Civic Intelligence

J Haydn Davis Family Educational Trust

990PF • Fiscal year 2020 • EIN 58-6278360

Jan 01, 2020 to Dec 31, 2020 • Filed on May 17, 2021

Organization Profile
A Sumner Ttee 8085 Enoch Lake CirLake Park, GA 31636-3911

(229) 559-9999

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

24%

Faster asset growth than 74% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

73%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,459

Up $3,159 (+24%) from 2019

Net Assets

$16,459

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Up

$3,884

Up $1,638 (+73%) from 2019

Expenses

Down

$725

Down $1,400 (-66%) from 2019

Net Income

Up

$3,159

Up $3,038 (+2511%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$40K$30K$20K$10K$0Assets 2011: $18,300Liabilities 2011: $02011Assets 2012: $18,300Liabilities 2012: $02012Assets 2013: $18,300Liabilities 2013: $02013Assets 2014: $18,300Liabilities 2014: $02014Assets 2015: $17,300Liabilities 2015: $02015Assets 2019: $13,300Liabilities 2019: $02019Assets 2020: $16,459Liabilities 2020: $0Net Assets 2020: $16,4592020Assets 2021: $38,158Liabilities 2021: $0Net Assets 2021: $38,1582021Assets 2022: $38,158Liabilities 2022: $0Net Assets 2022: $38,1582022Assets 2023: $35,670Liabilities 2023: $12023Assets 2024: $35,670Liabilities 2024: $0Net Assets 2024: $35,6702024

Highlighted filing

2020

Assets$16,459
Liabilities$0
Net Assets$16,459
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

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

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2011: $989Expenses 2011: $2,179Net Income 2011: -$1,1902011Revenue 2012: $1,330Expenses 2012: $1,134Net Income 2012: $1962012Revenue 2013: $3,890Expenses 2013: -$1,259Net Income 2013: $5,1492013Revenue 2014: $3,803Expenses 2014: $5,125Net Income 2014: -$1,3222014Revenue 2015: $1,285Expenses 2015: $2,125Net Income 2015: -$8402015Revenue 2019: $2,246Expenses 2019: $2,125Net Income 2019: $1212019Revenue 2020: $3,884Expenses 2020: $725Net Income 2020: $3,1592020Revenue 2021: $1,266Expenses 2021: $2,725Net Income 2021: -$1,4592021Revenue 2022: $1,437Expenses 2022: $1,250Net Income 2022: $1872022Revenue 2023: $964Expenses 2023: $1,266Net Income 2023: -$3022023Revenue 2024: $1,204Expenses 2024: $250Net Income 2024: $9542024

Highlighted filing

2020

Revenue$3,884
Expenses$725
Net Income$3,159
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 17, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN D SUMNERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
J Haydn Davis Educational Trust
EIN
58-6278360
In Care Of
% ANN D SUMNER
Phone
2295599999
Address
A SUMNER TTEE 8085 ENOCH LAKE CIR, Lake Park, GA 31636-3911

Signing Officer

Name
Ann D Sumner
Title
Trustee
Phone
2295599999
Signed
2021-05-17
Discuss with paid preparer
Yes

Preparer

Preparer
Lee W Folsom
Phone
2295613202
Raw XML Appendix248 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/MethodOfAccountingCashInd0X
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 2021 OR AS PRACTICAL FOR APPLICANT
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ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,459
Liabilities
$0
Net assets
$16,459
Revenue
$3,884
Expenses
$725
Net income
$3,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$35.7$0.00$35.7$1.20$0.25$0.95
2023Summary only. Only limited summary data is available for this year.$35.7$0.00$0.96$1.27$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$0.00$38.2$1.44$1.25$0.19
2021Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$1.27$2.73$1.46
2020Detailed filing. Detailed filing data is available for this year.$16.5$0.00$16.5$3.88$0.73$3.16
2019Summary only. Only limited summary data is available for this year.$13.3$0.00$2.25$2.13$0.12
2015Summary only. Only limited summary data is available for this year.$17.3$0.00$1.29$2.13$0.84
2014Summary only. Only limited summary data is available for this year.$18.3$0.00$3.80$5.13$1.32
2013Summary only. Only limited summary data is available for this year.$18.3$0.00$3.89$1.26$5.15
2012Summary only. Only limited summary data is available for this year.$18.3$0.00$1.33$1.13$0.20
2011Summary only. Only limited summary data is available for this year.$18.3$0.00$0.99$2.18$1.19