Civic Intelligence

Lindsey Davis Charities

990 • Fiscal year 2023 • EIN 84-3766476

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

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

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

93rd percentile

99%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

829%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$821,786

Up $309,375 (+60%) from 2021

Net Assets

Up

$821,786

Up $309,375 (+60%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin96th percentile

Revenue

Up

$319,243

Up $139,504 (+78%) from 2021

Expenses

Up

$69,613

Up $51,559 (+286%) from 2021

Net Income

Up

$249,630

Up $87,945 (+54%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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 2023: $821,786Liabilities 2023: $0Net Assets 2023: $821,7862023Assets 2024: $1,302,834Liabilities 2024: $0Net Assets 2024: $1,302,8342024

Highlighted filing

2023

Assets$821,786
Liabilities$0
Net Assets$821,786
Open 2023 Filing

Operations Trend

Revenue Growth99th 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 2023: $319,243Expenses 2023: $69,613Net Income 2023: $249,6302023Revenue 2024: $496,411Expenses 2024: $83,584Net Income 2024: $412,8272024

Highlighted filing

2023

Revenue$319,243
Expenses$69,613
Net Income$249,630
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Gross Receipts
$841,630
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$347,376$766,127▲ $418,751
Cash and Non-Interest-Bearing Accounts$23,145$40,517▲ $17,372
Savings and Temporary Cash Investments$41,695$15,010▼ $26,685
Receivables From Officers Etc-$132-
Total Assets$412,216$821,786▲ $409,570
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$412,216$821,786▲ $409,570
Total Net Assets Fund Balance$412,216$821,786▲ $409,570
Total Liabilities and Net Assets / Fund Balance$412,216$821,786▲ $409,570
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Gregory DavisPresident
Adam MullDirector
Amy DavisSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$261,681
Program Service Revenue
$0
Investment Income
$57,562
Other Revenue
$0
All Other Contributions
$261,681
Change in Net Assets
$249,630

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 AmountValuation Method
Securities Publicly Traded3$261,681Fair Market Value
Total Noncash Contributions3$261,681-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,227
Other Expenses$6,386
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,227--$63,227
Travel-$3,048-$3,048
Fees for Services Accounting-$1,275-$1,275
Fees for Service Investment Mgmnt Fees-$1,130-$1,130
Office Expenses-$927-$927
Other Expenses-$6-$6
Total Functional Expenses$63,227$6,386$0$69,613
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oral Roberts UniversityTulsa, OK3Scholarship Fund$10,000
The Shepherd's CrookHamilton, OH3General Funding$9,750
Heartbeats for LifeNewark, OH3General Funding$6,500
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees-$132-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Part VI, Section A, line 2

“Gregory and Amy Davis - Family Relationship”

Form 990, Part VI, Section A, line 8B

“This organization does not have committees.”

Form 990, Part VI, Section B, 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, Part VI, Section B, line 12C

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

Form 990, Part VI, Section C, line 19

“The Organization makes its 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
2024-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Davis
Formed
2019
Legal Domicile
Oh
Voting Board Members
3
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Ream CPA Co
Address
14 N Park Place, Newark, OH 43055
Preparer
Dan Ream CPA
Phone
7409245040
Raw XML Appendix382 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0This Organization's mission is to help those in need by providing resources and services so they can enjoy productive and fulfilling lives.
IRS990/AllOtherContributionsAmt0261681
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Gregory Davis
IRS990/BooksInCareOfDetail/PhoneNum06145725422
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0632 Mill Race Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Granville
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043023
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt023145
IRS990/CashNonInterestBearingGrp/EOYAmt040517
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0261681
IRS990/CYGrantsAndSimilarPaidAmt063227
IRS990/CYInvestmentIncomeAmt057562
IRS990/CYOtherExpensesAmt06386
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0249630
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt069613
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0319243
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Various grants to individuals and organizations.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt063227
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01275
IRS990/FeesForServicesAccountingGrp/TotalAmt01275
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01130
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01130
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0Amy Davis
IRS990/Form990PartVIISectionAGrp/PersonNm1Gregory Davis
IRS990/Form990PartVIISectionAGrp/PersonNm2Adam Mull
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt01286
IRS990/GainOrLossGrp/SecuritiesAmt042264
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt063227
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt063227
IRS990/GrantsToDomesticOrgsGrp/TotalAmt063227
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01286
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0564651
IRS990/GrossReceiptsAmt0841630
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt014012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014012
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0347376
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0766127
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0522387
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0This Organization's mission is to to help those in need by providing resources and services so they can enjoy productive and fulfilling lives.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0412216
IRS990/NetAssetsOrFundBalancesEOYAmt0821786
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt043550
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043550
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0159940
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0412216
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0821786
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0261681
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0927
IRS990/OfficeExpensesGrp/TotalAmt0927
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06
IRS990/OtherExpensesGrp/TotalAmt06
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Gregory Davis
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt033110
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt076244
IRS990/PYInvestmentIncomeAmt01271
IRS990/PYOtherExpensesAmt04627
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-46490
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt080871
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt034381
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt0132
IRS990/ReconcilationRevenueExpnssAmt0249630
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt041695
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015010
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0261681
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0168373
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0275282
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt049197
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0754533
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0261681
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt033110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0168373
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0275282
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt049197
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0787643
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt014012
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07707
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05866
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02323
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0731
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt030639
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt014012
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07707
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05866
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt030639
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt033110
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0261681
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0168373
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0275282
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt049197
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0754533
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0261681
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt033110
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0168373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0275282
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt049197
IRS990ScheduleA/Total509Grp/TotalAmt0787643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0275693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040817
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0174239
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0277605
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049928
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0818282
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt09750
IRS990ScheduleI/RecipientTable/CashGrantAmt16500
IRS990ScheduleI/RecipientTable/CashGrantAmt210000
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/IRCSectionDesc13
IRS990ScheduleI/RecipientTable/IRCSectionDesc23
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Funding
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Funding
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Scholarship Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Shepherd's Crook
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Heartbeats for Life
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Oral Roberts University
IRS990ScheduleI/RecipientTable/RecipientEIN0010561554
IRS990ScheduleI/RecipientTable/RecipientEIN1237316671
IRS990ScheduleI/RecipientTable/RecipientEIN2730739626
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06525 Taylor Trace Lane
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1336 E Main St
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt27777 South Lewis Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Hamilton
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Newark
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Tulsa
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045011
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd143055
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd274171
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0132
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Personal
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0132
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Gregory Davis
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0President
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt0132
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt03
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0Fair Market Value
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0261681
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Gregory and 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 its governing documents, Form 1023, Form 990, and conflict of interest policy available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0412216
IRS990/TotalAssetsEOYAmt0821786
IRS990/TotalAssetsGrp/BOYAmt0412216
IRS990/TotalAssetsGrp/EOYAmt0821786
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0261681
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06386
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063227
IRS990/TotalFunctionalExpensesGrp/TotalAmt069613
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0412216
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0821786
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063227
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043550
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0319243
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0412216
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0821786
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt03048
IRS990/TravelGrp/TotalAmt03048
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gregory Davis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06145725422
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Lindsey Davis Charities
ReturnHeader/Filer/BusinessNameControlTxt0LIND
ReturnHeader/Filer/EIN0843766476
ReturnHeader/Filer/PhoneNum06145725422
ReturnHeader/Filer/USAddress/AddressLine1Txt0632 Mill Race Rd
ReturnHeader/Filer/USAddress/CityNm0Granville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043023
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0934870847
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Ream CPA Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014 N Park Place
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Newark
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043055
ReturnHeader/PreparerPersonGrp/PhoneNum07409245040
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dan Ream CPA
ReturnHeader/ReturnTs02024-05-10T13:31:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gregory
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Davis
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$821,786
Liabilities
$0
Net assets
$821,786
Revenue
$319,243
Expenses
$69,613
Net income
$249,630
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
2023Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.32$0.07$0.25
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