Civic Intelligence

Holy Trinity Episcopal Foundation Inc.

990 • Fiscal year 2015 • EIN 23-7010230

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 09, 2016

PO Box 357399Gainesville, FL 32635-7399

(352) 376-8201

Siviq Scores

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

Liabilities / Assets

70th percentile

0.44x

Higher debt load relative to assets than 70% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

97th percentile

12.27x

Higher debt load relative to revenue than 97% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

2nd percentile

-120%

Higher net margin than 2% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

75th percentile

$191,724

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 102.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

11th percentile

-9.7%

Faster asset growth than 11% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$5,265,146

Down $564,906 (-9.7%) from 2014

Net Assets

Down

$2,959,831

Down $547,848 (-16%) from 2014

Liabilities

Down

$2,305,315

Down $17,058 (-0.7%) from 2014

Revenue

Down

$187,926

Down $289,988 (-61%) from 2014

Expenses

Down

$413,119

Down $249,873 (-38%) from 2014

Net Income

Down

-$225,193

Down $40,115 (-22%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,340,194Liabilities 2010: $1,637,086Net Assets 2010: $4,703,1082010Assets 2011: $7,061,863Liabilities 2011: $1,794,788Net Assets 2011: $5,267,0752011Assets 2012: $7,669,728Liabilities 2012: $2,553,649Net Assets 2012: $5,116,0792012Assets 2013: $5,749,748Liabilities 2013: $2,010,865Net Assets 2013: $3,738,8832013Assets 2014: $5,830,052Liabilities 2014: $2,322,373Net Assets 2014: $3,507,6792014Assets 2015: $5,265,146Liabilities 2015: $2,305,315Net Assets 2015: $2,959,8312015Assets 2016: $5,135,108Liabilities 2016: $2,047,511Net Assets 2016: $3,087,5972016Assets 2017: $5,230,946Liabilities 2017: $2,051,463Net Assets 2017: $3,179,4832017Assets 2018: $4,796,072Liabilities 2018: $1,911,306Net Assets 2018: $2,884,7662018Assets 2019: $5,385,826Liabilities 2019: $1,482,915Net Assets 2019: $3,902,9112019Assets 2020: $5,412,171Liabilities 2020: $1,437,908Net Assets 2020: $3,974,2632020Assets 2021: $6,104,435Liabilities 2021: $1,426,709Net Assets 2021: $4,677,7262021Assets 2022: $6,114,088Liabilities 2022: $1,305,331Net Assets 2022: $4,808,7572022Assets 2023: $5,874,349Liabilities 2023: $1,078,803Net Assets 2023: $4,795,5462023Assets 2024: $6,306,205Liabilities 2024: $1,045,827Net Assets 2024: $5,260,3782024

Highlighted filing

2015

Assets$5,265,146
Liabilities$2,305,315
Net Assets$2,959,831

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $491,1832010Expenses 2011: $425,8932011Expenses 2012: $452,1042012Revenue 2013: $574,921Expenses 2013: $2,341,538Net Income 2013: -$1,766,6172013Revenue 2014: $477,914Expenses 2014: $662,992Net Income 2014: -$185,0782014Revenue 2015: $187,926Expenses 2015: $413,119Net Income 2015: -$225,1932015Revenue 2016: $343,708Expenses 2016: $376,478Net Income 2016: -$32,7702016Revenue 2017: $652,089Expenses 2017: $642,665Net Income 2017: $9,4242017Revenue 2018: $597,801Expenses 2018: $316,101Net Income 2018: $281,7002018Revenue 2019: $924,630Expenses 2019: $306,262Net Income 2019: $618,3682019Revenue 2020: $459,584Expenses 2020: $245,072Net Income 2020: $214,5122020Revenue 2021: $672,701Expenses 2021: $331,764Net Income 2021: $340,9372021Revenue 2022: $1,264,771Expenses 2022: $470,322Net Income 2022: $794,4492022Revenue 2023: $120,238Expenses 2023: $374,821Net Income 2023: -$254,5832023Revenue 2024: $518,710Expenses 2024: $371,789Net Income 2024: $146,9212024

Highlighted filing

2015

Revenue$187,926
Expenses$413,119
Net Income-$225,193
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 9, 2016
Return Version
2015v2.1
Gross Receipts
$703,077
Mission and Program Overview

Mission

The foundation was formed for the purpose of furthering any benevolent, charitable, educational or missionary activity of holy trinty parish, the episcopal diocese of florida or the protestant episcopal church of america.

To serve any benevolent,charitable,educational or missionary undertaking,institution or agency, fostered by the episcopal diocese of florida,or the protestant episcopal church of america,such purposes to be executed in the florida or the protestant episcopal church of america. Missionary activities of holy trinity parish, the episopal diocese of florida or the protestant episcopal church of america.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,450,288$3,235,060▼ $215,228
Land, Buildings, and Equipment, Net$1,224,807$1,055,258▼ $169,549
Savings and Temporary Cash Investments$470,807$376,075▼ $94,732
Cash and Non-Interest-Bearing Accounts$54,076$77,928▲ $23,852
Prepaid Expenses and Deferred Charges$4,355$7,598▲ $3,243
Accounts Receivable$57,717$5,663▼ $52,054
Total Assets$5,830,052$5,265,146▼ $564,906
Other Assets Total$568,002$507,564▼ $60,438
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,753,430$1,716,331▼ $37,099
Other Liabilities$558,258$588,984▲ $30,726
Accounts Payable and Accrued Expenses$10,685$0▼ $10,685
Total Liabilities$2,322,373$2,305,315▼ $17,058
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,862,348$1,862,567▲ $219
Unrestricted Net Assets$886,967$603,645▼ $283,322
Temporarily Rstr Net Assets$758,364$493,619▼ $264,745
Total Net Assets Fund Balance$3,507,679$2,959,831▼ $547,848
Total Liabilities and Net Assets / Fund Balance$5,830,052$5,265,146▼ $564,906

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$516,436$152,556$668,992
Land$534,271-$534,271
Leasehold Improvements$4,551$11,146$15,697
Other Assets Org$495,569--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,079,986$16,437▼ $63,422$57,380$1,975,621
2014$2,122,122$400▲ $112,236$77,690$2,079,986
2013$1,554,270$300,562▲ $308,222$40,932$2,122,122
2012$1,521,919$5,100▲ $91,645$64,394$1,554,270
2011$730,855$789,890▲ $41,909$40,735$1,521,919
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Harvey WardExecutive DirectorFT$60,000$60,000

Board Members and Trustees

NameTitle
Ann PiersonDirector
Betty AlsobrookDirector
David ColburnDirector
Ginny MaurerDirector
Sandra FacklerDirector
Louanne LochDirector/rector
Bob StriplingDirector/senior Warden
James SalterPres/treas/Director
Revenue and Support

Revenue Composition

Contributions and Grants
$34,798
Program Service Revenue
$0
Investment Income
$164,063
Other Revenue
$-10,935
All Other Contributions
$34,798
Change in Net Assets
$-225,193

Audited Revenue Reconciliation

Revenue per Audited Statements
$175,220
Revenue Not Reported on Financial Statements
$12,706
Revenue Not Reported on Form 990
$-199,619
Total Revenue per Audited Statements
$-24,399
Total Revenue per Form 990
$187,926
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$217,240
Grants and Similar Amounts Paid$149,529
Salaries, Compensation, and Employee Benefits$46,350
Total Fundraising Expense$34,959
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$149,529--$149,529
Other Salaries and Wages-$13,515$31,535$45,050
Fees for Services Accounting-$41,000-$41,000
Interest$28,382--$28,382
Office Expenses-$21,515-$21,515
Fees for Services Other$18,805--$18,805
Insurance-$13,676-$13,676
Fees for Service Investment Mgmnt Fees-$12,706-$12,706
Depreciation Depletion-$12,432-$12,432
Conferences and Meetings$6,858$2,501-$9,359
Occupancy-$8,202-$8,202
Travel-$7,119-$7,119
All Other Expenses$2,579$1,034-$3,613
Other Expenses$2,978$24,029$2,514$2,514
Payroll Taxes-$390$910$1,300
Total Functional Expenses$220,041$158,119$34,959$413,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$413,119
Expenses per Audited Statements$400,413
Total Expenses per Audited Statements$400,413
Expenses Not Reported on Financial Statements$12,706
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Episcopal ChurchGainesville, FL501(c)(3)ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL.$136,080
Holy Trinity Episcopal SchoolGainesville, FL501(c)(3)ASSISTANCE IS PROVIDED TO FUFILL THE ORGANIZATION'S MISSION OF SUPPORTING THE CHURCH AND SCHOOL.$13,449
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability Under Unitrust Agreement$477,285
Due to Others$78,617
Due to Holy Trinity Parish$19,326
Liability Under Charitable Annuity$13,756
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The organization has no committees.

Form 990, Part VI, Section B, Line 11

The organization provided a draft of the form 990 to the trustees prior to filing.

Form 990, Part VI, Section B, Line 12C

The foundation obtains annually a conflict of interest statement from each board member and takes appropriate action for any conflicts noted.

Form 990, Part VI, Section B, Line 15

Each year, the board president appoints a compensation and benefits committee which reviews the performance of the executive director. The compensation and benefits committee then recommends for approval to the executive board the compensation and benefits of the executive director. This is performed with the objective of providing a reasonable and competitive salary consistent with market-based compensation practices.

Form 990, Part VI, Section C, Line 19

The foundation provides these documents to the public upon request.

Filing and Contact Details

Filer

Filer Name
Holy Trinity Episcopal Foundation Inc
EIN
23-7010230
Phone
3523768201
Address
PO BOX 357399, GAINESVILLE, FL 32635-7399

Signing Officer

Name
James Salter
Title
President
Phone
3523768201
Signed
2016-09-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Salter
Formed
1968
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
7
Employees
1
Volunteers
0

Preparer

Firm
James Moore & Co Pl
Address
5931 NW 1ST PLACE, GAINESVILLE, FL 32607-2063
Preparer
Carol a Villemaire
Phone
3523781331
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in split interest agreement -30,105.

FORM 990, PART XI, LINE 2C:

The process for the selection and supervision of the organization's independent auditor has remained consistent with the prior year.

Financial Statement Notes

PART V, LINE 4:

The foundation's endowment funds are rector retirement funds, funds for scholarships to camp weed and to fund educational activities.

PART X, LINE 2:

Management of the foundation considers the likelihood of changes by taxing authorities in its filed income tax returns and recognizes a liability for or discloses potential significant changes that management believes are more likely than not to occur upon examination by tax authorities, including changes to the foundation's status as a not-for-profit entity. Management believes the foundation met the requirements to maintain its tax-exempt status and has not identified any uncertain tax positions subject to the unrelated business income tax that require recognition or disclosure in teh accompanying financial statements.

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IRS990/LessRentalExpensesGrp/RealAmt025221
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS FORMED FOR THE PURPOSE OF FURTHERING ANY BENEVOLENT, CHARITABLE, EDUCATIONAL OR MISSIONARY ACTIVITY OF HOLY TRINTY PARISH, THE EPISCOPAL DIOCESE OF FLORIDA OR THE PROTESTANT EPISCOPAL CHURCH OF AMERICA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01753430
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01716331
IRS990/NetAssetsOrFundBalancesBOYAmt03507679
IRS990/NetAssetsOrFundBalancesEOYAmt02959831
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt054549
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054549
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-6047
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-10935
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-4888
IRS990/NetUnrelatedBusTxblIncmAmt0-4888
IRS990/NetUnrlzdGainsLossesInvstAmt0-199619
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08202
IRS990/OccupancyGrp/TotalAmt08202
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021515
IRS990/OfficeExpensesGrp/TotalAmt021515
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0568002
IRS990/OtherAssetsTotalGrp/EOYAmt0507564
IRS990/OtherChangesInNetAssetsAmt0-30105
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1RECTOR EXPENSES
IRS990/OtherExpensesGrp/Desc2RING EDUCATION
IRS990/OtherExpensesGrp/Desc3OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt02514
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt024029
IRS990/OtherExpensesGrp/ProgramServicesAmt010910
IRS990/OtherExpensesGrp/ProgramServicesAmt12978
IRS990/OtherExpensesGrp/TotalAmt024029
IRS990/OtherExpensesGrp/TotalAmt110910
IRS990/OtherExpensesGrp/TotalAmt22978
IRS990/OtherExpensesGrp/TotalAmt32514
IRS990/OtherLiabilitiesGrp/BOYAmt0558258
IRS990/OtherLiabilitiesGrp/EOYAmt0588984
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt031535
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013515
IRS990/OtherSalariesAndWagesGrp/TotalAmt045050
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0910
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0390
IRS990/PayrollTaxesGrp/TotalAmt01300
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01862348
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01862567
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04355
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07598
IRS990/PrincipalOfficerNm0JAMES SALTER
IRS990/PriorPeriodAdjustmentsAmt0-92931
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0DONATIONS TO HOLY TRINITY EPISCOPAL CHURCH-GAINESVILLE, FLORIDA AND OTHER PARISH SUPPORTED CHARITIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0149529
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0149529
IRS990/ProgSrvcAccomActy3Grp/Desc0FUNDING TO HOLY TRINITY PARISH RECTOR FOR RECTOR DISCRETIONARY FUND
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt010909
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROVISION OF HOME FOR TRINITY CHILDCARE CENTER; EDUCATION PROGRAMS; FUNDING TO ASSIST WITH MAJOR NEEDS OF THE CHAPEL OF THE INCARNATION
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt040798
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0295086
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0395410
IRS990/PYInvestmentIncomeAmt0248917
IRS990/PYOtherExpensesAmt0209303
IRS990/PYOtherRevenueAmt0-66089
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-185078
IRS990/PYSalariesCompEmpBnftPaidAmt058279
IRS990/PYTotalExpensesAmt0662992
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0477914
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-225193
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-10935
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0470807
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0376075
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd01
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE MAJORITY OF THE FOUNDATION'S ACTIVITIES INCLUDE MANAGING THE INVESTMENTS AND ENDOWMENTS OF HOLY TRINITY EPISCOPAL CHURCH, THE SUPPORTED ORGANIZATION, AND DONATING FUNDS FROM THE EARNINGS ON THESE INVESTMENTS TO THE CHURCH AND THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE PRIMARY MISSION OF THE FOUNDATION IS TO PROVIDE FINANCIAL RESOURCES FOR HOLY TRINITY PARISH AND ALL ITS ENDEAVORS. THESE ENDEAVORS INCLUDE HOLY TRINITY EPISCOPAL CHURCH AND HOLY TRINITY EPISCOPAL SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SECTION E, LINA 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SECTION A, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0590737888
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1591558791
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0136080
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt113449
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOLY TRINITY EPISCOPAL CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1HOLY TRINITY EPISCOPAL SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0149529
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0516436
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0152556
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0668992
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02079986
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt016437
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01975621
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-63422
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt057380
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02122122
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02079986
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112236
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt077690
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01554270
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0300562
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02122122
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0308222
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt040932
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01521919
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt05100
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01554270
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091645
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt064394
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0730855
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0789890
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01521919
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt041909
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt040735
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012706
IRS990ScheduleD/ExpensesSubtotalAmt0400413
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012706
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012706
IRS990ScheduleD/LandGrp/BookValueAmt0534271
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0534271
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04551
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt011146
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt015697
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-199619
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07795
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14200
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2495569
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER INVESTMENTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1UTILITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM HOLY TRINITY EPISCOPAL CHU
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt078617
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt113756
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2477285
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt319326
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LIABILITY UNDER CHARITABLE ANNUITY

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$1.05$5.26$0.52$0.37$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.87$1.08$4.80$0.12$0.37$0.25
2022Detailed filing. Detailed filing data is available for this year.$6.11$1.31$4.81$1.26$0.47$0.79
2021Detailed filing. Detailed filing data is available for this year.$6.10$1.43$4.68$0.67$0.33$0.34
2020Detailed filing. Detailed filing data is available for this year.$5.41$1.44$3.97$0.46$0.25$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.39$1.48$3.90$0.92$0.31$0.62
2018Detailed filing. Detailed filing data is available for this year.$4.80$1.91$2.88$0.60$0.32$0.28
2017Detailed filing. Detailed filing data is available for this year.$5.23$2.05$3.18$0.65$0.64$0.01
2016Detailed filing. Detailed filing data is available for this year.$5.14$2.05$3.09$0.34$0.38$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.27$2.31$2.96$0.19$0.41$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.83$2.32$3.51$0.48$0.66$0.19
2013Detailed filing. Detailed filing data is available for this year.$5.75$2.01$3.74$0.57$2.34$1.77
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.67$2.55$5.12$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$1.79$5.27$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.34$1.64$4.70$0.49