Civic Intelligence

Daniel G Hartman Charitable Trust

990PF • Fiscal year 2023 • EIN 23-2693865

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 22, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

14th percentile

-46%

Higher net margin than 14% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$90,465

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

28th percentile

-2.0%

Faster asset growth than 28% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$8,987,322

Down $181,449 (-2.0%) from 2022

Net Assets

Down

$8,987,322

Down $181,449 (-2.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin14th percentile

Revenue

Down

$386,930

Down $444,207 (-53%) from 2022

Expenses

Down

$565,337

Down $174,277 (-24%) from 2022

Net Income

Down

-$178,407

Down $269,930 (-295%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2023

Assets$8,987,322
Liabilities$0
Net Assets$8,987,322
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$386,930
Expenses$565,337
Net Income-$178,407
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 22, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$90,465-$90,465
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
2024-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt142803607100 SAREPTA THERAPEUTICS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143806857108 SCHLUMBERGER LIMITED
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14482509L107 SHOPIFY INC-A W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt145852234103 SQUARE INC - A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14690353T100 UBER TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14792338C103 VERALTO CORP-W/I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14898978V103 ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt149G0403H108 AON PLC/IRELAND A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt150G25508105 CRH ORD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151G4863A108 INTERNATIONAL GAME T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153G7496G103 RENAISSANCERE HLDGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154H11356104 BUNGE GLOBAL SA
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,987,322
Liabilities
$0
Net assets
$8,987,322
Revenue
$386,930
Expenses
$565,337
Net income
-$178,407
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