Davies Charitable Trust
San Bruno, California
B+Health Score
67B+
Financial Health Score
8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.
Good
💰
$893K
Total Revenue
📊
$303K
Total Expenses
🏦
$4.2M
Net Assets
📋
$1
Total Liabilities
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Revenue Growth
+745.8%
Year-over-year change (2022 → 2023)
Net Margin
+66.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.77
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets
Filing History
10 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $892,585↑746% | $302,939↓13% | $4,172,974↑16% | |
| 2022 | $105,533↓44% | $348,420↑61% | $3,582,799↓6% | — |
| 2021 | $187,518↓51% | $216,883↓30% | $3,826,272↓1% | — |
| 2020 | $381,861↑437% | $311,602↓3% | $3,855,231↑2% | — |
| 2019 | $71,139↓82% | $321,385↑7% | $3,784,959↓7% | — |
| 2015 | $388,069↓9% | $300,302 | $4,050,328↑2% | — |
| 2014 | $425,749↑72% | $299,231↑16% | $3,962,561↑3% | — |
| 2013 | $247,803↑17% | $257,307↑10% | $3,836,073 | — |
| 2012 | $211,189↓20% | $234,829↓12% | $3,844,842↓1% | — |
| 2011 | $263,191 | $267,681 | $3,869,494 | — |
Frequently Asked Questions
What does Davies Charitable Trust do?▼
Davies Charitable Trust is a unclassified nonprofit organization based in California. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.
Is Davies Charitable Trust financially healthy?▼
Financial health scoring requires Form 990 filing data. Check back as we process more filings for Davies Charitable Trust.
How much revenue does Davies Charitable Trust generate?▼
Revenue data for Davies Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.
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