Civic Intelligence

Frances Emily Hunt Trust 10-9571 00-0 Codicil Fund

990PF • Fiscal year 2022 • EIN 04-2790229

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 13, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-7626

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$15,349

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

111%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$717,051

Up $69,255 (+11%) from 2021

Net Assets

Up

$717,051

Up $69,255 (+11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin94th percentile

Revenue

Up

$88,727

Up $46,595 (+111%) from 2021

Expenses

Down

$19,370

Down $82,955 (-81%) from 2021

Net Income

Up

$69,357

Up $129,550 (+215%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.0M$500K$0Assets 2011: $851,569Liabilities 2011: $02011Assets 2012: $826,520Liabilities 2012: $02012Assets 2013: $796,679Liabilities 2013: $02013Assets 2014: $772,956Liabilities 2014: $02014Assets 2015: $767,888Liabilities 2015: $02015Assets 2019: $717,990Liabilities 2019: $0Net Assets 2019: $717,9902019Assets 2020: $707,218Liabilities 2020: $0Net Assets 2020: $707,2182020Assets 2021: $647,796Liabilities 2021: $0Net Assets 2021: $647,7962021Assets 2022: $717,051Liabilities 2022: $0Net Assets 2022: $717,0512022Assets 2023: $710,883Liabilities 2023: $0Net Assets 2023: $710,8832023Assets 2024: $748,935Liabilities 2024: $0Net Assets 2024: $748,9352024Assets 2025: $768,879Liabilities 2025: $0Net Assets 2025: $768,8792025

Highlighted filing

2022

Assets$717,051
Liabilities$0
Net Assets$717,051
Open 2022 Filing

Operations Trend

Revenue Growth89th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $20,581Expenses 2011: $40,884Net Income 2011: -$20,3032011Revenue 2012: $16,826Expenses 2012: $41,875Net Income 2012: -$25,0492012Revenue 2013: $20,891Expenses 2013: $55,201Net Income 2013: -$34,3102013Revenue 2014: $34,674Expenses 2014: $53,928Net Income 2014: -$19,2542014Revenue 2015: $55,183Expenses 2015: $63,643Net Income 2015: -$8,4602015Revenue 2019: $55,900Expenses 2019: $54,516Net Income 2019: $1,3842019Revenue 2020: $41,295Expenses 2020: $52,067Net Income 2020: -$10,7722020Revenue 2021: $42,132Expenses 2021: $102,325Net Income 2021: -$60,1932021Revenue 2022: $88,727Expenses 2022: $19,370Net Income 2022: $69,3572022Revenue 2023: $90,274Expenses 2023: $96,555Net Income 2023: -$6,2812023Revenue 2024: $56,505Expenses 2024: $18,359Net Income 2024: $38,1462024Revenue 2025: $68,273Expenses 2025: $48,136Net Income 2025: $20,1372025

Highlighted filing

2022

Revenue$88,727
Expenses$19,370
Net Income$69,357
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 13, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$15,349-$15,349
DR PHILLIP CLAYCo-Trustee-$1,685-$1,685
E MACEY RUSSELLCo-Trustee-$1,684-$1,684
Filing and Contact Details

Filer

Filer Name
Hunt Frances E Trw Codicil Fund
EIN
04-2790229
Phone
6177227626
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227626
Signed
2023-01-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix319 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/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
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TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227626
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HUNT FRANCES E TRW CODICIL FUND
ReturnHeader/Filer/BusinessNameControlTxt0HUNT
ReturnHeader/Filer/EIN0042790229
ReturnHeader/Filer/PhoneNum06177227626
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-13T19:00:28-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$717,051
Liabilities
$0
Net assets
$717,051
Revenue
$88,727
Expenses
$19,370
Net income
$69,357
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.68$0.48$0.20
2024Detailed filing. Detailed filing data is available for this year.$7.49$0.00$7.49$0.57$0.18$0.38
2023Detailed filing. Detailed filing data is available for this year.$7.11$0.00$7.11$0.90$0.97$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.17$0.00$7.17$0.89$0.19$0.69
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.00$6.48$0.42$1.02$0.60
2020Detailed filing. Detailed filing data is available for this year.$7.07$0.00$7.07$0.41$0.52$0.11
2019Detailed filing. Detailed filing data is available for this year.$7.18$0.00$7.18$0.56$0.55$0.01
2015Summary only. Only limited summary data is available for this year.$7.68$0.00$0.55$0.64$0.08
2014Summary only. Only limited summary data is available for this year.$7.73$0.00$0.35$0.54$0.19
2013Summary only. Only limited summary data is available for this year.$7.97$0.00$0.21$0.55$0.34
2012Summary only. Only limited summary data is available for this year.$8.27$0.00$0.17$0.42$0.25
2011Summary only. Only limited summary data is available for this year.$8.52$0.00$0.21$0.41$0.20