Civic Intelligence

Elizabeth E Eggers and Family Memorial Trust

990 • Fiscal year 2021 • EIN 35-6289708

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 30, 2021

Organization ProfileN/A
P O Box 630858Cincinnati, OH 45263-0858

(513) 534-5310

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

59th percentile

18%

Higher net margin than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

31st percentile

1.6%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

133%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$1,239,399

Up $19,400 (+1.6%) from 2020

Net Assets

Up

$1,239,399

Up $19,400 (+1.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin59th percentile

Revenue

Up

$107,401

Up $61,365 (+133%) from 2020

Expenses

Up

$87,997

Up $543 (+0.6%) from 2020

Net Income

Up

$19,404

Up $60,822 (+147%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2021

Assets$1,239,399
Liabilities$0
Net Assets$1,239,399
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$107,401
Expenses$87,997
Net Income$19,404
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 30, 2021
Return Version
2020v4.1
Gross Receipts
$453,651
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$1,219,999$1,239,399▲ $19,400
Investments in Publicly Traded Securities$1,143,019$1,192,083▲ $49,064
Savings and Temporary Cash Investments$76,980$47,315▼ $29,665
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$1,219,999$1,239,399▲ $19,400
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,219,999$1,239,399▲ $19,400
Total Liabilities and Net Assets / Fund Balance$1,219,999$1,239,399▲ $19,400
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Fifth Third Bank NaTrustee$19,666$19,666
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$107,401
Other Revenue
$0
Change in Net Assets
$19,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,156
Salaries, Compensation, and Employee Benefits$19,666
Other Expenses$1,175
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,156--$67,156
Current Officers, Directors, Trustees, and Key Employees-$19,666-$19,666
Fees for Services Accounting-$1,175-$1,175
Total Functional Expenses$67,156$20,841$0$87,997
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity United Methodist ChurchEvansville, IN501(c)3General Operating Support$33,578
University of EvansvilleEvansville, IN501(c)3General Operating Support$33,578
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
P O BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2021-08-30
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Doak a Pfaff
Phone
6142327288
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“ROUNDING OF ($4)”

Raw XML Appendix297 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/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,239,399
Liabilities
$0
Net assets
$1,239,399
Revenue
$107,401
Expenses
$87,997
Net income
$19,404
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