THE DUDLEY FOUNDATION INC (EIN 136128036) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

KELLI D SHOMAKER

Phone

2122383022

Tax Period

2024-05-01 to 2025-04-30

THE DUDLEY FOUNDATION INC, founded in 1950, is a small nonprofit that reported $301K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $66K, a strong 22% operating margin.

Mission

THE ORGANIZATION`S MISSION IS TO SUPPORT THE EDUCATIONAL ACTIVITES OF AUBURN UNIVERSITY LOCATED IN AUBURN, ALABAMA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $300,747

Other Revenue $169

TOTAL REVENUE $300,916

Expense Breakdown

Grants Paid $161,176

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $233,761

Other Expenses $73,594

TOTAL EXPENSES $234,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$300,916	$344,586	-0.1%
Expenses	$234,770	$217,599	+0.1%
Net Income	$66,146	$126,987	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$783,631

Total Directors

$783,631

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI D SHOMAKER	DIRECTOR & PRESIDENT	1.00	Officer Director	$0	$48,599	$595,300
REGENA B ISBELL	DIRECTOR, VP & TREASURER	1.00	Officer Director	$0	$33,113	$188,331
J DUDLEY B KIMBALL	DIRECTOR AND SECRETARY	1.00	Officer Director	$0	$0	$0
SHAUNA MONROE	ASSISTANT TREASURER/SECRETARY	1.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$300,916	$234,770	$3,485,314	$66,146
2024	$344,586	$217,599	$3,674,613	$126,987
2023	$179,144	$221,777	$3,358,901	$-42,633
2022	$472,221	$222,003	$3,621,740	$250,218

THE DUDLEY FOUNDATION INC