Civic Intelligence

William Milton Davis Elementary School Foundation Inc.

990EZ • Fiscal year 2023 • EIN 58-2582681

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization Profilewww.thedavisfoundation.net
2433 Jamerson RdMarietta, GA 30066-1431

(515) 708-2608

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

14th percentile

-39%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-39%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$14,292

Down $9,278 (-39%) from 2022

Net Assets

Down

$14,292

Down $9,278 (-39%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin19th percentile

Revenue

Down

$53,686

Down $34,527 (-39%) from 2022

Expenses

Down

$64,603

Down $18,336 (-22%) from 2022

Net Income

Down

-$10,917

Down $16,191 (-307%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$100K$50K$0Assets 2011: $14,683Liabilities 2011: $02011Assets 2012: $24,019Liabilities 2012: $02012Assets 2013: $10,903Liabilities 2013: $02013Assets 2014: $55,996Liabilities 2014: $02014Assets 2015: $66,443Liabilities 2015: $02015Assets 2016: $86,052Liabilities 2016: $02016Assets 2017: $75,607Liabilities 2017: $02017Assets 2018: $19,984Liabilities 2018: $02018Assets 2019: $3,280Liabilities 2019: $02019Assets 2020: $18,420Liabilities 2020: $02020Assets 2021: $18,296Net Assets 2021: $18,2972021Assets 2022: $23,570Net Assets 2022: $23,5702022Assets 2023: $14,292Net Assets 2023: $14,2922023Assets 2024: $25,417Net Assets 2024: $25,4172024Assets 2025: $57,198Net Assets 2025: $57,1982025

Highlighted filing

2023

Assets$14,292
Liabilities-
Net Assets$14,292
Open 2023 Filing

Operations Trend

Revenue Growth15th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $31,369Expenses 2011: $44,503Net Income 2011: -$13,1342011Revenue 2012: $40,481Expenses 2012: $44,279Net Income 2012: -$3,7982012Revenue 2013: $41,454Expenses 2013: $45,234Net Income 2013: -$3,7802013Revenue 2014: $48,248Expenses 2014: $22,854Net Income 2014: $25,3942014Revenue 2015: $58,017Expenses 2015: $47,570Net Income 2015: $10,4472015Revenue 2016: $62,598Expenses 2016: $42,989Net Income 2016: $19,6092016Revenue 2017: $52,837Expenses 2017: $63,283Net Income 2017: -$10,4462017Revenue 2018: $66,403Expenses 2018: $122,025Net Income 2018: -$55,6222018Revenue 2019: $59,533Expenses 2019: $76,237Net Income 2019: -$16,7042019Revenue 2020: $24,054Expenses 2020: $8,913Net Income 2020: $15,1412020Revenue 2021: $15,949Expenses 2021: $16,072Net Income 2021: -$1232021Revenue 2022: $88,213Expenses 2022: $82,939Net Income 2022: $5,2742022Revenue 2023: $53,686Expenses 2023: $64,603Net Income 2023: -$10,9172023Revenue 2024: $56,587Expenses 2024: $45,462Net Income 2024: $11,1252024Revenue 2025: $59,756Expenses 2025: $27,975Net Income 2025: $31,7812025

Highlighted filing

2023

Revenue$53,686
Expenses$64,603
Net Income-$10,917
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$68,929
Mission and Program Overview

Mission

The William M Davis Foundation is set up to act similar to a PTA as we support the Davis Elementary school to improve the building, technology and teacher training.

We support our elementary school children's education.

Program Services

DescriptionGrantsExpenses
New marquee sign at the front of the school$0$39,290
$18,259.41 for Morning Intercom Announcement System Upgrades & Furniture/Plaque for Room-$18,976
Reading is Essential for All People (REAP) training for teachers$0$2,700
Substitute teacher pay to allow for REAP training-$1,732
Teachers supplies-$110
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jennifer KleinVice President-$0--
Linda GilbertPresidentPT$0--
Ryan McClatcheyTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Davis Dash$42,582$42,582$10,691$31,891
Event 2-$0-$0
Total Events$42,582$42,582$10,691$31,891
Filing and Contact Details

Filer

Filer Name
William Milton Davis Elementary School Foundation Inc
EIN
58-2582681
Phone
5157082608
Address
2433 JAMERSON RD, MARIETTA, GA 30066-1431

Signing Officer

Name
Ryan McClatchey
Title
Treasurer
Phone
5157082608
Signed
2024-05-01
Supplemental Narrative

Additional Explanations

Part I, Line 10

“$39.290.00 for a new Marquee Sign at the front of the school $18,259.41 for Morning Intercom Announcement System Upgrades $716.82 for Furniture/Plaque for Morning Announcement Room $2,700.00 for Teachers to Attend REAP Training $1,732.23 for Substitute Teacher Payroll while Regular Teacher was at REAP Training $109.44 for Teachers Supplies”

Part I, Line 16

“$110.00 for Sam's Club Yearly Membership $90.00 for LLC re-registration via Simple Filings $94.50 for Bank Fees (printed statements monthly) $30.00 for Business Registration through the state $1470.24 for Software (QuickBooks for financial documentation)”

Part I, Line 20

“$1639 for Prior Period Adjustment (I took over as Treasurer and need to fix discrepancies from prior years)”

Part I, Line 8

“AFTER SCHOOL ENRICHMENT PROGRAMS: Spanish Enrichment - $1,232.40 NZone Sports - $1,925.52 FineArtsMatter - $701.70 Drama Club - $1,263.60 Skills & Frills - $1,782.00 Yoga Time - $360.00 The STEAM Club - $4,283.16 Cobb Soccer Academy - $958.44”

Raw XML Appendix161 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/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt01639
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01795
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Reading is Essential for All People (REAP) training for teachers
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Substitute teacher pay to allow for REAP training
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3Teachers supplies
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$39.290.00 for a new Marquee Sign at the front of the school $18,259.41 for Morning Intercom Announcement System Upgrades $716.82 for Furniture/Plaque for Morning Announcement Room $2,700.00 for Teachers to Attend REAP Training $1,732.23 for Substitute Teacher Payroll while Regular Teacher was at REAP Training $109.44 for Teachers Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$110.00 for Sam's Club Yearly Membership $90.00 for LLC re-registration via Simple Filings $94.50 for Bank Fees (printed statements monthly) $30.00 for Business Registration through the state $1470.24 for Software (QuickBooks for financial documentation)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$1639 for Prior Period Adjustment (I took over as Treasurer and need to fix discrepancies from prior years)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AFTER SCHOOL ENRICHMENT PROGRAMS: Spanish Enrichment - $1,232.40 NZone Sports - $1,925.52 FineArtsMatter - $701.70 Drama Club - $1,263.60 Skills & Frills - $1,782.00 Yoga Time - $360.00 The STEAM Club - $4,283.16 Cobb Soccer Academy - $958.44
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part I, Line 8
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Ryan McClatchey
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05157082608
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM MILTON DAVIS ELEMENTARY SCHOOL FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0582582681
ReturnHeader/Filer/PhoneNum05157082608
ReturnHeader/Filer/USAddress/AddressLine1Txt02433 JAMERSON RD
ReturnHeader/Filer/USAddress/CityNm0MARIETTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd0300661431
ReturnHeader/ReturnTs02024-05-02T01:36:33Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,292
Liabilities
-
Net assets
$14,292
Revenue
$53,686
Expenses
$64,603
Net income
-$10,917
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.57$0.57$0.60$0.28$0.32
2024Detailed filing. Detailed filing data is available for this year.$0.25$0.25$0.57$0.45$0.11
2023Detailed filing. Detailed filing data is available for this year.$0.14$0.14$0.54$0.65$0.11
2022Detailed filing. Detailed filing data is available for this year.$0.24$0.24$0.88$0.83$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.18$0.16$0.16$0.00
2020Summary only. Only limited summary data is available for this year.$0.18$0.00$0.24$0.09$0.15
2019Summary only. Only limited summary data is available for this year.$0.03$0.00$0.60$0.76$0.17
2018Summary only. Only limited summary data is available for this year.$0.20$0.00$0.66$1.22$0.56
2017Summary only. Only limited summary data is available for this year.$0.76$0.00$0.53$0.63$0.10
2016Summary only. Only limited summary data is available for this year.$0.86$0.00$0.63$0.43$0.20
2015Summary only. Only limited summary data is available for this year.$0.66$0.00$0.58$0.48$0.10
2014Summary only. Only limited summary data is available for this year.$0.56$0.00$0.48$0.23$0.25
2013Summary only. Only limited summary data is available for this year.$0.11$0.00$0.41$0.45$0.04
2012Summary only. Only limited summary data is available for this year.$0.24$0.00$0.40$0.44$0.04
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.31$0.45$0.13