Civic Intelligence

Segui Bernardo J Res Tr UW

990PF • Fiscal year 2024 • EIN 23-6494765

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 19, 2024

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(215) 553-3643

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$67,662

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

45th percentile

2.6%

Faster asset growth than 45% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

54th percentile

12%

Faster revenue growth than 54% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$6,152,795

Up $155,100 (+2.6%) from 2023

Net Assets

Up

$6,152,795

Up $155,100 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin75th percentile

Revenue

Up

$457,926

Up $50,072 (+12%) from 2023

Expenses

Down

$337,390

Down $37,942 (-10%) from 2023

Net Income

Up

$120,536

Up $88,014 (+271%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $5,067,834Liabilities 2019: $0Net Assets 2019: $5,067,8342019Assets 2020: $4,953,632Liabilities 2020: $0Net Assets 2020: $4,953,6322020Assets 2021: $5,522,494Liabilities 2021: $0Net Assets 2021: $5,522,4942021Assets 2022: $5,994,529Liabilities 2022: $0Net Assets 2022: $5,994,5292022Assets 2023: $5,997,695Liabilities 2023: $0Net Assets 2023: $5,997,6952023Assets 2024: $6,152,795Liabilities 2024: $0Net Assets 2024: $6,152,7952024Assets 2025: $6,095,051Liabilities 2025: $0Net Assets 2025: $6,095,0512025

Highlighted filing

2024

Assets$6,152,795
Liabilities$0
Net Assets$6,152,795
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$1.0M$500K$0-$500KRevenue 2019: $406,368Expenses 2019: $309,930Net Income 2019: $96,4382019Revenue 2020: $208,262Expenses 2020: $321,791Net Income 2020: -$113,5292020Revenue 2021: $871,802Expenses 2021: $303,044Net Income 2021: $568,7582021Revenue 2022: $833,384Expenses 2022: $351,933Net Income 2022: $481,4512022Revenue 2023: $407,854Expenses 2023: $375,332Net Income 2023: $32,5222023Revenue 2024: $457,926Expenses 2024: $337,390Net Income 2024: $120,5362024Revenue 2025: $330,886Expenses 2025: $388,240Net Income 2025: -$57,3542025

Highlighted filing

2024

Revenue$457,926
Expenses$337,390
Net Income$120,536
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 19, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$67,662-$67,662
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCATHOLIC HEALTH CARE SERVICESGENERAL OPERATINGPCPHILADELPHIA, PA, US$132,327
Paid GrantCATHOLIC SOCIAL SERVICESGENERAL OPERATINGPCPHILADELPHIA, PA, US$132,327
Filing and Contact Details

Filer

Filer Name
Segui Bernardo J Res Tr Uw
EIN
23-6494765
Phone
2155533643
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155533643
Signed
2024-09-19
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5070450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51723787107 PIONEER NAT RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5312572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5579466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5702079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5905569M855 BNY MELLON EMERGING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6005587K824 BNYM SEL MGR S/C VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6105588D811 BNYM DIV EMG MKTS-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6205588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6320030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6478409V104 S & P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65882508104 TEXAS INSTRUMENTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6675513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6715135B101 CENTENE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6800287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6916119P108 CHARTER COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7022788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71461202103 INTUIT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72482480100 KLA TENCOR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7455024U109 LUMENTUM HOLDINGS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76816851109 SEMPRA ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7788339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7967066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8089832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81009158106 AIR PRODUCTS AND CHE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83538034109 LIVE NATION INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84464287804 ISHARES TR S & P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8546432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86G46188101 HORIZON THERAPEUTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87464287226 ISHARES BARCLAYS AGG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8809857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8983088M102 SKYWORKS SOLUTIONS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9087234N765 TCW EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9103076C106 AMERIPRISE FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92518439104 ESTEE LAUDER COMPANI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9337045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94302491303 F M C CORP COM NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95367829884 GATEWAY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96828806109 SIMON PPTY GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9702209S103 ALTRIA GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9857636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9988160R101 TESLA MOTORS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10000206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101464288273 ISHARES MSCI EAFE SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102580135101 MC DONALDS CORPORATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103517834107 LAS VEGAS SANDS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10411135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10546434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10726614N102 DUPONT DE NEMOURS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108G1151C101 ACCENTURE PLC IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10905722G100 BAKER HUGHES A GE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110744573106 PUBLIC SERVICE ENTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111571903202 MARRIOTT INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112G7997R103 SEAGATE TECHNOLOGY H
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113013872106 ALCOA UPSTREAM CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114020002101 ALLSTATE CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115032095101 AMPHENOL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116036752103 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11703990B101 ARES MANAGEMENT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119219350105 CORNING INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12025179M103 DEVON ENERGY CORPORA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12129250N105 ENBRIDGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12230231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12335671D857 FREEPORT-MCMORAN COP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125444859102 HUMANA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12758933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129680665205 OLIN CORP COM PAR $1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13068389X105 ORACLE CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13275886F107 REGENERON PHARMACEUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13380105N105 SANOFI-SYNTHELABO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134806857108 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13582509L107 SHOPIFY INC-A W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136845467109 SOUTHWESTERN ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13890138F102 TWILIO INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139G3223R108 EVEREST RE GRP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140G4863A108 INTERNATIONAL GAME T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141001055102 AFLAC INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142009066101 AIRBNB INC-CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14302079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144025537101 AMERICAN ELECTRIC PO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145025816109 AMERICAN EXPRESS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146030420103 AMERICAN WTR WKS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14703073E105 AMERISOURCEBERGEN CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148038222105 APPLIED MATERIALS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149040413106 ARISTA NETWORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150052769106 AUTODESK INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151053015103 AUTOMATIC DATA PROCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152053332102 AUTOZONE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153053484101 AVALONBAY CMNTYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15405464C101 AXON ENTERPRISE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155071813109 BAXTER INTL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15609247X101 BLACKROCK INC CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15709260B382 BLACKROCK STRAT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15809260D107 BLACKSTONE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15911133T103 BROADRIDGE FINL SOLU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16012503M108 CBOE HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161125523100 CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162127387108 CADENCE DESIGN SYS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16314448C104 CARRIER GLOBAL CORP

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,152,795
Liabilities
$0
Net assets
$6,152,795
Revenue
$457,926
Expenses
$337,390
Net income
$120,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.33$0.39$0.06
2024Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.46$0.34$0.12
2023Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.41$0.38$0.03
2022Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.83$0.35$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$0.87$0.30$0.57
2020Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.21$0.32$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.41$0.31$0.10