Civic Intelligence

William & Frances Aloe

EIN 25-1540814 • Pittsburgh, PA

1775 Hastings Mill RoadPittsburgh, PA 15241
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

809%

Higher net margin than 100% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-6.1%

Faster asset growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Down

$471,542

Down $30,799 (-6.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$471,542

Down $30,799 (-6.1%) from 2023

Revenue

Down

-$3,807

Down $45,637 (-109%) from 2023

Expenses

Up

$26,992

Up $10,289 (+62%) from 2023

Net Income

Down

-$30,799

Down $55,926 (-223%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $409,056Liabilities 2012: $0Net Assets 2012: $409,0562012Assets 2013: $399,497Liabilities 2013: $0Net Assets 2013: $399,4972013Assets 2014: $508,738Liabilities 2014: $0Net Assets 2014: $508,7382014Assets 2015: $492,695Liabilities 2015: $0Net Assets 2015: $492,6952015Assets 2016: $474,733Liabilities 2016: $0Net Assets 2016: $474,7332016Assets 2017: $467,983Liabilities 2017: $0Net Assets 2017: $467,9832017Assets 2018: $515,495Liabilities 2018: $0Net Assets 2018: $515,4952018Assets 2019: $462,504Liabilities 2019: $0Net Assets 2019: $462,5042019Assets 2020: $436,405Liabilities 2020: $0Net Assets 2020: $436,4052020Assets 2021: $468,897Liabilities 2021: $0Net Assets 2021: $468,8972021Assets 2022: $477,214Liabilities 2022: $0Net Assets 2022: $477,2142022Assets 2023: $502,341Liabilities 2023: $0Net Assets 2023: $502,3412023Assets 2024: $471,542Liabilities 2024: $0Net Assets 2024: $471,5422024

Highlighted filing

2024

Assets$471,542
Liabilities$0
Net Assets$471,542

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $22,4072012Revenue 2013: $6,365Expenses 2013: $15,924Net Income 2013: -$9,5592013Revenue 2014: $132,651Expenses 2014: $23,410Net Income 2014: $109,2412014Revenue 2015: $18,032Expenses 2015: $34,075Net Income 2015: -$16,0432015Revenue 2016: $10,568Expenses 2016: $28,530Net Income 2016: -$17,9622016Revenue 2017: $18,758Expenses 2017: $25,508Net Income 2017: -$6,7502017Revenue 2018: $76,301Expenses 2018: $28,789Net Income 2018: $47,5122018Revenue 2019: $17,125Expenses 2019: $70,116Net Income 2019: -$52,9912019Revenue 2020: $14,964Expenses 2020: $41,063Net Income 2020: -$26,0992020Revenue 2021: $61,637Expenses 2021: $29,145Net Income 2021: $32,4922021Revenue 2022: $48,365Expenses 2022: $40,048Net Income 2022: $8,3172022Revenue 2023: $41,830Expenses 2023: $16,703Net Income 2023: $25,1272023Revenue 2024: -$3,807Expenses 2024: $26,992Net Income 2024: -$30,7992024

Highlighted filing

2024

Revenue-$3,807
Expenses$26,992
Net Income-$30,799

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 16, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW ALOESecretary/Treasurer-$0--
DANIEL ALOEDirectorPT$0--
DAVID ALOEDirector-$0--
FRANCES ALOEPresident-$0--
JOSEPH ALOEDirectorPT$0--
KATHRYN ALOE CASHMANDirector-$0--
MARK ALOEDirector-$0--
Filing and Contact Details

Filer

Filer Name
William & Frances Aloe
EIN
25-1540814
Phone
4129966717
Address
1775 HASTINGS MILL ROAD, PITTSBURGH, PA 15241

Signing Officer

Name
Frances Aloe
Title
Director
Phone
4129966717
Signed
2025-06-16
Discuss with paid preparer
Yes

Preparer

Firm
Grossman Yanak & Ford Llp
Address
444 LIBERTY AVENUE SUITE 500, PITTSBURGH, PA 15222
Preparer
Donald S Johnston
Phone
4123389300
Raw XML Appendix364 raw XML fields

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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IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOSEPH ALOE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01775 HASTINGS MILL ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PITTSBURGH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015241
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum04129966717
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO PRESCRIBED FORMS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR JOSEPH ALOE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04129966717
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01775 HASTINGS MILL ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd015241
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0DANIEL ALOE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1FRANCES ALOE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2JOSEPH ALOE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DESERT SCHOLARSHIP FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PITTSBURGH CURE SARCOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt044801 VILLAGE CT STE 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 194
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GIBSONIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd092260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115044
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt022000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt022492
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025817
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03325
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010990
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt031358
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt028033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt024619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010990
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013629
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt022492
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt052652
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt055977
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02149
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02149
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04880
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BNY MELLON - CAPITAL GAIN DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04880
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04880
TaxesSchedule/TaxesDetail/Amt0637
TaxesSchedule/TaxesDetail/Amt1236
TaxesSchedule/TaxesDetail/CategoryTxt0990 - PF TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANCES ALOE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04129966717
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & FRANCES ALOE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0251540814
ReturnHeader/Filer/PhoneNum04129966717
ReturnHeader/Filer/USAddress/AddressLine1Txt01775 HASTINGS MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015241
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251638525
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GROSSMAN YANAK & FORD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0444 LIBERTY AVENUE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04123389300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD S JOHNSTON
ReturnHeader/ReturnTs02025-06-16T08:14:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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