Civic Intelligence

Meyer Harold F Tr Uagree

990PF • Fiscal year 2024 • EIN 04-6477185

Sep 01, 2023 to Aug 31, 2024 • Filed on Dec 13, 2024

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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

16%

Higher net margin than 66% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$32,356

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

1.7%

Faster asset growth than 45% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

11%

Faster revenue growth than 52% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,661,638

Up $28,447 (+1.7%) from 2023

Net Assets

$1,661,638

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin66th percentile

Revenue

Up

$150,647

Up $14,378 (+11%) from 2023

Expenses

Down

$127,237

Down $4,167 (-3.2%) from 2023

Net Income

Up

$23,410

Up $18,545 (+381%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th 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: $12023Assets 2024: $1,661,638Liabilities 2024: $0Net Assets 2024: $1,661,6382024Assets 2025: $1,547,076Liabilities 2025: $0Net Assets 2025: $1,547,0762025

Highlighted filing

2024

Assets$1,661,638
Liabilities$0
Net Assets$1,661,638
Open 2024 Filing

Operations Trend

Revenue Growth52nd 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 2024: $150,647Expenses 2024: $127,237Net Income 2024: $23,4102024Revenue 2025: $121,383Expenses 2025: $236,305Net Income 2025: -$114,9222025

Highlighted filing

2024

Revenue$150,647
Expenses$127,237
Net Income$23,410
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Dec 13, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$32,356-$32,356
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
2024-12-13
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 AppendixShowing 400 of 2,221 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12005569M764 BNY MELLON NTL INTER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122084670702 BERKSHIRE HATHAWAY I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124219350105 CORNING INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12525179M103 DEVON ENERGY CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12626884L109 EQT CORP COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12830231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12931618H283 FIDELITY ADV INTL SM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139464287465 ISHARES MSCI EAFE IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14464128R608 NEUBERGER BERMAN LON
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146680665205 OLIN CORP COM PAR $1
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14975886F107 REGENERON PHARMACEUT
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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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160G4863A108 INTERNATIONAL GAME T
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180460146103 INTERNATIONAL PAPER
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182464287655 ISHARES RUSSELL 2000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185502431109 L3HARRIS TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186504922105 LABCORP HOLDINGS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18856585A102 MARATHON PETROLEUM C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189651639106 NEWMONT MINING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19066987V109 NOVARTIS AG SPNSRD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191681919106 OMNICOM GROUP INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192718546104 PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt193759916109 REPLIGEN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194776696106 ROPER INDS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19588579Y101 3M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19692338C103 VERALTO CORP-W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19798978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt198G0403H108 AON PLC/IRELAND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt199G25508105 CRH ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200G51502105 JOHNSON CTLS INTL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201G7496G103 RENAISSANCERE HLDGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202G96629103 WILLIS TOWERS WATSON
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,661,638
Liabilities
$0
Net assets
$1,661,638
Revenue
$150,647
Expenses
$127,237
Net income
$23,410
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.$1.66$0.00$1.66$0.15$0.13$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$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