Civic Intelligence

Elizabeth E Eggers Char UW

EIN 35-6289708 • 501(c)3 • Cincinnati, OH

Profile

Trust assets are invested to provide income to be distributed to the charities named in the governing document

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

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

65th percentile

$21,769

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 17.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

40th percentile

0.5%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,215,396

Up $28,208 (+2.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,215,396

Up $28,208 (+2.4%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin76th percentile

Revenue

Up

$122,285

Up $48,944 (+67%) from 2024

Expenses

Up

$94,072

Up $4,745 (+5.3%) from 2024

Net Income

Up

$28,213

Up $44,199 (+276%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$1.5M$1.0M$500K$0Assets 2020: $1,219,999Liabilities 2020: $0Net Assets 2020: $1,219,9992020Assets 2021: $1,239,399Liabilities 2021: $0Net Assets 2021: $1,239,3992021Assets 2022: $1,206,276Liabilities 2022: $0Net Assets 2022: $1,206,2762022Assets 2023: $1,203,176Liabilities 2023: $0Net Assets 2023: $1,203,1762023Assets 2024: $1,187,188Liabilities 2024: $0Net Assets 2024: $1,187,1882024Assets 2025: $1,215,396Liabilities 2025: $0Net Assets 2025: $1,215,3962025

Highlighted filing

2025

Assets$1,215,396
Liabilities$0
Net Assets$1,215,396
Open 2025 Filing

Operations Trend

Revenue Growth61st percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $46,036Expenses 2020: $87,454Net Income 2020: -$41,4182020Revenue 2021: $107,401Expenses 2021: $87,997Net Income 2021: $19,4042021Revenue 2022: $63,598Expenses 2022: $96,713Net Income 2022: -$33,1152022Revenue 2023: $94,610Expenses 2023: $97,706Net Income 2023: -$3,0962023Revenue 2024: $73,341Expenses 2024: $89,327Net Income 2024: -$15,9862024Revenue 2025: $122,285Expenses 2025: $94,072Net Income 2025: $28,2132025

Highlighted filing

2025

Revenue$122,285
Expenses$94,072
Net Income$28,213
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,215,396
Liabilities
$0
Net assets
$1,215,396
Revenue
$122,285
Expenses
$94,072
Net income
$28,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.12$0.09$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.09$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.09$0.10$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.10$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.11$0.09$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.05$0.09$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 24, 2025
Return Version
2024v5.2
Gross Receipts
$494,308
Mission and Program Overview

Mission

Trust assets are invested to provide income to be distributed to the charities named in the governing document

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,187,188$1,215,396▲ $28,208
Investments in Publicly Traded Securities$1,142,431$1,161,601▲ $19,170
Savings and Temporary Cash Investments$44,258$53,795▲ $9,537
Cash and Non-Interest-Bearing Accounts$499--
Total Assets$1,187,188$1,215,396▲ $28,208
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,187,188$1,215,396▲ $28,208
Total Liabilities and Net Assets / Fund Balance$1,187,188$1,215,396▲ $28,208
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank NaTrustee$21,769$21,769
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$122,285
Other Revenue
$0
Change in Net Assets
$28,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,410
Salaries, Compensation, and Employee Benefits$21,769
Other Expenses$1,893
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,410--$70,410
Current Officers, Directors, Trustees, and Key Employees$3,265$18,504-$21,769
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$423-$423
Total Functional Expenses$73,675$20,397$0$94,072
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity United Methodist ChurchEvansville, IN501(c)3General Operating Support$35,205
University of EvansvilleEvansville, IN501(c)3General Operating Support$35,205
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

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

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

“At the annual meeting, members of the trustee oversight council prepared and disclosed annual conflicts of interest. 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
Elizabeth E Eggers Char Uw
EIN
35-6289708
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-10-24
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
In
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
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Mutual fund earnings ($4) ; rounding ($1).”

Raw XML Appendix359 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH E EGGERS CHAR UW
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-04T15:01:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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