Lindsey Davis Charities

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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

2019

Legal Domicile

Principal Officer

Gregory Davis

Phone

6145725422

Tax Period

2023-01-01 to 2023-12-31

Lindsey Davis Charities, founded in 2019, is a small nonprofit in the Human Services sector that reported $319K in total revenue in fiscal year 2023. Revenue surged 829% from the prior year, signaling strong growth momentum. The organization ran a surplus of $250K, a strong 78% operating margin.

Mission

This Organization's mission is to to help those in need by providing resources and services so they can enjoy productive and fulfilling lives.

Program Service Accomplishments

Program 1

Expenses: $63,227

Various grants to individuals and organizations.

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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 $261,681

Program Service Revenue $0

Investment Income $57,562

Other Revenue $0

TOTAL REVENUE $319,243

Expense Breakdown

Grants Paid $63,227

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,227

Other Expenses $6,386

TOTAL EXPENSES $69,613

Year-over-Year Comparison

	2023	2022	Change
Revenue	$319,243	$34,381	+8.3%
Expenses	$69,613	$80,871	-0.1%
Net Income	$249,630	$-46,490	-6.4%

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
Amy Davis	Secretary/Treasurer	0.25	Officer Director	$0	$0	$0
Gregory Davis	President	1.00	Officer Director	$0	$0	$0
Adam Mull	Director	0.25	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
2023	$319,243	$69,613	$821,786	$249,630
2022	$34,381	$80,871	$412,216	$-46,490
2021	$179,739	$18,054	$512,411	$161,685
2020	$346,970	$4,375	$336,558	$342,595