Civic Intelligence

Trinity Catholic Academy Endowment Fund Inc

EIN 04-3431537 • 501(c)3 • Southbridge, MA

Profile

To support the needs of trinity catholic academy. The academy is committed to creating an atmosphere of academic excellence and justice, animatated by the gospel and its spirit of love and freedom, to enable the growth in wholeness and holiness of each student in grades pre-k through 8.

11 Pine StreetSouthbridge, MA 01550

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

76th percentile

19%

Faster asset growth than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

579%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$440,995

Up $70,102 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$440,995

Up $70,102 (+19%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin87th percentile

Revenue

Up

$43,331

Up $36,945 (+579%) from 2023

Expenses

Down

$25,640

Down $19,231 (-43%) from 2023

Net Income

Up

$17,691

Up $56,176 (+146%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

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

$800K$600K$400K$200K$0Assets 2010: $538,498Liabilities 2010: $0Net Assets 2010: $538,4982010Assets 2011: $476,401Liabilities 2011: $0Net Assets 2011: $476,4012011Assets 2012: $515,356Liabilities 2012: $0Net Assets 2012: $515,3562012Assets 2013: $583,170Liabilities 2013: $0Net Assets 2013: $583,1702013Assets 2014: $602,987Liabilities 2014: $0Net Assets 2014: $602,9872014Assets 2015: $547,442Liabilities 2015: $0Net Assets 2015: $547,4422015Assets 2016: $536,900Liabilities 2016: $0Net Assets 2016: $536,9002016Assets 2017: $532,616Liabilities 2017: $0Net Assets 2017: $532,6162017Assets 2018: $509,963Liabilities 2018: $0Net Assets 2018: $509,9632018Assets 2019: $477,057Liabilities 2019: $0Net Assets 2019: $477,0572019Assets 2020: $494,303Liabilities 2020: $0Net Assets 2020: $494,3032020Assets 2021: $500,732Liabilities 2021: $0Net Assets 2021: $500,7322021Assets 2022: $388,019Liabilities 2022: $0Net Assets 2022: $388,0192022Assets 2023: $370,893Liabilities 2023: $0Net Assets 2023: $370,8932023Assets 2024: $440,995Liabilities 2024: $0Net Assets 2024: $440,9952024

Highlighted filing

2024

Assets$440,995
Liabilities$0
Net Assets$440,995
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KExpenses 2010: $24,4542010Expenses 2011: $68,7162011Expenses 2012: $26,3892012Revenue 2013: $165,513Expenses 2013: $54,379Net Income 2013: $111,1342013Revenue 2014: $36,066Expenses 2014: $30,800Net Income 2014: $5,2662014Revenue 2015: $64,922Expenses 2015: $70,483Net Income 2015: -$5,5612015Revenue 2016: $27,472Expenses 2016: $49,182Net Income 2016: -$21,7102016Revenue 2017: $44,601Expenses 2017: $81,949Net Income 2017: -$37,3482017Revenue 2018: $80,786Expenses 2018: $39,963Net Income 2018: $40,8232018Revenue 2019: $32,162Expenses 2019: $131,356Net Income 2019: -$99,1942019Revenue 2020: $24,755Expenses 2020: $45,473Net Income 2020: -$20,7182020Revenue 2021: $77,199Expenses 2021: $64,036Net Income 2021: $13,1632021Revenue 2022: $32,302Expenses 2022: $48,717Net Income 2022: -$16,4152022Revenue 2023: $6,386Expenses 2023: $44,871Net Income 2023: -$38,4852023Revenue 2024: $43,331Expenses 2024: $25,640Net Income 2024: $17,6912024

Highlighted filing

2024

Revenue$43,331
Expenses$25,640
Net Income$17,691
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$440,995
Liabilities
$0
Net assets
$440,995
Revenue
$43,331
Expenses
$25,640
Net income
$17,691
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.43$0.26$0.18
2023Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.06$0.45$0.38
2022Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.32$0.49$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.77$0.64$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.25$0.45$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.32$1.31$0.99
2018Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.81$0.40$0.41
2017Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.45$0.82$0.37
2016Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.27$0.49$0.22
2015Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.65$0.70$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.03$0.00$6.03$0.36$0.31$0.05
2013Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$1.66$0.54$1.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.00$5.15$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.00$4.76$0.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.00$5.38$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$61,007
Mission and Program Overview

Mission

Trinity catholic academy, a pre-k to grade 8 school, promotes academic excellance, athletics, and the arts with respect, compassion, and service among our diverse family, inspired by the communion of the father, son, and the holy spirit.

To support the needs of trinity catholic academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$370,893$440,995▲ $70,102
Investments in Publicly Traded Securities$343,204$403,300▲ $60,096
Savings and Temporary Cash Investments$27,689$37,695▲ $10,006
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$370,893$440,995▲ $70,102
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$370,893$440,995▲ $70,102
Total Liabilities and Net Assets / Fund Balance$370,893$440,995▲ $70,102
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert B ClemencePresident & Director
Dr David PerdaDirector
James KeyesDirector
Joseph LaflecheDirector
Michael GuilletDirector
Most Reverend Bishop Robert McmanusDirector
Angela SymockPrincipal & Secretary
Reverend Carlos ArdilaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,100
Program Service Revenue
$0
Investment Income
$27,231
Other Revenue
$0
All Other Contributions
$16,100
Change in Net Assets
$17,691
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,640
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,640--$25,640
Total Functional Expenses$25,640$0$0$25,640
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Catholic AcademySouthbridge, MA501(c)6To Support the Needs of the School$25,640
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by the board of directors prior to filing.”

Form 990, Part VI, Section C, Line 18

“The academy makes these forms available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“The academy makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Trinity Catholic Academy Endowment Fund
EIN
04-3431537
Phone
5087655991
Address
11 PINE STREET, SOUTHBRIDGE, MA 01550

Signing Officer

Name
Robert Clemence
Title
President
Phone
5087655991
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Clemence
Formed
1998
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Bollus Lynch Llp
Address
89 SHREWSBURY STREET, WORCESTER, MA 01604
Preparer
Barbara E King
Phone
5087557107
Raw XML Appendix341 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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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ACADEMY MAKES THESE FORMS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ACADEMY MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
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IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0440995
IRS990/TotalAssetsGrp/BOYAmt0370893
IRS990/TotalAssetsGrp/EOYAmt0440995
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt016100
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt025640
IRS990/TotalFunctionalExpensesGrp/TotalAmt025640
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0370893
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0440995
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt025640
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt027231
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt043331
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
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IRS990/UnrelatedBusIncmOverLimitInd00
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IRS990/USAddress/AddressLine1Txt0263 HAMILTON STREET
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IRS990/USAddress/ZIPCd001550
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CLEMENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05087655991
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRINITY CATHOLIC ACADEMY ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0043431537
ReturnHeader/Filer/PhoneNum05087655991
ReturnHeader/Filer/USAddress/AddressLine1Txt011 PINE STREET
ReturnHeader/Filer/USAddress/CityNm0SOUTHBRIDGE
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043037870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOLLUS LYNCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt089 SHREWSBURY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001604
ReturnHeader/PreparerPersonGrp/PhoneNum05087557107
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA E KING
ReturnHeader/ReturnTs02025-12-16T13:07:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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