Civic Intelligence

Willock Memorial Fund

990PF • Fiscal year 2023 • EIN 25-6170449

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 10, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

11th percentile

-69%

Higher net margin than 11% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

60th percentile

$49,119

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

27th percentile

-3.2%

Faster asset growth than 27% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

1074%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,147,864

Down $138,171 (-3.2%) from 2022

Net Assets

Down

$4,147,864

Down $138,171 (-3.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin11th percentile

Revenue

Up

$173,457

Up $158,685 (+1074%) from 2022

Expenses

Down

$293,652

Down $28,025 (-8.7%) from 2022

Net Income

Up

-$120,195

Up $186,710 (+61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2023

Assets$4,147,864
Liabilities$0
Net Assets$4,147,864
Open 2023 Filing

Operations Trend

Revenue Growth99th 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

2023

Revenue$173,457
Expenses$293,652
Net Income-$120,195
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 10, 2024
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$49,119-$49,119
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
2024-01-10
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/CategoryOrItemTxt152743315103 PROGRESSIVE CORP OHI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153759916109 REPLIGEN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154776696106 ROPER INDS INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155778296103 ROSS STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt156780259305 SHELL PLC-W/I-ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15780105N105 SANOFI-SYNTHELABO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt158803607100 SAREPTA THERAPEUTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159806857108 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160808513105 SCHWAB CHARLES CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16190353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt162G0403H108 AON PLC/IRELAND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt163G16962105 BUNGE LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164G25508105 CRH ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165G3223R108 EVEREST RE GRP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166G4863A108 INTERNATIONAL GAME T
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Filings

Displayed year

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

Open filing
Assets
$4,147,864
Liabilities
$0
Net assets
$4,147,864
Revenue
$173,457
Expenses
$293,652
Net income
-$120,195
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