Civic Intelligence

Cwru Sch of Med End

EIN 34-6512744 • 501(c)3 • Pittsburgh, PA

Profile

Supporting case western reserve university in 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

-92%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

46th percentile

$245,275

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 22.2% 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

20%

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

$32,901,134

Down $1,030,512 (-3.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$32,901,134

Down $1,030,512 (-3.0%) from 2023

Operations
Liabilities / Revenue5th percentileNet Margin3rd percentile

Revenue

Up

$1,103,647

Up $180,115 (+20%) from 2023

Expenses

Down

$2,114,474

Down $20,889 (-1.0%) from 2023

Net Income

Up

-$1,010,827

Up $201,004 (+17%) 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 2020: $34,818,117Liabilities 2020: $0Net Assets 2020: $34,818,1172020Assets 2021: $35,439,765Liabilities 2021: $0Net Assets 2021: $35,439,7652021Assets 2022: $33,764,707Liabilities 2022: $0Net Assets 2022: $33,764,7072022Assets 2023: $33,931,646Liabilities 2023: $0Net Assets 2023: $33,931,6462023Assets 2024: $32,901,134Liabilities 2024: $0Net Assets 2024: $32,901,1342024

Highlighted filing

2024

Assets$32,901,134
Liabilities$0
Net Assets$32,901,134
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 2020: $648,139Expenses 2020: $2,088,885Net Income 2020: -$1,440,7462020Revenue 2021: $2,608,549Expenses 2021: $2,086,894Net Income 2021: $521,6552021Revenue 2022: $809,377Expenses 2022: $2,408,418Net Income 2022: -$1,599,0412022Revenue 2023: $923,532Expenses 2023: $2,135,363Net Income 2023: -$1,211,8312023Revenue 2024: $1,103,647Expenses 2024: $2,114,474Net Income 2024: -$1,010,8272024

Highlighted filing

2024

Revenue$1,103,647
Expenses$2,114,474
Net Income-$1,010,827
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
$32,901,134
Liabilities
$0
Net assets
$32,901,134
Revenue
$1,103,647
Expenses
$2,114,474
Net income
-$1,010,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$0.00$32.9$1.10$2.11$1.01
2023Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$0.92$2.14$1.21
2022Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$0.81$2.41$1.60
2021Detailed filing. Detailed filing data is available for this year.$35.4$0.00$35.4$2.61$2.09$0.52
2020Detailed filing. Detailed filing data is available for this year.$34.8$0.00$34.8$0.65$2.09$1.44
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
$2,260,630
Mission and Program Overview

Mission

Supporting case western reserve university in cleveland ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$33,931,646$32,901,134▼ $1,030,512
Investments in Publicly Traded Securities$33,595,473$32,438,491▼ $1,156,982
Savings and Temporary Cash Investments$336,173$462,643▲ $126,470
Total Assets$33,931,646$32,901,134▼ $1,030,512
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,931,646$32,901,134▼ $1,030,512
Total Liabilities and Net Assets / Fund Balance$33,931,646$32,901,134▼ $1,030,512
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleBaseTotal
-Trustee$245,275$245,275
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,103,647
Other Revenue
$0
Change in Net Assets
$-1,010,827
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,856,320
Salaries, Compensation, and Employee Benefits$245,275
Other Expenses$12,879
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,856,320--$1,856,320
Current Officers, Directors, Trustees, and Key Employees$49,055$196,220-$245,275
Other Expenses$200$1,417-$1,417
Total Functional Expenses$1,905,575$208,899$0$2,114,474
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniversityCleveland, OH501c3Supporting the University$1,856,320
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
Yes
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“PNC Bank NA, as the trustee, follows bank policies.”

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

“PNC Bank NA, as the trustee, contemporaneously document any meetings.”

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

“PNC Bank NA, as the trustee, contemporaneously document any meetings.”

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 consistently monitors compliance.”

Form 990, Page 6, Part VI, Line 19

“PNC Bank NA, has copies available to the public.”

Filing and Contact Details

Filer

Filer Name
Cwru Sch of Med End
EIN
34-6512744
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
1959
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: ($19,660), ctf variance: ($490), cost basis adj $465”

Raw XML AppendixShowing 400 of 404 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/ProfessionalFundraisingInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization maintains a close and continuous working relationship with the supported organization by having regular meetings about general operations of the trust, disbursing funds as directed by the supported organization, and providing statements of trust activities
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The 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 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/ExplanationTxt2The trustees, none of which would be disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced.
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.
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IRS990ScheduleA/SupportSumAmt01856320
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01856320
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTING THE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0341018992
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0UNIVERSITY CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CWRU SCH OF MED END 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
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PNC Bank NA, as the trustee, follows bank policies.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PNC Bank NA, as the trustee, contemporaneously document any meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PNC Bank NA, as the trustee, contemporaneously document any meetings.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PNC BANK NA CONSISTENTLY MONITORS COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PNC Bank NA, has copies available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING ADJ: ($19,660), CTF VARIANCE: ($490), COST BASIS ADJ $465
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0341018992
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0UNIVERSITY CIRCLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cleveland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd044106
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01856320
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CWRU SCHOOL OF MEDICINE
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033931646
IRS990/TotalAssetsEOYAmt032901134
IRS990/TotalAssetsGrp/BOYAmt033931646
IRS990/TotalAssetsGrp/EOYAmt032901134
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0208899
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01905575
IRS990/TotalFunctionalExpensesGrp/TotalAmt02114474
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033931646
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt032901134
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01905575
IRS990/TotalReportableCompFromOrgAmt0245275
IRS990/TotalRevenueGrp/ExclusionAmt01103647
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01103647
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033931646
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt032901134
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015219
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
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/BusinessNameLine1Txt0CWRU SCH OF MED END
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0346512744
ReturnHeader/Filer/PhoneNum04127629965
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 FIRST AVE P7-PFSC-03-Z
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015219
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
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
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE MCGUIRE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T12:01:31-06:00

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