TT UA WH DAVID F DUPONT CHARITABLE TR (EIN 516013109) - 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

1974

Legal Domicile

Principal Officer

WILMINGTON TRUST COMPANY

Phone

3026511942

Tax Period

2023-01-01 to 2023-12-31

TT UA WH DAVID F DUPONT CHARITABLE TR, founded in 1974, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2023. Revenue surged 366% from the prior year, signaling strong growth momentum. Expenses of $961K left a modest 12% surplus.

Mission

THE TRUST FUND IS TO BE HELD, ADMINISTERED AND-OR DISTRIBUTED SOLELY FOR THE BENEFIT OF CHARITIES

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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 $0

Program Service Revenue $0

Investment Income $1,073,389

Other Revenue $22,287

TOTAL REVENUE $1,095,676

Expense Breakdown

Grants Paid $741,098

Salaries & Benefits $213,716

Fundraising Expenses $0

Program Expenses $961,222

Other Expenses $6,408

TOTAL EXPENSES $961,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,095,676	$234,933	+3.7%
Expenses	$961,222	$1,267,173	-0.2%
Net Income	$134,454	$-1,032,240	-1.1%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILMINGTONTRUSTCOMPANY	TRUSTEE	N/A		$213,719	$0	$213,719

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	$1,095,676	$961,222	$14,588,666	$134,454
2022	$234,933	$1,267,173	$14,741,046	$-1,032,240
2021	$1,876,809	$1,230,301	$15,773,286	$646,508
2020	$917,960	$1,073,872	$15,126,778	$-155,912
2019	$937,986	$946,992	$15,280,221	$-9,006
2018	$878,799	$1,050,925	$15,289,868	$-172,126

TT UA WH DAVID F DUPONT CHARITABLE TR