Civic Intelligence

Cervelli Charitable Trust C/O Andrew Cerevilli

990PF • Fiscal year 2024 • EIN 23-2118559

Apr 01, 2023 to Mar 31, 2024 • Filed on Sep 05, 2024

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

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

10th percentile

-64%

Higher net margin than 10% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$10,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 48.2% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

35th percentile

-6.7%

Faster asset growth than 35% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-19%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$184,727

Down $13,304 (-6.7%) from 2023

Net Assets

Down

$184,727

Down $13,304 (-6.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Down

$20,730

Down $4,957 (-19%) from 2023

Expenses

Down

$34,034

Down $28,623 (-46%) from 2023

Net Income

Up

-$13,304

Up $23,666 (+64%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$184,727
Liabilities$0
Net Assets$184,727

Operations Trend

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

2024

Revenue$20,730
Expenses$34,034
Net Income-$13,304
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Sep 5, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOYCE REHORSTTrusteePT$10,000-$10,000
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
2024-09-05
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 Appendix344 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/NetInvestmentIncomeAmt01000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0114526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt058420
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt067305
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0895
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc044.742 POLEN GRWTH
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc324.981 POLEN GRWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc427.071 POLEN GRWTH
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt09242
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt026500
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL GENERATED INCOME IS USED TO FORWARD FOUNDATION'S EXEMPT PURPOSE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0311 QUIGLEY DRIVE
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/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ST JAMES SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SAINT PATRICK CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03217 CLEARFIELD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1104 CHANNING AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MALVERN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119355
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020500
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/AppliedToCurrentYearAmt09242
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042293
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043678
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt049932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt053984
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt038997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt038997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0207145
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017258
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042293
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt043678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt049932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt053984
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt026500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017258
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0246142
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0228884
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01315
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01315
TaxesSchedule/TaxesDetail/Amt0219
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0219
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN BERNHARDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06103313237
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-05
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/ReturnTs02024-09-09T09:47:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

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