Civic Intelligence

Roy a Hunt Foundation

990PF • Fiscal year 2023 • EIN 25-6105162

Jun 01, 2022 to May 31, 2023 • Filed on Oct 12, 2023

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

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.02x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Net Margin

26th percentile

-6.6%

Higher net margin than 26% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

33rd percentile

$190,177

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2023 filings • $50M-$100M nonprofits • Source year 2023

Asset Growth

33rd percentile

1.0%

Faster asset growth than 33% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-56%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$79,658,680

Up $816,887 (+1.0%) from 2022

Net Assets

Up

$79,583,680

Up $741,887 (+0.9%) from 2022

Liabilities

Up

$75,000

Up $75,000 from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin26th percentile

Revenue

Down

$4,579,191

Down $5,763,829 (-56%) from 2022

Expenses

Down

$4,879,847

Down $44,538 (-0.9%) from 2022

Net Income

Down

-$300,656

Down $5,719,291 (-106%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2023

Assets$79,658,680
Liabilities$75,000
Net Assets$79,583,680
Open 2023 Filing

Operations Trend

Revenue Growth7th 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

2023

Revenue$4,579,191
Expenses$4,879,847
Net Income-$300,656
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2022 to May 31, 2023
Signed
Oct 12, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JENNIFER B KELLYExecutive DirectorFT$167,752$22,425$190,177
ADRIENNE A HIPCHENControllerFT$122,380$16,273$138,653
GINA R PICCOLINOProgram CoordinatorFT$76,310$17,286$93,596
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
2023-10-12
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52872590104 T -MOBILE US INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5390265EAL4 U D R INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt54912828G38 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5591412HFG3 UNIVERSITY OF CALIFO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt56929089100 VOYA FINANCIAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt57G29183103 EATON CORP PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt58007903107 ADVANCED MICRO DEVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5906051GFP9 BANK OF AMERICA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6006367WHH9 BANK OF MONTREAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6112572Q105 CME GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt62172967JT9 CITIGROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt639128285P1 US TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64999Z99727 FARALLON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6500287YAX7 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6605565QCB2 BP CAPITAL MARKETS P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67742718109 PROCTER & GAMBLE CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt68105340AQ6 BRANDYWINE OPER PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt699128285Z9 U S TREASURY BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt70988498101 YUM BRANDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt719989AE913 $250,000 HEARTWOOD F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt729989AG769 $500,000 STRATEGIC I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73002824100 ABBOTT LABORATORIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74035240AQ3 ANHEUSER-BUSCH INBEV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75126650100 CVS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7622160K105 COSTCO WHSL CORP NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77258620301 DOUBLELINE CORE FIXE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78458140100 INTEL CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7946625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8068389XAP0 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81701765505 PARNASSUS MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt82845437BR2 SOUTHWESTERN ELECTRI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt84097023105 BOEING COMPANY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8525470DAL3 DISCOVERY COMMUNICAT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8646625HMN7 JPMORGAN CHASE & CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt87594918BJ2 MICROSOFT CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8868323AFC3 PROVINCE OF ONTARIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8979466L302 SALESFORCE COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90912828D56 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91G06242104 ATLASSIAN CORP PLC-C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9200724F101 ADOBE SYS INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9300771X419 G Q G PART EMERG MKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt94037833100 APPLE COMPUTER INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95101137107 BOSTON SCIENTIFIC CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96150870103 CELANESE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9721684AAF3 COOPERATIEVE RABOBAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9829444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt99G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100023135106 AMAZON COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101060505104 BANK AMER CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10274052BAA5 PREMIER HEALTH PART
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt103134429BE8 CAMPBELL SOUP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104CONSTITUTION IRONSIDES PARTNER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt105CONSTITUTION IRONSIDES CO-INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt106STEPSTONE VS IMPACT I, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt107PATHSTONE/PERSHING EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt108SUMMIT PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt109GENERATION IM CLIMATE SOLUTION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt110ABERDEEN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt111ECOSYSTEMS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt112912828YG9 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11368389XBT1 ORACLE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt114912828ZE3 U S TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11588339J105 TRADE DESK INC/THE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt116912828YB0 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11700287Y109 ABBVIE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11805587K832 BNYM US EQUITY FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt119337738AU2 FISERV INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt120464287499 ISHARES TR RUSSELL M
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt121191216100 COCA-COLA CO USD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt122482480100 KLA TENCOR CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12386562MAQ3 SUMITOMO MITSUI FINL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt124G8994E103 TRANE TECHNOLOGIES P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12500766Y513 CHAMPLAIN MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1269128286T2 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt127031162CT5 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt128064159TE6 BANK OF NOVA SCOTIA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12915135B101 CENTENE CORP DEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13022160KAP0 COSTCO WHOLESALE COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt131225433AC5 CREDIT SUISSE GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13222788C105 CROWDSTRIKE HOLDINGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13367066G104 NVIDIA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13489832Q109 TRUIST FINL CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt135278642AV5 EBAY INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13687612EBL9 TARGET CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt137912828ZB9 TREASURY NOTE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13805587K857 BNYM INTL STCK-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt139464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt140701094AM6 PARKER-HANNIFIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt141037833DM9 APPLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14200914AAF9 AIR LEASE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14378409V104 S & P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14489236TGL3 TOYOTA MOTOR CREDIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145092113AR0 BLACK HILLS CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14642225UAD6 HEALTHCARE TRUST OF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt147443201108 HOWMET AEROSPACE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt148461202103 INTUIT INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14905588E850 BNY MELLON HIGH YIEL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15074253Q416 PRINCIPAL PREFERRED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151912828ZN3 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15274437E404 PGIM JENNISON GROWTH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15380283LAY9 SANTANDER UK PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154NEW SUMMIT IMPACT FUND II-B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155254687FX9 WALT DISNEY COMPANY/
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156518439104 ESTEE LAUDER COMPANI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15703076C106 AMERIPRISE FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15891282CAQ4 UNITED STATES TREASU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159036752AJ2 ANTHEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16014913R2K2 CATERPILLAR FINL SER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16191324PEC2 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16278355HKQ1 RYDER SYSTEM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16391282CBR1 UNITED STATES TREAS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16478468R796 S P D R S&P FOSSIL F
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165023135BQ8 AMAZON.COM INC 0.8%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16605589K855 BNY MELLON BOND MARK

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$79,658,680
Liabilities
$75,000
Net assets
$79,583,680
Revenue
$4,579,191
Expenses
$4,879,847
Net income
-$300,656
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