Civic Intelligence

Martha Lockhart Mason Fund

990PF • Fiscal year 2023 • EIN 25-6018595

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 24, 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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

79th percentile

27%

Higher net margin than 79% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$68,402

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

44th percentile

1.8%

Faster asset growth than 44% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-34%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,378,469

Up $127,765 (+1.8%) from 2022

Net Assets

Up

$7,378,469

Up $127,765 (+1.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin79th percentile

Revenue

Down

$587,968

Down $299,300 (-34%) from 2022

Expenses

Down

$428,656

Down $54,340 (-11%) from 2022

Net Income

Down

$159,312

Down $244,960 (-61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,430,748Liabilities 2020: $0Net Assets 2020: $6,430,7482020Assets 2021: $6,824,740Liabilities 2021: $0Net Assets 2021: $6,824,7402021Assets 2022: $7,250,704Liabilities 2022: $0Net Assets 2022: $7,250,7042022Assets 2023: $7,378,469Liabilities 2023: $0Net Assets 2023: $7,378,4692023Assets 2024: $7,369,822Liabilities 2024: $0Net Assets 2024: $7,369,8222024

Highlighted filing

2023

Assets$7,378,469
Liabilities$0
Net Assets$7,378,469
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $404,562Expenses 2020: $411,835Net Income 2020: -$7,2732020Revenue 2021: $843,864Expenses 2021: $445,475Net Income 2021: $398,3892021Revenue 2022: $887,268Expenses 2022: $482,996Net Income 2022: $404,2722022Revenue 2023: $587,968Expenses 2023: $428,656Net Income 2023: $159,3122023Revenue 2024: $456,669Expenses 2024: $469,979Net Income 2024: -$13,3102024

Highlighted filing

2023

Revenue$587,968
Expenses$428,656
Net Income$159,312
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 24, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$68,402-$68,402
Filing and Contact Details

Filer

Filer Name
Mason Martha Lockhart
EIN
25-6018595
Phone
4122367417
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122367417
Signed
2024-04-24
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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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,378,469
Liabilities
$0
Net assets
$7,378,469
Revenue
$587,968
Expenses
$428,656
Net income
$159,312
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.46$0.47$0.01
2023Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.59$0.43$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.89$0.48$0.40
2021Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.84$0.45$0.40
2020Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.40$0.41$0.01