Civic Intelligence

William B Mclaughlin Charitable Trust

990PF • Fiscal year 2024 • EIN 25-6842434

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 22, 2025

Organization Profile
500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

(412) 762-6538

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

32nd percentile

-3.8%

Higher net margin than 32% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$34,029

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$2,528,449

Down $8,295 (-0.3%) from 2023

Net Assets

Down

$2,528,449

Down $8,295 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin32nd percentile

Revenue

Down

$156,996

Down $135,265 (-46%) from 2023

Expenses

Up

$162,968

Up $39,163 (+32%) from 2023

Net Income

Down

-$5,972

Down $174,428 (-104%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,813,250Liabilities 2010: $0Net Assets 2010: $1,813,2502010Assets 2012: $1,785,250Liabilities 2012: $0Net Assets 2012: $1,785,2502012Assets 2013: $1,990,334Liabilities 2013: $0Net Assets 2013: $1,990,3342013Assets 2014: $2,036,870Liabilities 2014: $0Net Assets 2014: $2,036,8702014Assets 2015: $2,116,299Liabilities 2015: $0Net Assets 2015: $2,116,2992015Assets 2016: $2,238,986Liabilities 2016: $0Net Assets 2016: $2,238,9862016Assets 2017: $2,176,669Liabilities 2017: $0Net Assets 2017: $2,176,6692017Assets 2018: $2,189,669Liabilities 2018: $0Net Assets 2018: $2,189,6692018Assets 2019: $2,197,682Liabilities 2019: $0Net Assets 2019: $2,197,6822019Assets 2020: $2,304,674Liabilities 2020: $0Net Assets 2020: $2,304,6742020Assets 2021: $2,359,641Liabilities 2021: $0Net Assets 2021: $2,359,6412021Assets 2022: $2,369,134Liabilities 2022: $0Net Assets 2022: $2,369,1342022Assets 2023: $2,536,744Liabilities 2023: $0Net Assets 2023: $2,536,7442023Assets 2024: $2,528,449Liabilities 2024: $0Net Assets 2024: $2,528,4492024Assets 2025: $2,588,475Liabilities 2025: $0Net Assets 2025: $2,588,4752025

Highlighted filing

2024

Assets$2,528,449
Liabilities$0
Net Assets$2,528,449
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $120,4332010Expenses 2012: $135,2932012Expenses 2013: $144,0162013Revenue 2014: $202,257Expenses 2014: $162,722Net Income 2014: $39,5352014Revenue 2015: $159,385Expenses 2015: $134,713Net Income 2015: $24,6722015Revenue 2016: $265,586Expenses 2016: $142,896Net Income 2016: $122,6902016Revenue 2017: $84,004Expenses 2017: $146,315Net Income 2017: -$62,3112017Revenue 2018: $144,236Expenses 2018: $131,238Net Income 2018: $12,9982018Revenue 2019: $144,824Expenses 2019: $136,809Net Income 2019: $8,0152019Revenue 2020: $253,706Expenses 2020: $146,705Net Income 2020: $107,0012020Revenue 2021: $224,551Expenses 2021: $165,877Net Income 2021: $58,6742021Revenue 2022: $180,297Expenses 2022: $168,599Net Income 2022: $11,6982022Revenue 2023: $292,261Expenses 2023: $123,805Net Income 2023: $168,4562023Revenue 2024: $156,996Expenses 2024: $162,968Net Income 2024: -$5,9722024Revenue 2025: $232,116Expenses 2025: $171,835Net Income 2025: $60,2812025

Highlighted filing

2024

Revenue$156,996
Expenses$162,968
Net Income-$5,972
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$34,029-$34,029
Filing and Contact Details

Filer

Filer Name
William B Mclaughlin Charitable Trust
EIN
25-6842434
Phone
4127626538
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127626538
Signed
2025-01-22
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100580135101 MCDONALD'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10158733R102 MERCADOLIBRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102670100205 NOVO NORDISK A S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10367103H107 O REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104718172109 PHILIP MORRIS INTERN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105817565104 SERVICE CORP INTERNA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10692532F100 VERTEX PHARMACEUTICA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10794106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108H1467J104 CHUBB LTD SEDOL B3BQ
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm109007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110025816109 AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11104016X101 ARGENX SE - ADR ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112042068205 ARM HOLDINGS PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113046353108 ASTRAZENECA PLC SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114126408103 CSX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115127387108 CADENCE DESIGN SYSTE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm116150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm117172908105 CINTAS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118502117203 L OREAL CO UNSPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11960741F104 MOBILEYE GLOBAL INC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12060937P106 MONGODB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121615369105 MOODY'S CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122693718108 PACCAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12374340W103 PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12481762P102 SERVICE NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm126863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm127879360105 TELEDYNE TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12890384S303 ULTA BEAUTY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm129N07059210 ASML HOLDING NV-NY S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13012572Q105 CME GROUP INC A DERI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm131147528103 CASEYS GENERAL STORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13229261A100 ENCOMPASS HEALTH COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133452308109 ILLINOIS TOOL WORKS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134780259305 SHELL PLC-W/I-ADR SE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135893641100 TRANSDIGM GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm136G29183103 EATON CORP PLC SEDOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm137V7780T103 ROYAL CARIBBEAN CRUI
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0156996
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013612
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt020417
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt034029
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0121136
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0121136
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt070363
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt070375
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5972
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0696054
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt086609
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0135473
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01400
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01919
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt012
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05884
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0136148
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021511
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0162968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0156984
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0156996
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015012
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021511
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt041832
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-04-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-04-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32021-02-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42021-11-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-06-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-09-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72022-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-10-17

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,528,449
Liabilities
$0
Net assets
$2,528,449
Revenue
$156,996
Expenses
$162,968
Net income
-$5,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.23$0.17$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.16$0.16$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.29$0.12$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.18$0.17$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.22$0.17$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.25$0.15$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.14$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.14$0.13$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.08$0.15$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.27$0.14$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.16$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.20$0.16$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.14
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.12