Civic Intelligence

Congregation at Duke University Chapel Inc.

990 • Fiscal year 2018 • EIN 56-1472890

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 08, 2019

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

67th percentile

0.02x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

54th percentile

5.2%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

9.1%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$246,321

Up $20,609 (+9.1%) from 2017

Net Assets

Up

$241,440

Up $21,858 (+10.0%) from 2017

Liabilities

Down

$4,881

Down $1,249 (-20%) from 2017

Revenue

Up

$421,603

Up $63,111 (+18%) from 2017

Expenses

Down

$399,745

Down $4,433 (-1.1%) from 2017

Net Income

Up

$21,858

Up $67,544 (+148%) from 2017

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

2018

Assets$246,321
Liabilities$4,881
Net Assets$241,440

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

2018

Revenue$421,603
Expenses$399,745
Net Income$21,858
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Gross Receipts
$446,024
Mission and Program Overview

Mission

Ministry to members and local community

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$215,313$232,541▲ $17,228
Cash and Non-Interest-Bearing Accounts$8,342$13,780▲ $5,438
Prepaid Expenses and Deferred Charges$2,057--
Total Assets$225,712$246,321▲ $20,609
Liabilities
Accounts Payable and Accrued Expenses$6,130$4,881▼ $1,249
Total Liabilities$6,130$4,881▼ $1,249
Net Assets / Fund Balance
Unrestricted Net Assets$196,239$178,618▼ $17,621
Temporarily Rstr Net Assets$23,343$62,822▲ $39,479
Total Net Assets Fund Balance$219,582$241,440▲ $21,858
Total Liabilities and Net Assets / Fund Balance$225,712$246,321▲ $20,609
Compensation and Service Providers

Board Members and Trustees

NameTitle
Janet GwyerPresident
Craig DealmeidaVice President
Beth SturkeyCouncil Member
Brady SurlesCouncil Member
Cary GravattCouncil Member
Drew MiddletonCouncil Member
Janell LovelaceCouncil Member
Nancy WawrousekCouncil Member
Neil NoonanCouncil Member
Whitney SchwabCouncil Member
Susan WardSecretary
Bill YoungbloodTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$418,974
Program Service Revenue
$0
Investment Income
$2,629
Other Revenue
$0
All Other Contributions
$418,974
Change in Net Assets
$21,858

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 Traded4$24,421Quoted Market Price
Total Noncash Contributions4$24,421-

Audited Revenue Reconciliation

Revenue per Audited Statements
$421,603
Total Revenue per Audited Statements
$421,603
Total Revenue per Form 990
$421,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$254,354
Other Expenses$88,578
Grants and Similar Amounts Paid$56,813
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$175,032$47,747-$222,779
All Other Expenses$70,622--$70,622
Grants to Domestic Orgs$56,813--$56,813
Pension Plan Contributions$15,510$1,218-$16,728
Other Employee Benefits$7,996--$7,996
Payroll Taxes-$6,851-$6,851
Fees for Services Accounting-$5,714-$5,714
Insurance-$5,696-$5,696
Other Expenses$3,000$-1,410-$3,000
Office Expenses-$2,426-$2,426
Information Technology-$2,148-$2,148
Total Functional Expenses$328,973$70,772$0$399,745

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$399,745
Total Expenses per Audited Statements$399,745
Total Expenses per Form 990$399,745
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Habitat for HumanityDurham, NC--$17,500
Duke University ChapelDurham, NC--$9,000
Families Moving ForwardDurham, NC--$9,000
Urban Ministries of DurhamDurham, NC--$9,000
Reality 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
Bill Youngblood
Title
Treasurer
Signed
2019-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Coble
Formed
1986
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
4

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 13267

Form 990, Part IX, Line 24E

CONGREGATION CARE 4494

Form 990, Part IX, Line 24E

OUTREACH MINISTRY 38199

Form 990, Part IX, Line 24E

CHAPEL SUPPORT 2792

Form 990, Part IX, Line 24E

Restricted assets released 22641

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IRS990/PYGrantsAndSimilarPaidAmt048280
IRS990/PYInvestmentIncomeAmt02781
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0109300
IRS990/PYRevenuesLessExpensesAmt0-45686
IRS990/PYSalariesCompEmpBnftPaidAmt0246598
IRS990/PYTotalExpensesAmt0404178
IRS990/PYTotalRevenueAmt0358492
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt021858
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0215313
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0232541
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0418974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0355711
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0360720
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0359879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0377603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01872887
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01409
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt010001
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99470
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99460
IRS990ScheduleA/PublicSupportTotal170Amt01872887
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0418974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0355711
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0360720
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0359879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0377603
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01872887
IRS990ScheduleA/TotalSupportAmt01882888
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0399745
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0421603
IRS990ScheduleD/TotalExpensesPerForm990Amt0399745
IRS990ScheduleD/TotalRevenuePerForm990Amt0421603
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0421603
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0399745
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt09000
IRS990ScheduleI/RecipientTable/CashGrantAmt19000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt39000
IRS990ScheduleI/RecipientTable/CashGrantAmt417500
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FAMILIES MOVING FORWARD
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1URBAN MINISTRIES OF DURHAM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2REALITY MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DUKE UNIVERSITY CHAPEL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4HABITAT FOR HUMANITY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 N QUEEN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1410 LIBERTY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2916 LAMOND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3401 CHAPEL DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4215 N CHURCH STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm3DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm4DURHAM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd227701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd327708
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd427701
IRS990ScheduleI/TotalOtherOrgCnt05
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt04
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0QUOTED MARKET PRICE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt024421
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHRISTIAN NURTURE 13267
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONGREGATION CARE 4494
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUTREACH MINISTRY 38199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHAPEL SUPPORT 2792
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4RESTRICTED ASSETS RELEASED 22641
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/BOYAmt023343
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt062822
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0225712
IRS990/TotalAssetsEOYAmt0246321
IRS990/TotalAssetsGrp/BOYAmt0225712
IRS990/TotalAssetsGrp/EOYAmt0246321
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0418974
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070772
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0328973
IRS990/TotalFunctionalExpensesGrp/TotalAmt0399745
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06130
IRS990/TotalLiabilitiesEOYAmt04881
IRS990/TotalLiabilitiesGrp/BOYAmt06130
IRS990/TotalLiabilitiesGrp/EOYAmt04881
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0219582
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0241440
IRS990/TotalProgramServiceExpensesAmt0328973

Document Assets

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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