THE WILLIAM H DAVIS DOROTHY M DAVIS AND WILLIAM C DAVIS FOUNDATION

EIN: 311372548 501(c)(3) Philanthropy & Grantmaking

COLUMBUS, OH

Total Revenue
$3,665,004
Total Expenses
$2,230,670
Total Assets
$45,164,145
Net Assets
$39,515,095
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
OH
Principal Officer
DOUGLAS F KRIDLER
Phone
6142514000
Tax Period
2024-01-01 to 2024-12-31

THE WILLIAM H DAVIS DOROTHY M DAVIS AND WILLIAM C DAVIS FOUNDATION, founded in 1993, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.7M in total revenue in fiscal year 2024. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.4M, a strong 39% operating margin.

Mission

THE FOUNDATION SUPPORTS EDUCATION, HEALTHCARE AND CHILDRENS ISSUES IN THE COMMUNITY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $3,545,403
Other Revenue $119,601
TOTAL REVENUE $3,665,004

Expense Breakdown

Grants Paid $2,124,050
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $2,124,050
Other Expenses $106,620
TOTAL EXPENSES $2,230,670

Year-over-Year Comparison

2024 2023 Change
Revenue $3,665,004 $1,571,086 +1.3%
Expenses $2,230,670 $1,221,773 +0.8%
Net Income $1,434,334 $349,313 +3.1%
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

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Governance

Voting Members
6
Independent Members
4
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
7
$1,394,596
Total Directors
7
$1,394,596
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN C LUCAS VICE CHAIR/TREAS/TRUSTEE 1.00
Officer Director
$0 $0 $0
RONALD L WHISLER MD VICE PRESIDENT/TRUSTEE 1.00
Officer Director
$0 $0 $0
JAMES L NICHOLS VICE CHAIR/TREAS/TRUSTEE (THRU 3/24) 2.00
Officer Director
$0 $0 $0
JACQUELYN L WELLS CHAIR/PRES/TRUSTEE 1.00
Officer Director
$0 $0 $0
CHASE P WELLS TRUSTEE/SECRETARY 1.00
Officer Director
$0 $0 $0
DOUGLAS F KRIDLER ASST SECRETARY/ASST TREAS/TRUSTEE 0.50
Officer Director
$0 $107,467 $1,012,706
SCOTT G HEITKAMP TREASURER (AS OF 3/20/24) 0.50
Officer Director
$0 $63,398 $381,890
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 $3,665,004 $2,230,670 $45,164,145 $1,434,334
2023 $1,571,086 $1,221,773 $43,583,913 $349,313
2022 $3,023,395 $2,155,822 $40,296,719 $867,573
2021 $3,999,336 $7,080,928 $50,622,304 $-3,081,592
2020 $1,943,100 $1,342,786 $46,478,110 $600,314
2019 $2,004,322 $3,122,311 $41,854,230 $-1,117,989
2019 $2,004,322 $3,122,311 $41,854,230 $-1,117,989
2018 $1,934,017 $1,875,525 $37,996,643 $58,492
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