Civic Intelligence

Trinity Catholic Academy Endowment Fund Inc.

990 • Fiscal year 2022 • EIN 04-3431537

Jan 01, 2022 to Dec 31, 2022 • Filed on Jul 19, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

10th percentile

-51%

Higher net margin than 10% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

20th percentile

-23%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

9th percentile

-58%

Faster revenue growth than 9% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$388,019

Down $112,713 (-23%) from 2021

Net Assets

Down

$388,019

Down $112,713 (-23%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin10th percentile

Revenue

Down

$32,302

Down $44,897 (-58%) from 2021

Expenses

Down

$48,717

Down $15,319 (-24%) from 2021

Net Income

Down

-$16,415

Down $29,578 (-225%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th 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

2022

Assets$388,019
Liabilities$0
Net Assets$388,019
Open 2022 Filing

Operations Trend

Revenue Growth9th percentile

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

2022

Revenue$32,302
Expenses$48,717
Net Income-$16,415
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 19, 2023
Return Version
2022v5.0
Gross Receipts
$80,934
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$500,732$388,019▼ $112,713
Investments in Publicly Traded Securities$479,742$366,132▼ $113,610
Savings and Temporary Cash Investments$20,990$21,887▲ $897
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$500,732$388,019▼ $112,713
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$500,732$388,019▼ $112,713
Total Liabilities and Net Assets / Fund Balance$500,732$388,019▼ $112,713
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Robert B ClemencePresident & Director
Dr David PerdaDirector
James KeyesDirector
Joseph LaflecheDirector
Margaret FarrandDirector
Most Reverend Bishop Robert McmanusDirector
Jeff MulfordDIRECTOR/BISHOP'S DELEGATE
Michael GuilletTca Advisory Board
Angela SymockPrincipal & Secretary
Reverend Kenneth CardinaleTreasurer & Pastor
Revenue and Support

Revenue Composition

Contributions and Grants
$332
Program Service Revenue
$0
Investment Income
$31,970
Other Revenue
$0
All Other Contributions
$332
Change in Net Assets
$-16,415
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$48,717
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$48,717--$48,717
Total Functional Expenses$48,717$0$0$48,717
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trinity Catholic AcademySouthbridge, MA501(c)6To Support the Needs of the School$48,717
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
EIN
04-3431537
Phone
5087655991
Address
11 PINE STREET, SOUTHBRIDGE, MA 01550

Signing Officer

Name
Robert Clemence
Title
President
Phone
5087655991
Signed
2023-07-19
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 Appendix362 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/PersonNm4MOST REVEREND BISHOP ROBERT MCMANUS
IRS990/Form990PartVIISectionAGrp/PersonNm5DR DAVID PERDA
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES KEYES
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER & PASTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRINCIPAL & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7TCA ADVISORY BOARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/MissionDesc0TRINITY 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.
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TRINITY CATHOLIC ACADEMY
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)6
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO SUPPORT THE NEEDS OF THE SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TRINITY CATHOLIC ACADEMY
IRS990ScheduleI/RecipientTable/RecipientEIN0046125980
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011 PINE STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SOUTHBRIDGE
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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/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0332
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt048717
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT CLEMENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA E KING
ReturnHeader/ReturnTs02023-07-31T09:46:43-05:00
ReturnHeader/ReturnTypeCd0990
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$388,019
Liabilities
$0
Net assets
$388,019
Revenue
$32,302
Expenses
$48,717
Net income
-$16,415
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