ZUnclassifiedEIN: 560529965

Duke Endowment

Charlotte, North Carolina

A-Health Score
78A-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Very Good

💰
$497.7M
Total Revenue
📊
$255.1M
Total Expenses
🏦
$3.5B
Net Assets
📋
$98.6M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-40.2%
Year-over-year change (2021 → 2022)
Net Margin
+48.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
13.80
Net assets divided by total expenses
Liabilities-to-Assets
2.7%
Total liabilities as % of total assets

Filing History

9 filings on record
YearRevenueExpensesAssets
2022$497,718,59140%$255,056,31916%$3,619,520,2337%
2021$832,404,504410%$220,201,9276%$3,374,460,39622%
2020$163,153,62533%$208,170,0476%$2,769,856,6401%
2019$244,646,08639%$195,702,52730%$2,808,215,5414%
2015$176,470,59846%$150,197,65813%$2,688,997,3871%
2014$326,212,46724%$173,403,26115%$2,659,102,3324%
2013$262,400,43189%$151,278,8383%$2,565,370,6536%
2012$139,126,15835%$146,638,1184%$2,417,479,8553%
2011$103,029,558$141,297,682$2,494,122,798

Frequently Asked Questions

What does Duke Endowment do?

Duke Endowment is a unclassified nonprofit organization based in North Carolina. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Duke Endowment financially healthy?

Based on our 9-metric Financial Health Score model, Duke Endowment has a score of 78/100 (Grade: A-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Duke Endowment generate?

Revenue data for Duke Endowment is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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