DAVIS MEMORIAL FUND INC (EIN 043720418) - 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

2002

Legal Domicile

Principal Officer

DAVID GREENBLATT

Phone

5162950296

Tax Period

2022-01-01 to 2022-12-31

DAVIS MEMORIAL FUND INC, founded in 2002, is a community nonprofit in the Human Services sector that reported $9.2M in total revenue in fiscal year 2022.

Mission

TO SUPPORT CHARITABLE ACTIVITIES THROUGH FINANCIAL ASSISTANCE TO NEEDY FAMILIES AND DISADVANTAGED CHILDREN

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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 (2022)

Revenue Breakdown

Contributions & Grants $9,172,339

Program Service Revenue $0

Investment Income $-12,982

Other Revenue $4,758

TOTAL REVENUE $9,164,115

Expense Breakdown

Grants Paid $9,347,153

Salaries & Benefits $161,305

Fundraising Expenses $42,892

Program Expenses $9,470,140

Other Expenses $265,085

TOTAL EXPENSES $9,812,803

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,164,115	$8,909,359	+0.0%
Expenses	$9,812,803	$7,353,941	+0.3%
Net Income	$-648,688	$1,555,418	-1.4%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GREENBLATT	PRESIDENT	1.00	Officer Director	$0	$0	$0
DEBBIE GREENBLATT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DR DEBORAH DIENSTAG	SECRETARY	0.25	Officer Director	$0	$0	$0
RABBI YAAKOV REISMAN	TRUSTEE	0.25	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	No data	No data	No data	No data
2022	$9,164,115	$9,812,803	$3,600,897	$-648,688
2021	$8,909,359	$7,353,941	$4,281,257	$1,555,418
2020	$5,634,576	$4,966,113	$1,642,177	$668,463
2019	$6,054,625	$5,771,083	$1,026,380	$283,542
2018	$4,020,866	$4,079,010	$734,522	$-58,144

DAVIS MEMORIAL FUND INC