Paul Davis Charitable Fund
Nonprofit profile at a glance
- EIN
- 261275007
- IRS 990-EZ coverage
- 2011–2025
- Forms available
- Form 990-EZ 2025, Form 990-N 2007
- Location
- Waukesha, WI, USA
- Phone
- 4143833131
- Rating
- 94
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Public Foundations
Reported finances
- Revenue
- $66,152
- Expenses
- $62,703
- Assets
- $11,029
- Liabilities
- $0
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
3 people listed
People named in this filing
- JEFF HERTEL (VP/DIRECTOR)
- BRADY CHUCKEL (VP/DIRECTOR)
- TIM GUILETTE (VP/DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To solicit and collect charitable contributions in connection with events sponsored by the fund and in turn forward all charitable contributions received to other charitable organizations within southeastern Wisconsin.
What it reported doing in 2025
To support other charitable organizations throughout southeastern Wisconsin.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Total assets are small relative to annual expenses; liquid coverage is unknown and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 95
- Transparency & Controls: 100
- Sustainability: 45
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 92.9%; rating input score 93
- Program expense ratio: 98%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: 5.2%; rating input score 54; 54th percentile among comparable filings
- Total-asset coverage ratio: 0.18; rating input score 17; 17th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.7% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: 1.3% per year; rating input score 100; 55th percentile among comparable filings
- Asset growth: -5% per year; rating input score 0; 24th percentile among comparable filings
Details
- Where the money goes: 92.9% of revenue deployed · 98% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $61K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 9 of 9 current checks pass
- Schedules: 4 filed schedules
- Filing history: 15 filing years from 2011 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Total-asset coverage ratio scored 17/100.
- Review — Sustainability: Operating margin scored 54/100.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.