Civic Intelligence

The Stephan and Barbara Spiva Foundation

990PF • Fiscal year 2016 • EIN 77-0529631

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

Organization Profile
535 N Cedros AvenueSolana Beach, CA 92075

(858) 461-0056

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

12th percentile

-47%

Higher net margin than 12% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.4%

Faster asset growth than 39% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-66%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,135,020

Down $30,629 (-1.4%) from 2015

Net Assets

Down

$2,135,020

Down $30,629 (-1.4%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin12th percentile

Revenue

Down

$64,915

Down $125,266 (-66%) from 2015

Expenses

Down

$95,544

Down $48,002 (-33%) from 2015

Net Income

Down

-$30,629

Down $77,264 (-166%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,206,453Liabilities 2010: $0Net Assets 2010: $4,206,4532010Assets 2011: $4,158,306Liabilities 2011: $0Net Assets 2011: $4,158,3062011Assets 2012: $4,131,728Liabilities 2012: $02012Assets 2013: $2,046,413Liabilities 2013: $02013Assets 2014: $2,119,014Liabilities 2014: $0Net Assets 2014: $2,119,0142014Assets 2015: $2,165,649Liabilities 2015: $0Net Assets 2015: $2,165,6492015Assets 2016: $2,135,020Liabilities 2016: $0Net Assets 2016: $2,135,0202016Assets 2017: $2,227,178Liabilities 2017: $0Net Assets 2017: $2,227,1782017Assets 2018: $2,211,489Liabilities 2018: $0Net Assets 2018: $2,211,4892018Assets 2019: $2,152,563Liabilities 2019: $0Net Assets 2019: $2,152,5632019Assets 2020: $2,074,027Liabilities 2020: $0Net Assets 2020: $2,074,0272020Assets 2021: $2,247,161Liabilities 2021: $0Net Assets 2021: $2,247,1612021Assets 2022: $2,063,393Liabilities 2022: $0Net Assets 2022: $2,063,3932022Assets 2023: $1,652,052Liabilities 2023: $0Net Assets 2023: $1,652,0522023Assets 2024: $1,623,210Liabilities 2024: $0Net Assets 2024: $1,623,2102024

Highlighted filing

2016

Assets$2,135,020
Liabilities$0
Net Assets$2,135,020
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

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

$1.0M$0-$1.0M-$2.0M-$3.0MExpenses 2010: $331,5272010Expenses 2011: $197,4682011Revenue 2012: $159,137Expenses 2012: $185,715Net Income 2012: -$26,5782012Revenue 2013: -$1,779,399Expenses 2013: $305,916Net Income 2013: -$2,085,3152013Revenue 2014: $176,554Expenses 2014: $116,966Net Income 2014: $59,5882014Revenue 2015: $190,181Expenses 2015: $143,546Net Income 2015: $46,6352015Revenue 2016: $64,915Expenses 2016: $95,544Net Income 2016: -$30,6292016Revenue 2017: $241,478Expenses 2017: $149,320Net Income 2017: $92,1582017Revenue 2018: $259,634Expenses 2018: $275,323Net Income 2018: -$15,6892018Revenue 2019: $158,446Expenses 2019: $217,372Net Income 2019: -$58,9262019Revenue 2020: $118,066Expenses 2020: $201,450Net Income 2020: -$83,3842020Revenue 2021: $380,938Expenses 2021: $210,093Net Income 2021: $170,8452021Revenue 2022: $130,622Expenses 2022: $290,716Net Income 2022: -$160,0942022Revenue 2023: $69,121Expenses 2023: $255,671Net Income 2023: -$186,5502023Revenue 2024: $165,449Expenses 2024: $195,624Net Income 2024: -$30,1752024

Highlighted filing

2016

Revenue$64,915
Expenses$95,544
Net Income-$30,629
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHAN SPIVATrustee-$0--
BARBARA SPIVATrustee-$0--
JACOB M WALLACETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stephan & Barbara Spiva Foundation
EIN
77-0529631
Phone
8584610056
Address
535 N CEDROS AVENUE, SOLANA BEACH, CA 92075

Signing Officer

Name
Stephan Spiva
Title
Trustee
Signed
2017-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Rountree Consulting Inc
Address
300 S El Camino Real Suite 206, San Clemente, CA 92672
Preparer
Michael D Rountree CPA Mbt
Phone
9493663180
Raw XML Appendix337 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/GrantOrContributionPdDurYrGrp/RecipientPersonNm1AOG WEST POINT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2OPERATION THIN MINT - GIRL SCOUTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3SEMPER FI FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4FELLOWSHIP OF CHRISTIAN ATHLETES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5SAN DIEGO FOODBANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6TEE IT UP FOR THE TOTS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592001
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt062950
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt062950
IRS990PF/UndistributedIncomeGrp/Taxable2Amt049940
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0112890
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt027387
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt14500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CONSULTING FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt027387
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14500
TaxesSchedule/TaxesDetail/Amt0707
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0707
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHAN SPIVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STEPHAN & BARBARA SPIVA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STEP
ReturnHeader/Filer/EIN0770529631
ReturnHeader/Filer/PhoneNum08584610056
ReturnHeader/Filer/USAddress/AddressLine1Txt0535 N CEDROS AVENUE
ReturnHeader/Filer/USAddress/CityNm0SOLANA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rountree Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 S El Camino Real Suite 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092672
ReturnHeader/PreparerPersonGrp/PhoneNum09493663180
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D ROUNTREE CPA MBT
ReturnHeader/ReturnTs02017-04-10T09:50:36-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,135,020
Liabilities
$0
Net assets
$2,135,020
Revenue
$64,915
Expenses
$95,544
Net income
-$30,629
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.17$0.20$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$0.07$0.26$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.13$0.29$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.38$0.21$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.12$0.20$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.00$2.15$0.16$0.22$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.26$0.28$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.24$0.15$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.06$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.19$0.14$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.18$0.12$0.06
2013Summary only. Only limited summary data is available for this year.$2.05$0.00$1.78$0.31$2.09
2012Summary only. Only limited summary data is available for this year.$4.13$0.00$0.16$0.19$0.03
2011Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.20
2010Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.33