Civic Intelligence

Donald J Rosato Charitable Foundation

990PF • Fiscal year 2021 • EIN 23-2746893

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

Organization Profile
176 East Conestoga RoadDevon, PA 19333

(610) 688-1184

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

38th percentile

0.5%

Higher net margin than 38% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

0.1%

Faster asset growth than 43% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

-11%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$130,963

Up $66 (+0.1%) from 2020

Net Assets

Up

$130,963

Up $66 (+0.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin38th percentile

Revenue

Down

$69,066

Down $8,597 (-11%) from 2020

Expenses

Down

$68,712

Down $8,476 (-11%) from 2020

Net Income

Down

$354

Down $121 (-25%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$600K$400K$200K$0Assets 2011: $521,122Liabilities 2011: $02011Assets 2012: $469,556Liabilities 2012: $0Net Assets 2012: $469,5562012Assets 2013: $423,203Liabilities 2013: $02013Assets 2014: $371,900Liabilities 2014: $02014Assets 2015: $303,975Liabilities 2015: $02015Assets 2019: $130,593Liabilities 2019: $02019Assets 2020: $130,897Liabilities 2020: $0Net Assets 2020: $130,8972020Assets 2021: $130,963Liabilities 2021: $0Net Assets 2021: $130,9632021Assets 2022: $111,393Liabilities 2022: $0Net Assets 2022: $111,3932022Assets 2023: $128,724Liabilities 2023: $0Net Assets 2023: $128,7242023Assets 2024: $142,295Liabilities 2024: $0Net Assets 2024: $142,2952024

Highlighted filing

2021

Assets$130,963
Liabilities$0
Net Assets$130,963
Open 2021 Filing

Operations Trend

Revenue Growth36th percentile

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

$200K$100K$0-$100KRevenue 2011: $136,309Expenses 2011: $105,851Net Income 2011: $30,4582011Expenses 2012: $108,6862012Revenue 2013: $40,078Expenses 2013: $86,431Net Income 2013: -$46,3532013Revenue 2014: $22,256Expenses 2014: $73,559Net Income 2014: -$51,3032014Revenue 2015: $4,064Expenses 2015: $71,989Net Income 2015: -$67,9252015Revenue 2019: $64,411Expenses 2019: $82,888Net Income 2019: -$18,4772019Revenue 2020: $77,663Expenses 2020: $77,188Net Income 2020: $4752020Revenue 2021: $69,066Expenses 2021: $68,712Net Income 2021: $3542021Revenue 2022: $54,663Expenses 2022: $74,062Net Income 2022: -$19,3992022Revenue 2023: $63,006Expenses 2023: $45,675Net Income 2023: $17,3312023Revenue 2024: $61,233Expenses 2024: $47,567Net Income 2024: $13,6662024

Highlighted filing

2021

Revenue$69,066
Expenses$68,712
Net Income$354
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DONALD J ROSATOTrustee-$0--
JOSEPH F PARELLATrustee-$0--
ROBERT T ROSATOTrustee-$0--
JUDITH K ROSATOTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CIVIC, MEDICAL, EDUCATIONAL & RELIGI-DEVON, PA, US$62,815
Filing and Contact Details

Filer

Filer Name
Donald J Rosato Charitable
EIN
23-2746893
Phone
6106881184
Address
176 EAST CONESTOGA ROAD, DEVON, PA 19333

Signing Officer

Name
Donald J Rosato
Title
Trustee
Phone
6106881184
Signed
2022-05-02

Preparer

Firm
Battaglini & Company Pc
Address
1049 LANCASTER AVENUE, BERWYN, PA 19312-3941
Preparer
Joseph D Battaglini CPA Cfp
Phone
6109641344
Raw XML Appendix258 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JOSEPH F PARELLA
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD J ROSATO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06106881184
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD J ROSATO CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0232746893
ReturnHeader/Filer/PhoneNum06106881184
ReturnHeader/Filer/USAddress/AddressLine1Txt0176 EAST CONESTOGA ROAD
ReturnHeader/Filer/USAddress/CityNm0DEVON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019333
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232578107
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BATTAGLINI & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01049 LANCASTER AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BERWYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0193123941
ReturnHeader/PreparerPersonGrp/PhoneNum06109641344
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH D BATTAGLINI CPA CFP
ReturnHeader/ReturnTs02022-05-11T08:49:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROSATO
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$130,963
Liabilities
$0
Net assets
$130,963
Revenue
$69,066
Expenses
$68,712
Net income
$354
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.61$0.48$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.63$0.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.55$0.74$0.19
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.69$0.69$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.78$0.77$0.00
2019Summary only. Only limited summary data is available for this year.$1.31$0.00$0.64$0.83$0.18
2015Summary only. Only limited summary data is available for this year.$3.04$0.00$0.04$0.72$0.68
2014Summary only. Only limited summary data is available for this year.$3.72$0.00$0.22$0.74$0.51
2013Summary only. Only limited summary data is available for this year.$4.23$0.00$0.40$0.86$0.46
2012Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$1.09
2011Summary only. Only limited summary data is available for this year.$5.21$0.00$1.36$1.06$0.30