Civic Intelligence

Dave and Cheryl Duffield Foundation

990PF • Fiscal year 2022 • EIN 47-4279721

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2025

Organization Profile
PO Box 4014Incline Village, NV 89450

(775) 833-7818

Siviq Scores

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

Liabilities / Assets

19th percentile

0.02x

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

2022 filings • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.07x

Higher debt load relative to revenue than 16% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

21st percentile

$294,231

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2022 filings • $250M-$1B nonprofits • Source year 2022

Asset Growth

33rd percentile

-6.4%

Faster asset growth than 33% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

15%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$526,404,867

Down $36,277,520 (-6.4%) from 2021

Net Assets

Down

$515,099,610

Down $34,727,586 (-6.3%) from 2021

Liabilities

Down

$11,305,257

Down $1,549,934 (-12%) from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin97th percentile

Revenue

Up

$155,557,271

Up $20,828,302 (+15%) from 2021

Expenses

Down

$16,598,230

Down $13,870,323 (-46%) from 2021

Net Income

Up

$138,959,041

Up $34,698,625 (+33%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.0B$500M$0Assets 2015: $1Liabilities 2015: $10,9202015Assets 2016: $108,091,427Liabilities 2016: $10,660Net Assets 2016: $108,080,7672016Assets 2017: $116,415,527Liabilities 2017: $6,285Net Assets 2017: $116,409,2422017Assets 2018: $213,142,488Liabilities 2018: $3,650,306Net Assets 2018: $209,492,1822018Assets 2019: $292,261,460Liabilities 2019: $1,244,814Net Assets 2019: $291,016,6462019Assets 2020: $413,856,314Liabilities 2020: $284,900Net Assets 2020: $413,571,4142020Assets 2021: $562,682,387Liabilities 2021: $12,855,191Net Assets 2021: $549,827,1962021Assets 2022: $526,404,867Liabilities 2022: $11,305,257Net Assets 2022: $515,099,6102022Assets 2023: $873,591,286Liabilities 2023: $6,280,750Net Assets 2023: $867,310,5362023Assets 2024: $887,295,166Liabilities 2024: $3,623,150Net Assets 2024: $883,672,0162024

Highlighted filing

2022

Assets$526,404,867
Liabilities$11,305,257
Net Assets$515,099,610
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

$400M$300M$200M$100M$0-$100MRevenue 2015: $0Expenses 2015: $10,920Net Income 2015: -$10,9202015Revenue 2016: $108,391,808Expenses 2016: $1,692,629Net Income 2016: $106,699,1792016Revenue 2017: $3,729,509Expenses 2017: $4,618,997Net Income 2017: -$889,4882017Revenue 2018: $118,256,666Expenses 2018: $13,217,210Net Income 2018: $105,039,4562018Revenue 2019: $69,738,407Expenses 2019: $8,262,489Net Income 2019: $61,475,9182019Revenue 2020: $105,022,532Expenses 2020: $9,924,321Net Income 2020: $95,098,2112020Revenue 2021: $134,728,969Expenses 2021: $30,468,553Net Income 2021: $104,260,4162021Revenue 2022: $155,557,271Expenses 2022: $16,598,230Net Income 2022: $138,959,0412022Revenue 2023: $356,161,570Expenses 2023: $12,345,569Net Income 2023: $343,816,0012023Revenue 2024: $45,815,899Expenses 2024: $15,209,975Net Income 2024: $30,605,9242024

Highlighted filing

2022

Revenue$155,557,271
Expenses$16,598,230
Net Income$138,959,041
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2025
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES DUGDALEPresidentFT$294,231-$294,231
CHRIS WATTSTreasurerPT$133,750-$133,750
CHERYL DUFFIELDBoard Member-$0--
DAVID DUFFIELDBoard Member-$0--
AMY ZEIFANGBoard Member-$0--
LAURIE PEEKBoard Member-$0--
SEAN O'CONNELLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Dave & Cheryl Duffield Foundation
EIN
47-4279721
Phone
7758337818
Address
PO BOX 4014, INCLINE VILLAGE, NV 89450

Signing Officer

Name
Chris Watts
Title
Treasurer
Phone
7758337818
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Kpmg Llp
Address
550 SOUTH HOPE STREET SUITE 1500, LOS ANGELES, CA 90071
Preparer
Carey Mckee
Phone
2139724000
Raw XML AppendixShowing 400 of 5,112 raw XML fields

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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AccountingFeesSchedule/AccountingFeesDetail/Amt139370
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1BOOK KEEPING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07817
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt070352
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt139370
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE STATE OF NEVADA DOES NOT REQUIRE THE FOUNDATION TO SUBMIT A COPY TO THE STATE ATTORNEY GENERAL OR ANY DESIGNATE.
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART I, G, AMENDED RETURN
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1FORM 990-PF, PART VI-1, LINE 11
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0AMENDED RETURN EXPLAINATION
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt1TRANSFERS TO CONTROLLED ENTITIES
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THIS RETURN IS BEING AMENDED TO REPORT A CONTRIBUTION OF AN INTEREST IN AN LLC ON SCHEDULE B. THIS CONTRIBUTION ALSO IMPACTED PART I, LINE 1, CONTRIBUTION REVENUE AND PART II, BALANCE SHEETS, OTHER ASSETS AND NET ASSETS. PART VI-A, QUESTIONS 10 AND 11 WAS UPDATED TO REFLECT A NEW SUBSTANTIAL CONTRIBUTOR AND A CONTROLLED ENTITY WITHIN THE MEANING OF SECTION 513(B)(13). THE AMOUNT OF PROGRAM RELATED INVESTMENT ON PART VIII-B AND PART XI, LINE 1B HAS ALSO BEEN UPDATED.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18BOSTON PROPERTIES LP CPN: 2.750% DUE : 10/1/2026 CALLABLE AT $100.000 ON 7/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19BP CAPITAL MARKETS AMERICA INC CPN: 4.234% DUE : 11/6/2028 CALLABLE AT $100.
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22CITIGROUP INC FXD TO 042028 VAR THRAFTR 4.0750% CPN: 4.075% DUE : 4/23/202
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm24COMCAST CORP CPN: 3.150% DUE : 3/1/2026 CALLABLE AT $100.000 ON 12/1/2025
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm26CONSTELLATION BRANDS INC CPN: 3.700% DUE : 12/6/2026 CALLABLE AT $100.000 ON
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm28CVS HEALTH CORP CPN: 4.300% DUE : 3/25/2028 CALLABLE AT $100.000 ON 12/25/20
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm86NETAPP, INC. 2.7% 06/22/2030 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm87U.S. BANCORP MTN 1.375% 07/22/2030 USD SR LIEN
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm89JOHNSON & JOHNSON 4.375% 12/05/2033 USD SR LIEN
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm92UNITED PARCEL SERVICE, INC. 3.4% 03/15/2029 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm93AVALONBAY COMMUNITIES MTN 3.3% 06/01/2029 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm94AMPHENOL CORP 3.2% 04/01/2024 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm95REPUBLIC SERVICES INC 3.375% 11/15/2027 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm96STARBUCKS CORPORATION 3.55% 08/15/2029 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm97CITIGROUP INC. HYBRID 10/27/2028 USD SR LIEN CPN 10/27/17 3.52%
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm98LOCKHEED MARTIN CORPORATION 3.6% 03/01/2035 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm99WHIRLPOOL CORPORATION MTN 3.7% 03/01/2023 SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm100AON CORP 2.8% 05/15/2030 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm101COMCAST CORPORATION 4.2% 08/15/2034 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm102MPLX LP 4.875% 12/01/2024 USD SER WI SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm103CVS HEALTH CORPORATION 5.0% 12/01/2024 USD SER WI SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm104ESTEE LAUDER CO INC 3.15% 03/15/2027 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm105ABBOTT LABORATORIES 3.4% 11/30/2023 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm106TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm107MICROSOFT CORPORATION 2.0% 08/08/2023 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm108OMNICOM GROUP INC. 3.6% 04/15/2026 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm109APPLE INC. 2.45% 08/04/2026 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm110AMERICAN TOWER CORP 3.8% 08/15/2029 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm111ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm112ORACLE CORPORATION 3.25% 11/15/2027 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm113ASIA MTN 2.625% 01/12/2027 SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm114MORGAN STANLEY MTN 3.125% 07/27/2026 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm115AT&T INC. 2.55% 12/01/2033 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm116DOMINION RESOURCES INC 2.85% 08/15/2026 USD SER D SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm117INTERNATIONAL BUSINESS MACHINE 3.5% 05/15/2029 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm118THE J. M. SMUCKER COMPANY 4.25% 03/15/2035 USD SER WI SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm119CANADIAN NATL RESOURCES 3.9% 02/01/2025 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm120AIR LEASE CORPORATION 3.0% 09/15/2023 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm121AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm122B.A.T. CAPITAL CORPORATION 2.726% 03/25/2031 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm123CROWN CASTLE INTERNATIONAL COR 4.45% 02/15/2026 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm124DISCOVER FINANCIAL SERVICES 4.5% 01/30/2026 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm125PRAXAIR INC 1.1% 08/10/2030 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm126ALPHABET INC. 1.1% 08/15/2030 USD SR LIEN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm127U S DOLLAR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm128GS HIGH YIELD FUND CLASS P
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm129GS HIGH YIELD FLOATING RATE FUND CLASS P
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11594381
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11693369
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11792452
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11887376
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11984051
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12074388
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12170453
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12267158
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12364690

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$526,404,867
Liabilities
$11,305,257
Net assets
$515,099,610
Revenue
$155,557,271
Expenses
$16,598,230
Net income
$138,959,041
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$887$3.62$884$45.8$15.2$30.6
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$874$6.28$867$356$12.3$344
2022Detailed filing. Detailed filing data is available for this year.$526$11.3$515$156$16.6$139
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$563$12.9$550$135$30.5$104
2020Detailed filing. Detailed filing data is available for this year.$414$0.28$414$105$9.92$95.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$292$1.24$291$69.7$8.26$61.5
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$213$3.65$209$118$13.2$105
2017Detailed filing. Detailed filing data is available for this year.$116$0.01$116$3.73$4.62$0.89
2016Detailed filing. Detailed filing data is available for this year.$108$0.01$108$108$1.69$107
2015Summary only. Only limited summary data is available for this year.$0.00$0.01$0.00$0.01$0.01
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