Civic Intelligence

Edgar E Davis Foundation

990PF • Fiscal year 2016 • EIN 59-2224202

Aug 01, 2015 to Jul 31, 2016 • Filed on Aug 25, 2016

Organization Profile
778 Regency Reserve CircleNaples, FL 34119

(239) 249-9476

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

28th percentile

-7.9%

Higher net margin than 28% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

6th percentile

-61%

Faster asset growth than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-85%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$132,409

Down $205,804 (-61%) from 2015

Net Assets

Down

$132,409

Down $205,804 (-61%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin28th percentile

Revenue

Down

$2,879

Down $15,846 (-85%) from 2015

Expenses

Down

$3,107

Down $28,247 (-90%) from 2015

Net Income

Up

-$228

Up $12,401 (+98%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$600K$400K$200K$0Assets 2011: $439,001Liabilities 2011: $02011Assets 2012: $420,333Liabilities 2012: $02012Assets 2013: $371,566Liabilities 2013: $0Net Assets 2013: $371,5662013Assets 2014: $350,842Liabilities 2014: $0Net Assets 2014: $350,8422014Assets 2015: $338,213Liabilities 2015: $0Net Assets 2015: $338,2132015Assets 2016: $132,409Liabilities 2016: $0Net Assets 2016: $132,4092016Assets 2017: $132,502Liabilities 2017: $0Net Assets 2017: $132,5022017Assets 2018: $131,329Liabilities 2018: $0Net Assets 2018: $131,3292018Assets 2019: $131,441Liabilities 2019: $0Net Assets 2019: $131,4412019Assets 2020: $131,470Liabilities 2020: $0Net Assets 2020: $131,4702020Assets 2021: $134,688Liabilities 2021: $0Net Assets 2021: $134,6882021Assets 2022: $131,704Liabilities 2022: $0Net Assets 2022: $131,7042022Assets 2024: $139,128Liabilities 2024: $0Net Assets 2024: $139,1282024

Highlighted filing

2016

Assets$132,409
Liabilities$0
Net Assets$132,409
Open 2016 Filing

Operations Trend

Revenue Growth4th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $1,232Expenses 2011: $24,073Net Income 2011: -$22,8412011Revenue 2012: $946Expenses 2012: $19,589Net Income 2012: -$18,6432012Expenses 2013: $23,1672013Revenue 2014: $212Expenses 2014: $20,936Net Income 2014: -$20,7242014Revenue 2015: $18,725Expenses 2015: $31,354Net Income 2015: -$12,6292015Revenue 2016: $2,879Expenses 2016: $3,107Net Income 2016: -$2282016Revenue 2017: $4,600Expenses 2017: $4,507Net Income 2017: $932017Revenue 2018: $2,470Expenses 2018: $3,643Net Income 2018: -$1,1732018Revenue 2019: $3,530Expenses 2019: $3,418Net Income 2019: $1122019Revenue 2020: $3,170Expenses 2020: $3,141Net Income 2020: $292020Revenue 2021: $3,690Expenses 2021: $472Net Income 2021: $3,2182021Revenue 2022: $3,901Expenses 2022: $6,885Net Income 2022: -$2,9842022Revenue 2024: $4,495Expenses 2024: $0Net Income 2024: $4,4952024

Highlighted filing

2016

Revenue$2,879
Expenses$3,107
Net Income-$228
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Aug 25, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDGAR E DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edgar E Davis Foundation
EIN
59-2224202
Address
778 REGENCY RESERVE CIRCLE, NAPLES, FL 34119

Signing Officer

Name
Edgar E Davis
Title
President
Phone
2395955571
Signed
2016-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Jf Holes CPA Inc
Address
2500 TAMIAMI TRAIL NORTH SUITE 214, Naples, FL 34103
Preparer
Jared F Holes CPA
Phone
2392499476
Raw XML Appendix213 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/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt03107
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0BANK INTEREST
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME FROM FOUNDATION INVESTMENTS
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDGAR E DAVIS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03415
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011291
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03107
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011291
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt014706
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02987
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1120
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1120
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01260
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0EDGAR E DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02395955571
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-25
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ReturnHeader/Filer/BusinessNameControlTxt0EDGA
ReturnHeader/Filer/EIN0592224202
ReturnHeader/Filer/USAddress/AddressLine1Txt0778 REGENCY RESERVE CIRCLE
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034119
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273512903
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JF HOLES CPA INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 TAMIAMI TRAIL NORTH SUITE 214
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Naples
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034103
ReturnHeader/PreparerPersonGrp/PhoneNum02392499476
ReturnHeader/PreparerPersonGrp/PreparationDt02016-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JARED F HOLES CPA
ReturnHeader/ReturnTs02016-08-25T14:21:30-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,409
Liabilities
$0
Net assets
$132,409
Revenue
$2,879
Expenses
$3,107
Net income
-$228
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.00$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.04$0.00$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.02$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.03$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.19$0.31$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.00$0.21$0.21
2013Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.23
2012Summary only. Only limited summary data is available for this year.$4.20$0.00$0.01$0.20$0.19
2011Summary only. Only limited summary data is available for this year.$4.39$0.00$0.01$0.24$0.23