Civic Intelligence

J Clawson Mills Charitable Trust

990PF • Fiscal year 2022 • EIN 13-6079334

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 22, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(212) 922-8036

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

20th percentile

-21%

Higher net margin than 20% of similar nonprofits.

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

Top Officer Pay

59th percentile

$45,781

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

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

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

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

Revenue Growth

10th percentile

-58%

Faster revenue growth than 10% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,875,371

Down $72,830 (-1.5%) from 2021

Net Assets

$4,875,371

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Down

$353,185

Down $493,609 (-58%) from 2021

Expenses

Up

$426,085

Up $60,324 (+16%) from 2021

Net Income

Down

-$72,900

Down $553,933 (-115%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,341,584Liabilities 2011: $02011Assets 2012: $4,266,592Liabilities 2012: $02012Assets 2013: $4,316,480Liabilities 2013: $02013Assets 2014: $4,377,061Liabilities 2014: $02014Assets 2015: $4,415,643Liabilities 2015: $02015Assets 2019: $4,610,812Liabilities 2019: $02019Assets 2020: $4,467,219Liabilities 2020: $0Net Assets 2020: $4,467,2192020Assets 2021: $4,948,201Liabilities 2021: $12021Assets 2022: $4,875,371Liabilities 2022: $0Net Assets 2022: $4,875,3712022Assets 2023: $5,019,014Liabilities 2023: $12023

Highlighted filing

2022

Assets$4,875,371
Liabilities$0
Net Assets$4,875,371
Open 2022 Filing

Operations Trend

Revenue Growth10th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $311,371Expenses 2011: $270,613Net Income 2011: $40,7582011Revenue 2012: $176,773Expenses 2012: $253,348Net Income 2012: -$76,5752012Revenue 2013: $315,942Expenses 2013: $265,656Net Income 2013: $50,2862013Revenue 2014: $359,536Expenses 2014: $299,131Net Income 2014: $60,4052014Revenue 2015: $350,130Expenses 2015: $311,197Net Income 2015: $38,9332015Revenue 2019: $323,740Expenses 2019: $294,275Net Income 2019: $29,4652019Revenue 2020: $200,365Expenses 2020: $343,396Net Income 2020: -$143,0312020Revenue 2021: $846,794Expenses 2021: $365,761Net Income 2021: $481,0332021Revenue 2022: $353,185Expenses 2022: $426,085Net Income 2022: -$72,9002022Revenue 2023: $467,842Expenses 2023: $323,302Net Income 2023: $144,5402023

Highlighted filing

2022

Revenue$353,185
Expenses$426,085
Net Income-$72,900
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 22, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$45,781-$45,781
Filing and Contact Details

Filer

Filer Name
J Clawson Mills Charitable Trust
EIN
13-6079334
Phone
2129228036
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2129228036
Signed
2023-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0160315
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0192870
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0353185
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0353185
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0192870
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt018312
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt027468
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt045781
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0355534
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0355534
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0159944
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0160315
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-72900
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01724758
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,875,371
Liabilities
$0
Net assets
$4,875,371
Revenue
$353,185
Expenses
$426,085
Net income
-$72,900
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.02$0.00$0.47$0.32$0.14
2022Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$0.35$0.43$0.07
2021Summary only. Only limited summary data is available for this year.$4.95$0.00$0.85$0.37$0.48
2020Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.20$0.34$0.14
2019Summary only. Only limited summary data is available for this year.$4.61$0.00$0.32$0.29$0.03
2015Summary only. Only limited summary data is available for this year.$4.42$0.00$0.35$0.31$0.04
2014Summary only. Only limited summary data is available for this year.$4.38$0.00$0.36$0.30$0.06
2013Summary only. Only limited summary data is available for this year.$4.32$0.00$0.32$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$4.27$0.00$0.18$0.25$0.08
2011Summary only. Only limited summary data is available for this year.$4.34$0.00$0.31$0.27$0.04