Civic Intelligence

Berger Edwin L-Charitable Tr

990PF • Fiscal year 2023 • EIN 27-6136306

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

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

(212) 922-6129

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

84th percentile

39%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

61st percentile

$54,094

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

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

Asset Growth

56th percentile

4.5%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

87th percentile

81%

Faster revenue growth than 87% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,682,061

Up $203,383 (+4.5%) from 2022

Net Assets

Up

$4,682,061

Up $203,383 (+4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin84th percentile

Revenue

Up

$519,464

Up $231,737 (+81%) from 2022

Expenses

Down

$314,688

Down $8,633 (-2.7%) from 2022

Net Income

Up

$204,776

Up $240,370 (+675%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2023

Assets$4,682,061
Liabilities$0
Net Assets$4,682,061
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this 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

2023

Revenue$519,464
Expenses$314,688
Net Income$204,776
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$54,094-$54,094
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
2024-03-22
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/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd79AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0117976
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0397089
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018

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Filings

Displayed year

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

Open filing
Assets
$4,682,061
Liabilities
$0
Net assets
$4,682,061
Revenue
$519,464
Expenses
$314,688
Net income
$204,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.81$0.40$0.41
2023Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.52$0.31$0.20
2022Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.29$0.32$0.04
2021Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.72$0.26$0.47
2020Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.20$0.27$0.07