Civic Intelligence

Wilson Annie M Trust UW

990PF • Fiscal year 2023 • EIN 23-6223479

Jul 01, 2022 to Jun 30, 2023 • Filed on Sep 19, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(888) 805-5689

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,053

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

58th percentile

3.3%

Faster asset growth than 58% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

67th percentile

21%

Faster revenue growth than 67% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$57,843

Up $1,870 (+3.3%) from 2022

Net Assets

Up

$57,843

Up $1,870 (+3.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin82nd percentile

Revenue

Up

$5,987

Up $1,026 (+21%) from 2022

Expenses

Down

$4,083

Down $66 (-1.6%) from 2022

Net Income

Up

$1,904

Up $1,092 (+134%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60K$40K$20K$0Assets 2019: $55,555Liabilities 2019: $0Net Assets 2019: $55,5552019Assets 2021: $55,164Liabilities 2021: $0Net Assets 2021: $55,1642021Assets 2022: $55,973Liabilities 2022: $0Net Assets 2022: $55,9732022Assets 2023: $57,843Liabilities 2023: $0Net Assets 2023: $57,8432023Assets 2024: $55,251Liabilities 2024: $0Net Assets 2024: $55,2512024Assets 2025: $54,818Liabilities 2025: $0Net Assets 2025: $54,8182025

Highlighted filing

2023

Assets$57,843
Liabilities$0
Net Assets$57,843
Open 2023 Filing

Operations Trend

Revenue Growth67th percentile

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

$10K$5.0K$0-$5.0KRevenue 2019: $3,674Expenses 2019: $3,218Net Income 2019: $4562019Revenue 2021: $2,738Expenses 2021: $3,810Net Income 2021: -$1,0722021Revenue 2022: $4,961Expenses 2022: $4,149Net Income 2022: $8122022Revenue 2023: $5,987Expenses 2023: $4,083Net Income 2023: $1,9042023Revenue 2024: $1,561Expenses 2024: $4,152Net Income 2024: -$2,5912024Revenue 2025: $3,704Expenses 2025: $4,143Net Income 2025: -$4392025

Highlighted filing

2023

Revenue$5,987
Expenses$4,083
Net Income$1,904
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$1,053-$1,053
Filing and Contact Details

Filer

Filer Name
Wilson Annie M Trust Uw
EIN
23-6223479
Phone
8888055689
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2023-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix279 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/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt060
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt034
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt160
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILSON ANNIE M TRUST UW
ReturnHeader/Filer/BusinessNameControlTxt0WILS
ReturnHeader/Filer/EIN0236223479
ReturnHeader/Filer/PhoneNum08888055689
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/PreparationDt02023-09-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-09T14:00:36-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$57,843
Liabilities
$0
Net assets
$57,843
Revenue
$5,987
Expenses
$4,083
Net income
$1,904
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$54.8$0.00$54.8$3.70$4.14$0.44
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.3$0.00$55.3$1.56$4.15$2.59
2023Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$5.99$4.08$1.90
2022Detailed filing. Detailed filing data is available for this year.$56.0$0.00$56.0$4.96$4.15$0.81
2021Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$2.74$3.81$1.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.6$0.00$55.6$3.67$3.22$0.46