Civic Intelligence

Davis Memorial Foundation

990EZ • Fiscal year 2014 • EIN 94-3283331

Oct 01, 2013 to Sep 30, 2014 • Filed on Apr 06, 2015

275 Tennant Avenue95037

(650) 938-5405

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$289,917

Up $34,814 (+14%) from 2013

Net Assets

Up

$289,917

Up $34,814 (+14%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$76,242

Up $11,177 (+17%) from 2013

Expenses

Down

$49,130

Down $7,182 (-13%) from 2013

Net Income

Up

$27,112

Up $18,359 (+210%) from 2013

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

2014

Assets$289,917
Liabilities-
Net Assets$289,917

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

2014

Revenue$76,242
Expenses$49,130
Net Income$27,112
Jump To
Filing Snapshot
Filing Period
Oct 1, 2013 to Sep 30, 2014
Signed
Apr 6, 2015
Return Version
2013v4.0
Gross Receipts
$107,597
Mission and Program Overview

Mission

To provide scholarship Grants

Program Services

DescriptionGrantsExpenses
Scholarship Grants Awarded$25,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Travis NelsonTrustee-$0--
Keith SandersTrustee-$0--
Greg BloomTrustee-$0--
Marc DodsonTrustee-$0--
Thomas PapasTrustee-$0--
Chuck ChapmanChairman-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$41,665$41,665$7,676$33,989
Event 2$41,418$41,418$5,519$35,899
Total Events$97,818$97,818$31,355$66,463
Filing and Contact Details

Filer

EIN
94-3283331
Phone
6509385405

Signing Officer

Name
Thomas Papas
Title
Executive Director
Signed
2015-04-06
Discuss with paid preparer
Yes

Preparer

Preparer
Patti Hodson
Phone
6197499942
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $69

Other Expenses.1012

Insurance $858

Other Expenses.1

Meeting Expense $6555

Other Expenses.2

Bank Fees & Credit Card Fees $2508

Other Expenses.3

Scholarship Program $2225

Other Expenses.4

Website $395

Other Expenses.5

Miscellaneous $86

Other Expenses.6

Taxes $35

Raw XML Appendix186 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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IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode095037
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Greg Bloom
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Marc Dodson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Thomas Papas
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt07702
IRS990EZ/OtherExpensesTotalAmt012731
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide scholarship Grants
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Scholarship Grants Awarded
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt031355
IRS990EZ/SpecialEventsNetIncomeLossAmt066463
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049130
IRS990EZ/TotalProgramServiceExpensesAmt025000
IRS990EZ/TotalRevenueAmt076242
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03596
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01830
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03255
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06585
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-1956
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0-12920
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt03960
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0105
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0105
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91740
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt045140
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035479
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt045140
IRS990ScheduleA/TotalSupportAmt049205
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt031355
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03472
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt04472
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt041665
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt041418
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt014735
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041665
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt014735
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Silent Auction
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt066463
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03551
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016746
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07676
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt05519
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt05512
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04625
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010137
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $858
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Meeting Expense $6555
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Fees & Credit Card Fees $2508
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Scholarship Program $2225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Website $395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Miscellaneous $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Taxes $35
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Thomas Papas
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-06
ReturnHeader/Filer/BusinessName/BusinessNameLine10Davis Memorial Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0943283331
ReturnHeader/Filer/PhoneNum06509385405
ReturnHeader/Filer/USAddress/AddressLine10275 Tennant Avenue
ReturnHeader/Filer/USAddress/City0Morgan Hill
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode095037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HODSON & HODSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1013465 Camino Canada 106-141
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0El Cajon
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092021
ReturnHeader/PreparerPersonGrp/PhoneNum06197499942
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patti Hodson
ReturnHeader/ReturnTs02015-04-06T18:26:29-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-10-01
ReturnHeader/TaxPeriodEndDt02014-09-30
ReturnHeader/TaxYr02013

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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits