Civic Intelligence

Kathryn E Spence Family Foundation C/O Ms Kathryn E Spence

990PF • Fiscal year 2017 • EIN 13-7202870

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 15, 2017

Organization Profile
5 Governors RoadBronxville, NY 10708

(212) 751-9100

Siviq Scores

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

Liabilities / Assets

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.00x

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Net Margin

82nd percentile

58%

Higher net margin than 82% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2017 filings • NTEE T22 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

4.9%

Faster asset growth than 72% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

39%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • NTEE T22 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$112,894

Up $5,290 (+4.9%) from 2016

Net Assets

$112,894

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin82nd percentile

Revenue

Up

$9,080

Up $2,542 (+39%) from 2016

Expenses

Up

$3,790

Up $242 (+6.8%) from 2016

Net Income

Up

$5,290

Up $2,300 (+77%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$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

2017

Assets$112,894
Liabilities$0
Net Assets$112,894
Open 2017 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$9,080
Expenses$3,790
Net Income$5,290
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 15, 2017
Return Version
2016v3.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kathryn E SpenceTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Kathryn E Spence Family Foundation
EIN
13-7202870
In Care Of
% TAXPAYER
Phone
2127519100
Address
5 Governors Road, Bronxville, NY 10708

Signing Officer

Name
Kathryn E Spence
Title
Officer
Phone
2127519100
Signed
2017-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Raymond Russolillo CPA
Phone
2127519100
Raw XML Appendix278 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/PersonNm0Kathryn E Spence
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IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02225
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06068
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01118
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0151
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUED DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt088
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt088
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS ANNUAL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01562
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01562
TaxesSchedule/TaxesDetail/Amt03
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN E SPENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kathryn E Spence Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MS KATHRYN E SPENCE
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0137202870
ReturnHeader/Filer/InCareOfNm0% TAXPAYER
ReturnHeader/Filer/PhoneNum02127519100
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Governors Road
ReturnHeader/Filer/USAddress/CityNm0Bronxville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010708
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0950D43D7442C95CBD1A1AAD1BE31BBDB5D2D18D8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FFA8129EA6587577C6AA11267F05C4D42F5C3242
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId022006220173465000005
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.46.120.251
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/PreparationDt02017-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND RUSSOLILLO CPA
ReturnHeader/ReturnTs02017-12-12T10:16:37-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,894
Liabilities
$0
Net assets
$112,894
Revenue
$9,080
Expenses
$3,790
Net income
$5,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.21$0.17
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.38$0.18$0.21
2023Summary only. Only limited summary data is available for this year.$1.39$0.00$0.09$0.16$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.15$0.12$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.33$0.22$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.20$0.14$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.19$0.17$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.09$0.04$0.05
2016Summary only. Only limited summary data is available for this year.$1.08$0.00$0.07$0.04$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.03$0.08
2014Summary only. Only limited summary data is available for this year.$0.97$0.00$0.13$0.04$0.09
2013Summary only. Only limited summary data is available for this year.$0.88$0.00$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$0.86$0.00$0.02$0.09$0.07