Civic Intelligence

Raffaelli Pietro & Thelma Family Fdn Foundation

EIN 20-8531074 • Naples, FL

350 Edgemere Way EastNaples, FL 34105
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

13th percentile

-31%

Higher net margin than 13% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$31,972

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 33.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

30th percentile

-2.1%

Faster asset growth than 30% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

35%

Faster revenue growth than 73% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,398,180

Down $30,355 (-2.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,398,180

Down $30,355 (-2.1%) from 2023

Revenue

Up

$96,932

Up $24,906 (+35%) from 2023

Expenses

Up

$127,287

Up $10,456 (+8.9%) from 2023

Net Income

Up

-$30,355

Up $14,450 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,866,264Liabilities 2011: $02011Assets 2012: $1,816,295Liabilities 2012: $0Net Assets 2012: $1,816,2952012Assets 2013: $1,681,155Liabilities 2013: $0Net Assets 2013: $1,681,1552013Assets 2014: $1,673,343Liabilities 2014: $0Net Assets 2014: $1,673,3432014Assets 2015: $1,573,418Liabilities 2015: $02015Assets 2017: $1,449,734Liabilities 2017: $0Net Assets 2017: $1,449,7342017Assets 2018: $1,392,639Liabilities 2018: $0Net Assets 2018: $1,392,6392018Assets 2019: $1,328,747Liabilities 2019: $0Net Assets 2019: $1,328,7472019Assets 2020: $1,246,063Liabilities 2020: $0Net Assets 2020: $1,246,0632020Assets 2021: $1,436,900Liabilities 2021: $0Net Assets 2021: $1,436,9002021Assets 2022: $1,473,340Liabilities 2022: $0Net Assets 2022: $1,473,3402022Assets 2023: $1,428,535Liabilities 2023: $0Net Assets 2023: $1,428,5352023Assets 2024: $1,398,180Liabilities 2024: $0Net Assets 2024: $1,398,1802024

Highlighted filing

2024

Assets$1,398,180
Liabilities$0
Net Assets$1,398,180

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $78,286Expenses 2011: $115,062Net Income 2011: -$36,7762011Expenses 2012: $122,9892012Revenue 2013: -$11,542Expenses 2013: $123,598Net Income 2013: -$135,1402013Revenue 2014: $110,181Expenses 2014: $117,993Net Income 2014: -$7,8122014Revenue 2015: $13,375Expenses 2015: $113,300Net Income 2015: -$99,9252015Revenue 2017: $120,953Expenses 2017: $123,286Net Income 2017: -$2,3332017Revenue 2018: $65,257Expenses 2018: $122,352Net Income 2018: -$57,0952018Revenue 2019: $58,067Expenses 2019: $121,959Net Income 2019: -$63,8922019Revenue 2020: $39,267Expenses 2020: $121,951Net Income 2020: -$82,6842020Revenue 2021: $324,689Expenses 2021: $133,852Net Income 2021: $190,8372021Revenue 2022: $141,051Expenses 2022: $104,611Net Income 2022: $36,4402022Revenue 2023: $72,026Expenses 2023: $116,831Net Income 2023: -$44,8052023Revenue 2024: $96,932Expenses 2024: $127,287Net Income 2024: -$30,3552024

Highlighted filing

2024

Revenue$96,932
Expenses$127,287
Net Income-$30,355

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.13$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.43$0.00$1.43$0.07$0.12$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.14$0.10$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.32$0.13$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.12$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$1.33$0.06$0.12$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.00$1.39$0.07$0.12$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.12$0.12$0.00
2015Summary only. Only limited summary data is available for this year.$1.57$0.00$0.01$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.11$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.01$0.12$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.12
2011Summary only. Only limited summary data is available for this year.$1.87$0.00$0.08$0.12$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 23, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS E BURDETTETrustee-$31,972-$31,972
JOHN AMBROGIDirector-$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
Raffaelli Pietro & Thelma Family
EIN
20-8531074
Phone
5712144673
Address
350 EDGEMERE WAY EAST, NAPLES, FL 34105

Signing Officer

Name
Thomas E Burdette
Title
Trustee
Phone
5712144674
Signed
2025-06-23
Discuss with paid preparer
Yes

Preparer

Firm
Pbmares Llp
Address
4114 LEGATO ROAD 5TH FLOOR, FAIRFAX, VA 22033
Preparer
Rebecca Bartholomae CPA
Phone
7035915200
Raw XML Appendix339 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/IndividualWithBooksNm0THOMAS E BURDETTE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0350 EDGEMERE WAY EAST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPLES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05712144674
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320279
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4OPERATING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARLINGTON COUNTY ANIMAL SHELTER CO ANIMAL WELFARE LEAGUE OF ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CATAWBA COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CHURCH OF THE HOLY ROSARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MOUNT VERNON PLACE UNITED METHODIST CHURCH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02650 S ARLINGTON MILL DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12300 WEST INNES STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2595 3RD STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3900 MASSACHUSETTS AVENUE NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41914 N RANDOLPH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SALISBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ARLINGTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd022206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd128144
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422207
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081117
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/AppliedToCurrentYearAmt074892
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074892
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02919
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09144
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02919
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt081117
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06225
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09144
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02919
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012631
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt012631
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0567
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0567
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS E BURDETTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05712144674
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RAFFAELLI PIETRO & THELMA FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION C/O THOMAS BURDETTE
ReturnHeader/Filer/BusinessNameControlTxt0RAFF
ReturnHeader/Filer/EIN0208531074
ReturnHeader/Filer/PhoneNum05712144673
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 EDGEMERE WAY EAST
ReturnHeader/Filer/USAddress/CityNm0NAPLES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540737372
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PBMARES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04114 LEGATO ROAD 5TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRFAX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022033
ReturnHeader/PreparerPersonGrp/PhoneNum07035915200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA BARTHOLOMAE CPA
ReturnHeader/ReturnTs02025-07-09T14:39:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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