Civic Intelligence

The Milton & Libbey Davis Foundation Inc

EIN 52-2203089 • Towson, MD

1 W Pennsylvania Avenue Suite 900Towson, MD 21204
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-377%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-14%

Faster asset growth than 35% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

53%

Faster revenue growth than 84% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$238,910

Down $40,122 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$238,910

Down $40,122 (-14%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin6th percentile

Revenue

Up

$10,642

Up $3,671 (+53%) from 2023

Expenses

Up

$50,764

Up $5,164 (+11%) from 2023

Net Income

Down

-$40,122

Down $1,493 (-3.9%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$600K$400K$200K$0Assets 2011: $455,218Liabilities 2011: $02011Assets 2012: $395,327Liabilities 2012: $0Net Assets 2012: $395,3272012Assets 2013: $355,588Liabilities 2013: $0Net Assets 2013: $355,5882013Assets 2014: $299,003Liabilities 2014: $0Net Assets 2014: $299,0032014Assets 2015: $273,805Liabilities 2015: $0Net Assets 2015: $273,8052015Assets 2016: $317,207Liabilities 2016: $0Net Assets 2016: $317,2072016Assets 2017: $341,282Liabilities 2017: $0Net Assets 2017: $341,2822017Assets 2018: $325,779Liabilities 2018: $0Net Assets 2018: $325,7792018Assets 2019: $297,117Liabilities 2019: $0Net Assets 2019: $297,1172019Assets 2020: $269,843Liabilities 2020: $0Net Assets 2020: $269,8432020Assets 2021: $288,426Liabilities 2021: $0Net Assets 2021: $288,4262021Assets 2022: $317,661Liabilities 2022: $0Net Assets 2022: $317,6612022Assets 2023: $279,032Liabilities 2023: $0Net Assets 2023: $279,0322023Assets 2024: $238,910Liabilities 2024: $0Net Assets 2024: $238,9102024

Highlighted filing

2024

Assets$238,910
Liabilities$0
Net Assets$238,910
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $22,648Expenses 2011: $68,087Net Income 2011: -$45,4392011Expenses 2012: $83,0132012Revenue 2013: $31,392Expenses 2013: $71,131Net Income 2013: -$39,7392013Revenue 2014: $37,873Expenses 2014: $94,458Net Income 2014: -$56,5852014Revenue 2015: $30,954Expenses 2015: $56,152Net Income 2015: -$25,1982015Revenue 2016: $73,767Expenses 2016: $30,365Net Income 2016: $43,4022016Revenue 2017: $33,314Expenses 2017: $9,239Net Income 2017: $24,0752017Revenue 2018: $16,025Expenses 2018: $31,528Net Income 2018: -$15,5032018Revenue 2019: $5,479Expenses 2019: $34,141Net Income 2019: -$28,6622019Revenue 2020: $21,935Expenses 2020: $49,209Net Income 2020: -$27,2742020Revenue 2021: $49,695Expenses 2021: $31,112Net Income 2021: $18,5832021Revenue 2022: $78,108Expenses 2022: $51,073Net Income 2022: $27,0352022Revenue 2023: $6,971Expenses 2023: $45,600Net Income 2023: -$38,6292023Revenue 2024: $10,642Expenses 2024: $50,764Net Income 2024: -$40,1222024

Highlighted filing

2024

Revenue$10,642
Expenses$50,764
Net Income-$40,122
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$238,910
Liabilities
$0
Net assets
$238,910
Revenue
$10,642
Expenses
$50,764
Net income
-$40,122
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.11$0.51$0.40
2023Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$0.07$0.46$0.39
2022Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.78$0.51$0.27
2021Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.50$0.31$0.19
2020Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.22$0.49$0.27
2019Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.05$0.34$0.29
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.16$0.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.33$0.09$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$0.74$0.30$0.43
2015Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.31$0.56$0.25
2014Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.38$0.94$0.57
2013Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.31$0.71$0.40
2012Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.83
2011Summary only. Only limited summary data is available for this year.$4.55$0.00$0.23$0.68$0.45
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN J DAVISDirector & Vice-$0--
MARCIA CASTLEMANDirector-$0--
MAYER GUTTMANDirector & Pres-$0--
Filing and Contact Details

Filer

Filer Name
The Milton & Libbey Davis Foundation Inc
EIN
52-2203089
Phone
4103210600
Address
1 W PENNSYLVANIA AVENUE SUITE 900, TOWSON, MD 21204

Signing Officer

Name
Mayer Guttman
Title
Director
Signed
2025-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Wancowicz & Associates PA
Address
11350 McCormick Rd Ste 406 EP 3, Hunt Valley, MD 21031
Preparer
James S Wancowicz
Phone
4107716510
Raw XML Appendix310 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/StatementsRegardingActyGrp/PhoneNum04103210600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTERS INCLUDING REASONS AND DOCUMENTATION OF ACTIVITIES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MAYER GUTTMAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04103210600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01 W PENNSYLVANIA AVENUE SUITE 900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TOWSON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd021204
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0CHEDER TORAS ZEV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CONGREGATION ZICHRON BINYOMIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 CROSS STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11505 50TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BROOKLYN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd008701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd111219
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt040000
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/AppliedToCurrentYearAmt021717
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt021717
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt019646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04873
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04873
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt069578
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt018283
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt014034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt019646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017615
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt040000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018283
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt074451
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt056168
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt05077
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEVIN & GANN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05077
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt05077
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0-275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt196
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt24366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt196
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt24366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY ACCOUNT PROGRAM FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0-275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt196
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt24366
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAYER GUTTMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MILTON & LIBBEY DAVIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MILT
ReturnHeader/Filer/EIN0522203089
ReturnHeader/Filer/PhoneNum04103210600
ReturnHeader/Filer/USAddress/AddressLine1Txt01 W PENNSYLVANIA AVENUE SUITE 900
ReturnHeader/Filer/USAddress/CityNm0TOWSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522332056
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wancowicz & Associates PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011350 McCormick Rd Ste 406 EP 3
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hunt Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021031
ReturnHeader/PreparerPersonGrp/PhoneNum04107716510
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James S Wancowicz
ReturnHeader/ReturnTs02025-04-28T10:42:57-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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