William Harold Davis Foundation Inc.

990PF • Fiscal year 2021 • EIN 26-1109293

Apr 01, 2020 to Mar 31, 2021 • Filed on Jul 21, 2021

Organization Profile

400 East Water StreetElmira, NY 14901

(607) 734-2665

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

0.00x

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

-40%

Higher net margin than 26% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Higher top officer pay than 92% of similar nonprofits.

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

-16%

Faster asset growth than 20% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

-35%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets72nd percentile

Assets

Down

$55,618

Down $10,610 (-16%) from 2020

Net Assets

Down

$55,618

Down $10,610 (-16%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue70th percentile Net Margin26th percentile

Revenue

Down

$26,199

Down $13,918 (-35%) from 2020

Expenses

Down

$36,809

Down $1,519 (-4.0%) from 2020

Net Income

Down

-$10,610

Down $12,399 (-693%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2021

Assets$55,618

Liabilities$0

Net Assets$55,618

Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2021

Revenue$26,199

Expenses$36,809

Net Income-$10,610

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2020 to Mar 31, 2021
Signed: Jul 21, 2021
Return Version: 2020v4.0

Compensation and Service Providers

Top Officer Pay92nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Margaret R Davis	President	-	$0	-	-
Vincent R Valicenti	Director	-	$0	-	-
Joseph M Valicenti	Secretary	-	$0	-	-
Jeffrey S Naylor	Director	-	$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: 2021-07-21
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

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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/SupplementaryInformationGrp/ContributingManagerNm	0	Margaret R Davis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	31677
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	2400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	1200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	To fund the spay / neuter program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	Che Co Humane Society & SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	0	Watershed School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	Childfund International
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	Independent agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	Independent agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	Independent agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2435 Rt 352
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	32 Washington Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	2821 Emerywood Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Elmira
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Camden
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Richmond
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	14903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	04843
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	23294
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	35277
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2744
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	2744
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	33290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	36600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	45526
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	39959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	49662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	49662
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	187908
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	32533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	33290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	36600
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	45526
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	39959
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	35277
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	32533
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	237570
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	205037
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	Margaret R Davis
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	10 Arbor Way
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	Camden
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	04843
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	25000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	UPS Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	569
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	569
TaxesSchedule/TaxesDetail/Amt	0	37
TaxesSchedule/TaxesDetail/Amt	1	6
TaxesSchedule/TaxesDetail/Amt	2	50
TaxesSchedule/TaxesDetail/CategoryTxt	0	Federal Balance Due
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt	2	NYS Char 500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd	0	FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Joseph M Valicenti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2021-07-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	William Harold Davis Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt	0	WILL
ReturnHeader/Filer/EIN	0	261109293
ReturnHeader/Filer/PhoneNum	0	6077342665
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	400 East Water Street
ReturnHeader/Filer/USAddress/CityNm	0	Elmira
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NY
ReturnHeader/Filer/USAddress/ZIPCd	0	14901
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	161268242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Valicenti Advisory Services Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	400 East Water St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Elmira
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	14901
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6077339022
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Elizabeth A Zarnoch EA
ReturnHeader/ReturnTs	0	2021-07-21T09:35:15-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	Joseph M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	Valicenti
ReturnHeader/TaxPeriodBeginDt	0	2020-04-01
ReturnHeader/TaxPeriodEndDt	0	2021-03-31
ReturnHeader/TaxYr	0	2020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $55,618
Liabilities: $0
Net assets: $55,618
Revenue: $26,199
Expenses: $36,809
Net income: -$10,610

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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