Civic Intelligence

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

990PF • Fiscal year 2019 • EIN 13-7202870

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

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

80th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

79th percentile

0.00x

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

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Net Margin

83rd percentile

68%

Higher net margin than 83% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

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.

2019 filings • NTEE T22 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

8.9%

Faster asset growth than 75% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

39th percentile

-20%

Faster revenue growth than 39% of similar nonprofits.

2019 filings • NTEE T22 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$125,263

Up $10,259 (+8.9%) from 2018

Net Assets

Up

$125,263

Up $10,259 (+8.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin83rd percentile

Revenue

Down

$15,055

Down $3,688 (-20%) from 2018

Expenses

Down

$4,796

Down $11,837 (-71%) from 2018

Net Income

Up

$10,259

Up $8,149 (+386%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th 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 2019: $125,263Liabilities 2019: $0Net Assets 2019: $125,2632019Assets 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

2019

Assets$125,263
Liabilities$0
Net Assets$125,263
Open 2019 Filing

Operations Trend

Revenue Growth39th 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 2019: $15,055Expenses 2019: $4,796Net Income 2019: $10,2592019Revenue 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

2019

Revenue$15,055
Expenses$4,796
Net Income$10,259
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
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
2019-11-15
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 Appendix262 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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TaxesSchedule/TaxesDetail/Amt07
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt07
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN E SPENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/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/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RAYMOND RUSSOLILLO CPA
ReturnHeader/ReturnTs02019-12-16T15:58:01-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-08-01
ReturnHeader/TaxPeriodEndDt02019-07-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$125,263
Liabilities
$0
Net assets
$125,263
Revenue
$15,055
Expenses
$4,796
Net income
$10,259
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
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.15$0.05$0.10
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