Civic Intelligence

Varnum-De Rose Trust

990PF • Fiscal year 2020 • EIN 83-1214640

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(212) 922-8218

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.00x

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

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

27th percentile

-8.2%

Higher net margin than 27% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

39th percentile

$48,537

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-95%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$6,189,820

Down $27,375 (-0.4%) from 2019

Net Assets

$6,189,820

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin27th percentile

Revenue

Down

$381,799

Down $6,809,388 (-95%) from 2019

Expenses

Down

$413,129

Down $290 (-0.1%) from 2019

Net Income

Down

-$31,330

Down $6,809,098 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $6,217,195Liabilities 2019: $02019Assets 2020: $6,189,820Liabilities 2020: $0Net Assets 2020: $6,189,8202020Assets 2021: $6,737,202Liabilities 2021: $0Net Assets 2021: $6,737,2022021Assets 2022: $6,704,525Liabilities 2022: $0Net Assets 2022: $6,704,5252022Assets 2023: $6,806,300Liabilities 2023: $0Net Assets 2023: $6,806,3002023Assets 2024: $7,410,555Liabilities 2024: $0Net Assets 2024: $7,410,5552024

Highlighted filing

2020

Assets$6,189,820
Liabilities$0
Net Assets$6,189,820
Open 2020 Filing

Operations Trend

Revenue Growth1st percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $7,191,187Expenses 2019: $413,419Net Income 2019: $6,777,7682019Revenue 2020: $381,799Expenses 2020: $413,129Net Income 2020: -$31,3302020Revenue 2021: $986,557Expenses 2021: $449,045Net Income 2021: $537,5122021Revenue 2022: $538,958Expenses 2022: $571,827Net Income 2022: -$32,8692022Revenue 2023: $643,375Expenses 2023: $590,688Net Income 2023: $52,6872023Revenue 2024: $1,176,814Expenses 2024: $571,535Net Income 2024: $605,2792024

Highlighted filing

2020

Revenue$381,799
Expenses$413,129
Net Income-$31,330
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$48,537-$48,537
Filing and Contact Details

Filer

Filer Name
Varnum-de Rose Trust
EIN
83-1214640
Phone
2129228218
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
2129228218
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 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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Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,189,820
Liabilities
$0
Net assets
$6,189,820
Revenue
$381,799
Expenses
$413,129
Net income
-$31,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$1.18$0.57$0.61
2023Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.64$0.59$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.54$0.57$0.03
2021Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.99$0.45$0.54
2020Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.38$0.41$0.03
2019Summary only. Only limited summary data is available for this year.$6.22$0.00$7.19$0.41$6.78