Civic Intelligence

Jan Duncan Foundation

990PF • Fiscal year 2023 • EIN 88-3338984

Jan 01, 2023 to Dec 31, 2023 • Filed on May 09, 2024

Organization Profile
1400 Post Oak Blvd Suite Ste 650Houston, TX 77056

(713) 265-6818

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

30th percentile

-1.0%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

1st percentile

-94%

Faster revenue growth than 1% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$10,000,920

Down $101,773 (-1.0%) from 2022

Net Assets

Down

$10,000,920

Down $101,773 (-1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin21st percentile

Revenue

Down

$647,739

Down $9,474,612 (-94%) from 2022

Expenses

Up

$749,512

Up $729,854 (+3713%) from 2022

Net Income

Down

-$101,773

Down $10,204,466 (-101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$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

2023

Assets$10,000,920
Liabilities$0
Net Assets$10,000,920
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$647,739
Expenses$749,512
Net Income-$101,773
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 9, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay24th percentile

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 650, Houston, TX 77056

Signing Officer

Name
Jan E Duncan
Title
Member
Phone
7139601706
Signed
2024-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bdo USA
Address
2929 Allen Parkway 20th Floor, Houston, TX 77019-7100
Preparer
Jamie Gamez
Phone
7139601706
Raw XML Appendix318 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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IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0THE FOUNDATION DOES NOT HAVE ANY PROGRAM-RELATED INVESTMENTS
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAN E DUNCAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0687500
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
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0269626
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0269626
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC. EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt034103
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt13584
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13584
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN E DUNCAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum07139601706
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-09
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 650
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/ReturnTs02024-11-15T16:11:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,000,920
Liabilities
$0
Net assets
$10,000,920
Revenue
$647,739
Expenses
$749,512
Net income
-$101,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$14.7$0.00$14.7$5.51$0.79$4.71
2023Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.65$0.75$0.10
2022Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$10.1$0.02$10.1