Civic Intelligence

Lindsey Davis Charities

990 • Fiscal year 2021 • EIN 84-3766476

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 20, 2022

Organization ProfileN/A
632 Mill Race RdGranville, OH 43023

(614) 572-5422

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

98th percentile

90%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

84th percentile

52%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$512,411

Up $175,853 (+52%) from 2020

Net Assets

Up

$512,411

Up $175,853 (+52%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin98th percentile

Revenue

Down

$179,739

Down $167,231 (-48%) from 2020

Expenses

Up

$18,054

Up $13,679 (+313%) from 2020

Net Income

Down

$161,685

Down $180,910 (-53%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $336,558Liabilities 2020: $0Net Assets 2020: $336,5582020Assets 2021: $512,411Liabilities 2021: $0Net Assets 2021: $512,4112021Assets 2024: $1,302,834Liabilities 2024: $0Net Assets 2024: $1,302,8342024

Highlighted filing

2021

Assets$512,411
Liabilities$0
Net Assets$512,411
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0Revenue 2020: $346,970Expenses 2020: $4,375Net Income 2020: $342,5952020Revenue 2021: $179,739Expenses 2021: $18,054Net Income 2021: $161,6852021Revenue 2024: $496,411Expenses 2024: $83,584Net Income 2024: $412,8272024

Highlighted filing

2021

Revenue$179,739
Expenses$18,054
Net Income$161,685
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 20, 2022
Return Version
2021v4.0
Gross Receipts
$366,565
Mission and Program Overview

Mission

This organization's mission is to help those in need by providing resources and services so they can enjoy productive and fulfilling lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$298,646$449,806▲ $151,160
Savings and Temporary Cash Investments-$54,621-
Cash and Non-Interest-Bearing Accounts$37,912$7,984▼ $29,928
Total Assets$336,558$512,411▲ $175,853
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$336,558$512,411▲ $175,853
Total Net Assets Fund Balance$336,558$512,411▲ $175,853
Total Liabilities and Net Assets / Fund Balance$336,558$512,411▲ $175,853
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Gregory DavisPresident
Adam MullDirector
Amy DavisSecy/treasur
Revenue and Support

Revenue Composition

Contributions and Grants
$168,373
Program Service Revenue
$0
Investment Income
$11,366
Other Revenue
$0
All Other Contributions
$168,373
Change in Net Assets
$161,685

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded1$167,373
Total Noncash Contributions1$167,373
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$14,633
Other Expenses$3,421
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$12,233--$12,233
Grants to Domestic Orgs$2,400--$2,400
Fees for Service Investment Mgmnt Fees-$2,146-$2,146
Fees for Services Accounting-$1,275-$1,275
Total Functional Expenses$14,633$3,421$0$18,054
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Gregory davis family relationship amy davis family relationship”

Form 990, Page 6, Part VI, Line 8B

“This organization does not have committees.”

Form 990, Page 6, Part VI, Line 11B

“A copy of the form 990 was provided to each of the organization's officers and directors prior to filing to allow ample time for review and comments.”

Form 990, Page 6, Part VI, Line 12C

“Each officer/director monitors the policy individually and reports any complaints to the full board.”

Form 990, Page 6, Part VI, Line 19

“The organization makes it's governing documents, form 1023, form 990, and conflict of interest policy available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lindsey Davis Charities
EIN
84-3766476
Phone
6145725422
Address
632 MILL RACE RD, GRANVILLE, OH 43023

Signing Officer

Name
Gregory Davis
Title
President
Phone
6145725422
Signed
2022-06-20

Organization Details

Principal Officer
Gregory Davis
Formed
2019
Voting Board Members
3
Independent Board Members
1
Employees
0

Preparer

Firm
WELLS AND PRIEST INC CPA'S
Address
PO BOX 250, NEWARK, OH 43058-0250
Preparer
Jeffrey M Priest
Phone
7403498616
Raw XML Appendix306 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION DOES NOT HAVE COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF THE FORM 990 WAS PROVIDED TO EACH OF THE ORGANIZATION'S OFFICERS AND DIRECTORS PRIOR TO FILING TO ALLOW AMPLE TIME FOR REVIEW AND COMMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH OFFICER/DIRECTOR MONITORS THE POLICY INDIVIDUALLY AND REPORTS ANY COMPLAINTS TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, FORM 1023, FORM 990, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
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ReturnHeader/ReturnTs02022-06-30T08:13:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$512,411
Liabilities
$0
Net assets
$512,411
Revenue
$179,739
Expenses
$18,054
Net income
$161,685
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.50$0.08$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.18$0.02$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.35$0.00$0.34