Civic Intelligence

Arete Foundation

990T • Fiscal year 2021 • EIN 23-6779271

Dec 01, 2020 to Nov 30, 2021 • Filed on Oct 17, 2022

1845 Walnut Street No 1111Philadelphia, PA 19103

(215) 717-3344

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2020: $69,704,325Liabilities 2020: $8,167,612Net Assets 2020: $61,536,7132020Assets 2021: $56,251,641Liabilities 2021: $10,956,060Net Assets 2021: $45,295,5812021Assets 2022: $52,988,507Liabilities 2022: $5,677,818Net Assets 2022: $47,310,6892022Assets 2023: $45,050,715Liabilities 2023: $8,710,594Net Assets 2023: $36,340,1212023Assets 2024: $42,597,539Liabilities 2024: $6,741,767Net Assets 2024: $35,855,7722024

Latest loaded filing

2024

Assets$42,597,539
Liabilities$6,741,767
Net Assets$35,855,772

Operations Trend

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

$20M$10M$0-$10MRevenue 2020: $5,927,114Expenses 2020: $9,153,645Net Income 2020: -$3,226,5312020Revenue 2021: $10,374,302Expenses 2021: $9,627,594Net Income 2021: $746,7082021Revenue 2022: $6,934,017Expenses 2022: $12,479,949Net Income 2022: -$5,545,9322022Revenue 2023: $1,668,441Expenses 2023: $10,170,564Net Income 2023: -$8,502,1232023Revenue 2024: $8,957,390Expenses 2024: $3,622,767Net Income 2024: $5,334,6232024

Latest loaded filing

2024

Revenue$8,957,390
Expenses$3,622,767
Net Income$5,334,623
Jump To
Filing Snapshot
Filing Period
Dec 1, 2020 to Nov 30, 2021
Signed
Oct 17, 2022
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Arete Foundation
EIN
23-6779271
Phone
2157173344
Address
1845 WALNUT STREET NO 1111, PHILADELPHIA, PA 19103

Signing Officer

Name
Donna Zanghi
Title
CFO
Phone
2157173344
Signed
2022-10-17
Discuss with paid preparer
Yes

Preparer

Firm
Morgenstern Waxman Ellershaw
Address
767 ROUTE 70 EAST, MARLTON, NJ 08053
Preparer
Robert W Ellershaw
Phone
8564890222
Raw XML Appendix76 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
IRS990T/BooksInCareOfDetail/PersonNm0DONNA ZANGHI EXECUTIVE DIRECTOR
IRS990T/BooksInCareOfDetail/PhoneNum02157173344
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01845 WALNUT ST SUITE 1111
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0191034732
IRS990T/BookValueAssetsEOYAmt056251641
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt0506
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt06874
IRS990T/OverpaymentSection/RefundAmt06874
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt06925
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt02011
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt02011
IRS990TScheduleA/TotUnrltTrdBusIncmAmt02011
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT - SCHEDULE K-1 PASS THRU
IRS990TScheduleA/UBIBeforeNOLDedAmt02011
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02011
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt051
IRS990T/TaxLessCreditsAmt051
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt06925
IRS990T/TotalTaxAmt051
IRS990T/TotalTaxComputationAmt051
IRS990T/TotalUBTIAmt0505
IRS990T/TotalUBTIBeforeNOLSpecificAmt01505
IRS990T/TotalUBTIBeforeSection199AAmt01505
IRS990T/TotalUBTIComputedAmt02011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNA ZANGHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum02157173344
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARETE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ARET
ReturnHeader/Filer/EIN0236779271
ReturnHeader/Filer/PhoneNum02157173344
ReturnHeader/Filer/USAddress/AddressLine1Txt01845 WALNUT STREET NO 1111
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814670608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MORGENSTERN WAXMAN ELLERSHAW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0767 ROUTE 70 EAST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARLTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008053
ReturnHeader/PreparerPersonGrp/PhoneNum08564890222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT W ELLERSHAW
ReturnHeader/ReturnTs02022-10-17T13:47:08-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONNA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ZANGHI
ReturnHeader/TaxPeriodBeginDt02020-12-01
ReturnHeader/TaxPeriodEndDt02021-11-30
ReturnHeader/TaxYr02020

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