Civic Intelligence

The William H Spence and Denise a Spence Foundation

EIN 85-6768944 • Bethlehem, PA

1746 Hawthorne RdBethlehem, PA 18015
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

41st percentile

$55,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

89th percentile

34%

Faster asset growth than 89% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

281%

Faster revenue growth than 95% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,324,389

Up $1,348,293 (+34%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$5,324,389

Up $1,348,293 (+34%) from 2023

Revenue

Up

$1,672,107

Up $1,233,747 (+281%) from 2023

Expenses

Down

$323,814

Down $111,872 (-26%) from 2023

Net Income

Up

$1,348,293

Up $1,345,619 (+50322%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2020: $4,006,994Liabilities 2020: $1Net Assets 2020: $4,006,9942020Assets 2021: $4,399,074Liabilities 2021: $295,262Net Assets 2021: $4,103,8122021Assets 2022: $4,284,560Liabilities 2022: $311,138Net Assets 2022: $3,973,4222022Assets 2023: $3,976,096Liabilities 2023: $1Net Assets 2023: $3,976,0962023Assets 2024: $5,324,389Liabilities 2024: $0Net Assets 2024: $5,324,3892024

Highlighted filing

2024

Assets$5,324,389
Liabilities$0
Net Assets$5,324,389

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $4,006,994Expenses 2020: $0Net Income 2020: $4,006,9942020Revenue 2021: $406,319Expenses 2021: $309,501Net Income 2021: $96,8182021Revenue 2022: $289,678Expenses 2022: $420,068Net Income 2022: -$130,3902022Revenue 2023: $438,360Expenses 2023: $435,686Net Income 2023: $2,6742023Revenue 2024: $1,672,107Expenses 2024: $323,814Net Income 2024: $1,348,2932024

Highlighted filing

2024

Revenue$1,672,107
Expenses$323,814
Net Income$1,348,293

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RACHEL LEAH SPENCETrusteePT$55,000-$55,000
WILLIAM H SPENCETrustee-$0--
DENISE A SPENCETrustee-$0--
Filing and Contact Details

Filer

Filer Name
The William H Spence and Denise a Spence
EIN
85-6768944
Phone
6104636838
Address
1746 HAWTHORNE RD, BETHLEHEM, PA 18015

Signing Officer

Name
William H Spence
Title
Trustee
Phone
6104636838
Signed
2025-09-30

Preparer

Firm
Mycio Wealth Partners
Address
2929 WALNUT STREET SUITE 1200, PHILADELPHIA, PA 19104
Preparer
Robert Shaw
Phone
2672952280
Raw XML Appendix312 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/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0256250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0180355
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0180355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0238201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0206883
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt087479
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0635958
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0103395
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0238201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0206883
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt087479
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0283750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0103395
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0635958
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0532563
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03976096
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0SCHWAB ACCOUNT 6839-0054
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt05324389
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt04714391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08785
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08785
TaxesSchedule/TaxesDetail/Amt01779
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01779
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM H SPENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06104636838
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WILLIAM H SPENCE AND DENISE A SPENCE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0856768944
ReturnHeader/Filer/PhoneNum06104636838
ReturnHeader/Filer/USAddress/AddressLine1Txt01746 HAWTHORNE RD
ReturnHeader/Filer/USAddress/CityNm0BETHLEHEM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018015
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202611371
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MYCIO WEALTH PARTNERS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02929 WALNUT STREET SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019104
ReturnHeader/PreparerPersonGrp/PhoneNum02672952280
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT SHAW
ReturnHeader/ReturnTs02025-09-30T12:39:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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