DAVIS HORATIO TR UWILL (EIN 046014374) - 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

1960

Legal Domicile

Phone

6177227415

Tax Period

2023-07-01 to 2024-06-30

DAVIS HORATIO TR UWILL, founded in 1960, is a micro nonprofit that reported $27K in total revenue in fiscal year 2023. Expenses of $35K exceeded revenue, resulting in a 32% operating deficit.

Mission

THE DAVIS HORATIO TR U/WILL IS A 501(C)(3) ORGANIZATION WHICH PROVIDES SUPPORT TO THE FOLLOWING ORGANIZATION - BAY COVE HUMAN SERVICES

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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 $26,752

Other Revenue $0

TOTAL REVENUE $26,752

Expense Breakdown

Grants Paid $20,168

Salaries & Benefits $13,260

Fundraising Expenses $0

Program Expenses $20,168

Other Expenses $1,830

TOTAL EXPENSES $35,258

Year-over-Year Comparison

	2023	2022	Change
Revenue	$26,752	$-7,007	-4.8%
Expenses	$35,258	$22,700	+0.6%
Net Income	$-8,506	$-29,707	-0.7%

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

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

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

$2,962

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT QUINAN	CO-TRUSTEE	N/A	Director	$2,962	$0	$2,962
BNY MELLON N A	CO-TRUSTEE	N/A		$10,297	$0	$10,297

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
2025	No data	No data	No data	No data
2024	$26,752	$35,258	$617,325	$-8,506
2023	$-7,007	$22,700	$625,891	$-29,707
2022	$126,941	$36,032	$655,852	$90,909
2021	$44,017	$40,309	$563,025	$3,708
2020	$31,195	$26,242	$561,202	$4,953
2019	$43,619	$47,219	$556,249	$-3,600

DAVIS HORATIO TR UWILL