Civic Intelligence

Davis Memorial Foundation

990 • Fiscal year 2023 • EIN 94-3283331

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 22, 2024

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

72nd percentile

17%

Faster asset growth than 72% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

18%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$553,977

Up $78,565 (+17%) from 2022

Net Assets

Up

$553,278

Up $94,035 (+20%) from 2022

Liabilities

Down

$699

Down $15,470 (-96%) from 2022

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin85th percentile

Revenue

Up

$137,478

Up $20,504 (+18%) from 2022

Expenses

Up

$88,164

Up $1,508 (+1.7%) from 2022

Net Income

Up

$49,314

Up $18,996 (+63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2023

Assets$553,977
Liabilities$699
Net Assets$553,278
Open 2023 Filing

Operations Trend

Revenue Growth62nd 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

2023

Revenue$137,478
Expenses$88,164
Net Income$49,314
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 22, 2024
Return Version
2023v5.1
Gross Receipts
$193,343
Mission and Program Overview

Mission

To provide scholarship Grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$452,269$467,672▲ $15,403
Cash and Non-Interest-Bearing Accounts$22,379$84,804▲ $62,425
Prepaid Expenses and Deferred Charges$764$1,500▲ $736
Accounts Receivable-$0-
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$475,412$553,977▲ $78,565
Other Assets Total-$1-
Liabilities
Accounts Payable and Accrued Expenses$16,169$699▼ $15,470
Total Liabilities$16,169$699▼ $15,470
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$459,243$553,278▲ $94,035
Total Net Assets Fund Balance$459,243$553,278▲ $94,035
Total Liabilities and Net Assets / Fund Balance$475,412$553,977▲ $78,565

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,367$4,367
Compensation and Service Providers
Top Officer Pay54th 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
$54,697
Program Service Revenue
$0
Investment Income
$17,175
Other Revenue
$65,606
All Other Contributions
$14,200
Change in Net Assets
$49,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Other Expenses$38,164
Total Fundraising Expense$18,883
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
Office Expenses$1,014$1,013$1,013$3,040
Insurance-$2,074-$2,074
Fees for Services Accounting$500$600$500$1,600
Other Expenses$437-$11,370$437
All Other Expenses$229--$229
Total Functional Expenses$59,594$9,687$18,883$88,164
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$121,471
Fundraising Direct Expenses$55,865
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Silent and Live Auction$87,000$87,000$21,394$65,606
Golf Tournament$49,413$23,237$4,822$18,415
Total Events$158,218$121,471$55,865$65,606
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, 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
2024-09-22
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/CurrentTaxYearMinus3YearsAmt011097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011662
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt065975
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08085
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt080
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08165
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63700
IRS990ScheduleA/PublicSupportPY170Pct00.61150
IRS990ScheduleA/PublicSupportTotal170Amt0130114
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt054697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt027330
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0130114
IRS990ScheduleA/TotalSupportAmt0204254
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04367
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04367
IRS990ScheduleG/AgrmtProfFundraisingActyInd0true
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt036747
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt026176
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt010571
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt055865
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Silent and Live Auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03712
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01600
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05312
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt087000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt049413
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt021805
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0158218
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt087000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt023237
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt011234
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0121471
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt065606
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt01300
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt01966
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt03266
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02740
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt028956
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt021394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04822
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt013403
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt04928
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt018331
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, 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/TotalAssetsBOYAmt0475412
IRS990/TotalAssetsEOYAmt0553977
IRS990/TotalAssetsGrp/BOYAmt0475412
IRS990/TotalAssetsGrp/EOYAmt0553977
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054697
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt018883
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09687
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt059594
IRS990/TotalFunctionalExpensesGrp/TotalAmt088164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016169
IRS990/TotalLiabilitiesEOYAmt0699
IRS990/TotalLiabilitiesGrp/BOYAmt016169
IRS990/TotalLiabilitiesGrp/EOYAmt0699
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0459243
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0553278
IRS990/TotalProgramServiceExpensesAmt059594
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017175
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137478
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0475412
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0553977
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joel Viera
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$553,977
Liabilities
$699
Net assets
$553,278
Revenue
$137,478
Expenses
$88,164
Net income
$49,314
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