Civic Intelligence

Lockhart J M Ally Herc

990PF • Fiscal year 2023 • EIN 25-6018593

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 25, 2024

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.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

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

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

92nd percentile

62%

Higher net margin than 92% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$280,348

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

107%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$81,209,485

Up $8,283,070 (+11%) from 2022

Net Assets

Up

$81,209,485

Up $8,283,070 (+11%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin92nd percentile

Revenue

Up

$13,537,899

Up $7,007,366 (+107%) from 2022

Expenses

Down

$5,122,172

Down $298,329 (-5.5%) from 2022

Net Income

Up

$8,415,727

Up $7,305,695 (+658%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$81,209,485
Liabilities$0
Net Assets$81,209,485
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$13,537,899
Expenses$5,122,172
Net Income$8,415,727
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 25, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$280,348-$280,348
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
2024-07-25
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53539439AV1 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54437076CF7 HOME DEPOT INC 1.375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5563872T729 ASG MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5636179WFB9 GNMA POOL II # MA736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5836179V6Z8 GNMA POOL II # MA718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5905587N794 BNYM GLBL RL RTRN -Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt609AA016947 LIAB-COMMONFUND CAPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6191282CBB6 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62912810SW9 U S TREASURY BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63244199105 DEERE & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6438141GFD1 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6502079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6668389XCC7 ORACLE CORP 1.65% 3/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6791913Y100 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6805569M475 BNY MELLON FOCUSED E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7031418D2D3 FNMA MA4371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt713140X5TE3 FNMA POOL # FM2348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73372546AW1 THE GEORGE WASHINGTO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt749DDQ00713 LIAB-COMMONFUND VIII
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75035242AN6 ANHEUSER-BUSH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7612572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77254687106 DISNEY (WALT) COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7891324PEC2 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7988339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8122160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8275513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8491282CCP4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8500287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8622160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8768389XBE4 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8800206RDK5 A T & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8967066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt909AA016954 COMMONFUND CAPITAL V
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9192343VGK4 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9236179WLC0 G2 MA7523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96015271AH2 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9711134LAR0 BROADCOM CRP / CAYM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9805971KAE9 BANCO SANTANDER SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9978409V104 S & P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100445658CF2 J B HUNT TRANSPORT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10175524KNH3 CITIZENS BANK NA/RI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1029128285M8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103723787107 PIONEER NAT RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10406051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10505588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10692937UAD0 WFRBS 2013-C13 A4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10746625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108007903107 ADVANCED MICRO DEVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10922788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11065339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11105587K832 BNYM US EQUITY FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11291282CBW0 W I TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113538034109 LIVE NATION INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114912810SX7 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1156461366S5 NEW JERSEY ST TRANSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11613063DGB8 CALIFORNIA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11705588D753 BNY MELLON INTL EQTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118126650CY4 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119912828YB0 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12029444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12130161N101 EXELON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122458140AM2 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12491324P102 UNITED HEALTH GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125595112103 MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12605587K840 BNYM GLOBAL STOCK-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283140XCUH9 FNMA POOL # FM8683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129518439104 ESTEE LAUDER COMPANI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1309128283F5 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13124422EVN6 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13288160R101 TESLA MOTORS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13391282CBM2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13436179WE87 GNMA POOL II # MA735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135852234103 SQUARE INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136023770AA8 AMER AIRLN 15-1 A PT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137254687FX9 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138874060AX4 TAKEDA PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13991282CAH4 U S ETREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14167077MAV0 NUTRIEN LTD 1.9% 5/1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142233203421 DFA EMERG MKTS CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143404280CK3 HSBC HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14405587K857 BNYM INTL STCK-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1459128286F2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146912828U24 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14736179WM39 GNMA POOL II # MA757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15073358W4V3 PORT AUTHORITY OF NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15157582PUT5 MASSACHUSETTS ST 4.9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15289236TGT6 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153912828YX2 TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15468323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155907818FA1 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15791282CAE1 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15800287YBX6 ABBVIE INC 3.2% 11/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15924737BAA3 DELTA AIR LINES 2019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1603133KYVN6 FHLMC RB5121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1619TH000810 COMMONFUND CAPITAL P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16292937FAD3 WFRBS 2013-C12 A4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16305587K824 BNYM SEL MGR S/C VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165337738AU2 FISERV INC

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$81,209,485
Liabilities
$0
Net assets
$81,209,485
Revenue
$13,537,899
Expenses
$5,122,172
Net income
$8,415,727
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