Civic Intelligence

Joyce M Englund Charitable Foundation

990PF • Fiscal year 2023 • EIN 46-4785708

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 27, 2024

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.

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

91st percentile

61%

Higher net margin than 91% of similar nonprofits.

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

Top Officer Pay

54th percentile

$23,899

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

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

Asset Growth

72nd percentile

12%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

93rd percentile

179%

Faster revenue growth than 93% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,624,094

Up $177,013 (+12%) from 2022

Net Assets

Up

$1,624,094

Up $177,013 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin91st percentile

Revenue

Up

$291,962

Up $187,242 (+179%) from 2022

Expenses

Down

$114,587

Down $7,378 (-6.0%) from 2022

Net Income

Up

$177,375

Up $194,620 (+1129%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2023

Assets$1,624,094
Liabilities$0
Net Assets$1,624,094
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$291,962
Expenses$114,587
Net Income$177,375
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 27, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$23,899-$23,899
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
2024-03-27
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/ListedAtCostOrFMVCd70AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt040193
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0250702
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt01067
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0291962
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0291962
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0250702

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Filings

Displayed year

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

Open filing
Assets
$1,624,094
Liabilities
$0
Net assets
$1,624,094
Revenue
$291,962
Expenses
$114,587
Net income
$177,375
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