Civic Intelligence

Carl a Davis and Lois E Davis Foundation

990PF • Fiscal year 2012 • EIN 37-1648116

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 06, 2013

Organization Profile
2700 Post Oak Blvd Suite 105077056
Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2012 filings • $50M-$100M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Source year 2012

Asset Growth

11th percentile

-5.5%

Faster asset growth than 11% of similar nonprofits.

2012 filings • $50M-$100M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$70,903,670

Down $4,105,723 (-5.5%) from 2011

Net Assets

$70,903,670

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$5,151,450

Up $5,150,600 (+605953%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$80M$60M$40M$20M$0Assets 2011: $75,009,393Liabilities 2011: $02011Assets 2012: $70,903,670Liabilities 2012: $0Net Assets 2012: $70,903,6702012Assets 2013: $69,122,781Liabilities 2013: $1Net Assets 2013: $69,122,7812013Assets 2014: $70,520,181Liabilities 2014: $1Net Assets 2014: $70,520,1812014Assets 2015: $71,924,852Liabilities 2015: $1Net Assets 2015: $71,924,8522015Assets 2016: $75,658,780Liabilities 2016: $0Net Assets 2016: $75,658,7802016Assets 2017: $71,688,462Liabilities 2017: $0Net Assets 2017: $71,688,4622017Assets 2018: $72,619,617Liabilities 2018: $0Net Assets 2018: $72,619,6172018Assets 2019: $70,395,437Liabilities 2019: $1Net Assets 2019: $70,395,4372019Assets 2020: $59,038,653Liabilities 2020: $1Net Assets 2020: $59,038,6532020Assets 2021: $51,886,644Liabilities 2021: $1Net Assets 2021: $51,886,6442021Assets 2022: $51,898,837Liabilities 2022: $1Net Assets 2022: $51,898,8372022Assets 2023: $51,783,572Liabilities 2023: $1Net Assets 2023: $51,783,5722023Assets 2024: $45,609,484Liabilities 2024: $0Net Assets 2024: $45,609,4842024

Highlighted filing

2012

Assets$70,903,670
Liabilities$0
Net Assets$70,903,670
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100M$50M$0-$50MRevenue 2011: $75,010,243Expenses 2011: $850Net Income 2011: $75,009,3932011Expenses 2012: $5,151,4502012Revenue 2013: $2,409,962Expenses 2013: $4,190,851Net Income 2013: -$1,780,8892013Revenue 2014: $6,406,589Expenses 2014: $5,247,557Net Income 2014: $1,159,0322014Revenue 2015: $3,215,042Expenses 2015: $1,668,619Net Income 2015: $1,546,4232015Revenue 2016: $5,137,275Expenses 2016: $1,163,585Net Income 2016: $3,973,6902016Revenue 2017: $5,609,576Expenses 2017: $9,430,721Net Income 2017: -$3,821,1452017Revenue 2018: $6,506,978Expenses 2018: $5,629,991Net Income 2018: $876,9872018Revenue 2019: $3,167,119Expenses 2019: $5,368,298Net Income 2019: -$2,201,1792019Revenue 2020: $544,470Expenses 2020: $11,661,600Net Income 2020: -$11,117,1302020Revenue 2021: $1,702,606Expenses 2021: $7,805,938Net Income 2021: -$6,103,3322021Revenue 2022: $816,593Expenses 2022: $1,089,643Net Income 2022: -$273,0502022Revenue 2023: $1,688,123Expenses 2023: $1,941,067Net Income 2023: -$252,9442023Revenue 2024: $2,322,010Expenses 2024: $8,513,524Net Income 2024: -$6,191,5142024

Highlighted filing

2012

Revenue-
Expenses$5,151,450
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 6, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CARL A DAVISDirector-$0--
LOIS E DAVISDirector-$0--
CHARLOTTE DAVIS LAKERDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWALSINGHAM FOUNDATIONOPERATING SUPPORTPUBLIC CHARITYHOUSTON, TX, US$5,000,000
Filing and Contact Details

Filer

EIN
37-1648116
Raw XML Appendix345 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0CARL A DAVIS
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IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/ContributingManager0CARL A DAVIS
IRS990PF/SupplementaryInformation/ContributingManager1LOIS E DAVIS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount05000000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0OPERATING SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10WALSINGHAM FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 550306
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0772550306
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear05000000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear03655862
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear10130340
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03655862
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear01213798
IRS990PF/UndistributedIncome/ExcessFromCurrentYear01213798
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions05000000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus01213798
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus01213798
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear0130340
OtherExpensesSchedule/OtherExpenses/Description0INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpenses/Description1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpenses/Description2KKR INVESTMENT INTEREST
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome068634
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome131680
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome20
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks068634
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks131680
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks246601
TaxesSchedule/Taxes/Amount04535
TaxesSchedule/Taxes/Category0FOREIGN TAX PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome04535
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0371648116
ReturnHeader/Filer/Name/BusinessNameLine10THE CARL A DAVIS AND LOIS E DAVIS FOUNDATION
ReturnHeader/Filer/NameControl0CARL
ReturnHeader/Filer/Phone07137229233
ReturnHeader/Filer/USAddress/AddressLine102700 POST OAK BLVD SUITE 1050
ReturnHeader/Filer/USAddress/City0HOUSTON
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode077056
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-11-06
ReturnHeader/Officer/Name0CARL A DAVIS
ReturnHeader/Officer/Phone07137229233
ReturnHeader/Officer/Title0OFFICER
ReturnHeader/PreparerFirm/EIN0760522558
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10UHY ADVISORS TX LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102929 ALLEN PARKWAY 20TH FLOOR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077019
ReturnHeader/Preparer/Name0T H WILSON
ReturnHeader/Preparer/Phone07139601706
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-12T09:36:30-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$70,903,670
Liabilities
$0
Net assets
$70,903,670
Revenue
-
Expenses
$5,151,450
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.6$0.00$45.6$2.32$8.51$6.19
2023Detailed filing. Detailed filing data is available for this year.$51.8$0.00$51.8$1.69$1.94$0.25
2022Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$0.82$1.09$0.27
2021Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$1.70$7.81$6.10
2020Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$0.54$11.7$11.1
2019Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$3.17$5.37$2.20
2018Detailed filing. Detailed filing data is available for this year.$72.6$0.00$72.6$6.51$5.63$0.88
2017Detailed filing. Detailed filing data is available for this year.$71.7$0.00$71.7$5.61$9.43$3.82
2016Detailed filing. Detailed filing data is available for this year.$75.7$0.00$75.7$5.14$1.16$3.97
2015Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$3.22$1.67$1.55
2014Detailed filing. Detailed filing data is available for this year.$70.5$0.00$70.5$6.41$5.25$1.16
2013Detailed filing. Detailed filing data is available for this year.$69.1$0.00$69.1$2.41$4.19$1.78
2012Detailed filing. Detailed filing data is available for this year.$70.9$0.00$70.9$5.15
2011Summary only. Only limited summary data is available for this year.$75.0$0.00$75.0$0.00$75.0
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • $50M-$100M nonprofits