Civic Intelligence

Rinaldi Foundation for Financial Education Inc.

EIN 93-4588473 • Bonita Springs, FL

Pub. 78 Eligible
24311 Walden Center Drive Ste 100Bonita Springs, FL 34134
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

88th percentile

46%

Higher net margin than 88% of similar nonprofits.

<$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.

<$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

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

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 / Assets63rd percentile

Assets

Up

$146

Up $146 from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$146

Up $146 from 2023

Operations
Liabilities / Revenue66th percentileNet Margin88th percentile

Revenue

Up

$320

Up $320 from 2023

Expenses

Up

$174

Up $174 from 2023

Net Income

Up

$146

Up $146 from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150$100$50$0Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023Assets 2024: $146Liabilities 2024: $0Net Assets 2024: $1462024

Highlighted filing

2024

Assets$146
Liabilities$0
Net Assets$146
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400$300$200$100$0Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $320Expenses 2024: $174Net Income 2024: $1462024

Highlighted filing

2024

Revenue$320
Expenses$174
Net Income$146
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$146
Liabilities
$0
Net assets
$146
Revenue
$320
Expenses
$174
Net income
$146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$146$0$146$320$174$146
2023Detailed filing. Detailed filing data is available for this year.$0$0$0$0$0$0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 28, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUSTIN C RINALDIPresident-$0--
LAUREN T RINALDIVice Preside-$0--
EMILY PETERSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Rinaldi Foundation for Financial
EIN
93-4588473
Phone
2394446111
Address
24311 WALDEN CENTER DRIVE STE 100, BONITA SPRINGS, FL 34134

Signing Officer

Name
Dustin C Rinaldi
Title
President
Phone
2394446111
Signed
2025-07-28

Preparer

Firm
Tax & Financial Strategists LLC
Address
28089 VANDERBILT DR STE 201, BONITA SPRINGS, FL 34134-7521
Preparer
B Lyn Schantz Ea
Phone
2394058395
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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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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