Civic Intelligence

Elizabeth E Eggers and Family Memorial Trust

990 • Fiscal year 2022 • EIN 35-6289708

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 18, 2022

Organization ProfileN/A
PO 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

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-52%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

37th percentile

-2.7%

Faster asset growth than 37% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-41%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,206,276

Down $33,123 (-2.7%) from 2021

Net Assets

Down

$1,206,276

Down $33,123 (-2.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin7th percentile

Revenue

Down

$63,598

Down $43,803 (-41%) from 2021

Expenses

Up

$96,713

Up $8,716 (+9.9%) from 2021

Net Income

Down

-$33,115

Down $52,519 (-271%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2022

Assets$1,206,276
Liabilities$0
Net Assets$1,206,276
Open 2022 Filing

Operations Trend

Revenue Growth9th 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

2022

Revenue$63,598
Expenses$96,713
Net Income-$33,115
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 18, 2022
Return Version
2021v4.1
Gross Receipts
$331,308
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$1,239,399$1,206,276▼ $33,123
Investments in Publicly Traded Securities$1,192,083$1,158,953▼ $33,130
Savings and Temporary Cash Investments$47,315$47,322▲ $7
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$1,239,399$1,206,276▼ $33,123
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,239,399$1,206,276▼ $33,123
Total Liabilities and Net Assets / Fund Balance$1,239,399$1,206,276▼ $33,123
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Fifth Third Bank NaTrustee$21,007$21,007
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$63,598
Other Revenue
$0
Change in Net Assets
$-33,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,696
Salaries, Compensation, and Employee Benefits$21,007
Other Expenses$2,010
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,696--$73,696
Current Officers, Directors, Trustees, and Key Employees-$21,007-$21,007
Fees for Services Accounting-$1,175-$1,175
All Other Expenses-$835-$835
Total Functional Expenses$73,696$23,017$0$96,713
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity United Methodist ChurchEvansville, IN501(c)3General Operating Support$36,848
University of EvansvilleEvansville, IN501(c)3General Operating Support$36,848
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
2022-07-18
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
In
Voting Board Members
1
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

“Return of capital adjustment of ($6) and rounding of ($2).”

Raw XML Appendix352 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/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxYr02021

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
$1,206,276
Liabilities
$0
Net assets
$1,206,276
Revenue
$63,598
Expenses
$96,713
Net income
-$33,115
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $1M-$5M nonprofits