Civic Intelligence

Davis Family Foundation

990PF • Fiscal year 2018 • EIN 31-1589361

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 02, 2019

Organization Profile
8000 Bridger Shadows RdBozeman, MT 59715

(406) 586-2627

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

1st percentile

-2271%

Higher net margin than 1% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

21st percentile

-18%

Faster asset growth than 21% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

53%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$102,042

Down $21,733 (-18%) from 2017

Net Assets

Down

$102,042

Down $21,733 (-18%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Up

$957

Up $332 (+53%) from 2017

Expenses

Down

$22,690

Down $2,003 (-8.1%) from 2017

Net Income

Up

-$21,733

Up $2,335 (+9.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$150K$100K$50K$0Assets 2011: $78,609Liabilities 2011: $0Net Assets 2011: $78,6092011Assets 2012: $83,609Liabilities 2012: $0Net Assets 2012: $83,6092012Assets 2013: $73,701Liabilities 2013: $3,000Net Assets 2013: $70,7012013Assets 2014: $71,772Liabilities 2014: $0Net Assets 2014: $71,7722014Assets 2015: $71,009Liabilities 2015: $0Net Assets 2015: $71,0092015Assets 2016: $147,843Liabilities 2016: $0Net Assets 2016: $147,8432016Assets 2017: $123,775Liabilities 2017: $0Net Assets 2017: $123,7752017Assets 2018: $102,042Liabilities 2018: $0Net Assets 2018: $102,0422018Assets 2019: $91,100Liabilities 2019: $0Net Assets 2019: $91,1002019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$102,042
Liabilities$0
Net Assets$102,042
Open 2018 Filing

Operations Trend

Revenue Growth87th percentile

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

$200K$100K$0-$100KExpenses 2011: $8,0782011Expenses 2012: $10,2922012Revenue 2013: $5,118Expenses 2013: $18,026Net Income 2013: -$12,9082013Revenue 2014: $10,071Expenses 2014: $9,000Net Income 2014: $1,0712014Revenue 2015: $15,071Expenses 2015: $15,834Net Income 2015: -$7632015Revenue 2016: $110,224Expenses 2016: $32,890Net Income 2016: $77,3342016Revenue 2017: $625Expenses 2017: $24,693Net Income 2017: -$24,0682017Revenue 2018: $957Expenses 2018: $22,690Net Income 2018: -$21,7332018Revenue 2019: $1,058Expenses 2019: $12,000Net Income 2019: -$10,9422019Revenue 2020: $218Expenses 2020: $91,318Net Income 2020: -$91,1002020

Highlighted filing

2018

Revenue$957
Expenses$22,690
Net Income-$21,733
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 2, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD DAVISTrustee-$0--
SHARON DAVISTrustee-$0--
LAUREL DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Davis Family Foundation
EIN
31-1589361
Phone
4065862627
Address
8000 BRIDGER SHADOWS RD, BOZEMAN, MT 59715

Signing Officer

Name
Howard Davis
Title
Trustee
Signed
2019-07-02
Discuss with paid preparer
Yes

Preparer

Firm
Amatics CPA Group
Address
220 West Lamme Suite 3-A, Bozeman, MT 59715
Preparer
Larry Addink
Phone
4064041925
Raw XML Appendix287 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd159715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd259715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459715
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd559771
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
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/AppliedToCurrentYearAmt05536
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05536
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011590
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05474
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt013881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt013881
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt077538
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt016464
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt026910
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011590
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05474
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt016464
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt091419
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt074955
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0690
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TAX PREP FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0690
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0311589361
ReturnHeader/Filer/PhoneNum04065862627
ReturnHeader/Filer/USAddress/AddressLine1Txt08000 BRIDGER SHADOWS RD
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463057681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Amatics CPA Group
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 West Lamme Suite 3-A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bozeman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04064041925
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY ADDINK
ReturnHeader/ReturnTs02019-07-02T11:51:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,042
Liabilities
$0
Net assets
$102,042
Revenue
$957
Expenses
$22,690
Net income
-$21,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.91$0.91
2019Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.01$0.12$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.01$0.23$0.22
2017Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.01$0.25$0.24
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$1.10$0.33$0.77
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.15$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.10$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.03$0.71$0.05$0.18$0.13
2012Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.10
2011Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.08