Civic Intelligence

Lockhart J M Ally Herc 1

990PF • Fiscal year 2020 • EIN 25-6018602

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 16, 2021

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

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

43rd percentile

1.6%

Higher net margin than 43% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

29th percentile

$44,467

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

$11,798,403

No earlier filing loaded for comparison.

Net Assets

$11,798,403

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin43rd percentile

Revenue

$759,883

No earlier filing loaded for comparison.

Expenses

$747,812

No earlier filing loaded for comparison.

Net Income

$12,071

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2020: $11,798,403Liabilities 2020: $0Net Assets 2020: $11,798,4032020Assets 2021: $12,067,378Liabilities 2021: $0Net Assets 2021: $12,067,3782021Assets 2022: $12,176,578Liabilities 2022: $0Net Assets 2022: $12,176,5782022Assets 2023: $13,826,631Liabilities 2023: $0Net Assets 2023: $13,826,6312023Assets 2024: $14,097,324Liabilities 2024: $0Net Assets 2024: $14,097,3242024Assets 2025: $16,669,244Liabilities 2025: $0Net Assets 2025: $16,669,2442025

Highlighted filing

2020

Assets$11,798,403
Liabilities$0
Net Assets$11,798,403
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $759,883Expenses 2020: $747,812Net Income 2020: $12,0712020Revenue 2021: $1,126,367Expenses 2021: $828,658Net Income 2021: $297,7092021Revenue 2022: $1,047,934Expenses 2022: $952,740Net Income 2022: $95,1942022Revenue 2023: $2,466,460Expenses 2023: $805,198Net Income 2023: $1,661,2622023Revenue 2024: $1,057,187Expenses 2024: $793,297Net Income 2024: $263,8902024Revenue 2025: $3,473,670Expenses 2025: $902,558Net Income 2025: $2,571,1122025

Highlighted filing

2020

Revenue$759,883
Expenses$747,812
Net Income$12,071
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 16, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$44,467-$44,467
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWESTERN PENNSYLVANIA HOSPITAL FOUNDATIONGENERAL OPERATING PURPOSESPCPITTSBURGH, PA, US$688,751
Filing and Contact Details

Filer

Filer Name
Lockhart J M Ally Herc 1
EIN
25-6018602
Phone
4122367417
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122367417
Signed
2021-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48912828XL9 US TREASURY INFLATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt499128286B1 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5074432QCE3 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt519128284A5 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt529128286A3 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5300772BAF8 AERCAP IRELAND CAPIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54023135AW6 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55035242AN6 ANHEUSER-BUSH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5612189LAF8 BURLINGTN NORTH SANT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57312941D20 FHLMC GOLD A92821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt583132AEKN5 FHLMC ZT2101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt593132DV4B8 FHLMC SD8018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt603133KGK64 FREDDIE MAC POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt613140JQZ30 FNMA BN7961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt623140JVDS8 FNMA POOL # BO1012
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6331418DET5 FNMA POOL # MA3745 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6436179R7J2 GNMA II POOL #0MA359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6587165B103 SYNCHRONY FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6692532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6792826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69999Z86567 MELLON OPTIMA L/S ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70007903107 ADVANCED MICRO DEVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7105588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7221036P108 CONSTELLATION BRANDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73595112103 MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7463872T729 ASG MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77437076102 HOME DEPOT INC USD 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7846625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79552953101 MGM MIRAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8192828W361 VIRTUS EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82031162100 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8405569M475 BNY MELLON FOCUSED E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85244199105 DEERE & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86172967KA8 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8720605PAK7 CONCHO RESOURCES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8822966RAA4 CUBESMART LP 4.8% 7/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8924422EUT4 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt903128MFKN7 FHLMC GOLD G16401 3%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9136179UZT2 GNMA II POOL # MA615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92594918BD5 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9330303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9491412GXY6 UNIV OF CALIFORNIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9592343VDV3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9600287YAL3 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97015271AH2 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9805565QCB2 BP CAPITAL MARKETS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9920030NBJ9 COMCAST CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100225433AH4 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10124737BAA3 DELTA AIR LINES 2019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10231334Y3N5 FREDDIE MAC POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1033138WHWE8 FNMA POOL AS7844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10517275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106037833BH2 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10715189TAV9 CENTERPOINT ENERGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1083140JVDW9 FANNIE MAE POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10931418CBF0 FNMA POOL # MA2737
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11031418DC83 FNMA POOL # MA3694 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11136179USS2 GNMA II POOL # MA592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11236179UWA6 GNMA POOL II # MA604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11338141GFD1 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114458140AM2 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11578355HKL2 RYDER SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116822582BZ4 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11789236TCF0 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118912828B25 US TREAS-CPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119912828X88 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120912828YB0 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1219128282N9 US TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1229128284V9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12395000U2B8 WELLS FARGO & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124016255101 ALIGN TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12530231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12664110L106 NETFLIX COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12770450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12879466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13091324P102 UNITED HEALTH GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131N6596X109 NXP SEMICONDUCTORS N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13200206R102 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13305588D753 BNY MELLON INTL EQTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134110122108 BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135126408103 CSX CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139233203421 DFA EMERG MKTS CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140254687106 DISNEY (WALT) COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141256746108 DOLLAR TREE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14229444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14565339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149126650100 CVS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150031162BH2 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151126650CY4 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15213063DGB8 CALIFORNIA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15331334YAV9 FHLMC POOL QA1820
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1543138WJDQ8 FNMA AS8210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15531418DEP3 FNMA POOL # MA3741 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156445658CF2 J B HUNT TRANSPORT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15746625HJJ0 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15868323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159023135106 AMAZON COM INC

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,798,403
Liabilities
$0
Net assets
$11,798,403
Revenue
$759,883
Expenses
$747,812
Net income
$12,071
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$3.47$0.90$2.57
2024Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$1.06$0.79$0.26
2023Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$2.47$0.81$1.66
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.05$0.95$0.10
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$1.13$0.83$0.30
2020Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.76$0.75$0.01