Civic Intelligence

Roy a Hunt Foundation

990PF • Fiscal year 2022 • EIN 25-6105162

Jun 01, 2021 to May 31, 2022 • Filed on Oct 06, 2022

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

12th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

11th percentile

0.00x

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

87th percentile

52%

Higher net margin than 87% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$182,960

Higher top officer pay than 33% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

74th percentile

7.5%

Faster asset growth than 74% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

29%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$78,841,793

Up $5,474,773 (+7.5%) from 2021

Net Assets

Up

$78,841,793

Up $5,489,773 (+7.5%) from 2021

Liabilities

Down

$0

Down $15,000 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin87th percentile

Revenue

Up

$10,343,020

Up $2,312,754 (+29%) from 2021

Expenses

Down

$4,924,385

Down $243,033 (-4.7%) from 2021

Net Income

Up

$5,418,635

Up $2,555,787 (+89%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

2022

Assets$78,841,793
Liabilities$0
Net Assets$78,841,793
Open 2022 Filing

Operations Trend

Revenue Growth82nd percentile

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

2022

Revenue$10,343,020
Expenses$4,924,385
Net Income$5,418,635
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Oct 6, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER B KELLYExecutive DirectorFT$160,634$22,326$182,960
ADRIENNE A HIPCHENControllerFT$100,017$16,128$116,145
GINA R PICCOLINOProgram CoordinatorFT$73,883$17,293$91,176
SEE ATTACHED STATEMENTSee AttachedFT$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
2022-10-06
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/CategoryOrItemTxt5002079K305 ALPHABET INC/CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51052396G28 AUSTIN TX
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52110122108 BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt53369604103 GENERAL ELECTRIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54452308109 ILLINOIS TOOL WORKS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt55464287200 ISHARES S&P 500 INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5657582PWK2 MASSACHUSETTS ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt576174824M3 MORGAN STANLEY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5864110L106 NETFLIX COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt59912828L57 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6020030N101 COMCAST CORP NEW CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt61437076BG6 HOME DEPOT INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62595112103 MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6465473QBE2 NISOURCE FINANCE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65744573AL0 PUBLIC SERVICE ENTER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt66891906AE9 TOTAL SYSTEM SERVICE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67912828V98 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6882481LAD1 SHIRE ACQ INV IRELAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt69833034AK7 SNAP-ON INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7084756NAF6 SPECTRA ENERGY PARTN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt71852234103 SQUARE INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt72872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7390265EAL4 U D R INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74912828G38 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7591412GU94 UNIV OF CALIFORNIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7691412HFG3 UNIVERSITY OF CALIFO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt79007903107 ADVANCED MICRO DEVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8006051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8106367WHH9 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8212572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83172967JT9 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84912828S35 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt859128282D1 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt869128285P1 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87999Z99727 FARALLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8800287YAX7 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8905565QCB2 BP CAPITAL MARKETS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91105340AQ6 BRANDYWINE OPER PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92912828XQ8 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt939128285Z9 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94988498101 YUM BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt959989AE913 $250,000 HEARTWOOD F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt969989AG769 $500,000 STRATEGIC I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98035240AQ3 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99126650100 CVS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10020030NBJ9 COMCAST CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10122160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt102258620301 DOUBLELINE CORE FIXE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10338141GWM2 GOLDMAN SACHS GR INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104458140100 INTEL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10546625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10668389XAP0 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107701765505 PARNASSUS MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108845437BR2 SOUTHWESTERN ELECTRI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11125470DAL3 DISCOVERY COMMUNICAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11246625HMN7 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt113594918BJ2 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11468323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11579466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt117G06242104 ATLASSIAN CORP PLC-C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11800724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11900771X419 G Q G PART EMERG MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12213063DAD0 CALIFORNIA ST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt123150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12421684AAF3 COOPERATIEVE RABOBAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12529444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt126G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12974052BAA5 PREMIER HEALTH PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt130134429BE8 CAMPBELL SOUP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131CONSTITUTION IRONSIDES PARTNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt132CONSTITUTION IRONSIDES CO-INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133STEPSTONE VS IMPACT I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt134PATHSTONE/PERSHING EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135SUMMIT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt136GENERATION IM CLIMATE SOLUTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137ABERDEEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt138ECOSYSTEMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139912828YG9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14068389XBT1 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141912828ZE3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1429128284U1 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14388339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt144912828YB0 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14500287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14605587K832 BNYM US EQUITY FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147337738AU2 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148464287499 ISHARES TR RUSSELL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150482480100 KLA TENCOR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15186562MAQ3 SUMITOMO MITSUI FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15300766Y513 CHAMPLAIN MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1549128286T2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155031162CT5 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156064159TE6 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15715135B101 CENTENE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15822160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16022788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16167066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16289832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163278642AV5 EBAY INC

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$78,841,793
Liabilities
$0
Net assets
$78,841,793
Revenue
$10,343,020
Expenses
$4,924,385
Net income
$5,418,635
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