Civic Intelligence

Charitable and Education Trust

990EZ • Fiscal year 2025 • EIN 23-2097199

Apr 01, 2024 to Mar 31, 2025 • Filed on Sep 30, 2025

1518 Walnut Street 1410Philadelphia, PA 19102

(215) 592-1713

Siviq Scores

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

Liabilities / Assets

92nd percentile

0.46x

Higher debt load relative to assets than 92% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

2.16x

Higher debt load relative to revenue than 98% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2025 filings • 501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

50th percentile

2.1%

Faster asset growth than 50% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-70%

Faster revenue growth than 5% of similar nonprofits.

2025 filings • 501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$73,555

Up $1,546 (+2.1%) from 2024

Net Assets

$39,700

No earlier filing loaded for comparison.

Liabilities

Up

$33,855

Up $1,395 (+4.3%) from 2024

Revenue

Down

$15,692

Down $35,863 (-70%) from 2024

Expenses

Down

$12,686

Down $29,849 (-70%) from 2024

Net Income

Down

$3,006

Down $6,014 (-67%) from 2024

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $156,272Liabilities 2011: $1,370Net Assets 2011: $154,9022011Assets 2012: $135,371Liabilities 2012: $1,4002012Assets 2013: $121,970Liabilities 2013: $1,490Net Assets 2013: $120,4802013Assets 2014: $152,726Liabilities 2014: $5,1362014Assets 2015: $91,515Liabilities 2015: $3,4802015Assets 2016: $76,000Liabilities 2016: $3,1442016Assets 2017: $85,759Liabilities 2017: $2,560Net Assets 2017: $83,1992017Assets 2018: $73,631Liabilities 2018: $680Net Assets 2018: $72,9512018Assets 2019: $62,588Liabilities 2019: $2,230Net Assets 2019: $60,3582019Assets 2020: $81,926Liabilities 2020: $39,760Net Assets 2020: $42,1662020Assets 2021: $57,738Liabilities 2021: $11,862Net Assets 2021: $45,8762021Assets 2022: $55,391Liabilities 2022: $10,950Net Assets 2022: $44,4412022Assets 2023: $44,168Liabilities 2023: $10,860Net Assets 2023: $33,3082023Assets 2024: $72,009Liabilities 2024: $32,4602024Assets 2025: $73,555Liabilities 2025: $33,855Net Assets 2025: $39,7002025

Highlighted filing

2025

Assets$73,555
Liabilities$33,855
Net Assets$39,700

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: -$11,699Expenses 2011: $33,532Net Income 2011: -$45,2312011Revenue 2012: $82,950Expenses 2012: $104,643Net Income 2012: -$21,6932012Revenue 2013: $12,033Expenses 2013: $33,719Net Income 2013: -$21,6862013Revenue 2014: $59,715Expenses 2014: $34,464Net Income 2014: $25,2512014Revenue 2015: $20,990Expenses 2015: $79,675Net Income 2015: -$58,6852015Revenue 2016: $54,173Expenses 2016: $65,840Net Income 2016: -$11,6672016Revenue 2017: $30,099Expenses 2017: $21,918Net Income 2017: $8,1812017Revenue 2018: $45,140Expenses 2018: $56,768Net Income 2018: -$11,6282018Revenue 2019: $8,249Expenses 2019: $17,537Net Income 2019: -$9,2882019Revenue 2020: $50,596Expenses 2020: $60,289Net Income 2020: -$9,6932020Revenue 2021: $12,070Expenses 2021: $13,360Net Income 2021: -$1,2902021Revenue 2022: $14,184Expenses 2022: $16,060Net Income 2022: -$1,8762022Revenue 2023: $10,317Expenses 2023: $16,450Net Income 2023: -$6,1332023Revenue 2024: $51,555Expenses 2024: $42,535Net Income 2024: $9,0202024Revenue 2025: $15,692Expenses 2025: $12,686Net Income 2025: $3,0062025

Highlighted filing

2025

Revenue$15,692
Expenses$12,686
Net Income$3,006
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Sep 30, 2025
Return Version
2024v5.2
Gross Receipts
$24,952
Mission and Program Overview

Mission

To implement the cultural, educational and philanthropic endeavors of the sons and daughters of italy through a scholarship program and contributions to charitable organizations.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS, AWARDS AND OTHER GRANTS FOR LITERACY AND EDUCATION PURPOSES.-$10,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AMATO SANITAState PresidentPT$0--
TIM SINES SRState First VPPT$0--
ROSE MUMBAUERSt Second VPPT$0--
COURTNEY COSTANZOSt Third VPPT$0--
BRIAN WOLFSt Fin SecyPT$0--
JOSEPH D'ORAZIOState OratorPT$0--
MELODY YEARDIEState Rec. SecyPT$0--
DENISE BERNARDINIState TreasurerPT$0--
ROBERT BLASIDirector BifPT$0--
FRANK PALUMBOSt HistorianPT$0--
EDWARD CARABINDirector C&EPT$0--
EDWIN RIVERAPresident CSJPT$0--
ROSARIO CAPACCIOPresident MfPT$0--
JOSEPH MERENDASt Trust Director 1PT$0--
LOUIS BARBONESt Trust Dist 5PT$0--
DR PAUL JULIANOSt Trust Dist 7PT$0--
JOEL ALEXANDERSt Trust Dist 8PT$0--
GINA MASTRINE SOWERSSt Trust Dist 9PT$0--
JOHN FIDAZZOSt Trust Dis 11PT$0--
MICHAEL CERRUTIIm St Past PresPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sale of Calendars$23,860$23,860$9,260$14,600
Total Events$23,860$23,860$9,260$14,600
Filing and Contact Details

Filer

Filer Name
Charitable and Education Trust
EIN
23-2097199
Phone
2155921713
Address
1518 WALNUT STREET 1410, PHILADELPHIA, PA 19102

Signing Officer

Name
Amato Sanita
Title
State President
Signed
2025-09-30
Discuss with paid preparer
Yes

Preparer

Firm
Raible Cornaglia & Co LLC
Address
535 Route 38 Suite 518, Cherry Hill, NJ 08002
Preparer
Robert a Cornaglia CPA Cgma
Phone
8564881860
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

| Cash Amount Given: $10500

Other Expenses.1002

Office Expenses $486

Other Expenses.1

LICENSES $100

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $32460 Accounts Payable and Accrued Expenses - Ending $33855

Raw XML Appendix223 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0AMATO SANITA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TIM SINES SR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROSE MUMBAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3COURTNEY COSTANZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRIAN WOLF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOSEPH D'ORAZIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MELODY YEARDIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DENISE BERNARDINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT BLASI
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10EDWARD CARABIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11EDWIN RIVERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12ROSARIO CAPACCIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13JOSEPH MERENDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14LOUIS BARBONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15DR PAUL JULIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16JOEL ALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17GINA MASTRINE SOWERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18JOHN FIDAZZO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19MICHAEL CERRUTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0STATE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1STATE FIRST VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ST SECOND VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ST THIRD VP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ST FIN SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5STATE ORATOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6STATE REC. SECY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STATE TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR BIF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9ST HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR C&E
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11PRESIDENT CSJ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12PRESIDENT MF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13ST TRUST DIR 1
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14ST TRUST DIST 5
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15ST TRUST DIST 7
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16ST TRUST DIST 8
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17ST TRUST DIST 9
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18ST TRUST DIS 11
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19IM ST PAST PRES
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-2855
IRS990EZ/OtherExpensesTotalAmt0586
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO IMPLEMENT THE CULTURAL, EDUCATIONAL AND PHILANTHROPIC ENDEAVORS OF THE SONS AND DAUGHTERS OF ITALY THROUGH A SCHOLARSHIP PROGRAM AND CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS, AWARDS AND OTHER GRANTS FOR LITERACY AND EDUCATION PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt09260
IRS990EZ/SpecialEventsNetIncomeLossAmt014600
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt032460
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IRS990EZ/TaxImposedOnOrganizationMgrAmt00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt012686
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IRS990EZ/TotalRevenueAmt015692
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0http://sonsanddaughtersofitalypa.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026632
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0722
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01598
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01368
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06938
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79860
IRS990ScheduleA/PublicSupportPY170Pct00.89880
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IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026632
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt027510
IRS990ScheduleA/TotalSupportAmt034448
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt09260
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SALE OF CALENDARS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023860
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt023860
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014600
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt09260
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Cash Amount Given: $10500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $486
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LICENSES $100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Accounts Payable and Accrued Expenses - Beginning $32460 Accounts Payable and Accrued Expenses - Ending $33855
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMATO SANITA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0STATE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE AND EDUCATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SONS & DAUGHTERS OF ITALY
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0232097199
ReturnHeader/Filer/PhoneNum02155921713
ReturnHeader/Filer/USAddress/AddressLine1Txt01518 WALNUT STREET 1410
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0113757869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Raible Cornaglia & Co LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0535 Route 38 Suite 518
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cherry Hill
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008002
ReturnHeader/PreparerPersonGrp/PhoneNum08564881860
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT A CORNAGLIA CPA CGMA
ReturnHeader/ReturnTs02025-09-30T11:08:37-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.74$0.34$0.40$0.16$0.13$0.03
2024Summary only. Only limited summary data is available for this year.$0.72$0.32$0.52$0.43$0.09
2023Detailed filing. Detailed filing data is available for this year.$0.44$0.11$0.33$0.10$0.16$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.11$0.44$0.14$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.58$0.12$0.46$0.12$0.13$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.40$0.42$0.51$0.60$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.02$0.60$0.08$0.18$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.01$0.73$0.45$0.57$0.12
2017Detailed filing. Detailed filing data is available for this year.$0.86$0.03$0.83$0.30$0.22$0.08
2016Summary only. Only limited summary data is available for this year.$0.76$0.03$0.54$0.66$0.12
2015Summary only. Only limited summary data is available for this year.$0.92$0.03$0.21$0.80$0.59
2014Summary only. Only limited summary data is available for this year.$1.53$0.05$0.60$0.34$0.25
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.01$1.20$0.12$0.34$0.22
2012Summary only. Only limited summary data is available for this year.$1.35$0.01$0.83$1.05$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.01$1.55$0.12$0.34$0.45