Civic Intelligence

Truman-Hess Memorial Fund F B O Chautauqua Fndn Inc. 10262042140

990PF • Fiscal year 2021 • EIN 25-1876607

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 25, 2022

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-1634

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

93rd percentile

76%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

53rd percentile

$19,685

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

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

Asset Growth

75th percentile

22%

Faster asset growth than 75% of similar nonprofits.

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

Revenue Growth

92nd percentile

230%

Faster revenue growth than 92% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,527,610

Up $633,755 (+22%) from 2020

Net Assets

Up

$3,527,610

Up $633,755 (+22%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin93rd percentile

Revenue

Up

$718,006

Up $500,161 (+230%) from 2020

Expenses

Up

$175,887

Up $6,596 (+3.9%) from 2020

Net Income

Up

$542,119

Up $493,565 (+1017%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,893,855Liabilities 2020: $0Net Assets 2020: $2,893,8552020Assets 2021: $3,527,610Liabilities 2021: $0Net Assets 2021: $3,527,6102021Assets 2022: $3,339,751Liabilities 2022: $0Net Assets 2022: $3,339,7512022Assets 2023: $3,295,296Liabilities 2023: $0Net Assets 2023: $3,295,2962023Assets 2024: $3,265,896Liabilities 2024: $0Net Assets 2024: $3,265,8962024

Highlighted filing

2021

Assets$3,527,610
Liabilities$0
Net Assets$3,527,610
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$1.0M$500K$0-$500KRevenue 2020: $217,845Expenses 2020: $169,291Net Income 2020: $48,5542020Revenue 2021: $718,006Expenses 2021: $175,887Net Income 2021: $542,1192021Revenue 2022: $17,551Expenses 2022: $204,637Net Income 2022: -$187,0862022Revenue 2023: $141,148Expenses 2023: $186,699Net Income 2023: -$45,5512023Revenue 2024: $160,422Expenses 2024: $189,668Net Income 2024: -$29,2462024

Highlighted filing

2021

Revenue$718,006
Expenses$175,887
Net Income$542,119
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 25, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$19,685-$19,685
Filing and Contact Details

Filer

Filer Name
Truman for Chautauqua Institution-tr
EIN
25-1876607
Phone
4122341634
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122341634
Signed
2022-09-25
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt085710
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Filings

Displayed year

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

Open filing
Assets
$3,527,610
Liabilities
$0
Net assets
$3,527,610
Revenue
$718,006
Expenses
$175,887
Net income
$542,119
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.16$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.14$0.19$0.05
2022Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.02$0.20$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.72$0.18$0.54
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.22$0.17$0.05