Civic Intelligence

William Harold Davis Foundation Inc.

990PF • Fiscal year 2023 • EIN 26-1109293

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 17, 2023

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.

Liabilities / Assets

72nd percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

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

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Net Margin

42nd percentile

-19%

Higher net margin than 42% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

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.

2023 filings • NTEE T20 • <$500k nonprofits • Source year 2023

Asset Growth

28th percentile

-18%

Faster asset growth than 28% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

57%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • NTEE T20 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$44,801

Down $10,035 (-18%) from 2022

Net Assets

Down

$44,801

Down $10,035 (-18%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin42nd percentile

Revenue

Up

$52,713

Up $19,182 (+57%) from 2022

Expenses

Up

$62,747

Up $28,435 (+83%) from 2022

Net Income

Down

-$10,034

Down $9,253 (-1185%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2023

Assets$44,801
Liabilities$0
Net Assets$44,801
Open 2023 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$52,713
Expenses$62,747
Net Income-$10,034
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret R DavisPresident-$0--
Joseph M ValicentiTreasurer-$0--
Jeffrey S NaylorDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantChe Co Humane Society & SPCATo fund the spay / neuter programPublicElmira, NY, US$58,886
Paid Grant-General OperationsPCCamden, ME, US$2,400
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
2023-07-17
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/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/Amt058886
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund the spay / neuter program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Che Co Humane Society & SPCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Watershed School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0Independent agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1Independent agency
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02435 Rt 352
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt132 Washington Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Elmira
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Camden
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1ME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd014903
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd104843
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt061286
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/AppliedToCurrentYearAmt02730
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02730
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032533
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033290
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt036600
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt045526
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt045526
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0190502
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt058556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt029523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032533
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt033290
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt036600
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt061286
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt058556
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0236028
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0177472
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0UPS Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0522
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0522
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Balance Due
TaxesSchedule/TaxesDetail/CategoryTxt1NYS Char 500
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph M Valicenti
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-17
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/ReturnTs02023-07-17T09:02:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Joseph M
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Valicenti
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,801
Liabilities
$0
Net assets
$44,801
Revenue
$52,713
Expenses
$62,747
Net income
-$10,034
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