Civic Intelligence

Merle E&Olive Lee Gilliand Tr Foundation

990PF • Fiscal year 2022 • EIN 38-7099186

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 26, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-7070

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.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

74th percentile

25%

Higher net margin than 74% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

38th percentile

$107,602

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

61st percentile

2.8%

Faster asset growth than 61% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

25%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$11,208,381

Up $300,671 (+2.8%) from 2021

Net Assets

Up

$11,208,381

Up $300,671 (+2.8%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin74th percentile

Revenue

Up

$1,216,246

Up $240,129 (+25%) from 2021

Expenses

Up

$916,284

Up $175,857 (+24%) from 2021

Net Income

Up

$299,962

Up $64,272 (+27%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2022

Assets$11,208,381
Liabilities$1
Net Assets$11,208,381
Open 2022 Filing

Operations Trend

Revenue Growth76th percentile

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

2022

Revenue$1,216,246
Expenses$916,284
Net Income$299,962
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 26, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NACo-TrusteePT$107,602-$107,602
JAY FERGUSONCo-TrusteePT$55,953-$55,953
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDUQUESNE UNIVERSITYSUPPORT & ENTREPRENERIALPCPITTSBURGH, PA, US$620,000
Paid GrantJOHNS HOPKINS UNIVERSITYGENERAL SUPPORTPCBALTIMORE, MD, US$50,000
Paid GrantXAVIER UNIVERSITYGENERAL SUPPORTPCCINCINNATI, OH, US$50,000
Filing and Contact Details

Filer

Filer Name
M E & O L Gilliand Fdn 3
EIN
38-7099186
Phone
4127627070
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Vice President
Phone
4127627070
Signed
2022-09-26
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt544858
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8700000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt108794
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21164025
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27500000
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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,208,381
Liabilities
$1
Net assets
$11,208,381
Revenue
$1,216,246
Expenses
$916,284
Net income
$299,962
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