2026-02-13T12:41:33-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6320 CANOGA AVENUE 17TH FLOOR WOODLAND HILLS CA 91367 990 2024-07-01 880427864 DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT DAVI 7758328314 800 SOUTHWOOD BLVD 204 INCLINE VILLAGE NV 89451 MARK HERRON PRESIDENT 7758328314 2026-02-10 1 1 LAUREN A HAVERLOCK P00545829 8185771900 2026-02-10 2024 2025-03-06 01:10:19Z DAVIDSON INSTITUTE MARK HERRON 800 SOUTHWOOD BLVD 204 INCLINE VILLAGE NV 89451 51814084 0 X HTTPS://WWW.DAVIDSONGIFTED.ORG/ X 1999 NV PROVIDE SUPPORT FOR THE NATION'S PROFOUNDLY GIFTED YOUTH 5 2 115 10 0 0 0 12868618 0 1700368 0 10602357 0 9187 0 25180530 0 811011 0 0 0 9756729 0 0 0 0 4735730 0 15303470 0 9877060 212091654 222652201 1840522 2524009 210251132 220128192 X OUR MISSION IS TO RECOGNIZE THE NATION'S PROFOUNDLY GIFTED YOUTH AND SUPPORT THEM HOLISTICALLY SO THEY MAY REACH THEIR HIGHEST POTENTIAL. 0 0 1980857 11011 462530 THE DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT HOLDS FOUR SUMMER PROGRAMS FOR PROFOUNDLY GIFTED STUDENTS, AGES 8-11. THE FIVE-DAY RESIDENTIAL PROGRAM FOCUSES ON SUPPORTING ACADEMIC AND SOCIAL NEEDS. DAVIDSON SUMMER PARTICIPANTS ATTEND ACADEMIC SESSIONS TAUGHT BY DAVIDSON ACADEMY INSTRUCTORS, ATTEND ACADEMIC FIELD TRIPS ON OR NEAR CAMPUS, AND PARTICIPATE IN SOCIAL TEAM-BUILDING ACTIVITIES. PARTICIPANTS STAY IN THE UNIVERSITY'S RESIDENCE HALL, WHICH IS STAFFED BY PROGRAM STAFF MEMBERS 24 HOURS A DAY. STUDENTS SHARE A ROOM WITH OTHER PROGRAM PARTICIPANTS. ACADEMIC SESSIONS AND FIELD TRIPS DIFFER EVERY SUMMER.DAVIDSON INSTITUTE ALSO OFFERS TWO SUMMER RETREATS FOR DAVIDSON YOUNG SCHOLARS AND FAMILIES TO ATTEND A THREE-DAY IN-PERSON CONFERENCE ON THE UNIVERSITY OF NEVADA, RENO CAMPUS WITH GUEST SPEAKERS FROM THE PROFOUNDLY GIFTED COMMUNITY. TO BE ELIGIBLE TO REGISTER FOR THE DAVIDSON PROGRAMS, PARTICIPANTS MUST BE PART OF THE DAVIDSON YOUNG SCHOLARS PROGRAM. THE PROGRAM FEE COVER ROOM AND BOARD AND COST OF THE PLANNED PROGRAM ACTIVITIES. PARTICIPANTS ARE RESPONSIBLE FOR TRANSPORTATION TO AND FROM THE PROGRAM, AND POCKET MONEY. REGISTRATION ASSISTANCE BASED ON FINANCIAL NEED IS AVAILABLE.DAVIDSON INSTITUTE PROVIDES AN EXTENSIVE ONLINE PRESENCE OFFERING VIRTUAL SERVICES YEAR-ROUND TO YS STUDENTS AND PARENTS REGARDING CURRENT ISSUES IMPACTING PROFOUNDLY GIFTED YOUTH. THERE IS A SMALL AMOUNT OF GRANT MONEY AWARDED EACH YEAR, BASED ON FINANCIAL NEED, TO YOUNG SCHOLARS TO ASSIST WITH EDUCATIONAL NEEDS. 3455164 0 1126038 DAVIDSON ACADEMY ONLINE, LLC, A SUBSIDIARY OF DAVIDSON INSTITUTE, IS AN ONLINE SCHOOL FOR THE PROFOUNDLY GIFTED SERVICING 95 - 105 STUDENTS FROM 8TH - 12TH GRADE THROUGHOUT THE U.S. DAVIDSON ACADEMY ONLINE CHARGES OUT-OF-STATE STUDENTS OF THE ONLINE CAMPUS WITH ANNUAL TUITION UP TO $16,200 PER YEAR FOR FULL-TIME HIGH SCHOOL CREDITS. DISCOUNTED TUITION IS AVAILABLE BASED ON FINANCIAL NEED. 5285464 0 111800 IN FURTHERANCE OF ITS OBJECTIVE TO SERVE GIFTED YOUTH, THE DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT OPERATES A TUITION-FREE, PUBLIC SCHOOL FOR PROFOUNDLY GIFTED MIDDLE AND HIGH SCHOOL STUDENTS. DAVIDSON ACADEMY IS A "UNIVERSITY SCHOOL FOR PROFOUNDLY GIFTED PUPILS" THAT WAS ESTABLISHED PURSUANT TO LEGISLATION ENACTED BY THE NEVADA LEGISLATURE IN 2005 (NRS CHAPTER 392A). DAVIDSON ACADEMY IS LOCATED ON THE CAMPUS OF THE UNIVERSITY OF NEVADA, RENO AND HAS AN ENROLLMENT (AS OF SPRING 2024) OF 167 STUDENTS AND 100 ONLINE STUDENTS. STUDENTS ARE ADMITTED SOLELY ON THE BASIS OF MEETING CERTAIN MINIMUM CRITERIA SET FORTH IN THE NEVADA STATUTE. THE MAJORITY OF THE STUDENTS ALSO PARTICIPATE IN OTHER PROGRAMS OF THE INSTITUTE SUCH AS THE YOUNG SCHOLARS PROGRAM. ALTHOUGH DESIGNATED AS A PUBLIC SCHOOL, DAVIDSON ACADEMY RECEIVES LESS THAN ONE THIRD OF ITS OPERATING BUDGET FROM PUBLIC SOURCES (THE STATE OF NEVADA). 1425161 800000 0 THE DAVIDSON INSTITUTE FELLOWS AWARD CEREMONY IS A ONE-DAY EVENT HELD IN BOSTON TO RECOGNIZE AND HONOR YOUNG PEOPLE SELECTED AS DAVIDSON FELLOWS WHO WILL RECEIVE EITHER A $25,000, $50,000 OR $100,000 SCHOLARSHIP COMMITMENT TO FURTHER THE DEVELOPMENT OF THEIR TALENT THROUGH ATTENDANCE AT AN ACCREDITED ACADEMIC INSTITUTION OF LEARNING.THE PURPOSE OF THIS EVENT IS TO RECOGNIZE THE OUTSTANDING ACHIEVEMENTS OF HIGHLY INTELLIGENT YOUNG PEOPLE WHO HAVE DEMONSTRATED THE DEVELOPMENT OF THEIR TALENTS WITH A SIGNIFICANT PIECE OF WORK. THIS AWARD PROGRAM SEEKS TO RECOGNIZE AND AWARD THE TRULY EXTRAORDINARY IN RECOGNIZED AREAS OF SCIENCE, TECHNOLOGY, MATHEMATICS, LITERATURE, PHILOSOPHY, AND MUSIC AS WELL AS OUTSIDE THE BOX IDEAS. EACH SUBMISSION MUST BE A PIECE OF ORIGINAL WORK RECOGNIZED BY EXPERTS IN THE FIELD AS SIGNIFICANT AND IT MUST HAVE THE POTENTIAL TO MAKE A POSITIVE CONTRIBUTION TO SOCIETY. EACH SUBMISSION IS EVALUATED ON ITS SCOPE AND QUALITY, LEVEL OF SIGNIFICANCE AND THE APPLICANT'S DEPTH OF KNOWLEDGE AND UNDERSTANDING OF THE WORK AND THE RELATED DOMAIN AREA.ONCE THE INDEPENDENT TEAM OF JUDGES, WHO ARE PROFESSIONALS WITH EXPERTISE IN THE DOMAIN AREAS SUBMITTED, HAVE IDENTIFIED A SMALL GROUP OF FINALISTS, EACH FINALIST IS NAMED AS A DAVIDSON FELLOW AND RECEIVES EITHER A $25,000, $50,000 OR $100,000 SCHOLARSHIP, AS DETERMINED BY THE JUDGES USING THE SELECTION CRITERIA. INDIVIDUALS NAMED AS DAVIDSON FELLOWS ARE THEN HONORED AT A HOSTED RECEPTION IN SEPTEMBER EACH YEAR. TRAVEL AND OTHER HOTEL COSTS ARE PAID BY THE DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT. TYPICALLY, 17 TO 20 DAVIDSON FELLOWS ARE SELECTED EACH YEAR. THE DAVIDSON FELLOWS AWARD IS NOT A COMPETITION, BUT RATHER RECOGNITION OF EXTRAORDINARY ACHIEVEMENT. 1425161 800000 0 12146647 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 132 0 1 115 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X KARIN DIXSON 7758328314 800 SOUTHWOOD BLVD 204 INCLINE VILLAGE NV 89451 COLLEEN HARSIN EXEC DIRECTOR DAVIDSON ACADEMY 40.00 0.00 X 275209 0 43430 EAMONN O'BRIEN DIRECTOR OF IT 40.00 0.00 X 212292 0 40617 DEE CAREY HR DIRECTOR 40.00 0.00 X 181615 0 38812 ASHLEY ZAHN EXEC DIRECTOR DAVIDSON ACADEMY ONLINE 40.00 0.00 X 184538 0 30057 AIMEE CUMMINS EXEC DIRECTOR INSTITUTE 40.00 0.00 X 169114 0 37804 KATIE GLENSOR EXEC DIRECTOR INSTITUTE 40.00 0.00 X 169113 0 36910 ERIN VIENNEAU INSTRUCTOR 40.00 0.00 X 123290 0 19574 JAMES BONDARCHUCK INSTRUCTOR 40.00 0.00 X 112953 0 16902 NATASHA MAXIMOFF INSTRUCTOR 40.00 0.00 X 108117 0 16736 MARK R HERRON PRESIDENT 1.00 1.50 X X 0 0 0 ROBERT M DAVIDSON VICE PRESIDENT 1.00 0.00 X X 0 0 0 KARIN DIXSON SECRETARY 2.00 1.50 X 0 0 0 JOHN GOODMAN BOARD MEMBER 1.00 0.00 X 0 0 0 LESLIE DAVIDSON BOARD MEMBER 1.00 0.00 X 0 0 0 1536241 0 280842 11 0 1 0 LAKESHORE INVESTMENTS I LLC 800 SOUTHWOOD BLVD SUITE 204 INCLINE VILLAGE NV 89451 INVESTMENT MANAGEMENT 731951 DAVIDSON GROUP 800 SOUTHWOOD BLVD SUITE 204 INCLINE VILLAGE NV 89451 INVESTMENT MANAGEMENT 620735 UBS 1285 AVENUE OF THE AMERICAS NEW YORK NY 10019 INVESTMENT MANAGEMENT 482951 EDUCATIONAL CONSULTANTS 9783 E 116TH ST FISHERS IN 46037 CURRICULUM DESIGN 105552 4 1600416 11268202 12868618 TUITION FEES 611310 1700368 1700368 1700368 7559784 7559784 29676127 26633554 3042573 3042573 3042573 MISCELLANEOUS REVENUE 900099 9187 9187 9187 25180530 1700368 0 10611544 811011 811011 959396 959396 6664654 5960247 704407 227533 201456 26077 1299780 1145490 154290 605366 553390 51976 43038 43038 180994 180994 1837018 1837018 56279 56279 259476 259476 243191 243191 402446 402446 501005 501005 3730 3730 52038 52038 64055 64055 CLASSES AND PROGRAMS 1001222 1001222 B&O TAXES 1740 1740 89498 89498 15303470 12146647 3156823 0 8144553 529334 3707084 66758 113803 639695 497137 2897017 2187830 505688 709187 113550839 166514780 89179120 50541851 5860 5001 33165 212091654 222652201 49674 750000 1264715 1774009 526133 0 1840522 2524009 X 0 0 0 0 210251132 220128192 210251132 220128192 212091654 222652201 9877060 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 183441 98777 84664 2713576 2089053 624523 709187 LAKESHORE INVESTMENTS I, LLC 50541851 C 50541851 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS STATED ON THE ORGANIZATION'S WEBSITE HOMEPAGE. SCHEDULE E, PART I, LINE 6 DAVIDSON ACADEMY RECEIVES MONTHLY PUPIL CENTERED FUNDING REVENUE FROM THE STATE OF NEVADA BASED ON STUDENT DAILY ENROLLMENT. 1 FELLOWS SCHOLARSHIPS 19 800000 FINANCIAL ASSISTANCE 17 11011 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED THROUGH OUR FELLOWS PROGRAM. PAYMENTS ARE MADE DIRECTLY TO THE UNIVERSITY/COLLEGE BASED ON TUITION STATEMENT OR REIMBURSED TO THE RECIPIENT WITH PROOF OF PAYMENT/RECEIPTS AND CURRENT TRANSCRIPT. FINANCIAL ASSISTANCE GRANTS ARE APPROVED BY THE FINANCIAL COMMITTEE BASED ON NEED AND FOLLOWS THE SAME PAYMENT POLICIES AS FELLOWS ABOVE. 0 0 0 0 0 0 0 1 0 COLLEEN HARSIN EXEC DIRECTOR DAVIDSON ACADEMY 275209 0 0 0 0 0 11230 0 32200 0 318639 0 0 0 EAMONN O'BRIEN DIRECTOR OF IT 212292 0 0 0 0 0 8492 0 32125 0 252909 0 0 0 DEE CAREY HR DIRECTOR 181615 0 0 0 0 0 7402 0 31410 0 220427 0 0 0 ASHLEY ZAHN EXEC DIRECTOR DAVIDSON ACADEMY ONLIN 159538 0 25000 0 0 0 7382 0 22675 0 214595 0 0 0 AIMEE CUMMINS EXEC DIRECTOR INSTITUTE 149114 0 20000 0 0 0 6064 0 31740 0 206918 0 0 0 KATIE GLENSOR EXEC DIRECTOR INSTITUTE 149113 0 20000 0 0 0 5170 0 31740 0 206023 0 0 0 PART I, LINE 7 BONUS AMOUNTS ARE DETERMINED BY THE PRESIDENT/BOARD MEMBER AND DIRECTOR OF HUMAN RESOURCES. THE DAVIDSON GROUP CONTROLLED ENTITY OF ROBERT DAVIDSON, BOARD MEMBER 620735 INVESTMENT MANAGEMENT FEES 0 FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED TO REMOVE THE LIMITATION ON THE NUMBER OF VOTING BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 8B THERE WAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD WILL BE PROVIDED A COPY OF THE 990 BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF DOCUMENTS ARE AVAILABLE, BY REQUEST, AT THE DAVIDSON INSTITUTE BUSINESS OFFICE LOCATED AT 9665 GATEWAY, SUITE B, RENO, NV. ONLINE RESOURCES AZ LLC 800 SOUTHWOOD BLVD SUITE 204 INCLINE VILLAGE NV 89451 850715462 EDUCATIONAL SERVICES NV 0 88654 DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT DAVIDSON ACADEMY ONLINE LLC PO BOX 4300 INCLINE VILLAGE NV 89450 872496012 EDUCATIONAL SERVICES OR 1126038 329086 DAVIDSON INSTITUTE FOR TALENT DEVELOPMENT THE DAVIDSON FOUNDATION INC 800 SOUTHWOOD BLVD SUITE 204 INCLINE VILLAGE NV 89451 880453151 GRANTMAKING NV 501(C)(3) PF 0 LAKESHORE FOUNDATION 800 SOUTHWOOD BLVD SUITE 204 INCLINE VILLAGE NV 89451 463313924 GRANTMAKING NV 501(C)(3) LINE 7 0 THE DAVIDSON GROUP 800 SOUTHWOOD BLVD SUITE 204 INCLINE VILLAGE NV 89451 880404735 INVESTMENT MANAGEMENT NV N/A S 0 CHARITABLE REMAINDER TRUST (2) NV 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0