Civic Intelligence

Swart David H Memorial Fund

EIN 25-6018805 • 501(c)3 • Pittsburgh, PA

Profile

The swart david h memorial fund is a type iii supporting organization which supports the citizens library association of washington pa

PO Box 185Pittsburgh, PA 15230-0185

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

2nd percentile

-321%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

73rd percentile

$10,276

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

42nd percentile

0.4%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Revenue Growth

51st percentile

7.2%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$934,268

Up $52,803 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$934,268

Up $52,803 (+6.0%) from 2023

Operations
Liabilities / Revenue34th percentileNet Margin2nd percentile

Revenue

Up

$113,084

Up $112,763 (+35129%) from 2023

Expenses

Up

$60,128

Up $1,545 (+2.6%) from 2023

Net Income

Up

$52,956

Up $111,218 (+191%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2019: $939,021Liabilities 2019: $0Net Assets 2019: $939,0212019Assets 2020: $932,940Liabilities 2020: $0Net Assets 2020: $932,9402020Assets 2021: $1,119,064Liabilities 2021: $0Net Assets 2021: $1,119,0642021Assets 2022: $939,659Liabilities 2022: $0Net Assets 2022: $939,6592022Assets 2023: $881,465Liabilities 2023: $0Net Assets 2023: $881,4652023Assets 2024: $934,268Liabilities 2024: $0Net Assets 2024: $934,2682024

Highlighted filing

2024

Assets$934,268
Liabilities$0
Net Assets$934,268
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2019: $43,155Expenses 2019: $40,399Net Income 2019: $2,7562019Revenue 2020: $48,550Expenses 2020: $54,631Net Income 2020: -$6,0812020Revenue 2021: $241,844Expenses 2021: $55,630Net Income 2021: $186,2142021Revenue 2022: $55,843Expenses 2022: $235,124Net Income 2022: -$179,2812022Revenue 2023: $321Expenses 2023: $58,583Net Income 2023: -$58,2622023Revenue 2024: $113,084Expenses 2024: $60,128Net Income 2024: $52,9562024

Highlighted filing

2024

Revenue$113,084
Expenses$60,128
Net Income$52,956
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$934,268
Liabilities
$0
Net assets
$934,268
Revenue
$113,084
Expenses
$60,128
Net income
$52,956
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.11$0.06$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.00$0.06$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.24$0.18
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.24$0.06$0.19
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.05$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.04$0.04$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 3, 2025
Return Version
2024v5.1
Gross Receipts
$790,161
Mission and Program Overview

Mission

The swart david h memorial fund is a type iii supporting organization which supports the citizens library association of washington pa

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$881,465$933,968▲ $52,503
Investments in Publicly Traded Securities$869,106$901,312▲ $32,206
Savings and Temporary Cash Investments$12,359$32,956▲ $20,597
Rtn Earn Endowment Incm Other Fnds-$300-
Total Assets$881,465$934,268▲ $52,803
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$881,465$934,268▲ $52,803
Total Liabilities and Net Assets / Fund Balance$881,465$934,268▲ $52,803
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleBaseTotal
-Trustee$11,753$11,753
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$113,084
Other Revenue
$0
Change in Net Assets
$52,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,000
Salaries, Compensation, and Employee Benefits$11,753
Other Expenses$375
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$48,000--$48,000
Current Officers, Directors, Trustees, and Key Employees$4,701$7,052-$11,753
Other Expenses-$375-$375
Total Functional Expenses$52,701$7,427$0$60,128
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Citizens Library Assocaition of Washington PaWashington, PA-General Operating$48,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

FORM 990, PART VII, SECTION A, LINE 1A, COLUMN(B)

“Average hours per week devoted to position: as trustee, the bank of new york mellon provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus cannot be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based upon factors such as the”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“NO PROCEDURE IN PLACE”

Form 990, Page 6, Part VI, Line 19

“No documents mad available to the public”

Filing and Contact Details

Filer

Filer Name
Swart David H Memorial Fund
EIN
25-6018805
Phone
4122340023
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122340023
Signed
2025-04-03
Discuss with paid preparer
Yes

Organization Details

Formed
1947
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 8, 9A, 9B

“These questions are not applicable as there is not a sponsoring organization maintaining donor advised funds.”

Form 990, Part V, Line 10, 11, 12, 13

“These questions are not applicable as this is a type 501(c)(3) organization”

Explanation for Form 990, Part XI, Line 9

“The amount on this line represents: $2 mutual fund timing adjustment, ($154) roc on cy sales, ($1) rounding”

Raw XML Appendix352 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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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt048000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE CITIZENS LIBRARY ASSOCAITION OF WASHINGTON PA
IRS990ScheduleI/RecipientTable/RecipientEIN0250965299
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt055 S COLLEGE ST
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURE IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A TYPE 501(C)(3) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, THE BANK OF NEW YORK MELLON PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CANNOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED UPON FACTORS SUCH AS THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO PROCEDURE IN PLACE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6NO DOCUMENTS MAD AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE AMOUNT ON THIS LINE REPRESENTS: $2 MUTUAL FUND TIMING ADJUSTMENT, ($154) ROC ON CY SALES, ($1) ROUNDING
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 8, 9a, 9b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART V, LINE 10, 11, 12, 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VII, SECTION A, LINE 1a, COLUMN(b)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalAssetsGrp/EOYAmt0934268
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07427
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt052701
IRS990/TotalFunctionalExpensesGrp/TotalAmt060128
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0881465
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0934268
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt048000
IRS990/TotalReportableCompFromOrgAmt011753
IRS990/TotalRevenueGrp/ExclusionAmt0113084
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113084
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0881465
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0934268
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04122340023
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWART DAVID H MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0SWAR
ReturnHeader/Filer/EIN0256018805
ReturnHeader/Filer/PhoneNum04122340023
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-06T14:01:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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