Civic Intelligence

The Mark E and Mary a Davis Foundation

990PF • Fiscal year 2021 • EIN 32-6369521

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 27, 2022

Organization Profile
805 Enterprise Drive EastBelle Plaine, MN 56011

(952) 873-4821

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

63rd percentile

22%

Higher net margin than 63% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

73rd percentile

19%

Faster asset growth than 73% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

391%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$34,901,881

Up $5,546,454 (+19%) from 2020

Net Assets

Up

$34,901,881

Up $5,546,454 (+19%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin63rd percentile

Revenue

Up

$3,103,527

Up $2,471,867 (+391%) from 2020

Expenses

Up

$2,412,421

Up $1,030,087 (+75%) from 2020

Net Income

Up

$691,106

Up $1,441,780 (+192%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$40M$30M$20M$10M$0Assets 2020: $29,355,427Liabilities 2020: $0Net Assets 2020: $29,355,4272020Assets 2021: $34,901,881Liabilities 2021: $0Net Assets 2021: $34,901,8812021Assets 2022: $26,085,955Liabilities 2022: $0Net Assets 2022: $26,085,9552022Assets 2024: $78,085Liabilities 2024: $0Net Assets 2024: $78,0852024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2021

Assets$34,901,881
Liabilities$0
Net Assets$34,901,881
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

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

$40M$20M$0-$20MRevenue 2020: $631,660Expenses 2020: $1,382,334Net Income 2020: -$750,6742020Revenue 2021: $3,103,527Expenses 2021: $2,412,421Net Income 2021: $691,1062021Revenue 2022: $2,390,710Expenses 2022: $3,498,405Net Income 2022: -$1,107,6952022Revenue 2024: $17,818,664Expenses 2024: $29,913,271Net Income 2024: -$12,094,6072024Revenue 2025: $207,690Expenses 2025: $206,402Net Income 2025: $1,2882025

Highlighted filing

2021

Revenue$3,103,527
Expenses$2,412,421
Net Income$691,106
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 27, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK E DAVISTrustee-$0--
MARY A DAVISTrustee-$0--
JAMES T WARDTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Mark E and Mary a Davis Foundation
EIN
32-6369521
Phone
9528734821
Address
805 ENTERPRISE DRIVE EAST, BELLE PLAINE, MN 56011

Signing Officer

Name
James Ward
Title
Treasurer
Phone
9528734821
Signed
2022-10-27
Discuss with paid preparer
Yes

Preparer

Firm
Redpath and Company Ltd
Address
4810 WHITE BEAR PARKWAY, WHITE BEAR LAKE, MN 55110
Preparer
Ashley Rehn CPA
Phone
6514267000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49433875
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt55308196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE PLC-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALLIANZ SE-SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5AMAZON.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6AMERIPRISE FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLIED MATERIALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ARTHUR J GALLAGHER & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ASTRAZENECA PLC - SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BAE SYSTEMS PLC - SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BAXTER INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BHP GROUP LTD - SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROADCOM LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONSTELLATION BRANDS INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DIAGEO PLC - SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ESTEE LAUDER COMPANIES - CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FEDEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25HONEYWELL INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26IBERDROLA S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31LOGITECH INTERNATIONAL - REG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35MONDELEZ INTERNATIONAL INC - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36NESTLE S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42RELX NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43ROCKWELL AUTOMATION INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44SCOTTS MIRACLE-GRO CO-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45SHERWIN-WILLIAMS CO/THE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46SIEMENS AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48T ROWE PRICE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49THERMO FISHER SCIENTIFIC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50TRANE TECHOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53US BANKCORP DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55WEC ENERGY GROUP, INC
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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,901,881
Liabilities
$0
Net assets
$34,901,881
Revenue
$3,103,527
Expenses
$2,412,421
Net income
$691,106
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$0.21$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$17.8$29.9$12.1
2022Detailed filing. Detailed filing data is available for this year.$26.1$0.00$26.1$2.39$3.50$1.11
2021Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$3.10$2.41$0.69
2020Detailed filing. Detailed filing data is available for this year.$29.4$0.00$29.4$0.63$1.38$0.75
Peer Organizations

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