Civic Intelligence

Duffy Foundation

990PF • Fiscal year 2019 • EIN 38-2908719

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 17, 2020

Organization Profile
101 N Main Street 7th FloorAnn Arbor, MI 48104

(734) 663-2445

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

16th percentile

0.00x

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

2019 filings • $10M-$25M nonprofits • Source year 2019

Net Margin

18th percentile

-14%

Higher net margin than 18% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

19th percentile

-3.1%

Faster asset growth than 19% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-14%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$20,354,090

Down $651,490 (-3.1%) from 2018

Net Assets

Down

$20,354,090

Down $651,490 (-3.1%) from 2018

Liabilities

Up

$1

Up $1 from 2018

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin18th percentile

Revenue

Down

$4,691,815

Down $749,423 (-14%) from 2018

Expenses

Up

$5,343,305

Up $327,711 (+6.5%) from 2018

Net Income

Down

-$651,490

Down $1,077,134 (-253%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$30M$20M$10M$0Assets 2010: $28,478,470Liabilities 2010: $0Net Assets 2010: $28,478,4702010Assets 2011: $26,604,562Liabilities 2011: $0Net Assets 2011: $26,604,5622011Assets 2012: $24,348,484Liabilities 2012: $12012Assets 2013: $23,237,880Liabilities 2013: $1Net Assets 2013: $23,237,8802013Assets 2014: $22,403,646Liabilities 2014: $1Net Assets 2014: $22,403,6462014Assets 2015: $22,362,324Liabilities 2015: $1Net Assets 2015: $22,362,3242015Assets 2016: $20,724,257Liabilities 2016: $0Net Assets 2016: $20,724,2572016Assets 2017: $20,579,936Liabilities 2017: $0Net Assets 2017: $20,579,9362017Assets 2018: $21,005,580Liabilities 2018: $0Net Assets 2018: $21,005,5802018Assets 2019: $20,354,090Liabilities 2019: $1Net Assets 2019: $20,354,0902019Assets 2020: $17,467,065Liabilities 2020: $1Net Assets 2020: $17,467,0652020Assets 2021: $18,507,347Liabilities 2021: $1Net Assets 2021: $18,507,3472021Assets 2022: $15,108,561Liabilities 2022: $1Net Assets 2022: $15,108,5612022Assets 2023: $12,048,474Liabilities 2023: $1Net Assets 2023: $12,048,4742023Assets 2024: $7,398,513Liabilities 2024: $0Net Assets 2024: $7,398,5132024

Highlighted filing

2019

Assets$20,354,090
Liabilities$1
Net Assets$20,354,090
Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

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

$20M$10M$0-$10MExpenses 2010: $2,563,6452010Expenses 2011: $3,007,0282011Revenue 2012: $900,590Expenses 2012: $3,156,668Net Income 2012: -$2,256,0782012Revenue 2013: $1,807,872Expenses 2013: $2,918,476Net Income 2013: -$1,110,6042013Revenue 2014: $2,272,023Expenses 2014: $3,106,257Net Income 2014: -$834,2342014Revenue 2015: $3,423,360Expenses 2015: $3,464,682Net Income 2015: -$41,3222015Revenue 2016: $3,117,581Expenses 2016: $4,755,648Net Income 2016: -$1,638,0672016Revenue 2017: $4,746,529Expenses 2017: $4,890,850Net Income 2017: -$144,3212017Revenue 2018: $5,441,238Expenses 2018: $5,015,594Net Income 2018: $425,6442018Revenue 2019: $4,691,815Expenses 2019: $5,343,305Net Income 2019: -$651,4902019Revenue 2020: $3,341,029Expenses 2020: $6,228,054Net Income 2020: -$2,887,0252020Revenue 2021: $7,446,512Expenses 2021: $6,406,230Net Income 2021: $1,040,2822021Revenue 2022: $5,618,962Expenses 2022: $9,017,748Net Income 2022: -$3,398,7862022Revenue 2023: $4,688,313Expenses 2023: $7,748,400Net Income 2023: -$3,060,0872023Revenue 2024: $13,739,879Expenses 2024: $18,389,840Net Income 2024: -$4,649,9612024

Highlighted filing

2019

Revenue$4,691,815
Expenses$5,343,305
Net Income-$651,490
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIK SERRSecretaryPT$30,000-$30,000
ANDREA HOLMESPresident/Treasurer/DirectPT$0--
KATHRYN HOLMESVice President/Director-$0--
CHRISTINE HOLMESVice President/Director-$0--
Filing and Contact Details

Filer

Filer Name
Duffy Foundation
EIN
38-2908719
Phone
7346632445
Address
101 N MAIN STREET 7TH FLOOR, ANN ARBOR, MI 48104

Signing Officer

Name
Erik H Serr
Title
Secretary
Phone
7346632445
Signed
2020-02-17
Discuss with paid preparer
Yes

Preparer

Firm
Miller Canfield Paddock & Stone Plc
Address
840 W LONG LAKE ROAD SUITE 150, TROY, MI 48098-6358
Preparer
Stacey L Deangelis
Phone
2488792000
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt03559165
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt05123000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt05123000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt01128648
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01128648
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-651490
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt04002
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt028849
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt028848
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt057697
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03559165
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt04605069
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020
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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,354,090
Liabilities
$1
Net assets
$20,354,090
Revenue
$4,691,815
Expenses
$5,343,305
Net income
-$651,490
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.40$0.00$7.40$13.7$18.4$4.65
2023Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$4.69$7.75$3.06
2022Detailed filing. Detailed filing data is available for this year.$15.1$0.00$15.1$5.62$9.02$3.40
2021Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$7.45$6.41$1.04
2020Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$3.34$6.23$2.89
2019Detailed filing. Detailed filing data is available for this year.$20.4$0.00$20.4$4.69$5.34$0.65
2018Detailed filing. Detailed filing data is available for this year.$21.0$0.00$21.0$5.44$5.02$0.43
2017Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$4.75$4.89$0.14
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.00$20.7$3.12$4.76$1.64
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$3.42$3.46$0.04
2014Detailed filing. Detailed filing data is available for this year.$22.4$0.00$22.4$2.27$3.11$0.83
2013Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$1.81$2.92$1.11
2012Summary only. Only limited summary data is available for this year.$24.3$0.00$0.90$3.16$2.26
2011Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$3.01
2010Detailed filing. Detailed filing data is available for this year.$28.5$0.00$28.5$2.56