Civic Intelligence

Trinity Catholic Academy Endowment Fund Inc.

990 • Fiscal year 2013 • EIN 04-3431537

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 12, 2014

Organization ProfileN/A
11 Pine StreetSouthbridge, MA 01550

(508) 765-5991

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

95th percentile

67%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$583,170

Up $67,814 (+13%) from 2012

Net Assets

Up

$583,170

Up $67,814 (+13%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

$165,513

No earlier filing loaded for comparison.

Expenses

Up

$54,379

Up $27,990 (+106%) from 2012

Net Income

$111,134

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$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

2013

Assets$583,170
Liabilities$0
Net Assets$583,170
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$165,513
Expenses$54,379
Net Income$111,134
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 12, 2014
Return Version
2013v3.0
Gross Receipts
$604,700
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
Investments in Publicly Traded Securities$515,356$583,170▲ $67,814
Rtn Earn Endowment Incm Other Fnds$515,356$583,170▲ $67,814
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$515,356$583,170▲ $67,814
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$515,356$583,170▲ $67,814
Total Liabilities and Net Assets / Fund Balance$515,356$583,170▲ $67,814
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Robert B ClemencePresident & Director
Denise CournoyerDirector
James KeyesDirector
Joseph LaflecheDirector
Margaret FarrandDirector
Most Reverend Bishop Robert McmanusDirector
Paul JalbertDirector
Thomas SmalarzDirector
William PioppiDirector
Jeff MulfordDIRECTOR/BISHOP'S DELEGATE
Michael GuilletTca Advisory Board
Josie CittaPrincipal & Secretary
Reverend Peter JoyceTreasurer & Pastor
Revenue and Support

Revenue Composition

Contributions and Grants
$11,311
Program Service Revenue
$0
Investment Income
$154,202
Other Revenue
$0
All Other Contributions
$11,311
Change in Net Assets
$111,134

Audited Revenue Reconciliation

Revenue per Audited Statements
$165,513
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-43,320
Total Revenue per Audited Statements
$122,193
Total Revenue per Form 990
$165,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$54,175
Other Expenses$204
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$54,175--$54,175
Fees for Service Investment Mgmnt Fees-$204-$204
Total Functional Expenses$54,175$204$0$54,379

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$54,379
Total Expenses per Audited Statements$54,379
Total Expenses per Form 990$54,379
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-6125980-501(c)6To Support the Needs of the School$54,175
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 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 11

“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

EIN
04-3431537
Phone
5087655991

Signing Officer

Name
Robert Clemence
Title
President
Phone
5087655991
Signed
2014-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Clemence
Formed
1998
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Preparer
Barbara E King
Phone
5087557107
Raw XML Appendix374 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/Form990PartVIISectionAGrp/TitleTxt1TREASURER & PASTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRINCIPAL & SECRETARY
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10TRINITY CATHOLIC ACADEMY
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IRS990ScheduleI/RecipientTable/CashGrantAmt054175
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)6
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE NEEDS OF THE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10TRINITY CATHOLIC ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0046125980
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1011 PINE STREET
IRS990ScheduleI/RecipientTable/USAddress/City0SOUTHBRIDGE
IRS990ScheduleI/RecipientTable/USAddress/State0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode001550
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0515356
IRS990/TotalAssetsEOYAmt0583170
IRS990/TotalAssetsGrp/BOYAmt0515356
IRS990/TotalAssetsGrp/EOYAmt0583170
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011311
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0204
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054175
IRS990/TotalFunctionalExpensesGrp/TotalAmt054379
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0515356
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0583170
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt054175
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0154202
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0165513
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0515356
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0583170
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10263 HAMILTON STREET
IRS990/USAddress/City0SOUTHBRIDGE
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode001550
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CLEMENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05087655991
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine10TRINITY CATHOLIC ACADEMY ENDOWMENT FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0043431537
ReturnHeader/Filer/PhoneNum05087655991
ReturnHeader/Filer/USAddress/AddressLine1011 PINE STREET
ReturnHeader/Filer/USAddress/City0SOUTHBRIDGE
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode001550
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043037870
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BOLLUS LYNCH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1089 SHREWSBURY STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode001604
ReturnHeader/PreparerPersonGrp/PhoneNum05087557107
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA E KING
ReturnHeader/ReturnTs02014-11-17T11:47:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$583,170
Liabilities
$0
Net assets
$583,170
Revenue
$165,513
Expenses
$54,379
Net income
$111,134
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