Civic Intelligence

Ralph and Ruth Heiges Trust

990PF • Fiscal year 2023 • EIN 23-6938789

Jun 01, 2022 to May 31, 2023 • Filed on Aug 25, 2023

Organization Profile
Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185

(412) 236-0307

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$3,653

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 17.9% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

57th percentile

2.5%

Faster asset growth than 57% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

13%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$211,487

Up $5,243 (+2.5%) from 2022

Net Assets

Up

$211,487

Up $5,243 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin79th percentile

Revenue

Up

$20,398

Up $2,372 (+13%) from 2022

Expenses

Down

$15,086

Down $849 (-5.3%) from 2022

Net Income

Up

$5,312

Up $3,221 (+154%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$300K$200K$100K$0Assets 2020: $209,923Liabilities 2020: $0Net Assets 2020: $209,9232020Assets 2021: $204,157Liabilities 2021: $0Net Assets 2021: $204,1572021Assets 2022: $206,244Liabilities 2022: $0Net Assets 2022: $206,2442022Assets 2023: $211,487Liabilities 2023: $0Net Assets 2023: $211,4872023Assets 2024: $201,680Liabilities 2024: $0Net Assets 2024: $201,6802024Assets 2025: $199,413Liabilities 2025: $0Net Assets 2025: $199,4132025

Highlighted filing

2023

Assets$211,487
Liabilities$0
Net Assets$211,487
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

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

$30K$20K$10K$0-$10KRevenue 2020: $16,230Expenses 2020: $14,338Net Income 2020: $1,8922020Revenue 2021: $10,068Expenses 2021: $15,834Net Income 2021: -$5,7662021Revenue 2022: $18,026Expenses 2022: $15,935Net Income 2022: $2,0912022Revenue 2023: $20,398Expenses 2023: $15,086Net Income 2023: $5,3122023Revenue 2024: $4,977Expenses 2024: $14,710Net Income 2024: -$9,7332024Revenue 2025: $12,928Expenses 2025: $15,246Net Income 2025: -$2,3182025

Highlighted filing

2023

Revenue$20,398
Expenses$15,086
Net Income$5,312
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Aug 25, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$3,653-$3,653
Filing and Contact Details

Filer

Filer Name
Heiges Ralph & Ruth Ta
EIN
23-6938789
Phone
4122360307
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122360307
Signed
2023-08-25
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML Appendix288 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06928
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt14443
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-789
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-789
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1312.864 BNY MELLON ASSET ALLOCATION FUND - M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-10-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt016136
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt069
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0211556
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0206244
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0211487
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt010245
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt010498
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0253
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BNY MELLON N A
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01760
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01845
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01418
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01418
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08541
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02327
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01760
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01845
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012572
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02327
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09959
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt07632
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt069
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt0106
TaxesSchedule/TaxesDetail/Amt1216
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04122360307
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEIGES RALPH & RUTH TA
ReturnHeader/Filer/BusinessNameControlTxt0HEIG
ReturnHeader/Filer/EIN0236938789
ReturnHeader/Filer/PhoneNum04122360307
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY MELLON NA - PO 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/PreparationDt02023-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-11T14:01:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02022-06-01
ReturnHeader/TaxPeriodEndDt02023-05-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$211,487
Liabilities
$0
Net assets
$211,487
Revenue
$20,398
Expenses
$15,086
Net income
$5,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.13$0.15$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.05$0.15$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.20$0.15$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.18$0.16$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.16$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.16$0.14$0.02