Civic Intelligence

Davis Charitable Trust

990PF • Fiscal year 2016 • EIN 35-7082159

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 01, 2017

Organization Profile
430 Iona StMetairie, LA 70005

(504) 460-2856

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

2nd percentile

-1642%

Higher net margin than 2% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$0

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin2nd percentile

Revenue

$329,674

No earlier filing loaded for comparison.

Expenses

$5,743,853

No earlier filing loaded for comparison.

Net Income

-$5,414,179

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2016: $329,674Expenses 2016: $5,743,853Net Income 2016: -$5,414,1792016

Highlighted filing

2016

Revenue$329,674
Expenses$5,743,853
Net Income-$5,414,179
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 1, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMANUEL BLESSEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Davis Charitable Trust
EIN
35-7082159
Phone
5044602856
Address
430 IONA ST, METAIRIE, LA 70005

Signing Officer

Name
Emanuel Blessey
Title
Trustee
Phone
5044602856
Signed
2017-06-01
Discuss with paid preparer
Yes

Preparer

Firm
Piltz Williams Larosa & Co
Address
PO BOX 231, BILOXI, MS 39533
Preparer
David C Neumann CPA
Phone
2283744141
Raw XML Appendix308 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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AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06000
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0SHRINERS HOSPITALS FOR CHILDREN
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt05414179
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0CHARITABLE TRUST ASSETS DISTRIBUTED TO SHRINERS HOSPITALS FOR CHILDREN
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt02900 N ROCKY POINT DRIVE
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026874
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-114731
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1399056
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1U.S. TRUST
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02186
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02186
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0140690
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IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0140690
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0CHARITABLE TRUST ASSETS DISTRIBUTED TO SHRINERS HOSPITALS FOR CHILDREN
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02186
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOND PREMIUM ADJUSTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0US TRUST INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt031
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt019911
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UST INVESTMENT MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0820
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt019091
ReasonableCauseExplanation/ExplanationTxt0SEEKING RELIEF FOR LATE FILING UNDER THE "FIRST TIME ABATEMENT" POLICY. TAXPAYER IS PAYING THE AMOUNT OF TAX DUE IN FULL WITH INTEREST AND LATE PAYMENT PENALTIES.
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/Amt1896
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt12014 EXCISE TAX DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EMANUEL BLESSEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05044602856
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0357082159
ReturnHeader/Filer/PhoneNum05044602856
ReturnHeader/Filer/USAddress/AddressLine1Txt0430 IONA ST
ReturnHeader/Filer/USAddress/CityNm0METAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B19B8FC2F1C12AB15E61860CAF594029AD9057E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09B19B8FC2F1C12AB15E61860CAF594029AD9057E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.19.109.204
ReturnHeader/FilingSecurityInformation/IPDt02017-06-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:07:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640767137
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PILTZ WILLIAMS LAROSA & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 231
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BILOXI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd039533
ReturnHeader/PreparerPersonGrp/PhoneNum02283744141
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID C NEUMANN CPA
ReturnHeader/ReturnTs02017-06-09T14:05:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$329,674
Expenses
$5,743,853
Net income
-$5,414,179
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.33$5.74$5.41