Civic Intelligence

The Center for Documentary Studies

990 • Fiscal year 2020 • EIN 56-1655039

Jul 01, 2019 to Jun 30, 2020 • Filed on May 17, 2021

1317 West Pettigrew StreetDurham, NC 27705

(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.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

4th percentile

0.00x

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

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

24th percentile

-4.4%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$204,526

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

11th percentile

-4.7%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-7.0%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Down

$31,298,888

Down $1,551,883 (-4.7%) from 2019

Net Assets

Down

$31,296,306

Down $1,515,982 (-4.6%) from 2019

Liabilities

Down

$2,582

Down $35,901 (-93%) from 2019

Revenue

Down

$4,848,715

Down $365,927 (-7.0%) from 2019

Expenses

Down

$5,063,852

Down $493,752 (-8.9%) from 2019

Net Income

Up

-$215,137

Up $127,825 (+37%) from 2019

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

2020

Assets$31,298,888
Liabilities$2,582
Net Assets$31,296,306

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

2020

Revenue$4,848,715
Expenses$5,063,852
Net Income-$215,137
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 17, 2021
Return Version
2019v5.0
Gross Receipts
$4,848,715
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$30,132,474$28,747,499▼ $1,384,975
Cash and Non-Interest-Bearing Accounts$1,376,621$1,283,420▼ $93,201
Land, Buildings, and Equipment, Net$1,327,691$1,255,269▼ $72,422
Accounts Receivable$10,155$12,700▲ $2,545
Prepaid Expenses and Deferred Charges$3,830--
Total Assets$32,850,771$31,298,888▼ $1,551,883
Liabilities
Other Liabilities$3,440--
Accounts Payable and Accrued Expenses$35,043$2,582▼ $32,461
Total Liabilities$38,483$2,582▼ $35,901
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$31,434,156$29,918,174▼ $1,515,982
Net Assets With Donor Restrictions$1,378,132$1,378,132→ $0
Total Net Assets Fund Balance$32,812,288$31,296,306▼ $1,515,982
Total Liabilities and Net Assets / Fund Balance$32,850,771$31,298,888▼ $1,551,883

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$536,874$2,416,650$2,953,524
Equipment$128,362$773,948$902,310
Land$590,033-$590,033

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$32,812,288----
2018$33,155,250$3,351,351▲ $1,863,291$4,668,382$32,812,288
2017$30,661,909$3,232,987▲ $3,670,537$4,502,527$33,155,250
2016$30,579,972$2,836,309▲ $3,004,936$3,948,679$30,661,909
2015$32,798,766$2,969,994▼ $77,767$3,931,593$30,579,972
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Wesley C HoganDirector/preFT$183,665$183,665
Gail ExumTreasurer-$91,005$91,005
William ChafeDirector-$58,100$58,100
Xaris a MartinezSecretary-$53,290$53,290
Peter LangeV Chairman/d-$43,500$43,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,448,081
Program Service Revenue
$469,777
Investment Income
$1,930,857
Other Revenue
$0
All Other Contributions
$2,448,081
Change in Net Assets
$-215,137

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,848,715
Total Revenue per Audited Statements
$4,848,715
Total Revenue per Form 990
$4,848,715
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,122,746
Salaries, Compensation, and Employee Benefits$865,357
Total Fundraising Expense$327,401
Grants and Similar Amounts Paid$75,749
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$739,450$56,248$69,659$865,357
Fees for Services Other$268,262$3,045$5,565$276,872
Depreciation Depletion$155,407$1,764$3,224$160,395
Travel$126,581$287$3,480$130,348
All Other Expenses$96,265$29,440$1,630$127,335
Information Technology$82,750$27,709$734$111,193
Occupancy$62,470$20,919$554$83,943
Office Expenses$54,239$18,160$480$72,879
Grants to Domestic Individuals$50,749--$50,749
Insurance$21,291$7,129$189$28,609
Advertising$22,115$251$459$22,825
Other Expenses$1,114$19,829$241,096$20,943
Foreign Grants$15,000--$15,000
Conferences and Meetings$11,769$134$244$12,147
Grants to Domestic Orgs$10,000--$10,000
Fees for Services Legal$2,892$33$60$2,985
Interest$1,296$15$27$1,338
Total Functional Expenses$4,284,872$451,579$327,401$5,063,852

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,063,852
Total Expenses per Audited Statements$5,063,852
Total Expenses per Form 990$5,063,852
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Student Action With FarmworkersDurham, NCC3-$10,000

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeSeminar---$5,005
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

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 the terms by two-thirds vote of then-sitting board of directos, or by a majority vote of the board of trustees of duke university.

Form 990, Page 6, Part VI, Line 7B

Article ix of the bylaws amendments 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, Page 6, Part VI, Line 11B

The center for documentary studies provides the members of the governing body with a draft of the form 990 for individual review. The final draft of the form 990 is sent to all members of the board for further review and comment prior to filing.

Form 990, Page 6, Part VI, Line 12C

The officers and the board of directors are required to disclose any conflicts annually. They are required to complete and sign a conflicts of interest questionnaire, and return it to the corporate tax office at duke university.

Form 990, Page 6, Part VI, Line 19

The governing documents of the organization are available to the public upon request. The public is able to view the governing documents at 1317 w. 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.

Filing and Contact Details

Filer

Filer Name
The Center for Documentary Studies
EIN
56-1655039
Phone
9196603656
Address
1317 WEST PETTIGREW STREET, DURHAM, NC 27705

Signing Officer

Name
Greg Britz
Title
Vice Pres.
Phone
9196603656
Signed
2021-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Britz
Formed
1989
Legal Domicile
Nc
Voting Board Members
22
Independent Board Members
17
Employees
0
Volunteers
345

Preparer

Firm
Steward Ingram & Cooper Pllc
Address
3608 SHANNON RD SUITE 105, DURHAM, NC 27707
Preparer
Kim E Anglin CPA
Phone
9194932603
Supplemental Narrative

Additional Explanations

Form 990, Page 5, 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, 2020. As a result, form 990-t is not required for the fiscal year ended june 30, 2020.

Financial Statement Notes

Schedule D, Page 3, Part X

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 2017, 2018, and 2019 are subject to examination by the irs, generally for three years after they were filed. As of june 30, 2020, there were no uncertain tax positions.

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IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt22VICE PRES.
IRS990/Form990PartVIISectionAGrp/TitleTxt23TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
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IRS990/ProgramServiceRevenueGrp/Desc1SUBMISSION FEES
IRS990/ProgramServiceRevenueGrp/Desc2ATC BOILER ROOM RENTAL
IRS990/ProgramServiceRevenueGrp/Desc3ATC THEATER
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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
2020Detailed filing. Detailed filing data is available for this year.$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