Civic Intelligence

Dean Welfare Trust Tr U Decl

990PF • Fiscal year 2022 • EIN 04-6046890

Sep 01, 2021 to Aug 31, 2022 • Filed on Jan 13, 2023

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

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

15th percentile

-39%

Higher net margin than 15% of similar nonprofits.

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

Top Officer Pay

65th percentile

$11,774

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 19.0% of source-year revenue.

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

Asset Growth

41st percentile

-2.3%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$971,497

Down $23,097 (-2.3%) from 2021

Net Assets

Down

$971,497

Down $23,097 (-2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin15th percentile

Revenue

Down

$62,105

Down $173,973 (-74%) from 2021

Expenses

Down

$86,076

Down $19,590 (-19%) from 2021

Net Income

Down

-$23,971

Down $154,383 (-118%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2022

Assets$971,497
Liabilities$0
Net Assets$971,497
Open 2022 Filing

Operations Trend

Revenue Growth5th 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

2022

Revenue$62,105
Expenses$86,076
Net Income-$23,971
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Jan 13, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$11,774-$11,774
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
2023-01-13
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/EOYFMVAmt70757
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt711579
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt771587
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt781476
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt792885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt808109
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt027531
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt034574
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt062105
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt062105
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt034574
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04710
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt07064
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt011774
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt068000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt027520
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt027531
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-23971
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0276880
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt034574
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt054772
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0258
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt072745
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07322
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt086076
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt062094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt062105
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04745
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07322
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018076
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02009-06-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-11-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22020-06-04

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Filings

Displayed year

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

Open filing
Assets
$971,497
Liabilities
$0
Net assets
$971,497
Revenue
$62,105
Expenses
$86,076
Net income
-$23,971
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