Civic Intelligence

Bassett Society Inc

EIN 56-1655559 • 501(c)3 • Durham, NC

Profile

Scholarship to all persons who lettered in a Duke varsity sport and who matriculate in medical or dental school

Dumc Box 3639 C/O Duke Univ Med CtrDurham, NC 27710

www.bassettsociety.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

41st percentile

-1.6%

Higher net margin than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

75th percentile

20%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$281,225

Up $45,910 (+20%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$281,225

Up $45,910 (+20%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin41st percentile

Revenue

Down

$49,342

Down $6,270 (-11%) from 2023

Expenses

Down

$50,140

Down $561 (-1.1%) from 2023

Net Income

Down

-$798

Down $5,709 (-116%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2010: $155,815Liabilities 2010: $0Net Assets 2010: $155,8152010Assets 2011: $151,529Liabilities 2011: $0Net Assets 2011: $151,5292011Assets 2012: $150,394Liabilities 2012: $0Net Assets 2012: $150,3942012Assets 2013: $159,036Liabilities 2013: $0Net Assets 2013: $159,0362013Assets 2014: $164,622Liabilities 2014: $0Net Assets 2014: $164,6222014Assets 2015: $187,775Liabilities 2015: $0Net Assets 2015: $187,7752015Assets 2016: $176,681Liabilities 2016: $0Net Assets 2016: $176,6812016Assets 2017: $205,806Liabilities 2017: $0Net Assets 2017: $205,8062017Assets 2018: $190,302Liabilities 2018: $0Net Assets 2018: $190,3022018Assets 2019: $185,382Net Assets 2019: $185,3822019Assets 2020: $202,731Net Assets 2020: $202,7312020Assets 2021: $249,202Net Assets 2021: $249,2022021Assets 2022: $202,424Net Assets 2022: $202,4242022Assets 2023: $235,315Net Assets 2023: $235,3152023Assets 2024: $281,225Net Assets 2024: $281,2252024

Highlighted filing

2024

Assets$281,225
Liabilities-
Net Assets$281,225
Open 2024 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $23,7192010Revenue 2011: $19,231Expenses 2011: $19,082Net Income 2011: $1492011Expenses 2012: $28,5072012Revenue 2013: $23,382Expenses 2013: $25,149Net Income 2013: -$1,7672013Revenue 2014: $46,122Expenses 2014: $39,104Net Income 2014: $7,0182014Revenue 2015: $79,869Expenses 2015: $34,161Net Income 2015: $45,7082015Revenue 2016: $21,470Expenses 2016: $48,045Net Income 2016: -$26,5752016Revenue 2017: $71,255Expenses 2017: $55,240Net Income 2017: $16,0152017Revenue 2018: $48,852Expenses 2018: $47,518Net Income 2018: $1,3342018Revenue 2019: $36,562Expenses 2019: $67,529Net Income 2019: -$30,9672019Revenue 2020: $39,940Expenses 2020: $41,386Net Income 2020: -$1,4462020Revenue 2021: $87,210Expenses 2021: $72,219Net Income 2021: $14,9912021Revenue 2022: $64,663Expenses 2022: $75,824Net Income 2022: -$11,1612022Revenue 2023: $55,612Expenses 2023: $50,701Net Income 2023: $4,9112023Revenue 2024: $49,342Expenses 2024: $50,140Net Income 2024: -$7982024

Highlighted filing

2024

Revenue$49,342
Expenses$50,140
Net Income-$798
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$281,225
Liabilities
-
Net assets
$281,225
Revenue
$49,342
Expenses
$50,140
Net income
-$798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.81$2.81$0.49$0.50$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.35$2.35$0.56$0.51$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.02$2.02$0.65$0.76$0.11
2021Detailed filing. Detailed filing data is available for this year.$2.49$2.49$0.87$0.72$0.15
2020Detailed filing. Detailed filing data is available for this year.$2.03$2.03$0.40$0.41$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.85$1.85$0.37$0.68$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.49$0.48$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.71$0.55$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.21$0.48$0.27
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.80$0.34$0.46
2014Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.46$0.39$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.23$0.25$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.29
2011Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.19$0.19$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$49,342
Mission and Program Overview

Mission

Scholarship to all persons who lettered in a Duke varsity sport and who matriculate in medical or dental school

Program Services

DescriptionGrantsExpenses
Annual ceremony to educate members on current events in sports medicine health field$31,000$19,075
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Claude T Moorman IIITreasurer-$0--
Dean TaylorSecretary-$0--
Steve GainesVice President-$0--
Stephanie Duke ShanerSecretary-$0--
Mark ShapiroPresident-$0--
Anne BassettDirector-$0--
Ned AmendolaPresident-$0--
Filing and Contact Details

Filer

Filer Name
Bassett Society Inc
EIN
56-1655559
Phone
9196682174
Address
DUMC BOX 3639 C/O DUKE UNIV MED CTR, Durham, NC 27710

Signing Officer

Name
Claude T Moorman III
Title
Treasurer
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Kirk Wilmot Consulting LLP
Address
16 W Martin St Ste 806, Raleigh, NC 27601-2969
Preparer
David Kirk
Phone
9194146757
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Various | Cash Amount Given: $31000”

Other Expenses.1001

“Advertising and Promotion $89”

Other Expenses.1002

“Office Expenses $493”

Other Expenses.1003

“Information Technology $831”

Other Expenses.1007

“Conferences, Conventions, and Meetings $10010”

Other Assets.1

“OTHER ASSETS - Beginning $215521 OTHER ASSETS - Ending $248913”

Other Asset changes

“Market changes & Dividend reinvestments”

Raw XML Appendix169 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0CT Moorman III
IRS990EZ/BooksInCareOfDetail/PhoneNum09196682174
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0DUMC Box 3639 C/O Duke Univ Med Ctr
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Durham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027710
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019794
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt032312
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt040555
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-798
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07717
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0235315
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0281225
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt031000
IRS990EZ/GrossReceiptsAmt049342
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08787
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0235315
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0281225
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0235315
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0281225
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Claude T Moorman III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dean Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Gaines
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Stephanie Duke Shaner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mark Shapiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Anne Bassett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Ned Amendola
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0215521
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0248913
IRS990EZ/OtherChangesInNetAssetsAmt046708
IRS990EZ/OtherExpensesTotalAmt011423
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Scholarship to all persons who lettered in a Duke varsity sport and who matriculate in medical or dental school
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Annual ceremony to educate members on current events in sports medicine health field
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt031000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019075
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt050140
IRS990EZ/TotalProgramServiceExpensesAmt019075
IRS990EZ/TotalRevenueAmt049342
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.bassettsociety.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040555
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047731
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt057363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt078263
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt033430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0257342
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08787
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07881
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07300
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06510
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt039425
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86720
IRS990ScheduleA/PublicSupportPY170Pct00.86620
IRS990ScheduleA/PublicSupportTotal170Amt0257342
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040555
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047731
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt057363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt078263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt033430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0257342
IRS990ScheduleA/TotalSupportAmt0296767
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Various | Cash Amount Given: $31000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising and Promotion $89
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses $493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information Technology $831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Conferences, Conventions, and Meetings $10010
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER ASSETS - Beginning $215521 OTHER ASSETS - Ending $248913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Market changes & Dividend reinvestments
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Asset changes
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Claude T Moorman III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BASSETT SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0BASS
ReturnHeader/Filer/EIN0561655559
ReturnHeader/Filer/PhoneNum09196682174
ReturnHeader/Filer/USAddress/AddressLine1Txt0DUMC BOX 3639 C/O DUKE UNIV MED CTR
ReturnHeader/Filer/USAddress/CityNm0Durham
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027710
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842273097
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kirk Wilmot Consulting LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W Martin St Ste 806
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Raleigh
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0276012969
ReturnHeader/PreparerPersonGrp/PhoneNum09194146757
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David Kirk
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-17T06:50:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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