The James M Duncan Jr Library Foundation Inc (EIN 200571693) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

Liz Achuff

Phone

7037461701

Tax Period

2024-01-01 to 2024-12-31

The James M Duncan Jr Library Foundation Inc, founded in 2003, is a micro nonprofit in the Education sector that reported $54K in total revenue in fiscal year 2018. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 28% operating margin.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $47,849

Other Revenue $0

TOTAL REVENUE $47,849

Expense Breakdown

Grants Paid $15,447

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,447

Other Expenses $8,972

TOTAL EXPENSES $24,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$47,849	$22,344	+1.1%
Expenses	$24,419	$31,906	-0.2%
Net Income	$23,430	$-9,562	-3.5%

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

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
Liz Achuff	Division Chief	1.00	Officer Director	$0	$0	$0
Robert Ray IV	Vice Chair	1.00	Officer Director	$0	$0	$0
Libby Bawcombe	Secretary	1.00	Officer Director	$0	$0	$0
Canek Aguirre	City Council Member	1.00	Officer Director	$0	$0	$0
Oscar Fitzgerald	Board Member	1.00	Director	$0	$0	$0
Albert Moseley	Treasurer	1.00	Officer Director	$0	$0	$0
Dianne Fox	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
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