Civic Intelligence

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

990PF • Fiscal year 2022 • EIN 25-1876607

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 15, 2023

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-1066%

Higher net margin than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$34,919

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 199.0% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

29th percentile

-5.3%

Faster asset growth than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-98%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,339,751

Down $187,859 (-5.3%) from 2021

Net Assets

Down

$3,339,751

Down $187,859 (-5.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$17,551

Down $700,455 (-98%) from 2021

Expenses

Up

$204,637

Up $28,750 (+16%) from 2021

Net Income

Down

-$187,086

Down $729,205 (-135%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2022

Assets$3,339,751
Liabilities$0
Net Assets$3,339,751
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$17,551
Expenses$204,637
Net Income-$187,086
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$34,919-$34,919
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHAUTAUQUA INSTITUTIONGENERAL OPERATINGPCCHAUTAUQUA, NY, US$152,000
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
2023-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt075679
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,339,751
Liabilities
$0
Net assets
$3,339,751
Revenue
$17,551
Expenses
$204,637
Net income
-$187,086
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