Civic Intelligence

Case James W - UW

990PF • Fiscal year 2022 • EIN 25-6031784

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 22, 2022

Organization Profile
Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185

(412) 234-5891

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.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

84th percentile

43%

Higher net margin than 84% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$63,474

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

65th percentile

5.3%

Faster asset growth than 65% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

85th percentile

64%

Faster revenue growth than 85% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,206,999

Up $210,037 (+5.3%) from 2021

Net Assets

Up

$4,206,999

Up $210,037 (+5.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Up

$492,151

Up $192,879 (+64%) from 2021

Expenses

Up

$280,980

Up $19,557 (+7.5%) from 2021

Net Income

Up

$211,171

Up $173,322 (+458%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $4,072,637Liabilities 2019: $0Net Assets 2019: $4,072,6372019Assets 2020: $3,959,057Liabilities 2020: $0Net Assets 2020: $3,959,0572020Assets 2021: $3,996,962Liabilities 2021: $0Net Assets 2021: $3,996,9622021Assets 2022: $4,206,999Liabilities 2022: $0Net Assets 2022: $4,206,9992022Assets 2023: $4,266,071Liabilities 2023: $0Net Assets 2023: $4,266,0712023Assets 2024: $4,516,129Liabilities 2024: $0Net Assets 2024: $4,516,1292024Assets 2025: $4,514,653Liabilities 2025: $0Net Assets 2025: $4,514,6532025

Highlighted filing

2022

Assets$4,206,999
Liabilities$0
Net Assets$4,206,999
Open 2022 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $201,592Expenses 2019: $236,415Net Income 2019: -$34,8232019Revenue 2020: $195,793Expenses 2020: $309,081Net Income 2020: -$113,2882020Revenue 2021: $299,272Expenses 2021: $261,423Net Income 2021: $37,8492021Revenue 2022: $492,151Expenses 2022: $280,980Net Income 2022: $211,1712022Revenue 2023: $394,026Expenses 2023: $309,624Net Income 2023: $84,4022023Revenue 2024: $474,262Expenses 2024: $248,521Net Income 2024: $225,7412024Revenue 2025: $398,874Expenses 2025: $398,798Net Income 2025: $762025

Highlighted filing

2022

Revenue$492,151
Expenses$280,980
Net Income$211,171
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 22, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$63,474-$63,474
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHRINERS HOSPITALS FOR CHILDRENGENERAL OPERATINGPCATLANTA, GA, US$104,431
Paid GrantMASONIC VLGS OF GRAND LODGE OF PAGENERAL OPERATINGPCELIZABETHTOWN, PA, US$62,659
Paid GrantB P O ELKS CHARITY FUND OF FKLN LODGE 11GENERAL OPERATINGPCFRANKLIN, PA, US$20,886
Paid GrantODD FELLOWS HOME OF WESTERN PENNSYLVANIAGENERAL OPERATINGPCMEADVILLE, PA, US$20,886
Filing and Contact Details

Filer

Filer Name
Case James W - Uw
EIN
25-6031784
Phone
4122345891
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122345891
Signed
2022-09-22
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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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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0151015
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0340989
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0147
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0492151
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0492151
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0340989
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025390
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt038085
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt063474
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0208862
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0208862
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0150904

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,206,999
Liabilities
$0
Net assets
$4,206,999
Revenue
$492,151
Expenses
$280,980
Net income
$211,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.00$4.51$0.40$0.40$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.47$0.25$0.23
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.39$0.31$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.49$0.28$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.30$0.26$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.96$0.00$3.96$0.20$0.31$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.00$4.07$0.20$0.24$0.03