Civic Intelligence

Case James W - UW

990PF • Fiscal year 2023 • EIN 25-6031784

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 19, 2023

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.

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

74th percentile

21%

Higher net margin than 74% of similar nonprofits.

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

Top Officer Pay

61st percentile

$55,782

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

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

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

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

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,266,071

Up $59,072 (+1.4%) from 2022

Net Assets

Up

$4,266,071

Up $59,072 (+1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin74th percentile

Revenue

Down

$394,026

Down $98,125 (-20%) from 2022

Expenses

Up

$309,624

Up $28,644 (+10%) from 2022

Net Income

Down

$84,402

Down $126,769 (-60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$4,266,071
Liabilities$0
Net Assets$4,266,071
Open 2023 Filing

Operations Trend

Revenue Growth20th 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

2023

Revenue$394,026
Expenses$309,624
Net Income$84,402
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 19, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$55,782-$55,782
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSHRINERS HOSPITALS FOR CHILDRENGENERAL OPERATINGPCATLANTA, GA, US$119,486
Paid GrantMASONIC VILLAGES GRAND LODGE PAGENERAL OPERATINGPCELIZABETHTOWN, PA, US$71,691
Paid GrantB P O ELKS CHARITY FUND OF FKLN LODGE 11GENERAL OPERATINGPCFRANKLIN, PA, US$23,897
Paid GrantODD FELLOWS HOME OF WESTERN PENNSYLVANIAGENERAL OPERATINGPCMEADVILLE, PA, US$23,897
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
2023-10-19
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 2,665 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119097023105 BOEING COMPANY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12229250N105 ENBRIDGE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12330231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12435671D857 FREEPORT-MCMORAN COP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125372460105 GENUINE PARTS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126444859102 HUMANA INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127464287457 ISHARES 1-3 YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128464287804 ISHARES TR S & P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt129573284106 MARTIN MARIETTA MATL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13058933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131595017104 MICROCHIP TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132680665205 OLIN CORP COM PAR $1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13368389X105 ORACLE CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13575886F107 REGENERON PHARMACEUT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13680105N105 SANOFI-SYNTHELABO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137806857108 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13882509L107 SHOPIFY INC-A W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139845467109 SOUTHWESTERN ENERGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140863667101 STRYKER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14190138F102 TWILIO INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142G3223R108 EVEREST RE GRP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143G4863A108 INTERNATIONAL GAME T
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,266,071
Liabilities
$0
Net assets
$4,266,071
Revenue
$394,026
Expenses
$309,624
Net income
$84,402
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