Civic Intelligence

Oda Dice Demarest Charitable Trust

990PF • Fiscal year 2021 • EIN 31-6393379

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 08, 2022

Organization Profile
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 807-3902

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-35%

Higher net margin than 10% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

61st percentile

$50,003

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 28.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.9%

Faster asset growth than 21% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

51%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,160,390

Down $61,164 (-1.9%) from 2020

Net Assets

Down

$3,160,390

Down $61,164 (-1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin10th percentile

Revenue

Up

$174,086

Up $58,448 (+51%) from 2020

Expenses

Up

$234,241

Up $4,363 (+1.9%) from 2020

Net Income

Up

-$60,155

Up $54,085 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,858,218Liabilities 2010: $0Net Assets 2010: $2,858,2182010Assets 2011: $3,114,766Liabilities 2011: $0Net Assets 2011: $3,114,7662011Assets 2012: $2,957,427Liabilities 2012: $0Net Assets 2012: $2,957,4272012Assets 2013: $2,958,291Liabilities 2013: $0Net Assets 2013: $2,958,2912013Assets 2014: $3,081,964Liabilities 2014: $0Net Assets 2014: $3,081,9642014Assets 2015: $3,112,308Liabilities 2015: $0Net Assets 2015: $3,112,3082015Assets 2016: $3,025,086Liabilities 2016: $0Net Assets 2016: $3,025,0862016Assets 2017: $3,528,619Liabilities 2017: $0Net Assets 2017: $3,528,6192017Assets 2018: $3,401,301Liabilities 2018: $0Net Assets 2018: $3,401,3012018Assets 2019: $3,337,673Liabilities 2019: $0Net Assets 2019: $3,337,6732019Assets 2020: $3,221,554Liabilities 2020: $0Net Assets 2020: $3,221,5542020Assets 2021: $3,160,390Liabilities 2021: $0Net Assets 2021: $3,160,3902021Assets 2022: $3,040,424Liabilities 2022: $0Net Assets 2022: $3,040,4242022

Highlighted filing

2021

Assets$3,160,390
Liabilities$0
Net Assets$3,160,390
Open 2021 Filing

Operations Trend

Revenue Growth72nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $189,1792010Expenses 2011: $145,1442011Expenses 2012: $302,9272012Revenue 2013: $200,405Expenses 2013: $199,541Net Income 2013: $8642013Revenue 2014: $345,776Expenses 2014: $222,104Net Income 2014: $123,6722014Revenue 2015: $263,014Expenses 2015: $232,672Net Income 2015: $30,3422015Revenue 2016: $136,316Expenses 2016: $223,541Net Income 2016: -$87,2252016Revenue 2017: $716,750Expenses 2017: $213,217Net Income 2017: $503,5332017Revenue 2018: $123,191Expenses 2018: $250,538Net Income 2018: -$127,3472018Revenue 2019: $161,701Expenses 2019: $225,330Net Income 2019: -$63,6292019Revenue 2020: $115,638Expenses 2020: $229,878Net Income 2020: -$114,2402020Revenue 2021: $174,086Expenses 2021: $234,241Net Income 2021: -$60,1552021Revenue 2022: $139,540Expenses 2022: $259,885Net Income 2022: -$120,3452022

Highlighted filing

2021

Revenue$174,086
Expenses$234,241
Net Income-$60,155
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 8, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANK N ATrusteePT$50,003-$50,003
Filing and Contact Details

Filer

Filer Name
Oda Dice Demarest Charitable Trust
EIN
31-6393379
Phone
4128073902
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4128073902
Signed
2022-04-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Eric W Coursey
Phone
8445222059
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ExplnOfNonFilingWithAGStmt/ExplanationTxt0The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8912571T100 CMC MATERIALS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9626817Q886 DYNEX CAPITAL INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9929272W109 ENERGIZER SPINCO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10029355A107 ENPHASE ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10129355X107 ENPRO INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10229404K106 ENVESTNET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10329415F104 ENVISTA HOLDINGS COR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10530057T105 EVOQUA WATER TECHNOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10631572Q808 FIBROGEN INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10834417P100 FOCUS FINANCIAL PART
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11138388F108 GRACE W R & CO DEL N
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11244109J106 HOSTESS BRANDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11345073V108 ITT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11545768S105 INNOSPEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11646185L103 INVITAE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12867098H104 O-I GLASS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12969327R101 PDC ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13069753M105 PALOMAR HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13274112D101 PRESTIGE CONSUMER HE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13374164M108 PRIMERICA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13474346Y103 PROS HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13574467Q103 PUBMATIC INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13674736L109 Q2 HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13774967X103 RH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13875524B104 RBC BEARINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13975737F108 REDFIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14078469X107 SPX FLOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14178781P105 SAILPOINT TECHNOLOGI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14281617J301 SELECT ENERGY SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14381725T100 SENSIENT TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14484790A105 SPECTRUM BRANDS HLDG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14584857L101 SPIRE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14685917A100 STERLING BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14786745K104 SUNNOVA ENERGY INTER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14886771W105 SUNRUN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14987157D109 SYNAPTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15087166B102 SYNEOS HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15187901J105 TEGNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15288025T102 TENABLE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15389469A104 TREEHOUSE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15489620X506 TRILLIUM THERAPEUTIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15590041T108 TURNING POINT THERAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15690278Q108 UFP INDUSTRIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15792047W101 VALVOLINE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15892918V109 VROOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm159G0772R208 THE BANK OF N T BUTT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm160G11196105 BIOHAVEN PHARMACEUTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm161024835100 AMERICAN CAMPUS CMNT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm162077454106 BELDEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm163092113109 BLACK HILLS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm164127203107 CACTUS INC-CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16516934Q208 CHIMERA INVESTMENT C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm166258278100 DORMAN PRODUCTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm167382550101 GOODYEAR TIRE & RUBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm168423452101 HELMERICH & PAYNE IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16955024U109 LUMENTUM HOLDINGS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170629209305 NMI HOLDINGS INC-CLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm171695263103 PACWEST BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17271377A103 PERFORMANCE FOOD GRO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173750102105 RACKSPACE TECHNOLOGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm174917047102 URBAN OUTFITTERS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17597650W108 WINTRUST FINL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm176G39108108 GATES INDUSTRIAL COR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1186658
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt21802
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3709897
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4293479
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5420964
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6100800
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2427096508 HERCULES CAPITAL INC
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1214199
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7392325
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt091309
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt025002
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt025001
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt050003
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0181104
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0181104
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt082405
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt082777
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-60155

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,160,390
Liabilities
$0
Net assets
$3,160,390
Revenue
$174,086
Expenses
$234,241
Net income
-$60,155
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$0.14$0.26$0.12
2021Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.17$0.23$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.22$0.00$3.22$0.12$0.23$0.11
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.34$0.00$3.34$0.16$0.23$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.12$0.25$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.72$0.21$0.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.00$3.03$0.14$0.22$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.26$0.23$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.35$0.22$0.12
2013Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.20$0.20$0.00
2012Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.30
2011Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.15
2010Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.19