Civic Intelligence

Lister Sarah H Decd-Tr

EIN 51-6140522 • Pittsburgh, PA

Bny Mellon Na - PO Box 185Pittsburgh, PA 15230-0185
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

87th percentile

49%

Higher net margin than 87% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

57th percentile

$32,947

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

93rd percentile

195%

Faster revenue growth than 93% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,985,580

Up $62,148 (+3.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,985,580

Up $62,148 (+3.2%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin87th percentile

Revenue

Up

$127,154

Up $84,116 (+195%) from 2024

Expenses

Down

$65,314

Down $48,762 (-43%) from 2024

Net Income

Up

$61,840

Up $132,878 (+187%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,134,558Liabilities 2012: $02012Assets 2013: $1,940,821Liabilities 2013: $02013Assets 2014: $1,967,166Liabilities 2014: $02014Assets 2015: $1,975,418Liabilities 2015: $02015Assets 2016: $1,972,743Liabilities 2016: $02016Assets 2020: $1,938,044Liabilities 2020: $02020Assets 2021: $1,899,855Liabilities 2021: $0Net Assets 2021: $1,899,8552021Assets 2022: $1,927,636Liabilities 2022: $0Net Assets 2022: $1,927,6362022Assets 2023: $1,995,042Liabilities 2023: $0Net Assets 2023: $1,995,0422023Assets 2024: $1,923,432Liabilities 2024: $0Net Assets 2024: $1,923,4322024Assets 2025: $1,985,580Liabilities 2025: $0Net Assets 2025: $1,985,5802025

Highlighted filing

2025

Assets$1,985,580
Liabilities$0
Net Assets$1,985,580
Open 2025 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2012: $44,241Expenses 2012: $137,411Net Income 2012: -$93,1702012Revenue 2013: $44,580Expenses 2013: $189,146Net Income 2013: -$144,5662013Revenue 2014: $152,763Expenses 2014: $126,418Net Income 2014: $26,3452014Revenue 2015: $129,843Expenses 2015: $121,624Net Income 2015: $8,2192015Revenue 2016: $117,599Expenses 2016: $120,274Net Income 2016: -$2,6752016Revenue 2020: $139,266Expenses 2020: $127,083Net Income 2020: $12,1832020Revenue 2021: $91,187Expenses 2021: $129,376Net Income 2021: -$38,1892021Revenue 2022: $162,295Expenses 2022: $134,477Net Income 2022: $27,8182022Revenue 2023: $199,616Expenses 2023: $131,492Net Income 2023: $68,1242023Revenue 2024: $43,038Expenses 2024: $114,076Net Income 2024: -$71,0382024Revenue 2025: $127,154Expenses 2025: $65,314Net Income 2025: $61,8402025

Highlighted filing

2025

Revenue$127,154
Expenses$65,314
Net Income$61,840
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,985,580
Liabilities
$0
Net assets
$1,985,580
Revenue
$127,154
Expenses
$65,314
Net income
$61,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.13$0.07$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.04$0.11$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.20$0.13$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.16$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.09$0.13$0.04
2020Summary only. Only limited summary data is available for this year.$1.94$0.00$0.14$0.13$0.01
2016Summary only. Only limited summary data is available for this year.$1.97$0.00$0.12$0.12$0.00
2015Summary only. Only limited summary data is available for this year.$1.98$0.00$0.13$0.12$0.01
2014Summary only. Only limited summary data is available for this year.$1.97$0.00$0.15$0.13$0.03
2013Summary only. Only limited summary data is available for this year.$1.94$0.00$0.04$0.19$0.14
2012Summary only. Only limited summary data is available for this year.$2.13$0.00$0.04$0.14$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Aug 20, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BNY MELLON N ATrustee-$32,947-$32,947
Filing and Contact Details

Filer

Filer Name
Lister Sarah H Decd-tr
EIN
51-6140522
Phone
8888055689
Address
BNY MELLON NA - PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
8888055689
Signed
2025-08-20
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 Appendix292 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019901
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt032329
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045546
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0114889
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037083
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt016245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt014090
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037083
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045546
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037083
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt032260
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt038
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt038
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01771
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0308
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08888055689
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LISTER SARAH H DECD-TR
ReturnHeader/Filer/BusinessNameControlTxt0LIST
ReturnHeader/Filer/EIN0516140522
ReturnHeader/Filer/PhoneNum08888055689
ReturnHeader/Filer/USAddress/AddressLine1Txt0BNY MELLON NA - PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-07T09:01:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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