Civic Intelligence

Lister Sarah H-Tr

EIN 51-6010014 • Pittsburgh, PA

Bny Mellon Trust Of Delaware - PO BPittsburgh, PA 15230-0185
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 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

23rd percentile

-23%

Higher net margin than 23% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$975

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 32.8% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

51st percentile

-1.5%

Faster asset growth than 51% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

208%

Faster revenue growth than 95% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$46,300

Down $690 (-1.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$46,300

Down $690 (-1.5%) from 2024

Revenue

Up

$2,976

Up $2,010 (+208%) from 2024

Expenses

Up

$3,675

Up $121 (+3.4%) from 2024

Net Income

Up

-$699

Up $1,889 (+73%) from 2024

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2008: $64,221Liabilities 2008: $02008Assets 2009: $64,138Liabilities 2009: $02009Assets 2010: $62,009Liabilities 2010: $02010Assets 2011: $50,491Liabilities 2011: $02011Assets 2012: $49,361Liabilities 2012: $02012Assets 2013: $47,125Liabilities 2013: $02013Assets 2014: $49,867Liabilities 2014: $02014Assets 2015: $47,635Liabilities 2015: $02015Assets 2016: $49,496Liabilities 2016: $02016Assets 2019: $47,502Liabilities 2019: $0Net Assets 2019: $47,5022019Assets 2020: $47,790Liabilities 2020: $02020Assets 2021: $47,025Liabilities 2021: $0Net Assets 2021: $47,0252021Assets 2022: $47,780Liabilities 2022: $0Net Assets 2022: $47,7802022Assets 2023: $49,580Liabilities 2023: $0Net Assets 2023: $49,5802023Assets 2024: $46,990Liabilities 2024: $0Net Assets 2024: $46,9902024Assets 2025: $46,300Liabilities 2025: $0Net Assets 2025: $46,3002025

Highlighted filing

2025

Assets$46,300
Liabilities$0
Net Assets$46,300

Operations Trend

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

$20K$10K$0-$10K-$20KRevenue 2008: $8,224Expenses 2008: $4,248Net Income 2008: $3,9762008Revenue 2009: $3,007Expenses 2009: $3,090Net Income 2009: -$832009Revenue 2010: $822Expenses 2010: $2,951Net Income 2010: -$2,1292010Revenue 2011: $443Expenses 2011: $11,957Net Income 2011: -$11,5142011Revenue 2012: $1,007Expenses 2012: $2,851Net Income 2012: -$1,8442012Revenue 2013: $1,338Expenses 2013: $3,394Net Income 2013: -$2,0562013Revenue 2014: $6,224Expenses 2014: $3,482Net Income 2014: $2,7422014Revenue 2015: $1,374Expenses 2015: $3,606Net Income 2015: -$2,2322015Revenue 2016: $2,980Expenses 2016: $1,194Net Income 2016: $1,7862016Revenue 2019: $3,153Expenses 2019: $4,249Net Income 2019: -$1,0962019Revenue 2020: $3,774Expenses 2020: $3,486Net Income 2020: $2882020Revenue 2021: $2,267Expenses 2021: $3,032Net Income 2021: -$7652021Revenue 2022: $4,396Expenses 2022: $3,641Net Income 2022: $7552022Revenue 2023: $5,364Expenses 2023: $3,535Net Income 2023: $1,8292023Revenue 2024: $966Expenses 2024: $3,554Net Income 2024: -$2,5882024Revenue 2025: $2,976Expenses 2025: $3,675Net Income 2025: -$6992025

Highlighted filing

2025

Revenue$2,976
Expenses$3,675
Net Income-$699

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.3$0.00$46.3$2.98$3.68$0.70
2024Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$0.97$3.55$2.59
2023Detailed filing. Detailed filing data is available for this year.$49.6$0.00$49.6$5.36$3.54$1.83
2022Detailed filing. Detailed filing data is available for this year.$47.8$0.00$47.8$4.40$3.64$0.76
2021Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$2.27$3.03$0.77
2020Summary only. Only limited summary data is available for this year.$47.8$0.00$3.77$3.49$0.29
2019Detailed filing. Detailed filing data is available for this year.$47.5$0.00$47.5$3.15$4.25$1.10
2016Summary only. Only limited summary data is available for this year.$49.5$0.00$2.98$1.19$1.79
2015Summary only. Only limited summary data is available for this year.$47.6$0.00$1.37$3.61$2.23
2014Summary only. Only limited summary data is available for this year.$49.9$0.00$6.22$3.48$2.74
2013Summary only. Only limited summary data is available for this year.$47.1$0.00$1.34$3.39$2.06
2012Summary only. Only limited summary data is available for this year.$49.4$0.00$1.01$2.85$1.84
2011Summary only. Only limited summary data is available for this year.$50.5$0.00$0.44$12.0$11.5
2010Summary only. Only limited summary data is available for this year.$62.0$0.00$0.82$2.95$2.13
2009Summary only. Only limited summary data is available for this year.$64.1$0.00$3.01$3.09$0.08
2008Summary only. Only limited summary data is available for this year.$64.2$0.00$8.22$4.25$3.98
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 15, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$975-$975
BNY MELLON N ATrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBAYHEALTH MEDICAL CENTER INCGENERAL OPERATINGPCDOVER, DE, US$2,700
Filing and Contact Details

Filer

Filer Name
Lister Sarah H-tr
EIN
51-6010014
Phone
8888055689
Address
BNY MELLON TRUST OF DELAWARE - PO B, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2025-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Daniel Waltman
Phone
4123556000
Raw XML Appendix295 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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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LISTER SARAH H-TR
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ReturnHeader/ReturnTs02025-11-10T10:01:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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