Civic Intelligence

First Congregational Church Endowment Trust

EIN 23-7417708 • 501(c)3 • Appleton, WI

Profile

Described above in Part 1, Line 1

3913 W Prospect Avenue 201Appleton, WI 54914-8797

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

1.1%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Revenue Growth

20th percentile

-10.0%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2025

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$5,579,985

Down $979 (-0.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$5,579,985

Down $979 (-0.0%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin35th percentile

Revenue

Down

$253,965

Down $54,046 (-18%) from 2024

Expenses

Up

$254,944

Up $70,448 (+38%) from 2024

Net Income

Down

-$979

Down $124,494 (-101%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,683,812Liabilities 2020: $0Net Assets 2020: $4,683,8122020Assets 2021: $5,242,781Liabilities 2021: $0Net Assets 2021: $5,242,7812021Assets 2022: $5,394,435Liabilities 2022: $0Net Assets 2022: $5,394,4352022Assets 2023: $5,457,449Liabilities 2023: $0Net Assets 2023: $5,457,4492023Assets 2024: $5,580,964Liabilities 2024: $0Net Assets 2024: $5,580,9642024Assets 2025: $5,579,985Liabilities 2025: $0Net Assets 2025: $5,579,9852025

Highlighted filing

2025

Assets$5,579,985
Liabilities$0
Net Assets$5,579,985
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2020: $179,069Expenses 2020: $191,601Net Income 2020: -$12,5322020Revenue 2021: $748,965Expenses 2021: $189,996Net Income 2021: $558,9692021Revenue 2022: $347,818Expenses 2022: $196,164Net Income 2022: $151,6542022Revenue 2023: $268,674Expenses 2023: $205,660Net Income 2023: $63,0142023Revenue 2024: $308,011Expenses 2024: $184,496Net Income 2024: $123,5152024Revenue 2025: $253,965Expenses 2025: $254,944Net Income 2025: -$9792025

Highlighted filing

2025

Revenue$253,965
Expenses$254,944
Net Income-$979
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,579,985
Liabilities
$0
Net assets
$5,579,985
Revenue
$253,965
Expenses
$254,944
Net income
-$979
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.25$0.25$0.00
2024Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.31$0.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.27$0.21$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$0.35$0.20$0.15
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.24$0.00$5.24$0.75$0.19$0.56
2020Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.18$0.19$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.5
Gross Receipts
$375,657
Mission and Program Overview

Mission

To provide funds for the maintenance of the Church's buildings and other tangible assets and to support the operations of the Church as a religious organization for the benefit of the local community and its efforts to conduct outreach missions

Provide financial support to enable the first congregational church to meet its operational and religous activities in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,498,603$5,478,070▼ $20,533
Cap Stk Tr Prin Current Funds$3,925,836$3,925,836→ $0
Rtn Earn Endowment Incm Other Fnds$1,655,128$1,654,149▼ $979
Savings and Temporary Cash Investments$82,361$101,915▲ $19,554
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$5,580,964$5,579,985▼ $979
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,580,964$5,579,985▼ $979
Total Liabilities and Net Assets / Fund Balance$5,580,964$5,579,985▼ $979
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
-Institutional Trustee$15,504$15,504

Board Members and Trustees

NameTitle
Carla SalmonIndividual Trustee
Chip GabbeyIndividual Trustee
Jeff ReisterIndividual Trustee
Jerry DeesIndividual Trustee
Joe WellsIndividual Trustee
John McfaddenIndividual Trustee
Paul TriggIndividual Trustee
Robert BuchananIndividual Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$253,965
Other Revenue
$0
Change in Net Assets
$-979
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$199,275
Other Expenses$40,165
Salaries, Compensation, and Employee Benefits$15,504
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$199,275--$199,275
Fees for Service Investment Mgmnt Fees-$39,315-$39,315
Current Officers, Directors, Trustees, and Key Employees-$15,504-$15,504
Fees for Services Accounting-$850-$850
Total Functional Expenses$199,275$55,669$0$254,944
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Congregational ChurchAppleton, WI501(c)(3)Support Church Activities$199,275
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
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

“As noted above, the institutional trustee prepares the return with information obtained from other individual trustees with key officers of the institutional trustee reviewing the return during the preparation process”

Form 990, Part VI, Section C, Line 19

“Documents, policies, and financial statements are not provided to the general public because the exclusive sole and only purpose of this trust is to provide funds to supplement the expenses of the church that created this trust to serve as an endowment fund”

Filing and Contact Details

Filer

Filer Name
First Congregational Church
EIN
23-7417708
Phone
9203809960
Address
3913 W PROSPECT AVENUE 201, APPLETON, WI 54914-8797

Signing Officer

Name
Brennan Haworth
Title
Trust Officer
Phone
9203809960
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brennan Haworth
Formed
1974
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Hawkins Ash Cpas Llp
Address
55 JEWELERS PARK DR 200 PO BOX 679, NEENAH, WI 54957-0679
Preparer
Ryan P Laughlin CPA
Phone
9207222141
Raw XML Appendix318 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FIDUCIARY PARTNERS TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum09203809960
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03913 W PROSPECT AVE SUITE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
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IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYOtherExpensesAmt040165
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IRS990/DeductibleNonCashContriInd00
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IRS990/ForeignActivitiesInd00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt815504
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT BUCHANAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JERRY DEES
IRS990/Form990PartVIISectionAGrp/PersonNm2CHIP GABBEY
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MCFADDEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JEFF REISTER
IRS990/Form990PartVIISectionAGrp/PersonNm5CARLA SALMON
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL TRIGG
IRS990/Form990PartVIISectionAGrp/PersonNm7JOE WELLS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7INDIVIDUAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd01
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IRS990/OperateHospitalInd00
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IRS990/PartialLiquidationInd00
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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IRS990ScheduleI/RecipientTable/RecipientEIN0390816821
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0724 S RIVER ST
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AS NOTED ABOVE, THE INSTITUTIONAL TRUSTEE PREPARES THE RETURN WITH INFORMATION OBTAINED FROM OTHER INDIVIDUAL TRUSTEES WITH KEY OFFICERS OF THE INSTITUTIONAL TRUSTEE REVIEWING THE RETURN DURING THE PREPARATION PROCESS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE NOT PROVIDED TO THE GENERAL PUBLIC BECAUSE THE EXCLUSIVE SOLE AND ONLY PURPOSE OF THIS TRUST IS TO PROVIDE FUNDS TO SUPPLEMENT THE EXPENSES OF THE CHURCH THAT CREATED THIS TRUST TO SERVE AS AN ENDOWMENT FUND
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0253965
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0253965
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05580964
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05579985
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03913 W PROSPECT AVENUE 201
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0549148797
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRENNAN HAWORTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09203809960
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST CONGREGATIONAL CHURCH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0237417708
ReturnHeader/Filer/PhoneNum09203809960
ReturnHeader/Filer/USAddress/AddressLine1Txt03913 W PROSPECT AVENUE 201
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549148797
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390912608
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAWKINS ASH CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt055 JEWELERS PARK DR 200 PO BOX 679
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEENAH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0549570679
ReturnHeader/PreparerPersonGrp/PhoneNum09207222141
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RYAN P LAUGHLIN CPA
ReturnHeader/ReturnTs02026-02-04T15:00:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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