Civic Intelligence

Leon and Annie Davis Foundation

990PF • Fiscal year 2023 • EIN 83-3062271

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 02, 2023

Organization Profile
PO Box 916Moberly, MO 65270

(660) 263-0355

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

78th percentile

22%

Faster asset growth than 78% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

80th percentile

47%

Faster revenue growth than 80% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$22,221

Up $7,252 (+48%) from 2021

Net Assets

Up

$22,221

Up $7,252 (+48%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin76th percentile

Revenue

Up

$40,392

Up $21,792 (+117%) from 2021

Expenses

Up

$31,070

Up $26,070 (+521%) from 2021

Net Income

Down

$9,322

Down $4,278 (-31%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$30K$20K$10K$0Assets 2018: $1Liabilities 2018: $02018Assets 2020: $1,369Liabilities 2020: $02020Assets 2021: $14,969Liabilities 2021: $0Net Assets 2021: $14,9692021Assets 2023: $22,221Liabilities 2023: $0Net Assets 2023: $22,2212023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2023

Assets$22,221
Liabilities$0
Net Assets$22,221
Open 2023 Filing

Operations Trend

Revenue Growth80th percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2018: $300Expenses 2018: $300Net Income 2018: $02018Revenue 2020: $9,500Expenses 2020: $8,131Net Income 2020: $1,3692020Revenue 2021: $18,600Expenses 2021: $5,000Net Income 2021: $13,6002021Revenue 2023: $40,392Expenses 2023: $31,070Net Income 2023: $9,3222023Revenue 2024: $0Expenses 2024: $22,221Net Income 2024: -$22,2212024Revenue 2025: $0Expenses 2025: $0Net Income 2025: $02025

Highlighted filing

2023

Revenue$40,392
Expenses$31,070
Net Income$9,322
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 2, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Phillip C BrownPresident-$0--
Elizabeth F BrownDirector-$0--
Terri L JohnsonDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantHeifer InternationalProvide assistance toaid in providing food/training to those in needPublicCharityLittle Rock, AR, US$31,000
Filing and Contact Details

Filer

Filer Name
Leon and Annie Davis Foundation
EIN
83-3062271
Phone
6602630355
Address
PO Box 916, Moberly, MO 65270

Signing Officer

Name
Phillip C Brown
Title
President
Phone
6602630355
Signed
2023-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Lois a Duncan CPA LLC
Address
225 S BROADWAY, SALISBURY, MO 65281
Preparer
Lois A Duncan
Phone
6603886776
Raw XML Appendix262 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd065281
ReturnHeader/PreparerPersonGrp/PhoneNum06603886776
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lois A Duncan
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T15:26:39-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Phillip
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Brown
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,221
Liabilities
$0
Net assets
$22,221
Revenue
$40,392
Expenses
$31,070
Net income
$9,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$22.2$22.2
2023Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$40.4$31.1$9.32
2021Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$18.6$5.00$13.6
2020Summary only. Only limited summary data is available for this year.$1.37$0.00$9.50$8.13$1.37
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.30$0.30$0.00