Civic Intelligence

Jan Duncan Foundation

EIN 88-3338984 • Houston, TX

1400 Post Oak Blvd Suite Ste 625Houston, TX 77056
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

96th percentile

86%

Higher net margin than 96% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

$10M-$25M nonprofits • Source year 2024

Asset Growth

93rd percentile

47%

Faster asset growth than 93% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

750%

Faster revenue growth than 98% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$14,714,330

Up $4,713,410 (+47%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$14,714,330

Up $4,713,410 (+47%) from 2023

Revenue

Up

$5,505,955

Up $4,858,216 (+750%) from 2023

Expenses

Up

$792,545

Up $43,033 (+5.7%) from 2023

Net Income

Up

$4,713,410

Up $4,815,183 (+4731%) from 2023

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2022: $10,102,693Liabilities 2022: $0Net Assets 2022: $10,102,6932022Assets 2023: $10,000,920Liabilities 2023: $0Net Assets 2023: $10,000,9202023Assets 2024: $14,714,330Liabilities 2024: $0Net Assets 2024: $14,714,3302024

Highlighted filing

2024

Assets$14,714,330
Liabilities$0
Net Assets$14,714,330

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2022: $10,122,351Expenses 2022: $19,658Net Income 2022: $10,102,6932022Revenue 2023: $647,739Expenses 2023: $749,512Net Income 2023: -$101,7732023Revenue 2024: $5,505,955Expenses 2024: $792,545Net Income 2024: $4,713,4102024

Highlighted filing

2024

Revenue$5,505,955
Expenses$792,545
Net Income$4,713,410

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN E DUNCANCo-Trustee-$0--
ANDREW B SMITHCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Jan Duncan Foundation
EIN
88-3338984
In Care Of
% BDO USA
Phone
7132656818
Address
1400 Post Oak Blvd Suite Ste 625, Houston, TX 77056

Signing Officer

Name
Jan E Duncan
Title
Member
Phone
7139601706
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Jamie Gamez
Phone
7139601706
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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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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BDO USA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07139601706
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITIES. IT ONLY DISBURSES CHARITABLE FUNDS TO OTHER TAX-EXEMPT ORGANIZATIONS.
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE FOUNDATION DOES NOT HAVE ANY PROGRAM-RELATED INVESTMENTS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAN E DUNCAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0750000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO ASSIST THE ORG. IN ITS CHARITABLE PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Texas Children's Hospital Restricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01919 South Braeswood Boulevard Sui
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Houston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd077030
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0750000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0598809
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt080866
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0598809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078187
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt078187
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0757862
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt078187
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt080866
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jan E Duncan
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02980 LAZY LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Houston
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd077019
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018818
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt018818
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/Amt18000
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN E DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07139601706
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Jan Duncan Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAND
ReturnHeader/Filer/EIN0883338984
ReturnHeader/Filer/InCareOfNm0% BDO USA
ReturnHeader/Filer/PhoneNum07132656818
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 Post Oak Blvd Suite Ste 625
ReturnHeader/Filer/USAddress/CityNm0Houston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd077056
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BDO USA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 Allen Parkway 20th Floor
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Houston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0770197100
ReturnHeader/PreparerPersonGrp/PhoneNum07139601706
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jamie Gamez
ReturnHeader/ReturnTs02025-11-14T11:23:55-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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