DUKE SCHOOL (EIN 581521494) - 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

1982

Legal Domicile

Principal Officer

LAURIE BRAUN

Phone

9194939857

Tax Period

2023-07-01 to 2024-06-30

DUKE SCHOOL, founded in 1982, is a mid-sized nonprofit that reported $16.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $14.5M left a modest 10% surplus.

Mission

EDUCATION

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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 $1,411,700

Program Service Revenue $13,626,723

Investment Income $34,133

Other Revenue $1,119,275

TOTAL REVENUE $16,191,831

Expense Breakdown

Grants Paid $2,088,577

Salaries & Benefits $9,113,427

Fundraising Expenses $678,097

Program Expenses $10,927,935

Other Expenses $3,323,632

TOTAL EXPENSES $14,525,636

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,191,831	$14,944,499	+0.1%
Expenses	$14,525,636	$13,570,941	+0.1%
Net Income	$1,666,195	$1,373,558	+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

204

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

$308,323

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE BRAUN	CHAIR	1.00	Officer Director	$0	$0	$0
LAWRENCE BAXTER	TRUSTEE	1.00	Director	$0	$0	$0
SARAH DORAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CINDY GIBBS-WILBORN	TRUSTEE	1.00	Director	$0	$0	$0
CLINT HARRIS	TRUSTEE	1.00	Director	$0	$0	$0
GERMANY MCNEAL	SECRETARY	1.00	Officer Director	$0	$0	$0
BILL MILLER	TRUSTEE	1.00	Director	$0	$0	$0
JOSH PARKER	TRUSTEE	1.00	Director	$0	$0	$0
BIMAL SHAH	TRUSTEE	1.00	Director	$0	$0	$0
JULIE SHERMAK	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG SPITZER	TREASURER	1.00	Officer Director	$0	$0	$0
VICKI THRELFALL	TRUSTEE	1.00	Director	$0	$0	$0
ALEX TOLSTYKH	TRUSTEE	1.00	Director	$0	$0	$0
YOUSUF ZAFAR	TRUSTEE	1.00	Director	$0	$0	$0
RACHEL BREWSTER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CARMODY	TRUSTEE	1.00	Director	$0	$0	$0
VANESSA SCHRODER	TRUSTEE	1.00	Director	$0	$0	$0
KIA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE AURENTZ	TRUSTEE	1.00	Director	$0	$0	$0
LISA NAGEL	HEAD OF SCHOOL	40.00	Officer	$277,409	$30,914	$308,323
ROBERT ROBINSON	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$106,767	$18,576	$125,343
RUSSELL RABINOWITZ	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$157,892	$21,940	$179,832
NICOLE THOMPSON	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$116,817	$16,943	$133,760

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	$16,191,831	$14,525,636	$30,780,251	$1,666,195
2023	$14,944,499	$13,570,941	$24,200,195	$1,373,558
2022	$11,500,577	$12,212,472	$22,928,482	$-711,895
2021	$14,216,141	$12,564,425	$23,428,244	$1,651,716
2020	$12,648,891	$11,708,720	$22,799,326	$940,171

DUKE SCHOOL