Civic Intelligence

Case Western Reserve University Endowment Trust for Distinguished

990 • Fiscal year 2023 • EIN 34-6512746

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 10, 2024

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.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

5th percentile

0.00x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

3rd percentile

-139%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$118,153

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

31st percentile

0.3%

Faster asset growth than 31% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

14%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$13,929,806

Up $41,638 (+0.3%) from 2022

Net Assets

Up

$13,929,806

Up $41,638 (+0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin3rd percentile

Revenue

Up

$378,641

Up $47,138 (+14%) from 2022

Expenses

Down

$903,943

Down $112,207 (-11%) from 2022

Net Income

Up

-$525,302

Up $159,345 (+23%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth31st 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 2023: $13,929,806Liabilities 2023: $0Net Assets 2023: $13,929,8062023Assets 2024: $13,486,189Liabilities 2024: $0Net Assets 2024: $13,486,1892024

Highlighted filing

2023

Assets$13,929,806
Liabilities$0
Net Assets$13,929,806
Open 2023 Filing

Operations Trend

Revenue Growth66th 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 2023: $378,641Expenses 2023: $903,943Net Income 2023: -$525,3022023Revenue 2024: $458,664Expenses 2024: $894,089Net Income 2024: -$435,4252024

Highlighted filing

2023

Revenue$378,641
Expenses$903,943
Net Income-$525,302
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 10, 2024
Return Version
2023v5.1
Gross Receipts
$1,028,558
Mission and Program Overview

Mission

Supporting case western reserve university in cleveland ohio

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds-$13,929,806-
Rtn Earn Endowment Incm Other Fnds$13,888,168--
Investments in Publicly Traded Securities$13,839,559$13,789,792▼ $49,767
Savings and Temporary Cash Investments$48,609$140,014▲ $91,405
Total Assets$13,888,168$13,929,806▲ $41,638
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,888,168$13,929,806▲ $41,638
Total Liabilities and Net Assets / Fund Balance$13,888,168$13,929,806▲ $41,638
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$118,153$118,153
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$378,641
Other Revenue
$0
Change in Net Assets
$-525,302
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$780,597
Salaries, Compensation, and Employee Benefits$118,153
Other Expenses$5,193
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$780,597--$780,597
Current Officers, Directors, Trustees, and Key Employees$23,631$94,522-$118,153
Other Expenses$200$909-$200
Total Functional Expenses$804,428$99,515$0$903,943
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Case Western Reserve UniverityCleveland, OH501c3Supporting the Medical School$780,597
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
2024-10-10
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 600,149.81; Accrued Income Adjustment (33,142.62); 2022 Transaction Posted in 2023 120.45; 2023 Transaction Posted in 2024 (188.10)”

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/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
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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 600,149.81; Accrued Income Adjustment (33,142.62); 2022 Transaction Posted in 2023 120.45; 2023 Transaction Posted in 2024 (188.10)
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/EOYAmt013929806
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PNC BANK N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TAX MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum04127629965
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CWRU DISTINGUISHED PROFS
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ReturnHeader/Filer/EIN0346512746
ReturnHeader/Filer/PhoneNum04127629965
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum03302555814
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON BELOT
ReturnHeader/ReturnTs02024-10-15T08:01:19-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,929,806
Liabilities
$0
Net assets
$13,929,806
Revenue
$378,641
Expenses
$903,943
Net income
-$525,302
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
2023Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$0.38$0.90$0.53
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