Civic Intelligence

Lockhart James H & Florence D

990PF • Fiscal year 2023 • EIN 25-6018608

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 10, 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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

47th percentile

$1,326

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

76th percentile

15%

Faster asset growth than 76% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

86%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,864,772

Up $372,975 (+15%) from 2022

Net Assets

Up

$2,864,772

Up $372,975 (+15%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$480,623

Up $222,343 (+86%) from 2022

Expenses

Down

$105,263

Down $86,277 (-45%) from 2022

Net Income

Up

$375,360

Up $308,620 (+462%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,568,057Liabilities 2020: $0Net Assets 2020: $2,568,0572020Assets 2021: $2,431,399Liabilities 2021: $0Net Assets 2021: $2,431,3992021Assets 2022: $2,491,797Liabilities 2022: $0Net Assets 2022: $2,491,7972022Assets 2023: $2,864,772Liabilities 2023: $0Net Assets 2023: $2,864,7722023Assets 2024: $3,146,943Liabilities 2024: $0Net Assets 2024: $3,146,9432024Assets 2025: $3,087,382Liabilities 2025: $0Net Assets 2025: $3,087,3822025

Highlighted filing

2023

Assets$2,864,772
Liabilities$0
Net Assets$2,864,772
Open 2023 Filing

Operations Trend

Revenue Growth88th percentile

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

$1.0M$500K$0-$500KRevenue 2020: $101,210Expenses 2020: $408,306Net Income 2020: -$307,0962020Revenue 2021: $369,922Expenses 2021: $502,277Net Income 2021: -$132,3552021Revenue 2022: $258,280Expenses 2022: $191,540Net Income 2022: $66,7402022Revenue 2023: $480,623Expenses 2023: $105,263Net Income 2023: $375,3602023Revenue 2024: $391,250Expenses 2024: $109,596Net Income 2024: $281,6542024Revenue 2025: $124,783Expenses 2025: $185,505Net Income 2025: -$60,7222025

Highlighted filing

2023

Revenue$480,623
Expenses$105,263
Net Income$375,360
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 10, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$1,326-$1,326
Filing and Contact Details

Filer

Filer Name
Lockhart James H & Florence D
EIN
25-6018608
Phone
4122367417
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122367417
Signed
2024-01-10
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/CategoryOrItemTxt153778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154780259305 SHELL PLC-W/I-ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15580105N105 SANOFI-SYNTHELABO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156803607100 SAREPTA THERAPEUTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157806857108 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15987234N765 TCW EMERGING MARKETS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16090353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161G0403H108 AON PLC/IRELAND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162G16962105 BUNGE LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163G25508105 CRH ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164G3223R108 EVEREST RE GRP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165G4863A108 INTERNATIONAL GAME T
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Filings

Displayed year

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

Open filing
Assets
$2,864,772
Liabilities
$0
Net assets
$2,864,772
Revenue
$480,623
Expenses
$105,263
Net income
$375,360
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.12$0.19$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.39$0.11$0.28
2023Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.48$0.11$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.26$0.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.37$0.50$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.10$0.41$0.31