Civic Intelligence

Trustee U Estate of Ida Kayser

EIN 23-7304143 • 501(c)3 • Cincinnati, OH

Profile

PROVIDE ANNUAL INCOME TO THE 4 CHARITABLE BENEFICIARIES 501(c)(3) ESTABLISHED BY THE TRUST

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$121,683

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

174%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,636,310

Up $748,649 (+6.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,636,310

Up $748,649 (+6.9%) from 2023

Operations
Liabilities / Revenue7th percentileNet Margin89th percentile

Revenue

Up

$1,487,885

Up $943,921 (+174%) from 2023

Expenses

Down

$745,382

Down $13,726 (-1.8%) from 2023

Net Income

Up

$742,503

Up $957,647 (+445%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$15M$10M$5.0M$0Assets 2020: $11,216,703Liabilities 2020: $0Net Assets 2020: $11,216,7032020Assets 2021: $11,556,640Liabilities 2021: $0Net Assets 2021: $11,556,6402021Assets 2022: $11,109,194Liabilities 2022: $0Net Assets 2022: $11,109,1942022Assets 2023: $10,887,661Liabilities 2023: $0Net Assets 2023: $10,887,6612023Assets 2024: $11,636,310Liabilities 2024: $0Net Assets 2024: $11,636,3102024

Highlighted filing

2024

Assets$11,636,310
Liabilities$0
Net Assets$11,636,310
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $302,226Expenses 2020: $718,814Net Income 2020: -$416,5882020Revenue 2021: $1,091,050Expenses 2021: $746,869Net Income 2021: $344,1812021Revenue 2022: $387,093Expenses 2022: $831,558Net Income 2022: -$444,4652022Revenue 2023: $543,964Expenses 2023: $759,108Net Income 2023: -$215,1442023Revenue 2024: $1,487,885Expenses 2024: $745,382Net Income 2024: $742,5032024

Highlighted filing

2024

Revenue$1,487,885
Expenses$745,382
Net Income$742,503
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,636,310
Liabilities
$0
Net assets
$11,636,310
Revenue
$1,487,885
Expenses
$745,382
Net income
$742,503
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.49$0.75$0.74
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.54$0.76$0.22
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.39$0.83$0.44
2021Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$1.09$0.75$0.34
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$0.30$0.72$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 24, 2025
Return Version
2024v5.1
Gross Receipts
$7,068,621
Mission and Program Overview

Mission

PROVIDE ANNUAL INCOME TO THE 4 CHARITABLE BENEFICIARIES 501(c)(3) ESTABLISHED BY THE TRUST

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$10,887,661$11,636,310▲ $748,649
Investments in Publicly Traded Securities$10,123,399$11,118,143▲ $994,744
Savings and Temporary Cash Investments$764,258$518,165▼ $246,093
Cash and Non-Interest-Bearing Accounts$4$2▼ $2
Total Assets$10,887,661$11,636,310▲ $748,649
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,887,661$11,636,310▲ $748,649
Total Liabilities and Net Assets / Fund Balance$10,887,661$11,636,310▲ $748,649
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$121,683$121,683
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,487,885
Other Revenue
$0
Change in Net Assets
$742,503
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$613,152
Salaries, Compensation, and Employee Benefits$121,682
Other Expenses$10,548
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$613,152--$613,152
Current Officers, Directors, Trustees, and Key Employees$18,252$103,430-$121,682
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$1,195-$1,195
Total Functional Expenses$631,404$113,978$0$745,382
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Cincinnati Fdtn & Uc HospitalCincinnati, OH501(c)(3)Annual Fund$306,576
Beech Acres Parenting CenterCincinnati, OH501(c)(3)Annual Fund$153,288
The Childrens Hospital Medical CenterTerrace Park, OH501(c)(3)Annual Fund$153,288
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
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

“Form 990 is reviewed by a tax officer of the trustee”

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

“At each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. As grantee organizations were discussed a trustee member would recuse themselves from voting if a conflict was present and the conflict would be noted in the minutes.”

Form 990, Page 6, Part VI, Line 19

“Forms are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Trustee U Estate of Ida Kayser
EIN
23-7304143
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Formed
1952
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
Derek Mastic
Phone
4126447407
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Return of capital on sales ($179), cost basis adjustment of ($99), mutual fund earnings of $7, 2024 transactions posted in 2025 of ($2,064), 2023 transactions posted in 2024 of $2,700, py accrued interest carryforward to 2024 of $240, cy accrued carryforward to 2025 of ($641), 2023 sales posted in 2024 of $6,270, wash sale cost basis adjustmens of ($87) and rounding of ($1).”

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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/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CHILDRENS HOSPITAL MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1BEECH ACRES PARENTING CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2UNIVERSITY OF CINCINNATI FDTN & UC HOSPITAL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0613152
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0153288
IRS990ScheduleI/RecipientTable/CashGrantAmt1153288
IRS990ScheduleI/RecipientTable/CashGrantAmt2306576
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ANNUAL FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ANNUAL FUND
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ANNUAL FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEECH ACRES PARENTING CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE CHILDRENS HOSPITAL MEDICAL CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF CINCINNATI FDTN & UC HOSPITAL
IRS990ScheduleI/RecipientTable/RecipientEIN0310536663
IRS990ScheduleI/RecipientTable/RecipientEIN1310833936
IRS990ScheduleI/RecipientTable/RecipientEIN2310896555
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0615 ELSINORE PL STE 500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 324
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 19970
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TERRACE PARK
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145174
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd2452190970
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FMV
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSES AND PROGRAMS ESTABLISHED BY THE TRUST INSTRUMENT. NO UNSOLICITED REQUESTS FOR FUNDS ARE ACCEPTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. AS GRANTEE ORGANIZATIONS WERE DISCUSSED A TRUSTEE MEMBER WOULD RECUSE THEMSELVES FROM VOTING IF A CONFLICT WAS PRESENT AND THE CONFLICT WOULD BE NOTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORMS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RETURN OF CAPITAL ON SALES ($179), COST BASIS ADJUSTMENT OF ($99), MUTUAL FUND EARNINGS OF $7, 2024 TRANSACTIONS POSTED IN 2025 OF ($2,064), 2023 TRANSACTIONS POSTED IN 2024 OF $2,700, PY ACCRUED INTEREST CARRYFORWARD TO 2024 OF $240, CY ACCRUED CARRYFORWARD TO 2025 OF ($641), 2023 SALES POSTED IN 2024 OF $6,270, WASH SALE COST BASIS ADJUSTMENS OF ($87) AND ROUNDING OF ($1).
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/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL MEDICAL CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNIVERSITY OF CINCINNATI FDTN & UC HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2BEECH ACRES PARENTING CENTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310833936
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1310896555
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2310536663
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HOSPITAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION/PUBLIC FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CHILDREN'S AND YOUTH SERVICES/FAMILY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt03
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt15
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt22
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0P O BOX 324
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1P O BOX 19970
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2615 ELSINORE PL STE 500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TERRACE PARK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045174
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1452190970
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd245202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0153288
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1306576
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2153288
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL MEDICAL CENTER
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1UNIVERSITY OF CINCINNATI FDTN & UC HOSPITAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2BEECH ACRES PARENTING CENTER
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1b
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt010887661
IRS990/TotalAssetsEOYAmt011636310
IRS990/TotalAssetsGrp/BOYAmt010887661
IRS990/TotalAssetsGrp/EOYAmt011636310
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

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