Civic Intelligence

Frank M Houck Trust Ua 2 0543Bn

990 • Fiscal year 2021 • EIN 23-6597446

Apr 01, 2020 to Mar 31, 2021 • Filed on Feb 08, 2022

PO Box 185Pittsburgh, PA 15230-0185

(717) 699-2712

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

10th percentile

-20%

Higher net margin than 10% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$25,039

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 30.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Assets

$2,242,459

No earlier filing loaded for comparison.

Net Assets

$2,242,459

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$81,631

No earlier filing loaded for comparison.

Expenses

$98,259

No earlier filing loaded for comparison.

Net Income

-$16,628

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2021: $2,242,459Liabilities 2021: $0Net Assets 2021: $2,242,4592021Assets 2022: $2,419,719Liabilities 2022: $0Net Assets 2022: $2,419,7192022Assets 2023: $2,460,398Liabilities 2023: $0Net Assets 2023: $2,460,3982023Assets 2024: $2,438,609Liabilities 2024: $0Net Assets 2024: $2,438,6092024Assets 2025: $2,423,463Liabilities 2025: $0Net Assets 2025: $2,423,4632025

Highlighted filing

2021

Assets$2,242,459
Liabilities$0
Net Assets$2,242,459

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2021: $81,631Expenses 2021: $98,259Net Income 2021: -$16,6282021Revenue 2022: $287,256Expenses 2022: $105,150Net Income 2022: $182,1062022Revenue 2023: $154,427Expenses 2023: $113,893Net Income 2023: $40,5342023Revenue 2024: $78,861Expenses 2024: $100,192Net Income 2024: -$21,3312024Revenue 2025: $98,238Expenses 2025: $113,322Net Income 2025: -$15,0842025

Highlighted filing

2021

Revenue$81,631
Expenses$98,259
Net Income-$16,628
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Feb 8, 2022
Return Version
2020v4.1
Gross Receipts
$1,050,212
Mission and Program Overview

Mission

The houck frank m t/a #2 is a type iii supporting organization which supports the following organization - the johns hopkins hospital of baltimore maryland

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,260,190$2,242,459▼ $17,731
Investments in Publicly Traded Securities$2,195,260$2,242,324▲ $47,064
Cash and Non-Interest-Bearing Accounts$261--
Savings and Temporary Cash Investments$64,669$135▼ $64,534
Total Assets$2,260,190$2,242,459▼ $17,731
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,260,190$2,242,459▼ $17,731
Total Liabilities and Net Assets / Fund Balance$2,260,190$2,242,459▼ $17,731
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$25,039$25,039
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$81,659
Other Revenue
$-28
Change in Net Assets
$-16,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$68,493
Salaries, Compensation, and Employee Benefits$25,039
Other Expenses$4,727
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$68,493--$68,493
Current Officers, Directors, Trustees, and Key Employees-$25,039-$25,039
Fees for Services Legal-$4,100-$4,100
Other Expenses-$618-$618
Interest-$9-$9
Total Functional Expenses$68,493$29,766$0$98,259
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Johns Hopkins HospitalBaltimore, MD-General Operating$68,493
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

This organization has a sole institutional trustee and does not have a governing body

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

This organization has a sole institutional trustee and does not have a governing body

Form 990, Page 6, Part VI, Line 11-description of Process for Review

This organization has a sole institutional trustee and does not have a governing body

Form 990, Page 6, Part VI, Line 19

No documents made available to the public

Form 990, Page 7, Part VII, Section A

Average hours per week devoted to position: as trustte, bny mellon, n.a. Provides administrative services such as acting as investment manager for the named organization. These services require numerous individual bank employees' involvement in the activities of the organization and thus can not be quantified on an hourly basis. Therefore, the trustee fees are not based upon an hourly basis, but are calculated based on factors such as the market value of the account and in accordance with bny mellon's agreement with the client.

Filing and Contact Details

Filer

Filer Name
HOUCK FRANK M TA #2
EIN
23-6597446
Phone
7176992712
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
7176992712
Signed
2022-02-08
Discuss with paid preparer
Yes

Organization Details

Formed
1974
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
301 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Supplemental Narrative

Additional Explanations

FORM 990 PART V LINE 8, 9A, 9B

These questions are not applicable as there is no sponsoring organization maintaining donor advised funds

Form 990 Part V Line 10, 11, 12, 13

THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(c)(3) ORGANIZATION

Explanation for Form 990, Part XI, Line 9

Prior year return of capital adjustment: ($95); molssf basis adjustment $207; prior year pending sales adjustment ($1,215)

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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1BNYM AS TRUSTEE ALSO PROVIDES MONTHLY AND QUARTERLY STATEMENTS AND AN EXTENSIVE WRITTEN REPORT FOR THE MEETING.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 3 (cont)
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO PROCEDURE IN PLACE
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THESE QUESTIONS ARE NOT APPLICABLE AS THERE IS NO SPONSORING ORGANIZATION MAINTAINING DONOR ADVISED FUNDS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE QUESTIONS ARE NOT APPLICABLE AS THIS IS A 501(c)(3) ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO DOCUMENTS MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVERAGE HOURS PER WEEK DEVOTED TO POSITION: AS TRUSTTE, BNY MELLON, N.A. PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACTING AS INVESTMENT MANAGER FOR THE NAMED ORGANIZATION. THESE SERVICES REQUIRE NUMEROUS INDIVIDUAL BANK EMPLOYEES' INVOLVEMENT IN THE ACTIVITIES OF THE ORGANIZATION AND THUS CAN NOT BE QUANTIFIED ON AN HOURLY BASIS. THEREFORE, THE TRUSTEE FEES ARE NOT BASED UPON AN HOURLY BASIS, BUT ARE CALCULATED BASED ON FACTORS SUCH AS THE MARKET VALUE OF THE ACCOUNT AND IN ACCORDANCE WITH BNY MELLON'S AGREEMENT WITH THE CLIENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7PRIOR YEAR RETURN OF CAPITAL ADJUSTMENT: ($95); MOLSSF BASIS ADJUSTMENT $207; PRIOR YEAR PENDING SALES ADJUSTMENT ($1,215)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART V LINE 8, 9a, 9b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 PART V LINE 10, 11, 12, 13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt098259
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02260190
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02242459
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt068493
IRS990/TotalReportableCompFromOrgAmt025039
IRS990/TotalRevenueGrp/ExclusionAmt081631
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt081631
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02260190
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02242459
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ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07176992712
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUCK FRANK M TA #2
ReturnHeader/Filer/BusinessNameControlTxt0HOUC
ReturnHeader/Filer/EIN0236597446
ReturnHeader/Filer/PhoneNum07176992712
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 185
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152300185
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0134008324
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PRICEWATERHOUSECOOPERS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWN P HANLON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-08T08:00:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-04-01
ReturnHeader/TaxPeriodEndDt02021-03-31
ReturnHeader/TaxYr02020

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