Civic Intelligence

The Mertz Charitable Trust Ua #745176

EIN 13-3206669 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

99th percentile

111%

Higher net margin than 99% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$4,198

Higher top officer pay than 85% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

14th percentile

-89%

Faster asset growth than 14% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$321,025

Down $2,591,117 (-89%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$321,025

Down $2,591,117 (-89%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Down

-$2,343,320

Down $656,121 (-39%) from 2024

Expenses

Up

$249,021

Up $218,419 (+714%) from 2024

Net Income

Down

-$2,592,341

Down $874,540 (-51%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2012: $6,179,378Liabilities 2012: $02012Assets 2013: $6,893,155Liabilities 2013: $02013Assets 2014: $6,891,757Liabilities 2014: $02014Assets 2015: $7,512,178Liabilities 2015: $02015Assets 2016: $8,093,991Liabilities 2016: $02016Assets 2019: $8,171,353Liabilities 2019: $02019Assets 2020: $7,334,321Liabilities 2020: $02020Assets 2021: $6,691,614Liabilities 2021: $0Net Assets 2021: $6,691,6142021Assets 2022: $6,740,471Liabilities 2022: $0Net Assets 2022: $6,740,4712022Assets 2023: $4,631,574Liabilities 2023: $0Net Assets 2023: $4,631,5742023Assets 2024: $2,912,142Liabilities 2024: $0Net Assets 2024: $2,912,1422024Assets 2025: $321,025Liabilities 2025: $0Net Assets 2025: $321,0252025

Highlighted filing

2025

Assets$321,025
Liabilities$0
Net Assets$321,025
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$0-$2.0M-$4.0MRevenue 2012: $734,955Expenses 2012: $978,234Net Income 2012: -$243,2792012Revenue 2013: $1,544,673Expenses 2013: $830,896Net Income 2013: $713,7772013Revenue 2014: $1,538,311Expenses 2014: $1,539,714Net Income 2014: -$1,4032014Revenue 2015: $1,720,558Expenses 2015: $1,100,137Net Income 2015: $620,4212015Revenue 2016: $1,958,574Expenses 2016: $1,376,761Net Income 2016: $581,8132016Revenue 2019: $1,424,906Expenses 2019: $1,171,541Net Income 2019: $253,3652019Revenue 2020: $746,347Expenses 2020: $1,588,891Net Income 2020: -$842,5442020Revenue 2021: $180,463Expenses 2021: $806,200Net Income 2021: -$625,7372021Revenue 2022: $874,255Expenses 2022: $823,713Net Income 2022: $50,5422022Revenue 2023: -$1,647,800Expenses 2023: $450,163Net Income 2023: -$2,097,9632023Revenue 2024: -$1,687,199Expenses 2024: $30,602Net Income 2024: -$1,717,8012024Revenue 2025: -$2,343,320Expenses 2025: $249,021Net Income 2025: -$2,592,3412025

Highlighted filing

2025

Revenue-$2,343,320
Expenses$249,021
Net Income-$2,592,341
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$321,025
Liabilities
$0
Net assets
$321,025
Revenue
-$2,343,320
Expenses
$249,021
Net income
-$2,592,341
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$2.34$0.25$2.59
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$1.69$0.03$1.72
2023Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$1.65$0.45$2.10
2022Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.87$0.82$0.05
2021Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.18$0.81$0.63
2020Summary only. Only limited summary data is available for this year.$7.33$0.00$0.75$1.59$0.84
2019Summary only. Only limited summary data is available for this year.$8.17$0.00$1.42$1.17$0.25
2016Summary only. Only limited summary data is available for this year.$8.09$0.00$1.96$1.38$0.58
2015Summary only. Only limited summary data is available for this year.$7.51$0.00$1.72$1.10$0.62
2014Summary only. Only limited summary data is available for this year.$6.89$0.00$1.54$1.54$0.00
2013Summary only. Only limited summary data is available for this year.$6.89$0.00$1.54$0.83$0.71
2012Summary only. Only limited summary data is available for this year.$6.18$0.00$0.73$0.98$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Feb 1, 2024 to Jan 31, 2025
Signed
Jun 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$4,198-$4,198
Filing and Contact Details

Filer

Filer Name
THE MERTZ CHARITABLE TRUST UA #745176
EIN
13-3206669
Phone
2129228935
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2129228935
Signed
2025-06-10
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 Appendix308 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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0109954
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109954
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0233500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0330911
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt091975
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0233500
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05436
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0201929
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt091975
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0330911
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0238936
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE/TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FROM PARTNERSHIP/S-CORP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2NON DEDUCTABLE EXPENSE FROM PA
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt137090
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01712
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt23825
OtherIncomeSchedule2/OtherIncomeDetail/Desc0STATE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1FROM PARTNERSHIP/S-CORP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt129716
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0380
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-2383690
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01224
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt01092
TaxesSchedule/TaxesDetail/Amt11104
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02129228935
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MERTZ CHARITABLE TRUST UA #745176
ReturnHeader/Filer/BusinessNameControlTxt0THEM
ReturnHeader/Filer/EIN0133206669
ReturnHeader/Filer/PhoneNum02129228935
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/PreparationDt02025-06-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-06-10T15:01:21-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-02-01
ReturnHeader/TaxPeriodEndDt02025-01-31
ReturnHeader/TaxYr02024

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