Civic Intelligence

Dean Welfare Trust Tr U Decl

990PF • Fiscal year 2021 • EIN 04-6046890

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 22, 2021

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-6922

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.00x

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

87th percentile

55%

Higher net margin than 87% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

62nd percentile

$8,469

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

66th percentile

15%

Faster asset growth than 66% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

407%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$994,594

Up $130,436 (+15%) from 2020

Net Assets

Up

$994,594

Up $130,436 (+15%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin87th percentile

Revenue

Up

$236,078

Up $189,554 (+407%) from 2020

Expenses

Up

$105,666

Up $37,431 (+55%) from 2020

Net Income

Up

$130,412

Up $152,123 (+701%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $857,054Liabilities 2011: $02011Assets 2012: $851,966Liabilities 2012: $02012Assets 2013: $901,533Liabilities 2013: $02013Assets 2014: $907,165Liabilities 2014: $02014Assets 2015: $912,189Liabilities 2015: $02015Assets 2016: $880,442Liabilities 2016: $02016Assets 2019: $886,005Liabilities 2019: $0Net Assets 2019: $886,0052019Assets 2020: $864,158Liabilities 2020: $0Net Assets 2020: $864,1582020Assets 2021: $994,594Liabilities 2021: $0Net Assets 2021: $994,5942021Assets 2022: $971,497Liabilities 2022: $0Net Assets 2022: $971,4972022Assets 2023: $971,688Liabilities 2023: $0Net Assets 2023: $971,6882023Assets 2024: $1,013,968Liabilities 2024: $0Net Assets 2024: $1,013,9682024Assets 2025: $968,166Liabilities 2025: $0Net Assets 2025: $968,1662025

Highlighted filing

2021

Assets$994,594
Liabilities$0
Net Assets$994,594
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $83,936Expenses 2011: $74,383Net Income 2011: $9,5532011Revenue 2012: $43,161Expenses 2012: $56,879Net Income 2012: -$13,7182012Revenue 2013: $107,047Expenses 2013: $58,490Net Income 2013: $48,5572013Revenue 2014: $66,615Expenses 2014: $61,292Net Income 2014: $5,3232014Revenue 2015: $67,723Expenses 2015: $63,183Net Income 2015: $4,5402015Revenue 2016: $30,030Expenses 2016: $61,629Net Income 2016: -$31,5992016Revenue 2019: $85,250Expenses 2019: $70,310Net Income 2019: $14,9402019Revenue 2020: $46,524Expenses 2020: $68,235Net Income 2020: -$21,7112020Revenue 2021: $236,078Expenses 2021: $105,666Net Income 2021: $130,4122021Revenue 2022: $62,105Expenses 2022: $86,076Net Income 2022: -$23,9712022Revenue 2023: $78,247Expenses 2023: $70,546Net Income 2023: $7,7012023Revenue 2024: $109,492Expenses 2024: $73,133Net Income 2024: $36,3592024Revenue 2025: $33,573Expenses 2025: $79,299Net Income 2025: -$45,7262025

Highlighted filing

2021

Revenue$236,078
Expenses$105,666
Net Income$130,412
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 22, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$8,469-$8,469
Filing and Contact Details

Filer

Filer Name
Dean Welfare Trust-tr
EIN
04-6046890
Phone
6177226922
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177226922
Signed
2021-12-22
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/EOYFMVAmt302527
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt316547
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt389237
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4095356
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt422520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt432278
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt458706
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt87112779
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt023192
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0212886
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0236078
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0236078
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0212886

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Filings

Displayed year

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

Open filing
Assets
$994,594
Liabilities
$0
Net assets
$994,594
Revenue
$236,078
Expenses
$105,666
Net income
$130,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03$0.08$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.11$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.07$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.06$0.09$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.24$0.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.05$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.09$0.07$0.01
2016Summary only. Only limited summary data is available for this year.$0.88$0.00$0.03$0.06$0.03
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.07$0.06$0.00
2014Summary only. Only limited summary data is available for this year.$0.91$0.00$0.07$0.06$0.01
2013Summary only. Only limited summary data is available for this year.$0.90$0.00$0.11$0.06$0.05
2012Summary only. Only limited summary data is available for this year.$0.85$0.00$0.04$0.06$0.01
2011Summary only. Only limited summary data is available for this year.$0.86$0.00$0.08$0.07$0.01