Civic Intelligence

Jackson & Evelyn Spears Foundation

EIN 13-6085261 • New York, NY

920 Fifth Avenue 9ANew York, NY 10021
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

35th percentile

-7.1%

Higher net margin than 35% of similar nonprofits.

<$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.

<$500k nonprofits • Source year 2024

Asset Growth

50th percentile

-1.9%

Faster asset growth than 50% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1704%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$360,704

Down $7,153 (-1.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$360,704

Down $7,153 (-1.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin35th percentile

Revenue

Up

$100,931

Up $95,335 (+1704%) from 2023

Expenses

Up

$108,084

Up $25,084 (+30%) from 2023

Net Income

Up

-$7,153

Up $70,251 (+91%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $594,967Liabilities 2011: $0Net Assets 2011: $594,9672011Assets 2012: $496,603Liabilities 2012: $0Net Assets 2012: $496,6032012Assets 2013: $517,645Liabilities 2013: $0Net Assets 2013: $517,6452013Assets 2014: $499,934Liabilities 2014: $0Net Assets 2014: $499,9342014Assets 2015: $462,660Liabilities 2015: $0Net Assets 2015: $462,6602015Assets 2016: $427,414Liabilities 2016: $0Net Assets 2016: $427,4142016Assets 2017: $409,407Liabilities 2017: $0Net Assets 2017: $409,4072017Assets 2018: $1,081,788Liabilities 2018: $0Net Assets 2018: $1,081,7882018Assets 2019: $910,109Liabilities 2019: $0Net Assets 2019: $910,1092019Assets 2020: $711,397Liabilities 2020: $0Net Assets 2020: $711,3972020Assets 2021: $598,796Liabilities 2021: $0Net Assets 2021: $598,7962021Assets 2022: $445,261Liabilities 2022: $0Net Assets 2022: $445,2612022Assets 2023: $367,857Liabilities 2023: $0Net Assets 2023: $367,8572023Assets 2024: $360,704Liabilities 2024: $0Net Assets 2024: $360,7042024

Highlighted filing

2024

Assets$360,704
Liabilities$0
Net Assets$360,704
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $56,1712011Expenses 2012: $131,9202012Revenue 2013: $44,527Expenses 2013: $23,485Net Income 2013: $21,0422013Revenue 2014: $29,800Expenses 2014: $47,511Net Income 2014: -$17,7112014Revenue 2015: $18,544Expenses 2015: $55,818Net Income 2015: -$37,2742015Revenue 2016: $18,675Expenses 2016: $53,921Net Income 2016: -$35,2462016Revenue 2017: $46,765Expenses 2017: $64,950Net Income 2017: -$18,1852017Revenue 2018: $754,956Expenses 2018: $82,575Net Income 2018: $672,3812018Revenue 2019: $31,054Expenses 2019: $202,733Net Income 2019: -$171,6792019Revenue 2020: -$57,264Expenses 2020: $141,448Net Income 2020: -$198,7122020Revenue 2021: $9,285Expenses 2021: $121,886Net Income 2021: -$112,6012021Revenue 2022: -$2,218Expenses 2022: $151,317Net Income 2022: -$153,5352022Revenue 2023: $5,596Expenses 2023: $83,000Net Income 2023: -$77,4042023Revenue 2024: $100,931Expenses 2024: $108,084Net Income 2024: -$7,1532024

Highlighted filing

2024

Revenue$100,931
Expenses$108,084
Net Income-$7,153
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$360,704
Liabilities
$0
Net assets
$360,704
Revenue
$100,931
Expenses
$108,084
Net income
-$7,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.10$0.11$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.01$0.08$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.00$0.15$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.01$0.12$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.06$0.14$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.03$0.20$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.75$0.08$0.67
2017Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.05$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.02$0.05$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.02$0.06$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.03$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.13
2011Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM G SPEARSTreasurer-$0--
BRIAN SPEARSSecretary-$0--
MARIA SPEARSVice-President-$0--
DOROTHY SPEARSVice-President-$0--
WENDY CONNORSPresident-$0--
SABINA BREECEVice-President-$0--
Filing and Contact Details

Filer

Filer Name
Jackson & Evelyn Spears Foundation
EIN
13-6085261
Phone
2122309841
Address
920 FIFTH AVENUE 9A, NEW YORK, NY 10021

Signing Officer

Name
William G Spears
Title
Treasurer
Phone
2122309841
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Eisner Advisory Group LLC
Address
733 THIRD AVENUE, NEW YORK, NY 10017-2703
Preparer
David Roer
Phone
2129498700
Raw XML AppendixShowing 400 of 547 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
AccountingFeesSchedule/AccountingFeesDetail/Amt03000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt045753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15996
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt231708
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt320136
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt435612
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt02,000 SWISS RE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130 BERKSHIRE HATHAWAY CLASS B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2400 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31,000 PURE STORAGE INC - CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4345 GLOBAL PAYMENTS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt072175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt113598
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt438661
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0103710
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0103710
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt050000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt067081
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0657
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0103710
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt050931
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0100931
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PURE STORAGE INC - CLASS A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt045110
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WILLIAM G SPEARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRIAN SPEARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARIA SPEARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3DOROTHY SPEARS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4WENDY CONNORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5SABINA BREECE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE-PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5VICE-PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2920 FIFTH AVENUE 9A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt369 BEDFORD STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5210 EAST 73RD STREET
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3NEW YORK
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20GENERAL FUND - FOR ANNUAL EXPENSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMERS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BRENNAN CENTER FOR JUSTICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CENTER OF COASTAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3CHOATE ROSEMARY HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FRIENDS OF THE PUBLIC GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5HARVARD BUSINESS SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6INDIAN MOUNTAIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7LAKE WARAMAUG TASK FORCE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8METROPOLITAN MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9MUSEUM OF MODERN ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10MUSIC IN THE MOUNTAINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11NEW YORK SCHOOL OF INTERIOR DESIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12PAGOSA ROTARY COMMUNITY ASSISTANCE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13PRINCETON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14PSMC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SAN JUAN HISTORICAL SOCIETY MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16STEEP ROCK ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17THE FANNIE AND JOHN HERTZ FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18THE WINDSOR SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19WARREN LAND TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20WESTERN HERITAGE EVENT CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt13UNRELATED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt17UNRELATED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt18UNRELATED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt20UNRELATED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81000 FIFTH AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16116 CHRISTIAN ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9NEW YORK

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