DAVIS FAMILY FOUNDATION (EIN 010390443) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Yvonne Mumme

Phone

2078469132

Tax Period

2023-01-01 to 2023-12-31

DAVIS FAMILY FOUNDATION, founded in 1983, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.2M in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $811K, a strong 25% operating margin.

Mission

Award Grants

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,234,681

Other Revenue $8,618

TOTAL REVENUE $3,243,299

Expense Breakdown

Grants Paid $2,015,188

Salaries & Benefits $98,442

Fundraising Expenses $0

Program Expenses $2,167,856

Other Expenses $319,145

TOTAL EXPENSES $2,432,775

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,243,299	$2,395,241	+0.4%
Expenses	$2,432,775	$3,343,927	-0.3%
Net Income	$810,524	$-948,686	-1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$65,257

Total Directors

$30,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Yvonne B Mumme	Chief Finance and Administrative Officer	15.3	Officer	$56,560	$8,697	$65,257
Michael R Currie	Trustee	2	Director	$6,000	$0	$6,000
Anne B Pringle	Trustee	2	Director	$6,000	$0	$6,000
Samuel M DiCapua	Trustee	2	Director	$6,000	$0	$6,000
Edward L Dilworth III	Trustee	2	Director	$6,000	$0	$6,000
Al Noyes	Trustee	2	Director	$6,000	$0	$6,000
Rebekah A Bucci	Chair	3.5	Officer Director	$0	$0	$0
David J Bucci	Trustee	2	Director	$0	$0	$0
Colleen Bucci Liddy	Trustee	2	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$3,243,299	$2,432,775	$89,607,909	$810,524
2022	$2,395,241	$3,343,927	$76,848,033	$-948,686
2021	$3,904,982	$2,930,277	$94,934,752	$974,705
2020	$4,463,881	$2,251,974	$82,977,016	$2,211,907
2019	$3,336,320	$2,785,282	$76,068,964	$551,038
2018	$4,524,004	$3,681,172	$64,990,244	$842,832

DAVIS FAMILY FOUNDATION