Civic Intelligence

Conti Family Foundation

990PF • Fiscal year 2017 • EIN 47-4522975

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

535 SMITHFIELD STREET Suite 800Pittsburgh, PA 15222

(412) 918-1100

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

42nd percentile

-1.2%

Faster asset growth than 42% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

3rd percentile

-90%

Faster revenue growth than 3% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$329,248

Down $4,112 (-1.2%) from 2016

Net Assets

Down

$329,248

Down $4,112 (-1.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$20,697

Down $191,438 (-90%) from 2016

Expenses

Up

$24,724

Up $2,169 (+9.6%) from 2016

Net Income

Down

-$4,027

Down $193,607 (-102%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2015: $149,999Liabilities 2015: $0Net Assets 2015: $149,9992015Assets 2016: $333,360Liabilities 2016: $0Net Assets 2016: $333,3602016Assets 2017: $329,248Liabilities 2017: $0Net Assets 2017: $329,2482017Assets 2018: $322,543Liabilities 2018: $0Net Assets 2018: $322,5432018Assets 2019: $331,741Liabilities 2019: $0Net Assets 2019: $331,7412019Assets 2020: $311,167Liabilities 2020: $0Net Assets 2020: $311,1672020Assets 2021: $319,301Liabilities 2021: $0Net Assets 2021: $319,3012021Assets 2022: $314,305Liabilities 2022: $0Net Assets 2022: $314,3052022Assets 2023: $299,141Liabilities 2023: $0Net Assets 2023: $299,1412023Assets 2024: $290,833Liabilities 2024: $0Net Assets 2024: $290,8332024

Highlighted filing

2017

Assets$329,248
Liabilities$0
Net Assets$329,248

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2015: $260,550Expenses 2015: $0Net Income 2015: $260,5502015Revenue 2016: $212,135Expenses 2016: $22,555Net Income 2016: $189,5802016Revenue 2017: $20,697Expenses 2017: $24,724Net Income 2017: -$4,0272017Revenue 2018: $13,120Expenses 2018: $19,825Net Income 2018: -$6,7052018Revenue 2019: $31,103Expenses 2019: $21,905Net Income 2019: $9,1982019Revenue 2020: $29,632Expenses 2020: $50,206Net Income 2020: -$20,5742020Revenue 2021: $32,743Expenses 2021: $24,609Net Income 2021: $8,1342021Revenue 2022: $10,306Expenses 2022: $15,302Net Income 2022: -$4,9962022Revenue 2023: $18,687Expenses 2023: $33,851Net Income 2023: -$15,1642023Revenue 2024: $14,879Expenses 2024: $25,794Net Income 2024: -$10,9152024

Highlighted filing

2017

Revenue$20,697
Expenses$24,724
Net Income-$4,027
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP P CONTI JRPresident-$0--
LORETTA L CONTISecretary/Treasurer-$0--
LARRY S BLAIRVice President-$0--
Filing and Contact Details

Filer

Filer Name
Conti Family Foundation
EIN
47-4522975
In Care Of
% LARRY S BLAIR
Address
535 SMITHFIELD STREET Suite 800, PITTSBURGH, PA 15222

Signing Officer

Name
Larry S Blair
Title
Vice President
Phone
4129181100
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
METZ LEWIS BRODMAN MUST O'KEEFE LLC
Address
535 SMITHFIELD STREET SUITE 800, PITTSBURGH, PA 15222
Preparer
Larry S Blair
Phone
4129181100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PRUDENTIAL IGH YIELD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77T ROWE PRICE INSTL FLOATING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78TEMPLETON GLOBAL BOND ADVISOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79ISHARES RUSSELL 1000 GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80POWERSHARES FTSE RAFI US
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81SPDR SER TR DJ WIHSHIRE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82VANGUARD INDEX FDS MID-CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83VANGUARD INDEX FDS MIDCAP GROW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84VANGUARD INDEX FDS VANGUARD SM
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt08080
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011614
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd041
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt019697
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt019697
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt04550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04550
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09047
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt011614
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08080
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08080
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08080
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4027
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0178297
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011614
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014973
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt05688
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0174
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0174
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0174
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt013771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt04724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt020000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt024724
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019697
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt020697
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt04724
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04724
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt04724
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0143786
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt122897
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt21875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05729
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0149515
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt126907
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PNC - SEE ATTACHED DETAIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PNC - SEE ATTACHED DEATIL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt011614
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt05688
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4027
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0229
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0144
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0329477
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0333360
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0329248
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017583
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017583
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017583
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017733
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0150
IRS990PF/DistributableAmountGrp/TotalTaxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04488
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0150
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04488
IRS990PF/FMVAssetsEOYAmt0368545
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt011216
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt09516
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt09516
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0322144
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0319732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0359029
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0333360
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0329248
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0368545
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0333360
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0329248
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0333360
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0329248
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0333360
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0329248
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0360070
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013368
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0346702
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05401
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017733
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0354669
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0360070
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PHILIP P CONTI JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LORETTA L CONTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2LARRY S BLAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0535 SMITHFIELD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1535 SMITHFIELD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2535 SMITHFIELD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PITTSBURGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015222
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd115222

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