Civic Intelligence

Spence Family Foundation

990PF • Fiscal year 2020 • EIN 81-0840450

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

Organization Profile
190 Olive Branch CtBenicia, CA 94510

(503) 738-9543

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

30th percentile

-11%

Higher net margin than 30% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$207,330

Up $28,932 (+16%) from 2019

Net Assets

Up

$207,330

Up $28,932 (+16%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin30th percentile

Revenue

Up

$19,563

Up $5,845 (+43%) from 2019

Expenses

Up

$21,783

Up $11,344 (+109%) from 2019

Net Income

Down

-$2,220

Down $5,499 (-168%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$300K$200K$100K$0Assets 2019: $178,398Liabilities 2019: $0Net Assets 2019: $178,3982019Assets 2020: $207,330Liabilities 2020: $0Net Assets 2020: $207,3302020Assets 2021: $192,361Liabilities 2021: $0Net Assets 2021: $192,3612021Assets 2022: $185,193Liabilities 2022: $0Net Assets 2022: $185,1932022Assets 2023: $202,167Liabilities 2023: $0Net Assets 2023: $202,1672023Assets 2024: $199,261Liabilities 2024: $0Net Assets 2024: $199,2612024

Highlighted filing

2020

Assets$207,330
Liabilities$0
Net Assets$207,330
Open 2020 Filing

Operations Trend

Revenue Growth87th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $13,718Expenses 2019: $10,439Net Income 2019: $3,2792019Revenue 2020: $19,563Expenses 2020: $21,783Net Income 2020: -$2,2202020Revenue 2021: $23,858Expenses 2021: $1,187Net Income 2021: $22,6712021Revenue 2022: $31,359Expenses 2022: $4,122Net Income 2022: $27,2372022Revenue 2023: $41,179Expenses 2023: $17,224Net Income 2023: $23,9552023Revenue 2024: $13,950Expenses 2024: $14,007Net Income 2024: -$572024

Highlighted filing

2020

Revenue$19,563
Expenses$21,783
Net Income-$2,220
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jamie W SpencePresident-$0--
Jacqueline L SpenceSecretary-$0--
Sterling A SpenceVice President-$0--
David BoswellBoard Member-$0--
Charles House JrBoard Member-$0--
Franklin House MDBoard Member-$0--
William Maclean PABoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Spence Family Foundation
EIN
81-0840450
Address
190 Olive Branch Ct, Benicia, CA 94510

Signing Officer

Name
William J MacLean
Title
Officer
Phone
5037389543
Signed
2021-11-05
Discuss with paid preparer
Yes

Preparer

Firm
William J MacLean PA
Address
PO Box 54, Seaside, OR 97138
Preparer
William J MacLean
Phone
5037389543
Raw XML Appendix366 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jamie W Spence
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jacqueline L Spence
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Sterling A Spence
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3David Boswell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Charles House Jr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Franklin House MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6William Maclean PA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Board Member
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Board Member
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IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Jacque l Spence
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0190 Olive Branch Ct
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Benicia
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094510
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07077467828
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Canvasback Missions
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt018483
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Medical Evangelical
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Canvasback Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0940 Adams St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Benicia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094510
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt018483
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08174
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01868
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03370
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt018840
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013602
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01868
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03370
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt021776
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013602
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt018840
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05238
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jamie Spence
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0190 Olive Branch Ct
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Benicia
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd094510
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015154
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Bank Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Subscriptions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Office
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Misc
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4K1
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt27
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt379
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt466
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt379
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt466
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-26
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K1
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-508
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0482
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01771
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Advisor Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01771
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0122
TaxesSchedule/TaxesDetail/CategoryTxt0Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0122
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William J MacLean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05037389543
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Spence Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SPEN
ReturnHeader/Filer/EIN0810840450
ReturnHeader/Filer/USAddress/AddressLine1Txt0190 Olive Branch Ct
ReturnHeader/Filer/USAddress/CityNm0Benicia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094510
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0William J MacLean PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 54
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Seaside
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097138
ReturnHeader/PreparerPersonGrp/PhoneNum05037389543
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William J MacLean
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-09T17:06:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0William
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MacLean
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$207,330
Liabilities
$0
Net assets
$207,330
Revenue
$19,563
Expenses
$21,783
Net income
-$2,220
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.14$0.14$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.41$0.17$0.24
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.31$0.04$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.24$0.01$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.20$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.14$0.10$0.03