Civic Intelligence

H C Davis Fund

990PF • Fiscal year 2017 • EIN 74-6050406

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 10, 2018

Organization Profile
PO Box 701465San Antonio, TX 78270

(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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

120%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$590,713

Up $1,047 (+0.2%) from 2016

Net Assets

Up

$590,713

Up $1,047 (+0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin77th percentile

Revenue

Up

$4,954

Up $2,704 (+120%) from 2016

Expenses

Down

$3,907

Down $5,551 (-59%) from 2016

Net Income

Up

$1,047

Up $8,255 (+115%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2017

Assets$590,713
Liabilities$0
Net Assets$590,713
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

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

2017

Revenue$4,954
Expenses$3,907
Net Income$1,047
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 10, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD WALLACEDirector-$0--
NICK R RAMOSDirector-$0--
WILLIAM H BOYDDirector-$0--
BRADLEY KOHANKEDirector-$0--
RED LOHMANDirector-$0--
ROBERT JETTTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-MEDICAL EXPENSES-SAN ANTONIO, TX, US$3,000
Filing and Contact Details

Filer

Filer Name
Hc Davis Fund
EIN
74-6050406
Phone
2106022673
Address
PO BOX 701465, SAN ANTONIO, TX 78270

Signing Officer

Name
Robert Jett
Title
Trustee
Phone
2106022673
Signed
2018-07-10
Discuss with paid preparer
Yes

Preparer

Firm
Steven G Penchan Pc
Address
1045 CENTRAL PKWY N STE 102, SAN ANTONIO, TX 78232-5024
Preparer
Steven Penchan
Phone
2106410850
Raw XML Appendix281 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD WALLACE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NICK R RAMOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM H BOYD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRADLEY KOHANKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4RED LOHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ROBERT JETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt03000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER - BASIS OF NEED AND PROOF OF NEED
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERT JETT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02106022673
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 701465
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd078270
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NEEDY MASONS IN BEXAR COUNTY, TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0AS NEEDED.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MEDICAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CLAUDE MONROE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0MASON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010811 REDBUSH PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd078249
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt03000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029843
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03000
IRS990PF/UndistributedIncomeGrp/Taxable2Amt025715
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt029843
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt028715
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt06954
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MINERAL INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06954
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PO BOX RENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0112
TaxesSchedule/TaxesDetail/Amt045
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT JETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02106022673
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HC DAVIS FUND
ReturnHeader/Filer/BusinessNameControlTxt0HCDA
ReturnHeader/Filer/EIN0746050406
ReturnHeader/Filer/PhoneNum02106022673
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 701465
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078270
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CDCF482856F85EDAB92FFA6444864AF049CF9393
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CDCF482856F85EDAB92FFA6444864AF049CF9393
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.48.154.57
ReturnHeader/FilingSecurityInformation/IPDt02018-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:25:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742983446
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN G PENCHAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01045 CENTRAL PKWY N STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN ANTONIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0782325024
ReturnHeader/PreparerPersonGrp/PhoneNum02106410850
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN PENCHAN
ReturnHeader/ReturnTs02018-08-08T17:25:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$590,713
Liabilities
$0
Net assets
$590,713
Revenue
$4,954
Expenses
$3,907
Net income
$1,047
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
2017Detailed filing. Detailed filing data is available for this year.$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