Civic Intelligence

Daisy Davies Educational Foundation FBO Friendship Class Ptree

990PF • Fiscal year 2018 • EIN 58-6030091

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 09, 2019

Organization Profile
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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.20x

Higher debt load relative to revenue than 88% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.1%

Faster asset growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$291,903

Up $3,058 (+1.1%) from 2017

Net Assets

Up

$290,260

Up $3,058 (+1.1%) from 2017

Liabilities

Flat

$1,643

Flat from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin87th percentile

Revenue

Down

$8,121

Down $341 (-4.0%) from 2017

Expenses

Down

$5,063

Down $18,949 (-79%) from 2017

Net Income

Up

$3,058

Up $18,608 (+120%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

2018

Assets$291,903
Liabilities$1,643
Net Assets$290,260
Open 2018 Filing

Operations Trend

Revenue Growth41st percentile

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

2018

Revenue$8,121
Expenses$5,063
Net Income$3,058
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 9, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R THOMASTreasurer &-$0--
EVE P RESPESSSecretary-$0--
CECIL MORRISONTrustee-$0--
DOTTIE SMITHChairman-$0--
LINDLEY M SMALLTrustee-$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 & Trustee
Phone
4049275592
Signed
2019-04-09
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 Appendix294 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1VALERIE LONER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11080 WEDGEWOOD DRIVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd130214
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc0CHURCH
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0SUNDAY SCHOOL FRIENDSHIP CLASS OPERATES THE FOUNDATION
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02005
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0995
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018833
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt016828
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0995
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM PEACHTREE ROAD CHURCH
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0253
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUNTRUST MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02013
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01643
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO PEACHTREE ROAD CHURCH
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01643
TaxesSchedule/TaxesDetail/Amt050
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER & TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04049275592
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId003CEF178FBED6CDFA9E9A33F610896242BB1D666
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0336985540A4F14DEBA7C2DF908C6D56BF4D0424D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.91.158.145
ReturnHeader/FilingSecurityInformation/IPDt02019-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:24:14
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/PreparationDt02019-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA D HARDISTER
ReturnHeader/ReturnTs02019-04-10T10:24:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$291,903
Liabilities
$1,643
Net assets
$290,260
Revenue
$8,121
Expenses
$5,063
Net income
$3,058
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.41$0.02$5.40$1.02$0.31$0.70
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.02$4.69$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.02$4.82$1.01$0.16$0.86
2021Detailed filing. Detailed filing data is available for this year.$3.98$0.02$3.97$0.28$0.24$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.95$0.02$3.93$0.15$0.22$0.07
2019Detailed filing. Detailed filing data is available for this year.$4.02$0.02$4.00$1.30$0.20$1.10
2018Detailed filing. Detailed filing data is available for this year.$2.92$0.02$2.90$0.08$0.05$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.89$0.02$2.87$0.08$0.24$0.16
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.02$3.03$0.08$0.13$0.05
2015Detailed filing. Detailed filing data is available for this year.$3.09$0.02$3.08$0.23$0.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.02$2.99$0.15$0.10$0.05
2013Summary only. Only limited summary data is available for this year.$3.12$0.02$0.13$0.22$0.09
2012Summary only. Only limited summary data is available for this year.$3.21$0.02$0.10$0.21$0.11