Civic Intelligence

Park Lewis for a H E R C

990PF • Fiscal year 2023 • EIN 25-6036857

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 22, 2024

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

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

37th percentile

$27,558

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

92nd percentile

131%

Faster revenue growth than 92% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$8,495,092

Up $1,065,410 (+14%) from 2022

Net Assets

Up

$8,495,092

Up $1,065,410 (+14%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin93rd percentile

Revenue

Up

$1,547,462

Up $877,491 (+131%) from 2022

Expenses

Down

$476,962

Down $89,925 (-16%) from 2022

Net Income

Up

$1,070,500

Up $967,416 (+938%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2023

Assets$8,495,092
Liabilities$0
Net Assets$8,495,092
Open 2023 Filing

Operations Trend

Revenue Growth92nd percentile

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

2023

Revenue$1,547,462
Expenses$476,962
Net Income$1,070,500
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 22, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$27,558-$27,558
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
2024-01-22
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5405587K832 BNYM US EQUITY FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5512572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5600206RDK5 A T & T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57035242AN6 ANHEUSER-BUSH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6029444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6130303M102 FACEBOOK INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62437076102 HOME DEPOT INC USD 0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6363872T729 ASG MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6426078JAC4 DOWDUPONT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65015271AH2 ALEXANDRIA REAL ESTA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66458140AM2 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6768323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6874432QCE3 PRUDENTIAL FINANCIAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6903027X100 AMERICAN TOWER CORP-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7005587K824 BNYM SEL MGR S/C VAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71233203421 DFA EMERG MKTS CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7230161N101 EXELON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7346625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75852234103 SQUARE INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7705588D753 BNY MELLON INTL EQTY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7805588F709 BNYM GLBL RL EST SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7922160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8065339F101 NEXTERA ENERGY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8191913Y100 VALERO ENERGY CORP N
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8206051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83907818FA1 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt849128284N7 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85404280CK3 HSBC HOLDINGS PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt86532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8879467BDK8 SALES TAX SECURITIZA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8989236TGT6 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt906461366S5 NEW JERSEY ST TRANSP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9115135B101 CENTENE CORP DEL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9336179VNR7 GNMA POOL II # MA670
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95539439AV1 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96482480100 KLA TENCOR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9767066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98594918CC6 MICROSOFT CORP 2.525
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99874060AX4 TAKEDA PHARMACEUTICA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10002666TAB3 AMERICAN HOMES 4 REN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10122160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10273358W4V3 PORT AUTHORITY OF NE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10368389XBE4 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10475524KNH3 CITIZENS BANK NA/RI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10567077MAV0 NUTRIEN LTD 1.9% 5/1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10622788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10775513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10805971KAE9 BANCO SANTANDER SA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10911134LAR0 BROADCOM CRP / CAYM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110254687FX9 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111031162CS7 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11288339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11389832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11491282CAL5 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115912810SQ2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11691282CBB6 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117337738AU2 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11888160R101 TESLA MOTORS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1199DDI00547 MOLSSF LIQUIDATING T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1203140X5TE3 FNMA POOL # FM2348
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121518439104 ESTEE LAUDER COMPANI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12236179V6Z8 GNMA POOL II # MA718
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12392343VGK4 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12491282CBA8 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1253133KYVN6 FHLMC RB5121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12636179WM39 GNMA POOL II # MA757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12724422EVN6 JOHN DEERE CAPITAL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12891282CCP4 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12900287YBX6 ABBVIE INC 3.2% 11/2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130501044DQ1 KROGER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1313140QC6X9 FNMA POOL # CA5385
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13291282CBW0 W I TREASURY N/B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13387264ABF1 T-MOBILE USA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13461772BAB9 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13591282CAU5 WI TREASURY N/B .500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136538034109 LIVE NATION INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13736179WLC0 G2 MA7523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13836179WFB9 GNMA POOL II # MA736
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13904636NAA1 ASTRAZENECA FINANCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14091324PEC2 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14137045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142437076CF7 HOME DEPOT INC 1.375
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14303076C106 AMERIPRISE FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14531418D2D3 FNMA MA4371
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1463140XCUH9 FNMA POOL # FM8683
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14836179WE87 GNMA POOL II # MA735
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14968389XCC7 ORACLE CORP 1.65% 3/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150912810SW9 U S TREASURY BONDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15191282CBM2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15238378BT82 GOVERNMENT NATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153747525103 QUALCOMM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1543140MBDG4 FNMA BU9102
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155023135BY1 AMAZON.COM INC 1.65%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156912810TB4 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15791282CFB2 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1583133KNNB5 FHLMC RA6686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15991282CFJ5 WI TREASURY SEC.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16011135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16191282CEM9 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1623140MSUC7 FNMA POOL BW1478

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,495,092
Liabilities
$0
Net assets
$8,495,092
Revenue
$1,547,462
Expenses
$476,962
Net income
$1,070,500
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
2023Detailed filing. Detailed filing data is available for this year.$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