Civic Intelligence

The Katharine Davis Foundation

EIN 99-4405709 • Ashville, AL

Pub. 78 Eligible
140 Rocky Wood DriveAshville, AL 35953
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,547,885

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$3,547,885

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue30th percentileNet Margin99th percentile

Revenue

$3,547,935

No earlier filing loaded for comparison.

Expenses

$50

No earlier filing loaded for comparison.

Net Income

$3,547,885

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2024: $3,547,885Liabilities 2024: $0Net Assets 2024: $3,547,8852024

Highlighted filing

2024

Assets$3,547,885
Liabilities$0
Net Assets$3,547,885
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2024: $3,547,935Expenses 2024: $50Net Income 2024: $3,547,8852024

Highlighted filing

2024

Revenue$3,547,935
Expenses$50
Net Income$3,547,885
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,547,885
Liabilities
$0
Net assets
$3,547,885
Revenue
$3,547,935
Expenses
$50
Net income
$3,547,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$3.55$0.00$3.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 12, 2024 to Dec 31, 2024
Signed
Aug 7, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY HUGHESTrusteePT$0--
LEAH SCALISETrusteePT$0--
ANGELA DAVIDSONAgentPT$0--
Filing and Contact Details

Filer

Filer Name
The Katharine Davis Foundation
EIN
99-4405709
Phone
2055055453
Address
140 ROCKY WOOD DRIVE, ASHVILLE, AL 35953

Signing Officer

Name
Nancy Hughes
Title
Trustee
Phone
2055055453
Signed
2025-08-07
Discuss with paid preparer
Yes

Preparer

Firm
Dipiazza Larocca Heeter & Co LLC
Address
P O BOX 530095, BIRMINGHAM, AL 35253-0095
Preparer
Monty S Waites CPA
Phone
2058719973
Raw XML Appendix329 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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01406
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt064296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037707
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt060496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01406
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0161093
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt064296
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037707
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt059090
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0161093
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0162499
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TRINKA DAVIS FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0140 ROCKY WOOD DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0ASHVILLE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0AL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd035953
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt03547934
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt03368506
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS STOCKS & SECURITIES
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02024-12-27
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY HUGHES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02055055453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE KATHARINE DAVIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0994405709
ReturnHeader/Filer/PhoneNum02055055453
ReturnHeader/Filer/USAddress/AddressLine1Txt0140 ROCKY WOOD DRIVE
ReturnHeader/Filer/USAddress/CityNm0ASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035953
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263731278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DIPIAZZA LAROCCA HEETER & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 530095
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352530095
ReturnHeader/PreparerPersonGrp/PhoneNum02058719973
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MONTY S WAITES CPA
ReturnHeader/ReturnTs02025-08-11T08:46:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-12
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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