CHARLES LOUIS DAVIS AND SAMUEL WESLEY THOMPSON DVM (EIN 626091432) - 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

1997

Legal Domicile

Principal Officer

FRANCISCO UZAL

Phone

8473674359

Tax Period

2025-01-01 to 2025-12-31

CHARLES LOUIS DAVIS AND SAMUEL WESLEY THOMPSON DVM, founded in 1997, is a small nonprofit in the Education sector that reported $508K in total revenue in fiscal year 2025. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $438K left a modest 14% surplus.

Mission

THE ADVANCEMENT OF EDUCATION IN VETERINARY AND COMPARATIVE PATHOLOGY

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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 $40,110

Program Service Revenue $301,809

Investment Income $165,164

Other Revenue $573

TOTAL REVENUE $507,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,068

Fundraising Expenses $0

Program Expenses $333,509

Other Expenses $387,915

TOTAL EXPENSES $437,983

Year-over-Year Comparison

	2025	2024	Change
Revenue	$507,656	$424,904	+0.2%
Expenses	$437,983	$320,818	+0.4%
Net Income	$69,673	$104,086	-0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEY KOEHLER	President	10.00	Officer Director	$0	$0	$0
FRANCISCO UZAL	Chairman	20.00	Officer Director	$0	$0	$0
BRUCE WILLIAMS	Treasurer	20.00	Officer Director	$0	$0	$0
RAFAELA DE NEGRI	Director	1.00	Director	$0	$0	$0
TIFFANY LYLE	Director	1.00	Director	$0	$0	$0
Linden Craig	Director	1.00	Director	$0	$0	$0
MICHAEL DARK	Director	1.00	Director	$0	$0	$0
FABIO DEL PIERO	Director	1.00	Director	$0	$0	$0
SIMON PRIESTNALL	Trustee	1.00	Director	$0	$0	$0
PATRICIA PESAVENTO	Trustee	1.00	Director	$0	$0	$0
TONY ROSS	Trustee	1.00	Director	$0	$0	$0
Javier Asin	Director	1.00	Director	$0	$0	$0
ELIZABETH MCINNES	Trustee	1.00	Director	$0	$0	$0
ERIC LOMBARDINI	Trustee	1.00	Director	$0	$0	$0
OJOK LONZY	Trustee	1.00	Director	$0	$0	$0
Vinicius Carreira	Director	1.00	Director	$0	$0	$0
Angela Brice	Director	1.00	Director	$0	$0	$0
TAMARA DOLENSEK	Director	1.00	Director	$0	$0	$0
Emily Corbin	Director	1.00	Director	$0	$0	$0
ANNETTE GENDRON-FOTZPATRICK	Director	1.00	Director	$0	$0	$0
Kelsey Fides	Director	1.00	Director	$0	$0	$0
ZADOK RUBEN	Trustee	1.00	Director	$0	$0	$0
PAUL C STROMBERG	Trustee	1.00	Director	$0	$0	$0
INGEBORG LANGOHR	Trustee	1.00	Director	$0	$0	$0
FRANCISCO CARVALLO	Trustee	1.00	Director	$0	$0	$0
JENNIFER CHAPMAN	Trustee	1.00	Director	$0	$0	$0
Mandoki Mira	Director	1.00	Director	$0	$0	$0
CORY F BRAYTON	Trustee	1.00	Director	$0	$0	$0
KYU-SHIK JEONG	Trustee	1.00	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
2025	$507,656	$437,983	$1,081,985	$69,673
2024	$424,904	$320,818	$1,008,790	$104,086
2023	$376,028	$271,720	$913,680	$104,308
2022	$221,572	$229,375	$798,819	$-7,803
2021	$393,364	$182,579	$806,622	$210,785
2020	$313,053	$242,727	$595,837	$70,326
2019	$282,735	$341,716	$525,511	$-58,981
2018	$324,919	$326,081	$584,492	$-1,162

CHARLES LOUIS DAVIS AND SAMUEL WESLEY THOMPSON DVM