Civic Intelligence

The Jefferson Davis Foundation

990EZ • Fiscal year 2019 • EIN 46-1087354

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

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 2019

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2019

Net Margin

91st percentile

48%

Higher net margin than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-7.2%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$13,165

Up $4,850 (+58%) from 2018

Net Assets

Up

$13,165

Up $4,850 (+58%) from 2018

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$10,029

Down $773 (-7.2%) from 2018

Expenses

Down

$5,179

Down $202,960 (-98%) from 2018

Net Income

Up

$4,850

Up $202,187 (+102%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2019

Assets$13,165
Liabilities-
Net Assets$13,165
Open 2019 Filing

Operations Trend

Revenue Growth38th 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

2019

Revenue$10,029
Expenses$5,179
Net Income$4,850
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$10,029
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, and contributions to 501c3's with like mission.$1,696-
Compensation and Service Providers
Top Officer Pay77th 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
2019-11-11
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 $183”

Other Expenses.1

“Vicksburg Military Park $1000”

Other Expenses.2

“Credit Card Processing Fees $345”

Other Expenses.3

“Booking Fees $179”

Other Expenses.4

“Virginia Museum of Historic Cu $120”

Other Expenses.5

“Charities Registration $52”

Raw XML Appendix153 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/CompensationAmt30
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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/OtherExpensesTotalAmt01879
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, and contributions to 501c3's with like mission.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01696
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MS
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt05179
IRS990EZ/TotalProgramServiceExpensesAmt01696
IRS990EZ/TotalRevenueAmt010029
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0jeffersondavisfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt010028
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt035065
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt043018
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0156343
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.96990
IRS990ScheduleA/PublicSupportTotal509Amt0191408
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt010028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt010802
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt013235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0113325
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt044018
IRS990ScheduleA/Total509Grp/TotalAmt0191408
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt010028
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt010802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt013235
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt044018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0191408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Vicksburg Military Park $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Credit Card Processing Fees $345
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Booking Fees $179
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Virginia Museum of Historic Cu $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Charities Registration $52
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bertram Hayes-Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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/ReturnTs02019-11-11T08:59:14-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,165
Liabilities
-
Net assets
$13,165
Revenue
$10,029
Expenses
$5,179
Net income
$4,850
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