Civic Intelligence

William E and Rose Marie Davis Foundation

990PF • Fiscal year 2016 • EIN 91-1787066

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 21, 2017

Organization Profile
17618 N Reflection CircleBennington, NE 68007

(402) 255-3599

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

200%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$546,426

Up $52,188 (+11%) from 2015

Net Assets

Up

$546,426

Up $52,188 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin96th percentile

Revenue

Up

$63,762

Up $42,489 (+200%) from 2015

Expenses

Up

$11,574

Up $74 (+0.6%) from 2015

Net Income

Up

$52,188

Up $42,415 (+434%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$600K$400K$200K$0Assets 2011: $489,438Liabilities 2011: $372Net Assets 2011: $489,0662011Assets 2012: $467,226Liabilities 2012: $02012Assets 2013: $477,083Liabilities 2013: $02013Assets 2014: $484,465Liabilities 2014: $02014Assets 2015: $494,238Liabilities 2015: $0Net Assets 2015: $494,2382015Assets 2016: $546,426Liabilities 2016: $0Net Assets 2016: $546,4262016Assets 2017: $530,780Liabilities 2017: $0Net Assets 2017: $530,7802017Assets 2018: $525,638Liabilities 2018: $0Net Assets 2018: $525,6382018Assets 2019: $519,811Liabilities 2019: $0Net Assets 2019: $519,8112019Assets 2020: $518,641Liabilities 2020: $0Net Assets 2020: $518,6412020Assets 2021: $545,296Liabilities 2021: $0Net Assets 2021: $545,2962021Assets 2022: $541,574Liabilities 2022: $0Net Assets 2022: $541,5742022Assets 2023: $488,001Liabilities 2023: $12023Assets 2024: $458,618Liabilities 2024: $0Net Assets 2024: $458,6182024

Highlighted filing

2016

Assets$546,426
Liabilities$0
Net Assets$546,426
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $65,2132011Revenue 2012: $23,621Expenses 2012: $45,461Net Income 2012: -$21,8402012Revenue 2013: $22,248Expenses 2013: $12,391Net Income 2013: $9,8572013Revenue 2014: $18,506Expenses 2014: $11,124Net Income 2014: $7,3822014Revenue 2015: $21,273Expenses 2015: $11,500Net Income 2015: $9,7732015Revenue 2016: $63,762Expenses 2016: $11,574Net Income 2016: $52,1882016Revenue 2017: $38,301Expenses 2017: $53,947Net Income 2017: -$15,6462017Revenue 2018: $40,949Expenses 2018: $46,091Net Income 2018: -$5,1422018Revenue 2019: $34,950Expenses 2019: $40,777Net Income 2019: -$5,8272019Revenue 2020: $35,473Expenses 2020: $36,643Net Income 2020: -$1,1702020Revenue 2021: $73,069Expenses 2021: $46,414Net Income 2021: $26,6552021Revenue 2022: $33,626Expenses 2022: $37,348Net Income 2022: -$3,7222022Revenue 2023: $5,902Expenses 2023: $59,475Net Income 2023: -$53,5732023Revenue 2024: $56,979Expenses 2024: $86,593Net Income 2024: -$29,6142024

Highlighted filing

2016

Revenue$63,762
Expenses$11,574
Net Income$52,188
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 21, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM E DAVISPresident-$0--
ROSE MARIE DAVISVP/Treasurer-$0--
HEATHER M ABBOTTSecretary-$0--
Filing and Contact Details

Filer

Filer Name
William E & Rose Marie Davis Foundation
EIN
91-1787066
Phone
4022553599
Address
17618 N REFLECTION CIRCLE, BENNINGTON, NE 68007

Signing Officer

Name
Rose Marie Davis
Title
Treasurer
Phone
4022553599
Signed
2017-03-21
Discuss with paid preparer
Yes

Preparer

Firm
Seim Johnson Llp
Address
18081 BURT STREET SUITE 200, OMAHA, NE 68022-4722
Preparer
Randy E Kathol
Phone
4023302660
Raw XML Appendix333 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM E DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROSE MARIE DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2HEATHER M ABBOTT
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WILLIAM ROSE MARIE DAVIS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd068007
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04022503599
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THERE ARE NO DIRECT CHARITABLE ACTIVITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WILLIAM E ROSE MARIE DAVIS FOUNDATI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04024559035
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt017618 N REFLECTION CIRCLE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BENNINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd068007
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM E DAVIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROSE MARIE DAVIS
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01486
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029747
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028384
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029747
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09737
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09737
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01486
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09737
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt039484
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt078
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt078
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09697
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09697
TaxesSchedule/TaxesDetail/Amt0230
TaxesSchedule/TaxesDetail/Amt1161
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1161
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE MARIE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04022553599
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E & ROSE MARIE DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0911787066
ReturnHeader/Filer/PhoneNum04022553599
ReturnHeader/Filer/USAddress/AddressLine1Txt017618 N REFLECTION CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BENNINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068007
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E174F7C75A15FCA0AF1E43F729F0FF7E9FDF9AE2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02E22ABE495A131D843E1F0B224B65ED4800158AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.34.201.180
ReturnHeader/FilingSecurityInformation/IPDt02017-03-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:09:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0476097913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEIM JOHNSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018081 BURT STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0680224722
ReturnHeader/PreparerPersonGrp/PhoneNum04023302660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY E KATHOL
ReturnHeader/ReturnTs02017-04-13T14:54:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$546,426
Liabilities
$0
Net assets
$546,426
Revenue
$63,762
Expenses
$11,574
Net income
$52,188
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.57$0.87$0.30
2023Summary only. Only limited summary data is available for this year.$4.88$0.00$0.06$0.59$0.54
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.42$0.00$5.42$0.34$0.37$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.73$0.46$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.19$0.00$5.19$0.35$0.37$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.20$0.00$5.20$0.35$0.41$0.06
2018Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.41$0.46$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.31$0.00$5.31$0.38$0.54$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.64$0.12$0.52
2015Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.21$0.12$0.10
2014Summary only. Only limited summary data is available for this year.$4.84$0.00$0.19$0.11$0.07
2013Summary only. Only limited summary data is available for this year.$4.77$0.00$0.22$0.12$0.10
2012Summary only. Only limited summary data is available for this year.$4.67$0.00$0.24$0.45$0.22
2011Detailed filing. Detailed filing data is available for this year.$4.89$0.00$4.89$0.65
Peer Organizations

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