Civic Intelligence

Joan and Laurence Davis

990PF • Fiscal year 2018 • EIN 27-1485194

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

Organization Profile
2229 Sierra Heights DriveLas Vegas, NV 89134

(702) 804-1120

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

56th percentile

5.8%

Higher net margin than 56% 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

52nd percentile

1.4%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

28th percentile

-15%

Faster revenue growth than 28% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$432,813

Up $6,051 (+1.4%) from 2017

Net Assets

Up

$432,813

Up $6,287 (+1.5%) from 2017

Liabilities

Down

$0

Down $236 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin56th percentile

Revenue

Down

$109,011

Down $18,803 (-15%) from 2017

Expenses

Down

$102,724

Down $35,108 (-25%) from 2017

Net Income

Up

$6,287

Up $16,305 (+163%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2017: $426,762Liabilities 2017: $236Net Assets 2017: $426,5262017Assets 2018: $432,813Liabilities 2018: $0Net Assets 2018: $432,8132018Assets 2019: $448,732Liabilities 2019: $0Net Assets 2019: $448,7322019Assets 2020: $462,863Liabilities 2020: $0Net Assets 2020: $462,8632020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2018

Assets$432,813
Liabilities$0
Net Assets$432,813
Open 2018 Filing

Operations Trend

Revenue Growth28th percentile

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

$500K$0-$500KRevenue 2017: $127,814Expenses 2017: $137,832Net Income 2017: -$10,0182017Revenue 2018: $109,011Expenses 2018: $102,724Net Income 2018: $6,2872018Revenue 2019: $169,828Expenses 2019: $95,099Net Income 2019: $74,7292019Revenue 2020: $121,862Expenses 2020: $69,921Net Income 2020: $51,9412020Revenue 2021: $7,108Expenses 2021: $469,936Net Income 2021: -$462,8282021

Highlighted filing

2018

Revenue$109,011
Expenses$102,724
Net Income$6,287
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURENCE DAVISDirectorPT$0--
CYNTHIA JOAN DAVISDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Joan and Laurence Davis
EIN
27-1485194
Phone
7028041120
Address
2229 SIERRA HEIGHTS DRIVE, LAS VEGAS, NV 89134

Signing Officer

Name
Laurence Davis
Title
President
Signed
2019-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Taxed Right LLC
Address
9673 CAMINO CAPISTRANO LANE, LAS VEGAS, NV 89147
Preparer
Ramin Nahoraof CPA
Phone
7028291400
Raw XML Appendix345 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0226993
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1187082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY & BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EXCHANGE TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0228251
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1181827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt09
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt077500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt018777
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018777
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt05582
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt01505
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010299
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010299
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt050
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0245
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0109011
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0126
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt025929
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025929
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt014635
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt014635
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-07-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt041063
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt142230
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0970
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt43859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0970
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt35225
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt144366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt28901
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3187243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS FIDELITY BROKERAGE SVCS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS FIDELITY BROKERAGE SVCS LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VARIOUS CHARLES SCHWAB BROKERAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3VARIOUS CHARLES SCHWAB BROKERAGE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-07-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012725
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt01505
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06287
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0432813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0426526
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0432813
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023069
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023069
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023069
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023125
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt056
IRS990PF/DistributableAmountGrp/TotalTaxAmt056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt056
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt056
IRS990PF/FMVAssetsEOYAmt0428816
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03214
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt018738
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt018738
IRS990PF/Form990PFBalanceSheetsGrp/DeferredRevenueBOYAmt0236
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0426762
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0432813
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0469541
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011585
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0457956
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07043
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023125
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0462498
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0469541
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LAURENCE DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CYNTHIA JOAN DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02229 SIERRA HEIGHTS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12229 SIERRA HEIGHTS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAS VEGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LAS VEGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NV
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd189134
IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt083943
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02229 SIERRA HEIGHTS DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAS VEGAS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd089134
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LAURENCE DAVIS
IRS990PF/StatementsRegardingActyGrp/PhoneNum07028041120
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0U.S. MAIL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LAURENCE AND CYNTHIA JOAN DAVIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07028041120
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt02229 SIERRA HEIGHTS DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LAS VEGAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd089134
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0BASED ON INDIVIDUAL NEED OF APPLICANTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0BY YEAR END OF PRECEEDING YEAR
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0LAURENCE DAVIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CYNTHIA JOAN DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt164295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JEWISH FEDERATION OF LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ISRAEL EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02317 RENAISSANCE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt125 BROADWAY SUITE 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAS VEGAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd089119
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110004
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt076795
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/AppliedToCurrentYearAmt023069
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt094810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt060931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt057820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0100933
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt076480
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt076480
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0368220
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt094810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt060931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt057820
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0100933
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076795
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053726
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0444700
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0390974
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm05 D LIMITED PARTNERSHIP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02229 SIERRA HEIGHTS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAS VEGAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089124
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt077500
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUND PLANNING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05720
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14579
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05720
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14579
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LICENSES & PERMITS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt050
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0126
TaxesSchedule/TaxesDetail/Amt0126
TaxesSchedule/TaxesDetail/Amt1119
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0126
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1119
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN AND LAURENCE DAVIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0271485194
ReturnHeader/Filer/PhoneNum07028041120
ReturnHeader/Filer/USAddress/AddressLine1Txt02229 SIERRA HEIGHTS DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NV
ReturnHeader/Filer/USAddress/ZIPCd089134
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474416286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Taxed Right LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09673 CAMINO CAPISTRANO LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089147
ReturnHeader/PreparerPersonGrp/PhoneNum07028291400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAMIN NAHORAOF CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-04-15T15:28:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$432,813
Liabilities
$0
Net assets
$432,813
Revenue
$109,011
Expenses
$102,724
Net income
$6,287
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$4.70$4.63
2020Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.22$0.70$0.52
2019Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$1.70$0.95$0.75
2018Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$1.09$1.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$1.28$1.38$0.10