Civic Intelligence

The Stephan and Barbara Spiva Foundation

990PF • Fiscal year 2023 • EIN 77-0529631

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 19, 2024

Organization Profile
7878 Lusardi Creek LnSan Diego, CA 92127

(858) 461-0056

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

3rd percentile

-270%

Higher net margin than 3% 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

-20%

Faster asset growth than 6% of similar nonprofits.

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

Revenue Growth

9th percentile

-47%

Faster revenue growth than 9% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,652,052

Down $411,341 (-20%) from 2022

Net Assets

Down

$1,652,052

Down $411,341 (-20%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin3rd percentile

Revenue

Down

$69,121

Down $61,501 (-47%) from 2022

Expenses

Down

$255,671

Down $35,045 (-12%) from 2022

Net Income

Down

-$186,550

Down $26,456 (-17%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2023

Assets$1,652,052
Liabilities$0
Net Assets$1,652,052
Open 2023 Filing

Operations Trend

Revenue Growth9th 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

2023

Revenue$69,121
Expenses$255,671
Net Income-$186,550
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 19, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEPHAN SPIVATrusteePT$0--
BARBARA SPIVATrusteePT$0--
JACOB M WALLACETrusteePT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-DONATION-SAN DIEGO, CA, US$50,000
Paid Grant-DONATION-SAN DIEGO, CA, US$25,000
Paid Grant-DONATION-SAN DIEGO, CA, US$25,000
Paid Grant-DONATION-SAN DIEGO, CA, US$10,000
Paid Grant-DONATION-SAN DIEGO, CA, US$5,000
Paid Grant-DONATION-SAN DIEGO, CA, US$2,500
Filing and Contact Details

Filer

Filer Name
Stephan & Barbara Spiva Foundation
EIN
77-0529631
Phone
8584610056
Address
7878 LUSARDI CREEK LN, SAN DIEGO, CA 92127

Signing Officer

Name
Stephan Spiva
Title
Trustee
Signed
2024-03-19
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 Appendix308 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/RecipientPersonNm4SAN DIEGO ZOOLOGICAL SOCIETY
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CONSULTING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt475
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHAN SPIVA
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-19
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ReturnHeader/Filer/EIN0770529631
ReturnHeader/Filer/PhoneNum08584610056
ReturnHeader/Filer/USAddress/AddressLine1Txt07878 LUSARDI CREEK LN
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092127
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330767946
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/PhoneNum07149734750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL D ROUNTREE CPA MBT
ReturnHeader/ReturnTs02024-03-19T14:34:20-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SPIVA
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,652,052
Liabilities
$0
Net assets
$1,652,052
Revenue
$69,121
Expenses
$255,671
Net income
-$186,550
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
2023Detailed filing. Detailed filing data is available for this year.$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
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