Davies Ellis Tr
Davies Ellis Tr maintains strong assets and no officer compensation, with recent revenue surge requiring further context.
EIN: 206107035 · Evansville, IN · NTEE: B82 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $921K |
| Total Expenses | $131K |
| Program Spending | 90% |
| CEO/Top Officer Pay | $2 |
| Net Assets | $2.0M |
| Transparency Score | 90/100 |
Is Davies Ellis Tr Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Davies Ellis Tr directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Davies Ellis Tr
Davies Ellis Tr (EIN: 206107035) is a nonprofit organization based in Evansville, IN, classified under NTEE code B82. The organization reported total revenue of $921K and total assets of $2.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Davies Ellis Tr's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Davies Ellis Tr is a small nonprofit that has been operating for 22 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $103K |
| Total Expenses | $131K |
| Surplus / Deficit | $-28,164 |
| Total Assets | $2.0M |
| Total Liabilities | $1 |
| Net Assets | $2.0M |
| Operating Margin | -27.4% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 183.8 months |
Financial Health Grade: B
In 2023, Davies Ellis Tr reported a deficit of $28K with expenses exceeding revenue, holds 183.8 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), Davies Ellis Tr's revenue has declined at a compound annual growth rate (CAGR) of -0.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -32.2% | -3.3% | -1.4% |
| 2022 | +8.4% | +49.6% | +0.8% |
| 2021 | -40.5% | +16.0% | +2.5% |
| 2020 | +360.2% | -30.2% | +8.7% |
| 2019 | -66.9% | -20.8% | +0.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2100 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Davies Ellis Tr with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Davies Ellis Tr allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. 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:
- The organization reported a deficit of $28K, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that leadership is likely volunteer-based, which is highly efficient for an organization of its size with assets over $2 million.
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 Davies Ellis Tr's IRS 990 filings:
- Significant discrepancy between 'Latest Revenue' and most recent detailed filing revenue ($920,648 vs $102,765) requires clarification.
Strengths
The following positive indicators were identified for Davies Ellis Tr:
- Consistent 0% officer compensation, indicating volunteer leadership and efficient use of funds.
- Strong asset base with consistent growth, reaching $2,207,528.
- Minimal liabilities ($1 across most filings), demonstrating excellent financial stability.
- Long history of IRS 990 filings (10 filings), indicating consistent compliance and transparency.
Frequently Asked Questions about Davies Ellis Tr
Is Davies Ellis Tr a legitimate charity?
Based on AI analysis of IRS 990 filings, Davies Ellis Tr (EIN: 206107035) some concerns. Mission Score: 90/100. 1 red flag identified, 4 strengths noted.
How does Davies Ellis Tr spend its money?
Davies Ellis Tr directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Davies Ellis Tr tax-deductible?
Davies Ellis Tr is registered as a tax-exempt nonprofit (EIN: 206107035). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Davies Ellis Tr CEO make?
Davies Ellis Tr's highest-compensated officer earns $2 annually. The organization reported $921K in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Davies Ellis Tr compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Davies Ellis Tr is above average for NTEE category B82 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Davies Ellis Tr located?
Davies Ellis Tr is headquartered in Evansville, Indiana and files with the IRS under EIN 206107035. It is classified under NTEE code B82.
How many years of IRS 990 filings does Davies Ellis Tr have?
Davies Ellis Tr has 10 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 $921K in total revenue.
What is the source of the 'Latest Revenue' of $920,648, given that the 202312 filing shows only $102,765?
The provided data indicates a 'Latest Revenue' of $920,648, which is significantly higher than any revenue reported in the detailed filing history. For example, the 202312 filing shows revenue of $102,765. This discrepancy suggests that the 'Latest Revenue' figure might be from a different period or represents a unique, large influx of funds not reflected in the most recent detailed 990. Further investigation into the specific filing period for this $920,648 revenue would be necessary to understand its source and impact.
How does Davies Ellis Tr manage to operate with 0% officer compensation?
The consistent reporting of 0% officer compensation across all ten filings suggests that the organization's leadership, including its officers, are volunteers. This is a highly efficient model for a nonprofit, as it directs more funds towards its mission rather than administrative salaries.
What is the primary program activity of Davies Ellis Tr, given its NTEE code B82?
The NTEE code B82 corresponds to 'Other Education Programs'. This suggests that Davies Ellis Tr is involved in various educational initiatives, though the specific nature of these programs would require reviewing the full 990 forms for program service accomplishments.
Filing History
IRS 990 filing history for Davies Ellis Tr showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Davies Ellis Tr's revenue has declined by 1.3%, moving from $104K to $103K. Total assets increased by 15% over the same period, from $1.7M to $2.0M. Total functional expenses rose by 10.2%, from $119K to $131K. In its most recent filing year (2023), Davies Ellis Tr reported a deficit of $28K, with expenses exceeding revenue. The organization holds $1 in liabilities against $2.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $2.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $103K | $131K | $2.0M | $1 | — | View 990 |
| 2022 | $152K | $135K | $2.0M | $1 | — | View 990 |
| 2021 | $140K | $90K | $2.0M | $1 | — | — |
| 2020 | $235K | $78K | $2.0M | $1 | — | — |
| 2019 | $51K | $112K | $1.8M | $1 | — | View 990 |
| 2015 | $154K | $141K | $1.8M | $0 | — | View 990 |
| 2014 | $189K | $131K | $1.8M | $1 | — | View 990 |
| 2013 | $179K | $191K | $1.7M | $1 | — | View 990 |
| 2012 | $124K | $122K | $1.7M | $1 | — | View 990 |
| 2011 | $104K | $119K | $1.7M | $1 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $103K, expenses of $131K, and assets of $2.0M (revenue -32.2% year-over-year).
- 2022: Revenue of $152K, expenses of $135K, and assets of $2.0M (revenue +8.4% year-over-year).
- 2021: Revenue of $140K, expenses of $90K, and assets of $2.0M (revenue -40.5% year-over-year).
- 2020: Revenue of $235K, expenses of $78K, and assets of $2.0M (revenue +360.2% year-over-year).
- 2019: Revenue of $51K, expenses of $112K, and assets of $1.8M (revenue -66.9% year-over-year).
- 2015: Revenue of $154K, expenses of $141K, and assets of $1.8M (revenue -18.2% year-over-year).
- 2014: Revenue of $189K, expenses of $131K, and assets of $1.8M (revenue +5.4% year-over-year).
- 2013: Revenue of $179K, expenses of $191K, and assets of $1.7M (revenue +44.2% year-over-year).
- 2012: Revenue of $124K, expenses of $122K, and assets of $1.7M (revenue +19.1% year-over-year).
- 2011: Revenue of $104K, expenses of $119K, and assets of $1.7M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Davies Ellis Tr:
Data Sources and Methodology
This transparency report for Davies Ellis Tr 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.