Congregation at Duke University Chapel Inc (EIN 561472890) - 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

1986

Legal Domicile

Principal Officer

Carl Hollomon

Phone

9196843917

Tax Period

2023-07-01 to 2024-06-30

Congregation at Duke University Chapel Inc, founded in 1986, is a small nonprofit that reported $350K in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $393K exceeded revenue, resulting in a 12% operating deficit.

Mission

Ministry to members and local community

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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 $344,327

Program Service Revenue $0

Investment Income $5,673

Other Revenue $0

TOTAL REVENUE $350,000

Expense Breakdown

Grants Paid $100,840

Salaries & Benefits $192,888

Fundraising Expenses $0

Program Expenses $298,006

Other Expenses $98,942

TOTAL EXPENSES $392,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$350,000	$441,632	-0.2%
Expenses	$392,670	$384,910	+0.0%
Net Income	$-42,670	$56,722	-1.8%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Adriana Doi	President	2.00	Officer Director	$0	$0	$0
Beth Gettys Sturkey	Vice-President	2.00	Officer Director	$0	$0	$0
Kirsten Ford	Secretary	2.00	Officer Director	$0	$0	$0
Carl Hollomon	Treasurer	4.00	Officer Director	$0	$0	$0
Ken Davenport	Council Member	1.00	Director	$0	$0	$0
Sara Harper	Council Member	1.00	Director	$0	$0	$0
Kate Courtney	Council Member	1.00	Director	$0	$0	$0
J Geneczko	Council Member	1.00	Director	$0	$0	$0
Dan Thomas	Council Member	1.00	Director	$0	$0	$0
Walker Robinson	Council Member	1.00	Director	$0	$0	$0
Karen Rhodes	Council Member	1.00	Director	$0	$0	$0
Christian Wilson	Council Member	1.00	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
2025	No data	No data	No data	No data
2024	$350,000	$392,670	$352,622	$-42,670
2023	$441,632	$384,910	$391,781	$56,722
2022	$412,135	$368,742	$336,303	$43,393
2021	$389,875	$360,565	$290,797	$29,310
2020	$393,523	$387,935	$257,846	$5,588
2019	$380,751	$378,131	$246,394	$2,620
2018	$421,603	$399,745	$246,321	$21,858

Congregation at Duke University Chapel Inc