Civic Intelligence

Davis 4 Ward Family Foundation

EIN 87-4000838 • Pennington, NJ

Pub. 78 EligibleNTEE T20
PO Box 1532 AftPennington, NJ 08534
Siviq Scores

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

Liabilities / Assets

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

20%

Higher net margin than 52% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.9%

Faster asset growth than 43% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$4,583,358

Up $42,423 (+0.9%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$4,583,358

Up $42,423 (+0.9%) from 2023

Operations
Liabilities / Revenue83rd percentileNet Margin52nd percentile

Revenue

Up

$212,918

Up $306,787 (+327%) from 2023

Expenses

Down

$169,440

Down $9,558 (-5.3%) from 2023

Net Income

Up

$43,478

Up $316,345 (+116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2022: $4,815,386Liabilities 2022: $1Net Assets 2022: $4,815,3862022Assets 2023: $4,540,935Liabilities 2023: $1Net Assets 2023: $4,540,9352023Assets 2024: $4,583,358Liabilities 2024: $0Net Assets 2024: $4,583,3582024

Highlighted filing

2024

Assets$4,583,358
Liabilities$0
Net Assets$4,583,358
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $5,017,072Expenses 2022: $199,992Net Income 2022: $4,817,0802022Revenue 2023: -$93,869Expenses 2023: $178,998Net Income 2023: -$272,8672023Revenue 2024: $212,918Expenses 2024: $169,440Net Income 2024: $43,4782024

Highlighted filing

2024

Revenue$212,918
Expenses$169,440
Net Income$43,478
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,583,358
Liabilities
$0
Net assets
$4,583,358
Revenue
$212,918
Expenses
$169,440
Net income
$43,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.21$0.17$0.04
2023Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.09$0.18$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$5.02$0.20$4.82
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 14, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN T DAVIS IIIDirector & President-$0--
TERESA L DAVISDirectory & Secretary-$0--
REAGAN GREENDirector-$0--
JACQUELYN NEWTONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Davis 4ward Family Foundation
EIN
87-4000838
Phone
8888663275
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534

Signing Officer

Name
John T Davis Iii
Title
Trustee
Phone
8888663275
Signed
2025-03-14
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 1532 AFT, PENNINGTON, NJ 08534
Preparer
Karen J Kiser
Phone
8888663275
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