Civic Intelligence

J B Finley Charitable Trust

990PF • Fiscal year 2023 • EIN 25-6024443

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 10, 2024

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 258-3051

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

2nd percentile

-423%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

55th percentile

$28,182

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 93.3% of source-year revenue.

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

Asset Growth

19th percentile

-5.6%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

79th percentile

41%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,560,495

Down $151,876 (-5.6%) from 2022

Net Assets

Down

$2,560,495

Down $151,876 (-5.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Up

$30,213

Up $8,798 (+41%) from 2022

Expenses

Down

$157,987

Down $19,751 (-11%) from 2022

Net Income

Up

-$127,774

Up $28,549 (+18%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,779,387Liabilities 2010: $0Net Assets 2010: $3,779,3872010Assets 2012: $3,748,187Liabilities 2012: $0Net Assets 2012: $3,748,1872012Assets 2013: $3,698,192Liabilities 2013: $0Net Assets 2013: $3,698,1922013Assets 2014: $3,602,982Liabilities 2014: $0Net Assets 2014: $3,602,9822014Assets 2015: $3,463,830Liabilities 2015: $0Net Assets 2015: $3,463,8302015Assets 2016: $3,342,762Liabilities 2016: $0Net Assets 2016: $3,342,7622016Assets 2018: $3,107,581Liabilities 2018: $0Net Assets 2018: $3,107,5812018Assets 2019: $3,011,771Liabilities 2019: $0Net Assets 2019: $3,011,7712019Assets 2020: $3,012,422Liabilities 2020: $0Net Assets 2020: $3,012,4222020Assets 2021: $2,920,935Liabilities 2021: $0Net Assets 2021: $2,920,9352021Assets 2022: $2,712,371Liabilities 2022: $0Net Assets 2022: $2,712,3712022Assets 2023: $2,560,495Liabilities 2023: $0Net Assets 2023: $2,560,4952023Assets 2024: $2,480,148Liabilities 2024: $0Net Assets 2024: $2,480,1482024

Highlighted filing

2023

Assets$2,560,495
Liabilities$0
Net Assets$2,560,495
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$400K$200K$0-$200KExpenses 2010: $222,3962010Expenses 2012: $252,8932012Expenses 2013: $219,8832013Revenue 2014: $125,040Expenses 2014: $220,250Net Income 2014: -$95,2102014Revenue 2015: $104,331Expenses 2015: $204,147Net Income 2015: -$99,8162015Revenue 2016: $106,534Expenses 2016: $218,591Net Income 2016: -$112,0572016Revenue 2018: $82,169Expenses 2018: $201,527Net Income 2018: -$119,3582018Revenue 2019: $96,284Expenses 2019: $190,734Net Income 2019: -$94,4502019Revenue 2020: $204,571Expenses 2020: $197,805Net Income 2020: $6,7662020Revenue 2021: $117,761Expenses 2021: $188,167Net Income 2021: -$70,4062021Revenue 2022: $21,415Expenses 2022: $177,738Net Income 2022: -$156,3232022Revenue 2023: $30,213Expenses 2023: $157,987Net Income 2023: -$127,7742023Revenue 2024: $64,279Expenses 2024: $143,181Net Income 2024: -$78,9022024

Highlighted filing

2023

Revenue$30,213
Expenses$157,987
Net Income-$127,774
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 Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$28,182-$28,182
Filing and Contact Details

Filer

Filer Name
J B Finley Charitable Trust
EIN
25-6024443
Phone
4122583051
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4122583051
Signed
2024-01-10
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17306051GLC1 BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17406051GLG2 BANK OF AMERICA CORP
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17506368LWT9 BANK OF MONTREAL SED
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17606418GAD9 BANK OF NOVA SCOTIA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17720030NEG2 COMCAST CORP CALL 11
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm178205887CJ9 CONAGRA BRANDS INC U
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17925746UDJ5 DOMINION ENERGY INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm180263534CP2 E.I. DU PONT DE NEMO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm181263534CQ0 EIDP INC CALL 04/15/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18229273VAP5 ENERGY TRANSFER LP C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18330040WAV0 EVERSOURCE ENERGY UN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18430225VAJ6 EXTRA SPACE STORAGE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm185403949AB6 HF SINCLAIR CORP SER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18649326EEG4 KEYCORP SER MTN UNSC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18749456BAX9 KINDER MORGAN INC CA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm188501044DQ1 KROGER CO CALL 10/15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18955336VBW9 MPLX LP CALL 09/01/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19055903VBG7 WARNERMEDIA HOLDINGS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm191571903AY9 MARRIOTT INTERNATION
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19259156RCE6 METLIFE INC CALL 04/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm193608190AM6 MOHAWK INDUSTRIES IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19461747YEV3 MORGAN STANLEY CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19561747YFA8 MORGAN STANLEY CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19665339KBS8 NEXTERA ENERGY CAPIT
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm201716973AG7 PFIZER INVESTMENT EN
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20578016FZZ0 ROYAL BANK OF CANADA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm206797440CE2 SAN DIEGO G & E CALL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm207808513CG8 CHARLES SCHWAB CORP
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20987264ABD6 T-MOBILE USA INC SER
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm210874054AJ8 TAKE-TWO INTERACTIVE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21187612EBR6 TARGET CORP CALL 07/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21289115A2S0 TORONTO-DOMINION BAN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21389352HAT6 TRANSCANADA PIPELINE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21489788MAJ1 TRUIST FINANCIAL COR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21591159HJH4 US BANCORP CALL 10/2
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21691324PES7 UNITEDHEALTH GROUP I
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21792343VGN8 VERIZON COMMUNICATIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21892343VGT5 VERIZON COMMUNICATIO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm219928563AJ4 VMWARE INC CALL 07/1
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22092939UAM8 WEC ENERGY GROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm221931142FE8 WALMART INC CALL 10/
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22295000U3D3 WELLS FARGO & COMPAN
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4514634
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4614291
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4813244
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt498388
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt504646
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt529368
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt539267
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5615068
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt579633
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5819956
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5914606
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt609099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6114848
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt628997
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt638117
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt649740
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6514735
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt669775
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Filings

Displayed year

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

Open filing
Assets
$2,560,495
Liabilities
$0
Net assets
$2,560,495
Revenue
$30,213
Expenses
$157,987
Net income
-$127,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.06$0.14$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.03$0.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$0.02$0.18$0.16
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.12$0.19$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.20$0.20$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.10$0.19$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.08$0.20$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.11$0.22$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.10$0.20$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.13$0.22$0.10
2013Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.22
2012Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.25
2010Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.22