Civic Intelligence

Richard D Davis Foundation for the Developmentally Disabled Inc.

990EZ • Fiscal year 2024 • EIN 93-0977399

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 10, 2025

75 Rancho Camino DrivePomona, CA 91766

(909) 620-7722

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

23rd percentile

-14%

Higher net margin than 23% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.7%

Faster asset growth than 39% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

5.4%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$156,769

Down $7,734 (-4.7%) from 2023

Net Assets

$156,769

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$54,780

Up $2,788 (+5.4%) from 2023

Expenses

Up

$62,514

Up $29,717 (+91%) from 2023

Net Income

Down

-$7,734

Down $26,929 (-140%) from 2023

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $103,318Liabilities 2010: $0Net Assets 2010: $103,3182010Assets 2011: $109,895Liabilities 2011: $02011Assets 2012: $100,927Liabilities 2012: $0Net Assets 2012: $100,9272012Assets 2013: $107,541Liabilities 2013: $0Net Assets 2013: $107,5412013Assets 2014: $129,217Liabilities 2014: $0Net Assets 2014: $129,2172014Assets 2015: $133,290Liabilities 2015: $0Net Assets 2015: $133,2902015Assets 2016: $146,803Liabilities 2016: $0Net Assets 2016: $146,8032016Assets 2017: $117,960Liabilities 2017: $02017Assets 2018: $105,305Liabilities 2018: $10,000Net Assets 2018: $95,3052018Assets 2019: $76,873Liabilities 2019: $0Net Assets 2019: $76,8732019Assets 2020: $90,459Liabilities 2020: $600Net Assets 2020: $89,8592020Assets 2021: $111,533Liabilities 2021: $8002021Assets 2022: $145,308Liabilities 2022: $02022Assets 2023: $164,503Liabilities 2023: $02023Assets 2024: $156,769Net Assets 2024: $156,7692024

Highlighted filing

2024

Assets$156,769
Liabilities-
Net Assets$156,769

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $38,028Expenses 2010: $31,218Net Income 2010: $6,8102010Revenue 2011: $48,807Expenses 2011: $42,230Net Income 2011: $6,5772011Revenue 2012: $40,996Expenses 2012: $49,964Net Income 2012: -$8,9682012Revenue 2013: $49,573Expenses 2013: $42,959Net Income 2013: $6,6142013Revenue 2014: $69,123Expenses 2014: $47,447Net Income 2014: $21,6762014Revenue 2015: $58,235Expenses 2015: $54,163Net Income 2015: $4,0722015Revenue 2016: $80,875Expenses 2016: $67,362Net Income 2016: $13,5132016Revenue 2017: $61,473Expenses 2017: $90,316Net Income 2017: -$28,8432017Revenue 2018: $53,804Expenses 2018: $76,459Net Income 2018: -$22,6552018Revenue 2019: $64,129Expenses 2019: $82,561Net Income 2019: -$18,4322019Revenue 2020: $65,249Expenses 2020: $52,263Net Income 2020: $12,9862020Revenue 2021: $43,451Expenses 2021: $25,677Net Income 2021: $17,7742021Revenue 2022: $51,860Expenses 2022: $17,285Net Income 2022: $34,5752022Revenue 2023: $51,992Expenses 2023: $32,797Net Income 2023: $19,1952023Revenue 2024: $54,780Expenses 2024: $62,514Net Income 2024: -$7,7342024

Highlighted filing

2024

Revenue$54,780
Expenses$62,514
Net Income-$7,734
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 10, 2025
Return Version
2023v6.0
Gross Receipts
$93,469
Mission and Program Overview

Mission

In partnership with the san gabriel/pomona regional center, we seek to improve the quality of life of the developmentally disabled clients of the regional center and their families by providing assistance and activities which would otherwise not be available through the center or any other agency.

Program Services

DescriptionGrantsExpenses
RICHARD D. DAVIS FOUNDATION FOR THE DEVELOPMENTALLY DISABLED, INC. (THE FOUNDATION) WORKS IN PARTNERSHIP WITH SAN GABRIEL/POMONA VALLEYS DEVELOPMENTAL SERVICES, INC. (THE REGIONAL CENTER), A QUALIFIED IRC SECTION 501(C)(3) ORGANIZAITON, TO FILL IN THE GAPS THAT WILL ALLOW PEOPLE WITH DEVELOPMENTAL DISABLITIES TO IMPROVE THEIR LIVES, PROMOTE CHOICE, GAIN INDEPENDENCE AND FULL INTEGRATION INTO COMMUNITY LIFE. THE FOUNDATION AND THE REGIONAL CENTER CURRENTLY PROVIDE SERVICES TO APPPROXIMATELY 17,274 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN THE POMONA, EL MONTE, AND FOOTHILL HEALTH DISTRICTS OF THE LOS ANGELES COUNTY, CALIFORNIA.$38,823$38,823
THE HOLIDAY REACHOUT PROGRAM PROVIDES GROCERY AND GIFTS FOR CLIENTS IN NEED AND FAMILIES WITH SPECIAL EXTENUATING CIRCUMSTANCES, FOR WHICH NO OTHER SOURCE OF SUPPORT IS AVAILABLE.$19,950$19,950
THE FOUNDATION ADMINISTERS A STUDENT SCHOLARSHIP PROGRAM TO TRAIN PRIMARY CONSUMERS, FAMILY MEMBERS OR CARETAKERS, EMPLOYEES OF THE REGIONAL CENTER, AND VENDORS OF SPECIAL EDUCATION PROGRAMS TO SERVCE THE DEVELOPMENTALLY DISABLED AND THEIR FAMILIES.--
HOME ESSENTIAL ENHANCEMENT PROGRAM PROVIDES AN OPPORTUNITY FOR ADULT CLIENTS LIVING IN INDEPENDENT OR SUPPORTED LIVING PROGRAMS TO HAVE ACCESS TO FINANCIAL SUPPORT TO ENHANCE THEIR LIVING CONDITIONS WITH UPGRADES TO FURNITURE, APPLIANCES OR OTHER HOME NEEDS. THIS POPULATION HAS LIMITED RESOURCES THAT CAN ASSIST WITH THIS TYPE OF FINANCIAL SUPPORT. THE FOUNDATION SUPPORTED THIS PROJECT WITH AN INITIAL GRANT OF $25,000.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jacquie OhanesianBoard Member-$0--
Sharon EhrigBoard Member-$0--
Kathryn McGuinnisTreas/Sec-$0--
Victor JenningsBoard Member-$0--
Maria RamirezBoard Member-$0--
Mutia HullBoard Member-$0--
Grace KanoPresident-$0--
Joe GravesVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Scramble Tournament$81,075$71,075$38,689$32,386
Total Events$81,075$71,075$38,689$32,386
Filing and Contact Details

Filer

Filer Name
Richard D Davis Foundation
EIN
93-0977399
Phone
9096207722
Address
75 Rancho Camino Drive, Pomona, CA 91766

Signing Officer

Name
Grace Kano
Title
President
Signed
2025-02-10
Discuss with paid preparer
Yes

Preparer

Firm
Agt Cpas and Advisors
Address
1726 COURT ST, REDDING, CA 96001
Preparer
Kristel Maikranz CPA
Phone
5302413881
Supplemental Narrative

Additional Explanations

Other Revenue.1

Other Income $35

Grants and Similar Amounts Paid In Excess of $5,000.1

Class of Activity: HOLIDAY REACHOUT PROGRAM | Donee's Name: CLIENTS OF SGPRC | Donee's Address: 75 CAMINO RANCHO DRIVE POMONA CA 91766 | Relationship of Donee: CLIENTS OF SGPRC | Cash Amount Given: $19950

Grants and Similar Amounts Paid In Excess of $5,000.2

Class of Activity: SPECIAL PROGRAMS | Donee's Name: CLIENTS OF SGPRC | Donee's Address: 75 RANCHO CAMINO DRIVE POMONA CA 91766 | Relationship of Donee: CLIENTS OF SGPRC | Cash Amount Given: $38823

Other Expenses.1002

Office Expenses $443

Other Expenses.1012

Insurance $1298

Other Assets.2

PREPAID EXPENSES - Beginning $11556 PREPAID EXPENSES - Ending $2500

Other Assets.3

Gift Card Inventory - Beginning $180 Gift Card Inventory - Ending $75

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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0RICHARD D. DAVIS FOUNDATION FOR THE DEVELOPMENTALLY DISABLED, INC. (THE FOUNDATION) WORKS IN PARTNERSHIP WITH SAN GABRIEL/POMONA VALLEYS DEVELOPMENTAL SERVICES, INC. (THE REGIONAL CENTER), A QUALIFIED IRC SECTION 501(C)(3) ORGANIZAITON, TO FILL IN THE GAPS THAT WILL ALLOW PEOPLE WITH DEVELOPMENTAL DISABLITIES TO IMPROVE THEIR LIVES, PROMOTE CHOICE, GAIN INDEPENDENCE AND FULL INTEGRATION INTO COMMUNITY LIFE. THE FOUNDATION AND THE REGIONAL CENTER CURRENTLY PROVIDE SERVICES TO APPPROXIMATELY 17,274 INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES LIVING IN THE POMONA, EL MONTE, AND FOOTHILL HEALTH DISTRICTS OF THE LOS ANGELES COUNTY, CALIFORNIA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: HOLIDAY REACHOUT PROGRAM | Donee's Name: CLIENTS OF SGPRC | Donee's Address: 75 CAMINO RANCHO DRIVE POMONA CA 91766 | Relationship of Donee: CLIENTS OF SGPRC | Cash Amount Given: $19950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: SPECIAL PROGRAMS | Donee's Name: CLIENTS OF SGPRC | Donee's Address: 75 RANCHO CAMINO DRIVE POMONA CA 91766 | Relationship of Donee: CLIENTS OF SGPRC | Cash Amount Given: $38823
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $443
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680146027
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AGT CPAS AND ADVISORS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01726 COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REDDING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd096001
ReturnHeader/PreparerPersonGrp/PhoneNum05302413881
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kristel Maikranz CPA
ReturnHeader/ReturnTs02025-02-10T15:08:00-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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.$1.57$1.57$0.55$0.63$0.08
2023Summary only. Only limited summary data is available for this year.$1.65$0.00$0.52$0.33$0.19
2022Summary only. Only limited summary data is available for this year.$1.45$0.00$0.52$0.17$0.35
2021Summary only. Only limited summary data is available for this year.$1.12$0.01$0.43$0.26$0.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.01$0.90$0.65$0.52$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.64$0.83$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.10$0.95$0.54$0.76$0.23
2017Summary only. Only limited summary data is available for this year.$1.18$0.00$0.61$0.90$0.29
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.81$0.67$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.58$0.54$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.69$0.47$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.50$0.43$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.41$0.50$0.09
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.49$0.42$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.38$0.31$0.07