Civic Intelligence

The Duke University School of Medicine Research Foundation

EIN 56-2247203 • 501(c)3 • Durham, NC

Profile

To support the charitable, scientific and educational activities of duke university and duke university health system, inc. And their affiliated organizations.

Refreshing map…

2200 W Main Street Ste 300Durham, NC 27705

n/A

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $9,500 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $9,500 (-100%) from 2022

Revenue

Down

$0

Down $9,925 (-100%) from 2022

Expenses

Down

$9,500

Down $425 (-4.3%) from 2022

Net Income

Down

-$9,500

Down $9,500 from 2022

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,500,950Liabilities 2010: $2,288,934Net Assets 2010: -$787,9842010Assets 2011: $1,493,000Liabilities 2011: $2,452,619Net Assets 2011: -$959,6192011Assets 2012: $1,180,464Liabilities 2012: $0Net Assets 2012: $1,180,4642012Assets 2013: $601,731Liabilities 2013: $0Net Assets 2013: $601,7312013Assets 2014: $264,349Liabilities 2014: $0Net Assets 2014: $264,3492014Assets 2015: $1Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $581,880Liabilities 2016: $28,714Net Assets 2016: $553,1662016Assets 2017: $1,185,933Liabilities 2017: $0Net Assets 2017: $1,185,9332017Assets 2018: $968,627Liabilities 2018: $0Net Assets 2018: $968,6272018Assets 2019: $900,000Liabilities 2019: $0Net Assets 2019: $900,0002019Assets 2020: $9,500Liabilities 2020: $0Net Assets 2020: $9,5002020Assets 2021: $9,500Liabilities 2021: $0Net Assets 2021: $9,5002021Assets 2022: $9,500Liabilities 2022: $0Net Assets 2022: $9,5002022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $349,8552010Expenses 2011: $201,4992011Revenue 2012: $2,620,399Expenses 2012: $1,296,794Net Income 2012: $1,323,6052012Revenue 2013: $1,490,309Expenses 2013: $2,069,042Net Income 2013: -$578,7332013Revenue 2014: $2,585,575Expenses 2014: $2,922,957Net Income 2014: -$337,3822014Revenue 2015: $2,033,806Expenses 2015: $2,298,155Net Income 2015: -$264,3492015Revenue 2016: $2,619,614Expenses 2016: $2,066,448Net Income 2016: $553,1662016Revenue 2017: $1,597,871Expenses 2017: $965,104Net Income 2017: $632,7672017Revenue 2018: $0Expenses 2018: $217,306Net Income 2018: -$217,3062018Revenue 2019: $59,500Expenses 2019: $128,127Net Income 2019: -$68,6272019Revenue 2020: $9,500Expenses 2020: $900,000Net Income 2020: -$890,5002020Revenue 2021: $9,925Expenses 2021: $9,925Net Income 2021: $02021Revenue 2022: $9,925Expenses 2022: $9,925Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $9,500Net Income 2023: -$9,5002023

Highlighted filing

2023

Revenue$0
Expenses$9,500
Net Income-$9,500

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.01$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.01$0.01$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.01$0.00$0.01$0.01$0.01$0.00
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.01$0.00$0.01$0.01$0.90$0.89
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.06$0.13$0.07
2018Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.00$0.22$0.22
2017Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$1.60$0.97$0.63
2016Summary only. Only limited summary data is available for this year.$0.58$0.03$0.55$2.62$2.07$0.55
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$2.03$2.30$0.26
2014Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$2.59$2.92$0.34
2013Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$1.49$2.07$0.58
2012Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$2.62$1.30$1.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$2.45$0.96$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$2.29$0.79$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$0
Mission and Program Overview

Mission

To support the charitable, scientific and educational activities of duke university and duke university health system, inc. And their affiliated organizations.

To support the charitable, scientific and educational activities of duke university and duke university health system, inc. Form 990-ez, part v, line 34the duke university school of medicine research foundation board approved by sufficient vote the plan of dissolution as required by the north carolina nonprofit corporation act and the bylaws of the corporation. The articles of dissolution were filed with the north carolina secretary of state and effective on june 30, 2023.

Program Services

DescriptionGrantsExpenses
EDUCATE, TRAIN AND PROVIDE SCIENTIFIC SUPPORT IN FURTHERANCE OF THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES OF DUKE UNIVERSITY.$9,500$9,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY E KLOTMAN MDDirector-$0--
JAMES SCOTT GIBSONPresident/Director-$0--
ADRIAN HERNANDEZDirector-$0--
MICHAEL PENCINADirector-$0--
JOHN BORRELLIVice President-$0--
CYNTHIA T MAYNARDTreasurer-$0--
KEELY KELLYSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Duke University School of
EIN
56-2247203
Phone
9196842006
Address
2200 W MAIN STREET STE 300, DURHAM, NC 27705

Signing Officer

Name
Cynthia T Maynard
Title
Treasurer
Phone
9196682380
Signed
2023-11-08
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: duke university. Grantee address: 2200 w. Main street, ste 300 durham, nc 27705. Grantee relationship: supported organization. Property description: accounts receivable. Method used to determine book value: fmv. Method used to determine fmv: fmv. Book value of property: 9,500. Date of gift: 06/30/23. Amount given: 9,500.

Raw XML Appendix188 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/USAddress/CityNm0DURHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARY E KLOTMAN MD
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT/DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd01
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES OF DUKE UNIVERSITY AND DUKE UNIVERSITY HEALTH SYSTEM, INC. FORM 990-EZ, PART V, LINE 34THE DUKE UNIVERSITY SCHOOL OF MEDICINE RESEARCH FOUNDATION BOARD APPROVED BY SUFFICIENT VOTE THE PLAN OF DISSOLUTION AS REQUIRED BY THE NORTH CAROLINA NONPROFIT CORPORATION ACT AND THE BYLAWS OF THE CORPORATION. THE ARTICLES OF DISSOLUTION WERE FILED WITH THE NORTH CAROLINA SECRETARY OF STATE AND EFFECTIVE ON JUNE 30, 2023.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATE, TRAIN AND PROVIDE SCIENTIFIC SUPPORT IN FURTHERANCE OF THE CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES OF DUKE UNIVERSITY.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DUKE UNIVERSITY
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IRS990ScheduleN/EmployeeOfSuccessorInd00
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IRS990ScheduleN/ReceiveCompensationInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: DUKE UNIVERSITY. GRANTEE ADDRESS: 2200 W. MAIN STREET, STE 300 DURHAM, NC 27705. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. PROPERTY DESCRIPTION: ACCOUNTS RECEIVABLE. METHOD USED TO DETERMINE BOOK VALUE: FMV. METHOD USED TO DETERMINE FMV: FMV. BOOK VALUE OF PROPERTY: 9,500. DATE OF GIFT: 06/30/23. AMOUNT GIVEN: 9,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DUKE UNIVERSITY SCHOOL OF
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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