Civic Intelligence

Kathryn E Spence Family Foundation

EIN 13-7202870 • Brooklyn, NY

591 3rd StreetBrooklyn, NY 11215
Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

87th percentile

0.00x

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

NTEE T22 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-366%

Higher net margin than 12% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

NTEE T22 • <$500k nonprofits • Source year 2025

Asset Growth

34th percentile

-10%

Faster asset growth than 34% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

14th percentile

-88%

Faster revenue growth than 14% of similar nonprofits.

NTEE T22 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$142,781

Down $16,716 (-10%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$142,781

Down $16,716 (-10%) from 2024

Revenue

Down

$4,561

Down $33,855 (-88%) from 2024

Expenses

Up

$21,277

Up $3,523 (+20%) from 2024

Net Income

Down

-$16,716

Down $37,378 (-181%) from 2024

Trend Graphs

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2012: $86,035Liabilities 2012: $02012Assets 2013: $87,765Liabilities 2013: $02013Assets 2014: $96,830Liabilities 2014: $02014Assets 2015: $104,614Liabilities 2015: $0Net Assets 2015: $104,6142015Assets 2016: $107,604Liabilities 2016: $12016Assets 2017: $112,894Liabilities 2017: $0Net Assets 2017: $112,8942017Assets 2018: $115,004Liabilities 2018: $0Net Assets 2018: $115,0042018Assets 2020: $131,717Liabilities 2020: $0Net Assets 2020: $131,7172020Assets 2021: $143,086Liabilities 2021: $0Net Assets 2021: $143,0862021Assets 2022: $146,557Liabilities 2022: $0Net Assets 2022: $146,5572022Assets 2023: $138,835Liabilities 2023: $12023Assets 2024: $159,497Liabilities 2024: $0Net Assets 2024: $159,4972024Assets 2025: $142,781Liabilities 2025: $0Net Assets 2025: $142,7812025

Highlighted filing

2025

Assets$142,781
Liabilities$0
Net Assets$142,781

Operations Trend

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

$40K$20K$0-$20KRevenue 2012: $2,257Expenses 2012: $9,426Net Income 2012: -$7,1692012Revenue 2013: $7,893Expenses 2013: $6,163Net Income 2013: $1,7302013Revenue 2014: $13,184Expenses 2014: $4,119Net Income 2014: $9,0652014Revenue 2015: $11,200Expenses 2015: $3,416Net Income 2015: $7,7842015Revenue 2016: $6,538Expenses 2016: $3,548Net Income 2016: $2,9902016Revenue 2017: $9,080Expenses 2017: $3,790Net Income 2017: $5,2902017Revenue 2018: $18,743Expenses 2018: $16,633Net Income 2018: $2,1102018Revenue 2020: $20,248Expenses 2020: $13,794Net Income 2020: $6,4542020Revenue 2021: $33,023Expenses 2021: $21,654Net Income 2021: $11,3692021Revenue 2022: $15,460Expenses 2022: $11,989Net Income 2022: $3,4712022Revenue 2023: $8,525Expenses 2023: $16,247Net Income 2023: -$7,7222023Revenue 2024: $38,416Expenses 2024: $17,754Net Income 2024: $20,6622024Revenue 2025: $4,561Expenses 2025: $21,277Net Income 2025: -$16,7162025

Highlighted filing

2025

Revenue$4,561
Expenses$21,277
Net Income-$16,716

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL RICETrustee-$0--
KIMBERLEY KAESTNERTrustee-$0--
KATHRYN E SPENCETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kathryn E Spence Family Foundation
EIN
13-7202870
In Care Of
% TAXPAYER
Phone
2127519100
Address
591 3rd Street, Brooklyn, NY 11215

Signing Officer

Name
Daniel Rice
Title
Officer
Phone
2127519100
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Joseph Ruppe CPA
Phone
2127519100
Raw XML Appendix269 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/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015322
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012429
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt097
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt046
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt046
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03950
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03950
TaxesSchedule/TaxesDetail/Amt033
TaxesSchedule/TaxesDetail/Amt1426
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt033
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL RICE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kathryn E Spence Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Dan Rice
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0137202870
ReturnHeader/Filer/InCareOfNm0% TAXPAYER
ReturnHeader/Filer/PhoneNum02127519100
ReturnHeader/Filer/USAddress/AddressLine1Txt0591 3rd Street
ReturnHeader/Filer/USAddress/CityNm0Brooklyn
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH RUPPE CPA
ReturnHeader/ReturnTs02025-11-18T18:23:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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