Civic Intelligence

The Jefferson Davis Foundation

990EZ • Fiscal year 2018 • EIN 46-1087354

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 10, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

1st percentile

-1827%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-96%

Faster asset growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

25th percentile

-18%

Faster revenue growth than 25% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$8,315

Down $197,337 (-96%) from 2017

Net Assets

Down

$8,315

Down $197,337 (-96%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin1st percentile

Revenue

Down

$10,802

Down $2,433 (-18%) from 2017

Expenses

Up

$208,139

Up $197,006 (+1770%) from 2017

Net Income

Down

-$197,337

Down $199,439 (-9488%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2018

Assets$8,315
Liabilities-
Net Assets$8,315
Open 2018 Filing

Operations Trend

Revenue Growth25th 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

2018

Revenue$10,802
Expenses$208,139
Net Income-$197,337
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 10, 2018
Return Version
2017v2.2
Gross Receipts
$10,802
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.$2,089-
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
2018-11-10
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

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: Historical Preservation | Donee's Name: Beauvoir: The Jefferson Davis Home | Donee's Address: 2244 Beach Blvd Biloxi MS 39531 | Relationship of Donee: No Relationship | Description of Property: Light & Sign Renovations | Date of Gift: 20171115 | Book Value: $184556 | Method Used to Determine BV: Cost Basis | Fair Market Value: $184556 | Method Used to Determine FMV: Invoices”

Other Expenses.1001

“Advertising and Promotion $1537”

Other Expenses.1002

“Office Expenses $76”

Other Expenses.1

“Credit Card Processing Fees $371”

Other Expenses.2

“Storage Expenses $129”

Other Expenses.3

“Charities Registration $52”

Other Assets.1

“Beauvoir-Lighting-Sign Renvovatio - Beginning $184556 Beauvoir-Lighting-Sign Renvovatio - Ending $0”

Raw XML Appendix159 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/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MS
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd039095
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt021096
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IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0Modified Cash
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0205652
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0205652
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Bertram Hayes-Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Andi Oustalet
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Carol Hayes-Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John W Barrett
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/OtherExpensesTotalAmt02165
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02089
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MS
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0208139
IRS990EZ/TotalProgramServiceExpensesAmt02089
IRS990EZ/TotalRevenueAmt010802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0jeffersondavisfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010802
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0118630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0143667
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0113325
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt043018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0158052
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0314395
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt014203
IRS990ScheduleA/OtherIncome509Grp/TotalAmt014203
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96990
IRS990ScheduleA/PublicSupportPY509Pct00.96990
IRS990ScheduleA/PublicSupportTotal509Amt0458062
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0113325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt044018
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0276682
IRS990ScheduleA/Total509Grp/TotalAmt0458062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0113325
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt044018
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0290885
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0472265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: Historical Preservation | Donee's Name: Beauvoir: The Jefferson Davis Home | Donee's Address: 2244 Beach Blvd Biloxi MS 39531 | Relationship of Donee: No Relationship | Description of Property: Light & Sign Renovations | Date of Gift: 20171115 | Book Value: $184556 | Method Used to Determine BV: Cost Basis | Fair Market Value: $184556 | Method Used to Determine FMV: Invoices
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $1537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $76
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Credit Card Processing Fees $371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Storage Expenses $129
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Charities Registration $52
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Beauvoir-Lighting-Sign Renvovatio - Beginning $184556 Beauvoir-Lighting-Sign Renvovatio - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bertram Hayes-Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-10
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0640683684
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ORSBORN SUTPHEN & ONEAL PA
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/ReturnTs02018-11-10T08:54:08-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,315
Liabilities
-
Net assets
$8,315
Revenue
$10,802
Expenses
$208,139
Net income
-$197,337
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