Civic Intelligence

Lockhart J M Ally Herc

990PF • Fiscal year 2022 • EIN 25-6018593

Oct 01, 2021 to Sep 30, 2022 • Filed on Aug 08, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 236-7417

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

12th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

67th percentile

17%

Higher net margin than 67% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$281,387

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

59th percentile

1.5%

Faster asset growth than 59% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$72,926,415

Up $1,065,278 (+1.5%) from 2021

Net Assets

Up

$72,926,415

Up $1,065,278 (+1.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin67th percentile

Revenue

Up

$6,530,533

Up $868,880 (+15%) from 2021

Expenses

Up

$5,420,501

Up $731,457 (+16%) from 2021

Net Income

Up

$1,110,032

Up $137,423 (+14%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$100M$50M$0Assets 2020: $71,023,086Liabilities 2020: $0Net Assets 2020: $71,023,0862020Assets 2021: $71,861,137Liabilities 2021: $0Net Assets 2021: $71,861,1372021Assets 2022: $72,926,415Liabilities 2022: $0Net Assets 2022: $72,926,4152022Assets 2023: $81,209,485Liabilities 2023: $0Net Assets 2023: $81,209,4852023Assets 2024: $81,373,604Liabilities 2024: $0Net Assets 2024: $81,373,6042024

Highlighted filing

2022

Assets$72,926,415
Liabilities$0
Net Assets$72,926,415
Open 2022 Filing

Operations Trend

Revenue Growth72nd percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2020: $4,509,232Expenses 2020: $4,412,271Net Income 2020: $96,9612020Revenue 2021: $5,661,653Expenses 2021: $4,689,044Net Income 2021: $972,6092021Revenue 2022: $6,530,533Expenses 2022: $5,420,501Net Income 2022: $1,110,0322022Revenue 2023: $13,537,899Expenses 2023: $5,122,172Net Income 2023: $8,415,7272023Revenue 2024: $4,949,042Expenses 2024: $5,023,763Net Income 2024: -$74,7212024

Highlighted filing

2022

Revenue$6,530,533
Expenses$5,420,501
Net Income$1,110,032
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 8, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$281,387-$281,387
Filing and Contact Details

Filer

Filer Name
Lockhart J M Ally Herc
EIN
25-6018593
Phone
4122367417
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122367417
Signed
2023-08-08
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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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52026874784 AMERICAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5330303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55891906AC3 TSS 4.8 04/01/26 COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61637417AL0 NATIONAL RETAIL PROP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62126408103 CSX CORP COM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64912810SQ2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65912828XL9 US TREASURY INFLATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6791282CBA8 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6891282CAV3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70341271AF1 STATE BOARD OF ADMIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7237045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7309857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7405569M509 BNY MELLON MID CAP S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75912828X88 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76482480100 KLA TENCOR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7787264ABF1 T-MOBILE USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt789DDI00547 MOLSSF LIQUIDATING T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt799128282N9 US TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80539439AV1 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8131418D4N9 FNMA MA4428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt823140XBRF9 FNMA POOL # FM7685
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83437076CF7 HOME DEPOT INC 1.375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8463872T729 ASG MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt853140XAK50 FNMA POOL # FM6615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86912828ZJ2 US TREAS-CPI INFLAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8736179WFB9 GNMA POOL II # MA736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt883140XADJ8 FNMA POOL # FM6404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9079466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9136179V6Z8 GNMA POOL II # MA718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9205587N794 BNYM GLBL RL RTRN -Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt939AA016947 LIAB-COMMONFUND CAPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9491282CBB6 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95912810SW9 U S TREASURY BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96244199105 DEERE & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9738141GFD1 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9802079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9936179WJR0 GNMA POOL II # MA747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10068389XCC7 ORACLE CORP 1.65% 3/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10191913Y100 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10205569M475 BNY MELLON FOCUSED E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10487938WAT0 TELEFONICA EMISIONES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10531418D2D3 FNMA MA4371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1063140X5TE3 FNMA POOL # FM2348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10805587N505 BNYM DYN TTL RTRN-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109461202103 INTUIT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11000037BAB8 A.B.B. FIN USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111372546AW1 THE GEORGE WASHINGTO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11236295V4N6 GNMA POOL # 682229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1139DDQ00713 LIAB-COMMONFUND VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114035242AN6 ANHEUSER-BUSH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11512572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116254687106 DISNEY (WALT) COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11791324PEC2 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118666807BM3 NORTHROP GRUMMAN COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11988339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12122160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12275513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12478355HKL2 RYDER SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12591282CCP4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12600287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12722160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12868389XBE4 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12900206RDK5 A T & T INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13536179WLC0 G2 MA7523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1373140XBDB3 FNMA POOL # FM7297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140015271AH2 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14111134LAR0 BROADCOM CRP / CAYM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14205971KAE9 BANCO SANTANDER SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14378409V104 S & P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1443133KLZU4 FHLMC RA5255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145445658CF2 J B HUNT TRANSPORT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14675524KNH3 CITIZENS BANK NA/RI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14791282CCU3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1489128285M8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14970450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15036179WJT6 GNMA MA7474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151912828ZT0 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152723787107 PIONEER NAT RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15306051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15405588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155912828YS3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15692937UAD0 WFRBS 2013-C13 A4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573140XB2Q2 FN FM7982
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15846625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1599128286A3 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160007903107 ADVANCED MICRO DEVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16190269GAC5 UBS COM MTG TR 2012-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1629128286B1 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16322788C105 CROWDSTRIKE HOLDINGS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$72,926,415
Liabilities
$0
Net assets
$72,926,415
Revenue
$6,530,533
Expenses
$5,420,501
Net income
$1,110,032
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$81.4$0.00$81.4$4.95$5.02$0.07
2023Detailed filing. Detailed filing data is available for this year.$81.2$0.00$81.2$13.5$5.12$8.42
2022Detailed filing. Detailed filing data is available for this year.$72.9$0.00$72.9$6.53$5.42$1.11
2021Detailed filing. Detailed filing data is available for this year.$71.9$0.00$71.9$5.66$4.69$0.97
2020Detailed filing. Detailed filing data is available for this year.$71.0$0.00$71.0$4.51$4.41$0.10