Civic Intelligence

Ward John M E Ud 92829

990PF • Fiscal year 2022 • EIN 23-6228044

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 14, 2022

Organization Profile
Bny Mellon Na - 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

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

62nd percentile

12%

Higher net margin than 62% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$7,278

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 26.3% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

54th percentile

1.1%

Faster asset growth than 54% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

47%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$313,937

Up $3,414 (+1.1%) from 2021

Net Assets

Up

$313,937

Up $3,414 (+1.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

Up

$27,708

Up $8,801 (+47%) from 2021

Expenses

Down

$24,280

Down $4,524 (-16%) from 2021

Net Income

Up

$3,428

Up $13,325 (+135%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2019: $321,434Liabilities 2019: $0Net Assets 2019: $321,4342019Assets 2020: $320,419Liabilities 2020: $0Net Assets 2020: $320,4192020Assets 2021: $310,523Liabilities 2021: $0Net Assets 2021: $310,5232021Assets 2022: $313,937Liabilities 2022: $0Net Assets 2022: $313,9372022Assets 2023: $323,590Liabilities 2023: $0Net Assets 2023: $323,5902023Assets 2024: $312,843Liabilities 2024: $0Net Assets 2024: $312,8432024Assets 2025: $314,797Liabilities 2025: $0Net Assets 2025: $314,7972025

Highlighted filing

2022

Assets$313,937
Liabilities$0
Net Assets$313,937
Open 2022 Filing

Operations Trend

Revenue Growth74th percentile

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

$40K$20K$0-$20KRevenue 2019: $21,597Expenses 2019: $20,153Net Income 2019: $1,4442019Revenue 2020: $25,973Expenses 2020: $26,988Net Income 2020: -$1,0152020Revenue 2021: $18,907Expenses 2021: $28,804Net Income 2021: -$9,8972021Revenue 2022: $27,708Expenses 2022: $24,280Net Income 2022: $3,4282022Revenue 2023: $32,844Expenses 2023: $23,025Net Income 2023: $9,8192023Revenue 2024: $12,296Expenses 2024: $23,016Net Income 2024: -$10,7202024Revenue 2025: $25,432Expenses 2025: $23,527Net Income 2025: $1,9052025

Highlighted filing

2022

Revenue$27,708
Expenses$24,280
Net Income$3,428
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 14, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$7,278-$7,278
Filing and Contact Details

Filer

Filer Name
Ward John M E Ud 92829
EIN
23-6228044
Phone
8888055689
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2022-09-14
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix277 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105569M657 BNY MELLON ASSET ALL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt015721
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1329947
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt061
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0313951
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt019824
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt019824
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt019824
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt020148
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0324
IRS990PF/DistributableAmountGrp/TotalTaxAmt0324
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0395942
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03128
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt014
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt0202
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARD JOHN M E UD 92829
ReturnHeader/Filer/BusinessNameControlTxt0WARD
ReturnHeader/Filer/EIN0236228044
ReturnHeader/Filer/PhoneNum08888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY MELLON NA - PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
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/PreparationDt02022-09-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-07T14:00:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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Filings

Displayed year

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

Open filing
Assets
$313,937
Liabilities
$0
Net assets
$313,937
Revenue
$27,708
Expenses
$24,280
Net income
$3,428
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.25$0.24$0.02
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.12$0.23$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.33$0.23$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.28$0.24$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.19$0.29$0.10
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.00$3.20$0.26$0.27$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.22$0.20$0.01