Civic Intelligence

Willard De Forest P Udeed Res Trust

990PF • Fiscal year 2022 • EIN 23-6227943

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 25, 2023

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

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

53rd percentile

7.1%

Higher net margin than 53% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$19,362

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 23.5% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

52nd percentile

0.7%

Faster asset growth than 52% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

49th percentile

4.2%

Faster revenue growth than 49% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$849,225

Up $6,284 (+0.7%) from 2021

Net Assets

Up

$849,225

Up $6,284 (+0.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$82,381

Up $3,322 (+4.2%) from 2021

Expenses

Up

$76,539

Up $14,920 (+24%) from 2021

Net Income

Down

$5,842

Down $11,598 (-67%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2020: $825,501Liabilities 2020: $0Net Assets 2020: $825,5012020Assets 2021: $842,941Liabilities 2021: $0Net Assets 2021: $842,9412021Assets 2022: $849,225Liabilities 2022: $0Net Assets 2022: $849,2252022Assets 2023: $808,848Liabilities 2023: $0Net Assets 2023: $808,8482023Assets 2024: $805,022Liabilities 2024: $0Net Assets 2024: $805,0222024

Highlighted filing

2022

Assets$849,225
Liabilities$0
Net Assets$849,225

Operations Trend

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

$100K$50K$0-$50KRevenue 2020: $36,123Expenses 2020: $56,042Net Income 2020: -$19,9192020Revenue 2021: $79,059Expenses 2021: $61,619Net Income 2021: $17,4402021Revenue 2022: $82,381Expenses 2022: $76,539Net Income 2022: $5,8422022Revenue 2023: $22,915Expenses 2023: $62,769Net Income 2023: -$39,8542023Revenue 2024: $54,546Expenses 2024: $58,384Net Income 2024: -$3,8382024

Highlighted filing

2022

Revenue$82,381
Expenses$76,539
Net Income$5,842
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 25, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$19,362-$19,362
Filing and Contact Details

Filer

Filer Name
Willard De Forest P Udeed Res Trust
EIN
23-6227943
Phone
8888055689
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2023-03-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix302 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/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03407
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029116
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017120
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0586
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0644
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03407
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07359
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063351
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017120
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt029116
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011996
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt078
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0519
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CY PENDING SALES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1ROUNDING
TaxesSchedule/TaxesDetail/Amt0591
TaxesSchedule/TaxesDetail/Amt1980
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/SignatureDt02023-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLARD DE FOREST P UDEED RES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0236227943
ReturnHeader/Filer/PhoneNum08888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-08T11:00:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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