Civic Intelligence

Kenneth and Martha Spurlock Family Foundation Tr

EIN 54-6828936 • Harrogate, TN

549 Londonderry RdHarrogate, TN 37752
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$500

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.3%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

354%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$181,475

Up $2,319 (+1.3%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$181,475

No earlier filing loaded for comparison.

Revenue

Up

$8,696

Up $6,781 (+354%) from 2023

Expenses

Up

$5,838

Up $1,949 (+50%) from 2023

Net Income

Up

$2,858

Up $4,832 (+245%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2014: $87,370Liabilities 2014: $02014Assets 2015: $197,911Liabilities 2015: $02015Assets 2019: $200,207Liabilities 2019: $02019Assets 2020: $172,955Liabilities 2020: $0Net Assets 2020: $172,9552020Assets 2021: $182,086Liabilities 2021: $0Net Assets 2021: $182,0862021Assets 2022: $178,771Liabilities 2022: $0Net Assets 2022: $178,7712022Assets 2023: $179,156Liabilities 2023: $12023Assets 2024: $181,475Liabilities 2024: $0Net Assets 2024: $181,4752024

Highlighted filing

2024

Assets$181,475
Liabilities$0
Net Assets$181,475

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2014: $90Expenses 2014: $4,502Net Income 2014: -$4,4122014Revenue 2015: $120,270Expenses 2015: $9,729Net Income 2015: $110,5412015Revenue 2019: $81,211Expenses 2019: $40,156Net Income 2019: $41,0552019Revenue 2020: $7,405Expenses 2020: $34,657Net Income 2020: -$27,2522020Revenue 2021: $19,384Expenses 2021: $10,253Net Income 2021: $9,1312021Revenue 2022: $4,450Expenses 2022: $3,997Net Income 2022: $4532022Revenue 2023: $1,915Expenses 2023: $3,889Net Income 2023: -$1,9742023Revenue 2024: $8,696Expenses 2024: $5,838Net Income 2024: $2,8582024

Highlighted filing

2024

Revenue$8,696
Expenses$5,838
Net Income$2,858

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES KENNETH SPURLOCKCo-Trustee And Director-$500-$500
MARTHA S SPURLOCKCo-Trustee And Director-$500-$500
LUKE SPURLOCKDirector-$500-$500
JOSHUA SPURLOCKDirector-$500-$500
REBEKAH OWENSDirector-$500-$500
DAGNEY SPURLOCKDirector-$500-$500
Filing and Contact Details

Filer

Filer Name
Kenneth and Martha Spurlock Family
EIN
54-6828936
Phone
6064992719
Address
549 LONDONDERRY RD, HARROGATE, TN 37752

Signing Officer

Name
Martha Spurlock
Title
Co-trustee
Phone
6064992719
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Jones Nale & Mattingly Plc
Address
401 WEST MAIN STREET SUITE 1100, LOUISVILLE, KY 40202
Preparer
Dennis G Martin
Phone
5025830248
Raw XML Appendix331 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/PersonNm0CHARLES KENNETH SPURLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARTHA S SPURLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LUKE SPURLOCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JOSHUA SPURLOCK
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARTHA S SPURLOCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0549 LONDONDERRY ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HARROGATE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0TN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd037752
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06064992719
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0CHARLES KENNETH SPURLOCK
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020689
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt028417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0855
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt027562
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020689
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020689
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048251
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049106
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0539
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ACCRUAL ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01912
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/Amt078
TaxesSchedule/TaxesDetail/Amt148
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA SPURLOCK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06064992719
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENNETH AND MARTHA SPURLOCK FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION TR
ReturnHeader/Filer/BusinessNameControlTxt0KENN
ReturnHeader/Filer/EIN0546828936
ReturnHeader/Filer/PhoneNum06064992719
ReturnHeader/Filer/USAddress/AddressLine1Txt0549 LONDONDERRY RD
ReturnHeader/Filer/USAddress/CityNm0HARROGATE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037752
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0610420207
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES NALE & MATTINGLY PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 WEST MAIN STREET SUITE 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040202
ReturnHeader/PreparerPersonGrp/PhoneNum05025830248
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS G MARTIN
ReturnHeader/ReturnTs02025-05-09T07:03:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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