Civic Intelligence

Merle E&Olive Lee Gilliand Tr Foundation

990PF • Fiscal year 2021 • EIN 38-7099186

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 21, 2021

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 995-1793

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

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

Net Margin

64th percentile

24%

Higher net margin than 64% of similar nonprofits.

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

Top Officer Pay

37th percentile

$99,635

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

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

Asset Growth

30th percentile

2.2%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$10,907,710

Up $233,642 (+2.2%) from 2020

Net Assets

$10,907,710

No earlier filing loaded for comparison.

Liabilities

Flat

$1

Flat from 2020

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin64th percentile

Revenue

Up

$976,117

Up $1,031,683 (+1857%) from 2020

Expenses

Down

$740,427

Down $12,696 (-1.7%) from 2020

Net Income

Up

$235,690

Up $1,044,379 (+129%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$15M$10M$5.0M$0Assets 2014: $9,680,302Liabilities 2014: $02014Assets 2015: $13,385,922Liabilities 2015: $1Net Assets 2015: $13,385,9222015Assets 2016: $12,897,404Liabilities 2016: $0Net Assets 2016: $12,897,4042016Assets 2017: $12,577,877Liabilities 2017: $0Net Assets 2017: $12,577,8772017Assets 2018: $11,911,757Liabilities 2018: $0Net Assets 2018: $11,911,7572018Assets 2019: $11,480,085Liabilities 2019: $0Net Assets 2019: $11,480,0852019Assets 2020: $10,674,068Liabilities 2020: $12020Assets 2021: $10,907,710Liabilities 2021: $1Net Assets 2021: $10,907,7102021Assets 2022: $11,208,381Liabilities 2022: $1Net Assets 2022: $11,208,3812022Assets 2023: $10,680,423Liabilities 2023: $1Net Assets 2023: $10,680,4232023Assets 2025: $10,215,758Liabilities 2025: $0Net Assets 2025: $10,215,7582025

Highlighted filing

2021

Assets$10,907,710
Liabilities$1
Net Assets$10,907,710
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MRevenue 2014: $9,788,606Expenses 2014: $107,916Net Income 2014: $9,680,6902014Revenue 2015: $1,960,728Expenses 2015: $464,732Net Income 2015: $1,495,9962015Revenue 2016: $273,141Expenses 2016: $759,783Net Income 2016: -$486,6422016Revenue 2017: $478,748Expenses 2017: $798,356Net Income 2017: -$319,6082017Revenue 2018: $397,911Expenses 2018: $1,064,612Net Income 2018: -$666,7012018Revenue 2019: $460,786Expenses 2019: $892,756Net Income 2019: -$431,9702019Revenue 2020: -$55,566Expenses 2020: $753,123Net Income 2020: -$808,6892020Revenue 2021: $976,117Expenses 2021: $740,427Net Income 2021: $235,6902021Revenue 2022: $1,216,246Expenses 2022: $916,284Net Income 2022: $299,9622022Revenue 2023: $526,123Expenses 2023: $1,047,110Net Income 2023: -$520,9872023Revenue 2025: $765,004Expenses 2025: $966,781Net Income 2025: -$201,7772025

Highlighted filing

2021

Revenue$976,117
Expenses$740,427
Net Income$235,690
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 21, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-TrusteePT$99,635-$99,635
JAY FERGUSONCo-TrusteePT$51,810-$51,810
Filing and Contact Details

Filer

Filer Name
M E & O L Gilliand Fdn 3
EIN
38-7099186
Phone
4129951793
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4129951793
Signed
2021-10-21
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8031162100 AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40606776201 MITSUBISHI ELEC CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42654624105 NIPPON TELEG & TEL C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47715684106 PERUSAHAAN PERSEROAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49767204100 RIO TINTO PLC SPONSO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50771195104 ROCHE HOLDING LTD SP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56863667101 STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57874039100 TAIWAN SEMICONDUCTOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58874060205 TAKEDA PHARMACEUTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59881575401 TESCO PLC ADR SEDOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60889094108 TOKIO MARINE HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61904767704 UNILEVER PLC W/I SPO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6400206R102 AT&T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6500783V104 ADYEN NV-UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6601609W102 ALIBABA GROUP HOLDIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6702079K305 ALPHABET INC/CA-CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6802209S103 ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6902319V103 AMBEV SA-SPN ADR ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7005946K101 BANCO BILBAO VIZCAYA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7105964H105 BANCO SANTANDER S A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7212562Y100 CK HUTCHISON HOLDIN-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7312591J207 1SPC PHARMACEUTICAL-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7417275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7523304Y100 DBS GROUP HLDGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7624872B100 DENSO CORP UNSPON AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7725243Q205 DIAGEO PLC SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7826874R108 ENI S P A SPONSORED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7926876F102 ENN ENERGY HOLDINGS-
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8129429L105 EPIROC AKTIEBOLAG-UN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8230303M102 FACEBOOK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8335952Q106 FUCHS PETROLUB SE-PR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8435958N107 FUJI FILM HOLDINGS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8537733W105 GLAXO SMITHKLINE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8640415F101 HDFC BANK LTD SPON -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8745104G104 ICICI BANK LTD SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8845262P102 IMPERIAL BRANDS PLC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8945662N103 INFINEON TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9046625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9154338V101 LONZA GROUP AG UNSPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9258933Y105 MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9360921V101 MONDI PLC-UNSPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9463903X103 NATURGY ENERGY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9565339F101 NEXTERA ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9665479L108 NITORI HLDGS CO LTD-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9766987V109 NOVARTIS AG SPONSORE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9869343P105 LUKOIL PJSC-SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9972341E304 PING AN INSURANCE (G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10074728G605 QBE INSURANCE GROUP-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10178460A106 SNAM RETE GAS-UNSPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10278467K107 SSE PLC SPN ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10380105N105 SANOFI SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10480687P106 SCHNEIDER ELECTRIC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10582929R304 SINGAPORE TELECOMMUN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10683569C102 SONOVA HLDG AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10787155N109 SYMRISE AG UNSPON AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10887184P109 SYSMEX CORP UNSPONSO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10987960M205 TELIA COMPANY AB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11088032Q109 TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11190460M204 UNI CHARM CORP SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11291324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11392343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11492826C839 VISA INC CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11592890T205 WH GROUP LTD - SPON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11692937A102 WPP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11792939U106 WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118G5494J103 LINDE PLC SEDOL BZ12
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119H01301128 ALCON INC SEDOL BJXB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120M22465104 CHECK POINT SOFTWARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121N97284108 YANDEX INV A ISIN NL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2662076
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt351202
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4253937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5321450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6304281
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt744858
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8426407
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9300000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1111873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt128794
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt136741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt148796
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1514626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1617599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt175846
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1816262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1914104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2014045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt228577
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt23233500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24164025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0FIXED INCOME
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3464287226 ISHARES CORE US AGGR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287242 ISHARES IBOXX $ INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287556 ISHARES BIOTECHNOLOG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6464287606 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7464287705 ISHARES S&P MID-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287804 ISHARES CORE S&P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9464287887 ISHARES S&P SMALL CA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10922908744 VANGUARD VALUE ETF

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$10,907,710
Liabilities
$1
Net assets
$10,907,710
Revenue
$976,117
Expenses
$740,427
Net income
$235,690
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.2$0.00$10.2$0.77$0.97$0.20
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.53$1.05$0.52
2022Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.22$0.92$0.30
2021Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.98$0.74$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.00$0.06$0.75$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.00$11.5$0.46$0.89$0.43
2018Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.40$1.06$0.67
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$12.6$0.00$12.6$0.48$0.80$0.32
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.00$12.9$0.27$0.76$0.49
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.00$13.4$1.96$0.46$1.50
2014Summary only. Only limited summary data is available for this year.$9.68$0.00$9.79$0.11$9.68
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $10M-$25M nonprofits