Chuck And Marna Davis Foundation

Chuck And Marna Davis Foundation reports substantial revenue and asset growth with minimal expenses and no officer compensation.

EIN: 133437924 · Key Largo, FL · Updated: 2026-03-28

$69.2MRevenue
$148.6MAssets
60/100Mission Score (Good)
Chuck And Marna Davis Foundation Financial Summary
MetricValue
Total Revenue$69.2M
Total Expenses$1.7M
Program Spending90%
Net Assets$42.2M
Transparency Score60/100

Search Intent Cockpit

Chuck And Marna Davis Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

Chuck And Marna Davis Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Chuck And Marna Davis Foundation in one place.

Form 990 Filing Summary

9 filing years are available, with latest revenue of $45.6M and expenses of $1.7M.

Revenue and Expenses

Chuck And Marna Davis Foundation reported $45.6M in revenue and $1.7M in expenses, a surplus of $43.8M.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

60/100 mission score, 4 red flags, and 3 strengths are shown from structured and AI review.

Is Chuck And Marna Davis Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
4 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
90%Program Expense
$0Grants Paid
9Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Chuck And Marna Davis Foundation Expense Deployment
Program services$1.6M (90%)

Across stored filings, Chuck And Marna Davis Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Chuck And Marna Davis Foundation Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacySome ConcernsGood filing record; 4 red flags identified
Mission spend90% to programsExcellent
Financial durabilityGrade A9 stored filing years
Peer contextCompare with Cornelia Warren Community Assn IncFlorida and category context

Trust Check

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90% of spending goes to programs.

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Chuck And Marna Davis Foundation directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Chuck And Marna Davis Foundation

Chuck And Marna Davis Foundation (EIN: 133437924) is a nonprofit organization based in Key Largo, FL. The organization reported total revenue of $69.2M and total assets of $148.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Chuck And Marna Davis Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

38Years Operating
MajorSize Classification
9Years of Filings
MixedRevenue Trajectory

Chuck And Marna Davis Foundation is a major nonprofit that has been operating for 38 years, with 9 years of IRS 990 filings on record (2012–2023). Revenue has grown at a compound annual rate of 46.9%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$45.6M
Total Expenses$1.7M
Surplus / Deficit+$43.8M
Total Assets$42.2M
Total Liabilities$1
Net Assets$42.2M
Operating Margin96.2%
Debt-to-Asset Ratio0.0%
Months of Reserves291.4 months

Financial Health Grade: A

In 2023, Chuck And Marna Davis Foundation reported a surplus of $43.8M with revenue exceeding expenses, holds 291.4 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 9 years of filings (2012–2023), Chuck And Marna Davis Foundation's revenue has grown at a compound annual growth rate (CAGR) of 46.9%.

YearRevenue ChangeExpense ChangeAsset Change
2023+1096.7%+36.9%+1906.3%
2022+472.7%-1.3%+43.6%
2021-0.2%+10.5%-29.8%
2020+0.5%+49.7%+18.6%
2016+-0.0%+41.9%-6.1%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1988

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The Chuck And Marna Davis Foundation demonstrates a highly unusual financial profile, characterized by extremely low reported expenses relative to its substantial revenue and assets. For instance, in 2023, the foundation reported revenue of $45,575,186 but only $1,738,031 in expenses, suggesting a primary function of asset accumulation or significant grant-making not fully captured in the 'expenses' line item. The consistent reporting of $1 in liabilities across multiple years (2020-2023) is also highly atypical for an organization of this financial scale and warrants further investigation into its accounting practices. The absence of reported officer compensation across all filings indicates either a fully volunteer-run leadership or compensation being reported in a different category, which could impact transparency regarding administrative costs. The foundation's financial health appears robust in terms of asset growth, with assets increasing from $1,485,270 in 2012 to $42,205,915 in 2023. However, without a detailed breakdown of program spending versus administrative and fundraising costs, it's challenging to assess spending efficiency accurately. The significant disparity between revenue and expenses, particularly in recent years, suggests that a large portion of incoming funds is not immediately disbursed or spent on operational activities, which is common for private foundations focused on endowment growth and future grant-making. However, the lack of detailed expense categories in the provided data limits a comprehensive assessment of its spending efficiency and program focus. Transparency is a concern due to the unusual financial reporting, such as the consistent $1 liability and zero officer compensation for an organization managing tens of millions in revenue and assets. While the foundation files its IRS 990s, the high-level summary provided here doesn't offer enough detail to fully understand its operational model and how its substantial resources are ultimately deployed for charitable purposes. A deeper dive into the full 990 forms, particularly Schedule B (Schedule of Contributors) and Schedule I (Grants and Other Assistance to Organizations, Governments, and Individuals), would be necessary to fully understand its program activities and grant distribution.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Chuck And Marna Davis Foundation with a Mission Score of 60 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 90%
  • fundraising: 5%

According to IRS 990 filings, Chuck And Marna Davis Foundation allocates its expenses as follows: admin: 5%, programs: 90%, fundraising: 5%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$45.6MTotal Revenue
$1.7MTotal Expenses
$42.2MTotal Assets
$1Total Liabilities
$42.2MNet Assets
  • The organization reported a surplus of $43.8M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, which is highly unusual for an entity managing tens of millions in revenue and assets, suggesting either a fully volunteer leadership or compensation being reported under other expense categories.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Chuck And Marna Davis Foundation's IRS 990 filings:

  • Extremely low expenses relative to revenue and assets, particularly in recent years (e.g., $45.5M revenue vs. $1.7M expenses in 2023).
  • Consistent reporting of $1 in liabilities across multiple years (2020-2023), which is highly unusual.
  • 0% reported officer compensation despite significant financial activity, raising questions about leadership structure and true administrative costs.
  • Lack of detailed expense breakdown in the provided data makes it difficult to assess program efficiency.

Strengths

The following positive indicators were identified for Chuck And Marna Davis Foundation:

  • Significant asset growth over time, from $1.4M in 2012 to $42.2M in 2023, indicating strong financial accumulation.
  • Substantial revenue generation, with a peak of $45.5M in 2023, suggesting strong funding capacity.
  • Consistent filing of IRS 990 forms, indicating compliance with reporting requirements.

Frequently Asked Questions about Chuck And Marna Davis Foundation

Is Chuck And Marna Davis Foundation a legitimate charity?

Chuck And Marna Davis Foundation (EIN: 133437924) is a registered tax-exempt nonprofit based in Florida. Our AI analysis gives it a Mission Score of 60/100. It has 9 years of IRS 990 filings on record. Total revenue: $69.2M. 4 red flags identified. 3 strengths noted. Financial health grade: A.

How does Chuck And Marna Davis Foundation spend its money?

Chuck And Marna Davis Foundation directs 90% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to Chuck And Marna Davis Foundation tax-deductible?

Chuck And Marna Davis Foundation is registered as a tax-exempt nonprofit (EIN: 133437924). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Chuck And Marna Davis Foundation's spending goes to programs?

Chuck And Marna Davis Foundation directs 90% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Chuck And Marna Davis Foundation located?

Chuck And Marna Davis Foundation is headquartered in Key Largo, Florida and files with the IRS under EIN 133437924.

How many years of IRS 990 filings does Chuck And Marna Davis Foundation have?

Chuck And Marna Davis Foundation has 9 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $69.2M in total revenue.

How does the foundation utilize the vast difference between its revenue and expenses, such as the $45,575,186 revenue vs. $1,738,031 expenses in 2023?

The significant difference likely indicates that the foundation is primarily accumulating assets or making substantial grants that are not fully captured in the 'expenses' line item provided. Further review of the full 990, specifically Schedule I (Grants and Other Assistance), would clarify its grant-making activities.

Why does the foundation consistently report $1 in liabilities across multiple years (2020-2023)?

Reporting $1 in liabilities is highly unusual for an organization of this size and suggests a potential anomaly in financial reporting or a specific accounting practice that requires further investigation into the detailed financial statements.

Who are the beneficiaries of the foundation's activities, given the lack of detailed program spending information?

Without detailed program spending or grant recipient information, it is impossible to determine the specific beneficiaries. A review of Schedule I (Grants and Other Assistance) in the full 990 would provide this crucial information.

How does the foundation operate without any reported officer compensation?

The absence of reported officer compensation suggests either a fully volunteer-led organization or that compensation for key personnel is being reported under different expense categories, which could obscure administrative costs.

Filing History

IRS 990 filing history for Chuck And Marna Davis Foundation showing financial trends over 9 years of public records:

Over 9 years of IRS 990 filings (2012–2023), Chuck And Marna Davis Foundation's revenue has grown by 6770.4%, moving from $663K to $45.6M. Total assets increased by 2741.6% over the same period, from $1.5M to $42.2M. Total functional expenses rose by 157.9%, from $674K to $1.7M. In its most recent filing year (2023), Chuck And Marna Davis Foundation reported a surplus of $43.8M, with revenue exceeding expenses. The organization holds $1 in liabilities against $42.2M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $42.2M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $45.6M $1.7M $42.2M $1 View 990
2022 $3.8M $1.3M $2.1M $1 View 990
2021 $665K $1.3M $1.5M $1 View 990
2020 $666K $1.2M $2.1M $1 View 990
2016 $663K $777K $1.8M $0 View 990
2015 $663K $548K $1.9M $0 View 990
2014 $654K $493K $1.8M $0 View 990
2013 $663K $552K $1.6M $0 View 990
2012 $663K $674K $1.5M $0 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $45.6M, expenses of $1.7M, and assets of $42.2M (revenue +1096.7% year-over-year).
  • 2022: Revenue of $3.8M, expenses of $1.3M, and assets of $2.1M (revenue +472.7% year-over-year).
  • 2021: Revenue of $665K, expenses of $1.3M, and assets of $1.5M (revenue -0.2% year-over-year).
  • 2020: Revenue of $666K, expenses of $1.2M, and assets of $2.1M (revenue +0.5% year-over-year).
  • 2016: Revenue of $663K, expenses of $777K, and assets of $1.8M (revenue +-0.0% year-over-year).
  • 2015: Revenue of $663K, expenses of $548K, and assets of $1.9M (revenue +1.4% year-over-year).
  • 2014: Revenue of $654K, expenses of $493K, and assets of $1.8M (revenue -1.5% year-over-year).
  • 2013: Revenue of $663K, expenses of $552K, and assets of $1.6M (revenue +-0.0% year-over-year).
  • 2012: Revenue of $663K, expenses of $674K, and assets of $1.5M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Chuck And Marna Davis Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Chuck And Marna Davis Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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