Civic Intelligence

Lockhart J M Ally Herc 2

990PF • Fiscal year 2023 • EIN 25-6018607

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

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

19th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

92nd percentile

68%

Higher net margin than 92% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

29th percentile

$47,166

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

136%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$13,240,956

Up $1,592,166 (+14%) from 2022

Net Assets

Up

$13,240,956

Up $1,592,166 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin92nd percentile

Revenue

Up

$2,374,570

Up $1,366,762 (+136%) from 2022

Expenses

Down

$756,513

Down $155,587 (-17%) from 2022

Net Income

Up

$1,618,057

Up $1,522,349 (+1591%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

2023

Assets$13,240,956
Liabilities$0
Net Assets$13,240,956
Open 2023 Filing

Operations Trend

Revenue Growth93rd percentile

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

2023

Revenue$2,374,570
Expenses$756,513
Net Income$1,618,057
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 Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$47,166-$47,166
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
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52891906AC3 TSS 4.8 04/01/26 COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53907818FA1 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54445658CF2 J B HUNT TRANSPORT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55822582BZ4 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56912828U24 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57912828XL9 US TREASURY INFLATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt589128283F5 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt599128286F2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6092937FAD3 WFRBS 2013-C12 A4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6100287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6305587K824 BNYM SEL MGR S/C VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6405588D753 BNY MELLON INTL EQTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65254687106 DISNEY (WALT) COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6705569M509 BNY MELLON MID CAP S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6805587K857 BNYM INTL STCK-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69595112103 MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70723787107 PIONEER NAT RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7178009PEH0 ROYAL BANK OF SCOTLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72035242AN6 ANHEUSER-BUSH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt733133KGK64 FREDDIE MAC POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7465339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7587165B103 SYNCHRONY FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7691324P102 UNITED HEALTH GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7774432QCE3 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78458140AM2 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79015271AH2 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8026078JAC4 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8129444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8302079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84244199105 DEERE & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8538141GFD1 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86912828X88 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8702666TAB3 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8867077MAV0 NUTRIEN LTD 1.9% 5/1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8988339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9005971KAE9 BANCO SANTANDER SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9122160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92594918CC6 MICROSOFT CORP 2.525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt933133N2TB2 FHLMC POOL RE5046
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9475524KNH3 CITIZENS BANK NA/RI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95874060AX4 TAKEDA PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96404280CK3 HSBC HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9779467BDK8 SALES TAX SECURITIZA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98482480100 KLA TENCOR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9975513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10011134LAR0 BROADCOM CRP / CAYM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101031162CS7 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10267066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10389832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1056461366S5 NEW JERSEY ST TRANSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10689236TGT6 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10868389XBE4 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10915135B101 CENTENE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111254687FX9 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11222788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113539439AV1 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11473358W4V3 PORT AUTHORITY OF NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11536179VNR7 GNMA POOL II # MA670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11691282CAU5 WI TREASURY N/B .500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11791282CBA8 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11836179V6Z8 GNMA POOL II # MA718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11936179WLC0 G2 MA7523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1203133KYVN6 FHLMC RB5121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12136179WE87 GNMA POOL II # MA735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12236179WFB9 GNMA POOL II # MA736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12392343VGK4 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124912810SW9 U S TREASURY BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253140QC6X9 FNMA POOL # CA5385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12691282CAL5 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12831418D2D3 FNMA MA4371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13024422EVN6 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13191282CCP4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13268389XCC7 ORACLE CORP 1.65% 3/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13303076C106 AMERIPRISE FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13491324PEC2 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13504636NAA1 ASTRAZENECA FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13691282CBB6 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13700287YBX6 ABBVIE INC 3.2% 11/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138518439104 ESTEE LAUDER COMPANI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139501044DQ1 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140437076CF7 HOME DEPOT INC 1.375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14191282CBW0 W I TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14236179WDL9 GNMA POOL II # MA730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1433140X5TE3 FNMA POOL # FM2348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1449DDI00547 MOLSSF LIQUIDATING T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14591282CAH4 U S ETREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14687264ABF1 T-MOBILE USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147337738AU2 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14836179WM39 GNMA POOL II # MA757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14988160R101 TESLA MOTORS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1503140XCUH9 FNMA POOL # FM8683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15137045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152538034109 LIVE NATION INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15391282CBM2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15461772BAB9 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155912810SQ2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1563140XGNE5 FN FS1288
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1573140LYY23 FNMA POOL # BT9728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15831418D7L0 FNMA MA4498
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159828807DT1 SIMON PROPERTY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16091282CCD1 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16125160PAH0 DEUTSCHE BANK NY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1623140MBDG4 FNMA BU9102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1633133KYWJ4 FHLMC RB5149
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16491282CEL1 U S TREASURY FRN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1663132DWC35 FHLMC SD8190

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$13,240,956
Liabilities
$0
Net assets
$13,240,956
Revenue
$2,374,570
Expenses
$756,513
Net income
$1,618,057
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
2023Detailed filing. Detailed filing data is available for this year.$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