Civic Intelligence

William Harold Davis Foundation Inc

EIN 26-1109293 • Elmira, NY

400 East Water StreetElmira, NY 14901
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

85th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T20 • <$500k nonprofits • Source year 2025

Net Margin

67th percentile

27%

Higher net margin than 67% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Source year 2025

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T20 • <$500k nonprofits • Source year 2025

Asset Growth

90th percentile

60%

Faster asset growth than 90% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

73rd percentile

59%

Faster revenue growth than 73% of similar nonprofits.

NTEE T20 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$67,810

Up $25,312 (+60%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$67,810

Up $25,312 (+60%) from 2024

Operations
Liabilities / Revenue85th percentileNet Margin67th percentile

Revenue

Up

$92,303

Up $34,248 (+59%) from 2024

Expenses

Up

$66,991

Up $6,634 (+11%) from 2024

Net Income

Up

$25,312

Up $27,614 (+1200%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $33,571Liabilities 2011: $0Net Assets 2011: $33,5712011Assets 2012: $68,504Liabilities 2012: $0Net Assets 2012: $68,5042012Assets 2013: $122,877Liabilities 2013: $0Net Assets 2013: $122,8772013Assets 2014: $93,099Liabilities 2014: $0Net Assets 2014: $93,0992014Assets 2015: $82,244Liabilities 2015: $0Net Assets 2015: $82,2442015Assets 2016: $70,261Liabilities 2016: $0Net Assets 2016: $70,2612016Assets 2017: $73,122Liabilities 2017: $0Net Assets 2017: $73,1222017Assets 2018: $87,016Liabilities 2018: $0Net Assets 2018: $87,0162018Assets 2019: $64,438Liabilities 2019: $0Net Assets 2019: $64,4382019Assets 2020: $66,228Liabilities 2020: $0Net Assets 2020: $66,2282020Assets 2021: $55,618Liabilities 2021: $0Net Assets 2021: $55,6182021Assets 2022: $54,836Liabilities 2022: $0Net Assets 2022: $54,8362022Assets 2023: $44,801Liabilities 2023: $0Net Assets 2023: $44,8012023Assets 2024: $42,498Liabilities 2024: $0Net Assets 2024: $42,4982024Assets 2025: $67,810Liabilities 2025: $0Net Assets 2025: $67,8102025

Highlighted filing

2025

Assets$67,810
Liabilities$0
Net Assets$67,810
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2011: $24,3692011Expenses 2012: $47,1582012Expenses 2013: $26,6392013Revenue 2014: $7,969Expenses 2014: $37,747Net Income 2014: -$29,7782014Revenue 2015: $36,603Expenses 2015: $47,458Net Income 2015: -$10,8552015Revenue 2016: $42,981Expenses 2016: $54,840Net Income 2016: -$11,8592016Revenue 2017: $44,602Expenses 2017: $44,441Net Income 2017: $1612017Revenue 2018: $63,813Expenses 2018: $49,919Net Income 2018: $13,8942018Revenue 2019: $19,209Expenses 2019: $41,786Net Income 2019: -$22,5772019Revenue 2020: $40,117Expenses 2020: $38,328Net Income 2020: $1,7892020Revenue 2021: $26,199Expenses 2021: $36,809Net Income 2021: -$10,6102021Revenue 2022: $33,531Expenses 2022: $34,312Net Income 2022: -$7812022Revenue 2023: $52,713Expenses 2023: $62,747Net Income 2023: -$10,0342023Revenue 2024: $58,055Expenses 2024: $60,357Net Income 2024: -$2,3022024Revenue 2025: $92,303Expenses 2025: $66,991Net Income 2025: $25,3122025

Highlighted filing

2025

Revenue$92,303
Expenses$66,991
Net Income$25,312
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,810
Liabilities
$0
Net assets
$67,810
Revenue
$92,303
Expenses
$66,991
Net income
$25,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.92$0.67$0.25
2024Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.58$0.60$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.53$0.63$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.34$0.34$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.26$0.37$0.11
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.40$0.38$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.19$0.42$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.64$0.50$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.45$0.44$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.43$0.55$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.37$0.47$0.11
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.08$0.38$0.30
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.27
2012Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.47
2011Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret R DavisPresident-$0--
Joseph M ValicentiTreasurer-$0--
Jeffrey S NaylorDirector-$0--
Filing and Contact Details

Filer

Filer Name
William Harold Davis Foundation Inc
EIN
26-1109293
Phone
6077342665
Address
400 East Water Street, Elmira, NY 14901

Signing Officer

Name
Joseph M Valicenti
Title
Treasurer
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Valicenti Advisory Services Inc
Address
400 East Water St, Elmira, NY 14901
Preparer
Elizabeth A Zarnoch EA
Phone
6077339022
Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Margaret R Davis
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Joseph M Valicenti
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jeffrey S Naylor
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2400 E Water St
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Camden
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Elmira
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Elmira
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0ME
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd004843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd114901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd214901
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt065400
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt065400
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03 & 4
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Interest and Dividends earned on investments are distributed to various charitable organizations to further their exempt purposes.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1Capital gains earned on investments are distributed to various charitable organizations to further their exempt purposes.
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0400 E Water St
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Elmira
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd014901
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Joseph M Valicenti
IRS990PF/StatementsRegardingActyGrp/PhoneNum06077342665
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Margaret R Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund the spay / neuter program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Che Co Humane Society & SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Independent agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02435 Rt 352
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Elmira
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03278
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt058556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt032533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033290
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0239042
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt062122
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt058556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt029523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt032533
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt062122
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0272332
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0210210
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Margaret R Davis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt010 Arbor Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Camden
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd004843
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt091344
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0557
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0557
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Balance Due
TaxesSchedule/TaxesDetail/CategoryTxt1NYS Char 500
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph M Valicenti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William Harold Davis Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0261109293
ReturnHeader/Filer/PhoneNum06077342665
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 East Water Street
ReturnHeader/Filer/USAddress/CityNm0Elmira
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014901
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161268242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Valicenti Advisory Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 East Water St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elmira
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014901
ReturnHeader/PreparerPersonGrp/PhoneNum06077339022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth A Zarnoch EA
ReturnHeader/ReturnTs02025-05-06T13:51:37-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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