Civic Intelligence

Park Lewis for a H E R C

990PF • Fiscal year 2020 • EIN 25-6036857

Oct 01, 2019 to Sep 30, 2020 • Filed on Jan 20, 2021

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 236-7417

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

43rd percentile

1.2%

Higher net margin than 43% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

36th percentile

$24,865

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

$7,206,312

No earlier filing loaded for comparison.

Net Assets

$7,206,312

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin43rd percentile

Revenue

$455,608

No earlier filing loaded for comparison.

Expenses

$450,047

No earlier filing loaded for comparison.

Net Income

$5,561

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10M$5.0M$0Assets 2020: $7,206,312Liabilities 2020: $0Net Assets 2020: $7,206,3122020Assets 2021: $7,319,989Liabilities 2021: $0Net Assets 2021: $7,319,9892021Assets 2022: $7,429,682Liabilities 2022: $0Net Assets 2022: $7,429,6822022Assets 2023: $8,495,092Liabilities 2023: $0Net Assets 2023: $8,495,0922023Assets 2024: $8,624,582Liabilities 2024: $0Net Assets 2024: $8,624,5822024Assets 2025: $9,842,155Liabilities 2025: $0Net Assets 2025: $9,842,1552025

Highlighted filing

2020

Assets$7,206,312
Liabilities$0
Net Assets$7,206,312
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2020: $455,608Expenses 2020: $450,047Net Income 2020: $5,5612020Revenue 2021: $632,685Expenses 2021: $504,542Net Income 2021: $128,1432021Revenue 2022: $669,971Expenses 2022: $566,887Net Income 2022: $103,0842022Revenue 2023: $1,547,462Expenses 2023: $476,962Net Income 2023: $1,070,5002023Revenue 2024: $638,527Expenses 2024: $510,773Net Income 2024: $127,7542024Revenue 2025: $1,750,562Expenses 2025: $534,289Net Income 2025: $1,216,2732025

Highlighted filing

2020

Revenue$455,608
Expenses$450,047
Net Income$5,561
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Jan 20, 2021
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY Mellon N ATrustee-$24,865-$24,865
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALLEGHENY GENERAL HOSPITALGENERAL OPERATING PURPOSESPCPITTSBURGH, PA, US$419,549
Filing and Contact Details

Filer

Filer Name
Park Lewis for a H E R C
EIN
25-6036857
Phone
4122367417
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122367417
Signed
2021-01-20
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt513132DV3L7 FHLMC POOL SD8003
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt523132XWC90 FREDDIE MAC GOLD POO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt533140JQZ30 FNMA BN7961
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5431418BDB9 FNMA MA1897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt553617HUQL0 GNMA POOL II # BJ675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5636295V4N6 GNMA POOL # 682229
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5749446RAN9 KIMCO REALTY CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5864966HYX2 NEW YORK N Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5964972FY26 NEW YORK N Y CITY MU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6078355HKL2 RYDER SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61891906AC3 TSS 4.8 04/01/26 COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62912828B25 US TREAS-CPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63912828T91 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64912828V72 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65912828X88 UNITED STATES TREASU
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt673138WHWE8 FNMA POOL AS7844
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6831418DC83 FNMA POOL # MA3694 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6931418DDC3 FNMA POOL # MA3698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7031418DEP3 FNMA POOL # MA3741 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7136179R7J2 GNMA II POOL #0MA359
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7246625HJJ0 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7357582PUT5 MASSACHUSETTS ST 4.9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7459523UAN7 MID-AMERICA APARTMEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75744573AJ5 PUBLIC SERVICE ENTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76822582BZ4 SHELL INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7790931CAA6 UNITED AIR 2019-1 AA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78912828U24 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79G47791101 INGERSOLL-RAND PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8105569M475 BNY MELLON FOCUSED E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8205588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8417275R102 CISCO SYS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85244199105 DEERE & COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86723787107 PIONEER NAT RES CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8878409V104 S & P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt899128284H0 UNITED STATES INFLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90007903107 ADVANCED MICRO DEVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91016255101 ALIGN TECHNOLOGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92031162100 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94126650100 CVS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9520030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9692937FAD3 WFRBS 2013-C12 A4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9879466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10200287YAL3 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1039128285M8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1049128286F2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105G06242104 ATLASSIAN CORP PLC-C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106026874784 AMERICAN INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10705587N505 BNYM DYN TTL RTRN-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109254687106 DISNEY (WALT) COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11030231G102 EXXON MOBIL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11158933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11378486Q101 SVB FINL GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11487165B103 SYNCHRONY FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115874039100 TAIWAN SEMICONDUCTOR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11792826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11802079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11900772BAF8 AERCAP IRELAND CAPIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120037833BH2 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121042735BD1 ARROW ELECTRONICS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122092113AQ2 BLACK HILLS CB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12317401QAE1 CITIZENS BANK NA/PRO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1243138WJDQ8 FNMA AS8210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253138X56Q5 FNMA POOL AU6278
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1263140JVDW9 FANNIE MAE POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1273140JWSP6 FANNIE MAE POOL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1283617G1FA1 GNMA POOL II # BE646
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12936179UWA6 GNMA POOL II # MA604
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130637417AL0 NATIONAL RETAIL PROP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13168389XBB0 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13287938WAT0 TELEFONICA EMISIONES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133912810SG4 WI TSY N/B 1% 2/15/4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134912828YB0 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1359128284A5 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1369128286A3 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138G5876H105 MARVELL TECHNOLOGY G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14005587K832 BNYM US EQUITY FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14212572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1439128286T2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14492343VDV3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14500206RDK5 A T & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146035242AN6 ANHEUSER-BUSH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14921036P108 CONSTELLATION BRANDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15029444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15130303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152437076102 HOME DEPOT INC USD 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153552953101 MGM MIRAGE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15463872T729 ASG MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15592828W361 VIRTUS EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156999Z86567 MELLON OPTIMA L/S ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15705565QCB2 BP CAPITAL MARKETS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15824422EUT4 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15926078JAC4 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1603132DV4B8 FHLMC SD8018
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16131418DEV0 FNMA POOL # MA3747
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16231418DFR8 FNMA POOL #MA3775
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16365473QBG7 NISOURCE FINANCE COR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,206,312
Liabilities
$0
Net assets
$7,206,312
Revenue
$455,608
Expenses
$450,047
Net income
$5,561
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.84$0.00$9.84$1.75$0.53$1.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.62$0.00$8.62$0.64$0.51$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$1.55$0.48$1.07
2022Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.67$0.57$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.32$0.00$7.32$0.63$0.50$0.13
2020Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.46$0.45$0.01