BERNICE AND DAVID E DAVIS ART FDN C/O CARL P EINSTEIN CPA LLC (EIN 341935710) - 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

2000

Legal Domicile

Principal Officer

CARL P EINSTEIN

Phone

2162929155

Tax Period

2024-01-01 to 2024-12-31

BERNICE AND DAVID E DAVIS ART FDN C/O CARL P EINSTEIN CPA LLC, founded in 2000, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $80K in total revenue in fiscal year 2024. Expenses of $93K exceeded revenue, resulting in a 16% operating deficit.

Mission

MAINTAIN AN ARTS CAMPUS AND SUPPORT THE CONSERVATION, PRESERVATION, EXHIBITION, AND EDUCATIONAL ACTIVITIES RELATING TO SCULPTURE AND THE OTHER VISUAL ARTS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $34,327

Program Service Revenue $0

Investment Income $3,072

Other Revenue $42,796

TOTAL REVENUE $80,195

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $97,780

Other Expenses $93,282

TOTAL EXPENSES $93,282

Year-over-Year Comparison

	2024	2023	Change
Revenue	$80,195	$82,948	0.0%
Expenses	$93,282	$128,422	-0.3%
Net Income	$-13,087	$-45,474	-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

Independent Members

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

$7,500

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL P EINSTEIN	TREASURER	1.50	Officer	$0	$0	$7,500
BERNICE DAVIS	VICE PRESIDE	0.25	Officer Director	$0	$0	$0
JED DAVIS	TRUSTEE	0.25	Director	$0	$0	$0
LORI DAVIS	TRUSTEE	0.25	Director	$0	$0	$0
JAMES SNYDER	VICE PRESIDE	0.50	Officer Director	$0	$0	$0
LILY SNYDER	PRESIDENT	0.50	Officer Director	$0	$0	$0
TINA DAVIS SNYDER	SECRETARY	0.25	Officer 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	$80,195	$93,282	$1,587,248	$-13,087
2023	$82,948	$128,422	$1,600,335	$-45,474
2023	$82,948	$128,422	$1,600,335	$-45,474
2023	$82,948	$128,422	$1,600,335	$-45,474
2022	$-69,045	$173,398	$1,649,218	$-242,443
2021	$195,253	$133,945	$1,891,661	$61,308
2020	$128,680	$114,804	$1,830,353	$13,876
2019	$122,110	$159,157	$1,816,477	$-37,047
2018	$140,188	$132,408	$1,853,524	$7,780

BERNICE AND DAVID E DAVIS ART FDN C/O CARL P EINSTEIN CPA LLC