Civic Intelligence

Garfield G Duncan Research Foundation Inc.

990 • Fiscal year 2020 • EIN 23-1682363

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 07, 2021

10 Blakely RoadHaverford, PA 19041

(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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

4th percentile

-301%

Higher net margin than 4% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

30th percentile

-7.8%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-52%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$427,530

Down $36,081 (-7.8%) from 2019

Net Assets

Down

$426,617

Down $36,994 (-8.0%) from 2019

Liabilities

Up

$913

Up $828 (+974%) from 2019

Revenue

Down

$22,077

Down $23,936 (-52%) from 2019

Expenses

Up

$88,589

Up $2,409 (+2.8%) from 2019

Net Income

Down

-$66,512

Down $26,345 (-66%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$427,530
Liabilities$913
Net Assets$426,617

Operations Trend

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

2020

Revenue$22,077
Expenses$88,589
Net Income-$66,512
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 7, 2021
Return Version
2020v4.0
Gross Receipts
$22,077
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.

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 forum.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$449,822$415,225▼ $34,597
Cash and Non-Interest-Bearing Accounts$13,789$12,305▼ $1,484
Total Assets$463,611$427,530▼ $36,081
Liabilities
Accounts Payable and Accrued Expenses$85$913▲ $828
Total Liabilities$85$913▲ $828
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$463,526$426,617▼ $36,909
Total Net Assets Fund Balance$463,526$426,617▼ $36,909
Total Liabilities and Net Assets / Fund Balance$463,611$427,530▼ $36,081

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$449,822-▲ $9,801-$415,225
2019$474,181-▲ $30,641-$449,822
2018$505,993-▲ $23,188-$474,181
2017$498,113-▲ $67,900-$505,933
2016$515,927-▲ $40,108-$498,113
Compensation and Service Providers

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$12,276
Program Service Revenue
$0
Investment Income
$9,801
Other Revenue
$0
Change in Net Assets
$-66,512
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$55,000
Other Expenses$18,990
Salaries, Compensation, and Employee Benefits$14,599
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$55,000--$55,000
Other Salaries and Wages$1,325$12,100-$13,425
Fees for Services Other-$13,231-$13,231
Fees for Services Accounting-$5,575-$5,575
Payroll Taxes$116$1,058-$1,174
Fees for Services Legal-$184-$184
Total Functional Expenses$56,441$32,148$0$88,589
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thomas Jefferson UniversityPhiladelphia, PA3See Part Iv$30,000
Pennsylvania HospitalPhiladelphia, 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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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

Carolyn duncan stern sharon duncan-sylvia president board member sister

Form 990, Page 6, Part VI, Line 9

Sharon duncan-sylvia 42 otis bassett road west tisbury, ma 02568 david p brown iii 1944 kimberton road kimberton, pa 19442 father daniel doyle 261 queen street philadelphia, pa 19147 anthony j turner 720 e vernon road philadelphia, pa 19119

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

Form 990, part i, line 6 all board members volunteer their time to the organization form 990, part iii, line 4d - all other accomplishments support of website homepage and message board at the website blog form 990, partvi, line 2 - related party information among officer carolyn duncan stern sharon duncan-sylvia president board member sister form 990, part vi, line 9 - officers who can not be reached ellen funk 101 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 turner 720 e vernon road philadelphia, pa 19119 form 990, part vi line 11b - organization's process to review form 9910 draft copy of tax return is sent to president and office manager for review and approval form 990, part vi, line 19 - governing documents disclosure explanation verbally or written communication as needed

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Garfield G Duncan Research
EIN
23-1682363
Phone
2158293436
Address
10 BLAKELY ROAD, HAVERFORD, PA 19041

Signing Officer

Name
Carolyn Duncan Stern
Title
President
Phone
2158293436
Signed
2021-10-07

Organization Details

Principal Officer
Carolyn Duncan Stern
Formed
1967
Voting Board Members
6
Independent Board Members
6
Employees
3

Preparer

Firm
CARROLL PAGANO & ASSOC PC CPA'S
Address
1300 LAWRENCE RD, HAVERTOWN, PA 19083
Preparer
Joseph a Pagano CPA
Phone
6108532030
Supplemental Narrative

Additional Explanations

Form 990

Form 990 part i - line 6 all board members volunteer their time to the organization. Form 990 part iii - line 4d - all other accomplishments support of website homepage and message board at the website blog

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

Contributions come from the general public and from certain grants.

Form 990, Part IX, Line 11G

Bank service charges 0 42 0 christmas expense 0 325 0 dues & subscriptions 0 229 0 telephone 0 1,143 0 licenses & permits 0 350 0 office offices 0 3,304 0 reimbursed expenses 0 25 0 insurance 0 404 0 professional expenses 0 6,641 0 taxes - other 0 768 0 total 0 13,231 0

Financial Statement Notes

Schedule D, Page 4, Part XIII

Part xiii - supplemental financial information part v line 4 - intended uses for endowment funds 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 the administrative expenses of the foundation part x - fin 48 footnote 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 morelikely than not that the position will not be sustained upon exemination. The foundation has no uncertain tax positions that qualify for the recognition in the financial statements. The federal income tax returns of the foundation for 2017 through 2019 are subject for examination by the internal revenue service, generally for the three years after they have been 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/ExplanationTxt0PART XIII - SUPPLEMENTAL FINANCIAL INFORMATION PART V LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS 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 THE ADMINISTRATIVE EXPENSES OF THE FOUNDATION PART X - FIN 48 FOOTNOTE 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 MORELIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXEMINATION. THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR THE RECOGNITION IN THE FINANCIAL STATEMENTS. THE FEDERAL INCOME TAX RETURNS OF THE FOUNDATION FOR 2017 THROUGH 2019 ARE SUBJECT FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THE THREE YEARS AFTER THEY HAVE BEEN FILED.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THOMAS JEFFERSON UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PENNSYLVANIA HOSPITAL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13535 MARKET STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0SEE SCHEDULE I FOR SUPPLEMENTAL INFORMATION WORKSHEET
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PART IV - ADDITIONAL INFORMATION THOMAS JEFFERSON UNIVERSITY - TO SUPPORT RESEARCH FELLOWS AND YOUNG FACULTY IN THE DEPARTMENT WHO PLAN AN ACADEMMIC RESEARCH CAREER FOCUSING ON CADIOVASCULAR 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 THEIR EFFORTS ON THE PATIENTS WITH EFFECTIVE TREATMENT AND CUTTING EDGE TECHNOLOGY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 PART I - LINE 6 ALL BOARD MEMBERS VOLUNTEER THEIR TIME TO THE ORGANIZATION. FORM 990 PART III - LINE 4D - ALL OTHER ACCOMPLISHMENTS SUPPORT OF WEBSITE HOMEPAGE AND MESSAGE BOARD AT THE WEBSITE BLOG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONTRIBUTIONS COME FROM THE GENERAL PUBLIC AND FROM CERTAIN GRANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CAROLYN DUNCAN STERN SHARON DUNCAN-SYLVIA PRESIDENT BOARD MEMBER SISTER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SHARON DUNCAN-SYLVIA 42 OTIS BASSETT ROAD WEST TISBURY, MA 02568 DAVID P BROWN III 1944 KIMBERTON ROAD KIMBERTON, PA 19442 FATHER DANIEL DOYLE 261 QUEEN STREET PHILADELPHIA, PA 19147 ANTHONY J TURNER 720 E VERNON ROAD PHILADELPHIA, PA 19119
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART I, LINE 6 ALL BOARD MEMBERS VOLUNTEER THEIR TIME TO THE ORGANIZATION FORM 990, PART III, LINE 4D - ALL OTHER ACCOMPLISHMENTS SUPPORT OF WEBSITE HOMEPAGE AND MESSAGE BOARD AT THE WEBSITE BLOG FORM 990, PARTVI, LINE 2 - RELATED PARTY INFORMATION AMONG OFFICER CAROLYN DUNCAN STERN SHARON DUNCAN-SYLVIA PRESIDENT BOARD MEMBER SISTER FORM 990, PART VI, LINE 9 - OFFICERS WHO CAN NOT BE REACHED ELLEN FUNK 101 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 TURNER 720 E VERNON ROAD PHILADELPHIA, PA 19119 FORM 990, PART VI LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 9910 DRAFT COPY OF TAX RETURN IS SENT TO PRESIDENT AND OFFICE MANAGER FOR REVIEW AND APPROVAL FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS DISCLOSURE EXPLANATION VERBALLY OR WRITTEN COMMUNICATION AS NEEDED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK SERVICE CHARGES 0 42 0 CHRISTMAS EXPENSE 0 325 0 DUES & SUBSCRIPTIONS 0 229 0 TELEPHONE 0 1,143 0 LICENSES & PERMITS 0 350 0 OFFICE OFFICES 0 3,304 0 REIMBURSED EXPENSES 0 25 0 INSURANCE 0 404 0 PROFESSIONAL EXPENSES 0 6,641 0 TAXES - OTHER 0 768 0 TOTAL 0 13,231 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN DUNCAN STERN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02158293436
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GARFIELD G DUNCAN RESEARCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GARF
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ReturnHeader/Filer/PhoneNum02158293436
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARROLL PAGANO & ASSOC PC CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01300 LAWRENCE RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAVERTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019083
ReturnHeader/PreparerPersonGrp/PhoneNum06108532030
ReturnHeader/PreparerPersonGrp/PreparationDt02022-06-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH A PAGANO CPA
ReturnHeader/ReturnTs02022-06-02T18:08:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CAROLYN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUNCAN STERN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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