Civic Intelligence

H C Davis Fund

990PF • Fiscal year 2011 • EIN 74-6050406

Jan 01, 2011 to Dec 31, 2011 • Filed on May 13, 2012

Organization Profile
PO Box 70146578270
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.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

26th percentile

-5.2%

Faster asset growth than 26% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$675,334

Down $37,008 (-5.2%) from 2010

Net Assets

Down

$675,334

Down $37,008 (-5.2%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$42,720

Up $26,586 (+165%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$800K$600K$400K$200K$0Assets 2010: $712,342Liabilities 2010: $0Net Assets 2010: $712,3422010Assets 2011: $675,334Liabilities 2011: $0Net Assets 2011: $675,3342011Assets 2012: $650,256Liabilities 2012: $0Net Assets 2012: $650,2562012Assets 2013: $604,209Liabilities 2013: $0Net Assets 2013: $604,2092013Assets 2014: $592,288Liabilities 2014: $0Net Assets 2014: $592,2882014Assets 2015: $596,874Liabilities 2015: $0Net Assets 2015: $596,8742015Assets 2016: $589,666Liabilities 2016: $0Net Assets 2016: $589,6662016Assets 2017: $590,713Liabilities 2017: $0Net Assets 2017: $590,7132017Assets 2018: $587,179Liabilities 2018: $0Net Assets 2018: $587,1792018Assets 2019: $587,091Liabilities 2019: $0Net Assets 2019: $587,0912019Assets 2020: $568,016Liabilities 2020: $0Net Assets 2020: $568,0162020Assets 2021: $556,146Liabilities 2021: $0Net Assets 2021: $556,1462021Assets 2022: $551,908Liabilities 2022: $0Net Assets 2022: $551,9082022Assets 2023: $529,834Liabilities 2023: $12023Assets 2024: $541,960Liabilities 2024: $0Net Assets 2024: $541,9602024

Highlighted filing

2011

Assets$675,334
Liabilities$0
Net Assets$675,334
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$50K$0-$50KExpenses 2010: $16,1342010Expenses 2011: $42,7202011Expenses 2012: $27,1132012Revenue 2013: $1,445Expenses 2013: $47,492Net Income 2013: -$46,0472013Revenue 2014: $6,410Expenses 2014: $18,331Net Income 2014: -$11,9212014Revenue 2015: $5,561Expenses 2015: $975Net Income 2015: $4,5862015Revenue 2016: $2,250Expenses 2016: $9,458Net Income 2016: -$7,2082016Revenue 2017: $4,954Expenses 2017: $3,907Net Income 2017: $1,0472017Revenue 2018: $9,956Expenses 2018: $13,490Net Income 2018: -$3,5342018Revenue 2019: $9,053Expenses 2019: $9,141Net Income 2019: -$882019Revenue 2020: $9,483Expenses 2020: $28,558Net Income 2020: -$19,0752020Revenue 2021: $16,516Expenses 2021: $28,386Net Income 2021: -$11,8702021Revenue 2022: $7,386Expenses 2022: $11,624Net Income 2022: -$4,2382022Revenue 2023: -$2,437Expenses 2023: $19,637Net Income 2023: -$22,0742023Revenue 2024: $13,952Expenses 2024: $1,826Net Income 2024: $12,1262024

Highlighted filing

2011

Revenue-
Expenses$42,720
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 13, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL K SCHAUERDirector-$0--
JAMES A RODRIGUEZDirector-$0--
WILLIAM D JONESDirector-$0--
JAMES C WILLIAMS IVDirector-$0--
JOSE G GARCIADirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-NEEDY MASONNONESAN ANTONIO, TX, US$36,500
Paid Grant-NEEDY MASONNONESAN ANTONIO, TX, US$5,590
Filing and Contact Details

Filer

EIN
74-6050406
Raw XML Appendix291 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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CompensationExplanation/Compensation/PersonName1JAMES A RODRIGUEZ
CompensationExplanation/Compensation/PersonName2WILLIAM D JONES
CompensationExplanation/Compensation/PersonName3JAMES C WILLIAMS IV
CompensationExplanation/Compensation/PersonName4JOSE G GARCIA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0DANIEL K SCHAUER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES A RODRIGUEZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2WILLIAM D JONES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3JAMES C WILLIAMS IV
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JOSE G GARCIA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4DIRECTOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1012303 STABLE POND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117520 POTRANCO ROAD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1212774 LA VERNIA RD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine136227 BELLWOOD ST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2ST HEDWIG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3SAN ANTONIO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4SAN ANTONIO
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State3TX
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State4TX
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IRS990PF/UndistributedIncome/PriorYear202008
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IRS990PF/UndistributedIncome/UndistributedIncomeCY00
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OtherExpensesSchedule/OtherExpenses/Description1POST OFFICE BOX
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OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks070
TaxesSchedule/Taxes/Amount060
TaxesSchedule/Taxes/Category0EXCISE TAX ON INVESTMENT INCOME
TaxesSchedule/Taxes/NetInvestmentIncome060
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0746050406
ReturnHeader/Filer/Name/BusinessNameLine10HC DAVIS FUND
ReturnHeader/Filer/NameControl0HCDA
ReturnHeader/Filer/Phone02106022673
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 701465
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078270
ReturnHeader/Officer/DateSigned02012-05-13
ReturnHeader/Officer/Name0ROBERT L JETT
ReturnHeader/Officer/Phone02106022673
ReturnHeader/Officer/Title0ADMINISTRATOR
ReturnHeader/Preparer/DatePrepared02012-05-16
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10STEVEN G PENCHAN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101045 CENTRAL PKWY N STE 102
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0TX
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0782325024
ReturnHeader/Preparer/Name0STEVEN PENCHAN
ReturnHeader/Preparer/Phone02106410850
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-05-16T17:58:57-05:00

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$675,334
Liabilities
$0
Net assets
$675,334
Revenue
-
Expenses
$42,720
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.42$0.00$5.42$0.14$0.02$0.12
2023Summary only. Only limited summary data is available for this year.$5.30$0.00$0.02$0.20$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.52$0.00$5.52$0.07$0.12$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.56$0.00$5.56$0.17$0.28$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.68$0.00$5.68$0.09$0.29$0.19
2019Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.09$0.09$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.10$0.13$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.91$0.00$5.91$0.05$0.04$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.02$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.06$0.01$0.05
2014Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.06$0.18$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$0.01$0.47$0.46
2012Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.27
2011Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.43
2010Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$0.16