Civic Intelligence

Frederick a Bailey Trust UW

990PF • Fiscal year 2022 • EIN 04-6185933

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

64%

Higher net margin than 90% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$28,344

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 24.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

65th percentile

5.1%

Faster asset growth than 65% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,493,115

Up $72,843 (+5.1%) from 2021

Net Assets

Up

$1,493,115

Up $72,843 (+5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin90th percentile

Revenue

Down

$113,682

Down $30,340 (-21%) from 2021

Expenses

Down

$40,656

Down $66,715 (-62%) from 2021

Net Income

Up

$73,026

Up $36,375 (+99%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $1,443,891Liabilities 2012: $02012Assets 2013: $1,440,643Liabilities 2013: $02013Assets 2014: $1,525,005Liabilities 2014: $02014Assets 2015: $1,525,037Liabilities 2015: $02015Assets 2016: $1,480,970Liabilities 2016: $02016Assets 2019: $1,399,364Liabilities 2019: $0Net Assets 2019: $1,399,3642019Assets 2020: $1,383,620Liabilities 2020: $0Net Assets 2020: $1,383,6202020Assets 2021: $1,420,272Liabilities 2021: $0Net Assets 2021: $1,420,2722021Assets 2022: $1,493,115Liabilities 2022: $0Net Assets 2022: $1,493,1152022Assets 2023: $1,298,533Liabilities 2023: $0Net Assets 2023: $1,298,5332023Assets 2024: $1,262,682Liabilities 2024: $0Net Assets 2024: $1,262,6822024Assets 2025: $1,227,961Liabilities 2025: $0Net Assets 2025: $1,227,9612025

Highlighted filing

2022

Assets$1,493,115
Liabilities$0
Net Assets$1,493,115
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $5,002Expenses 2012: $102,736Net Income 2012: -$97,7342012Revenue 2013: $94,381Expenses 2013: $97,835Net Income 2013: -$3,4542013Revenue 2014: $187,178Expenses 2014: $102,816Net Income 2014: $84,3622014Revenue 2015: $106,355Expenses 2015: $106,323Net Income 2015: $322015Revenue 2016: $51,139Expenses 2016: $95,206Net Income 2016: -$44,0672016Revenue 2019: $110,242Expenses 2019: $105,404Net Income 2019: $4,8382019Revenue 2020: $88,050Expenses 2020: $103,794Net Income 2020: -$15,7442020Revenue 2021: $144,022Expenses 2021: $107,371Net Income 2021: $36,6512021Revenue 2022: $113,682Expenses 2022: $40,656Net Income 2022: $73,0262022Revenue 2023: -$2,745Expenses 2023: $192,132Net Income 2023: -$194,8772023Revenue 2024: $74,783Expenses 2024: $110,556Net Income 2024: -$35,7732024Revenue 2025: $78,162Expenses 2025: $112,948Net Income 2025: -$34,7862025

Highlighted filing

2022

Revenue$113,682
Expenses$40,656
Net Income$73,026
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 Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$28,344-$28,344
RONALD GARMEYCo-Trustee-$4,469-$4,469
WILLIAM CORNISHCo-Trustee-$4,469-$4,469
Filing and Contact Details

Filer

Filer Name
Bailey Frederick a Tr Uwill
EIN
04-6185933
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 Appendix323 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/DistributableAsAdjustedAmt078315
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE INCOME TAXES - PRINCIPAL
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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/BusinessNameLine1Txt0BAILEY FREDERICK A TR UWILL
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
ReturnHeader/Filer/EIN0046185933
ReturnHeader/Filer/PhoneNum06177227626
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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/ReturnTs02023-01-13T19:00:27-06:00
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
$1,493,115
Liabilities
$0
Net assets
$1,493,115
Revenue
$113,682
Expenses
$40,656
Net income
$73,026
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.08$0.11$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.11$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.00$0.19$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.11$0.04$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.14$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.10$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.11$0.11$0.00
2016Summary only. Only limited summary data is available for this year.$1.48$0.00$0.05$0.10$0.04
2015Summary only. Only limited summary data is available for this year.$1.53$0.00$0.11$0.11$0.00
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$0.19$0.10$0.08
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$0.09$0.10$0.00
2012Summary only. Only limited summary data is available for this year.$1.44$0.00$0.01$0.10$0.10