TPhilanthropy, Voluntarism & GrantmakingEIN: 943402266· Ruling Year: 2001

The Leonard And Sophie Davis Fund

San Francisco, California

B-Health Score
54B-

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 Org9.03×
Peer Median18.82×
💰
$17.3M
Total Revenue
📊
$21.6M
Total Expenses
🏦
$195.0M
Net Assets
📋
$1
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-15.0%
Year-over-year change (2022 → 2023)
Net Margin
-24.9%
Revenue minus expenses as % of revenue
Working Capital Ratio
9.03
Net assets divided by total expenses
Liabilities-to-Assets
0.0%
Total liabilities as % of total assets

Filing History

11 filings on record
YearRevenueExpensesAssets
2023$17,289,44515%$21,589,3345%$194,971,7826%
2022$20,338,37342%$22,693,51116%$183,885,71419%
2021$35,284,8033648%$19,642,51422291%$227,558,47820%
2020$941,53795%$87,725100%$189,672,9605%
2020$19,022,9563%$20,770,028109%$181,442,219
2019$18,434,3648%$9,927,0119%$180,629,59442%
2015$17,002,02414%$9,105,47211%$126,917,593
2014$14,892,21811%$8,186,72634%$126,602,7007%
2013$13,457,20042%$6,113,09537%$118,108,79728%
2012$9,446,08620%$4,462,23110%$92,073,39012%
2011$11,824,959$4,057,269$82,362,077

Frequently Asked Questions

What does The Leonard And Sophie Davis Fund do?

The Leonard And Sophie Davis Fund is a philanthropy, voluntarism & grantmaking nonprofit organization based in California. It is classified under NTEE code T21 and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Leonard And Sophie Davis Fund financially healthy?

Based on our 9-metric Financial Health Score model, The Leonard And Sophie Davis Fund has a score of 54/100 (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 The Leonard And Sophie Davis Fund generate?

Revenue data for The Leonard And Sophie Davis Fund is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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