Civic Intelligence

Donald D & Elaine F Davis Trust

EIN 54-1398502 • St George, UT

2336 W Entrada Trail 41St George, UT 84770
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

3rd percentile

-1760%

Higher net margin than 3% of similar nonprofits.

<$500k nonprofits • Source year 2024

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 2024

Asset Growth

12th percentile

-98%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$431

Down $22,375 (-98%) from 2023

Liabilities

Down

$0

Down $152 (-100%) from 2023

Net Assets

Down

$431

Down $22,223 (-98%) from 2023

Revenue

Up

$1,263

Up $2,911 (+177%) from 2023

Expenses

Down

$23,486

Down $6,136 (-21%) from 2023

Net Income

Up

-$22,223

Up $9,047 (+29%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $245,824Liabilities 2011: $02011Assets 2012: $541,219Liabilities 2012: $0Net Assets 2012: $541,2192012Assets 2013: $756,209Liabilities 2013: $02013Assets 2014: $529,393Liabilities 2014: $0Net Assets 2014: $529,3932014Assets 2015: $585,204Liabilities 2015: $0Net Assets 2015: $585,2042015Assets 2016: $531,805Liabilities 2016: $0Net Assets 2016: $531,8052016Assets 2017: $518,449Liabilities 2017: $0Net Assets 2017: $518,4492017Assets 2018: $411,492Liabilities 2018: $0Net Assets 2018: $411,4922018Assets 2019: $262,657Liabilities 2019: $02019Assets 2020: $94,524Liabilities 2020: $0Net Assets 2020: $94,5242020Assets 2021: $85,248Liabilities 2021: $0Net Assets 2021: $85,2482021Assets 2022: $54,850Liabilities 2022: $926Net Assets 2022: $53,9242022Assets 2023: $22,806Liabilities 2023: $152Net Assets 2023: $22,6542023Assets 2024: $431Liabilities 2024: $0Net Assets 2024: $4312024

Highlighted filing

2024

Assets$431
Liabilities$0
Net Assets$431

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $162,918Expenses 2011: $170,593Net Income 2011: -$7,6752011Expenses 2012: $171,3232012Revenue 2013: $411,072Expenses 2013: $196,082Net Income 2013: $214,9902013Revenue 2014: $288,298Expenses 2014: $174,998Net Income 2014: $113,3002014Revenue 2015: $212,039Expenses 2015: $164,528Net Income 2015: $47,5112015Revenue 2016: $95,649Expenses 2016: $149,048Net Income 2016: -$53,3992016Revenue 2017: $177,757Expenses 2017: $171,797Net Income 2017: $5,9602017Revenue 2018: $115,604Expenses 2018: $222,561Net Income 2018: -$106,9572018Revenue 2019: $118,789Expenses 2019: $267,624Net Income 2019: -$148,8352019Revenue 2020: $23,877Expenses 2020: $192,010Net Income 2020: -$168,1332020Revenue 2021: $10,201Expenses 2021: $19,477Net Income 2021: -$9,2762021Revenue 2022: -$1,940Expenses 2022: $29,384Net Income 2022: -$31,3242022Revenue 2023: -$1,648Expenses 2023: $29,622Net Income 2023: -$31,2702023Revenue 2024: $1,263Expenses 2024: $23,486Net Income 2024: -$22,2232024

Highlighted filing

2024

Revenue$1,263
Expenses$23,486
Net Income-$22,223

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.23$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.02$0.30$0.31
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.01$0.54$0.02$0.29$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.10$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.24$1.92$1.68
2019Summary only. Only limited summary data is available for this year.$2.63$0.00$1.19$2.68$1.49
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$0.00$4.11$1.16$2.23$1.07
2017Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$1.78$1.72$0.06
2016Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.96$1.49$0.53
2015Detailed filing. Detailed filing data is available for this year.$5.85$0.00$5.85$2.12$1.65$0.48
2014Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$2.88$1.75$1.13
2013Summary only. Only limited summary data is available for this year.$7.56$0.00$4.11$1.96$2.15
2012Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$1.71
2011Summary only. Only limited summary data is available for this year.$2.46$0.00$1.63$1.71$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elaine F DavisTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Donald D & Elaine F Davis Trust
EIN
54-1398502
Address
2336 W Entrada Trail 41, St George, UT 84770

Signing Officer

Name
Elaine F Davis
Title
Trustee
Signed
2025-07-17
Discuss with paid preparer
Yes

Preparer

Firm
Kim Christensen CPA PC
Address
892 S Golda Dr, St George, UT 84790
Preparer
Kimberly E Christensen CPA
Phone
4356697402
Raw XML Appendix305 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.

Path#Value
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12155 S UNIVERSITY AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PROVO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ST GEORGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GILBERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9ROWLETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10HURRICANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm12ST GEORGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0UT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd12UT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd084150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd184770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd284790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd384770
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd484604
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd584790
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd685234
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd820011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd975088
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1084737
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1110004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1284770
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022634
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt028922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0189605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0264405
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0264405
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0287324
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022634
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt028922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018051
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0189605
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022634
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022634
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0551729
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0529095
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt056
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0FIDELITY 7213 ADVISOR FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt056
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE F DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Donald D & Elaine F Davis Trust
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0541398502
ReturnHeader/Filer/USAddress/AddressLine1Txt02336 W Entrada Trail 41
ReturnHeader/Filer/USAddress/CityNm0St George
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084770
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203668268
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kim Christensen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0892 S Golda Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0St George
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd084790
ReturnHeader/PreparerPersonGrp/PhoneNum04356697402
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kimberly E Christensen CPA
ReturnHeader/ReturnTs02025-07-17T14:28:18-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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