Civic Intelligence

Lindsey Davis Charities

990 • Fiscal year 2022 • EIN 84-3766476

Jan 01, 2022 to Dec 31, 2022 • Filed on May 30, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

5th percentile

-135%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

22nd percentile

-20%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

5th percentile

-81%

Faster revenue growth than 5% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$412,216

Down $100,195 (-20%) from 2021

Net Assets

Down

$412,216

Down $100,195 (-20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin5th percentile

Revenue

Down

$34,381

Down $145,358 (-81%) from 2021

Expenses

Up

$80,871

Up $62,817 (+348%) from 2021

Net Income

Down

-$46,490

Down $208,175 (-129%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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 2022: $412,216Liabilities 2022: $0Net Assets 2022: $412,2162022Assets 2024: $1,302,834Liabilities 2024: $0Net Assets 2024: $1,302,8342024

Highlighted filing

2022

Assets$412,216
Liabilities$0
Net Assets$412,216
Open 2022 Filing

Operations Trend

Revenue Growth5th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $346,970Expenses 2020: $4,375Net Income 2020: $342,5952020Revenue 2021: $179,739Expenses 2021: $18,054Net Income 2021: $161,6852021Revenue 2022: $34,381Expenses 2022: $80,871Net Income 2022: -$46,4902022Revenue 2024: $496,411Expenses 2024: $83,584Net Income 2024: $412,8272024

Highlighted filing

2022

Revenue$34,381
Expenses$80,871
Net Income-$46,490
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 30, 2023
Return Version
2022v5.0
Gross Receipts
$117,900
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$449,806$347,376▼ $102,430
Savings and Temporary Cash Investments$54,621$41,695▼ $12,926
Cash and Non-Interest-Bearing Accounts$7,984$23,145▲ $15,161
Total Assets$512,411$412,216▼ $100,195
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$512,411$412,216▼ $100,195
Total Net Assets Fund Balance$512,411$412,216▼ $100,195
Total Liabilities and Net Assets / Fund Balance$512,411$412,216▼ $100,195
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$33,110
Program Service Revenue
$0
Investment Income
$1,271
Other Revenue
$0
All Other Contributions
$33,110
Change in Net Assets
$-46,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,244
Other Expenses$4,627
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$38,544--$38,544
Foreign Grants$37,700--$37,700
Fees for Service Investment Mgmnt Fees-$2,922-$2,922
Fees for Services Accounting-$1,075-$1,075
Other Expenses-$200-$200
Office Expenses-$30-$30
Total Functional Expenses$76,244$4,627$0$80,871
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SHEPHERD'S CROOKHamilton, OH3General Funding$6,237

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
2023-05-30

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 Appendix316 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/ExplanationTxt0GREGORY DAVIS FAMILY RELATIONSHIP AMY DAVIS FAMILY RELATIONSHIP
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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WELLS AND PRIEST INC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0430580250
ReturnHeader/PreparerPersonGrp/PhoneNum07403498616
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY M PRIEST
ReturnHeader/ReturnTs02023-06-08T09:18:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREGORY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVIS
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,216
Liabilities
$0
Net assets
$412,216
Revenue
$34,381
Expenses
$80,871
Net income
-$46,490
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
2022Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.03$0.08$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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