Civic Intelligence

Carl a Davis and Lois E Davis Foundation

990T • Fiscal year 2021 • EIN 37-1648116

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 23, 2022

Organization Profile
8822 Stable Crest BoulevardHouston, TX 77024

(713) 572-1122

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$45,609,484
Liabilities$0
Net Assets$45,609,484
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$2,322,010
Expenses$8,513,524
Net Income-$6,191,514
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 23, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Carl a Davis and Lois E Davis
EIN
37-1648116
Phone
7135721122
Address
8822 STABLE CREST BOULEVARD, HOUSTON, TX 77024

Signing Officer

Name
Lois Davis
Title
Officer
Phone
7135721122
Signed
2022-09-23
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
11300 CANTRELL ROAD SUITE 301, LITTLE ROCK, AR 72212
Preparer
Michelle Mann
Phone
5012275800
Raw XML Appendix109 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.

Path#Value
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-20913
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt111803
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PIMCO BRAVO FUND ONSHORE FEEDER II, L.P.
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1PIMCO BRAVO FUND II OFFSHORE FEEDER AIV
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-9110
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-7
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt1498
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0PIMCO BRAVO FUND II OFFSHORE FEEDER AIV
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1INVESCO DB COMMODITY INDEX TRACKING FUND
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0491
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt041489
IRS990T/BooksInCareOfDetail/PersonNm0LOIS DAVIS
IRS990T/BooksInCareOfDetail/PhoneNum07135721122
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt08822 STABLE CREST BLVD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0HOUSTON
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd077024
IRS990T/BookValueAssetsEOYAmt051682525
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt01156
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt033899
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt047738
IRS990T/OverpaymentSection/OverpaymentAmt047738
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0155791
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990T/PriorYearOverpaymentCreditAmt047738
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt0105873
IRS990TScheduleA/OtherIncomeAmt0273671
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt05788
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-138531
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0140928
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0140928
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FINANCIAL INVESTMENTS AND RELATED ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt0140928
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt035055
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt047738
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIBeforeNOLSpecificAmt033899
IRS990T/TotalUBTIComputedAmt035055
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOIS DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum07135721122
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CARL A DAVIS AND LOIS E DAVIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0371648116
ReturnHeader/Filer/PhoneNum07135721122
ReturnHeader/Filer/USAddress/AddressLine1Txt08822 STABLE CREST BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0HOUSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077024
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731413977
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGANTAYLOR LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011300 CANTRELL ROAD SUITE 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LITTLE ROCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd072212
ReturnHeader/PreparerPersonGrp/PhoneNum05012275800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE MANN
ReturnHeader/ReturnTs02022-09-23T10:04:14-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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