Civic Intelligence

Frank M Houck Trust Ua 2 0543Bn

990 • Fiscal year 2024 • EIN 23-6597446

Apr 01, 2023 to Mar 31, 2024 • Filed on Jul 18, 2024

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-27%

Higher net margin than 11% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$27,694

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 35.1% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

34th percentile

-0.9%

Faster asset growth than 34% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$2,438,609

Down $21,789 (-0.9%) from 2023

Net Assets

Down

$2,438,609

Down $21,789 (-0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin11th percentile

Revenue

Down

$78,861

Down $75,566 (-49%) from 2023

Expenses

Down

$100,192

Down $13,701 (-12%) from 2023

Net Income

Down

-$21,331

Down $61,865 (-153%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2024

Assets$2,438,609
Liabilities$0
Net Assets$2,438,609
Open 2024 Filing

Operations Trend

Revenue Growth5th 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

2024

Revenue$78,861
Expenses$100,192
Net Income-$21,331
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Jul 18, 2024
Return Version
2023v5.1
Gross Receipts
$346,070
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$2,460,398$2,438,609▼ $21,789
Investments in Publicly Traded Securities$2,413,644$2,394,063▼ $19,581
Savings and Temporary Cash Investments$46,754$44,546▼ $2,208
Total Assets$2,460,398$2,438,609▼ $21,789
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,460,398$2,438,609▼ $21,789
Total Liabilities and Net Assets / Fund Balance$2,460,398$2,438,609▼ $21,789
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Bny Mellon N aTrustee$27,694$27,694
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$78,861
Other Revenue
$0
Change in Net Assets
$-21,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$71,444
Salaries, Compensation, and Employee Benefits$27,694
Other Expenses$1,054
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$71,444--$71,444
Current Officers, Directors, Trustees, and Key Employees-$27,694-$27,694
Other Expenses-$777-$777
Fees for Services Legal-$277-$277
Total Functional Expenses$71,444$28,748$0$100,192
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Johns Hopkins HospitalBaltimore, MD-General Operating$71,444
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
2024-07-18
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
Daniel Waltman
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

“Cost basis adjustment ($404), mutual fund timing adj ($50), tax lot basis adj ($4)”

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/FormAndLineReferenceDesc1PART IV SECTION D LINE 3 (cont)
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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/ExplanationTxt7COST BASIS ADJUSTMENT ($404), MUTUAL FUND TIMING ADJ ($50), TAX LOT BASIS ADJ ($4)
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/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL STAGIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07176992712
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOUCK FRANK M TA #2
ReturnHeader/Filer/BusinessNameControlTxt0HOUC
ReturnHeader/Filer/EIN0236597446
ReturnHeader/Filer/PhoneNum07176992712
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIEL WALTMAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-07-30T13:01:14-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-04-01
ReturnHeader/TaxPeriodEndDt02024-03-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,438,609
Liabilities
$0
Net assets
$2,438,609
Revenue
$78,861
Expenses
$100,192
Net income
-$21,331
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
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$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