Carleton F & Ruth T Davidson Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Carleton F & Ruth T Davidson Trust is a 501(c)(3) organization based in Springfield, Ohio, registered in 1988, with $366,113 in FY2024 revenue. CharityIndex grades it D.
49 E College Ave 100, Springfield, OH, 45504 EIN 31-6328010 Since 1988
Revenue (FY2024)
$366K
▼ 8.9% vs prior year
Expenses (FY2024)
$495K
Net assets
$9.2M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Carleton F & Ruth T Davidson Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating222 mo reserves · -35% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Carleton F & Ruth T Davidson Trust: 222 mo reserves · -35% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Carleton F & Ruth T Davidson Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Carleton F & Ruth T Davidson Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 49 E College Ave 100, Springfield, OH, 45504
- City
- Springfield
- State
- Ohio
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $279K (FY2013) to $366K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $9.2M
Operating margin
-35.2%
Spent more than it raised in the latest fiscal year.
Total assets
$9.2M
Total liabilities
$0
Net assets
$9.2M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $366,113▼8.9% | $495,014▼9.0% | $9,176,519▲4.2% | $9,176,519▲4.2% | 990PF |
| 2023 | $401,790▼45.2% | $544,091▲3.6% | $8,805,123▲5.2% | $8,805,123▲5.2% | 990PF |
| 2022 | $733,485▲41.0% | $525,421▼10.2% | $8,367,998▼7.6% | $8,367,998▼7.6% | 990PF |
| 2021 | $520,324▲21.9% | $584,782▲22.8% | $9,051,760▲12.4% | $9,051,760▲12.4% | 990PF |
| 2020 | $426,844▲24.6% | $476,237▼7.7% | $8,050,968▲4.5% | $8,050,968▲4.5% | 990PF |
| 2019 | $342,706▼25.9% | $515,723▲36.3% | $7,707,403▼2.2% | $7,707,403▼2.2% | 990PF |
| 2018 | $462,599▼8.4% | $378,435▼11.0% | $7,880,420▲1.1% | $7,880,420▲1.1% | 990PF |
| 2017 | $505,236▲56.1% | $425,313▲13.0% | $7,796,256▲1.0% | $7,796,256▲1.0% | 990PF |
| 2016 | $323,659▲8.4% | $376,408▼7.8% | $7,716,333▼0.7% | $7,716,333▼0.7% | 990PF |
| 2015 | $298,475▲15.9% | $408,312▼5.5% | $7,769,082▼1.4% | $7,769,082▼1.4% | 990PF |
| 2014 | $257,494▼7.8% | $432,117▲13.9% | $7,878,919▼2.2% | $7,878,919▼2.2% | 990PF |
| 2013 | $279,325 | $379,500▼3.8% | $8,053,542▼1.2% | $8,053,542▼1.2% | 990PF |
| 2012 | — | $394,551▼0.2% | $8,153,717▼10.0% | $8,153,717▼10.0% | 990PF |
| 2011 | — | $395,228▲2.2% | $9,060,367▼0.1% | $9,060,367▼0.1% | 990PF |
| 2010 | — | $386,885 | $9,072,898 | $9,072,898 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Carleton F & Ruth T Davidson Trust a legitimate nonprofit?
- Yes. Carleton F & Ruth T Davidson Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 31-6328010, based in Springfield, Ohio. Donations are tax-deductible.
- What is Carleton F & Ruth T Davidson Trust's EIN?
- Carleton F & Ruth T Davidson Trust's Employer Identification Number (EIN) is 31-6328010.
- How much revenue does Carleton F & Ruth T Davidson Trust report?
- Carleton F & Ruth T Davidson Trust reported $366,113 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Carleton F & Ruth T Davidson Trust have?
- CharityIndex grades Carleton F & Ruth T Davidson Trust D, based on financial health (reserves and operating margin).
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Data for Carleton F & Ruth T Davidson Trust (EIN 31-6328010) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.