Civic Intelligence

Mildred R Montgomery Charitable Trust

990PF • Fiscal year 2018 • EIN 23-7688031

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 12, 2019

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

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$28,419

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

$2,398,727

No earlier filing loaded for comparison.

Net Assets

$2,398,727

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin77th percentile

Revenue

$198,254

No earlier filing loaded for comparison.

Expenses

$153,201

No earlier filing loaded for comparison.

Net Income

$45,053

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2018: $2,398,727Liabilities 2018: $0Net Assets 2018: $2,398,7272018Assets 2020: $2,285,090Liabilities 2020: $0Net Assets 2020: $2,285,0902020Assets 2021: $2,453,786Liabilities 2021: $0Net Assets 2021: $2,453,7862021Assets 2022: $2,425,167Liabilities 2022: $0Net Assets 2022: $2,425,1672022Assets 2023: $2,500,416Liabilities 2023: $0Net Assets 2023: $2,500,4162023Assets 2024: $2,556,223Liabilities 2024: $0Net Assets 2024: $2,556,2232024

Highlighted filing

2018

Assets$2,398,727
Liabilities$0
Net Assets$2,398,727
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KRevenue 2018: $198,254Expenses 2018: $153,201Net Income 2018: $45,0532018Revenue 2020: $100,242Expenses 2020: $161,072Net Income 2020: -$60,8302020Revenue 2021: $346,798Expenses 2021: $177,982Net Income 2021: $168,8162021Revenue 2022: $160,017Expenses 2022: $188,154Net Income 2022: -$28,1372022Revenue 2023: $221,229Expenses 2023: $145,133Net Income 2023: $76,0962023Revenue 2024: $213,877Expenses 2024: $157,990Net Income 2024: $55,8872024

Highlighted filing

2018

Revenue$198,254
Expenses$153,201
Net Income$45,053
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 12, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$28,419-$28,419
Filing and Contact Details

Filer

Filer Name
Montgomery Mildred R - Char Trust
EIN
23-7688031
Phone
2155533643
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155533643
Signed
2019-04-12
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 1,981 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,398,727
Liabilities
$0
Net assets
$2,398,727
Revenue
$198,254
Expenses
$153,201
Net income
$45,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.21$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.22$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.16$0.19$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.35$0.18$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.10$0.16$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.20$0.15$0.05