Civic Intelligence

Holy Trinity Catholic Club

EIN 23-0704720 • 501(c)2 • Pottstown, PA

Profile

The mission of holy trinity catholic club is to promote fellowship among the membersofthe holy trinity parish

437 South StreetPottstown, PA 19464

n/A

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$735,837

Up $11,108 (+1.5%) from 2023

Liabilities

Up

$735,837

Up $11,108 (+1.5%) from 2023

Net Assets

Flat

$0

Flat from 2023

Operations

Revenue

Down

$82,008

Down $44,386 (-35%) from 2023

Expenses

Down

$82,008

Down $44,386 (-35%) from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2022: $724,085Liabilities 2022: $724,085Net Assets 2022: $02022Assets 2023: $724,729Liabilities 2023: $724,729Net Assets 2023: $02023Assets 2024: $735,837Liabilities 2024: $735,837Net Assets 2024: $02024

Highlighted filing

2024

Assets$735,837
Liabilities$735,837
Net Assets$0
Open 2024 Filing

Operations Trend

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

$150K$100K$50K$0Revenue 2022: $101,569Expenses 2022: $101,569Net Income 2022: $02022Revenue 2023: $126,394Expenses 2023: $126,394Net Income 2023: $02023Revenue 2024: $82,008Expenses 2024: $82,008Net Income 2024: $02024

Highlighted filing

2024

Revenue$82,008
Expenses$82,008
Net Income$0
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$735,837
Liabilities
$735,837
Net assets
$0
Revenue
$82,008
Expenses
$82,008
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.36$7.36$0.00$0.82$0.82$0.00
2023Detailed filing. Detailed filing data is available for this year.$7.25$7.25$0.00$1.26$1.26$0.00
2022Detailed filing. Detailed filing data is available for this year.$7.24$7.24$0.00$1.02$1.02$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 9, 2025
Return Version
2024v5.0
Gross Receipts
$164,175
Mission and Program Overview

Mission

The mission of holy trinity catholic club is to promote fellowship among the membersofthe holy trinity parish

Holy trinity catholic club was formed and will continue for the sole purpose of promoting fellowship among the members of the holy trinity parish

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$675,000$675,000→ $0
Land, Buildings, and Equipment, Net$453,000$453,000→ $0
Intangible Assets$210,000$210,000→ $0
Cap Stk Tr Prin Current Funds$51,375$51,375→ $0
Cash and Non-Interest-Bearing Accounts$18,682$30,263▲ $11,581
Savings and Temporary Cash Investments$33,047$25,381▼ $7,666
Inventories for Sale or Use$10,000$17,193▲ $7,193
Total Assets$724,729$735,837▲ $11,108
Liabilities
Accounts Payable and Accrued Expenses$724,729$735,837▲ $11,108
Total Liabilities$724,729$735,837▲ $11,108
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$724,729$735,837▲ $11,108
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert DudeckPresident
David KurtzVice President
Darlene SchaefferFinancial Secretary
Deborah KurtzRecording Secretary
Deb SchaefferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,790
Program Service Revenue
$0
Investment Income
$335
Other Revenue
$78,883
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$51,682
Salaries, Compensation, and Employee Benefits$30,326
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$42,268--$42,268
Other Salaries and Wages$30,326--$30,326
Insurance$9,064--$9,064
Fees for Services Accounting$350--$350
Total Functional Expenses$82,008$0$0$82,008
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$915
Gaming Direct Expenses$159
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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

Part VIII-line 10B

“Reflects beer, liquor food and soda”

Filing and Contact Details

Filer

Filer Name
Holy Trinity Catholic Club
EIN
23-0704720
Phone
6103237999
Address
437 SOUTH STREET, Pottstown, PA 19464

Signing Officer

Name
Darlene Schaeffer
Title
Financial Secretary
Phone
6103237999
Signed
2025-03-09
Discuss with paid preparer
No

Organization Details

Formed
1935
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
5
Volunteers
5

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
Eric Donatti
Phone
8004725625
Supplemental Narrative

Additional Explanations

Part IX-line 11G

“Reflects taxes, equipment, supplies and miscellaneous expenses”

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