Civic Intelligence

The Alan Jay Davis Memorial Trust

990PF • Fiscal year 2018 • EIN 25-6388764

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

2740 Smallman Street No 310Pittsburgh, PA 15222

(412) 391-2226

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

13th percentile

-33%

Higher net margin than 13% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

39th percentile

-3.2%

Faster asset growth than 39% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

6.7%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$18,394

Down $603 (-3.2%) from 2017

Net Assets

Down

$18,394

Down $603 (-3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$1,836

Up $116 (+6.7%) from 2017

Expenses

Up

$2,439

Up $417 (+21%) from 2017

Net Income

Down

-$603

Down $301 (-100%) from 2017

Historical Trend

Balance Sheet Trend

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

$20K$15K$10K$5.0K$0Assets 2013: $15,448Liabilities 2013: $0Net Assets 2013: $15,4482013Assets 2014: $18,157Liabilities 2014: $0Net Assets 2014: $18,1572014Assets 2015: $19,380Liabilities 2015: $0Net Assets 2015: $19,3802015Assets 2016: $19,299Liabilities 2016: $0Net Assets 2016: $19,2992016Assets 2017: $18,997Liabilities 2017: $0Net Assets 2017: $18,9972017Assets 2018: $18,394Liabilities 2018: $0Net Assets 2018: $18,3942018Assets 2019: $17,634Liabilities 2019: $0Net Assets 2019: $17,6342019Assets 2020: $18,952Liabilities 2020: $0Net Assets 2020: $18,9522020Assets 2021: $19,306Liabilities 2021: $0Net Assets 2021: $19,3062021Assets 2022: $19,938Liabilities 2022: $0Net Assets 2022: $19,9382022Assets 2023: $15,450Liabilities 2023: $0Net Assets 2023: $15,4502023Assets 2024: $17,446Liabilities 2024: $0Net Assets 2024: $17,4462024

Highlighted filing

2018

Assets$18,394
Liabilities$0
Net Assets$18,394

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2013: $416Expenses 2013: $1,003Net Income 2013: -$5872013Revenue 2014: $4,718Expenses 2014: $2,009Net Income 2014: $2,7092014Revenue 2015: $1,242Expenses 2015: $19Net Income 2015: $1,2232015Revenue 2016: $1,145Expenses 2016: $1,226Net Income 2016: -$812016Revenue 2017: $1,720Expenses 2017: $2,022Net Income 2017: -$3022017Revenue 2018: $1,836Expenses 2018: $2,439Net Income 2018: -$6032018Revenue 2019: $1,058Expenses 2019: $1,818Net Income 2019: -$7602019Revenue 2020: $2,328Expenses 2020: $1,010Net Income 2020: $1,3182020Revenue 2021: $1,371Expenses 2021: $1,017Net Income 2021: $3542021Revenue 2022: $651Expenses 2022: $19Net Income 2022: $6322022Revenue 2023: $2,786Expenses 2023: $7,274Net Income 2023: -$4,4882023Revenue 2024: $2,034Expenses 2024: $38Net Income 2024: $1,9962024

Highlighted filing

2018

Revenue$1,836
Expenses$2,439
Net Income-$603
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD D DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Alan Jay Davis Memorial Trust
EIN
25-6388764
Phone
4123912226
Address
2740 SMALLMAN STREET NO 310, PITTSBURGH, PA 15222

Signing Officer

Name
Howard D Davis
Title
Trustee
Phone
4123912226
Signed
2019-11-14
Raw XML Appendix284 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/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01263
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0485
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01644
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01159
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0485
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02422
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01159
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01644
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0485
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt017
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD D DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04123912226
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALAN JAY DAVIS MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALAN
ReturnHeader/Filer/EIN0256388764
ReturnHeader/Filer/PhoneNum04123912226
ReturnHeader/Filer/USAddress/AddressLine1Txt02740 SMALLMAN STREET NO 310
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03A42F9B682B3215B30DCA99E1AF019A63DE31380
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A42F9B682B3215B30DCA99E1AF019A63DE31380
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.254.203.233
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:26:18
ReturnHeader/ReturnTs02019-11-14T13:44:38-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.4$0.00$17.4$2.03$0.04$2.00
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.5$0.00$15.5$2.79$7.27$4.49
2022Detailed filing. Detailed filing data is available for this year.$19.9$0.00$19.9$0.65$0.02$0.63
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.3$0.00$19.3$1.37$1.02$0.35
2020Detailed filing. Detailed filing data is available for this year.$19.0$0.00$19.0$2.33$1.01$1.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$0.00$17.6$1.06$1.82$0.76
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$1.84$2.44$0.60
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$0.00$19.0$1.72$2.02$0.30
2016Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$1.15$1.23$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$0.00$19.4$1.24$0.02$1.22
2014Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$4.72$2.01$2.71
2013Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.42$1.00$0.59