Civic Intelligence

Carolyn J Davis Charitable Trust

EIN 84-1824000 • Westlake Village, CA

3946 Freshwind CircleWestlake Village, CA 91361
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

90th percentile

39%

Faster asset growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

2.8%

Faster revenue growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,345,999

Up $374,266 (+39%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,345,999

Up $374,266 (+39%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin86th percentile

Revenue

Up

$810,659

Up $22,233 (+2.8%) from 2023

Expenses

Up

$436,393

Up $1,327 (+0.3%) from 2023

Net Income

Up

$374,266

Up $20,906 (+5.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $44,726Liabilities 2019: $02019Assets 2020: $58,745Liabilities 2020: $0Net Assets 2020: $58,7452020Assets 2021: $303,772Liabilities 2021: $0Net Assets 2021: $303,7722021Assets 2022: $618,373Liabilities 2022: $0Net Assets 2022: $618,3732022Assets 2023: $971,733Liabilities 2023: $0Net Assets 2023: $971,7332023Assets 2024: $1,345,999Liabilities 2024: $0Net Assets 2024: $1,345,9992024

Highlighted filing

2024

Assets$1,345,999
Liabilities$0
Net Assets$1,345,999
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Revenue 2019: $322,340Expenses 2019: $277,614Net Income 2019: $44,7262019Revenue 2020: $292,366Expenses 2020: $278,347Net Income 2020: $14,0192020Revenue 2021: $681,802Expenses 2021: $436,775Net Income 2021: $245,0272021Revenue 2022: $750,387Expenses 2022: $435,786Net Income 2022: $314,6012022Revenue 2023: $788,426Expenses 2023: $435,066Net Income 2023: $353,3602023Revenue 2024: $810,659Expenses 2024: $436,393Net Income 2024: $374,2662024

Highlighted filing

2024

Revenue$810,659
Expenses$436,393
Net Income$374,266
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,345,999
Liabilities
$0
Net assets
$1,345,999
Revenue
$810,659
Expenses
$436,393
Net income
$374,266
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.81$0.44$0.37
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.79$0.44$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.00$0.62$0.75$0.44$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.68$0.44$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$0.29$0.28$0.01
2019Summary only. Only limited summary data is available for this year.$0.04$0.00$0.32$0.28$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN J DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carolyn J Davis Charitable Trust
EIN
84-1824000
Phone
8187077829
Address
3946 FRESHWIND CIRCLE, WESTLAKE VILLAGE, CA 91361

Signing Officer

Name
Carolyn J Davis
Title
Trustee
Phone
8187077829
Signed
2025-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Medical Accounting Service Inc
Address
229 AVENUE I SUITE 300, REDONDO BEACH, CA 90277
Preparer
Vince Corso
Phone
3105407787
Raw XML Appendix260 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/PreparerFirmEIN0842891631
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEDICAL ACCOUNTING SERVICE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0229 AVENUE I SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDONDO BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090277
ReturnHeader/PreparerPersonGrp/PhoneNum03105407787
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCE CORSO
ReturnHeader/ReturnTs02025-05-13T11:58:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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