Civic Intelligence

Davis Memorial Foundation

EIN 94-3283331 • 501(c)3 • Morgan Hill, CA

Profile

To provide scholarship Grants

356 Digital DriveMorgan Hill, CA 95037

n/A

Siviq Scores

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

Liabilities / Assets

57th percentile

0.04x

Higher debt load relative to assets than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.14x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

78th percentile

23%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

25%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$682,010

Up $128,033 (+23%) from 2023

Liabilities

Up

$24,818

Up $24,119 (+3451%) from 2023

Net Assets

Up

$657,192

Up $103,914 (+19%) from 2023

Revenue

Up

$171,997

Up $34,519 (+25%) from 2023

Expenses

Up

$88,486

Up $322 (+0.4%) from 2023

Net Income

Up

$83,511

Up $34,197 (+69%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $226,977Liabilities 2010: $02010Assets 2011: $226,977Net Assets 2011: $226,9772011Assets 2012: $237,824Net Assets 2012: $237,8242012Assets 2013: $255,103Net Assets 2013: $255,1032013Assets 2014: $289,917Net Assets 2014: $289,9172014Assets 2015: $282,155Liabilities 2015: $289Net Assets 2015: $281,8662015Assets 2016: $334,445Liabilities 2016: $289Net Assets 2016: $334,1562016Assets 2017: $395,284Liabilities 2017: $36Net Assets 2017: $395,2482017Assets 2018: $393,824Net Assets 2018: $393,8242018Assets 2019: $406,829Net Assets 2019: $406,8292019Assets 2020: $451,764Liabilities 2020: $23,310Net Assets 2020: $428,4542020Assets 2021: $530,144Liabilities 2021: $3,000Net Assets 2021: $527,1442021Assets 2022: $475,412Liabilities 2022: $16,169Net Assets 2022: $459,2432022Assets 2023: $553,977Liabilities 2023: $699Net Assets 2023: $553,2782023Assets 2024: $682,010Liabilities 2024: $24,818Net Assets 2024: $657,1922024

Highlighted filing

2024

Assets$682,010
Liabilities$24,818
Net Assets$657,192

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $64,806Expenses 2010: $53,243Net Income 2010: $11,5632010Revenue 2011: $71,878Expenses 2011: $60,315Net Income 2011: $11,5632011Revenue 2012: $51,431Expenses 2012: $58,273Net Income 2012: -$6,8422012Revenue 2013: $65,065Expenses 2013: $56,312Net Income 2013: $8,7532013Revenue 2014: $76,242Expenses 2014: $49,130Net Income 2014: $27,1122014Revenue 2015: $71,751Expenses 2015: $58,497Net Income 2015: $13,2542015Revenue 2016: $108,257Expenses 2016: $65,289Net Income 2016: $42,9682016Revenue 2017: $115,468Expenses 2017: $77,777Net Income 2017: $37,6912017Revenue 2018: $134,003Expenses 2018: $133,724Net Income 2018: $2792018Revenue 2019: $106,137Expenses 2019: $89,853Net Income 2019: $16,2842019Revenue 2020: $63,279Expenses 2020: $58,080Net Income 2020: $5,1992020Revenue 2021: $114,393Expenses 2021: $80,645Net Income 2021: $33,7482021Revenue 2022: $116,974Expenses 2022: $86,656Net Income 2022: $30,3182022Revenue 2023: $137,478Expenses 2023: $88,164Net Income 2023: $49,3142023Revenue 2024: $171,997Expenses 2024: $88,486Net Income 2024: $83,5112024

Highlighted filing

2024

Revenue$171,997
Expenses$88,486
Net Income$83,511

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.82$0.25$6.57$1.72$0.88$0.84
2023Detailed filing. Detailed filing data is available for this year.$5.54$0.01$5.53$1.37$0.88$0.49
2022Detailed filing. Detailed filing data is available for this year.$4.75$0.16$4.59$1.17$0.87$0.30
2021Detailed filing. Detailed filing data is available for this year.$5.30$0.03$5.27$1.14$0.81$0.34
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.23$4.28$0.63$0.58$0.05
2019Detailed filing. Detailed filing data is available for this year.$4.07$4.07$1.06$0.90$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.94$3.94$1.34$1.34$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$1.15$0.78$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$1.08$0.65$0.43
2015Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.72$0.58$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.90$2.90$0.76$0.49$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.55$2.55$0.65$0.56$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$2.38$0.51$0.58$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$2.27$0.72$0.60$0.12
2010Summary only. Only limited summary data is available for this year.$2.27$0.00$0.65$0.53$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 28, 2025
Return Version
2024v5.2
Gross Receipts
$241,200
Mission and Program Overview

Mission

To provide scholarship Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$467,672$526,768▲ $59,096
Cash and Non-Interest-Bearing Accounts$84,804$150,475▲ $65,671
Prepaid Expenses and Deferred Charges$1,500$3,265▲ $1,765
Receivable From Disqualified Prsn-$1,500-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$553,977$682,010▲ $128,033
Other Assets Total$1$2▲ $1
Liabilities
Accounts Payable and Accrued Expenses$699$24,818▲ $24,119
Total Liabilities$699$24,818▲ $24,119
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$553,278$657,192▲ $103,914
Total Net Assets Fund Balance$553,278$657,192▲ $103,914
Total Liabilities and Net Assets / Fund Balance$553,977$682,010▲ $128,033

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,367$4,367
Compensation and Service Providers

Board Members and Trustees

NameTitle
Chuck ChapmanChairman
Christian MadsenTrustee
Greg BloomTrustee
Heidi EllsworthTrustee
Pete SchmautzTrustee
Tim HartTrustee
Travis NelsonTrustee
Joel VieraFdn Administer
Revenue and Support

Revenue Composition

Contributions and Grants
$79,878
Program Service Revenue
$0
Investment Income
$14,811
Other Revenue
$77,308
All Other Contributions
$34,200
Change in Net Assets
$83,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$38,486
Total Fundraising Expense$16,754
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$50,000--$50,000
Fees for Services Management$6,000$6,000$6,000$18,000
Fees for Service Investment Mgmnt Fees-$4,080-$4,080
Office Expenses$1,130$1,130$1,130$3,390
Fees for Services Accounting$600$600$600$1,800
Insurance$546--$546
Other Expenses$315-$9,024$315
All Other Expenses$165--$165
Total Functional Expenses$59,922$11,810$16,754$88,486
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$145,291
Fundraising Direct Expenses$69,203
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent and Live Auction$111,180$111,180$17,766$93,414
Golf Tournament$51,484$20,377$3,176$17,201
Total Events$187,219$141,541$69,203$72,338
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 Disqualified Persons-$1,500-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Distributed to officers and directors via email for approval

Form 990, Part VI, Section C, Line 19

Available upon request

Filing and Contact Details

Filer

Filer Name
Davis Memorial Foundation
EIN
94-3283331
Phone
6509385441
Address
356 Digital Drive, Morgan Hill, CA 95037

Signing Officer

Name
Joel Viera
Title
Trustee
Signed
2025-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Viera
Formed
1997
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
18

Preparer

Firm
Hodson & Hodson Cpas
Address
13465 Camino Canada 106-141, El Cajon, CA 92021
Preparer
Patti Hodson
Phone
6197499942
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01220
IRS990/OtherRevenueTotalAmt01220
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01500
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03265
IRS990/PrincipalOfficerNm0Joel Viera
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt054697
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt017175
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt038164
IRS990/PYOtherRevenueAmt065606
IRS990/PYRevenuesLessExpensesAmt049314
IRS990/PYTotalExpensesAmt088164
IRS990/PYTotalRevenueAmt0137478
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt01500
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt083511
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0467672
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0526768
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0182662
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt017175
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013499
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt012542
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011097
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt069124
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt08085
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08165
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70270
IRS990ScheduleA/PublicSupportPY170Pct00.63700
IRS990ScheduleA/PublicSupportTotal170Amt0182662
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08450
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0182662
IRS990ScheduleA/TotalSupportAmt0259951
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04367
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04367
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt045678
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt031107
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt014571
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt069203
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent and Live Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03277
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03277
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0111180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt051484
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt024555
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0187219
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0111180
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt020377
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt09984
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0141541
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt072338
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01300
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01640
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02940
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03955
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt024897
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt017766
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03176
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt021076
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt012624
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04389
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt038089
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt050000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Scholarships
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Distributed to officers and directors via email for approval
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0553977
IRS990/TotalAssetsEOYAmt0682010
IRS990/TotalAssetsGrp/BOYAmt0553977
IRS990/TotalAssetsGrp/EOYAmt0682010
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt079878
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt016754
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011810
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059922
IRS990/TotalFunctionalExpensesGrp/TotalAmt088486
IRS990/TotalGrossUBIAmt00

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