Civic Intelligence

Spencer-David Foundation Inc.

990PF • Fiscal year 2021 • EIN 84-3254473

Jan 01, 2021 to Dec 31, 2021 • Filed on May 17, 2022

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

75th percentile

0.00x

Higher debt load relative to assets than 75% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.00x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Net Margin

88th percentile

90%

Higher net margin than 88% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2021 filings • NTEE T20 • <$500k nonprofits • Source year 2021

Asset Growth

86th percentile

47%

Faster asset growth than 86% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

8.1%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • NTEE T20 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$326,697

Up $104,507 (+47%) from 2020

Net Assets

Up

$326,697

Up $104,507 (+47%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin88th percentile

Revenue

Up

$116,395

Up $8,689 (+8.1%) from 2020

Expenses

Up

$11,888

Up $9,648 (+431%) from 2020

Net Income

Down

$104,507

Down $959 (-0.9%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$326,697
Liabilities$1
Net Assets$326,697
Open 2021 Filing

Operations Trend

Revenue Growth52nd 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

2021

Revenue$116,395
Expenses$11,888
Net Income$104,507
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 17, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay92nd 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
Lexi Wladis
Title
President
Phone
3153912808
Signed
2022-05-17
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 Appendix348 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/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WLADIS HATS & GLOVE FOUNDAITON INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1JEWISH COMMUNITY CENTER OF SYRACUSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O WLADIS LAW FIRM PC PO BOX 245
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15655 THOMPSON RD
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010500
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04538
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt05962
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt012678
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08140
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt05962
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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0STEVEN WLADIS
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SYRACUSE
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0106638
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0106638
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc027 SHS ALPHABET INC, 109 SHS ICON PLC ORD EURO
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-06
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01140
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES - FIDELITY
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01140
TaxesSchedule/TaxesDetail/Amt0198
TaxesSchedule/TaxesDetail/Amt150
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES - FIDELITY
TaxesSchedule/TaxesDetail/CategoryTxt1NYS CHAR 500
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0198
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt150
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEXI WLADIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03153912808
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ALEXIANA C AND STEVEN D WLADIS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SPEN
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/PreparationDt02022-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JESSE J WHEELER CPA
ReturnHeader/ReturnTs02022-05-17T08:59:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEXI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WLADIS
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326,697
Liabilities
$1
Net assets
$326,697
Revenue
$116,395
Expenses
$11,888
Net income
$104,507
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