Civic Intelligence

Charles B Degenstein Foundation Chart Deed

990PF • Fiscal year 2024 • EIN 23-6971532

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 06, 2025

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(215) 553-1204

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

27%

Higher net margin than 76% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

50th percentile

$11,503

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

3.0%

Faster asset growth than 49% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

1.5%

Faster revenue growth than 36% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,933,467

Up $55,852 (+3.0%) from 2023

Net Assets

Up

$1,933,467

Up $55,852 (+3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin76th percentile

Revenue

Up

$172,351

Up $2,508 (+1.5%) from 2023

Expenses

Up

$126,462

Up $25,054 (+25%) from 2023

Net Income

Down

$45,889

Down $22,546 (-33%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,736,998Liabilities 2020: $0Net Assets 2020: $1,736,9982020Assets 2021: $1,815,281Liabilities 2021: $0Net Assets 2021: $1,815,2812021Assets 2022: $1,806,653Liabilities 2022: $0Net Assets 2022: $1,806,6532022Assets 2023: $1,877,615Liabilities 2023: $0Net Assets 2023: $1,877,6152023Assets 2024: $1,933,467Liabilities 2024: $0Net Assets 2024: $1,933,4672024Assets 2025: $1,931,184Liabilities 2025: $0Net Assets 2025: $1,931,1842025

Highlighted filing

2024

Assets$1,933,467
Liabilities$0
Net Assets$1,933,467
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $156,032Expenses 2020: $122,286Net Income 2020: $33,7462020Revenue 2021: $202,543Expenses 2021: $120,888Net Income 2021: $81,6552021Revenue 2022: $142,518Expenses 2022: $197,899Net Income 2022: -$55,3812022Revenue 2023: $169,843Expenses 2023: $101,408Net Income 2023: $68,4352023Revenue 2024: $172,351Expenses 2024: $126,462Net Income 2024: $45,8892024Revenue 2025: $138,427Expenses 2025: $140,836Net Income 2025: -$2,4092025

Highlighted filing

2024

Revenue$172,351
Expenses$126,462
Net Income$45,889
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 6, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$11,503-$11,503
Filing and Contact Details

Filer

Filer Name
Degenstein Charles B Fdn-char Tr
EIN
23-6971532
Phone
2155531204
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2155531204
Signed
2025-01-06
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/CategoryOrItemTxt152759916109 REPLIGEN CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt160G3223R108 EVEREST RE GRP LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16405589K400 BNYM FLTNG RT INC-Y
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166110122108 BRISTOL MYERS SQUIBB
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16714949P208 CAUSEWAY CAP MGMT TR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17738141G104 GOLDMAN SACHS GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt178443201108 HOWMET AEROSPACE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt179443510607 HUBBELL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18045687V106 INGERSOLL RAND INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181460146103 INTERNATIONAL PAPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt182464287200 ISHARES S&P 500 INDE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183464287507 ISHARES TR S&P MIDCA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt184464287804 ISHARES TR S & P SMA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18546434G764 ISHARES MSCI EMERGIN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt192681919106 OMNICOM GROUP INC CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt199G51502105 JOHNSON CTLS INTL PL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200G7496G103 RENAISSANCERE HLDGS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,933,467
Liabilities
$0
Net assets
$1,933,467
Revenue
$172,351
Expenses
$126,462
Net income
$45,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.14$0.14$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.17$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.17$0.10$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.14$0.20$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.20$0.12$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.16$0.12$0.03