Civic Intelligence

Robert & Mary Davis Foundation

990PF • Fiscal year 2021 • EIN 34-7207640

Jan 01, 2021 to Dec 31, 2021 • Filed on Jan 15, 2022

Organization Profile
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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

87th percentile

59%

Higher net margin than 87% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

76th percentile

22%

Faster asset growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

84th percentile

111%

Faster revenue growth than 84% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,365,738

Up $249,651 (+22%) from 2020

Net Assets

Up

$1,365,738

Up $249,651 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$268,239

Up $141,152 (+111%) from 2020

Expenses

Up

$110,588

Up $35,715 (+48%) from 2020

Net Income

Up

$157,651

Up $105,437 (+202%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2021

Assets$1,365,738
Liabilities$0
Net Assets$1,365,738
Open 2021 Filing

Operations Trend

Revenue Growth84th percentile

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

2021

Revenue$268,239
Expenses$110,588
Net Income$157,651
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jan 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

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
2022-01-15
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 Appendix265 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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TaxesSchedule/TaxesDetail/Amt0388
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TaxesSchedule/TaxesDetail/CategoryTxt1OHIO FILING FEE
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-15
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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/PreparationDt02022-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M BERRY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-01-13T18:19:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,365,738
Liabilities
$0
Net assets
$1,365,738
Revenue
$268,239
Expenses
$110,588
Net income
$157,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$1.23$2.04$0.81
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.00$1.38$0.15$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.27$0.11$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.12$0.00$1.12$0.13$0.07$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.27$0.05$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.22$0.05$0.17
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.69$0.00$0.69$0.12$0.04$0.09