Civic Intelligence

River Branch Foundation

990PF • Fiscal year 2014 • EIN 22-6054887

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 26, 2015

177 4th Avenue N 2nd FloorJacksonville, FL 32250

(904) 396-5831

Siviq Scores

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

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.05x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

86th percentile

46%

Higher net margin than 86% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

18th percentile

$0

Higher top officer pay than 18% of similar nonprofits.

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

61st percentile

5.6%

Faster asset growth than 61% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

30%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$16,407,998

Up $875,336 (+5.6%) from 2013

Net Assets

Up

$16,313,283

Up $809,236 (+5.2%) from 2013

Liabilities

Up

$94,715

Up $66,100 (+231%) from 2013

Revenue

Up

$1,774,717

Up $406,528 (+30%) from 2013

Expenses

Down

$965,481

Down $239,411 (-20%) from 2013

Net Income

Up

$809,236

Up $645,939 (+396%) from 2013

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $15,911,945Liabilities 2010: $0Net Assets 2010: $15,911,9452010Assets 2011: $15,292,220Liabilities 2011: $12011Assets 2012: $15,340,750Liabilities 2012: $12012Assets 2013: $15,532,662Liabilities 2013: $28,615Net Assets 2013: $15,504,0472013Assets 2014: $16,407,998Liabilities 2014: $94,715Net Assets 2014: $16,313,2832014Assets 2015: $16,168,911Liabilities 2015: $0Net Assets 2015: $16,168,9112015Assets 2016: $15,697,477Liabilities 2016: $0Net Assets 2016: $15,697,4772016Assets 2017: $15,895,221Liabilities 2017: $12,545Net Assets 2017: $15,882,6762017Assets 2018: $15,954,310Liabilities 2018: $0Net Assets 2018: $15,954,3102018Assets 2019: $15,488,911Liabilities 2019: $0Net Assets 2019: $15,488,9112019Assets 2020: $17,351,525Liabilities 2020: $49,679Net Assets 2020: $17,301,8462020Assets 2021: $17,203,480Liabilities 2021: $0Net Assets 2021: $17,203,4802021Assets 2022: $17,679,906Liabilities 2022: $851Net Assets 2022: $17,679,0552022Assets 2023: $19,937,242Liabilities 2023: $8,751Net Assets 2023: $19,928,4912023Assets 2024: $16,884,319Liabilities 2024: $75,555Net Assets 2024: $16,808,7642024

Highlighted filing

2014

Assets$16,407,998
Liabilities$94,715
Net Assets$16,313,283

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $835,6422010Revenue 2011: $250,764Expenses 2011: $870,489Net Income 2011: -$619,7252011Revenue 2012: $1,319,103Expenses 2012: $1,270,573Net Income 2012: $48,5302012Revenue 2013: $1,368,189Expenses 2013: $1,204,892Net Income 2013: $163,2972013Revenue 2014: $1,774,717Expenses 2014: $965,481Net Income 2014: $809,2362014Revenue 2015: $1,201,054Expenses 2015: $1,345,426Net Income 2015: -$144,3722015Revenue 2016: $1,388,973Expenses 2016: $1,860,407Net Income 2016: -$471,4342016Revenue 2017: $1,385,735Expenses 2017: $1,200,536Net Income 2017: $185,1992017Revenue 2018: $1,944,643Expenses 2018: $1,873,009Net Income 2018: $71,6342018Revenue 2019: $749,078Expenses 2019: $1,214,477Net Income 2019: -$465,3992019Revenue 2020: $3,216,860Expenses 2020: $1,403,925Net Income 2020: $1,812,9352020Revenue 2021: $2,265,733Expenses 2021: $2,364,099Net Income 2021: -$98,3662021Revenue 2022: $2,687,137Expenses 2022: $2,203,263Net Income 2022: $483,8742022Revenue 2023: $3,307,946Expenses 2023: $1,059,550Net Income 2023: $2,248,3962023Revenue 2024: $8,752,269Expenses 2024: $11,871,992Net Income 2024: -$3,119,7232024

Highlighted filing

2014

Revenue$1,774,717
Expenses$965,481
Net Income$809,236
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 26, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER JOHNSON DUKEDirector-$0--
JUDITH LEROUXTrustee-$0--
SIMON GREGGTrustee-$0--
JASON GREGGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
River Branch Foundation
EIN
22-6054887
Phone
9043965831
Address
177 4TH AVENUE N 2ND FLOOR, JACKSONVILLE, FL 32250

Signing Officer

Name
Jennifer Johnson Duke
Title
Director
Phone
9043965831
Signed
2015-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Smoak Davis & Nixon Llp
Address
5011 GATE PARKWAY BLDG 100 STE 300, JACKSONVILLE, FL 32256-0562
Preparer
Edward P Schmitzer
Phone
9043965831
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52700 SHS - OCCIDENTAL PETROLEUM CORP.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm532251 SHS - PACCAR INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm543948 SHS - PEPSICO, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm557721 SHS - PETROLEW BRASILEIRO ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5668 SHS - PRICELINE COM INC COM NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm573766 SHS - PROCTER & GAMBLE CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm586214 SHS - PROGRESSIVE CORP OHIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59650 SHS - QUALCOMM, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60492 SHS - RALPH LAUREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm615938 SHS - ROCHE HOLDINGS LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm621200 SHS - SCHLUMBERGER LTD.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm635013 SHS - SOUTHWESTERN ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm641700 SHS - STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651100 SHS - STATE STREET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm664815 SHS - TEXAS INSTRS INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671200 SHS - THERMO FISHER SCIENIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm681553 SHS - TIFFANY & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691900 SHS - TJX COMPANIES, INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702936 SHS - UNION PACIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm711365 SHS - UNITEDHEALTH GROUP INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm721250 SHS - UNITED PARCEL SERVICES INC. CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73400 SHS - UNITED TECHNOLOGIES CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm743609 SHS - US BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75713 SHS - VISA INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm761500 SHS - WALGREENS BOOTS ALLIANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm775330 SHS - WELLS FARGO & CO NEW COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781178 SHS - W W GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm792175 SHS - YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8077173 SHS - LONGLEAF PARTNERS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8141879 SHS - OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8231537 SHS - OAKMARK INTERNATIONAL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8339804 SHS - TWEEDY BROWNE GLOBAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84100583 SHS - VANGUARD S/T INVESTMENT GRADE
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04024
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt012071
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt016095
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01459980
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0797000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0797000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0314737
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0314737
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0809236
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01459980
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01013
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0106960
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt011448
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt044413
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0801024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0130479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0965481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01774717
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01774717
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04024
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0130479
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0168481
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03228714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0906821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1553159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0906821
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1553159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04135535
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1553159
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01459980
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0809236
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt016313283
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015504047
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt016313283
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01057166
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01057166
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01057166
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01090051
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032885
IRS990PF/DistributableAmountGrp/TotalTaxAmt032885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt011987
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt048
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt024920
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt011987
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt044920
IRS990PF/FMVAssetsEOYAmt022469635
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt023099
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt086766
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt062150
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt029711
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt062150
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt015504047
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt016313283
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt014748333
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt015415212
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021538999
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt05516
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt07949
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0754618
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0930636
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0930636
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt015532662
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt016407998
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt022469635
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt028615
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt094715
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt015532662
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt016407998
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt015504047
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt016313283
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt022133020
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0945163
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt021187857
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0331995
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01090051
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt021801025
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt022133020
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER JOHNSON DUKE

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.9$0.08$16.8$8.75$11.9$3.12
2023Detailed filing. Detailed filing data is available for this year.$19.9$0.01$19.9$3.31$1.06$2.25
2022Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$2.69$2.20$0.48
2021Detailed filing. Detailed filing data is available for this year.$17.2$0.00$17.2$2.27$2.36$0.10
2020Detailed filing. Detailed filing data is available for this year.$17.4$0.05$17.3$3.22$1.40$1.81
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.75$1.21$0.47
2018Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.94$1.87$0.07
2017Detailed filing. Detailed filing data is available for this year.$15.9$0.01$15.9$1.39$1.20$0.19
2016Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.39$1.86$0.47
2015Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$1.20$1.35$0.14
2014Detailed filing. Detailed filing data is available for this year.$16.4$0.09$16.3$1.77$0.97$0.81
2013Detailed filing. Detailed filing data is available for this year.$15.5$0.03$15.5$1.37$1.20$0.16
2012Summary only. Only limited summary data is available for this year.$15.3$0.00$1.32$1.27$0.05
2011Summary only. Only limited summary data is available for this year.$15.3$0.00$0.25$0.87$0.62
2010Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$0.84