The James M Duncan Jr Library Foun… - Form 990 Financial Data

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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

2003

Legal Domicile

Principal Officer

Robert Ray IV

Phone

7037461701

Tax Period

2025-01-01 to 2025-12-31

The James M Duncan Jr Library Foundation Inc, founded in 2003, is a small nonprofit in the Education sector that reported $129K in total revenue in fiscal year 2025. Revenue surged 169% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 42% operating margin.

Mission

The Foundation is to provide the Alexandria Library with a broad range of educational benefits including programs, equipment and books.

Program Service Accomplishments

Program 1

Expenses: $59,319

Grants made to the Alexandria Library assist with programs, equipment and books.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $128,688

Other Revenue $0

TOTAL REVENUE $128,688

Expense Breakdown

Grants Paid $59,319

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,319

Other Expenses $14,846

TOTAL EXPENSES $74,165

Year-over-Year Comparison

	2025	2024	Change
Revenue	$128,688	$47,849	+1.7%
Expenses	$74,165	$24,419	+2.0%
Net Income	$54,523	$23,430	+1.3%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Ray IV	Chair	1.00	Officer Director	$0	$0	$0
Albert Moseley	Vice Chair	1.00	Officer Director	$0	$0	$0
Dianne Fox	Treasurer	1.00	Officer Director	$0	$0	$0
Libby Bawcombe	Secretary	1.00	Officer Director	$0	$0	$0
Canek Aguirre	Board Member	1.00	Director	$0	$0	$0
Oscar Fitzgerald	Board Member	1.00	Director	$0	$0	$0
Anh Phan	Board Member	1.00	Director	$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	$128,688	$74,165	$2,013,522	$54,523
2024	$47,849	$24,419	$1,876,668	$23,430
2023	$22,344	$31,906	$1,696,676	$-9,562
2022	$59,314	$43,034	$1,498,706	$16,280
2021	$62,697	$30,342	$1,844,523	$32,355
2020	$98,800	$26,206	$1,680,021	$72,594
2019	$69,505	$41,817	$1,500,959	$27,688
2018	$53,953	$38,885	$1,276,682	$15,068

The James M Duncan Jr Library Foundation Inc