Civic Intelligence

Spencer Charitable Foundation

990PF • Fiscal year 2017 • EIN 74-2900267

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization Profile
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

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

48th percentile

2.0%

Faster asset growth than 48% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

73%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,600,720

Up $31,684 (+2.0%) from 2016

Net Assets

Up

$1,599,720

Up $31,684 (+2.0%) from 2016

Liabilities

Flat

$1,000

Flat from 2016

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin77th percentile

Revenue

Up

$144,305

Up $61,100 (+73%) from 2016

Expenses

Up

$112,422

Up $10,525 (+10%) from 2016

Net Income

Up

$31,883

Up $50,575 (+271%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

2017

Assets$1,600,720
Liabilities$1,000
Net Assets$1,599,720
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

2017

Revenue$144,305
Expenses$112,422
Net Income$31,883
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer PayScore unavailable

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
2018-11-08

Preparer

Firm
Fancher & Company
Address
606 N CARANCAHUA ST STE 1500, CORPUS CHRISTI, TX 78401-0686
Preparer
Robert C Fancher CPA
Phone
3618827001
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Filings

Displayed year

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

Open filing
Assets
$1,600,720
Liabilities
$1,000
Net assets
$1,599,720
Revenue
$144,305
Expenses
$112,422
Net income
$31,883
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
2017Detailed filing. Detailed filing data is available for this year.$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