Civic Intelligence

Robert & Mary Davis Foundation

990PF • Fiscal year 2019 • EIN 34-7207640

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 10, 2020

6234 Locust Hill RoadDayton, OH 45459

(937) 254-6197

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

96th percentile

82%

Higher net margin than 96% 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

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Up

$1,160,406

Up $310,491 (+37%) from 2017

Net Assets

Up

$1,160,406

Up $310,491 (+37%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$272,241

Up $53,889 (+25%) from 2017

Expenses

Down

$47,942

Down $2,847 (-5.6%) from 2017

Net Income

Up

$224,299

Up $56,736 (+34%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2016: $688,680Liabilities 2016: $0Net Assets 2016: $688,6802016Assets 2017: $849,915Liabilities 2017: $0Net Assets 2017: $849,9152017Assets 2019: $1,160,406Liabilities 2019: $0Net Assets 2019: $1,160,4062019Assets 2020: $1,116,087Liabilities 2020: $0Net Assets 2020: $1,116,0872020Assets 2021: $1,365,738Liabilities 2021: $0Net Assets 2021: $1,365,7382021Assets 2022: $1,384,317Liabilities 2022: $0Net Assets 2022: $1,384,3172022Assets 2024: $2,088,872Liabilities 2024: $0Net Assets 2024: $2,088,8722024

Highlighted filing

2019

Assets$1,160,406
Liabilities$0
Net Assets$1,160,406

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2016: $122,713Expenses 2016: $37,123Net Income 2016: $85,5902016Revenue 2017: $218,352Expenses 2017: $50,789Net Income 2017: $167,5632017Revenue 2019: $272,241Expenses 2019: $47,942Net Income 2019: $224,2992019Revenue 2020: $127,087Expenses 2020: $74,873Net Income 2020: $52,2142020Revenue 2021: $268,239Expenses 2021: $110,588Net Income 2021: $157,6512021Revenue 2022: $148,188Expenses 2022: $122,609Net Income 2022: $25,5792022Revenue 2024: $1,227,536Expenses 2024: $2,039,831Net Income 2024: -$812,2952024

Highlighted filing

2019

Revenue$272,241
Expenses$47,942
Net Income$224,299
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 10, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT J DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert & Mary Davis Foundation
EIN
34-7207640
Address
6234 LOCUST HILL ROAD, Dayton, OH 45459

Signing Officer

Name
Robert J Davis
Title
Trustee
Phone
9372546197
Signed
2020-07-10
Discuss with paid preparer
Yes

Preparer

Firm
David M Berry LLC
Address
5315 SPLIT RAIL, Dayton, OH 45429
Preparer
David M Berry
Phone
9376099753
Raw XML Appendix361 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/ContributingManagerNm0ROBERT J DAVIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO HELP FURTHER THEIR CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO FURTHER ITS CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO HELP FURTHER THEIR CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO ADVANCE THEIR CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO HELP FURTHER THEIR CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO HELP FURTHER THEIR CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6TO HELP ADVANCE THEIR CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO HELP FURTHER ITS CHARITABLE MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KIDS IN NEW DIRECTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1THINK TV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2COMMON CAUSE EDUCATION FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MEMORIAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4OHIO MASONIC HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SCOTTISH RITE BENEVOLENT FNDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6JOEL OSTEEN MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7KNIGHTS TEMPLAR EYE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02338 EAST FIFTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1110 SOUTH JEFFERSON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2172 EAST STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32338 E Fifth Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42655 WEST NATIONAL ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 519
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63700 SOUTHWEST FREEWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt71033 LONG PRAIRIE ROAD SUITE 5
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Dayton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Dayton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Columbus
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Dayton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Springfield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Lexington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Flower Mound
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd145402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd243215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd345403
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd445504
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd677027
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd775022
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042000
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/AppliedToCurrentYearAmt047942
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064140
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt014301
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06259
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02060
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt014301
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt047942
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014301
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01897
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERT J DAVIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06234 LOCUST HILL ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Dayton
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd045459
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0213683
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0113683
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0PUBLICALLY TRADED SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02019-03-01
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt023987
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION IN SECURITIES CONTRIBU
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHARLES SCHWAB FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0222
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0222
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0222
OtherIncreasesSchedule/OtherIncreasesDetail/Amt018000
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0OUTSTANDING CHECKS AT 12-31-2019
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Robert J Davis
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt06234 LOCUST HILL ROAD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Dayton
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OH
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd045459
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0520
TaxesSchedule/TaxesDetail/Amt1200
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAX
TaxesSchedule/TaxesDetail/CategoryTxt1OHIO FILING FEE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0520
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt1200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09372546197
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT & MARY DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0347207640
ReturnHeader/Filer/USAddress/AddressLine1Txt06234 LOCUST HILL ROAD
ReturnHeader/Filer/USAddress/CityNm0Dayton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID M BERRY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05315 SPLIT RAIL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045429
ReturnHeader/PreparerPersonGrp/PhoneNum09376099753
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M BERRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-24T15:28:26-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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