Civic Intelligence

Cervelli Charitable Trust C/O Andrew Cerevilli

990PF • Fiscal year 2023 • EIN 23-2118559

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 14, 2023

Organization Profile
311 Quigley DriveMalvern, PA 19355

(610) 331-3237

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

7th percentile

-144%

Higher net margin than 7% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

87th percentile

$13,500

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 52.6% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

25th percentile

-16%

Faster asset growth than 25% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

17th percentile

-36%

Faster revenue growth than 17% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$198,031

Down $36,970 (-16%) from 2022

Net Assets

Down

$198,031

Down $36,970 (-16%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin7th percentile

Revenue

Down

$25,687

Down $14,146 (-36%) from 2022

Expenses

Down

$62,657

Down $2,654 (-4.1%) from 2022

Net Income

Down

-$36,970

Down $11,492 (-45%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$600K$400K$200K$0Assets 2011: $408,082Liabilities 2011: $0Net Assets 2011: $408,0822011Assets 2012: $408,769Liabilities 2012: $0Net Assets 2012: $408,7692012Assets 2013: $415,383Liabilities 2013: $0Net Assets 2013: $415,3832013Assets 2014: $456,859Liabilities 2014: $0Net Assets 2014: $456,8592014Assets 2015: $499,395Liabilities 2015: $0Net Assets 2015: $499,3952015Assets 2016: $490,218Liabilities 2016: $0Net Assets 2016: $490,2182016Assets 2017: $449,495Liabilities 2017: $0Net Assets 2017: $449,4952017Assets 2018: $409,197Liabilities 2018: $0Net Assets 2018: $409,1972018Assets 2019: $366,299Liabilities 2019: $0Net Assets 2019: $366,2992019Assets 2020: $301,584Liabilities 2020: $0Net Assets 2020: $301,5842020Assets 2021: $260,479Liabilities 2021: $0Net Assets 2021: $260,4792021Assets 2022: $235,001Liabilities 2022: $0Net Assets 2022: $235,0012022Assets 2023: $198,031Liabilities 2023: $0Net Assets 2023: $198,0312023Assets 2024: $184,727Liabilities 2024: $0Net Assets 2024: $184,7272024Assets 2025: $161,055Liabilities 2025: $0Net Assets 2025: $161,0552025

Highlighted filing

2023

Assets$198,031
Liabilities$0
Net Assets$198,031
Open 2023 Filing

Operations Trend

Revenue Growth17th percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $25,6492011Expenses 2012: $19,0732012Expenses 2013: $35,5992013Revenue 2014: $81,073Expenses 2014: $39,597Net Income 2014: $41,4762014Revenue 2015: $89,828Expenses 2015: $47,292Net Income 2015: $42,5362015Revenue 2016: $28,917Expenses 2016: $38,094Net Income 2016: -$9,1772016Revenue 2017: $9,958Expenses 2017: $50,681Net Income 2017: -$40,7232017Revenue 2018: $32,802Expenses 2018: $73,100Net Income 2018: -$40,2982018Revenue 2019: $23,601Expenses 2019: $66,499Net Income 2019: -$42,8982019Revenue 2020: $18,087Expenses 2020: $82,802Net Income 2020: -$64,7152020Revenue 2021: $33,119Expenses 2021: $74,224Net Income 2021: -$41,1052021Revenue 2022: $39,833Expenses 2022: $65,311Net Income 2022: -$25,4782022Revenue 2023: $25,687Expenses 2023: $62,657Net Income 2023: -$36,9702023Revenue 2024: $20,730Expenses 2024: $34,034Net Income 2024: -$13,3042024Revenue 2025: $52,424Expenses 2025: $76,096Net Income 2025: -$23,6722025

Highlighted filing

2023

Revenue$25,687
Expenses$62,657
Net Income-$36,970
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 14, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE REHORSTTrusteePT$13,500-$13,500
BRIAN BERNHARDTTrusteePT$0--
JESSICA B GILLESPIETrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Cervelli Charitable Trust
EIN
23-2118559
Phone
6103313237
Address
311 QUIGLEY DRIVE, MALVERN, PA 19355

Signing Officer

Name
Brian Bernhardt
Title
Trustee
Phone
6103313237
Signed
2023-07-14
Discuss with paid preparer
Yes

Preparer

Firm
Lawrence F Tornetta LLC
Address
912 GERMANTOWN PIKE, PLYMOUTH MEETING, PA 19462
Preparer
Anthony C Scotese
Phone
6102756632
Raw XML Appendix340 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0988
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0114892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt052302
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY BROKERAGE ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt082324
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MORGAN STANLEY BROKERAGE ACCOUNT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22014-05-07
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt04821
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JESSICA B GILLESPIE
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOYCE REHORST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MALVERN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019355
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06103313237
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/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt140000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE AGNES IRWIN SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ST JAMES SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0275 S ITHAN AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13217 CLEARFIELD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ROSEMONT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119132
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt010444
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010444
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt043678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt049932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt038997
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt043455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt043455
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0228884
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt042293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt043678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt049932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053984
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt038997
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052737
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt042293
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0272339
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0230046
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01543
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01543
TaxesSchedule/TaxesDetail/Amt0639
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0639
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BERNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06103313237
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CERVELLI CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/0 JOYCE REHORST
ReturnHeader/Filer/BusinessNameControlTxt0CERV
ReturnHeader/Filer/EIN0232118559
ReturnHeader/Filer/PhoneNum06103313237
ReturnHeader/Filer/USAddress/AddressLine1Txt0311 QUIGLEY DRIVE
ReturnHeader/Filer/USAddress/CityNm0MALVERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019355
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814649052
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAWRENCE F TORNETTA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0912 GERMANTOWN PIKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019462
ReturnHeader/PreparerPersonGrp/PhoneNum06102756632
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY C SCOTESE
ReturnHeader/ReturnTs02023-07-21T10:07:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNHARDT
ReturnHeader/TaxPeriodBeginDt02022-04-01
ReturnHeader/TaxPeriodEndDt02023-03-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$198,031
Liabilities
$0
Net assets
$198,031
Revenue
$25,687
Expenses
$62,657
Net income
-$36,970
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.52$0.76$0.24
2024Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.21$0.34$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.26$0.63$0.37
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.40$0.65$0.25
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.33$0.74$0.41
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.18$0.83$0.65
2019Detailed filing. Detailed filing data is available for this year.$3.66$0.00$3.66$0.24$0.66$0.43
2018Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.33$0.73$0.40
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.10$0.51$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.29$0.38$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.90$0.47$0.43
2014Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.81$0.40$0.41
2013Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.36
2012Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.19
2011Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.26