UW JAMES L DAVIS-PERPETUAL CHAR TR A (EIN 516502626) - 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

1995

Legal Domicile

Principal Officer

SAME AS BOX C ABOVE

Phone

2393975002

Tax Period

2025-01-01 to 2025-12-31

UW JAMES L DAVIS-PERPETUAL CHAR TR A, founded in 1995, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $77K in total revenue in fiscal year 2025. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $44K, a strong 57% operating margin.

Mission

The organizations mission is to advance charitable objectives through distributions to other qualified charitable organizations that align with its philanthropic goals.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $76,665

Other Revenue $0

TOTAL REVENUE $76,665

Expense Breakdown

Grants Paid $19,256

Salaries & Benefits $11,176

Fundraising Expenses $0

Program Expenses $19,256

Other Expenses $2,656

TOTAL EXPENSES $33,088

Year-over-Year Comparison

	2025	2024	Change
Revenue	$76,665	$59,234	+0.3%
Expenses	$33,088	$30,651	+0.1%
Net Income	$43,577	$28,583	+0.5%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$11,176	$0	$11,176

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	$76,665	$33,088	$522,857	$43,577
2024	No data	No data	No data	No data
2023	$23,963	$23,257	$450,843	$706
2022	$15,487	$39,449	$449,617	$-23,962
2021	$42,907	$34,633	$472,031	$8,274
2020	$50,478	$24,119	$467,541	$26,359
2019	$33,664	$58,780	$442,275	$-25,116
2018	$31,752	$24,359	$469,015	$7,393

UW JAMES L DAVIS-PERPETUAL CHAR TR A