Civic Intelligence

Case James W - UW

990PF • Fiscal year 2024 • EIN 25-6031784

Jul 01, 2023 to Jun 30, 2024 • Filed on Sep 12, 2024

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

(412) 234-5891

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$4,516,129

Up $250,058 (+5.9%) from 2023

Net Assets

Up

$4,516,129

Up $250,058 (+5.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Up

$474,262

Up $80,236 (+20%) from 2023

Expenses

Down

$248,521

Down $61,103 (-20%) from 2023

Net Income

Up

$225,741

Up $141,339 (+167%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$4,516,129
Liabilities$0
Net Assets$4,516,129
Open 2024 Filing

Operations Trend

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

2024

Revenue$474,262
Expenses$248,521
Net Income$225,741
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 12, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$58,499-$58,499
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
2024-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
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/CategoryOrItemTxt15825746U109 DOMINION RES INC VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15926884L109 EQT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16028176E108 EDWARDS LIFESCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16131618H283 FIDELITY ADV INTL SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162320517105 FIRST HORIZON NATL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16338141G104 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164384747101 GRAIL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165443201108 HOWMET AEROSPACE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166443573100 HUBSPOT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt167452327109 ILLUMINA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16845687V106 INGERSOLL RAND INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16946120E602 INTUITIVE SURGICAL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17046432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17149177J102 KENVUE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt172502431109 L3HARRIS TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt173504922105 LABCORP HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt174550021109 LULULEMON ATHLETICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17556585A102 MARATHON PETROLEUM C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt176651639106 NEWMONT MINING CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17766987V109 NOVARTIS AG SPNSRD A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178674599105 OCCIDENTAL PETROLEUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179681919106 OMNICOM GROUP INC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180718546104 PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181759916109 REPLIGEN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182776696106 ROPER INDS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184803607100 SAREPTA THERAPEUTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18590353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18692338C103 VERALTO CORP-W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18798978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt188G25508105 CRH ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189G51502105 JOHNSON CTLS INTL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt190G7496G103 RENAISSANCERE HLDGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191H01301128 ALCON INC
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Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,516,129
Liabilities
$0
Net assets
$4,516,129
Revenue
$474,262
Expenses
$248,521
Net income
$225,741
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
2024Detailed filing. Detailed filing data is available for this year.$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