Civic Intelligence

Joe C Davis Foundation

990PF • Fiscal year 2020 • EIN 62-6125481

Oct 01, 2019 to Sep 30, 2020 • Filed on Dec 14, 2020

Organization Profile

View Organization Page

104 Woodmont Blvd Ste 310Nashville, TN 37205

(615) 352-9036

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Higher debt load relative to assets than 12% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

7th percentile

-65%

Higher net margin than 7% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

14th percentile

-3.3%

Faster asset growth than 14% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-42%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$94,832,218

Down $3,236,477 (-3.3%) from 2019

Net Assets

$94,830,593

No earlier filing loaded for comparison.

Liabilities

Up

$1,625

Up $1,625 from 2019

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin7th percentile

Revenue

Down

$4,978,130

Down $3,661,052 (-42%) from 2019

Expenses

Down

$8,216,232

Down $292,512 (-3.4%) from 2019

Net Income

Down

-$3,238,102

Down $3,368,540 (-2582%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$200M$150M$100M$50M$0Assets 2011: $75,759,738Liabilities 2011: $02011Assets 2012: $77,162,816Liabilities 2012: $02012Assets 2013: $80,682,600Liabilities 2013: $02013Assets 2014: $83,471,665Liabilities 2014: $1,500,0002014Assets 2015: $92,470,378Liabilities 2015: $02015Assets 2019: $98,068,695Liabilities 2019: $02019Assets 2020: $94,832,218Liabilities 2020: $1,625Net Assets 2020: $94,830,5932020Assets 2021: $105,189,064Liabilities 2021: $1,625Net Assets 2021: $105,187,4392021Assets 2022: $101,782,891Liabilities 2022: $1,625Net Assets 2022: $101,781,2662022Assets 2023: $102,304,445Liabilities 2023: $2,500Net Assets 2023: $102,301,9452023Assets 2024: $112,536,046Liabilities 2024: $2,277,715Net Assets 2024: $110,258,3312024Assets 2025: $151,941,508Liabilities 2025: $4,845Net Assets 2025: $151,936,6632025

Highlighted filing

2020

Assets$94,832,218
Liabilities$1,625
Net Assets$94,830,593
Open 2020 Filing

Operations Trend

Revenue Growth9th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $5,125,271Expenses 2011: $5,226,611Net Income 2011: -$101,3402011Revenue 2012: $7,007,501Expenses 2012: $5,604,423Net Income 2012: $1,403,0782012Revenue 2013: $9,669,310Expenses 2013: $6,147,616Net Income 2013: $3,521,6942013Revenue 2014: $9,797,769Expenses 2014: $8,474,567Net Income 2014: $1,323,2022014Revenue 2015: $17,511,498Expenses 2015: $6,923,149Net Income 2015: $10,588,3492015Revenue 2019: $8,639,182Expenses 2019: $8,508,744Net Income 2019: $130,4382019Revenue 2020: $4,978,130Expenses 2020: $8,216,232Net Income 2020: -$3,238,1022020Revenue 2021: $18,916,197Expenses 2021: $8,559,351Net Income 2021: $10,356,8462021Revenue 2022: $6,182,733Expenses 2022: $9,588,906Net Income 2022: -$3,406,1732022Revenue 2023: $10,381,384Expenses 2023: $9,860,691Net Income 2023: $520,6932023Revenue 2024: $18,251,037Expenses 2024: $10,294,651Net Income 2024: $7,956,3862024Revenue 2025: $52,090,891Expenses 2025: $10,412,559Net Income 2025: $41,678,3322025

Highlighted filing

2020

Revenue$4,978,130
Expenses$8,216,232
Net Income-$3,238,102
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Dec 14, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM R DELOACHE JRCo-TrusteePT$0--
FRANCES ELLISONCo-TrusteePT$0--
ANNE DAVISCo-TrusteePT$0--
NANCY BEVERIDGECo-TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Joe C Davis Foundation
EIN
62-6125481
Phone
6153529036
Address
104 WOODMONT BLVD STE 310, NASHVILLE, TN 37205

Signing Officer

Name
William R Deloache Jr
Title
Trustee
Phone
6153529036
Signed
2020-12-14
Discuss with paid preparer
Yes

Preparer

Firm
Osborne & Co Pc
Address
761 OLD HICKORY BLVD STE 201, BRENTWOOD, TN 37027
Preparer
David F Osborne
Phone
6153700590
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990-PF, PART XV, LINE 2B
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FORM 990-PF, PART XV, LINE 2BTHE FOUNDATION MAKES CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS EXEMPLIFYING THE CORE VALUES OF JOE C. DAVIS - THE IMPORTANCE OF PERSONAL INITIATIVE, PERSERVERANCE, HARD WORK, EDUCATION, AND ENTREPRENEURSHIP. THE FOUNDATION'S PRIMARY AREAS OF FOCUS ARE EDUCATION, HEALTHCARE, AND COMMUNITY AND SOCIAL SERVICES. GEOGRAPHICALLY, THE FOUNDATION'S PRIMARY FOCUS IS THE NASHVILLE, TENNESSEE AREA. THE FOUNDATION SEEKS TO INVEST IN ORGANIZATIONS WITH STRONG LEADERSHIP; ORGANIZATIONS WITH LONG-TERM, SUSTAINABLE FINANCIAL MODELS; AND ORGANIZATIONS THAT ARE THE LEADING EXPERTS IN THE RELEVANT AREA OF SERVICE.IN LATE MARCH OF EACH YEAR, THE FOUNDATION AWARDS A LIMITED NUMBER OF GRANTS. THE APPLICATION DEADLINE FOR THE MARCH GRANT CYCLE IS FEBRUARY 15. THE MAXIMUM REQUEST FOR A MARCH AWARD IS $25,000. ANY REQUEST OVER $25,000 WILL NOT BE CONSIDERED. GRANT REQUESTS FOR $25,000 OR LESS MAY BE SUBMITTED FOR EITHER THE SEPTEMBER OR MARCH GRANT CYCLE BUT GRANT REQUESTS FOR MORE THAN $25,000 MAY ONLY BE SUBMITTED FOR THE SEPTEMBER AWARD PERIOD. THE APPLICATION DEADLINE FOR THE SEPTEMBER GRANT CYCLE IS AUGUST 1.THE FOUNDATION UTILIZES A SECURE ONLINE GRANT APPLICATION PROCESS. TO APPLY FOR FUNDING, PLEASE CONTACT ANGELA GODDARD AT 615-352-9036 OR [email protected] ONLINE GRANT APPLICATION REQUESTS THE FOLLOWING INFORMATION: *OVERVIEW OF ORGANIZATION'S HISTORY, MISSION, PROGRAMS, AND SERVICES *OVERVIEW OF REQUEST - A GENERAL DESCRIPTION OF THE SPECIFIC PROGRAM OR PROJECT, INCLUDING THE GOALS AND OBJECTIVES, DURATION, ANTICIPATED OUTCOMES, MEASURES OF SUCCESS, COLLABORATIONS, AND SUSTAINABILITY OF PLANS. *OVERVIEW OF FINANCIALS - SUMMARY OF THE AMOUNT OF FUNDING REQUESTED IN RELATION TO THE TOTAL AMOUNT NEEDED; LISTING OF SUPPORT FROM OTHER DONORS; A PROGRAM OR PROJECT BUDGET, AS WELL AS MOST RECENT ANNUAL OPERATING BUDGET WITH A BREAKDOWN OF FUNDING SOURCES. *APPLICANTS MAY INCLUDE OTHER INFORMATION THAT MIGHT GIVE INSIGHT INTO THEIR ORGANIZATION, PROGRAM, OR PROJECT.THE FOUNDATION DOES NOT MAKE GRANTS FOR SUPPORT OF, OR TO PURCHASE TICKETS TO, CHARITABLE FUNDRAISING EVENTS OR DINNERS. THE FOUNDATION PROVIDES FUNDS ONLY TO CHARITABLE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND DOES NOT PROVIDE GRANTS TO INDIVIDUALS.
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Filings

Displayed year

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

Open filing
Assets
$94,832,218
Liabilities
$1,625
Net assets
$94,830,593
Revenue
$4,978,130
Expenses
$8,216,232
Net income
-$3,238,102
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$152$0.00$152$52.1$10.4$41.7
2024Detailed filing. Detailed filing data is available for this year.$113$2.28$110$18.3$10.3$7.96
2023Detailed filing. Detailed filing data is available for this year.$102$0.00$102$10.4$9.86$0.52
2022Detailed filing. Detailed filing data is available for this year.$102$0.00$102$6.18$9.59$3.41
2021Detailed filing. Detailed filing data is available for this year.$105$0.00$105$18.9$8.56$10.4
2020Detailed filing. Detailed filing data is available for this year.$94.8$0.00$94.8$4.98$8.22$3.24
2019Summary only. Only limited summary data is available for this year.$98.1$0.00$8.64$8.51$0.13
2015Summary only. Only limited summary data is available for this year.$92.5$0.00$17.5$6.92$10.6
2014Summary only. Only limited summary data is available for this year.$83.5$1.50$9.80$8.47$1.32
2013Summary only. Only limited summary data is available for this year.$80.7$0.00$9.67$6.15$3.52
2012Summary only. Only limited summary data is available for this year.$77.2$0.00$7.01$5.60$1.40
2011Summary only. Only limited summary data is available for this year.$75.8$0.00$5.13$5.23$0.10