Civic Intelligence

H C Davis Fund

990PF • Fiscal year 2013 • EIN 74-6050406

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

Organization Profile
PO Box 70146578270

(210) 602-2673

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

38th percentile

0.00x

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

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

Net Margin

1st percentile

-3187%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

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

Asset Growth

17th percentile

-7.1%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$604,209

Down $46,047 (-7.1%) from 2012

Net Assets

Down

$604,209

Down $46,047 (-7.1%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin1st percentile

Revenue

$1,445

No earlier filing loaded for comparison.

Expenses

Up

$47,492

Up $20,379 (+75%) from 2012

Net Income

-$46,047

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2013

Assets$604,209
Liabilities$0
Net Assets$604,209
Open 2013 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

2013

Revenue$1,445
Expenses$47,492
Net Income-$46,047
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK GALINDODirector-$0--
ROBERT C MADISONDirector-$0--
RICHARD F SKIDDDirector-$0--
JOMES C HOYO SRDirector-$0--
ALBERT W WIGGERSDirector-$0--
Filing and Contact Details

Filer

EIN
74-6050406
Phone
2106022673

Signing Officer

Name
Robert L Jett
Title
Administrator
Phone
2106022673
Signed
2014-05-06
Discuss with paid preparer
Yes

Preparer

Preparer
Steven G Penchan
Phone
2106410850
Raw XML Appendix258 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.

Path#Value
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CompensationExplanation/CompensationExplanationGrp/PersonNm3JOMES C HOYO SR
CompensationExplanation/CompensationExplanationGrp/PersonNm4ALBERT W WIGGERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt098797
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0197226
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0429914
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09511
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06954
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt031229
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0624583
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FRANK GALINDO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROBERT C MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RICHARD F SKIDD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10PO BOX 12217
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1118814 SURREYWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1210843 COUGAR CHASE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine135203 BLANCO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14669 CANYON CIRCLE DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City3SAN ANTONIO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City4CANYON LAKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode078212
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode078270
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AS NEEDED.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine116510 FALCONS HEIGHT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SAN ANTONIO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt031200
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09650
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08732
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt033883
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015501
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09650
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08732
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046701
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015501
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt033883
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt018382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06954
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06954
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT L JETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02106022673
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10HC DAVIS FUND
ReturnHeader/Filer/BusinessNameControlTxt0HCDA
ReturnHeader/Filer/EIN0746050406
ReturnHeader/Filer/PhoneNum02106022673
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 701465
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078270
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10STEVEN G PENCHAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101045 CENTRAL PKWY N STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0782325024
ReturnHeader/PreparerPersonGrp/PhoneNum02106410850
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN G PENCHAN
ReturnHeader/ReturnTs02014-06-20T10:42:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$604,209
Liabilities
$0
Net assets
$604,209
Revenue
$1,445
Expenses
$47,492
Net income
-$46,047
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