Civic Intelligence

Roy a Hunt Foundation

990PF • Fiscal year 2021 • EIN 25-6105162

Jun 01, 2020 to May 31, 2021 • Filed on Oct 12, 2021

Organization Profile

View Organization Page

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

(412) 281-8734

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

74th percentile

36%

Higher net margin than 74% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

33rd percentile

$173,736

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets14th percentile

Assets

$73,367,020

No earlier filing loaded for comparison.

Net Assets

$73,352,020

No earlier filing loaded for comparison.

Liabilities

$15,000

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin74th percentile

Revenue

$8,030,266

No earlier filing loaded for comparison.

Expenses

$5,167,418

No earlier filing loaded for comparison.

Net Income

$2,862,848

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.

$100M$50M$0Assets 2021: $73,367,020Liabilities 2021: $15,000Net Assets 2021: $73,352,0202021Assets 2022: $78,841,793Liabilities 2022: $0Net Assets 2022: $78,841,7932022Assets 2023: $79,658,680Liabilities 2023: $75,000Net Assets 2023: $79,583,6802023Assets 2024: $78,053,836Liabilities 2024: $161,000Net Assets 2024: $77,892,8362024Assets 2025: $80,727,839Liabilities 2025: $1,348,500Net Assets 2025: $79,379,3392025

Highlighted filing

2021

Assets$73,367,020
Liabilities$15,000
Net Assets$73,352,020
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MRevenue 2021: $8,030,266Expenses 2021: $5,167,418Net Income 2021: $2,862,8482021Revenue 2022: $10,343,020Expenses 2022: $4,924,385Net Income 2022: $5,418,6352022Revenue 2023: $4,579,191Expenses 2023: $4,879,847Net Income 2023: -$300,6562023Revenue 2024: $3,432,027Expenses 2024: $4,954,588Net Income 2024: -$1,522,5612024Revenue 2025: $6,911,988Expenses 2025: $5,134,701Net Income 2025: $1,777,2872025

Highlighted filing

2021

Revenue$8,030,266
Expenses$5,167,418
Net Income$2,862,848
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Oct 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER B KELLYExecutive DirectorFT$152,067$21,669$173,736
ADRIENNE A HIPCHENControllerFT$94,398$15,378$109,776
GINA R PICCOLINOProgram CoordinatorFT$73,326$15,389$88,715
SEE ATTACHED STATEMENTSee Attached-$0--
Filing and Contact Details

Filer

Filer Name
Roy a Hunt Foundation
EIN
25-6105162
Phone
4122818734
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Jennifer Kelly
Title
Executive Director
Phone
4122818734
Signed
2021-10-12
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51882508104 TEXAS INSTRUMENTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52912828V49 U S TREASURY INFLATI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53912828W55 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt549128286B1 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt559128286H8 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5692343VDD3 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt579989AG777 $250,000 HEARTWOOD F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt589989AP264 BIRCHMERE VENTURES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59377372AL1 GLAXOSMITHKLINE CAPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60458140AQ3 INTEL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61539439AP4 LLOYDS BANKING GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6258933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63594918104 MICROSOFT CORP COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6502079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66052396G28 AUSTIN TX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6705580W833 B N Y M INSIGHT CORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68110122108 BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6934074GDH4 FLORIDA ST HURRICANE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70369604103 GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72464287200 ISHARES S&P 500 INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7357582PWK2 MASSACHUSETTS ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt746174824M3 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7564110L106 NETFLIX COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt76912828L57 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7720030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78437076BG6 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79595112103 MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt80609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8165473QBE2 NISOURCE FINANCE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82744573AL0 PUBLIC SERVICE ENTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8378355HKM0 RYDER SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84891906AE9 TOTAL SYSTEM SERVICE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt85912828V98 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8682481LAD1 SHIRE ACQ INV IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87833034AK7 SNAP-ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8884756NAF6 SPECTRA ENERGY PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt89852234103 SQUARE INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9190265EAL4 U D R INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92912828G38 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93912828SA9 US TREAS-CPI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94912828V72 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9591412GU94 UNIV OF CALIFORNIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9691412HFG3 UNIVERSITY OF CALIFO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9900206RCN0 AT&T INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100007903107 ADVANCED MICRO DEVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10106051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10206367WHH9 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10312572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104172967JT9 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105912828S35 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1069128282D1 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1079128285P1 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1089128286A3 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109999Z99727 FARALLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11000287YAX7 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111053015AD5 AUTOMATIC DATA PROCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11205565QCB2 BP CAPITAL MARKETS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113717081103 PFIZER INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt115105340AQ6 BRANDYWINE OPER PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116174610AK1 CITIZENS FINANCIAL G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117912828XQ8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1189128285Z9 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11991324PCC4 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120988498101 YUM BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1219989AE913 $250,000 HEARTWOOD F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1229989AG769 $500,000 STRATEGIC I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124035240AQ3 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt125126650100 CVS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126172967KK6 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12720030NBJ9 COMCAST CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12822160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12925152R5F6 DEUTSCHE BANK AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130258620301 DOUBLELINE CORE FIXE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13138141GWM2 GOLDMAN SACHS GR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132458140100 INTEL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13346625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13468389XAP0 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135701765505 PARNASSUS MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136717081ER0 PFIZER INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137845437BR2 SOUTHWESTERN ELECTRI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14025470DAL3 DISCOVERY COMMUNICAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14146625HMN7 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142594918BJ2 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14368323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14479466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt146912828X39 U S TREASURY INFLAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147G06242104 ATLASSIAN CORP PLC-C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14800724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14900771X419 G Q G PART EMERG MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152126408GZ0 C S X CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153126650CW8 CVS HEALTH CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15413063DAD0 CALIFORNIA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15621684AAF3 COOPERATIEVE RABOBAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15729444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159013872106 ALCOA UPSTREAM CORP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,367,020
Liabilities
$15,000
Net assets
$73,352,020
Revenue
$8,030,266
Expenses
$5,167,418
Net income
$2,862,848
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$80.7$1.35$79.4$6.91$5.13$1.78
2024Detailed filing. Detailed filing data is available for this year.$78.1$0.16$77.9$3.43$4.95$1.52
2023Detailed filing. Detailed filing data is available for this year.$79.7$0.08$79.6$4.58$4.88$0.30
2022Detailed filing. Detailed filing data is available for this year.$78.8$0.00$78.8$10.3$4.92$5.42
2021Detailed filing. Detailed filing data is available for this year.$73.4$0.02$73.4$8.03$5.17$2.86