Civic Intelligence

Spence Asset Management Foundation

990PF • Fiscal year 2018 • EIN 45-5343478

Jan 01, 2018 to Dec 31, 2018 • Filed on Feb 11, 2019

Organization Profile
3529 Foothills RdLas Cruces, NM 88011

(575) 556-8500

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

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

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.00x

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

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

Net Margin

47th percentile

-19%

Higher net margin than 47% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

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.

2018 filings • NTEE T21 • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-9.2%

Faster asset growth than 35% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

50th percentile

-9.7%

Faster revenue growth than 50% of similar nonprofits.

2018 filings • NTEE T21 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$30,841

Down $3,125 (-9.2%) from 2017

Net Assets

Down

$30,841

Down $3,125 (-9.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin47th percentile

Revenue

Down

$16,800

Down $1,803 (-9.7%) from 2017

Expenses

Down

$19,925

Down $5,525 (-22%) from 2017

Net Income

Up

-$3,125

Up $3,722 (+54%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$60K$40K$20K$0Assets 2012: $11,600Liabilities 2012: $0Net Assets 2012: $11,6002012Assets 2013: $21,231Liabilities 2013: $0Net Assets 2013: $21,2312013Assets 2014: $28,253Liabilities 2014: $0Net Assets 2014: $28,2532014Assets 2015: $34,425Liabilities 2015: $0Net Assets 2015: $34,4252015Assets 2016: $40,813Liabilities 2016: $0Net Assets 2016: $40,8132016Assets 2017: $33,966Liabilities 2017: $0Net Assets 2017: $33,9662017Assets 2018: $30,841Liabilities 2018: $0Net Assets 2018: $30,8412018Assets 2019: $29,454Liabilities 2019: $0Net Assets 2019: $29,4542019Assets 2020: $36,749Liabilities 2020: $0Net Assets 2020: $36,7492020Assets 2021: $37,389Liabilities 2021: $0Net Assets 2021: $37,3892021Assets 2022: $54,194Liabilities 2022: $0Net Assets 2022: $54,1942022Assets 2023: $50,819Liabilities 2023: $0Net Assets 2023: $50,8192023Assets 2024: $32,369Liabilities 2024: $0Net Assets 2024: $32,3692024

Highlighted filing

2018

Assets$30,841
Liabilities$0
Net Assets$30,841
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

$40K$20K$0-$20KExpenses 2012: $2,4002012Revenue 2013: $14,500Expenses 2013: $4,869Net Income 2013: $9,6312013Revenue 2014: $12,000Expenses 2014: $4,978Net Income 2014: $7,0222014Revenue 2015: $13,000Expenses 2015: $6,828Net Income 2015: $6,1722015Revenue 2016: $21,373Expenses 2016: $14,985Net Income 2016: $6,3882016Revenue 2017: $18,603Expenses 2017: $25,450Net Income 2017: -$6,8472017Revenue 2018: $16,800Expenses 2018: $19,925Net Income 2018: -$3,1252018Revenue 2019: $18,200Expenses 2019: $19,587Net Income 2019: -$1,3872019Revenue 2020: $30,000Expenses 2020: $22,705Net Income 2020: $7,2952020Revenue 2021: $40,000Expenses 2021: $39,360Net Income 2021: $6402021Revenue 2022: $40,000Expenses 2022: $23,195Net Income 2022: $16,8052022Revenue 2023: $30,000Expenses 2023: $33,375Net Income 2023: -$3,3752023Revenue 2024: $15,000Expenses 2024: $33,450Net Income 2024: -$18,4502024

Highlighted filing

2018

Revenue$16,800
Expenses$19,925
Net Income-$3,125
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Feb 11, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC WALTONPresident-$0--
SHEILA WALTONTreasurer-$0--
CARRIE NESTLESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Spence Asset Management Foundation
EIN
45-5343478
Phone
5755568500
Address
3529 FOOTHILLS RD, LAS CRUCES, NM 88011

Signing Officer

Name
Eric Walton
Title
President
Phone
5755568500
Signed
2019-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Beasley Mitchell & Co Llp
Address
PO DRAWER 550, LAS CRUCES, NM 88004-0550
Preparer
Bradley M Beasley CPA
Phone
5755286700
Raw XML Appendix231 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS CRUCES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0880040550
ReturnHeader/PreparerPersonGrp/PhoneNum05755286700
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY M BEASLEY CPA
ReturnHeader/ReturnTs02019-02-20T15:33:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,841
Liabilities
$0
Net assets
$30,841
Revenue
$16,800
Expenses
$19,925
Net income
-$3,125
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.4$0.00$32.4$15.0$33.5$18.5
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$50.8$0.00$50.8$30.0$33.4$3.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.2$0.00$54.2$40.0$23.2$16.8
2021Detailed filing. Detailed filing data is available for this year.$37.4$0.00$37.4$40.0$39.4$0.64
2020Detailed filing. Detailed filing data is available for this year.$36.7$0.00$36.7$30.0$22.7$7.30
2019Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$18.2$19.6$1.39
2018Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$16.8$19.9$3.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.0$0.00$34.0$18.6$25.5$6.85
2016Detailed filing. Detailed filing data is available for this year.$40.8$0.00$40.8$21.4$15.0$6.39
2015Detailed filing. Detailed filing data is available for this year.$34.4$0.00$34.4$13.0$6.83$6.17
2014Detailed filing. Detailed filing data is available for this year.$28.3$0.00$28.3$12.0$4.98$7.02
2013Detailed filing. Detailed filing data is available for this year.$21.2$0.00$21.2$14.5$4.87$9.63
2012Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.40