DUKE UNIVERSITY SPECIAL VENTURES FUND INC (EIN 561465177) - 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

1984

Legal Domicile

Principal Officer

NEAL F TRIPLETT

Phone

9196686829

Tax Period

2022-07-01 to 2023-06-30

DUKE UNIVERSITY SPECIAL VENTURES FUND INC, founded in 1984, is a micro nonprofit in the Education sector that reported $342K in total revenue in fiscal year 2022. Revenue fell 398% from the prior year — a significant decline worth monitoring.

Mission

FOR ORGANIZATION'S MISSION STATEMENT

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $-342,421

Other Revenue $0

TOTAL REVENUE $-342,421

Expense Breakdown

Grants Paid $15,509

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,265

Other Expenses $2,756

TOTAL EXPENSES $18,265

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-342,421	$114,883	-4.0%
Expenses	$18,265	$417,100	-1.0%
Net Income	$-360,686	$-302,217	+0.2%

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

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

$5,173,500

Total Directors

$5,173,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NEAL F TRIPLETT	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$100,820	$4,292,537
ROBERT MCGRAIL	DIRECTOR/SECRETARY	0.10	Officer Director	$0	$63,093	$560,218
JANNINE M LALL	DIRECTOR/TREASURER	0.10	Officer Director	$0	$50,838	$320,745

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	$-342,421	$18,265	$299,892	$-360,686
2022	$114,883	$417,100	$665,908	$-302,217
2021	$44,266	$5,819	$968,125	$38,447
2020	$159,443	$402,117	$603,738	$-242,674
2019	$-242,059	$336,826	$755,503	$-578,885
2018	$-5,249	$111,133	$1,153,454	$-116,382

DUKE UNIVERSITY SPECIAL VENTURES FUND INC