Civic Intelligence

Lockhart J M Ally Herc 2

990PF • Fiscal year 2025 • EIN 25-6018607

Oct 01, 2024 to Sep 30, 2025 • Filed on Jan 06, 2026

PO Box 185Pittsburgh, PA 15230-0185

(412) 234-8833

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

17th percentile

0.00x

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

2025 filings • $10M-$25M nonprofits • Source year 2025

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

63rd percentile

$66,075

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2025 filings • $10M-$25M nonprofits • Source year 2025

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2022 to 2025

Revenue Growth

87th percentile

48%

Faster revenue growth than 87% of similar nonprofits.

2025 filings • $10M-$25M nonprofits • Annualized from 2022 to 2025

Assets

Up

$15,885,709

Up $2,435,230 (+18%) from 2024

Net Assets

Up

$15,885,709

Up $2,435,230 (+18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Up

$3,298,146

Up $2,358,171 (+251%) from 2024

Expenses

Up

$864,327

Up $113,524 (+15%) from 2024

Net Income

Up

$2,433,819

Up $2,244,647 (+1187%) from 2024

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2020: $11,306,666Liabilities 2020: $0Net Assets 2020: $11,306,6662020Assets 2021: $11,536,947Liabilities 2021: $0Net Assets 2021: $11,536,9472021Assets 2022: $11,648,790Liabilities 2022: $0Net Assets 2022: $11,648,7902022Assets 2023: $13,240,956Liabilities 2023: $0Net Assets 2023: $13,240,9562023Assets 2024: $13,450,479Liabilities 2024: $0Net Assets 2024: $13,450,4792024Assets 2025: $15,885,709Liabilities 2025: $0Net Assets 2025: $15,885,7092025

Highlighted filing

2025

Assets$15,885,709
Liabilities$0
Net Assets$15,885,709

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $721,889Expenses 2020: $706,660Net Income 2020: $15,2292020Revenue 2021: $1,054,641Expenses 2021: $796,685Net Income 2021: $257,9562021Revenue 2022: $1,007,808Expenses 2022: $912,100Net Income 2022: $95,7082022Revenue 2023: $2,374,570Expenses 2023: $756,513Net Income 2023: $1,618,0572023Revenue 2024: $939,975Expenses 2024: $750,803Net Income 2024: $189,1722024Revenue 2025: $3,298,146Expenses 2025: $864,327Net Income 2025: $2,433,8192025

Highlighted filing

2025

Revenue$3,298,146
Expenses$864,327
Net Income$2,433,819
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 6, 2026
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$66,075-$66,075
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantALLEGHENY HEALTH NETWORKGENERAL OPERATING PURPOSESPCPITTSBURGH, PA, US$725,397
Filing and Contact Details

Filer

Filer Name
Lockhart J M Ally Herc 2
EIN
25-6018607
Phone
4122348833
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
4122348833
Signed
2026-01-06
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/CategoryOrItemTxt94038222105 APPLIED MATERIALS IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt96071813109 BAXTER INTL INC COM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97075887109 BECTON DICKINSON AND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt98084670702 BERKSHIRE HATHAWAY I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9909073M104 BIO-TECHNE CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10013161P862 CALVERT SMALL CAP FU
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