TPhilanthropy, Voluntarism & GrantmakingEIN: 306407520· Ruling Year: 2014

George And Wendy David Fund

Farmington, Connecticut

B-Health Score
46B-

Financial Health Score

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

Average

How This Organization Compares

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

Working Capital Ratio (net assets ÷ expenses)

This Org2.22×
Peer Median18.82×
💰
$275K
Total Revenue
📊
$1.6M
Total Expenses
🏦
$3.5M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-18.2%
Year-over-year change (2022 → 2023)
Net Margin
-480.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
2.22
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

8 filings on record
YearRevenueExpensesAssets
2023$274,91318%$1,595,18711%$3,540,84921%
2022$336,02673%$1,431,36331%$4,474,41840%
2021$1,228,31896%$2,089,158108%$7,481,82817%
2020$626,32693%$1,003,73546%$9,060,2725%
2019$323,766242%$1,859,894219%$8,613,9336%
2015-$227,942233%$583,70216%$9,116,74914%
2014$171,69398%$691,130964%$10,622,3356%
2013$11,103,635$64,958$11,251,427

Frequently Asked Questions

What does George And Wendy David Fund do?

George And Wendy David Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in Connecticut. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is George And Wendy David Fund financially healthy?

Based on our 9-metric Financial Health Score model, George And Wendy David Fund has a score of 46/100 (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 George And Wendy David Fund generate?

Revenue data for George And Wendy David Fund is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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