Civic Intelligence

Richard a Zappala Family Foundation

EIN 23-7876878 • Pittsburgh, PA

5700 Corporate Drive Suite 520Pittsburgh, PA 15237
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

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

Liabilities / Revenue

25th percentile

0.00x

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

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

Net Margin

6th percentile

-69%

Higher net margin than 6% of similar nonprofits.

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

Top Officer Pay

39th percentile

$40,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

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

Asset Growth

20th percentile

-3.9%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

81st percentile

57%

Faster revenue growth than 81% of similar nonprofits.

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

Assets

Down

$5,144,748

Down $208,525 (-3.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$5,144,748

Down $208,525 (-3.9%) from 2023

Revenue

Up

$300,646

Up $109,453 (+57%) from 2023

Expenses

Up

$509,171

Up $123,951 (+32%) from 2023

Net Income

Down

-$208,525

Down $14,498 (-7.5%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $1,478,887Liabilities 2012: $0Net Assets 2012: $1,478,8872012Assets 2013: $1,544,584Liabilities 2013: $0Net Assets 2013: $1,544,5842013Assets 2014: $1,577,326Liabilities 2014: $0Net Assets 2014: $1,577,3262014Assets 2015: $2,090,622Liabilities 2015: $0Net Assets 2015: $2,090,6222015Assets 2016: $1,931,865Liabilities 2016: $0Net Assets 2016: $1,931,8652016Assets 2017: $3,438,422Liabilities 2017: $0Net Assets 2017: $3,438,4222017Assets 2018: $3,305,970Liabilities 2018: $0Net Assets 2018: $3,305,9702018Assets 2019: $3,468,328Liabilities 2019: $0Net Assets 2019: $3,468,3282019Assets 2020: $3,279,630Liabilities 2020: $0Net Assets 2020: $3,279,6302020Assets 2021: $5,752,948Liabilities 2021: $0Net Assets 2021: $5,752,9482021Assets 2022: $5,547,300Liabilities 2022: $0Net Assets 2022: $5,547,3002022Assets 2023: $5,353,273Liabilities 2023: $0Net Assets 2023: $5,353,2732023Assets 2024: $5,144,748Liabilities 2024: $0Net Assets 2024: $5,144,7482024

Highlighted filing

2024

Assets$5,144,748
Liabilities$0
Net Assets$5,144,748

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2012: $108,3572012Revenue 2013: $187,976Expenses 2013: $122,279Net Income 2013: $65,6972013Revenue 2014: $201,500Expenses 2014: $168,758Net Income 2014: $32,7422014Revenue 2015: $709,087Expenses 2015: $195,791Net Income 2015: $513,2962015Revenue 2016: -$19,214Expenses 2016: $139,543Net Income 2016: -$158,7572016Revenue 2017: $1,667,645Expenses 2017: $161,088Net Income 2017: $1,506,5572017Revenue 2018: $164,919Expenses 2018: $297,371Net Income 2018: -$132,4522018Revenue 2019: $508,224Expenses 2019: $345,866Net Income 2019: $162,3582019Revenue 2020: $107,241Expenses 2020: $295,939Net Income 2020: -$188,6982020Revenue 2021: $2,648,004Expenses 2021: $174,686Net Income 2021: $2,473,3182021Revenue 2022: $113,079Expenses 2022: $318,727Net Income 2022: -$205,6482022Revenue 2023: $191,193Expenses 2023: $385,220Net Income 2023: -$194,0272023Revenue 2024: $300,646Expenses 2024: $509,171Net Income 2024: -$208,5252024

Highlighted filing

2024

Revenue$300,646
Expenses$509,171
Net Income-$208,525

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.30$0.51$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.19$0.39$0.19
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$0.00$5.55$0.11$0.32$0.21
2021Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$2.65$0.17$2.47
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.11$0.30$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.51$0.35$0.16
2018Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.16$0.30$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.44$0.00$3.44$1.67$0.16$1.51
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.02$0.14$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.00$2.09$0.71$0.20$0.51
2014Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.20$0.17$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.19$0.12$0.07
2012Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI Z HARDIMANManaging Director-$40,000-$40,000
JORDAN J ZAPPALACharitable Liaison-$40,000-$40,000
RICHARD A ZAPPALATrustee-$0--
NANCY B ZAPPALATrustee-$0--
KATE H RHODESCharitable Liaison-$0--
Filing and Contact Details

Filer

Filer Name
Richard a Zappala Family Foundation
EIN
23-7876878
Phone
4123916020
Address
5700 CORPORATE DRIVE SUITE 520, PITTSBURGH, PA 15237

Signing Officer

Name
Lori Z Hardiman
Title
Managing Director
Phone
4123916020
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Urish Popeck & Co LLC
Address
444 LIBERTY AVENUE SUITE 1400, PITTSBURGH, PA 15222
Preparer
Robert O Waters Iii
Phone
4123911994
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ILLINOIS TOOL WORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34NEXTERA ENERGY INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40WALMART INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FISERV INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46UNITEDHEALTH GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57CHARLES RIVER
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94BJ'S WHOLESALE CLUB
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1189700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2352838
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt319162
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0604579
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1189812
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2333084
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt324739
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0148800
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05495
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0119650
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt060000
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt080000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0365000
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01422831
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0189055
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt058531
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt079395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0509171
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0300646
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt064779
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt079395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0144171
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32018-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52002-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-09-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282020-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-06-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332023-02-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362023-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-07-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402021-06-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432022-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442022-01-19

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