Civic Intelligence

Case Western Reserve University Endowment Trust for Distinguished

990 • Fiscal year 2022 • EIN 34-6512746

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

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.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

2nd percentile

-207%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

30th percentile

$123,049

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 37.1% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.6%

Faster asset growth than 32% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-69%

Faster revenue growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$13,888,168

Down $675,201 (-4.6%) from 2021

Net Assets

Down

$13,888,168

Down $675,201 (-4.6%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin2nd percentile

Revenue

Down

$331,503

Down $753,217 (-69%) from 2021

Expenses

Up

$1,016,150

Up $129,152 (+15%) from 2021

Net Income

Down

-$684,647

Down $882,369 (-446%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$15M$10M$5.0M$0Assets 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

2022

Assets$13,888,168
Liabilities$0
Net Assets$13,888,168
Open 2022 Filing

Operations Trend

Revenue Growth4th percentile

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 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

2022

Revenue$331,503
Expenses$1,016,150
Net Income-$684,647
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$877,972
Mission and Program Overview

Mission

Supporting case western reserve university in cleveland ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$14,563,369$13,888,168▼ $675,201
Investments in Publicly Traded Securities$14,376,045$13,839,559▼ $536,486
Savings and Temporary Cash Investments$187,324$48,609▼ $138,715
Total Assets$14,563,369$13,888,168▼ $675,201
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,563,369$13,888,168▼ $675,201
Total Liabilities and Net Assets / Fund Balance$14,563,369$13,888,168▼ $675,201
Compensation and Service Providers
Top Officer Pay30th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$123,049$123,049
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$331,503
Other Revenue
$0
Change in Net Assets
$-684,647
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$889,628
Salaries, Compensation, and Employee Benefits$123,050
Other Expenses$3,472
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$889,628--$889,628
Current Officers, Directors, Trustees, and Key Employees$24,610$98,440-$123,050
Other Expenses$200$185-$200
Total Functional Expenses$914,438$101,712$0$1,016,150
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniverityCleveland, OH501c3Supporting the Medical School$889,628
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

“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 enforces the bank's compliance policies.”

Form 990, Page 6, Part VI, Line 18

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

Form 990, Page 6, Part VI, Line 19

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

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
Title
Tax Manager
Phone
4127629965
Signed
2023-10-30
Discuss with paid preparer
Yes

Organization Details

Formed
1961
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Jason Belot
Phone
3302555814
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Cost Basis Adjustment $9,922.46; 2021 Transaction Posted in 2022 $4.10; 2022 Transaction Posted in 2023 $(481.73); Rounding Adjustment $1.00”

Raw XML Appendix399 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 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Part V, Line 1 (cont)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Part IV, Section D, Line 3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTING THE MEDICAL SCHOOL
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CWRU DISTINGUISHED PROFS 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
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PNC BANK, AS SOLE TRUSTEE, ARRANGES FOR THE PREPARATION OF FORM 990. RETURNS ARE SUBMITTED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PNC BANK NA, TRUSTEE CONSISTENTLY MONITORS AND ENFORCES THE BANK'S COMPLIANCE POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS THE SOLE TRUSTEE, PNC BANK NA MAKES THE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AS THE SOLE TRUSTEE, PNC BANK NA MAKES THE DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Cost Basis Adjustment $9,922.46; 2021 Transaction Posted in 2022 $4.10; 2022 Transaction Posted in 2023 $(481.73); Rounding Adjustment $1.00
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 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014563369
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013888168
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0914438
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0331503
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IRS990/USAddress/ZIPCd015212
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04127629965
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CWRU DISTINGUISHED PROFS
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ReturnHeader/Filer/EIN0346512746
ReturnHeader/Filer/PhoneNum04127629965
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ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum03302555814
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02023-11-09T10:00:44-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,888,168
Liabilities
$0
Net assets
$13,888,168
Revenue
$331,503
Expenses
$1,016,150
Net income
-$684,647
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
2022Detailed filing. Detailed filing data is available for this year.$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