Civic Intelligence

Valley School of Ligonier Endowment Fund

EIN 25-6018929 • 501(c)3 • Pittsburgh, PA

Pub. 78 Eligible

Profile

THE VALLEY SCHOOL OF LIGONIER ENDOWMENT FUND IS A 501(c)(3) ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - VALLEY SCHOOL OF LIGONIER

Bny Mellon Na 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

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

92nd percentile

60%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

199%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$14,777,589

Up $1,493,167 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$14,777,594

Up $1,493,172 (+11%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin92nd percentile

Revenue

Up

$2,366,007

Up $1,575,508 (+199%) from 2023

Expenses

Up

$947,930

Up $48,081 (+5.3%) from 2023

Net Income

Up

$1,418,077

Up $1,527,427 (+1397%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$15M$10M$5.0M$0Assets 2020: $11,473,772Liabilities 2020: $0Net Assets 2020: $11,473,7722020Assets 2021: $13,118,043Liabilities 2021: $0Net Assets 2021: $13,118,0432021Assets 2022: $13,376,281Liabilities 2022: $0Net Assets 2022: $13,376,2812022Assets 2023: $13,284,422Liabilities 2023: $0Net Assets 2023: $13,284,4222023Assets 2024: $14,777,589Liabilities 2024: $0Net Assets 2024: $14,777,5942024

Highlighted filing

2024

Assets$14,777,589
Liabilities$0
Net Assets$14,777,594
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2020: $1,412,365Expenses 2020: $768,967Net Income 2020: $643,3982020Revenue 2021: $2,446,148Expenses 2021: $790,377Net Income 2021: $1,655,7712021Revenue 2022: $1,055,037Expenses 2022: $843,980Net Income 2022: $211,0572022Revenue 2023: $790,499Expenses 2023: $899,849Net Income 2023: -$109,3502023Revenue 2024: $2,366,007Expenses 2024: $947,930Net Income 2024: $1,418,0772024

Highlighted filing

2024

Revenue$2,366,007
Expenses$947,930
Net Income$1,418,077
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$14,777,589
Liabilities
$0
Net assets
$14,777,594
Revenue
$2,366,007
Expenses
$947,930
Net income
$1,418,077
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.00$14.8$2.37$0.95$1.42
2023Detailed filing. Detailed filing data is available for this year.$13.3$0.00$13.3$0.79$0.90$0.11
2022Detailed filing. Detailed filing data is available for this year.$13.4$0.00$13.4$1.06$0.84$0.21
2021Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$2.45$0.79$1.66
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$1.41$0.77$0.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$6,014,475
Mission and Program Overview

Mission

THE VALLEY SCHOOL OF LIGONIER ENDOWMENT FUND IS A 501(c)(3) ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - VALLEY SCHOOL OF LIGONIER

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,831,476$13,189,356▲ $1,357,880
Savings and Temporary Cash Investments$324,186$378,174▲ $53,988
Cash and Non-Interest-Bearing Accounts$4,585$7,789▲ $3,204
Total Assets$13,284,422$14,777,589▲ $1,493,167
Other Assets Total$1,124,175$1,202,270▲ $78,095
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,284,422$14,777,594▲ $1,493,172
Total Net Assets Fund Balance$13,284,422$14,777,594▲ $1,493,172
Total Liabilities and Net Assets / Fund Balance$13,284,422$14,777,594▲ $1,493,172

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$12,500--
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Catharine M CatheyCo-trustee
Paul HannahCo-trustee
Bny Mellon N aCorporate Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,234,353
Other Revenue
$131,654
Change in Net Assets
$1,418,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$889,500
Other Expenses$58,430
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$889,500--$889,500
Interest-$4,084-$4,084
Other Expenses-$2,000-$2,000
Total Functional Expenses$889,500$58,430$0$947,930
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Valley School of LigonierLigonier, PA-Charitable - General$889,500
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
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Catharine m cathey is a trustee for the richard king mellon foundation and the r.k. Mellon family foundation. Paul a hannah is a trustee and an employee of the richard king mellon foundation and the r.k. Mellon family foundation.”

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

“Trustees reviewed prior to filing”

Form 990, Page 6, Part VI, Line 19

“No documents made available to the public, except upon request.”

Form 990, Page 7, Part VII, Section A

“Average hours per week devoted to position: as trustee, bny mellon, n.a. 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.”

Filing and Contact Details

Filer

Filer Name
Valley Sch of Ligonier End Fd
EIN
25-6018929
Phone
4122345255
Address
BNY MELLON NA PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122345255
Signed
2025-09-29
Discuss with paid preparer
Yes

Organization Details

Formed
1954
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
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”

Explanation for Form 990, Part XI, Line 9

“An adjustment was made for each of the following: mutual fund timing adj ($1,656), cy pending sales ($246), py poai carryover $856, py pending sales $150, poai ($693), partnership income adj ($81,832), tax lot basis adjustment ($89), partnership distributions $158,648, cost basis adjustment ($43)”

Raw XML Appendix339 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NOT A SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CATHARINE M CATHEY IS A TRUSTEE FOR THE RICHARD KING MELLON FOUNDATION AND THE R.K. MELLON FAMILY FOUNDATION. PAUL A HANNAH IS A TRUSTEE AND AN EMPLOYEE OF THE RICHARD KING MELLON FOUNDATION AND THE R.K. MELLON FAMILY FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES REVIEWED PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC, EXCEPT UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTEE, BNY MELLON, N.A. 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN ADJUSTMENT WAS MADE FOR EACH OF THE FOLLOWING: MUTUAL FUND TIMING ADJ ($1,656), CY PENDING SALES ($246), PY POAI CARRYOVER $856, PY PENDING SALES $150, POAI ($693), PARTNERSHIP INCOME ADJ ($81,832), TAX LOT BASIS ADJUSTMENT ($89), PARTNERSHIP DISTRIBUTIONS $158,648, COST BASIS ADJUSTMENT ($43)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART V LINE 8, 9a, 9b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013284422
IRS990/TotalAssetsEOYAmt014777589
IRS990/TotalAssetsGrp/BOYAmt013284422
IRS990/TotalAssetsGrp/EOYAmt014777589
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt058430
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0889500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0947930
IRS990/TotalGrossUBIAmt02473
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt013284422
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt014777594
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0889500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02363534
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02366007
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02473
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013284422
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014777594
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
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/PhoneNum04122345255
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY SCH OF LIGONIER END FD
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0256018929
ReturnHeader/Filer/PhoneNum04122345255
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY MELLON NA PO 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/PreparationDt02025-09-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-16T09:01:26-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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