Civic Intelligence

Spencer Charitable Fund

990PF • Fiscal year 2018 • EIN 13-6855911

Aug 01, 2017 to Jul 31, 2018 • Filed on Oct 15, 2018

Organization Profile
PO Box 197Larchmont, NY 10538-0197

(914) 834-1900

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

8th percentile

-64%

Higher net margin than 8% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

82nd percentile

$6,039

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

26th percentile

-11%

Faster asset growth than 26% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

-3.5%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$483,793

Down $71,505 (-13%) from 2016

Net Assets

Down

$483,793

Down $71,505 (-13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin8th percentile

Revenue

Down

$97,120

Down $3,845 (-3.8%) from 2016

Expenses

Down

$159,162

Down $76,135 (-32%) from 2016

Net Income

Up

-$62,042

Up $72,290 (+54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$800K$600K$400K$200K$0Assets 2012: $690,670Liabilities 2012: $12012Assets 2013: $622,220Liabilities 2013: $0Net Assets 2013: $622,2202013Assets 2014: $599,008Liabilities 2014: $0Net Assets 2014: $599,0082014Assets 2015: $593,750Liabilities 2015: $0Net Assets 2015: $593,7502015Assets 2016: $555,298Liabilities 2016: $0Net Assets 2016: $555,2982016Assets 2018: $483,793Liabilities 2018: $0Net Assets 2018: $483,7932018Assets 2019: $555,195Liabilities 2019: $0Net Assets 2019: $555,1952019Assets 2020: $534,375Liabilities 2020: $0Net Assets 2020: $534,3752020Assets 2021: $585,789Liabilities 2021: $0Net Assets 2021: $585,7892021Assets 2022: $536,604Liabilities 2022: $12022Assets 2023: $489,385Liabilities 2023: $12023Assets 2024: $429,604Liabilities 2024: $12024Assets 2025: $468,241Liabilities 2025: $0Net Assets 2025: $468,2412025

Highlighted filing

2018

Assets$483,793
Liabilities$0
Net Assets$483,793
Open 2018 Filing

Operations Trend

Revenue Growth42nd percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2012: $82,081Expenses 2012: $122,495Net Income 2012: -$40,4142012Expenses 2013: $155,0682013Revenue 2014: $93,169Expenses 2014: $148,168Net Income 2014: -$54,9992014Revenue 2015: $98,804Expenses 2015: $234,401Net Income 2015: -$135,5972015Revenue 2016: $100,965Expenses 2016: $235,297Net Income 2016: -$134,3322016Revenue 2018: $97,120Expenses 2018: $159,162Net Income 2018: -$62,0422018Revenue 2019: $106,423Expenses 2019: $35,021Net Income 2019: $71,4022019Revenue 2020: $107,593Expenses 2020: $128,413Net Income 2020: -$20,8202020Revenue 2021: $109,448Expenses 2021: $58,603Net Income 2021: $50,8452021Revenue 2022: $114,662Expenses 2022: $173,380Net Income 2022: -$58,7182022Revenue 2023: $118,258Expenses 2023: $165,524Net Income 2023: -$47,2662023Revenue 2024: $119,575Expenses 2024: $184,070Net Income 2024: -$64,4952024Revenue 2025: $127,457Expenses 2025: $199,424Net Income 2025: -$71,9672025

Highlighted filing

2018

Revenue$97,120
Expenses$159,162
Net Income-$62,042
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Oct 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GORDON S OPPENHEIMERTrusteePT$6,039-$6,039
ALEXANDRA OPPENHEIMERTrusteePT$6,039-$6,039
JASON OPPENHEIMERTrusteePT$6,039-$6,039
Filing and Contact Details

Filer

Filer Name
Spencer Charitable Fund
EIN
13-6855911
Phone
9148341900
Address
PO Box 197, Larchmont, NY 10538-0197

Signing Officer

Name
Gordon S Oppenheimer
Title
Trustee
Phone
9148341900
Signed
2018-10-15
Discuss with paid preparer
Yes

Preparer

Firm
Gary Haber CPA
Address
12 PALM COURT, LARKSPUR, CA 94939
Preparer
Gordon S Oppenheimer
Phone
4159272865
Raw XML Appendix343 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/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GORDON S OPPENHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ALEXANDRA OPPENHEIMER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JASON OPPENHEIMER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt050 Howell Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11515 Park Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2780 Vine Hill Way
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Larchmont
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Mamaroneck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Martinez
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Greenwich Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Smith College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Ithaca College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4American Cancer Society
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15 Perryridge Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2260 Robert Hall
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt333 Elm Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4953 Danby Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52 Lyon Place
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Greenwich
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Ithaca
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Northampton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Ithaca
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5White Plains
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0146373
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt033810
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036540
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02730
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt033810
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0149103
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02730
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036540
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033810
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12000
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt22000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt23000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt23000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Publication
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherIncreasesSchedule/OtherIncreasesDetail/Amt022
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gains
TaxesSchedule/TaxesDetail/Amt02745
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt02745
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GORDON S OPPENHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09148341900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Spencer Charitable Fund
ReturnHeader/Filer/BusinessNameControlTxt0SPEN
ReturnHeader/Filer/EIN0136855911
ReturnHeader/Filer/PhoneNum09148341900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 197
ReturnHeader/Filer/USAddress/CityNm0Larchmont
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0105380197
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BB235C90BF7CFE1729F8D0F1A6AC5F8B9BCF05C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB235C90BF7CFE1729F8D0F1A6AC5F8B9BCF05C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.189.90.69
ReturnHeader/FilingSecurityInformation/IPDt02018-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm007:15:46
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GARY HABER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012 PALM COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LARKSPUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094939
ReturnHeader/PreparerPersonGrp/PhoneNum04159272865
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON S OPPENHEIMER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-15T07:15:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$483,793
Liabilities
$0
Net assets
$483,793
Revenue
$97,120
Expenses
$159,162
Net income
-$62,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$1.27$1.99$0.72
2024Summary only. Only limited summary data is available for this year.$4.30$0.00$1.20$1.84$0.64
2023Summary only. Only limited summary data is available for this year.$4.89$0.00$1.18$1.66$0.47
2022Summary only. Only limited summary data is available for this year.$5.37$0.00$1.15$1.73$0.59
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.86$0.00$5.86$1.09$0.59$0.51
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.34$0.00$5.34$1.08$1.28$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$1.06$0.35$0.71
2018Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.97$1.59$0.62
2016Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$1.01$2.35$1.34
2015Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.99$2.34$1.36
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.93$1.48$0.55
2013Detailed filing. Detailed filing data is available for this year.$6.22$0.00$6.22$1.55
2012Summary only. Only limited summary data is available for this year.$6.91$0.00$0.82$1.22$0.40