Civic Intelligence

Davis Memorial Foundation

990EZ • Fiscal year 2022 • EIN 94-3283331

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 07, 2023

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

73rd percentile

0.03x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-10%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

43rd percentile

2.3%

Faster revenue growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Down

$475,412

Down $54,732 (-10%) from 2021

Net Assets

Down

$459,243

Down $67,901 (-13%) from 2021

Liabilities

Up

$16,169

Up $13,169 (+439%) from 2021

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin76th percentile

Revenue

Up

$116,974

Up $2,581 (+2.3%) from 2021

Expenses

Up

$86,656

Up $6,011 (+7.5%) from 2021

Net Income

Down

$30,318

Down $3,430 (-10%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$475,412
Liabilities$16,169
Net Assets$459,243
Open 2022 Filing

Operations Trend

Revenue Growth43rd 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

2022

Revenue$116,974
Expenses$86,656
Net Income$30,318
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$191,263
Mission and Program Overview

Mission

To provide scholarship Grants

Program Services

DescriptionGrantsExpenses
Scholarship Grants Awarded & related Costs-$59,970
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg BloomTrustee-$0--
Heidi EllsworthTrustee-$0--
Joel VieraFdn Administer-$0--
Bill BaleyTrustee-$0--
Dennis RyanTrustee-$0--
Chuck ChapmanChairman-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent and Live Auction$91,156$91,156$32,643$58,513
Golf Tournament$48,358$28,314-$28,314
Total Events$163,229$132,802$74,289$58,513
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
2023-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Hodson & Hodson Cpas
Address
13465 Camino Canada 106-141, El Cajon, CA 92021
Preparer
Patti Hodson
Phone
6197499942
Supplemental Narrative

Additional Explanations

Other Revenue.1

“Other Income $4335”

Other Revenue.2

“Title Sponsors $3750”

Other Expenses.1002

“Office Expenses $2319”

Other Expenses.1012

“Insurance $1640”

Other Expenses.1

“Bank Fees & Credit Card Fees $6154”

Other Expenses.2

“Meeting Expense $1021”

Other Expenses.3

“Web Fees $460”

Other Expenses.5

“Taxes $225”

Other Expenses.12

“Scholarship Meetings & Costs $-2300”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $2970 Prepaid Expenses and Deferred Charges - Ending $764”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $16169”

Total Liabilities.1002

“Grants Payable - Beginning $3000 Grants Payable - Ending $0”

Raw XML Appendix214 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/OtherChangesInNetAssetsAmt0-81548
IRS990EZ/OtherExpensesTotalAmt09519
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IRS990EZ/PrintingPublicationsPostageAmt0226
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt059970
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent and Live Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt06458
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Income $4335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Title Sponsors $3750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $2319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bank Fees & Credit Card Fees $6154
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Meeting Expense $1021
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Web Fees $460
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Taxes $225
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $16169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Grants Payable - Beginning $3000 Grants Payable - Ending $0
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
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ReturnHeader/Filer/EIN0943283331
ReturnHeader/Filer/PhoneNum06509385441
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum06197499942
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patti Hodson
ReturnHeader/ReturnTs02023-08-07T17:41:23-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Viera
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$475,412
Liabilities
$16,169
Net assets
$459,243
Revenue
$116,974
Expenses
$86,656
Net income
$30,318
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