Ud M Davis For W Davis Mem Fdn
Ud M Davis For W Davis Mem Fdn consistently spends more than it earns, drawing on substantial assets, with no reported officer compensation.
EIN: 136138067 · Dallas, TX · NTEE: T22 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $8.4M |
| Total Expenses | $2.6M |
| Program Spending | 90% |
| CEO/Top Officer Pay | $30 |
| Net Assets | $34.9M |
| Transparency Score | 85/100 |
Is Ud M Davis For W Davis Mem Fdn Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Ud M Davis For W Davis Mem Fdn directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Ud M Davis For W Davis Mem Fdn
Ud M Davis For W Davis Mem Fdn (EIN: 136138067) is a nonprofit organization based in Dallas, TX, classified under NTEE code T22. The organization reported total revenue of $8.4M and total assets of $33.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ud M Davis For W Davis Mem Fdn's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Ud M Davis For W Davis Mem Fdn is a mid-size nonprofit that has been operating for 21 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of -0.7%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.4M |
| Total Expenses | $2.6M |
| Surplus / Deficit | $-1,266,946 |
| Total Assets | $34.9M |
| Total Liabilities | $1 |
| Net Assets | $34.9M |
| Operating Margin | -93.1% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 159.2 months |
Financial Health Grade: B
In 2023, Ud M Davis For W Davis Mem Fdn reported a deficit of $1.3M with expenses exceeding revenue, holds 159.2 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), Ud M Davis For W Davis Mem Fdn's revenue has declined at a compound annual growth rate (CAGR) of -0.7%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -50.8% | -28.1% | -3.5% |
| 2022 | -27.2% | +16.8% | -2.5% |
| 2021 | +137.5% | +0.3% | +1.8% |
| 2020 | -30.6% | +16.9% | -3.9% |
| 2019 | -45.7% | +1.0% | +2.4% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2005 |
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 Ud M Davis For W Davis Mem Fdn with a Mission Score of 85 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, Ud M Davis For W Davis Mem Fdn 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 $1.3M, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is reported as 0% across all available filings, indicating that the organization's leadership is either unpaid or compensated through other means not categorized as officer compensation, which is highly unusual for an organization with assets exceeding $30 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 Ud M Davis For W Davis Mem Fdn's IRS 990 filings:
- Consistent operating deficits (expenses exceeding revenue) in recent years, potentially unsustainable long-term without asset growth.
- Unusually low or zero reported officer compensation for an organization of this asset size, which could indicate non-standard compensation structures or a fully volunteer board.
Strengths
The following positive indicators were identified for Ud M Davis For W Davis Mem Fdn:
- Very strong asset base ($34,853,569 in 202312) providing financial stability.
- Extremely low liabilities (often $1), indicating minimal debt and strong financial health.
- No reported officer compensation, suggesting a high dedication of resources to the mission rather than executive salaries.
- Consistent IRS 990 filing history, demonstrating good transparency and compliance.
Frequently Asked Questions about Ud M Davis For W Davis Mem Fdn
Is Ud M Davis For W Davis Mem Fdn a legitimate charity?
Ud M Davis For W Davis Mem Fdn (EIN: 136138067) is a registered tax-exempt nonprofit based in Texas. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $8.4M. 2 red flags identified. 4 strengths noted. Financial health grade: B.
How does Ud M Davis For W Davis Mem Fdn spend its money?
Ud M Davis For W Davis Mem Fdn directs 90% of its spending to programs and services. This exceeds the 65% industry benchmark.
Are donations to Ud M Davis For W Davis Mem Fdn tax-deductible?
Ud M Davis For W Davis Mem Fdn is registered as a tax-exempt nonprofit (EIN: 136138067). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How much does the Ud M Davis For W Davis Mem Fdn CEO make?
Ud M Davis For W Davis Mem Fdn's highest-compensated officer earns $30 annually. The organization reported $8.4M in total revenue. Executive compensation data is disclosed in IRS 990 filings.
How does Ud M Davis For W Davis Mem Fdn compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Ud M Davis For W Davis Mem Fdn is above average for NTEE category T22 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Ud M Davis For W Davis Mem Fdn located?
Ud M Davis For W Davis Mem Fdn is headquartered in Dallas, Texas and files with the IRS under EIN 136138067. It is classified under NTEE code T22.
How many years of IRS 990 filings does Ud M Davis For W Davis Mem Fdn have?
Ud M Davis For W Davis Mem Fdn 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 $8.4M in total revenue.
How does Ud M Davis For W Davis Mem Fdn sustain its operations given consistent revenue deficits?
The organization sustains its operations by drawing upon its substantial asset base, which stood at $34,853,569 in 202312. While expenses have exceeded revenue in recent periods, the large endowment allows for continued funding of its mission.
What is the nature of the 'Officer Comp=0%' reporting across all filings?
The consistent reporting of 0% for officer compensation suggests that the organization's leadership may be entirely volunteer-based, or that compensation is structured in a way that it is not reported under this specific line item on the IRS 990, which warrants further investigation for full transparency.
Is the organization's asset base declining significantly due to spending deficits?
While there has been a slight decline in assets from a peak of $37,816,337 in 201912 to $34,853,569 in 202312, the decline is not precipitous given the scale of the assets and the operating deficits. This suggests a managed draw-down or investment performance offsetting some of the operational shortfalls.
Filing History
IRS 990 filing history for Ud M Davis For W Davis Mem Fdn showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), Ud M Davis For W Davis Mem Fdn's revenue has declined by 8%, moving from $1.5M to $1.4M. Total assets increased by 4.2% over the same period, from $33.4M to $34.9M. Total functional expenses rose by 34.4%, from $2.0M to $2.6M. In its most recent filing year (2023), Ud M Davis For W Davis Mem Fdn reported a deficit of $1.3M, with expenses exceeding revenue. The organization holds $1 in liabilities against $34.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $34.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.4M | $2.6M | $34.9M | $1 | — | View 990 |
| 2022 | $2.8M | $3.7M | $36.1M | $1 | — | View 990 |
| 2021 | $3.8M | $3.1M | $37.0M | $1 | — | View 990 |
| 2020 | $1.6M | $3.1M | $36.3M | $1 | — | View 990 |
| 2019 | $2.3M | $2.7M | $37.8M | $1 | — | View 990 |
| 2015 | $4.2M | $2.6M | $36.9M | $0 | — | View 990 |
| 2014 | $3.4M | $2.6M | $35.3M | $1 | — | View 990 |
| 2013 | $2.5M | $2.3M | $34.8M | $0 | — | View 990 |
| 2012 | $2.9M | $2.1M | $34.3M | $0 | — | View 990 |
| 2011 | $1.5M | $2.0M | $33.4M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.4M, expenses of $2.6M, and assets of $34.9M (revenue -50.8% year-over-year).
- 2022: Revenue of $2.8M, expenses of $3.7M, and assets of $36.1M (revenue -27.2% year-over-year).
- 2021: Revenue of $3.8M, expenses of $3.1M, and assets of $37.0M (revenue +137.5% year-over-year).
- 2020: Revenue of $1.6M, expenses of $3.1M, and assets of $36.3M (revenue -30.6% year-over-year).
- 2019: Revenue of $2.3M, expenses of $2.7M, and assets of $37.8M (revenue -45.7% year-over-year).
- 2015: Revenue of $4.2M, expenses of $2.6M, and assets of $36.9M (revenue +23.5% year-over-year).
- 2014: Revenue of $3.4M, expenses of $2.6M, and assets of $35.3M (revenue +36.1% year-over-year).
- 2013: Revenue of $2.5M, expenses of $2.3M, and assets of $34.8M (revenue -12.6% year-over-year).
- 2012: Revenue of $2.9M, expenses of $2.1M, and assets of $34.3M (revenue +95.3% year-over-year).
- 2011: Revenue of $1.5M, expenses of $2.0M, and assets of $33.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Ud M Davis For W Davis Mem Fdn:
Data Sources and Methodology
This transparency report for Ud M Davis For W Davis Mem Fdn 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.