Civic Intelligence

Sirmay Elizabeth R Charitable Trust

990PF • Fiscal year 2024 • EIN 25-6701861

Jan 01, 2024 to Dec 31, 2024 • Filed on May 07, 2025

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

(302) 421-2288

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.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

23rd percentile

-9.5%

Higher net margin than 23% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$71,040

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

31st percentile

-0.7%

Faster asset growth than 31% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,037,039

Up $123,702 (+2.5%) from 2022

Net Assets

Up

$5,037,039

Up $123,702 (+2.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin23rd percentile

Revenue

Up

$361,410

Up $266,177 (+280%) from 2022

Expenses

Down

$395,712

Down $53,345 (-12%) from 2022

Net Income

Up

-$34,302

Up $319,522 (+90%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$6.0M$4.0M$2.0M$0Assets 2018: $4,833,336Liabilities 2018: $0Net Assets 2018: $4,833,3362018Assets 2019: $4,962,594Liabilities 2019: $0Net Assets 2019: $4,962,5942019Assets 2020: $4,778,444Liabilities 2020: $0Net Assets 2020: $4,778,4442020Assets 2022: $4,913,337Liabilities 2022: $0Net Assets 2022: $4,913,3372022Assets 2024: $5,037,039Liabilities 2024: $0Net Assets 2024: $5,037,0392024

Highlighted filing

2024

Assets$5,037,039
Liabilities$0
Net Assets$5,037,039
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

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

$500K$0-$500KRevenue 2018: $425,700Expenses 2018: $384,368Net Income 2018: $41,3322018Revenue 2019: $495,470Expenses 2019: $357,474Net Income 2019: $137,9962019Revenue 2020: $171,985Expenses 2020: $363,001Net Income 2020: -$191,0162020Revenue 2022: $95,233Expenses 2022: $449,057Net Income 2022: -$353,8242022Revenue 2024: $361,410Expenses 2024: $395,712Net Income 2024: -$34,3022024

Highlighted filing

2024

Revenue$361,410
Expenses$395,712
Net Income-$34,302
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$71,040-$71,040
MARK N DILTS ESQCo-Trustee-$35,515-$35,515
Filing and Contact Details

Filer

Filer Name
Sirmay Elizabeth R Charitable Trust
EIN
25-6701861
Phone
3024212288
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
3024212288
Signed
2025-05-07
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/CategoryOrItemTxt14387234N765 TCW EMERGING MARKETS
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14891377B109 UNIVERSAL MUSIC GROU
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt151983134107 WYNN RESORTS LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152G25508105 CRH PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt153G3223R108 EVEREST RE GRP LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt154G4863A108 INTERNATIONAL GAME T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt155G5960L103 MEDTRONIC PLC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15702665WFT3 AMERICAN HONDA FINAN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt159038222105 APPLIED MATERIALS IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt164071813109 BAXTER INTL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt165086516101 BEST BUY INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt166110122108 BRISTOL MYERS SQUIBB
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16814913UAS9 CATERPILLAR FINL SER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16917275RBR2 CISCO SYSTEMS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17020030NCA7 COMCAST CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17120825C104 CONOCOPHILLIPS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17221688ABH4 COOPERAT RABOBANK UA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17322550L2K6 CREDIT SUISSE NEW YO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17424703L202 DELL TECHNOLOGIES IN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt175251526CW7 DEUTSCHE BANK NY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17625278X109 DIAMONDBACK ENERGY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17725659T107 DOLBY LABORATORIES I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17831428X106 FEDEX CORPORATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17931618H283 FIDELITY ADV INTL SM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt180320517105 FIRST HORIZON NATL C
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18137045V100 GENERAL MOTORS CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18238151LAF7 GOLDMAN SACHS BANK U
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt183443510607 HUBBELL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18445662N103 INFINEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt185459200101 INTERNATIONAL BUSINE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt186460146103 INTERNATIONAL PAPER
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18746434G764 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt188501187108 KUEHNE & NAGEL INTL-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt189504922105 LABCORP HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19059156R108 METLIFE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt191606822DE1 MITSUBISHI UFJ FIN G
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19261747YFA8 MORGAN STANLEY
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt194693475105 PNC FINANCIAL SERVIC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt195693475BR5 P N C FINANCIAL SERV
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt197718546104 PHILLIPS 66
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19878663S201 SAGE GROUP PLC-UNSPO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19988579Y101 3M CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt200961214FK4 WESTPAC BANKING CORP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt203G7496G103 RENAISSANCERE HLDGS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt204G87052109 TE CONNECTIVITY PLC
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$5,037,039
Liabilities
$0
Net assets
$5,037,039
Revenue
$361,410
Expenses
$395,712
Net income
-$34,302
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.36$0.40$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.91$0.00$4.91$0.10$0.45$0.35
2020Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.17$0.36$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.96$0.00$4.96$0.50$0.36$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.43$0.38$0.04