Civic Intelligence

Lockhart J M Ally Herc 2

990PF • Fiscal year 2020 • EIN 25-6018607

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

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-8833

Siviq Scores

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

Liabilities / Assets

18th 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

44th percentile

2.1%

Higher net margin than 44% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

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 / Assets18th percentile

Assets

$11,306,666

No earlier filing loaded for comparison.

Net Assets

$11,306,666

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin44th percentile

Revenue

$721,889

No earlier filing loaded for comparison.

Expenses

$706,660

No earlier filing loaded for comparison.

Net Income

$15,229

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: $11,306,666Liabilities 2020: $0Net Assets 2020: $11,306,6662020Assets 2021: $11,536,947Liabilities 2021: $0Net Assets 2021: $11,536,9472021Assets 2022: $11,648,790Liabilities 2022: $0Net Assets 2022: $11,648,7902022Assets 2023: $13,240,956Liabilities 2023: $0Net Assets 2023: $13,240,9562023Assets 2024: $13,450,479Liabilities 2024: $0Net Assets 2024: $13,450,4792024Assets 2025: $15,885,709Liabilities 2025: $0Net Assets 2025: $15,885,7092025

Highlighted filing

2020

Assets$11,306,666
Liabilities$0
Net Assets$11,306,666
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: $721,889Expenses 2020: $706,660Net Income 2020: $15,2292020Revenue 2021: $1,054,641Expenses 2021: $796,685Net Income 2021: $257,9562021Revenue 2022: $1,007,808Expenses 2022: $912,100Net Income 2022: $95,7082022Revenue 2023: $2,374,570Expenses 2023: $756,513Net Income 2023: $1,618,0572023Revenue 2024: $939,975Expenses 2024: $750,803Net Income 2024: $189,1722024Revenue 2025: $3,298,146Expenses 2025: $864,327Net Income 2025: $2,433,8192025

Highlighted filing

2020

Revenue$721,889
Expenses$706,660
Net Income$15,229
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 PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Fee Imbursement-$42,797-$42,797
Filing and Contact Details

Filer

Filer Name
Lockhart J M Ally Herc 2
EIN
25-6018607
Phone
4122348833
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122348833
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
Raw XML AppendixShowing 400 of 8,419 raw XML fields

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/CategoryOrItemTxt4912189LAF8 BURLINGTN NORTH SANT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50278642AE3 EBAY INC 2.6% 7/15/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt513132AEKN5 FHLMC ZT2101
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt523140HCAD8 FNMA POOL BJ9903
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54478160104 JOHNSON & JOHNSON CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5564110L106 NETFLIX COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5692532F100 VERTEX PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5792828W361 VIRTUS EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58999Z86567 MELLON OPTIMA L/S ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5900206RDK5 A T & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60031162BH2 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61126650CY4 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6224737BAA3 DELTA AIR LINES 2019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6331418CAF1 FNMA POOL # MA2705
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6431418DC83 FNMA POOL # MA3694 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6512572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6820030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70N6596X109 NXP SEMICONDUCTORS N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71026874784 AMERICAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7205587N737 BNYM OPPORT SM CAP-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7305587N794 BNYM GLBL RL RTRN -Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7405588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7505588F709 BNYM GLBL RL EST SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77126650100 CVS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7817275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7936179USS2 GNMA II POOL # MA592
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8036179UWA6 GNMA POOL II # MA604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81372546AW1 THE GEORGE WASHINGTO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt826174824M3 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8368323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt849128284A5 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8591412GXY6 UNIV OF CALIFORNIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8700724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt88040413106 ARISTA NETWORKS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8905569M475 BNY MELLON FOCUSED E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9005587K840 BNYM GLOBAL STOCK-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9100037BAB8 A.B.B. FIN USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9200287YAL3 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9305565QCB2 BP CAPITAL MARKETS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9406051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9510112RAS3 BOSTON PROPERTIES LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9613063DGB8 CALIFORNIA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97167486NN5 CHICAGO ILL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98225433AH4 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9924422EUT4 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10029379VBD4 ENTERPRISE PRODUCTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1013132DV3L7 FHLMC POOL SD8003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10230303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103438516106 HONEYWELL INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10446625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10563872T729 ASG MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106852234103 SQUARE INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108882508104 TEXAS INSTRUMENTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109988498101 YUM BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11279466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11391913Y100 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114G1151C101 ACCENTURE PLC IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115126408103 CSX CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11622160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117256746108 DOLLAR TREE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11970450Y103 PAYPAL HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12078409V104 S & P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122042735BD1 ARROW ELECTRONICS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12315189TAV9 CENTERPOINT ENERGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124172967KA8 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253131Y02G6 FHLMC POOL ZM6175
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12631418BDB9 FNMA MA1897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12731418DEV0 FNMA POOL # MA3747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12836179UV90 GNMA II POOL #MA6040
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12936179UZT2 GNMA II POOL # MA615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130512807AU2 LAM RESEARCH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13157582PUT5 MASSACHUSETTS ST 4.9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13264972FY26 NEW YORK N Y CITY MU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13368389XBB0 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134744573AJ5 PUBLIC SERVICE ENTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135811065AE1 SCRIPPS NETWORKS INT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136891906AC3 TSS 4.8 04/01/26 COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137907818FA1 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138912810RM2 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139912810RS9 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140445658CF2 J B HUNT TRANSPORT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141637417AL0 NATIONAL RETAIL PROP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142666807BM3 NORTHROP GRUMMAN COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143822582BZ4 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14484756NAF6 SPECTRA ENERGY PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145912810RT7 U S ETREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146912828U24 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147912828XL9 US TREASURY INFLATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1489128283F5 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1499128284H0 UNITED STATES INFLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15092343VDV3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1519128284V9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1529128286F2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15392937FAD3 WFRBS 2013-C12 A4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15400287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15536179TG33 GNMA MA4718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156929089100 VOYA FINANCIAL 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
$11,306,666
Liabilities
$0
Net assets
$11,306,666
Revenue
$721,889
Expenses
$706,660
Net income
$15,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$3.30$0.86$2.43
2024Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.94$0.75$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.00$13.2$2.37$0.76$1.62
2022Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.01$0.91$0.10
2021Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.05$0.80$0.26
2020Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$0.72$0.71$0.02