DUKE JULDEC SERVICES INC (EIN 471143245) - 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

2014

Legal Domicile

Principal Officer

BARBARA HOUGH

Phone

9196842006

Tax Period

2024-07-01 to 2025-06-30

DUKE JULDEC SERVICES INC, founded in 2014, is a community nonprofit in the Education sector that reported $3.7M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year.

Mission

SUPPORT DUKE UNIVERSITY'S SCIENTIFIC, EDUCATIONAL, LITERARY AND CHARITABLE 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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $3,622,848

Investment Income $35,534

Other Revenue $0

TOTAL REVENUE $3,658,382

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,658,382

Other Expenses $3,658,382

TOTAL EXPENSES $3,658,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,658,382	$4,192,368	-0.1%
Expenses	$3,658,382	$4,194,533	-0.1%
Net Income	$0	$-2,165	-1.0%

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

N/A

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

$1,674,147

Total Directors

$1,481,041

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL L SATTERFIELD	DIRECTOR/VICE PRESIDENT	0.10	Officer Director	$0	$57,702	$727,987
PAIGE BURTON	DIRECTOR/TREASURER	0.10	Officer Director	$0	$65,298	$301,233
BARBARA HOUGH	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$43,072	$451,821
TRACY CLOUSE	SECRETARY	0.10	Officer	$0	$36,966	$193,106
KYLE J CAVANAUGH	FORMER OFFICER	0.00		$0	$0	$108,751
JULIA BARKER	FORMER OFFICER	0.00		$0	$54,195	$297,349
AMY OATES	FORMER OFFICER	0.00		$0	$42,491	$348,468

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	$3,658,382	$3,658,382	$866,838	No data
2024	$4,192,368	$4,194,533	$3,427,378	$-2,165
2023	$5,472,949	$5,470,784	$5,203,447	$2,165
2022	$4,623,196	$4,623,196	$4,623,196	No data
2021	$2,039,487	$2,039,487	$865,344	No data
2020	$1,727,627	$1,727,737	$1,729,329	$-110
2019	$1,362,345	$1,362,543	$1,223,597	$-198

DUKE JULDEC SERVICES INC