Civic Intelligence

Herbert G Feldman Charitable Foundation

990PF • Fiscal year 2021 • EIN 25-1832024

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 04, 2022

Organization Profile
149 Linnview AvenuePittsburgh, PA 15210-3717

(412) 995-1769

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

65th percentile

25%

Higher net margin than 65% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$10,598

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

37th percentile

2.6%

Faster asset growth than 37% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

89th percentile

177%

Faster revenue growth than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,626,245

Up $91,311 (+2.6%) from 2020

Net Assets

Up

$3,626,245

Up $91,311 (+2.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin65th percentile

Revenue

Up

$370,844

Up $236,784 (+177%) from 2020

Expenses

Up

$276,551

Up $15,617 (+6.0%) from 2020

Net Income

Up

$94,293

Up $221,167 (+174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2014: $3,397,334Liabilities 2014: $0Net Assets 2014: $3,397,3342014Assets 2015: $3,446,507Liabilities 2015: $0Net Assets 2015: $3,446,5072015Assets 2016: $3,358,673Liabilities 2016: $0Net Assets 2016: $3,358,6732016Assets 2017: $3,428,039Liabilities 2017: $0Net Assets 2017: $3,428,0392017Assets 2018: $3,475,987Liabilities 2018: $0Net Assets 2018: $3,475,9872018Assets 2019: $3,663,258Liabilities 2019: $0Net Assets 2019: $3,663,2582019Assets 2020: $3,534,934Liabilities 2020: $0Net Assets 2020: $3,534,9342020Assets 2021: $3,626,245Liabilities 2021: $0Net Assets 2021: $3,626,2452021Assets 2022: $3,533,312Liabilities 2022: $0Net Assets 2022: $3,533,3122022

Highlighted filing

2021

Assets$3,626,245
Liabilities$0
Net Assets$3,626,245
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

$600K$400K$200K$0-$200KRevenue 2014: $334,282Expenses 2014: $219,302Net Income 2014: $114,9802014Revenue 2015: $277,217Expenses 2015: $228,224Net Income 2015: $48,9932015Revenue 2016: $159,070Expenses 2016: $246,899Net Income 2016: -$87,8292016Revenue 2017: $289,605Expenses 2017: $220,233Net Income 2017: $69,3722017Revenue 2018: $346,290Expenses 2018: $298,347Net Income 2018: $47,9432018Revenue 2019: $454,879Expenses 2019: $267,606Net Income 2019: $187,2732019Revenue 2020: $134,060Expenses 2020: $260,934Net Income 2020: -$126,8742020Revenue 2021: $370,844Expenses 2021: $276,551Net Income 2021: $94,2932021Revenue 2022: $181,763Expenses 2022: $292,700Net Income 2022: -$110,9372022

Highlighted filing

2021

Revenue$370,844
Expenses$276,551
Net Income$94,293
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 4, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUZAN ZMUDAOfficer-$10,598-$10,598
BARBARA WESTELLOfficer-$9,398-$9,398
CAROL CINOWALTOfficer-$9,398-$9,398
DEBRA ALEXANDEROfficer-$9,398-$9,398
PAUL RINGLOFFOfficer-$9,398-$9,398
Filing and Contact Details

Filer

Filer Name
Herbert G Feldman Charitable Foundation
EIN
25-1832024
Phone
4129951769
Address
149 LINNVIEW AVENUE, PITTSBURGH, PA 15210-3717

Signing Officer

Name
Susan J Zmuda
Title
President
Phone
4129951769
Signed
2022-10-04
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287465 ISHARES MSCI EAFE ET
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287614 ISHARES RUSSELL 1000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287630 ISHARES RUSSELL 2000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14921908877 VANGUARD REAL ESTATE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15921937603 VANGUARD TOTAL BD MK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16921939203 VANGUARD INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1700170K869 AMG GW&K SC CORE-I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1856167N712 NUANCE MID CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1972201F490 PIMCO INCOME FUND CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2074256W584 PRINCIPAL MIDCAP FUN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2189154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2294987W794 WELLS FARGO CORE BON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2397717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25258620533 DOUBLELINE FLEXIBLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26779562206 T ROWE PR NEW HORIZO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27922031711 VANGUARD ULTRA-SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28922031737 VANGUARD INFLATION P
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10143976
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11109183
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12180469
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13108389
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1448104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15121807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1699232
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17167637
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1859144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19127768
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20429082
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2197655
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2254954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2374635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2499968
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt090998
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0273953
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt05893
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0370844
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0370844
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0273953
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt024095
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt024095
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt048190
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0185571
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0185571
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt088990
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt090998
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt094293
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01057391
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02555
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02555
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0273953
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0299649
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt05893
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt038491
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt038491
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0703
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0703
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0213257
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt063294
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0276551
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0362943
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0370844
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt027686
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt063294
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt090980
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01036
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01036
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-03-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-08-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72020-07-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92013-09-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-05-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122016-02-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-05-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142014-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152020-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-10-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182021-01-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192019-01-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202018-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212019-02-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222019-12-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232020-02-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242019-05-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-04-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262011-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-08-21

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,626,245
Liabilities
$0
Net assets
$3,626,245
Revenue
$370,844
Expenses
$276,551
Net income
$94,293
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.18$0.29$0.11
2021Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.37$0.28$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.13$0.26$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$0.00$3.66$0.45$0.27$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.00$3.48$0.35$0.30$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.43$0.00$3.43$0.29$0.22$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.16$0.25$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.28$0.23$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.33$0.22$0.11