Civic Intelligence

Davenport Educational Tr-Rbc

990PF • Fiscal year 2015 • EIN 23-7422939

Jul 01, 2014 to Jun 30, 2015 • Filed on Sep 24, 2015

PO Box 75000Detroit, MI 48275-7874

(252) 467-4743

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

36th percentile

0.00x

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

2015 filings • $500k-$1M nonprofits • Source year 2015

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

57th percentile

$4,899

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2015 filings • $500k-$1M nonprofits • Source year 2015

Asset Growth

17th percentile

-8.1%

Faster asset growth than 17% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

5th percentile

-67%

Faster revenue growth than 5% of similar nonprofits.

2015 filings • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$613,418

Down $53,935 (-8.1%) from 2014

Net Assets

Down

$613,418

Down $53,935 (-8.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$53,485

Down $108,553 (-67%) from 2014

Expenses

Down

$33,144

Down $107,591 (-76%) from 2014

Net Income

Down

$20,341

Down $962 (-4.5%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $635,147Liabilities 2012: $0Net Assets 2012: $635,1472012Assets 2013: $646,050Liabilities 2013: $0Net Assets 2013: $646,0502013Assets 2014: $667,353Liabilities 2014: $0Net Assets 2014: $667,3532014Assets 2015: $613,418Liabilities 2015: $0Net Assets 2015: $613,4182015Assets 2016: $533,704Liabilities 2016: $0Net Assets 2016: $533,7042016Assets 2017: $487,133Liabilities 2017: $0Net Assets 2017: $487,1332017Assets 2018: $451,771Liabilities 2018: $0Net Assets 2018: $451,7712018Assets 2019: $421,926Liabilities 2019: $0Net Assets 2019: $421,9262019Assets 2020: $381,695Liabilities 2020: $0Net Assets 2020: $381,6952020Assets 2021: $372,371Liabilities 2021: $0Net Assets 2021: $372,3712021Assets 2022: $340,969Liabilities 2022: $0Net Assets 2022: $340,9692022Assets 2023: $314,026Liabilities 2023: $0Net Assets 2023: $314,0262023Assets 2024: $1,447Liabilities 2024: $0Net Assets 2024: $1,4472024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2015

Assets$613,418
Liabilities$0
Net Assets$613,418

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2012: $74,2692012Expenses 2013: $14,4972013Revenue 2014: $162,038Expenses 2014: $140,735Net Income 2014: $21,3032014Revenue 2015: $53,485Expenses 2015: $33,144Net Income 2015: $20,3412015Revenue 2016: $27,288Expenses 2016: $96,545Net Income 2016: -$69,2572016Revenue 2017: $10,679Expenses 2017: $57,251Net Income 2017: -$46,5722017Revenue 2018: $18,278Expenses 2018: $53,637Net Income 2018: -$35,3592018Revenue 2019: $12,999Expenses 2019: $42,700Net Income 2019: -$29,7012019Revenue 2020: $13,374Expenses 2020: $53,750Net Income 2020: -$40,3762020Revenue 2021: $33,339Expenses 2021: $42,661Net Income 2021: -$9,3222021Revenue 2022: $22,673Expenses 2022: $54,073Net Income 2022: -$31,4002022Revenue 2023: $22,049Expenses 2023: $49,093Net Income 2023: -$27,0442023Revenue 2024: $260,364Expenses 2024: $572,568Net Income 2024: -$312,2042024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2015

Revenue$53,485
Expenses$33,144
Net Income$20,341
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Sep 24, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$4,899-$4,899
DR KATHRYN BRAKEChairman Of Distr Committee-$0--
VELMA JOHNSONMember - Distr Committee-$0--
DENNIS JOINERMember - Distr Committee-$0--
DELTON FARMERMember - Distr Committee-$0--
DR ANTHONY JACKSON SUPERINTENDENTMember - Distr Committee-$0--
JOHN D FARRELLY SUPRINTENDENTMember - Distr Committee-$0--
JOHN KINCHELOEMember - Distr Committee-$0--
Filing and Contact Details

Filer

Filer Name
Davenport Educational Tr-cma
EIN
23-7422939
Phone
2524674743
Address
PO BOX 75000, DETROIT, MI 48275-7874

Signing Officer

Name
Jacquelyn Sparks-walker
Title
Vice President
Phone
2524674743
Signed
2015-09-24

Preparer

Firm
Kpmg Llp
Address
2020 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
8558073423
Raw XML Appendix358 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01292. INDEXIQ ETF IQ ARB GLOBAL RESOURCES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd048275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd127808
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd227803
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd327804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd427802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd527856
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd627886
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd727804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt038339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt038339
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt072924
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt02929
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt055741
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt054735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt032900
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.057552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.097624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.003933
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.074964
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.06797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.043267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0666156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0746989
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0744763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0743569
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0805284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0760402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0490
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.287758
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0490
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0490
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0490
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 75000 MC 7874
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DETROIT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0482757874
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NC
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0COMERICA BANK & TRUST NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum02524674743
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/AppliedToCurrentYearAmt0490
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt086402
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03957
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03957
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0490
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03957
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt081955
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt081626
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0WRITE OFF BAD LOANS
OtherIncreasesSchedule/OtherIncreasesDetail/Amt07350
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0LOANS REINSTATED AFTER BEING PREVIOUSLY WRITTEN OFF
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JACQUELYN SPARKS-WALKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02524674743
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVENPORT EDUCATIONAL TR-CMA
ReturnHeader/Filer/BusinessNameControlTxt0DAVE
ReturnHeader/Filer/EIN0237422939
ReturnHeader/Filer/PhoneNum02524674743
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 75000
ReturnHeader/Filer/USAddress/CityNm0DETROIT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0482757874
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0135565207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KPMG LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02020 N CENTRAL AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085004
ReturnHeader/PreparerPersonGrp/PhoneNum08558073423
ReturnHeader/PreparerPersonGrp/PreparationDt02015-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/ReturnTs02015-09-24T15:00:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$2.60$5.73$3.12
2023Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.22$0.49$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.23$0.54$0.31
2021Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.33$0.43$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.13$0.54$0.40
2019Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.13$0.43$0.30
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.18$0.54$0.35
2017Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$0.11$0.57$0.47
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.00$5.34$0.27$0.97$0.69
2015Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$0.53$0.33$0.20
2014Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$1.62$1.41$0.21
2013Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.14
2012Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.74