DUKE UNIVERSITY PHILANTHROPIES INC (EIN 571211099) - 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 UNIVERSITY PHILANTHROPIES INC, founded in 2004, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $596K in total revenue in fiscal year 2022. Revenue fell 61% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $247K, a strong 41% operating margin.

Mission

RECEIVE, HOLD, AND DISPOSE OF PROPERTY EXCLUSIVELY FOR THE BENEFIT 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 $350,253

Program Service Revenue $0

Investment Income $346,024

Other Revenue $-100,004

TOTAL REVENUE $596,273

Expense Breakdown

Grants Paid $349,193

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $349,193

Other Expenses $0

TOTAL EXPENSES $349,193

Year-over-Year Comparison

	2022	2021	Change
Revenue	$596,273	$1,524,982	-0.6%
Expenses	$349,193	$2,259,863	-0.8%
Net Income	$247,080	$-734,881	-1.3%

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

$811,553

Total Directors

$988,887

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SCOTT SELIG	DIRECTOR	0.10	Director	$0	$60,085	$457,123
MICHAEL C SHOLTZ	DIRECTOR/PRESIDENT	0.10	Officer Director	$0	$60,312	$320,391
JEREMY ARKIN	DIRECTOR/VICE PRESIDENT	0.10	Officer Director	$0	$28,946	$211,373
SARAH K FISH	SECRETARY	0.10	Officer	$0	$22,524	$154,549
MARCIA DE LA TORRIENTE	TREASURER	0.10	Officer	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$596,273	$349,193	$9,657,803	$247,080
2022	$1,524,982	$2,259,863	$9,410,723	$-734,881
2021	$366,278	$1,254,003	$10,145,604	$-887,725
2020	$2,012,627	$1,182,327	$11,033,329	$830,300
2019	$520,008	$866,688	$10,203,029	$-346,680

DUKE UNIVERSITY PHILANTHROPIES INC