Civic Intelligence

Nathaniel D Davis Foundation

990PF • Fiscal year 2021 • EIN 34-1846507

Jan 01, 2021 to Dec 31, 2021 • Filed on May 10, 2022

Organization Profile
6871 Auburn RdConcord Twp, OH 44077

(440) 725-3228

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

95th percentile

85%

Higher net margin than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

59th percentile

9.3%

Faster asset growth than 59% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

90th percentile

166%

Faster revenue growth than 90% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$118,787

Up $10,107 (+9.3%) from 2020

Net Assets

Up

$118,787

Up $10,107 (+9.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$11,863

Up $7,397 (+166%) from 2020

Expenses

Down

$1,756

Down $10,064 (-85%) from 2020

Net Income

Up

$10,107

Up $17,461 (+237%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$150K$100K$50K$0Assets 2014: $133,265Liabilities 2014: $0Net Assets 2014: $133,2652014Assets 2015: $126,684Liabilities 2015: $0Net Assets 2015: $126,6842015Assets 2016: $119,894Liabilities 2016: $0Net Assets 2016: $119,8942016Assets 2017: $125,177Liabilities 2017: $0Net Assets 2017: $125,1772017Assets 2018: $117,923Liabilities 2018: $0Net Assets 2018: $117,9232018Assets 2019: $116,034Liabilities 2019: $0Net Assets 2019: $116,0342019Assets 2020: $108,680Liabilities 2020: $0Net Assets 2020: $108,6802020Assets 2021: $118,787Liabilities 2021: $0Net Assets 2021: $118,7872021Assets 2022: $2,500Liabilities 2022: $0Net Assets 2022: $2,5002022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$118,787
Liabilities$0
Net Assets$118,787
Open 2021 Filing

Operations Trend

Revenue Growth90th percentile

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

$200K$100K$0-$100K-$200KRevenue 2014: $10,978Expenses 2014: $16,954Net Income 2014: -$5,9762014Revenue 2015: $12,180Expenses 2015: $18,761Net Income 2015: -$6,5812015Revenue 2016: $7,185Expenses 2016: $13,975Net Income 2016: -$6,7902016Revenue 2017: $12,174Expenses 2017: $6,891Net Income 2017: $5,2832017Revenue 2018: $4,759Expenses 2018: $12,013Net Income 2018: -$7,2542018Revenue 2019: $9,854Expenses 2019: $11,743Net Income 2019: -$1,8892019Revenue 2020: $4,466Expenses 2020: $11,820Net Income 2020: -$7,3542020Revenue 2021: $11,863Expenses 2021: $1,756Net Income 2021: $10,1072021Revenue 2022: $21,640Expenses 2022: $137,927Net Income 2022: -$116,2872022Revenue 2023: $0Expenses 2023: $2,500Net Income 2023: -$2,5002023

Highlighted filing

2021

Revenue$11,863
Expenses$1,756
Net Income$10,107
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 10, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA L DAVISTrustee-$0--
SHARON DAVIS LEVYTrustee-$0--
ELIZABETH DAVIS JOHNSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Nathaniel D Davis Foundation
EIN
34-1846507
Phone
4407253228
Address
6871 AUBURN RD, CONCORD TWP, OH 44077

Signing Officer

Name
Barbara Davis
Title
Trustee
Phone
4407253228
Signed
2022-05-10

Preparer

Firm
Redmond & Company LLC
Address
174 N SAINT CLAIR ST, PAINESVILLE, OH 44077
Preparer
John C Redmond CPA
Phone
4403522828
Raw XML Appendix298 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/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION MAKES CONTRIBUTIONS TO QUALIFYING ORGANIZATIONS. IT DOES NOT GET INVOLVED DIRECTLY WITH ANY ORGANIZATION
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07126
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt012000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035000
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05000
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07126
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0999
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0999
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt157
TaxesSchedule/TaxesDetail/CategoryTxt0OH REGISTRATION FEE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BARBARA DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04407253228
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NATHANIEL D DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NATH
ReturnHeader/Filer/EIN0341846507
ReturnHeader/Filer/PhoneNum04407253228
ReturnHeader/Filer/USAddress/AddressLine1Txt06871 AUBURN RD
ReturnHeader/Filer/USAddress/CityNm0CONCORD TWP
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044077
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341899045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDMOND & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0174 N SAINT CLAIR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PAINESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044077
ReturnHeader/PreparerPersonGrp/PhoneNum04403522828
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John C Redmond CPA
ReturnHeader/ReturnTs02022-05-13T11:14:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BARBARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$118,787
Liabilities
$0
Net assets
$118,787
Revenue
$11,863
Expenses
$1,756
Net income
$10,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.03$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.03$0.00$0.03$0.22$1.38$1.16
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.12$0.02$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.04$0.12$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.10$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.05$0.12$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.12$0.07$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.07$0.14$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.12$0.19$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.11$0.17$0.06