Civic Intelligence

River Branch Foundation

990PF • Fiscal year 2016 • EIN 22-6054887

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization Profile
830-13 A1a North Pmb 391Ponte Vedra, FL 32062

(904) 396-5831

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

12th percentile

0.00x

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Net Margin

11th percentile

-34%

Higher net margin than 11% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2016 filings • $10M-$25M nonprofits • Source year 2016

Asset Growth

25th percentile

-2.9%

Faster asset growth than 25% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$15,697,477

Down $471,434 (-2.9%) from 2015

Net Assets

Down

$15,697,477

Down $471,434 (-2.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin11th percentile

Revenue

Up

$1,388,973

Up $187,919 (+16%) from 2015

Expenses

Up

$1,860,407

Up $514,981 (+38%) from 2015

Net Income

Down

-$471,434

Down $327,062 (-227%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

2016

Assets$15,697,477
Liabilities$0
Net Assets$15,697,477
Open 2016 Filing

Operations Trend

Revenue Growth77th percentile

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

2016

Revenue$1,388,973
Expenses$1,860,407
Net Income-$471,434
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay19th percentile

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
830-13 A1A NORTH PMB 391, PONTE VEDRA, FL 32062

Signing Officer

Name
Jennifer Johnson Duke
Title
Director
Phone
9043965831
Signed
2017-05-03
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/StockNm642052 SHS - VISA INC. CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651800 SHS - WALGREENS BOOTS ALLIANCE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm664513 SHS - WELLS FARGO & CO NEW COM STK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm671107 SHS - WORKDAY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68739 SHS - W W GRAINGER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm691973 SHS - YUM BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7096661 SHS - LONGLEAF PARTNERS INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7144689 SHS - OAKMARK INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7234213 SHS - OAKMARK INTERNATIONAL SMALL CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7343081 SHS - TWEEDY BROWNE GLOBAL VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74104886 SHS - VANGUARD S/T INVESTMENT GRADE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JENNIFER JOHNSON DUKE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3830-13 A1A NORTH PMB 391
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3PONTE VEDRA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132062
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232062
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0801024
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt01067564
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt01135320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0747791

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,697,477
Liabilities
$0
Net assets
$15,697,477
Revenue
$1,388,973
Expenses
$1,860,407
Net income
-$471,434
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