Civic Intelligence

Commonwealth Charitable Fund Inc.

990 • Fiscal year 2022 • EIN 04-2681350

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 29, 2023

Organization ProfileN/A
C/O R Trevisani 3350 So Cay DrJupiter, FL 33477

(617) 803-4111

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

21st percentile

-9.1%

Faster asset growth than 21% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,333,388

Down $133,157 (-9.1%) from 2021

Net Assets

Down

$1,333,388

Down $133,157 (-9.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin85th percentile

Revenue

Down

$79,889

Down $197,374 (-71%) from 2021

Expenses

Up

$48,732

Up $4,007 (+9.0%) from 2021

Net Income

Down

$31,157

Down $201,381 (-87%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2011: $951,716Liabilities 2011: $0Net Assets 2011: $951,7162011Assets 2012: $999,937Liabilities 2012: $0Net Assets 2012: $999,9372012Assets 2013: $1,040,629Liabilities 2013: $0Net Assets 2013: $1,040,6292013Assets 2014: $1,037,424Liabilities 2014: $0Net Assets 2014: $1,037,4242014Assets 2015: $1,012,880Liabilities 2015: $0Net Assets 2015: $1,012,8802015Assets 2016: $1,075,480Liabilities 2016: $0Net Assets 2016: $1,075,4802016Assets 2017: $1,103,454Liabilities 2017: $0Net Assets 2017: $1,103,4542017Assets 2018: $1,071,565Liabilities 2018: $0Net Assets 2018: $1,071,5652018Assets 2019: $1,125,629Liabilities 2019: $0Net Assets 2019: $1,125,6292019Assets 2020: $1,162,953Liabilities 2020: $0Net Assets 2020: $1,162,9532020Assets 2021: $1,466,545Liabilities 2021: $0Net Assets 2021: $1,466,5452021Assets 2022: $1,333,388Liabilities 2022: $0Net Assets 2022: $1,333,3882022Assets 2023: $894,126Liabilities 2023: $0Net Assets 2023: $894,1262023Assets 2024: $895,696Liabilities 2024: $0Net Assets 2024: $895,6962024

Highlighted filing

2022

Assets$1,333,388
Liabilities$0
Net Assets$1,333,388
Open 2022 Filing

Operations Trend

Revenue Growth3rd percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $54,489Expenses 2011: $36,289Net Income 2011: $18,2002011Revenue 2012: $58,414Expenses 2012: $35,292Net Income 2012: $23,1222012Revenue 2013: $57,955Expenses 2013: $33,087Net Income 2013: $24,8682013Revenue 2014: $57,522Expenses 2014: $42,673Net Income 2014: $14,8492014Revenue 2015: $25,200Expenses 2015: $39,133Net Income 2015: -$13,9332015Revenue 2016: $55,703Expenses 2016: $39,957Net Income 2016: $15,7462016Revenue 2017: $35,914Expenses 2017: $36,993Net Income 2017: -$1,0792017Revenue 2018: $52,798Expenses 2018: $48,009Net Income 2018: $4,7892018Revenue 2019: $88,836Expenses 2019: $61,412Net Income 2019: $27,4242019Revenue 2020: $21,289Expenses 2020: $36,905Net Income 2020: -$15,6162020Revenue 2021: $277,263Expenses 2021: $44,725Net Income 2021: $232,5382021Revenue 2022: $79,889Expenses 2022: $48,732Net Income 2022: $31,1572022Revenue 2023: $36,017Expenses 2023: $556,927Net Income 2023: -$520,9102023Revenue 2024: $27,598Expenses 2024: $45,157Net Income 2024: -$17,5592024

Highlighted filing

2022

Revenue$79,889
Expenses$48,732
Net Income$31,157
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 29, 2023
Return Version
2022v5.0
Gross Receipts
$125,303
Mission and Program Overview

Mission

The organization provides grants and scholarships in accordance with longstanding grant criteria to various 501(c)3 organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,466,545$1,333,388▼ $133,157
Investments in Publicly Traded Securities$1,375,430$1,282,550▼ $92,880
Cash and Non-Interest-Bearing Accounts$58,615$25,838▼ $32,777
Investments Other Securities$25,000$25,000→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,466,545$1,333,388▼ $133,157
Other Assets Total$7,500$0▼ $7,500
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,466,545$1,333,388▼ $133,157
Total Liabilities and Net Assets / Fund Balance$1,466,545$1,333,388▼ $133,157
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Robert TrevisaniPresident
Arthur CrozierDirector
Henry Erbe IiiDirector
Karl MeyerDirector
Eryn C JoyceAsst. Clerk
Wasseem KabbaraClerk
Peter J TrevisaniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,300
Program Service Revenue
$0
Investment Income
$77,589
Other Revenue
$0
All Other Contributions
$2,300
Change in Net Assets
$31,157
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$45,650
Other Expenses$3,082
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$45,650--$45,650
Fees for Services Accounting-$2,350-$2,350
Office Expenses-$792-$792
Other Expenses-$21-$21
Fees for Service Investment Mgmnt Fees-$-440-$-440
Total Functional Expenses$45,650$3,082$0$48,732
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nativity Preparatory SchoolNew Bedford, MA-General Support$20,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Commonwealth Charitable Fund Inc
EIN
04-2681350
Phone
6178034111
Address
C/O R TREVISANI 3350 SO CAY DR, JUPITER, FL 33477

Signing Officer

Name
Robert Trevisani
Title
President
Signed
2023-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Trevisani
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Tiedemann & Associates PC
Address
560 North Avenue, Weston, MA 02493
Preparer
Henry A Tiedemann III CPA
Phone
7812351099
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in unrealized appreciation on investments = -$147559”

Form 990, Part XI, Line 9

“Change in unrealized depreciation on thornburg investment = -$16755”

Raw XML Appendix394 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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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt029715
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt027035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029761
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047328
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0173800
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.14860
IRS990ScheduleA/PublicSupportPY170Pct00.14500
IRS990ScheduleA/PublicSupportTotal170Amt030330
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010400
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04530
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07630
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05470
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt030330
IRS990ScheduleA/TotalSupportAmt0204130
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NATIVITY PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0043501206
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt066 SPRING ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW BEDFORD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002740
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CHANGE IN UNREALIZED APPRECIATION ON INVESTMENTS = -$147559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN UNREALIZED DEPRECIATION ON THORNBURG INVESTMENT = -$16755
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01466545
IRS990/TotalAssetsEOYAmt01333388
IRS990/TotalAssetsGrp/BOYAmt01466545
IRS990/TotalAssetsGrp/EOYAmt01333388
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02300
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03082
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045650
IRS990/TotalFunctionalExpensesGrp/TotalAmt048732
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01466545
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01333388
IRS990/TotalProgramServiceExpensesAmt045650
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt039961
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037628
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt079889
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01466545
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01333388
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0C/O R TREVISANI 3350 SO CAY DR
IRS990/USAddress/CityNm0JUPITER
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033477
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT TREVISANI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMONWEALTH CHARITABLE FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0042681350
ReturnHeader/Filer/PhoneNum06178034111
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O R TREVISANI 3350 SO CAY DR
ReturnHeader/Filer/USAddress/CityNm0JUPITER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033477
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043436000
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tiedemann & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0560 North Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Weston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002493
ReturnHeader/PreparerPersonGrp/PhoneNum07812351099
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Henry A Tiedemann III CPA
ReturnHeader/ReturnTs02023-07-29T04:43:03-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TREVISANI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,333,388
Liabilities
$0
Net assets
$1,333,388
Revenue
$79,889
Expenses
$48,732
Net income
$31,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.56$0.52
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.08$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.28$0.04$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.02$0.04$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$0.09$0.06$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.05$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.06$0.04$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.03$0.04$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.04$0.00$1.04$0.06$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.06$0.03$0.02
2012Summary only. Only limited summary data is available for this year.$1.00$0.00$1.00$0.06$0.04$0.02
2011Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.05$0.04$0.02