Civic Intelligence

Spitzer Jacob a UW

990PF • Fiscal year 2023 • EIN 23-6223761

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

$877

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.7% of source-year revenue.

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

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$48,220

Up $1,657 (+3.6%) from 2022

Net Assets

Up

$48,220

Up $1,657 (+3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin82nd percentile

Revenue

Up

$5,250

Up $979 (+23%) from 2022

Expenses

Down

$3,564

Down $658 (-16%) from 2022

Net Income

Up

$1,686

Up $1,637 (+3341%) 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: $46,583Liabilities 2019: $0Net Assets 2019: $46,5832019Assets 2021: $46,514Liabilities 2021: $0Net Assets 2021: $46,5142021Assets 2022: $46,563Liabilities 2022: $0Net Assets 2022: $46,5632022Assets 2023: $48,220Liabilities 2023: $0Net Assets 2023: $48,2202023

Highlighted filing

2023

Assets$48,220
Liabilities$0
Net Assets$48,220
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

$6.0K$4.0K$2.0K$0-$2.0KRevenue 2019: $3,141Expenses 2019: $2,865Net Income 2019: $2762019Revenue 2021: $2,117Expenses 2021: $3,050Net Income 2021: -$9332021Revenue 2022: $4,271Expenses 2022: $4,222Net Income 2022: $492022Revenue 2023: $5,250Expenses 2023: $3,564Net Income 2023: $1,6862023

Highlighted filing

2023

Revenue$5,250
Expenses$3,564
Net Income$1,686
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-$877-$877
Filing and Contact Details

Filer

Filer Name
Spitzer Jacob a Uw
EIN
23-6223761
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 Appendix290 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/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0382
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt027
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt026
TaxesSchedule/TaxesDetail/Amt152
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/BusinessNameLine1Txt0SPITZER JACOB A UW
ReturnHeader/Filer/BusinessNameControlTxt0SPIT
ReturnHeader/Filer/EIN0236223761
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
$48,220
Liabilities
$0
Net assets
$48,220
Revenue
$5,250
Expenses
$3,564
Net income
$1,686
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$5.25$3.56$1.69
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.6$0.00$46.6$4.27$4.22$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.5$0.00$46.5$2.12$3.05$0.93
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.6$0.00$46.6$3.14$2.87$0.28