Civic Intelligence

John L and Lucy Lemon Milton Charitable Trust

EIN 61-6070034 • Pittsburgh, PA

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

23rd percentile

-8.4%

Higher net margin than 23% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

36th percentile

$20,163

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

33rd percentile

-0.5%

Faster asset growth than 33% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$6,822,707

Down $33,420 (-0.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$6,822,707

Down $33,420 (-0.5%) from 2024

Revenue

Down

$395,118

Down $55,979 (-12%) from 2024

Expenses

Up

$428,307

Up $131,270 (+44%) from 2024

Net Income

Down

-$33,189

Down $187,249 (-122%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,600,601Liabilities 2011: $0Net Assets 2011: $3,600,6012011Assets 2012: $3,531,223Liabilities 2012: $12012Assets 2013: $3,684,193Liabilities 2013: $0Net Assets 2013: $3,684,1932013Assets 2014: $5,641,945Liabilities 2014: $02014Assets 2015: $5,946,507Liabilities 2015: $02015Assets 2016: $6,010,706Liabilities 2016: $02016Assets 2020: $6,599,627Liabilities 2020: $0Net Assets 2020: $6,599,6272020Assets 2021: $6,780,943Liabilities 2021: $0Net Assets 2021: $6,780,9432021Assets 2022: $7,046,861Liabilities 2022: $0Net Assets 2022: $7,046,8612022Assets 2023: $6,655,067Liabilities 2023: $0Net Assets 2023: $6,655,0672023Assets 2024: $6,856,127Liabilities 2024: $0Net Assets 2024: $6,856,1272024Assets 2025: $6,822,707Liabilities 2025: $0Net Assets 2025: $6,822,7072025

Highlighted filing

2025

Assets$6,822,707
Liabilities$0
Net Assets$6,822,707

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $200,5972011Revenue 2012: $152,892Expenses 2012: $222,270Net Income 2012: -$69,3782012Expenses 2013: $211,6702013Revenue 2014: $2,174,958Expenses 2014: $217,206Net Income 2014: $1,957,7522014Revenue 2015: $557,494Expenses 2015: $329,286Net Income 2015: $228,2082015Revenue 2016: $412,513Expenses 2016: $348,309Net Income 2016: $64,2042016Revenue 2020: -$151,483Expenses 2020: $361,931Net Income 2020: -$513,4142020Revenue 2021: $567,987Expenses 2021: $376,674Net Income 2021: $191,3132021Revenue 2022: $652,647Expenses 2022: $392,847Net Income 2022: $259,8002022Revenue 2023: $64,955Expenses 2023: $457,428Net Income 2023: -$392,4732023Revenue 2024: $451,097Expenses 2024: $297,037Net Income 2024: $154,0602024Revenue 2025: $395,118Expenses 2025: $428,307Net Income 2025: -$33,1892025

Highlighted filing

2025

Revenue$395,118
Expenses$428,307
Net Income-$33,189

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 26, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrustee-$20,163-$20,163
Filing and Contact Details

Filer

Filer Name
John L and Lucy Lemon Milton Charitable Trust
EIN
61-6070034
Phone
4127627070
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127627070
Signed
2025-11-26
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
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