Civic Intelligence

Rerum Novarum Charitable Trust

EIN 23-2788020 • 501(c)3 • Plymouth Meeting, PA

Profile

To provide grants to individuals/organizationsgrants and similiar amounts paid:leukemia & lymphoma society $20,000philadelphia phillies- als society $7,500yudichak family lighthouse fund $250sclc philadelphia $2,500part ii- balance sheet:accounts payable - $46,010

3031 - A Walton Road 201Plymouth Meeting, PA 19462

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

98th percentile

4.68x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

60th percentile

7.1%

Higher net margin than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-13%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$68,723

Down $9,848 (-13%) from 2023

Liabilities

Down

$10,000

Down $10,000 (-50%) from 2023

Net Assets

$58,723

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue98th percentileNet Margin60th percentile

Revenue

Up

$2,136

Up $15,442 (+116%) from 2023

Expenses

Up

$1,984

Up $94 (+5.0%) from 2023

Net Income

Up

$152

Up $15,348 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0-$50KAssets 2011: $155,629Liabilities 2011: $20,0002011Assets 2012: $144,894Liabilities 2012: $20,000Net Assets 2012: $124,8942012Assets 2013: $70,095Liabilities 2013: $20,000Net Assets 2013: $50,0952013Assets 2014: $82,205Liabilities 2014: $46,010Net Assets 2014: $36,1952014Assets 2015: $48,702Liabilities 2015: $46,250Net Assets 2015: $2,4522015Assets 2016: $56,474Liabilities 2016: $45,0912016Assets 2017: $22,410Liabilities 2017: $20,000Net Assets 2017: $2,4102017Assets 2018: $14,041Liabilities 2018: $20,000Net Assets 2018: -$5,9592018Assets 2019: $16,600Liabilities 2019: $20,000Net Assets 2019: -$3,4002019Assets 2020: $27,163Liabilities 2020: $20,000Net Assets 2020: $7,1632020Assets 2021: $74,474Liabilities 2021: $20,0002021Assets 2022: $93,767Liabilities 2022: $20,000Net Assets 2022: $73,7672022Assets 2023: $78,571Liabilities 2023: $20,0002023Assets 2024: $68,723Liabilities 2024: $10,000Net Assets 2024: $58,7232024

Highlighted filing

2024

Assets$68,723
Liabilities$10,000
Net Assets$58,723
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50K-$100KRevenue 2011: $52,623Expenses 2011: $37,665Net Income 2011: $14,9582011Revenue 2012: $24,485Expenses 2012: $35,220Net Income 2012: -$10,7352012Revenue 2013: $23,961Expenses 2013: $98,760Net Income 2013: -$74,7992013Revenue 2014: $17,230Expenses 2014: $31,130Net Income 2014: -$13,9002014Revenue 2015: -$2,143Expenses 2015: $31,600Net Income 2015: -$33,7432015Revenue 2016: $67,953Expenses 2016: $59,022Net Income 2016: $8,9312016Revenue 2017: $37,777Expenses 2017: $46,750Net Income 2017: -$8,9732017Revenue 2018: $31,781Expenses 2018: $40,150Net Income 2018: -$8,3692018Revenue 2019: $31,859Expenses 2019: $29,300Net Income 2019: $2,5592019Revenue 2020: $12,438Expenses 2020: $1,875Net Income 2020: $10,5632020Revenue 2021: $49,111Expenses 2021: $1,800Net Income 2021: $47,3112021Revenue 2022: $22,651Expenses 2022: $3,358Net Income 2022: $19,2932022Revenue 2023: -$13,306Expenses 2023: $1,890Net Income 2023: -$15,1962023Revenue 2024: $2,136Expenses 2024: $1,984Net Income 2024: $1522024

Highlighted filing

2024

Revenue$2,136
Expenses$1,984
Net Income$152
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,723
Liabilities
$10,000
Net assets
$58,723
Revenue
$2,136
Expenses
$1,984
Net income
$152
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.69$0.10$0.59$0.02$0.02$0.00
2023Summary only. Only limited summary data is available for this year.$0.79$0.20$0.13$0.02$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.20$0.74$0.23$0.03$0.19
2021Summary only. Only limited summary data is available for this year.$0.74$0.20$0.49$0.02$0.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.20$0.07$0.12$0.02$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.17$0.20$0.03$0.32$0.29$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.14$0.20$0.06$0.32$0.40$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.20$0.02$0.38$0.47$0.09
2016Summary only. Only limited summary data is available for this year.$0.56$0.45$0.68$0.59$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.49$0.46$0.02$0.02$0.32$0.34
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.46$0.36$0.17$0.31$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.20$0.50$0.24$0.99$0.75
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.20$1.25$0.24$0.35$0.11
2011Summary only. Only limited summary data is available for this year.$1.56$0.20$0.53$0.38$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Gross Receipts
$68,476
Mission and Program Overview

Mission

To provide grants to individuals/organizationsgrants and similiar amounts paid part ii- balance sheet:accounts payable - $20,000

To provide grants to individuals/organizationsgrants and similiar amounts paid part ii- balance sheet:accounts payable - $10,000

Program Services

DescriptionGrantsExpenses
PROVIDE CHARITABLE DONATIONS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WENDELL W YOUNG IVTrustee-$0--
Lance HuberTrustee-$0--
Ed AuerTrustee-$0--
Tony ZolloSecretary-$0--
Mary OwensTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Event$67,776$67,776-$67,776
Total Events$67,776$67,776$66,340$1,436
Filing and Contact Details

Filer

Filer Name
Rerum Novarum Charitable Trust
EIN
23-2788020
Phone
6109401776
Address
3031 - A WALTON ROAD 201, PLYMOUTH MEETING, PA 19462

Signing Officer

Name
Wendell W Young Iv
Title
Trustee
Signed
2025-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Sd Associates Pc
Address
300 YORKTOWN PLAZA, ELKINS, PA 19027
Preparer
Steven a Caine CPA
Phone
2155175600
Supplemental Narrative

Additional Explanations

Other Expenses.1

“BANK SERVICE CHARGES $59”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $20000 Accounts Payable and Accrued Expenses - Ending $10000”

Raw XML Appendix162 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/PhoneNum06109401776
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLYMOUTH MEETING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019462
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt078571
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt068723
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0700
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0152
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01925
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt068723
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IRS990EZ/GrossReceiptsAmt068476
IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058571
IRS990EZ/NetAssetsOrFundBalancesEOYAmt058723
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058571
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt058723
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WENDELL W YOUNG IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lance Huber
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Ed Auer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tony Zollo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mary Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt059
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE GRANTS TO INDIVIDUALS/ORGANIZATIONSGRANTS AND SIMILIAR AMOUNTS PAID PART II- BALANCE SHEET:ACCOUNTS PAYABLE - $10,000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE CHARITABLE DONATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt066340
IRS990EZ/SpecialEventsNetIncomeLossAmt01436
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt010000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01984
IRS990EZ/TotalRevenueAmt02136
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt020355
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt09130
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt030811
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019648
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt080644
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt080644
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0700
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020355
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt030811
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt019648
IRS990ScheduleA/Total509Grp/TotalAmt080644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0700
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt020355
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt09130
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt030811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt019648
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt080644
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt018152
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt018152
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt066340
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Event
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067776
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt01436
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt048188
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt048188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BANK SERVICE CHARGES $59
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Accounts Payable and Accrued Expenses - Beginning $20000 Accounts Payable and Accrued Expenses - Ending $10000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1001
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WENDELL W YOUNG IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RERUM NOVARUM CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RERU
ReturnHeader/Filer/EIN0232788020
ReturnHeader/Filer/PhoneNum06109401776
ReturnHeader/Filer/USAddress/AddressLine1Txt03031 - A WALTON ROAD 201
ReturnHeader/Filer/USAddress/CityNm0PLYMOUTH MEETING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232585468
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELKINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum02155175600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN A CAINE CPA
ReturnHeader/ReturnTs02025-06-04T07:24:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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