Civic Intelligence

Daisy Davies Educational Foundation FBO Friendship Class Ptree

990PF • Fiscal year 2014 • EIN 58-6030091

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 26, 2015

905 Audrey DriveWoodstock, GA 30188

(404) 927-5592

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

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

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

36th percentile

-3.7%

Faster asset growth than 36% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$300,435

Down $11,422 (-3.7%) from 2013

Net Assets

$298,792

No earlier filing loaded for comparison.

Liabilities

Flat

$1,643

Flat from 2013

Revenue

Up

$14,819

Up $1,615 (+12%) from 2013

Expenses

Down

$10,072

Down $12,036 (-54%) from 2013

Net Income

Up

$4,747

Up $13,651 (+153%) from 2013

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $320,693Liabilities 2012: $1,5752012Assets 2013: $311,857Liabilities 2013: $1,6432013Assets 2014: $300,435Liabilities 2014: $1,643Net Assets 2014: $298,7922014Assets 2015: $309,176Liabilities 2015: $1,643Net Assets 2015: $307,5332015Assets 2016: $304,395Liabilities 2016: $1,643Net Assets 2016: $302,7522016Assets 2017: $288,845Liabilities 2017: $1,643Net Assets 2017: $287,2022017Assets 2018: $291,903Liabilities 2018: $1,643Net Assets 2018: $290,2602018Assets 2019: $401,904Liabilities 2019: $1,643Net Assets 2019: $400,2612019Assets 2020: $394,897Liabilities 2020: $1,643Net Assets 2020: $393,2542020Assets 2021: $398,355Liabilities 2021: $1,643Net Assets 2021: $396,7122021Assets 2022: $484,069Liabilities 2022: $1,643Net Assets 2022: $482,4262022Assets 2023: $470,767Liabilities 2023: $1,643Net Assets 2023: $469,1242023Assets 2024: $541,208Liabilities 2024: $1,643Net Assets 2024: $539,5652024

Highlighted filing

2014

Assets$300,435
Liabilities$1,643
Net Assets$298,792

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2012: $9,852Expenses 2012: $21,119Net Income 2012: -$11,2672012Revenue 2013: $13,204Expenses 2013: $22,108Net Income 2013: -$8,9042013Revenue 2014: $14,819Expenses 2014: $10,072Net Income 2014: $4,7472014Revenue 2015: $23,309Expenses 2015: $14,568Net Income 2015: $8,7412015Revenue 2016: $8,229Expenses 2016: $13,010Net Income 2016: -$4,7812016Revenue 2017: $8,462Expenses 2017: $24,012Net Income 2017: -$15,5502017Revenue 2018: $8,121Expenses 2018: $5,063Net Income 2018: $3,0582018Revenue 2019: $130,425Expenses 2019: $20,424Net Income 2019: $110,0012019Revenue 2020: $15,410Expenses 2020: $22,417Net Income 2020: -$7,0072020Revenue 2021: $27,942Expenses 2021: $24,484Net Income 2021: $3,4582021Revenue 2022: $101,480Expenses 2022: $15,766Net Income 2022: $85,7142022Revenue 2023: $3,156Expenses 2023: $16,458Net Income 2023: -$13,3022023Revenue 2024: $101,659Expenses 2024: $31,218Net Income 2024: $70,4412024

Highlighted filing

2014

Revenue$14,819
Expenses$10,072
Net Income$4,747
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 26, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN PASCHALLChariman & T-$0--
DAVID R THOMASTreasurer &-$0--
GIN GRIFFITHSecretary &-$0--
CECIL MORRISONTrustee-$0--
DOTTIE SMITHTrustee-$0--
FRED ROWETrustee-$0--
WILLIAM LESTERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Daisy Davies Educational Foundation
EIN
58-6030091
Phone
4049275592
Address
905 AUDREY DRIVE, WOODSTOCK, GA 30188

Signing Officer

Name
David R Thomas
Title
Treasurer
Phone
4049275592
Signed
2015-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Brooks Mcginnis & Company LLC
Address
5607 GLENRIDGE DR STE 650, ATLANTA, GA 30342-4959
Preparer
Pamela D Hardister
Phone
4045314940
Raw XML Appendix341 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/PersonNm1DAVID R THOMAS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5FRED ROWE
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt010072
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0DAVID R THOMAS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0905 AUDREY DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WOODSTOCK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0GA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd030188
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04049275592
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0INTERVIEWING AND AWARDING FINANCIAL HELP TO THEOLOGY STUDENTS WHO ARE NOT RELATED TO ANY TRUSTEE OR OFFICER.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER TO EXPLAIN GOALS AND OBJECTIVES SUPPORTED BY A BUDGET PROPOSAL OF INCOME AND EXPENSE AND SOURCE.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DAVID R THOMAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04049275592
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0905 AUDREY DRIVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WOODSTOCK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030188
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 1ST OF EACH YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24572
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0JAMES M GRAVLEY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BETH SANDERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ANDREA S DEWALT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0900 WHOOPING CREEK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12121 SHERIDAN RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21531 DICKERY DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARROLLTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1EVANSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030116
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd230322
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010072
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0PEACHTREE ROAD UNITED
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine2Txt0METHODIST CHURCH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0CHURCH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0SUNDAY SCHOOL FRIENDSHIP CLASS OPERATES THE FOUNDATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0true
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010072
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016773
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt06701
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0776
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05792
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt06701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0776
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05266
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010072
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06042
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt012743
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM PEACHTREE ROAD CHURCH
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0253
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01643
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO PEACHTREE ROAD CHURCH
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01643
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04049275592
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAISY DAVIES EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAIS
ReturnHeader/Filer/EIN0586030091
ReturnHeader/Filer/PhoneNum04049275592
ReturnHeader/Filer/USAddress/AddressLine1Txt0905 AUDREY DRIVE
ReturnHeader/Filer/USAddress/CityNm0WOODSTOCK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
ReturnHeader/Filer/USAddress/ZIPCd030188
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0582161308
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROOKS MCGINNIS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05607 GLENRIDGE DR STE 650
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0303424959
ReturnHeader/PreparerPersonGrp/PhoneNum04045314940
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA D HARDISTER
ReturnHeader/ReturnTs02015-11-13T09:33:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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