Civic Intelligence

Martin Davis House Foundation

990PF • Fiscal year 2012 • EIN 95-4893784

Jan 01, 2012 to Dec 31, 2012 • Filed on May 13, 2013

P O Box 114930728-1149
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

46th percentile

-0.1%

Faster asset growth than 46% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$2,956,156

Down $3,369 (-0.1%) from 2011

Net Assets

Down

$2,956,156

Down $3,369 (-0.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$54,829

Down $7,016 (-11%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,963,844Liabilities 2010: $0Net Assets 2010: $2,963,8442010Assets 2011: $2,959,525Liabilities 2011: $0Net Assets 2011: $2,959,5252011Assets 2012: $2,956,156Liabilities 2012: $0Net Assets 2012: $2,956,1562012Assets 2013: $2,925,979Liabilities 2013: $0Net Assets 2013: $2,925,9792013Assets 2014: $2,939,356Liabilities 2014: $0Net Assets 2014: $2,939,3562014Assets 2015: $2,945,271Liabilities 2015: $0Net Assets 2015: $2,945,2712015Assets 2016: $2,966,538Liabilities 2016: $0Net Assets 2016: $2,966,5382016Assets 2017: $2,968,315Liabilities 2017: $0Net Assets 2017: $2,968,3152017Assets 2018: $2,989,682Liabilities 2018: $0Net Assets 2018: $2,989,6822018Assets 2019: $3,043,708Liabilities 2019: $0Net Assets 2019: $3,043,7082019Assets 2020: $3,050,389Liabilities 2020: $0Net Assets 2020: $3,050,3892020Assets 2021: $3,064,067Liabilities 2021: $0Net Assets 2021: $3,064,0672021Assets 2022: $2,863,450Liabilities 2022: $0Net Assets 2022: $2,863,4502022Assets 2023: $2,782,388Liabilities 2023: $0Net Assets 2023: $2,782,3882023Assets 2024: $2,742,172Liabilities 2024: $0Net Assets 2024: $2,742,1722024

Highlighted filing

2012

Assets$2,956,156
Liabilities$0
Net Assets$2,956,156

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2010: $59,0052010Expenses 2011: $61,8452011Expenses 2012: $54,8292012Revenue 2013: $53,631Expenses 2013: $83,808Net Income 2013: -$30,1772013Revenue 2014: $62,228Expenses 2014: $48,851Net Income 2014: $13,3772014Revenue 2015: $49,412Expenses 2015: $43,497Net Income 2015: $5,9152015Revenue 2016: $83,777Expenses 2016: $62,510Net Income 2016: $21,2672016Revenue 2017: $48,837Expenses 2017: $47,060Net Income 2017: $1,7772017Revenue 2018: $55,436Expenses 2018: $34,069Net Income 2018: $21,3672018Revenue 2019: $146,839Expenses 2019: $92,813Net Income 2019: $54,0262019Revenue 2020: $48,811Expenses 2020: $40,956Net Income 2020: $7,8552020Revenue 2021: $60,125Expenses 2021: $46,393Net Income 2021: $13,7322021Revenue 2022: $52,469Expenses 2022: $254,385Net Income 2022: -$201,9162022Revenue 2023: $36,855Expenses 2023: $117,695Net Income 2023: -$80,8402023Revenue 2024: $64,142Expenses 2024: $104,346Net Income 2024: -$40,2042024

Highlighted filing

2012

Revenue-
Expenses$54,829
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY GILBERTTreasurer-$0--
BETTS BERRYChairman-$0--
NITA HENRYSecretary-$0--
WADE GILBERTTrustee-$0--
CHIP WHEELERTrustee-$0--
DAVID CAMERONTrustee-$0--
Filing and Contact Details

Filer

EIN
95-4893784
Raw XML AppendixShowing 400 of 527 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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AccountingFeesSchedule/AccountingFees/Amount03000
AccountingFeesSchedule/AccountingFees/Category0HAZLETT, LEWIS, & BIETER
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01500
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome01500
GeneralExplanationAttachment/GeneralExplanation/Explanation0THE FOUNDATION IS EXEMPT FROM SECTION 4942 EXCISE TAX ON UNDISTRIBUTED INCOME BECAUSE IT QUALIFIED FOR PRIVATE OPERATING STATUS AT DECEMBER 31, 2009. THEREFORE, FORM 4720 IS NOT INCLUDED.
GeneralExplanationAttachment/GeneralExplanation/Identifier0EXEMPT FORM SECTION 4942
GeneralExplanationAttachment/GeneralExplanation/ReturnReference0FORM 990-PF, PAGE 9, PART XIII, LINE 6D
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue046500
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GENERAL ELECTRIC CAPITAL INTERNOTES DTD 2/24/06 5.75%
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AMERICAN CONSUMERS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1AT&T
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2COCA COLA CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5WASHINGTON MUTUAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7VAN KAMPEN TRUST FOR INVESTMENT GR MUN
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15INCOME FUND OF AMERICA
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0HENRY GILBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1BETTS BERRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2NITA HENRY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3WADE GILBERT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4CHIP WHEELER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5DAVID CAMERON
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION OPERATES AND PRESERVES A HISTORICAL SITE WHICH IS PERIODICALLY OPEN TO THE PUBLIC FOR TOURS AND SPECIAL EVENTS.
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IRS990PF/SumOfProgramRelatedInvestments/Amount104400
IRS990PF/SumOfProgramRelatedInvestments/Description10IMPROVEMENTS MADE TO MARTIN DAVIS HOUSE TO PRESERVE HISTORICAL INTEGRITY OF THE HOUSE AND TO IMPROVE ACCESSIBILITY FOR PUBLIC PURPOSES.
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.06$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.04$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.05$0.25$0.20
2021Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.05$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.15$0.09$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.06$0.03$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.08$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.06$0.05$0.01
2013Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.05$0.08$0.03
2012Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.05
2011Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.06
2010Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.06