Civic Intelligence

Spencer Charitable Foundation

990PF • Fiscal year 2015 • EIN 74-2900267

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

1001 Redbud TrailWest Lake Hills, TX 78746

(361) 882-7001

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

58th percentile

1.9%

Faster asset growth than 58% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

56%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,588,052

Up $29,170 (+1.9%) from 2014

Net Assets

Up

$1,587,052

Up $29,170 (+1.9%) from 2014

Liabilities

Flat

$1,000

Flat from 2014

Revenue

Up

$151,832

Up $54,546 (+56%) from 2014

Expenses

Up

$122,734

Up $15,546 (+15%) from 2014

Net Income

Up

$29,098

Up $39,000 (+394%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,500,592Liabilities 2011: $1,0002011Assets 2012: $1,519,998Liabilities 2012: $2,000Net Assets 2012: $1,517,9982012Assets 2013: $1,572,150Liabilities 2013: $4,000Net Assets 2013: $1,568,1502013Assets 2014: $1,558,882Liabilities 2014: $1,000Net Assets 2014: $1,557,8822014Assets 2015: $1,588,052Liabilities 2015: $1,000Net Assets 2015: $1,587,0522015Assets 2016: $1,569,036Liabilities 2016: $1,000Net Assets 2016: $1,568,0362016Assets 2017: $1,600,720Liabilities 2017: $1,000Net Assets 2017: $1,599,7202017Assets 2018: $1,568,193Liabilities 2018: $0Net Assets 2018: $1,568,1932018Assets 2019: $1,545,071Liabilities 2019: $55Net Assets 2019: $1,545,0162019Assets 2020: $1,528,423Liabilities 2020: $0Net Assets 2020: $1,528,4232020Assets 2021: $1,792,495Liabilities 2021: $0Net Assets 2021: $1,792,4952021Assets 2022: $1,741,553Liabilities 2022: $0Net Assets 2022: $1,741,5532022Assets 2023: $1,678,226Liabilities 2023: $0Net Assets 2023: $1,678,2262023Assets 2024: $1,699,635Liabilities 2024: $13,013Net Assets 2024: $1,686,6222024

Highlighted filing

2015

Assets$1,588,052
Liabilities$1,000
Net Assets$1,587,052

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $98,645Expenses 2011: $90,571Net Income 2011: $8,0742011Expenses 2012: $85,4082012Revenue 2013: $154,410Expenses 2013: $102,971Net Income 2013: $51,4392013Revenue 2014: $97,286Expenses 2014: $107,188Net Income 2014: -$9,9022014Revenue 2015: $151,832Expenses 2015: $122,734Net Income 2015: $29,0982015Revenue 2016: $83,205Expenses 2016: $101,897Net Income 2016: -$18,6922016Revenue 2017: $144,305Expenses 2017: $112,422Net Income 2017: $31,8832017Revenue 2018: $80,897Expenses 2018: $112,139Net Income 2018: -$31,2422018Revenue 2019: $99,547Expenses 2019: $122,307Net Income 2019: -$22,7602019Revenue 2020: $83,099Expenses 2020: $99,692Net Income 2020: -$16,5932020Revenue 2021: $370,070Expenses 2021: $105,998Net Income 2021: $264,0722021Revenue 2022: $50,880Expenses 2022: $101,822Net Income 2022: -$50,9422022Revenue 2023: $40,073Expenses 2023: $103,400Net Income 2023: -$63,3272023Revenue 2024: $114,345Expenses 2024: $104,513Net Income 2024: $9,8322024

Highlighted filing

2015

Revenue$151,832
Expenses$122,734
Net Income$29,098
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACK W SPENCERPresident/Di-$0--
DEANNA JUNE SPENCERVP/Director-$0--
CHARLOTTE SPENCER STACYSecretary/Di-$0--
ANDREW M SPENCERTreasurer/Di-$0--
Filing and Contact Details

Filer

Filer Name
Spencer Charitable Foundation
EIN
74-2900267
Phone
3618827001
Address
1001 REDBUD TRAIL, WEST LAKE HILLS, TX 78746

Signing Officer

Name
Jack W Spencer
Title
President/director
Phone
3618827001
Signed
2016-11-11

Preparer

Firm
Fancher & Company
Address
600 LEOPARD ST STE 2000, CORPUS CHRISTI, TX 78401-0462
Preparer
Robert C Fancher CPA
Phone
3618827001
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt783984
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt793594
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC. CLA COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BAXTER INT'L INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BECTON DICKINSON & CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BIOGEN IDEC INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CELGENE CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CHIPOTLE MEXICAN GRILL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CISCO SYSTEM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CORNING INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DOLLAR GENERAL CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41EBAY INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42EMC CORP MASSACHUSETTS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44ERICSSON AMERICAN DEPOSITARY SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46FEDEX CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47FNF GROUP TRACKING STOCK
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49GENERAL ELECTRIC CO.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51GOOGLE INCORPORATED CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HALIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HARDING LOEVNER MKTS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HARDING LOEVNER INT'L EQ FD INSTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59INVESCO DEV MARKETS FUND INSTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68LAZARD LTD CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87RIO TINTO PLC SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SALESFORCE.COM INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94T ROWE PRICE INTL DISCOVERY FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95T ROWE PRICE MID-CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TIME WARNER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TOTAL SA SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TWENTY-FIRST CENTURY FOX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101UNITED CONTINENTAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102VALERO ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VAN ECK GLOBAL HARD ASSETS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107VIRTUS SMALL-CAP CORE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108VISA INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109WASTE CONNECTIONS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111WHIRLPOOL
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IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07911
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt095000
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt015000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt015000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0663349
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt025191
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt025191
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt095005
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt020368
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt022
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt022
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0122734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt048102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0151832
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.70$0.01$1.69$0.11$0.10$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.04$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.05$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.37$0.11$0.26
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.00$1.53$0.08$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.10$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.08$0.11$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.14$0.11$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.15$0.12$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.10$0.11$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.15$0.10$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.09
2011Summary only. Only limited summary data is available for this year.$1.50$0.00$0.10$0.09$0.01