Civic Intelligence

Joyce M Englund Charitable Foundation

990PF • Fiscal year 2021 • EIN 46-4785708

Jan 01, 2021 to Dec 31, 2021 • Filed on May 07, 2022

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(914) 289-3037

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

85th percentile

55%

Higher net margin than 85% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$26,300

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

56th percentile

9.3%

Faster asset growth than 56% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

348%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,464,522

Up $124,361 (+9.3%) from 2020

Net Assets

Up

$1,464,522

Up $124,361 (+9.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin85th percentile

Revenue

Up

$227,270

Up $176,517 (+348%) from 2020

Expenses

Down

$102,863

Down $1,040 (-1.0%) from 2020

Net Income

Up

$124,407

Up $177,557 (+334%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1,170,432Liabilities 2014: $02014Assets 2015: $1,147,592Liabilities 2015: $02015Assets 2019: $1,393,627Liabilities 2019: $02019Assets 2020: $1,340,161Liabilities 2020: $0Net Assets 2020: $1,340,1612020Assets 2021: $1,464,522Liabilities 2021: $0Net Assets 2021: $1,464,5222021Assets 2022: $1,447,081Liabilities 2022: $0Net Assets 2022: $1,447,0812022Assets 2023: $1,624,094Liabilities 2023: $0Net Assets 2023: $1,624,0942023Assets 2024: $1,690,480Liabilities 2024: $0Net Assets 2024: $1,690,4802024

Highlighted filing

2021

Assets$1,464,522
Liabilities$0
Net Assets$1,464,522
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2014: $1,214,718Expenses 2014: $32,245Net Income 2014: $1,182,4732014Revenue 2015: $16,083Expenses 2015: $37,943Net Income 2015: -$21,8602015Revenue 2019: $85,221Expenses 2019: $101,004Net Income 2019: -$15,7832019Revenue 2020: $50,753Expenses 2020: $103,903Net Income 2020: -$53,1502020Revenue 2021: $227,270Expenses 2021: $102,863Net Income 2021: $124,4072021Revenue 2022: $104,720Expenses 2022: $121,965Net Income 2022: -$17,2452022Revenue 2023: $291,962Expenses 2023: $114,587Net Income 2023: $177,3752023Revenue 2024: $197,800Expenses 2024: $131,073Net Income 2024: $66,7272024

Highlighted filing

2021

Revenue$227,270
Expenses$102,863
Net Income$124,407
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 7, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$26,300-$26,300
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUPPER VALLEY HUMANE SOCIETY INCGENERAL OPERATINGPCENFIELD, NH, US$7,000
Paid GrantNORTH SHORE ANIMAL LEAGUE AMERICAGENERAL OPERATINGPCPORT WASHINGTON, NY, US$7,000
Paid GrantSPCA OF WESTCHESTERGENERAL OPERATINGPCBRIARCLIDD MANOR, NY, US$6,000
Paid GrantCONNECTICUT HUMANE SOCIETYGENERAL OPERATINGPCNEWINGTON, CT, US$6,000
Paid GrantPETS ALIVE INC ANIMAL SANCTUARYGENERAL OPERATINGPCMIDDLETOWN, NY, US$6,000
Paid GrantNORTH COUNTRY SPCAGENERAL OPERATINGPCElizabethtown, NY, US$6,000
Paid GrantTHE ANIMAL MEDICAL CENTERGENERAL OPERATINGPCNEW YORK, NY, US$5,000
Paid GrantNORTH EAST ANIMAL SHELTERGENERAL OPERATINGPCSALEM, MA, US$5,000
Paid GrantFIDELCO GUIDE DOG FOUNDATION INCGENERAL OPERATINGPCBLOOMFIELD, CT, US$5,000
Paid GrantGUIDING EYES FOR THE BLIND INCGENERAL OPERATINGPCYORKTOWN HEIGHTS, NY, US$5,000
Paid Grant13 HANDS EQUINE RESCUE INCGENERAL OPERATINGPCBEDFORD HILLS, NY, US$5,000
Paid GrantPAWS CROSSED ANIMAL RESCUE INCGENERAL OPERATINGPCELMSFORD, NY, US$5,000
Paid GrantSUSQUEHANNA SPCAGENERAL OPERATINGPCCOOPERSTOWN, NY, US$5,000
Paid GrantA NEW CHANCE ANIMAL RESCUEGENERAL OPERATINGPCBEDFORD HILLS, NY, US$1,000
Filing and Contact Details

Filer

Filer Name
Joyce M Englund Charitable Foundation
EIN
46-4785708
Phone
9142893037
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
9142893037
Signed
2022-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd89AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt037389
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0189881
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0227270
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0227270
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0189881
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010520
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015780
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt074000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt074000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt037389
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt037389
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0124407
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0569973
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0189881
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0210981

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Filings

Displayed year

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

Open filing
Assets
$1,464,522
Liabilities
$0
Net assets
$1,464,522
Revenue
$227,270
Expenses
$102,863
Net income
$124,407
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.20$0.13$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.29$0.11$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.12$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.23$0.10$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.05$0.10$0.05
2019Summary only. Only limited summary data is available for this year.$1.39$0.00$0.09$0.10$0.02
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$0.02$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$1.17$0.00$1.21$0.03$1.18