Civic Intelligence

Garfield G Duncan Research Foundation Inc.

990 • Fiscal year 2018 • EIN 23-1682363

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 17, 2019

Organization ProfileWWW.DIABETESEDUCATIONANDRESEARCHCENTER
PO Box 897Philadelphia, PA 19105

(215) 829-3436

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-256%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$463,882

Down $92,706 (-17%) from 2017

Net Assets

Down

$463,773

Down $92,667 (-17%) from 2017

Liabilities

Down

$109

Down $39 (-26%) from 2017

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin3rd percentile

Revenue

Down

$24,862

Down $21,270 (-46%) from 2017

Expenses

Up

$88,617

Up $14,913 (+20%) from 2017

Net Income

Down

-$63,755

Down $36,183 (-131%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$800K$600K$400K$200K$0-$200KAssets 2010: $469,514Liabilities 2010: $259Net Assets 2010: $469,2552010Assets 2011: $469,646Liabilities 2011: $153Net Assets 2011: $469,4932011Assets 2013: $612,393Liabilities 2013: $330Net Assets 2013: $612,0632013Assets 2014: $623,486Liabilities 2014: $309Net Assets 2014: $623,1772014Assets 2015: $567,300Liabilities 2015: $185Net Assets 2015: $567,1152015Assets 2016: $545,174Liabilities 2016: $31Net Assets 2016: $545,1432016Assets 2017: $556,588Liabilities 2017: $148Net Assets 2017: $556,4402017Assets 2018: $463,882Liabilities 2018: $109Net Assets 2018: $463,7732018Assets 2019: $463,611Liabilities 2019: $85Net Assets 2019: $463,6112019Assets 2020: $427,530Liabilities 2020: $913Net Assets 2020: $426,6172020Assets 2021: $388,739Liabilities 2021: $515Net Assets 2021: $388,2242021Assets 2022: $262,323Liabilities 2022: $15Net Assets 2022: $262,3082022Assets 2023: $208,897Liabilities 2023: $446Net Assets 2023: $208,4512023Assets 2024: $144,574Liabilities 2024: -$125Net Assets 2024: $144,6992024

Highlighted filing

2018

Assets$463,882
Liabilities$109
Net Assets$463,773
Open 2018 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50K-$100KRevenue 2010: $57,942Expenses 2010: $47,635Net Income 2010: $10,3072010Revenue 2011: $43,212Expenses 2011: $42,974Net Income 2011: $2382011Revenue 2013: $75,439Expenses 2013: $51,379Net Income 2013: $24,0602013Revenue 2014: $59,688Expenses 2014: $64,385Net Income 2014: -$4,6972014Revenue 2015: $55,591Expenses 2015: $73,373Net Income 2015: -$17,7822015Revenue 2016: $29,153Expenses 2016: $79,995Net Income 2016: -$50,8422016Revenue 2017: $46,132Expenses 2017: $73,704Net Income 2017: -$27,5722017Revenue 2018: $24,862Expenses 2018: $88,617Net Income 2018: -$63,7552018Revenue 2019: $46,013Expenses 2019: $86,180Net Income 2019: -$40,1672019Revenue 2020: $22,077Expenses 2020: $88,589Net Income 2020: -$66,5122020Revenue 2021: $21,115Expenses 2021: $92,335Net Income 2021: -$71,2202021Revenue 2022: $16,657Expenses 2022: $89,730Net Income 2022: -$73,0732022Revenue 2023: $12,964Expenses 2023: $88,005Net Income 2023: -$75,0412023Revenue 2024: $10,666Expenses 2024: $81,400Net Income 2024: -$70,7342024

Highlighted filing

2018

Revenue$24,862
Expenses$88,617
Net Income-$63,755
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 17, 2019
Return Version
2018v3.1
Gross Receipts
$94,862
Mission and Program Overview

Mission

The goal of the foundation is the improved health of people with diabetes by providing education, research and involving itself in local and national diabetes forums.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$534,467$440,639▼ $93,828
Cash and Non-Interest-Bearing Accounts$22,121$23,243▲ $1,122
Total Assets$556,588$463,882▼ $92,706
Liabilities
Accounts Payable and Accrued Expenses$148$109▼ $39
Total Liabilities$148$109▼ $39
Net Assets / Fund Balance
Unrestricted Net Assets$556,440$463,773▼ $92,667
Total Net Assets Fund Balance$556,440$463,773▼ $92,667
Total Liabilities and Net Assets / Fund Balance$556,588$463,882▼ $92,706

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1,787$1,787

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$505,993-▼ $18,780-$412,087
2017$498,113-▲ $67,900-$505,993
2016$515,927-▲ $40,108-$498,113
2015$566,643-▼ $870-$515,927
2014$557,515-▲ $10,044-$566,643
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Carolyn Duncan SternPresident
Theodore G Duncan MdPresident Em
Anthony J TurnerBoard
Father Daniel DoyleBoard
David P Brown IiiSecretary
Ellen FunkTreasurer
Sharon Duncan-sylviaVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$14,425
Program Service Revenue
$0
Investment Income
$10,437
Other Revenue
$0
All Other Contributions
$14,425
Change in Net Assets
$-63,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$18,719
Salaries, Compensation, and Employee Benefits$14,898
Total Fundraising Expense$1,786
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Other Salaries and Wages$1,372$11,093$1,233$13,698
Fees for Services Accounting-$3,050-$3,050
Office Expenses-$1,846-$1,846
All Other Expenses-$1,180$445$1,625
Insurance-$1,529-$1,529
Other Expenses$5,790$1,247-$1,247
Payroll Taxes$120$972$108$1,200
Fees for Services Legal-$35-$35
Total Functional Expenses$62,282$24,549$1,786$88,617
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thomas Jefferson UniversityPhiladelphia, PA3See Part Iv$30,000
Pennsylvania HosiptalPhiladelphia, PA3See Part Iv$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“T.g.duncan, m.d. Carolyn duncan stern past pres president daughter carolyn duncan stern sharon duncan-sylvia president board sister”

Form 990, Page 6, Part VI, Line 9

“Theodore g duncan md 3017 ne 57th street ft. Lauderdale, fl 33308 ellen funk 10 blakely road haverford, pa 19041 sharon duncan-sylvia 42 otis bassett road west tisbury, ma 02568 david p. Brown iii 1944 kimberton road kimberton, pa 19442-0729 father daniel doyle 261 queen street philadelphia, pa 19119 anthony j turner 720 e. Veron road philadelphia, pa 19119”

Form 990, Page 6, Part VI, Line 11B

“Draft copy of tax return is sent to president and office manager for review and approval”

Form 990, Page 6, Part VI, Line 19

“Verbally or written communication as needed.”

Filing and Contact Details

Filer

Filer Name
Garfield G Duncan Research
EIN
23-1682363
Phone
2158293436
Address
PO BOX 897, PHILADELPHIA, PA 19105

Signing Officer

Name
Carolyn Duncan Stern
Title
President
Phone
2158293426
Signed
2019-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Duncan Stern
Formed
1967
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
9

Preparer

Firm
Gpcd Partners LLC
Address
1420 WALNUT ST STE 1012, PHILADELPHIA, PA 19102-4010
Preparer
John C Papandon Esq CPA Llm
Phone
2158549300
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“All board members volunteer their time to the organization”

Form 990, Page 2, Part III, Line 4D

“Support of website homepage and message board at website blog”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment fund was established by the board of directors to provide an income stream to support the functions of the organization. The income provided may also be used to support administrative expenses of the foundation.”

Schedule D, Page 3, Part X

“The foundation is a non-profit organization as described in section 501(c) (3) of the internal revenue code and is exempt from federal and state income taxes. The foundation is required to recognize financial statement effects of a tax position if it is more likely than not that the position will not be sustained upon examination. The foundation has no uncertain tax positions that qualify for the recognition in the finanical statements. The federal income tax returns of the foundation for 2015 through 2018 are subject to examination by the irs, generally for the three years after they were filed.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUND WAS ESTABLISHED BY THE BOARD OF DIRECTORS TO PROVIDE AN INCOME STREAM TO SUPPORT THE FUNCTIONS OF THE ORGANIZATION. THE INCOME PROVIDED MAY ALSO BE USED TO SUPPORT ADMINISTRATIVE EXPENSES OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS A NON-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE FOUNDATION IS REQUIRED TO RECOGNIZE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR THE RECOGNITION IN THE FINANICAL STATEMENTS. THE FEDERAL INCOME TAX RETURNS OF THE FOUNDATION FOR 2015 THROUGH 2018 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THE THREE YEARS AFTER THEY WERE FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PENNSYLVANIA HOSIPTAL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13535 MARKET STREET
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THOMAS JEFFERSON UNIVERSITY - TO SUPPORT RESEARCH FELLOWS AND YOUNG FACULTY IN THE DEPARTMENT WHO PLAN AN ACADEMIC RESEARCH CAREER FOCUSING ON CARDIOVASCULAR DISEASE PREVENTION, DIAGNOSIS AND TREATMENT, INCLUDING DIABETES. PENNSYLVANIA HOSPITAL - TO CARE FOR THE SICK AND ADVANCE THE ART AND SCIENCE OF MEDICINE. IN ADDITION, IT ALLOWS THE HOSPITAL TO CARRY ON THEIR HISTORIC CHARITABLE MISSION AND FOCUS EFFORTS ON THE PATIENT WITH EFFECTIVE TREATMENT AND CUTTING EDGE TECHNOLOGY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS VOLUNTEER THEIR TIME TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SUPPORT OF WEBSITE HOMEPAGE AND MESSAGE BOARD AT WEBSITE BLOG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2T.G.DUNCAN, M.D. CAROLYN DUNCAN STERN PAST PRES PRESIDENT DAUGHTER CAROLYN DUNCAN STERN SHARON DUNCAN-SYLVIA PRESIDENT BOARD SISTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THEODORE G DUNCAN MD 3017 NE 57TH STREET FT. LAUDERDALE, FL 33308 ELLEN FUNK 10 BLAKELY ROAD HAVERFORD, PA 19041 SHARON DUNCAN-SYLVIA 42 OTIS BASSETT ROAD WEST TISBURY, MA 02568 DAVID P. BROWN III 1944 KIMBERTON ROAD KIMBERTON, PA 19442-0729 FATHER DANIEL DOYLE 261 QUEEN STREET PHILADELPHIA, PA 19119 ANTHONY J TURNER 720 E. VERON ROAD PHILADELPHIA, PA 19119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DRAFT COPY OF TAX RETURN IS SENT TO PRESIDENT AND OFFICE MANAGER FOR REVIEW AND APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5VERBALLY OR WRITTEN COMMUNICATION AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$463,882
Liabilities
$109
Net assets
$463,773
Revenue
$24,862
Expenses
$88,617
Net income
-$63,755
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11$0.81$0.71
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.08$0.13$0.88$0.75
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.17$0.90$0.73
2021Detailed filing. Detailed filing data is available for this year.$3.89$0.01$3.88$0.21$0.92$0.71
2020Detailed filing. Detailed filing data is available for this year.$4.28$0.01$4.27$0.22$0.89$0.67
2019Summary only. Only limited summary data is available for this year.$4.64$0.00$4.64$0.46$0.86$0.40
2018Detailed filing. Detailed filing data is available for this year.$4.64$0.00$4.64$0.25$0.89$0.64
2017Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.56$0.46$0.74$0.28
2016Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.29$0.80$0.51
2015Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.56$0.73$0.18
2014Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$0.60$0.64$0.05
2013Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.75$0.51$0.24
2011Summary only. Only limited summary data is available for this year.$4.70$0.00$4.69$0.43$0.43$0.00
2010Summary only. Only limited summary data is available for this year.$4.70$0.00$4.69$0.58$0.48$0.10