Assist with nonmedical needs of critically or chronically ill children and their families throughout the midsouth

501(c)(3) charity; gifts are tax-deductible.
71¢ of each $1 spent went to programs.
Run by 5 volunteers and 2 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $124K a year · 17% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
71%
of spending
Fine: 71% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$46K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
6 mo
of spending, in cash
Plus $1.4M in investments, Pt X · Ln 11–13
Looks good: 5.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$183K
9% of total assets
Looks good: liabilities are 9% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$581K
-34% vs prior year
Spent
$540K
To programs
71%
Net assets
$1.8M
By yearFY2020–FY2025
Revenue
$581K
FY2025▼ -34%
Tap a bar for its year
Revenue by fiscal year
FY2020$520K
FY2021$830K
FY2022$575K
FY2023$895K
FY2024$879K
FY2025$581K
Expenses
$540K
FY2025▼ -23%
Tap a bar for its year
Expenses by fiscal year
FY2020$440K
FY2021$462K
FY2022$602K
FY2023$792K
FY2024$704K
FY2025$540K
Net assets
$1.8M
FY2025▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$1.4M
FY2022$1.4M
FY2023$1.5M
FY2024$1.7M
FY2025$1.8M

From the FY2025 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2010.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

71 cents of each dollar spent went to programs.

Program services 71% · $385K Management & general 22% · $121K Fundraising 6% · $34K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990; $46K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$46,102Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Brittany Spence’s $46K as Executive Director is at the 34th percentile of top reported officer pay among 2167 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2020
Brittany Spence$46,102$40,000$37,080

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Forrest Spence Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Helps critically ill children and their families with nonmedical needs in the MidSouth.

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Provided by the organization

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1 program · $385K · in their own filed words · FY2025
01

Assist with nonmedical needs of critically or chronically ill children and their families throughout the midsouth

$385Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$2K
Grants paid · 7 grants · $1.4M · 2020–2025
Unitemized GrantFY2025$267,366
Unitemized GrantFY2024$273,573
Unitemized GrantFY2023$290,931
Unitemized GrantFY2022$143,317
GrantsFY2022$136,491
Unitemized GrantFY2020$126,400
Unitemized GrantFY2020$126,400

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$581K
Ln 12
Gifts and grantsLn 1h$558K
Investment incomeLn 3$34K
Money outPt IX
$540K
Ln 25
Programscol B$385K
Managementcol C$121K
Fundraisingcol D$34K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$263K
Total assetsLn 16$2.0M
LiabilitiesLn 26$183K
PeoplePt VI, VII
6
listed · VII A
PaidVII A1
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$558K
Noncash giftsLn 1g$46K
Fundraising eventsLn 1c$224K
Investment incomeLn 3$34K
Gains on assetsLn 7$957
Total revenueLn 12$581K
Assets in detailPt X, end of year
CashLn 1$263K
Cash and savings togetherLn 1–2$263K
InvestmentsLn 11–13$1.4M
Land, buildings, equipmentLn 10c$345K
Total assetsLn 16$2.0M
LiabilitiesLn 26$183K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 52
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$227K$263K
InvestmentsLn 11–13$1.3M$1.4M
Land, buildings, equipmentLn 10c$352K$345K
Total assetsLn 16$1.9M$2.0M
LiabilitiesLn 26$193K$183K
Net assetsLn 32$1.7M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$267K$267K
Pay of current officers, directors and key staffLn 5$46K$46K
Pay of disqualified personsLn 6$83K$54K$29K
Accounting feesLn 11c$37K$37K
Investment management feesLn 11f$8K$8K
Office expensesLn 13$4K$4K
OccupancyLn 16$13K$13K
InterestLn 20$10K$10K
Depreciation, depletion and amortizationLn 22$7K$7K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$54K$18K$3K$34K
All other expensesLn 24e$338$129$209
Total functional expensesLn 25$540K$385K$121K$34K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $581K$540K$41K$1.8M 990 PDF
FY2024 $879K$704K$175K$1.7M 990 PDF
FY2023 $895K$792K$103K$1.5M 990 PDF
FY2022 $575K$602K−$27K$1.4M 990 PDF
FY2021 $830K$462K$368K$1.4M 990 PDF
FY2020 $520K$440K$81K$1.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $580,935 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $762,424$558,131
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $116,441$33,870
I-11 Other revenuePrior year $0−$11,066
I-12 Total revenuePrior year $878,865$580,935
I-13 Grants and similar amounts paidPrior year $273,753$267,366
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $138,353$128,957
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $291,967$143,192
I-18 Total expensesPrior year $704,073$539,515
I-19 Revenue less expensesPrior year $174,792$41,420
Part VI · Governance 5 of 5 board members independent, 5 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $580,935 across 9 lines filed
VIII-1a Federated campaigns$288,734
VIII-1c Fundraising events$223,669
VIII-1f All other contributions, gifts and grants$45,728
VIII-1g Noncash contributions (included above)$45,728
VIII-1h Total contributions, gifts and grants$558,131
VIII-3 Investment incomeRelated to mission $32,913$32,913
VIII-7 Net gain or loss on sales of assetsRelated to mission $957$957
VIII-8 Net income from fundraising eventsExcluded from tax −$11,066−$11,066
VIII-12 Total revenueRelated to mission $33,870 · Unrelated business $0 · Excluded from tax −$11,066$580,935
Part IX · Statement of functional expenses $539,515 across 12 lines filed
IX-2 Grants to domestic individualsPrograms $267,366$267,366
IX-5 Pay of current officers, directors and key staffPrograms $46,102$46,102
IX-6 Pay of disqualified personsPrograms $53,876 · Management $28,979$82,855
IX-11c Accounting feesManagement $36,968$36,968
IX-11f Investment management feesManagement $7,760$7,760
IX-13 Office expensesManagement $3,509$3,509
IX-16 OccupancyManagement $13,142$13,142
IX-20 InterestManagement $9,741$9,741
IX-22 Depreciation, depletion and amortizationManagement $7,213$7,213
IX-23 InsuranceManagement $10,680$10,680
IX-24 Other expenses (24a–d)Programs $17,588 · Management $2,505 · Fundraising $33,748$53,841
IX-24e All other expensesPrograms $129 · Management $209$338
IX-25 Total functional expensesPrograms $385,061 · Management $120,706 · Fundraising $33,748$539,515
Part X · Balance sheet $2,026,518 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $226,556$262,788
X-4 Accounts receivableStart of year $7,094$0
X-9 Prepaid expenses and deferred chargesStart of year $7,498$1,862
X-10c Land, buildings and equipment, netStart of year $352,247$345,036
X-11 Publicly traded securitiesStart of year $1,295,278$1,416,832
X-16 Total assetsStart of year $1,888,673$2,026,518
X-17 Accounts payable and accrued expensesStart of year $27,458$17,684
X-25 Other liabilitiesStart of year $165,521$165,646
X-26 Total liabilitiesStart of year $192,979$183,330
X-27 Net assets without donor restrictionsStart of year $1,378,515$1,599,488
X-28 Net assets with donor restrictionsStart of year $317,179$243,700
X-32 Total net assets or fund balancesStart of year $1,695,694$1,843,188
X-33 Total liabilities and net assetsStart of year $1,888,673$2,026,518
Part XI · Reconciliation of net assets $1,843,188 net assets at year end
XI-1 Total revenue$580,935
XI-2 Total expenses$539,515
XI-3 Revenue less expenses$41,420
XI-4 Net assets at start of year$1,695,694
XI-5 Net unrealized gains (losses) on investments$106,074
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,843,188

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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