The Stephan and Barbara Spiva Foundation

990PF • Fiscal year 2019 • EIN 77-0529631

Jan 01, 2019 to Dec 31, 2019 • Filed on May 11, 2020

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.

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

-37%

Higher net margin than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

$30,000

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

-2.7%

Faster asset growth than 27% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

-39%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet

Liabilities / Assets29th percentile

Assets

Down

$2,152,563

Down $58,926 (-2.7%) from 2018

Net Assets

Down

$2,152,563

Down $58,926 (-2.7%) from 2018

Liabilities

Flat

Flat from 2018

Revenue And Expenses

Liabilities / Revenue29th percentile Net Margin13th percentile

Revenue

Down

$158,446

Down $101,188 (-39%) from 2018

Expenses

Down

$217,372

Down $57,951 (-21%) from 2018

Net Income

Down

-$58,926

Down $43,237 (-276%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

Highlighted filing

2019

Assets$2,152,563

Liabilities$0

Net Assets$2,152,563

Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

Highlighted filing

2019

Revenue$158,446

Expenses$217,372

Net Income-$58,926

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: May 11, 2020
Return Version: 2019v5.0

Compensation and Service Providers

Top Officer Pay53rd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STEPHAN SPIVA	Trustee	PT	$30,000	-	$30,000
BARBARA SPIVA	Trustee	PT	$30,000	-	$30,000
JACOB M WALLACE	Trustee	PT	$30,000	-	$30,000

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: 2020-05-11
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: 7149734750

Raw XML Appendix306 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	3	CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	Trustee
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	92075
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CHARITABLE PURPOSES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	1	MS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	2	SAN DIEGO ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm	3	FOOD BANK OF SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	SAN DIEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	92104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	92124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	92124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	92124
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	90000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	105224
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	195224
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	90000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	105224
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	90000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	90000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	195224
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	105224
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FED TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	3	FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	4	MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	5	PRIOR YEAR FED TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	6	STATE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	28428
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	63
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	2	2172
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	3	447
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	4	6000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	5	227
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	6	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	28428
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	63
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	2172
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	3	447
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	4	6000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	5	227
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	6	35
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHAN SPIVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	STEPHAN & BARBARA SPIVA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	STEP
ReturnHeader/Filer/EIN	0	770529631
ReturnHeader/Filer/PhoneNum	0	8584610056
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	535 N CEDROS AVENUE
ReturnHeader/Filer/USAddress/CityNm	0	SOLANA BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	92075
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	330767946
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Rountree Consulting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	300 S El Camino Real Suite 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	San Clemente
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	92672
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7149734750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	MICHAEL D ROUNTREE CPA MBT
ReturnHeader/ReturnTs	0	2020-05-11T21:20:31-07:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,152,563
Liabilities: $0
Net assets: $2,152,563
Revenue: $158,446
Expenses: $217,372
Net income: -$58,926

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2019Detailed filing. Detailed filing data is available for this year.	$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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