DUKE ALUMNI ASSOCIATION INC (EIN 561594088) - 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

SCOTT D GREENWOOD

Phone

9196845114

Tax Period

2022-07-01 to 2023-06-30

DUKE ALUMNI ASSOCIATION INC, founded in 1986, is a small nonprofit that reported $268K in total revenue in fiscal year 2022. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $258K, a strong 96% operating margin.

Mission

TO SUPPORT THE ALUMNI ASSOCIATION OF DUKE UNIVERSITY

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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 $220,353

Investment Income $21,845

Other Revenue $25,339

TOTAL REVENUE $267,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $9,732

TOTAL EXPENSES $9,732

Year-over-Year Comparison

	2022	2021	Change
Revenue	$267,537	$1,151,022	-0.8%
Expenses	$9,732	$836,447	-1.0%
Net Income	$257,805	$314,575	-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

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

$1,389,201

Total Directors

$1,986,350

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MYCHAL D HARRISON	DIRECTOR	0.10	Director	$0	$0	$0
DAVID L KENNEDY	DIRECTOR	0.10	Director	$0	$68,903	$886,526
DAVID S LINDQUIST	DIRECTOR/SECRETARY	0.10	Officer Director	$0	$44,607	$185,488
VIKAS J PATEL	DIRECTOR/VICE PRESIDENT	0.10	Officer Director	$0	$0	$0
RACHEL SATTERFIELD	DIRECTOR/CHAIRMAN	0.10	Officer Director	$0	$50,257	$561,492
STERLY L WILDER	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$43,675	$352,844
SCOTT D GREENWOOD	TREASURER	0.10	Officer	$0	$48,147	$289,377

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	$267,537	$9,732	$1,265,645	$257,805
2022	$1,151,022	$836,447	$1,076,956	$314,575
2021	$1,542,394	$1,614,745	$792,785	$-72,351
2020	$1,869,738	$1,959,190	$622,317	$-89,452
2019	$4,793,853	$1,738,802	$735,736	$3,055,051

DUKE ALUMNI ASSOCIATION INC