Forrest Spence Fund

990EZ • Fiscal year 2011 • EIN 27-0151429

Jan 01, 2011 to Dec 31, 2011 • Filed on May 15, 2012

Organization Profile N/A

8475 Drury Lane38139

Siviq Scores

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

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

-8.1%

Higher net margin than 27% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

No value available

This filing does not contain officer compensation rows.

Source year 2011

-9.2%

Faster asset growth than 33% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

23%

Faster revenue growth than 74% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Balance Sheet

Liabilities / Assets53rd percentile

Assets

Down

$55,684

Down $5,620 (-9.2%) from 2010

Net Assets

Down

$55,684

Down $5,620 (-9.2%) from 2010

Liabilities

Flat

Flat from 2010

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin27th percentile

Revenue

$69,293

Up $12,816 (+23%) from 2010

Expenses

$74,913

Up $54,553 (+268%) from 2010

Net Income

Down

-$5,620

Down $41,737 (-116%) from 2010

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

Highlighted filing

2011

Assets$55,684

Liabilities$0

Net Assets$55,684

Open 2011 Filing

Operations Trend

Revenue Growth74th percentile

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

Highlighted filing

2011

Revenue$69,293

Expenses$74,913

Net Income-$5,620

Open 2011 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2011 to Dec 31, 2011
Signed: May 15, 2012
Return Version: 2011v1.2

Mission and Program Overview

Mission

Nonmedical needs of ill children

Filing and Contact Details

Filer

EIN: 27-0151429

Raw XML Appendix164 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.

Path	#	Value
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	61304
IRS990EZ/CashSavingsAndInvestments/EOY	0	55684
IRS990EZ/ContributionsGiftsGrantsEtc	0	26793
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-5620
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GrossReceipts	0	69293
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/LandAndBuildings/BOY	0	0
IRS990EZ/LandAndBuildings/EOY	0	0
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	61304
IRS990EZ/NetAssetsOrFundBalancesBOY	0	61304
IRS990EZ/NetAssetsOrFundBalances/EOY	0	55684
IRS990EZ/NetAssetsOrFundBalancesEOY	0	55684
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	0	352 Leonora Drive
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	1	352 Leonora Drive
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	2	8475 Drury Lane
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	3	8475 Drury Lane
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	4	8475 Drury Lane
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	0	Memphis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	Memphis
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	2	Germantown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	3	Germantown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	4	Germantown
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	0	TN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	1	TN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	2	TN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	3	TN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	4	TN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	0	38117
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	1	38117
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	2	38139
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	3	38139
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	4	38139
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	5
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	5
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	5
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	David Spence
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Gregg Smith
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	William Martin
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Halley Williams
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Brittany Spence
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	President
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Secretary Treas
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Director
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Director
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	0
IRS990EZ/OtherAssetsTotal/EOY	0	0
IRS990EZ/OtherExpensesTotal	0	74913
IRS990EZ/OtherRevenueTotal	0	4
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	Nonmedical needs of ill children
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Assist with nonmedical needs of critically or chronically ill children and their families throughout the MidSouth
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	44748
IRS990EZ/ProgramServiceRevenue	0	42496
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	TN
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	0
IRS990EZ/SumOfTotalLiabilities/EOY	0	0
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	352 Leonora Drive
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	Memphis
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	TN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	38117
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Gregg Smith
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	9017633259
IRS990EZ/TotalAssets/BOY	0	61304
IRS990EZ/TotalAssets/EOY	0	55684
IRS990EZ/TotalExpenses	0	74913
IRS990EZ/TotalProgramServiceExpenses	0	44748
IRS990EZ/TotalRevenue	0	69293
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYear	0	26793
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus1Year	0	15099
IRS990ScheduleA/GiftsGrantsContribReceived509/CurrentTaxYearMinus2Years	0	1950
IRS990ScheduleA/GiftsGrantsContribReceived509/Total	0	43842
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYear	0	42496
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus1Year	0	41378
IRS990ScheduleA/GrossReceiptsFromNonUBI/CurrentTaxYearMinus2Years	0	41948
IRS990ScheduleA/GrossReceiptsFromNonUBI/Total	0	125822
IRS990ScheduleA/InvestmentIncomePercentage	0	0.00000
IRS990ScheduleA/PriorYearSupportPercentage	0	1.00000
IRS990ScheduleA/PubliclySupportedOrg509a2	0	X
IRS990ScheduleA/PublicSupportPercentage509	0	1.00000
IRS990ScheduleA/PublicSupportTotal509	0	169664
IRS990ScheduleA/ThirtyThreePercntTestsCY509	0	X
IRS990ScheduleA/Total509/CurrentTaxYear	0	69289
IRS990ScheduleA/Total509/CurrentTaxYearMinus1Year	0	56477
IRS990ScheduleA/Total509/CurrentTaxYearMinus2Years	0	43898
IRS990ScheduleA/Total509/Total	0	169664
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYear	0	69289
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus1Year	0	56477
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus2Years	0	43898
IRS990ScheduleA/TotalSupportTotal/CurrentTaxYearMinus4Years	0	0
IRS990ScheduleA/TotalSupportTotal/Total	0	169664
IRS990ScheduleO/GeneralExplanation/Explanation	0	Description Amount Uncategorized Income 4
IRS990ScheduleO/GeneralExplanation/Explanation	1	Description Amount Administrative Expenses 11214 Fundraising Expenses 16876 Program Expenses 44748 Miscellaneous Expenses 142 Office Expenses 59 Other Income 92 Startup expenses 1782
IRS990ScheduleO/GeneralExplanation/Identifier	0	01. Description of other revenue (Part I, line 8)
IRS990ScheduleO/GeneralExplanation/Identifier	1	02. Description of other expenses (Part I, line 16)
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	270151429
ReturnHeader/Filer/Name/BusinessNameLine1	0	Forrest Spence Fund
ReturnHeader/Filer/NameControl	0	FORR
ReturnHeader/Filer/USAddress/AddressLine1	0	8475 Drury Lane
ReturnHeader/Filer/USAddress/City	0	Germantown
ReturnHeader/Filer/USAddress/State	0	TN
ReturnHeader/Filer/USAddress/ZIPCode	0	38139
ReturnHeader/Officer/AuthorizeThirdParty	0	false
ReturnHeader/Officer/DateSigned	0	2012-05-15
ReturnHeader/Officer/Name	0	Gregory Smith
ReturnHeader/Officer/Phone	0	9017633259
ReturnHeader/Officer/Title	0	SecretaryTreas
ReturnHeader/Preparer/DatePrepared	0	2012-05-31
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Frederick T Stukenborg
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	641 Oakleaf Office Ln Ste 1
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Memphis
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	TN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	38117
ReturnHeader/Preparer/Name	0	Frederick Stukenborg
ReturnHeader/Preparer/Phone	0	9018437688
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2011-01-01
ReturnHeader/TaxPeriodEndDate	0	2011-12-31
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2012-05-31T17:28:31-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $55,684
Liabilities: $0
Net assets: $55,684
Revenue: $69,293
Expenses: $74,913
Net income: -$5,620

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.89	$0.19	$1.70	$0.88	$0.70	$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.44	$0.02	$1.42	$0.57	$0.60	$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.46	$0.01	$1.44	$0.83	$0.46	$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.10	$0.03	$1.08	$0.52	$0.44	$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.00	$0.00	$1.00	$0.62	$0.45	$0.17
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.83	$0.00	$0.83	$0.42	$0.34	$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.75	$0.00	$0.75	$0.39	$0.21	$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$0.58	$0.00	$0.58	$0.33	$0.16	$0.17
2015Detailed filing. Detailed filing data is available for this year.	$0.41	$0.00	$0.41	$0.21	$0.12	$0.09
2013Detailed filing. Detailed filing data is available for this year.	$0.21		$0.21	$0.12	$0.06	$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.06	$0.00	$0.06	$0.07	$0.07	$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.06	$0.00	$0.06	$0.06	$0.02	$0.04