THE PAUL G DUKE FOUNDATION

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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

1983

Legal Domicile

Principal Officer

SCOTT HEITKAMP

Phone

6142514000

Tax Period

2024-01-01 to 2024-12-31

THE PAUL G DUKE FOUNDATION, founded in 1983, is a small nonprofit that reported $666K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. Expenses of $763K exceeded revenue, resulting in a 14% operating deficit.

Mission

STATEMENT OF PRINCIPLES GRANTS MAY BE MADE TO CHARITABLE ORGANIZATIONS IN THE MIAMI COUNTY REGION (INCLUDES COUNTIES CONTIGUOUS TO MIAMI COUNTY) AND CENTRAL OHIO. SPECIAL EMPHASIS WILL BE PLACED ON GRANTS TO CHARITABLE ORGANIZATIONS IN THE MIAMI COUNTY REGION. GENERALLY, 75 PERCENT OF AVAILABLE GRANTMAKING FUNDS SHALL BE DESIGNATED FOR USE IN THE MIAMI COUNTY REGION AND 25 PERCENT OF AVAILABLE GRANTMAKING FUNDS SHALL BE DESIGNATED FOR USE IN CENTRAL OHIO. IN THE EVENT THAT THERE ARE INSUFFICIENT ACCEPTABLE REQUESTS FROM THE MIAMI COUNTY REGION TO REACH THE DESIGNATED 75 PERCENT, EXCESS FUNDS WILL BE RESERVED FOR FUTURE DISPOSITION IN THE MIAMI OHIO COUNTY REGION. THIS STATEMENT UNDERSCORES THE FOUNDATIONS ROOTS IN MIAMI COUNTY; HOWEVER, THE BOARD MAY IN ITS DISCRETION AUTHORIZE GRANTS TO CHARITABLE ORGANIZATIONS OUTSIDE THE MIAMI COUNTY AND CENTRAL OHIO REGIONS. THE FOUNDATION WILL HONOR PAUL DUKES CONCERN FOR CHILDREN, FAMILIES, AND THE MOST NEEDY MEMBERS OF SOCIETY.

Program Service Accomplishments

Program 1

Expenses: $398,614 Revenue: $0

EDUCATION

Program 2

Expenses: $121,000 Revenue: $0

SOCIAL SERVICES

Program 3

Expenses: $92,800 Revenue: $0

NEIGHBORHOOD

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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 $666,104

Other Revenue $108

TOTAL REVENUE $666,212

Expense Breakdown

Grants Paid $705,908

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $705,908

Other Expenses $56,617

TOTAL EXPENSES $762,525

Year-over-Year Comparison

	2024	2023	Change
Revenue	$666,212	$445,939	+0.5%
Expenses	$762,525	$630,977	+0.2%
Net Income	$-96,313	$-185,038	-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

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

$1,394,596

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDA A DANIEL	COMM. LIASION/PAST PRES/TR	1.00	Officer Director	$0	$0	$0
WILLIAM J MCGRAW III	VICE PRESIDENT/TRUSTEE (THRU 12/24)	1.00	Officer Director	$0	$0	$0
RAYCE ROBINSON	PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
DEBORAH MILLER	SECRETARY/TRUSTEE	2.00	Officer Director	$0	$0	$0
WADE WESTFALL	COMMUNITY LIASON	1.00	Director	$0	$0	$0
ALANDRA B BUERGER	TRUSTEE	1.00	Director	$0	$0	$0
BART E DENLINGER	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS F KRIDLER	ASSISTANT SECRETARY	0.50	Officer	$0	$107,467	$1,012,706
SCOTT HEITKAMP	ASSISTANT TREASURER	0.50	Officer	$0	$63,398	$381,890

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	$666,212	$762,525	$10,607,090	$-96,313
2023	$445,939	$630,977	$10,198,987	$-185,038
2022	$354,318	$239,215	$9,095,249	$115,103
2021	$1,203,628	$339,505	$11,477,810	$864,123
2020	$641,031	$426,430	$10,547,339	$214,601
2019	$439,747	$543,903	$9,223,920	$-104,156
2018	$995,041	$666,315	$7,735,575	$328,726