Civic Intelligence

Tua M Davis FBO W Davis Mem Fdn

990PF • Fiscal year 2019 • EIN 13-6138067

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 09, 2020

Organization Profile
P O Box 1802Providence, RI 02901-1802

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

13th percentile

0.00x

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

2019 filings • $25M-$50M nonprofits • Source year 2019

Net Margin

16th percentile

-16%

Higher net margin than 16% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

19th percentile

$52,472

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2019 filings • $25M-$50M nonprofits • Source year 2019

Asset Growth

25th percentile

-1.1%

Faster asset growth than 25% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

27th percentile

-4.3%

Faster revenue growth than 27% of similar nonprofits.

2019 filings • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$37,816,337

Down $411,301 (-1.1%) from 2018

Net Assets

Down

$37,816,337

Down $411,301 (-1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin16th percentile

Revenue

Down

$2,304,358

Down $104,275 (-4.3%) from 2018

Expenses

Down

$2,667,264

Down $204,617 (-7.1%) from 2018

Net Income

Up

-$362,906

Up $100,342 (+22%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$40M$30M$20M$10M$0Assets 2011: $33,441,297Liabilities 2011: $02011Assets 2012: $34,259,339Liabilities 2012: $02012Assets 2013: $34,763,572Liabilities 2013: $02013Assets 2014: $35,337,021Liabilities 2014: $0Net Assets 2014: $35,337,0212014Assets 2015: $36,931,280Liabilities 2015: $02015Assets 2018: $38,227,638Liabilities 2018: $0Net Assets 2018: $38,227,6382018Assets 2019: $37,816,337Liabilities 2019: $0Net Assets 2019: $37,816,3372019Assets 2020: $36,345,260Liabilities 2020: $0Net Assets 2020: $36,345,2602020Assets 2021: $37,015,445Liabilities 2021: $0Net Assets 2021: $37,015,4452021Assets 2022: $36,105,161Liabilities 2022: $12022Assets 2023: $34,853,569Liabilities 2023: $12023

Highlighted filing

2019

Assets$37,816,337
Liabilities$0
Net Assets$37,816,337
Open 2019 Filing

Operations Trend

Revenue Growth27th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,479,744Expenses 2011: $1,955,629Net Income 2011: -$475,8852011Revenue 2012: $2,890,159Expenses 2012: $2,064,039Net Income 2012: $826,1202012Revenue 2013: $2,525,795Expenses 2013: $2,252,633Net Income 2013: $273,1622013Revenue 2014: $3,437,359Expenses 2014: $2,632,019Net Income 2014: $805,3402014Revenue 2015: $4,243,641Expenses 2015: $2,640,950Net Income 2015: $1,602,6912015Revenue 2018: $2,408,633Expenses 2018: $2,871,881Net Income 2018: -$463,2482018Revenue 2019: $2,304,358Expenses 2019: $2,667,264Net Income 2019: -$362,9062019Revenue 2020: $1,598,516Expenses 2020: $3,119,262Net Income 2020: -$1,520,7462020Revenue 2021: $3,795,860Expenses 2021: $3,129,923Net Income 2021: $665,9372021Revenue 2022: $2,763,036Expenses 2022: $3,654,281Net Income 2022: -$891,2452022Revenue 2023: $1,360,721Expenses 2023: $2,627,667Net Income 2023: -$1,266,9462023

Highlighted filing

2019

Revenue$2,304,358
Expenses$2,667,264
Net Income-$362,906
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 9, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$52,472-$52,472
Filing and Contact Details

Filer

Filer Name
Ud M Davis for W Davis Mem Fdn
EIN
13-6138067
Phone
8888663275
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2020-04-09
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InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0558076
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt19375
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd11
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020989
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt031483
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt052472
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt02570493
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02570493
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01080000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01083844
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-362906
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09235169
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02241196
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt09375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt024911
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt065
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt043782
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02667264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02284978
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02304358
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt096771
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02007-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12007-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22007-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32010-09-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42014-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52014-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-05-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72012-08-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82012-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92009-03-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112019-04-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-09-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132013-09-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142009-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152009-03-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162011-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172012-04-20

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,816,337
Liabilities
$0
Net assets
$37,816,337
Revenue
$2,304,358
Expenses
$2,667,264
Net income
-$362,906
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$34.9$0.00$1.36$2.63$1.27
2022Summary only. Only limited summary data is available for this year.$36.1$0.00$2.76$3.65$0.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$0.00$37.0$3.80$3.13$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.00$36.3$1.60$3.12$1.52
2019Detailed filing. Detailed filing data is available for this year.$37.8$0.00$37.8$2.30$2.67$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$0.00$38.2$2.41$2.87$0.46
2015Summary only. Only limited summary data is available for this year.$36.9$0.00$4.24$2.64$1.60
2014Detailed filing. Detailed filing data is available for this year.$35.3$0.00$35.3$3.44$2.63$0.81
2013Summary only. Only limited summary data is available for this year.$34.8$0.00$2.53$2.25$0.27
2012Summary only. Only limited summary data is available for this year.$34.3$0.00$2.89$2.06$0.83
2011Summary only. Only limited summary data is available for this year.$33.4$0.00$1.48$1.96$0.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • $25M-$50M nonprofits