TPhilanthropy, Voluntarism & GrantmakingEIN: 237966458· Ruling Year: 1998

Hilda & Preston Davis Private Foundation

Sarasota, Florida

BHealth Score
60B

Financial Health Score

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

Above Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org12.71×
Peer Median18.82×
💰
$4.3M
Total Revenue
📊
$3.9M
Total Expenses
🏦
$49.0M
Net Assets
📋
$376K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+32.9%
Year-over-year change (2022 → 2023)
Net Margin
+10.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.71
Net assets divided by total expenses
Liabilities-to-Assets
0.8%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$4,287,54833%$3,857,0634%$49,386,6861%
2022$3,225,24841%$4,001,7725%$49,012,0871%
2021$5,509,10976%$3,814,920$49,555,7763%
2020$3,132,45940%$3,813,0771%$47,996,9592%
2019$5,240,96977%$3,775,80447%$48,981,5741%
2015$23,074,713656%$2,572,5657%$49,279,73352%
2014$3,051,25277%$2,395,521$32,478,9912%
2013$1,727,79735%$2,397,9044%$31,865,9772%
2012$1,275,7198%$2,301,2927%$32,519,8013%
2011$1,178,700$2,481,961$33,615,271

Frequently Asked Questions

What does Hilda & Preston Davis Private Foundation do?

Hilda & Preston Davis Private Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T20Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Hilda & Preston Davis Private Foundation financially healthy?

Based on our 9-metric Financial Health Score model, Hilda & Preston Davis Private Foundation has a score of 60/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Hilda & Preston Davis Private Foundation generate?

Revenue data for Hilda & Preston Davis Private Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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