Civic Intelligence

Willock Memorial Fund

990PF • Fiscal year 2022 • EIN 25-6170449

Oct 01, 2021 to Sep 30, 2022 • Filed on Jan 19, 2023

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-0023

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

1st percentile

-2078%

Higher net margin than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

61st percentile

$51,420

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 348.1% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

26th percentile

-6.5%

Faster asset growth than 26% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,286,035

Down $299,948 (-6.5%) from 2021

Net Assets

Down

$4,286,035

Down $299,948 (-6.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin1st percentile

Revenue

Down

$14,772

Down $974,339 (-99%) from 2021

Expenses

Up

$321,677

Up $78,689 (+32%) from 2021

Net Income

Down

-$306,905

Down $1,053,028 (-141%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $3,841,248Liabilities 2020: $0Net Assets 2020: $3,841,2482020Assets 2021: $4,585,983Liabilities 2021: $0Net Assets 2021: $4,585,9832021Assets 2022: $4,286,035Liabilities 2022: $0Net Assets 2022: $4,286,0352022Assets 2023: $4,147,864Liabilities 2023: $0Net Assets 2023: $4,147,8642023Assets 2024: $4,234,297Liabilities 2024: $0Net Assets 2024: $4,234,2972024Assets 2025: $4,150,906Liabilities 2025: $0Net Assets 2025: $4,150,9062025

Highlighted filing

2022

Assets$4,286,035
Liabilities$0
Net Assets$4,286,035
Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.0M$500K$0-$500KRevenue 2020: $108,536Expenses 2020: $241,679Net Income 2020: -$133,1432020Revenue 2021: $989,111Expenses 2021: $242,988Net Income 2021: $746,1232021Revenue 2022: $14,772Expenses 2022: $321,677Net Income 2022: -$306,9052022Revenue 2023: $173,457Expenses 2023: $293,652Net Income 2023: -$120,1952023Revenue 2024: $332,124Expenses 2024: $248,520Net Income 2024: $83,6042024Revenue 2025: $156,442Expenses 2025: $240,043Net Income 2025: -$83,6012025

Highlighted filing

2022

Revenue$14,772
Expenses$321,677
Net Income-$306,905
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Jan 19, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$51,420-$51,420
Filing and Contact Details

Filer

Filer Name
Willock C Jr-willock Mem Fd
EIN
25-6170449
Phone
4122340023
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122340023
Signed
2023-01-19
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/EOYFMVAmt6114361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt62130727
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt635019
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6589576
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt735555
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt746120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7513507
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt776889
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt858361
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt864909
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0125479
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-119882
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PARTNERSHIP/S-CORP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02146
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt07029
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt07743
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt07029
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014772
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt020568
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030852
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt051420
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0243000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0243000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0125446
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0125479
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-306905
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02595430
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00

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Filings

Displayed year

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

Open filing
Assets
$4,286,035
Liabilities
$0
Net assets
$4,286,035
Revenue
$14,772
Expenses
$321,677
Net income
-$306,905
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.16$0.24$0.08
2024Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.33$0.25$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.17$0.29$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.01$0.32$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.99$0.24$0.75
2020Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.11$0.24$0.13