Civic Intelligence

Stephanie H and David a Spina Family Foundation

990PF • Fiscal year 2023 • EIN 20-2017017

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

5th percentile

-166%

Higher net margin than 5% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

6th percentile

-21%

Faster asset growth than 6% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-21%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,896,903

Down $1,055,274 (-21%) from 2022

Net Assets

Down

$3,896,903

Down $1,055,274 (-21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin5th percentile

Revenue

Down

$635,342

Down $172,595 (-21%) from 2022

Expenses

Down

$1,690,616

Down $568,214 (-25%) from 2022

Net Income

Up

-$1,055,274

Up $395,619 (+27%) from 2022

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

2023

Assets$3,896,903
Liabilities$0
Net Assets$3,896,903
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$635,342
Expenses$1,690,616
Net Income-$1,055,274
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
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
2024-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Raphael and Raphael Llp
Address
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116
Preparer
Brian J Carney
Phone
6172101200
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12032017
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12136664
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12215745
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1237649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12422839
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/StockNm3VANGUARD FTSE DEVELOPED MKTS CMN ETF (VEA)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4ADVANCED MICRO DEVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5ALPHABET INC. CMN CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6APPLIED MATERIALS INC CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7AUTOZONE, INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8AVANTOR FUNDING, INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BERKSHIRE HATHAWAY INC. CLASS B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BOOKING HOLDINGS INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11BRISTOL-MYERS SQUIBB COMPANY CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12CATERPILLAR INC (DELAWARE) CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13CENTENE CORPORATION CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14CENTERPOINT ENERGY, INC CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHARLES SCHWAB CORPORATION CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CIGNA CORP CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18CONOCOPHILLIPS CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DEERE & COMPANY CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20DOVER CORPORATION CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21DUPONT DE NEMOURS INC CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22FIRSTENERGY CORP. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23FLEETCOR TECHNOLOGIES, INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24FORTIVE CORPORATION CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25GENERAL DYNAMICS CORP. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26GLOBAL PAYMENTS INC. CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27HALLIBURTON COMPANY CMN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28HOWMET AEROSPACE INC. CMN

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,896,903
Liabilities
$0
Net assets
$3,896,903
Revenue
$635,342
Expenses
$1,690,616
Net income
-$1,055,274
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