Civic Intelligence

Spencer-David Foundation Inc.

990PF • Fiscal year 2020 • EIN 84-3254473

Jan 01, 2020 to Dec 31, 2020 • Filed on May 03, 2021

Organization Profile
6977 Colonial DriveFayetteville, NY 13066

(315) 391-2808

Siviq Scores

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

Liabilities / Assets

79th percentile

0.00x

Higher debt load relative to assets than 79% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.00x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Net Margin

90th percentile

98%

Higher net margin than 90% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Asset Growth

90th percentile

90%

Faster asset growth than 90% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

56th percentile

-7.7%

Faster revenue growth than 56% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$222,190

Up $105,466 (+90%) from 2019

Net Assets

$222,190

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin90th percentile

Revenue

Down

$107,706

Down $9,018 (-7.7%) from 2019

Expenses

Up

$2,240

Up $2,240 from 2019

Net Income

Down

$105,466

Down $11,258 (-9.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$400K$300K$200K$100K$0Assets 2019: $116,724Liabilities 2019: $02019Assets 2020: $222,190Liabilities 2020: $1Net Assets 2020: $222,1902020Assets 2021: $326,697Liabilities 2021: $1Net Assets 2021: $326,6972021Assets 2022: $294,615Liabilities 2022: $1Net Assets 2022: $294,6152022Assets 2023: $295,817Liabilities 2023: $1Net Assets 2023: $295,8172023Assets 2024: $373,265Liabilities 2024: $0Net Assets 2024: $373,2652024

Highlighted filing

2020

Assets$222,190
Liabilities$1
Net Assets$222,190
Open 2020 Filing

Operations Trend

Revenue Growth56th percentile

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

$150K$100K$50K$0-$50KRevenue 2019: $116,724Expenses 2019: $0Net Income 2019: $116,7242019Revenue 2020: $107,706Expenses 2020: $2,240Net Income 2020: $105,4662020Revenue 2021: $116,395Expenses 2021: $11,888Net Income 2021: $104,5072021Revenue 2022: $4,710Expenses 2022: $36,792Net Income 2022: -$32,0822022Revenue 2023: $62,522Expenses 2023: $61,320Net Income 2023: $1,2022023Revenue 2024: $138,836Expenses 2024: $61,388Net Income 2024: $77,4482024

Highlighted filing

2020

Revenue$107,706
Expenses$2,240
Net Income$105,466
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 3, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN WLADISVice President-$0--
ALEXIANA WLADISPresident-$0--
MARK WLADISSecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Alexiana C and Steven D Wladis
EIN
84-3254473
Phone
3153912808
Address
6977 COLONIAL DRIVE, FAYETTEVILLE, NY 13066

Signing Officer

Name
Steven Wladis
Title
President
Phone
3153912808
Signed
2021-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Davidson Fox & Company Llp
Address
53 CHENANGO STREET, BINGHAMTON, NY 13901
Preparer
Jesse J Wheeler CPA
Phone
6077225386
Raw XML Appendix356 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/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MEALS ON WHEENS OF EASTERN ONONDAGA COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1WLADIS HATS & GLOVE FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07248 HIGHBRIDGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O WLADIS LAW FIRM PC PO BOX 245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FAYETTEVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DEWITT
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0570
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0430
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05962
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0430
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN WLADIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 245
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SYRACUSE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd013214
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0103741
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0103083
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0538 SHS STX, 250 SHS TEL, 146 SHS ADSK, 9 SHS SHOP
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02020-11-18
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1519
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES - WELLS FARGO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES - FIDELITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0648
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1519
TaxesSchedule/TaxesDetail/Amt011
TaxesSchedule/TaxesDetail/Amt162
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - WELLS FARGO
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES - FIDELITY
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt011
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN WLADIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03153912808
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALEXIANA C AND STEVEN D WLADIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0843254473
ReturnHeader/Filer/PhoneNum03153912808
ReturnHeader/Filer/USAddress/AddressLine1Txt06977 COLONIAL DRIVE
ReturnHeader/Filer/USAddress/CityNm0FAYETTEVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd013066
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0150544726
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON FOX & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 CHENANGO STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BINGHAMTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd013901
ReturnHeader/PreparerPersonGrp/PhoneNum06077225386
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSE J WHEELER CPA
ReturnHeader/ReturnTs02021-05-03T10:21:15-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WLADIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$222,190
Liabilities
$1
Net assets
$222,190
Revenue
$107,706
Expenses
$2,240
Net income
$105,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$1.39$0.61$0.77
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.63$0.61$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.05$0.37$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$1.16$0.12$1.05
2020Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$1.08$0.02$1.05
2019Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.00$1.17