Civic Intelligence

Ruth Rabstein Pellettieri Charitable Foundation

990PF • Fiscal year 2021 • EIN 20-3830907

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
Lawrence Poppert Cpa 714 N BethleheLower Gywnedd, PA 19002

(215) 393-8221

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

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

Liabilities / Revenue

57th percentile

0.00x

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

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

Net Margin

83rd percentile

45%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

54th percentile

5.7%

Faster asset growth than 54% of similar nonprofits.

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

Revenue Growth

79th percentile

65%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$407,879

Up $22,159 (+5.7%) from 2020

Net Assets

Up

$407,879

Up $22,159 (+5.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin83rd percentile

Revenue

Up

$49,457

Up $19,409 (+65%) from 2020

Expenses

Down

$27,298

Down $802 (-2.9%) from 2020

Net Income

Up

$22,159

Up $20,211 (+1038%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$600K$400K$200K$0Assets 2011: $436,613Liabilities 2011: $02011Assets 2012: $418,636Liabilities 2012: $02012Assets 2013: $413,009Liabilities 2013: $0Net Assets 2013: $413,0092013Assets 2014: $411,948Liabilities 2014: $0Net Assets 2014: $411,9482014Assets 2015: $403,335Liabilities 2015: $0Net Assets 2015: $403,3352015Assets 2016: $393,127Liabilities 2016: $0Net Assets 2016: $393,1272016Assets 2017: $390,974Liabilities 2017: $0Net Assets 2017: $390,9742017Assets 2018: $390,739Liabilities 2018: $0Net Assets 2018: $390,7392018Assets 2019: $383,772Liabilities 2019: $0Net Assets 2019: $383,7722019Assets 2020: $385,720Liabilities 2020: $0Net Assets 2020: $385,7202020Assets 2021: $407,879Liabilities 2021: $0Net Assets 2021: $407,8792021Assets 2022: $421,648Liabilities 2022: $0Net Assets 2022: $421,6482022Assets 2023: $434,964Liabilities 2023: $0Net Assets 2023: $434,9642023Assets 2024: $433,340Liabilities 2024: $0Net Assets 2024: $433,3402024

Highlighted filing

2021

Assets$407,879
Liabilities$0
Net Assets$407,879
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $9,060Expenses 2011: $26,929Net Income 2011: -$17,8692011Revenue 2012: $8,872Expenses 2012: $26,851Net Income 2012: -$17,9792012Revenue 2013: $21,402Expenses 2013: $27,031Net Income 2013: -$5,6292013Revenue 2014: $25,787Expenses 2014: $26,846Net Income 2014: -$1,0592014Revenue 2015: $18,371Expenses 2015: $26,985Net Income 2015: -$8,6142015Revenue 2016: $20,842Expenses 2016: $31,050Net Income 2016: -$10,2082016Revenue 2017: $27,989Expenses 2017: $30,142Net Income 2017: -$2,1532017Revenue 2018: $24,858Expenses 2018: $25,093Net Income 2018: -$2352018Revenue 2019: $17,262Expenses 2019: $24,229Net Income 2019: -$6,9672019Revenue 2020: $30,048Expenses 2020: $28,100Net Income 2020: $1,9482020Revenue 2021: $49,457Expenses 2021: $27,298Net Income 2021: $22,1592021Revenue 2022: $44,526Expenses 2022: $30,757Net Income 2022: $13,7692022Revenue 2023: $42,899Expenses 2023: $29,583Net Income 2023: $13,3162023Revenue 2024: $26,441Expenses 2024: $25,705Net Income 2024: $7362024

Highlighted filing

2021

Revenue$49,457
Expenses$27,298
Net Income$22,159
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NORMAN L CANTORTrustee-$0--
PESHE C KURILOFFTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruth Rabstein Pellettieri Char Fdn
EIN
20-3830907
Phone
2153938221
Address
LAWRENCE POPPERT CPA 714 N BETHLEHE, LOWER GYWNEDD, PA 19002

Signing Officer

Name
Peshe Kuriloff
Title
Trustee
Phone
2153938221
Signed
2022-11-15

Preparer

Firm
Poppert & Company LLC
Address
714 N Bethlehem Pike Suite 200, Lower Gwynedd, PA 19002
Preparer
Lawrence P Poppert Iii
Phone
2153938221
Raw XML AppendixShowing 400 of 422 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.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1288.384 SH GLENMEAD QUAINT INTERNATIONAL
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc275 SH JOHNSON AND JOHNSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt011033
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt13755
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt24550
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt011655
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt14511
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt212260
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12021-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22021-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0622
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1756
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt27710
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0148360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1244872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EQUITY INVESTMENT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1403379
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt025274
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040369
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt040369
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt022159
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt028426
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt09088
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt048624
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt030
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0820
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0820
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt025274
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027298
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049457
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt049457
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0833
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt011033
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0622
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1756
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1288.384 SH GLENMEAD QUAINT INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc275 SH JOHNSON AND JOHNSON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-10-20
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt022159
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0385720
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0407879
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt026608
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt026608
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027284
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0676
IRS990PF/DistributableAmountGrp/TotalTaxAmt0676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt013
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0676
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0689
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0560531
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0385720
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09445
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0544547
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0545682
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0NORMAN L CANTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1PESHE C KURILOFF
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt025274
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0CONTRIBUTES TO INCOME ALLOWING FOUNDATION DISTIBUTIONS TO QUALIFIED RECIPIENTS
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10FREE LIBRARY OF PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11EDUCATION LAW CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101901 VINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11800 JOHN F KENNEDY BLVD
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NJ FILING FEES
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02153938221
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$407,879
Liabilities
$0
Net assets
$407,879
Revenue
$49,457
Expenses
$27,298
Net income
$22,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.26$0.26$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.43$0.30$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.45$0.31$0.14
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.49$0.27$0.22
2020Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.30$0.28$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.17$0.24$0.07
2018Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.25$0.25$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.28$0.30$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.21$0.31$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.18$0.27$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.26$0.27$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$0.21$0.27$0.06
2012Summary only. Only limited summary data is available for this year.$4.19$0.00$0.09$0.27$0.18
2011Summary only. Only limited summary data is available for this year.$4.37$0.00$0.09$0.27$0.18