Civic Intelligence

William E and Rose Marie Davis Foundation

990PF • Fiscal year 2020 • EIN 91-1787066

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

17618 N Reflection CirBennington, NE 68007-5746

(402) 255-3599

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

35th percentile

-3.3%

Higher net margin than 35% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

38th percentile

-0.2%

Faster asset growth than 38% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

1.5%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$518,641

Down $1,170 (-0.2%) from 2019

Net Assets

Down

$518,641

Down $1,170 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$35,473

Up $523 (+1.5%) from 2019

Expenses

Down

$36,643

Down $4,134 (-10%) from 2019

Net Income

Up

-$1,170

Up $4,657 (+80%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$518,641
Liabilities$0
Net Assets$518,641

Operations Trend

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

2020

Revenue$35,473
Expenses$36,643
Net Income-$1,170
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

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 CIR, BENNINGTON, NE 68007-5746

Signing Officer

Name
Rose Marie Davis
Title
Treasurer
Phone
4022553599
Signed
2021-05-10
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 Appendix364 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/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM E DAVIS
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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 CIR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BENNINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0680075746
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM E DAVIS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ROSE MARIE DAVIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt04000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110792
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt38000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MARINGO SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1FOOD TRUCK AND GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EQUIPMENT FUNDRAISER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEBRASKA SYNOD OF THE ELCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1TABLE GRACE MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2TRINITY LUTHERAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3PLANNED PARENTHOOD NCS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3SO III NFI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt06757 NEWPORT AVE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11611 1/2 FARNAM ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt26340 N 30 ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3671 VANDALIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OMAHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAINT PAUL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd068152
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd168102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd268111
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355114
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt025292
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/AppliedToCurrentYearAmt026910
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt031810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04900
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02712
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05418
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04900
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03230
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02712
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0518
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03230
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08130
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt093
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt093
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09596
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09596
TaxesSchedule/TaxesDetail/Amt0132
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0132
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROSE MARIE DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04022553599
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E & ROSE MARIE DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0911787066
ReturnHeader/Filer/PhoneNum04022553599
ReturnHeader/Filer/USAddress/AddressLine1Txt017618 N REFLECTION CIR
ReturnHeader/Filer/USAddress/CityNm0BENNINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd0680075746
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/ReturnTs02021-05-11T12:24:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROSE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARIE DAVIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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