Civic Intelligence

Sheldon Jeanette T Endowment

990PF • Fiscal year 2023 • EIN 04-6091653

Oct 01, 2022 to Sep 30, 2023 • Filed on Dec 15, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-7598

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

23rd percentile

-20%

Higher net margin than 23% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,811

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 42.9% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

46th percentile

-1.4%

Faster asset growth than 46% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

86%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$58,442

Down $842 (-1.4%) from 2022

Net Assets

Down

$58,442

Down $842 (-1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin23rd percentile

Revenue

Up

$4,217

Up $1,948 (+86%) from 2022

Expenses

Down

$5,046

Down $119 (-2.3%) from 2022

Net Income

Up

-$829

Up $2,067 (+71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$100K$50K$0Assets 2011: $78,152Liabilities 2011: $02011Assets 2012: $78,898Liabilities 2012: $02012Assets 2013: $80,878Liabilities 2013: $02013Assets 2014: $79,086Liabilities 2014: $02014Assets 2015: $77,634Liabilities 2015: $02015Assets 2019: $64,668Liabilities 2019: $02019Assets 2020: $63,461Liabilities 2020: $0Net Assets 2020: $63,4612020Assets 2021: $62,186Liabilities 2021: $0Net Assets 2021: $62,1862021Assets 2022: $59,284Liabilities 2022: $0Net Assets 2022: $59,2842022Assets 2023: $58,442Liabilities 2023: $0Net Assets 2023: $58,4422023Assets 2024: $60,458Liabilities 2024: $0Net Assets 2024: $60,4582024Assets 2025: $57,758Liabilities 2025: $0Net Assets 2025: $57,7582025

Highlighted filing

2023

Assets$58,442
Liabilities$0
Net Assets$58,442
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $2,146Expenses 2011: $6,415Net Income 2011: -$4,2692011Revenue 2012: $5,164Expenses 2012: $4,418Net Income 2012: $7462012Revenue 2013: $6,419Expenses 2013: $4,439Net Income 2013: $1,9802013Revenue 2014: $2,830Expenses 2014: $4,622Net Income 2014: -$1,7922014Revenue 2015: $2,561Expenses 2015: $4,013Net Income 2015: -$1,4522015Revenue 2019: $2,673Expenses 2019: $6,616Net Income 2019: -$3,9432019Revenue 2020: $3,967Expenses 2020: $5,174Net Income 2020: -$1,2072020Revenue 2021: $3,953Expenses 2021: $5,230Net Income 2021: -$1,2772021Revenue 2022: $2,269Expenses 2022: $5,165Net Income 2022: -$2,8962022Revenue 2023: $4,217Expenses 2023: $5,046Net Income 2023: -$8292023Revenue 2024: $7,116Expenses 2024: $5,083Net Income 2024: $2,0332024Revenue 2025: $2,409Expenses 2025: $5,132Net Income 2025: -$2,7232025

Highlighted filing

2023

Revenue$4,217
Expenses$5,046
Net Income-$829
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Dec 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$1,811-$1,811
Filing and Contact Details

Filer

Filer Name
Sheldon Jeanette T Endowment
EIN
04-6091653
Phone
6177227598
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227598
Signed
2023-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Raw XML Appendix378 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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 185
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
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IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BNY MELLON NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177227415
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt021
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03200
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010 CHANDLER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BOSTON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03959
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0611
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0478
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0133
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0988
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0988
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03959
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01121
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01599
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Amt13
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OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE INCOME TAXES - PRINCIPAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt08
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06177227598
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELDON JEANETTE T ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0046091653
ReturnHeader/Filer/PhoneNum06177227598
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-02-08T13:00:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,442
Liabilities
$0
Net assets
$58,442
Revenue
$4,217
Expenses
$5,046
Net income
-$829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$2.41$5.13$2.72
2024Detailed filing. Detailed filing data is available for this year.$60.5$0.00$60.5$7.12$5.08$2.03
2023Detailed filing. Detailed filing data is available for this year.$58.4$0.00$58.4$4.22$5.05$0.83
2022Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$2.27$5.17$2.90
2021Detailed filing. Detailed filing data is available for this year.$62.2$0.00$62.2$3.95$5.23$1.28
2020Detailed filing. Detailed filing data is available for this year.$63.5$0.00$63.5$3.97$5.17$1.21
2019Summary only. Only limited summary data is available for this year.$64.7$0.00$2.67$6.62$3.94
2015Summary only. Only limited summary data is available for this year.$77.6$0.00$2.56$4.01$1.45
2014Summary only. Only limited summary data is available for this year.$79.1$0.00$2.83$4.62$1.79
2013Summary only. Only limited summary data is available for this year.$80.9$0.00$6.42$4.44$1.98
2012Summary only. Only limited summary data is available for this year.$78.9$0.00$5.16$4.42$0.75
2011Summary only. Only limited summary data is available for this year.$78.2$0.00$2.15$6.42$4.27