DUKE SCHOOL

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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

SARAH DORAN

Phone

9194939857

Tax Period

2024-07-01 to 2025-06-30

DUKE SCHOOL, founded in 1982, is a mid-sized nonprofit that reported $16.6M in total revenue in fiscal year 2024.

Mission

EDUCATION

Program Service Accomplishments

Program 1

Expenses: $12,269,183 Revenue: $14,195,201

DUKE SCHOOL PROVIDES A COMPLETE EDUCATION FOR PRE-SCHOOL THROUGH MIDDLE SCHOOL CHILDREN.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,036,845

Program Service Revenue $14,160,288

Investment Income $25,922

Other Revenue $1,367,076

TOTAL REVENUE $16,590,131

Expense Breakdown

Grants Paid $2,801,998

Salaries & Benefits $9,837,419

Fundraising Expenses $446,409

Program Expenses $12,269,183

Other Expenses $3,481,474

TOTAL EXPENSES $16,120,891

Year-over-Year Comparison

	2024	2023	Change
Revenue	$16,590,131	$16,191,831	+0.0%
Expenses	$16,120,891	$14,525,636	+0.1%
Net Income	$469,240	$1,666,195	-0.7%

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

200

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

$347,466

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURIE BRAUN	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE VANDERGRIFT	TRUSTEE	1.00	Director	$0	$0	$0
STEPHANIE AURENTZ	TRUSTEE	1.00	Director	$0	$0	$0
KIA WILLIAMS	TRUSTEE	1.00	Director	$0	$0	$0
VANESSA SCHRODER	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS CARMODY	TRUSTEE	1.00	Director	$0	$0	$0
RINA SHAH	SECRETARY	1.00	Officer Director	$0	$0	$0
GREGG PACCHIANA	TRUSTEE	1.00	Director	$0	$0	$0
ALEX TOLSTYKH	TRUSTEE	1.00	Director	$0	$0	$0
LISA JIANG	TREASURER	1.00	Officer Director	$0	$0	$0
JON LIEBTAG	TRUSTEE	1.00	Director	$0	$0	$0
JULIE EDELL	TRUSTEE	1.00	Director	$0	$0	$0
JOSH PARKER	TRUSTEE	1.00	Director	$0	$0	$0
BILL MILLER	TRUSTEE	1.00	Director	$0	$0	$0
GERMANY MCNEAL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JONAH BERGER	TRUSTEE	1.00	Director	$0	$0	$0
CINDY GIBBS-WILBORN	TRUSTEE	1.00	Director	$0	$0	$0
SARAH DORAN	CHAIR	1.00	Officer Director	$0	$0	$0
ASHLEY AHLERS	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPH GUTTENTAG	TRUSTEE	1.00	Director	$0	$0	$0
LISA NAGEL	HEAD OF SCHOOL	40.00	Officer	$310,041	$37,425	$347,466
CHERIE BOWEN	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$116,510	$20,600	$137,110
SHENISE FOOTE	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$127,741	$18,857	$146,598
RUSSELL RABINOWITZ	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$166,883	$25,016	$191,899
NICOLE THOMPSON	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$122,443	$18,566	$141,009
STEVEN MERCADO	HIGHLY COMPENSATED EMPLOYE	40.00	Highest	$115,042	$18,188	$133,230

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	$16,590,131	$16,120,891	$33,118,055	$469,240
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