Civic Intelligence

Joseph C Duke Foundation Tr 25245340

990PF • Fiscal year 2011 • EIN 41-6554802

Jul 01, 2010 to Jun 30, 2011 • Filed on Jul 28, 2011

Organization Profile
P O Box 64713 Trust Tax Services55164-0713
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

93rd percentile

$33,405

Higher top officer pay than 93% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

$1,659,829

No earlier filing loaded for comparison.

Net Assets

$1,659,799

No earlier filing loaded for comparison.

Liabilities

$30

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$135,684

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,659,829Liabilities 2011: $30Net Assets 2011: $1,659,7992011Assets 2012: $1,605,017Liabilities 2012: $259Net Assets 2012: $1,604,7582012Assets 2013: $1,599,058Liabilities 2013: $317Net Assets 2013: $1,598,7412013Assets 2014: $1,618,919Liabilities 2014: $312Net Assets 2014: $1,618,6072014Assets 2015: $1,813,462Liabilities 2015: $0Net Assets 2015: $1,813,4622015Assets 2018: $1,865,111Liabilities 2018: $0Net Assets 2018: $1,865,1112018Assets 2019: $1,740,509Liabilities 2019: $0Net Assets 2019: $1,740,5092019Assets 2020: $1,608,737Liabilities 2020: $0Net Assets 2020: $1,608,7372020Assets 2021: $1,583,559Liabilities 2021: $0Net Assets 2021: $1,583,5592021Assets 2022: $1,796,255Liabilities 2022: $0Net Assets 2022: $1,796,2552022Assets 2023: $1,625,052Liabilities 2023: $0Net Assets 2023: $1,625,0522023Assets 2024: $1,653,590Liabilities 2024: $0Net Assets 2024: $1,653,5902024Assets 2025: $1,509,931Liabilities 2025: $0Net Assets 2025: $1,509,9312025

Highlighted filing

2011

Assets$1,659,829
Liabilities$30
Net Assets$1,659,799
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2011: $135,6842011Expenses 2012: $153,8432012Expenses 2013: $121,3972013Revenue 2014: $140,688Expenses 2014: $120,820Net Income 2014: $19,8682014Revenue 2015: $304,392Expenses 2015: $109,537Net Income 2015: $194,8552015Revenue 2018: $170,646Expenses 2018: $204,547Net Income 2018: -$33,9012018Revenue 2019: $97,209Expenses 2019: $221,833Net Income 2019: -$124,6242019Revenue 2020: $89,718Expenses 2020: $221,487Net Income 2020: -$131,7692020Revenue 2021: $104,607Expenses 2021: $129,786Net Income 2021: -$25,1792021Revenue 2022: $344,699Expenses 2022: $132,000Net Income 2022: $212,6992022Revenue 2023: -$29,800Expenses 2023: $141,455Net Income 2023: -$171,2552023Revenue 2024: $195,535Expenses 2024: $166,952Net Income 2024: $28,5832024Revenue 2025: $76,549Expenses 2025: $220,210Net Income 2025: -$143,6612025

Highlighted filing

2011

Revenue-
Expenses$135,684
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Jul 28, 2011
Return Version
2010v3.2
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Corporate TrusteePT$33,405-$33,405
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJ AND L DUKE FOUNDATIONGENERAL FUNDING501(C)(3)ST PAUL, MN, US$44,090
Paid GrantUNIVERSITY OF DUBUQUEGENERAL FUNDINGSCHOOLDUBUQUE, IA, US$28,110
Paid GrantAMERICAN HEART ASSOCIATIONGENERAL FUNDINGPUBLICMINNEAPOLIS, MN, US$14,055
Paid GrantCHILDRENS HOME SOCIETY OF MNGENERAL FUNDINGPUBLICST PAUL, MN, US$14,055
Filing and Contact Details

Filer

EIN
41-6554802
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1BEST BUY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5WAL MART STORES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7UNITED HEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9TRAVELERS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14NUVEEN MID CAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15NUVEEN SMALL CAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16NUVEEN REAL ESTATE SECS FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17FREEPORT-MCMORAN COPPER & GOLD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21UNITED TECHNOLOGIES CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22IPATH DOW JONES UBS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23APACHE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25STAPLES INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28ALLERGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31J P MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33BROADCOM CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34CORNING INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35GOOGLE INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36INTERNATIONAL BUSINESS MACHINE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39AGRIUM INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40ANGLO AMERICAN PLC A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41B H P BILLITON PLC SPSD A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42ABB LTD A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43ATLAS COPCO AB A D R CL B
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44KEPPEL CORP LTD SPONS A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45PETROLEO BRASILEIRO SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46STATOIL ASA A D R
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47HONDA MTR LTD AMERN SHS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48BRITISH AMERN TOB PLC ADR

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,659,829
Liabilities
$30
Net assets
$1,659,799
Revenue
-
Expenses
$135,684
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.08$0.22$0.14
2024Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.20$0.17$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.03$0.14$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.34$0.13$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.10$0.13$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.09$0.22$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.10$0.22$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.17$0.20$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.30$0.11$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.14$0.12$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12
2012Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.60$0.15
2011Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.14