Civic Intelligence

River Branch Foundation

990PF • Fiscal year 2022 • EIN 22-6054887

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 29, 2023

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

68th percentile

18%

Higher net margin than 68% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

61st percentile

2.8%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$17,679,906

Up $476,426 (+2.8%) from 2021

Net Assets

Up

$17,679,055

Up $475,575 (+2.8%) from 2021

Liabilities

Up

$851

Up $851 from 2021

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin68th percentile

Revenue

Up

$2,687,137

Up $421,404 (+19%) from 2021

Expenses

Down

$2,203,263

Down $160,836 (-6.8%) from 2021

Net Income

Up

$483,874

Up $582,240 (+592%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$17,679,906
Liabilities$851
Net Assets$17,679,055
Open 2022 Filing

Operations Trend

Revenue Growth72nd 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

2022

Revenue$2,687,137
Expenses$2,203,263
Net Income$483,874
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 29, 2023
Return Version
2022v5.0
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
2023-11-29
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/EOYFMVAmt12841108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12951470
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13033850
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13122002
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1387555
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14038160
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt141187684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142214944
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt143235400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14498012
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14552561
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14622372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt147168835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt148157154
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt149356491
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1501221521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt151667163
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt152879035
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt153744439
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1541409774
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0A A R CORP - 542 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ADOBE SYSTEMS INC. - 245 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AIR PRODUCTS & CHEMICALS, INC. - 668 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ALAMOS GOLD INC - 3,115 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ALKERMES PLC - 520 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALLETE INC - 460 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ALPHABET INC CL A - 4,075 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7ALPHABET INC CL C - 2,236 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AMAZON.COM, INC. - 3,130 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9AMERN EAGLE OUTFITRS - 910 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10ANALOG DEVICES, INC. - 867 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ANGIODYNAMICS INC - 476 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12APOGEE ENTERPRISES - 770 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13APPLE, INC. - 1,624 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ARCH CAP GGROUP LTD F - 2,356 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ARISTA NETWORKS INC. - 1,601 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ASTEC INDUSTRIES INC - 706 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AVERY DENNISON CORP - 1,040 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18AVISTA CORP - 366 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AZZ INC - 760 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20BECTON DICKINSON & CO. - 830 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21BELDEN INC - 645 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BERKSHIRE HATHAWAY CL B - 16,476 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BIOCRYST PHARMACEUTICALS - 1,684 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BLACKROCK INC - 182 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BLUEPRINT MEDICINES CORP - 122 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26BOOKING HOLDINGS INC. - 218 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CANADIAN PACIFIC RAILWAY F - 2,566 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CARLISLE CO. - 639 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CARMAX INC - 2,711 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CARTERS INC - 215 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CDW CORP - 1,223 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CHARTER COMMUNICATIONS - 424 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CHIPOTLE MEXICAN GRL - 103 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CIRCOR INTERNTNL - 1,113 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CHARLES SCHWAB CORP - 4,925 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36COMCAST CORP - 4,733 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37COLUMBUS MCKINNON CO - 391 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38COMMUNITY BANK SYS - 301 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39COMPASS MINERALS INT - 1,240 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40CONDUENT INC - 3,936 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41COSTCO WHSL. CORP. - 353 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42C S G SYSTEMS INTL - 148 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COTY INC - 6,200 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44COUSINS PROPERTIES - 566 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45DELTA AIR LINES INC - 3,919 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46DESKTOP METAL INC - 1,465 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47DOLLAR GENERAL CORP - 1,635 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48DOLLAR TREE INC. - 1,414 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49DRIL QUIP - 788 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50ECOLAB INC - 524 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51EATON COPR PLC - 917 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52EHEALTH INC - 395 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ELEMENT SOLUTIONS INC - 1,133 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54ENERSYS - 467 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ENTERPRISE FINL SVCSCOR - 421 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56EQUITY COMMONWEALTH - 4,016 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57FARO TECHNOLOGIES - 749 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58FEDEX CORP. - 1,253 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59FERGUSON PLC NEW - 1,958 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60FRESENIUS MEDICAL CARE F - 4,757 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61GILDAN ACTIVEWEAR F
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62GLACIER BANCORP INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63GLATFELTER - 1,703 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64GREEN DOT INC - 599 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65HAIN CELESTIAL GROUP - 2,567 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66HANCOCK WHITNEY CORP - 513 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67HARLEY DAVIDSON INC - 243 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68HELMERICH & PAYNE 510 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69HURON CONSULTING GRP - 120 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70I C U MEDICAL INC - 343 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71IMMUNOGEN INC - 2,317 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72INFINEON TECH AG F - 4,765 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73INTUITIVE SURGICAL - 723 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74JOHNSON & JOHNSON - 1,292 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75JPMORGAN CHASE & CO - 3,042 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76KBR INC - 682 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77KONINKLIJKE PHILIPS - 7,340 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78LAKELAND FINL - 140 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79MADDEN STEVEN LTD - 324 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80MASTERCARD CL A - 862 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81MASCO CORP - 4,292 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82META PLATFORMS INC. - 1,656 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83MERCURY SYSTEMS INC - 324 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84MICRON TECHNOLOGY - 3,257 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MICROSOFT CORP - 1,760 SHS

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,679,906
Liabilities
$851
Net assets
$17,679,055
Revenue
$2,687,137
Expenses
$2,203,263
Net income
$483,874
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