Civic Intelligence

Albert Rees Davis Endowment Fund Inc.

990 • Fiscal year 2025 • EIN 34-6520102

May 01, 2024 to Apr 30, 2025 • Filed on Sep 15, 2025

Organization ProfileARDENDOWMENT.ORG
6755 Duneden AveSolon, OH 44139

(440) 488-9260

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

98th percentile

81%

Higher net margin than 98% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2025 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

63rd percentile

8.8%

Faster asset growth than 63% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

2025 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$997,843

Up $80,494 (+8.8%) from 2024

Net Assets

Up

$997,843

Up $80,494 (+8.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin98th percentile

Revenue

Up

$131,492

Up $17,753 (+16%) from 2024

Expenses

Down

$24,609

Down $5,236 (-18%) from 2024

Net Income

Up

$106,883

Up $22,989 (+27%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$1.0M$500K$0Assets 2021: $618,972Liabilities 2021: $0Net Assets 2021: $618,9722021Assets 2022: $561,181Liabilities 2022: $0Net Assets 2022: $561,1812022Assets 2023: $738,708Liabilities 2023: $0Net Assets 2023: $738,7082023Assets 2024: $917,349Liabilities 2024: $0Net Assets 2024: $917,3492024Assets 2025: $997,843Liabilities 2025: $0Net Assets 2025: $997,8432025

Highlighted filing

2025

Assets$997,843
Liabilities$0
Net Assets$997,843
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$100K$0-$100KRevenue 2021: $17,221Expenses 2021: $11,154Net Income 2021: $6,0672021Revenue 2022: $10,762Expenses 2022: $29,497Net Income 2022: -$18,7352022Revenue 2023: $197,394Expenses 2023: $45,130Net Income 2023: $152,2642023Revenue 2024: $113,739Expenses 2024: $29,845Net Income 2024: $83,8942024Revenue 2025: $131,492Expenses 2025: $24,609Net Income 2025: $106,8832025

Highlighted filing

2025

Revenue$131,492
Expenses$24,609
Net Income$106,883
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Gross Receipts
$351,658
Mission and Program Overview

Mission

To contribute funds to assist in educational and charitable activities of all kinds related to the field of music and particularly male choruses and to assist students of music by means of scholarships

Support for charitable and educational music activities particularly male choruses and support of music student scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$806,155$985,431▲ $179,276
Cash and Non-Interest-Bearing Accounts$105,885$6,939▼ $98,946
Investments Other Securities$5,309$5,473▲ $164
Total Assets$917,349$997,843▲ $80,494
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$544,043$613,756▲ $69,713
Net Assets With Donor Restrictions$373,306$384,087▲ $10,781
Total Net Assets Fund Balance$917,349$997,843▲ $80,494
Total Liabilities and Net Assets / Fund Balance$917,349$997,843▲ $80,494
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Joseph L WiltsiePresident
Chip CoakleyDirector
Scott LewisDirector
Scott T HarrisonSecretary
Steven P MuirTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,200
Program Service Revenue
$0
Investment Income
$127,292
Other Revenue
$0
All Other Contributions
$4,200
Change in Net Assets
$106,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,992
Other Expenses$3,617
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,992--$20,992
Advertising$1,250--$1,250
Information Technology$617--$617
Other Expenses$200--$200
Total Functional Expenses$24,609$0$0$24,609
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SINGERS' CLUB OF CLEVELANDCleveland Heights, OH-To Assist in Charitable Activities Related to the Field of Music$20,992
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Minutes of every board meeting are prepared after each board meeting and approved at the next meeting”

Form 990, Part VI, Section B, Line 11B

“The tax return is reviewed at the next board meeting after filing.”

Form 990, Part VI, Section C, Line 19

“None of these items were made available to the public”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“Joseph l wiltsie - 1740 forest drive, medina, oh 44256. Scott t harrison - 8393 bella drive, macedonia, oh 44056. Scott lewis - 3909 brainard road, beachwood, oh 44122.”

Filing and Contact Details

Filer

Filer Name
Albert Rees Davis Endowment Fund Inc
EIN
34-6520102
Phone
4404889260
Address
6755 DUNEDEN AVE, SOLON, OH 44139

Signing Officer

Name
Steven Muir
Title
Treasurer
Phone
4404889260
Signed
2025-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven Muir
Formed
1960
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Stefanek Regalbuto LLC
Address
6150 PARKLAND BLVD SUITE 200, MAYFIELD HEIGHTS, OH 44124
Phone
4405833990
Raw XML Appendix323 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED AT THE NEXT BOARD MEETING AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NONE OF THESE ITEMS WERE MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3JOSEPH L WILTSIE - 1740 FOREST DRIVE, MEDINA, OH 44256. SCOTT T HARRISON - 8393 BELLA DRIVE, MACEDONIA, OH 44056. SCOTT LEWIS - 3909 BRAINARD ROAD, BEACHWOOD, OH 44122.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933806515
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEFANEK REGALBUTO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06150 PARKLAND BLVD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAYFIELD HEIGHTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044124
ReturnHeader/PreparerPersonGrp/PhoneNum04405833990
ReturnHeader/ReturnTs02025-09-15T11:11:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$997,843
Liabilities
$0
Net assets
$997,843
Revenue
$131,492
Expenses
$24,609
Net income
$106,883
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.98$0.00$9.98$1.31$0.25$1.07
2024Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$1.14$0.30$0.84
2023Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$1.97$0.45$1.52
2022Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.11$0.29$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.17$0.11$0.06