Civic Intelligence

Daniel G Hartman Charitable Trust

990PF • Fiscal year 2018 • EIN 23-2693865

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization Profile
Bny Mellon Na PO Box 185Pittsburgh, PA 15230-0185

(215) 553-1152

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

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

2018 filings • $5M-$10M nonprofits • Source year 2018

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

41st percentile

$73,000

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2018 filings • $5M-$10M nonprofits • Source year 2018

Asset Growth

43rd percentile

0.0%

Faster asset growth than 43% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2015 to 2018

Revenue Growth

64th percentile

11%

Faster revenue growth than 64% of similar nonprofits.

2018 filings • $5M-$10M nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$8,738,015

Up $4,832 (+0.1%) from 2015

Net Assets

$8,738,015

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin87th percentile

Revenue

Up

$958,281

Up $248,936 (+35%) from 2015

Expenses

Up

$537,799

Up $53,755 (+11%) from 2015

Net Income

Up

$420,482

Up $195,181 (+87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$10M$5.0M$0Assets 2011: $8,712,315Liabilities 2011: $02011Assets 2012: $8,417,982Liabilities 2012: $02012Assets 2013: $8,596,672Liabilities 2013: $02013Assets 2014: $8,507,882Liabilities 2014: $02014Assets 2015: $8,733,183Liabilities 2015: $02015Assets 2018: $8,738,015Liabilities 2018: $0Net Assets 2018: $8,738,0152018Assets 2019: $8,644,210Liabilities 2019: $0Net Assets 2019: $8,644,2102019Assets 2020: $8,326,100Liabilities 2020: $0Net Assets 2020: $8,326,1002020Assets 2021: $9,078,901Liabilities 2021: $0Net Assets 2021: $9,078,9012021Assets 2022: $9,168,771Liabilities 2022: $0Net Assets 2022: $9,168,7712022Assets 2023: $8,987,322Liabilities 2023: $0Net Assets 2023: $8,987,3222023Assets 2024: $9,036,423Liabilities 2024: $0Net Assets 2024: $9,036,4232024

Highlighted filing

2018

Assets$8,738,015
Liabilities$0
Net Assets$8,738,015
Open 2018 Filing

Operations Trend

Revenue Growth64th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $36,505Expenses 2011: $459,492Net Income 2011: -$422,9872011Revenue 2012: $98,109Expenses 2012: $415,578Net Income 2012: -$317,4692012Revenue 2013: $627,460Expenses 2013: $448,770Net Income 2013: $178,6902013Revenue 2014: $398,546Expenses 2014: $487,336Net Income 2014: -$88,7902014Revenue 2015: $709,345Expenses 2015: $484,044Net Income 2015: $225,3012015Revenue 2018: $958,281Expenses 2018: $537,799Net Income 2018: $420,4822018Revenue 2019: $377,588Expenses 2019: $471,142Net Income 2019: -$93,5542019Revenue 2020: $282,189Expenses 2020: $599,911Net Income 2020: -$317,7222020Revenue 2021: $1,376,519Expenses 2021: $622,903Net Income 2021: $753,6162021Revenue 2022: $831,137Expenses 2022: $739,614Net Income 2022: $91,5232022Revenue 2023: $386,930Expenses 2023: $565,337Net Income 2023: -$178,4072023Revenue 2024: $644,741Expenses 2024: $596,442Net Income 2024: $48,2992024

Highlighted filing

2018

Revenue$958,281
Expenses$537,799
Net Income$420,482
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.0
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee See Attached-$73,000-$73,000
Filing and Contact Details

Filer

Filer Name
Daniel G Hartman Charitable Trust
EIN
23-2693865
Phone
2155531152
Address
BNY MELLON NA PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155531152
Signed
2019-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 2,230 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Hours Per Week Devoted To Position
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0161408

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,738,015
Liabilities
$0
Net assets
$8,738,015
Revenue
$958,281
Expenses
$537,799
Net income
$420,482
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.04$0.00$9.04$0.64$0.60$0.05
2023Detailed filing. Detailed filing data is available for this year.$8.99$0.00$8.99$0.39$0.57$0.18
2022Detailed filing. Detailed filing data is available for this year.$9.17$0.00$9.17$0.83$0.74$0.09
2021Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$1.38$0.62$0.75
2020Detailed filing. Detailed filing data is available for this year.$8.33$0.00$8.33$0.28$0.60$0.32
2019Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$0.38$0.47$0.09
2018Detailed filing. Detailed filing data is available for this year.$8.74$0.00$8.74$0.96$0.54$0.42
2015Summary only. Only limited summary data is available for this year.$8.73$0.00$0.71$0.48$0.23
2014Summary only. Only limited summary data is available for this year.$8.51$0.00$0.40$0.49$0.09
2013Summary only. Only limited summary data is available for this year.$8.60$0.00$0.63$0.45$0.18
2012Summary only. Only limited summary data is available for this year.$8.42$0.00$0.10$0.42$0.32
2011Summary only. Only limited summary data is available for this year.$8.71$0.00$0.04$0.46$0.42