Civic Intelligence

Richard & Rosalee C Davison Foundation Inc.

990PF • Fiscal year 2019 • EIN 52-1348965

Aug 01, 2018 to Jul 31, 2019 • Filed on Dec 16, 2019

Organization Profile
1233 W Mount Royal AveBaltimore, MD 21217-4133

(410) 727-4586

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

52%

Higher net margin than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

3.5%

Faster asset growth than 55% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-66%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$1,579,504

Up $53,797 (+3.5%) from 2018

Net Assets

Up

$1,579,504

Up $53,797 (+3.5%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Down

$103,847

Down $198,168 (-66%) from 2018

Expenses

Down

$50,050

Down $294,495 (-85%) from 2018

Net Income

Up

$53,797

Up $96,327 (+226%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$10M$5.0M$0Assets 2010: $1,243,869Liabilities 2010: $0Net Assets 2010: $1,243,8692010Assets 2011: $1,202,060Liabilities 2011: $0Net Assets 2011: $1,202,0602011Assets 2012: $1,326,652Liabilities 2012: $0Net Assets 2012: $1,326,6522012Assets 2013: $1,374,380Liabilities 2013: $0Net Assets 2013: $1,374,3802013Assets 2014: $1,299,034Liabilities 2014: $0Net Assets 2014: $1,299,0342014Assets 2015: $1,573,860Liabilities 2015: $0Net Assets 2015: $1,573,8602015Assets 2016: $1,932,414Liabilities 2016: $0Net Assets 2016: $1,932,4142016Assets 2018: $1,525,707Liabilities 2018: $0Net Assets 2018: $1,525,7072018Assets 2019: $1,579,504Liabilities 2019: $0Net Assets 2019: $1,579,5042019Assets 2020: $1,594,264Liabilities 2020: $0Net Assets 2020: $1,594,2642020Assets 2021: $1,737,536Liabilities 2021: $0Net Assets 2021: $1,737,5362021Assets 2022: $1,842,414Liabilities 2022: $0Net Assets 2022: $1,842,4142022Assets 2023: $2,310,125Liabilities 2023: $0Net Assets 2023: $2,310,1252023Assets 2024: $1,863,625Liabilities 2024: $0Net Assets 2024: $1,863,6252024Assets 2025: $9,816,120Liabilities 2025: $0Net Assets 2025: $9,816,1202025

Highlighted filing

2019

Assets$1,579,504
Liabilities$0
Net Assets$1,579,504
Open 2019 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $561,5952010Expenses 2011: $671,3202011Expenses 2012: $664,5322012Expenses 2013: $802,5702013Revenue 2014: $818,839Expenses 2014: $894,185Net Income 2014: -$75,3462014Revenue 2015: $1,038,111Expenses 2015: $763,285Net Income 2015: $274,8262015Revenue 2016: $1,206,205Expenses 2016: $847,651Net Income 2016: $358,5542016Revenue 2018: $302,015Expenses 2018: $344,545Net Income 2018: -$42,5302018Revenue 2019: $103,847Expenses 2019: $50,050Net Income 2019: $53,7972019Revenue 2020: $125,260Expenses 2020: $110,500Net Income 2020: $14,7602020Revenue 2021: $161,772Expenses 2021: $18,500Net Income 2021: $143,2722021Revenue 2022: $167,406Expenses 2022: $62,528Net Income 2022: $104,8782022Revenue 2023: $540,711Expenses 2023: $73,000Net Income 2023: $467,7112023Revenue 2024: $156,536Expenses 2024: $603,036Net Income 2024: -$446,5002024Revenue 2025: $8,452,559Expenses 2025: $500,064Net Income 2025: $7,952,4952025

Highlighted filing

2019

Revenue$103,847
Expenses$50,050
Net Income$53,797
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Dec 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard DavisonPresident/TreasurerPT$0--
Rosalee C DavisonVice President/SecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Richard & Rosalee C Davison Foundation
EIN
52-1348965
Phone
4107274586
Address
1233 W Mount Royal Ave, Baltimore, MD 21217-4133

Signing Officer

Name
Richard Davison
Title
President/Treasurer
Phone
4107274586
Signed
2019-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Mt Royal Management Company LLP
Address
1233 W Mount Royal Ave, Baltimore, MD 21217-4133
Preparer
Beth-Ann Blatnick
Phone
4107274586
Raw XML Appendix327 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Richard Davison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Rosalee C Davison
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President/Secretary
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0212174133
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0There are no restrictions or limitations on awards.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0There are no submission deadlines.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Richard Davison
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Rosalee C Davison
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Brandeis University Schusterman Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Mailstop 054 PO Box 549110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Waltham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0024549110
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt050000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt050000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt075284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt025284
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0277757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0518654
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0732506
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0678975
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0827758
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt025284
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0802474
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02207892
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0277757
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0518654
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0732506
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0678975
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt050000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03010366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03035650
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01201104
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt166668
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Life insurance csv
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Loan receivable
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01249947
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt150002
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01249947
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt150002
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Hidden Valley expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt052085
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt148844
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Hidden Valley K-1 income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Life insurance c.s.v. increase
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt052085
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt052085
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt148844
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Richard Davison
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum04107274586
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard & Rosalee C Davison Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Inc
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0521348965
ReturnHeader/Filer/PhoneNum04107274586
ReturnHeader/Filer/USAddress/AddressLine1Txt01233 W Mount Royal Ave
ReturnHeader/Filer/USAddress/CityNm0Baltimore
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd0212174133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521065079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mt Royal Management Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 W Mount Royal Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Baltimore
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212174133
ReturnHeader/PreparerPersonGrp/PhoneNum04107274586
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Beth-Ann Blatnick
ReturnHeader/ReturnTs02019-12-16T16:53:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,579,504
Liabilities
$0
Net assets
$1,579,504
Revenue
$103,847
Expenses
$50,050
Net income
$53,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.82$0.00$9.82$8.45$0.50$7.95
2024Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.16$0.60$0.45
2023Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.54$0.07$0.47
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.17$0.06$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.16$0.02$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.05$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.30$0.34$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$1.21$0.85$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$1.04$0.76$0.27
2014Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.82$0.89$0.08
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.80
2012Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.66
2011Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.67
2010Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.56