Civic Intelligence

The Endowment Trust of the 1St Con- Gregational Church of Appleton Wi

990 • Fiscal year 2021 • EIN 23-7417708

Oct 01, 2020 to Sep 30, 2021 • Filed on Jan 31, 2022

Organization ProfileN/A
3913 W Prospect AvenueAppleton, WI 54914

(920) 380-9960

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$13,388

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

56th percentile

12%

Faster asset growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

318%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,242,781

Up $558,969 (+12%) from 2020

Net Assets

Up

$5,242,781

Up $558,969 (+12%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin94th percentile

Revenue

Up

$748,965

Up $569,896 (+318%) from 2020

Expenses

Down

$189,996

Down $1,605 (-0.8%) from 2020

Net Income

Up

$558,969

Up $571,501 (+4560%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2021

Assets$5,242,781
Liabilities$0
Net Assets$5,242,781
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$748,965
Expenses$189,996
Net Income$558,969
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Jan 31, 2022
Return Version
2020v4.0
Gross Receipts
$1,956,983
Mission and Program Overview

Mission

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

Provide financial support and assistance to enable the First Congregational Church to meet its operational and religious activities in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,584,942$5,152,485▲ $567,543
Cap Stk Tr Prin Current Funds$3,581,987$3,898,746▲ $316,759
Rtn Earn Endowment Incm Other Fnds$1,101,825$1,344,035▲ $242,210
Savings and Temporary Cash Investments$98,870$90,296▼ $8,574
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$4,683,812$5,242,781▲ $558,969
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,683,812$5,242,781▲ $558,969
Total Liabilities and Net Assets / Fund Balance$4,683,812$5,242,781▲ $558,969
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleOtherTotal
Robert BuchananInstitutional Trustee$13,388$13,388

Board Members and Trustees

NameTitle
-Individual Trustee
Carla SalmonIndividual Trustee
Jeffrey RiesterIndividual Trustee
Joe WellsIndividual Trustee
John McfaddenIndividual Trustee
Kris HieptasIndividual Trustee
Paul TriggIndividual Trustee
Ted LapineIndividual Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$316,759
Program Service Revenue
$0
Investment Income
$432,206
Other Revenue
$0
All Other Contributions
$316,759
Change in Net Assets
$558,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$142,301
Other Expenses$34,307
Salaries, Compensation, and Employee Benefits$13,388
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$142,301--$142,301
Fees for Service Investment Mgmnt Fees-$33,407-$33,407
Current Officers, Directors, Trustees, and Key Employees-$13,388-$13,388
Fees for Services Accounting-$900-$900
Total Functional Expenses$142,301$47,695$0$189,996
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

“The institutional Trustee prepares and files the return based upon information at its disposal and/or provided by other members of the Board of Trustees. Since all relevant parties are involved in the process there is no need for those members to receive a copy prior to filing. A copy of the return is available upon request after filing”

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 organization is to provide operating 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 Endowment Trust
EIN
23-7417708
Phone
9203809960
Address
3913 W PROSPECT AVENUE, APPLETON, WI 54914

Signing Officer

Name
Steven Truchinski
Title
Member
Phone
9203809960
Signed
2022-01-31

Organization Details

Principal Officer
Reverend Steven Savides
Formed
1974
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8
Raw XML Appendix341 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/TitleTxt2Individual Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Individual Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Individual Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Individual Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Individual Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Individual Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Individual Trustee
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IRS990/ProgSrvcAccomActy3Grp/Desc0Paid for replacement of worn building doors and associated hardware; maintenance costs of the elevator; improvements with the HVAC to better provide fresh air circulation and enhanced conditioning of air to minimize spread of the Virus.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The institutional Trustee prepares and files the return based upon information at its disposal and/or provided by other members of the Board of Trustees. Since all relevant parties are involved in the process there is no need for those members to receive a copy prior to filing. A copy of the return is available upon request after filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Documents, policies, and financial statements are not provided to the general public because the exclusive, sole, and only purpose of this organization is to provide operating 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/RelatedOrExemptFuncIncomeAmt0432206
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0748965
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04683812
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05242781
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0724 SOUTH STREET
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054914
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-03-31 18:45:55Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Steven Truchinski
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Member
ReturnHeader/BusinessOfficerGrp/PhoneNum09203809960
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST CONGREGATIONAL CHURCH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0237417708
ReturnHeader/Filer/PhoneNum09203809960
ReturnHeader/Filer/USAddress/AddressLine1Txt03913 W PROSPECT AVENUE
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054914
ReturnHeader/ReturnTs02022-01-31T11:25:20-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,242,781
Liabilities
$0
Net assets
$5,242,781
Revenue
$748,965
Expenses
$189,996
Net income
$558,969
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