Civic Intelligence

River Branch Foundation

990PF • Fiscal year 2023 • EIN 22-6054887

Jan 01, 2023 to Dec 31, 2023 • Filed on May 10, 2024

Organization Profile
830 A1a North Suite 13 Box 132Ponte Vedra, FL 32082

(904) 396-5831

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$19,937,242

Up $2,257,336 (+13%) from 2022

Net Assets

Up

$19,928,491

Up $2,249,436 (+13%) from 2022

Liabilities

Up

$8,751

Up $7,900 (+928%) from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin92nd percentile

Revenue

Up

$3,307,946

Up $620,809 (+23%) from 2022

Expenses

Down

$1,059,550

Down $1,143,713 (-52%) from 2022

Net Income

Up

$2,248,396

Up $1,764,522 (+365%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2023

Assets$19,937,242
Liabilities$8,751
Net Assets$19,928,491
Open 2023 Filing

Operations Trend

Revenue Growth74th 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

2023

Revenue$3,307,946
Expenses$1,059,550
Net Income$2,248,396
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 10, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th 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 A1A NORTH SUITE 13 BOX 132, PONTE VEDRA, FL 32082

Signing Officer

Name
Jennifer Johnson Duke
Title
Director
Phone
9043965831
Signed
2024-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Smoak Davis & Nixon Llp
Address
5011 GATE PARKWAY BLDG 100 STE 300, JACKSONVILLE, FL 32256-0562
Preparer
Robert T Loverich
Phone
9043965831
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13910474
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14021322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141812159
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14218982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14326269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14417289
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14534128
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14625843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1478908
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14813818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14952547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt150198639
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151185896
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15227338
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15338935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0A A R CORP - 407 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AIR PRODUCTS & CHEMICALS, INC. - 686 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ALAMOS GOLD INC - 1,511 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALKERMES PLC - 752 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALLETE INC - 460 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC CL A - 4,251 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC CL C - 1,686 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AMAZON.COM, INC. - 3,139 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ANALOG DEVICES, INC. - 755 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9ANGIODYNAMICS INC - 642 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APOGEE ENTERPRISES - 725 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11APPLE, INC. - 1,412 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ARCH CAP GGROUP LTD F - 1,714 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ARISTA NETWORKS INC. - 1,392 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ASTEC INDUSTRIES INC - 706 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15AVERY DENNISON CORP - 1,345 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16AVISTA CORP - 366 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AZZ INC - 823 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BECTON DICKINSON & CO. - 798 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BELDEN INC - 565 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BERKSHIRE HATHAWAY CL B - 11,182 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BIOCRYST PHARMACEUTICALS - 2,161 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BLACKROCK INC - 167 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BOOKING HOLDINGS INC. - 128 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CANADIAN PACIFIC RAILWAY F - 2,231 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CARLISLE CO. - 708 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CARMAX INC - 2,496 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CDW CORP - 659 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CHARLES SCHWAB CORP - 6,561 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CHARTER COMMUNICATIONS - 369 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CHIPOTLE MEXICAN GRL - 90 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31COLUMBUS MCKINNON CO - 391 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COMCAST CORP - 4,115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33COMMUNITY BANK SYS - 482 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34COMPASS MINERALS INT - 1,353 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CONDUENT INC - 2,577 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36COSTCO WHSL. CORP. - 384 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37COTY INC - 3,883 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COUSINS PROPERTIES - 566 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39DELTA AIR LINES INC - 3,407 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40DOLLAR GENERAL CORP - 2,740 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41DOLLAR TREE INC. - 1,264 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42DRIL QUIP - 788 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43EATON COPR PLC - 373 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ELEMENT SOLUTIONS INC - 1,133 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45ENERSYS - 378 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46EQUITY COMMONWEALTH - 4,903 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FEDEX CORP. - 906 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48FERGUSON PLC NEW - 1,768 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49FPA NEW INCOME - 39,269 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50FRESENIUS MEDICAL CARE F - 5,619 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GILDAN ACTIVEWEAR F - 691 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52GLACIER BANCORP INC NEW - 778 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53GREEN DOT INC - 599 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HAIN CELESTIAL GROUP - 2,206 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HANCOCK WHITNEY CORP - 575 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56HELMERICH & PAYNE 619 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57I C U MEDICAL INC - 489 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INFINEON TECH AG F - 4,147 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INTUITIVE SURGICAL - 630 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JOHNSON & JOHNSON - 1,241 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61JPMORGAN CHASE & CO - 1,721 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62KBR INC - 601 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63KONINKLIJKE PHILIPS - 6,947 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LAKELAND FINL - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MADDEN STEVEN LTD - 414 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MASCO CORP - 3,912 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MASTERCARD CL A - 750 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MERCURY SYSTEMS INC - 1,332 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69META PLATFORMS INC. - 1,152 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MICRON TECHNOLOGY - 3,399 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MICROSOFT CORP - 1,405 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72MODINE MANUFACTURING - 992 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73MOODYS CORP - 329 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NEOGENOMICS INC - 1,447 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NESTLE SA - 1,574 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76NETFLIX - 454 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77NEW JERSEY RESOURCE - 510 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78NIKE INC CL B - 1,461 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NORTHERN TRUST CORP - 2098 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80NOVARTIS ADR - 1128 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81NTNL BANK HLDGS - 1017 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82O G E ENERGY CP HLDG - 745 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83OAKMARK INTERNATIONAL IN - 53,355 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84OMINCOM GROUP INC. - 2,000 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ONESPAN INC - 831 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86ORTHOFIX MEDICAL INC - 448 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87PACIFIC PREMIER BANC - 763 SHS

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,937,242
Liabilities
$8,751
Net assets
$19,928,491
Revenue
$3,307,946
Expenses
$1,059,550
Net income
$2,248,396
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