Civic Intelligence

Illman George & Anna Res Fd UW Ami

EIN 23-6502195 • 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

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

17th percentile

-21%

Higher net margin than 17% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$40,830

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 29.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.4%

Faster asset growth than 33% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

90th percentile

142%

Faster revenue growth than 90% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Down

$2,052,774

Down $28,238 (-1.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,052,774

Down $28,238 (-1.4%) from 2024

Revenue

Up

$138,454

Up $81,284 (+142%) from 2024

Expenses

Up

$166,922

Up $18,949 (+13%) from 2024

Net Income

Up

-$28,468

Up $62,335 (+69%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,054,047Liabilities 2021: $0Net Assets 2021: $2,054,0472021Assets 2022: $2,076,661Liabilities 2022: $0Net Assets 2022: $2,076,6612022Assets 2023: $2,171,853Liabilities 2023: $0Net Assets 2023: $2,171,8532023Assets 2024: $2,081,012Liabilities 2024: $0Net Assets 2024: $2,081,0122024Assets 2025: $2,052,774Liabilities 2025: $0Net Assets 2025: $2,052,7742025

Highlighted filing

2025

Assets$2,052,774
Liabilities$0
Net Assets$2,052,774

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $93,391Expenses 2021: $126,759Net Income 2021: -$33,3682021Revenue 2022: $193,002Expenses 2022: $170,374Net Income 2022: $22,6282022Revenue 2023: $218,121Expenses 2023: $121,687Net Income 2023: $96,4342023Revenue 2024: $57,170Expenses 2024: $147,973Net Income 2024: -$90,8032024Revenue 2025: $138,454Expenses 2025: $166,922Net Income 2025: -$28,4682025

Highlighted filing

2025

Revenue$138,454
Expenses$166,922
Net Income-$28,468

Filings

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$40,830-$40,830
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTEMPLE UNIVERSITYGENERAL OPERATINGPCPHILA, PA, US$126,092
Filing and Contact Details

Filer

Filer Name
Illman George & Anna Res Fd Uw Ami
EIN
23-6502195
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 Appendix278 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/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01677
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0230
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/BusinessNameLine1Txt0ILLMAN GEORGE & ANNA RES FD UW AMI
ReturnHeader/Filer/BusinessNameControlTxt0ILLM
ReturnHeader/Filer/EIN0236502195
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/ReturnTs02025-11-10T10:01:34-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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