Civic Intelligence

Dan L Duncan Family Foundation

990PF • Fiscal year 2020 • EIN 20-0265572

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization Profile
PO Box 4735Houston, TX 77210

(713) 381-5200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.02x

Higher debt load relative to revenue than 11% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

12th percentile

-15%

Higher net margin than 12% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

20th percentile

-0.5%

Faster asset growth than 20% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-88%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$672,995,411

Down $3,707,728 (-0.5%) from 2019

Net Assets

$672,477,174

No earlier filing loaded for comparison.

Liabilities

Up

$518,237

Up $518,237 from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin12th percentile

Revenue

Down

$27,292,814

Down $198,090,792 (-88%) from 2019

Expenses

Up

$31,518,779

Up $6,841,356 (+28%) from 2019

Net Income

Down

-$4,225,965

Down $204,932,148 (-102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2011: $4,000Liabilities 2011: $3502011Assets 2012: $4,515Liabilities 2012: $02012Assets 2013: $7,199Liabilities 2013: $02013Assets 2014: $6,146Liabilities 2014: $02014Assets 2015: $175,180Liabilities 2015: $02015Assets 2016: $354,961,764Liabilities 2016: $0Net Assets 2016: $354,961,7642016Assets 2017: $439,227,832Liabilities 2017: $0Net Assets 2017: $439,227,8322017Assets 2018: $475,996,956Liabilities 2018: $0Net Assets 2018: $475,996,9562018Assets 2019: $676,703,139Liabilities 2019: $02019Assets 2020: $672,995,411Liabilities 2020: $518,237Net Assets 2020: $672,477,1742020Assets 2021: $732,128,909Liabilities 2021: $18,833,232Net Assets 2021: $713,295,6772021Assets 2022: $709,221,949Liabilities 2022: $0Net Assets 2022: $709,221,9492022Assets 2023: $475,996,956Liabilities 2023: $02023Assets 2024: $700,533,532Liabilities 2024: $0Net Assets 2024: $700,533,5322024

Highlighted filing

2020

Assets$672,995,411
Liabilities$518,237
Net Assets$672,477,174
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0-$100MRevenue 2011: $4,000Expenses 2011: $350Net Income 2011: $3,6502011Revenue 2012: $4,000Expenses 2012: $3,135Net Income 2012: $8652012Revenue 2013: $4,000Expenses 2013: $1,316Net Income 2013: $2,6842013Revenue 2014: $1Expenses 2014: $1,053Net Income 2014: -$1,0522014Revenue 2015: $186,024Expenses 2015: $16,990Net Income 2015: $169,0342015Revenue 2016: $358,617,442Expenses 2016: $3,830,858Net Income 2016: $354,786,5842016Revenue 2017: $109,698,595Expenses 2017: $24,410,078Net Income 2017: $85,288,5172017Revenue 2018: $46,632,137Expenses 2018: $9,388,207Net Income 2018: $37,243,9302018Revenue 2019: $225,383,606Expenses 2019: $24,677,423Net Income 2019: $200,706,1832019Revenue 2020: $27,292,814Expenses 2020: $31,518,779Net Income 2020: -$4,225,9652020Revenue 2021: $77,916,929Expenses 2021: $37,098,426Net Income 2021: $40,818,5032021Revenue 2022: $40,529,455Expenses 2022: $44,603,183Net Income 2022: -$4,073,7282022Revenue 2023: $46,632,137Expenses 2023: $9,388,207Net Income 2023: $37,243,9302023Revenue 2024: $50,455,224Expenses 2024: $40,608,636Net Income 2024: $9,846,5882024

Highlighted filing

2020

Revenue$27,292,814
Expenses$31,518,779
Net Income-$4,225,965
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDA DUNCAN WILLIAMSChair/Pres/Director-$0--
RICHARD H BACHMANNVice Pres/Director-$0--
DANNINE GALE DUNCANVice Pres/Director-$0--
MILANE DUNCAN FRANTZVice Pres/Director-$0--
SCOTT D DUNCANVice Pres/Director-$0--
W RANDALL FOWLEREvp/CFO-$0--
GREGG HAMMERSVP/CIO-$0--
LAURA LIANGVP/CGO/Asst Sec-$0--
HARRY P WEITZELEvp/Sec/Gen Coun-$0--
Filing and Contact Details

Filer

Filer Name
Dan L Duncan Foundation
EIN
20-0265572
Phone
7133815200
Address
PO BOX 4735, HOUSTON, TX 77210

Signing Officer

Name
Laura Liang
Title
Vice President
Phone
7133815200
Signed
2021-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE SUITE 800, CEDAR RAPIDS, IA 52401
Preparer
Carley Lane
Phone
3192985272
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EQUITY RESIDENTIAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39EVERCORE INC CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EXLSERVICE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41FACEBOOK INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FRONTDOOR INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GARTNER INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44GENTEX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GOOGLE INC (CLASS A)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46GOOGLE INC (CLASS C)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HILLENBRAND INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HONEYWELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HOSTESS BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51INOVALON HOLDINGS INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53INTUITIVE SURGICAL INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KNOWLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56LENDINGTREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LOWES COMPANIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58MASTERCARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59MEDPACE HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MONDELEZ INTERNATIONAL, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MOTOROLA SOLUTIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MSCI EAFE CORE ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MSCI INC COMMON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66NIKE INC-CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67NORTHROP GRUMMAN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68ORACLE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69PAYPAL HLDGS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70QUOTIENT TECHNOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71RAYTHEON TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72REGENERON PHARMACEUTICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73RWC EMERGING MARKETS EQUITY (FOU)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74SALESFORCE.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75SERVICENOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76SHUTTERSTOCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77SP PLUS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78SPS COMMERCE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80STERICYCLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81TERMINIX GLOBAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82TRUIST FINL CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84UST IEF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VERINT SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86VERIZON COMMUNICATIONS COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87VIATRIS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89WALT DISNEY CO HOLDING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90WILLSCOT MOBILE MINI HOLDINGS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91WORLD FUEL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ZOETIS INC COM USD0.01 CL -A-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93STONE POINT CREDIT CORPORATION
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2310062821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2441611315
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE REAL ESTATE PARTNERS ASIA II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1BRIDGEWATER PURE ALPHA MAJOR MARKETS II, LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DYAL III OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ELLIOTT INTERNATIONAL LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GENERAL ATLANTIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5GSO CAPITAL OPPORTUNITIES III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6HBK MULTI-STRATEGY OFFSHORE FUND LTD.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7KAYNE ANDERSON CORE REAL ESTATE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8KAYNE ANDERSON REAL ESTATE DEBT II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9KKR ASIAN FUND III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10KKR REPA II EEA FEEDER I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MADISON PARK FUNDING XXVII LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12MADISON PARK FUNDING XXXV LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13MILLENNIUM INTERNATIONAL LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14NB SECONDARY OPPORTUNITIES OFFSHORE FUND IV LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15NB STRATEGIC CAPITAL OFFSHORE LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16RENAISSANCE INSTITUTIONAL EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17SELWOOD AM CREDIT FUND LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18SILVER LAKE PARTNERS V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19STRATEGIC PARTNERS OFFSHORE FUND VII, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20THE CHILDREN'S INVESTMENT FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21THE VERITAS CAPITAL FUND VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22VIKING GLOBAL EQUITIES III LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23WARBURG PINCUS PE XII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24WCM FOCUSED INTERNATIONAL GROWTH FUND LP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$672,995,411
Liabilities
$518,237
Net assets
$672,477,174
Revenue
$27,292,814
Expenses
$31,518,779
Net income
-$4,225,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$701$0.00$701$50.5$40.6$9.85
2023Summary only. Only limited summary data is available for this year.$476$0.00$46.6$9.39$37.2
2022Detailed filing. Detailed filing data is available for this year.$709$0.00$709$40.5$44.6$4.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$732$18.8$713$77.9$37.1$40.8
2020Detailed filing. Detailed filing data is available for this year.$673$0.52$672$27.3$31.5$4.23
2019Summary only. Only limited summary data is available for this year.$677$0.00$225$24.7$201
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$476$0.00$476$46.6$9.39$37.2
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$439$0.00$439$110$24.4$85.3
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$355$0.00$355$359$3.83$355
2015Summary only. Only limited summary data is available for this year.$0.18$0.00$0.19$0.02$0.17
2014Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2013Summary only. Only limited summary data is available for this year.$0.01$0.00$0.00$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • $250M-$1B nonprofits