Civic Intelligence

Anne L & George H Clapp Charitable & Educational Trust

990PF • Fiscal year 2021 • EIN 25-6018976

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 24, 2022

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.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

3rd percentile

-117%

Higher net margin than 3% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$100,113

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

11th percentile

-4.2%

Faster asset growth than 11% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

5.4%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$15,534,856

Down $687,997 (-4.2%) from 2020

Net Assets

Down

$15,534,856

Down $687,997 (-4.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin3rd percentile

Revenue

Up

$589,513

Up $29,979 (+5.4%) from 2020

Expenses

Up

$1,279,290

Up $113,077 (+9.7%) from 2020

Net Income

Down

-$689,777

Down $83,098 (-14%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

2021

Assets$15,534,856
Liabilities$0
Net Assets$15,534,856
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

2021

Revenue$589,513
Expenses$1,279,290
Net Income-$689,777
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 24, 2022
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY Mellon N ACo-Trustee-$100,113-$100,113
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
2022-01-24
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8974052BAA5 PREMIER HEALTH PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91912828L57 UNITED STATES TREAS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10191324P102 UNITED HEALTH GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10292826C839 VISA INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10481369Y803 SECTOR SPDR TR TECH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10500287YAX7 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10681369Y852 COMM SERV SELECT SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10781369Y209 SECTOR SPDR TR SHS B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10881369Y605 SECTOR SPDR TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10900724FAB7 ADOBE SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110038222105 APPLIED MATERIALS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11105587K832 BNYM US EQUITY FUND-
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11313063DAD0 CALIFORNIA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114233203421 DFA EMERG MKTS CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11524422ETV1 JOHN DEERE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11631428X106 FEDEX CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117337738AP3 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt118369550108 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12067066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12169371RN93 PACCAR FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122701094AM6 PARKER-HANNIFIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123744573AL0 PUBLIC SERVICE ENTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124871503108 SYMANTEC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12590265EAL4 U D R INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12691324PCC4 UNITEDHEALTH GROUP I
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12805587N737 BNYM OPPORT SM CAP-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12905587N794 BNYM GLBL RL RTRN -Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13006051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131149123101 CATERPILLAR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13238141GWM2 GOLDMAN SACHS GR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13346625H100 J P MORGAN CHASE & C
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137949746101 WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138980745103 WOODWARD GOVERNOR CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13968323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140743756AB4 PROV ST JOSEPH HLTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14287938WAR4 TELEFONICA EMISIONES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143891906AE9 TOTAL SYSTEM SERVICE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149999Z86567 MELLON OPTIMA L/S ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15000206RCN0 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15100507UAR2 ACTAVIS FUNDING SCS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152025816109 AMERICAN EXPRESS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153053015AD5 AUTOMATIC DATA PROCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15405588F709 BNYM GLBL RL EST SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156370334CC6 GENERAL MILLS 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt157377372AL1 GLAXOSMITHKLINE CAPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158421946AK0 HEALTHCARE REALTY TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15942225UAD6 HEALTHCARE TRUST OF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16045866FAC8 INTERCONTINENTALEXCH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt161464287507 ISHARES TR S&P MIDCA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16257636Q104 MASTERCARD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1636174824M3 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16478355HKM0 RYDER SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165912828B25 US TREAS-CPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166912828SA9 US TREAS-CPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167912828T91 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt168912828V49 U S TREASURY INFLATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt169912828V98 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt170064159TE6 BANK OF NOVA SCOTIA
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181023135BQ8 AMAZON.COM INC 0.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182092113AR0 BLACK HILLS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18487612EBL9 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18589236TGL3 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186912828ZJ2 US TREAS-CPI INFLAT
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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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt196912828ZB9 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197912828ZN3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19800914AAF9 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19922160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2003134GV6X1 FEDERAL HOME LN MTG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt201912828ZR4 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt202912828ZX1 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20314064D873 F&T BHVRL SM CAP EQ-
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/CategoryOrItemTxt21069371RR24 PACCAR FINANCIAL COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21102666TAC1 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt212698813102 PAPA JOHNS INTL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2139DDI00547 MOLSSF LIQUIDATING T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21437045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt215369550BN7 GENERAL DYNAMICS COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21691282CAQ4 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21791282CCS8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt218771195104 ROCHE HLDG LTD SPONS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21991282CBJ9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22091282CBN0 WI TREASURY N/B .125

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,534,856
Liabilities
$0
Net assets
$15,534,856
Revenue
$589,513
Expenses
$1,279,290
Net income
-$689,777
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