Civic Intelligence

J F and Lake K Davis Trust

EIN 54-6339007 • 501(c)3 • Fincastle, VA

Profile

Grants to other 501c3 organizations

2559 Nace RdFincastle, VA 24090
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.8%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$10,184

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

1.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,332,518

Up $22,284 (+1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,332,518

Up $22,284 (+1.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin44th percentile

Revenue

Up

$57,640

Up $715 (+1.3%) from 2023

Expenses

Up

$56,587

Up $3,001 (+5.6%) from 2023

Net Income

Down

$1,053

Down $2,286 (-68%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,468,465Liabilities 2011: $13,536Net Assets 2011: $1,454,9292011Assets 2012: $1,489,052Liabilities 2012: $14,962Net Assets 2012: $1,474,0902012Assets 2013: $1,391,739Liabilities 2013: $13,239Net Assets 2013: $1,378,5002013Assets 2014: $1,470,785Liabilities 2014: $12,613Net Assets 2014: $1,458,1722014Assets 2015: $1,437,451Liabilities 2015: $12,554Net Assets 2015: $1,424,8972015Assets 2016: $1,415,200Liabilities 2016: $0Net Assets 2016: $1,415,2002016Assets 2017: $1,421,002Liabilities 2017: $0Net Assets 2017: $1,421,0022017Assets 2018: $1,353,339Liabilities 2018: $0Net Assets 2018: $1,353,3392018Assets 2019: $1,432,544Liabilities 2019: $0Net Assets 2019: $1,432,5442019Assets 2020: $1,470,030Liabilities 2020: $0Net Assets 2020: $1,470,0302020Assets 2021: $1,469,305Liabilities 2021: $0Net Assets 2021: $1,469,3052021Assets 2022: $1,256,164Liabilities 2022: $0Net Assets 2022: $1,256,1642022Assets 2023: $1,310,234Liabilities 2023: $0Net Assets 2023: $1,310,2342023Assets 2024: $1,332,518Liabilities 2024: $0Net Assets 2024: $1,332,5182024

Highlighted filing

2024

Assets$1,332,518
Liabilities$0
Net Assets$1,332,518
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $66,437Expenses 2011: $73,128Net Income 2011: -$6,6912011Revenue 2012: $66,704Expenses 2012: $67,249Net Income 2012: -$5452012Revenue 2013: $62,100Expenses 2013: $64,240Net Income 2013: -$2,1402013Revenue 2014: $60,547Expenses 2014: $62,734Net Income 2014: -$2,1872014Revenue 2015: $59,431Expenses 2015: $61,869Net Income 2015: -$2,4382015Revenue 2016: $57,136Expenses 2016: $61,926Net Income 2016: -$4,7902016Revenue 2017: $56,694Expenses 2017: $59,657Net Income 2017: -$2,9632017Revenue 2018: $56,608Expenses 2018: $58,817Net Income 2018: -$2,2092018Revenue 2019: $54,533Expenses 2019: $55,382Net Income 2019: -$8492019Revenue 2020: $54,253Expenses 2020: $53,825Net Income 2020: $4282020Revenue 2021: $52,364Expenses 2021: $53,208Net Income 2021: -$8442021Revenue 2022: $51,609Expenses 2022: $56,129Net Income 2022: -$4,5202022Revenue 2023: $56,925Expenses 2023: $53,586Net Income 2023: $3,3392023Revenue 2024: $57,640Expenses 2024: $56,587Net Income 2024: $1,0532024

Highlighted filing

2024

Revenue$57,640
Expenses$56,587
Net Income$1,053
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,332,518
Liabilities
$0
Net assets
$1,332,518
Revenue
$57,640
Expenses
$56,587
Net income
$1,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.06$0.06$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.06$0.05$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.05$0.06$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.05$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.05$0.05$0.00
2019Summary only. Only limited summary data is available for this year.$1.43$0.00$1.43$0.05$0.06$0.00
2018Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.06$0.06$0.00
2017Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.06$0.06$0.00
2016Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.06$0.06$0.00
2015Summary only. Only limited summary data is available for this year.$1.44$0.01$1.42$0.06$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$1.47$0.01$1.46$0.06$0.06$0.00
2013Summary only. Only limited summary data is available for this year.$1.39$0.01$1.38$0.06$0.06$0.00
2012Summary only. Only limited summary data is available for this year.$1.49$0.01$1.47$0.07$0.07$0.00
2011Summary only. Only limited summary data is available for this year.$1.47$0.01$1.45$0.07$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 17, 2025
Return Version
2024v5.2
Gross Receipts
$224,529
Mission and Program Overview

Mission

Grants to other 501c3 organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,308,818$1,331,189▲ $22,371
Savings and Temporary Cash Investments$1,416$1,329▼ $87
Total Assets$1,310,234$1,332,518▲ $22,284
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,310,234$1,332,518▲ $22,284
Total Net Assets Fund Balance$1,310,234$1,332,518▲ $22,284
Total Liabilities and Net Assets / Fund Balance$1,310,234$1,332,518▲ $22,284
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
John R PattersonTrustee$10,184$10,184
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$57,640
Other Revenue
$0
Change in Net Assets
$1,053
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$44,151
Salaries, Compensation, and Employee Benefits$10,184
Other Expenses$2,252
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$44,151--$44,151
Current Officers, Directors, Trustees, and Key Employees-$10,184-$10,184
Other Expenses-$1,302-$1,302
Fees for Services Accounting-$950-$950
Total Functional Expenses$44,151$12,436$0$56,587
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Boys Home IncCovington, VA170b1aviGeneral Support-
Joy Ranch Home for ChildrenHillsville, VA170b1aviGeneral Support-
Patrick Henry Boys and Girls ClubBrookneal, VA170b1aviGeneral Support-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Governing body decisions Part VI line 7B

“Trustee files an annual accounting for review by the commissioner of accounts, city of roanoke”

Governing body meeting documentation Part VI line 8A

“Sole trustee/attorney keeps written notes of all actions”

Committee meeting documentation Part VI line 8B

“THERE ARE NO COMMITTEES”

Form 990 governing body review Part VI line 11

“Sole trustee receives f/990, reviews and signs it before filing. Trustees commission is reviewed and approved by the commissioner of accounts..see 7b above”

CEO executive director top management comp Part VI line 15A

“SEE 7B ABOVE.”

Other officer or key employee compensation Part VI line 15B

“THERE ARE NO EMPLOYEES”

Governing documents etc available to public Part VI line 19

“Legal notice ad was run in the local newspaper”

Filing and Contact Details

Filer

Filer Name
J F and Lake K Davis Trust
EIN
54-6339007
In Care Of
% JOHN R PATTERSON
Phone
5409924066
Address
2559 NACE RD, FINCASTLE, VA 24090

Signing Officer

Name
John R Patterson
Title
Trustee
Phone
5407985885
Signed
2025-07-17
Discuss with paid preparer
Yes

Organization Details

Formed
1993
Legal Domicile
Va
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Kembel Tax Service Inc
Address
3434 Orange Ave NE, Roanoke, VA 24012
Preparer
David a Kembel
Phone
5403434006
Supplemental Narrative

Additional Explanations

General explanation attachment

“Part xi, line 5 change in net assets due to investments reported at market value”

Raw XML Appendix321 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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IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalExpensesAmt056587
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IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/ExpenseAmt014717
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0950
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010184
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0160
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt014717
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt044151
IRS990/GrantsToDomesticOrgsGrp/TotalAmt044151
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0167049
IRS990/GrossReceiptsAmt0224529
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentExpenseAmt027
IRS990/InvestmentIncomeGrp/ExclusionAmt057480
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057480
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01308818
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01331189
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0166889
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0GRANTS TO OTHER 501C3 ORGANIZATIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01310234
IRS990/NetAssetsOrFundBalancesEOYAmt01332518
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0160
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0160
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021204
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01310234
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01332518
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COMMISSIONERS FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01302
IRS990/OtherExpensesGrp/TotalAmt01302
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS MADE TO 501C3 ORGANIZATION PER TRUST INSTRUMENT BOYS HOME INC 306 BOYS RANCH RD COVINGTON, VA 24426
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014717
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IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS MADE TO 501C3 ORGANIZATION PER TRUST INSTRUMENT JOY RANCH HOME FOR CHILDREN PO BOX 727 HILLSVILLE, VA 24343
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt014717
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt040527
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01053
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt01416
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0540655617
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BOYS HOME INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2PATRICK HENRY BOYS AND GIRLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1170B1AVI
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170B1AVI
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JOY RANCH HOME FOR CHILDREN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BOYS HOME INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PATRICK HENRY BOYS AND GIRLS CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0540655617
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1306 BOYS RANCH RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2RT 2 BOX 125
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEE FILES AN ANNUAL ACCOUNTING FOR REVIEW BY THE COMMISSIONER OF ACCOUNTS, CITY OF ROANOKE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOLE TRUSTEE/ATTORNEY KEEPS WRITTEN NOTES OF ALL ACTIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SOLE TRUSTEE RECEIVES F/990, REVIEWS AND SIGNS IT BEFORE FILING. TRUSTEES COMMISSION IS REVIEWED AND APPROVED BY THE COMMISSIONER OF ACCOUNTS..SEE 7B ABOVE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SEE 7B ABOVE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE ARE NO EMPLOYEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LEGAL NOTICE AD WAS RUN IN THE LOCAL NEWSPAPER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PART XI, LINE 5 CHANGE IN NET ASSETS DUE TO INVESTMENTS REPORTED AT MARKET VALUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing body meeting documentation Part VI line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7General explanation attachment
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN R PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0J F AND LAKE K DAVIS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JFAN
ReturnHeader/Filer/EIN0546339007
ReturnHeader/Filer/InCareOfNm0% JOHN R PATTERSON
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ReturnHeader/Filer/USAddress/AddressLine1Txt02559 NACE RD
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kembel Tax Service Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03434 Orange Ave NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Roanoke
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024012
ReturnHeader/PreparerPersonGrp/PhoneNum05403434006
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A KEMBEL
ReturnHeader/ReturnTs02025-07-21T14:05:35-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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