Civic Intelligence

The Spence Foundation

990PF • Fiscal year 2019 • EIN 75-2740118

Nov 01, 2018 to Oct 31, 2019 • Filed on Jan 13, 2020

Organization Profile
3722 Old Bullard RoadTyler, TX 75701

(903) 561-5859

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

1st percentile

-61689%

Higher net margin than 1% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,774,775 (-100%) from 2018

Net Assets

Down

$0

Down $1,774,775 (-100%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin1st percentile

Revenue

Down

$2,865

Down $715,711 (-100%) from 2018

Expenses

Up

$1,770,269

Up $1,416,619 (+401%) from 2018

Net Income

Down

-$1,767,404

Down $2,132,330 (-584%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,826,806Liabilities 2011: $5612011Assets 2012: $2,186,536Liabilities 2012: $5612012Assets 2013: $2,147,711Liabilities 2013: $5612013Assets 2014: $2,141,059Liabilities 2014: $561Net Assets 2014: $2,140,4982014Assets 2015: $2,272,342Liabilities 2015: $0Net Assets 2015: $2,272,3422015Assets 2016: $1,895,362Liabilities 2016: $1,543Net Assets 2016: $1,893,8192016Assets 2017: $1,409,849Liabilities 2017: $0Net Assets 2017: $1,409,8492017Assets 2018: $1,774,775Liabilities 2018: $0Net Assets 2018: $1,774,7752018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth2nd percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $68,500Expenses 2011: $79,090Net Income 2011: -$10,5902011Revenue 2012: $33,675Expenses 2012: $673,945Net Income 2012: -$640,2702012Revenue 2013: $59,842Expenses 2013: $98,667Net Income 2013: -$38,8252013Revenue 2014: $97,715Expenses 2014: $104,367Net Income 2014: -$6,6522014Revenue 2015: $136,022Expenses 2015: $3,285Net Income 2015: $132,7372015Revenue 2016: $738,286Expenses 2016: $1,109,712Net Income 2016: -$371,4262016Revenue 2017: $22,907Expenses 2017: $503,557Net Income 2017: -$480,6502017Revenue 2018: $718,576Expenses 2018: $353,650Net Income 2018: $364,9262018Revenue 2019: $2,865Expenses 2019: $1,770,269Net Income 2019: -$1,767,4042019

Highlighted filing

2019

Revenue$2,865
Expenses$1,770,269
Net Income-$1,767,404
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Jan 13, 2020
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ralph Spence JrPresident-$0--
Judy Spence TateDirector-$0--
Louise Spence GriffethDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Spence Foundation
EIN
75-2740118
Phone
9035615859
Address
3722 Old Bullard Road, Tyler, TX 75701

Signing Officer

Name
Ralph Spence Jr
Title
President
Signed
2020-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Bailes & Co PC
Address
1357 Dominion Plaza, Tyler, TX 75703-1013
Preparer
Robert Bailes
Phone
9035615859
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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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Louise Spence Griffeth
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LiquidationExplanationStmt/ExplanationTxt0The Foundation was liquidated in April 2019 per Board decision. Approximately 48% of the foundation assets were donated to the Spence Family Foundation (ID# 04-3619122)and 52% of the foundation assets were donated to Fidelity Investments Charitable Gift Fund (ID# 11-0303001). Both recipients of the assets distributed from the foundation are 501(c)(3) charities.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0413
OtherDecreasesSchedule/OtherDecreasesDetail/Amt11258
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Federal Taxes on Net Investment Income
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Refund of Federal Taxes
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ralph Spence Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Spence Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SPEN
ReturnHeader/Filer/EIN0752740118
ReturnHeader/Filer/PhoneNum09035615859
ReturnHeader/Filer/USAddress/AddressLine1Txt03722 Old Bullard Road
ReturnHeader/Filer/USAddress/CityNm0Tyler
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752395068
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bailes & Co PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01357 Dominion Plaza
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tyler
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0757031013
ReturnHeader/PreparerPersonGrp/PhoneNum09035615859
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Robert Bailes
ReturnHeader/ReturnTs02020-01-13T11:58:53-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-11-01
ReturnHeader/TaxPeriodEndDt02019-10-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$2,865
Expenses
$1,770,269
Net income
-$1,767,404
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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