DUKE GIFT PROPERTIES INC (EIN 571211078) - 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

2004

Legal Domicile

Principal Officer

MICHAEL C SHOLTZ

Phone

9196842006

Tax Period

2022-07-01 to 2023-06-30

DUKE GIFT PROPERTIES INC, founded in 2004, is a micro nonprofit in the Education sector that reported $55K in total revenue in fiscal year 2022. Revenue fell 107% from the prior year — a significant decline worth monitoring.

Mission

SUPPORTING DUKE UNIVERSITY BY RECEIVING GIFTS, ACQUIRING, RETAINING AND ADMINISTERING FUNDS TO BE HELD, INVESTED AND USED EXCLUSIVELY FOR THE BENEFIT OF DUKE UNIVERSITY AND RELATED ENTITIES.

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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 $-54,819

Other Revenue $0

TOTAL REVENUE $-54,819

Expense Breakdown

Grants Paid $684,670

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $725,500

Other Expenses $40,830

TOTAL EXPENSES $725,500

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-54,819	$762,200	-1.1%
Expenses	$725,500	$214,360	+2.4%
Net Income	$-780,319	$547,840	-2.4%

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

$1,464,246

Total Directors

$1,464,246

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RACHEL L SATTERFIELD	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$50,257	$561,492
SCOTT F SELIG	DIRECTOR/SECRETARY	0.10	Officer Director	$0	$60,085	$457,123
VICTORIA L NEVOIS	FORMER DIRECTOR/OFFICER	0.00		$0	$45,270	$407,276
MICHAEL C SHOLTZ	DIRECTOR/VICE PRESIDENT	0.10	Officer Director	$0	$60,312	$320,391
MARCIA DE LA TORRIENTE	DIRECTOR/TREASURER	0.10	Officer Director	$0	$29,550	$125,240

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
2024	No data	No data	No data	No data
2023	$-54,819	$725,500	$42,864,705	$-780,319
2022	$762,200	$214,360	$1,568,068	$547,840
2021	$702,298	$729,778	$1,020,228	$-27,480
2020	$-39,323	$1,032,467	$1,047,708	$-1,071,790
2019	$664,467	$325,904	$2,119,498	$338,563

DUKE GIFT PROPERTIES INC