Civic Intelligence

William E Moser Estate

990PF • Fiscal year 2021 • EIN 34-6511386

Jun 01, 2020 to May 31, 2021 • Filed on Sep 08, 2021

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 494-0067

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

12th percentile

-15%

Higher net margin than 12% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$123,229

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

19th percentile

-1.0%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$17,509,092

Down $177,625 (-1.0%) from 2020

Net Assets

Down

$17,509,092

Down $177,625 (-1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin12th percentile

Revenue

Down

$1,082,543

Down $1,330,455 (-55%) from 2020

Expenses

Up

$1,247,165

Up $60,462 (+5.1%) from 2020

Net Income

Down

-$164,622

Down $1,390,917 (-113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $16,295,687Liabilities 2014: $0Net Assets 2014: $16,295,6872014Assets 2017: $16,027,867Liabilities 2017: $0Net Assets 2017: $16,027,8672017Assets 2018: $16,551,001Liabilities 2018: $0Net Assets 2018: $16,551,0012018Assets 2019: $16,460,428Liabilities 2019: $0Net Assets 2019: $16,460,4282019Assets 2020: $17,686,717Liabilities 2020: $0Net Assets 2020: $17,686,7172020Assets 2021: $17,509,092Liabilities 2021: $0Net Assets 2021: $17,509,0922021Assets 2022: $19,694,144Liabilities 2022: $0Net Assets 2022: $19,694,1442022Assets 2023: $19,746,790Liabilities 2023: $0Net Assets 2023: $19,746,7902023Assets 2025: $19,154,601Liabilities 2025: $0Net Assets 2025: $19,154,6012025

Highlighted filing

2021

Assets$17,509,092
Liabilities$0
Net Assets$17,509,092
Open 2021 Filing

Operations Trend

Revenue Growth5th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $1,329,300Expenses 2014: $1,017,258Net Income 2014: $312,0422014Revenue 2017: $1,405,341Expenses 2017: $1,183,996Net Income 2017: $221,3452017Revenue 2018: $1,727,423Expenses 2018: $1,204,292Net Income 2018: $523,1312018Revenue 2019: $1,183,124Expenses 2019: $1,273,697Net Income 2019: -$90,5732019Revenue 2020: $2,412,998Expenses 2020: $1,186,703Net Income 2020: $1,226,2952020Revenue 2021: $1,082,543Expenses 2021: $1,247,165Net Income 2021: -$164,6222021Revenue 2022: $3,685,412Expenses 2022: $1,497,843Net Income 2022: $2,187,5692022Revenue 2023: $1,477,708Expenses 2023: $1,417,953Net Income 2023: $59,7552023Revenue 2025: $1,345,747Expenses 2025: $1,207,950Net Income 2025: $137,7972025

Highlighted filing

2021

Revenue$1,082,543
Expenses$1,247,165
Net Income-$164,622
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Sep 8, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$123,229-$123,229
Filing and Contact Details

Filer

Filer Name
William E Moser Estate
EIN
34-6511386
Phone
4124940067
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4124940067
Signed
2021-09-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69827048109 SILGAN HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7082982L103 SITEONE LANDSCAPE SU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71830830105 SKYLINE CHAMPION COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7285254J102 STAG INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73860630102 STIFEL FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74868459108 SUPERNUS PHARMACEUTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7587166B102 SYNEOS HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76882681109 TEXAS ROADHOUSE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7790278Q108 UFP INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7891734M103 US ECOLOGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7992337F107 VERACYTE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80925550105 VIAVI SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81978097103 WOLVERINE WORLD WIDE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82G4388N106 HELEN OF TROY LIMITE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1308000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21225895
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3308000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41189732
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5625722
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6599965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7453779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8655965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt93868304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10262569
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11656583
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12655100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13655100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14683000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15655100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16545900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt17436730
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt18655100
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19656769
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ETF - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MUTUAL FUNDS - EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ETF - FIXED INCOME
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5057071854 BAIRD AGGREGATE BOND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt609250J734 BLACKROCK EVENT DRIV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2074440Y884 PGIM HIGH YIELD FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2189154Q562 TOUCHSTONE SANDS EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2289355J656 TRANSAMERICA SM CAP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2497717X669 WISDOMTREE U.S. QUAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01204488
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1329749
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt21276777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3317644
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt44211556
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5844094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6732692
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7485696
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8829816
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt96727426
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt101440566
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11750304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12675459
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13668458
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14867753
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15704518
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16726770
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17565104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt18640295
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19846116
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0450527
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01082543
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0632016
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt061615
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt061614
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0123229
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01102737
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01102737
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0446010
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0450527
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-164622
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt06733908
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0632016
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01001435
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04231
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04431
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt010746
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt016768
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01164552
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt076591
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01247165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01078026
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01082543
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt061815
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt076591
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0144428
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92020-03-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102019-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112017-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122017-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132019-09-27

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,509,092
Liabilities
$0
Net assets
$17,509,092
Revenue
$1,082,543
Expenses
$1,247,165
Net income
-$164,622
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.2$0.00$19.2$1.35$1.21$0.14
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.00$19.7$1.48$1.42$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.00$19.7$3.69$1.50$2.19
2021Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$1.08$1.25$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.7$0.00$17.7$2.41$1.19$1.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.5$0.00$16.5$1.18$1.27$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.00$16.6$1.73$1.20$0.52
2017Detailed filing. Detailed filing data is available for this year.$16.0$0.00$16.0$1.41$1.18$0.22
2014Detailed filing. Detailed filing data is available for this year.$16.3$0.00$16.3$1.33$1.02$0.31