Civic Intelligence

Mildred R Montgomery Charitable Trust

990PF • Fiscal year 2023 • EIN 23-7688031

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$29,408

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

52nd percentile

3.1%

Faster asset growth than 52% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

38%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,500,416

Up $75,249 (+3.1%) from 2022

Net Assets

Up

$2,500,416

Up $75,249 (+3.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin82nd percentile

Revenue

Up

$221,229

Up $61,212 (+38%) from 2022

Expenses

Down

$145,133

Down $43,021 (-23%) from 2022

Net Income

Up

$76,096

Up $104,233 (+370%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

2023

Assets$2,500,416
Liabilities$0
Net Assets$2,500,416
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

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

2023

Revenue$221,229
Expenses$145,133
Net Income$76,096
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$29,408-$29,408
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
2024-05-08
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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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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Filings

Displayed year

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

Open filing
Assets
$2,500,416
Liabilities
$0
Net assets
$2,500,416
Revenue
$221,229
Expenses
$145,133
Net income
$76,096
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