This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $21,678,293 | $20,571,061 | $187,565 | $22,200,138 | $6,662,686 |
| FY2023 | 990 | $18,564,344 | $19,010,375 | $254,502 | $21,948,496 | $5,213,336 |
| FY2022 | 990 | $15,141,629 | $16,811,932 | $51,468 | $20,248,710 | $4,577,721 |
| FY2021 | 990 | $12,268,578 | $13,297,467 | $2,300 | $15,569,864 | $9,349,984 |
| FY2020 | 990 | $13,849,943 | $13,462,192 | $11,000 | $16,803,263 | $10,626,480 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SPENCER EDUCATIONAL FOUNDATION INCNEW YORK, NY | RIMS MANAGEMENT CHALLENGE AND GALA SPONSORSHIP | $107,881 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Arick | PRESIDENT | 5.00 | $0 |
| Kristen Peed | VICE PRESIDENT | 5.00 | $0 |
| Kevin Bates | TREASURER | 5.00 | $0 |
| Manuel Padilla | SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| SPENCER EDUCATIONAL FOUNDATIONNEW YORK, NY |
| GRANT AND SPONSORSHIP |
| $30,000 |
| 2022 |
| AMERICAN RISK & INSURANCE ASSOC INCMINNEAPOLIS, MN | HIGHER EDUCATION DONATION | $15,500 | 2024 |
| PCMA FOUNDATIONCHICAGO, IL | PCMA FOUNDATION DONATION | $8,000 | 2024 |
| Insurance Industry Charitable Foundationlos angeles, CA | board | $6,000 | 2020 |
| 5.00 |
| $0 |
| Ann Barry | DIRECTOR | 3.00 | $0 |
| Penni Chambers | DIRECTOR | 3.00 | $0 |
| John Kline | DIRECTOR | 3.00 | $0 |
| William Lehman | DIRECTOR | 3.00 | $0 |
| Tamieka Weeks | DIRECTOR | 3.00 | $0 |
| Christie Weinstein | DIRECTOR | 3.00 | $0 |
| Robert Zhang | DIRECTOR | 3.00 | $0 |
| Jennifer Santiago | DIRECTOR | 3.00 | $0 |
| Christy Kauffman | DIRECTOR | 3.00 | $0 |
| Gary Labranche | CHIEF EXECUTIVE OFFICER | 34.75 | $550,440 |
| Katherine Gledhill | CHIEF FINANCIAL OFFICER | 34.75 | $240,090 |
| Mark Prysock | GENERAL COUNSEL | 34.75 | $271,360 |
| Annette Homan | CHIEF OPERATING OFFICER | 34.75 | $259,579 |
| Michael Peters | CHIEF TECHNOLOGY OFFICER | 35.00 | $254,705 |
| Stuart Ruff-Lyon | CHIEF SALES & EVENTS OFFICER | 35.00 | $230,175 |
| Leslie Whittet | CHIEF MEMBER EXPERIENCE OFFICER | 35.00 | $202,665 |
| Denise Teresa Osorio | VP-PROFESSIONAL DEVELOPMENT | 35.00 | $200,957 |
| Bereket Haile | CONTROLLER | 35.00 | $161,269 |
| Rohit Palrecha | SENIOR DATA ANALYTICS MANAGER | 35.00 | $161,397 |
| Scott Baldridge | SYSTEMS ENGINEER MANAGER | 35.00 | $161,184 |
| Richard Ofosu | DIRECTOR OF SALES | 35.00 | $157,931 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.