Civic Intelligence

Anne L & George H Clapp Charitable & Educational Trust

990PF • Fiscal year 2020 • EIN 25-6018976

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

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-1634

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.

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

6th percentile

-108%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

35th percentile

$88,916

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2020 filings • $10M-$25M nonprofits • 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 / Assets19th percentile

Assets

$16,222,853

No earlier filing loaded for comparison.

Net Assets

$16,222,853

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin6th percentile

Revenue

$559,534

No earlier filing loaded for comparison.

Expenses

$1,166,213

No earlier filing loaded for comparison.

Net Income

-$606,679

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: $16,222,853Liabilities 2020: $0Net Assets 2020: $16,222,8532020Assets 2021: $15,534,856Liabilities 2021: $0Net Assets 2021: $15,534,8562021Assets 2022: $15,807,862Liabilities 2022: $0Net Assets 2022: $15,807,8622022Assets 2023: $15,682,375Liabilities 2023: $0Net Assets 2023: $15,682,3752023Assets 2024: $15,263,430Liabilities 2024: $0Net Assets 2024: $15,263,4302024Assets 2025: $15,019,805Liabilities 2025: $0Net Assets 2025: $15,019,8052025

Highlighted filing

2020

Assets$16,222,853
Liabilities$0
Net Assets$16,222,853
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.0M$0-$1.0MRevenue 2020: $559,534Expenses 2020: $1,166,213Net Income 2020: -$606,6792020Revenue 2021: $589,513Expenses 2021: $1,279,290Net Income 2021: -$689,7772021Revenue 2022: $1,534,714Expenses 2022: $1,243,604Net Income 2022: $291,1102022Revenue 2023: $1,064,042Expenses 2023: $1,171,994Net Income 2023: -$107,9522023Revenue 2024: $874,653Expenses 2024: $1,358,478Net Income 2024: -$483,8252024Revenue 2025: $1,065,601Expenses 2025: $1,342,846Net Income 2025: -$277,2452025

Highlighted filing

2020

Revenue$559,534
Expenses$1,166,213
Net Income-$606,679
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 Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY Mellon N ACo-Trustee-$88,916-$88,916
William Collin CO Annette CalgaroCo-TrusteePT$55,000-$55,000
Hubbard Galbraith CO Annette CalgaCo-TrusteePT$55,000-$55,000
Filing and Contact Details

Filer

Filer Name
Clapp G H Decd Char and Ed Tr
EIN
25-6018976
Phone
4122341634
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122341634
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10881369Y605 SECTOR SPDR TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10900724FAB7 ADOBE SYSTEMS INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140743756AB4 PROV ST JOSEPH HLTH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17138141G104 GOLDMAN SACHS GROUP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174822582CF7 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17573358W4V3 PORT AUTHORITY OF NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176668771108 NORTONLIFELOCK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17791282CAM3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178912828ZC7 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179912828ZE3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18068389XBT1 ORACLE CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183278642AV5 EBAY INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18589236TGL3 TOYOTA MOTOR CREDIT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1893136G4H63 FEDERAL NATL MTG ASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190337738AU2 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191341271AE4 STATE BOARD OF ADMIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19278355HKQ1 RYDER SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19380283LAY9 SANTANDER UK PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194912828YG9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19500206RKG6 AT&T INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197912828ZN3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19800914AAF9 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922160KAP0 COSTCO WHOLESALE COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202912828ZX1 UNITED STATES TREAS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20486562MAQ3 SUMITOMO MITSUI FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt205225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt206254687FX9 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2073134GWND4 FREDDIE MAC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt208548661107 LOWES COMPANIES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20911135FBC4 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt026164
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt127084
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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,222,853
Liabilities
$0
Net assets
$16,222,853
Revenue
$559,534
Expenses
$1,166,213
Net income
-$606,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$1.07$1.34$0.28
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.00$15.3$0.87$1.36$0.48
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$1.06$1.17$0.11
2022Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.8$1.53$1.24$0.29
2021Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.59$1.28$0.69
2020Detailed filing. Detailed filing data is available for this year.$16.2$0.00$16.2$0.56$1.17$0.61