Civic Intelligence

The Sarah Spencer Foundation

990PF • Fiscal year 2020 • EIN 36-3444748

Jan 01, 2020 to Dec 31, 2020 • Filed on May 10, 2021

50 S Lasalle St 3rd FloorChicago, IL 60675

(312) 444-3752

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

85th percentile

41%

Higher net margin than 85% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

78th percentile

34%

Faster asset growth than 78% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

79th percentile

18%

Faster revenue growth than 79% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$160,322

Up $40,266 (+34%) from 2019

Net Assets

Up

$160,322

Up $40,266 (+34%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$97,504

Up $14,652 (+18%) from 2019

Expenses

Down

$57,240

Down $134,532 (-70%) from 2019

Net Income

Up

$40,264

Up $149,184 (+137%) from 2019

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2018: $228,976Liabilities 2018: $0Net Assets 2018: $228,9762018Assets 2019: $120,056Liabilities 2019: $0Net Assets 2019: $120,0562019Assets 2020: $160,322Liabilities 2020: $0Net Assets 2020: $160,3222020Assets 2021: $126,189Liabilities 2021: $0Net Assets 2021: $126,1892021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$160,322
Liabilities$0
Net Assets$160,322

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2018: $34,362Expenses 2018: $200,249Net Income 2018: -$165,8872018Revenue 2019: $82,852Expenses 2019: $191,772Net Income 2019: -$108,9202019Revenue 2020: $97,504Expenses 2020: $57,240Net Income 2020: $40,2642020Revenue 2021: $6,088Expenses 2021: $10,221Net Income 2021: -$4,1332021Revenue 2022: $30,693Expenses 2022: $156,882Net Income 2022: -$126,1892022

Highlighted filing

2020

Revenue$97,504
Expenses$57,240
Net Income$40,264
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 10, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE S TREES JRPresident-$0--
SARAH TREES BLILEYSecretary/ Treasurer-$0--
BARBARA TREESDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Sarah Spencer Foundation
EIN
36-3444748
Phone
3124443752
Address
50 S LASALLE ST 3RD FLOOR, CHICAGO, IL 60675

Signing Officer

Name
George S Trees Jr
Title
President
Phone
3124443752
Signed
2021-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 S WACKER DR, CHICAGO, IL 60606
Preparer
Brian Koloms
Phone
3124861000
Raw XML Appendix382 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MAYMONT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAINT CATHERINE'S SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VIRGINIA MUSEUM OF FINE ARTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36001 GROVE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 N ARTHUR ASHE BOULEVARD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd223220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd323226
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd423220
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08380
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08380
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0167258
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0161253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0211178
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0151398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0131172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0131172
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0732207
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt041120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0167258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0161253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0211178
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0151398
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt049500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt041120
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0863379
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0822259
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt013
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01687
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NORTHERN TRUST OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01687
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01687
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TIMING ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02802
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02802
TaxesSchedule/TaxesDetail/Amt0425
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0425
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE S TREES JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03124443752
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SARAH SPENCER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0363444748
ReturnHeader/Filer/PhoneNum03124443752
ReturnHeader/Filer/USAddress/AddressLine1Txt050 S LASALLE ST 3RD FLOOR
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060675
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 S WACKER DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03124861000
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN KOLOMS
ReturnHeader/ReturnTs02021-05-13T12:26:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GEORGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREES JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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