Civic Intelligence

Elizabeth E Eggers and Family Memorial Trust

990 • Fiscal year 2024 • EIN 35-6289708

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 12, 2024

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

(513) 534-5310

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$1,187,188

Down $15,988 (-1.3%) from 2023

Net Assets

Down

$1,187,188

Down $15,988 (-1.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses

Revenue

Down

$73,341

Down $21,269 (-22%) from 2023

Expenses

Down

$89,327

Down $8,379 (-8.6%) from 2023

Net Income

Down

-$15,986

Down $12,890 (-416%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$1,187,188
Liabilities$0
Net Assets$1,187,188
Open 2024 Filing

Operations Trend

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

2024

Revenue$73,341
Expenses$89,327
Net Income-$15,986
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 12, 2024
Return Version
2023v5.1
Gross Receipts
$849,925
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$1,203,176$1,187,188▼ $15,988
Investments in Publicly Traded Securities$1,168,953$1,142,431▼ $26,522
Savings and Temporary Cash Investments$34,222$44,258▲ $10,036
Cash and Non-Interest-Bearing Accounts$1$499▲ $498
Total Assets$1,203,176$1,187,188▼ $15,988
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,203,176$1,187,188▼ $15,988
Total Liabilities and Net Assets / Fund Balance$1,203,176$1,187,188▼ $15,988
Compensation and Service Providers

Employees

NameTitleBaseTotal
Fifth Third Bank NaTrustee$20,277$20,277
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$73,341
Other Revenue
$0
Change in Net Assets
$-15,986
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,110
Salaries, Compensation, and Employee Benefits$20,278
Other Expenses$1,939
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,110--$67,110
Current Officers, Directors, Trustees, and Key Employees$3,042$17,236-$20,278
Fees for Services Accounting-$1,410-$1,410
Other Expenses-$529-$529
Total Functional Expenses$70,152$19,175$0$89,327
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity United Methodist ChurchEvansville, IN501(c)3General Operating Support$33,555
University of EvansvilleEvansville, IN501(c)3General Operating Support$33,555
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
2024-08-12
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

“Mutual fund earnings of ($1) and rounding of ($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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,187,188
Liabilities
$0
Net assets
$1,187,188
Revenue
$73,341
Expenses
$89,327
Net income
-$15,986
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