Civic Intelligence

The Happy Davis Foundation Inc

990PF • Fiscal year 2020 • EIN 20-3246052

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 30, 2021

Organization Profile
Foundation Source 501 Silverside RdWilmington, DE 19809-1377

(800) 839-1754

Siviq Scores

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

Liabilities / Assets

59th percentile

0.08x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

92nd percentile

1.84x

Higher debt load relative to revenue than 92% of similar nonprofits.

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

Net Margin

8th percentile

-105%

Higher net margin than 8% 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

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$2,272,708

Up $77,576 (+3.5%) from 2019

Net Assets

Down

$2,091,099

Down $104,033 (-4.7%) from 2019

Liabilities

Up

$181,609

Up $181,609 from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin8th percentile

Revenue

Down

$98,658

Down $5,066,857 (-98%) from 2019

Expenses

Down

$202,691

Down $4,904,572 (-96%) from 2019

Net Income

Down

-$104,033

Down $162,285 (-279%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,450,076Liabilities 2010: $0Net Assets 2010: $1,450,0762010Assets 2011: $2,259,989Liabilities 2011: $0Net Assets 2011: $2,259,9892011Assets 2012: $1,964,335Liabilities 2012: $0Net Assets 2012: $1,964,3352012Assets 2013: $1,723,838Liabilities 2013: $0Net Assets 2013: $1,723,8382013Assets 2014: $1,835,340Liabilities 2014: $0Net Assets 2014: $1,835,3402014Assets 2015: $1,857,750Liabilities 2015: $02015Assets 2018: $2,136,880Liabilities 2018: $0Net Assets 2018: $2,136,8802018Assets 2019: $2,195,132Liabilities 2019: $0Net Assets 2019: $2,195,1322019Assets 2020: $2,272,708Liabilities 2020: $181,609Net Assets 2020: $2,091,0992020Assets 2021: $2,363,314Liabilities 2021: $0Net Assets 2021: $2,363,3142021Assets 2022: $2,551,980Liabilities 2022: $0Net Assets 2022: $2,551,9802022Assets 2023: $2,666,610Liabilities 2023: $0Net Assets 2023: $2,666,6102023Assets 2024: $2,928,715Liabilities 2024: $0Net Assets 2024: $2,928,7152024

Highlighted filing

2020

Assets$2,272,708
Liabilities$181,609
Net Assets$2,091,099
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$15M$10M$5.0M$0-$5.0M-$10MExpenses 2010: $4,753,1902010Expenses 2011: $4,240,4742011Expenses 2012: $5,853,9142012Revenue 2013: $6,082,304Expenses 2013: $6,322,801Net Income 2013: -$240,4972013Revenue 2014: $10,209,888Expenses 2014: $10,098,386Net Income 2014: $111,5022014Revenue 2015: $9,534,010Expenses 2015: $9,511,600Net Income 2015: $22,4102015Revenue 2018: $614,002Expenses 2018: $5,728,049Net Income 2018: -$5,114,0472018Revenue 2019: $5,165,515Expenses 2019: $5,107,263Net Income 2019: $58,2522019Revenue 2020: $98,658Expenses 2020: $202,691Net Income 2020: -$104,0332020Revenue 2021: $296,371Expenses 2021: $24,156Net Income 2021: $272,2152021Revenue 2022: $217,394Expenses 2022: $28,728Net Income 2022: $188,6662022Revenue 2023: $151,509Expenses 2023: $36,879Net Income 2023: $114,6302023Revenue 2024: $282,557Expenses 2024: $20,452Net Income 2024: $262,1052024

Highlighted filing

2020

Revenue$98,658
Expenses$202,691
Net Income-$104,033
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 30, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kris DavisDir, VP-$0--
Ray C DavisPres, Dir, Sec-$0--
Filing and Contact Details

Filer

Filer Name
The Happy Davis Foundation Inc
EIN
20-3246052
In Care Of
% Foundation Source
Phone
8008391754
Address
Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377

Signing Officer

Name
Ray C Davis
Title
President
Phone
8008391754
Signed
2021-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Source
Address
One Hollow Ln Ste 212, Lake Success, NY 11042
Preparer
Jeffrey D Haskell
Phone
8008391754
Raw XML Appendix297 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd075248
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd175020
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd228607
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0135479
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0135479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04964192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05568963
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01093629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05190121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt09388460
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09388460
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt016877584
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt060679
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04964192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05568963
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01093629
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05190121
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02018
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02016
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0196158
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt060679
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026266044
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026205365
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Administrative Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2State or Local Filing Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt016133
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0263
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0LINE OF CREDIT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0181609
TaxesSchedule/TaxesDetail/Amt0900
TaxesSchedule/TaxesDetail/Amt11792
TaxesSchedule/TaxesDetail/CategoryTxt0990-PF Estimated Tax for 2020
TaxesSchedule/TaxesDetail/CategoryTxt1990-PF Excise Tax for 2019
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY C DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08008391754
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Happy Davis Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0HAPP
ReturnHeader/Filer/EIN0203246052
ReturnHeader/Filer/InCareOfNm0% Foundation Source
ReturnHeader/Filer/PhoneNum08008391754
ReturnHeader/Filer/USAddress/AddressLine1Txt0Foundation Source 501 Silverside Rd
ReturnHeader/Filer/USAddress/CityNm0Wilmington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd0198091377
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Foundation Source
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0One Hollow Ln Ste 212
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Lake Success
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011042
ReturnHeader/PreparerPersonGrp/PhoneNum08008391754
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey D Haskell
ReturnHeader/ReturnTs02021-09-09T08:06:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RAY C
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,272,708
Liabilities
$181,609
Net assets
$2,091,099
Revenue
$98,658
Expenses
$202,691
Net income
-$104,033
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.28$0.02$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.15$0.04$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.22$0.03$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.30$0.02$0.27
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.18$2.09$0.10$0.20$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$5.17$5.11$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.00$2.14$0.61$5.73$5.11
2015Summary only. Only limited summary data is available for this year.$1.86$0.00$9.53$9.51$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$10.2$10.1$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$6.08$6.32$0.24
2012Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$5.85
2011Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$4.24
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$4.75