Civic Intelligence

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

990 • Fiscal year 2023 • EIN 23-7417708

Oct 01, 2022 to Sep 30, 2023 • Filed on Jan 29, 2024

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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

78th percentile

23%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$13,392

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

36th percentile

1.2%

Faster asset growth than 36% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

15th percentile

-23%

Faster revenue growth than 15% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$5,457,449

Up $63,014 (+1.2%) from 2022

Net Assets

Up

$5,457,449

Up $63,014 (+1.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin78th percentile

Revenue

Down

$268,674

Down $79,144 (-23%) from 2022

Expenses

Up

$205,660

Up $9,496 (+4.8%) from 2022

Net Income

Down

$63,014

Down $88,640 (-58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2023

Assets$5,457,449
Liabilities$0
Net Assets$5,457,449
Open 2023 Filing

Operations Trend

Revenue Growth15th 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

2023

Revenue$268,674
Expenses$205,660
Net Income$63,014
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jan 29, 2024
Return Version
2022v5.0
Gross Receipts
$268,674
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$5,108,035$5,340,324▲ $232,289
Cap Stk Tr Prin Current Funds$3,925,836$3,925,836→ $0
Rtn Earn Endowment Incm Other Fnds$1,468,599$1,531,613▲ $63,014
Savings and Temporary Cash Investments$286,400$117,125▼ $169,275
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$5,394,435$5,457,449▲ $63,014
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,394,435$5,457,449▲ $63,014
Total Liabilities and Net Assets / Fund Balance$5,394,435$5,457,449▲ $63,014
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleOtherTotal
Fiduciary Partners Trust CompanyInstitutional Trustee$13,392$13,392

Board Members and Trustees

NameTitle
Carla SalmonIndividual Trustee
Jeff RiesterIndividual Trustee
Joe WellsIndividual Trustee
John McFaddenIndividual Trustee
Kristine HieptasIndividual Trustee
Paul TriggIndividual Trustee
Robert BuchananIndividual Trustee
Ted LapineIndividual Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,854
Program Service Revenue
$0
Investment Income
$266,820
Other Revenue
$0
All Other Contributions
$1,854
Change in Net Assets
$63,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$158,591
Other Expenses$33,677
Salaries, Compensation, and Employee Benefits$13,392
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$158,591--$158,591
Fees for Service Investment Mgmnt Fees-$32,927-$32,927
Current Officers, Directors, Trustees, and Key Employees-$13,392-$13,392
Fees for Services Accounting-$750-$750
Total Functional Expenses$158,591$47,069$0$205,660
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Congregational ChurchAppleton, WI158,591Support Church Activities$0
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
Annual disclosure for covered persons
No
Audit committee
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

Part VI, Line 11A

“The Institutional Trustee prepares and files the return based on information provided by other members of the Board of Trustees so all relevant parties are involved in the process and there is no need for those members to receive a copy prior ro filing as a copy is available upon request”

Part VI, Line 11B

“As noted 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”

Part VI, Line 19

“Documents, policies, financial statements are not provided to the general public because the exclusive sole and only purpose 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 Endowment Trust
EIN
23-7417708
Phone
9203809960
Address
3913 W Prospect Avenue, Appleton, WI 54914

Signing Officer

Name
Ward Anderson
Title
Attorney
Phone
6514569000
Signed
2024-01-29
Discuss with paid preparer
No

Organization Details

Formed
1974
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Grannis & Hauge PA
Address
3459 Washington Dr Ste 206, Saint Paul, MN 55122
Preparer
Ward Anderson
Phone
6514569000
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt00
IRS990ScheduleI/RecipientTable/IRCSectionDesc0158,591
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Support Church Activities
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0First Congregational Church
IRS990ScheduleI/RecipientTable/RecipientEIN0390816821
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0724 South River Street
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Appleton
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WI
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd054914
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Institutional Trustee prepares and files the return based on information provided by other members of the Board of Trustees so all relevant parties are involved in the process and there is no need for those members to receive a copy prior ro filing as a copy is available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1As noted 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/ExplanationTxt2Documents, policies, financial statements are not provided to the general public because the exclusive sole and only purpose is to provide funds to supplement the expenses of the Church that created this trust to serve as an endowment fund
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05394435
IRS990/TotalAssetsEOYAmt05457449
IRS990/TotalAssetsGrp/BOYAmt05394435
IRS990/TotalAssetsGrp/EOYAmt05457449
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01854
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047069
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0158591
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205660
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05394435
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05457449
IRS990/TotalOtherCompensationAmt013392
IRS990/TotalProgramServiceExpensesAmt0158591
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0266820
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0268674
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05394435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05457449
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0724 South Street
IRS990/USAddress/CityNm0Appleton
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054914
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
IRS990/WrittenPolicyOrProcedureInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Ward Anderson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Attorney
ReturnHeader/BusinessOfficerGrp/PhoneNum06514569000
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-29
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/PreparerFirmGrp/PreparerFirmEIN0411227361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grannis & Hauge PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03459 Washington Dr Ste 206
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Paul

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,457,449
Liabilities
$0
Net assets
$5,457,449
Revenue
$268,674
Expenses
$205,660
Net income
$63,014
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