Civic Intelligence

Patricia Joanne Davis Charitable Trust

EIN 47-1216533 • Lagrange, GA

PO Box 1107Lagrange, GA 30241
Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

Higher debt load relative to assets than 64% of similar nonprofits.

<$500k nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

<$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2020

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2020

Asset Growth

64th percentile

3.9%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-98%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$55,554

Up $2,078 (+3.9%) from 2019

Liabilities

Flat

$1

Flat from 2019

Net Assets

Up

$55,554

Up $2,078 (+3.9%) from 2019

Operations
Liabilities / Revenue67th percentileNet Margin99th percentile

Revenue

Down

$2,078

Down $94,889 (-98%) from 2019

Expenses

Down

$0

Down $3,927,355 (-100%) from 2019

Net Income

Up

$2,078

Up $3,832,466 (+100%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$600K$400K$200K$0Assets 2014: $600,000Liabilities 2014: $1Net Assets 2014: $600,0002014Assets 2019: $53,476Liabilities 2019: $1Net Assets 2019: $53,4762019Assets 2020: $55,554Liabilities 2020: $1Net Assets 2020: $55,5542020

Highlighted filing

2020

Assets$55,554
Liabilities$1
Net Assets$55,554
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2014: $1,000,000Expenses 2014: $400,000Net Income 2014: $600,0002014Revenue 2019: $96,967Expenses 2019: $3,927,355Net Income 2019: -$3,830,3882019Revenue 2020: $2,078Expenses 2020: $0Net Income 2020: $2,0782020

Highlighted filing

2020

Revenue$2,078
Expenses$0
Net Income$2,078
Open 2020 Filing

Filings

Most recent year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$55,554
Liabilities
$1
Net assets
$55,554
Revenue
$2,078
Expenses
$0
Net income
$2,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.05$0.00$0.05$0.10$3.93$3.83
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$1.00$0.40$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED L TURNERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Patricia Joanne Davis Charitable Trust
EIN
47-1216533
Phone
7062986648
Address
PO BOX 1107, LAGRANGE, GA 30241

Signing Officer

Name
Fred L Turner
Title
Trustee
Phone
7062986648
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
J Brock Morman CPA
Address
106 CHURCH STREET, LAGRANGE, GA 30240
Phone
4049339238
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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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