Civic Intelligence

Davis Memorial Foundation

990 • Fiscal year 2021 • EIN 94-3283331

Oct 01, 2020 to Sep 30, 2021 • Filed on Apr 18, 2022

Organization ProfileN/A
356 Digital DriveMorgan Hill, CA 95037

(650) 938-5441

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

73rd percentile

30%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

62nd percentile

17%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

81%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$530,144

Up $78,380 (+17%) from 2020

Net Assets

Up

$527,144

Up $98,690 (+23%) from 2020

Liabilities

Down

$3,000

Down $20,310 (-87%) from 2020

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin73rd percentile

Revenue

Up

$114,393

Up $51,114 (+81%) from 2020

Expenses

Up

$80,645

Up $22,565 (+39%) from 2020

Net Income

Up

$33,748

Up $28,549 (+549%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2021

Assets$530,144
Liabilities$3,000
Net Assets$527,144
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

2021

Revenue$114,393
Expenses$80,645
Net Income$33,748
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Apr 18, 2022
Return Version
2020v4.0
Gross Receipts
$136,357
Mission and Program Overview

Mission

To provide scholarship Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$415,186$475,798▲ $60,612
Cash and Non-Interest-Bearing Accounts$24,005$52,167▲ $28,162
Accounts Receivable$7,500$0▼ $7,500
Prepaid Expenses and Deferred Charges$5,073$2,179▼ $2,894
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$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$451,764$530,144▲ $78,380
Other Assets Total-$0-
Liabilities
Deferred Revenue$23,310--
Grants Payable-$3,000-
Total Liabilities$23,310$3,000▼ $20,310
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$428,454$527,144▲ $98,690
Total Net Assets Fund Balance$428,454$527,144▲ $98,690
Total Liabilities and Net Assets / Fund Balance$451,764$530,144▲ $78,380

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,367$4,367
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Chuck ChapmanChairman
Bill BaleyTrustee
Dennis RyanTrustee
Greg BloomTrustee
Heidi EllsworthTrustee
Joel VieraFdn Administer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,450
Program Service Revenue
$0
Investment Income
$11,097
Other Revenue
$94,846
All Other Contributions
$8,450
Change in Net Assets
$33,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$30,645
Total Fundraising Expense$18,043
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-$9,000$9,000$18,000
Advertising--$5,426$5,426
Office Expenses$620$619$620$1,859
Insurance$438$439$438$1,315
Fees for Services Accounting-$1,050-$1,050
Other Expenses$342$45$49$45
Total Functional Expenses$51,400$11,202$18,043$80,645
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$116,810
Fundraising Direct Expenses$21,964
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent and Live Auction$66,040$66,040$15,480$50,560
Golf Tournament$34,765$34,765$1,354$33,411
Total Events$116,810$116,810$21,964$94,846
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-$0-
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, Line 11B: Form 990 Review Process

“Distributed to officers and directors via email for approval”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
2022-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joel Viera
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Hodson & Hodson Cpas
Address
13465 Camino Canada 106-141, El Cajon, CA 92021
Preparer
Patti Hodson
Phone
6197499942
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt08700
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt058150
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70080
IRS990ScheduleA/PublicSupportPY170Pct00.74530
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027330
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037709
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024320
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt038370
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0136179
IRS990ScheduleA/TotalSupportAmt0194329
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/DirectExpenseSummaryEventsAmt021964
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent and Live Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt034765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt016005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0116810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066040
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt034765
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt016005
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0116810
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt094846
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01200
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01694
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt02894
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0986
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017820
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt015480
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01354
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt01250
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01250
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/MailSolicitationsInd0X
IRS990ScheduleG/PhoneSolicitationsInd0X
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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0530144
IRS990/TotalAssetsGrp/BOYAmt0451764
IRS990/TotalAssetsGrp/EOYAmt0530144
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08450
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018043
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011202
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051400
IRS990/TotalFunctionalExpensesGrp/TotalAmt080645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023310
IRS990/TotalLiabilitiesEOYAmt03000
IRS990/TotalLiabilitiesGrp/BOYAmt023310
IRS990/TotalLiabilitiesGrp/EOYAmt03000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0428454
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0527144
IRS990/TotalProgramServiceExpensesAmt051400
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114393
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0451764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0530144
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0356 Digital Drive
IRS990/USAddress/CityNm0Morgan Hill
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095037
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$530,144
Liabilities
$3,000
Net assets
$527,144
Revenue
$114,393
Expenses
$80,645
Net income
$33,748
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