Civic Intelligence

The Davis Family Memorial Trust

EIN 38-6957358 • Lambertville, NJ

Refreshing map…

206 Holcombe WayLambertville, NJ 08530
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Net Margin

11th percentile

-176%

Higher net margin than 11% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE T22 • $500k-$1M nonprofits • Source year 2024

Asset Growth

20th percentile

-7.3%

Faster asset growth than 20% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

11th percentile

-53%

Faster revenue growth than 11% of similar nonprofits.

NTEE T22 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$669,112

Down $52,643 (-7.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$669,112

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue87th percentileNet Margin11th percentile

Revenue

Down

$29,891

Down $34,275 (-53%) from 2023

Expenses

Down

$82,534

Down $2,614 (-3.1%) from 2023

Net Income

Down

-$52,643

Down $31,661 (-151%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $953,824Liabilities 2011: $02011Assets 2012: $938,295Liabilities 2012: $02012Assets 2013: $913,344Liabilities 2013: $02013Assets 2014: $881,791Liabilities 2014: $02014Assets 2015: $845,148Liabilities 2015: $02015Assets 2019: $822,150Liabilities 2019: $02019Assets 2021: $819,571Liabilities 2021: $1Net Assets 2021: $819,5712021Assets 2022: $742,737Liabilities 2022: $1Net Assets 2022: $742,7372022Assets 2023: $721,755Liabilities 2023: $12023Assets 2024: $669,112Liabilities 2024: $0Net Assets 2024: $669,1122024

Highlighted filing

2024

Assets$669,112
Liabilities$0
Net Assets$669,112
Open 2024 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,004,981Expenses 2011: $51,147Net Income 2011: $953,8342011Revenue 2012: $36,256Expenses 2012: $51,785Net Income 2012: -$15,5292012Revenue 2013: $29,593Expenses 2013: $54,544Net Income 2013: -$24,9512013Revenue 2014: $41,363Expenses 2014: $57,452Net Income 2014: -$16,0892014Revenue 2015: $19,415Expenses 2015: $56,058Net Income 2015: -$36,6432015Revenue 2019: $90,422Expenses 2019: $65,757Net Income 2019: $24,6652019Revenue 2021: $131,940Expenses 2021: $82,006Net Income 2021: $49,9342021Revenue 2022: $9,140Expenses 2022: $85,974Net Income 2022: -$76,8342022Revenue 2023: $64,166Expenses 2023: $85,148Net Income 2023: -$20,9822023Revenue 2024: $29,891Expenses 2024: $82,534Net Income 2024: -$52,6432024

Highlighted filing

2024

Revenue$29,891
Expenses$82,534
Net Income-$52,643
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$669,112
Liabilities
$0
Net assets
$669,112
Revenue
$29,891
Expenses
$82,534
Net income
-$52,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.03$0.08$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.72$0.00$0.06$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.01$0.09$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.00$0.82$0.13$0.08$0.05
2019Summary only. Only limited summary data is available for this year.$0.82$0.00$0.09$0.07$0.02
2015Summary only. Only limited summary data is available for this year.$0.85$0.00$0.02$0.06$0.04
2014Summary only. Only limited summary data is available for this year.$0.88$0.00$0.04$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.03$0.05$0.02
2012Summary only. Only limited summary data is available for this year.$0.94$0.00$0.04$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$1.00$0.05$0.95
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LLOYD DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Davis Family Memorial Trust
EIN
38-6957358
Phone
6093972245
Address
206 HOLCOMBE WAY, LAMBERTVILLE, NJ 08530

Signing Officer

Name
Lloyd Davis
Title
Chairman
Signed
2025-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Goldstein & Loggia Cpas LLC
Address
707 TENNENT ROAD, MANALAPAN, NJ 07726
Preparer
David Lewis CPA
Phone
7326177004
Raw XML Appendix321 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2acute care medical facility
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4provides care and support for the needy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5college level education
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt799 SOUTH MAIN STREET
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd859802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd908530
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt072000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0High Ridge
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1HIGH RIDGE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt12826
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt25325
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12826
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt25325
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12826
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12826
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25325
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0156
TaxesSchedule/TaxesDetail/Amt0156
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0156
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0156
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LLOYD DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVIS FAMILY MEMORIAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0386957358
ReturnHeader/Filer/PhoneNum06093972245
ReturnHeader/Filer/USAddress/AddressLine1Txt0206 HOLCOMBE WAY
ReturnHeader/Filer/USAddress/CityNm0LAMBERTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831055186
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOLDSTEIN & LOGGIA CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0707 TENNENT ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANALAPAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd007726
ReturnHeader/PreparerPersonGrp/PhoneNum07326177004
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LEWIS CPA
ReturnHeader/ReturnTs02025-06-13T08:44:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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