Civic Intelligence

Peter N and Joan Rossin Stephans

EIN 25-6906952 • Pittsburgh, PA

621 Trotwood CirclePittsburgh, PA 15241-2201
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 2022

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2022

Net Margin

100th percentile

336%

Higher net margin than 100% of similar nonprofits.

$5M-$10M nonprofits • Source year 2022

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$5M-$10M nonprofits • Source year 2021

Asset Growth

12th percentile

-8.0%

Faster asset growth than 12% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Assets

Up

$5,983,425

Up $1,006,310 (+20%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$5,983,425

Up $1,006,310 (+20%) from 2023

Revenue

Up

$2,237,989

Up $2,187,837 (+4362%) from 2023

Expenses

Down

$245,689

Down $3,245 (-1.3%) from 2023

Net Income

Up

$1,992,300

Up $2,191,082 (+1102%) 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 2010: $1,167,095Liabilities 2010: $0Net Assets 2010: $1,167,0952010Assets 2011: $1,206,000Liabilities 2011: $0Net Assets 2011: $1,206,0002011Assets 2012: $1,194,454Liabilities 2012: $0Net Assets 2012: $1,194,4542012Assets 2013: $1,716,858Liabilities 2013: $0Net Assets 2013: $1,716,8582013Assets 2014: $1,741,466Liabilities 2014: $9,804Net Assets 2014: $1,731,6622014Assets 2015: $1,766,729Liabilities 2015: $0Net Assets 2015: $1,766,7292015Assets 2016: $1,797,442Liabilities 2016: $0Net Assets 2016: $1,797,4422016Assets 2017: $2,129,999Liabilities 2017: $0Net Assets 2017: $2,129,9992017Assets 2018: $2,432,318Liabilities 2018: $0Net Assets 2018: $2,432,3182018Assets 2019: $3,076,762Liabilities 2019: $0Net Assets 2019: $3,076,7622019Assets 2020: $3,095,242Liabilities 2020: $0Net Assets 2020: $3,095,2422020Assets 2021: $5,625,456Liabilities 2021: $0Net Assets 2021: $5,625,4562021Assets 2022: $5,175,897Liabilities 2022: $0Net Assets 2022: $5,175,8972022Assets 2023: $4,977,115Liabilities 2023: $0Net Assets 2023: $4,977,1152023Assets 2024: $5,983,425Liabilities 2024: $0Net Assets 2024: $5,983,4252024

Highlighted filing

2024

Assets$5,983,425
Liabilities$0
Net Assets$5,983,425

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $62,7682010Expenses 2011: $106,2092011Expenses 2012: $58,6892012Revenue 2013: $933,468Expenses 2013: $77,240Net Income 2013: $856,2282013Revenue 2014: $726,808Expenses 2014: $112,830Net Income 2014: $613,9782014Revenue 2015: $99,245Expenses 2015: $76,776Net Income 2015: $22,4692015Revenue 2016: $379,179Expenses 2016: $103,394Net Income 2016: $275,7852016Revenue 2017: $633,847Expenses 2017: $199,901Net Income 2017: $433,9462017Revenue 2018: $427,138Expenses 2018: $124,819Net Income 2018: $302,3192018Revenue 2019: $2,358,205Expenses 2019: $200,311Net Income 2019: $2,157,8942019Revenue 2020: $234,252Expenses 2020: $215,772Net Income 2020: $18,4802020Revenue 2021: $2,810,605Expenses 2021: $280,391Net Income 2021: $2,530,2142021Revenue 2022: -$133,918Expenses 2022: $315,641Net Income 2022: -$449,5592022Revenue 2023: $50,152Expenses 2023: $248,934Net Income 2023: -$198,7822023Revenue 2024: $2,237,989Expenses 2024: $245,689Net Income 2024: $1,992,3002024

Highlighted filing

2024

Revenue$2,237,989
Expenses$245,689
Net Income$1,992,300

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$2.24$0.25$1.99
2023Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.05$0.25$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.13$0.32$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.63$0.00$5.63$2.81$0.28$2.53
2020Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.23$0.22$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$2.36$0.20$2.16
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.43$0.12$0.30
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.63$0.20$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.38$0.10$0.28
2015Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.74$0.01$1.73$0.73$0.11$0.61
2013Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.93$0.08$0.86
2012Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER N STEPHANSChairperson & Trustee-$0--
JOAN R STEPHANSChairperson & Trustee-$0--
ROBERT J LALLYTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSOUTH DAKOTA SCHOOL OF MINES AND TECHNOLOGYPETER STEPHANS' SCHOLARSHIP-RAPID CITY, SD, US$50,000
Paid GrantTHE PITTSBURGH FOUNDATIONIN SUPPORT OF THE K&L FUND-PITTSBURGH, PA, US$50,000
Paid GrantWESTMINSTER PRESBYTERIAN CHURCHGENERAL PURPOSE-PITTSBURGH, PA, US$40,000
Paid GrantHUNGARIAN CATHOLIC MISSIONIN SUPPORT OF THE BENEDICTINE ABBEY OF PANNONHALMA-PORTOLA VALLEY, CA, US$35,000
Paid GrantALPHA CHI OMEGA FOUNDATION INCIN SUPPORT OF THE 2018 19 REAL. STRONG. WOMEN. FUND.-PITTSBURGH, PA, US$20,000
Paid GrantCARNEGIE MUSEUMS OF PITTSBURGH$500 IN HONOR OF EDITH H. FISHER; $10K IN SUPPORT OF THE 2024 TRUSTEES/MUSEUM BOARDS ANNUAL FUND CAMPAIGN-PITTSBURGH, PA, US$10,500
Paid GrantHM3 INDEPENDENCE FUNDGENERAL PURPOSE-GIBSONIA, PA, US$3,335
Paid GrantEXTRA MILE EDUCATION FOUNDATIONGENERAL PURPOSE-PITTSBURGH, PA, US$3,000
Paid GrantSAMARITAN'S PURSE HURRICANE RELIEFGENERAL PURPOSE-BOONE, NC, US$2,500
Paid GrantTHEODORE A LAZZARO MD CHARITY FUNDGENERAL PURPOSE-GREENSBURG, PA, US$1,250
Paid GrantMERAKEY FOUNDATIONGENERAL PURPOSE-LAFAYETTE HILL, PA, US$1,000
Paid GrantSY HOLZER ENDOWED IMMUNOTHERAPY RESEARCH FUNDGENERAL PURPOSE-PITTSBURGH, PA, US$1,000
Paid GrantFRIENDSHIP CIRCLE OF PITTSBURGHGENERAL PURPOSE-PITTSBURGH, PA, US$500
Paid GrantWREATHS ACROSS AMERICAGENERAL PURPOSE-COLUMBIA FALLS, ME, US$204
Paid GrantVANDERBUILT UNIVERSITY MEDICAL CENTERGENERAL PURPOSE-NASHVILLE, TN, US$150
Paid GrantELLEN BLAKELY FOUNDATION FOR PALM TREES AND PAWSGENERAL PURPOSE-BELLAIR BLUFFS, FL, US$100
Paid GrantNATIONAL MULTIPLE SCLEROSIS SOCIETYGENERAL PURPOSE-NEW YORK, NY, US$100
Filing and Contact Details

Filer

Filer Name
Peter N and Joan Rossin Stephans
EIN
25-6906952
Phone
4128312264
Address
621 TROTWOOD CIRCLE, PITTSBURGH, PA 15241-2201

Signing Officer

Name
Joan R Stephans
Title
Trustee
Phone
4128312264
Signed
2025-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Lally & Co LLC
Address
5700 CORPORATE DRIVE SUITE 800, PITTSBURGH, PA 15237
Preparer
Gina a Deiuliis CPA
Phone
4123678190
Raw XML AppendixShowing 400 of 461 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0ALL INCOME WILL BE DISTRIBUTED TO NONPROFIT ORGANIZATIONS THAT ACHIEVE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1OUR EXEMPT PURPOSES BY PROVIDING AID FOR RELIGIOUS, SCIENTIFIC,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2LITERARY AND EDUCATIONAL PURPOSES OR TO PREVENT THE CRUELTY TO
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3CHILDREN OR ANIMALS.
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4ALL INCOME WILL BE DISTRIBUTED TO NONPROFIT ORGANIZATIONS THAT ACHIEVE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5OUR EXEMPT PURPOSES BY PROVIDING AID FOR RELIGIOUS, SCIENTIFIC,
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt8ALL INCOME WILL BE DISTRIBUTED TO NONPROFIT ORGANIZATIONS THAT ACHIEVE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt9OUR EXEMPT PURPOSES BY PROVIDING AID FOR RELIGIOUS, SCIENTIFIC,
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt11CHILDREN OR ANIMALS.
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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0PA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt103335
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt161000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0$500 IN HONOR OF EDITH H. FISHER; $10K IN SUPPORT OF THE 2024 TRUSTEES/MUSEUM BOARDS ANNUAL FUND CAMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3IN SUPPORT OF THE BENEDICTINE ABBEY OF PANNONHALMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4PETER STEPHANS' SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5IN SUPPORT OF THE K&L FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8IN SUPPORT OF THE 2018 19 REAL. STRONG. WOMEN. FUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16GENERAL PURPOSE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1EXTRA MILE EDUCATION FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2FRIENDSHIP CIRCLE OF PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HUNGARIAN CATHOLIC MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SOUTH DAKOTA SCHOOL OF MINES AND TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5THE PITTSBURGH FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6THEODORE A LAZZARO MD CHARITY FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7WESTMINSTER PRESBYTERIAN CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8ALPHA CHI OMEGA FOUNDATION INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9ELLEN BLAKELY FOUNDATION FOR PALM TREES AND PAWS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10HM3 INDEPENDENCE FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11MERAKEY FOUNDATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13VANDERBUILT UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14WREATHS ACROSS AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SAMARITAN'S PURSE HURRICANE RELIEF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16SY HOLZER ENDOWED IMMUNOTHERAPY RESEARCH FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04400 FORBES AVENUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55 PPG PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6161 AESTHETIC WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt72040 WASHINGTON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt899 GLADSTONE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9280 BLUFF VIEW DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10405 AVONLEA CT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PITTSBURGH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11LAFAYETTE HILL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd615604
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd933770
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1119444
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1337229
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1404623
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0218639
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09880
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IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0215863
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0277235
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225743
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IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0267355
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0215863
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01

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