Civic Intelligence

Tr Ua Ew Anderson Memorial

EIN 38-3324216 • 501(c)3 • Cincinnati, OH

Profile

To provide funding for renewable college scholarships for graduating high school students from the Marquette area public schools.

PO Box 630858Cincinnati, OH 45263-0858

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$10,845

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.4%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

95%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$635,875

Up $27,058 (+4.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$635,875

Up $27,058 (+4.4%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin84th percentile

Revenue

Up

$73,568

Up $35,828 (+95%) from 2023

Expenses

Down

$46,564

Down $135 (-0.3%) from 2023

Net Income

Up

$27,004

Up $35,963 (+401%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $646,523Liabilities 2010: $0Net Assets 2010: $646,5232010Assets 2011: $621,357Liabilities 2011: $0Net Assets 2011: $621,3572011Assets 2012: $642,588Liabilities 2012: $0Net Assets 2012: $642,5882012Assets 2013: $630,876Liabilities 2013: $0Net Assets 2013: $630,8762013Assets 2014: $633,213Liabilities 2014: $0Net Assets 2014: $633,2132014Assets 2015: $618,280Liabilities 2015: $0Net Assets 2015: $618,2802015Assets 2016: $640,184Liabilities 2016: $0Net Assets 2016: $640,1842016Assets 2017: $627,184Liabilities 2017: $0Net Assets 2017: $627,1842017Assets 2018: $615,564Liabilities 2018: $0Net Assets 2018: $615,5642018Assets 2019: $650,188Liabilities 2019: $0Net Assets 2019: $650,1882019Assets 2020: $627,960Liabilities 2020: $0Net Assets 2020: $627,9602020Assets 2021: $646,652Liabilities 2021: $0Net Assets 2021: $646,6522021Assets 2022: $617,873Liabilities 2022: $0Net Assets 2022: $617,8732022Assets 2023: $608,817Liabilities 2023: $0Net Assets 2023: $608,8172023Assets 2024: $635,875Liabilities 2024: $0Net Assets 2024: $635,8752024

Highlighted filing

2024

Assets$635,875
Liabilities$0
Net Assets$635,875
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KExpenses 2010: $70,1422010Expenses 2011: $43,4802011Expenses 2012: $9,6932012Revenue 2013: $72,434Expenses 2013: $84,146Net Income 2013: -$11,7122013Revenue 2014: $51,244Expenses 2014: $48,907Net Income 2014: $2,3372014Revenue 2015: $32,862Expenses 2015: $47,795Net Income 2015: -$14,9332015Revenue 2016: $66,555Expenses 2016: $44,658Net Income 2016: $21,8972016Revenue 2017: $32,408Expenses 2017: $45,417Net Income 2017: -$13,0092017Revenue 2018: $37,277Expenses 2018: $48,899Net Income 2018: -$11,6222018Revenue 2019: $76,634Expenses 2019: $42,013Net Income 2019: $34,6212019Revenue 2020: $24,468Expenses 2020: $46,414Net Income 2020: -$21,9462020Revenue 2021: $66,429Expenses 2021: $47,858Net Income 2021: $18,5712021Revenue 2022: $23,186Expenses 2022: $51,878Net Income 2022: -$28,6922022Revenue 2023: $37,740Expenses 2023: $46,699Net Income 2023: -$8,9592023Revenue 2024: $73,568Expenses 2024: $46,564Net Income 2024: $27,0042024

Highlighted filing

2024

Revenue$73,568
Expenses$46,564
Net Income$27,004
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$635,875
Liabilities
$0
Net assets
$635,875
Revenue
$73,568
Expenses
$46,564
Net income
$27,004
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.74$0.47$0.27
2023Detailed filing. Detailed filing data is available for this year.$6.09$0.00$6.09$0.38$0.47$0.09
2022Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.23$0.52$0.29
2021Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.66$0.48$0.19
2020Detailed filing. Detailed filing data is available for this year.$6.28$0.00$6.28$0.24$0.46$0.22
2019Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.77$0.42$0.35
2018Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.37$0.49$0.12
2017Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.32$0.45$0.13
2016Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$0.67$0.45$0.22
2015Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.33$0.48$0.15
2014Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.51$0.49$0.02
2013Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.72$0.84$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.43$0.00$6.43$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$0.00$6.21$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.47$0.00$6.47$0.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Gross Receipts
$467,919
Mission and Program Overview

Mission

To provide funding for renewable college scholarships for graduating high school students from the Marquette area public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds-$635,875-
Cap Stk Tr Prin Current Funds$608,817--
Investments in Publicly Traded Securities$578,428--
Savings and Temporary Cash Investments$30,389$24,554▼ $5,835
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$608,817$635,875▲ $27,058
Other Assets Total-$611,320-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$608,817$635,875▲ $27,058
Total Liabilities and Net Assets / Fund Balance$608,817$635,875▲ $27,058
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$10,845$10,845
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$73,568
Other Revenue
$0
Change in Net Assets
$27,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$34,000
Salaries, Compensation, and Employee Benefits$10,845
Other Expenses$1,719
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$34,000--$34,000
Current Officers, Directors, Trustees, and Key Employees$1,627$9,218-$10,845
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$249-$249
Total Functional Expenses$35,627$10,937$0$46,564
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marquette Public SchoolsMarquette, MIGovGeneral Operationing Support$34,000
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
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 tr ua e.w anderson memorial.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon written request to the organization”

Filing and Contact Details

Filer

Filer Name
Tr Ua Ew Anderson Memorial
EIN
38-3324216
Phone
8004000439
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
8004000439
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Mi
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 ONE PPG PLACE, PITTSBURGH, PA 15222
Preparer
Derek Mastic
Phone
4126447407
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2023 Transaction Posted in 2024; $295.56, 2024 Transaction Posted in 2025:($230.95). SALES FOUND UPDATE: ($8.50). ROUNDING: ($2)”

Raw XML Appendix326 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.

Path#Value
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IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/Desc0TO PROVIDE FUNDING FOR RENEWABLE COLLEGE SCHOLARSHIPS FOR GRADUATING HIGH SCHOOL STUDENTS FROM THE MARQUETTE AREA PUBLIC SCHOOLS.
IRS990/DescribedInSection501c3Ind0true
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IRS990/EmployeeCnt00
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IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt035627
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01470
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IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt010845
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/GainOrLossGrp/SecuritiesAmt056712
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt034000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt034000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt034000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0451063
IRS990/GrossReceiptsAmt0467919
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt016856
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016856
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0578428
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0394351
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide funding for renewable college scholarships for graduating high school students from the Marquette area public schools.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0608817
IRS990/NetAssetsOrFundBalancesEOYAmt0635875
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt056712
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt056712
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0611320
IRS990/OtherChangesInNetAssetsAmt054
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0249
IRS990/OtherExpensesGrp/TotalAmt0249
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0FIFTH THIRD BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt035000
IRS990/PYInvestmentIncomeAmt037740
IRS990/PYOtherExpensesAmt01754
IRS990/PYRevenuesLessExpensesAmt0-8959
IRS990/PYSalariesCompEmpBnftPaidAmt09945
IRS990/PYTotalExpensesAmt046699
IRS990/PYTotalRevenueAmt037740
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt027004
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Operationing Support
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IRS990ScheduleI/RecipientTable/RecipientEIN0386002594
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01201 West Fair Ave
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Grants are made to organizations named in the governing document to be used for the purposes and programs established by the trust instrument. No unsolicited requests for funds are accepted.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 TR UA E.W ANDERSON MEMORIAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42023 Transaction Posted in 2024; $295.56, 2024 Transaction Posted in 2025:($230.95). SALES FOUND UPDATE: ($8.50). ROUNDING: ($2)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 PART VI A, LINE 8a AND 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08004000439
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR UA EW ANDERSON MEMORIAL
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK MASTIC
ReturnHeader/ReturnTs02025-04-24T09:01:21-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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