The Spence Foundation

990PF • Fiscal year 2014 • EIN 75-2740118

Nov 01, 2013 to Oct 31, 2014 • Filed on Nov 17, 2014

Organization Profile

813 First Place75702

(903) 561-5859

Siviq Scores

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

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

-6.8%

Higher net margin than 26% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

-0.3%

Faster asset growth than 40% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

63%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets30th percentile

Assets

Down

$2,141,059

Down $6,652 (-0.3%) from 2013

Net Assets

$2,140,498

No earlier filing loaded for comparison.

Liabilities

Flat

$561

Flat from 2013

Revenue And Expenses

Liabilities / Revenue33rd percentile Net Margin26th percentile

Revenue

$97,715

Up $37,873 (+63%) from 2013

Expenses

$104,367

Up $5,700 (+5.8%) from 2013

Net Income

-$6,652

Up $32,173 (+83%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

Highlighted filing

2014

Assets$2,141,059

Liabilities$561

Net Assets$2,140,498

Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

Highlighted filing

2014

Revenue$97,715

Expenses$104,367

Net Income-$6,652

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2013 to Oct 31, 2014
Signed: Nov 17, 2014
Return Version: 2013v4.0

Compensation and Service Providers

Top Officer Pay41st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Mary John Spence	President	-	$0	-	-
Ralph Spence Jr	Sec/Treas	-	$0	-	-
Judy Spence Tate	Director	-	$0	-	-
Louise Spence Griffeth	Director	-	$0	-	-

Filing and Contact Details

Filer

EIN: 75-2740118
Phone: 9035615859

Signing Officer

Name: Ralph Spence Jr
Title: Sec/Treas
Signed: 2014-11-17
Discuss with paid preparer: Yes

Preparer

Preparer: Robert Bailes
Phone: 9035615859

Raw XML Appendix282 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	5	1413083
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	4,000 Select Sector SPDR Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	1	10,930.53 American Funds Money Market
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	2	32827.079 Bond Fund of America
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	6810.351 Capital Income Builder Fund
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	Mary John Spence
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	Ralph Spence Jr
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	3	Louise Spence Griffeth
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	Sec/Treas
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	100000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	145642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	45642
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	521058
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	45642
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	475416
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	475416
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	100000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	475416
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	521058
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank Charges
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	15
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	25002
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt	0	561
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc	0	Other Liability
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt	0	561
TaxesSchedule/TaxesDetail/Amt	0	1252
TaxesSchedule/TaxesDetail/CategoryTxt	0	Excise tax
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	Ralph Spence Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Sec/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	The Spence Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	SPEN
ReturnHeader/Filer/EIN	0	752740118
ReturnHeader/Filer/PhoneNum	0	9035615859
ReturnHeader/Filer/USAddress/AddressLine1	0	813 First Place
ReturnHeader/Filer/USAddress/City	0	Tyler
ReturnHeader/Filer/USAddress/State	0	TX
ReturnHeader/Filer/USAddress/ZIPCode	0	75702
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Bailes & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	1357 Dominion Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Tyler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	757031013
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9035615859
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	Robert Bailes
ReturnHeader/ReturnTs	0	2015-03-10T06:31:47-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2013-11-01
ReturnHeader/TaxPeriodEndDt	0	2014-10-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,141,059
Liabilities: $561
Net assets: $2,140,498
Revenue: $97,715
Expenses: $104,367
Net income: -$6,652

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2019Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.00	$1.77	$1.77
2018Detailed filing. Detailed filing data is available for this year.	$1.77	$0.00	$1.77	$0.72	$0.35	$0.36
2017Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$0.02	$0.50	$0.48
2016Detailed filing. Detailed filing data is available for this year.	$1.90	$0.00	$1.89	$0.74	$1.11	$0.37
2015Detailed filing. Detailed filing data is available for this year.	$2.27	$0.00	$2.27	$0.14	$0.00	$0.13
2014Detailed filing. Detailed filing data is available for this year.	$2.14	$0.00	$2.14	$0.10	$0.10	$0.01
2013Summary only. Only limited summary data is available for this year.	$2.15	$0.00		$0.06	$0.10	$0.04
2012Summary only. Only limited summary data is available for this year.	$2.19	$0.00		$0.03	$0.67	$0.64
2011Summary only. Only limited summary data is available for this year.	$2.83	$0.00		$0.07	$0.08	$0.01