TPhilanthropy, Voluntarism & GrantmakingEIN: 841824000· Ruling Year: 2021

Carolyn J Davis Charitable Trust

Westlake Vlg, California

B+Health Score
66B+

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Good

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org2.23×
Peer Median18.82×
💰
$788K
Total Revenue
📊
$435K
Total Expenses
🏦
$972K
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+5.1%
Year-over-year change (2022 → 2023)
Net Margin
+44.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.23
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$788,4265%$435,066$971,73357%
2022$750,38710%$435,786$618,373104%
2021$681,802133%$436,77557%$303,772417%
2020$292,3669%$278,347$58,74531%
2019$322,340$277,614$44,726

Frequently Asked Questions

What does Carolyn J Davis Charitable Trust do?

Carolyn J Davis Charitable Trust is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T50 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Carolyn J Davis Charitable Trust financially healthy?

Financial health scoring requires Form 990 filing data. Check back as we process more filings for Carolyn J Davis Charitable Trust.

How much revenue does Carolyn J Davis Charitable Trust generate?

Revenue data for Carolyn J Davis Charitable Trust is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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