Civic Intelligence

Schaefer Bertha B UW

EIN 23-6293005 • Pittsburgh, PA

PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

30th percentile

-13%

Higher net margin than 30% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$2,472

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 31.1% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

53rd percentile

-0.9%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

104%

Faster revenue growth than 90% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$113,935

Down $994 (-0.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$113,935

Down $994 (-0.9%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin30th percentile

Revenue

Up

$7,954

Up $4,059 (+104%) from 2024

Expenses

Down

$8,962

Down $10 (-0.1%) from 2024

Net Income

Up

-$1,008

Up $4,069 (+80%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2019: $117,381Liabilities 2019: $0Net Assets 2019: $117,3812019Assets 2020: $118,880Liabilities 2020: $0Net Assets 2020: $118,8802020Assets 2021: $115,667Liabilities 2021: $0Net Assets 2021: $115,6672021Assets 2022: $116,445Liabilities 2022: $0Net Assets 2022: $116,4452022Assets 2023: $120,014Liabilities 2023: $0Net Assets 2023: $120,0142023Assets 2024: $114,929Liabilities 2024: $0Net Assets 2024: $114,9292024Assets 2025: $113,935Liabilities 2025: $0Net Assets 2025: $113,9352025

Highlighted filing

2025

Assets$113,935
Liabilities$0
Net Assets$113,935
Open 2025 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0-$5.0K-$10KRevenue 2019: $7,912Expenses 2019: $7,388Net Income 2019: $5242019Revenue 2020: $10,561Expenses 2020: $9,062Net Income 2020: $1,4992020Revenue 2021: $5,919Expenses 2021: $9,132Net Income 2021: -$3,2132021Revenue 2022: $10,159Expenses 2022: $9,375Net Income 2022: $7842022Revenue 2023: $12,536Expenses 2023: $8,898Net Income 2023: $3,6382023Revenue 2024: $3,895Expenses 2024: $8,972Net Income 2024: -$5,0772024Revenue 2025: $7,954Expenses 2025: $8,962Net Income 2025: -$1,0082025

Highlighted filing

2025

Revenue$7,954
Expenses$8,962
Net Income-$1,008
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,935
Liabilities
$0
Net assets
$113,935
Revenue
$7,954
Expenses
$8,962
Net income
-$1,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.09$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.04$0.09$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.13$0.09$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.10$0.09$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.06$0.09$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.11$0.09$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.08$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 21, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$2,472-$2,472
Filing and Contact Details

Filer

Filer Name
Schaefer Bertha B Uw
EIN
23-6293005
Phone
8888055689
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2025-10-21
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 Appendix280 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.

Path#Value
ExplnOfNonFilingWithAGStmt/ExplanationTxt0THE NEW JERSEY OFFICE OF THE ATTORNEY GENERAL HAS INDICATED THAT NO FORMS 990-PF SHOULD BE FILED WITH THE STATE UNLESS A CHARITABLE ORGANIZATION HAS PRE-REGISTERED WITH THE OFFICE. ALTHOUGH THE SITUS OF THIS TRUST IS NEW JERSEY, IT DOES NOT SOLICIT CONTRIBUTIONS FROM THE PUBLIC AND THEREFORE IT DOES NOT MEET THE REGISTRATION REQUIREMENTS OF THE STATE OF NEW JERSEY. AS A RESULT, THE TRUST DOES NOT FURNISH A COPY OF ITS FORM 990-PF TO THE STATE.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0111436
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt13273
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0833
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0291.966 BNY MELLON ASSET ALLOCATION FUND - M
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt015
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt07116
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt07116
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt089
IRS990PF/DistributableAmountGrp/TotalTaxAmt089
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01072
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0356
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0468
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01184
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02991
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0363
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0732
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01072
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0356
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0468
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07479
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0363
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04175
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03812
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt085
OtherIncreasesSchedule/OtherIncreasesDetail/Amt015
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCHAEFER BERTHA B UW
ReturnHeader/Filer/BusinessNameControlTxt0SCHA
ReturnHeader/Filer/EIN0236293005
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/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T10:01:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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