Civic Intelligence

Joan and Laurence Davis

990PF • Fiscal year 2019 • EIN 27-1485194

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 26, 2020

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

56th percentile

3.7%

Faster asset growth than 56% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$448,732

Up $15,919 (+3.7%) from 2018

Net Assets

Up

$448,732

Up $15,919 (+3.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin89th percentile

Revenue

Up

$169,828

Up $60,817 (+56%) from 2018

Expenses

Down

$95,099

Down $7,625 (-7.4%) from 2018

Net Income

Up

$74,729

Up $68,442 (+1089%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$448,732
Liabilities$0
Net Assets$448,732
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$169,828
Expenses$95,099
Net Income$74,729
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 26, 2020
Return Version
2019v5.0
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
2020-02-26
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 Appendix367 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
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AccountingFeesSchedule/AccountingFeesDetail/Amt0700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0275301
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1135957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt235587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0EQUITY & BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EXCHANGE TRADED FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MONEY MARKET FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0299105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1161307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt235587
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt056
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt012039
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt012039
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-02-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-12-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42011-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52011-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62011-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt048228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt125884
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21394
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt417128
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt542153
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-3335
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc04548 PIMCO FLEXIBALE CREDIT - PFLEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1173 VANGUARD GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc252 VERSUS CAP MULTI - VCMIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3122 ISHARES CORE S&P 500 ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4323 MERCK & CO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5500 MICROSOFT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61145 VERSUS CAP MULTI - VCMIX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-07
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt074729
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt058810
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0507542
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0432813
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0448732
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022828
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022828
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022828
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt023526
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0698
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0698
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0700
IRS990PF/FMVAssetsEOYAmt0497886
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt018738
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01887
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01887
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0448732
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0432813
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0414075
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0446845
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0432813
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013813
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0463872
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07165
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt023526
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0470520
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0477685
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
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAS VEGAS
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0462498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0480432
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt075878
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.412772
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt075180
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt075878
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0698
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt075878
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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/Amt075878
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ISRAEL EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt025 BROADWAY SUITE 1700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010004
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt075878
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/AppliedToCurrentYearAmt022828
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt022828
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt053726
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt094810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt060931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt057820
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0100933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0100933
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0320337
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt053050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt094810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt060931
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057820
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt075878
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt053050
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0421270
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0368220
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm05 D LIMITED PARTNERSHIP
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm15 D LIMITED PARTNERSHIP
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02229 SIERRA HEIGHTS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt12229 SIERRA HEIGHTS DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LAS VEGAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1LAS VEGAS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NV
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd089124
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd189124
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt053895
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt126906
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt053895
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt126906
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MICROSOFT STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1Merck & Co. Inc Stock
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-02-15
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12019-06-17
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt058810
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK / TAX DIFFERENCE - BASIS VS FMV OF DONATED SECURITES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUND PLANNING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02899
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13477
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02899
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13477
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LICENSES & PERMITS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt050
TaxesSchedule/TaxesDetail/Amt056
TaxesSchedule/TaxesDetail/CategoryTxt0TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt056
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-26
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/ReturnTs02020-02-26T13:32:58-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$448,732
Liabilities
$0
Net assets
$448,732
Revenue
$169,828
Expenses
$95,099
Net income
$74,729
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