Civic Intelligence

Daisy Davies Educational Foundation FBO Friendship Class Ptree

990PF • Fiscal year 2023 • EIN 58-6030091

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

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

66th percentile

0.00x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

93rd percentile

0.52x

Higher debt load relative to revenue than 93% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

4th percentile

-421%

Higher net margin than 4% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

43rd percentile

-2.7%

Faster asset growth than 43% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-97%

Faster revenue growth than 3% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$470,767

Down $13,302 (-2.7%) from 2022

Net Assets

Down

$469,124

Down $13,302 (-2.8%) from 2022

Liabilities

Flat

$1,643

Flat from 2022

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin4th percentile

Revenue

Down

$3,156

Down $98,324 (-97%) from 2022

Expenses

Up

$16,458

Up $692 (+4.4%) from 2022

Net Income

Down

-$13,302

Down $99,016 (-116%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2023

Assets$470,767
Liabilities$1,643
Net Assets$469,124
Open 2023 Filing

Operations Trend

Revenue Growth3rd 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

2023

Revenue$3,156
Expenses$16,458
Net Income-$13,302
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID R THOMASTreasurer-$0--
EVE P RESPESSSecretary-$0--
KIMBERLY THIESSENTrustee-$0--
LINDLEY M SMALLChairman-$0--
SARA M WORDENTrustee-$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
2024-10-23
Discuss with paid preparer
Yes

Preparer

Firm
Carr Riggs & Ingram LLC
Address
4004 SUMMIT BLVD NE SUITE 800, ATLANTA, GA 30319
Preparer
Pamela D Hardister CPA
Phone
7703948000
Raw XML Appendix355 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DFA REAL ESTATE SECS PORT
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0469124
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt025305
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt025305
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt025305
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0499800
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0DAVID R THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EVE P RESPESS
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04049275592
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0INTERVIEWING AND AWARDING FINANCIAL HELP TO THEOLOGY STUDENTS WHO ARE NOT RELATED TO ANY TRUSTEE OR OFFICER.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08625
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd030188
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEPTEMBER 1ST OF EACH YEAR.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0INDIA GLEASON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JUSTIN BOAZMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0784 PONCE DE LEON PLACE NE APT 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12517 MOUND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ATLANTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PANAMA CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd030306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132405
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08625
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt0PEACHTREE ROAD UNITED METHODIST CHURCH
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt0SUNDAY SCHOOL FRIENDSHIP CLASS OPERATES THE FOUNDATION
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd01
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08625
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt013390
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08625
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt013390
IRS990PF/UndistributedIncomeGrp/Taxable2Amt015966
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt013390
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt025305
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024591
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM PEACHTREE ROAD CHURCH
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0253
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0253
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SUNTRUST MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ACCOUNTING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01853
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11600
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01853
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11600
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01643
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO PEACHTREE ROAD CHURCH
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01643
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt04380
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04380
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID R THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04049275592
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04004 SUMMIT BLVD NE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030319
ReturnHeader/PreparerPersonGrp/PhoneNum07703948000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAMELA D HARDISTER CPA
ReturnHeader/ReturnTs02024-11-13T14:19:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$470,767
Liabilities
$1,643
Net assets
$469,124
Revenue
$3,156
Expenses
$16,458
Net income
-$13,302
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