Civic Intelligence

Davis Chartiable Foundation

990PF • Fiscal year 2021 • EIN 37-1272682

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 02, 2022

804 East BroadwayTrenton, IL 62293-0125

(618) 224-9211

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

45th percentile

11%

Higher net margin than 45% 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

33rd percentile

1.5%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Up

$2,528,659

Up $37,929 (+1.5%) from 2020

Net Assets

Up

$2,528,659

Up $37,929 (+1.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$253,312

Up $277,786 (+1135%) from 2020

Expenses

Up

$226,052

Up $2,602 (+1.2%) from 2020

Net Income

Up

$27,260

Up $275,184 (+111%) from 2020

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: $2,505,895Liabilities 2016: $0Net Assets 2016: $2,505,8952016Assets 2020: $2,490,730Liabilities 2020: $0Net Assets 2020: $2,490,7302020Assets 2021: $2,528,659Liabilities 2021: $0Net Assets 2021: $2,528,6592021Assets 2022: $2,661,654Liabilities 2022: $0Net Assets 2022: $2,661,6542022Assets 2023: $2,684,395Liabilities 2023: $0Net Assets 2023: $2,684,3952023Assets 2024: $2,649,035Liabilities 2024: $0Net Assets 2024: $2,649,0352024

Highlighted filing

2021

Assets$2,528,659
Liabilities$0
Net Assets$2,528,659

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2016: $349,691Expenses 2016: $149,789Net Income 2016: $199,9022016Revenue 2020: -$24,474Expenses 2020: $223,450Net Income 2020: -$247,9242020Revenue 2021: $253,312Expenses 2021: $226,052Net Income 2021: $27,2602021Revenue 2022: $372,335Expenses 2022: $236,889Net Income 2022: $135,4462022Revenue 2023: $176,535Expenses 2023: $153,794Net Income 2023: $22,7412023Revenue 2024: $270,604Expenses 2024: $305,964Net Income 2024: -$35,3602024

Highlighted filing

2021

Revenue$253,312
Expenses$226,052
Net Income$27,260
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 2, 2022
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY L DAVISTrustee-$0--
STEVEN J DAVISTrustee-$0--
JUNE E DAVISTrustee-$0--
JEFFREY J DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Davis Charitable Foundation
EIN
37-1272682
Phone
6182249211
Address
804 EAST BROADWAY, TRENTON, IL 62293-0125

Signing Officer

Name
Gary L Davis
Title
Trustee
Phone
6182249211
Signed
2022-06-02
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
475 REGENCY PARK SUITE 175, OFALLON, IL 62269
Preparer
Jeff Parker
Phone
6182331200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GOLDMAN SACHS INTL EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GOLDMAN SACHS GQG PARTNERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JP MORGAN EMERGING MARKETS EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4NUVEEN GLOBAL INFRASTRUCTURE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ISHARES TR MSCI EAFE MINIMUM VOLATILITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6SELECT SECTOR SPDR TR FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ENERGY SELECT SECTOR SPDR TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VANGUARD FTSE DEVELOPED MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD FTSE EMERGING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10VANGUARD SMALL CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11VANGUARD SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AT&T
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13AIR PRODS AND CHEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14AMGEN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BROADCOM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17CISCO SYSTEMS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18EMERSON ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19ENTERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22KINDER MORGAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23LILLY ELI & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UNITED PARCEL SERVICE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CROWN CASTLE INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ALPHABET INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BHP GROUP LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44CONSTELLATION BRAND
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DUPONT DE NEMOURS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51EXPEDIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52FISERV INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54GENERAL ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HEWLETT PACKARD ENTERPRISES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HILTON WORLDWIDE HLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MARVELL TECHNOLOGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62NEXTERA ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ORION OFFICE REIT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65PARKER-HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66ROSS STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67SEAGATE TECHNOLOGY HLD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68TEXAS INSTRUMENTS

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