Civic Intelligence

Margaret M Patton Trust UW

990PF • Fiscal year 2020 • EIN 25-6170579

Jan 01, 2020 to Dec 31, 2020 • Filed on May 05, 2021

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(412) 234-1634

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

32nd percentile

-5.4%

Higher net margin than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

54th percentile

$26,149

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

$3,184,183

No earlier filing loaded for comparison.

Net Assets

$3,184,183

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin32nd percentile

Revenue

$192,766

No earlier filing loaded for comparison.

Expenses

$203,161

No earlier filing loaded for comparison.

Net Income

-$10,395

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.

$6.0M$4.0M$2.0M$0Assets 2020: $3,184,183Liabilities 2020: $0Net Assets 2020: $3,184,1832020Assets 2021: $3,182,597Liabilities 2021: $0Net Assets 2021: $3,182,5972021Assets 2022: $3,080,046Liabilities 2022: $0Net Assets 2022: $3,080,0462022Assets 2023: $4,085,699Liabilities 2023: $0Net Assets 2023: $4,085,6992023Assets 2024: $4,097,677Liabilities 2024: $0Net Assets 2024: $4,097,6772024

Highlighted filing

2020

Assets$3,184,183
Liabilities$0
Net Assets$3,184,183
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $192,766Expenses 2020: $203,161Net Income 2020: -$10,3952020Revenue 2021: $215,899Expenses 2021: $217,165Net Income 2021: -$1,2662021Revenue 2022: $158,114Expenses 2022: $260,004Net Income 2022: -$101,8902022Revenue 2023: $1,267,597Expenses 2023: $263,882Net Income 2023: $1,003,7152023Revenue 2024: $251,508Expenses 2024: $239,658Net Income 2024: $11,8502024

Highlighted filing

2020

Revenue$192,766
Expenses$203,161
Net Income-$10,395
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$26,149-$26,149
Filing and Contact Details

Filer

Filer Name
Patton M for Charities
EIN
25-6170579
Phone
4122341634
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122341634
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3271941
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3282189
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3292764
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3301384
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3312725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3322983
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3331247
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3341753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3355299
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt336755
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3371329
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3381358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3391676
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3402859
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3411505
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3421226
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3431942
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3441063
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3451725
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3461491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3472021
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3481634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3491013
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt350936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3511053
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3521257
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3532120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt354884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3551169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3562932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3571871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3582202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3592007
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3601395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3611148
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0025816109 AMERICAN EXPRESS COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt100846U101 AGILENT TECHNOLOGIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2532457108 ELI LILLY & CO COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3539830109 LOCKHEED MARTIN CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4071813109 BAXTER INTL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5125269100 CF INDS HLDGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6166764100 CHEVRONTEXACO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7192446102 COGNIZANT TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt864110L106 NETFLIX COM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9883556102 THERMO ELECTRON CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1192343V104 VERIZON COMMUNICATIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12595112103 MICRON TECHNOLOGY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13718172109 PHILIP MORRIS INTERN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14718546104 PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1574460D109 PUBLIC STORAGE INC C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16745867101 PULTE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1778409V104 S & P GLOBAL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18910047109 UNITED AIRLINES HOLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1992826C839 VISA INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2058933Y105 MERCK & CO INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21654106103 NIKE INC CL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22744320102 PRUDENTIAL FINL INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23896945201 TRIPADVISOR INC-W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24949746101 WELLS FARGO & CO NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25701765505 PARNASSUS MID CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2674340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27882508104 TEXAS INSTRUMENTS IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28931142103 WAL MART STORES INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29053015103 AUTOMATIC DATA PROCE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3046625H100 J P MORGAN CHASE & C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3102079K107 ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32125523100 CIGNA CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3320825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34235851102 DANAHER CORP COMMON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35254687106 DISNEY (WALT) COMPAN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3634959E109 FORTINET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3740434L105 H P INC

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,184,183
Liabilities
$0
Net assets
$3,184,183
Revenue
$192,766
Expenses
$203,161
Net income
-$10,395
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.10$0.00$4.10$0.25$0.24$0.01
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$1.27$0.26$1.00
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.16$0.26$0.10
2021Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.22$0.22$0.00
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.19$0.20$0.01