Civic Intelligence

Frank M Houck Trust Ua 2 0543Bn

990 • Fiscal year 2023 • EIN 23-6597446

Apr 01, 2022 to Mar 31, 2023 • Filed on Jul 26, 2023

Organization ProfileN/A
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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

43rd percentile

$27,216

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 17.6% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

42nd percentile

1.7%

Faster asset growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,460,398

Up $40,679 (+1.7%) from 2022

Net Assets

Up

$2,460,398

Up $40,679 (+1.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin79th percentile

Revenue

Down

$154,427

Down $132,829 (-46%) from 2022

Expenses

Up

$113,893

Up $8,743 (+8.3%) from 2022

Net Income

Down

$40,534

Down $141,572 (-78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

2023

Assets$2,460,398
Liabilities$0
Net Assets$2,460,398
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

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

2023

Revenue$154,427
Expenses$113,893
Net Income$40,534
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Jul 26, 2023
Return Version
2022v5.0
Gross Receipts
$1,725,831
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$2,419,719$2,460,398▲ $40,679
Investments in Publicly Traded Securities$2,362,947$2,413,644▲ $50,697
Savings and Temporary Cash Investments$56,579$46,754▼ $9,825
Cash and Non-Interest-Bearing Accounts$193--
Total Assets$2,419,719$2,460,398▲ $40,679
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,419,719$2,460,398▲ $40,679
Total Liabilities and Net Assets / Fund Balance$2,419,719$2,460,398▲ $40,679
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$27,216$27,216
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$154,126
Other Revenue
$301
Change in Net Assets
$40,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,052
Salaries, Compensation, and Employee Benefits$27,216
Other Expenses$2,625
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,052--$84,052
Current Officers, Directors, Trustees, and Key Employees-$27,216-$27,216
Fees for Services Legal-$1,655-$1,655
Other Expenses-$6-$6
Total Functional Expenses$84,052$29,841$0$113,893
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Johns Hopkins HospitalBaltimore, MD-General Operating$84,052
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
2023-07-26
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pwc US Tax 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

“Mutual fund timing difference: $767; molssf basis adjustment ($292); prior year pending sales $36; return of capital adjustment on current year sales: ($220); prior year return of capital adjustment: ($135); rounding: ($11)”

Raw XML Appendix373 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/ExplanationTxt0THE FRANK M HOUCK TRUST IS A TRUST BNYM SERVES AS SOLE TRUSTEE. BNYM AS TRUSTEE MEETS IN PERSON WITH THE JOHNS HOPKINS HOSPITAL STAFF ANNUALLY. MEETINGS INCLUDE REVIEWING THE MINUTES OF PRIOR MEETINGS, ELECT MEMBERS OF THE TRUST ADMINISTRATIVE COMMITTEE, REVIEW INVESTMENT POLICY, REVIEW INVESTMENT PERFORMANCE AND APPROVE ADMINISTRATIVE ACTIONS INCLUDING DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1BNYM AS TRUSTEE ALSO PROVIDES MONTHLY AND QUARTERLY STATEMENTS AND AN EXTENSIVE WRITTEN REPORT FOR THE MEETING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV SECTION D LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV SECTION D LINE 3 (cont)
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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.
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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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 7, PART VII, SECTION A
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/ReturnTs02023-08-08T10:00:16-05:00
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ReturnHeader/TaxPeriodBeginDt02022-04-01
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ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,460,398
Liabilities
$0
Net assets
$2,460,398
Revenue
$154,427
Expenses
$113,893
Net income
$40,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.10$0.11$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.44$0.00$2.44$0.08$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.15$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.29$0.11$0.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.00$2.24$0.08$0.10$0.02