Civic Intelligence

Spencer Charitable Fund

990PF • Fiscal year 2019 • EIN 13-6855911

Aug 01, 2018 to Jul 31, 2019 • Filed on Oct 15, 2019

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

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

58th percentile

$5,827

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

62nd percentile

9.6%

Faster revenue growth than 62% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$555,195

Up $71,402 (+15%) from 2018

Net Assets

Up

$555,195

Up $71,402 (+15%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin94th percentile

Revenue

Up

$106,423

Up $9,303 (+9.6%) from 2018

Expenses

Down

$35,021

Down $124,141 (-78%) from 2018

Net Income

Up

$71,402

Up $133,444 (+215%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2019

Assets$555,195
Liabilities$0
Net Assets$555,195
Open 2019 Filing

Operations Trend

Revenue Growth62nd 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

2019

Revenue$106,423
Expenses$35,021
Net Income$71,402
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Oct 15, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gordon S OppenheimerTrusteePT$5,827-$5,827
Alexandra OppenheimerTrusteePT$5,827-$5,827
Jason OppenheimerTrusteePT$5,827-$5,827
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
2019-10-15
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 Appendix345 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Gordon S Oppenheimer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Alexandra Oppenheimer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Jason Oppenheimer
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Gordon S Oppenheimer Esq
IRS990PF/StatementsRegardingActyGrp/PhoneNum09148341900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Any form can be used
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Gordon S Oppenheimer Esq
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09148341900
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Box 197
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Larchmont
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0105380197
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt27500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Gen'l Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Gen'l Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Gen'l Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Visiting Nurse Service NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Columbia Grammer & Preparatory Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Arts on the Lake
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0220 East 42nd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15 West 93rd Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2640 Route 52
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Kent Lakes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010017
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110025
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210512
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt014500
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/AppliedToCurrentYearAmt025281
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0139990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036540
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02730
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt033810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036540
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025281
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036540
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt078169
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01800
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01800
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Filing Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Publication
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt148
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt148
TaxesSchedule/TaxesDetail/Amt01742
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01742
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gordon S Oppenheimer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09148341900
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
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/AtSubmissionCreationDeviceId088D64479665597E829A55C62CB48D21A2E01CC54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BB235C90BF7CFE1729F8D0F1A6AC5F8B9BCF05C9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.189.90.69
ReturnHeader/FilingSecurityInformation/IPDt02019-10-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:20:38
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/PreparationDt02019-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gordon S Oppenheimer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-10-21T08:20:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$555,195
Liabilities
$0
Net assets
$555,195
Revenue
$106,423
Expenses
$35,021
Net income
$71,402
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
2019Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$1.06$0.35$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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