Civic Intelligence

Bard Robert L & Agnes Cook Bard-Tr

EIN 23-6806099 • Pittsburgh, PA

Bny Mellon Na - 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

53rd percentile

7.1%

Higher net margin than 53% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$48,728

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 20.8% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

11th percentile

-32%

Faster revenue growth than 11% of similar nonprofits.

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

Assets

Up

$3,422,262

Up $14,343 (+0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,422,262

Up $14,343 (+0.4%) from 2024

Revenue

Down

$234,520

Down $111,530 (-32%) from 2024

Expenses

Up

$217,921

Up $23,169 (+12%) from 2024

Net Income

Down

$16,599

Down $134,699 (-89%) from 2024

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,045,564Liabilities 2019: $0Net Assets 2019: $3,045,5642019Assets 2020: $2,969,652Liabilities 2020: $0Net Assets 2020: $2,969,6522020Assets 2021: $3,029,641Liabilities 2021: $0Net Assets 2021: $3,029,6412021Assets 2022: $3,117,473Liabilities 2022: $0Net Assets 2022: $3,117,4732022Assets 2023: $3,228,421Liabilities 2023: $0Net Assets 2023: $3,228,4212023Assets 2024: $3,407,919Liabilities 2024: $0Net Assets 2024: $3,407,9192024Assets 2025: $3,422,262Liabilities 2025: $0Net Assets 2025: $3,422,2622025

Highlighted filing

2025

Assets$3,422,262
Liabilities$0
Net Assets$3,422,262

Operations Trend

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

$400K$200K$0-$200KRevenue 2019: $233,834Expenses 2019: $184,520Net Income 2019: $49,3142019Revenue 2020: $119,873Expenses 2020: $196,114Net Income 2020: -$76,2412020Revenue 2021: $278,035Expenses 2021: $217,837Net Income 2021: $60,1982021Revenue 2022: $316,823Expenses 2022: $226,802Net Income 2022: $90,0212022Revenue 2023: $330,639Expenses 2023: $191,718Net Income 2023: $138,9212023Revenue 2024: $346,050Expenses 2024: $194,752Net Income 2024: $151,2982024Revenue 2025: $234,520Expenses 2025: $217,921Net Income 2025: $16,5992025

Highlighted filing

2025

Revenue$234,520
Expenses$217,921
Net Income$16,599

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 16, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$48,728-$48,728
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAMPHILL VILLAGE KIMBERTON HILLSGENERAL OPERATING PURPOSESPCKIMBERTON, PA, US$12,000
Paid GrantROYERSFORD FREE PUBLIC LIBRARYGENERAL OPERATINGPCROYERSFORD, PA, US$11,000
Paid GrantOPEN HEARTH INCGENERAL OPERATINGPCPHOENIXVILLE, PA, US$10,000
Paid GrantSPRINGFORD AREA HISTORICAL SOCIETYGENERAL OPERATINGPCROYERSFORD, PA, US$10,000
Paid GrantUNIVERSITY OF PENNSYLVANIA MUSEUMGENERAL OPERATINGPCPHILADELPHIA, PA, US$10,000
Paid GrantPHOENIXVILLE AREA SENIOR CENTERGENERAL OPERATINGPCPHOENIXVILLE, PA, US$10,000
Paid GrantMEALS ON WHEELS OF CHESTER COUNTYGENERAL OPERATINGPCWEST CHESTER, PA, US$10,000
Paid GrantORION COMMUNITIESGENERAL OPERATINGPCPHOENIXVILLE, PA, US$10,000
Paid GrantPROJECT OUTREACHGENERAL OPERATINGPCROYERSFORD, PA, US$10,000
Paid GrantCITIZEN ADVOCACY OF CHESTER COUNTYGENERAL OPERATINGPCPHOENIXVILLE, PA, US$9,000
Paid GrantBRUSH WITH THE LAWGENERAL OPERATINGPCNORTH WALES, PA, US$9,000
Paid GrantCOMMUNITY MUSIC SCHOOLGENERAL OPERATINGPCTRAPPE, PA, US$9,000
Paid GrantTRELLIS FOR TOMORROWGENERAL OPERATINGPCPHOENIXVILLE, PA, US$8,000
Paid GrantMUSICOPIAGENERAL OPERATINGPCWAYNE, PA, US$8,000
Paid GrantSAINT VINCENT DE PAUL SOCIETYGENERAL OPERATINGPCROYERSFORD, PA, US$7,500
Paid GrantAMERICA RESPONDS WITH LOVEGENERAL OPERATINGPCVALLEY FORGE, PA, US$5,000
Paid GrantHEALTH CARE ACCESSGENERAL OPERATINGPCPHOENIXVILLE, PA, US$5,000
Paid GrantRSVP OF MONTGOMERY COUNTYGENERAL OPERATINGPCBLUE BELL, PA, US$5,000
Paid GrantELMWOOD PARK ZOOGENERAL OPERATINGPCNORRISTOWN, PA, US$5,000
Filing and Contact Details

Filer

Filer Name
Bard Robert L & Agnes Cook Bard-tr
EIN
23-6806099
Phone
2155532389
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155532389
Signed
2025-09-16
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 AppendixShowing 400 of 5,630 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/CategoryOrItemTxt12342809H107 HESS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12545866F104 INTERCONTINENTALEXCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126464287507 ISHARES TR S&P MIDCA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127478160104 JOHNSON & JOHNSON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12857636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12959156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13060937P106 MONGODB INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131617446448 MORGAN STANLEY DEAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13264122Q705 NEUBERGER BERMAN INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13371424F105 PERMIAN RESOURCES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13581762P102 SERVICENOW INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13682509L107 SHOPIFY INC-A W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137871607107 SYNOPSYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138962166104 WEYERHAEUSER CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140L8681T102 SPOTIFY TECHNOLOGY S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141V7780T103 ROYAL CARIBBEAN CRUI
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