Civic Intelligence

The Center for Documentary Studies

990 • Fiscal year 2014 • EIN 56-1655039

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

1317 West Pettigrew Street27705

(919) 660-3656

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

18th percentile

-4.8%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

74th percentile

$371,787

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

68th percentile

9.5%

Faster asset growth than 68% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$33,527,152

Up $2,906,841 (+9.5%) from 2013

Net Assets

Up

$33,509,250

Up $2,917,748 (+9.5%) from 2013

Liabilities

Down

$17,902

Down $10,907 (-38%) from 2013

Revenue

$4,302,180

No earlier filing loaded for comparison.

Expenses

Up

$4,506,683

Up $275,870 (+6.5%) from 2013

Net Income

-$204,503

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $27,767,661Liabilities 2010: $391,270Net Assets 2010: $27,376,3912010Assets 2011: $32,415,981Liabilities 2011: $1,137,448Net Assets 2011: $31,278,5332011Assets 2012: $31,293,413Liabilities 2012: $1,906,378Net Assets 2012: $29,387,0352012Assets 2013: $30,620,311Liabilities 2013: $28,809Net Assets 2013: $30,591,5022013Assets 2014: $33,527,152Liabilities 2014: $17,902Net Assets 2014: $33,509,2502014Assets 2015: $32,809,811Liabilities 2015: $11,045Net Assets 2015: $32,798,7662015Assets 2016: $30,616,273Liabilities 2016: $36,301Net Assets 2016: $30,579,9722016Assets 2017: $31,713,830Liabilities 2017: $51,921Net Assets 2017: $31,661,9092017Assets 2018: $33,204,257Liabilities 2018: $49,007Net Assets 2018: $33,155,2502018Assets 2019: $32,850,771Liabilities 2019: $38,483Net Assets 2019: $32,812,2882019Assets 2020: $31,298,888Liabilities 2020: $2,582Net Assets 2020: $31,296,3062020Assets 2021: $43,603,036Liabilities 2021: $38,478Net Assets 2021: $43,564,5582021Assets 2022: $41,296,141Liabilities 2022: $77,008Net Assets 2022: $41,219,1332022Assets 2023: $37,926,829Liabilities 2023: $8,107Net Assets 2023: $37,918,7222023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$33,527,152
Liabilities$17,902
Net Assets$33,509,250

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,330,0782010Expenses 2011: $4,135,4722011Expenses 2012: $4,269,6832012Expenses 2013: $4,230,8132013Revenue 2014: $4,302,180Expenses 2014: $4,506,683Net Income 2014: -$204,5032014Revenue 2015: $4,102,458Expenses 2015: $4,828,352Net Income 2015: -$725,8942015Revenue 2016: $4,460,650Expenses 2016: $5,111,021Net Income 2016: -$650,3712016Revenue 2017: $4,807,107Expenses 2017: $4,759,308Net Income 2017: $47,7992017Revenue 2018: $6,903,524Expenses 2018: $5,410,183Net Income 2018: $1,493,3412018Revenue 2019: $5,214,642Expenses 2019: $5,557,604Net Income 2019: -$342,9622019Revenue 2020: $4,848,715Expenses 2020: $5,063,852Net Income 2020: -$215,1372020Revenue 2021: $4,787,381Expenses 2021: $4,614,772Net Income 2021: $172,6092021Revenue 2022: $4,642,233Expenses 2022: $4,701,621Net Income 2022: -$59,3882022Revenue 2023: $3,674,248Expenses 2023: $3,242,505Net Income 2023: $431,7432023Revenue 2024: $4,254,249Expenses 2024: $4,107,359Net Income 2024: $146,8902024

Highlighted filing

2014

Revenue$4,302,180
Expenses$4,506,683
Net Income-$204,503
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$4,302,180
Mission and Program Overview

Mission

Support, promote, and develop the discipline of documentary studies in connection with the academic programs at duke university.

See schedule o for organization's mission statementsupport, promote, and develop the discipline of documentary studies in connection with the academic programs at duke university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$23,463,870$26,267,127▲ $2,803,257
Investments in Publicly Traded Securities$4,874,802$4,920,140▲ $45,338
Land, Buildings, and Equipment, Net$1,961,830$1,859,970▼ $101,860
Cash and Non-Interest-Bearing Accounts$319,809$479,915▲ $160,106
Total Assets$30,620,311$33,527,152▲ $2,906,841
Liabilities
Accounts Payable and Accrued Expenses$28,809$17,902▼ $10,907
Total Liabilities$28,809$17,902▼ $10,907
Net Assets / Fund Balance
Unrestricted Net Assets$30,325,525$33,127,114▲ $2,801,589
Permanently Rstr Net Assets$205,388$290,590▲ $85,202
Temporarily Rstr Net Assets$60,589$91,546▲ $30,957
Total Net Assets Fund Balance$30,591,502$33,509,250▲ $2,917,748
Total Liabilities and Net Assets / Fund Balance$30,620,311$33,527,152▲ $2,906,841

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,074,906$1,836,770$2,911,676
Land$590,033-$590,033
Equipment$195,031$329,745$524,776
Other Securities$26,267,127--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$30,591,502$2,268,512▲ $5,155,919$3,428,153$33,509,250
2012$29,387,035$1,899,571▲ $3,535,709$3,205,701$30,591,502
2011$31,278,533$2,092,793▲ $285,392$3,263,171$29,387,035
2010$27,376,391$2,025,547▲ $6,102,288$3,096,893$31,278,533
2009$26,934,257$964,299▲ $2,807,913$2,578,867$27,376,391
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Leela PrasadDirector-$140,102$140,102
William H ChafeDirector-$129,341$129,341
Wesley HoganDirector/presidentPT$104,744$104,744
James PeacockDirector-$92,113$92,113
Alan B TeasleyDirector-$78,892$78,892
Gail ExumTreasurerFT$68,168$68,168
Shirley DerrSecretaryFT$32,747$32,747
Sarah E RogersSecretaryFT$21,784$21,784
William Joseph MannDirector/chairman-$15,518$15,518

Board Members and Trustees

NameTitle
Joy KassonDirector/vice Chairman
Diane Britz LottiDirector/vice President
Greg BritzVice-president
Barry PossDirector
Dan BermanDirector
Dan LoganDirector
James S RobertsDirector
Lee D BakerDirector
Louise C MaynorDirector
Randall KenanDirector
Sally Dalton RobinsonDirector
Thomas S RankinFormer Officer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,738,675
Program Service Revenue
$571,024
Investment Income
$1,996,767
Other Revenue
$-4,286
All Other Contributions
$732,659
Change in Net Assets
$-204,503

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,302,180
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,122,251
Total Revenue per Audited Statements
$7,424,431
Total Revenue per Form 990
$4,302,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,995,890
Salaries, Compensation, and Employee Benefits$443,293
Total Fundraising Expense$172,614
Grants and Similar Amounts Paid$67,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$366,249$52,309$24,735$443,293
Office Expenses$216,772$141,652$1,049$359,473
Travel$155,049$18,176$1,548$174,773
Depreciation Depletion$113,504$59,837$100$173,441
Fees for Services Other$101,288$71,854-$173,142
All Other Expenses$100,436$48,086$50$148,572
Occupancy$57,589$29,757$175$87,521
Information Technology$46,439$18,988$50$65,477
Grants to Domestic Individuals$46,500--$46,500
Other Expenses$29,897$15,029$100$44,926
Advertising$24,217$10,327$1,068$35,612
Insurance$10,257$4,574$20$14,851
Grants to Domestic Orgs$13,000--$13,000
Fees for Services Accounting$8,074$3,306$20$11,400
Foreign Grants$8,000--$8,000
Total Functional Expenses$3,508,595$825,474$172,614$4,506,683

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,506,683
Total Expenses per Audited Statements$4,506,683
Total Expenses per Form 990$4,506,683
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
45-4065373--General Support$5,000
54-2100542--General Support$5,000
26-2468789--General Support$3,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Business relationships director james s. Roberts is a key employee of duke university. The following directors and officers of the center for documentary studies are also employees of duke university: lee d. Baker, william h. Chafe, w. Joseph mann, leela prasad, alan b. Teasley, wesley hogan, greg britz, james peacock, shirley derr and gail exum.

Form 990, Part VI, Section A, Line 7A

Powers to elect or appoint members of the governing body the members of the board of directors of the center for documentary studies shall be approved by the board of trustees of duke university. Board members may be removed without cause prior to the expiration of their terms by two-thirds vote of then-sitting board of directors (exclusive of the vote of the director in question) or by a majority vote of the board of trustees of duke university.

Form 990, Part VI, Section A, Line 7B

Decisions of the governing body the board of directors shall have the power to make, alter, amend and repeal the bylaws of the corporation and alter, amend, and repeal the charter of the corporation by affirmative vote of two-thirds of the directors then in office; provided, however, that no amendment may be made which would cause the organization no longer to be described as a qualifying charitable organization, and further provided that any amendment which repeals the organization's charter or which alters or removes duke university's right to approve of the election or removal of the members of the board of directors, shall be approved by the board of trustees of duke university.

Form 990, Part VI, Section B, Line 11

Form 990 review process by the governing body the center for documentary studies provides the members of the governing body with a draft of form 990 for individual review. The center for documentary studies sends the final draft of the form 990 to all members for further review and comment prior to filing.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy compliance enforcement process the officers and the board of directors are required to disclose any conflicts annually, by completion of an annual questionnaire.

Form 990, Part VI, Section C, Line 18

The center for documentary studies form 990 is available to the public on www.guidestar.org. Guidestar independently posts tax-exempt organizations' form 990's on their website, obtained from the internal revenue service.

Form 990, Part VI, Section C, Line 19

The center for documentary studies' governing documents (articles of incorporation and any subsequent amendments or restatement) are available to the public on the north carolina secretary of state website. The governing documents of the organization are also available to the public upon request. The public is able to view the governing documents at 1317 pettigrew street, durham, nc 27705, or if the requesting individual is unable to travel to the organization's office, the requested information will be sent to them via u.s. Mail.

Form 990, Part VIII, Line 7C - Gain/loss From Sales of Noninventory Assets

Investment funds duke university (and therefore the center for documentary studies) manages its investment funds in accordance with the uniform prudent management of institutional funds act of north carolina. As permitted by the act, the university (and therefore the center for documentary studies) utilizes two investment pools to invest its funds and these funds operate on a total return concept. It is, therefore, not practical to separate earnings as set forth on lines 3, 4 and 7; earnings are combined and reported on line 7d.

Filing and Contact Details

Filer

EIN
56-1655039
Phone
9196603656

Signing Officer

Name
Greg Britz
Title
Vice President
Phone
9196603656
Signed
2015-05-12
Discuss with paid preparer
No

Organization Details

Principal Officer
Greg Britz
Formed
1989
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
8
Employees
0
Volunteers
350
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 3B

The organization did not have unrelated business gross income of $1,000 or more during the fiscal year ended june 30, 2014. Therefore, form 990-t is not required for the fiscal year ended june 30, 2014.

Financial Statement Notes

Footnote Under

Part x - liability under fin 48 (asc 740) footnote the center for documentary studies is a tax-exempt organization as described in section 501(c)(3) of the internal revenue code of 1986, as amended (the code). As such, the center for documentary studies is exempt from federal income taxes to the extent provided under section 501 of the code. Accordingly, no provision for income taxes is made in the financial statements. The organization's form 990, return of organization exempt from income tax, for the years ending 2011, 2012, and 2013 are subject to examination by the irs, generall for three years after they were filed. As of june 30, 2014 there were no uncertain tax positions.

Raw XML AppendixShowing 400 of 1,498 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/ActivityOrMissionDesc0SEE SCHEDULE O FOR ORGANIZATION'S MISSION STATEMENTSUPPORT, PROMOTE, AND DEVELOP THE DISCIPLINE OF DOCUMENTARY STUDIES IN CONNECTION WITH THE ACADEMIC PROGRAMS AT DUKE UNIVERSITY.
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IRS990/Desc0THE CENTER SPONSORS RESEARCH, TEACHING, AND THE DISSEMINATION OF DOCUMENTARY WORKS AT AND IN CONNECTION WITH DUKE UNIVERSITY. THROUGH DIRECT SUPPORT FOR PRODUCTION, PUBLICATION, AND EXHIBITIONS, THE CENTER SERVES TO FURTHER DEVELOP DOCUMENTARY STUDIES AS AN ACADEMIC DISCIPLINE AT DUKE UNIVERSITY.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt81268
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1013483
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1221405
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1338503
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt157146
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1693826
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt175437
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt185843
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt192767
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2055363
IRS990/Form990PartVIISectionAGrp/PersonNm0LEE D BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN BERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM H CHAFE
IRS990/Form990PartVIISectionAGrp/PersonNm3WESLEY HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOY KASSON
IRS990/Form990PartVIISectionAGrp/PersonNm5RANDALL KENAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DAN LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7DIANE BRITZ LOTTI
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM JOSEPH MANN
IRS990/Form990PartVIISectionAGrp/PersonNm9LOUISE C MAYNOR
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES PEACOCK
IRS990/Form990PartVIISectionAGrp/PersonNm11BARRY POSS
IRS990/Form990PartVIISectionAGrp/PersonNm12LEELA PRASAD
IRS990/Form990PartVIISectionAGrp/PersonNm13JAMES S ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm14SALLY DALTON ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm15ALAN B TEASLEY
IRS990/Form990PartVIISectionAGrp/PersonNm16GREG BRITZ
IRS990/Form990PartVIISectionAGrp/PersonNm17SHIRLEY DERR
IRS990/Form990PartVIISectionAGrp/PersonNm18GAIL EXUM
IRS990/Form990PartVIISectionAGrp/PersonNm19SARAH E ROGERS
IRS990/Form990PartVIISectionAGrp/PersonNm20THOMAS S RANKIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0226757
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2101229
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt374866
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt814250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1078630
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12118697
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13333284
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1571746
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16122799
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1727310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1862325
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1919017
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20167497
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR/PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR/VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR/VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR/CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20FORMER OFFICER & DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01996767
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt0108043
IRS990/GrantAmt067500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt046500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt046500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt013000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt013000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04302180
IRS990/GrossSalesOfInventoryAmt0-4286
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt050
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018988
IRS990/InformationTechnologyGrp/ProgramServicesAmt046439
IRS990/InformationTechnologyGrp/TotalAmt065477
IRS990/InsuranceGrp/FundraisingAmt020
IRS990/InsuranceGrp/ManagementAndGeneralAmt04574
IRS990/InsuranceGrp/ProgramServicesAmt010257
IRS990/InsuranceGrp/TotalAmt014851
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt023463870
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt026267127
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04874802
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04920140
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02166515
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01961830
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01859970
IRS990/LandBldgEquipCostOrOtherBssAmt04026485
IRS990/LegalDomicileStateCd0NC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORT, PROMOTE, AND DEVELOP THE DISCIPLINE OF DOCUMENTARY STUDIES IN CONNECTION WITH THE ACADEMIC PROGRAMS AT DUKE UNIVERSITY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030591502
IRS990/NetAssetsOrFundBalancesEOYAmt033509250
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01996767
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01996767
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-4286
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-4286
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt03122251
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0175
IRS990/OccupancyGrp/ManagementAndGeneralAmt029757
IRS990/OccupancyGrp/ProgramServicesAmt057589
IRS990/OccupancyGrp/TotalAmt087521
IRS990/OfficeExpensesGrp/FundraisingAmt01049
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0141652
IRS990/OfficeExpensesGrp/ProgramServicesAmt0216772
IRS990/OfficeExpensesGrp/TotalAmt0359473
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ASSIGNED EMPLOYEE EXP.
IRS990/OtherExpensesGrp/Desc1BUILDING MAINTENANCE
IRS990/OtherExpensesGrp/Desc2HONORARIA
IRS990/OtherExpensesGrp/Desc3JANITORIAL SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt0143699
IRS990/OtherExpensesGrp/FundraisingAmt1100
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0303879
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt127149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220551
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt315029
IRS990/OtherExpensesGrp/ProgramServicesAmt02127664
IRS990/OtherExpensesGrp/ProgramServicesAmt143791
IRS990/OtherExpensesGrp/ProgramServicesAmt239869
IRS990/OtherExpensesGrp/ProgramServicesAmt329897
IRS990/OtherExpensesGrp/TotalAmt02575242
IRS990/OtherExpensesGrp/TotalAmt170940
IRS990/OtherExpensesGrp/TotalAmt260520
IRS990/OtherExpensesGrp/TotalAmt344926
IRS990/OtherInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0205388
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0290590
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREG BRITZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/BusinessCd3611710
IRS990/ProgramServiceRevenueGrp/BusinessCd4611710
IRS990/ProgramServiceRevenueGrp/Desc0CONTINUING STUDIES
IRS990/ProgramServiceRevenueGrp/Desc1PASS SALES
IRS990/ProgramServiceRevenueGrp/Desc2TICKET SALES
IRS990/ProgramServiceRevenueGrp/Desc3SUBMISSION FEES
IRS990/ProgramServiceRevenueGrp/Desc4RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/ExclusionAmt015629
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0223952
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1154500
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2116667
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt347735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0223952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1154500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2116667
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt347735
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt415629
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01376096
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt074500
IRS990/PYInvestmentIncomeAmt01236708
IRS990/PYOtherExpensesAmt03638073
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0533475
IRS990/PYRevenuesLessExpensesAmt0-1084534
IRS990/PYSalariesCompEmpBnftPaidAmt0518240

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$4.25$4.11$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.9$0.01$37.9$3.67$3.24$0.43
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.3$0.08$41.2$4.64$4.70$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$0.04$43.6$4.79$4.61$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.00$31.3$4.85$5.06$0.22
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$0.04$32.8$5.21$5.56$0.34
2018Summary only. Only limited summary data is available for this year.$33.2$0.05$33.2$6.90$5.41$1.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$0.05$31.7$4.81$4.76$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$0.04$30.6$4.46$5.11$0.65
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.8$0.01$32.8$4.10$4.83$0.73
2014Detailed filing. Detailed filing data is available for this year.$33.5$0.02$33.5$4.30$4.51$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$0.03$30.6$4.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$1.91$29.4$4.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$1.14$31.3$4.14
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.8$0.39$27.4$3.33
Peer Organizations

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