Civic Intelligence

The Spiegel Foundation

990PF • Fiscal year 2020 • EIN 13-3318169

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 28, 2021

42 Forest DrivePort Washington, NY 11050

(212) 440-0800

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

86th percentile

44%

Higher net margin than 86% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$70,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

54th percentile

5.2%

Faster asset growth than 54% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-24%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,747,283

Up $332,126 (+5.2%) from 2019

Net Assets

$6,747,283

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$761,353

Down $241,122 (-24%) from 2019

Expenses

Down

$428,147

Down $61,761 (-13%) from 2019

Net Income

Down

$333,206

Down $179,361 (-35%) from 2019

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,553,313Liabilities 2011: $02011Assets 2012: $5,253,891Liabilities 2012: $02012Assets 2013: $5,116,645Liabilities 2013: $02013Assets 2014: $5,105,268Liabilities 2014: $02014Assets 2015: $5,974,997Liabilities 2015: $02015Assets 2019: $6,415,157Liabilities 2019: $02019Assets 2020: $6,747,283Liabilities 2020: $0Net Assets 2020: $6,747,2832020Assets 2021: $6,530,305Liabilities 2021: $0Net Assets 2021: $6,530,3052021Assets 2022: $6,606,845Liabilities 2022: $0Net Assets 2022: $6,606,8452022Assets 2023: $6,566,494Liabilities 2023: $0Net Assets 2023: $6,566,4942023Assets 2024: $6,300,954Liabilities 2024: $0Net Assets 2024: $6,300,9542024Assets 2025: $6,073,976Liabilities 2025: $0Net Assets 2025: $6,073,9762025

Highlighted filing

2020

Assets$6,747,283
Liabilities$0
Net Assets$6,747,283

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $222,282Expenses 2011: $471,051Net Income 2011: -$248,7692011Revenue 2012: $235,668Expenses 2012: $535,090Net Income 2012: -$299,4222012Revenue 2013: $322,385Expenses 2013: $459,631Net Income 2013: -$137,2462013Revenue 2014: $491,161Expenses 2014: $502,536Net Income 2014: -$11,3752014Revenue 2015: $1,437,058Expenses 2015: $567,328Net Income 2015: $869,7302015Revenue 2019: $1,002,475Expenses 2019: $489,908Net Income 2019: $512,5672019Revenue 2020: $761,353Expenses 2020: $428,147Net Income 2020: $333,2062020Revenue 2021: $277,706Expenses 2021: $497,290Net Income 2021: -$219,5842021Revenue 2022: $576,185Expenses 2022: $469,645Net Income 2022: $106,5402022Revenue 2023: $397,017Expenses 2023: $400,131Net Income 2023: -$3,1142023Revenue 2024: $362,272Expenses 2024: $622,394Net Income 2024: -$260,1222024Revenue 2025: $380,155Expenses 2025: $604,795Net Income 2025: -$224,6402025

Highlighted filing

2020

Revenue$761,353
Expenses$428,147
Net Income$333,206
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 28, 2021
Return Version
2019v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELANA B SIEGELTrustee/Part-Time-$70,000-$70,000
BRADLEY C SPIEGELTrustee/Part-Time-$70,000-$70,000
DEANNE SPIEGELTrustee/Part-Time-$0--
Filing and Contact Details

Filer

Filer Name
The Spiegel Foundation
EIN
13-3318169
In Care Of
% THE SPIEGEL FOUNDATION
Phone
2124400800
Address
42 FOREST DRIVE, PORT WASHINGTON, NY 11050

Signing Officer

Name
Deanne Spiegel
Title
Trustee
Phone
2124400800
Signed
2021-01-28
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001-8604
Preparer
Brian Schad
Phone
2127733000
Raw XML Appendix376 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/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050829
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.053242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.048819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047737
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt06629
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07338139
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07086035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt07668701
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt08030738
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07903415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08826716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0322304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.254147
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0322304
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0322304
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0322304
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt042 FOREST DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd011050
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE SPIEGEL FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum02124400800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description2Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0234928
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0234928
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/AppliedToCurrentYearAmt03995
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0318309
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0353649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0322304
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0349654
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0318309
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0474
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PURCHASED ACCRUED INTEREST
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0524
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0524
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01266
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0SALES PROCEEDS TAXED IN PRIOR YEAR
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PUBLICATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1160
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1160
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0186
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-DIVIDEND DISTRIBUTIONS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt011259
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt011259
TaxesSchedule/TaxesDetail/Amt07400
TaxesSchedule/TaxesDetail/Amt118
TaxesSchedule/TaxesDetail/Amt218632
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXTENSION FYE 9/30/19
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt09316
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt19316
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANNE SPIEGEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02124400800
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SPIEGEL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SPIE
ReturnHeader/Filer/EIN0133318169
ReturnHeader/Filer/InCareOfNm0% THE SPIEGEL FOUNDATION
ReturnHeader/Filer/PhoneNum02124400800
ReturnHeader/Filer/USAddress/AddressLine1Txt042 FOREST DRIVE
ReturnHeader/Filer/USAddress/CityNm0PORT WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011050
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0100018604
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN SCHAD
ReturnHeader/ReturnTs02021-08-16T12:23:07-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

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