Civic Intelligence

Davis Family Foundation

EIN 87-6315158 • Beaver, WV

334 Old Grandview RoadBeaver, WV 25813
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

$1M-$5M nonprofits • Source year 2023

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 2021

Asset Growth

97th percentile

145%

Faster asset growth than 97% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

100th percentile

667475%

Faster revenue growth than 100% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,733,742

Up $94,818 (+5.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,733,742

Up $94,818 (+5.8%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin98th percentile

Revenue

Down

$66,406

Down $934,957 (-93%) from 2023

Expenses

Up

$47,215

Up $21,551 (+84%) from 2023

Net Income

Down

$19,191

Down $956,508 (-98%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2021: $685,657Liabilities 2021: $0Net Assets 2021: $685,6572021Assets 2022: $669,194Liabilities 2022: $0Net Assets 2022: $669,1942022Assets 2023: $1,638,924Liabilities 2023: $0Net Assets 2023: $1,638,9242023Assets 2024: $1,733,742Liabilities 2024: $0Net Assets 2024: $1,733,7422024

Highlighted filing

2024

Assets$1,733,742
Liabilities$0
Net Assets$1,733,742
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,012,511Expenses 2021: $326,854Net Income 2021: $685,6572021Revenue 2022: $150Expenses 2022: $16,613Net Income 2022: -$16,4632022Revenue 2023: $1,001,363Expenses 2023: $25,664Net Income 2023: $975,6992023Revenue 2024: $66,406Expenses 2024: $47,215Net Income 2024: $19,1912024

Highlighted filing

2024

Revenue$66,406
Expenses$47,215
Net Income$19,191
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,733,742
Liabilities
$0
Net assets
$1,733,742
Revenue
$66,406
Expenses
$47,215
Net income
$19,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.07$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$1.00$0.03$0.98
2022Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.00$0.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.01$0.33$0.69
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 17, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERNEST B DAVISTrustee-$0--
LORI A DAVISTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Davis Family Foundation
EIN
87-6315158
Phone
3042284446
Address
334 OLD GRANDVIEW ROAD, BEAVER, WV 25813

Signing Officer

Name
Lori a Davis
Title
Trustee
Phone
3042284446
Signed
2025-03-17

Preparer

Firm
Tetrick & Bartlett Pllc
Address
PO BOX 1916, CLARKSBURG, WV 26302-1916
Preparer
Tasha R Sinclair
Phone
3046245564
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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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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0230176
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0230176
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0230176
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0273390
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt075627
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON SECURITIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06085
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PORTFOLIO FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06085
TaxesSchedule/TaxesDetail/Amt0116
TaxesSchedule/TaxesDetail/Amt139
TaxesSchedule/TaxesDetail/CategoryTxt02023 990PF BALANCE DUE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0116
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt139
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LORI A DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03042284446
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0876315158
ReturnHeader/Filer/PhoneNum03042284446
ReturnHeader/Filer/USAddress/AddressLine1Txt0334 OLD GRANDVIEW ROAD
ReturnHeader/Filer/USAddress/CityNm0BEAVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025813
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550357807
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TETRICK & BARTLETT PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1916
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLARKSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0263021916
ReturnHeader/PreparerPersonGrp/PhoneNum03046245564
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TASHA R SINCLAIR
ReturnHeader/ReturnTs02025-04-01T13:37:33-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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