THE DUKE UNIVERSITY SCHOOL OF MEDICINE RESEARCH FOUNDATION (EIN 562247203) - 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

2000

Legal Domicile

Principal Officer

JAMES SCOTT GIBSON

Phone

9196842006

Tax Period

2021-07-01 to 2022-06-30

THE DUKE UNIVERSITY SCHOOL OF MEDICINE RESEARCH FOUNDATION, founded in 2000, is a micro nonprofit that reported $10K in total revenue in fiscal year 2021.

Mission

SCIENTIFIC AND MEDICAL RESEARCH.

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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 (2021)

Revenue Breakdown

Contributions & Grants $425

Program Service Revenue $4,500

Investment Income $0

Other Revenue $5,000

TOTAL REVENUE $9,925

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,925

Other Expenses $9,925

TOTAL EXPENSES $9,925

Year-over-Year Comparison

	2021	2020	Change
Revenue	$9,925	$9,925	N/A
Expenses	$9,925	$9,925	N/A
Net Income	$0	$0	N/A

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

$1,307,202

Total Directors

$3,151,362

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY E KLOTMAN MD	DIRECTOR	0.10	Director	$0	$50,081	$1,253,535
JAMES SCOTT GIBSON	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$60,262	$816,531
ADRIAN HERNANDEZ	DIRECTOR	0.10	Director	$0	$46,750	$657,069
MICHAEL PENCINA	DIRECTOR	0.10	Director	$0	$53,121	$424,227
JOHN A BORRELLI	VICE PRESIDENT	0.10	Officer	$0	$70,477	$242,845
CYNTHIA T MAYNARD	TREASURER	0.10	Officer	$0	$28,360	$190,810
KEELY KELLY	SECRETARY	0.10	Officer	$0	$4,713	$57,016
JENNIFER ELLIS	FORMER OFFICER	0.00		$0	$66,206	$337,160
LAURIANNE TORRES	FORMER OFFICER	0.00		$0	$46,294	$292,965
MONICA ELAM	FORMER OFFICER	0.00		$0	$35,292	$167,959
ELLEN O'BRIANT	FORMER OFFICER	0.00		$0	$41,820	$265,545

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
2022	$9,925	$9,925	$9,500	No data
2021	$9,925	$9,925	$9,500	No data
2020	$9,500	$900,000	$9,500	$-890,500
2019	$59,500	$128,127	$900,000	$-68,627

THE DUKE UNIVERSITY SCHOOL OF MEDICINE RESEARCH FOUNDATION