DUNCAN FAMILY FOUNDATION INC (EIN 822847891) - 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

2018

Legal Domicile

Principal Officer

CAROLINE W DUNCAN

Phone

8634491012

Tax Period

2024-01-01 to 2024-12-31

DUNCAN FAMILY FOUNDATION INC, founded in 2018, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $43K in total revenue in fiscal year 2024. Revenue surged 216% from the prior year, signaling strong growth momentum. Expenses of $52K exceeded revenue, resulting in a 20% operating deficit.

Mission

PROVIDE SCHOLARSHIPS TO LOCAL ATHLETES, AND FUNDING TO LOCAL YOUTH GROUPS

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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 $0

Program Service Revenue $0

Investment Income $43,234

Other Revenue $0

TOTAL REVENUE $43,234

Expense Breakdown

Grants Paid $44,662

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,072

Other Expenses $7,410

TOTAL EXPENSES $52,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,234	$13,685	+2.2%
Expenses	$52,072	$46,155	+0.1%
Net Income	$-8,838	$-32,470	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARL D DUNCAN	DIRECTOR	N/A	Director	$0	$0	$0
CAROLINE W DUNCAN	SECRETARY	N/A	Officer Director	$0	$0	$0
ROBERT E DUNCAN	PRESIDENT/TR	N/A	Officer Director	$0	$0	$0

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	$43,234	$52,072	$496,272	$-8,838
2023	$13,685	$46,155	$505,110	$-32,470
2022	$2,585	$29,910	$537,580	$-27,325
2021	$305,658	$23,229	$564,905	$282,429
2020	$3,932	$10,681	$282,476	$-6,749
2019	$300,000	$25,543	$289,225	$274,457

DUNCAN FAMILY FOUNDATION INC