Civic Intelligence

Mattioli Foundation

990 • Fiscal year 2023 • EIN 23-2136313

Apr 01, 2022 to Mar 31, 2023 • Filed on Oct 04, 2023

PO Box 500Long Pond, PA 18334

(570) 646-2300

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

1st percentile

-513%

Higher net margin than 1% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

10th percentile

-14%

Faster asset growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-50%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,189,820

Down $365,099 (-14%) from 2022

Net Assets

Down

$2,189,820

Down $365,099 (-14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$71,233

Down $71,855 (-50%) from 2022

Expenses

Up

$436,332

Up $67,262 (+18%) from 2022

Net Income

Down

-$365,099

Down $139,117 (-62%) from 2022

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,853,942Liabilities 2012: $0Net Assets 2012: $4,853,9422012Assets 2013: $4,846,205Liabilities 2013: $0Net Assets 2013: $4,846,2052013Assets 2014: $4,594,693Liabilities 2014: $0Net Assets 2014: $4,594,6932014Assets 2015: $4,343,532Liabilities 2015: $0Net Assets 2015: $4,343,5322015Assets 2016: $4,053,027Liabilities 2016: $0Net Assets 2016: $4,053,0272016Assets 2017: $3,770,447Liabilities 2017: $1Net Assets 2017: $3,770,4462017Assets 2018: $3,503,576Liabilities 2018: $22,597Net Assets 2018: $3,480,9792018Assets 2019: $3,245,767Liabilities 2019: $0Net Assets 2019: $3,245,7672019Assets 2020: $3,015,462Liabilities 2020: $0Net Assets 2020: $3,015,4622020Assets 2021: $2,780,901Liabilities 2021: $0Net Assets 2021: $2,780,9012021Assets 2022: $2,554,919Liabilities 2022: $0Net Assets 2022: $2,554,9192022Assets 2023: $2,189,820Liabilities 2023: $0Net Assets 2023: $2,189,8202023Assets 2024: $4,192,403Liabilities 2024: $0Net Assets 2024: $4,192,4032024Assets 2025: $5,186,132Liabilities 2025: $0Net Assets 2025: $5,186,1322025

Highlighted filing

2023

Assets$2,189,820
Liabilities$0
Net Assets$2,189,820

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $8,402Expenses 2012: $112,350Net Income 2012: -$103,9482012Revenue 2013: $311,262Expenses 2013: $319,000Net Income 2013: -$7,7382013Revenue 2014: $1,428Expenses 2014: $252,940Net Income 2014: -$251,5122014Revenue 2015: $58,447Expenses 2015: $309,609Net Income 2015: -$251,1622015Revenue 2016: $39,634Expenses 2016: $330,137Net Income 2016: -$290,5032016Revenue 2017: $29,723Expenses 2017: $312,304Net Income 2017: -$282,5812017Revenue 2018: $55,190Expenses 2018: $344,657Net Income 2018: -$289,4672018Revenue 2019: $89,214Expenses 2019: $324,425Net Income 2019: -$235,2112019Revenue 2020: $80,987Expenses 2020: $311,293Net Income 2020: -$230,3062020Revenue 2021: $3,487Expenses 2021: $238,048Net Income 2021: -$234,5612021Revenue 2022: $143,088Expenses 2022: $369,070Net Income 2022: -$225,9822022Revenue 2023: $71,233Expenses 2023: $436,332Net Income 2023: -$365,0992023Revenue 2024: $2,181,102Expenses 2024: $178,519Net Income 2024: $2,002,5832024Revenue 2025: $1,392,868Expenses 2025: $390,318Net Income 2025: $1,002,5502025

Highlighted filing

2023

Revenue$71,233
Expenses$436,332
Net Income-$365,099
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Oct 4, 2023
Return Version
2022v5.0
Gross Receipts
$105,377
Mission and Program Overview

Mission

Supporting the work of other charitable organizations and providing scholarships to college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,554,919$2,189,820▼ $365,099
Savings and Temporary Cash Investments$2,416,267$2,068,698▼ $347,569
Cash and Non-Interest-Bearing Accounts$133,652$116,122▼ $17,530
Investments in Publicly Traded Securities$5,000$5,000→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,554,919$2,189,820▼ $365,099
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,554,919$2,189,820▼ $365,099
Total Liabilities and Net Assets / Fund Balance$2,554,919$2,189,820▼ $365,099
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nicholas IgdalskyPresident
Marilouise MattioliVice President
Ashley WalshTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$500
Program Service Revenue
$0
Investment Income
$52,431
Other Revenue
$18,302
All Other Contributions
$500
Change in Net Assets
$-365,099
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$435,499
Other Expenses$833
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$366,899--$366,899
Grants to Domestic Individuals$68,600--$68,600
Other Expenses-$224-$224
Total Functional Expenses$435,499$833$0$436,332
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Schedule AttachedPart Line, PA-See Summary$366,899
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$52,446
Gaming Direct Expenses$34,144
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Marilouise mattioli, vice president, is the mother of the president, nicholas igdalsky, and to ashley walsh, treasurer.

Form 990, Part VI, Section B, Line 11B

Tax return preparer, reviews the final form 990, and required schedules, with the officers before the return is filed with the irs.

Form 990, Part VI, Section B, Line 12C

Tax return preparer, reviews the conflict of interest policy with the officers on an annual basis.

Form 990, Part VI, Section C, Line 19

"other organization" documents are not available to the public.

Filing and Contact Details

Filer

Filer Name
Mattioli Foundation
EIN
23-2136313
Phone
5706462300
Address
PO BOX 500, LONG POND, PA 18334

Signing Officer

Name
Marilouise Mattioli
Title
Vice President
Signed
2023-10-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marilouise Mattioli
Formed
1980
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Jl Cohen & Associates Ltd
Address
2925 WM PENN HWY 103, EASTON, PA 18045
Preparer
Nancy Shoener CPA
Phone
6102580819
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IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0231689692
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt052446
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED SCH FOR VARIOUS ORGS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt052446
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt034144
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt052446
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt052446
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt018302
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt034144
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt034144
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0NICHOLAS IGDALSKY
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicensedStatesCd0PA
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 500
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0LONG POND
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0PA
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd0183340500
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/StatesWhereGamingConductedCd0PA
IRS990ScheduleG/SupplementalInformationDetail/ExplanationTxt0PROCEEDS FROM PUBLIC CONTRIBUTIONS TO VARIOUS PROMOTIONAL EVENTS AND GAMES.
IRS990ScheduleG/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2b - Fundraiser Additional Information
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt068600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0STUDENT SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceDesc0N/A
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt014
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/RecipientTable/CashGrantAmt0366899
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE SUMMARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SEE SCHEDULE ATTACHED
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0TO SCHEDULE A
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PART LINE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd018334
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARILOUISE MATTIOLI, VICE PRESIDENT, IS THE MOTHER OF THE PRESIDENT, NICHOLAS IGDALSKY, AND TO ASHLEY WALSH, TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TAX RETURN PREPARER, REVIEWS THE FINAL FORM 990, AND REQUIRED SCHEDULES, WITH THE OFFICERS BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TAX RETURN PREPARER, REVIEWS THE CONFLICT OF INTEREST POLICY WITH THE OFFICERS ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3"OTHER ORGANIZATION" DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02554919
IRS990/TotalAssetsEOYAmt02189820
IRS990/TotalAssetsGrp/BOYAmt02554919
IRS990/TotalAssetsGrp/EOYAmt02189820
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0833
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0435499
IRS990/TotalFunctionalExpensesGrp/TotalAmt0436332
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02554919
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02189820
IRS990/TotalProgramServiceExpensesAmt0435499
IRS990/TotalProgramServiceRevenueAmt00

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.$5.19$0.00$5.19$1.39$0.39$1.00
2024Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$2.18$0.18$2.00
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.07$0.44$0.37
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.14$0.37$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.00$0.24$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.08$0.31$0.23
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.09$0.32$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.50$0.02$3.48$0.06$0.34$0.29
2017Summary only. Only limited summary data is available for this year.$3.77$0.00$3.77$0.03$0.31$0.28
2016Summary only. Only limited summary data is available for this year.$4.05$0.00$4.05$0.04$0.33$0.29
2015Summary only. Only limited summary data is available for this year.$4.34$0.00$4.34$0.06$0.31$0.25
2014Summary only. Only limited summary data is available for this year.$4.59$0.00$4.59$0.00$0.25$0.25
2013Summary only. Only limited summary data is available for this year.$4.85$0.00$4.85$0.31$0.32$0.01
2012Summary only. Only limited summary data is available for this year.$4.85$0.00$4.85$0.01$0.11$0.10