Civic Intelligence

Alice May - Ue May Chair Iua

EIN 90-0317054 • 501(c)3 • Cincinnati, OH

Profile

Trust assets are invested to provide income to support university of evansville

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

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

38%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$24,847

Higher top officer pay than 44% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

4.6%

Faster asset growth than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

94%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,472,939

Up $64,523 (+4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,472,939

Up $64,523 (+4.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$169,226

Up $81,853 (+94%) from 2023

Expenses

Down

$104,847

Down $861 (-0.8%) from 2023

Net Income

Up

$64,379

Up $82,714 (+451%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth53rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,297,787Liabilities 2011: $02011Assets 2012: $1,265,726Liabilities 2012: $02012Assets 2013: $1,240,435Liabilities 2013: $02013Assets 2014: $1,273,253Liabilities 2014: $02014Assets 2015: $1,284,958Liabilities 2015: $02015Assets 2019: $1,586,330Liabilities 2019: $0Net Assets 2019: $1,586,3302019Assets 2020: $1,442,659Liabilities 2020: $0Net Assets 2020: $1,442,6592020Assets 2021: $1,490,050Liabilities 2021: $0Net Assets 2021: $1,490,0502021Assets 2022: $1,426,977Liabilities 2022: $0Net Assets 2022: $1,426,9772022Assets 2023: $1,408,416Liabilities 2023: $0Net Assets 2023: $1,408,4162023Assets 2024: $1,472,939Liabilities 2024: $0Net Assets 2024: $1,472,9392024

Highlighted filing

2024

Assets$1,472,939
Liabilities$0
Net Assets$1,472,939
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $98,586Expenses 2011: $101,713Net Income 2011: -$3,1272011Revenue 2012: $64,909Expenses 2012: $96,968Net Income 2012: -$32,0592012Revenue 2013: $77,140Expenses 2013: $101,608Net Income 2013: -$24,4682013Revenue 2014: $145,610Expenses 2014: $109,913Net Income 2014: $35,6972014Revenue 2015: $126,034Expenses 2015: $110,917Net Income 2015: $15,1172015Revenue 2019: $246,197Expenses 2019: $107,510Net Income 2019: $138,6872019Revenue 2020: $68,912Expenses 2020: $211,931Net Income 2020: -$143,0192020Revenue 2021: $153,166Expenses 2021: $106,070Net Income 2021: $47,0962021Revenue 2022: $53,750Expenses 2022: $116,624Net Income 2022: -$62,8742022Revenue 2023: $87,373Expenses 2023: $105,708Net Income 2023: -$18,3352023Revenue 2024: $169,226Expenses 2024: $104,847Net Income 2024: $64,3792024

Highlighted filing

2024

Revenue$169,226
Expenses$104,847
Net Income$64,379
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,472,939
Liabilities
$0
Net assets
$1,472,939
Revenue
$169,226
Expenses
$104,847
Net income
$64,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.17$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.09$0.11$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.05$0.12$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.15$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.07$0.21$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.25$0.11$0.14
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$0.13$0.11$0.02
2014Summary only. Only limited summary data is available for this year.$1.27$0.00$0.15$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.24$0.00$0.08$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$0.06$0.10$0.03
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.10$0.10$0.00
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
$1,055,411
Mission and Program Overview

Mission

Trust assets are invested to provide income to support university of evansville

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,408,416$1,472,939▲ $64,523
Investments in Publicly Traded Securities$1,340,427--
Savings and Temporary Cash Investments$67,989$56,959▼ $11,030
Cash and Non-Interest-Bearing Accounts-$1-
Total Assets$1,408,416$1,472,939▲ $64,523
Other Assets Total-$1,415,979-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,408,416$1,472,939▲ $64,523
Total Liabilities and Net Assets / Fund Balance$1,408,416$1,472,939▲ $64,523
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Fifth Third Bank N aTrustee$24,847$24,847
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$169,226
Other Revenue
$0
Change in Net Assets
$64,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,947
Salaries, Compensation, and Employee Benefits$24,847
Other Expenses$2,053
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,947--$77,947
Current Officers, Directors, Trustees, and Key Employees$3,727$21,120-$24,847
Fees for Services Accounting-$1,470-$1,470
Other Expenses-$583-$583
Total Functional Expenses$81,674$23,173$0$104,847
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of EvansvilleEvansville, IN501(c)(3)Endowment$77,947
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, 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 alice may - ue may chair iua trust.”

Form 990, Page 6, Part VI, Line 19

“Available upon written request”

Filing and Contact Details

Filer

Filer Name
Alice May - Ue May Chair Iua
EIN
90-0317054
Phone
5135345310
Address
PO BOX 630858, CINCINNATI, OH 45263-0858

Signing Officer

Name
Matthew Carothers
Title
Trustee
Phone
5135345310
Signed
2025-04-23
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
In
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: $684.37. 2024 Transaction Posted in 2025;($535.69). Income Adjustment ($6.34) ROUNDING: $2”

Raw XML Appendix396 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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IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt053558
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF EVANSVILLE
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01800 LINCOLN AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EVANSVILLE
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT TO BE USED FOR THE PURPOSE AND PROGRAMS ESTABLISTED BY THE TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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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 ALICE MAY - UE MAY CHAIR IUA TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt42023 Transaction Posted in 2024: $684.37. 2024 Transaction Posted in 2025;($535.69). Income Adjustment ($6.34) ROUNDING: $2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, 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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EVANSVILLE
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01472939
IRS990/TotalAssetsGrp/BOYAmt01408416
IRS990/TotalAssetsGrp/EOYAmt01472939
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081674
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104847
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01472939
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt081674
IRS990/TotalReportableCompFromOrgAmt024847
IRS990/TotalRevenueGrp/ExclusionAmt0169226
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0169226
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01408416
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01472939
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 630858
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IRS990/USAddress/ZIPCd045263
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW CAROTHERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05135345310
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALICE MAY - UE MAY CHAIR IUA
ReturnHeader/Filer/BusinessNameControlTxt0MAY
ReturnHeader/Filer/EIN0900317054
ReturnHeader/Filer/PhoneNum05135345310
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02100 ONE PPG PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015222
ReturnHeader/PreparerPersonGrp/PhoneNum04126447407
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK MASTIC
ReturnHeader/ReturnTs02025-04-29T14:01:30-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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