Civic Intelligence

Whatley Charitable Trust Co Compass Bank -

990PF • Fiscal year 2022 • EIN 72-6185747

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 30, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(713) 831-5622

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

89th percentile

56%

Higher net margin than 89% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

65th percentile

$12,308

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 37.3% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

58th percentile

2.7%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-60%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$636,199

Up $16,842 (+2.7%) from 2021

Net Assets

Up

$636,199

Up $16,842 (+2.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin89th percentile

Revenue

Down

$33,025

Down $49,979 (-60%) from 2021

Expenses

Down

$14,420

Down $50,561 (-78%) from 2021

Net Income

Up

$18,605

Up $582 (+3.2%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$800K$600K$400K$200K$0Assets 2010: $544,575Liabilities 2010: $0Net Assets 2010: $544,5752010Assets 2011: $554,919Liabilities 2011: $0Net Assets 2011: $554,9192011Assets 2012: $561,105Liabilities 2012: $0Net Assets 2012: $561,1052012Assets 2013: $570,180Liabilities 2013: $0Net Assets 2013: $570,1802013Assets 2014: $566,834Liabilities 2014: $0Net Assets 2014: $566,8342014Assets 2015: $605,198Liabilities 2015: $0Net Assets 2015: $605,1982015Assets 2016: $606,567Liabilities 2016: $0Net Assets 2016: $606,5672016Assets 2017: $595,239Liabilities 2017: $0Net Assets 2017: $595,2392017Assets 2019: $589,200Liabilities 2019: $0Net Assets 2019: $589,2002019Assets 2020: $601,788Liabilities 2020: $12020Assets 2021: $619,357Liabilities 2021: $0Net Assets 2021: $619,3572021Assets 2022: $636,199Liabilities 2022: $0Net Assets 2022: $636,1992022Assets 2023: $744,395Liabilities 2023: $0Net Assets 2023: $744,3952023Assets 2025: $795,669Liabilities 2025: $0Net Assets 2025: $795,6692025

Highlighted filing

2022

Assets$636,199
Liabilities$0
Net Assets$636,199
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

$150K$100K$50K$0-$50KExpenses 2010: $18,1852010Expenses 2011: $43,9952011Expenses 2012: $33,5072012Expenses 2013: $49,7282013Revenue 2014: $49,313Expenses 2014: $52,659Net Income 2014: -$3,3462014Revenue 2015: $90,674Expenses 2015: $52,310Net Income 2015: $38,3642015Revenue 2016: $36,134Expenses 2016: $34,765Net Income 2016: $1,3692016Revenue 2017: $34,116Expenses 2017: $46,319Net Income 2017: -$12,2032017Revenue 2019: $41,082Expenses 2019: $47,561Net Income 2019: -$6,4792019Revenue 2020: $47,819Expenses 2020: $35,686Net Income 2020: $12,1332020Revenue 2021: $83,004Expenses 2021: $64,981Net Income 2021: $18,0232021Revenue 2022: $33,025Expenses 2022: $14,420Net Income 2022: $18,6052022Revenue 2023: $130,851Expenses 2023: $22,521Net Income 2023: $108,3302023Revenue 2025: $39,942Expenses 2025: $51,813Net Income 2025: -$11,8712025

Highlighted filing

2022

Revenue$33,025
Expenses$14,420
Net Income$18,605
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 30, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK NATrusteePT$12,308-$12,308
Filing and Contact Details

Filer

Filer Name
Whatley Charitable Trust
EIN
72-6185747
Phone
7138315622
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a
Title
Vice President
Phone
7138315622
Signed
2022-10-30
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83L3HARRIS TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84TRUIST FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86WALT DISNEY CO/THE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8900287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9001609W102 ALIBABA GROUP HOLDIN
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9202079K305 ALPHABET INC/CA-CL A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95039483102 ARCHER DANIELS MIDLA
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10009857L108 BOOKING HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101099724106 BORG WARNER INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10214448C104 CARRIER GLOBAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103149123101 CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10416119P108 CHARTER COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105166764100 CHEVRON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107192446102 COGNIZANT TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108194162103 COLGATE-PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10920030N101 COMCAST CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110244199105 DEERE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm111254687106 DISNEY WALT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11225746U109 DOMINION ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm113302130109 EXPEDITORS INTERNATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11430303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm115303075105 FACTSET RESH SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11631620M106 FIDELITY NATIONAL IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11733616C100 FIRST REPUBLIC BANK/
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11837045V100 GENERAL MOTORS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119375558103 GILEAD SCIENCES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm120410345102 HANESBRANDS INC - W/
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123444859102 HUMANA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm124452327109 ILLUMINA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12546120E602 INTUITIVE SURGICAL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12646625H100 JPMORGAN CHASE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm128494368103 KIMBERLY-CLARK CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130571748102 MARSH & MCLENNAN COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13159156R108 METLIFE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13461174X109 MONSTER BEVERAGE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm135617446448 MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13662944T105 NVR INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13867066G104 NVIDIA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14068389X105 ORACLE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141701094104 PARKER HANNIFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm142713448108 PEPSICO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm143717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm144742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14574460D109 PUBLIC STORAGE REITS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm146747525103 QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14775886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm148771195104 ROCHE HOLDING LTD SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm149784117103 SEI INVESTMENT CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15079466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm151806857108 SCHLUMBERGER LTD SED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152808513105 SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153824348106 SHERWIN-WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm154855244109 STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm155882508104 TEXAS INSTRUMENTS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15689832Q109 TRUIST FINANCIAL COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm157918204108 V-F CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15892343V104 VERIZON COMMUNICATIO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15992826C839 VISA INC CLASS A SHA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160962166104 WEYERHAEUSER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16198138H101 WORKDAY INC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162988498101 YUM! BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16398850P109 YUM CHINA HOLDINGS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164G5494J103 LINDE PLC SEDOL BZ12
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165G5960L103 MEDTRONIC PLC SEDOL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt212873
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt337220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt455900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt574854
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6102429
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt724746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8652
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt92243
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1024585
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6921937702 VANGUARD SHORT TERM
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1092828N411 VIRTUS KAR SM/CAP VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1192837F755 VIRTUS SEIX FLOATING
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt020360
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121999
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt218155
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Filings

Displayed year

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

Open filing
Assets
$636,199
Liabilities
$0
Net assets
$636,199
Revenue
$33,025
Expenses
$14,420
Net income
$18,605
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.40$0.52$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$1.31$0.23$1.08
2022Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.33$0.14$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.83$0.65$0.18
2020Summary only. Only limited summary data is available for this year.$6.02$0.00$0.48$0.36$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.41$0.48$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.95$0.00$5.95$0.34$0.46$0.12
2016Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.36$0.35$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.91$0.52$0.38
2014Detailed filing. Detailed filing data is available for this year.$5.67$0.00$5.67$0.49$0.53$0.03
2013Detailed filing. Detailed filing data is available for this year.$5.70$0.00$5.70$0.50
2012Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$0.34
2011Detailed filing. Detailed filing data is available for this year.$5.55$0.00$5.55$0.44
2010Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.18