The Richard K & Theresa A Davis Family Foundation
Only null% goes to programs Strong reserves Declining revenue
The Richard K & Theresa A Davis Family Foundation is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 2020, with $861,253 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 32-6487439 Since 2020
Revenue (FY2024)
$861K
▲ 113.2% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$841K
Net assets
$13.5M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—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 The Richard K & Theresa A Davis Family Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating193 mo reserves · +2% 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 The Richard K & Theresa A Davis Family Foundation: 193 mo reserves · +2% margin earns a B+ 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 The Richard K & Theresa A Davis Family Foundation— 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 The Richard K & Theresa A Davis Family Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $2.6M (FY2021) to $861K (FY2024) across 4 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $13.5M
Operating margin
2.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$13.5M
Total liabilities
$0
Net assets
$13.5M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $861,253▲113% | $840,567▼13.3% | $13,519,729▲0.4% | $13,519,729▲0.4% | 990PF |
| 2023 | $403,941▲42.4% | $969,025▲15.2% | $13,466,742▼4.0% | $13,466,742▼4.0% | 990PF |
| 2022 | $283,567▼88.9% | $841,129▲27.7% | $14,024,946▼3.6% | $14,024,946▼3.6% | 990PF |
| 2021 | $2,563,992 | $658,486 | $14,555,272 | $14,555,272 | 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.
Similar organizations in Philanthropy
Compare The Richard K & Theresa A Davis Family Foundation
Frequently asked questions
- Is The Richard K & Theresa A Davis Family Foundation a legitimate nonprofit?
- Yes. The Richard K & Theresa A Davis Family Foundation is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 32-6487439, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is The Richard K & Theresa A Davis Family Foundation's EIN?
- The Richard K & Theresa A Davis Family Foundation's Employer Identification Number (EIN) is 32-6487439.
- How much revenue does The Richard K & Theresa A Davis Family Foundation report?
- The Richard K & Theresa A Davis Family Foundation reported $861,253 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does The Richard K & Theresa A Davis Family Foundation have?
- CharityIndex grades The Richard K & Theresa A Davis Family Foundation C+, based on financial health (reserves and operating margin).
More nonprofits in Milwaukee
Explore more
Data for The Richard K & Theresa A Davis Family Foundation (EIN 32-6487439) 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.