Civic Intelligence

Spencer Educational Foundation Inc.

990 • Fiscal year 2017 • EIN 58-1420617

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 07, 2018

Organization ProfileWWW.SPENCERED.ORG
1407 Broadway 29th FloorNew York, NY 10018

(212) 655-6208

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.06x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Net Margin

80th percentile

20%

Higher net margin than 80% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2017 filings • NTEE B • $5M-$10M nonprofits • Source year 2017

Asset Growth

66th percentile

13%

Faster asset growth than 66% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • NTEE B • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$9,063,324

Up $1,024,317 (+13%) from 2016

Net Assets

Up

$8,944,588

Up $956,867 (+12%) from 2016

Liabilities

Up

$118,736

Up $67,450 (+132%) from 2016

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin80th percentile

Revenue

Up

$2,085,875

Up $457,966 (+28%) from 2016

Expenses

Up

$1,663,913

Up $171,964 (+12%) from 2016

Net Income

Up

$421,962

Up $286,002 (+210%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2017

Assets$9,063,324
Liabilities$118,736
Net Assets$8,944,588
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

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

2017

Revenue$2,085,875
Expenses$1,663,913
Net Income$421,962
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 7, 2018
Return Version
2017v2.3
Gross Receipts
$9,050,152
Mission and Program Overview

Mission

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

Spencer Educational Foundation, Inc.'s ("The foundation") mission is to fund the education of tomorrows risk management and insurance industry leaders. (See Schedule O)

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,680,562$7,387,315▲ $706,753
Savings and Temporary Cash Investments$673,244$915,736▲ $242,492
Pledges and Grants Receivable$668,507$723,041▲ $54,534
Prepaid Expenses and Deferred Charges$4,159$31,747▲ $27,588
Land, Buildings, and Equipment, Net$12,535$5,485▼ $7,050
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$8,039,007$9,063,324▲ $1,024,317
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$6,482$85,886▲ $79,404
Other Liabilities$44,804$32,850▼ $11,954
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$51,286$118,736▲ $67,450
Net Assets / Fund Balance
Unrestricted Net Assets$6,177,285$7,123,423▲ $946,138
Temporarily Rstr Net Assets$1,810,436$1,821,165▲ $10,729
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$7,987,721$8,944,588▲ $956,867
Total Liabilities and Net Assets / Fund Balance$8,039,007$9,063,324▲ $1,024,317

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$5,485$44,363$49,848
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Ron DavisChairman
C Zakia PhillipsPresident
Marya J PropisVice President
Adam Potter From 417Director
Brion E CalloriDirector
Daniel KuglerDirector
Deborah a BabcockDirector
Debra RodgersDirector
Jennifer J FaheyDirector
Joseph ToccoDirector
Kristen M BessetteDirector
Lou Ann LaytonDirector
Margaret AccordinoDirector
Robin S JoinesDirector
Roger AndrewsDirector
Teresa BlackDirector
Theana L LordanouDirector
Timothy BostonDirector
Timothy MeachamDirector
William KeoghDirector
Robert Cartwright JrEx-officio (from 1/17)
Matthew T SchneiderSecretary
Peter HeardTreasurer
Paul PizioVP Finance
Revenue and Support

Revenue Composition

Contributions and Grants
$1,551,552
Program Service Revenue
$0
Investment Income
$531,002
Other Revenue
$3,321
All Other Contributions
$568,803
Change in Net Assets
$421,962

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,061,850
Revenue Not Reported on Financial Statements
$24,025
Revenue Not Reported on Form 990
$534,905
Total Revenue per Audited Statements
$2,596,755
Total Revenue per Form 990
$2,085,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$910,512
Other Expenses$687,523
Total Fundraising Expense$405,794
Professional Fundraising Fees$65,878
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$738,862--$738,862
Fees for Services Management$148,509$50,245$223,466$422,220
Grants to Domestic Orgs$171,650--$171,650
Advertising--$96,790$96,790
Fees for Services Professional Fundraising--$65,878$65,878
Travel-$43,792-$43,792
Fees for Service Investment Mgmnt Fees-$24,025-$24,025
Other Expenses-$23,551$19,627$23,551
Office Expenses-$18,832$33$18,865
Conferences and Meetings-$7,820-$7,820
Depreciation Depletion$7,050--$7,050
Total Functional Expenses$1,066,071$192,048$405,794$1,663,913

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,663,913
Expenses per Audited Statements$1,639,888
Total Expenses per Audited Statements$1,639,888
Expenses Not Reported on Financial Statements$24,025
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Southern CaliforniaLos Angeles, CA501(c)(3)Course Development$46,650
Rims Student InvolvementNew York, NY501(c)(6)A. Benedetti Student$40,000
Rims and Spencer ChallengeNew York, NY501(c)(6)Challenge Grant$35,000
Rims Erm ConferenceNew York, NY501(c)(6)Erm Conference Grant$20,000
Gamma Iota SigmaYardly, PA501(c)(3)Conference Support$15,000
Temple UniversityPhiladelphia, PA501(c)(3)Erm Forum$15,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$183,716
Fundraising Gross Income$183,716
Professional Fundraising Fees$65,878
Gaming Direct Expenses$0
Gaming Gross Income$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$1,166,465$183,716-$183,716
Total Events$1,166,465$183,716$183,716-
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$32,850
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, SECTION B, LINE 11B:

“FORM 990 IS PREPARED BY A NATIONALLY RENOWNED ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S MANAGEMENT. DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AUDIT/FINANCE COMMITTEE. AFTER REVIEW THE FORM 990 IS THEN PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS BEFORE IT is FILED WITH THE INTERNAL REVENUE SERVICE.”

FORM 990, PART VI, SECTION B, LINE 12C:

“The organization has a "board approved" conflicts of interest policy. Each board member, upon appointment and annually, must fill out a declaration stating they had no conflicts OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS.”

FORM 990, PART VI, SECTION B, LINES 15A AND 15B:

“The organization does not compensate any officer or key employee.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Spencer Educational Foundation Inc
EIN
58-1420617
In Care Of
% MARY ROTH
Phone
2126556208
Address
1407 BROADWAY 29TH FLOOR, NEW YORK, NY 10018

Signing Officer

Name
Charmaine Zakia Phillips
Title
Chairwoman
Phone
2126556030
Signed
2018-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Zakia Phillips
Formed
1979
Legal Domicile
Ga
Voting Board Members
23
Independent Board Members
23
Employees
0
Volunteers
30

Preparer

Firm
Bdo USA Llp
Address
100 PARK AVENUE, NEW YORK, NY 10017-5001
Preparer
Paul Hammerschmidt
Phone
2128858000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1 CONTINUATION:

“The Foundation is the premier organization awarding scholarships and grants in risk management and insurance. Since its founding, the Foundation has awarded 981 scholarships totaling approximately $6.5 million, and $3.27 million in grants to universities and professional institutions for educational programs and conferences. The Foundation was named in honor of the late Robert S. Spencer, an innovative leader and past president of Risk and Insurance Management Society, and an outspoken advocate for risk management education. With support from individuals, corporations, RIMS chapters, and fundraising events, the Foundation provides: a) Scholarships b) Grants supporting student and professional education initiatives c) Grants for summer internships d) Funding for risk management/insurance related curriculum at universities e) Grants supporting student and professional education initiatives”

Financial Statement Notes

PART X, LINE 2:

“Under Accounting Standards Codification ("ASC") 740, "income taxes," an organization must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not that the position will be sustained upon examination by a taxing authority. The implementation of ASC 740 had no impact on the Spencer Educational Foundation, Inc.s financial statements. The organization does not believe it has taken any material uncertain tax positions and, accordingly, it has not recorded any liability for unrecognized tax benefits. The organization has filed for and received income tax exemptions in the jurisdictions where it is required to do so. Additionally, the organization has filed IRS Form 990 information returns, as required, and all other applicable returns in jurisdictions where so required. For the year ended December 31, 2017, there were no interest or penalties recorded or included in the statement of activities. The organization is subject to routine audits by a taxing authority. As of December 31, 2017, there were no examinations being performed. Management believes it is no longer subject to income tax examination for the years prior to 2014.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm4MATTHEW T SCHNEIDER
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT CARTWRIGHT JR
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IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER J FAHEY
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IRS990/Form990PartVIISectionAGrp/PersonNm15WILLIAM KEOGH
IRS990/Form990PartVIISectionAGrp/PersonNm16DANIEL KUGLER
IRS990/Form990PartVIISectionAGrp/PersonNm17LOU ANN LAYTON
IRS990/Form990PartVIISectionAGrp/PersonNm18THEANA L LORDANOU
IRS990/Form990PartVIISectionAGrp/PersonNm19TIMOTHY MEACHAM
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5EX-OFFICIO (FROM 1/17)
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23VP FINANCE
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IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSES
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,063,324
Liabilities
$118,736
Net assets
$8,944,588
Revenue
$2,085,875
Expenses
$1,663,913
Net income
$421,962
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