Civic Intelligence

Thompson Regina B and Walter E Char Tr

990PF • Fiscal year 2019 • EIN 25-6377634

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 15, 2020

Bny Mellon Na PO Box 185Pittsburgh, PA 15230-0185

(215) 553-3437

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

17th percentile

-24%

Higher net margin than 17% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

48th percentile

$13,920

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

8th percentile

-43%

Faster revenue growth than 8% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$1,053,001

Down $12,892 (-1.2%) from 2018

Net Assets

Down

$1,053,001

Down $12,892 (-1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$53,030

Down $40,369 (-43%) from 2018

Expenses

Down

$65,922

Down $6,862 (-9.4%) from 2018

Net Income

Down

-$12,892

Down $33,507 (-163%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2018: $1,065,893Liabilities 2018: $0Net Assets 2018: $1,065,8932018Assets 2019: $1,053,001Liabilities 2019: $0Net Assets 2019: $1,053,0012019Assets 2020: $1,033,230Liabilities 2020: $0Net Assets 2020: $1,033,2302020Assets 2021: $1,102,328Liabilities 2021: $0Net Assets 2021: $1,102,3282021Assets 2022: $1,156,822Liabilities 2022: $0Net Assets 2022: $1,156,8222022Assets 2023: $1,161,452Liabilities 2023: $0Net Assets 2023: $1,161,4522023Assets 2024: $1,132,370Liabilities 2024: $0Net Assets 2024: $1,132,3702024

Highlighted filing

2019

Assets$1,053,001
Liabilities$0
Net Assets$1,053,001

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2018: $93,399Expenses 2018: $72,784Net Income 2018: $20,6152018Revenue 2019: $53,030Expenses 2019: $65,922Net Income 2019: -$12,8922019Revenue 2020: $50,587Expenses 2020: $70,359Net Income 2020: -$19,7722020Revenue 2021: $145,519Expenses 2021: $76,525Net Income 2021: $68,9942021Revenue 2022: $145,962Expenses 2022: $91,226Net Income 2022: $54,7362022Revenue 2023: $79,867Expenses 2023: $75,253Net Income 2023: $4,6142023Revenue 2024: $49,780Expenses 2024: $78,871Net Income 2024: -$29,0912024

Highlighted filing

2019

Revenue$53,030
Expenses$65,922
Net Income-$12,892
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 15, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$13,920-$13,920
Filing and Contact Details

Filer

Filer Name
Thompson Regina B&walter E-char Tr
EIN
25-6377634
Phone
2155533437
Address
BNY MELLON NA PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155533437
Signed
2020-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 410 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
TaxesSchedule/TaxesDetail/Amt0666
TaxesSchedule/TaxesDetail/Amt1502
TaxesSchedule/TaxesDetail/Amt21686
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - INCOME
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0666
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02155533437
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMPSON REGINA B&WALTER E-CHAR TR
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0256377634
ReturnHeader/Filer/PhoneNum02155533437
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY MELLON NA PO BOX 185
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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