Civic Intelligence

Davis Memorial Foundation

990EZ • Fiscal year 2013 • EIN 94-3283331

Oct 01, 2012 to Sep 30, 2013 • Filed on Mar 14, 2014

275 Tennant Avenue95037
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 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

70th percentile

13%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

59th percentile

7.3%

Faster asset growth than 59% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

76th percentile

27%

Faster revenue growth than 76% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$255,103

Up $17,279 (+7.3%) from 2012

Net Assets

Up

$255,103

Up $17,279 (+7.3%) from 2012

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$65,065

Up $13,634 (+27%) from 2012

Expenses

Down

$56,312

Down $1,961 (-3.4%) from 2012

Net Income

Up

$8,753

Up $15,595 (+228%) from 2012

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$255,103
Liabilities-
Net Assets$255,103

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$65,065
Expenses$56,312
Net Income$8,753
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Mar 14, 2014
Return Version
2012v2.0
Mission and Program Overview

Mission

To provide scholarship Grants

Filing and Contact Details

Filer

EIN
94-3283331
Raw XML Appendix229 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.

Path#Value
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IRS990EZ/DidOrgFileForm1120POLThisYear0false
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IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear08753
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IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation50
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation60
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0Chuck Chapman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1Steven Duchene
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2Thomas Papas
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3Marc Dodson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4Arlene Lawson
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName5Keith Sanders
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName6Bob Porter
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title5Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title6Chairman
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationFiled990T0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY0315
IRS990EZ/OtherChangesInNetAssets08526
IRS990EZ/OtherExpensesTotal013403
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0To provide scholarship Grants
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0Scholarship Grants Awarded
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations016000
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/RelatedOrgSection527Org0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses049475
IRS990EZ/SpecialEventsNetIncomeLoss031653
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10275 Tennant Avenue 106
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Morgan Hill
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0CA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode095037
IRS990EZ/TheBooksAreInCareOf/NamePerson0Thomas Papas
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber06509385441
IRS990EZ/TotalAssets/BOY0237824
IRS990EZ/TotalAssets/EOY0255103
IRS990EZ/TotalExpenses056312
IRS990EZ/TotalProgramServiceExpenses016000
IRS990EZ/TotalRevenue065065
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/AmountsSubstContributorsTotal00
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear0980
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year01830
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years03255
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years035479
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years030975
IRS990ScheduleA/GiftsGrantsContribReceived170/Total072519
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear06585
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year06068
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years0-1956
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years0-12920
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0-52714
IRS990ScheduleA/GrossInvestmentIncome170/Total0-54937
IRS990ScheduleA/NetUBI/Total00
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus3Years0105
IRS990ScheduleA/OtherIncome170/Total0105
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17001.00000
IRS990ScheduleA/PublicSupportPertcentPriorYear01.00000
IRS990ScheduleA/PublicSupportTotal170072519
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total00
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear0980
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year01830
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years03255
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years035479
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years030975
IRS990ScheduleA/Total170/Total072519
IRS990ScheduleA/TotalSupport017687
IRS990ScheduleA/ValueSrvcFcltsFurnishedByGovt/Total00
IRS990ScheduleG/CharitableDistribRequired0false
IRS990ScheduleG/ContractWith3rdPartyForGamRev0false
IRS990ScheduleG/EventsInformation/CharitableContribOtherEvents05901
IRS990ScheduleG/EventsInformation/CharitableContributionsEvent1019946
IRS990ScheduleG/EventsInformation/CharitableContributionsTotal025847
IRS990ScheduleG/EventsInformation/DirectExpenseSummaryEvents026054
IRS990ScheduleG/EventsInformation/FoodAndBeverageEvent101860
IRS990ScheduleG/EventsInformation/FoodAndBeverageOtherEvents0639
IRS990ScheduleG/EventsInformation/FoodAndBeverageTotalEvents02499
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent1036610
IRS990ScheduleG/EventsInformation/GrossReceiptsEvent2028785
IRS990ScheduleG/EventsInformation/GrossReceiptsOtherEvents012820
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IRS990ScheduleG/EventsInformation/GrossRevenueTotalEvents052368
IRS990ScheduleG/EventsInformation/NameOfEvent10Golf Tournament
IRS990ScheduleG/EventsInformation/NameOfEvent20Silent Auction
IRS990ScheduleG/EventsInformation/NetIncomeSummary026314
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IRS990ScheduleG/EventsInformation/RentFacilityCostsOtherEvents03083
IRS990ScheduleG/EventsInformation/RentFacilityCostsTotalEvents09499
IRS990ScheduleG/EventsInformation/TotalNumberOfOtherEvents01
IRS990ScheduleG/ExplanationIfNo0Raffle for a automobile
IRS990ScheduleG/GamingInformation/CashPrizesOtherGaming015133
IRS990ScheduleG/GamingInformation/CashPrizesTotalGaming015133
IRS990ScheduleG/GamingInformation/DirectExpenseSummaryGaming023421
IRS990ScheduleG/GamingInformation/GrossRevenueOtherGaming028760
IRS990ScheduleG/GamingInformation/GrossRevenueTotalGaming028760
IRS990ScheduleG/GamingInformation/NetGamingIncomeSummary05339
IRS990ScheduleG/GamingInformation/OtherDirectExpensesOtherGaming08288
IRS990ScheduleG/GamingInformation/OtherDirectExpensesTotalGaming08288
IRS990ScheduleG/GamingInformation/VolunteerLaborBingo0false
IRS990ScheduleG/GamingInformation/VolunteerLaborOtherGaming0true
IRS990ScheduleG/GamingInformation/VolunteerLaborPrcntOtherGaming01.00000
IRS990ScheduleG/GamingInformation/VolunteerLaborPullTabs0false
IRS990ScheduleG/GamingWithNonmembers0true
IRS990ScheduleG/Licensed0false
IRS990ScheduleG/LicenseSuspendedEtc0false
IRS990ScheduleG/MemberOfOtherEntity0false
IRS990ScheduleG/PercentageOfGamingOthrFacility01.00000
IRS990ScheduleG/StatesWhereGamingConducted0NV
IRS990ScheduleO/GeneralExplanation/Explanation0Prepaid Expenses and Deferred Charges - Beginning $315 Prepaid Expenses and Deferred Charges - Ending $0
IRS990ScheduleO/GeneralExplanation/Explanation1Taxes $35
IRS990ScheduleO/GeneralExplanation/Explanation2Website $573
IRS990ScheduleO/GeneralExplanation/Explanation3Scholarship Program $804
IRS990ScheduleO/GeneralExplanation/Explanation4Exhibits $1375
IRS990ScheduleO/GeneralExplanation/Explanation5Meeting Expense $8233
IRS990ScheduleO/GeneralExplanation/Explanation6Insurance $1935
IRS990ScheduleO/GeneralExplanation/Explanation7Office Expenses $448
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990-EZ, Part II, Line 24.1011
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier5Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier6Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier7Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference0Other Assets.1011
IRS990ScheduleO/GeneralExplanation/ReturnReference1Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference2Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference3Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference4Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference5Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference6Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference7Other Expenses.1002
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/Filer/EIN0943283331
ReturnHeader/Filer/Name/BusinessNameLine10Davis Memorial Foundation
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/Phone06509385405
ReturnHeader/Filer/USAddress/AddressLine10275 Tennant Avenue
ReturnHeader/Filer/USAddress/City0Morgan Hill
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095037
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-03-14
ReturnHeader/Officer/Name0Thomas Papas
ReturnHeader/Officer/Title0Executive Director
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HODSON & HODSON CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1013465 Camino Canada 106-141
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0El Cajon
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode092021
ReturnHeader/Preparer/Name0Patti Hodson
ReturnHeader/Preparer/Phone06197499942
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-10-01
ReturnHeader/TaxPeriodEndDate02013-09-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-03-14T20:56:35-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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