Civic Intelligence

Congregation at Duke University Chapel Inc.

990 • Fiscal year 2016 • EIN 56-1472890

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

P O Box 90974Durham, NC 27708

(919) 684-3917

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

Higher debt load relative to revenue than 63% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

58th percentile

6.7%

Higher net margin than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.2%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$268,424

Up $23,419 (+9.6%) from 2015

Net Assets

Up

$265,268

Up $24,168 (+10%) from 2015

Liabilities

Down

$3,156

Down $749 (-19%) from 2015

Revenue

Up

$362,285

Up $789 (+0.2%) from 2015

Expenses

Down

$338,117

Down $65,496 (-16%) from 2015

Net Income

Up

$24,168

Up $66,285 (+157%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $304,941Liabilities 2011: $40,020Net Assets 2011: $264,9212011Assets 2012: $320,555Liabilities 2012: $41,390Net Assets 2012: $279,1652012Assets 2013: $296,029Liabilities 2013: $25,866Net Assets 2013: $270,1632013Assets 2014: $287,167Liabilities 2014: $3,950Net Assets 2014: $283,2172014Assets 2015: $245,005Liabilities 2015: $3,905Net Assets 2015: $241,1002015Assets 2016: $268,424Liabilities 2016: $3,156Net Assets 2016: $265,2682016Assets 2017: $225,712Liabilities 2017: $6,130Net Assets 2017: $219,5822017Assets 2018: $246,321Liabilities 2018: $4,881Net Assets 2018: $241,4402018Assets 2019: $246,394Liabilities 2019: $2,334Net Assets 2019: $244,0602019Assets 2020: $257,846Liabilities 2020: $8,198Net Assets 2020: $249,6482020Assets 2021: $290,797Liabilities 2021: $11,839Net Assets 2021: $278,9582021Assets 2022: $336,303Liabilities 2022: $13,952Net Assets 2022: $322,3512022Assets 2023: $391,781Liabilities 2023: $12,708Net Assets 2023: $379,0732023Assets 2024: $352,622Liabilities 2024: $2,787Net Assets 2024: $349,8352024Assets 2025: $336,409Liabilities 2025: $1,243Net Assets 2025: $335,1662025

Highlighted filing

2016

Assets$268,424
Liabilities$3,156
Net Assets$265,268

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $343,885Expenses 2011: $370,929Net Income 2011: -$27,0442011Revenue 2012: $344,221Expenses 2012: $329,977Net Income 2012: $14,2442012Expenses 2013: $307,8362013Revenue 2014: $379,012Expenses 2014: $365,958Net Income 2014: $13,0542014Revenue 2015: $361,496Expenses 2015: $403,613Net Income 2015: -$42,1172015Revenue 2016: $362,285Expenses 2016: $338,117Net Income 2016: $24,1682016Revenue 2017: $358,492Expenses 2017: $404,178Net Income 2017: -$45,6862017Revenue 2018: $421,603Expenses 2018: $399,745Net Income 2018: $21,8582018Revenue 2019: $380,751Expenses 2019: $378,131Net Income 2019: $2,6202019Revenue 2020: $393,523Expenses 2020: $387,935Net Income 2020: $5,5882020Revenue 2021: $389,875Expenses 2021: $360,565Net Income 2021: $29,3102021Revenue 2022: $412,135Expenses 2022: $368,742Net Income 2022: $43,3932022Revenue 2023: $441,632Expenses 2023: $384,910Net Income 2023: $56,7222023Revenue 2024: $350,000Expenses 2024: $392,670Net Income 2024: -$42,6702024Revenue 2025: $366,966Expenses 2025: $381,635Net Income 2025: -$14,6692025

Highlighted filing

2016

Revenue$362,285
Expenses$338,117
Net Income$24,168
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$366,697
Mission and Program Overview

Mission

Ministry to members and local community

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$241,718$265,871▲ $24,153
Prepaid Expenses and Deferred Charges$3,287$2,553▼ $734
Total Assets$245,005$268,424▲ $23,419
Liabilities
Accounts Payable and Accrued Expenses$3,905$3,156▼ $749
Total Liabilities$3,905$3,156▼ $749
Net Assets / Fund Balance
Unrestricted Net Assets$202,308$226,527▲ $24,219
Temporarily Rstr Net Assets$38,792$38,741▼ $51
Total Net Assets Fund Balance$241,100$265,268▲ $24,168
Total Liabilities and Net Assets / Fund Balance$245,005$268,424▲ $23,419
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frank CoblePresident
Janet GwyerVice President
Cindy GlassCouncil Member
David VosCouncil Member
Katherine ClaytonCouncil Member
Ken PittmanCouncil Member
Kimberly CaulfieldCouncil Member
Lucy WorthCouncil Member
Rebecca RayCouncil Member
Sarah GaugerCouncil Member
Tamela DavisSecretary
Billy ChowTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$360,720
Program Service Revenue
$0
Investment Income
$1,565
Other Revenue
$0
All Other Contributions
$360,720
Change in Net Assets
$24,168

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$4,412Quoted Market Price
Total Noncash Contributions2$4,412-

Audited Revenue Reconciliation

Revenue per Audited Statements
$362,285
Total Revenue per Audited Statements
$362,285
Total Revenue per Form 990
$362,285
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$189,118
Other Expenses$102,278
Grants and Similar Amounts Paid$46,721
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$122,188$41,170-$163,358
All Other Expenses$70,642--$70,642
Grants to Domestic Orgs$46,721--$46,721
Information Technology-$10,205-$10,205
Other Employee Benefits$6,937$3,000-$9,937
Pension Plan Contributions$9,304--$9,304
Payroll Taxes-$6,519-$6,519
Insurance-$5,873-$5,873
Fees for Services Accounting-$5,382-$5,382
Other Expenses$3,500$1,196-$3,500
Office Expenses-$2,014-$2,014
Total Functional Expenses$259,292$78,825$0$338,117

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$338,117
Total Expenses per Audited Statements$338,117
Total Expenses per Form 990$338,117
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Genesis HomeDurham, NC--$5,000
Religious CoalitionDurham, NC--$5,000
Urban MinistriesDurham, NC--$5,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section SECTION C, Line 19

Available upon request to executive committee

Filing and Contact Details

Filer

Filer Name
Congregation at Duke University Chapel Inc
EIN
56-1472890
Phone
9196843917
Address
P O BOX 90974, DURHAM, NC 27708

Signing Officer

Name
Billy Chow
Title
Treasurer
Signed
2017-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Whitney Schwab
Formed
1986
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Garrett Dodd and Associates Ltd
Address
3200 CROASDAILE DRIVE SUITE 501, DURHAM, NC 27705
Preparer
Gerald W Dodd
Phone
9193837026
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

CHRISTIAN NURTURE 16158

Form 990, Part IX, Line 24E

CONGREGATION CARE 8405

Form 990, Part IX, Line 24E

OUTREACH MINISTRY 23810

Form 990, Part IX, Line 24E

CHAPEL SUPPORT 8965

Form 990, Part IX, Line 24E

Restricted assets released 13296

Raw XML AppendixShowing 400 of 438 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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IRS990/PYSalariesCompEmpBnftPaidAmt0228206
IRS990/PYTotalExpensesAmt0403613
IRS990/PYTotalRevenueAmt0361496
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt024168
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0360720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0359879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0377603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0296627
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0343960
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01738789
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01409
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02207
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0261
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07059
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99600
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99590
IRS990ScheduleA/PublicSupportTotal170Amt01738789
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0360720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0359879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0377603
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0296627
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0343960
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01738789
IRS990ScheduleA/TotalSupportAmt01745848
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0338117
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0362285
IRS990ScheduleD/TotalExpensesPerForm990Amt0338117
IRS990ScheduleD/TotalRevenuePerForm990Amt0362285
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0362285
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0338117
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt15000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0URBAN MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GENESIS HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2RELIGIOUS COALITION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0112 QUEEN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1300 N QUEEN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2P O BOX 52303
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DURHAM
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd227717
IRS990ScheduleI/TotalOtherOrgCnt03
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt02
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0QUOTED MARKET PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt04412
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHRISTIAN NURTURE 16158
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONGREGATION CARE 8405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTREACH MINISTRY 23810
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHAPEL SUPPORT 8965
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RESTRICTED ASSETS RELEASED 13296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE UPON REQUEST TO EXECUTIVE COMMITTEE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section SECTION C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt038792
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt038741
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0245005
IRS990/TotalAssetsEOYAmt0268424
IRS990/TotalAssetsGrp/BOYAmt0245005
IRS990/TotalAssetsGrp/EOYAmt0268424
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0360720
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078825
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0259292
IRS990/TotalFunctionalExpensesGrp/TotalAmt0338117
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03905
IRS990/TotalLiabilitiesEOYAmt03156
IRS990/TotalLiabilitiesGrp/BOYAmt03905
IRS990/TotalLiabilitiesGrp/EOYAmt03156
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0241100
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0265268
IRS990/TotalProgramServiceExpensesAmt0259292
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01801
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0362285
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0245005
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0268424
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.36$0.01$3.35$3.67$3.82$0.15
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.03$3.50$3.50$3.93$0.43
2023Detailed filing. Detailed filing data is available for this year.$3.92$0.13$3.79$4.42$3.85$0.57
2022Detailed filing. Detailed filing data is available for this year.$3.36$0.14$3.22$4.12$3.69$0.43
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$0.12$2.79$3.90$3.61$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.08$2.50$3.94$3.88$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.46$0.02$2.44$3.81$3.78$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.46$0.05$2.41$4.22$4.00$0.22
2017Detailed filing. Detailed filing data is available for this year.$2.26$0.06$2.20$3.58$4.04$0.46
2016Detailed filing. Detailed filing data is available for this year.$2.68$0.03$2.65$3.62$3.38$0.24
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.04$2.41$3.61$4.04$0.42
2014Detailed filing. Detailed filing data is available for this year.$2.87$0.04$2.83$3.79$3.66$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.26$2.70$3.08
2012Summary only. Only limited summary data is available for this year.$3.21$0.41$2.79$3.44$3.30$0.14
2011Summary only. Only limited summary data is available for this year.$3.05$0.40$2.65$3.44$3.71$0.27