net Assets 2021: $1,464,4812021Assets 2022: $2,103,647Liabilities 2022: $0Net Assets 2022: $2,103,6472022Assets 2023: $42,205,915Liabilities 2023: $0Net Assets 2023: $42,205,9152023Assets 2024: $148,566,327Liabilities 2024: $0Net Assets 2024: $148,566,3272024

Highlighted filing

2020

Assets$2,085,632
Liabilities$0
Net Assets$2,085,632
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MRevenue 2012: $663,354Expenses 2012: $673,797Net Income 2012: -$10,4432012Revenue 2013: $663,313Expenses 2013: $552,223Net Income 2013: $111,0902013Revenue 2014: $653,554Expenses 2014: $493,155Net Income 2014: $160,3992014Revenue 2015: $662,925Expenses 2015: $547,510Net Income 2015: $115,4152015Revenue 2016: $662,852Expenses 2016: $777,122Net Income 2016: -$114,2702016Revenue 2020: $666,287Expenses 2020: $1,163,428Net Income 2020: -$497,1412020Revenue 2021: $664,930Expenses 2021: $1,286,081Net Income 2021: -$621,1512021Revenue 2022: $3,808,310Expenses 2022: $1,269,325Net Income 2022: $2,538,9852022Revenue 2023: $45,575,186Expenses 2023: $1,738,031Net Income 2023: $43,837,1552023Revenue 2024: $69,056,506Expenses 2024: $772,313Net Income 2024: $68,284,1932024

Highlighted filing

2020

Revenue$666,287
Expenses$1,163,428
Net Income-$497,141
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Dec 10, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES A DAVISTrustee/Part-Time-$0--
MARNA DAVISTrustee/Part-Time-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE LIST ATTACHEDGENERAL SUPPORTPCSEE LIST ATTACHED, NY, US$1,157,418
Filing and Contact Details

Filer

Filer Name
Charles a & Marna Davis Foundation
EIN
13-3437924
In Care Of
% ERNST & YOUNG US LLP
Phone
2124400800
Address
5 OSPREY LANE, KEY LARGO, FL 33037

Signing Officer

Name
Marna a Davis
Title
Trustee
Phone
2038611191
Signed
2020-12-10

Preparer

Firm
Ernst & Young US Llp
Address
77 WATER STREET 9TH FL, NEW YORK, NY 10005
Preparer
Brian Stroh
Phone
2124400800
Raw XML Appendix305 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0328157
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0328157
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0642056
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0513737
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0472375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0548425
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0325674
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0325674
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03009064
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0832471
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0642056
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0513737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0472375
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0548425
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01160628
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0832471
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03334738
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02502267
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0CHARLES A DAVIS CHARITABLE LEAD AN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt05 OSPREY LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0KEY LARGO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033037
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0530000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1160
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ORD INCOME THRU MMC CAP TECH PROF FUND
TaxesSchedule/TaxesDetail/CategoryTxt0FED'L TAX-BAL DUE FYE 4/30/18
TaxesSchedule/TaxesDetail/CategoryTxt1FED'L TAX-1ST QTR FYE 4/30/19
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARNA A DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02038611191
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES A & MARNA DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0133437924
ReturnHeader/Filer/InCareOfNm0% ERNST & YOUNG US LLP
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt05 OSPREY LANE
ReturnHeader/Filer/USAddress/CityNm0KEY LARGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033037
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId047BBD34911ADC71D4718B07A60E53D6CC656EF41
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId047BBD34911ADC71D4718B07A60E53D6CC656EF41
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId026363620203595000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-12-24
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.193.239.239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt077 WATER STREET 9TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010005
ReturnHeader/PreparerPersonGrp/PhoneNum02124400800
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brian Stroh
ReturnHeader/ReturnTs02020-12-24T13:02:41-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-05-01
ReturnHeader/TaxPeriodEndDt02020-04-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,085,632
Liabilities
$0
Net assets
$2,085,632
Revenue
$666,287
Expenses
$1,163,428
Net income
-$497,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$149$0.00$149$69.1$0.77$68.3
2023Detailed filing. Detailed filing data is available for this year.$42.2$0.00$42.2$45.6$1.74$43.8
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$3.81$1.27$2.54
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.66$1.29$0.62
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.67$1.16$0.50
2016Summary only. Only limited summary data is available for this year.$1.76$0.00$0.66$0.78$0.11
2015Summary only. Only limited summary data is available for this year.$1.87$0.00$0.66$0.55$0.12
2014Summary only. Only limited summary data is available for this year.$1.76$0.00$0.65$0.49$0.16
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$0.66$0.55$0.11
2012Summary only. Only limited summary data is available for this year.$1.49$0.00$0.66$0.67$0.01