Civic Intelligence

The David Family Foundation Inc.

990PF • Fiscal year 2013 • EIN 74-1608274

Oct 01, 2012 to Sep 30, 2013 • Filed on Jul 21, 2014

Organization Profile
P O Box 31000578131-0005
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

61st percentile

4.7%

Faster asset growth than 61% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$730,424

Up $32,536 (+4.7%) from 2012

Net Assets

Up

$730,424

Up $32,536 (+4.7%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$45,406

Up $2,200 (+5.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $708,750Liabilities 2011: $0Net Assets 2011: $708,7502011Assets 2012: $697,888Liabilities 2012: $0Net Assets 2012: $697,8882012Assets 2013: $730,424Liabilities 2013: $0Net Assets 2013: $730,4242013Assets 2014: $888,210Liabilities 2014: $0Net Assets 2014: $888,2102014Assets 2015: $1,013,958Liabilities 2015: $0Net Assets 2015: $1,013,9582015Assets 2016: $912,025Liabilities 2016: $0Net Assets 2016: $912,0252016Assets 2017: $985,418Liabilities 2017: $0Net Assets 2017: $985,4182017Assets 2018: $986,410Liabilities 2018: $0Net Assets 2018: $986,4102018Assets 2019: $920,182Liabilities 2019: $0Net Assets 2019: $920,1822019Assets 2020: $830,612Liabilities 2020: $0Net Assets 2020: $830,6122020Assets 2021: $994,396Liabilities 2021: $0Net Assets 2021: $994,3962021Assets 2022: $918,623Liabilities 2022: $0Net Assets 2022: $918,6232022Assets 2023: $879,569Liabilities 2023: $0Net Assets 2023: $879,5692023Assets 2024: $891,010Liabilities 2024: $0Net Assets 2024: $891,0102024

Highlighted filing

2013

Assets$730,424
Liabilities$0
Net Assets$730,424
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KExpenses 2011: $33,1512011Expenses 2012: $43,2062012Expenses 2013: $45,4062013Revenue 2014: $209,192Expenses 2014: $51,406Net Income 2014: $157,7862014Revenue 2015: $183,825Expenses 2015: $58,077Net Income 2015: $125,7482015Revenue 2016: -$14,938Expenses 2016: $86,995Net Income 2016: -$101,9332016Revenue 2017: $124,329Expenses 2017: $50,936Net Income 2017: $73,3932017Revenue 2018: $57,546Expenses 2018: $56,554Net Income 2018: $9922018Revenue 2019: -$2,439Expenses 2019: $63,789Net Income 2019: -$66,2282019Revenue 2020: -$26,646Expenses 2020: $62,924Net Income 2020: -$89,5702020Revenue 2021: $232,238Expenses 2021: $68,454Net Income 2021: $163,7842021Revenue 2022: -$2,545Expenses 2022: $73,228Net Income 2022: -$75,7732022Revenue 2023: $29,899Expenses 2023: $68,953Net Income 2023: -$39,0542023Revenue 2024: $70,291Expenses 2024: $58,850Net Income 2024: $11,4412024

Highlighted filing

2013

Revenue-
Expenses$45,406
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jul 21, 2014
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SOLOMON D DAVID JRPresident-$0--
ALLEN D DAVIDVice President-$0--
CINDY M DAVIDSecretary/Treasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMETHODIST HOSPITALINSTITUTIONALPUBLICHOUSTON, TX, US$16,666
Paid GrantUNIVERSITY OF TEXASINSTITUTIONALPUBLICAUSTIN, TX, US$9,200
Paid GrantHOPE HOSPICEINSTITUTIONALPUBLICNEW BRAUNFELS, TX, US$5,000
Filing and Contact Details

Filer

EIN
74-1608274
Raw XML Appendix363 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SOLOMON D DAVID JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ALLEN D DAVID
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CINDY M DAVID
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VICE PRESIDENT
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2INSTITUTIONAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10HOPE HOSPICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11METHODIST HOSPITAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12UNIVERSITY OF TEXAS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10611 N WALNUT DR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine116565 FANNIN D-200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12PO BOX 13178
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEW BRAUNFELS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1HOUSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2AUSTIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode078130
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode177030
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode278711
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear030866
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear030866
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted042499
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4016760
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5074251
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus011633
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY011633
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5062618
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear016760
IRS990PF/UndistributedIncome/ExcessFromYear4016760
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions030866
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus079378
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover091011
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
OtherExpensesSchedule/OtherExpenses/Description0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome02304
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks02304
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0-535
OtherIncomeSchedule2/OtherIncome/Description0OTHER INVESTMENT LOSS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-535
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-535
OtherIncreasesSchedule/OtherIncreases/Amount01904
OtherIncreasesSchedule/OtherIncreases/Description0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount07891
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0INVESTMENT CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome07891
TaxesSchedule/Taxes/Amount0302
TaxesSchedule/Taxes/Category0FEDERAL EXCISE TAX
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0741608274
ReturnHeader/Filer/Name/BusinessNameLine10DAVID FAMILY FOUNDATION
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone07136211515
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 310005
ReturnHeader/Filer/USAddress/City0NEW BRAUNFELS
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode0781310005
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02014-07-21
ReturnHeader/Officer/Name0CINDY DAVID
ReturnHeader/Officer/Phone07136211515
ReturnHeader/Officer/Title0SECRETARY
ReturnHeader/PreparerFirm/EIN0752393478
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10WHITLEY PENN LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine103411 RICHMOND AVE SUITE 500
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HOUSTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode077046
ReturnHeader/Preparer/Name0JENNIFER ESCH
ReturnHeader/Preparer/Phone07136211515
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-08-08T16:18:50-05:00

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$730,424
Liabilities
$0
Net assets
$730,424
Revenue
-
Expenses
$45,406
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.07$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.23$0.07$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.06$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.00$0.06$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.06$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.12$0.05$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.01$0.09$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.18$0.06$0.13
2014Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.21$0.05$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.05
2012Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.04
2011Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.03