Civic Intelligence

Davis Family Charitable Trust

990PF • Fiscal year 2014 • EIN 27-1501472

Jan 01, 2014 to Dec 31, 2014 • Filed on May 08, 2015

Organization Profile
300 Fifth Avenue South Suite101/446Naples, FL 34102

(239) 649-4755

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

$3,095,625

No earlier filing loaded for comparison.

Net Assets

$3,095,625

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin71st percentile

Revenue

$194,986

No earlier filing loaded for comparison.

Expenses

$163,648

No earlier filing loaded for comparison.

Net Income

$31,338

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,095,625Liabilities 2014: $0Net Assets 2014: $3,095,6252014Assets 2015: $3,102,619Liabilities 2015: $0Net Assets 2015: $3,102,6192015Assets 2016: $3,008,462Liabilities 2016: $0Net Assets 2016: $3,008,4622016Assets 2017: $2,943,619Liabilities 2017: $0Net Assets 2017: $2,943,6192017Assets 2018: $2,843,600Liabilities 2018: $0Net Assets 2018: $2,843,6002018Assets 2020: $2,551,569Liabilities 2020: $13,976Net Assets 2020: $2,537,5932020Assets 2021: $2,503,868Liabilities 2021: $0Net Assets 2021: $2,503,8682021Assets 2022: $2,403,606Liabilities 2022: $0Net Assets 2022: $2,403,6062022

Highlighted filing

2014

Assets$3,095,625
Liabilities$0
Net Assets$3,095,625
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2014: $194,986Expenses 2014: $163,648Net Income 2014: $31,3382014Revenue 2015: $169,540Expenses 2015: $162,546Net Income 2015: $6,9942015Revenue 2016: $85,345Expenses 2016: $179,502Net Income 2016: -$94,1572016Revenue 2017: $112,782Expenses 2017: $177,625Net Income 2017: -$64,8432017Revenue 2018: $83,906Expenses 2018: $183,925Net Income 2018: -$100,0192018Revenue 2020: $68,750Expenses 2020: $243,050Net Income 2020: -$174,3002020Revenue 2021: $67,724Expenses 2021: $101,449Net Income 2021: -$33,7252021Revenue 2022: $45,351Expenses 2022: $145,613Net Income 2022: -$100,2622022

Highlighted filing

2014

Revenue$194,986
Expenses$163,648
Net Income$31,338
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 8, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD P DAVISTrustee-$0--
SUSAN P DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Davis Family Charitable Trust
EIN
27-1501472
Phone
2396494755
Address
300 FIFTH AVENUE SOUTH SUITE, 101/446, NAPLES, FL 34102

Signing Officer

Name
Richard P Davis
Title
Trustee
Phone
2396494755
Signed
2015-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Mcgladrey Llp
Address
2000 W DOROTHY LN, DAYTON, OH 45439
Preparer
Jacquelyn C Otto
Phone
9372980201
Raw XML AppendixShowing 400 of 547 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/PropertyDesc11FRANKLIN FEDERAL TAX FREE INCOME FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12FRANKLIN FEDERAL TAX FREE INCOME FUND CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13NUVEEN LIMITED TERM MUNI BD FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14NUVEEN LIMITED TERM MUNI BD FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15NUVEEN LIMITED TERM MUNI BD FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16NUVEEN LIMITED TERM MUNI BD FD CL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17CAPITAL GAINS DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-12-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122014-12-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142014-10-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162014-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt081312
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt031338
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03095625
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03064287
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03095625
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0157957
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0157957
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0157957
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0159959
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02002
IRS990PF/DistributableAmountGrp/TotalTaxAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt04
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02002
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02006
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt03182603
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0223894
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0205963
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0204308
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03064287
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03095625
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt036778
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0141879
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0141879
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03064287
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03095625
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03182603
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03064287
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03095625
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03064287
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03095625
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt02803614
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt02747781
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt02836414
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03247905
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt075282
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03172623
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048719
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0159959
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03199186
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03247905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD P DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN P DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0300 FIFTH AVENUE SOUTH STE 101 446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 FIFTH AVENUE SOUTH STE 101 446
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NAPLES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0172826
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0173827
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0171852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0163372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0162780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0168970
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0230000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.048042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049437
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03199186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03248937
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03400635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03347801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03417907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03234368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0162250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.270108
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0162250
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0162250
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0162250
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0DIVIDENDS FROM MUTUAL FUNDS RECEIVING TAX EXEMPT INTEREST FROM STATE AND MUNICIPAL BONDS EXCLUDED FROM GROSS INCOME BY CODE SECTION 103
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02000 WEST DOROTHY LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DAYTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd045439
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MCGLADREY LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum09372980201
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN REQUEST STATING (1) THE AMOUNT OF FUNDS REQUESTED AND (2) THE PURPOSE OF THE REQUESTED FUNDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0RICHARD AND SUSAN DAVIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02396494755
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0300 FIFTH AVENUE SOUTH SUITE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0101/446
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD P DAVIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1SUSAN P DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt475000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt710000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt95000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt105000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHURCH OF THE HOLY ANGELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MICRO GRANTS

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,095,625
Liabilities
$0
Net assets
$3,095,625
Revenue
$194,986
Expenses
$163,648
Net income
$31,338
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.05$0.15$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.07$0.10$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.01$2.54$0.07$0.24$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.08$0.18$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.11$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.09$0.18$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.10$0.00$3.10$0.17$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.19$0.16$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • $1M-$5M nonprofits