Civic Intelligence

Meyer Harold F Tr Uagree

990PF • Fiscal year 2023 • EIN 04-6477185

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 11, 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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

51st percentile

3.6%

Higher net margin than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$31,535

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 23.1% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-23%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,633,191

Down $2,140 (-0.1%) from 2022

Net Assets

Down

$1,633,191

Down $2,140 (-0.1%) from 2022

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin51st percentile

Revenue

Down

$136,269

Down $39,925 (-23%) from 2022

Expenses

Down

$131,404

Down $6,115 (-4.4%) from 2022

Net Income

Down

$4,865

Down $33,810 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,719,648Liabilities 2011: $02011Assets 2012: $1,688,565Liabilities 2012: $02012Assets 2013: $1,709,626Liabilities 2013: $02013Assets 2014: $1,709,189Liabilities 2014: $02014Assets 2015: $1,740,306Liabilities 2015: $02015Assets 2016: $1,686,166Liabilities 2016: $02016Assets 2019: $1,593,578Liabilities 2019: $1Net Assets 2019: $1,593,5782019Assets 2020: $1,550,913Liabilities 2020: $1Net Assets 2020: $1,550,9132020Assets 2021: $1,596,006Liabilities 2021: $0Net Assets 2021: $1,596,0062021Assets 2022: $1,635,331Liabilities 2022: $1Net Assets 2022: $1,635,3312022Assets 2023: $1,633,191Liabilities 2023: $0Net Assets 2023: $1,633,1912023Assets 2025: $1,547,076Liabilities 2025: $0Net Assets 2025: $1,547,0762025

Highlighted filing

2023

Assets$1,633,191
Liabilities$0
Net Assets$1,633,191
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $73,258Expenses 2011: $154,269Net Income 2011: -$81,0112011Revenue 2012: $70,758Expenses 2012: $119,944Net Income 2012: -$49,1862012Revenue 2013: $145,532Expenses 2013: $124,565Net Income 2013: $20,9672013Revenue 2014: $133,666Expenses 2014: $133,693Net Income 2014: -$272014Revenue 2015: $155,297Expenses 2015: $155,846Net Income 2015: -$5492015Revenue 2016: $74,023Expenses 2016: $127,949Net Income 2016: -$53,9262016Revenue 2019: $111,977Expenses 2019: $126,094Net Income 2019: -$14,1172019Revenue 2020: $80,695Expenses 2020: $119,907Net Income 2020: -$39,2122020Revenue 2021: $172,778Expenses 2021: $131,005Net Income 2021: $41,7732021Revenue 2022: $176,194Expenses 2022: $137,519Net Income 2022: $38,6752022Revenue 2023: $136,269Expenses 2023: $131,404Net Income 2023: $4,8652023Revenue 2025: $121,383Expenses 2025: $236,305Net Income 2025: -$114,9222025

Highlighted filing

2023

Revenue$136,269
Expenses$131,404
Net Income$4,865
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$31,535-$31,535
Filing and Contact Details

Filer

Filer Name
Meyer Harold F Tr Uagree
EIN
04-6477185
Phone
6177227598
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177227598
Signed
2023-12-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12525179M103 DEVON ENERGY CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12626884L109 EQT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12729250N105 ENBRIDGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12830231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12931618H283 FIDELITY ADV INTL SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13035671D857 FREEPORT-MCMORAN COP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13242809H107 HESS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133443573100 HUBSPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134444859102 HUMANA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135452327109 ILLUMINA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13646120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137464287200 ISHARES S&P 500 INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138464287457 ISHARES 1-3 YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139464287465 ISHARES MSCI EAFE IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14046434G764 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14258933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145674599105 OCCIDENTAL PETROLEUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146680665205 OLIN CORP COM PAR $1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14768389X105 ORACLE CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14870614W100 PELOTON INTERACTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14975886F107 REGENERON PHARMACEUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15080105N105 SANOFI-SYNTHELABO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151803607100 SAREPTA THERAPEUTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152806857108 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15382509L107 SHOPIFY INC-A W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154845467109 SOUTHWESTERN ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15690138F102 TWILIO INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15790353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15892206C730 VANGUARD RUSSELL 100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159G3223R108 EVEREST RE GRP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160G4863A108 INTERNATIONAL GAME T
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,633,191
Liabilities
$0
Net assets
$1,633,191
Revenue
$136,269
Expenses
$131,404
Net income
$4,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.12$0.24$0.11
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.14$0.13$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.00$1.64$0.18$0.14$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.17$0.13$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$0.08$0.12$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.11$0.13$0.01
2016Summary only. Only limited summary data is available for this year.$1.69$0.00$0.07$0.13$0.05
2015Summary only. Only limited summary data is available for this year.$1.74$0.00$0.16$0.16$0.00
2014Summary only. Only limited summary data is available for this year.$1.71$0.00$0.13$0.13$0.00
2013Summary only. Only limited summary data is available for this year.$1.71$0.00$0.15$0.12$0.02
2012Summary only. Only limited summary data is available for this year.$1.69$0.00$0.07$0.12$0.05
2011Summary only. Only limited summary data is available for this year.$1.72$0.00$0.07$0.15$0.08