Civic Intelligence

Phyllis L Reed Trust

990PF • Fiscal year 2023 • EIN 13-6893488

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 08, 2024

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(914) 289-3037

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

40th percentile

0.00x

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

2023 filings • $500k-$1M nonprofits • Source year 2023

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

4.6%

Faster asset growth than 58% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

275%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets40th percentile

Assets

Flat

$885,433

Flat from 2023

Net Assets

$885,433

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin98th percentile

Revenue

Flat

$40,640

Flat from 2023

Expenses

Flat

$602

Flat from 2023

Net Income

Flat

$40,038

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,003,397Liabilities 2011: $02011Assets 2012: $2,037,687Liabilities 2012: $02012Assets 2013: $1,972,272Liabilities 2013: $02013Assets 2014: $1,934,707Liabilities 2014: $02014Assets 2015: $1,897,484Liabilities 2015: $02015Assets 2019: $1,948,417Liabilities 2019: $02019Assets 2020: $1,888,719Liabilities 2020: $0Net Assets 2020: $1,888,7192020Assets 2021: $1,711,752Liabilities 2021: $0Net Assets 2021: $1,711,7522021Assets 2022: $846,679Liabilities 2022: $0Net Assets 2022: $846,6792022Assets 2023: $885,433Liabilities 2023: $0Net Assets 2023: $885,4332023Assets 2023: $885,433Liabilities 2023: $12023

Highlighted filing

2023

Assets$885,433
Liabilities$0
Net Assets$885,433
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $124,013Expenses 2011: $0Net Income 2011: $124,0132011Revenue 2012: $201,257Expenses 2012: $166,967Net Income 2012: $34,2902012Revenue 2013: $108,599Expenses 2013: $173,922Net Income 2013: -$65,3232013Revenue 2014: $134,235Expenses 2014: $170,727Net Income 2014: -$36,4922014Revenue 2015: $135,216Expenses 2015: $170,479Net Income 2015: -$35,2632015Revenue 2019: $130,386Expenses 2019: $178,034Net Income 2019: -$47,6482019Revenue 2020: $116,640Expenses 2020: $174,067Net Income 2020: -$57,4272020Revenue 2021: $1,676,346Expenses 2021: $1,854,181Net Income 2021: -$177,8352021Revenue 2022: $10,829Expenses 2022: $873,384Net Income 2022: -$862,5552022Revenue 2023: $40,640Expenses 2023: $602Net Income 2023: $40,0382023Revenue 2023: $40,640Expenses 2023: $602Net Income 2023: $40,0382023

Highlighted filing

2023

Revenue$40,640
Expenses$602
Net Income$40,038
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDMOND V'LEDONNECo-Trustee-$0--
BNY MELLON N ACo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis L Reed Trust
EIN
13-6893488
Phone
9142893037
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
9142893037
Signed
2024-04-08
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 Appendix253 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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ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$885,433
Liabilities
$0
Net assets
$885,433
Revenue
$40,640
Expenses
$602
Net income
$40,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.00$0.04
2023Summary only. Only limited summary data is available for this year.$0.89$0.00$0.04$0.00$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.85$0.00$0.85$0.01$0.87$0.86
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.68$1.85$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.12$0.17$0.06
2019Summary only. Only limited summary data is available for this year.$1.95$0.00$0.13$0.18$0.05
2015Summary only. Only limited summary data is available for this year.$1.90$0.00$0.14$0.17$0.04
2014Summary only. Only limited summary data is available for this year.$1.93$0.00$0.13$0.17$0.04
2013Summary only. Only limited summary data is available for this year.$1.97$0.00$0.11$0.17$0.07
2012Summary only. Only limited summary data is available for this year.$2.04$0.00$0.20$0.17$0.03
2011Summary only. Only limited summary data is available for this year.$2.00$0.00$0.12$0.00$0.12