Civic Intelligence

Spencer Educational Foundation Inc.

990 • Fiscal year 2013 • EIN 58-1420617

Jan 01, 2013 to Dec 31, 2013 • Filed on Sep 16, 2014

Organization Profilewww.spencered.org
1065 Avenue of the Americas13th Fl10018

(212) 655-6208

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2013 filings • NTEE B • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

20th percentile

0.04x

Higher debt load relative to revenue than 20% of similar nonprofits.

2013 filings • NTEE B • $5M-$10M nonprofits • Source year 2013

Net Margin

92nd percentile

47%

Higher net margin than 92% of similar nonprofits.

2013 filings • NTEE B • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

77th percentile

$195,433

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

2013 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$7,916,894

Up $738,097 (+10%) from 2012

Net Assets

Up

$7,820,546

Up $807,754 (+12%) from 2012

Liabilities

Down

$96,348

Down $69,657 (-42%) from 2012

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

$2,333,528

No earlier filing loaded for comparison.

Expenses

Up

$1,238,183

Up $57,271 (+4.8%) from 2012

Net Income

$1,095,345

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

$15M$10M$5.0M$0Assets 2011: $6,604,782Liabilities 2011: $6,618Net Assets 2011: $6,598,1642011Assets 2012: $7,178,797Liabilities 2012: $166,005Net Assets 2012: $7,012,7922012Assets 2013: $7,916,894Liabilities 2013: $96,348Net Assets 2013: $7,820,5462013Assets 2014: $7,887,409Liabilities 2014: $10,269Net Assets 2014: $7,877,1402014Assets 2015: $7,505,015Liabilities 2015: $1,686Net Assets 2015: $7,503,3292015Assets 2016: $8,039,007Liabilities 2016: $51,286Net Assets 2016: $7,987,7212016Assets 2017: $9,063,324Liabilities 2017: $118,736Net Assets 2017: $8,944,5882017Assets 2018: $7,892,822Liabilities 2018: $35,322Net Assets 2018: $7,857,5002018Assets 2019: $8,645,477Liabilities 2019: $15,565Net Assets 2019: $8,629,9122019Assets 2020: $9,186,050Liabilities 2020: $168,410Net Assets 2020: $9,017,6402020Assets 2021: $9,643,341Liabilities 2021: $357,037Net Assets 2021: $9,286,3042021Assets 2022: $9,082,783Liabilities 2022: $496,347Net Assets 2022: $8,586,4362022Assets 2023: $9,493,138Liabilities 2023: $419,323Net Assets 2023: $9,073,8152023Assets 2024: $10,061,035Liabilities 2024: $389,254Net Assets 2024: $9,671,7812024

Highlighted filing

2013

Assets$7,916,894
Liabilities$96,348
Net Assets$7,820,546
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $947,7182011Expenses 2012: $1,180,9122012Revenue 2013: $2,333,528Expenses 2013: $1,238,183Net Income 2013: $1,095,3452013Revenue 2014: $1,302,067Expenses 2014: $1,299,458Net Income 2014: $2,6092014Revenue 2015: $1,415,952Expenses 2015: $1,433,419Net Income 2015: -$17,4672015Revenue 2016: $1,627,909Expenses 2016: $1,491,949Net Income 2016: $135,9602016Revenue 2017: $2,085,875Expenses 2017: $1,663,913Net Income 2017: $421,9622017Revenue 2018: $1,552,293Expenses 2018: $1,796,885Net Income 2018: -$244,5922018Revenue 2019: $2,516,420Expenses 2019: $2,464,367Net Income 2019: $52,0532019Revenue 2020: $2,098,749Expenses 2020: $2,119,982Net Income 2020: -$21,2332020Revenue 2021: $2,416,660Expenses 2021: $1,904,653Net Income 2021: $512,0072021Revenue 2022: $2,712,012Expenses 2022: $2,306,449Net Income 2022: $405,5632022Revenue 2023: $2,484,287Expenses 2023: $2,733,177Net Income 2023: -$248,8902023Revenue 2024: $3,555,059Expenses 2024: $3,083,558Net Income 2024: $471,5012024

Highlighted filing

2013

Revenue$2,333,528
Expenses$1,238,183
Net Income$1,095,345
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Sep 16, 2014
Return Version
2013v3.1
Gross Receipts
$9,204,277
Mission and Program Overview

Mission

Funding the education of tomorrow's risk management and insurance leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,015,594$6,729,093▲ $713,499
Pledges and Grants Receivable$370,092$783,820▲ $413,728
Savings and Temporary Cash Investments$764,218$368,906▼ $395,312
Prepaid Expenses and Deferred Charges$28,000$35,075▲ $7,075
Land, Buildings, and Equipment, Net$893$0▼ $893
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$7,178,797$7,916,894▲ $738,097
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$166,005$96,348▼ $69,657
Total Liabilities$166,005$96,348▼ $69,657
Net Assets / Fund Balance
Unrestricted Net Assets$5,063,212$5,762,147▲ $698,935
Temporarily Rstr Net Assets$1,949,580$2,058,399▲ $108,819
Total Net Assets Fund Balance$7,012,792$7,820,546▲ $807,754
Total Liabilities and Net Assets / Fund Balance$7,178,797$7,916,894▲ $738,097

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$19,800$19,800
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Brion E CalloriChairman
Ron DavisPresident
C Zakia CampbellVice President
Craig M Van der VoortDirector
Daniel KuglerDirector
David A NorthDirector
Deborah A BabcockDirector
Gordon W KnightDirector
Greg HendrickDirector
James BlinnDirector
Jennifer J FaheyDirector
Lou Ann LaytonDirector
Margaret AccordinoDirector
Mark A ButlerDirector
Matthew T SchneiderDirector
Paul WinstonDirector
Roger AndrewsDirector
Stephen OhDirector
Teresa BlackDirector
Timothy MeachamDirector
John J Harrington JrCFO
Marya J PropisSecretary
Peter HeardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,307,814
Program Service Revenue
$0
Investment Income
$1,011,219
Other Revenue
$14,495
All Other Contributions
$570,253
Change in Net Assets
$1,095,345

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,308,053
Revenue Not Reported on Financial Statements
$25,475
Revenue Not Reported on Form 990
$-287,591
Total Revenue per Audited Statements
$2,020,462
Total Revenue per Form 990
$2,333,528
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$694,150
Other Expenses$469,033
Total Fundraising Expense$308,659
Professional Fundraising Fees$75,000
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$480,650--$480,650
Fees for Services Management$111,752$30,608$199,898$342,258
Grants to Domestic Orgs$213,500--$213,500
Fees for Services Professional Fundraising--$75,000$75,000
Fees for Service Investment Mgmnt Fees-$25,475-$25,475
Travel-$21,834-$21,834
Fees for Services Accounting-$16,500-$16,500
Information Technology-$11,012-$11,012
Advertising--$8,286$8,286
Conferences and Meetings-$2,838-$2,838
Other Expenses-$6,551$2,592$2,592
All Other Expenses-$924-$924
Depreciation Depletion-$893-$893
Total Functional Expenses$805,902$123,622$308,659$1,238,183

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,238,183
Expenses per Audited Statements$1,212,708
Total Expenses per Audited Statements$1,212,708
Expenses Not Reported on Financial Statements$25,475
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---RIMS ERM Program$75,000
---FM Global Loss Prevention$50,000
---A. Benedetti Student Involvement$40,000
---AWAC - AB Student Involvement$9,000
---Challenge Grant$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$210,878
Fundraising Gross Income$210,878
Professional Fundraising Fees$75,000

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$883,058$192,421$192,421$0
Event 2$65,381$18,457$18,457$0
Total Events$948,439$210,878$210,878-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Management reviewed a draft of the Form 990 with the audit/finance committee and provided edits to the tax preparer. After this process was performed, the Form 990 was sent to the full board of directors prior to being filed with the IRS.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization has a "board approved" conflicts of interest policy. Each board member must fill out an annual declaration stating they had no conflicts or identifying the nature of their interested party transactions.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Organizational documents are made available upon request.”

Filing and Contact Details

Filer

EIN
58-1420617
Phone
2126556208

Signing Officer

Name
John J Harrington Jr
Title
CFO
Signed
2014-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John J Harrington Jr
Formed
1979
Legal Domicile
Ny
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
24

Preparer

Preparer
David C Ashenfarb
Phone
2122682800
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Foundation does not believe its financial statements include any material, uncertain tax positions. Tax filings for periods ending December 31, 2010 and later are subject to examination by applicable taxing authorities.”

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IRS990/Form990PartVIISectionAGrp/PersonNm5Mark A Butler
IRS990/Form990PartVIISectionAGrp/PersonNm6Brion E Callori
IRS990/Form990PartVIISectionAGrp/PersonNm7Ron Davis
IRS990/Form990PartVIISectionAGrp/PersonNm8C Zakia Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm9Peter Heard
IRS990/Form990PartVIISectionAGrp/PersonNm10Lou Ann Layton
IRS990/Form990PartVIISectionAGrp/PersonNm11Jennifer J Fahey
IRS990/Form990PartVIISectionAGrp/PersonNm12David A North
IRS990/Form990PartVIISectionAGrp/PersonNm13Daniel Kugler
IRS990/Form990PartVIISectionAGrp/PersonNm14Gordon W Knight
IRS990/Form990PartVIISectionAGrp/PersonNm15Timothy Meacham
IRS990/Form990PartVIISectionAGrp/PersonNm16Marya J Propis
IRS990/Form990PartVIISectionAGrp/PersonNm17Deborah A Babcock
IRS990/Form990PartVIISectionAGrp/PersonNm18Stephen Oh
IRS990/Form990PartVIISectionAGrp/PersonNm19Matthew T Schneider
IRS990/Form990PartVIISectionAGrp/PersonNm20Craig M Van der Voort
IRS990/Form990PartVIISectionAGrp/PersonNm21Paul Winston
IRS990/Form990PartVIISectionAGrp/PersonNm22John J Harrington Jr
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt7President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
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IRS990/OtherExpensesGrp/FundraisingAmt12592
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IRS990/PrincipalOfficerNm0John J Harrington Jr

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,916,894
Liabilities
$96,348
Net assets
$7,820,546
Revenue
$2,333,528
Expenses
$1,238,183
Net income
$1,095,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.1$0.39$9.67$3.56$3.08$0.47
2023Detailed filing. Detailed filing data is available for this year.$9.49$0.42$9.07$2.48$2.73$0.25
2022Detailed filing. Detailed filing data is available for this year.$9.08$0.50$8.59$2.71$2.31$0.41
2021Detailed filing. Detailed filing data is available for this year.$9.64$0.36$9.29$2.42$1.90$0.51
2020Detailed filing. Detailed filing data is available for this year.$9.19$0.17$9.02$2.10$2.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$8.65$0.02$8.63$2.52$2.46$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.89$0.04$7.86$1.55$1.80$0.24
2017Detailed filing. Detailed filing data is available for this year.$9.06$0.12$8.94$2.09$1.66$0.42
2016Summary only. Only limited summary data is available for this year.$8.04$0.05$7.99$1.63$1.49$0.14
2015Summary only. Only limited summary data is available for this year.$7.51$0.00$7.50$1.42$1.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.89$0.01$7.88$1.30$1.30$0.00
2013Detailed filing. Detailed filing data is available for this year.$7.92$0.10$7.82$2.33$1.24$1.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.18$0.17$7.01$1.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.01$6.60$0.95