Civic Intelligence

Elizabeth E Eggers and Family Memorial Trust

990 • Fiscal year 2023 • EIN 35-6289708

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 25, 2023

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

16th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

16th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

33rd percentile

-3.3%

Higher net margin than 33% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2023

Asset Growth

35th percentile

-0.3%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

49%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets16th percentile

Assets

Down

$1,203,176

Down $3,100 (-0.3%) from 2022

Net Assets

Down

$1,203,176

Down $3,100 (-0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin33rd percentile

Revenue

Up

$94,610

Up $31,012 (+49%) from 2022

Expenses

Up

$97,706

Up $993 (+1.0%) from 2022

Net Income

Up

-$3,096

Up $30,019 (+91%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2023

Assets$1,203,176
Liabilities$0
Net Assets$1,203,176
Open 2023 Filing

Operations Trend

Revenue Growth84th 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

2023

Revenue$94,610
Expenses$97,706
Net Income-$3,096
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 25, 2023
Return Version
2022v5.0
Gross Receipts
$1,301,745
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$1,206,276$1,203,176▼ $3,100
Investments in Publicly Traded Securities$1,158,953$1,168,953▲ $10,000
Savings and Temporary Cash Investments$47,322$34,222▼ $13,100
Cash and Non-Interest-Bearing Accounts$1$1→ $0
Total Assets$1,206,276$1,203,176▼ $3,100
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,206,276$1,203,176▼ $3,100
Total Liabilities and Net Assets / Fund Balance$1,206,276$1,203,176▼ $3,100
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Fifth Third Bank NaTrustee$19,417$19,417
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$94,610
Other Revenue
$0
Change in Net Assets
$-3,096
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,688
Salaries, Compensation, and Employee Benefits$19,416
Other Expenses$1,602
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,688--$76,688
Current Officers, Directors, Trustees, and Key Employees$2,912$16,504-$19,416
Fees for Services Accounting-$1,175-$1,175
Other Expenses-$427-$427
Total Functional Expenses$79,600$18,106$0$97,706
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity United Methodist ChurchEvansville, IN501(c)3General Operating Support$38,344
University of EvansvilleEvansville, IN501(c)3General Operating Support$38,344
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
2023-07-25
Discuss with paid preparer
Yes

Organization Details

Formed
1972
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

“ROUNDING OF ($4).”

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,203,176
Liabilities
$0
Net assets
$1,203,176
Revenue
$94,610
Expenses
$97,706
Net income
-$3,096
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