Civic Intelligence

Holy Ghost Luthern Church & School Foundation

990EZ • Fiscal year 2018 • EIN 20-4676366

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

Attn Mark GruberMonroe, MI 48162

(734) 241-8604

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-8.3%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

61%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Flat

$247,215

Flat from 2018

Net Assets

$247,215

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue

Flat

$20,511

Flat from 2018

Expenses

Flat

$13,473

Flat from 2018

Net Income

Flat

$7,038

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $231,244Liabilities 2010: $0Net Assets 2010: $231,2442010Assets 2011: $221,744Liabilities 2011: $0Net Assets 2011: $221,7442011Assets 2012: $232,064Liabilities 2012: $0Net Assets 2012: $232,0642012Assets 2013: $253,620Liabilities 2013: $0Net Assets 2013: $253,6202013Assets 2014: $259,245Liabilities 2014: $02014Assets 2015: $255,868Liabilities 2015: $02015Assets 2016: $258,404Liabilities 2016: $0Net Assets 2016: $258,4042016Assets 2017: $269,730Liabilities 2017: $0Net Assets 2017: $269,7302017Assets 2018: $247,215Liabilities 2018: $0Net Assets 2018: $247,2152018Assets 2018: $247,215Liabilities 2018: $02018Assets 2019: $284,060Liabilities 2019: $0Net Assets 2019: $284,0602019Assets 2020: $299,327Liabilities 2020: $0Net Assets 2020: $299,3272020Assets 2021: $315,215Liabilities 2021: $0Net Assets 2021: $315,2152021Assets 2022: $256,139Liabilities 2022: $0Net Assets 2022: $256,1392022Assets 2023: $283,121Liabilities 2023: $02023Assets 2024: $299,002Net Assets 2024: $299,0022024

Highlighted filing

2018

Assets$247,215
Liabilities$0
Net Assets$247,215

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2010: $17,806Expenses 2010: $8,906Net Income 2010: $8,9002010Revenue 2011: $9,781Expenses 2011: $11,464Net Income 2011: -$1,6832011Revenue 2012: $16,665Expenses 2012: $12,957Net Income 2012: $3,7082012Revenue 2013: $10,427Expenses 2013: $10,734Net Income 2013: -$3072013Revenue 2014: $25,953Expenses 2014: $13,114Net Income 2014: $12,8392014Revenue 2015: $16,382Expenses 2015: $4,136Net Income 2015: $12,2462015Revenue 2016: $12,075Expenses 2016: $19,191Net Income 2016: -$7,1162016Revenue 2017: $12,713Expenses 2017: $18,237Net Income 2017: -$5,5242017Revenue 2018: $20,511Expenses 2018: $13,473Net Income 2018: $7,0382018Revenue 2018: $20,511Expenses 2018: $13,473Net Income 2018: $7,0382018Revenue 2019: $21,242Expenses 2019: $6,783Net Income 2019: $14,4592019Revenue 2020: $6,559Expenses 2020: $18,441Net Income 2020: -$11,8822020Revenue 2021: $30,321Expenses 2021: $20,128Net Income 2021: $10,1932021Revenue 2022: $6,452Expenses 2022: $13,053Net Income 2022: -$6,6012022Revenue 2023: $7,410Expenses 2023: $12,395Net Income 2023: -$4,9852023Revenue 2024: $18,427Expenses 2024: $13,166Net Income 2024: $5,2612024

Highlighted filing

2018

Revenue$20,511
Expenses$13,473
Net Income$7,038
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Gross Receipts
$36,038
Mission and Program Overview

Mission

The foundation is formed exclusively for the religious, charitable and educational purposes of holy ghost lutheran church and school

Program Services

DescriptionGrantsExpenses
ENGAGE IN, ADVANCE, PROMOTE AND ADMINISTER RELIGIOUS, CHARITABLE AND EDUCATIONAL ACTIVITIES FOR THE EXCLUSIVE BENEFIT OF HOLY GHOST LUTHERAN CHURCH AND SCHOOL$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK GRUBERChairman-$0--
MARGE STEINKEDirector-$0--
AMY STRZESINSKIDirector-$0--
JUDY KLUNGLERDirector-$0--
PAT WALLACEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Holy Ghost Lutheran Church
EIN
20-4676366
Phone
7342418604
Address
ATTN MARK GRUBER, MONROE, MI 48162

Signing Officer

Name
Mark Gruber
Title
Chairman
Phone
7342418604
Signed
2019-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Bacarella & Associates Pllc
Address
PO BOX 984, MONROE, MI 48161
Preparer
William J Bacarella
Phone
7342426544
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 6,804. Description: capital gain distribution. Amount: 1,429. Total included on form 990-ez, line 4: 8,233.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: holy ghost lutheran church endowment. Purpose of payment: school & program support. Amount of payment: 9,165.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: agency fees. Amount: 2,668. Description: insurance. Amount: 1,022. Total to form 990-ez, line 16: 3,690.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: market adjustment. Amount: -29,553.

Form 990-ez, Part II, Line 24 - Other Assets

Description: investments. Beg. Of year amount: 256,338. End of year amount: 226,551.

Raw XML Appendix150 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MARK GRUBER
IRS990EZ/BooksInCareOfDetail/PhoneNum07342418604
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0ATTN MARK GRUBER
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd048162
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013392
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt020664
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt015527
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07038
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0520
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0269730
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0247215
IRS990EZ/GainOrLossFromSaleOfAssetsAmt012278
IRS990EZ/GrantsAndSimilarAmountsPaidAmt09165
IRS990EZ/GrossReceiptsAmt036038
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08233
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0269730
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0247215
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0269730
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0247215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARK GRUBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARGE STEINKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2AMY STRZESINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JUDY KLUNGLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAT WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0256338
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0226551
IRS990EZ/OtherChangesInNetAssetsAmt0-29553
IRS990EZ/OtherExpensesTotalAmt03690
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION IS FORMED EXCLUSIVELY FOR THE RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES OF HOLY GHOST LUTHERAN CHURCH AND SCHOOL
IRS990EZ/PrintingPublicationsPostageAmt098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ENGAGE IN, ADVANCE, PROMOTE AND ADMINISTER RELIGIOUS, CHARITABLE AND EDUCATIONAL ACTIVITIES FOR THE EXCLUSIVE BENEFIT OF HOLY GHOST LUTHERAN CHURCH AND SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt027805
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt013473
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt020511
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 6,804. DESCRIPTION: CAPITAL GAIN DISTRIBUTION. AMOUNT: 1,429. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 8,233.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: HOLY GHOST LUTHERAN CHURCH ENDOWMENT. PURPOSE OF PAYMENT: SCHOOL & PROGRAM SUPPORT. AMOUNT OF PAYMENT: 9,165.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: AGENCY FEES. AMOUNT: 2,668. DESCRIPTION: INSURANCE. AMOUNT: 1,022. TOTAL TO FORM 990-EZ, LINE 16: 3,690.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: MARKET ADJUSTMENT. AMOUNT: -29,553.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: INVESTMENTS. BEG. OF YEAR AMOUNT: 256,338. END OF YEAR AMOUNT: 226,551.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK GRUBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07342418604
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLY GHOST LUTHERAN CHURCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND SCHOOL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLY
ReturnHeader/Filer/EIN0204676366
ReturnHeader/Filer/PhoneNum07342418604
ReturnHeader/Filer/USAddress/AddressLine1Txt0ATTN MARK GRUBER
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048162
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BDAF2C87B9EC8606B1AF91EBCA9E37594482C456
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BDAF2C87B9EC8606B1AF91EBCA9E37594482C456
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.188.8.178
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm014:50:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271287713
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BACARELLA & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 984
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048161
ReturnHeader/PreparerPersonGrp/PhoneNum07342426544
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM J BACARELLA
ReturnHeader/ReturnTs02019-05-10T06:50:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$2.99$0.18$0.13$0.05
2023Summary only. Only limited summary data is available for this year.$2.83$0.00$0.07$0.12$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.06$0.13$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.30$0.20$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.07$0.18$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.00$2.84$0.21$0.07$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.21$0.13$0.07
2018Summary only. Only limited summary data is available for this year.$2.47$0.00$0.21$0.13$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$0.00$2.70$0.13$0.18$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.12$0.19$0.07
2015Summary only. Only limited summary data is available for this year.$2.56$0.00$0.16$0.04$0.12
2014Summary only. Only limited summary data is available for this year.$2.59$0.00$0.26$0.13$0.13
2013Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.10$0.11$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.00$2.32$0.17$0.13$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$0.10$0.11$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.18$0.09$0.09