Civic Intelligence

Daniel G Hartman Charitable Trust

990PF • Fiscal year 2022 • EIN 23-2693865

Jan 01, 2022 to Dec 31, 2022 • Filed on Mar 31, 2023

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

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$95,092

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 11.4% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

55th percentile

1.0%

Faster asset growth than 55% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-40%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$9,168,771

Up $89,870 (+1.0%) from 2021

Net Assets

Up

$9,168,771

Up $89,870 (+1.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin58th percentile

Revenue

Down

$831,137

Down $545,382 (-40%) from 2021

Expenses

Up

$739,614

Up $116,711 (+19%) from 2021

Net Income

Down

$91,523

Down $662,093 (-88%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$9,168,771
Liabilities$0
Net Assets$9,168,771
Open 2022 Filing

Operations Trend

Revenue Growth17th 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

2022

Revenue$831,137
Expenses$739,614
Net Income$91,523
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$95,092-$95,092
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
2023-03-31
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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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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Filings

Displayed year

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

Open filing
Assets
$9,168,771
Liabilities
$0
Net assets
$9,168,771
Revenue
$831,137
Expenses
$739,614
Net income
$91,523
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