Civic Intelligence

Joan and Laurence Davis

990PF • Fiscal year 2020 • EIN 27-1485194

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 27, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

43%

Higher net margin than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

3.1%

Faster asset growth than 54% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-28%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$462,863

Up $14,131 (+3.1%) from 2019

Net Assets

Up

$462,863

Up $14,131 (+3.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin85th percentile

Revenue

Down

$121,862

Down $47,966 (-28%) from 2019

Expenses

Down

$69,921

Down $25,178 (-26%) from 2019

Net Income

Down

$51,941

Down $22,788 (-30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2020

Assets$462,863
Liabilities$0
Net Assets$462,863
Open 2020 Filing

Operations Trend

Revenue Growth37th 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

2020

Revenue$121,862
Expenses$69,921
Net Income$51,941
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 27, 2021
Return Version
2020v4.0
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
2021-02-27
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 Appendix317 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt036
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CYNTHIA JOAN DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12229 SIERRA HEIGHTS DRIVE
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CYNTHIA JOAN DAVIS
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt094810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt057820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt057820
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0299216
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt036699
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt053050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt053726
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt094810
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt060931
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060222
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt036699
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0357036
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0320337
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/TotalContributionsAmt028879
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt130766
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum12
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt028879
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt130766
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0Apple.com Stock (AAPL)
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1iShares US Technology ETF (IYW)
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-08-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12020-08-07
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL AND PROFESSIONAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0725
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0725
OtherDecreasesSchedule/OtherDecreasesDetail/Amt037846
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK / TAX DIFFERENCE - BASIS VS FMV OF DONATED SECURITES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUND PLANNING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04324
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04324
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13223
OtherIncreasesSchedule/OtherIncreasesDetail/Amt036
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/Amt11398
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt029
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11398
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURENCE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-27
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/ReturnTs02021-02-27T12:28:05-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LAURENCE
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
$462,863
Liabilities
$0
Net assets
$462,863
Revenue
$121,862
Expenses
$69,921
Net income
$51,941
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