Civic Intelligence

John H Hord FBO Cwru

EIN 34-6511304 • 501(c)3 • Pittsburgh, PA

Profile

Supporting case western reserve university of cleveland ohio

500 First Ave P7-pfsc-03-zPittsburgh, PA 15219

n/A

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

3rd percentile

-91%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$251,250

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

20th percentile

-3.0%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

19%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Down

$36,807,916

Down $1,139,988 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$36,807,916

Down $1,139,988 (-3.0%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin3rd percentile

Revenue

Up

$1,224,296

Up $197,977 (+19%) from 2023

Expenses

Down

$2,341,974

Down $17,698 (-0.8%) from 2023

Net Income

Up

-$1,117,678

Up $215,675 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth20th percentile

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

$40M$30M$20M$10M$0Assets 2013: $32,088,048Liabilities 2013: $0Net Assets 2013: $32,088,0482013Assets 2020: $38,869,349Liabilities 2020: $0Net Assets 2020: $38,869,3492020Assets 2021: $39,483,286Liabilities 2021: $0Net Assets 2021: $39,483,2862021Assets 2022: $37,740,019Liabilities 2022: $0Net Assets 2022: $37,740,0192022Assets 2023: $37,947,904Liabilities 2023: $0Net Assets 2023: $37,947,9042023Assets 2024: $36,807,916Liabilities 2024: $0Net Assets 2024: $36,807,9162024

Highlighted filing

2024

Assets$36,807,916
Liabilities$0
Net Assets$36,807,916
Open 2024 Filing

Operations Trend

Revenue Growth70th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2013: $2,401,715Expenses 2013: $1,873,230Net Income 2013: $528,4852013Revenue 2020: $322,757Expenses 2020: $2,294,756Net Income 2020: -$1,971,9992020Revenue 2021: $2,920,720Expenses 2021: $2,306,774Net Income 2021: $613,9462021Revenue 2022: $893,468Expenses 2022: $2,660,933Net Income 2022: -$1,767,4652022Revenue 2023: $1,026,319Expenses 2023: $2,359,672Net Income 2023: -$1,333,3532023Revenue 2024: $1,224,296Expenses 2024: $2,341,974Net Income 2024: -$1,117,6782024

Highlighted filing

2024

Revenue$1,224,296
Expenses$2,341,974
Net Income-$1,117,678
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$36,807,916
Liabilities
$0
Net assets
$36,807,916
Revenue
$1,224,296
Expenses
$2,341,974
Net income
-$1,117,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$0.00$36.8$1.22$2.34$1.12
2023Detailed filing. Detailed filing data is available for this year.$37.9$0.00$37.9$1.03$2.36$1.33
2022Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$0.89$2.66$1.77
2021Detailed filing. Detailed filing data is available for this year.$39.5$0.00$39.5$2.92$2.31$0.61
2020Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$0.32$2.29$1.97
2013Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$2.40$1.87$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 26, 2025
Return Version
2024v5.2
Gross Receipts
$2,444,225
Mission and Program Overview

Mission

Supporting case western reserve university of cleveland ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$37,947,904$37,783,458▼ $164,446
Investments in Publicly Traded Securities$37,511,531$36,291,602▼ $1,219,929
Savings and Temporary Cash Investments$436,373$516,314▲ $79,941
Rtn Earn Endowment Incm Other Fnds-$-975,542-
Total Assets$37,947,904$36,807,916▼ $1,139,988
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$37,947,904$36,807,916▼ $1,139,988
Total Liabilities and Net Assets / Fund Balance$37,947,904$36,807,916▼ $1,139,988
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleBaseTotal
-Trustee$251,250$251,250
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,224,296
Other Revenue
$0
Change in Net Assets
$-1,117,678
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,075,146
Salaries, Compensation, and Employee Benefits$251,250
Other Expenses$15,578
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,075,146--$2,075,146
Current Officers, Directors, Trustees, and Key Employees$50,250$201,000-$251,250
Fees for Services Legal-$1,183-$1,183
Other Expenses$200$1,585-$200
Total Functional Expenses$2,125,596$216,378$0$2,341,974
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniversityCleveland, OH501(c)(3)General Support$2,075,146
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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

“The john h hord fbo case western reserve is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

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

“The john h hord fbo case western reserve is a trust fund and has no written policy regarding documentation of meetings and written actions of its governing body and committees with authority to act on its behalf.”

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

“Pnc bank, as sole trustee, arranges for the preparation of form 990. Returns are submitted to the trustee for review prior to filing.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Pnc bank na, trustee consistently monitors and enforce the bank's compliance policies”

Form 990, Page 6, Part VI, Line 18

“Form 990 and related financial statements are made available through requests.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and related financial statements are made available through requests. The governing documents and conflict of interest policy are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
John H Hord Fbo Cwru
EIN
34-6511304
Phone
4127629965
Address
500 FIRST AVE P7-PFSC-03-Z, PITTSBURGH, PA 15219

Signing Officer

Name
Pnc Bank N a
Title
Tax Manager
Phone
4127629965
Signed
2025-10-26
Discuss with paid preparer
Yes

Organization Details

Formed
1949
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Lawrence Mcguire
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing adj:($22,460), ctf variance: ($548), cost basis adj: $698”

Raw XML AppendixShowing 400 of 408 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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IRS990/IndependentVotingMemberCnt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-22310
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
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IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES - NONQUAL DIV
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST WAS ESTABLISHED BEFORE 11/20/1970 AND DID NOT RECEIVE ANY ADDITIONAL CONTRIBUTIONS, GRANTS, REQUESTS, OR OTHER TRANSFERS ON OR AFTER THAT DATE. THE GOVERNING INSTRUMENT REQUIRES THE TRUST TO DISTRIBUTE ALL OF THE NET INCOME TO A DESIGNATED PUBLIC CHARITY AND THE TRUSTEE HAS NO DISCRETION TO VARY THE BENEFICIARIES OR THE AMOUNTS PAYABLE TO THE BENEFICIARIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEES, NONE OF WHICH WOULD BE DISQUALIFIED PERSONS TO THIS TRUST, MAKE ANNUAL WRITTEN REPORTS TO THE SUPPORTED ORGANIZATION WITH RESPECT TO SUCH TRUST SETTING FORTH A DESCRIPTION OF THE ASSETS INCLUDING A DETAILED LIST OF THE INCOME PRODUCED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT AND PROVIDING STATEMENTS OF TRUST ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCH A, PART V, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCH A, PART V, LINE 1 (CONT)
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART IV, SEC. D, LINE 3
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02075146
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IRS990ScheduleI/RecipientTable/CashGrantAmt02075146
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0JOHN H HORD FBO CWRU IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORANCE WITH THE GOVERNING INSTRUMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE JOHN H HORD FBO CASE WESTERN RESERVE IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE JOHN H HORD FBO CASE WESTERN RESERVE IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PNC BANK NA, TRUSTEE CONSISTENTLY MONITORS AND ENFORCE THE BANK'S COMPLIANCE POLICIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUESTS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING ADJ:($22,460), CTF VARIANCE: ($548), COST BASIS ADJ: $698
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalAssetsGrp/EOYAmt036807916
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IRS990/TotalFunctionalExpensesGrp/TotalAmt02341974
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04127629965
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN H HORD FBO CWRU
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000

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