Civic Intelligence

The Jefferson Davis Foundation

990EZ • Fiscal year 2017 • EIN 46-1087354

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization Profilejeffersondavisfoundation.org
P O Box 927Lexington, MS 39095

(662) 834-2488

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 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

72nd percentile

16%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

48th percentile

1.0%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-88%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$205,652

Up $2,102 (+1.0%) from 2016

Net Assets

Up

$205,652

Up $2,102 (+1.0%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin72nd percentile

Revenue

Down

$13,235

Down $100,091 (-88%) from 2016

Expenses

Down

$11,133

Down $133,908 (-92%) from 2016

Net Income

Up

$2,102

Up $33,817 (+107%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$300K$200K$100K$0Assets 2013: $261,090Liabilities 2013: $0Net Assets 2013: $261,0902013Assets 2014: $249,378Liabilities 2014: $0Net Assets 2014: $249,3782014Assets 2015: $235,265Liabilities 2015: $02015Assets 2016: $203,550Net Assets 2016: $203,5502016Assets 2017: $205,652Net Assets 2017: $205,6522017Assets 2018: $8,315Net Assets 2018: $8,3152018Assets 2019: $13,165Net Assets 2019: $13,1652019

Highlighted filing

2017

Assets$205,652
Liabilities-
Net Assets$205,652
Open 2017 Filing

Operations Trend

Revenue Growth3rd percentile

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

$400K$200K$0-$200KRevenue 2013: $10,000Expenses 2013: $850Net Income 2013: $9,1502013Revenue 2014: $175,930Expenses 2014: $187,642Net Income 2014: -$11,7122014Revenue 2015: $44,018Expenses 2015: $58,130Net Income 2015: -$14,1122015Revenue 2016: $113,326Expenses 2016: $145,041Net Income 2016: -$31,7152016Revenue 2017: $13,235Expenses 2017: $11,133Net Income 2017: $2,1022017Revenue 2018: $10,802Expenses 2018: $208,139Net Income 2018: -$197,3372018Revenue 2019: $10,029Expenses 2019: $5,179Net Income 2019: $4,8502019

Highlighted filing

2017

Revenue$13,235
Expenses$11,133
Net Income$2,102
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$13,235
Mission and Program Overview

Mission

The Jefferson Davis Foundation is formed for charitable purposes and supports historical and educational organizations that focus on the life of Jefferson Davis and Southern History.

Program Services

DescriptionGrantsExpenses
The Jefferson Davis Foundation is formed for charitable purposes and supports historical and educational activities that focus on the life of Jefferson Davis and Southern History. Provided tour of the historical sites of Jefferson Davis' life.$2,057-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bertram Hayes-DavisPresident-$0--
Andi OustaletVice President-$0--
Carol Hayes-DavisSecretary/Treas-$0--
John W BarrettDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Jefferson Davis Foundation
EIN
46-1087354
Phone
6628342488
Address
P O Box 927, Lexington, MS 39095

Signing Officer

Name
Bertram Hayes-Davis
Title
President
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Orsborn Sutphen & Oneal Pa
Address
PO BOX 515, GREENWOOD, MS 38935-0515
Preparer
F Marshall Sutphen Sr
Phone
6624534175
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $75”

Other Expenses.1005

“Travel $194”

Other Expenses.1007

“Conferences, Conventions, and Meetings $315”

Other Expenses.1

“Storage Expenses $1548”

Other Expenses.2

“Charities Registration $53”

Other Assets.1

“Lighting-Signage Imprvmnts for Beauvoir - Beginning $184556 Lighting-Signage Imprvmnts for Beauvoir - Ending $184556”

Raw XML Appendix164 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0184556
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0184556
IRS990EZ/OtherExpensesTotalAmt02185
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02057
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MS
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011133
IRS990EZ/TotalProgramServiceExpensesAmt02057
IRS990EZ/TotalRevenueAmt013235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0jeffersondavisfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0118630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0142865
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0113325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt043018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0158052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0314395
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt014203
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014203
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96990
IRS990ScheduleA/PublicSupportTotal509Amt0457260
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0276682
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010000
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0471463
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $194
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $315
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Storage Expenses $1548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Charities Registration $53
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Lighting-Signage Imprvmnts for Beauvoir - Beginning $184556 Lighting-Signage Imprvmnts for Beauvoir - Ending $184556
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bertram Hayes-Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Jefferson Davis Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0461087354
ReturnHeader/Filer/PhoneNum06628342488
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 927
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd039095
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 515
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0389350515
ReturnHeader/PreparerPersonGrp/PhoneNum06624534175
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0F Marshall Sutphen Sr
ReturnHeader/ReturnTs02017-11-13T09:13:15-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$205,652
Liabilities
-
Net assets
$205,652
Revenue
$13,235
Expenses
$11,133
Net income
$2,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.11$2.08$1.97
2017Detailed filing. Detailed filing data is available for this year.$2.06$2.06$0.13$0.11$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.04$2.04$1.13$1.45$0.32
2015Summary only. Only limited summary data is available for this year.$2.35$0.00$0.44$0.58$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.76$1.88$0.12
2013Summary only. Only limited summary data is available for this year.$2.61$0.00$2.61$0.10$0.01$0.09