Civic Intelligence

Simcha Davis Memorial Foundation

990EZ • Fiscal year 2014 • EIN 20-1645550

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 02, 2015

Organization Profile
4600 W Touhy Ave Suite 200SuiteLincolnwood, IL 60712

(773) 463-1313

Siviq Scores

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

Liabilities / Assets

86th percentile

0.34x

Higher debt load relative to assets than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

97th percentile

1.98x

Higher debt load relative to revenue than 97% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

2nd percentile

-337%

Higher net margin than 2% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

12th percentile

-37%

Faster asset growth than 12% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-85%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$73,812

Down $42,439 (-37%) from 2013

Net Assets

Down

$48,812

Down $42,439 (-47%) from 2013

Liabilities

Flat

$25,000

Flat from 2013

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin2nd percentile

Revenue

Down

$12,600

Down $69,493 (-85%) from 2013

Expenses

Down

$55,039

Down $1,163 (-2.1%) from 2013

Net Income

Down

-$42,439

Down $68,330 (-264%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$150K$100K$50K$0Assets 2011: $75,114Liabilities 2011: $25,0002011Assets 2012: $90,360Liabilities 2012: $25,0002012Assets 2013: $116,251Liabilities 2013: $25,000Net Assets 2013: $91,2512013Assets 2014: $73,812Liabilities 2014: $25,000Net Assets 2014: $48,8122014Assets 2015: $27,953Liabilities 2015: $0Net Assets 2015: $27,9532015Assets 2016: $29,678Liabilities 2016: $0Net Assets 2016: $29,6782016Assets 2017: $26,386Liabilities 2017: $0Net Assets 2017: $26,3862017Assets 2018: $26,371Liabilities 2018: $0Net Assets 2018: $26,3712018

Highlighted filing

2014

Assets$73,812
Liabilities$25,000
Net Assets$48,812
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200K-$400K-$600KRevenue 2011: -$93,261Expenses 2011: $340,460Net Income 2011: -$433,7212011Revenue 2012: $101,054Expenses 2012: $85,808Net Income 2012: $15,2462012Revenue 2013: $82,093Expenses 2013: $56,202Net Income 2013: $25,8912013Revenue 2014: $12,600Expenses 2014: $55,039Net Income 2014: -$42,4392014Revenue 2015: $25,950Expenses 2015: $46,809Net Income 2015: -$20,8592015Revenue 2016: $7,388Expenses 2016: $5,663Net Income 2016: $1,7252016Revenue 2017: $0Expenses 2017: $3,292Net Income 2017: -$3,2922017Revenue 2018: $0Expenses 2018: $15Net Income 2018: -$152018

Highlighted filing

2014

Revenue$12,600
Expenses$55,039
Net Income-$42,439
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 2, 2015
Return Version
2014v5.0
Gross Receipts
$12,600
Mission and Program Overview

Mission

To provide support to educational institutions.

Program Services

DescriptionGrantsExpenses
EDUCATION FUNDING--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
YOSEF DAVISDirector-$0--
MOSHE WOLFDirector-$0--
MEIR ZLOTOWITZDirector-$0--
ED BURKEDirector-$0--
SHELDON PERLDirector-$0--
MOSHE DAVISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Simcha Davis Memorial Foundation
EIN
20-1645550
In Care Of
% YOSEF DAVIS
Address
4600 W TOUHY AVE SUITE 200, Suite, LINCOLNWOOD, IL 60712

Signing Officer

Name
Yosef Davis
Title
President
Phone
7734631313
Signed
2015-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Frost Ruttenberg & Rothblatt Pc
Address
111 PFINGSTEN RD SUITE 300, DEERFIELD, IL 60015-4981
Preparer
Eliezer Hildeshaim
Phone
8472361111
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:1205”

Form 990EZ Part I Line 16

“Description:IL ANNUAL REPORT Amount:10”

Form 990EZ Part I Line 16

“Description:K-1 COVENANT CONSERVATIVE FUND Amount:27309”

Form 990EZ Part I Line 16

“Description:K-1 COVENANT AGGRESSIVE FUND Amount:16465”

Raw XML Appendix162 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LINCOLNWOOD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0YOSEF DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MOSHE WOLF
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED BURKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHELDON PERL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MOSHE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt025161
IRS990EZ/OtherAssetsTotalDetail/EOYAmt025161
IRS990EZ/OtherExpensesTotalAmt044989
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO EDUCATIONAL INSTITUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATION FUNDING
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025000
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055039
IRS990EZ/TotalRevenueAmt012600
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078850
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0371092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0692065
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt075995
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42051
IRS990ScheduleA/PublicSupportPY170Pct00.34299
IRS990ScheduleA/PublicSupportTotal170Amt0291019
IRS990ScheduleA/SubstantialContributorsTotAmt0401046
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0371092
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0692065
IRS990ScheduleA/TotalSupportAmt0692065
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:BANK FEES Amount:1205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:IL ANNUAL REPORT Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:K-1 COVENANT CONSERVATIVE FUND Amount:27309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:K-1 COVENANT AGGRESSIVE FUND Amount:16465
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0YOSEF DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07734631313
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIMCHA DAVIS MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SIMC
ReturnHeader/Filer/EIN0201645550
ReturnHeader/Filer/InCareOfNm0% YOSEF DAVIS
ReturnHeader/Filer/USAddress/AddressLine1Txt04600 W TOUHY AVE SUITE 200
ReturnHeader/Filer/USAddress/AddressLine2Txt0Suite
ReturnHeader/Filer/USAddress/CityNm0LINCOLNWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060712
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0600154981
ReturnHeader/PreparerPersonGrp/PhoneNum08472361111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ELIEZER HILDESHAIM
ReturnHeader/ReturnTs02015-08-31T11:24:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,812
Liabilities
$25,000
Net assets
$48,812
Revenue
$12,600
Expenses
$55,039
Net income
-$42,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.00$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.00$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.07$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.26$0.47$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.74$0.25$0.49$0.13$0.55$0.42
2013Detailed filing. Detailed filing data is available for this year.$1.16$0.25$0.91$0.82$0.56$0.26
2012Summary only. Only limited summary data is available for this year.$0.90$0.25$1.01$0.86$0.15
2011Summary only. Only limited summary data is available for this year.$0.75$0.25$0.93$3.40$4.34