Civic Intelligence

Stephanie H and David a Spina Family Foundation

990PF • Fiscal year 2022 • EIN 20-2017017

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
2 Webster LaneWayland, MA 01778

(508) 330-4566

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-180%

Higher net margin than 5% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

6th percentile

-23%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-26%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,952,177

Down $1,450,893 (-23%) from 2021

Net Assets

Down

$4,952,177

Down $1,450,893 (-23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$807,937

Down $286,177 (-26%) from 2021

Expenses

Up

$2,258,830

Up $536,522 (+31%) from 2021

Net Income

Down

-$1,450,893

Down $822,699 (-131%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$10M$5.0M$0Assets 2010: $8,365,867Liabilities 2010: $0Net Assets 2010: $8,365,8672010Assets 2011: $8,128,650Liabilities 2011: $02011Assets 2012: $8,097,479Liabilities 2012: $02012Assets 2013: $7,889,620Liabilities 2013: $02013Assets 2014: $7,802,990Liabilities 2014: $02014Assets 2015: $8,468,750Liabilities 2015: $02015Assets 2016: $8,711,467Liabilities 2016: $0Net Assets 2016: $8,711,4672016Assets 2017: $8,343,843Liabilities 2017: $0Net Assets 2017: $8,343,8432017Assets 2018: $8,430,921Liabilities 2018: $0Net Assets 2018: $8,430,9212018Assets 2019: $8,053,454Liabilities 2019: $0Net Assets 2019: $8,053,4542019Assets 2020: $7,031,264Liabilities 2020: $0Net Assets 2020: $7,031,2642020Assets 2021: $6,403,070Liabilities 2021: $0Net Assets 2021: $6,403,0702021Assets 2022: $4,952,177Liabilities 2022: $0Net Assets 2022: $4,952,1772022Assets 2023: $3,896,903Liabilities 2023: $0Net Assets 2023: $3,896,9032023Assets 2024: $3,203,097Liabilities 2024: $0Net Assets 2024: $3,203,0972024

Highlighted filing

2022

Assets$4,952,177
Liabilities$0
Net Assets$4,952,177
Open 2022 Filing

Operations Trend

Revenue Growth22nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $485,3362010Revenue 2011: $318,757Expenses 2011: $555,974Net Income 2011: -$237,2172011Revenue 2012: $483,209Expenses 2012: $514,380Net Income 2012: -$31,1712012Revenue 2013: $468,430Expenses 2013: $676,289Net Income 2013: -$207,8592013Revenue 2014: $631,090Expenses 2014: $717,720Net Income 2014: -$86,6302014Revenue 2015: $1,390,337Expenses 2015: $724,577Net Income 2015: $665,7602015Revenue 2016: $912,969Expenses 2016: $670,252Net Income 2016: $242,7172016Revenue 2017: $408,508Expenses 2017: $776,132Net Income 2017: -$367,6242017Revenue 2018: $925,861Expenses 2018: $838,783Net Income 2018: $87,0782018Revenue 2019: $574,783Expenses 2019: $952,250Net Income 2019: -$377,4672019Revenue 2020: $330,492Expenses 2020: $1,352,682Net Income 2020: -$1,022,1902020Revenue 2021: $1,094,114Expenses 2021: $1,722,308Net Income 2021: -$628,1942021Revenue 2022: $807,937Expenses 2022: $2,258,830Net Income 2022: -$1,450,8932022Revenue 2023: $635,342Expenses 2023: $1,690,616Net Income 2023: -$1,055,2742023Revenue 2024: $1,044,169Expenses 2024: $1,737,975Net Income 2024: -$693,8062024

Highlighted filing

2022

Revenue$807,937
Expenses$2,258,830
Net Income-$1,450,893
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID A SPINATrustee-$0--
STEPHANIE H SPINATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephanie H & David a Spina
EIN
20-2017017
Phone
5083304566
Address
2 WEBSTER LANE, WAYLAND, MA 01778

Signing Officer

Name
David Spina
Title
Trustee
Phone
5083304566
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael Llp
Address
52 CHURCH STREET, BOSTON, MA 02116
Preparer
Brian J Carney
Phone
6172101200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11619897
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0S&P BANK INDEX FUND (SPDR) SPDR S&P BANK ETF (KBE)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1S&P 500 INDEX FUND (SPDR) SPDR S&P 500 ETF TRUST (SPY)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2TORONTO DOMINION BANK LINKED TO S&P 500 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3THE BANK OF NOVA SCOTIA LNKD TO RUSSELL 2000 VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4UBS AG LINKED TO S&P 500 INDEX UPSIDE LEVERED CAPPED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5NATIONAL BANK OF CANADA-NEW YO LINKED TO RUSSELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6JPMORGAN CHASE & CO. LINKED TO S&P 500 INDEX UPSIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BNP PARIBAS LINKED TO S&P 500 INDEX UPSIDE LEVERED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8NATIONAL BANK OF CANADA-NEW YO LINKED TO S&P 500
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD FTSE DEVELOPED MKTS CMN ETF (VEA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10JPMORGAN CHASE & CO. LINKED TO BASKET OF INDICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CITIGROUP INC. LINKED TO EUROSTOX BANK INDEX
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12ABBVIE INC CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ACTIVISION BLIZZARD, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ADVANCED MICRO DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15ALLSTATE CORPORATION COMMON STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16ALPHABET INC. CMN CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17AMERISOURCEBERGEN CORPORATION CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18APPLIED MATERIALS INC CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19AUTOZONE, INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20AVANTOR FUNDING, INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21AXALTA COATING SYSTEMS LTD. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22BANK OF AMERICA CORP CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23BERKSHIRE HATHAWAY INC. CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24BOOKING HOLDINGS INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25BRISTOL-MYERS SQUIBB COMPANY CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26CAPITAL ONE FINANCIAL CORP CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27CATERPILLAR INC (DELAWARE) CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CENTENE CORPORATION CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CENTERPOINT ENERGY, INC CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CHARLES SCHWAB CORPORATION CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CIGNA CORP CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32CISCO SYSTEMS, INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CONOCOPHILLIPS CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35CVS HEALTH CORP CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DEERE & COMPANY CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DEVON ENERGY CORPORATION (NEW) CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38DOVER CORPORATION CMN

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,952,177
Liabilities
$0
Net assets
$4,952,177
Revenue
$807,937
Expenses
$2,258,830
Net income
-$1,450,893
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$1.04$1.74$0.69
2023Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.64$1.69$1.06
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.81$2.26$1.45
2021Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$1.09$1.72$0.63
2020Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.33$1.35$1.02
2019Detailed filing. Detailed filing data is available for this year.$8.05$0.00$8.05$0.57$0.95$0.38
2018Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.93$0.84$0.09
2017Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$0.41$0.78$0.37
2016Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.91$0.67$0.24
2015Summary only. Only limited summary data is available for this year.$8.47$0.00$1.39$0.72$0.67
2014Summary only. Only limited summary data is available for this year.$7.80$0.00$0.63$0.72$0.09
2013Summary only. Only limited summary data is available for this year.$7.89$0.00$0.47$0.68$0.21
2012Summary only. Only limited summary data is available for this year.$8.10$0.00$0.48$0.51$0.03
2011Summary only. Only limited summary data is available for this year.$8.13$0.00$0.32$0.56$0.24
2010Detailed filing. Detailed filing data is available for this year.$8.37$0.00$8.37$0.49