Civic Intelligence

Berger Edwin L-Charitable Tr

EIN 27-6136306 • Pittsburgh, PA

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

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

87th percentile

51%

Higher net margin than 87% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$62,702

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

66th percentile

8.8%

Faster asset growth than 66% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

81st percentile

57%

Faster revenue growth than 81% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,092,880

Up $410,819 (+8.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,092,880

Up $410,819 (+8.8%) from 2023

Revenue

Up

$814,246

Up $294,782 (+57%) from 2023

Expenses

Up

$401,741

Up $87,053 (+28%) from 2023

Net Income

Up

$412,505

Up $207,729 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2020: $4,047,468Liabilities 2020: $0Net Assets 2020: $4,047,4682020Assets 2021: $4,513,943Liabilities 2021: $0Net Assets 2021: $4,513,9432021Assets 2022: $4,478,678Liabilities 2022: $0Net Assets 2022: $4,478,6782022Assets 2023: $4,682,061Liabilities 2023: $0Net Assets 2023: $4,682,0612023Assets 2024: $5,092,880Liabilities 2024: $0Net Assets 2024: $5,092,8802024

Highlighted filing

2024

Assets$5,092,880
Liabilities$0
Net Assets$5,092,880

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2020: $200,114Expenses 2020: $269,135Net Income 2020: -$69,0212020Revenue 2021: $724,877Expenses 2021: $258,364Net Income 2021: $466,5132021Revenue 2022: $287,727Expenses 2022: $323,321Net Income 2022: -$35,5942022Revenue 2023: $519,464Expenses 2023: $314,688Net Income 2023: $204,7762023Revenue 2024: $814,246Expenses 2024: $401,741Net Income 2024: $412,5052024

Highlighted filing

2024

Revenue$814,246
Expenses$401,741
Net Income$412,505

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 18, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$62,702-$62,702
Filing and Contact Details

Filer

Filer Name
Berger Edwin L-charitable Tr
EIN
27-6136306
Phone
2129226129
Address
BNY MELLON NA PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2129226129
Signed
2025-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Raw XML AppendixShowing 400 of 3,306 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5114872
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5220889
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5778387
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd81AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0134594
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0679652
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0814246
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0814246
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0679652
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025081
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt037621
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt062702
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0327000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0327000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00

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