Civic Intelligence

The Michael-David Family Foundation

EIN 27-1538342 • Lodi, CA

4580 W Highway 12Lodi, CA 95242
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-10026%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $35,684 (-100%) from 2023

Liabilities

Down

$0

Down $2,700 (-100%) from 2023

Net Assets

Down

$0

Down $32,984 (-100%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$329

Down $94 (-22%) from 2023

Expenses

Down

$33,313

Down $221,606 (-87%) from 2023

Net Income

Up

-$32,984

Up $221,512 (+87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $986,681Liabilities 2012: $0Net Assets 2012: $986,6812012Assets 2013: $814,562Liabilities 2013: $0Net Assets 2013: $814,5622013Assets 2014: $726,990Liabilities 2014: $0Net Assets 2014: $726,9902014Assets 2015: $650,530Liabilities 2015: $0Net Assets 2015: $650,5302015Assets 2016: $915,280Liabilities 2016: $0Net Assets 2016: $915,2802016Assets 2017: $1,230,654Liabilities 2017: $0Net Assets 2017: $1,230,6542017Assets 2018: $1,087,753Liabilities 2018: $0Net Assets 2018: $1,087,7532018Assets 2019: $892,067Liabilities 2019: $0Net Assets 2019: $892,0672019Assets 2020: $744,574Liabilities 2020: $0Net Assets 2020: $744,5742020Assets 2021: $627,108Liabilities 2021: $2,700Net Assets 2021: $624,4082021Assets 2022: $290,180Liabilities 2022: $2,700Net Assets 2022: $287,4802022Assets 2023: $35,684Liabilities 2023: $2,700Net Assets 2023: $32,9842023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $99,7622012Revenue 2013: $4,836Expenses 2013: $176,955Net Income 2013: -$172,1192013Revenue 2014: $72,997Expenses 2014: $160,569Net Income 2014: -$87,5722014Revenue 2015: $46,448Expenses 2015: $122,908Net Income 2015: -$76,4602015Revenue 2016: $454,575Expenses 2016: $189,825Net Income 2016: $264,7502016Revenue 2017: $508,538Expenses 2017: $193,164Net Income 2017: $315,3742017Revenue 2018: $84,348Expenses 2018: $227,249Net Income 2018: -$142,9012018Revenue 2019: $75,839Expenses 2019: $271,525Net Income 2019: -$195,6862019Revenue 2020: $78,295Expenses 2020: $225,788Net Income 2020: -$147,4932020Revenue 2021: $112,933Expenses 2021: $233,099Net Income 2021: -$120,1662021Revenue 2022: -$5,088Expenses 2022: $331,840Net Income 2022: -$336,9282022Revenue 2023: $423Expenses 2023: $254,919Net Income 2023: -$254,4962023Revenue 2024: $329Expenses 2024: $33,313Net Income 2024: -$32,9842024

Highlighted filing

2024

Revenue$329
Expenses$33,313
Net Income-$32,984
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$329
Expenses
$33,313
Net income
-$32,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.03$0.00$0.25$0.25
2022Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.01$0.33$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.62$0.11$0.23$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.08$0.23$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.08$0.27$0.20
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.08$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.51$0.19$0.32
2016Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.45$0.19$0.26
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.05$0.12$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.07$0.16$0.09
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.00$0.18$0.17
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL PHILLIPSPresident, VP-$0--
DAVID PHILLIPSCFO, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Michael-david Family Foundation
EIN
27-1538342
Phone
2093687384
Address
4580 W HIGHWAY 12, LODI, CA 95242

Signing Officer

Name
David Phillips
Title
CFO
Phone
2093687384
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Bowman & Company Llp
Address
10100 TRINITY PARKWAYSTE 310, STOCKTON, CA 95219
Preparer
Richard D Cline
Phone
2094731040
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/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0248472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0299353
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0192044
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0191852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0217075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0217075
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0958072
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt026351
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0248472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0299353
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0192044
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0191852
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027488
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt026351
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01175147
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01148796
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0188
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0188
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
LiquidationExplanationStmt/ExplanationTxt0THE MICHEAL DAVID FOUNDATION WAS DISSOLVED ON AUGUST 5, 2024. A FINAL DISTRIBUTION OF ITS ONLY ASSET, CASH, IN THE AMOUNT FO $15,925 WAS DONATED TO THE LOEL FOUNDATIOIN, (A NON-PROFIT CORPORATION), FEDERAL ID#94-2412399
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05926
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ADVANCE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03225
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0CA FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt025
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID PHILLIPS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02093687384
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MICHAEL-DAVID FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0271538342
ReturnHeader/Filer/PhoneNum02093687384
ReturnHeader/Filer/USAddress/AddressLine1Txt04580 W HIGHWAY 12
ReturnHeader/Filer/USAddress/CityNm0LODI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941481988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010100 TRINITY PARKWAYSTE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STOCKTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095219
ReturnHeader/PreparerPersonGrp/PhoneNum02094731040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD D CLINE
ReturnHeader/ReturnTs02025-11-17T14:00:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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