Civic Intelligence

Doris Davies Foundation Inc.

990PF • Fiscal year 2019 • EIN 27-4472416

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 15, 2020

P O Box 110Victorville, CA 92393

(760) 245-0127

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.0%

Faster asset growth than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.0%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,850,936

Up $18,565 (+1.0%) from 2018

Net Assets

Up

$1,850,936

Up $18,565 (+1.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$156,623

Up $12,973 (+9.0%) from 2018

Expenses

Down

$138,141

Down $982 (-0.7%) from 2018

Net Income

Up

$18,482

Up $13,955 (+308%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $0Liabilities 2011: $0Net Assets 2011: $02011Assets 2012: $1,297,617Liabilities 2012: $0Net Assets 2012: $1,297,6172012Assets 2013: $1,464,845Liabilities 2013: $0Net Assets 2013: $1,464,8452013Assets 2014: $1,634,235Liabilities 2014: $0Net Assets 2014: $1,634,2352014Assets 2015: $1,641,640Liabilities 2015: $0Net Assets 2015: $1,641,6402015Assets 2016: $1,604,651Liabilities 2016: $0Net Assets 2016: $1,604,6512016Assets 2017: $1,827,445Liabilities 2017: $0Net Assets 2017: $1,827,4452017Assets 2018: $1,832,371Liabilities 2018: $0Net Assets 2018: $1,832,3712018Assets 2019: $1,850,936Liabilities 2019: $0Net Assets 2019: $1,850,9362019Assets 2020: $1,940,394Liabilities 2020: $0Net Assets 2020: $1,940,3942020Assets 2021: $2,605,610Liabilities 2021: $0Net Assets 2021: $2,605,6102021Assets 2022: $3,081,436Liabilities 2022: $0Net Assets 2022: $3,081,4362022Assets 2023: $3,153,194Liabilities 2023: $0Net Assets 2023: $3,153,1942023Assets 2024: $3,216,122Liabilities 2024: $0Net Assets 2024: $3,216,1222024

Highlighted filing

2019

Assets$1,850,936
Liabilities$0
Net Assets$1,850,936

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $02010Expenses 2011: $02011Expenses 2012: $27,2342012Revenue 2013: $269,948Expenses 2013: $102,720Net Income 2013: $167,2282013Revenue 2014: $288,247Expenses 2014: $118,901Net Income 2014: $169,3462014Revenue 2015: $125,676Expenses 2015: $118,921Net Income 2015: $6,7552015Revenue 2016: $84,849Expenses 2016: $121,950Net Income 2016: -$37,1012016Revenue 2017: $341,032Expenses 2017: $118,546Net Income 2017: $222,4862017Revenue 2018: $143,650Expenses 2018: $139,123Net Income 2018: $4,5272018Revenue 2019: $156,623Expenses 2019: $138,141Net Income 2019: $18,4822019Revenue 2020: $222,218Expenses 2020: $137,428Net Income 2020: $84,7902020Revenue 2021: $797,494Expenses 2021: $132,214Net Income 2021: $665,2802021Revenue 2022: $637,515Expenses 2022: $166,742Net Income 2022: $470,7732022Revenue 2023: $235,701Expenses 2023: $164,953Net Income 2023: $70,7482023Revenue 2024: $255,427Expenses 2024: $193,446Net Income 2024: $61,9812024

Highlighted filing

2019

Revenue$156,623
Expenses$138,141
Net Income$18,482
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSANNE GRAHAMSecretary/Treas-$0--
Terry CaldwellPresident-$0--
Filing and Contact Details

Filer

Filer Name
Doris Davies Foundation Inc
EIN
27-4472416
Phone
7602450127
Address
P O BOX 110, VICTORVILLE, CA 92393

Signing Officer

Name
Susanne Graham
Title
Treasurer
Signed
2020-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Swanson Graham Russo & Thomas
Address
12180 RIDGECREST RD STE 502, VICTORVILLE, CA 92395
Preparer
Susanne Graham
Phone
7602450127
Raw XML Appendix383 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0VICTORVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07602450127
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0VICTORVILLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd092392
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRADUATING HIGH SCHOOL SENIOR WITH VICTORVILLE, CA RESIDENCY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0VARIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt057500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0NON PROFIT ORGANIZATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BEARS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ALYNA KIDDER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MEGAN NUMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2VIVIANA GARCIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SE REEN YIM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4GABRIELLA PADILLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014343 CIVIC DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112719 GIFFORD WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212485 SOFTWIND DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt312832 KING CANYON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt412663 FLINTRIDGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt514760 LA BRISA ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VICTORVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VICTORVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2VICTORVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VICTORVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4VICTORVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5VICTORVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd192392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292395
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd392392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd492392
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592392
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091000
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/AppliedToCurrentYearAmt02710
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt088290
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093008
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt091000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt090298
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt088290
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0DORIS DAVIES TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt012180 RIDGECREST RD 502
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0VICTORVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd092395
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015830
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0891
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02671
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01780
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PREPAID EXCISE TAX
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02752
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt022875
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt022875
OtherIncreasesSchedule/OtherIncreasesDetail/Amt012
OtherIncreasesSchedule/OtherIncreasesDetail/Amt171
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NONDIVIDEND DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1NONDIVIDEND DISTRIBUTION
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036061
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt036061
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt010
TaxesSchedule/TaxesDetail/Amt04000
TaxesSchedule/TaxesDetail/Amt1718
TaxesSchedule/TaxesDetail/Amt224
TaxesSchedule/TaxesDetail/Amt310
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2MISC TAX/INCOME
TaxesSchedule/TaxesDetail/CategoryTxt3STATE FEE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04000
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1718
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt224
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSANNE GRAHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DORIS DAVIES FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0DORI
ReturnHeader/Filer/EIN0274472416
ReturnHeader/Filer/PhoneNum07602450127
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 110
ReturnHeader/Filer/USAddress/CityNm0VICTORVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092393
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953322736
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWANSON GRAHAM RUSSO & THOMAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012180 RIDGECREST RD STE 502
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VICTORVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092395
ReturnHeader/PreparerPersonGrp/PhoneNum07602450127
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSANNE GRAHAM
ReturnHeader/ReturnTs02020-11-15T16:36:15-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.26$0.19$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.24$0.16$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.64$0.17$0.47
2021Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.80$0.13$0.67
2020Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.22$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.16$0.14$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.14$0.14$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.34$0.12$0.22
2016Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.12$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.13$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.29$0.12$0.17
2013Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.27$0.10$0.17
2012Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.03
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00