Civic Intelligence

Forrest Spence Fund

990EZ • Fiscal year 2013 • EIN 27-0151429

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 17, 2014

Organization ProfileN/A
130 Waring Road38117

(901) 763-3259

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

90th percentile

44%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

97th percentile

270%

Faster asset growth than 97% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$209,606

Up $153,922 (+276%) from 2011

Net Assets

Up

$209,606

Up $153,922 (+276%) from 2011

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin90th percentile

Revenue

Up

$115,850

Up $46,557 (+67%) from 2011

Expenses

Down

$64,491

Down $10,422 (-14%) from 2011

Net Income

Up

$51,359

Up $56,979 (+1014%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $61,304Liabilities 2010: $0Net Assets 2010: $61,3042010Assets 2011: $55,684Liabilities 2011: $0Net Assets 2011: $55,6842011Assets 2013: $209,606Net Assets 2013: $209,6062013Assets 2015: $406,386Liabilities 2015: $0Net Assets 2015: $406,3862015Assets 2016: $575,330Liabilities 2016: $0Net Assets 2016: $575,3302016Assets 2017: $751,731Liabilities 2017: $0Net Assets 2017: $751,7312017Assets 2018: $830,654Liabilities 2018: $0Net Assets 2018: $830,6542018Assets 2019: $1,000,208Liabilities 2019: $4,249Net Assets 2019: $995,9592019Assets 2020: $1,102,689Liabilities 2020: $26,079Net Assets 2020: $1,076,6102020Assets 2021: $1,458,847Liabilities 2021: $13,903Net Assets 2021: $1,444,9442021Assets 2022: $1,436,906Liabilities 2022: $19,279Net Assets 2022: $1,417,6272022Assets 2024: $1,888,673Liabilities 2024: $192,979Net Assets 2024: $1,695,6942024

Highlighted filing

2013

Assets$209,606
Liabilities-
Net Assets$209,606
Open 2013 Filing

Operations Trend

Revenue Growth89th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $56,477Expenses 2010: $20,360Net Income 2010: $36,1172010Revenue 2011: $69,293Expenses 2011: $74,913Net Income 2011: -$5,6202011Revenue 2013: $115,850Expenses 2013: $64,491Net Income 2013: $51,3592013Revenue 2015: $210,329Expenses 2015: $115,495Net Income 2015: $94,8342015Revenue 2016: $333,803Expenses 2016: $164,859Net Income 2016: $168,9442016Revenue 2017: $390,560Expenses 2017: $214,159Net Income 2017: $176,4012017Revenue 2018: $417,871Expenses 2018: $338,948Net Income 2018: $78,9232018Revenue 2019: $622,001Expenses 2019: $451,593Net Income 2019: $170,4082019Revenue 2020: $520,216Expenses 2020: $439,565Net Income 2020: $80,6512020Revenue 2021: $829,907Expenses 2021: $461,573Net Income 2021: $368,3342021Revenue 2022: $574,565Expenses 2022: $601,882Net Income 2022: -$27,3172022Revenue 2024: $878,865Expenses 2024: $704,073Net Income 2024: $174,7922024

Highlighted filing

2013

Revenue$115,850
Expenses$64,491
Net Income$51,359
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 17, 2014
Return Version
2013v3.1
Gross Receipts
$137,348
Mission and Program Overview

Mission

Nonmedical needs of ill children

Program Services

DescriptionGrantsExpenses
Assist with nonmedical needs of critically or chronically ill children and their families throughout the Mid-South-$37,837
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID SPENCEPresidentPT$0--
BRITTANY SPENCEExecutive DirectorPT$0--
WILLIAM MARTINSecretary-$0--
GREGG SMITHTreasurer-$0--
HALLEY WILLIAMSDirector-$0--
RICHARD VININGDirector-$0--
Filing and Contact Details

Filer

EIN
27-0151429
Phone
9017633259

Signing Officer

Name
Brittany Spence
Title
Executive Director
Phone
9017633259
Signed
2014-06-17

Preparer

Preparer
Bethany K Huffman CPA
Phone
9018726830
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 8

“Unrealized gain on investments 30391.”

Form 990EZ, Part I, Line 16

“Program expenses 37837. Bank fees 1473. Pay pal fees 556. Office supplies 548. Insurance 2370. Accounting software 294. Website 4741. State charitable fees 150.”

Form 990EZ, Part I, Line 20

“Investment in hope christian community foundation 101524.”

Raw XML Appendix152 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10Gregg Smith
IRS990EZ/BooksInCareOfDetail/PhoneNum09017633259
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10130 Waring Road
IRS990EZ/BooksInCareOfDetail/USAddress/City0Memphis
IRS990EZ/BooksInCareOfDetail/USAddress/State0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode038117
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt056723
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0209606
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt064354
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt051359
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011198
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056723
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0209606
IRS990EZ/FundraisingGrossIncomeAmt042393
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0210
IRS990EZ/GrossReceiptsAmt0137348
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056723
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0209606
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056723
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0209606
IRS990EZ/OccupancyRentUtltsAndMaintAmt01901
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID SPENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRITTANY SPENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WILLIAM MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GREGG SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HALLEY WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICHARD VINING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0101524
IRS990EZ/OtherExpensesTotalAmt047969
IRS990EZ/OtherRevenueTotalAmt030391
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Nonmedical needs of ill children
IRS990EZ/PrintingPublicationsPostageAmt03423
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Assist with nonmedical needs of critically or chronically ill children and their families throughout the Mid-South
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt037837
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt021498
IRS990EZ/SpecialEventsNetIncomeLossAmt020895
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt064491
IRS990EZ/TotalProgramServiceExpensesAmt037837
IRS990EZ/TotalRevenueAmt0115850
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt0Description: Unrealized gain on investments
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt12013: 30391.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0Pt III Line 12
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc1Pt III Line 12
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt064354
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015927
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080281
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt021105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt053476
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074581
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt030391
IRS990ScheduleA/OtherIncome509Grp/TotalAmt030391
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.83590
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0154862
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt085459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt069403
IRS990ScheduleA/Total509Grp/TotalAmt0154862
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185253
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED GAIN ON INVESTMENTS 30391.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES 37837. BANK FEES 1473. PAY PAL FEES 556. OFFICE SUPPLIES 548. INSURANCE 2370. ACCOUNTING SOFTWARE 294. WEBSITE 4741. STATE CHARITABLE FEES 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVESTMENT IN HOPE CHRISTIAN COMMUNITY FOUNDATION 101524.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 20
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRITTANY SPENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09017633259
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10Forrest Spence Fund
ReturnHeader/Filer/BusinessNameControlTxt0FORR
ReturnHeader/Filer/EIN0270151429
ReturnHeader/Filer/PhoneNum09017633259
ReturnHeader/Filer/USAddress/AddressLine10130 Waring Road
ReturnHeader/Filer/USAddress/City0Memphis
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode038117
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BETHANY K HUFFMAN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108370 HWY 51 N SUITE 104
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MILLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode038053
ReturnHeader/PreparerPersonGrp/PhoneNum09018726830
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BETHANY K HUFFMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-17T08:22:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$209,606
Liabilities
-
Net assets
$209,606
Revenue
$115,850
Expenses
$64,491
Net income
$51,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • <$500k nonprofits