Civic Intelligence

J Haydn Davis Family Educational Trust

990PF • Fiscal year 2021 • EIN 58-6278360

Jan 01, 2021 to Dec 31, 2021 • Filed on May 15, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-115%

Higher net margin than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

93rd percentile

132%

Faster asset growth than 93% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

11th percentile

-67%

Faster revenue growth than 11% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$38,158

Up $21,699 (+132%) from 2020

Net Assets

Up

$38,158

Up $21,699 (+132%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin8th percentile

Revenue

Down

$1,266

Down $2,618 (-67%) from 2020

Expenses

Up

$2,725

Up $2,000 (+276%) from 2020

Net Income

Down

-$1,459

Down $4,618 (-146%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2021

Assets$38,158
Liabilities$0
Net Assets$38,158
Open 2021 Filing

Operations Trend

Revenue Growth11th 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

2021

Revenue$1,266
Expenses$2,725
Net Income-$1,459
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 15, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN D SUMNERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCOOK COUNTY EDUCATIONAL FOUNDATIONEDUCATIONAL SCHOLARSHIPPCADEL, GA, US$2,500
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
2022-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Lee W Folsom
Phone
2295613202
Raw XML Appendix255 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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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE W FOLSOM
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-15T19:31:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SUMNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,158
Liabilities
$0
Net assets
$38,158
Revenue
$1,266
Expenses
$2,725
Net income
-$1,459
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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