Civic Intelligence

Bruce and Deborah Duncan Foundation

990PF • Fiscal year 2017 • EIN 20-3871657

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

1285 Gulf Shore Blvd N Suite 3ANaples, FL 34102

(312) 961-6662

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

95th percentile

77%

Higher net margin than 95% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

83rd percentile

19%

Faster asset growth than 83% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

87th percentile

62%

Faster revenue growth than 87% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Assets

Up

$17,630,977

Up $5,085,553 (+41%) from 2015

Net Assets

Up

$17,630,977

Up $5,085,553 (+41%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$2,988,006

Up $1,848,259 (+162%) from 2015

Expenses

Up

$685,751

Up $128,940 (+23%) from 2015

Net Income

Up

$2,302,255

Up $1,719,319 (+295%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $5,543,416Liabilities 2010: $0Net Assets 2010: $5,543,4162010Assets 2011: $6,613,226Liabilities 2011: $0Net Assets 2011: $6,613,2262011Assets 2012: $7,909,602Liabilities 2012: $0Net Assets 2012: $7,909,6022012Assets 2013: $9,431,556Liabilities 2013: $0Net Assets 2013: $9,431,5562013Assets 2014: $11,894,683Liabilities 2014: $0Net Assets 2014: $11,894,6832014Assets 2015: $12,545,424Liabilities 2015: $0Net Assets 2015: $12,545,4242015Assets 2017: $17,630,977Liabilities 2017: $0Net Assets 2017: $17,630,9772017Assets 2018: $17,908,386Liabilities 2018: $0Net Assets 2018: $17,908,3862018Assets 2019: $24,241,623Liabilities 2019: $0Net Assets 2019: $24,241,6232019Assets 2020: $25,401,897Liabilities 2020: $330,000Net Assets 2020: $25,071,8972020Assets 2021: $29,972,251Liabilities 2021: $0Net Assets 2021: $29,972,2512021Assets 2022: $22,154,078Liabilities 2022: $0Net Assets 2022: $22,154,0782022Assets 2023: $29,993,040Liabilities 2023: $0Net Assets 2023: $29,993,0402023Assets 2024: $39,021,715Liabilities 2024: $0Net Assets 2024: $39,021,7152024

Highlighted filing

2017

Assets$17,630,977
Liabilities$0
Net Assets$17,630,977

Operations Trend

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

$20M$15M$10M$5.0M$0Expenses 2010: $267,0792010Expenses 2011: $248,1802011Expenses 2012: $233,5852012Revenue 2013: $529,159Expenses 2013: $338,339Net Income 2013: $190,8202013Revenue 2014: $2,596,999Expenses 2014: $515,315Net Income 2014: $2,081,6842014Revenue 2015: $1,139,747Expenses 2015: $556,811Net Income 2015: $582,9362015Revenue 2017: $2,988,006Expenses 2017: $685,751Net Income 2017: $2,302,2552017Revenue 2018: $3,233,450Expenses 2018: $831,973Net Income 2018: $2,401,4772018Revenue 2019: $7,260,947Expenses 2019: $887,939Net Income 2019: $6,373,0082019Revenue 2020: $4,571,965Expenses 2020: $1,135,660Net Income 2020: $3,436,3052020Revenue 2021: $3,240,298Expenses 2021: $1,135,073Net Income 2021: $2,105,2252021Revenue 2022: $1,684,298Expenses 2022: $1,342,246Net Income 2022: $342,0522022Revenue 2023: $8,814,787Expenses 2023: $1,241,095Net Income 2023: $7,573,6922023Revenue 2024: $19,223,490Expenses 2024: $1,334,000Net Income 2024: $17,889,4902024

Highlighted filing

2017

Revenue$2,988,006
Expenses$685,751
Net Income$2,302,255
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE W DUNCANPresident-$0--
DEBORAH E DUNCANVice President-$0--
Filing and Contact Details

Filer

Filer Name
Bruce and Deborah Duncan Foundation
EIN
20-3871657
Phone
3129616662
Address
1285 GULF SHORE BLVD N SUITE 3A, NAPLES, FL 34102

Signing Officer

Name
Bruce Duncan
Title
President
Phone
3123379633
Signed
2018-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
1 S WACKER DRIVE STE 800, CHICAGO, IL 60606
Preparer
Kelly Andiorio
Phone
3126343400
Raw XML AppendixShowing 400 of 691 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0ALL OF THE ABOVE CONTRIBUTIONS ARE FOR THE GENERAL CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL ACTIVITIES OF EACH DONEE.ALL RECIPIENTS ARE PUBLIC CHARITIES AS DESCRIBED IN SECTION 509(A)(1), (2), OR (3).
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11285 GULF SHORE BLVD N SUITE 3A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NAPLES
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THERE ARE NO STANDARDIZED APPLICATION FORMS. A LETTER REQUESTING A CONTRIBUTION IS SUFFICIENT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BRUCE W DUNCAN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03123379633
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01285 GULF SHORE BLVD N SUITE 3A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NAPLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0FL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd034102
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0ORGANIZATIONS MUST BE CHARITABLE, SCIENTIFIC, RELIGIOUS OR EDUCATIONAL AS DEFINED UNDER INTERNAL REVENUE CODE SECTION 170(C).
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0BRUCE W DUNCAN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt335000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13SEE FOOTNOTE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARTIS-NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARTISTS ASSOCIATION OF NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BLUE GAVEL SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOYS & GIRLS CLUB OF COLLIER COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CAMP BLUE SKIES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILDREN'S INTERNATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6CONSERVANCY OF SOUTHWEST FLORIDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7CURTIS INSTITUTE OF MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8EPISCOPAL CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9GREATER WASHINGTON COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10JOHNS HOPKINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11KENYON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12LEUKEMIA & LYMPHOMA SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13MARIA MITCHELL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14MASSACHUSETTS DOWN SYNDROME CONGRESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15MILLENNIUM PARK FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16MOORINGS PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17MOST BLESSED TRINITY ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18NANTUCKET BOYS & GIRLS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19NANTUCKET CONSERVATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20NANTUCKET COTTAGE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21NANTUCKET HISTORICAL ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22NCH HEALTHCARE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23NORTH SHORE SENIOR CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24PARKINSON'S DISEASE RESEARCH SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25PRESBYTERIAN CHURCH OF NAPLES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26RUSH UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27THE COMMUNITY FOUNDATION OF COLLIER COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28THE IMMOKALEE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29THEATRE WORKSHOP OF NANTUCKET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30UNIVERSITY OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31WARRIOR-SCHOLAR PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32WEILL CORNELL MEDICAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33WYOMING PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE FOOTNOTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1SEE FOOTNOTE

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$19.2$1.33$17.9
2023Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$8.81$1.24$7.57
2022Detailed filing. Detailed filing data is available for this year.$22.2$0.00$22.2$1.68$1.34$0.34
2021Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$3.24$1.14$2.11
2020Detailed filing. Detailed filing data is available for this year.$25.4$0.33$25.1$4.57$1.14$3.44
2019Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$7.26$0.89$6.37
2018Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$3.23$0.83$2.40
2017Detailed filing. Detailed filing data is available for this year.$17.6$0.00$17.6$2.99$0.69$2.30
2015Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$1.14$0.56$0.58
2014Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$2.60$0.52$2.08
2013Detailed filing. Detailed filing data is available for this year.$9.43$0.00$9.43$0.53$0.34$0.19
2012Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$0.23
2011Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.25
2010Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.27