DURHAM FDN - ANNIE WATTS HILL FD PLD (EIN 560753084) - 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

1961

Legal Domicile

Phone

8042737445

Tax Period

2023-07-01 to 2024-06-30

DURHAM FDN - ANNIE WATTS HILL FD PLD, founded in 1961, is a small nonprofit in the Community Improvement sector that reported $581K in total revenue in fiscal year 2023. Revenue surged 1166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $312K, a strong 54% operating margin.

Mission

SUPPORT THE ACTIVITIES AND PROGRAMS OF THE JUNIOR LEAGUE OF DURHAM AND ORANGE COUNTIES, INC.

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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 $581,447

Other Revenue $0

TOTAL REVENUE $581,447

Expense Breakdown

Grants Paid $143,474

Salaries & Benefits $88,676

Fundraising Expenses $0

Program Expenses $223,980

Other Expenses $36,935

TOTAL EXPENSES $269,085

Year-over-Year Comparison

	2023	2022	Change
Revenue	$581,447	$45,929	+11.7%
Expenses	$269,085	$391,213	-0.3%
Net Income	$312,362	$-345,284	-1.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRUIST BANK	TRUSTEE	1.0		$88,676	$0	$88,676

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	No data	No data	No data	No data
2024	$581,447	$269,085	$6,506,378	$312,362
2023	$45,929	$391,213	$6,230,667	$-345,284
2022	$138,140	$352,745	$6,796,246	$-214,605
2021	$1,016,591	$317,408	$6,794,105	$699,183
2020	$218,173	$328,894	$5,930,238	$-110,721

DURHAM FDN - ANNIE WATTS HILL FD PLD