Civic Intelligence

Case Western Reserve University Endowment Trust for Distinguished

990 • Fiscal year 2020 • EIN 34-6512746

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileN/A
116 Allegheny Center Mall P8yb3502lPittsburgh, PA 15212

(412) 762-9965

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

2nd percentile

-237%

Higher net margin than 2% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

28th percentile

$116,459

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 44.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets5th percentile

Assets

$14,365,649

No earlier filing loaded for comparison.

Net Assets

$14,365,649

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin2nd percentile

Revenue

$264,224

No earlier filing loaded for comparison.

Expenses

$889,682

No earlier filing loaded for comparison.

Net Income

-$625,458

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2020: $14,365,649Liabilities 2020: $0Net Assets 2020: $14,365,6492020Assets 2021: $14,563,369Liabilities 2021: $0Net Assets 2021: $14,563,3692021Assets 2022: $13,888,168Liabilities 2022: $0Net Assets 2022: $13,888,1682022Assets 2024: $13,486,189Liabilities 2024: $0Net Assets 2024: $13,486,1892024

Highlighted filing

2020

Assets$14,365,649
Liabilities$0
Net Assets$14,365,649
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2020: $264,224Expenses 2020: $889,682Net Income 2020: -$625,4582020Revenue 2021: $1,084,720Expenses 2021: $886,998Net Income 2021: $197,7222021Revenue 2022: $331,503Expenses 2022: $1,016,150Net Income 2022: -$684,6472022Revenue 2024: $458,664Expenses 2024: $894,089Net Income 2024: -$435,4252024

Highlighted filing

2020

Revenue$264,224
Expenses$889,682
Net Income-$625,458
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$857,328
Mission and Program Overview

Mission

Supporting case western reserve university in cleveland ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,442,640--
Rtn Earn Endowment Incm Other Fnds$15,373,798$14,365,649▼ $1,008,149
Investments Other Securities-$14,249,016-
Savings and Temporary Cash Investments$-68,842$116,633▲ $185,475
Total Assets$15,373,798$14,365,649▼ $1,008,149
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$15,373,798$14,365,649▼ $1,008,149
Total Liabilities and Net Assets / Fund Balance$15,373,798$14,365,649▼ $1,008,149

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$89,872--
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$116,459$116,459
Revenue and Support

Revenue Composition

Contributions and Grants
$267
Program Service Revenue
$0
Investment Income
$263,700
Other Revenue
$257
All Other Contributions
$267
Change in Net Assets
$-625,458
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$768,766
Salaries, Compensation, and Employee Benefits$116,459
Other Expenses$4,457
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$768,766--$768,766
Current Officers, Directors, Trustees, and Key Employees$23,292$93,167-$116,459
All Other Expenses$200$4,257-$4,457
Total Functional Expenses$792,258$97,424$0$889,682
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniverityCleveland, OH501c3Supporting the Medical School$768,766
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

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

“Yes, as the trustee of the charitable trust, PNC Bank NA receives a copy of the Form 990 prior to its filing.”

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

“Pnc bank na, as the sole trustee monitors compliance.”

Form 990, Page 6, Part VI, Line 19

“As the sole trustee, pnc bank na makes the documents available upon requests.”

Form 990, Page 7, Part VII, Section A

“5”

Filing and Contact Details

Filer

Filer Name
Cwru Distinguished Profs
EIN
34-6512746
Phone
4127629965
Address
116 ALLEGHENY CENTER MALL P8YB3502L, PITTSBURGH, PA 15212

Signing Officer

Name
Pnc Bank N a by
Title
Vice President
Phone
4127629965
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pnc Bank Na
Formed
1961
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DR, CHICAGO, IL 60606
Preparer
Jacob J Zehnder
Phone
8445222059
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustments - $382,690.32, 2020 transactions posted in 2021 - $1.07.”

Raw XML Appendix397 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/FormationYr01961
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IRS990/GoverningBodyVotingMembersCnt01
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0607594
IRS990/GrossReceiptsAmt0857328
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014249016
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015442640
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0593104
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0SUPPORTING CASE WESTERN RESERVE UNIVERSITY IN CLEVELAND OHIO
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt015373798
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-382691
IRS990/OtherRevenueTotalAmt0257
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PNC BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0781080
IRS990/PYInvestmentIncomeAmt03040431
IRS990/PYOtherExpensesAmt01064
IRS990/PYOtherRevenueAmt0318
IRS990/PYRevenuesLessExpensesAmt02140026
IRS990/PYSalariesCompEmpBnftPaidAmt0118579
IRS990/PYTotalExpensesAmt0900723
IRS990/PYTotalRevenueAmt03040749
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-625458
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0-68842
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IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
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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/FormAndLineReferenceDesc0Schedule A, Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part V, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part V, Line 1 Continued
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0768766
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt189872
IRS990ScheduleD/OtherSecuritiesGrp/Desc0XXX-XX-XXXX CWRU DIVERSIFIED FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1XXX-XX-XXXX CWRU ALTERNATIVE INVESTME
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0768766
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTING THE MEDICAL SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERITY
IRS990ScheduleI/RecipientTable/RecipientEIN0341018992
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0UNIVERSITY CIRCLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLEVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd044106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0BY HAVING A CLOSE WORKING RELATIONSHIP WITH THE UNIVERSITY
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Yes, as the trustee of the charitable trust, PNC Bank NA receives a copy of the Form 990 prior to its filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PNC BANK NA, AS THE SOLE TRUSTEE MONITORS COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS THE SOLE TRUSTEE, PNC BANK NA MAKES THE DOCUMENTS AVAILABLE UPON REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COST BASIS ADJUSTMENTS - $382,690.32, 2020 TRANSACTIONS POSTED IN 2021 - $1.07.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,365,649
Liabilities
$0
Net assets
$14,365,649
Revenue
$264,224
Expenses
$889,682
Net income
-$625,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.5$0.00$13.5$0.46$0.89$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$0.00$13.9$0.33$1.02$0.68
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.6$0.00$14.6$1.08$0.89$0.20
2020Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$0.26$0.89$0.63