Civic Intelligence

Arnold E Menke Memorial Trust

990 • Fiscal year 2023 • EIN 35-6500493

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 02, 2024

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.

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

Liabilities / Revenue

17th 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

1st percentile

-333%

Higher net margin than 1% of similar nonprofits.

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

Top Officer Pay

49th percentile

$56,246

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 80.8% of source-year revenue.

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

Asset Growth

17th percentile

-6.7%

Faster asset growth than 17% of similar nonprofits.

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

Revenue Growth

6th percentile

-53%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$3,265,844

Down $232,817 (-6.7%) from 2022

Net Assets

Down

$3,265,844

Down $232,817 (-6.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$69,570

Down $78,939 (-53%) from 2022

Expenses

Down

$301,497

Down $32,117 (-9.6%) from 2022

Net Income

Down

-$231,927

Down $46,822 (-25%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2019: $3,774,192Liabilities 2019: $0Net Assets 2019: $3,774,1922019Assets 2020: $3,574,237Liabilities 2020: $0Net Assets 2020: $3,574,2372020Assets 2021: $3,687,728Liabilities 2021: $0Net Assets 2021: $3,687,7282021Assets 2022: $3,498,661Liabilities 2022: $0Net Assets 2022: $3,498,6612022Assets 2023: $3,265,844Liabilities 2023: $0Net Assets 2023: $3,265,8442023Assets 2024: $3,189,993Liabilities 2024: $0Net Assets 2024: $3,189,9932024

Highlighted filing

2023

Assets$3,265,844
Liabilities$0
Net Assets$3,265,844
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2019: $183,655Expenses 2019: $280,671Net Income 2019: -$97,0162019Revenue 2020: $103,135Expenses 2020: $299,893Net Income 2020: -$196,7582020Revenue 2021: $421,072Expenses 2021: $303,576Net Income 2021: $117,4962021Revenue 2022: $148,509Expenses 2022: $333,614Net Income 2022: -$185,1052022Revenue 2023: $69,570Expenses 2023: $301,497Net Income 2023: -$231,9272023Revenue 2024: $224,836Expenses 2024: $302,571Net Income 2024: -$77,7352024

Highlighted filing

2023

Revenue$69,570
Expenses$301,497
Net Income-$231,927
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 2, 2024
Return Version
2023v5.0
Gross Receipts
$1,170,971
Mission and Program Overview

Mission

Trust assets are invested to provide income to support organizations named in the governing document

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,498,661$3,265,844▼ $232,817
Investments in Publicly Traded Securities$3,420,828$3,021,304▼ $399,524
Savings and Temporary Cash Investments$77,833$244,539▲ $166,706
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$3,498,661$3,265,844▼ $232,817
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,498,661$3,265,844▼ $232,817
Total Liabilities and Net Assets / Fund Balance$3,498,661$3,265,844▼ $232,817
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N ATrustee$56,246$56,246
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$69,570
Other Revenue
$0
Change in Net Assets
$-231,927
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$242,575
Salaries, Compensation, and Employee Benefits$56,246
Other Expenses$2,676
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$242,575--$242,575
Current Officers, Directors, Trustees, and Key Employees$8,437$47,809-$56,246
Fees for Services Accounting-$1,410-$1,410
Other Expenses-$33-$33
Total Functional Expenses$251,012$50,485$0$301,497
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evansville Museum of Arts History and ScienceEvansville, IN501(c)(3)Program Services$242,575
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, PART VI.A. LINE 8A and 8B

“The foundation oversight council conducts meetings for all foundations where fifth third is the sole trustee. Each foundation holds at least one annual meeting and the minutes of the meeting are documented and saved.”

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 each annual meeting the members of the trustee oversight council prepared and disclosed annual conflict of interests. 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. At this time no member has a conflict of interest with the grantees of the arnold e menke memorial tr.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Arnold E Menke Memorial Tr
EIN
35-6500493
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2024-04-02
Discuss with paid preparer
Yes

Organization Details

Formed
1989
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 ($187), 2023 transactions posted in 2024 of ($612) , 2022 transactions posted in 2023 of $1,613, mutual fund earnings of ($3), cy accrued interest carryforward to 2024 of ($887), cy accured interest paid of ($815) and rounding of $1.”

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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/ExplanationTxt0THE FOUNDATION OVERSIGHT COUNCIL CONDUCTS MEETINGS FOR ALL FOUNDATIONS WHERE FIFTH THIRD IS THE SOLE TRUSTEE. EACH FOUNDATION HOLDS AT LEAST ONE ANNUAL MEETING AND THE MINUTES OF THE MEETING ARE DOCUMENTED AND SAVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY A TAX OFFICER OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH ANNUAL MEETING THE MEMBERS OF THE TRUSTEE OVERSIGHT COUNCIL PREPARED AND DISCLOSED ANNUAL CONFLICT OF INTERESTS. 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. AT THIS TIME NO MEMBER HAS A CONFLICT OF INTEREST WITH THE GRANTEES OF THE ARNOLD E MENKE MEMORIAL TR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,265,844
Liabilities
$0
Net assets
$3,265,844
Revenue
$69,570
Expenses
$301,497
Net income
-$231,927
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.22$0.30$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.07$0.30$0.23
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.15$0.33$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.42$0.30$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.57$0.10$0.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.18$0.28$0.10