CHARLES HENRY LEACH II FUND FOR DUQUESNE UNIVERSITY (EIN 464483460) - 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

2013

Legal Domicile

Principal Officer

JAMES MILLER

Phone

4123966055

Tax Period

2023-01-01 to 2023-12-31

CHARLES HENRY LEACH II FUND FOR DUQUESNE UNIVERSITY, founded in 2013, is a small nonprofit in the Education sector that reported $366K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $115K, a strong 31% operating margin.

Mission

THE CORPORATION IS FORMED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,652

Program Service Revenue $0

Investment Income $362,905

Other Revenue $0

TOTAL REVENUE $365,557

Expense Breakdown

Grants Paid $230,086

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $230,086

Other Expenses $20,468

TOTAL EXPENSES $250,554

Year-over-Year Comparison

	2023	2022	Change
Revenue	$365,557	$269,174	+0.4%
Expenses	$250,554	$291,350	-0.1%
Net Income	$115,003	$-22,176	-6.2%

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

$1,038,069

Total Directors

$1,054,103

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID DAUSEY	PRES/DIRECTOR	0.5	Officer Director	$0	$120,441	$516,324
JAMES G MILLER	VP/TREASURER/DIRECTOR	0.5	Officer Director	$0	$101,046	$370,163
MARY FRANCES DEAN	SECRETARY/DIRECTOR	0.5	Officer Director	$0	$26,917	$151,582
REV JAMES MCCLOSKEY	DIRECTOR/ADVISOR	0.5	Director	$0	$16,034	$16,034
MICHAEL A LEONE	DIRECTOR	0.5	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	No data	No data	No data	No data
2023	$365,557	$250,554	$3,510,083	$115,003
2022	$269,174	$291,350	$3,288,836	$-22,176
2021	$242,389	$263,105	$4,085,165	$-20,716
2020	$22,487	$262,685	$3,668,835	$-240,198
2019	$73,738	$244,126	$3,544,991	$-170,388
2018	$72,118	$279,849	$3,275,589	$-207,731

CHARLES HENRY LEACH II FUND FOR DUQUESNE UNIVERSITY